Formalize Project Portfolio Management for Small Enterprise – Phase 1: Develop the Plan

Ensure success by taking a "crawl, walk, run" approach to building PPM capability.

Formalize Project Portfolio Management for Small Enterprise – Phase 2: Implement the Plan

Choose a PPM solution to match your PPM capabilities.

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,...

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.

Portfolio Operating Plan for Small Enterprise

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

Light Project Management Process Guide

This document is intended to aid project managers and staff through the process of light, yet structured project management associated with a single project.

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.

Performance Feedback Form

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

Approval Template

At this stage, the project prioritization committee must communicate resource-confirmed project rankings with stakeholders and senior management to obtain support for...
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