Managing Projects - Templates & Policies

Level 1 Project Closure Checklist Template

Use this template to create a concise checklist for closing small, low-risk projects.

Scope Statement Template

Use this template to outline project deliverables in detail and provide a common understanding of project scope to all stakeholders.

Stakeholder Communication Planning Template

The Stakeholder Communication Planning Template is used to document your list of initiative stakeholders to track stakeholders and plan communication with them throughout...

Level 1 Project Charter Template

Use this template to create a concise project charter for small, low-risk projects.

Requirements Gathering Technique Guide

Leverage this guide to examine each of the different elicitation and analysis techniques available to facilitate the requirements gathering process.

Elicitation Technique Guide

Leverage this guide to examine each of the different elicitation and analysis techniques available to facilitate the requirements gathering process.

Project Intake for Small Enterprise SOP Template

Create a repeatable process for project intake by leveraging the complete project intake SOP template.

PPM for Small Enterprise – Setup Implementation Guide

This implementation guide offers detailed, step-by-step instructions for setting up Info-Tech's portfolio workbook templates.

Capture Basic Project Information Template

Use this template to document basic project information. Create it at the start of the project, when key elements are defined and submitted for approval.

Project Acceptance Form

Use this form to obtain sign-off that the project has been completed, deliverables have been received, and the results are accepted.
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