Small Enterprise Resources - Templates & Policies

Light Project Request Form

Use the Light Project Request Form if your intake processes require less friction.

Detailed Project Request Form

Use the Detailed Project Request Form if your intake processes require more friction.

Service Desk Internal Service Level Agreement Template

Create the internal service desk SLA by amalgamating the insights from the current and target state analysis.

Service Desk Executive Presentation

Improving service desk processes requires the cooperation of key stakeholders. Use the executive presentation to provide an overview of the project, its objectives, and...

IT Service Management Demo Script Template

Use this demonstration script to provide service desk solution vendors with a consistent set of instructions, ensuring an objective comparison of product features.

Guide to Understanding Triggers for Re-Prioritization

This guide should be used to identify circumstances in which re-prioritization of projects may be required.

Email to Project Managers Template

This email template is designed to inform project managers that a portfolio monitoring exercise is taking place and that their involvement is required in the process.

Guide to Defining a Project

This guide is designed to help set expectations for how projects are defined by the organization. Its purpose is to help establish what constitutes a project and to help...

Project Prioritization List Maintenance Guidelines

Use this guide to help establish your own Prioritization List Maintenance Plan with the objective to monitor and sustain your project list by continuously examining,...

Master Tool Frequently Asked Questions

Use this document to address some frequently asked questions regarding the Project Prioritization Resource Alignment Master Tool.
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