Project & Portfolio Management - Templates & Policies

Request for Information Template

Use this template for issuing a Request for Information (RFI).

Request for Quotation Template

Use this template to issue a Request for Quotation.

Requirements Gathering Process Flow Diagram Template

This template will assist organizations in mapping their requirements gathering process. It comes prepopulated with a standard requirements gathering process, but can...

Advanced Business Change Description Template

To effectively communicate with staff, it is important to put the business rationale behind changes and their expectations into writing. This will be very useful when...

Senior Management Expectation Survey

Use the following survey to evaluate senior management's expectations of IT.

IT Peer Advisory Committee Charter

Ongoing IT input provided through committees can provide continuous feedback to stakeholders who might not otherwise solicit IT's advice in decision-making.

Project Meeting Follow-up Template

The project team, project manager, and project sponsor must be on the same page at all times. Regular meetings and active communication are imperative, but without...

Project Milestones Report Template

The beginning stages of the project are dedicated to working out the details of the project task schedule. Take advantage of this template to determine and create a...

Project Kick-off Meeting Agenda Template

The project kick-off meeting is an essential step of successful project management. It should be conducted at the start of the project execution or phase initiation....

Project Team Meeting Agenda Template

Keeping the team informed is critical to project health. Project teams should participate in regular meetings to communicate project status, identify issues, and track...
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