Project & Portfolio Management - Templates & Policies

Project Management Workflow Template

Use this template to document the workflow for your project management process.

Project Manager Training Template

Use this template to help communicate your project management processes and train project leads.

Benefits Commitment Form Template

Use the Benefits Commitment Form Template to document your project sponsor's approval and a high-level commitment to major benefits.

Project Sponsor Role Description Template

Use this template in concert with the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to help communicate sponsor responsibilities for project...

Right-Sized Business Case Template

Use this streamlined template to help build a business case for any size of initiative.

Benefits Legitimacy Workflow Template

Use this template to document the workflow for your benefits management process.

Benefits Lag Report Template

Use this template in conjunction with the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to help facilitate the post-project benefits reporting...

Benefits Legitimacy Handbook Template

Use this template as you complete the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to document your new benefits management processes.

Mixed Methodology Portfolio Strategy Template

This template will help you compose a comprehensive Mixed Methodology Portfolio Strategy. It is composed of an executive brief to establish the need for PPM, plan for...

Project Estimation Playbook

Use this template to track and develop an estimation process that is cohesive and repeatable for all future projects.
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