Project & Portfolio Management - Templates & Policies

Detailed Project Change Request Form Template

The Detailed Project Change Request Form Template is used to document a scope change request, and its assessment and escalation guidelines.

Deliverable Acceptance Form Template

Use this template to outline project deliverable sign-off criteria, and ensure business and technical acceptance criteria are met.

Final Sign-Off and Acceptance Form Template

Use this template to outline project final sign-off by closing all project activities, such as releasing the project team and closing-off vendors.

Handover to Operations Template

The Handover to Operations Template is used to document all necessary steps to transfer project knowledge and technical documents. Use this template to document important...

Post-Mortem Review Template

The Post-Mortem Review Template is used to assess the project's success by reviewing major aspects of the project execution process and the final deliverables. Lessons...

Kick-Off Meeting Agenda Template

Use this template to guide your project kick-off meetings.

Level 2 Project Status Report Template

This template informs stakeholders of the project's progress. It outlines the key accomplishments, upcoming tasks, and issues to concisely inform key stakeholders. Use...

Level 2 Project Management Plan Template

Use this template to create a consolidated project management plan for medium, moderate-risk projects.

Project Management Process Training Plan Template

Use this training plan as a starting point for outlining how you will bring your project managers up to speed on new project management processes.

Level 2 Project Charter Template

Use this template to create a project charter for medium-sized, moderate-risk projects.
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