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 writing a decision-ready project charter, with nine drafting steps, common mistakes, a worked example and approval guidance.

ChecklistGovernance

Project charter checklist

A practical checklist for reviewing whether a project charter is clear enough to put to the authorised reviewer.

GuideFinance

Business case template guide

A practical guide to framing a decision, comparing realistic options and presenting a reviewable recommendation.

ChecklistGovernance

Project initiation checklist

A practical checklist for confirming the authority, evidence, ownership, boundaries and early controls needed for a project's next approved stage.

GuideStakeholder management

How to build a stakeholder register

Build a useful stakeholder register in 10 steps while handling stakeholder information responsibly.

ArticleGovernance

Project kick-off meeting agenda example

A practical agenda for starting an authorised project with clear roles, working arrangements, decisions and actions.

GuideGovernance

Project management plan guide

Build a project management plan that connects delivery controls, ownership, governance and change decisions.

ChecklistScope

Scope statement checklist

Check whether project scope is clear enough to support planning, acceptance and controlled change.

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.