Project & Portfolio Management - Templates & Policies

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...

Comprehensive Business Case Template

Use the Comprehensive Business Case Template for requests that require more rigorous business case development.

BPM Stakeholder Interview Guide

This stakeholder interview guide is used to conduct structured interviews with any process stakeholders. This may include process owners or end users. The interview guide...

Fast Track Business Case Template

Use this fast track template if you want to quicken the development of business cases or for those requests that demand less business case rigor.

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.

BPM Center of Excellence Charter Template

​Adopt or adapt responsibilities of a Business Process Management (BPM) Center of Excellence. A charter is an essential document for defining a committee’s purpose,...

BPM Stakeholder Presentation

This editable PowerPoint presentation will help you gather the right information to present to stakeholders and gain approval to move forward with implementing the strategy.

BPM Communication Planning Template

This tool is designed to help track and define the communication methods needed to introduce initiatives and change to the organization.

Project Sponsor Role Description Template

Use this template in concert with the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to help communicate sponsor responsibilities for project...

Right-Sized Business Case Template

Use this streamlined template to help build a business case for any size of initiative.
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