Project & Portfolio Management - Templates & Policies

PPM Dashboard and Report Visuals Template

Each tab of this workbook provides an example of a different style of visual that can be used in PPM dashboards and reports. Customize these examples for your own use, or...

PPM Capacity Dashboard Operating Manual

Use this template to create an operating manual for each dashboard or template. The manual identifies and describes the roles and responsibilities for every data...

PPM Dashboard and Reporting Program Manual

Use this template to create an operating manual for the dashboard and reporting program produced by the enhancement project. This manual identifies the core...

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.

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.

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...

PMO Director Peer Feedback Evaluation Template

Use this template towards the end of your first 100 days as PMO Director to help elicit stakeholder feedback concerning your leadership thus far.
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