InitiationSponsor approvalCharter
Get approval to start
Move from idea to sponsor-ready initiation with a business case, charter, stakeholders and kick-off evidence.
Template catalogue
Editable PMO templates for project delivery teams.
Browse editable PMOEasy templates across initiation, planning, execution, implementation, closure, governance, reporting, programme and portfolio work.
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Use these plain-English paths when you know what needs to happen but not which PMO artefact to choose.
PlanningControlsDelivery baseline
Plan delivery controls
Set scope, delivery approach, risk, communications, procurement, quality and resource controls before work accelerates.
RiskRAIDEscalation
Control risks, issues and dependencies
Separate risks from live issues, assign owners and make escalation evidence easier to review.
ReportingSteeringDecisions
Report status or prepare steering
Give sponsors the health, variance, decisions and escalation points they need without building every report from scratch.
StakeholdersChangeReadiness
Manage stakeholders and change
Turn stakeholder mapping, communications, change impacts and readiness activity into a coordinated delivery record.
UATTransitionGo-live
Prepare implementation, UAT and transition
Bring test planning, acceptance evidence, transition ownership and go-live support into one practical sequence.
ProgrammeDependenciesBenefits
Set up programme controls
Start with mandate, component projects, dependencies, benefits, governance cadence and reporting rhythm.
ClosureHandoverLessons
Close and capture lessons
Confirm acceptance, handover, residual actions, lessons and benefits follow-up before the team moves on.
InitiationGovernanceProject manager
Project Charter
Confirm project authority, scope, objectives, governance, stakeholders, risks and approval in one editable project charter.
InitiationFinanceSponsor
Business Case
Build a sponsor-ready business case with options, benefits, costs, risks, assumptions, financials and approval evidence.
InitiationStakeholder managementProject manager
Stakeholder Register
Track stakeholder groups, influence, interest, engagement needs, communication preferences and ownership.
InitiationGovernanceProject manager
Kick-off Meeting Agenda and Minutes
Run a structured kick-off, align roles and ways of working, and record early decisions and actions.
PlanningScopeProject manager
Scope Statement
Define inclusions, exclusions, deliverables, requirements, acceptance criteria, assumptions, constraints and change control.
PlanningGovernanceProject manager
Project Management Plan
Set the integrated delivery approach for scope, schedule, quality, risk, communications, procurement, transition and governance.
PlanningRiskProject manager
Risk Management Plan
Define risk roles, scoring, response strategies, review cadence, escalation and reporting expectations.
PlanningRiskProject manager
Risk Register
Capture, assess, treat, monitor and report risks using consistent probability, impact, response and ownership fields.
PlanningStakeholder managementProject manager
Communications Plan
Plan audiences, messages, channels, owners, cadence, governance reporting, change communications and escalation.
PlanningScopeProject manager
Work Breakdown Structure
Break scope into deliverable-oriented work packages using a practical WBS structure and completeness checks.
PlanningScopeProject manager
WBS Dictionary
Define work packages with descriptions, owners, acceptance criteria, assumptions, constraints, dependencies and control notes.
PlanningScheduleProject manager
Project Schedule
Plan activities, milestones, dependencies, owners, baselines, forecasts, actuals and status rules in an XLSX-first schedule.
PlanningResource managementProject manager
Resource Management Plan
Plan project roles, capacity, RACI, skills, onboarding, availability, constraints and release approach.
PlanningProcurementProject manager
Procurement Management Plan
Plan sourcing, evaluation, approvals, supplier governance, financial controls, procurement risks and closure.
PlanningQualityProject manager
Quality Management Plan
Define quality objectives, assurance, control, metrics, defects, non-conformance handling, roles, risks and approval.
ExecutionReportingProject manager
Project Status Report
Report RAG status, milestones, risks, issues, decisions, budget, schedule, escalations and next actions.
ExecutionRiskProject manager
Issue Log
Track issues, impacts, owners, priorities, actions, dates, escalation, decisions and closure status.
ExecutionGovernanceProject manager
Decision Log
Record decisions, options, rationale, decision authority, impacts, status and follow-up actions.
ExecutionChangeProject manager
Change Request Form
Assess scope, schedule, cost, risk, quality, benefit and approval impacts before changing the baseline.
ExecutionGovernanceProject manager
RAID Log
Manage risks, assumptions, issues and dependencies in one practical control register.
PlanningChangeChange manager
Change Management Plan
Plan impact, stakeholder readiness, communications, training, resistance management, adoption metrics and benefits support.
ImplementationQualityBusiness analyst
Test Plan
Define testing scope, approach, roles, environments, data, schedule, entry and exit criteria, defects and reporting.
ImplementationQualityBusiness owner
User Acceptance Test Report
Summarise UAT scope, participants, scenario results, defects, acceptance criteria, release recommendation and approvals.
ImplementationChangeProject manager
Transition Plan
Plan rollout, BAU ownership, operational readiness, training, communications, support, risks, go-live and hypercare.
ClosureGovernanceProject manager
Lessons Learned Report
Capture lessons, root causes, recommendations, ownership and improvement actions for future delivery.
ClosureGovernanceProject manager
Project Closeout Report
Close the project with deliverable acceptance, outcomes, performance, benefits status, open items, handover and approval.
ClosureGovernanceProject manager
Final Project Review
Review scope, schedule, cost, quality, governance, stakeholder outcomes, benefits readiness and residual actions.
ClosureBenefits realisationBenefits owner
Post Implementation Review
Assess post-launch benefits, adoption, operational performance, support readiness, defects, stakeholder feedback and actions.
InitiationBenefits realisationSponsor
Benefits Realisation Plan
Define benefits, owners, measures, baselines, targets, dependencies, reporting cadence, disbenefits and risks.
InitiationGovernanceSponsor
Governance Terms of Reference
Define forum purpose, scope, authority, membership, roles, decision rights, cadence, quorum, escalation and records.
ExecutionGovernancePMO lead
Steering Committee Pack
Prepare agenda, executive status, decisions required, escalations, risks, issues, financials, benefits, minutes and actions.
InitiationProgramme managementProgramme manager
Programme Brief
Define programme outcomes, benefits, scope, component projects, tranches, governance, dependencies, risks, funding and mobilisation.
ExecutionPortfolio managementPortfolio manager
Portfolio Summary Report
Summarise portfolio performance, priorities, investment, benefits, milestones, risks, dependencies, capacity and decisions.
ExecutionReportingPMO lead
PMO Reporting Pack
Standardise project, programme and portfolio reporting with dashboards, milestones, risks, issues, dependencies, decisions and data-quality checks.