Small Enterprise Resources

Risk Management Workbook

This workbook is used to create the project's risk management plan to mitigate or eliminate potential risks, and track each risk item during project execution.

Quality Management Workbook

This workbook is used to facilitate sound quality management that monitors the status of deliverable quality throughout project execution.

Customer/Sponsor Project Status Meeting Template

This template is used to outline key activities and outcomes of the status meeting. This helps project team members and stakeholders keep track of the project progress.

Level 3 Project Status Report Template

This template informs stakeholders of the project's progress, outlining the key accomplishments, upcoming tasks, and issues. Use this template for level 3 projects.

Light Project Change Request Form Template

The Light Project Change Request Form Template is used to document a scope change request and its assessment and escalation guidelines.

Detailed Project Change Request Form Template

The Detailed Project Change Request Form Template is used to document a scope change request, and its assessment and escalation guidelines.

Service Desk Action Plan Roadmap

Use this roadmap to identify and prioritize tasks that you need to complete as you work to improve your service desk.

Initiative Roadmap Tool

The Initiative Roadmap Tool is used to organize and monitor project work. Project milestones and tasks can accurately be planned out. Once the project begins, real-time...

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...

Info-Tech Express Industry Spotlight: Finance & Insurance

The IT department’s role in ensuring operational efficiency of companies in both the FinTech and InsureTech industries continues to become more and more important....
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