PMO Development and Management Training Course

Duration 10 days 18 modules · 65 contact hours
Level Intermediate Certificate on completion
Who attends PMO Managers, Portfolio Managers and others
Fee from USD 2,200 KSh 190,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 16 Nov 2026 Course code SD-AP-036

Before you join: Participants should have practical exposure to projects, programmes, product delivery, operational change or portfolio reporting.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Organisations establish PMOs to improve investment decisions, delivery reliability and management visibility, yet many offices become reporting factories with unclear authority and limited value. The central challenge is to define a PMO that fits the organisation’s strategy, delivery methods, governance obligations and available capacity. This is particularly important where predictive projects, agile product teams, regulatory change programmes and operational initiatives compete for the same funding and specialist resources.

This course examines how to design, launch, run and improve a PMO that supports both agile and hybrid delivery. Participants assess PMO maturity, define the mandate, select an operating model, build a service catalogue and set governance decision rights. They establish demand intake, prioritisation, portfolio planning, capacity management, benefits tracking, risk controls and executive reporting. The course also addresses practical issues such as working with Scrum and Kanban teams, using stage gates proportionately, improving data quality, selecting fit-for-purpose tools and managing adoption of new PMO services.

Instruction combines short practitioner briefings with cases drawn from public programmes, financial services change portfolios, technology delivery and large operational transformations. Participants use course methods to build work relevant to their own organisation from the first week onward. They leave with a completed PMO design pack: a charter, target operating model, service catalogue, governance model, portfolio control set and implementation roadmap. The course suits professionals responsible for creating a new PMO, resetting an underperforming office or extending an existing PMO to support agile, hybrid and enterprise portfolio work.

What you will be able to do

  • Assess PMO maturity using evidence-based capability dimensions and a scored heat map
  • Design a PMO charter defining mandate, scope, authority, customers and success measures
  • Build a target PMO operating model with roles, services, governance and workflows
  • Create portfolio intake and prioritisation processes using weighted scoring and WSJF
  • Develop capacity plans linking demand, skills, availability and delivery commitments
  • Produce executive portfolio dashboards using decision-focused KPIs, thresholds and trend analysis
  • Establish benefits, risk and dependency controls for predictive, agile and hybrid initiatives
  • Present a phased PMO implementation roadmap with adoption measures and accountable owners

Benefits of attending

For you

  • Build a credible PMO charter and operating model for immediate workplace use
  • Make stronger portfolio recommendations using transparent prioritisation criteria
  • Work effectively with both agile teams and predictive project environments
  • Present concise executive reporting focused on decisions and exceptions
  • Lead PMO improvement initiatives with a phased implementation roadmap

For your organisation

  • Clearer decision rights for investment, prioritisation, escalation and assurance
  • Improved visibility of portfolio demand, capacity constraints and delivery dependencies
  • Reduced reporting waste through defined services, data ownership and standard measures
  • Better alignment between agile delivery practices and enterprise governance requirements
  • A practical roadmap for establishing or resetting PMO services

Course modules

18 modules over 10 days

Participants can define a PMO mandate that addresses specific organisational delivery and governance problems.

  • PMO mandate linked to strategy, investment governance and delivery constraints
  • Problem statement distinguishing control failures, capacity constraints and information gaps
  • Stakeholder mapping using power-interest grids and service expectations
  • PMO charter defining purpose, scope, authority, boundaries and success measures
  • Target operating assumptions documented before selecting processes or technology
  • Early artefacts: mandate canvas, stakeholder map and charter draft

Participants can assess current PMO capabilities and prioritise improvement needs using evidence.

  • PMO maturity dimensions covering governance, methods, data, people and technology
  • Baseline interviews structured around evidence rather than stakeholder opinion
  • Capability heat map scored with observable maturity criteria
  • Root-cause analysis separating process defects from behavioural resistance
  • Gap assessment prioritised by business impact, effort and delivery risk
  • Assessment report framing findings, recommendations and decision requirements

Participants can design a target operating model with clear roles, ownership and escalation paths.

  • Target operating model using process, people, governance and technology layers
  • Centralised, federated and hybrid PMO structures compared against organisational needs
  • Service ownership and RACI assignments for core PMO processes
  • PMO roles: director, portfolio manager, analyst, coach and administrator
  • Escalation paths matched to delegated authority and decision turnaround
  • Operating model assumptions tested against organisational culture and capacity

Participants can define and tier PMO services according to customer needs and organisational priorities.

  • PMO service catalogue grouped by portfolio, delivery, assurance and capability services
  • Service definitions specifying customers, triggers, outputs, service levels and owners
  • Demand analysis identifying mandatory controls and optional advisory services
  • Service tiering for enterprise, business-unit and project-level requirements
  • Value proposition statements tied to measurable client outcomes
  • Service catalogue draft aligned with the approved PMO mandate

Participants can establish governance forums, decision rights and proportionate control mechanisms.

  • Governance forums designed around decisions, not status reporting
  • Decision rights mapped through RAPID and delegated authority matrices
  • Stage-gate criteria calibrated for predictive, agile and hybrid initiatives
  • Terms of reference define membership, quorum, cadence and records
  • Exception management thresholds trigger escalation without unnecessary committee review
  • Governance calendar integrates portfolio, financial and delivery decisions

Participants can design PMO services that support agile delivery without creating unnecessary controls.

  • Agile values interpreted for portfolio oversight and PMO service design
  • Scrum accountabilities, events and artefacts relevant to PMO interactions
  • Kanban flow metrics: throughput, work in progress, cycle time
  • Product roadmaps distinguished from project schedules and release plans
  • Agile team autonomy balanced with enterprise assurance obligations
  • PMO anti-patterns that create queues, approvals and reporting waste

Participants can tailor PMO controls for predictive, agile and hybrid delivery approaches.

  • Lifecycle selection using uncertainty, compliance, dependency and funding criteria
  • Hybrid delivery model combining stage gates with iterative product increments
  • Tailoring approach documented through project initiation and delivery plans
  • Minimum viable governance controls for small, fast-moving initiatives
  • Release-based planning connected to milestones, budgets and approvals
  • Assurance reviews adapted to evidence from agile delivery teams

Participants can create a structured intake process that supports consistent initiative selection.

  • Standard intake form captures strategic case, outcomes, costs and dependencies
  • Demand triage separates ideas, change requests, programmes and operational work
  • Business case quality checks test assumptions, benefits and delivery feasibility
  • Weighted scoring models rank initiatives against agreed selection criteria
  • Kanban intake board visualises queues, decisions and work ageing
  • Intake workflow defines decision points, owners and response targets

Participants can prioritise a portfolio and communicate choices through a decision-ready roadmap.

  • Portfolio segmentation distinguishes run, grow, transform and mandatory investments
  • Strategic alignment scoring connects initiatives with objectives and key results
  • Prioritisation methods compare weighted scoring, WSJF and cost of delay
  • Portfolio balancing examines risk, time horizon, value type and capacity
  • Scenario analysis tests alternative funding and sequencing decisions
  • Portfolio roadmap communicates approved initiatives, milestones and decision dates

Participants can develop capacity plans that expose resource constraints before commitments fail.

  • Capacity model combines role demand, availability, utilisation and skills data
  • Resource demand estimated from product backlogs, plans and work packages
  • Skills matrix exposes bottlenecks, single points of failure and training needs
  • Resource allocation rules protect priority work from unplanned demand
  • Capacity scenarios compare hiring, contractors, reprioritisation and schedule changes
  • Workload dashboards flag over-allocation before delivery commitments fail

Participants can create reporting packs that support timely executive decisions and interventions.

  • Executive dashboard design starts with decisions, audiences and reporting cadence
  • Portfolio KPIs distinguish progress, flow, value, risk and forecast measures
  • RAG criteria anchored in thresholds rather than subjective status labels
  • Milestone trend analysis identifies schedule drift and approval delays
  • Agile metrics interpreted without using velocity as a productivity target
  • Reporting pack combines narrative, exceptions, actions and visual evidence

Participants can establish benefits controls that continue from approval through operational handover.

  • Benefits map links outputs, capabilities, outcomes and strategic objectives
  • Benefit profiles specify owners, baselines, measures and realisation dates
  • Financial and non-financial benefits separated from project deliverables
  • Benefits reviews continue beyond closure through operational handover
  • OKRs used to track outcome progress where suitable
  • Benefits register establishes evidence, assumptions and corrective actions

Participants can manage portfolio-level risk, dependencies and impediments through defined controls.

  • RAID log design links risks, assumptions, issues and dependencies
  • Dependency mapping reveals critical interfaces across projects, products and suppliers
  • Risk appetite translated into escalation thresholds and contingency actions
  • Quantitative risk analysis applied selectively to major portfolio exposures
  • Cross-team impediment management uses ownership, due dates and escalation paths
  • Assurance findings converted into actions tracked to verified closure

Participants can define data ownership, reporting controls and appropriate automation opportunities.

  • PMO data model defines identifiers, fields, ownership and refresh cycles
  • Single-source reporting controls reconcile financial, schedule and delivery data
  • Tool selection assesses workflow fit, integration, adoption and data quality
  • Jira and Microsoft Project data limitations identified before dashboard automation
  • Data governance assigns stewardship, validation rules and access permissions
  • Automation candidates selected from repetitive, stable and high-volume reporting tasks

Participants can plan stakeholder engagement and adoption activities for new PMO services.

  • Stakeholder engagement plan segments sponsors, executives, teams and functional leaders
  • Change impact assessment identifies affected processes, roles, data and behaviours
  • Communication messages explain service changes, governance expectations and local impacts
  • Resistance diagnostics distinguish legitimate concerns from sponsorship and capability gaps
  • PMO onboarding materials establish request routes, standards and support channels
  • Adoption measures track service use, compliance, satisfaction and outcomes

Participants can measure PMO service performance and prioritise evidence-based improvements.

  • PMO performance scorecard measures service quality, adoption, efficiency and value
  • Service-level measures define response times, completion criteria and exceptions
  • Customer feedback loops combine surveys, interviews and service review meetings
  • Continuous improvement backlog prioritises defects, requests and capability investments
  • Quarterly maturity reassessment tests progress against the original baseline
  • PMO sunset, reset and scale decisions use evidence-based review criteria

Participants can create a phased plan for launching or resetting PMO services.

  • Implementation roadmap sequences mandate, services, governance, tools and people
  • 90-day plan identifies actions, accountable owners, dependencies and milestones
  • Pilot selection balances visibility, feasibility, learning value and stakeholder support
  • Transition plan protects live projects while new controls are introduced
  • Change readiness checkpoints confirm sponsorship, communications, training and resource availability
  • Roadmap measures define adoption, service quality and business value targets

Participants can build, review and present a complete PMO design proposal for a realistic organisational portfolio challenge.

  • Capstone brief integrates a realistic organisational portfolio and delivery problem
  • PMO charter states mandate, scope, customers, authority and success measures
  • Target operating model specifies services, roles, governance and workflow interfaces
  • Portfolio controls combine intake, prioritisation, capacity, reporting and benefits management
  • Implementation roadmap sets phases, owners, milestones, risks and adoption measures
  • Peer review tests coherence, feasibility, evidence and executive presentation quality

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. PMO charter template
  2. PMO maturity assessment heat map
  3. Target PMO operating model
  4. PMO service catalogue template
  5. Portfolio governance and reporting pack
  6. Phased PMO implementation roadmap

Who should attend

  • PMO Managers — responsible for establishing, improving or scaling PMO services
  • Portfolio Managers — need stronger investment selection, capacity and reporting controls
  • Programme Managers — coordinate complex change requiring cross-project governance and dependencies
  • Transformation Directors — require a practical model for governing strategic change portfolios
  • Project Management Office Analysts — build portfolio data, reports, standards and service processes
  • Agile Transformation Leads — align enterprise governance with agile team autonomy

Skills and tools covered

PMO operating designPortfolio prioritisationAgile governanceCapacity planningExecutive reportingBenefits realisation

Tools and standards

PMBOK Guide, The Scrum Guide, Kanban Method, RAPID decision framework

How the course runs

Training methodology

The course uses short briefings to introduce PMO methods, followed by case analysis, facilitated group work, simulations and individual application planning. Participants examine realistic portfolio decisions, governance failures, competing resource demands and reporting problems. They progressively create PMO artefacts during the course, receiving structured peer and instructor review. Cases include regulated change portfolios, digital product delivery, public programmes and multi-business-unit investment portfolios. The final capstone brings the course methods together in an executive-ready PMO design proposal.

Requirements and prerequisites

Participants should have practical exposure to projects, programmes, product delivery, operational change or portfolio reporting. They should understand basic project concepts such as scope, schedule, budget, risks, stakeholders and governance. Experience working with agile teams, steering committees, business cases or PMO reporting is useful but not essential. No formal project management certification is required. Participants do not need prior experience designing a PMO, using specialist portfolio-management software or applying Scrum, Kanban, WSJF or PMBOK guidance.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

Participants should understand basic project or change delivery concepts and have some workplace exposure to projects, programmes, products or operational improvement. Prior PMO experience and formal certification are not required.

Participants should bring examples of their current PMO challenges, portfolio reports, governance arrangements or delivery concerns where organisational policy permits. A laptop is useful for developing templates and plans during the course.

The course is designed for PMO managers, portfolio managers, programme managers, transformation leaders and PMO analysts. It also suits agile transformation leads who need to connect team delivery methods with enterprise decision-making.

Project management training focuses on managing individual projects, while Scrum training focuses on team-level product delivery. This course focuses on the office, governance and portfolio controls that support many initiatives, including agile and hybrid work.

Participants can use the charter, maturity assessment, service catalogue and implementation roadmap to structure a PMO improvement proposal. The methods also apply directly to reporting redesign, intake processes, portfolio prioritisation and capacity planning.

Each day runs from 08:30 to 16:30 and provides about 6.5 contact hours. The first week establishes the PMO mandate, operating model and core controls, while the second week develops portfolio management, adoption, improvement and the capstone proposal.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.