Templates & Policies

100-Day Plan Template

Create a 100-day plan as a new IT leader.

Portfolio Operating Plan for Small Enterprise

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

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.

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,...

SIEM Vendor Demo Script

This template is designed to provide Security Information & Event Management (SIEM) vendors with a consistent set of instructions to ensure an objective comparison of...

Web APIs High-Level Design Requirements Template

This design requirements template is meant to describe the necessary business, functional, and non-functional requirements of your web APIs.

Performance Feedback Form

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

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.

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.

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.
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