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Writer's pictureRobert Edwards

So You Want To Stand-Up a PMO?


Steps to follow to get your Project Management Office up-and-running


The best approach for standing up a new Project Management Office (PMO) involves careful planning, collaboration, and alignment with organizational goals. Here are some key steps to consider:

  1. Define PMO Objectives and Scope

    1. Clearly define the objectives and scope of the PMO

    2. Understand the specific needs and challenges of the organization that the PMO will address

    3. Determine the services and functions the PMO will provide, such as project governance, methodology development, resource management, and reporting

  2. Stakeholder Identification and Analysis

    1. Identify all stakeholders who will be affected by or have an interest in the project.

      1. This includes internal and external stakeholders, such as team members, customers, suppliers, and regulatory bodies

      2. Analyze their needs, expectations, and influence on the project

  3. Project Charter and Governance

    1. Develop a project charter, which is a formal document that authorizes the project and outlines its high-level details

    2. It typically includes the project's purpose, objectives, scope, stakeholders, budget, timeline, and the Project Manager's authority

  4. Gain Executive Support

    1. Secure executive sponsorship and support for the PMO

    2. Engage key stakeholders early on to ensure their buy-in and involvement throughout the process

    3. The support of top leadership is critical for the success and credibility of the PMO

  5. Assemble a Competent Team

    1. Form a team of skilled professionals who will lead the PMO and support its functions

    2. Look for individuals with project management expertise, organizational change management skills, and the ability to influence and collaborate with stakeholders

  6. Select Appropriate Methodology

    1. Choose a project management methodology that aligns with the organization's needs and culture

    2. Whether it's Agile, Waterfall, or a hybrid approach, ensure that the chosen methodology supports the organization's goals and project types

  7. Assess Organizational Maturity

    1. Conduct an assessment of the organization's project management maturity. Identify strengths, weaknesses, and areas for improvement

    2. Tailor the PMO's services to address specific needs and help raise the overall project management maturity level

  8. Prioritize and Phased Implementation

    1. Prioritize the PMO's initiatives and services based on their potential impact and feasibility

    2. Implement the PMO in phases, starting with foundational elements and gradually expanding its scope and offerings

  9. Communicate and Manage Change

    1. Communicate the purpose and benefits of the PMO to all stakeholders

    2. Manage change effectively by addressing potential resistance and providing training and support to those affected by the PMO's implementation

  10. Establish Metrics and Reporting

    1. Define key performance indicators (KPIs) and metrics to measure the PMO's effectiveness and the success of projects. Implement regular reporting mechanisms to provide visibility into project performance and the value delivered by the PMO

  11. Continuously Improve

    1. Emphasize a culture of continuous improvement within the PMO and the organization

    2. Regularly assess the PMO's performance, collect feedback from stakeholders, and adapt its services to evolving needs and challenges

  12. Promote Collaboration and Knowledge Sharing

    1. Foster collaboration among project teams and promote knowledge sharing within the organization

    2. Create a supportive environment where best practices and lessons learned are shared and integrated into future projects

  13. Celebrate Success and Milestones

    1. Celebrate achievements and milestones as the PMO becomes fully operational

    2. Recognize the contributions of the PMO team and project stakeholders in driving project success and organizational improvement

By following these steps, organizations can establish a PMO that adds significant value, enhances project delivery, and contributes to the achievement of strategic objectives


LET THE PROJECT FUN BEGIN!

  1. Create a Project Team:

    1. Assemble a project team with the necessary skills and expertise to execute the project successfully

    2. Assign roles and responsibilities to team members and establish communication channels

  2. Project Planning:

    1. Develop a comprehensive project plan that includes the following elements:

      1. Work Breakdown Structure (WBS):

    2. Break the project down into smaller, manageable tasks and subtasks

      1. Schedule:

    3. Create a project timeline with start and end dates for each task, defining dependencies and milestones

    4. Resource Allocation:

    5. Allocate resources (human, financial, and materials) to tasks and ensure they are available as needed

    6. Risk Management Plan:

    7. Identify potential risks, assess their impact and likelihood, and develop mitigation and contingency plans

    8. Quality Plan:

    9. Define quality standards and procedures to ensure the project's deliverables meet the required standards

    10. Communication Plan:

    11. Establish a plan for regular communication with stakeholders, outlining what information will be shared, how, and when

    12. Conflict Resolution Plan:

    13. Establish a plan that the team agrees on to follow, should conflict arise on the team

    14. Budget and Cost Estimation:

      1. Working with the appropriate team members (i.e. Stakeholders, Business Analyst, Project team, etc.), determine the project's budget and estimate the costs associated with each task and activity

      2. Monitor and control project costs throughout the project lifecycle

  3. Procurement and Vendor Selection (if applicable):

    1. Identify any external goods or services that need to be procured for the project.

    2. Create procurement documents, issue requests for proposals (RFPs), evaluate vendor proposals, and select appropriate vendors

  4. Risk Assessment and Mitigation:

    1. Continuously monitor and assess project risks. Implement mitigation and contingency plans as needed to minimize the impact of potential issues on the project's success

  5. Kick-off Meeting:

    1. Hold a project kick-off meeting with the project team and key stakeholders to communicate the project's objectives, scope, roles, responsibilities, and expectations

    2. Ensure everyone is aligned and has a clear understanding of their role in the project

  6. Execution and Monitoring:

    1. Begin executing the project according to the project plan

      1. Monitor progress

      2. Track key performance indicators

      3. Ensure that the project stays on track in terms of scope, schedule, and budget

      4. Address any issues or changes promptly

  7. Monitoring Key Performance Indicators (KPIs)

    1. Essential for measuring the success and progress of a project

    2. KPIs project managers and stakeholders assess whether the project is on track and whether it's achieving its objectives

  8. Here are some typical KPIs that a project should leverage:

    1. The below KPIs help project managers and stakeholders assess whether the project is on track and whether it's achieving its objectives

      1. Project Schedule Performance:

      1. Schedule Variance (SV): 

        1. Measures the difference between the planned schedule and the actual schedule

        2. A positive SV indicates the project is ahead of schedule, while a negative SV suggests it's behind schedule

      2. Schedule Performance Index (SPI): 

        1. Compares the earned value (work completed) to the planned value (work scheduled)

        2. An SPI greater than 1 means the project is ahead of schedule

          1. Cost Performance:

      3. Cost Variance (CV): 

        1. Compares the actual cost of the project to the budgeted cost

        2. A positive CV indicates the project is under budget, while a negative CV suggests it's over budget

          1. Cost Performance Index (CPI): 

    • Compares the earned value to the actual cost

    • A CPI greater than 1 means the project is under budget

      1. Quality Metrics:

      1. Defect Rate: 

    • Measures the number of defects or errors found in project deliverables.

    • Lower defect rates indicate better quality

      1. Customer Satisfaction: 

    • Surveys or feedback from customers or end-users can gauge their satisfaction with the project's deliverables

  9. Scope Management:

    1. Scope Creep: 

    • Tracks changes in project scope that occur after the project has started

    • KPIs related to scope changes can include the number of change requests, their impact on the project, and their approval status

  10. Resource Utilization:

    1. Measures how effectively and efficiently resources are being used on the project

    • This could include tracking the utilization rate of team members or the allocation of equipment and materials

  11. Risk Management:

    1. Risk Register Updates: 

    • Tracks the identification, assessment, and mitigation of project risks

    • KPIs can include the number of identified risks, their severity, and the status of risk response plans

  12. Stakeholder Engagement:

    1. Stakeholder Satisfaction: 

    • Measures the satisfaction levels of project stakeholders, including team members, customers, sponsors, and other relevant parties

    1. Communication Effectiveness: 

    • Evaluates the effectiveness of communication channels and the timeliness of information dissemination

  13. Resource Availability and Allocation:

    1. Resource Availability: 

    • Monitors the availability of critical resources, ensuring that there are no resource bottlenecks or shortages

      1. Resource Allocation: 

    • Measures how effectively resources are allocated to tasks and whether there is overallocation or under-allocation

  14. Milestone Completion:

    1. Milestone Achievement: 

    • Tracks the completion of key project milestones to ensure that the project is progressing according to the plan

  15. Customer or End-User Metrics:

    1. User Adoption Rate: 

    • For IT or software projects, this KPI measures how quickly and extensively end-users adopt and utilize the new system or product

  16. Procurement and Vendor Performance:

    1. Vendor Performance Metrics: 

    • Evaluates the performance of vendors and suppliers, including their adherence to contracts, delivery timelines, and quality of goods or services provided

  17. Change Management Metrics:

    1. Change Request Volume: 

    • Tracks the number and type of change requests submitted and their impact on the project

  18. Project Closure Metrics:

    1. Project Closure Checklist Completion: 

    • Ensures that all project closure activities and documentation are completed in a timely manner

  19. Stakeholder Communication:

    1. Maintain regular communication with stakeholders, providing status updates, addressing concerns, and managing expectations

    2. Adjust the communication plan as necessary

  20. Change Management:

    1. Implement a change management process to handle any requested changes to the project scope, schedule, or objectives

    2. Evaluate these changes against their impact on the project's success and make informed decisions

  21. Quality Assurance:

    1. Ensure that the project deliverables meet the defined quality standards

    2. Conduct quality reviews, testing, and inspections as required

  22. Project Closure:

    1. Once all project objectives have been met, initiate the project closure process, which includes:

      1. Obtaining formal acceptance from stakeholders

      2. Documenting lessons learned for future projects

      3. Completing all project documentation and administrative tasks

      4. Handing over project deliverables to the appropriate stakeholders

      5. Archiving project records and conducting a final project review

  23. Post-Implementation Review:

    1. After the project is closed:

      1. Conduct a post-implementation review to assess the project's overall success, including whether it achieved its objectives and what could be improved for future projects

  24. Celebrate and Acknowledge:

    1. Recognize and acknowledge the efforts and contributions of the project team and stakeholders who contributed to the project's success.

Remember that effective Project Management requires adaptability and the ability to handle unexpected challenges that may arise during the project's lifecycle.


Regularly review and update the project plan and ensure that the project remains aligned with the organization's goals and objectives.

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