Portfolio Management - Templates & Policies
Topics
Types of Content
Project Backlog Stakeholder Communications TemplateUse this template to help structure your stakeholder outreach around backlog decisions in order to make this process more efficient and minimize resistance. |
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PPM Solution Vendor Demo ScriptUse this template to prepare a script that can be used to guide PPM solution demonstrations and briefings offered by vendors. Having questions prepared will help ease... |
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PPM Solution Vendor Response TemplateCustomize this template and send it to vendors interested in responding to your request for proposals (RFP). Having vendors fill out a standard form will ease the process... |
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PPM Solution RFP TemplateUse this template to create a request for proposal (RFP) document to be used in the selection process of this project. |
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PPM Implementation Work Breakdown StructureUse this template to create a work breakdown structure for your PPM solution selection and implementation project. |
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PPM Solution Project Charter TemplateUse this template to create a project charter for your PPM solution selection and implementation project. |
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Project Intake, Approval, and Prioritization Communications TemplateUse this template to compile and communicate the standard operating procedures that you have developed over the course of this blueprint. |
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Fast Track Business Case TemplateUse this fast track template if you want to quicken the development of business cases or for those requests that demand less business case rigor. |
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Comprehensive Business Case TemplateUse the Comprehensive Business Case Template for requests that require more rigorous business case development. |
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Light Project Request FormUse the Light Project Request Form if your intake processes require less friction. |
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