Project Management Office - Templates & Policies

Level 1 Project Closure Checklist Template

Use this template to create a concise checklist for closing small, low-risk projects.

Scope Statement Template

Use this template to outline project deliverables in detail and provide a common understanding of project scope to all stakeholders.

Communications Management Plan Template

The Communications Management Plan Template is used to outline the anticipated communications requirements and the methods to be used for project communication.

Customer/Sponsor Project Status Meeting Template

This template is used to outline key activities and outcomes of the status meeting. This helps project team members and stakeholders keep track of the project progress.

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...

PPM Capacity Dashboard Operating Manual

Use this template to create an operating manual for each dashboard or template. The manual identifies and describes the roles and responsibilities for every data...

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...

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...

Mixed Methodology Portfolio Strategy Template

This template will help you compose a comprehensive Mixed Methodology Portfolio Strategy. It is composed of an executive brief to establish the need for PPM, plan for...

Project Lessons Learned Template

Use this template to track successes and setbacks across each project lifecycle. Refine and synthesize this data to create valuable lessons learned for future projects.
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