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{"sheet":"Draft Assessment","index":0,"n_rows":80,"n_cols":20,"rows_kept":80,"cut":false,"hidden":false,"merged":[[42,4,42,18],[48,4,48,18],[63,4,63,18],[0,3,0,18],[1,14,1,18],[4,4,4,18],[17,4,17,18],[32,4,32,18],[1,4,1,8]]}
[]
[null,null,null,null,"Current State",null,null,null,null,null,null,null,{"$f":"AVERAGE(M5:M52)","v":1},"Future State","Future State",null,null,null,null,"Comments"]
[]
[{"$f":"SUM(A6:A80)","v":0},null,null,"Assessment Questions","1  Planned","2   Started","3   In Progress","4   Complete","N/A Opt-Out",null,null,null,null,null,"1  Planned","2   Started","3   In Progress","4   Complete","N/A Opt-Out","This field is intended to document the rationale and thoughts at the time the self-assessment. "]
[null,null,null,"Engagement","The questions in this section should be answered from the perspective:\n\nA successful TBM program taps into many facets of the IT department and requires engagement/support from leadership and their direct reports"]
[{"$f":"IF(C6=\"\",\"\",IF(C6=5,\"N/A\",B6*(C6)))","v":""},1,null,"The organization continuously reviews, assesses, and improves IT budgeting, planning, and forecasting processes leveraging TBM data",null,null,null,null,null,null,null,{"$f":"IF(N6=\"\",\"\",IF(N6=5,\"N/A\",M6*(N6)))","v":""},1]
["",1,null,"The organization has a TBM governance process that evaluates IT investment alignment and value to the agency's mission",null,null,null,null,null,null,null,"",1]
["",1,null,"The organization effectively leverages TBM metrics (TCO, performance, risk) to identify IT projects, services, and technologies to support the mission of the agency",null,null,null,null,null,null,null,"",1]
["",1,null,"Proposed Initiatives go through a strategic review and use TBM methodologies to account for cost and value",null,null,null,null,null,null,null,"",1]
["",1,null,"The CXO(s)/ACXOs understand the value TBM brings and is a champion/sponsor of your TBM program",null,null,null,null,null,null,null,"",1]
["",1,null,"There is a TBM partnership between IT, Mission, Finance, Budget, Procurement and HR functions and operations",null,null,null,null,null,null,null,"",1]
["",1,null,"The CIO’s direct reports, as well as, service/application owners understand the value of TBM and are on board with contributing to the TBM program",null,null,null,null,null,null,null,"",1]
["",1,null,"Organizational Change Management aspects such as training and opportunities for continued learning have been provided to service, project, and application owners (and other stakeholders such as budget, finance, acquisition, 'HR, etc.) to develop their understanding of TBM principles. ",null,null,null,null,null,null,null,"",1]
["",1,null,"Based on their knowledge of TBM principles, service, project, and application owners (and other stakeholders) are able to effectively engage in optimization (cost and process) efforts that track costs of services, measured by unit cost, volume and quality of service delivered.",null,null,null,null,null,null,null,"",1]
["",1,null,"Vendors are partners in TBM and support the agency's value measures and principles.",null,null,null,null,null,null,null,"",1]
["",1,null,"We partner with procurement so that SOW/Contracts/invoices include the granularity and required language to ensure the contract deliverables are in alignment with the TBM Framework.",null,null,null,null,null,null,null,"",1]
[null,null,null,"A Roadmap for TBM program continuous improvement/evolution exists and is socialized broadly among stakeholders",null,null,null,null,null,null,null,{"$f":"IF(N17=\"\",\"\",IF(N17=5,\"N/A\",M17*(N17)))","v":""},1]
[null,null,null,"Taxonomy","The questions in this section should be answered from the perspective:\n\nAligning with the TBM taxonomy from cost pools all the way up to business units provides the foundation for not only standards in financial reporting but also benchmarking and a better understanding for business units of business unit consumption of IT."]
["",1,null,"Our organization has fully aligned IT Portfolio investment budget data to all Cost Pools",null,null,null,null,null,null,null,"",1]
["",1,null,"Our organization has fully aligned IT Portfolio investment budget data to all IT Towers",null,null,null,null,null,null,null,"",1]
["",1,null,"Our organization has fully aligned IT spend/execution to all cost pools",null,null,null,null,null,null,null,"",1]
["",1,null,"Our organization has aligned IT spend/execution to all towers.",null,null,null,null,null,null,null,"",1]
["",1,null,"Our organization has a comprehensive service catalog.",null,null,null,null,null,null,null,"",1]
["",1,null,"Our organization leverages TBM transparency to build trust with the community it serves.",null,null,null,null,null,null,null,"",1]
["",1,null,"Our organization has aligned IT costs and consumption to IT services and applications.",null,null,null,null,null,null,null,"",1]
["",1,null,"Our organization has identified service owners who track IT cost and can manage their IT service spend.",null,null,null,null,null,null,null,"",1]
["",1,null,"Services consumption (by IT Resources consumed (labor, storage, vm, etc.))  is modeled to show a fully burdened TCO.",null,null,null,null,null,null,null,"",1]
["",1,null,"IT Services consumption (by business units) is modeled/allocated to show TCO to clients.",null,null,null,null,null,null,null,"",1]
["",1,null,"We know the cost drivers of services and applications and are leading conversations with clients on managing consumption.",null,null,null,null,null,null,null,"",1]
["",1,null,"Our organization provides transparency through showback or charge back at the service level.",null,null,null,null,null,null,null,"",1]
["",1,null,"Our organization can show how IT services relate to business units, drive business capabilities and enable the mission.",null,null,null,null,null,null,null,"",1]
["",1,null,"TBM metrics and insights are used to influence behavior and manage demand.",null,null,null,null,null,null,null,"",1]
[null,null,null,"Data","The questions in this section should be answered from the perspective:\n\nData are key to a successful TBM  implementation, however, continually changing. Although they may never be perfect, processes in place assure that data integrity, completeness, tagging are maintained."]
["",1,null,"Our cost modeling incorporates the core datasets representing  Financial (G/L, Budget, HR), Operational (Assets, CMDB, Tickets etc.) and Procurement (Vendors, Cloud services etc.).",null,null,null,null,null,null,null,"",1]
["",1,null,"Data are regularly refreshed on a monthly or quarterly basis using a  largely automated workflow for cleansing, enrichment, mapping and allocation rules.",null,null,null,null,null,null,null,"",1]
["",1,null,"We have consumption data across the IT service portfolio to show how business units consume our services.",null,null,null,null,null,null,null,"",1]
["",1,null,"There is referential integrity and standardized naming conventions across data sets or cross reference tables are in place to provide that referential integrity.",null,null,null,null,null,null,null,"",1]
["",1,null,"Cloud resources are tagged to the service, application or project they support.",null,null,null,null,null,null,null,"",1]
["",1,null,"Allocation methods for cost pools and towers utilize standardized metadata such as BOC, PSC, etc.",null,null,null,null,null,null,null,"",1]
["",1,null,"Cost allocation methods for services and business units have moved from an 'even-spread'  to allocations based on other attributes in the model (e.g. consumption, utilization etc.).",null,null,null,null,null,null,null,"",1]
["",1,null,"Data insights look for IT-related spend outside of the OCIO to identify areas of 'shadow IT' so that it can be incorporated into the IT portfolio.",null,null,null,null,null,null,null,"",1]
["",1,null,"TBM data is used to perform insight hunting (identifying opportunities for improvements thru patterns or trends in the data).",null,null,null,null,null,null,null,"",1]
[null,null,null,"Automation","The questions in this section should be answered from the perspective:\n\nAutomation is essential to sustaining a repeatable model, integrating disparate data sets and maturing an organization's TBM program. Additionally, it reduces the potential for errors from manually updating data."]
["",1,null,"At least 50% of data incorporated into our model is refreshed through an automated process (API, SQL Query, FTP, etc.).",null,null,null,null,null,null,null,"",1]
["",1,null,"All  Financial (G/L, Budget, HR), Operational (Assets, CMDB, Tickets etc.) and Procurement (Vendors, Cloud services etc.) data used in the model are updated automatically monthly or quarterly.",null,null,null,null,null,null,null,"",1]
["",1,null,"Infrastructure consumption data from VM environments, storage, cloud, etc. is updated automatically monthly or quarterly.",null,null,null,null,null,null,null,"",1]
["",1,null,"Automation and governance keeps the portfolios of services, applications and projects up to date and integrated with the TBM model in real time.",null,null,null,null,null,null,null,"",1]
["",1,null,"Cloud service costs are received in an automated fashion and costs are aggregated with other on-prem compute, storage and labor costs on a per service/application basis.",null,null,null,null,null,null,null,"",1]
[null,null,null,"Reporting and Metrics","The questions in this section should be answered from the perspective:\n\nReporting & Metrics are transforming data to actionable information and maturing to inform decision making at operational and strategic levels and thus TBM is being integrated into the  way the organization does business. "]
["",1,null,"We can provide IT budget execution updates monthly or quarterly. ",null,null,null,null,null,null,null,"",1]
["",1,null,"We can provide cost pool level budget to spend variances monthly (baseline by original budget and quarterly reforecast).",null,null,null,null,null,null,null,"",1]
["",1,null,"Cost drivers (highest element of cost) are identified across the service and application portfolio.",null,null,null,null,null,null,null,"",1]
["",1,null,"The organization leverages data, analytics, and insights identify opportunities, define business cases for change and measure investment execution outcomes.",null,null,null,null,null,null,null,"",1]
["",1,null,"Performance measurements are aligned to overall business  strategies/goals/objectives and effectively reflect customer needs.",null,null,null,null,null,null,null,"",1]
["",1,null,"A process exists to identify 'Shadow IT' so that it can be controlled, reported on and incorporated into the IT portfolio.",null,null,null,null,null,null,null,"",1]
["",1,null," Operational and executive reporting informs management decision-making and decisions are more strategic due to the actionable information from TBM metrics.",null,null,null,null,null,null,null,"",1]
["",1,null," Multiple models are used so that both O&M spend and DME capital are tracked and amortization (of capital) is used for rates management.",null,null,null,null,null,null,null,"",1]
["",1,null," The insights gained from TBM are used in application rationalization decision making.",null,null,null,null,null,null,null,"",1]
["",1,null,"Project funding controls provide the necessary flexibility to deliver IT business products on time and on budget.",null,null,null,null,null,null,null,"",1]
["",1,null,"TBM insights are pushed to the relevant stakeholders automatically for their consideration.",null,null,null,null,null,null,null,"",1]
["",1,null,"Advanced analytics, such as, machine learning, NLP, discovery tools, etc., are leveraged to find insights and produce metrics.",null,null,null,null,null,null,null,"",1]
["",1,null,"Leveraging benchmarking data to inform decision-making.",null,null,null,null,null,null,null,"",1]
["",1,null,"Data are up to date and readily available so the time it takes to answer ad-hoc queries on cost has been reduced by 50% or more.",null,null,null,null,null,null,null,"",1]
[null,null,null,"Value","The questions in this section should be answered from the perspective:\n\nValue section is meant to focus on how the TBM data can add value to the organization (i.e. input into decision making, support modernization and other priority IT initiatives, governance, portfolio optimization, IT at the table in developing Agency strategic plans, etc.)."]
["",1,null,"TBM has enabled the IT organization to understand which services drive the agency business and mission goals and objectives.",null,null,null,null,null,null,null,"",1]
["",1,null,"Through TBM the IT organization is recognized as an enabler for the mission of the agency.",null,null,null,null,null,null,null,"",1]
["",1,null,"The TBM office enables the IT organization to show it has optimized O&M spend year over year.",null,null,null,null,null,null,null,"",1]
["",1,null,"TBM focused the IT organization in executing plans to modernize and further automate the agency.",null,null,null,null,null,null,null,"",1]
["",1,null,"TBM enhanced the ability for the IT organization to participate in strategic discussions with the agency and uses such involvement as a planning and prioritization tool.",null,null,null,null,null,null,null,"",1]
["",1,null,"TBM provides the baseline to measure and validate initiatives after launch to determine how well they achieved the originally stated benefits and ROI. Examples of Initiatives include cyber strategy, data center optimization, cloud migration, application rationalization, platform modernization, IT managementn automation, business process automation, etc. ",null,null,null,null,null,null,null,"",1]
[{"$f":"IF(C71=\"\",\"\",IF(C71=5,\"N/A\",B71*(C71)))","v":""},1,null,"TBM is integrated into IT Governance (ARB, IRB, etc.).",null,null,null,null,null,null,null,{"$f":"IF(N71=\"\",\"\",IF(N71=5,\"N/A\",M71*(N71)))","v":""},1]
[null,null,null,"Aspects of the TBM Framework and data are integated into IT Budgeting (PPBE) processes. ",null,null,null,null,null,null,null,{"$f":"IF(N72=\"\",\"\",IF(N72=5,\"N/A\",M72*(N72)))","v":""},1]
[null,null,null,"Aspects of the TBM Framework and data are interated into IT Acquisition Management processes. ",null,null,null,null,null,null,null,{"$f":"IF(N73=\"\",\"\",IF(N73=5,\"N/A\",M73*(N73)))","v":""},1]
[null,null,null,"Aspects of the TBM Framework and data are integrated into IT Demand Management and IT Portfolio Management processes.",null,null,null,null,null,null,null,"",1]
[null,null,null,"Aspects of the TBM Framework and data are integrated into IT Financial Management processes.",null,null,null,null,null,null,null,"",1]
["",1,null,"TBM influences the IT Investment Portfolio has been revised to reflect Services and to identify DME initiatives that contribute to new or enhanced services.",null,null,null,null,null,null,null,"",1]
["",1,null,"TBM is acknowledged as bringing value to the org's C-suite to grow and change the business.",null,null,null,null,null,null,null,"",1]
["",1,null,"Through TBM our customers/stakeholders (consumers of IT) understand the value IT brings to enable the agency.",null,null,null,null,null,null,null,"",1]
["",1,null,"TBM's transparency provides the details our customers/stakeholders need to understand the relationship between their decisions/needs and the impact they have on IT costs  (people, technology and time).",null,null,null,null,null,null,null,"",1]
["",1,null,null,null,null,null,null,null,null,null,null,null,1]

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[{"$f":"SUM(A2:A38)","v":116},null,null,"Question#","1 Strongly Disagree","2   Somewhat disagree","3   Neither disagree nor agree","4   Somewhat agree","5   Strongly agree","N/A - Opt Out"]
[{"$f":"B2*C2","v":3},1,3,"The organization continuously reviews, assesses, and improves IT budgeting, planning, and forecasting processes"]
[20,4,5," The organization has a reliable governance structure to determine which costs can be reinvested into growth services"]
[4,1,4," The organization effectively identifies appropriate new projects, services, and technologies to support the mission of the agency"]
[4,1,4,"Business cases go through a strategic review and are standardized and consistently applied to evaluate new projects, services, and technologies"]
[3,1,3,"Is the CIO engaged and a champion or sponsor of your TBM program"]
[5,1,5,"The CIO’s direct reports are on board with assisting in driving the TBM program"]
[null,null,null,"Taxonomy"]
[2,1,2,"Our organization has fully mapped to all cost pools"]
[3,1,3,"Our organization has mapped to all towers"]
[4,1,4,"Our organization has a comprehensive service catalog"]
[4,1,4,"Our organization has mapped to services and applicaitons"]
[3,1,3,"Our organization has identified service owners who are empowered to run and manage their"]
[2,1,2,"Services are modeled to show a fully burdened TCO"]
[1,1,1,"All service have published rates"]
[2,1,2,"Our organizations provides showback or charge back at the service level"]
[null,null,null,"Data"]
[2,1,2,"How many data sets are incorporated in you model"]
[2,1,2,"Are data regularly refreshed"]
[2,1,2,"Of the data incorporated into your model, what percentage of data is refreshed through an automated process (API, SQL Query, FTP, etc)"]
[2,1,2,"Do you have consumption data across your service portfolio to show how business unit consumption"]
[null,null,null,"Reporting and Metrics"]
[4,1,4,"We can  provide budget updates monthly"]
[3,1,3,"We can provide cost pool level budget to spend variances monthly"]
[2,1,2,"Cost drivers are identified across the service and application portfolio"]
[3,1,3,"The organization leverages data, analytics, and insights to predict IT and investment outcomes"]
[4,1,4," Performance measurements are aligned to overall business strategies/goals/objectives and effectively reflect customer needs"]
[5,1,5,"Shadow IT is an immaterial portion of total IT spending and well controlled and reported"]
[4,1,4," Operational and executive reporting enables effective management decision making"]
[3,1,3," Multiple models are used so that both O&M spend and DME capital are tracked and depreciation is used for rates management"]
[2,1,2,"The cost and function of applications is well established and reviewed across the portfolio for duplication"]
[1,1,1,"Project funding controls provide the necessary flexibility to deliver business products on time and on budget"]
[null,null,null,"Value"]
[5,1,5,"The IT organization understands which services drive the agency"]
[null,null,null,"The IT organization is an enabler for the mission of the agency"]
[4,1,4,"The IT organization can show it has optimized year over year"]
[4,1,4,"The IT organization is executing a plan to modernize and further automate the agency"]
[4,1,4,"The IT organization participates in strategic discussions with the agency and uses such involvement as a planning and prioritization tool"]

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[null,null,"Scores Averaged based on number of questions answered"]
[null,null,null,"Current State","Future State"]
[null,null,"Engagement",{"$f":"AVERAGE('Draft Assessment'!A6:A17)","v":{"$error":"#DIV/0!"}},{"$f":"AVERAGE('Draft Assessment'!L6:L17)","v":{"$error":"#DIV/0!"}}]
[null,null,"Taxonomy",{"$f":"AVERAGE('Draft Assessment'!A19:A32)","v":{"$error":"#DIV/0!"}},{"$f":"AVERAGE('Draft Assessment'!L19:L32)","v":{"$error":"#DIV/0!"}}]
[null,null,"Data",{"$f":"AVERAGE('Draft Assessment'!A34:A42)","v":{"$error":"#DIV/0!"}},{"$f":"AVERAGE('Draft Assessment'!L34:L42)","v":{"$error":"#DIV/0!"}}]
[null,null,"Automation",{"$f":"AVERAGE('Draft Assessment'!A44:A48)","v":{"$error":"#DIV/0!"}},{"$f":"AVERAGE('Draft Assessment'!L44:L48)","v":{"$error":"#DIV/0!"}}]
[null,null,"Reporting",{"$f":"AVERAGE('Draft Assessment'!A50:A63)","v":{"$error":"#DIV/0!"}},{"$f":"AVERAGE('Draft Assessment'!L50:L63)","v":{"$error":"#DIV/0!"}}]
[null,null,"Value",{"$f":"AVERAGE('Draft Assessment'!A65:A79)","v":{"$error":"#DIV/0!"}},{"$f":"AVERAGE('Draft Assessment'!L65:L79)","v":{"$error":"#DIV/0!"}}]
[]
[]
[]
[null,null,null,null,null,null,null,null,"average(sum (question response score*weight))/qty question response levels * "]