Small Enterprise Resources

Detailed Project Request Form

Use the Detailed Project Request Form if your intake processes require more friction.

Light Project Request Form

Use the Light Project Request Form if your intake processes require less friction.

Service Desk Internal Service Level Agreement Template

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

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...

Portfolio Monitoring Dashboard

This tool has been designed to record, display, and analyze a project portfolio containing up to 100 projects. It requires data from each project manager so that...

Express – Managing Projects Implementation Guide

This Info-Tech Express implementation guide provides an overview of the Project Management Toolbox.

Change Approval Form

This approval template provides a format that will indicate the top-ranked projects that have been identified to proceed, and suggest a format for obtaining official...

Master Tool Frequently Asked Questions

Use this document to address some frequently asked questions regarding the Project Prioritization Resource Alignment Master Tool.

Project Prioritization Resource Alignment Master

This tool has been designed to help you determine where resource gaps lie for your prioritized projects. Identifying required staff and budget constraints will help you...

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.
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