Small Enterprise Resources - Templates & Policies

Request for Information Template

Use this template for issuing a Request for Information (RFI).

Crisis Communication Guidelines and Templates

Develop a crisis communication plan and pre-planned communications.

Light Project Request Form

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

Detailed Project Request Form

Use the Detailed Project Request Form if your intake processes require more friction.

Service Desk Internal Service Level Agreement Template

Create the internal service desk SLA by amalgamating the insights from the current and target state analysis.

Service Desk Executive Presentation

Improving service desk processes requires the cooperation of key stakeholders. Use the executive presentation to provide an overview of the project, its objectives, and...

Master Tool Frequently Asked Questions

Use this document to address some frequently asked questions regarding the Project Prioritization Resource Alignment Master Tool.

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.

Portfolio Monitoring Process Guide

Portfolio monitoring is concerned with regular visibility into the total set of projects underway across the organization. This document is designed to take managers...

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...
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