Thank you for your interest in the IMPACT Inner Circle! We’d love to have you join us! Click here to check it out!
Thank you for your interest in the PMO Strategies IMPACT Inner Circle.
When I was in your shoes, I could never find one resource to help me address all of my Project/Program Management, Portfolio Management, and PMO needs from training, to coaching, to staffing, to rescue work, to latest trends and techniques, to a network of my peers dealing with the same challenges, and so much more.
My passion is helping others.
I believe very strongly that our industry is filled with IMPACT Makers that are uniquely qualified to drive change, not just locally, but globally. Project Managers have the power to change the world for the better. I started a nonprofit called Project Management for Change to help share the message of the value of Project Management in changing the world for the better and have served on various boards for nonprofit and for-profit organizations who share my mission to serve the community in high-IMPACT ways.
But, that’s not enough. I also want to help those of you that are in the same position I was in as a PM, PMO leader and Change leader for 17 years for companies of all sizes and across industries before starting PMO Strategies 6 years ago. I truly wish I had me when I was you, so that I would have someone to call when I was trying to figure out the best path to success in a world that can feel incredibly lonely and exhausting, without the right resources and support!
My mission now is to give you the tools and resources that I have found hold the keys to drive ever-higher IMPACT in your organization and increasing your value to the business you support.
Let’s go make an IMPACT! Join us now!
Warmly,
Here are my favorite templates to use to help you Get. It. Done. I’m adding new resources here regularly, so please keep coming back or let me know what you want to see here. By accessing these templates, you agree to abide by the terms in the License Agreement.
Project Management Office (PMO)
Note: There are many more resources like this inside the IMPACT Engine PMO Training Program.
One Page Executive Dashboard - Portfolio Template
One Page Executive Dashboard Template - Single Project
PMO Assessment Worksheet
PMO Proposal Template
PMO Business Case
PMO Business Plan
PMO Change Scorecard
PMO IMPACT Metrics
PMO Risk Register
PMO Maturity Model
PMO Services Register
PMO Talent Position Description
PMO Tool Evaluation
PMO Resource and Capacity Planning Template
Project Portfolio Dashboard and Report
Core Best Practices
Communications
Change Communication Plan
Change Management Plan Template
One Page Executive Dashboard - Portfolio Template
One Page Executive Dashboard Template - Single Project
Stakeholder Engagement
Change Stakeholder Engagement Plan
Sponsor Expectation Checklist
The Sponsor Expectations Checklist Template is a one page review for the active and involved sponsor in terms of:
- Participation in key elements of the change initiative
- Supporting change with peers and other managers
- Communications
Sponsor To Do Checklist
The Sponsor To Do Checklist Template is a one page review checklist for the project manager and active and involved sponsor in terms of:
- Change Team – Acquire resources for change team
- Managers – Build management support
- Employees and Other Stakeholders – Create awareness
Project Startup
Kick-Off Meeting Agenda Template
New Project Intake Worksheet
Operations-Project Checklist
Project Feasibility Study Template
Requirements
Business Requirements Template
Functional Requirements - Requirements Mapping Template
Scope Statement Template
Test Case Template
Use Case Template
Plan & Deliver
1 on 1 Meeting Agenda Template
Agenda - Action Item Meeting Template
Budget Planning Worksheet
Staffing Plan Template
Work Breakdown Structure (WBS) Schedule Planning Worksheet
Closure & Value Realization
Benefits Realization Report Template
Project Closure Checklist
Project Management Evaluation - Change Lessons Learned Template
Transition Planning Checklist
Organizational Change Management
Change Assessment Worksheet
Change Communication Plan
Change Definition Worksheet
This one page worksheet will aid in the definition of the organizational change. Use the Change Definition Worksheet to define the who, what, where, when, why and how of the change initiative.
Change Management Plan Template
Change Readiness Checklist
The Change Readiness Checklist Template a one-page readiness review for the change initiative in terms of:
- Sponsorship
- Project Management
- Change Management Status
Change Resistance Checklist
Change Resistance Worksheet
Change Stakeholder Engagement Plan
Coaching Plan
Culture Assessment Worksheet
Organizational Assessment Worksheet
Project Closure Checklist
Project Management Evaluation - Change Lessons Learned Template
RACI Matrix Template
Self Assessment Worksheet
Sponsor Expectations Checklist
The Sponsor Expectations Checklist Template is a one page review for the active and involved sponsor in terms of:
- Participation in key elements of the change initiative
- Supporting change with peers and other managers
- Communications
Sponsor To Do Checklist
The Sponsor To Do Checklist Template is a one page review checklist for the project manager and active and involved sponsor in terms of:
- Change Team – Acquire resources for change team
- Managers – Build management support
- Employees and Other Stakeholders – Create awareness