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.

PPM Solution Vendor Response Template

Customize this template and send it to vendors interested in responding to your request for proposals (RFP). Having vendors fill out a standard form will ease the process...

PPM Solution Vendor Demo Script

Use this template to prepare a script that can be used to guide PPM solution demonstrations and briefings offered by vendors. Having questions prepared will help ease...

EPMO Capabilities Survey

Perform our EPMO Capabilities Survey to assess executive needs and to ensure that leadership expectations are clearly set.

EPMO Charter Template

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

EPMO Communication Planning Template

Use this template to plan your communications with EPMO stakeholders.

EPMO Process Guide and SOP Template

Use this template to develop your EPMO standard operating procedure.

EPMO Communications Template

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

Detailed Project Request Form

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

Light Project Request Form

Use the Light Project Request Form if your intake processes require less friction.
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