Project Management Office - Templates & Policies

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...

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...

Project Backlog Operating Plan Template

Use this template to develop your long-term project backlog management operating strategy.

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.

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.

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 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...

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...
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