Managing Projects - Templates & Policies

Project Debrief Report Template

Projects can benefit from formal closure activities to ensure that no remaining work is left unfinished. Project closure is an essential, yet often overlooked step in the...

Project Kick-off Meeting Agenda Template

The project kick-off meeting is an essential step of successful project management. It should be conducted at the start of the project execution or phase initiation....

Project Team Meeting Agenda Template

Keeping the team informed is critical to project health. Project teams should participate in regular meetings to communicate project status, identify issues, and track...

Project Milestones Report Template

The beginning stages of the project are dedicated to working out the details of the project task schedule. Take advantage of this template to determine and create a...

Project Meeting Follow-up Template

The project team, project manager, and project sponsor must be on the same page at all times. Regular meetings and active communication are imperative, but without...

Zero-Allocation Project Management Survival Guide

The most viable and effective way to ensure project manager compliance with the portfolio reporting process is to incorporate activities that create value by helping them...

Minimum-Viable Project and Portfolio Management SOP

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

Zero-Allocation Project Manager Development Plan

A zero-allocation project management workshop/team building activity.

Stakeholder Communication Planning Template

The Stakeholder Communication Planning Template is used to document your list of initiative stakeholders to track stakeholders and plan communication with them throughout...

Light Project Request Form

Use the Light Project Request Form if your intake processes require less friction.
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