Small Enterprise Resources

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.

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,...

Performance Feedback Form

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

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.

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.

IT Cost-Benefit Analysis Tool

Cost/Benefit Analysis is an important part of any project viability assessment. Use this tool to gain insight into the pros and cons of the IT projects under consideration.

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 Dashboard

This tool has been designed to record, display, and analyze a project portfolio containing up to 100 projects. It requires data from each project manager so that...

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...
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