Project & Portfolio Management - Templates & Policies

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.

Microsoft Project & M365 Action Plan Template

Use this template in conjunction with Info-Tech’s Determine the Future of MS Project for Your Organization blueprint. It is comprised of four sections, one of which you...

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.

Advanced Business Change Description Template

To effectively communicate with staff, it is important to put the business rationale behind changes and their expectations into writing. This will be very useful when...

Application Maintenance Stage Gate Assessment

This stage gate checklist allows the IT department to determine if it is ready to take on the task of improving its application maintenance processes.

Application Maintenance Strategy Project Workbook

This workbook contains a series of exercises for recording key decisions in executing an application maintenance strategy project.

Target State Maintenance Workflow

Build out a complete business process diagram for your current application maintenance process.
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