Project Management Office - Templates & Policies

Project Portfolio Management Foundations Stakeholder Communication Deck

Use this template to construct a debrief for stakeholders around foundational changes to your PPM processes.

PPM Wireframe

Use this tool to help you action next steps determined to improve the current state of you PPM process.

Audit Glossary of Terms

Read and understand the glossary of terms before completing the activities in phase 1 of this blueprint.

Project Management Workflow Template

Use this template to document the workflow for your project management process.

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.

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...

Project Intake Workflow Template

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

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.

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...

Process Pilot Plan Template

Invest time and energy into a pilot and lower implementation risk, enhance the details and steps within a process, and improve stakeholder relations prior to a full scale...
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