6 items found

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 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.

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 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.