Project Management Office - Templates & Policies

Project Intake, Approval, and Prioritization SOP

Use this template to set up a standard operating procedure for the project intake, approval, and prioritization process.

Project Intake Workflow Template

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

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.

Intake Process Pilot Plan Template

Use Info-Tech’s Intake Process Pilot Plan Template to help define the scope of your pilot and set appropriate goals for the test-run of your new processes.

Time-Tracking Survey Email Template

Use this template to send regular time-audit survey updates.

Resource Management Playbook

Use this template to record your resource management strategy including the standard operating procedures for the process that implements the strategy.

Process Pilot Plan Template

Invest time and energy into a pilot and lower implementation risk, enhance the details and steps within a process, and improve stakeholder relations prior to a full scale...

Resource Management Communications Template

Use this template to present your resource management practice to stakeholders.

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...

PPM Strategy-Process Goals Translation Matrix Template

This tool will help you engage the executive layer or the project steering committee, who ultimately own the project portfolio, to set the goals, metrics, and targets.
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