Small Enterprise Resources

Minimum-Viable Project and Portfolio Management SOP

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

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.

Storyboard: Outsource Systems Management to Improve Capabilities and Reduce Costs

Outsourcing can extend your systems management capabilities and save money in the process, but many organizations report dissatisfaction with their outsourcing...

IT Project Management Lite Storyboard

Provide project managers with processes that they have the time to follow.

Discover AI Use Cases in Healthcare

Artificial intelligence (AI) in healthcare is on the rise and shows significant potential benefits to increase operational efficiency, improve patient outcomes, and...

Portfolio Operating Plan for Small Enterprise

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

Formalize Project Portfolio Management for Small Enterprise – Phases 1-2

Make big gains in small steps.

Email Approval Template

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

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.

Performance Feedback Form

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