Project & Portfolio Management - Templates & Policies

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.

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.

Project Intake, Approval, and Prioritization Communications Template

Use this template to compile and communicate the standard operating procedures that you have developed over the course of this blueprint.

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...

Resource Management Strategy

Use this template to record your resource management strategy decisions.

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...

Business Process Management Vendor Demo Script

Use this template to support your business's evaluation of vendors and their solutions. Provide vendors scenarios that prompt them to display not only their solution's...
GET HELP Contact Us
×
VL Methodology