An example of methodology for the PMO
A step-by-step example on how to setup a successful process based on tiered project category
1
Categorize projects to apply a specific methodology
CATEGORY 1
- Small Projects <$100K
- Agile Projects
- Ongoing Initiatives (ex. evergreening)
CATEGORY 2
- Medium Projects <$1M
CATEGORY 3
- Large Projects > $1M
2
Create Templates for each project category
Process
- Category 1: Single Gate. Minimal to no Supporting documents required
- Category 2: 3 Gates: Initiation, Planning and Execution.
- Category 3: 5 Gates: Initiation, Planning, Design, Execution, Closing.
Schedule
- Category 1: Minimal with just a few tasks
- Category 2: High level details with only major milestones
- Category 3: Detailed schedule following PMLC
Budget
- Category 1: Minimal with just the main tracking metrics
- Category 2: Detailed tacking budget
- Category 3: Detailed budget with Capex/Opex and Quarters splits
Communication
- Category 1: Weekly status post
- Category 2: Weekly Status post and email delivery
- Category 3: Weekly Status, Steering, quarterly briefs
3
Create Deliverables templates documents
- Charter
- BRD
- Justification
- Change Request
- Design
4
Define Process to follow
- For each Gate, add deliverables and attach their template where required
5
Create four Projects Templates
- Cat 1 - Agile
- Cat 1 - Traditional
- Cat 2
- Cat 3
For each project template
- Select the process to follow (via Gating)
- Select the Schedule template to use
- Select the Budget template to use
- Select the Communication template to use
6
Create a New Project
- Create New project (from Template)
- Select the Project Category
- Name the project
- Assign the PM to the newly created project
