Project & Portfolio Management - Templates & Policies

Remote Access Policy

The remote access policy creates restrictions for connecting to a company’s internal network from external hosts via remote access technology or for utilizing the...

Server Configuration Policy

The server configuration policy establishes the standards, procedures, and restrictions for new servers being installed within the company.

Change Control – Freezes & Risk Evaluation Policy

The purpose of this policy is to ensure that IT staff recognize that changes to computer systems tend to destabilize those systems.

Stakeholder Power Map Template

Identify and prioritize the stakeholders that are important to your IT strategy development effort.

New Hire Business Case Template

The new hire business case will help to make a more informed hiring decision. Even organizations that do not require a formal business case will benefit from considering...

EPMO Capabilities Survey

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

EPMO Charter Template

Use this template to develop your charter and help build the business case for your EPMO.

EPMO Communication Planning Template

Use this template to plan your communications with EPMO stakeholders.

EPMO Process Guide and SOP Template

Use this template to develop your EPMO standard operating procedure.

EPMO Communications Template

Use this template to compile and communicate the standard operating procedures that you have developed over the course of this blueprint.
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