Project Costing Workbook

A cost planning and tracking Excel tool to build your project’s financial foundation.

ROI Workbook

An Excel tool that calculates your proposed project’s estimated return on investment.

TCO Calculator

This Excel tool provides a full view of total costs over your project’s lifecycle.

IT Financial Management Capability Maturity Assessment and Workbook

A comprehensive tool that enables a field-by-field drilldown into the details of your ITFM efforts.

Tech-Enabled Initiatives for Core Finance/Procurement Functions Workbook

Use this Excel tool to document IT's collaborative initiatives with the leaders of your organization's finance and procurement functions to improve their data quality,...

IT Financial Management System Design Workbook

Use this Excel workbook to document the outcomes of your IT financial management system design effort.

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.

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.

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...
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