Value & Performance - Templates & Policies

OCM Communications Template

This PowerPoint template provides a suggested layout to communicate with every impacted group/individual.

OCM Change Plan Template

Use this consolidated template to document document your organizational change management strategy and steps towards adopting change. Communicate and review your plan with...

Resource Management Process Flow Template

Use this template to document your resource management process in a swim-lane flowchart format.

Info-Tech IT Dashboards and Guide

Use these ready-made IT dashboards for a CXO audience and customize to your audience and organization.

Personal Relationship Management Journal Template

Use this template as an example to help you create your confidential personal relationship journal.

BRM Stakeholder Engagement Plan Worksheet

This worksheet allows you to list the stakeholders and their priority in order to establish how you want to engage with them.

Process Pilot Plan Template

Invest time and energy into a pilot and lower implementation risk, enhance the details and steps within a process, and improve stakeholder relations prior to a full scale...

Resource Management Playbook

Use this template to record your resource management strategy including the standard operating procedures for the process that implements the strategy.

Transition Team Communications Template

Use the Transition Team Communications Template to capture and communicate the what, where, when, how, and whom of an organizational change initiative.

PPM Strategic Plan Template

This template will help you compose a comprehensive PPM strategy. It includes an executive brief to establish the need for PPM, a plan for process improvement, and an...
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