Templates & Policies

PMO Course of Action Stakeholder Interview Guide

Use this template to gather insight into stakeholders relationship with, and expectations for, your PMO.

PMO Strategic Expectations Glossary

Use this template as a glossary of strategic terms and actions to help translate raw stakeholder process and service requirements into a strategic course of action complete...

PMO Mandate and Strategy Roadmap Template

Use this template to communicate your PMO's course of action to stakeholders and senior executives with the goal of demonstrating value and achieving buy-in.

PMO Director Peer Feedback Evaluation Template

Use this template towards the end of your first 100 days as PMO Director to help elicit stakeholder feedback concerning your leadership thus far.

Software Buyer's Checklist

This template provides a standardized set of steps to follow when negotiating software license agreements for your organization.

Release Management Process Standard Template

Use this template to document your release processes, roles and tools of your release management standard.

Vendor Communication Management Plan

Most SaaS purchases involve a broad range of stakeholders -- create and implement a plan to ensure effective communication throughout the negotiation process.

Software Business Use Case Template

Document both functional and non-functional requirements before starting any software purchase. Make sure you know what the business needs and why.

Contract Negotiation Tactics Playbook

There are a host of different negotiation strategies – understand available tactics and which one to use depending on the circumstances.

Minimum Viable Business Case Document

This document helps you store, present, and utilize the information in your minimum viable business case.

PMO Course of Action Stakeholder Interview Guide Use this template to gather insight into stakeholders relationship with, and expectations for, your PMO.
PMO Strategic Expectations Glossary Use this template as a glossary of strategic terms and actions to help translate raw stakeholder process and service requirements into a strategic course of action complete...
PMO Mandate and Strategy Roadmap Template Use this template to communicate your PMO's course of action to stakeholders and senior executives with the goal of demonstrating value and achieving buy-in.
PMO Director Peer Feedback Evaluation Template Use this template towards the end of your first 100 days as PMO Director to help elicit stakeholder feedback concerning your leadership thus far.
Software Buyer's Checklist This template provides a standardized set of steps to follow when negotiating software license agreements for your organization.
Release Management Process Standard Template Use this template to document your release processes, roles and tools of your release management standard.
Vendor Communication Management Plan Most SaaS purchases involve a broad range of stakeholders -- create and implement a plan to ensure effective communication throughout the negotiation process.
Software Business Use Case Template Document both functional and non-functional requirements before starting any software purchase. Make sure you know what the business needs and why.
Contract Negotiation Tactics Playbook There are a host of different negotiation strategies – understand available tactics and which one to use depending on the circumstances.
Minimum Viable Business Case Document This document helps you store, present, and utilize the information in your minimum viable business case.

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