Project Management Office - Templates & Policies
Topics
Types of Content
Project Estimation PlaybookUse this template to track and develop an estimation process that is cohesive and repeatable for all future projects. |
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Project Intake, Approval, and Prioritization SOPUse this template to set up a standard operating procedure for the project intake, approval, and prioritization process. |
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Project Intake Workflow TemplateUse this template to document your project intake, approval, and prioritization workflow in a swim-lane flowchart format. |
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Intake Process Pilot Plan TemplateUse Info-Tech’s Intake Process Pilot Plan Template to help define the scope of your pilot and set appropriate goals for the test-run of your new processes. |
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Time-Tracking Survey Email TemplateUse this template to send regular time-audit survey updates. |
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Resource Management Communications TemplateUse this template to present your resource management practice to stakeholders. |
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Process Pilot Plan TemplateInvest time and energy into a pilot and lower implementation risk, enhance the details and steps within a process, and improve stakeholder relations prior to a full scale... |
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Resource Management PlaybookUse this template to record your resource management strategy including the standard operating procedures for the process that implements the strategy. |
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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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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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