Project & Portfolio Management - Templates & Policies

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.

Project Manager Training Template

Use this template to help communicate your project management processes and train project leads.

Program Stakeholder Register Template

Use this to tool to document and analyze your stakeholders.

Initial Program Charter Template

Use this template as you complete the blueprint, Introduce Program Management to Your Organization, to document your program details.

Frontline Manager Change Management Training Template

Use this manager training deck to prepare frontline managers and supervisors to lead through change

Change Management Role Play Scenarios

Use this template to role play change navigation scenarios between a leader and their direct report.

PMO Project Charter

Use this template to document the project of establishing your new PMO.

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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