A complete PMO toolkit for assessing governance, portfolio health and delivery confidence
The Beyond the PMO Toolkit gives PMO leads, portfolio managers and delivery leaders ten practical assessments to diagnose how well their governance and delivery arrangements really work, and what to improve first. Each tool is supplied as an editable Excel workbook tab and as a Word template, so you can run assessments on your own, facilitate them in a workshop or present them in a governance paper.
The ten PMO templates
PMO Purpose Assessment: test whether your PMO has a clear purpose that its customers recognise.
Governance Effectiveness Review: find out whether governance enables timely decisions, using a real decision trace.
PMO Maturity Assessment: rate ten PMO capabilities across five maturity levels and identify the largest gaps.
Executive Delivery Confidence Assessment: test whether reported status is supported by evidence.
Portfolio Health Check: reveal shared constraints, concentrations of risk and the decisions they require.
Project Health Check: produce a rapid, graded view of a single project’s health.
Risk, Issue and Dependency Review: review exposure across all three registers together.
Governance Forum Assessment: decide whether a board or forum should continue, be redesigned, merge or stop.
PMO Operating Model Checklist: confirm that a new or redesigned PMO covers the 30 essential elements.
PMO Improvement Roadmap: turn your findings into a prioritised, owned and measurable improvement plan.
What makes it practical
The Excel workbook calculates scores and results automatically and brings every tool together on one summary dashboard with charts. Colour-coded dropdowns and clear rating definitions keep assessments consistent, whoever completes them. A fully completed example workbook shows what good entries look like. The Word templates include guidance on when to use each tool, who to involve and how to complete it, with dropdowns and date pickers built in.
What you receive
PMO Toolkit workbook (Excel, also works in Google Sheets)
A completed example workbook
Ten editable Word templates
Instant download as a single zip file
Who it is for
PMO leads and analysts, portfolio and programme managers, governance and assurance professionals, transformation leaders and consultants who need a structured, evidence-based way to assess and improve delivery capability.
Based on the book Beyond the PMO
The toolkit accompanies Beyond the PMO: How Governance, Portfolio Intelligence and Delivery Assurance Improve Organisational Performance by Essan Wray, but it is fully usable on its own. Readers who want the reasoning behind each tool will find it explained in the book.
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