Project Portfolio Management (PPM) templates provide a structured approach for organizations to manage and prioritize their projects effectively. While specific templates may vary based on the nature of the business and its unique requirements, below is an overview of PPM templates for various business structures:
Table of Contents
Traditional Business Structure (Functional Organizational Structure):
In this type of organization, projects are managed within specific functional departments like Marketing, Finance, Operations, etc.
Project Charter Template:
Provides a clear description of the project’s objectives, scope, deliverables, stakeholders, and initial resource allocation.
Project Priority Matrix:
Helps in prioritizing projects based on criteria such as strategic alignment, resource availability, ROI, and risk assessment.
Resource Allocation Template:
Enables tracking and managing resource allocation across different projects in the organization.
Project Status Report:
Summarizes the current status of each project, including progress, issues, and next steps.
Matrix Business Structure (Project-Based Organizational Structure):
Matrix organizations have a blend of functional and project-based structures, where resources may belong to both a functional department and work on projects.
PPM Dashboard Template:
Provides an overview of all ongoing projects, their progress, resource utilization, and financial status.
Project Evaluation and Selection Template:
Offers a systematic method to evaluate and select projects based on predefined criteria.
Resource Pooling Template:
Helps in managing shared resources and avoiding conflicts between multiple projects.
Risk Assessment Matrix:
Identifies and evaluates risks associated with each project, assisting in risk mitigation planning.
Projectized Business Structure:
In projectized organizations, most resources are dedicated to projects, and project managers have significant authority.
Project Portfolio Roadmap:
Outlines the timeline and interdependencies of all projects within the organization.
Resource Capacity Planning Template:
Ensures that resources are allocated efficiently across projects and identifies potential overloads.
Project Closure Report:
Provides a comprehensive review of completed projects, highlighting key outcomes and lessons learned.
Benefits Realization Template:
Assists in tracking and measuring the actual benefits achieved from each project.
SMEs may have simpler PPM needs but can still benefit from templates tailored to their size and capacity.
Simple Project Tracker:
An easy-to-use template to track project progress, tasks, and deadlines.
Project Cost Estimation Template:
Helps in estimating project costs, including labor, materials, and other expenses.
Resource Availability Calendar
A basic template to manage and plan resource availability for multiple projects.
Stakeholder Communication Plan:
Outlines communication strategies for different stakeholders involved in the projects.
Remember, these are general templates, and their customization will depend on the specific requirements, complexity, and scale of each business structure and the projects they undertake. PPM templates are meant to streamline project management processes, improve decision-making, and enhance overall project success within an organization.