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...

EMR Document Imaging Worksheet

Healthcare organizations looking to implement Electronic Medical Records (EMR) technologies should begin with document imaging. Organize a high level strategy for...

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.

New Project Checklist for the Infrastructure Manager

Infrastructure Managers are often blindsided by upcoming projects that were not accurately scoped in terms of impact on the infrastructure. Use this checklist to ensure...
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