Project & Portfolio Management - Templates & Policies

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.

Project Management Workflow Template

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

Audit Glossary of Terms

Read and understand the glossary of terms before completing the activities in phase 1 of this blueprint.

PPM Wireframe

Use this tool to help you action next steps determined to improve the current state of you PPM process.

Project Portfolio Management Foundations Stakeholder Communication Deck

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

Minimum-Viable Project and Portfolio Management SOP

Rather than just another project document, make your SOP the key to your survival guide.

Time-Tracking Survey Email Template

Use this template to send regular time-audit survey updates.

Resource Management Strategy

Use this template to record your resource management strategy decisions.

Quality Management Communication Plan Template

Use this template to plan your communications throughout your program implementation.

EPMO Capabilities Survey

Perform our EPMO Capabilities Survey to assess executive needs and to ensure that leadership expectations are clearly set.
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