Project & Portfolio Management - Templates & Policies
Topics
Blank Job Description TemplateUse this template for your job descriptions. |
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Day-to-Day Project Process DocumentThis template will help you communicate the need for more portfolio management rigor around day-to-day projects and document a process wireframe. |
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Project Portfolio Book of RecordUse this tool to compile a list of all existing projects. Determine the necessary criteria to track and use the book of record to help leadership make decisions around... |
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PPM WireframeUse this tool to help you action next steps determined to improve the current state of you PPM process. |
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Project Portfolio Management Foundations Stakeholder Communication DeckUse this template to construct a debrief for stakeholders around foundational changes to your PPM processes. |
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Info-Tech Audit Standard for Project Portfolio ManagementRead and understand the Audit Standard before completing the activities in phase 1 of this blueprint. |
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Audit Glossary of TermsRead and understand the glossary of terms before completing the activities in phase 1 of this blueprint. |
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PPM Audit Timeline TemplateBased on the results of the audit, this tool should be used as a project plan for next steps. |
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PMO Project CharterUse this template to document the project of establishing your new PMO. |
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Frontline Manager Change Management Training TemplateUse this manager training deck to prepare frontline managers and supervisors to lead through change |
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