Value & Performance - Templates & Policies

Embed Business Relationship Management in IT Workbook

Use this tool to capture your findings as you work through the blueprint.

Leader Standard Work Tracking Template

This template will help you document the activities required of all leaders and plan out activities.

Lean Management Huddle Board Template

This template will help you determine the sections and content you want on your initial huddle boards.

Lean Management Education Deck

This template will help you communicate Lean management concepts to your larger organization.

Resource Management Communications Template

Use this template to present your resource management practice to stakeholders.

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.

Time-Tracking Survey Email Template

Use this template to send regular time-audit survey updates.

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...

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.
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