Project & Portfolio Management - Templates & Policies

Project Intake, Approval, and Prioritization SOP

Use this template to set up a standard operating procedure for the project intake, approval, and prioritization process.

Business Process Improvement Workbook

Use this template to document and collect the data outputs from the Create a Winning BPI Playbook blueprint.

Kick-Off Meeting Agenda Template

Use this template to guide your project kick-off meetings.

Portfolio Management Standard Operating Procedures

Use this template to record the portfolio criteria and processes that will be used to ensure that the portfolio is organized according to strategic goals and within...

Stakeholder Management Plan Template

The Stakeholder Management Plan Template tracks and organizes your strategy and tactics in working with stakeholders.

Communication Plan Template

The Communication Plan Template is used to document and organize your strategy and tactics to effectively get your message across and to address feedback.

Application Maintenance Project Charter

This template should be used as a living document to carry the project through from proof-of-concept to implementation.

Level 1 Project Charter Template

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

Scope Statement Template

Use this template to outline project deliverables in detail and provide a common understanding of project scope to all stakeholders.

Customer/Sponsor Project Status Meeting Template

This template is used to outline key activities and outcomes of the status meeting. This helps project team members and stakeholders keep track of the project progress.
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