Project & Portfolio Management - Templates & Policies
Topics
Move/Add/Change Request FormTrying to manage unscheduled moves, adds, and changes (MACs) to desktop systems and user accounts can be one of IT's biggest headaches. Use a move/add/change request form... |
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PPM Strategic Plan TemplateThis 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... |
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PPM Strategy-Process Goals Translation Matrix TemplateThis tool will help you engage the executive layer or the project steering committee, who ultimately own the project portfolio, to set the goals, metrics, and targets. |
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Portfolio Manager 2017 Operating ManualUse this template to document how you will use your homegrown PPM solution to support your PPM activities. |
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Portfolio Manager Debut Presentation for Portfolio OwnersUse this presentation template to communicate information about your new homegrown PPM solution and gain buy-in from PPM decision makers. |
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Portfolio Manager Debut Presentation for Data SuppliersUse this presentation template to communicate information about your new homegrown PPM solution and gain buy-in from PPM project resources. |
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Portfolio Management Standard Operating ProceduresUse 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 actual... |
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Level 2 Project Charter TemplateUse this template to create a project charter for medium-sized, moderate-risk projects. |
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Project Management SOP TemplateThe Project Management SOP Template is used to document your project management processes as you customize them to fit your organization's needs. |
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Level 1 Project Charter TemplateUse this template to create a concise project charter for small, low-risk projects. |
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