PMO bundle

PMO implementation bundle

A rollout-oriented package that groups the master roadmap, module build guides, visual mockup briefs, and starter templates by the 30/60/90-day PMO implementation path.

Start here

Use the roadmap first, then pull the phase assets as you build.

The bundle is organized around implementation order: intake and charter foundation, lifecycle control, then executive reporting and communications. Each phase includes the guides, briefs, and starter files that match the work in that window.

Download master roadmap Open solution architecture Open data dictionary

Phase 1Days 1-30

Create one visible source of truth for demand and approved work before building heavier governance.

Intake and triage Charter and approval

Module guides

Intake and triage build guideDownloadable implementation guide with data model, screen blueprint, formulas, flows, and rollout checklist.Charter and approval build guideDownloadable implementation guide for charter drafting, sponsor approval, revision loops, and reporting.

Mockup briefs

Intake portal mockup briefShow how a simple intake form and triage queue can replace scattered email demand.Charter approval mockup briefTurn approved demand into a scoped charter with sponsor signoff and revision history.

Starter files

Intake requests CSVStarter columns for demand intake, scoring, ownership, and triage decisions.Project charters CSVStarter charter fields for scope, sponsors, success measures, approvals, and assumptions.

Phase 2Days 31-60

Add lifecycle control so approved work moves through standard gates with evidence, exceptions, and decisions.

Stage gates and lifecycle control Change, risk, and issue control

Module guides

Stage gates build guideDownloadable implementation guide for lifecycle stages, gate evidence, approvals, and exception tracking.Change, risk, and issue build guideDownloadable implementation guide for RAID, change approvals, escalations, and decision control.

Mockup briefs

Gate review mockup briefShow stage readiness, required evidence, exceptions, and approval decisions in one view.RAID and change control mockup briefBring risks, issues, actions, decisions, and change requests into an operational control center.

Starter files

Stage gates CSVStarter criteria and review fields for stage movement and gate decisions.RAID and change control CSVStarter fields for risks, issues, actions, decisions, and change requests.

Phase 3Days 61-90

Turn operational PMO records into executive reporting, stakeholder communications, and a repeatable governance cadence.

Communications and Power BI reporting

Module guides

Communications and reporting build guideDownloadable implementation guide for status capture, stakeholder communications, and Power BI reporting.

Mockup briefs

Executive dashboard mockup briefConvert PMO records into portfolio health, exceptions, decisions needed, and benefits visibility.

Starter files

Status reporting CSVStarter fields for weekly project health, milestones, benefits, and decision requests.

Complete inventory

Everything in the bundle.

Roadmap, architecture, and data

PMO 30/60/90 master roadmapDownloadable rollout guide connecting intake, charters, gates, RAID, change control, reporting, cadence, owners, and exit criteria.PMO solution architecture briefTechnical planning artifact for the PMO app, data, automation, reporting, collaboration, security, and release architecture.PMO data dictionaryConsolidated PMO tables, fields, relationships, indexes, statuses, measures, and solution components.

Module guides

Intake and triage build guideDownloadable implementation guide with data model, screen blueprint, formulas, flows, and rollout checklist.Charter and approval build guideDownloadable implementation guide for charter drafting, sponsor approval, revision loops, and reporting.Stage gates build guideDownloadable implementation guide for lifecycle stages, gate evidence, approvals, and exception tracking.Change, risk, and issue build guideDownloadable implementation guide for RAID, change approvals, escalations, and decision control.Communications and reporting build guideDownloadable implementation guide for status capture, stakeholder communications, and Power BI reporting.

Mockup briefs

Intake portal mockup briefMini build spec for intake portal mockup covering persona, layout, fields, metrics, queue examples, actions, and build notes.Charter approval mockup briefMini build spec for charter approval mockup covering persona, layout, fields, metrics, queue examples, actions, and build notes.Gate review mockup briefMini build spec for gate review mockup covering persona, layout, fields, metrics, queue examples, actions, and build notes.RAID and change control mockup briefMini build spec for raid and change control mockup covering persona, layout, fields, metrics, queue examples, actions, and build notes.Executive dashboard mockup briefMini build spec for executive dashboard mockup covering persona, layout, fields, metrics, queue examples, actions, and build notes.

Templates

Intake requests CSVStarter columns for demand intake, scoring, ownership, and triage decisions.Project charters CSVStarter charter fields for scope, sponsors, success measures, approvals, and assumptions.Stage gates CSVStarter criteria and review fields for stage movement and gate decisions.RAID and change control CSVStarter fields for risks, issues, actions, decisions, and change requests.Status reporting CSVStarter fields for weekly project health, milestones, benefits, and decision requests.PMO build roadmapA plain-language build order for rolling out the PMO system one tool at a time.