Project Management Office - Templates & Policies

Benefits Lag Report Template

Use this template in conjunction with the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to help facilitate the post-project benefits reporting...

Benefits Legitimacy Handbook Template

Use this template as you complete the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to document your new benefits management processes.

Project Sponsor Role Description Template

Use this template in concert with the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to help communicate sponsor responsibilities for project...

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.

Project Estimation Playbook

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

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 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 Workflow Template

Use this template to document your project intake, approval, and prioritization workflow in a swim-lane flowchart format.

Time-Tracking Survey Email Template

Use this template to send regular time-audit survey updates.
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