Project & Portfolio Management - Templates & Policies

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...

Status Report Template

Use this template to structure status reports throughout the execution of the project.

Project Meeting Follow-up Template

The project team, project manager, and project sponsor must be on the same page at all times. Regular meetings and active communication are imperative, but without...
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