Project & Portfolio Management - Templates & Policies

Audit Glossary of Terms

Read and understand the glossary of terms before completing the activities in phase 1 of this blueprint.

Transition Team Communications Template

Use the Transition Team Communications Template to capture and communicate the what, where, when, how, and whom of an organizational change initiative.

Prepare to Deploy PPM Suite Project Charter Template

Use this template to create a project charter for the PPM suite preparation team.

PPM Dashboard and Reporting Audit Worksheets

These templates are designed to support the PPM Dashboard and Report Audit Workbook. Use this form to gather information at group sessions or workshops so that it can be...

PPM Dashboard and Report Enhancement Project Charter Template

Use this template project charter to create an official project artifact and to mark the official launch of the PPM Report and Dashboard Enhancement Project.

Benefits Realization Assessment Survey

Use this survey to assess the level of project and benefits realization success at your organization. You will use the results of this survey as inputs to Info-Tech’s...

Project Intake Workflow Template

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

PPM Executive Dashboard Template

This template provides a working example of a PPM Executive dashboard. Replace the example information and visuals with your own data and visuals and create an easy to...

PPM Suite Transition Plan Template

Use this template to record how to transition from existing PPM processes and solutions to the new PPM solution and any new processes needed to support it.

PPM Dashboard and Report Visuals Template

Each tab of this workbook provides an example of a different style of visual that can be used in PPM dashboards and reports. Customize these examples for your own use, or...
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