Project & Portfolio Management - Templates & Policies

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...

Project Intake, Approval, and Prioritization Communications Template

Use this template to compile and communicate the standard operating procedures that you have developed over the course of this blueprint.

Project Intake, Approval, and Prioritization SOP

Use this template to set up a standard operating procedure for the project intake, approval, and prioritization process.

Business Process Improvement Workbook

Use this template to document and collect the data outputs from the Create a Winning BPI Playbook blueprint.

Kick-Off Meeting Agenda Template

Use this template to guide your project kick-off meetings.

Portfolio Management Standard Operating Procedures

Use this template to record the portfolio criteria and processes that will be used to ensure that the portfolio is organized according to strategic goals and within...

Stakeholder Power Map Template

Identify and prioritize the stakeholders that are important to your IT strategy development effort.

Level 2 Project Charter Template

Use this template to create a project charter for medium-sized, moderate-risk projects.

Detailed Project Request Form

Use the Detailed Project Request Form if your intake processes require more friction.
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