Project & Portfolio Management - Templates & Policies

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...

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...

Level 3 Project Charter Template

Use this template to create a detailed project charter for large, high-risk projects.

Communications Management Plan Template

The Communications Management Plan Template is used to outline the anticipated communications requirements and the methods to be used for project communication.

Deliverable Acceptance Form Template

Use this template to outline project deliverable sign-off criteria, and ensure business and technical acceptance criteria are met.

Post-Mortem Review Template

The Post-Mortem Review Template is used to assess the project's success by reviewing major aspects of the project execution process and the final deliverables. Lessons...

Comprehensive Business Case Template

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

Fast Track Business Case Template

Use this fast track template if you want to quicken the development of business cases or for those requests that demand less business case rigor.

Web APIs High-Level Design Requirements Template

This design requirements template is meant to describe the necessary business, functional, and non-functional requirements of your web APIs.

Quality Management Roadmap

Use this template to keep track of quality management initiatives.
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