Small Enterprise Resources

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.

BI Practice Assessment Tool

A structured tool to help you evaluate the gap between your current and target state and build a roadmap to ensure success.

Rebalance Project Intake for Small Enterprise – Executive Brief

This executive brief will help build the case for rebalancing project intake one achievable step at a time.

Rebalance Project Intake for Small Enterprise – Phase 1: Create a Standardized Intake Process

Adopt an intake workflow appropriate to the IT department’s capacity.

Develop and Document a Disaster Recovery Plan for the Small Enterprise

Every organization needs a DRP, small or large. Unfortunately, most organizations fail to create a DRP that quickly recovers critical applications to acceptable data...

Improve Incident and Problem Management Storyboard

This storyboard will help you manage IT problems and incidents, reducing incident volume and severity through effective incident and problem management. Engage in...

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...

Incident Severity Assessment Tool

Use this tool to assign levels of severity (ranging from 1-5) to IT incidents, and separate critical incidents from typical incidents, which will be handled by the lower...
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