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...

Project Intake, Approval, and Prioritization SOP

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

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.

Detailed Project Request Form

Use the Detailed Project Request Form if your intake processes require more friction.

PPM Solution RFP Template

Use this template to create a request for proposal (RFP) document to be used in the selection process of this project.

Light Project Request Form

Use the Light Project Request Form if your intake processes require less friction.
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