Project & Portfolio Management - Templates & Policies

Request for Quotation Template

Use this template to issue a Request for Quotation.

Project Management SOP Template

The Project Management SOP Template is used to document your project management processes as you customize them to fit your organization's needs.

Transition Plan Template

This Transition Plan Template is designed to help you develop and document action items, communication timelines, roles and responsibilities, and other elements of the...

Light Project Request Form

Use the Light Project Request Form if your intake processes require less friction.

Detailed Project Request Form

Use the Detailed Project Request Form if your intake processes require more friction.

PPM Solution RFP Template

Use this template to create a request for proposal (RFP) document to be used in the selection process of this project.

Stakeholder Power Map Template

Identify and prioritize the stakeholders that are important to your IT strategy development effort.

Handover to Operations Template

The Handover to Operations Template is used to document all necessary steps to transfer project knowledge and technical documents. Use this template to document important...

BPM Strategy and Roadmap Project Charter Template

This template will help to effectively and efficiently communicate key information to stakeholders and participants regarding the BPM project goals, objectives, and roles...

Level 2 Project Charter Template

Use this template to create a project charter for medium-sized, moderate-risk projects.
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