Project & Portfolio Management - Templates & Policies

BPM Strategic Roadmap

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

Minimum-Viable Project and Portfolio Management SOP

Rather than just another project document, make your SOP the key to your survival guide.

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.

Quality Management Communication Plan Template

Use this template to plan your communications throughout your program implementation.

EPMO Capabilities Survey

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

PPM Solution Vendor Demo Script

Use this template to prepare a script that can be used to guide PPM solution demonstrations and briefings offered by vendors. Having questions prepared will help ease...

Full-Form Business Case Presentation Template

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

Minimum Viable Business Case Document

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

PMO Mandate and Strategy Roadmap Template

Use this template to communicate your PMO's course of action to stakeholders and senior executives with the goal of demonstrating value and achieving buy-in.
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