Project & Portfolio Management - Templates & Policies

Project Intake Workflow Template

Use this template to document your project intake, approval, and prioritization workflow in a swim-lane flowchart format.

Intake Process Pilot Plan Template

Use Info-Tech’s Intake Process Pilot Plan Template to help define the scope of your pilot and set appropriate goals for the test-run of your new processes.

Risk Assessment Policy – NIST

Use Info-Tech's Risk Assessment Policy to define the parameters of your risk assessment program, including the frequency of evaluation.

Security Assessment Policy – NIST

Use Info-Tech's Security Assessment Policy to specify the requirements of security assessments and their associated controls.

Resource Management Playbook

Use this template to record your resource management strategy including the standard operating procedures for the process that implements the strategy.

Process Pilot Plan Template

Invest time and energy into a pilot and lower implementation risk, enhance the details and steps within a process, and improve stakeholder relations prior to a full scale...

Resource Management Communications Template

Use this template to present your resource management practice to stakeholders.

Time-Tracking Survey Email Template

Use this template to send regular time-audit survey updates.

Move/Add/Change Request Form

Trying to manage unscheduled moves, adds, and changes (MACs) to desktop systems and user accounts can be one of IT's biggest headaches. Use a move/add/change request form...

PPM Strategic Plan Template

This template will help you compose a comprehensive PPM strategy. It includes an executive brief to establish the need for PPM, a plan for process improvement, and an...
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