CIO - Tools

IT Financial Data Taxonomy Workbook

Use this Excel workbook to document the outcomes of your IT financial data discovery, taxonomy development, and taxonomy implementation planning activities.

Service Catalog Design Tool

A ready-made service catalog that accelerates catalog setup and surfaces meaning insights.

Service Catalog Roadmap Tool

A visual planner to sequence tasks, track gaps, and guide implementation.

Knowledge Area Transfer Plan

Organize your knowledge transfer tactics with this Excel-based template.

Critical Knowledge Identifier

This practical Excel-based tool helps you evaluate and determine what knowledge is most critical to the success of the organization.

Knowledge Assessment & Action Plan

A practical guide for taking inventory of critical knowledge areas and assessing individual level of expertise.

Enterprise Risk Management Workbook

A structured workbook that will help you work through this blueprint’s phases and activities.

ERM Risk Costing Tool

A financial analysis resource enabling deep dives into high-priority risks.

AI Governance Maturity Assessment Tool

This Excel-based self-assessment tool allows you to conduct a structured review of your AI governance capabilities.

AI Policy Worksheet

An Excel file that lists examples of AI policies from various institutions.
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