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12 templates

PMO Governance Templates

Templates for running a mature PMO — portfolio reporting, capacity planning, benefits tracking, and governance reviews.

PPT
PowerPoint Excel

Portfolio Dashboard

A single-page view of all active projects — RAG status, budget, milestones, and key risks for leadership.

XLS
Excel

Capacity & Resource Plan

Track resource demand against availability across all projects to spot conflicts early.

DOC
Word

Governance Framework

Define your PMO's operating model — decision rights, escalation paths, and governance board structure.

XLS
Excel Word

Benefits Realisation Plan

Link project outputs to business outcomes and track benefit delivery post-implementation.

DOC
Word Excel

Project Health Check

A structured review template to assess project performance against time, cost, quality, and risk.

DOC
Word

PIR — Post-Implementation Review

Evaluate whether the project delivered its intended benefits and capture lessons for future governance.

DOC
Word Excel

PMO Maturity Assessment

Score your PMO against five maturity dimensions and generate a roadmap for improvement.

XLS
Excel

Escalation Register

Track issues escalated to governance, decisions made, and outcomes — essential for board reporting.

PPT
PowerPoint

Portfolio Status Report

Monthly or quarterly portfolio summary for senior leadership — progress, risks, financials, and decisions needed.

XLS
Excel

Resource Demand Forecast

Project resource needs 3–6 months ahead to inform hiring, contracting, and prioritisation decisions.

DOC
Word

Programme Brief

Define a programme's vision, scope, and expected outcomes before full business case development.

XLS
Excel

Benefits Tracker

Monitor benefits realisation on a rolling basis with baseline, target, and actuals for each benefit.

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