Project Management Office - Templates & Policies

Resource Management Process Flow Template

Use this template to document your resource management process in a swim-lane flowchart format.

PPM Transformation Plan Dashboard

A supplement to the PPM Transformation Workbook, this Power BI file integrates with the Excel file, giving you a reporting layer for your roadmap that is easy to manage and...

Portfolio Manager Change Plan Template

This template accelerates your deployment by recording decisions and design points in a central "Change Plan".

Deliver Engaging Portfolio Reports With Power BI – Comprehensive Business Case

This financial forecast template allows you to document the costs and benefits of your project as an ROI forecast.

M365 Project Management Tool Guide

Determine the right Microsoft Project options for your project managers.

M365 Project Portfolio Management Tool Guide

Determine your options to manage the project portfolio with the Microsoft suite.
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