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Project & Portfolio Management - Templates & Policies

Digital Portfolio Management Program Executive Presentation

Communicate the results of your enterprise porfolio management program using this template executive communication deck.

PMO Strategic Plan

This template will help you compose a PMO strategy. Follow the steps in the blueprint to complete the strategy.

PMO MS Project Plan Sample

Use this tool to determine the next steps and assign tasks to the appropriate people.

M365 Task Management Tool Guide

Optimize how you manage your day-to-day tasks with the productivity tools in M365.

Microsoft Project & M365 Action Plan Template

Use this template in conjunction with Info-Tech’s Determine the Future of MS Project for Your Organization blueprint. It is comprised of four sections, one of which you...

Project Change Request Template

Use this template to track and control changes that occur during the project.

Status Report Template

Use this template to structure status reports throughout the execution of the project.

Project Management Project Charter Template

Use this template to establish the existence of the project and agree on the goals, scope, budget, and timeline with the project sponsor.

Project Gating Strategic Template

Use this template to document your right-sized project gating process.

Project Gating Reference Document

Use this template to communicate your right-sized gating process to all stakeholders.
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