Project & Portfolio Management - Templates & Policies

Application Maintenance Visual SOP Intake Template

A Standard Operating Procedure (SOP) is an essential component in making sure all operational stakeholders execute a consistent process for application maintenance estimation.

Application Maintenance Communication Plan

Construct a formal communication plan to engage stakeholders through structured channels.

Minimum-Viable Project and Portfolio Management SOP

Rather than just another project document, make your SOP the key to your survival guide.

Zero-Allocation Project Manager Development Plan

A zero-allocation project management workshop/team building activity.

Zero-Allocation Project Management Survival Guide

The most viable and effective way to ensure project manager compliance with the portfolio reporting process is to incorporate activities that create value by helping them...

Resource Management Strategy

Use this template to record your resource management strategy decisions.

Benefits Realization Assessment Survey

Use this survey to assess the level of project and benefits realization success at your organization. You will use the results of this survey as inputs to Info-Tech’s...

Detailed Project Request Form

Use the Detailed Project Request Form if your intake processes require more friction.

Light Project Request Form

Use the Light Project Request Form if your intake processes require less friction.

Comprehensive Business Case Template

Use the Comprehensive Business Case Template for requests that require more rigorous business case development.
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