Guides, checklists and articles

Practical PMO resources for better project documentation.

Use plain-English guides, checklists and articles to understand the delivery problem, shape the artefact and choose the template or bundle that fits your workflow.

GuideGovernance

How to write a project charter

A practical guide to turning a project idea into a clear charter with authority, scope, governance and approval.

ChecklistGovernance

Project charter checklist

Check that your charter covers purpose, scope, authority, stakeholders, risks, milestones and approval evidence.

GuideFinance

Business case template guide

Plan the evidence, options, costs, benefits and recommendation that sponsors need before approving a project.

ChecklistGovernance

Project initiation checklist

A launch checklist for moving from idea to governed initiation with a sponsor-ready document set.

GuideStakeholder management

How to build a stakeholder register

Set up a stakeholder register that helps project managers plan engagement, communications and change activity.

ArticleGovernance

Project kick-off meeting agenda example

Shape a kick-off meeting that confirms scope, roles, ways of working, governance, decisions and actions.

GuideGovernance

Project management plan guide

Understand the core sections of a practical project management plan and how they connect to delivery controls.

ChecklistScope

Scope statement checklist

Check that scope is clear enough to support planning, change control and acceptance.

GuideRisk

Risk register guide

Create a useful risk register with clear causes, impacts, owners, treatments, dates and escalation rules.

ArticleGovernance

RAID log versus risk register

Understand when to use a RAID log, when to use a risk register and how the two can work together.

GuideGovernance

Steering committee pack guide

Prepare a steering pack that separates information from decisions and gives sponsors a clear executive view.

GuideReporting

Project status report guide

Report project progress with RAG status, milestones, risks, issues, decisions, budget and next actions.

GuideChange

Change request process guide

Run a change request process that assesses scope, schedule, cost, risk, quality and benefits impacts.

ChecklistRisk

Issue log checklist

Check whether your issue log gives enough ownership, impact, priority, escalation and closure evidence.

ChecklistQuality

UAT planning checklist

Prepare UAT with clear scope, scenarios, participants, defects, acceptance criteria and sign-off expectations.

GuideChange

Transition planning guide

Plan handover, cutover, BAU ownership, training, communications, support and hypercare.

ChecklistGovernance

Project closure checklist

Close a project with acceptance, handover, residual actions, lessons, financial closure and benefits review.

GuideGovernance

Lessons learned workshop guide

Run a useful lessons workshop that turns project experience into practical improvement actions.

GuideBenefits realisation

Benefits realisation planning guide

Define benefits, owners, measures, baselines, targets, dependencies and review cadence before delivery drifts.

GuideReporting

PMO reporting pack guide

Standardise PMO reporting with consistent project, programme, portfolio, risk, issue and decision views.