Templates & Policies

Level 2 Project Management Plan Template

Use this template to create a consolidated project management plan for medium, moderate-risk projects.

Project Management Process Training Plan Template

Use this training plan as a starting point for outlining how you will bring your project managers up to speed on new project management processes.

ERP Strategy Stakeholder Interview Guide

This template will help you gather information from stakeholders during the ERP Operational Assessment project phase of the Develop an Actionable ERP Strategy and Roadmap...

ERP Governance Charter Template

This template will help you identify and define the provisions around roadmap reviews, changes, and audits, with associated roles, responsibilities, and enforcement powers.

ERP Strategy Stakeholder Presentation

This template will help you consolidate the outputs of your completed activities throughout the Develop an Actionable ERP Strategy and Roadmap blueprint in a professional...

Requirements Gathering Technique Guide

Leverage this guide to examine each of the different elicitation and analysis techniques available to facilitate the requirements gathering process.

Metrics Development Workbook

This workbook guides the development and creation of service metrics that are directly tied to business objectives.

Metrics Presentation Format Selection Guide

This guide contains four questions, which will help IT organizations to identify the most appropriate presentation format based on stakeholder preference and needs for...

Project Intake for Small Enterprise SOP Template

Create a repeatable process for project intake by leveraging the complete project intake SOP template.

Business Process Improvement Workbook

Use this template to document and collect the data outputs from the Create a Winning BPI Playbook blueprint.
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