Portfolio Management - Templates & Policies
Topics
Types of Content
Audit Glossary of TermsRead and understand the glossary of terms before completing the activities in phase 1 of this blueprint. |
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Info-Tech Audit Standard for Project Portfolio ManagementRead and understand the Audit Standard before completing the activities in phase 1 of this blueprint. |
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PPM Audit Timeline TemplateBased on the results of the audit, this tool should be used as a project plan for next steps. |
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Right-Sized Business Case TemplateUse this streamlined template to help build a business case for any size of initiative. |
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Benefits Commitment Form TemplateUse the Benefits Commitment Form Template to document your project sponsor's approval and a high-level commitment to major benefits. |
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Project Sponsor Role Description TemplateUse this template in concert with the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to help communicate sponsor responsibilities for project... |
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Benefits Legitimacy Workflow TemplateUse this template to document the workflow for your benefits management process. |
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Benefits Lag Report TemplateUse this template in conjunction with the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to help facilitate the post-project benefits reporting... |
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Benefits Legitimacy Handbook TemplateUse this template as you complete the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to document your new benefits management processes. |
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Project Lessons Learned TemplateUse this template to track successes and setbacks across each project lifecycle. Refine and synthesize this data to create valuable lessons learned for future projects. |
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