Reporting and portfolio bundle

PMOEasy Reporting, Programme and Portfolio Pack

Use this pack to run decision-oriented steering meetings, maintain PMO reporting data and create executive portfolio summaries.

Included templates

4 review-ready artefacts for practical delivery control.

TemplateFormatUse it to
Steering Committee PackPPTX + DOCX guideRun decision-oriented steering meetings with agenda, status, decisions, minutes and actions.
PMO Reporting PackPPTX + XLSX + DOCX guideMaintain PMO dashboards and executive reporting for project health, RAID, benefits and decisions.
Programme BriefDOCXDefine programme context, outcomes, benefits, component projects, tranches and mobilisation.
Portfolio Summary ReportPPTX + XLSXSummarise portfolio health, investment, benefits, capacity, risks and decisions.

Steering Committee Pack

PPTX + DOCX guide

Run decision-oriented steering meetings with agenda, status, decisions, minutes and actions.

PMO Reporting Pack

PPTX + XLSX + DOCX guide

Maintain PMO dashboards and executive reporting for project health, RAID, benefits and decisions.

Programme Brief

DOCX

Define programme context, outcomes, benefits, component projects, tranches and mobilisation.

Portfolio Summary Report

PPTX + XLSX

Summarise portfolio health, investment, benefits, capacity, risks and decisions.

Value and fit

Invest in the process when the project is worth protecting.

Use PMOEasy materials when the cost of unclear approval, duplicated reporting or missed escalation is higher than adapting a practical template.

Business reason

Teams lose time and consistency when related delivery artefacts are assembled from disconnected old files.

Proportional use

Use the full bundle when the project needs a coordinated pack, or start with the artefacts that match the current governance moment.

What supports the value

Includes 4 coordinated template artefacts that can be adapted to local project controls.

How it works

A clear sequence to success.

Use the Programme Brief where coordinated programme mandate and tranche logic are needed.

Maintain PMO reporting data in the workbook before each reporting cycle.

Circulate PMO and portfolio decks for executive visibility.

Use the Steering Committee Pack to run governance meetings and record decisions.

Best for

Built for practical governance.

PMOs building a repeatable reporting and governance cadence.

Portfolio managers consolidating initiative health, investment, benefits and decisions.

Programme managers establishing mandate, tranches and mobilisation logic.

Steering committees that need concise decision-ready materials.

Before you buy

Built to industry standards to get your projects moving faster.

The templates follow familiar project, programme, PMO governance and change-management best practice. This provides teams a recognisable structure informed by standards such as PMI, PMBOK, ISO, Axelos, Prosci or typical government standards.

Choose the right pack

Review the bundle contents and choose the pack that best matches your current project stage, governance need or delivery workflow.

Personalised Downloads

Purchases are governed by the PMOEasy template licence and personalised for company or personal-use.

Support for practical use

Contact PMOEasy for bundle fit, download access and sensible use of the templates in project or client delivery work.

Pitch The Boss

Create an internal approval request.

Generate a manager-ready email and value points for PMOEasy Reporting, Programme and Portfolio Pack. Adapt the copy to your internal process before sending.

Currency
PMOEasy Reporting, Programme and Portfolio Pack approval snapshot

A$249 incl. GST. Use this request to explain the editable files, clearer review evidence and proportionate governance value expected from the purchase.

Email draft

Email draft

Hi [Manager name],
I'd like approval to purchase PMOEasy Reporting, Programme and Portfolio Pack from PMOEasy for our project delivery work.
Why this is useful:
- It give sponsors and pmo leaders a consistent view of delivery health, decisions, risks and dependencies.
- It includes 4 templates.
- The templates are in our usual formats like: PPTX and DOCX.
- It should reduce blank-page effort and support more consistent governance, approval evidence and delivery communication.
- It is aimed at roles such as PMO Lead, Sponsor and Portfolio Manager.
How I would use it:
- I would adapt the editable files to our internal standards.
- I would use the structure to prepare the relevant project artefact or bundle pack.
- I would keep the completed material in our normal project records and approval process.
Cost: $249 AUD incl. GST.
Please let me know if you're comfortable for me to proceed.
Thanks,
[Your name]
Value snippets

Value snippets

Business justification
  • Gives the team a structured starting point for project template bundle work instead of beginning from a blank page.
  • Supports more consistent governance, approval evidence and delivery communication.
  • Can be adapted for our internal standards while keeping the core artefact structure clear.
  • Also fits with related PMOEasy bundles: Execution Bundle, Closure Bundle and Full PMO Toolkit.
Why now

Using this before the next planning or governance cycle should help us prepare the artefact faster and make the approval path clearer.

Cost-benefit

A$249 incl. GST. The benefit is practical time saving, cleaner review evidence and a more consistent delivery artefact, without relying on a custom build or unsupported ROI assumptions.

Open email draft

This is a starting point for internal approval. Review and adapt it before sharing.