Value & Performance - Templates & Policies

PPM Strategic Plan Template

This template will help you compose a comprehensive PPM strategy. It includes an executive brief to establish the need for PPM, a plan for process improvement, and an...

Business Value Statement Template

This template can be used to document your organization's business value drivers, along with the mission and vision of the organization.

Value Statement Email Communication Template

This template can be used alongside the activities in the Maximize Business Value blueprint to set up meetings, send the business value statement, and send follow-up emails.

Business Value Executive Presentation Template

Present the changes to the benefits realization process to key stakeholders.

Level 2 Project Charter Template

Use this template to create a project charter for medium-sized, moderate-risk projects.

Minimum Viable Business Case Document

This document helps you store, present, and utilize the information in your minimum viable business case.

Transition Team Communications Template

Use the Transition Team Communications Template to capture and communicate the what, where, when, how, and whom of an organizational change initiative.

IT Steering Committee Stakeholder Survey

Use the data collected in your stakeholder buy-in presentation to make the case for governance to each of the new governance members.

IT Steering Committee Stakeholder Presentation

This phase of the blueprint, Establish an Effective IT Steering Committee, will help you build a presentation for the steering committee's stakeholders.

IT Project Intake Form

Use this template to create your own project intake form to add projects to your project portfolio.
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