Project & Portfolio Management - Templates & Policies

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.

Application Maintenance Project Charter

This template should be used as a living document to carry the project through from proof-of-concept to implementation.

Level 1 Project Charter Template

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

Scope Statement Template

Use this template to outline project deliverables in detail and provide a common understanding of project scope to all stakeholders.

Customer/Sponsor Project Status Meeting Template

This template is used to outline key activities and outcomes of the status meeting. This helps project team members and stakeholders keep track of the project progress.

Level 3 Project Status Report Template

This template informs stakeholders of the project's progress, outlining the key accomplishments, upcoming tasks, and issues. Use this template for level 3 projects.
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