Customer/Sponsor Project Status Meeting Template

This template is used to outline key activities and outcomes of the status meeting. This helps project team members and stakeholders keep track of the project progress.

Project Methodology Assessment Tool

Use this tool during portfolio intake to determine right project management methodology for planning and execution.

Project Level Assessment Tool

The Project Level Assessment Tool is used to assess overall project initiation and planning maturity and pinpoint areas of project management initiation and planning that...

Portfolio Benefits Tracking Tool

Use this tool to document, analyze, and report on actual benefits realization across multiple projects in your portfolio.

Project Manager Training Template

Use this template to help communicate your project management processes and train project leads.

Tailor Project Management Processes to Fit Your Projects – Phase 1: Lay the Groundwork for PM Success

This phase of the blueprint, Tailor Project Management Processes to Fit Your Projects, will help you set the right level of project governance and classify your projects...

Unify a Mixed Methodology Portfolio

A mixed methodology portfolio needs to be anchored around a clear focus on current projects and allocations, with a great deal of value placed on near-term resource...
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Level 1 Project Charter Template

Use this template to create a concise project charter for small, low-risk projects.

Risk Management Workbook

This workbook is used to create the project's risk management plan to mitigate or eliminate potential risks, and track each risk item during project execution.

Minimum-Viable PMO Needs Assessment

Analyze the value of the time and effort you spend on project management activities.
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