Project & Portfolio Management - Templates & Policies

IT Steering Committee Stakeholder Survey

Use the data collected in your stakeholder buy-in presentation to make the case for governance to each of the new governance members.

IT Steering Committee Stakeholder Presentation

This phase of the blueprint, Establish an Effective IT Steering Committee, will help you build a presentation for the steering committee's stakeholders.

IT Project Intake Form

Use this template to create your own project intake form to add projects to your project portfolio.

Project Backlog Stakeholder Communications Template

Use this template to help structure your stakeholder outreach around backlog decisions in order to make this process more efficient and minimize resistance.

Project Backlog Operating Plan Template

Use this template to develop your long-term project backlog management operating strategy.

PPM Solution Project Charter Template

Use this template to create a project charter for your PPM solution selection and implementation project.

PPM Implementation Work Breakdown Structure

Use this template to create a work breakdown structure for your PPM solution selection and implementation project.

PPM Solution RFP Template

Use this template to create a request for proposal (RFP) document to be used in the selection process of this project.

PPM Solution Vendor Response Template

Customize this template and send it to vendors interested in responding to your request for proposals (RFP). Having vendors fill out a standard form will ease the process...

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...
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