PPM Audit Timeline Template

Based on the results of the audit, this tool should be used as a project plan for next steps.

Project Portfolio Book of Record

Use 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...

Day-to-Day Project Process Document

This template will help you communicate the need for more portfolio management rigor around day-to-day projects and document a process wireframe.

Project Gating Strategic Template

Use this template to document your right-sized project gating process.

Project Gating Reference Document

Use this template to communicate your right-sized gating process to all stakeholders.

Resource Management Strategy

Use this template to record your resource management strategy decisions.

Project Sponsor Role Description Template

Use this template in concert with the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to help communicate sponsor responsibilities for project...

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...

PPM Solution Project Charter Template

Use this template to create a project charter for your PPM solution selection and implementation project.
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