Project & Portfolio Management - Templates & Policies

Senior Management Expectation Survey

Use the following survey to evaluate senior management's expectations of IT.

IT Peer Advisory Committee Charter

Ongoing IT input provided through committees can provide continuous feedback to stakeholders who might not otherwise solicit IT's advice in decision-making.

Project Meeting Follow-up Template

The project team, project manager, and project sponsor must be on the same page at all times. Regular meetings and active communication are imperative, but without...

Project Milestones Report Template

The beginning stages of the project are dedicated to working out the details of the project task schedule. Take advantage of this template to determine and create a...

Project Kick-off Meeting Agenda Template

The project kick-off meeting is an essential step of successful project management. It should be conducted at the start of the project execution or phase initiation....

Project Team Meeting Agenda Template

Keeping the team informed is critical to project health. Project teams should participate in regular meetings to communicate project status, identify issues, and track...

E-Mail TCO Worksheet

The “E-Mail TCO Worksheet” helps IT leaders peer into existing e-mail infrastructure and provisioning costs. IT leaders will gather expense information for 19 specific...

Request for Change Form

The creation of a request for change (RFC) form for the enterprise can be a time consuming and daunting task. Save time by customizing this form to the context of your...
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