Project & Portfolio Management - Templates & Policies

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...

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.

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.

Level 2 Project Charter Template

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

Process Mapping Guide

Use this step-by-step guide to understand the best practices surrounding process mapping.

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...

Level 1 Project Charter Template

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

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 Status Report Template

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