Project & Portfolio Management - Templates & Policies

Right-Sized Business Case Template

Use this streamlined template to help build a business case for any size of initiative.

Benefits Legitimacy Workflow Template

Use this template to document the workflow for your benefits management process.

Benefits Lag Report Template

Use this template in conjunction with the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to help facilitate the post-project benefits reporting...

Benefits Legitimacy Handbook Template

Use this template as you complete the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to document your new benefits management processes.

Project Management Workflow Template

Use this template to document the workflow for your project management process.

Audit Glossary of Terms

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

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.

Stakeholder Management Plan Template

The Stakeholder Management Plan Template tracks and organizes your strategy and tactics in working with stakeholders.

Communication Plan Template

The Communication Plan Template is used to document and organize your strategy and tactics to effectively get your message across and to address feedback.
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