Light Project Request Form

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

Detailed Project Request Form

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

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 Communications Template

Use this template to compile and communicate the standard operating procedures that you have developed over the course of this blueprint.

Project Intake, Approval, and Prioritization SOP

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

Benefits Commitment Form Template

Use the Benefits Commitment Form Template to document your project sponsor's approval and a high-level commitment to major benefits.

Portfolio Manager Debut Presentation for Portfolio Owners

Use this presentation template to communicate information about your new homegrown PPM solution and gain buy-in from PPM decision makers.

PPM Strategic Plan Template

This template will help you compose a comprehensive PPM strategy. It includes an executive brief to establish the need for PPM, a plan for process improvement, and an...

Portfolio Manager Debut Presentation for Data Suppliers

Use this presentation template to communicate information about your new homegrown PPM solution and gain buy-in from PPM project resources.
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