Small Enterprise Resources - Templates & Policies

System Recovery Procedures Template

Use this template to document application or system recovery procedures required to support the DR Incident Response 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,...

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.

System Recovery Procedures Template Use this template to document application or system recovery procedures required to support the DR Incident Response 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,...
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.

Small Enterprise Resources - Templates & Policies

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