Project & Portfolio Management - Templates & Policies

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.

Software Acquisition and Usage Policy

Use Info-Tech's sample policy to launch software acquisition management efforts to the top of your priority list.

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....

Requirements Gathering SOP and BA Playbook

Use this template to define procedures for how requirements should be gathered at your organization.

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...

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 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...

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.
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