Project & Portfolio Management - Templates & Policies

Web API Test Plan Template

This test plan template is meant to be used in conjunction with the Develop APIs that Work Properly for the Organization blueprint to describe the scope and process of...

Web API Process Governance Template

This template is meant to be used in conjunction with the Develop APIs That Work Properly For Your Organization blueprint to describe the process of managing your web APIs.

Level 3 Project Status Report Template

This template informs stakeholders of the project's progress, outlining the key accomplishments, upcoming tasks, and issues. Use this template for level 3 projects.

Light Project Change Request Form Template

The Light Project Change Request Form Template is used to document a scope change request and its assessment and escalation guidelines.

Anti-Corruption Policy

The anti-corruption policy will outline the ethical and behavioral expectations of a corporation.

Business Process Management Vendor Demo Script

Use this template to support your business's evaluation of vendors and their solutions. Provide vendors scenarios that prompt them to display not only their solution's...

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.

PPM Solution Vendor Response Template

Customize this template and send it to vendors interested in responding to your request for proposals (RFP). Having vendors fill out a standard form will ease the process...

Project Backlog Stakeholder Communications Template

Use this template to help structure your stakeholder outreach around backlog decisions in order to make this process more efficient and minimize resistance.
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