Project Management - Templates & Policies

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,...

Email Approval Template

The project prioritization committee must communicate project rankings to senior management and obtain support for moving forward.

Email to Project Managers Template

This email template is designed to inform project managers that a portfolio monitoring exercise is taking place and that their involvement is required in the process.

Performance Feedback Form

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

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.

Project Request Process

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

QA Checklist for Feasibility Studies Guidelines

Feasibility study stakeholders and reviewers should use this checklist to ensure that the quality of the final report follows corporate standards and meets stakeholder...

Approval Template

At this stage, the project prioritization committee must communicate resource-confirmed project rankings with stakeholders and senior management to obtain support for...

Project Sponsor Meeting Agenda Template

After each project team meeting, use this template to set the agenda for the project manager's meeting with the project sponsor.
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