Project & Portfolio Management - Templates & Policies

PPM Suite Training Plan Template

Use this template to record how you plan to train users during the deployment and post-deployment phases of your PPM suite. This template allows you to identify existing...

PPM Capacity Dashboard Operating Manual

Use this template to create an operating manual for each dashboard or template. The manual identifies and describes the roles and responsibilities for every data...

PMO Course of Action Stakeholder Interview Guide

Use this template to gather insight into stakeholders relationship with, and expectations for, your PMO.

Anti-Corruption Policy

The anti-corruption policy will outline the ethical and behavioral expectations of a corporation.

PPM Dashboard and Reporting Program Manual

Use this template to create an operating manual for the dashboard and reporting program produced by the enhancement project. This manual identifies the core...

PMO Strategic Expectations Glossary

Use this template as a glossary of strategic terms and actions to help translate raw stakeholder process and service requirements into a strategic course of action...

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...

PMO Director Peer Feedback Evaluation Template

Use this template towards the end of your first 100 days as PMO Director to help elicit stakeholder feedback concerning your leadership thus far.

PPM Strategic Plan Template

This template will help you compose a comprehensive PPM strategy. It includes an executive brief to establish the need for PPM, a plan for process improvement, and an...

Project Portfolio Management Foundations Stakeholder Communication Deck

Use this template to construct a debrief for stakeholders around foundational changes to your PPM processes.
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