PPM Audit Timeline Template

Based on the results of the audit, this tool should be used as a project plan for next steps.

Audit Glossary of Terms

Read and understand the glossary of terms before completing the activities in phase 1 of this blueprint.

Info-Tech Audit Standard for Project Portfolio Management

Read and understand the Audit Standard before completing the activities in phase 1 of this blueprint.

Benefits Legitimacy Handbook Template

Use this template as you complete the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to document your new benefits management processes.

Benefits Commitment Form Template

Use the Benefits Commitment Form Template to document your project sponsor's approval and a high-level commitment to major benefits.

Project Sponsor Role Description Template

Use this template in concert with the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to help communicate sponsor responsibilities for project...

Right-Sized Business Case Template

Use this streamlined template to help build a business case for any size of initiative.

Benefits Lag Report Template

Use this template in conjunction with the blueprint, Deliver Project Value With a Benefits Legitimacy Initiative, to help facilitate the post-project benefits reporting...

Benefits Legitimacy Workflow Template

Use this template to document the workflow for your benefits management process.

Mixed Methodology Portfolio Strategy Template

This template will help you compose a comprehensive Mixed Methodology Portfolio Strategy. It is composed of an executive brief to establish the need for PPM, plan for...
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