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....

Project Intake and Prioritization Tool

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

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...

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,...

Requirements Management BA Playbook

Use this template to define practices and procedures for how requirements should be managed in your organization.

Vendor Scorecard

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

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...

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...

Service Desk Standard Operating Procedure

This template is designed to help service managers kick-start the standardization of service desk processes.

Light Project Request Form

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