Project Management - Templates & Policies

IT Steering Committee Charter

Use this template to create an IT steering committee charter.

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.

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.

Light Project Management Process Guide

This document is intended to aid project managers and staff through the process of light, yet structured project management associated with a single project.

Performance Feedback Form

Use this feedback form to assess and provide professional and constructive feedback to project team members.

Capture Basic Project Information Template

Use this template to document basic project information. Create it at the start of the project, when key elements are defined and submitted for approval.

Project Acceptance Form

Use this form to obtain sign-off that the project has been completed, deliverables have been received, and the results are accepted.

Project Request Process

This template is designed to inform people inside the organization that a project prioritization exercise is taking place.

Project Prioritization Process Template

This advanced guide is designed to assist in establishing and defining the project prioritization process. For organizations that warrant a formal process document, this...

IT Steering Committee Charter Use this template to create an IT steering committee charter.
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.
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.
Light Project Management Process Guide This document is intended to aid project managers and staff through the process of light, yet structured project management associated with a single project.
Performance Feedback Form Use this feedback form to assess and provide professional and constructive feedback to project team members.
Capture Basic Project Information Template Use this template to document basic project information. Create it at the start of the project, when key elements are defined and submitted for approval.
Project Acceptance Form Use this form to obtain sign-off that the project has been completed, deliverables have been received, and the results are accepted.
Project Request Process This template is designed to inform people inside the organization that a project prioritization exercise is taking place.
Project Prioritization Process Template This advanced guide is designed to assist in establishing and defining the project prioritization process. For organizations that warrant a formal process document, this...

Project Management - Templates & Policies

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