Board and budget season
The budget has to be defended to people who do not read architecture diagrams.
Turn the technology plan into the language of the board and the CFO: capitalization, allocation, the business case and a briefing that fits on a page.
Downloads
Files you keep and edit: PDF, Excel, Word or PowerPoint. Most show part of the file before you ask for it.
- Reference guideSoftware Capitalization Quick GuideA guide to whether software spend is capitalized or expensed, for cloud, in-house builds and licenses.
- WorksheetReal Options Naming WorksheetA worksheet that names the options a capital investment holds, so a review sees the flexibility a DCF leaves out.
- WorksheetIT Budget Run-Grow-Transform WorksheetA worksheet that classifies each IT budget line as run, grow or transform, totals the split, compares it with last year and lays it out to present.
- TemplateOne-Page Board Memo TemplateAn answer-first board memo: the ask, the recommendation, three supported points, options, risks, cost and the cost of doing nothing, on one page.
- DeckAI Board Briefing DeckA nine-slide board briefing on AI, with prompts in every placeholder, a filled sample and speaker notes with the questions to prepare for.
Online tools
Fill in the page and get the result on screen. No account needed.
- CalculatorIT Budget AllocatorVisualize and optimize your Run / Grow / Transform budget split against a reference split for your industry.
- WorksheetBoard Technology BriefingPrepare a concise, board-ready technology briefing document in minutes.
- ChecklistBoard Presentation Readiness ChecklistEnsure your IT and security presentations are board-ready.
- WorksheetBusiness Case BuilderStructure a compelling business case for any IT investment in minutes.
Apps
Enter your situation and get the analysis back: a score, a draft or a plan. They run with a CIOPages account.
Part of the job Control technology spend.
Other sets
- Management consulting tools for CIOs
- Deciding where AI goes
- Cutting cloud and SaaS spend
- Governing the AI already in use
- Buying AI: vendors and models
- Buying technology without regret
- AI regulation and risk
- Architecture decisions that hold up
- Technical debt you can show the CFO
- Security platform evaluations
- Running IT like an investment portfolio
- Org design and decision rights
- The first 100 days as a CIO
- Incidents and resilience
Keep reading
A worksheet that classifies each IT budget line as run, grow or transform, totals the split, compares it with last year and lays it out to present.
Visualize and optimize your Run / Grow / Transform budget split against a reference split for your industry.