IT Operations

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Formalize Project Portfolio Management for Small Enterprise – Executive Brief This executive brief will help you gain buy-in for formalizing a PPM Operating Plan for your small business.
Requirements Gathering Playbook Adapt this guide to document your requirements gathering process guidelines.
Rebalance Project Intake for Small Enterprise – Phase 1: Create a Standardized Intake Process Adopt an intake workflow appropriate to the IT department’s capacity.
Email Approval Template The project prioritization committee must communicate project rankings to senior management and obtain support for moving forward.
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.
Performance Feedback Form Use this feedback form to assess and provide professional and constructive feedback to project team members.
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,...
Portfolio Operating Plan for Small Enterprise Use this template to document decisions, policies and procedures around your portfolio operating plan.
Formalize Project Portfolio Management for Small Enterprise – Phases 1-2 Make big gains in small steps.