Fundamentals for PMO Success – Checklist for PMO Setup

What are the Project Management Office’s (PMO) Fundamentals? What doesn’t, then? How can you get the support of Senior management while increasing PMO acceptance? What key elements will ensure PMO success, in the end? This article will help you if you’re seeking solutions to these problems.

Your PMO’s duties and resources will determine how effective it is and at what rate. Both must be specifically tailored to your business and the level of project management maturity.

The good news is that there are a number of critical success criteria you should be aware of and keep in mind despite all the discrepancies. These success elements are presented in the form of a checklist in this article. You have a bonus waiting for you at the conclusion of this article: a look at the results of the PMO Survey 2022. (Chapter PMO duties). Let’s start with the list of success elements now.

  1. Obtain the support of top management
  2. Select the Appropriate Position within the Organization
  3. Establish responsibilities and qualifications Clearly
  4. Select Only Qualified PMO Personnel
  5. Bring About Quick Successes
  6. Regular Document Progress
  7. Encourage openness within the company
  8. Make sure there is communication between all parties
  9. Obtain the Project Managers’ Trust
  10. Avoid beginning with too many responsibilities

1. Obtain the support of top management

A promoter is necessary for every PMO. Your PMO arrangement can only be goal-oriented with management support and supporting change management. The success of your partnership with senior management depends on three factors. They should:

  • Recognize the project completely.
  • Be persuaded of its advantages.
  • Promote the arrangement aggressively.

With this type of support, you’ll be able to endure difficult circumstances, even in dire ones.

PMO Goal and Benefit: Support from senior management makes setup easier.

2. Select the Appropriate Position within the Organization

How satisfied the stakeholders are in their capacity as clients will determine its success. This implies that you must include the stakeholders and their expectations from the beginning. You won’t be able to set the proper objectives until that time.

The role of the PMO within the company is determined by these objectives and the capabilities they call for. It must be a role that enables the PMO to carry out these objectives. What this means is that the PMO should be located near to the department head if it solely has operational responsibility. If it is charged with strategic duties, it ought to function as an executive department under senior management.

PMO Goal and Benefit: The proper placement inside the organizational structure gives the perspective the appropriate weight.

3. Establish responsibilities and qualifications Clearly

Stakeholders frequently give the PMO too many duties. So how can you arrive at a burden that is more reasonable? Create a specific, useful mandate after consulting with all relevant parties. The PMO operations are practical as a result. PMOs can’t and don’t try to satisfy everyone. They have quite a specific mission.

Aside from PMO objectives and duties, it’s critical to outline what is not covered by the PMO’s purview. Clarity is created, and the PMO’s and other organizational units’ competences are defined. But hold off on making hasty judgments about working with project managers. This does not indicate that the PMO will assume additional duties beyond those related to the help provided.

PMO Goal and Benefit: Goals and competences that are clearly specified eliminate misunderstandings.

4. Select Only Qualified PMO Personnel

The training and encouragement of the PMO team members are crucial. The PMO team, for example, needs to have a specific service attitude. However, PMO members must also be able to refuse requests. A senior worker ought to be hired to fill the post of PMO manager. This person ought to have years of project management expertise in addition to strong organizational abilities.

Additionally, you are urged to choose people with excellent social skills for the accountable jobs. They must be able to interact on an equal basis with senior project managers, team leaders, and other members of the organization.

PMO Goal and Benefit: Only those who are qualified for the position will be granted the required acceptance.

5. Bring About Quick Successes

The creation of a project management office is frequently a contentious political matter. You must thus report improvements. It will be advantageous if your PMO can generate rapid victories at a young level. The fact that someone is finally addressing problems that have gone unattended for so long will please stakeholders. Stakeholders will be understanding of the PMO. A comprehensive project list that also includes:

  • Up to date
  • Significant Priorities (ideally)
  • This would demonstrate to all interested parties what is being worked on.

PMO Goal and Benefit: Rapid, little accomplishments will foster acceptance and build confidence.

6. Regular Document Progress

You must examine current project management procedures in your firm carefully from the outset. You should also assess the instruments and techniques used for effectiveness and efficiency. The kind of organization (line / matrix) and the PM training or job field are important factors in this regard, among others. These enable you to ascertain the company’s project management’s initial maturity level. This maturity must be recorded. What you record will enable you to show how much you improved. It will give you crucial justifications to convince stakeholders during challenging circumstances.

PMO Goal and Benefit: By regularly showcasing your progress, you demonstrate the PMO’s added value.

7. Encourage openness within the company

The success of the new PMO is significantly influenced by the corporate culture. The PMO’s responsibility is to aggressively promote transparency in the project environment. Transparency is another factor that may be used to gauge a PMO’s performance. How much transparency is truly practiced by everyone in the organization? Promoting openness is widespread, but just for others.

You will have to battle for transparency, at least in part. You’ll discover that very few people are motivated to draw attention to flaws inside their own sphere of influence. You’re sure to run across resistance, particularly when it comes to resource management.

PMO Goal and Benefit:  Greater openness will reveal flaws.

8. Make sure there is communication between all parties

Enhancing the effectiveness of the company’s project management is one of the PMO’s primary duties. By properly planning for the regular meetings, you may accomplish this. Make it a point to notify the appropriate group in advance of any choices that must be taken.

After the meeting, you need to make sure that everyone has heard about the decisions you made. Everyone concerned has to be informed of the decision as quickly as feasible. along with how it will impact their employment. Additionally, one of the PMO’s most crucial responsibilities is to engage in clever self-promotion, or “do good and speak about it.

PMO Goal and Benefit: Effective communication leads to a shared understanding and an understandable strategy.

9. Obtain the Project Managers' Trust

The project managers will likely first harbor some skepticism toward the PMO. The latter worry about a new oversight organization. They believe the PMO will distract them with additional administrative work and detract them from practical project management.

Therefore, it is crucial that the PMO establishes confidence and presents itself as a supporter. Soon, one thing will become obvious. In fact, the PMO extends the amount of time stakeholders may devote to their operational tasks by administrative responsibilities can be improved or even taken up. The project managers now have a single point of contact for assistance with all tools, training, and PM-related issues.

PMO Goal and Benefit: The correct support will foster acceptance and trust in all concerned positions.

10. Avoid beginning with too many responsibilities

Last but not least, make sure the new PMO staff can reliably do their work. Therefore, avoid taking on too many tasks at once. Expectations of stakeholders will be simpler to meet, which will boost acceptance. The organization must simultaneously adapt to the changes. All PMO setup tasks should be accompanied by change management.

Take manageable, successful, goal-oriented baby steps in the correct direction. Avoid taking on too many tasks at once. In the end, only a PMO that is effective over time will result in the desired success.

PMO Goal and Benefit: Acceptance will be aided by steadily expanding obligations.

Studying the Best Performers

You should be aware of the significant findings from the PMO Survey 2022 while choosing your own strategy. TPG calculated the projected allocation of PMO tasks for 330 PMO-using organizations in the survey year. We next asked the participants to list the responsibility allocation they wanted to see in the future.

The respondents desire to put less effort into methods, procedures, and tools, as well as the implementation of projects, across all performance levels. The expansion of education, training, coaching, and strategic assistance are the areas that effective top performers prioritize most. Could this be a key indicator for your PMO priorities? Consider these insights when creating or improving your PMO.


You may get ready to set up your own PMO with the help of this checklist. By putting some of the aforementioned suggestions into practice, the checklist could also assist you in raising your degree of project management maturity in one or more areas. Baseline PMO has been developed using SaaS cloud based Architecture. The Software-as-a-service (SaaS) delivery model presents developers with a new landscape of technical, operational, and deployment considerations. Fully embracing the agility profile of SaaS often means re-thinking the fundamentals of how you approach your business. This is further complicated by the fact that there is no single strategy for implementing SaaS solutions. The unique needs of customers, markets, and businesses will dictate the flavor of SaaS that best fits your environment.