Project & Portfolio Management - Templates & Policies

PMO Mandate and Strategy Roadmap Template

Use this template to communicate your PMO's course of action to stakeholders and senior executives with the goal of demonstrating value and achieving buy-in.

PPM Strategy-Process Goals Translation Matrix Template

This tool will help you engage the executive layer or the project steering committee, who ultimately own the project portfolio, to set the goals, metrics, and targets.

Project Portfolio Book of Record

Use this tool to compile a list of all existing projects. Determine the necessary criteria to track and use the book of record to help leadership make decisions around...

PPM Wireframe

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

Level 2 Project Management Plan Template

Use this template to create a consolidated project management plan for medium, moderate-risk projects.

BPM Strategic Roadmap

This template will help build a living Business Process Management (BPM) strategic roadmap for the enterprise.

Frontline Manager Change Management Training Template

Use this manager training deck to prepare frontline managers and supervisors to lead through change

Change Management Role Play Scenarios

Use this template to role play change navigation scenarios between a leader and their direct report.

Full-Form Business Case Presentation Template

Use this template to compile all essential elements of the business case in a presentable format.

Minimum Viable Business Case Document

This document helps you store, present, and utilize the information in your minimum viable business case.
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