Project & Portfolio Management - Templates & Policies

Benefits Legitimacy Workflow Template

Use this template to document the workflow for your benefits management process.

Benefits Lag Report Template

Use this template in conjunction with the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to help facilitate the post-project benefits reporting...

Benefits Legitimacy Handbook Template

Use this template as you complete the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to document your new benefits management processes.

Process Interview Template

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

Business Case Readiness Checklist

This template will help you determine if you have completed the necessary milestone to proceed to the next step of building the business case.

Summary Business Case Presentation Template

Use this template for a short-form presentation of the business case that focuses on the key analysis.

Business Case Close-Out Form

Use the template to go through a checklist of activities that should happen and the accompanying sign-offs.

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...

Advanced Business Change Description Template

To effectively communicate with staff, it is important to put the business rationale behind changes and their expectations into writing. This will be very useful when...

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.
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