Field notes on running project portfolios. Written for PMO leads, portfolio managers, and the program teams who turn a list of projects into delivered outcomes.
A post implementation review is the structured look back at a project after it has gone live, checking whether the promised benefits actually arrived. This covers when to run a PIR, who belongs in the room, the questions to ask, and what goes in the report.
SteerCo is the common workplace abbreviation for steering committee. This covers what SteerCo stands for, what a SteerCo meeting and a SteerCo call actually are, who sits in the room, the decisions the group owns, and the spellings and variants you will run into.
A PMO job description defines what the role owns, decides, and reports on inside the project management office. This guide covers the duties and responsibilities to include, the requirements worth asking for, ready-to-adapt outlines for PMO analyst, manager, and director roles, and how a job description differs from a responsibilities matrix.
AI in the PMO works best on the reading and reconciling work: drafting status, spotting risk signals across projects, triaging intake, and testing capacity scenarios. Here are the use cases that pay off first, what agentic AI actually changes, the tool categories, the data you need in place, and a 90 day pilot that will not embarrass you.
PMO KPIs measure the office itself rather than the projects it oversees: forecast accuracy, decision throughput, intake service levels, governance adoption, and the benefits that can be traced back to what the PMO did. Here are the metrics worth tracking, how to calculate them, examples by PMO type, and how to baseline them in year one.
A resource management plan template you can rebuild from scratch: the four tabs it needs, the resource register and demand grid columns, the SUMIFS and conditional formatting that flag over-allocation, a worked six-person example, and when Word beats Excel.
What a portfolio status report should contain, how the one page executive version differs from the full pack, a worked example table, the right cadence, and why the decisions section is the only part that changes anything.
A PMO assessment measures how well a project management office actually works, across intake, prioritization, governance, resource management, reporting, and delivery support. Here are the six domains to score, the questions to ask, a scorecard you can rebuild in a spreadsheet, and how to run the whole thing in about three weeks.
A project prioritization template you can rebuild in a spreadsheet: the columns, the weighted scoring formulas for Excel and Google Sheets, a worked example ranking six projects, and the capacity line that turns a ranked list into an actual portfolio decision.
A resource histogram is a stacked bar chart that shows how much of a resource is scheduled to work in each period of a project, plotted against the capacity available. This guide explains what a resource histogram is, how it differs from a resource loading chart, how to build one step by step, and how to read it to catch over-allocation before it turns into slipped dates.
A resource breakdown structure (RBS) is a hierarchical list of every resource a project needs, organized by category and type. This guide explains what an RBS is, how it differs from a work breakdown structure, the resource types it contains, how to build one, and a worked example you can copy.
Program management coordinates related projects to deliver one benefit. Portfolio management decides which projects and programs get funded at all. Here is the difference in scope and purpose, the program manager vs portfolio manager roles, how programs nest inside a portfolio, and which one your organization needs.
One account for the handbook and the template pack. Enter your email and we send a 6-digit code to confirm it.
No card needed. One email when something worth reading ships, and you can leave with one click.