8 free templates

IT Management & Finance templates

IT budgets, roadmaps, KPI scorecards, skills matrices, and business cases.

Each one is free as a print-ready PDF, and most include an editable CSV. One form unlocks the whole library.

IT Management & Finance template list

PDF + CSV

IT Budget Template

An IT budget presented as a list of line items invites line-by-line cuts. Split into run, grow, and transform, it becomes a conversation about what the business is choosing to fund, which is a far better conversation to be in.

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PDF + CSV

IT KPI Dashboard

IT dashboards drift toward metrics that are easy to collect rather than ones that change decisions. The test for every metric here is simple: if it moved, would anyone do anything differently?

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IT Roadmap Template

IT roadmaps become wish lists because they list initiatives without capacity. Showing what the team can actually deliver alongside what has been requested is what turns the roadmap into a prioritisation conversation.

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IT Business Case Template

IT business cases fail when benefits are described rather than quantified, and when only one option is presented. Showing the do-nothing option honestly is often what makes the recommended option persuasive.

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IT Project Charter

Projects fail on scope, and scope fails on what was never written down. The most valuable section of a charter is the out-of-scope list, because that is what gets argued about in month three.

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IT Skills Matrix

The question a skills matrix should answer is not who is good at what. It is which skills exist in exactly one person's head. That number is a continuity risk you can act on cheaply before anyone resigns.

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IT RACI Matrix

RACI matrices fail in one predictable way: multiple people marked accountable for the same activity, which means nobody is. One A per row is the rule that makes the whole exercise worthwhile.

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IT Project Status Report

Status reports stay green until the week they turn red, because amber invites scrutiny nobody wants. Defining RAG by objective criteria rather than by judgement is the only reliable fix.

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