Small Enterprise Resources - Templates & Policies

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.

Change Advisory Board Charter

This template includes all the procedures that CAB members will follow during the change approval process.

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.

System Recovery Procedures Template

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

Small Enterprise IT Strategy Template

This template contains an IT strategy for small enterprises filled with examples ready to be tailored to your organization.

IT Incident Management Runbook Blank Template

IT incidents can be categorized into runbooks where a standardized response process is defined, eliminating inconsistency and ambiguity while increasing operational...

Rationalize Your Application Portfolio Workbook

Use this workbook to build your application portfolio management playbook.

Small Enterprise IT Implications Checklist

This checklist helps you consider all implications on the IT organization from a holistic perspective.

BCP Relocation Checklists

Use this tool to plan for and coordinate a business relocation to an alternate site or work-from-home.

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.
Change Advisory Board Charter This template includes all the procedures that CAB members will follow during the change approval process.
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.
System Recovery Procedures Template Use this template to document application or system recovery procedures required to support the DR Incident Response Plan.
Small Enterprise IT Strategy Template This template contains an IT strategy for small enterprises filled with examples ready to be tailored to your organization.
IT Incident Management Runbook Blank Template IT incidents can be categorized into runbooks where a standardized response process is defined, eliminating inconsistency and ambiguity while increasing operational...
Rationalize Your Application Portfolio Workbook Use this workbook to build your application portfolio management playbook.
Small Enterprise IT Implications Checklist This checklist helps you consider all implications on the IT organization from a holistic perspective.
BCP Relocation Checklists Use this tool to plan for and coordinate a business relocation to an alternate site or work-from-home.

Small Enterprise Resources - Templates & Policies

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