PMO Starter Kit: Program Execution Check-List (Template)

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Phase Step/Task Name

1.1 Develop a concise statement of purpose and goals
1.2 Define PMO scope and target IT organization maturity
1.2.1 - Define scope: Project, Program, Portfolio
1.2.2 - Assess current and target maturity (CMMI)
1.3 Identify core services needed to achieve goal
1.3.1 - Evaulate service portfolio options
- Map offering to scope/maturity matrix
1.4 Define core services metrics
1. Plan 1.5 Define business processes (how services will be managed and delivered)
1.5.1 - Define business process, focus/scope
1.5.2 - Identify service delivery mechanism
1.6 Define governance, stakeholders and PMO team structure
1.6.1 - Identify governance/reporting relationship(s)
1.6.2 - List key stakeholers and sponsors (e.g. BU customers)
1.6.3 - Create team structure/org chart
1.7 Create timeline and identify key milestones
1.8 Publish and communicate charter (roll-up of above)

2.1 Define key roles and job descriptions

2.2 Gather project inventory and analyze
2.2.1 - Collect project information data
2.2.2 - Analyze data and form conclusions
2.3 Define key methodologies and standards
2.3.1 - Identify what methodologies and standard/tools are needed
2. Implement
2.3.2 - Define specifics of standards as needed (thresholds, levels, etc.)
2.4 Build skills assessment and development plan
2.4.1 - Create and implement a skills assessment plan
2.4.2 - Analyze skill/competency gaps
2.4.3 - Formulate and implement skills/competency remediation plan
2.5 Build a PPM system plan

3.1 Conduct first project and/or program review

3.2 Establish a project monitoring and management model
3.2.1 - Establish process for monitoring/detecting issues, change, etc.
3.2.2 - Establish process for qualifying and quantifying project issues
3. Manage 3.2.3 - Establish process for communication/escalation
3.2.4 - Establish process for resolution/mitigation of issues, etc.
3.3 Work with governance
3.4 Re-validate with senior leadership
3.5 Review status of PMO maturity
* What is our overall resource utilization?
ist (Template)
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Issues/Risks
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