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For CIOs
Catalog Of Technical Services 
(66 KB XLS)
by Alexander Peters, Ph.D., Wolfgang Benkel, November 6, 2009
The workbook defines 10 generic profiles of technical services and associates provisioning processes and activities with each of them. The activity-based descriptions enable IT executives to establish the link between technology assets, resources, and . . .
For Enterprise Architecture Professionals
Global Enterprise Architecture Self-Assessment Tool (186 KB XLS)
by Jost Hoppermann, November 5, 2009
Forrester's Global Enterprise Architecture Self-Assessment Tool is an interactive tool designed to help enterprise architecture professionals identify their global EA initiative's probability of success. The tool bases this assessment on an organization's . . .
For Security & Risk Professionals
Cloud Computing Checklist: How Secure Is Your Cloud? (43 KB XLS)
by Chenxi Wang, Ph.D., October 30, 2009
If your organization is interested in cloud computing, there are some key security and privacy, compliance, and legal issues that you need to broach with the service provider. To help with this process, we've put together a checklist of key issues and . . .
For Sourcing & Vendor Management Professionals
Vendor Scorecard: Measuring The Strategic Health And Value Of A Relationship (176 KB XLS)
by Patrick M. Connaughton, Elizabeth Rose, October 27, 2009
Forrester recommends developing at least three levels of scorecards for measuring the overall value and performance of an IT vendor relationship: operational SLAs; business-level SLAs; and a less quantifiable but equally as important strategic value scorecard. . . .
For Infrastructure & Operations Professionals
Service Catalog Manager — Job Profile And Description (33 KB XLS)
by Glenn O'Donnell, Evelyn Hubbert, October 16, 2009
The service catalog manager plans, implements, configures, and maintains the catalog of available IT services.
For Application Development & Program Management Professionals
Project Manager Assessment Workbook (76 KB XLS)
by Mary Gerush, October 15, 2009
The Project Manager Assessment Workbook can be used to evaluate an individual's strengths and growth opportunities across a set of capabilities, knowledge, and skills that are important for a specific project or program manager position. It is intended . . .
For Sourcing & Vendor Management Professionals
Checklist: SOW And MSA Considerations For Managed Outcome Engagements (37 KB XLS)
by Bill Martorelli, October 13, 2009
One of the keys to success in establishing managed outcome relationships is to contract for them successfully using elements of the relevant toolset such as the statement of work (SOW) and the master services agreement (MSA). In practice, the two document . . .
For Sourcing & Vendor Management Professionals
Business Context Self-Assessment For Sourcing Leaders (108 KB XLS)
by Andrew Parker, October 8, 2009
Sourcing executives should use this self-assessment workbook to help them understand the business context of their firm and provide a background to work on setting sourcing strategy priorities.
For Infrastructure & Operations Professionals
A Sample IT Infrastructure And Operations Balanced Scorecard (41 KB XLS)
by Rachel A. Dines, Evelyn Hubbert, October 1, 2009
The Balanced Scorecard is built around four dimensions that have been adjusted for use in information technology: the value perspective, the user orientation perspective, the operational excellence perspective, and the future orientation perspective. . . .
For Technology Product Management & Marketing Professionals
Tech Product Management/Marketing Job And Department Profiler (427 KB XLS)
by Tom Grant, Ph.D., October 1, 2009
This tool helps product management/product marketing (PM) leaders define the job description for a particular PM in their departments. The output of this tool compares the individual PM to industry baselines for different PM job categories, such as product . . .
For Sourcing & Vendor Management Professionals
RFP Template For Temporary IT Staffing Services (99 KB XLS)
by Patrick M. Connaughton, September 25, 2009
This template is intended to give firms a starting point for creating a RFP for temporary staffing services. Firms should view this as only as starting point and should make sure to adapt it to their own specific needs, including adding and removing sections . . .
For Business Process & Applications Professionals
Forrester's BI Maturity Assessment Tool (85 KB XLS)
by Boris Evelson, Connie Moore, Rob Karel, James G. Kobielus, Charles Coit, September 11, 2009
Business intelligence is a set of methodologies, processes, architectures, and technologies that transform raw data into meaningful and useful information used to enable more effective strategic, tactical, and operational insight and decision-making. . . .
For Sourcing & Vendor Management Professionals
Mobility User Profiles, Apps, And Devices (98 KB XLS)
by Brownlee Thomas, Ph.D., September 9, 2009
This workbook contains an overview of mobility user profiles (user job roles and tasks, locations, applications, devices, access and support requirements), as well as mobile applications by role (mobile applications supported) and mobile devices by role . . .
For Sourcing & Vendor Management Professionals
Corporate Mobility Policy Outline — A Sample Table Of Contents (34 KB XLS)
by Brownlee Thomas, Ph.D., September 9, 2009
This workbook is a sample table of contents to aid sourcing professionals in the creation of a formal mobility policy.
For Sourcing & Vendor Management Professionals
Ten-Point Checklist For Assessing Eurocentric IT Partnerships For Global Delivery (36 KB XLS)
by Euan Davis, September 1, 2009
Euro-centric IT services partnerships will grow as India’s pure-plays seek deeper penetration for their application expertise and local providers respond to client demands for cheaper IT service delivery. In this checklist, Forrester assumes that local . . .
For Infrastructure & Operations Professionals
Green Checklist For Remote Workers (32 KB XLS)
by Chris Silva, Doug Washburn, July 27, 2009
This worksheet acts as a simple yes/no checklist for green capabilities that remote workers can adopt.
For Infrastructure & Operations Professionals
Home Office Checklist For Remote Workers (32 KB XLS)
by Chris Silva, Doug Washburn, July 27, 2009
A workbook spreadsheet detailing the requirements that all remote workers should follow.
For CIOs
Retail Technology Self-Assessment Workbook (150 KB XLS)
by George Lawrie, July 22, 2009
The Retail Technology Self-Assessment workbook can be used to evaluate retailers' strengths and weaknesses across a set of retail-centric technologies, processes, and capabilities. Retail IT executives should use this workbook to identify how well technology . . .
For Infrastructure & Operations Professionals
Forrester's Infrastructure Virtualization Maturity Assessment (146 KB XLS)
by James Staten, Galen Schreck, Rachel A. Dines, July 10, 2009
Through over 200 client interviews and inquiries, Forrester has determined that the use of virtualization follows a pattern of experience that breaks down into four stages of maturity. Most organizations most pass through each stage of maturity in order . . .
For Sourcing & Vendor Management Professionals
Assessing Your Offshore IT Service Provider's Recession Readiness (66 KB XLS)
by Sudin Apte, July 10, 2009
This test checks the health of your offshore IT service provider by asking a total of 20 questions on 10 topics or key issues. Some questions check for symptoms that the provider is struggling, and others look at the provider's strategy to fight the recession. . . .
For Sourcing & Vendor Management Professionals
Converting Salary Data Into Estimated Hourly Rates (48 KB XLS)
by Patrick M. Connaughton, July 2, 2009
This tool uses salary data from full-time equivalent positions as a reference point to estimate a reasonable hourly rate for contingent labor. This tool is based on Figure 1 in the June 23, 2009, "Take A Back-To-Basics Approach When Renegotiating Contingent . . .
For Infrastructure & Operations Professionals
The Remote Worker Process And People Readiness Checklist (30 KB XLS)
by Chris Silva, Doug Washburn, June 30, 2009
This workbook is a checklist to measure the readiness of remote workers and processes.
For Infrastructure & Operations Professionals
Virtual Infrastructure Architect - Job Profile And Description (32 KB XLS)
by Galen Schreck, Rachel A. Dines, June 23, 2009
Position overview: The virtual infrastructure (VI) architect is responsible for managing all of the virtualized infrastructure across technology domains (this usually does not include the virtual desktop).
For B2B Market Research Professionals
Software Budget Outlook And Preferred Purchasing Channels By Company Size: 2008 To 2009 
(244 KB PPT)
by Ellen Daley, June 5, 2009
Software budget outlook and preferred purchasing channels by company size that provides insight into how the current global economic climate is affecting IT budgets, an overview of software budget breakdowns, and a comparison of preferred purchasing channels . . .
For B2B Market Research Professionals
Software Budget Outlook And Goals By Region: 2008 To 2009 (256 KB PPT)
by Ellen Daley, June 5, 2009
Software budget outlook and goals of North American and European firms for 2008 to 2009. An overview of spending on new initiatives versus ongoing software operations and maintenance, as well as budget breakdowns for software spending, and goals that . . .
