Implementation Framework

Implementation Playbooks

Step-by-step guides for common PM transformation scenarios, accelerating time-to-value

6 Standard PlaybooksBattle-TestedCustomizable

Why Implementation Playbooks?

Don't reinvent the wheel. Our playbooks capture 30+ years of PM transformation experience, codifying what works and avoiding common pitfalls.

Benefits of Playbooks:

  • ✓40-60% faster implementation vs. starting from scratch
  • ✓Proven approach = less risk, more confidence
  • ✓Customizable to your context and constraints
  • ✓Built-in best practices and quality gates

What's Included:

  • •Phase-by-phase work breakdown structure
  • •Activity descriptions and sequencing
  • •Resource requirements and timelines
  • •Success criteria and quality gates
  • •Risk library and mitigation strategies
  • •Templates and artifacts

Standard Playbook Library

Select the playbook that matches your transformation scenario

🚀

90-Day AI PMO Transformation

90 daysModerate
Prerequisites:
Maturity Level 3+, Leadership buy-in, $300K-500K budget
Ideal For:
Organizations ready to rapidly adopt AI capabilities across PMO
Key Outcomes:
✓AI-powered project planning and scheduling
✓Automated status reporting and dashboards
✓Predictive risk identification
✓AI-assisted resource allocation
✓Trained team of 20-50 AI-enabled PMs
Implementation Phases:
1
Discovery & Planning
Weeks 1-2•8 activities
2
Foundation & Pilots
Weeks 3-6•12 activities
3
Scale & Adoption
Weeks 7-10•10 activities
4
Optimization & Handoff
Weeks 11-13•6 activities
🔄

Hybrid PMO Setup

4-6 monthsModerate
Prerequisites:
Maturity Level 2+, Mix of Agile and Waterfall projects
Ideal For:
Organizations needing to support multiple methodologies (Agile, Waterfall, Hybrid)
Key Outcomes:
✓Unified governance across Agile and Waterfall
✓Flexible process framework
✓Integrated tooling (Jira + Traditional PPM)
✓Cross-methodology reporting
✓Trained teams on hybrid approaches
Implementation Phases:
1
Current State Assessment
Month 1•10 activities
2
Framework Design
Month 2•8 activities
3
Tool Integration & Pilots
Month 3-4•15 activities
4
Rollout & Stabilization
Month 5-6•12 activities
💎

Revenue Management Office (RMO)

5-7 monthsHigh
Prerequisites:
Maturity Level 3+, Revenue-generating project portfolio, Finance partnership
Ideal For:
Professional services firms or product companies with project-based revenue
Key Outcomes:
✓Project profitability tracking and optimization
✓Resource utilization and capacity planning
✓Revenue forecasting and pipeline management
✓Client engagement lifecycle management
✓Financial performance dashboards
Implementation Phases:
1
Business Model Analysis
Month 1•8 activities
2
RMO Design & Metrics
Month 2•10 activities
3
System Integration
Month 3-4•12 activities
4
Pilot & Iterate
Month 5-6•10 activities
5
Full Rollout
Month 7•8 activities
🔍

Rapid PMO Diagnostic

2-4 weeksLow
Prerequisites:
None - works at any maturity level
Ideal For:
Initial assessment before major PMO transformation or investment decision
Key Outcomes:
✓Comprehensive maturity assessment (7 dimensions)
✓Gap analysis with industry benchmarks
✓Prioritized improvement roadmap
✓Investment options and ROI estimates
✓Executive presentation and recommendations
Implementation Phases:
1
Data Collection
Week 1•6 activities
2
Assessment & Analysis
Week 2•8 activities
3
Roadmap Development
Week 3•6 activities
4
Executive Presentation
Week 4•4 activities
🏛️

PMO Center of Excellence (CoE)

6-9 monthsHigh
Prerequisites:
Maturity Level 4+, Enterprise scale, Executive sponsorship
Ideal For:
Large enterprises establishing enterprise-wide PM standards and capabilities
Key Outcomes:
✓Standardized PM methodology and tools
✓PM training and certification program
✓Community of practice and knowledge sharing
✓Innovation lab for new PM practices
✓Thought leadership and external recognition
Implementation Phases:
1
Strategy & Charter
Month 1-2•10 activities
2
Standards Development
Month 3-4•15 activities
3
Capability Building
Month 5-6•12 activities
4
Launch & Scale
Month 7-9•14 activities
📊

Portfolio Optimization

3-5 monthsHigh
Prerequisites:
Maturity Level 3+, Portfolio > 50 projects, Strategic clarity
Ideal For:
Organizations with large portfolios needing better prioritization and value optimization
Key Outcomes:
✓Strategic portfolio alignment framework
✓Value scoring and prioritization model
✓Capacity and demand balancing
✓Portfolio governance and stage gates
✓Executive portfolio dashboards
Implementation Phases:
1
Portfolio Assessment
Month 1•8 activities
2
Framework Design
Month 2•10 activities
3
Pilot & Validate
Month 3•8 activities
4
Full Implementation
Month 4-5•12 activities

Playbook Customization

Every organization is unique. Our playbooks adapt to your context.

🎯

Context-Aware

Industry, size, maturity, culture all factor into playbook customization

⚙️

Modular

Add, remove, or resequence phases based on your priorities and constraints

🤖

AI-Generated

PM Implementation Guide agent creates custom playbooks in minutes

How to Use the PM Implementation Guide Agent

1
Select Base Playbook
Choose the standard playbook closest to your scenario
2
Provide Context
Industry, organization size, maturity level, timeline, budget, constraints
3
Generate & Review
Agent creates custom playbook with WBS, timeline, resources, risks
4
Export & Execute
Download as PDF, Word, Excel, or Project file and begin implementation

Ready to Build Your Implementation Plan?

Use our PM Implementation Guide agent to generate a custom playbook for your transformation