Templates & Policies
Topics
Metrics Presentation Format Selection GuideThis guide contains four questions, which will help IT organizations to identify the most appropriate presentation format based on stakeholder preference and needs for... |
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Project Intake for Small Enterprise SOP TemplateCreate a repeatable process for project intake by leveraging the complete project intake SOP template. |
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Business Process Improvement WorkbookUse this template to document and collect the data outputs from the Create a Winning BPI Playbook blueprint. |
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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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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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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 Deployment Communication Plan TemplateUse this template to record your communication plan for the deployment period. |
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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 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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Business Requirements Document TemplateUse this template to record the functional, quality, and usability requirements into formats that are easily consumable for future analysis, architectural, and design... |
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