Project & Portfolio Management - Templates & Policies

Communication Plan Template

The Communication Plan Template is used to document and organize your strategy and tactics to effectively get your message across and to address feedback.

Request for Information Template

Use this template for issuing a Request for Information (RFI).

Request for Quotation Template

Use this template to issue a Request for Quotation.

Requirements Gathering Process Flow Diagram Template

This template will assist organizations in mapping their requirements gathering process. It comes prepopulated with a standard requirements gathering process, but can...

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...

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...

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...

Senior Management Expectation Survey

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

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.
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