Project & Portfolio Management - Templates & Policies

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Level 2 Project Charter Template Use this template to create a project charter for medium-sized, moderate-risk projects.
Detailed Project Request Form Use the Detailed Project Request Form if your intake processes require more friction.
PPM Solution RFP Template Use this template to create a request for proposal (RFP) document to be used in the selection process of this project.
Transition Plan Template This Transition Plan Template is designed to help you develop and document action items, communication timelines, roles and responsibilities, and other elements of the...
Project Management SOP Template The Project Management SOP Template is used to document your project management processes as you customize them to fit your organization's needs.
Light Project Request Form Use the Light Project Request Form if your intake processes require less friction.
Request for Quotation Template Use this template to issue a Request for Quotation.
Security Risk Management Policy Template Info-Tech's Security Policy templates allow you to easily develop new policy documents.
Project Change Request Template Use this template to track and control changes that occur during the project.
E-Mail TCO Worksheet The “E-Mail TCO Worksheet” helps IT leaders peer into existing e-mail infrastructure and provisioning costs. IT leaders will gather expense information for 19 specific cost...