Project & Portfolio Management - Templates & Policies

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.

Time-Tracking Survey Email Template

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

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.

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...

PPM Strategy-Process Goals Translation Matrix Template

This tool will help you engage the executive layer or the project steering committee, who ultimately own the project portfolio, to set the goals, metrics, and targets.

Portfolio Manager 2017 Operating Manual

Use this template to document how you will use your homegrown PPM solution to support your PPM activities.

Portfolio Manager Debut Presentation for Portfolio Owners

Use this presentation template to communicate information about your new homegrown PPM solution and gain buy-in from PPM decision makers.
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