Project & Portfolio Management - Templates & Policies

Request for Change Form

The creation of a request for change (RFC) form for the enterprise can be a time consuming and daunting task. Save time by customizing this form to the context of your...

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...

Project Kick-off Meeting Agenda Template

The project kick-off meeting is an essential step of successful project management. It should be conducted at the start of the project execution or phase initiation....

Project Team Meeting Agenda Template

Keeping the team informed is critical to project health. Project teams should participate in regular meetings to communicate project status, identify issues, and track...

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...

Project Milestones Report Template

The beginning stages of the project are dedicated to working out the details of the project task schedule. Take advantage of this template to determine and create a...

IT Peer Advisory Committee Charter

Ongoing IT input provided through committees can provide continuous feedback to stakeholders who might not otherwise solicit IT's advice in decision-making.

Senior Management Expectation Survey

Use the following survey to evaluate senior management's expectations of IT.

Quarterly Metrics Review with the CIO

Establish quarterly metric reviews with your CIO to support capacity planning and management. Use this template to create a metrics report for your CIO.

Weekly Metrics Review with Staff

As an Infrastructure Manager, your time is scarce. Use this template to ensure that weekly metrics reviews are isolated to those facts you need to know about - SLA...
Visit our COVID-19 Resource Center and our Cost Management Center
Over 100 analysts waiting to take your call right now: 1-519-432-3550 x2019
GET HELP Contact Us
×
VL Methodology