Project Management Office - Templates & Policies

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...

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...

Transition Team Communications Template

Use the Transition Team Communications Template to capture and communicate the what, where, when, how, and whom of an organizational change initiative.

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...

PMO Course of Action Stakeholder Interview Guide

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

PMO Mandate and Strategy Roadmap Template

Use this template to communicate your PMO's course of action to stakeholders and senior executives with the goal of demonstrating value and achieving buy-in.

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 Suite Functional Requirements Document Template

Use this template to record project-related and resource management functional requirements for the new PPM suite. This template also records where key PPM data is...

PPM Suite Deployment Timeline Template

Use this template to outline the high-level timeline and major milestones for the preparation, deployment, and post-deployment stages. Establishing a long-term view will...

Prepare to Deploy PPM Suite Project Charter Template

Use this template to create a project charter for the PPM suite preparation team.
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