Portfolio Management - Templates & Policies
Topics
Types of Content
Deliver Engaging Portfolio Reports With Power BI – Comprehensive Business CaseThis financial forecast template allows you to document the costs and benefits of your project as an ROI forecast. |
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Portfolio Manager Change Plan TemplateThis template accelerates your deployment by recording decisions and design points in a central "Change Plan". |
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Resource Management Process Flow TemplateUse this template to document your resource management process in a swim-lane flowchart format. |
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Digital Portfolio Management Program Executive PresentationCommunicate the results of your enterprise porfolio management program using this template executive communication deck. |
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Project Gating Reference DocumentUse this template to communicate your right-sized gating process to all stakeholders. |
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Project Gating Strategic TemplateUse this template to document your right-sized project gating process. |
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Day-to-Day Project Process DocumentThis template will help you communicate the need for more portfolio management rigor around day-to-day projects and document a process wireframe. |
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Project Portfolio Management Foundations Stakeholder Communication DeckUse this template to construct a debrief for stakeholders around foundational changes to your PPM processes. |
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Project Portfolio Book of RecordUse this tool to compile a list of all existing projects. Determine the necessary criteria to track and use the book of record to help leadership make decisions around... |
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PPM WireframeUse this tool to help you action next steps determined to improve the current state of you PPM process. |
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