Portfolio Management - Templates & Policies
Topics
Types of Content
Project Estimation PlaybookUse this template to track and develop an estimation process that is cohesive and repeatable for all future projects. |
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Project Intake, Approval, and Prioritization SOPUse this template to set up a standard operating procedure for the project intake, approval, and prioritization process. |
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Intake Process Pilot Plan TemplateUse 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. |
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Project Intake Workflow TemplateUse this template to document your project intake, approval, and prioritization workflow in a swim-lane flowchart format. |
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Resource Management PlaybookUse this template to record your resource management strategy including the standard operating procedures for the process that implements the strategy. |
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Resource Management Communications TemplateUse this template to present your resource management practice to stakeholders. |
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Process Pilot Plan TemplateInvest 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... |
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Time-Tracking Survey Email TemplateUse this template to send regular time-audit survey updates. |
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PPM Strategic Plan TemplateThis 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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Portfolio Manager Debut Presentation for Data SuppliersUse this presentation template to communicate information about your new homegrown PPM solution and gain buy-in from PPM project resources. |
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