Project & Portfolio Management

Tailor Project Management Processes to Fit Your Projects – Phase 3: Establish Initiation and Planning Protocols for Medium-to-Large Projects

This phase of the blueprint, Tailor Project Management Processes to Fit Your Projects, will help you create a fully-featured set of project initiation and planning processes.

Scope Statement Template

Use this template to outline project deliverables in detail and provide a common understanding of project scope to all stakeholders.

Project Staffing Plan

The Project Staffing Plan should be used by the project manager to determine skill requirements, assess skills, determine scheduling requirements, and draft a plan to...

Risk Management Workbook

This workbook is used to create the project's risk management plan to mitigate or eliminate potential risks, and track each risk item during project execution.

Quality Management Workbook

This workbook is used to facilitate sound quality management that monitors the status of deliverable quality throughout project execution.

Communications Management Plan Template

The Communications Management Plan Template is used to outline the anticipated communications requirements and the methods to be used for project communication.

Benefits Management Plan Template

Use this template to document project benefits and create a plan for realizing those benefits. This workbook should be used to categorize benefits and record relevant...

Tailor Project Management Processes to Fit Your Projects – Phase 4: Develop Execution and Closing Procedures for Medium-to-Large Projects

This phase of the blueprint, Tailor Project Management Processes to Fit Your Projects, will help you create a fully-featured set of project execution and closing processes.

Customer/Sponsor Project Status Meeting Template

This template is used to outline key activities and outcomes of the status meeting. This helps project team members and stakeholders keep track of the project progress.

Level 1 Project Status Report Template

Use this template to create a concise project status report for small, low-risk projects.
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