Formalize Project Portfolio Management for Small Enterprise – Phase 2: Implement the Plan

Choose a PPM solution to match your PPM capabilities.

PPM for Small Enterprise – Setup Implementation Guide

This implementation guide offers detailed, step-by-step instructions for setting up Info-Tech's portfolio workbook templates.

PPM for Small Enterprise – Resource Allocation Implementation Guide

This implementation guide offers detailed step by step instructions for setting up the resource management aspect of the PPM solution. This includes resource allocation,...

IT Steering Committee Charter

Use this template to create an IT steering committee charter.

Requirements Gathering Communication Tracking Template

Use this template to structure and manage ongoing communications among key requirements gathering implementation stakeholders.

Business Requirements Document Template

Use this template to record the functional, quality, and usability requirements into formats that are easily consumable for future analysis, architectural, and design...

Rebalance Project Intake for Small Enterprise

Successful project intake doesn't require additional time, administrative overhead, or high PPM maturity. Build intake discipline one step at a time by adopting a...
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Rebalance Project Intake for Small Enterprise – Executive Brief

This executive brief will help build the case for rebalancing project intake one achievable step at a time.

Rebalance Project Intake for Small Enterprise – Phases 1-2

Successful project intake doesn't require additional time, administrative overhead, or high PPM maturity. Build intake discipline one step at a time by adopting a...

Rebalance Project Intake for Small Enterprise – Phase 1: Create a Standardized Intake Process

Adopt an intake workflow appropriate to the IT department’s capacity.
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