PMO Guide
PMO Guide
PM KPIs
PM KPIs
Simple KPI´s Introduction.pdfReports and Templates
Reports and Templates
Go to General - Reports
Weekly report
Weekly report
The weekly report is the document in which the project manager shares the status of the project as well as any possible member transitions during the week. The goal is to document the billable resources in comparison to the assigned resources in order to maintain overall cost control over the project. This report includes information about the general cost status, current profit behavior, and whether the project has an active request to the operations department.
Project Finance Report
Project Finance Report
The Project Finance Report is the document in which the project manager shares all of the tracking costs for the project, as well as the margin associated with the account, can be construction of here. This information will be useful in developing action plans for the project’s expected profit and cost balance.
PM Dashboard
PM Dashboard
Google Data Studio tool is used to generate the project manager report. To connect the project's information, make a copy of the example report and follow the tutorials shown in the learnings section.
Deployments process
Deployments process
The deployment process organizes the documentation for deployment to UAT and production environments in order to ensure versioning, change control, and testing of the software prior to delivery to the customer.
Biweekly Customer Report
Biweekly Customer Report
Biweekly - Customer Report Guide.docx.pdfPMO Procedures
PMO Procedures
Request resources
Request resources
Complete the form request.
The Backoffice department will review the request and select a candidate to fulfill the project requirement.
Backoffice will send an email to Felipe Otalvaro at fotalvaro@leangroup.com requesting official approval.
When the head of PMO accepts the final approval, the transition should be completed, with the start date being the date specified in the requested email.
PM Good Practices
PM Good Practices
Email Etiquette
Email Etiquette
Lean Tech - Email Etiquette Guideline V3.1.pptx.pdfThe document contains advice on how to carry out properly written emails.
Documentation Polices
Documentation Polices
OP-IN-EN-038 Document information management for deliverables.pdfThe document containing management information for deliverables
Operations folders
Operations folders
Operations Folders v2.pdfThe document includes suggestions for organizing information in each project.
News in the Monthly Billing
News in the Monthly Billing
This section contains an email template that you can use to inform our back office team of any news or issues that may arise throughout the month and affect the agreed-upon billing expenses that will be charged to the client throughout the project. Additionally, a chart that shows the date of the month we bill each of our clients that have projects in the PMO is available. Keep in mind that this notification must be delivered at least 4 days before to the event.
A written call of attention with a commitment to the manager's will be sent if the notifications are sent late or not at all and this generates a delay or a different amount being paid for the project per the client
PMO Instructives
PMO Instructives
PMO Information
PMO Information
Trello board
Trello board
Google Drive
Google Drive
Page updated
Report abuse