Project & Portfolio Management - Templates & Policies

EPMO Communication Planning Template

Use this template to plan your communications with EPMO stakeholders.

EPMO Process Guide and SOP Template

Use this template to develop your EPMO standard operating procedure.

EPMO Communications Template

Use this template to compile and communicate the standard operating procedures that you have developed over the course of this blueprint.

CIO Business Vision Discussion Guide

Use this template in conjunction with the CIO Business Vision Communication Deck to present the results of your CIO Business Vision survey to business leaders.

PPM Solution Project Charter Template

Use this template to create a project charter for your PPM solution selection and implementation project.

PPM Implementation Work Breakdown Structure

Use this template to create a work breakdown structure for your PPM solution selection and implementation project.

PPM Solution Vendor Response Template

Customize this template and send it to vendors interested in responding to your request for proposals (RFP). Having vendors fill out a standard form will ease the process...

Project Backlog Stakeholder Communications Template

Use this template to help structure your stakeholder outreach around backlog decisions in order to make this process more efficient and minimize resistance.

Project Backlog Operating Plan Template

Use this template to develop your long-term project backlog management operating strategy.

PPM Dashboard and Reporting Audit Worksheets

These templates are designed to support the PPM Dashboard and Report Audit Workbook. Use this form to gather information at group sessions or workshops so that it can be...
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