Simple guide that provides a guide to the core templates used by projects and project management offices (PMO's). Includes guide to how the information is consolidated and an example of how the information is communicated using a PMO Handbook.

1. Core Project V PMO Templates
Author: PM Majik
Copyright 2016. All rights reserved. www.pmmajik.com

2. Contents
1.0 Purpose of presentation
2.0 Purpose and definition of templates
3.0 Difference between PMO & Project templates
4.0 Core templates
5.0 Other important resources
6.0 Summary
7.0 Free PMO set-up guide
8.0 Resources and project / PMO template frameworks
Copyright 2016. All rights reserved. www.pmmajik.com

3. 1.0 Purpose of this presentation
The purpose of this presentation is to provide:
•Difference between project & PMO templates
•Core templates
•PMO handbook
•Summary & resources
Important
Before going into the differences it is important to understand the following principle:
There is no simple definition of if a template is for use by the PMO or by the project
teams. Every template should be used in a way that helps support the objectives of the
organisation.
So keep in mind that it is not possible for all templates to mark as either PMO or project,
many can be used by both. However, saying that, it is possible to identify who would be
the primary user in most cases.
Copyright 2016. All rights reserved. www.pmmajik.com

4. 2.0 Purpose & definition of templates
Purpose of Templates
To set some context, it is worth taking a moment to reflect on the purpose of templates.
The purpose is to standardise the approach to project delivery across the organisation.
The use of templates helps to ensure that all project data is captured in the same format
using the same criteria. This means that it is made much easier for the data to be
captured, formatted, reviewed, compared and reported in a way where there is common
understanding.
Simple Definition of Project Templates
These are the templates used by the project teams to manage the execution and
reporting of the project. Other teams will use the same templates but only for their own
project. There is no consolidation of data.
Simple Definition of PMO Templates
These are the templates used by the PMO to capture and consolidate the data from a
number of projects, programmes or work streams.
Copyright 2015. All rights reserved. www.pmmajik.com

5. 3.0 Difference between Project and PMO templates
Copyright 2016. All rights reserved. www.pmmajik.com

6. 4.0 Core templates
Copyright 2016. All rights reserved. www.pmmajik.com
• Planning and milestones
• Costs plan
• Benefit plan
• Resource plan
• Risk register
• Issue register
• Assumption register
• Dependency register
• Communication plan
• Procurement plan
• Document storage strategy
• Project report
• Change request template and register
• Consolidation templates
• Programme / management report
For more details on each area you can use the links in the 7 Steps to Set-up a PMO
guide.

7. 5.0 Other important resources
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Guides / Instructions
It is important that you provide guides, tutorials or instructions so that the users know how to
use the templates
PMO Handbook
It is a good idea to capture all of the guides into a single source such as a handbook. This
can be a downloadable document or online resource (intranet). It should contain:
• Process
• Tools
• Ownership
• Frequency
See https://www.pmmajik.com/pmo-tools-handbook/

8. 5.0 Example of handbook page
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9. 6.0 Summary
Copyright 2016. All rights reserved. www.pmmajik.com
What to remember
•Templates allow standardisation and should help improve delivery outcomes
•Project and PMO templates are similar – PMO focused on consolidation
•Core templates needed for all projects / PMO’s
•Ensure you give guidance on how to use the templates

10. 7.0 PMO resources
If you want more information, visit www.pmmajik.com where you will find lots of project
and PMO resources including the FREE guide, 7 Steps to Set-Up a PMO.
Visit http://www.pmmajik.com/set-pmo/
PM Majik Website
On the PM Majik website you will find over 150 articles that contain practical and
pragmatic tips and insights for designing, mobilising and managing a PMO. New
articles are added weekly. Topic requests are encouraged from the community.
Copyright 2015. All rights reserved. www.pmmajik.com

11. 8.0 Project & PMO Resources
Official PM Majik Resources
Click link below for details:
https://www.pmmajik.com/members/
Copyright 2015. All rights reserved. www.pmmajik.com
• Step by step guide to setting up a PMO
• Easy to understand action lists
• Examples and checklists
• 220+ easy to follow pages
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