Small Enterprise Resources - Templates & Policies

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...

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

When taking service desk initiatives, they should be communicated to affected stakeholders to create end-user buy-in and get support from management when improvements go live

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.

Project Charter and Status Update Template

Use this template to take a lean approach to scoping initiatives during planning stages and tracking its progress during its execution.

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...

Project Intake for Small Enterprise SOP Template

Create a repeatable process for project intake by leveraging the complete project intake SOP template.

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.

Business SWOT Analysis Template

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