Project & Portfolio Management - Templates & Policies

PPM Suite Functional Requirements Document Template

Use this template to record project-related and resource management functional requirements for the new PPM suite. This template also records where key PPM data is...

PPM Suite Deployment Timeline Template

Use this template to outline the high-level timeline and major milestones for the preparation, deployment, and post-deployment stages. Establishing a long-term view will...

PPM Suite Deployment Communication Plan Template

Use this template to record your communication plan for the deployment period.

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 Wireframe

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

Project Portfolio Management Foundations Stakeholder Communication Deck

Use this template to construct a debrief for stakeholders around foundational changes to your PPM processes.

BPM Strategic Roadmap

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

EPMO Capabilities Survey

Perform our EPMO Capabilities Survey to assess executive needs and to ensure that leadership expectations are clearly set.

Time-Tracking Survey Email Template

Use this template to send regular time-audit survey updates.

Resource Management Strategy

Use this template to record your resource management strategy decisions.
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