Project & Portfolio Management - Templates & Policies

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.

Level 1 Project Status Report Template

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

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.

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.

Level 1 Project Closure Checklist Template

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

Business Process Improvement Playbook

Use this template to define the set of standard operating procedures for your process improvement.

Quality Management Program Charter

Use this template to document your quality management program strategy.

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.

EPMO Charter Template

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