Project & Portfolio Management - Templates & Policies

PPM Audit Timeline Template

Based on the results of the audit, this tool should be used as a project plan for next steps.

Requirements Gathering SOP and BA Playbook

Use this template to define procedures for how requirements should be gathered at your organization.

Project Portfolio Book of Record

Use this tool to compile a list of all existing projects. Determine the necessary criteria to track and use the book of record to help leadership make decisions around...

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.

Day-to-Day Project Process Document

This template will help you communicate the need for more portfolio management rigor around day-to-day projects and document a process wireframe.

Blank Job Description Template

Use this template for your job descriptions.

Project Gating Strategic Template

Use this template to document your right-sized project gating process.

Project Gating Reference Document

Use this template to communicate your right-sized gating process to all stakeholders.

Project Change Request Template

Use this template to track and control changes that occur during the project.
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