Project Management - Templates & Policies

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.

Approval Template

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

Guide to Defining a Project

This guide is designed to help set expectations for how projects are defined by the organization. Its purpose is to help establish what constitutes a project and to help...

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.

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.

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.

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.

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...

Project Request Process

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

Project Prioritization List Maintenance Guidelines

Use this guide to help establish your own Prioritization List Maintenance Plan with the objective to monitor and sustain your project list by continuously examining,...
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