CIO - Tools

IT Critical Processes Catalog

A reference tool to review typical IT processes and their flow diagrams.

Capability Definitions and Operating Models

This tool helps ensure that the IT operating model is aligned to best-practice frameworks within the IT space.

Optimize Governance Implementation Plan

Leverage this template to prioritize key tasks and highlight key dependencies for your optimized governance implementation.

Financial Literacy Development Program Playbook

This comprehensive Excel workbook offers a place for you to document your analysis and key decisions when putting together your financial literacy development program and...

Financial Literacy Quiz

This brief, 20-question quiz will help you assess your IT management team members’ current levels of financial literacy and confidence as well as identify key skills gaps.

Financial Concepts Guide

This guide explores a range of financial concepts from building-block terminology through to more advanced concepts like profit, financial statements, and calculating value.

IT Operating Model Decision Tool

An Excel questionnaire to help organizations determine their current (or target) IT operating model. Using this information, you can proceed to create your organization’s...

AI Maturity Assessment and Roadmap Tool

Develop deliverables that will be milestones in creating your organization’s generative AI roadmap for implementing candidate applications.

AI Pilot Project Shortlisting Tool

This tool will help you document your selection process and present the case for a pilot. You can reuse the tool to support an iterative process to continuously collect...

IT Funding Model Workbook

The set of tools and templates used in the activities that are part of this blueprint. Various sheets of this spreadsheet workbook may have been linked through...
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