Small Enterprise Resources - Templates & Policies

Optimize IT Change Management Improvement Initiative: Project Summary Template

Stakeholder support can make or break a change management initiative. The project summary template provides an example of how to organize your process improvements for...

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.

Email Approval Template

The project prioritization committee must communicate project rankings to senior management and obtain support for moving forward.

Performance Feedback Form

Use this feedback form to assess and provide professional and constructive feedback to project team members.

Portfolio Operating Plan for Small Enterprise

Use this template to document decisions, policies and procedures around your portfolio operating plan.

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,...

DRP Recovery Workflow Template

Build your own current state and desired state DRP recovery workflow based on Info-Tech's template.

Incident Management and Service Desk SOP

Use this template to record the key details required for effective critical incident management, including a list of critical IT services, a list of key upper tier...

List of Sample Problems

Use this list of problems as a place to start when practicing root cause analysis with the problem management team. The template's list of problems includes those in both...

Small Enterprise Executive Presentation Template

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

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