Project Management Office - Templates & Policies

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Time-Tracking Survey Email Template Use this template to send regular time-audit survey updates.
Microsoft Project & M365 Action Plan Template Use this template in conjunction with Info-Tech’s Determine the Future of MS Project for Your Organization blueprint. It is comprised of four sections, one of which you...
Project Management Project Charter Template Use this template to establish the existence of the project and agree on the goals, scope, budget, and timeline with the project sponsor.
M365 Task Management Tool Guide Optimize how you manage your day-to-day tasks with the productivity tools in M365.
Project Gating Reference Document Use this template to communicate your right-sized gating process to all stakeholders.
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.
Resource Management Strategy Use this template to record your resource management strategy decisions.
Blank Job Description Template Use this template for your job descriptions.
Portfolio Manager Debut Presentation for Portfolio Owners Use this presentation template to communicate information about your new homegrown PPM solution and gain buy-in from PPM decision makers.