Templates & Policies

PPM Solution Vendor Demo Script

Use 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...

Enterprise Application Center of Excellence Project Charter

The charter lays the foundation for establishing the Enterprise Applications CoE. It is a critical communication tool for the project vision, scope, and key project...

Center of Excellence Refinery Model Template

Use this template to visualize the CoE enhancement process through identifying inputs, CoE value-add initiatives, and expected outputs.

Center of Excellence Exceptions Report

Use this tool to track issues, identify resolution paths, and turn these experiencies into best practices that will mitigate facing the same issues in the future.

Enterprise Application Center of Excellence Stakeholder Presentation Template

Decide what needs to be presented and to whom. The purpose and format for communicating initiatives may vary based on the audience. Identify the audience first to ensure...

LMS Strategy Project Nomination Template

Use this template to document project intentions, objectives, benefits, and costs. Use this completed tool to help obtain project sponsorship.

LMS Strategy Project Charter Template

A project charter defines the project and lays the foundation for all subsequent project planning. It is a critical communication tool for the project purpose, scope, and...

LMS Strategy Learner Survey Guide

Use this template to guide you in creating a learner survey, the results of which will inform your LMS strategy.

LMS Strategy Learner Profile Template

Use this template to consolidate information about the learner that will inform your LMS strategy.

LMS Strategy Process Owner Assignment Guide

Use this template to help you choose the right process owners for developing an LMS Strategy.

PPM Solution Vendor Demo Script Use 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...
Enterprise Application Center of Excellence Project Charter The charter lays the foundation for establishing the Enterprise Applications CoE. It is a critical communication tool for the project vision, scope, and key project...
Center of Excellence Refinery Model Template Use this template to visualize the CoE enhancement process through identifying inputs, CoE value-add initiatives, and expected outputs.
Center of Excellence Exceptions Report Use this tool to track issues, identify resolution paths, and turn these experiencies into best practices that will mitigate facing the same issues in the future.
Enterprise Application Center of Excellence Stakeholder Presentation Template Decide what needs to be presented and to whom. The purpose and format for communicating initiatives may vary based on the audience. Identify the audience first to ensure...
LMS Strategy Project Nomination Template Use this template to document project intentions, objectives, benefits, and costs. Use this completed tool to help obtain project sponsorship.
LMS Strategy Project Charter Template A project charter defines the project and lays the foundation for all subsequent project planning. It is a critical communication tool for the project purpose, scope, and...
LMS Strategy Learner Survey Guide Use this template to guide you in creating a learner survey, the results of which will inform your LMS strategy.
LMS Strategy Learner Profile Template Use this template to consolidate information about the learner that will inform your LMS strategy.
LMS Strategy Process Owner Assignment Guide Use this template to help you choose the right process owners for developing an LMS Strategy.

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