Project & Portfolio Management - Templates & Policies

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...

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.

Light Project Request Form

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

Stakeholder Power Map Template

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

Level 2 Project Charter Template

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

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.

Level 1 Project Status Report Template

Use this template to create a concise project status report for small, low-risk projects.

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...

Project Intake, Approval, and Prioritization Communications Template

Use this template to compile and communicate the standard operating procedures that you have developed over the course of this blueprint.
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