Practical Standards Playbook

One rulebook for every project, so "how we do things here" is written down.

When every project manager does things their own way, reporting is inconsistent, audits are painful and new starters take months to find their feet.

The PMO Policies and Standards Handbook gives you a complete, ready-to-tailor set of project policies and standards, from document control to closure, so every project follows the same clear rules.

Who it's for

•    PMO leads formalising standards for the first time

•    Organisations preparing for an internal or external audit

•    New PMOs that need a credible policy set quickly

•    Consultants who write governance for clients

What it does for you

•    Governance and lifecycle. Governance structure, project classification, lifecycle and stage gates, with diagrams.

•    Core policies. Initiation, change control, financials, RAID, quality, resources, procurement, stakeholders, benefits and closure.

•    Reporting standards. Clear RAG definitions so a red means the same thing on every project.

•    Documentation and tooling. Document control, naming and tooling standards.

•    Compliance and assurance. How adherence is checked and what happens when it isn't.

•    Templates register and glossary. Every standard template listed in one place, plus shared definitions.

•    Easy to tailor. [Bracketed] placeholders throughout, and wording for supportive, controlling or directive PMOs.

What's included

•    PMO policies and standards handbook (Word, .docx)

•    Presentation deck (PowerPoint, .pptx)

•    Companion workbook (Excel, .xlsx)

Instant download after purchase.

Replace tribal knowledge with a professional standard. Download the handbook, tailor it in a day, and publish it to your project community.

Compatibility

•     Works in Microsoft Excel 2016 or later / Microsoft 365 on Windows and Mac

•     Word and PowerPoint files open in Microsoft Office 2016 or later / Microsoft 365

•     Not designed for Google Sheets or Apple Numbers: protected formulas and some features may not work there

Licence

One purchase licenses one named user / one organisation to use and adapt the files for internal use. Consultants may use the files to deliver work for their clients / with one client per licence. You may not resell, share or redistribute the files, in original or modified form.

Refunds

Because these are instant digital downloads, all sales are final / refunds are available within 14 days if a file is faulty and we can't fix it. If anything doesn't work as described, contact us through the Contact page and we'll help.

Frequently asked questions

Can I edit the files? Yes. Excel formulas are protected so they can't break by accident; you fill in the white input cells. Word and PowerPoint files are fully editable, so you can add your own logo and terminology.

Will it work in my currency? Yes. All templates are currency-neutral and work anywhere in the world.

Do I get updates? Yes, free updates to this version are sent to your download link / Updates are released as new versions.

How do I get my files? You get a download link by email straight after purchase.

Can I see it before I buy? Yes. Download the free preview from the link above to see what's inside.