Project & Portfolio Management - Templates & Policies

Resource Management Strategy

Use this template to record your resource management strategy decisions.

Minimum-Viable Project and Portfolio Management SOP

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

Zero-Allocation Project Manager Development Plan

A zero-allocation project management workshop/team building activity.

Zero-Allocation Project Management Survival Guide

The most viable and effective way to ensure project manager compliance with the portfolio reporting process is to incorporate activities that create value by helping them...

Application Maintenance Stage Gate Assessment

This stage gate checklist allows the IT department to determine if it is ready to take on the task of improving its application maintenance processes.

Application Maintenance Project Charter

This template should be used as a living document to carry the project through from proof-of-concept to implementation.

Application Maintenance Strategy Project Workbook

This workbook contains a series of exercises for recording key decisions in executing an application maintenance strategy project.

Target State Maintenance Workflow

Build out a complete business process diagram for your current application maintenance process.

Application Maintenance Change Management Board Charter

Use this template to organize the project so that you can make effective resource allocation decisions, lay the foundation for all subsequent changes to project planning,...

Application Maintenance Visual SOP Intake Template

A Standard Operating Procedure (SOP) is an essential component in making sure all operational stakeholders execute a consistent process for application maintenance estimation.
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