Small Enterprise Resources - Templates & Policies

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.

Portfolio Operating Plan for Small Enterprise

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

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.

Performance Feedback Form

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

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.

Light Project Management Process Guide

This document is intended to aid project managers and staff through the process of light, yet structured project management associated with a single project.

Change Approval Form

This approval template provides a format that will indicate the top-ranked projects that have been identified to proceed, and suggest a format for obtaining official...

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.

Portfolio Monitoring Process Guide

Portfolio monitoring is concerned with regular visibility into the total set of projects underway across the organization. This document is designed to take managers...

Master Tool Frequently Asked Questions

Use this document to address some frequently asked questions regarding the Project Prioritization Resource Alignment Master Tool.
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