4. Building Excel Formulas for Automated Capability Aggregation
To operationalize this framework without investing in expensive, proprietary software, many organizations turn to a .
Each level has specific (e.g., PA 1.1 Process performance, PA 2.2 Work product management). Assessment is done by rating each attribute as:
The objective heavily influences a critical enterprise risk. Cobit 2019 Maturity Assessment Tool Xls
Not all gaps are created equal. Focus remediation efforts on processes where: The gap spans more than 1 capability level.
The process focuses on continuous, proactive improvement.
The process is continuously improved to meet relevant current and projected business goals. Processes are continually improved based on an understanding of common causes of variation. Assessment is done by rating each attribute as:
While specialized Governance, Risk, and Compliance (GRC) software exists, Excel remains highly popular for several reasons:
In your Excel tool, for each selected process, assign a preliminary score using the Process Attributes (Sheet 3). Be honest. If there is no documented standard for change management, you cannot score higher than a Level 2 (Managed).
Stakeholders require clear, high-level summaries. Excel tools utilize pivot charts, bar graphs, and radar (spider) charts to display: Current capability levels vs. Target capability levels. Domain-by-domain maturity summaries. Critical gaps requiring immediate investment. Step-by-Step Guide to Conducting the Assessment The process focuses on continuous, proactive improvement
Maintain a clear version history tab documenting who updated the template, when changes occurred, and what was modified.
within design toolkits contain values ranging from 0 to 4, indicating the relevance of each governance/management objective for respective design factors. However, these values reflect averages established by expert panels. They cannot model every individual situation and should therefore be used with caution—though they give good, representative indications and directional guidance.