Value & Performance - Templates & Policies

CIO Business Vision Discussion Guide

Use this template in conjunction with the CIO Business Vision Communication Deck to present the results of your CIO Business Vision survey to business leaders.

IT Steering Committee Stakeholder Survey

Use the data collected in your stakeholder buy-in presentation to make the case for governance to each of the new governance members.

IT Steering Committee Stakeholder Presentation

This phase of the blueprint, Establish an Effective IT Steering Committee, will help you build a presentation for the steering committee's stakeholders.

IT Project Intake Form

Use this template to create your own project intake form to add projects to your project portfolio.

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.

Business Value Statement Template

This template can be used to document your organization's business value drivers, along with the mission and vision of the organization.

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...

Resource Management Playbook

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

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...

BRM Engagement Plan Template

This tool will enable you to document the BRM engagement plan for each department at any level of maturity.
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