Practical Delivery Playbook

One way of delivering projects, from first idea to benefits.

Without a shared methodology, every project manager reinvents the lifecycle, sponsors don't know what to expect at each stage, and Agile and traditional teams talk past each other.

The PMO Methodology Guide gives your organisation one practical, tailorable delivery method: six lifecycle phases, five gates and twelve management processes. It scales to each project's size and works for traditional, Agile and hybrid delivery.

Who it's for

•    PMOs defining or refreshing their delivery methodology

•    Organisations moving to hybrid delivery

•    Project managers who want a clear, shared standard

•    Consultants who need a credible methodology to adapt for clients

What it does for you

•    Six lifecycle phases. Concept, Initiate, Plan, Execute, Transition and Benefits Review, each with activities, deliverables, entry and exit criteria, and common pitfalls.

•    Five gates. G0 to G4, so sponsors know exactly when and how decisions are made.

•    The right approach for each project. An approach selector for traditional, Agile or hybrid delivery.

•    Agile inside the same lifecycle. Agile and hybrid teams use the same phases and gates, so governance stays consistent.

•    Twelve management processes. From scope to lessons learned, scaled by project tier so small projects stay light.

•    Roles and templates. Roles and RACI, a map of the templates used at each phase, phase checklists, risk scales and a glossary.

What's included

•    PMO methodology guide (Word, .docx)

•    Presentation deck with editable diagrams (PowerPoint, .pptx)

Instant download after purchase.

Give every project the same clear path from idea to benefits. Download the guide and publish your methodology this month.

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.