PMO and Project Management Toolkit: Word and Excel templates to run projects and set up a PMO

FULL DESCRIPTION

Running projects, or asked to set up a project management office (PMO), and don't want to start from a blank page? The NexoDocs PMO and Project Management Toolkit gives you a small set of well-connected templates for both layers of the work: the portfolio (which projects to do and how they are going) and the project (how to run each one from start to finish).

PMO layer: a guide to set up a PMO in 90 days (PMO types, staged plan and indicators that show value), a methodology with phases, decision gates and minimum documents by project size (predictive, agile or hybrid), a governance model with committees and decision thresholds, an initiative intake form, a prioritization matrix with weighted scoring, a portfolio dashboard with RAG status and a self-checking RACI matrix.

Project layer: project charter, stakeholder register, project management plan, WBS and schedule with an automatic Gantt chart, risk, issue and change log, change control procedure with approval thresholds, one-page status report, meeting minutes and a closure report with lessons learned.

Every Word document has a cover with document control, a replaceable logo, a usage note explaining what to adapt, the decisions your organization must make and the common mistakes to avoid. The Excel tools calculate scores, rankings, RAG status, risk levels and who must approve each change; formulas are protected without a password and data is entered through drop-down lists. The completed examples show the toolkit used by a fictitious logistics company (Andina Logistics) on its warehouse system project.

WHAT'S INCLUDED

• 28 files: 15 Word documents (including 2 examples), 9 Excel tools (including 3 examples), 2 PDF guides and 2 text files.
• Set up a PMO in 90 days guide, methodology, governance model and initiative intake form.
• Prioritization matrix with adjustable weights and automatic ranking.
• Portfolio dashboard with schedule, cost and risk RAG status, and a summary for the committee.
• Schedule with a 26-week weekly Gantt chart, no macros.
• Risk log (probability × impact), issues and change requests.
• Project charter, plan, status report, meeting minutes and closure report with lessons learned.
• RACI matrix with automatic check (one A per activity) and glossary.

WHO IT IS FOR

Project managers, PMO leads, operations or IT managers who need to bring order to several projects at once, and consultants who help organizations set up project offices.

DELIVERY AND COMPATIBILITY

Instant download of a ZIP file (about 1 MB). No macros. Tested in Microsoft Word and Excel for Windows (Microsoft 365). License for one organization: use with your own staff and contractors; reselling or distributing to third parties is not allowed.

NOTICES

Written by NexoDocs: it does not reproduce the PMBOK® Guide or other standards. PMI, PMBOK and PMP are registered marks of Project Management Institute, Inc.; NexoDocs is not affiliated with or endorsed by PMI. The results of your projects depend on how they are run.

AI NOTICE: content produced with substantial AI assistance (Claude) and verified with automated tests in Microsoft Word and Excel.

Contact: hola@nexodocs.com · nexodocs.com