Portfolio, PMO & Project Planning Templates
Portfolio dashboards, roadmaps, plans, milestone trackers, resource capacity and sprint planning.
7 templates in this category. Every one is a working document rather than a methodology: editable, instantly downloadable, and built from the artefacts a delivery programme actually produces. Sold through Etsy.
PMO Portfolio Dashboard (Excel)
€29,00Multi-project tracker with portfolio health, budget, risk and resource allocation.
Excel · instant download
IT Project Portfolio Tracker (Excel)
€24,95PMO multi-project roadmap, budget and status dashboard.
Excel · instant download
Project Roadmap Template (PowerPoint)
€29,00Five editable layouts: swimlanes, now/next/later, Gantt, milestones, release plan.
PowerPoint · instant download
Product & Project Roadmap (Excel)
€24,00Now/next/later board, quarterly timeline and initiatives dashboard.
Excel · instant download
Resource & Capacity Planner (Excel)
€27,00Team allocation, utilisation dashboard and workload heatmap.
Excel · instant download
Agile Sprint Planner & Velocity Tracker (Excel)
€24,00Scrum backlog, sprint board, burndown and capacity.
Excel · instant download
Project Plan & Milestone Tracker (Excel)
€16,95Gantt chart, phases, deliverables and RAG status.
Excel · instant downloadGuides for this area
Each guide explains one artefact in full — enough that you could build your own version from scratch.
PMO Templates: What a Small PMO Actually Needs
Which templates a small or new PMO needs first, in what order, and which ones can wait. A practical starting set for portfolio, governa…
Read the guide →Programme Governance: The Structure That Actually Works
How to design programme governance: which boards, which decision rights, what reporting cadence, and how to avoid governance that consu…
Read the guide →What Should Be in a Project Status Report?
What a project status report should contain, how long it should be, how often to send it, and the reporting habits that destroy credibi…
Read the guide →Dependency Tracking: Managing What You Don't Control
How to track cross-team and cross-project dependencies: the fields that matter, how to spot the commitments that will slip, and why dep…
Read the guide →Steering Committee Report: One Page That Gets a Decision
What belongs in a steering committee report — status, decisions required, risks, financials and dependencies — and how to structure it …
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