Project & Portfolio Management - Templates & Policies

Portfolio Manager Change Plan Template

This template accelerates your deployment by recording decisions and design points in a central "Change Plan".

Deliver Engaging Portfolio Reports With Power BI – Comprehensive Business Case

This financial forecast template allows you to document the costs and benefits of your project as an ROI forecast.

Requirements Management BA Playbook

Use this template to define practices and procedures for how requirements should be managed in your organization.

PPM Transformation Plan Dashboard

A supplement to the PPM Transformation Workbook, this Power BI file integrates with the Excel file, giving you a reporting layer for your roadmap that is easy to manage...

Resource Management Process Flow Template

Use this template to document your resource management process in a swim-lane flowchart format.

Project Success Assurance Report Template

This report template is the base template used by Info-Tech’s advisors as part of Info-Tech’s Project Success Assurance service. The contents of the report can be used to...

Project Success Assurance Report (Sample PDF)

This sample PDF report shows a version of the document that gets delivered to you by an Info-Tech advisor after each service touchpoint in Info-Tech’s Project Success...

Digital Portfolio Management Program Executive Presentation

Communicate the results of your enterprise porfolio management program using this template executive communication deck.

Security Risk Management Policy Template

Info-Tech's Security Policy templates allow you to easily develop new policy documents.

PMO Strategic Plan

This template will help you compose a PMO strategy. Follow the steps in the blueprint to complete the strategy.
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