Managing Projects - Templates & Policies

Change Approval Form

This approval template provides a format that will indicate the top-ranked projects that have been identified to proceed, and suggest a format for obtaining official...

Guide to Understanding Triggers for Re-Prioritization

This guide should be used to identify circumstances in which re-prioritization of projects may be required.

Project Prioritization List Maintenance Guidelines

Use this guide to help establish your own Prioritization List Maintenance Plan with the objective to monitor and sustain your project list by continuously examining,...

Guide to Defining a Project

This guide is designed to help set expectations for how projects are defined by the organization. Its purpose is to help establish what constitutes a project and to help...

Project Prioritization Process Template

This advanced guide is designed to assist in establishing and defining the project prioritization process. For organizations that warrant a formal process document, this...

Project Request Process

This template is designed to inform people inside the organization that a project prioritization exercise is taking place.

QA Checklist for Feasibility Studies Guidelines

Feasibility study stakeholders and reviewers should use this checklist to ensure that the quality of the final report follows corporate standards and meets stakeholder...

Approval Template

At this stage, the project prioritization committee must communicate resource-confirmed project rankings with stakeholders and senior management to obtain support for...

Email Approval Template

The project prioritization committee must communicate project rankings to senior management and obtain support for moving forward.

Project Sponsor Meeting Agenda Template

After each project team meeting, use this template to set the agenda for the project manager's meeting with the project sponsor.
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