Project & Portfolio Management - Templates & Policies
Topics
M365 Project Management Tool GuideDetermine the right Microsoft Project options for your project managers. |
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M365 Project Portfolio Management Tool GuideDetermine your options to manage the project portfolio with the Microsoft suite. |
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Security Risk Management Policy TemplateInfo-Tech's Security Policy templates allow you to easily develop new policy documents. |
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Portfolio Manager Change Plan TemplateThis template accelerates your deployment by recording decisions and design points in a central "Change Plan". |
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Deliver Engaging Portfolio Reports With Power BI – Comprehensive Business CaseThis financial forecast template allows you to document the costs and benefits of your project as an ROI forecast. |
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Requirements Management BA PlaybookUse this template to define practices and procedures for how requirements should be managed in your organization. |
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PPM Transformation Plan DashboardA supplement to the PPM Transformation Workbook, this Power BI file integrates with the Excel file, giving you a reporting layer for your roadmap that is easy to manage and... |
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Resource Management Process Flow TemplateUse this template to document your resource management process in a swim-lane flowchart format. |
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Project Success Assurance Report TemplateThis report template is the base template used by Info-Tech’s advisors as part of Info-Tech’s Project Success Assurance service. The contents of the report can be used to... |
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Project Success Assurance Report (Sample PDF)This sample PDF report shows a version of the document that gets delivered to you by an Info-Tech advisor after each service touchpoint in Info-Tech’s Project Success... |
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