The document outlines the process and key elements of developing a strategic plan for a Project Management Office (PMO). It discusses holding a strategic planning session to define the PMO's business, goals, vision, and key performance indicators. The plan also establishes the PMO's strategic priorities and core values to guide its work in project delivery, training, and customer relationships into the future.

1. Project Management Office Transformation & Strategic Planning – SAMPLE PRESENTATION
By Janice R. Maxwell
https://www.linkedin.com/in/janicemaxwell
Please note- more details on implementing your PMO Strategy are available by contacting Janice R. Maxwell
Project Management Office

2. Strategic Plan Definition – The “roadmap” leading
your PMO into the future . . .
• Strategic Planning Session
• Attended by …
• Strategize on how the PMO will …
• Goals - touch on the current state and how we
have evolved and will continue to evolve ….
• PMO used team ideas to …
• Defined our business
• Focused on our most critical key performance
indicators
• Established our “big picture” vision,
strategic direction, goals and objectives
• Outlined the actions needed to accomplish
long-term growth, build our core capabilities
and address structural and cultural challenges
• Determined what we need to deliver
successful projects
Process Outcome
For More information contact Janice R. Maxwell
https://www.linkedin.com/in/janicemaxwell

3. mission
vision
values
performance
innovation
education
community
discovery
talent
customer

4. missionnoun mis·sion ˈmi-shən
an enduring statement of core
purpose; “who we are and what we
do;” broadly describes an
organization’s “reason for being;”
core purpose should last at least 100
years.
The mission of the PMO is to
drive projects and training
programs….
The Project Management
Office provides cross-
functional Project
Management expertise,
Customer Relationship
Management and Strategic
Project support. By providing
expertise, training and
consultation services …
For More information contact Janice R. Maxwell
https://www.linkedin.com/in/janicemaxwell

5. visionnoun vi·sion ˈvi-zhən
a long-term position or place to be
achieved; serve as a focal point of effort
and act as a catalyst for team spirit The PMO provides recognized
leaders in project management
expertise.
The result: a PMO that delivers
sustainable, effective and efficient
business practices where our
customers benefit from established
tools and processes in cooperation
with senior leadership.
For More information contact Janice R. Maxwell
https://www.linkedin.com/in/janicemaxwell

6. core valuesnoun core val·ue ˈkȯr ˈval-(ˌ)yü
Fundamental beliefs or guiding principles
of an organization
Our Core Values
In all of our relationships, we will
demonstrate unwavering commitment to
our core values.
• Respect - We treat others as we expect
to be treated
• Innovation - We anticipate change and
shape it to fit our purpose
• Service - We make every effort to
satisfy and delight our customers
• Excellence - We demand more of
ourselves than our customers do
For More information contact Janice R. Maxwell
https://www.linkedin.com/in/janicemaxwell

7. Strategic Priorities
Comprised of seven strategic priorities or areas of focus for the success and
sustainability of the Project Management Office
Talent
Retain industry
leading
innovative …
Discovery
Through a
culture of
continuous
discovery, …
Community
Extend our
reach to …
Education
Champion a …
Innovation
Offer a wide
range of …
Performance
Create
sustainable …
Customer
Be the champions
of our customers;
the clients,
stakeholders …
For More information contact Janice R. Maxwell
https://www.linkedin.com/in/janicemaxwell

8. EXPAND
OPTIMIZE
CREATE
UNDERSTAND
STRENGTHEN
INTEGRATE
goalnoun ˈgōl
The end toward
which effort is
directed
For More information contact Janice R. Maxwell
https://www.linkedin.com/in/janicemaxwell

9. For More Information on PMO Strategic
Planning
Contact:
Janice R. Maxwell
https://www.linkedin.com/in/janicemaxwell