Project Management Office - Templates & Policies

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.

Comprehensive Business Case Template

Use the Comprehensive Business Case Template for requests that require more rigorous business case development.

Fast Track Business Case Template

Use this fast track template if you want to quicken the development of business cases or for those requests that demand less business case rigor.

Project Intake, Approval, and Prioritization Communications Template

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

Resource Management Strategy

Use this template to record your resource management strategy decisions.

Minimum-Viable Project and Portfolio Management SOP

Rather than just another project document, make your SOP the key to your survival guide.

Zero-Allocation Project Manager Development Plan

A zero-allocation project management workshop/team building activity.

Zero-Allocation Project Management Survival Guide

The most viable and effective way to ensure project manager compliance with the portfolio reporting process is to incorporate activities that create value by helping them...
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