Tools

IT Budget Executive Presentation

Use this PowerPoint template and example to create your own IT budget executive presentation.

Sample: IT Cost Forecasting and Budgeting Workbook

Review this completed example of the "IT Cost Forecasting and Budgeting Workbook" that accompanies Info-Tech's Create a Transparent and Defensible IT Budget Storyboard.

Scaled Agile Readiness Assessment

Conduct the Agile readiness survey. Without an Agile mindset, SAFe will follow Waterfall or WaterScrumFall practices.

Exponential Relationships Readiness Assessment

Assess your capabilities to undertake a new model of vendor relationships and drive exponential IT, using 25 capabilities over four categories.

I&O Digital Transformation Maturity Assessment Tool

By completing the Info-Tech digital readiness questionnaire, you will see where you are regarding maturity and areas you need to concentrate on.

Build Investor Awareness Due Diligence Document Checklist

This template provides a detailed list of due diligence documents that might be requested by investors.

Investor Meeting Guide

This template guides you in preparing the key spokesperson for investor meetings.

Build Investor Awareness RACI and Task Checklist

This template makes it easy for you to identify the tasks that need to be completed to execute the campaign and assign the tasks to the appropriate person/department.

Key Investor Contacts Template

This template allows you to identify key investors, list contact details, record outreaches, and document outcomes.

Investor Interview Insight Guide

This guide enables you to record feedback from select investors about their approach to evaluating companies looking for funding.
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