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Templates & Policies

Data Quality Improvement Plan Template

Use this template to document the data quality improvement project plan for each business unit's data quality project. and centrally store the project's purpose, context,...

Future State Playbook

Use this template to identify new and changing processes in your future state environment.

Technical Skills Map Communication Deck Template

Use this communication deck template to communicate required changes and next steps to action your skills map.

Portfolio Manager 2017 Operating Manual

Use this template to document how you will use your homegrown PPM solution to support your PPM activities.

Portfolio Manager Debut Presentation for Portfolio Owners

Use this presentation template to communicate information about your new homegrown PPM solution and gain buy-in from PPM decision makers.

Portfolio Manager Debut Presentation for Data Suppliers

Use this presentation template to communicate information about your new homegrown PPM solution and gain buy-in from PPM project resources.

Portfolio Management Standard Operating Procedures

Use 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...

Business Value Statement Template

This template can be used to document your organization's business value drivers, along with the mission and vision of the organization.

Value Statement Email Communication Template

This template can be used alongside the activities in the Maximize Business Value blueprint to set up meetings, send the business value statement, and send follow-up emails.

Business Value Executive Presentation Template

Present the changes to the benefits realization process to key stakeholders.
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