Small Enterprise Resources

Portfolio Operating Plan for Small Enterprise

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

Performance Feedback Form

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

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,...

Email Approval Template

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

Formalize Project Portfolio Management for Small Enterprise – Executive Brief

This executive brief will help you gain buy-in for formalizing a PPM Operating Plan for your small business.

Rationalize Your Application Portfolio Workbook

Use this workbook to build your application portfolio management playbook.

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.

BCP Project Roadmap Tool

Building up business continuity capabilities is a marathon; most organizations don't have the resources to mitigate all risks immediately.

Formalize Project Portfolio Management for Small Enterprise – Phases 1-2

Make big gains in small steps.

Business Unit BCP Prioritization Tool

Prioritize business units for BCP planning, based on the severity and scope of business impact.
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