Issue Date
Project Portfolio Management SOP
Purpose
<A brief description of the purpose of the SOP, it should describe why the SOP is required (e.g. compliance with internal procedures and guidelines). Any regulations or procedures referred to in “Purpose” section should be identified in the References section. The source should be given in the Reference section rather than quoting the source.>
Introduction
<A general introduction to the procedure, with a rationale statement.>
Approved By
Scope
<Provide a brief paragraph that tells what this writing includes and what it does not include.>
| Input (Product/Service): | Output (Product/Service): |
| From (Supplier): | To (Customer): |
Activity Preface
<Two to three sentences describing activities done prior to the procedure—where this process fits in the overall work flow.>
<Outline information required before proceeding with the listed procedure; for example, worksheets, documents, reports, input data, authorizations, etc. Limit predecessor activities to immediate process inputs.>
<This introduction paragraph should describe the action or item that triggers the process, and/or list any criteria that must be met by the process.>
Process Flow
<Insert process flow here. The process flow should map clearly to the process steps below. A swim lane chart is a common way to integrate functions/roles and process steps.>
Process Steps
- Title of This Step
Supplier(s): Name of supplier(s).
Input: Describe the input provided by the supplier.
Output: Describe the output of the action in the step.
Customer(s): Name of customer(s).
Describe what occurs during this step, using a one- to two-sentence paragraph.
1.1 Title of This Substep
Supplier(s): Name of supplier(s).
Input: Describe the input provided by the supplier.
Output: Describe the output of the action in the substep.
Customer(s): Name of customer(s).
Describe what occurs during this substep, using a one- to two-sentence paragraph.
1.2 Title of This Substep
Supplier(s): Name of supplier(s).
Input: Describe the input provided by the supplier.
Output: Describe the output of the action in the substep.
Customer(s): Name of customer(s).
Describe what occurs during this substep, using a one- to two-sentence paragraph.
1.3 Title of This Substep
Supplier(s): Name of supplier(s).
Input: Describe the input provided by the supplier.
Output: Describe the output of the action in the substep.
Customer(s): Name of customer(s).
Describe what occurs during this substep, using a one- to two-sentence paragraph.
- Title of This Step
Role(s): Name of roles(s).
Input: This line is optional – delete entire line if not needed.
Output: This line is optional – delete entire line if not needed.
Describe what occurs during this step, using a one- to two-sentence paragraph.
2.1 Title of This Substep
Supplier(s): Name of supplier(s).
Input: Describe the input provided by the supplier.
Output: Describe the output of the action in the substep.
Customer(s): Name of customer(s).
Describe what occurs during this substep, using a one- to two-sentence paragraph.
Definitions & Acronyms
<Define any terms, acronyms, or abbreviations used in the procedure.>
| DEFINITIONS | |
| <Term> | <Definition of term> |
| ACRONYMS | |
| <Acronym> | <Definition of acronym> |
References/Forms/Templates to be Used
<Where references/forms/templates are referenced in the Specific Procedure, the template title and document control number should be listed under this section.>
| Document Control ID | Document Name | Document Location |
| <<hyperlink to SharePoint>> | ||
Appendix: Sample Flow Chart – Process: Creating a SOP
