Project & Portfolio Management - Templates & Policies

Program Stakeholder Register Template

Use this to tool to document and analyze your stakeholders.

PPM Suite Functional Requirements Document Template

Use this template to record project-related and resource management functional requirements for the new PPM suite. This template also records where key PPM data is...

PPM Suite Deployment Timeline Template

Use this template to outline the high-level timeline and major milestones for the preparation, deployment, and post-deployment stages. Establishing a long-term view will...

PPM Suite Deployment Communication Plan Template

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

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.

BPM Strategic Roadmap

This template will help build a living Business Process Management (BPM) strategic roadmap for the enterprise.

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.

EPMO Capabilities Survey

Perform our EPMO Capabilities Survey to assess executive needs and to ensure that leadership expectations are clearly set.

Time-Tracking Survey Email Template

Use this template to send regular time-audit survey updates.

Resource Management Strategy

Use this template to record your resource management strategy decisions.
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