Project Management Office - Templates & Policies

Time-Tracking Survey Email Template

Use this template to send regular time-audit survey updates.

Minimum-Viable Project and Portfolio Management SOP

Rather than just another project document, make your SOP the key to your survival guide.

M365 Task Management Tool Guide

Optimize how you manage your day-to-day tasks with the productivity tools in M365.

M365 Project Management Tool Guide

Determine the right Microsoft Project options for your project managers.

Level 2 Project Status Report Template

This template informs stakeholders of the project's progress. It outlines the key accomplishments, upcoming tasks, and issues to concisely inform key stakeholders. Use...

PPM Strategic Plan Template

This template will help you compose a comprehensive PPM strategy. It includes an executive brief to establish the need for PPM, a plan for process improvement, and an...

Portfolio Manager Debut Presentation for Data Suppliers

Use this presentation template to communicate information about your new homegrown PPM solution and gain buy-in from PPM project resources.

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.

PPM Suite Training Plan Template

Use this template to record how you plan to train users during the deployment and post-deployment phases of your PPM suite. This template allows you to identify existing...

Project Portfolio Management Foundations Stakeholder Communication Deck

Use this template to construct a debrief for stakeholders around foundational changes to your PPM processes.
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