What Is a PMO template?
A project management office template is a predesigned, customizable document that project managers can use to create and standardize project processes, reporting, communication, and other efforts related to project and portfolio management.
The Modern Project and Portfolio Management Handbook
A modern approach to project and portfolio management can help equip you and your teams to tackle projects and programs at scale.
This handbook will help you:
Identify pain points in your current processes
Learn from examples of businesses using modern PPM strategies
Implement your own updated PPM strategy
PMO Framework Template
Download PMO Framework Template
Microsoft Excel
| Smartsheet
This PMO framework template comes with pre-filled activities that you can customize to fit your needs. It also serves as an action plan from which to build out your PMO framework. Add activities for each main component of the framework, as well as a description and owner for each activity, and then track progress to ensure that you complete all aspects of your PMO framework.
PMO Maturity Assessment and Action Plan Template
Download PMO Maturity Assessment and Action Plan Template
Microsoft Excel
| Smartsheet
Use this template as a tool to identify, track, and improve performance and maturity in various areas of your PMO. This template organizes services into categories (Enterprise, Departmental, and Program/Project), so you can enter a current and target score for each service within the respective category. There is also space to include an action plan to improve a service’s score, as well as to assign ownership and a due date for accountability. Ultimately, this template will help ensure that your maturity action plan stays on track.
PMO Standard Operating Procedure (SOP) Template
Download PMO SOP Template — Microsoft Word
Use this PMO standard operating procedure template to develop and implement detailed instructions for your project management office. This template prompts you to establish and document policies and procedures to help program and project managers carry out efficient, consistent processes. This SOP template provides space to outline responsibilities and expectations of the PMO, meeting formats, support levels, capacity planning, communication management, training and development procedures, and more.
PMO Strategy Roadmap Template
Download PMO Strategy Roadmap Template
Microsoft Excel
|
Microsoft PowerPoint
| Smartsheet
Use this customizable template to gain visibility into the short- and long-term goals of your PMO strategy roadmap. This template includes pre-filled sample tasks, milestones, and goals for each phase of your roadmap over a six-month period, but you can modify it to include any set of activities to implement over any stretch of time. This strategic roadmap provides a high-level view of future initiatives and will help you connect the dots from planning and implementation to evaluation and closeout.
PMO Project Portfolio Status Report Template
Download PMO Project Portfolio Status Report Template
Microsoft PowerPoint
| Smartsheet
This PMO project status report template enables you to track and report on progress across multiple projects within a program. The template uses color-coded symbols to provide an at-a-glance view into budget status, resources, risks, delays, and project schedule health. There is also space to list project owners and note brief status updates. In addition, this template allows you to report on key project milestones and critical roadblocks to minimize risks, costs, and delays while keeping stakeholders informed.
PMO Charter Document Template
Download PMO Charter Document Template
Microsoft Word
|
Adobe PDF
This PMO charter document provides details regarding the development, purpose, and functionality of the PMO. Use this template to outline the mission, vision, scope, objectives, service offerings, reporting standards, stakeholder information, key metrics, and other essential details related to the PMO. This template also includes a customizable diagram to illustrate the PMO governance structure, as well as space for approval signatures.
PMO Communication Plan Matrix Template
Download PMO Communication Plan Matrix Template
Microsoft Excel
|
Microsoft Word
| Google Docs | Google Sheets
Use this PMO communication plan template to define, organize, and deliver key information that you need to share with stakeholders. Use this template to list the various communication channels you will work with (according to who owns the delivery), and then specify the communication medium, delivery method, purpose, frequency, and recipient. This communication plan template will help ensure that you deliver critical information to stakeholders in a timely manner throughout the duration of a project.
PMO Dashboard Template
Download PMO Dashboard Template — Microsoft Excel
This PMO dashboard provides program and portfolio managers with a high-level view of the status of multiple projects, from planning to completion. This template provides key project details, including the project name, project lead, priority, and any pending action items. This template also comes with pre-built formulas that track the actual versus planned budget, along with a visual timeline of projects in flight, which enables stakeholders to monitor the health of each project and the program as a whole.
To effectively move from project intake and approval to execution and portfolio tracking, check out this set of PMO portfolio templates.
PMO Process Standardization Template
Download PMO Process Standardization Template — Microsoft Excel
This customizable template prompts you to list and audit the core PMO processes for each phase of a project within a program or portfolio. Doing so will enable you to quickly identify inconsistencies among processes. The template’s conditional formatting provides a colorful visualization of the status of each project’s process standardization, so you can develop an action plan to increase standardization and team efficiency.
PMO Documentation Tracker Template
Download PMO Documentation Tracker Template
Microsoft Excel
| Smartsheet
Use this PMO documentation tracker template to compile all necessary documentation for a single project (or projects within a program) in order to keep all the most up-to-date documentation in one convenient location. This template includes pre-filled examples of typical project documentation organized by category, with space to add various document and category types, according to your needs. There is also room to add a document description, as well as note a location or link, version number, owner, status, and the most recent update.
PMO Budget Template
Download PMO Budget Template — Microsoft Excel
Use this PMO budget template to gain a detailed look into multiple projects in your portfolio, including the status of each project and the planned versus actual budget. This template provides a breakdown of each project, which lends a clear view of labor, materials, and other fixed and variable costs at the subtask, task, and project levels. This PMO budget template also provides a bar chart that displays planned and actual costs across projects.
PMO KPI Dashboard Template
Download PMO KPI Dashboard Template — Microsoft Excel
Use this PMO KPI dashboard template to gain valuable insights into performance across projects in your portfolio, including delivery timelines and resource allocation, financials, active risks, open issues, and pending actions. This template comes ready to use with built-in formulas and colorful charts, which provide clear visibility and enable you to easily report on portfolio performance.
PMO Scorecard Template
Download PMO Scorecard Template
Microsoft Excel
| Smartsheet
Use this PMO scorecard template to rate and analyze various aspects of each project in a portfolio. The template includes space to note status, priority, budgeted versus actual costs, ownership, a quality index rating, and other KPIs that fit the needs of your project management office.
PMO Meeting Agenda Template
Download PMO Meeting Agenda Template
Microsoft Word
| Smartsheet
Use this customizable template to create and organize the agenda for your next meeting. This template organizes the agenda by project and includes space to detail the agenda item, important notes, the presenters, and those responsible for carrying out a specific action. There is also space to include notable achievements at the project or portfolio level, along with the meeting date, time, location, and facilitator.
PMO Resource Planning Template
Download PMO Resource Planning Template
Microsoft Excel
| Smartsheet
You can use this customizable PMO resource planning template to assign and manage staffing, expenses, and other resources allocated to each project within a portfolio. This template includes a color-coded visual timeline for each project, breaks down resource types needed during each phase of a given project, and includes a high-level view of total staffing and expenses projected across the portfolio.
For more downloadable templates, and to learn about what to cover in a resource plan, check out our free resource planning templates.
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