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...

PPM Suite Training Plan Template

Use this template to record how you plan to train users during the deployment and post-deployment phases of your PPM suite. This template allows you to identify existing...

PPM Suite Transition Plan Template

Use this template to record how to transition from existing PPM processes and solutions to the new PPM solution and any new processes needed to support it.

PPM Suite Deployment Communication Plan Template

Use this template to record your communication plan for the deployment period.

PPM Suite Deployment Timeline Template

Use this template to outline the high-level timeline and major milestones for the preparation, deployment, and post-deployment stages. Establishing a long-term view will...

PPM Suite Functional Requirements Document Template

Use this template to record project-related and resource management functional requirements for the new PPM suite. This template also records where key PPM data is...

Prepare to Deploy PPM Suite Project Charter Template

Use this template to create a project charter for the PPM suite preparation team.

PPM Dashboard and Reporting Audit Worksheets

These templates are designed to support the PPM Dashboard and Report Audit Workbook. Use this form to gather information at group sessions or workshops so that it can be...

PPM Dashboard and Report Enhancement Project Charter Template

Use this template project charter to create an official project artifact and to mark the official launch of the PPM Report and Dashboard Enhancement Project.

PPM Executive Dashboard Template

This template provides a working example of a PPM Executive dashboard. Replace the example information and visuals with your own data and visuals and create an easy to...
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