Formalize Project Portfolio Management for Small Enterprise – Phase 2: Implement the Plan

Choose a PPM solution to match your PPM capabilities.

Formalize Project Portfolio Management for Small Enterprise – Phase 1: Develop the Plan

Ensure success by taking a "crawl, walk, run" approach to building PPM capability.

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,...

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

Make big gains in small steps.

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.

PPM for Small Enterprise – Setup Implementation Guide

This implementation guide offers detailed, step-by-step instructions for setting up Info-Tech's portfolio workbook templates.

Project Acceptance Form

Use this form to obtain sign-off that the project has been completed, deliverables have been received, and the results are accepted.

Capture Basic Project Information Template

Use this template to document basic project information. Create it at the start of the project, when key elements are defined and submitted for approval.

Performance Feedback Form

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