Managing Projects - Templates & Policies

Email Approval Template

The project prioritization committee must communicate project rankings to senior management and obtain support for moving forward.

Portfolio Operating Plan for Small Enterprise

Use this template to document decisions, policies and procedures around your portfolio operating 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,...

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.

Minimum-Viable Project and Portfolio Management SOP

Rather than just another project document, make your SOP the key to your survival guide.

Performance Feedback Form

Use this feedback form to assess and provide professional and constructive feedback to project team members.

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.

Project Prioritization List Maintenance Guidelines

Use this guide to help establish your own Prioritization List Maintenance Plan with the objective to monitor and sustain your project list by continuously examining,...

Master Tool Frequently Asked Questions

Use this document to address some frequently asked questions regarding the Project Prioritization Resource Alignment Master Tool.

Post-Mortem Review Template

The Post-Mortem Review Template is used to assess the project's success by reviewing major aspects of the project execution process and the final deliverables. Lessons...
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