Managing Projects - Templates & Policies

Zero-Allocation Project Manager Development Plan

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

Portfolio Monitoring Process Guide

Portfolio monitoring is concerned with regular visibility into the total set of projects underway across the organization. This document is designed to take managers...

Master Tool Frequently Asked Questions

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

Guide to Understanding Triggers for Re-Prioritization

This guide should be used to identify circumstances in which re-prioritization of projects may be required.

Guide to Defining a Project

This guide is designed to help set expectations for how projects are defined by the organization. Its purpose is to help establish what constitutes a project and to help...

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.

Performance Feedback Form

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

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 Approval Template

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