Project & Portfolio Management - Templates & Policies

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Audit Glossary of Terms Read and understand the glossary of terms before completing the activities in phase 1 of this blueprint.
PPM Audit Timeline Template Based on the results of the audit, this tool should be used as a project plan for next steps.
PMO Project Charter Use this template to document the project of establishing your new PMO.
Frontline Manager Change Management Training Template Use this manager training deck to prepare frontline managers and supervisors to lead through change
Change Management Role Play Scenarios Use this template to role play change navigation scenarios between a leader and their direct report.
Program Stakeholder Register Template Use this to tool to document and analyze your stakeholders.
Initial Program Charter Template Use this template as you complete the blueprint, Introduce Program Management to Your Organization, to document your program details.
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.