Small Enterprise Resources - Templates & Policies

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.

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.

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.

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.

System Recovery Procedures Template

Use this template to document application or system recovery procedures required to support the DR Incident Response Plan.

DRP Summary Template

Create the DRP summary document that will become the focus of the DRP audit. This template will organize and centralize a summary of your DRP to help streamline the audit...

Business SWOT Analysis Template

Use this template to complete and document a SWOT analysis for the business.

Data Strategy Planning Interview Guide

Use this interview guide to structure discussions with key business stakeholders.
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