Project & Portfolio Management - Templates & Policies

Request for Quotation Template

Use this template to issue a Request for Quotation.

Project Management SOP Template

The Project Management SOP Template is used to document your project management processes as you customize them to fit your organization's needs.

Transition Plan Template

This Transition Plan Template is designed to help you develop and document action items, communication timelines, roles and responsibilities, and other elements of the...

Light Project Request Form

Use the Light Project Request Form if your intake processes require less friction.

Detailed Project Request Form

Use the Detailed Project Request Form if your intake processes require more friction.

PPM Solution RFP Template

Use this template to create a request for proposal (RFP) document to be used in the selection process of this project.

Stakeholder Power Map Template

Identify and prioritize the stakeholders that are important to your IT strategy development effort.

Handover to Operations Template

The Handover to Operations Template is used to document all necessary steps to transfer project knowledge and technical documents. Use this template to document important...

Security Assessment Policy – NIST

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

Kick-Off Meeting Agenda Template

Use this template to guide your project kick-off meetings.
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