A robust set of PMO templates designed to help you bring people with you through the change process no matter how small or large your change effort is. These resources work well for agile transformations, projects, programs, and PMOs delivering new services. These can also be used to help address organizational changes or other initiatives where it’s critical to properly support your team through a transition.
Description
A robust set of PMO templates designed to help you bring people with you through the change process no matter how small or large your change effort is. These resources work well for agile transformations, projects, programs, and PMOs delivering new services. These can also be used to help address organizational changes or other initiatives where it’s critical to properly support your team through a transition.

One Page Executive Dashboard - Portfolio Template
The One Page Executive Dashboard – Portfolio is the key that you must give executives the information – at the portfolio level – they need to make educated and informed decisions – tells them what they need to know to make educated and informed decisions and then…STOP!!  A PPT slide version is provided for presentations.

One Page Executive Dashboard Template - Single Project
The One Page Executive Dashboard is the key that you must give executives the information – at the individual project level – they need to make educated and informed decisions – tells them what they need to know to make educated and informed decisions and then…STOP!!  A PPT slide version is provided for presentations.

PMO Assessment Worksheet
The PMO Assessment Worksheet is used to assess the current state of your organization and/or PMO, towards determining whether a PMO is needed/needs improving or a change initiative.

PMO Proposal Template
The PMO Proposal is a succinct proposal to your organization to make the case for the PMO and how organizations that use the PMO improve their project management delivery.

PMO Business Case
The PMO Business Case is a document to help you make the case for the PMO in a way that tells the story of why and how you will make an IMPACT with the PMO.

PMO Business Plan
The PMO Business Plan is meant to replace the typical PMO Charter. By using a charter, we are telling the organization that the PMO is a temporary endeavor. Instead, we use a business plan that is comparable to what other business units in your organization will use and is meant for a sustainable business unit to show how it will generate real value and business IMPACT.

PMO Change Scorecard
The PMO Change Scorecard is designed to help you evaluate the IMPACT of the changes you are making with your PMO and prepare you to develop a thoughtful change management plan and stakeholder engagement plan.

PMO IMPACT Metrics
The PMO IMPACT Metrics template will help you think through, document, evaluate, and measure the appropriate metrics for your PMO to show business value and IMPACT.

PMO Risk Register
The PMO IMPACT Metrics template will help you think through, document, evaluate, and measure the appropriate metrics for your PMO to show business value and IMPACT.

PMO Maturity Model
The PMO Maturity Model template will help you document the capabilities and services you intend to deliver to help build PMO maturity.

PMO Services Register
The PMO Services Register will help you define, track and manage your services for the PMO that you intend to offer over time and how they are making an IMPACT.

PMO Talent Position Description
The PMO Talent Position Description template can be used to define the positions for your PMO using a standard format.

PMO Tool Evaluation
The PMO Tool Evaluation template will help you evaluate the pros and cons of various PMO tools you might want to use for your PMO and portfolio management.

PMO Resource and Capacity Planning Template
The PMO Resource and Capacity Planning template will help you plan for your resource needs for your PMO and projects.

Project Portfolio Dashboard and Report
The PMO Project Portfolio Dashboard and Report template allows you to track and evaluate project and portfolio metrics to give you a holistic picture of performance and status.