Assess and Improve Your TBM Maturity Level

Rego is a proud TBM Council ecosystem member, ensuring your methodologies reflect the latest standards and best practices.

Official TBM Council Assessment Tool
Expertly Led by Rego Guides

tbm maturity model

Rego Consulting, in collaboration with the TBM Council, is proud to introduce a new TBM Maturity Model – designed to help organizations assess their TBM practice and maximize the value of TBM.

About the Assessment

The TBM Maturity Assessment 2.0 provides a structured framework to evaluate how effectively an organization aligns technology spending with business value. By measuring progress across Foundations and two dimensions – TBM Modeling and TBM Processes – it reveals gaps, prioritizes areas of improvements, and accelerates the journey from cost center to strategic partner.

Organizations that advance in TBM maturity gain greater transparency, improved decision-making, and the agility to optimize technology investments in support of business outcomes. TBM Maturity Assessment empowers organizations to:

  • Understand their current TBM capabilities and strengths. Or create a checklist for adoption.
  • Identify the highest-impact opportunities for advancement.
  • Reinforce governance and alignment between Technology, Finance, and the Business.
tbm scorecard

How Rego Helps with TBM

Whether you’re just starting out or seeking to refine a mature practice, we can help you:

Level Up and Maximize

Level-up and maximize business transformation at any “layer” of the model.

Act on Ideas

Turn your insights from “interesting” to “actionable.”

Bridge the Gap

Bridge the gap between TBM and Strategic Portfolio Management (SPM).

Deliver Value

Execute processes that empower TBM Value Conversations.

Our Services

We provide a variety of services that takes your organization from a TBM zero to a TBM hero.

Rego’s introductory assessment offering provides up to 20 free hours guided maturity assessment. This assessment leverages the official TBM Council Maturity Assessment 2.0 tool.

  • Core team “interview style” assessment lead by Rego guides.
  • Customized to your organization’s unique goals and objectives.
  • Does not include backend review of existing TBM model or documentation.
  • Self-assessment scoring against assessment criteria.
  • High-level strategic roadmap with high impact next steps.

Rego’s mid-tier offering levels up the original assessment. This offering is a fixed 100 hr assessment, ~ 6 wk engagement built upon an enhanced version (rubric based) of the Maturity Assessment 2.0 tool to produce objective results.

  • Cross-functional “rubric based” assessment lead by Rego guides.
  • Interviews with organization subject matter experts (SME) across Technology, Finance, and the Business.
  • In depth backend technical review of existing TBM model and documentation.
  • Rubric-based scoring against assessment criteria.
  • Detailed strategic roadmap with high impact next steps broken into technical and strategic recommendations.

Rego’s top-tier assessment expands beyond a standard TBM Maturity Audit to include a full, rubric-based evaluation of your end-to-end TBM ecosystem—technology, tools, people, data, and processes. It provides a deep dive into connected disciplines such as FinOps, Strategic Portfolio Management (SPM), IT financial management practices, CSDM, and APM DP, assessing how well the ecosystem supports TBM outcomes. The engagement includes stakeholder interviews, a technical review of the TBM model and data sources, and maturity scoring against best-practice criteria. This offering is customized to your organization’s size, complexity, and operating model, with the goal of understanding the current state, identifying gaps, and delivering a clear strategic roadmap with high-impact next steps to build an integrated, scalable, and data-driven TBM capability.

  • Cross-functional, rubric-based assessment led by Rego experts to evaluate current TBM maturity.
  • Interviews with SMEs across Technology, Finance, and the Business to understand processes, pain points, and goals.
  • Backend technical review of the existing TBM model, data sources, integrations, and documentation.
  • Rubric-based scoring aligned to governance, process, technology, and people best-practice criteria.
  • Evaluation of the broader TBM ecosystem, including tools, reporting, workflows, and data quality.
  • Identification of key gaps, inefficiencies, and opportunities across financial processes and system usage.
  • Clear mapping of “current state vs. desired future state” aligned to business and TBM objectives.
  • Delivery of a strategic roadmap with high-impact recommendations (quick wins, mid-term improvements, strategic shifts).
  • Roadmap includes both technical (model fixes, data improvements, tool enhancements) and strategic (governance, roles, process) actions.
  • Final readout includes findings, scoring, and an executive-ready plan to advance TBM maturity.

Rego Consulting has worked with 60% of Fortune 100 Companies.

We offer a TBM and work management maturity assessment to help your organization get to the next level. Interested? Contact Us!