Project Management Office - Templates & Policies

PPM Strategy-Process Goals Translation Matrix Template

This tool will help you engage the executive layer or the project steering committee, who ultimately own the project portfolio, to set the goals, metrics, and targets.

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.

Portfolio Manager 2017 Operating Manual

Use this template to document how you will use your homegrown PPM solution to support your PPM activities.

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...

Level 1 Project Closure Checklist Template

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

Kick-Off Meeting Agenda Template

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

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...

Level 2 Project Management Plan Template

Use this template to create a consolidated project management plan for medium, moderate-risk projects.
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