Project Intake, Approval, and Prioritization SOP

Use this template to set up a standard operating procedure for the project intake, approval, and prioritization process.

PMO Coordinator

Use this template to hire a PMO coordinator for your organization.

Kick-Off Meeting Agenda Template

Use this template to guide your project kick-off meetings.

Portfolio Management Standard Operating Procedures

Use this template to record the portfolio criteria and processes that will be used to ensure that the portfolio is organized according to strategic goals and within...

Rebalance Project Intake for Small Enterprise

Successful project intake doesn't require additional time, administrative overhead, or high PPM maturity. Build intake discipline one step at a time by adopting a...
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Set a Strategic Course of Action for the PMO in 100 Days

New PMOs frequently suffer from poorly defined mandates and a lack of leadership vision. Don’t flounder in your new role as PMO director. Hit the ground running to...
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COBIT BAI01 (Manage Programs and Projects) Alignment Workbook

Use this tool to analyze your current and target state alignment with the COBIT framework for project management, and to assess the organizational supports and processes...

Enhance PPM Dashboards and Reports

Increase and optimize the engagement of senior management in project portfolio management (PPM) and improve project portfolio performance by enhancing your PPM dashboards...
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Final Sign-Off and Acceptance Form Template

Use this template to outline project final sign-off by closing all project activities, such as releasing the project team and closing-off vendors.

Light Project Change Request Form Template

The Light Project Change Request Form Template is used to document a scope change request and its assessment and escalation guidelines.
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