Managing Projects - Templates & Policies

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,...

IT Steering Committee Charter

Use this template to create an IT steering committee charter.

Project Intake for Small Enterprise SOP Template

Create a repeatable process for project intake by leveraging the complete project intake SOP template.

Requirements Gathering Technique Guide

Leverage this guide to examine each of the different elicitation and analysis techniques available to facilitate the requirements gathering process.

Level 1 Project Charter Template

Use this template to create a concise project charter for small, low-risk projects.

Level 1 Project Closure Checklist Template

Use this template to create a concise checklist for closing small, low-risk projects.

Level 2 Project Charter Template

Use this template to create a project charter for medium-sized, moderate-risk projects.

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...

Handover to Operations Template

The Handover to Operations Template is used to document all necessary steps to transfer project knowledge and technical documents. Use this template to document important...

Final Sign-Off and Acceptance Form Template

Use this template to outline project final sign-off by closing all project activities, such as releasing the project team and closing-off vendors.
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