Project & Portfolio Management - Templates & Policies

Application Maintenance Communication Plan

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

Customer/Sponsor Project Status Meeting Template

This template is used to outline key activities and outcomes of the status meeting. This helps project team members and stakeholders keep track of the project progress.

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.

Portfolio Manager 2017 Operating Manual

Use this template to document how you will use your homegrown PPM solution to support your PPM activities.

Portfolio Manager Debut Presentation for Portfolio Owners

Use this presentation template to communicate information about your new homegrown PPM solution and gain buy-in from PPM decision makers.

Deliverable Acceptance Form Template

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

Portfolio Manager Debut Presentation for Data Suppliers

Use this presentation template to communicate information about your new homegrown PPM solution and gain buy-in from PPM project resources.

Post-Mortem Review Template

The Post-Mortem Review Template is used to assess the project's success by reviewing major aspects of the project execution process and the final deliverables. Lessons...
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