Project & Portfolio Management - Templates & Policies

Info-Tech Audit Standard for Project Portfolio Management

Read and understand the Audit Standard before completing the activities in phase 1 of this blueprint.

Audit Glossary of Terms

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

PPM Audit Timeline Template

Based on the results of the audit, this tool should be used as a project plan for next steps.

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.

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...

Level 2 Project Management Plan Template

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

Minimum Viable Business Case Document

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

Project Estimation Playbook

Use this template to track and develop an estimation process that is cohesive and repeatable for all future projects.

Quality Management Communication Plan Template

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

Minimum-Viable Project and Portfolio Management SOP

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