Change Approval Form

This approval template provides a format that will indicate the top-ranked projects that have been identified to proceed, and suggest a format for obtaining official...

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...

Vendor Scorecard

Assess vendors regularly with useful metrics to optimize your vendor portfolio.

Project Portfolio Workbook

Use this workbook as a model or first iteration for your homegrown PPM solution. Follow the steps in Info-Tech's Grow Your Own PPM Solution blueprint to populate,...

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...

Requirements Gathering SOP and BA Playbook

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

Project Intake and Prioritization Tool

Use the Project Intake and Prioritization Tool as a template to help you track and prioritize project requests.

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....

IT Steering Committee Meeting Agenda

A formal agenda prepared and distributed ahead of each meeting will help focus the efforts of the IT steering committee and keep all parties on track. Use this template...

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...
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