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Project Management Office - Templates & Policies

PMO Strategic Plan

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

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...

M365 Task Management Tool Guide

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

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 Change Request Template

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

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.

Blank Job Description Template

Use this template for your job descriptions.

Day-to-Day Project Process Document

This 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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