Project Management Office - Templates & Policies

Intake Process Pilot Plan Template

Use Info-Tech’s Intake Process Pilot Plan Template to help define the scope of your pilot and set appropriate goals for the test-run of your new processes.

Project Estimation Playbook

Use this template to track and develop an estimation process that is cohesive and repeatable for all future projects.

Program Stakeholder Register Template

Use this to tool to document and analyze your stakeholders.

Initial Program Charter Template

Use this template as you complete the blueprint, Introduce Program Management to Your Organization, to document your program details.

Frontline Manager Change Management Training Template

Use this manager training deck to prepare frontline managers and supervisors to lead through change

Change Management Role Play Scenarios

Use this template to role play change navigation scenarios between a leader and their direct report.

PMO Project Charter

Use this template to document the project of establishing your new PMO.

Info-Tech Audit Standard for Project Portfolio Management

Read and understand the Audit Standard before completing the activities in phase 1 of this blueprint.

PPM Audit Timeline Template

Based on the results of the audit, this tool should be used as a project plan for next steps.

Project Portfolio Book of Record

Use this tool to compile a list of all existing projects. Determine the necessary criteria to track and use the book of record to help leadership make decisions around...
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