Project Management Office - Templates & Policies

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.

Level 2 Project Charter Template

Use this template to create a project charter for medium-sized, moderate-risk projects.

Level 1 Project Status Report Template

Use this template to create a concise project status report for small, low-risk projects.

Project Intake, Approval, and Prioritization SOP

Use this template to set up a standard operating procedure for the project intake, approval, and prioritization process.

Project Intake, Approval, and Prioritization Communications Template

Use this template to compile and communicate the standard operating procedures that you have developed over the course of this blueprint.

Handover to Operations Template

The Handover to Operations Template is used to document all necessary steps to transfer project knowledge and technical documents. Use this template to document important...

Kick-Off Meeting Agenda Template

Use this template to guide your project kick-off meetings.

Portfolio Management Standard Operating Procedures

Use this template to record the portfolio criteria and processes that will be used to ensure that the portfolio is organized according to strategic goals and within...

EPMO Charter Template

Use this template to develop your charter and help build the business case for your EPMO.

Final Sign-Off and Acceptance Form Template

Use this template to outline project final sign-off by closing all project activities, such as releasing the project team and closing-off vendors.
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