Project & Portfolio Management - Templates & Policies

Level 3 Project Charter Template

Use this template to create a detailed project charter for large, high-risk projects.

Scope Statement Template

Use this template to outline project deliverables in detail and provide a common understanding of project scope to all stakeholders.

Communications Management Plan Template

The Communications Management Plan Template is used to outline the anticipated communications requirements and the methods to be used for project communication.

Customer/Sponsor Project Status Meeting Template

This template is used to outline key activities and outcomes of the status meeting. This helps project team members and stakeholders keep track of the project progress.

Level 1 Project Status Report Template

Use this template to create a concise project status report for small, low-risk projects.

Business Process Improvement Playbook

Use this template to define the set of standard operating procedures for your process improvement.

Business Process Improvement Workbook

Use this template to document and collect the data outputs from the Create a Winning BPI Playbook blueprint.

Process Interview Template

Use this template as a guide for conducting interviews regarding the viability of processes within your organization.

Process Mapping Guide

Use this step-by-step guide to understand the best practices surrounding process mapping.

Prepare to Deploy PPM Suite Project Charter Template

Use this template to create a project charter for the PPM suite preparation team.
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