Templates & Policies

Influence Case Study

Use this template in conjunction with Train Leaders to Effectively Influence Organizational Stakeholders Training Deck for the case study.

Influence Case Study – Facilitator's Notes

Use this template in conjunction with Train Leaders to Effectively Influence Organizational Stakeholders Training Deck for the case study.

Organizational Design Implementation FAQ

Use this template as a starting point for building an organizational design implementation FAQ. Add additional questions through the implementation process and use it as...

Organizational Design Implementation Kick-Off Presentation

Use this template to define a specific process for managing security incidents and reducing their effects on the organization.

Organizational Design Implementation Manager Training Guide

Use this presentation template to conduct a workshop with your managers to train them on leading their staff through the reorganization.

Organizational Design Implementation Stakeholder Engagement Plan Template

Use this template in conjunction with the manager training guide to build stakeholder engagement plans for your employees.

Organizational Design Implementation Transition Plan Template

Use this template to document all of the changes to your employees' roles during the reorganization implementation.

PPM Dashboard and Reporting Audit Worksheets

These templates are designed to support the PPM Dashboard and Report Audit Workbook. Use this form to gather information at group sessions or workshops so that it can be...

PPM Dashboard and Report Enhancement Project Charter Template

Use this template project charter to create an official project artifact and to mark the official launch of the PPM Report and Dashboard Enhancement Project.

PPM Executive Dashboard Template

This template provides a working example of a PPM Executive dashboard. Replace the example information and visuals with your own data and visuals and create an easy to...
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