Project & Portfolio Management - Templates & Policies

Project Gating Strategic Template

Use this template to document your right-sized project gating process.

Project Gating Reference Document

Use this template to communicate your right-sized gating process to all stakeholders.

Blank Job Description Template

Use this template for your job descriptions.

Day-to-Day Project Process Document

This template will help you communicate the need for more portfolio management rigor around day-to-day projects and document a process wireframe.

Project Portfolio Book of Record

Use this tool to compile a list of all existing projects. Determine the necessary criteria to track and use the book of record to help leadership make decisions around...

PPM Wireframe

Use this tool to help you action next steps determined to improve the current state of you PPM process.

Project Portfolio Management Foundations Stakeholder Communication Deck

Use this template to construct a debrief for stakeholders around foundational changes to your PPM processes.

Requirements Gathering SOP and BA Playbook

Use this template to define procedures for how requirements should be gathered at your organization.

Info-Tech Audit Standard for Project Portfolio Management

Read and understand the Audit Standard before completing the activities in phase 1 of this blueprint.

Audit Glossary of Terms

Read and understand the glossary of terms before completing the activities in phase 1 of this blueprint.
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