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Tools

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 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 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.

AI in Requirements Management Accelerator Workbook

A supporting tool that helps you assess your current state and build the case for leveraging AI in requirements management.

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...

Time Tracker Workbook

Use this workbook to track and get reporting on resource utilization across your staff. You can use this workbook to conduct a time audit or to pilot a time-tracking process.

Vendor Evaluation Scorecard

The Vendor Evaluation Scorecard template provides a scorecard system for your team to score, rank and compare your shortlist of vendors based on the level of fit with your...

Requirements Workbook

The Requirements Workbook provides a centralized document to record your key functional/non-functional use case criteria and requirements needed for the prospective...

Workforce Analysis Automation Workbook

A step-by-step approach that automates analysis of your workforce demand and supply.

Individual Competency Assessment Workbook

A workbook that extends your team-level assessment to individuals, enabling targeted development planning.
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