Project & Portfolio Management - Templates & Policies

PPM Suite Deployment Communication Plan Template

Use this template to record your communication plan for the deployment period.

Level 2 Project Management Plan Template

Use this template to create a consolidated project management plan for medium, moderate-risk projects.

PPM Strategy-Process Goals Translation Matrix Template

This tool will help you engage the executive layer or the project steering committee, who ultimately own the project portfolio, to set the goals, metrics, and targets.

Resource Management Communications Template

Use this template to present your resource management practice to stakeholders.

Intake Process Pilot Plan Template

Use Info-Tech’s Intake Process Pilot Plan Template to help define the scope of your pilot and set appropriate goals for the test-run of your new processes.

Project Estimation Playbook

Use this template to track and develop an estimation process that is cohesive and repeatable for all future projects.

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.
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