Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue · Module 18 · Project Templates and Workflows
Lab: four templates, timed, and a runbook
Lesson 192 of 198 · 2 min
An hour and a quarter, and it assembles nineteen modules. A completed template design worksheet with a justified template count. Templates built for each pattern — at minimum a T&M engagement, a fixed-price engagement, an internal initiative and a capital project. Each template carrying project type, plan types, RBS, financial plan types, task structure, team roles, classifications and billing defaults. Mandatory classifications enforced. Both approval workflows configured with escalation and delegation. Core scheduled processes scheduled. A COMPLETED OPERATIONAL RUNBOOK FOR MERIDIAN — EVERY PROCESS, FREQUENCY, OWNER AND FAILURE RESPONSE. And the evidence: a project created from each template in under two minutes — TIMED — with everything inherited and nothing manually configured. Project creation takes under two minutes and requires NO CONFIGURATION DECISIONS. Nothing inherited is left blank that should be populated. The runbook names an owner for every process. Every one — a blank owner column is the failure…
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The video, the complete written lesson and the module quiz are included in Implementing Project Portfolio Management: From Organization Structure to Recognized Revenue, with a certificate on completion and a fourteen-day refund window.
In this module: Module 18 · Project Templates and Workflows
- 1The template is the deliverableFree preview
- 2Designing the template set
- 3Creating a project template
- 4Template plan structure and RBS
- 5Financial plan types and billing on the template
- 6Team, classifications and defaults
- 7Approval workflows
- 8Profile options and scheduled processes
- 9What breaks
- 10Lab: four templates, timed, and a runbook