Project & Portfolio Management - Templates & Policies

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.

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.

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.

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.

Full-Form Business Case Presentation Template

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

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...

Resource Management Communications Template

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

PMO Project Charter

Use this template to document the project of establishing your new PMO.
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