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The Project Template Library

PMO, Program and Portfolio Management templates - 2016 Update

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New in 2016!  Two new templates support Organizational Change Management: Organizational Readiness Assessment and Marketing Plan.

Major Expansion 2014!  PMO, Program and Portfolio Management gains 16 templates for a new total of 29. This template set now includes all Initiation templates in support of project definition, selection and funding, including a new Business Case template. In addition, 7 of the original templates in this set have received updates. For example, the Project Evaluation Tool now allows simultaneous comparison of up to 24 proposed projects on as many as 21 customizable project parameters.

All templates are delivered via email in a single zip file; templates on CD is an option. Your purchase includes free upgrade support for three years.

Price: $50 USD  

Some of the demos available below are in .pdf format - you will need Adobe Acrobat Reader to view them. Download it here if you don't have it already.

If you cannot receive a zip file just contact us and we will arrange a different form of delivery.


PMO Startup

2014 Update!
PMO Charter - Example
View Demo Here  Sample PMO Charter makes clear the goals and functions of your PMO. You can use development of this PMO charter as a way to build stakeholder support. Use the text as is or modify to fit the circumstances of your organization. To be used with the companion document, "PMO Charter – Instructions." Rev 1.1; MS Word Doc ~273Kb
2014 Update!
PMO Charter - Instructions
Provides a framework for writing a PMO Charter. Instructions are included for each section. To be used with the companion document, "PMO Charter – Example".  Rev 1.1; MS Word Doc ~160Kb
Support Analysis View Demo Here  This template uses a Force Field analysis to provide insight into how to manage stakeholders based on their support or lack of support for a project. This update provides extensive instructions and additional functionality. Rev. 1.1; MS Excel ~52Kb

Organizational Change

New in 2016!
Organizational Readiness Assessment
View Demo Here  Resistance to change can kill your project! Use this template to discover those organizational factors that could threaten adoption of change. Examines degree of mangagement support, middle management attitudes, level of consensus on objectives, cultural factors, unwritten rules, sources of workforce resistance, and more. Discover insights into the work that must be done to promote change. Rev 1.1; MS Word Docx ~45Kb
New in 2016!
Marketing Plan
View Demo Here  Be more effective at promoting change. When you need to sell the workforce on the benefits of change, use this template to formulate key components of your Marketing Plan. Includes branding, management participation, communication tools, and targeted distribution of message. This template is a companion to the Organizational Readiness Assessment template. Rev 1.1; MS Word Docx ~35Kb
Organizational Change Management Plan View Demo Here  Provides instructions and format for an Organizational Adoption plan that can guide the PMO or project team in building stakeholder support for a project. Organizational Adoption may be required for any project that affects the workforce or management, e.g. introduction of a new software application or change in business process. Rev 1.1; MS Word Doc ~210Kb
Manager Self Evaluation An easy to use instrument that provides any manager with a means of evaluating their strengths and weaknesses. Can be the starting point for a professional self-improvement program. Rev 1.0; MS Word Doc ~65Kb
2014 Update!
Sponsor Brochure
View Demo Here  This color brochure explains the role of the Project Sponsor during each phase of the project. Use it to encourage a constructive level of Sponsor participation. This update provides tighter integration with other templates, with greater focus on the Sponsor’s accountability for the Business Value expected from a project. Rev 3.1; MS Word Docx ~70Kb

Program Management

2014 Update!
Program Charter
View Demo Here  Aids in the definition of a new Program including business goals, program components (e.g. projects), finances, risk, success criteria and more. Provides the information required for the program approval process.  Rev 1.1; MS Word Docx ~30Kb
Program Risk Evaluation Checklist View Demo Here  Aids in the evaluation of Program risk. Covers several areas of Program Management including Planning, Finances, Communication, Quality and Risk. Rev 1.0; MS Word Doc ~155Kb

Project Portfolio Management

2014 Update!
Project Portfolio Definition
View Demo Here  Assists the portfolio manager in development of a comprehensive description of the project portfolio including purpose, business drivers, stakeholders and governance, metrics and more.  Rev 1.3, MS Word Docx ~50 Kb
Portfolio Issues Log A convenient tool for tracking issues specific to your portfolio of projects. Track issues related to portfolio components, the portfolio process, portfolio governance and more. Rev 1.0; MS Excel ~29Kb
Project Dashboard A Microsoft Project file that allows display of essential status and descriptive information about an organization's suite of projects. Rev 1.0; MS Project ~167Kb
2014 Update!
Project Evaluation Tool
View Demo Here  Fully customizable project scoring model assists in Project Selection and Prioritization. As many as 21 project selection parameters deliver quantitative data that result in a numeric score for each project, with parameters such as strategic alignment, risk, benefit and cost, and project dependencies already provided. The template supports project categorization and provides a summary table of all weighted scores. Latest update allows simultaneous comparison of up to 24 proposed projects, provides improved weighted scoring, form layout enhancements and additional inline help. Rev 2.0, MS Excel xlsx ~170 Kb
AHP for project prioritization View Demo Here  This Analytical Hierarchical Process (AHP) tool is useful for any type of prioritization of up to 12 items. Great for setting project priorities, setting the weights in weighted scoring and more. Rev 1.0; MS Excel ~71Kb
2014 Update!
Project Sizing Chart
Assigns projects to four "Tiers" according to cost and type. Helps project managers understand the project management effort that will be required for their project. Rev. 1.1; MS Excel ~18Kb

Project Initiation (in support of Project Portfolio Management)

New in 2014!
Business Case
View Demo Here  This Business Case template has been designed specifically to help determine if a proposed project is worth funding. It does this by prompting for that information which is generally considered most indicative of project value. When used properly, this Business Case can provide management with crucial information about the merits of a proposed project and can be used to support an objective project selection process. The template provided is used when only one project approach is being considered. (A multi-approach version plus analysis tool is available in the BA Template set.) This template allows a VERY detailed description of a proposed project. Extensive inline help and NPV worksheet included. Rev 1.0; MS Word Docx; ~ 250 Kb
2014 Update!
Business Project Charter
View Demo Here  This is a project proposal typically produced by one or more departments. Describes what the project is, its benefits, costs, risks and objectives. This project charter may be used in any general business project. Can serve as a companion document to the Project Evaluation Tool. Rev 2.5; MS Word Docx ~75Kb
2014 Update!
IT Project Charter
View Demo Here  This is an IT project charter that may be used for internal IT projects or projects implemented by IT for one or more business customers. Describes what the project is, its benefits, costs, risks and objectives. This charter template is optimized for IT projects. Can serve as a companion document to the Project Evaluation Tool. Rev 2.5; MS Word Docx ~80Kb
2014 Update!
Project Charter Lite
View Demo Here  Quick charter document with much less overhead. Intended for small to medium projects but asks exactly the right questions for any project. Can serve as a companion document to the Project Evaluation Tool. Update packs more information into a simple format. Rev 1.6; MS Word Docx ~90Kb.
Added in 2014!
Support Analysis
View Demo Here  This template uses a Force Field analysis to provide insight into how to manage stakeholders based on their support or lack of support for a project. This update provides extensive instructions and additional functionality. Rev. 1.1; MS Excel ~52Kb
PM Charter Supplemental Documents View Demo Here - The Template Library includes several documents that can supplement the Project Charter in areas of schedule, scope and risk. These include:
  • Project Charter: Business Requirements - This document provides an easy way to document Business Requirements in your project. Business Requirements are the high level capabilities, conditions, features, functions and objectives that drive the project, and are considered essential to effective requirements development (see the BABOK® for further information). Rev 1.0; MS Word ~43Kb
  • Project Charter: Deliverables - Scope Document Addendum for the Project Charter. Use this if the Deliverables list is more than one page in length or to store a high level WBS in outline form. Rev 2.2; MS Word Doc ~41Kb
  • Project Charter: Milestones - Schedule Addendum for the Project Charter. Use this to record information about project phases, milestones, phase reviews and project completion criteria. Rev 2.2; MS Word Doc ~54Kb
  • Project Selection Criteria - This document prompts for that information which will be used to compare projects during the project selection process. Can serve as a companion document to the Project Evaluation Tool. Rev 1.1; MS Excel ~62Kb
  • Quick IT Project Risk Evaluator - View Demo Here - Easy to use tool asks 25 multiple choice questions that provide a surprisingly effective risk evaluation for any Information Technology project. Fully customizable; questions can be changed for any knowledge domain. Risk summary can be printed separately from the questionnaire. Rev 1.2; MS Word Doc ~101Kb
  • 2014 Update!
    Preliminary Project Cost Estimator
    View Demo Here  Simple tool for developing an early estimate of project cost. Sample data are IT focused, but the template is Ideal as an addendum to any Project Charter whether for IT or Business. May also be used as a standalone document. Rev 1.1; MS Excel xlsx ~20Kb
    New in 2014!
    Simple Stakeholder Register
    A simplified version of the standard Stakeholder Register specifically for use during Initiation. This template can help you track stakeholder information as you identify and analyze those with a stake in the project. Rev 1.0; MS Excel .xlsx ~190Kb
    Project Charter Budget Worksheet A Budget worksheet for IT projects designed to help the Charter team develop a reasonably accurate Project Cost Estimate. Includes Operational and Capital costs. Rev 1.3; MS Excel ~54 Kb
    SWAGMeister - using PERT for Budgeting View Demo Here  This amazing tool allows you to create a credible project cost estimate even when very little information is available. Makes the well known PERT approach easy to use. Finance will love it! Rev 1.1; MS Excel ~113Kb
    Flexibility Matrix Analysis This template provides a quick analysis of Triple Constraint factors in your project. Use this AHP tool (forced choice comparison) to learn how you can best manage Cost, Time, Scope and Quality. Rev 1.0; MS Excel ~27Kb
    Cost Benefit Analysis View Demo Here  A vehicle in which to document the pros and cons of various project approaches and why the current approach was selected. Rev 2.3; MS Word Doc ~235Kb
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