Project & Portfolio Management - Templates & Policies

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.

Final Sign-Off and Acceptance Form Template

Use this template to outline project final sign-off by closing all project activities, such as releasing the project team and closing-off vendors.

Quality Management Program Charter

Use this template to document your quality management program strategy.

EPMO Charter Template

Use this template to develop your charter and help build the business case for your EPMO.

Level 1 Project Closure Checklist Template

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

Benefits Commitment Form Template

Use the Benefits Commitment Form Template to document your project sponsor's approval and a high-level commitment to major benefits.

Project Manager Training Template

Use this template to help communicate your project management processes and train project leads.

Advanced Business Change Description Template

To effectively communicate with staff, it is important to put the business rationale behind changes and their expectations into writing. This will be very useful when...
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