Project Management Office - Templates & Policies

Fast Track Business Case Template

Use this fast track template if you want to quicken the development of business cases or for those requests that demand less business case rigor.

Light Project Request Form

Use the Light Project Request Form if your intake processes require less friction.

Project Intake, Approval, and Prioritization Communications Template

Use this template to compile and communicate the standard operating procedures that you have developed over the course of this blueprint.

Comprehensive Business Case Template

Use the Comprehensive Business Case Template for requests that require more rigorous business case development.

PPM Solution Project Charter Template

Use this template to create a project charter for your PPM solution selection and implementation project.

PPM Solution RFP Template

Use this template to create a request for proposal (RFP) document to be used in the selection process of this project.

PPM Solution Vendor Response Template

Customize this template and send it to vendors interested in responding to your request for proposals (RFP). Having vendors fill out a standard form will ease the process...

PPM Implementation Work Breakdown Structure

Use this template to create a work breakdown structure for your PPM solution selection and implementation project.

PPM Solution Vendor Demo Script

Use this template to prepare a script that can be used to guide PPM solution demonstrations and briefings offered by vendors. Having questions prepared will help ease...

Project Backlog Stakeholder Communications Template

Use this template to help structure your stakeholder outreach around backlog decisions in order to make this process more efficient and minimize resistance.
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