Strategy & Governance - 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.

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.

IT Department Assessment Workbook

Use this Excel-based assessment in conjunction with Info-Tech's CIO Playbook program to help determine and track your annual focus and priorities as CIO.

Uncertainty Foresight Workbook

An Excel-based tool to map macro uncertainties, identify risk events, and build a forward-looking roadmap

ROI Workbook

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