Small Enterprise Resources - Templates & Policies

Performance Feedback Form

Use this feedback form to assess and provide professional and constructive feedback to project team members.

Reference Check Interview Template

Use this template as the basis for a call script when checking a candidate's references. It can also be used as documentation to record answers and information acquired.

Email Approval Template

The project prioritization committee must communicate project rankings to senior management and obtain support for moving forward.

Employee Agreement

An Employment Agreement is the most important document that a new employee will ever sign for your organization. In essence, it defines the full legal rights and...

Minimum-Viable Project and Portfolio Management SOP

Rather than just another project document, make your SOP the key to your survival guide.

Operations Security Policy – ISO

The purpose of this policy is to ensure the secure operations of information processing facilities within and related to an organization.

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.

Job Offer Request Form

The interviews are over and a candidate has been selected. The Human Resources Department must be notified about your selected candidate so that the formal job offer...

PPM for Small Enterprise – Resource Allocation Implementation Guide

This implementation guide offers detailed step by step instructions for setting up the resource management aspect of the PPM solution. This includes resource allocation,...

Portfolio Operating Plan for Small Enterprise

Use this template to document decisions, policies and procedures around your portfolio operating plan.
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