Project & Portfolio Management - Templates & Policies

PMO Director Peer Feedback Evaluation Template

Use this template towards the end of your first 100 days as PMO Director to help elicit stakeholder feedback concerning your leadership thus far.

Project Portfolio Management Foundations Stakeholder Communication Deck

Use this template to construct a debrief for stakeholders around foundational changes to your PPM processes.

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,...

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.

Quality Management User Satisfaction Survey

Modify this survey template to understand satisfaction related to IT quality.

Zero-Allocation Project Management Survival Guide

The most viable and effective way to ensure project manager compliance with the portfolio reporting process is to incorporate activities that create value by helping them...

IT Steering Committee Stakeholder Presentation

This phase of the blueprint, Establish an Effective IT Steering Committee, will help you build a presentation for the steering committee's stakeholders.

IT Project Intake Form

Use this template to create your own project intake form to add projects to your project portfolio.
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