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16 items found

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PMO Business Planning Template

PREMIUM deliverable
by Andy Jordan

This template is intended to help the PMO produce its annual business plan. Ultimately, your organization likely has its own template that you need to comply with, but this template is intended to help with the thought process and ensure that all of the key elements have been identified. It is inspired by the article PMO Business Planning.

PMO Development Project - Mandate

PREMIUM deliverable
by Mark Mullaly, Ph.D., PMP

Use this document to clarify and confirm the mandate for the development of a Project Management Office.

PMO Status Report

PREMIUM deliverable
by Dan Roman

The PMO Status Report is a weekly report in Excel format submitted to the PMO, portfolio or program manager. The purpose of this report is to provide a summary that will be aggregated at the program or portfolio level. This report focuses on financials, risks and issues that should be escalated at the program/portfolio level.

Portfolio Management Proposal

PREMIUM deliverable
by Bo Litwiler

The purpose of the Portfolio Management Proposal is to articulate an approach for effectively evaluating the impact of each project to the company’s portfolio(s). The process will support project governance, allowing the business to make informed decisions on which projects to execute to deliver the most value to the organization. Use this sample proposal as a starting point and adapt to fit your company and needs.

Portfolio View Template

PREMIUM deliverable
by Ishita Mitra

For efficient project governance, the PMO must ensure that the managers review all project parameters regularly. This template will help project/program/portfolio managers take a detailed look at all project constraints and variances. This will give a consolidated view and status of each project in a portfolio. This can also be leveraged and customized for weekly/monthly stakeholder reporting.

Preliminary Project Planning Guidelines

PREMIUM deliverable

These guidelines lists project managers’ responsibilities during the preliminary planning phase. Include any other responsibilities that suit your particular business environment and situation. Accuracy and detail create real value when using this document.

Program Management Office Charter

PREMIUM deliverable
by Mark Mullaly, Ph.D., PMP

This six-page PMO Charter template is perfect for a single-program PMO. Using the step-by-step instructions provided, it should take very little time to complete, offer a very clear vision for the PMO and define what will make it successful.

Project & Stakeholder Expectations Analysis Worksheets

PREMIUM deliverable
by Michael Wood

These worksheets help the PM identify, understand and quantify the expectations of each project stakeholder across an array of topics. It also lays out a structured approach for dealing with each expectation.

Project Concept

PREMIUM deliverable

Finding sponsors to back your project is an art. Make a compelling case for the project to gain sponsor support when you are pitching your business case to executive management. Here is an example of a brief, direct project concept designed to lure sponsors into your camp.

Project Financial Analysis Package

PREMIUM deliverable
by Sahan De Silva

This project financial analysis template includes four Excel sheets to help you make crucial project selection decisions based on return on investment (ROI), net present values (NPV), internal rate of return (IRR) and payback period.

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