Professional, PMI-aligned Word templates built for senior portfolio managers. Download, customise, and use immediately — no sign-up required.
Each template includes a branded cover page, revision history, table of contents, and fully structured sections with placeholder guidance text.
~20 pages
A comprehensive template for defining how your portfolio aligns with and delivers organizational strategy. Covers strategic goals, alignment matrix, governance, risk management, and performance KPIs.
Key Sections
~15 pages
Formally authorizes the portfolio and establishes its governance structure. Includes objectives, scope, budget, timeline, stakeholder register, and authorization sign-off.
Key Sections
~12 pages
Visualizes the sequencing and timing of all portfolio components across a multi-year planning horizon. Includes strategic themes, Gantt-style timeline, milestones, and dependency mapping.
Key Sections
~14 pages
The master inventory and status report for all portfolio components. Tracks financial performance, issues, risks, upcoming decisions, and change requests across the full portfolio.
Key Sections
~25 pages
Defines how the portfolio will be managed, monitored, and controlled throughout its lifecycle. The most comprehensive template — covers governance, performance, risk, financials, change control, and stakeholder engagement.
Key Sections
These templates are based on the PMI Portfolio Management Standard. Our PfMP® certification course teaches you exactly how to apply them in real-world portfolio environments.
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