Project & Portfolio Management - Templates & Policies

Light Project Change Request Form Template

The Light Project Change Request Form Template is used to document a scope change request and its assessment and escalation guidelines.

Detailed Project Change Request Form Template

The Detailed Project Change Request Form Template is used to document a scope change request, and its assessment and escalation guidelines.

Final Sign-Off and Acceptance Form Template

Use this template to outline project final sign-off by closing all project activities, such as releasing the project team and closing-off vendors.

Quality Management Program Charter

Use this template to document your quality management program strategy.

EPMO Charter Template

Use this template to develop your charter and help build the business case for your EPMO.

Level 1 Project Closure Checklist Template

Use this template to create a concise checklist for closing small, low-risk projects.

Benefits Commitment Form Template

Use the Benefits Commitment Form Template to document your project sponsor's approval and a high-level commitment to major benefits.

Project Manager Training Template

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

Level 1 Project Status Report Template

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

Handover to Operations Template

The Handover to Operations Template is used to document all necessary steps to transfer project knowledge and technical documents. Use this template to document important...
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