Project & Portfolio Management - Templates & Policies

Project Backlog Operating Plan Template

Use this template to develop your long-term project backlog management operating strategy.

IT Steering Committee Charter

Use this template to create an IT steering committee charter.

Transition Team Communications Template

Use the Transition Team Communications Template to capture and communicate the what, where, when, how, and whom of an organizational change initiative.

Business Case Readiness Checklist

This template will help you determine if you have completed the necessary milestone to proceed to the next step of building the business case.

Full-Form Business Case Presentation Template

Use this template to compile all essential elements of the business case in a presentable format.

Summary Business Case Presentation Template

Use this template for a short-form presentation of the business case that focuses on the key analysis.

Business Case Close-Out Form

Use the template to go through a checklist of activities that should happen and the accompanying sign-offs.

Minimum Viable Business Case Document

This document helps you store, present, and utilize the information in your minimum viable business case.

PMO Course of Action Stakeholder Interview Guide

Use this template to gather insight into stakeholders relationship with, and expectations for, your PMO.

PMO Strategic Expectations Glossary

Use this template as a glossary of strategic terms and actions to help translate raw stakeholder process and service requirements into a strategic course of action complete...
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