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.

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.

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 the...

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.

Sample Communication Plan

A sample template to guide your communications around the integration and implementation of your overall service desk improvement initiatives.

BI Strategy and Roadmap Presentation Template

A template to help you build a clear and compelling strategy document for stakeholders.

Requirements Gathering Communication Tracking Template

Use this template to structure and manage ongoing communications among key requirements gathering implementation stakeholders.

BI Strategy and Roadmap Template

Use this template throughout this project to document findings as you conduct and complete assessments and key ideas and opportunities for your BI program.

Change Management Process Library

This template is designed to provide an example of pre-approved, normal, expedited, and emergency change workflows that make up the change management process.

Service Desk Internal Service Level Agreement Template

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