Small Enterprise Resources
Topics
Types of Content
Formalize Project Portfolio Management for Small Enterprise – Phase 1: Develop the PlanEnsure success by taking a "crawl, walk, run" approach to building PPM capability. |
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Portfolio Operating Plan for Small EnterpriseUse this template to document decisions, policies and procedures around your portfolio operating plan. |
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Formalize Project Portfolio Management for Small Enterprise – Phase 2: Implement the PlanChoose a PPM solution to match your PPM capabilities. |
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PPM for Small Enterprise – Setup Implementation GuideThis implementation guide offers detailed, step-by-step instructions for setting up Info-Tech's portfolio workbook templates. |
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PPM for Small Enterprise – Resource Allocation Implementation GuideThis implementation guide offers detailed step by step instructions for setting up the resource management aspect of the PPM solution. This includes resource allocation,... |
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Performance Feedback FormUse this feedback form to assess and provide professional and constructive feedback to project team members. |
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Project Acceptance FormUse this form to obtain sign-off that the project has been completed, deliverables have been received, and the results are accepted. |
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Capture Basic Project Information TemplateUse this template to document basic project information. Create it at the start of the project, when key elements are defined and submitted for approval. |
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Light Project Management Process GuideThis document is intended to aid project managers and staff through the process of light, yet structured project management associated with a single project. |
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Email to Project Managers TemplateThis 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. |
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