Project & Portfolio Management - Templates & Policies

Resource Management Process Flow Template

Use this template to document your resource management process in a swim-lane flowchart format.

Project Success Assurance Report Template

This report template is the base template used by Info-Tech’s advisors as part of Info-Tech’s Project Success Assurance service. The contents of the report can be used to...

Project Success Assurance Report (Sample PDF)

This sample PDF report shows a version of the document that gets delivered to you by an Info-Tech advisor after each service touchpoint in Info-Tech’s Project Success...

Digital Portfolio Management Program Executive Presentation

Communicate the results of your enterprise porfolio management program using this template executive communication deck.

Security Risk Management Policy Template

Info-Tech's Security Policy templates allow you to easily develop new policy documents.

PMO Strategic Plan

This template will help you compose a PMO strategy. Follow the steps in the blueprint to complete the strategy.

PMO MS Project Plan Sample

Use this tool to determine the next steps and assign tasks to the appropriate people.

M365 Task Management Tool Guide

Optimize how you manage your day-to-day tasks with the productivity tools in M365.

M365 Project Management Tool Guide

Determine the right Microsoft Project options for your project managers.

M365 Project Portfolio Management Tool Guide

Determine your options to manage the project portfolio with the Microsoft suite.
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