Project & Portfolio Management - Templates & Policies

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.

CIO Business Vision Discussion Guide

Use this template in conjunction with the CIO Business Vision Communication Deck to present the results of your CIO Business Vision survey to business leaders.

Resource Management Playbook

Use this template to record your resource management strategy including the standard operating procedures for the process that implements the strategy.

Project Management Workflow Template

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

Process Pilot Plan Template

Invest time and energy into a pilot and lower implementation risk, enhance the details and steps within a process, and improve stakeholder relations prior to a full scale...

EPMO Communication Planning Template

Use this template to plan your communications with EPMO stakeholders.

EPMO Process Guide and SOP Template

Use this template to develop your EPMO standard operating procedure.

EPMO Communications Template

Use this template to compile and communicate the standard operating procedures that you have developed over the course of this blueprint.
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