Resource library

Guide resources

Use these resources to understand the delivery problem before choosing the matching PMOEasy template or bundle.

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.

GuideFinance

Business case template guide

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

GuideStakeholder management

How to build a stakeholder register

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

GuideGovernance

Project management plan guide

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

GuideRisk

Risk register guide

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

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.

GuideChange

Transition planning guide

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

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.