PMO · Project and portfolio management

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

Name: PMO and Project Management Toolkit: templates to run projects and set up a PMO
Brand: NexoDocs
Price: 39.00 USD
Availability: InStock

A small set of well-connected templates: a guide to set up a PMO in 90 days, initiative prioritization, a portfolio dashboard with RAG status and the full project life cycle. Word and Excel, no macros.

Buy the toolkit · US$39

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13 Word documents
6 Excel tools
5 completed examples
26-week Gantt

Instant download
Free sample to try first
Editable Word and Excel, no macros
Support: hola@nexodocs.com

Cover of the NexoDocs PMO and Project Management Toolkit

What's included

Set up a PMO in 90 days

PMO types, a staged plan (days 1-30, 31-60 and 61-90), indicators that show value and mistakes to avoid.

Methodology and governance

Phases and decision gates, minimum documents by project size (predictive, agile or hybrid), committees, decision thresholds and escalation.

Initiative intake and prioritization

Short business case form and a matrix with adjustable weights, weighted score and automatic ranking.

Portfolio dashboard

Schedule, cost and risk RAG status with fixed criteria, overall status and a summary by phase for the committee.

Project life cycle

Charter, stakeholders, plan, WBS and Gantt schedule, risks, issues and changes, status report, minutes and closure with lessons learned.

RACI matrix and examples

A RACI that checks there is one A per activity, a glossary and completed examples from a fictitious logistics company.

Initiative prioritization matrix and portfolio dashboard

Independent product, not affiliated with PMI. Produced with substantial AI assistance (Claude) and tested in Microsoft Word and Excel for Windows. License for one organization.

Frequently asked questions

Does it include PMBOK® content?

No. Everything is written by NexoDocs. PMI, PMBOK and PMP are registered marks of Project Management Institute, Inc.; NexoDocs is not affiliated with PMI.

Does it work for agile projects?

Yes. The methodology explains what changes in an agile or hybrid approach (backlog, delivery per iteration, changes within the backlog) and which documents to keep.

Do I need project management software?

No. The tools run in Excel, with no macros. If you already use software, the toolkit gives you the governance, prioritization and reporting formats.

Buy the toolkit · US$39

Learn before you decide

How to set up a PMO in 90 days: a step-by-step plan

A 90-day plan to create or relaunch a small PMO: which type to choose, what to do each month, which documents to require, KPIs that show value and common mistakes.

Read the guide →