Project & Portfolio Management - Templates & Policies

Deliverable Acceptance Form Template

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

PMO Course of Action Stakeholder Interview Guide

Use this template to gather insight into stakeholders relationship with, and expectations for, your PMO.

PMO Strategic Expectations Glossary

Use this template as a glossary of strategic terms and actions to help translate raw stakeholder process and service requirements into a strategic course of action...

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...

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...

Mixed Methodology Portfolio Strategy Template

This template will help you compose a comprehensive Mixed Methodology Portfolio Strategy. It is composed of an executive brief to establish the need for PPM, plan for...

Project Lessons Learned Template

Use this template to track successes and setbacks across each project lifecycle. Refine and synthesize this data to create valuable lessons learned for future projects.

Quality Management Quality Plan Template

Use this template to form quality plans for each IT practice area.

IT Steering Committee Stakeholder Survey

Use the data collected in your stakeholder buy-in presentation to make the case for governance to each of the new governance members.

Zero-Allocation Project Manager Development Plan

A zero-allocation project management workshop/team building activity.
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