Project & Portfolio Management - Templates & Policies

Web API Design Document Template

This template is meant to be used in conjunction with the Develop APIs that Work Properly for the Organization blueprint to describe the process of determining the design...

Communications Management Plan Template

The Communications Management Plan Template is used to outline the anticipated communications requirements and the methods to be used for project communication.

Application Maintenance Visual SOP Intake Template

A Standard Operating Procedure (SOP) is an essential component in making sure all operational stakeholders execute a consistent process for application maintenance estimation.

Application Maintenance Communication Plan

Construct a formal communication plan to engage stakeholders through structured channels.

Customer/Sponsor Project Status Meeting Template

This template is used to outline key activities and outcomes of the status meeting. This helps project team members and stakeholders keep track of the project progress.

Project Intake Workflow Template

Use this template to document your project intake, approval, and prioritization workflow in a swim-lane flowchart format.

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.

PPM Implementation Work Breakdown Structure

Use this template to create a work breakdown structure for your PPM solution selection and implementation project.

Web APIs High-Level Design Requirements Template

This design requirements template is meant to describe the necessary business, functional, and non-functional requirements of your web APIs.
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