Project & Portfolio Management - Templates & Policies

Web API Design Document Template

This template is meant to be used in conjunction with the Develop APIs that Work Properly for the Organization blueprint to describe the process of determining the design...

Web API Test Plan Template

This test plan template is meant to be used in conjunction with the Develop APIs that Work Properly for the Organization blueprint to describe the scope and process of...

Web API Process Governance Template

This template is meant to be used in conjunction with the Develop APIs That Work Properly For Your Organization blueprint to describe the process of managing your web APIs.

Application Maintenance Communication Plan

Construct a formal communication plan to engage stakeholders through structured channels.

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.

Project Intake Workflow Template

Use this template to document your project intake, approval, and prioritization workflow in a swim-lane flowchart format.

Business Process Management Vendor Demo Script

Use this template to support your business's evaluation of vendors and their solutions. Provide vendors scenarios that prompt them to display not only their solution's...

Process Interview Template

Use this template as a guide for conducting interviews regarding the viability of processes within your organization.

Summary Business Case Presentation Template

Use this template for a short-form presentation of the business case that focuses on the key analysis.

PPM Solution Vendor Response Template

Customize this template and send it to vendors interested in responding to your request for proposals (RFP). Having vendors fill out a standard form will ease the process...
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