Project Management Office - Templates & Policies

Project Kick-off Meeting Agenda Template

The project kick-off meeting is an essential step of successful project management. It should be conducted at the start of the project execution or phase initiation....

Project Team Meeting Agenda Template

Keeping the team informed is critical to project health. Project teams should participate in regular meetings to communicate project status, identify issues, and track...

Project Meeting Follow-up Template

The project team, project manager, and project sponsor must be on the same page at all times. Regular meetings and active communication are imperative, but without...

Project Milestones Report Template

The beginning stages of the project are dedicated to working out the details of the project task schedule. Take advantage of this template to determine and create a...

Transition Plan Template

This Transition Plan Template is designed to help you develop and document action items, communication timelines, roles and responsibilities, and other elements of the...

Minimum-Viable Project and Portfolio Management SOP

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

Zero-Allocation Project Manager Development Plan

A zero-allocation project management workshop/team building activity.

Zero-Allocation Project Management Survival Guide

The most viable and effective way to ensure project manager compliance with the portfolio reporting process is to incorporate activities that create value by helping them...

Resource Management Strategy

Use this template to record your resource management strategy decisions.

Detailed Project Request Form

Use the Detailed Project Request Form if your intake processes require more friction.
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