Portfolio Management - Templates & Policies
Topics
Types of Content
Portfolio Manager Debut Presentation for Portfolio OwnersUse this presentation template to communicate information about your new homegrown PPM solution and gain buy-in from PPM decision makers. |
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Portfolio Manager 2017 Operating ManualUse this template to document how you will use your homegrown PPM solution to support your PPM activities. |
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Portfolio Management Standard Operating ProceduresUse 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 actual... |
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PPM Suite Training Plan TemplateUse 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... |
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PPM Suite Transition Plan TemplateUse 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. |
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PPM Suite Deployment Communication Plan TemplateUse this template to record your communication plan for the deployment period. |
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PPM Suite Deployment Timeline TemplateUse 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... |
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PPM Suite Functional Requirements Document TemplateUse 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 stored.... |
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Prepare to Deploy PPM Suite Project Charter TemplateUse this template to create a project charter for the PPM suite preparation team. |
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Project Backlog Operating Plan TemplateUse this template to develop your long-term project backlog management operating strategy. |
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