Project & Portfolio Management - Templates & Policies

Level 1 Project Status Report Template

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

Level 3 Project Status Report Template

This template informs stakeholders of the project's progress, outlining the key accomplishments, upcoming tasks, and issues. Use this template for level 3 projects.

Light Project Change Request Form Template

The Light Project Change Request Form Template is used to document a scope change request and its assessment and escalation guidelines.

Detailed Project Change Request Form Template

The Detailed Project Change Request Form Template is used to document a scope change request, and its assessment and escalation guidelines.

Deliverable Acceptance Form Template

Use this template to outline project deliverable sign-off criteria, and ensure business and technical acceptance criteria are met.

Level 1 Project Closure Checklist Template

Use this template to create a concise checklist for closing small, low-risk projects.

Kick-Off Meeting Agenda Template

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

Level 2 Project Status Report Template

This template informs stakeholders of the project's progress. It outlines the key accomplishments, upcoming tasks, and issues to concisely inform key stakeholders. Use...

Level 2 Project Management Plan Template

Use this template to create a consolidated project management plan for medium, moderate-risk projects.

Level 2 Project Charter Template

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