---
artifact_id: A36
name: PMO Value, Maturity, and Improvement Record
template_version: "1.0.0"
status: "Template · Active"
category: PMO Governance and Improvement
authority: "PMO-Guide — PMO governance, services, and evolution themes; PMBOK8 Appendix X2"
source_type: organization-defined
file_path: artifacts/pmo/A36-pmo-value-maturity-improvement-record-template.md
---

## [A36] — PMO Value, Maturity, and Improvement Record | Template

> **Usage note:** This is a blank template. Replace every `[FIELD: ...]` placeholder with PMO-specific content. Static governance notes, maturity level definitions, checklist items, and legends are pre-filled and must not be replaced with field placeholders. Remove this usage note before publishing the completed record.

---

## Section 1 — Header / Identification

| Field | Value |
|---|---|
| PMO Name | [FIELD: full name of the PMO, e.g., Enterprise PMO — Digital Transformation] |
| PMO Leader | [FIELD: name and title of the PMO leader or head] |
| Review Period | [FIELD: period covered by this record, e.g., Q2 2025 / FY2025-H1] |
| Review Date | [FIELD: date of this review, YYYY-MM-DD] |
| Document Version | [FIELD: e.g., 1.0] |
| Status | [FIELD: select from Draft / Active / Under Review / Superseded] |
| Linked Artifacts | A23 — PMO Backlog and Improvement Register; A11 — Lessons Learned Register; A35 — Governance and Decision Authority Record |

---

## Section 2 — Service Performance Themes

| Service Area | Performance Theme | Trend | Supporting Evidence | Action Required |
|---|---|---|---|---|
| [FIELD: PMO service area, e.g., Portfolio Reporting] | [FIELD: key performance theme observed in this service area] | [FIELD: select from Improving / Stable / Declining / Emerging] | [FIELD: data, feedback, or indicators supporting this theme] | [FIELD: action required, or "None" if performance is acceptable] |
| [FIELD: PMO service area, e.g., Project Support] | [FIELD: performance theme] | [FIELD: select from Improving / Stable / Declining / Emerging] | [FIELD: supporting evidence] | [FIELD: action required or None] |
| [FIELD: PMO service area, e.g., Standards and Methods] | [FIELD: performance theme] | [FIELD: select from Improving / Stable / Declining / Emerging] | [FIELD: supporting evidence] | [FIELD: action required or None] |
| [FIELD: PMO service area, e.g., Talent and Capability] | [FIELD: performance theme] | [FIELD: select from Improving / Stable / Declining / Emerging] | [FIELD: supporting evidence] | [FIELD: action required or None] |

---

## Section 3 — Stakeholder Feedback Themes

| Stakeholder Group | Feedback Theme | Volume | Sentiment | PMO Response |
|---|---|---|---|---|
| [FIELD: stakeholder group, e.g., Project Managers] | [FIELD: dominant theme in feedback from this group] | [FIELD: number of feedback items or qualitative volume, e.g., 12 responses / High] | [FIELD: select from Positive / Neutral / Negative] | [FIELD: PMO's planned or completed response to this feedback] |
| [FIELD: stakeholder group, e.g., Sponsors] | [FIELD: feedback theme] | [FIELD: volume or count] | [FIELD: select from Positive / Neutral / Negative] | [FIELD: PMO response] |
| [FIELD: stakeholder group, e.g., Functional Leaders] | [FIELD: feedback theme] | [FIELD: volume or count] | [FIELD: select from Positive / Neutral / Negative] | [FIELD: PMO response] |
| [FIELD: stakeholder group, e.g., Portfolio Leadership] | [FIELD: feedback theme] | [FIELD: volume or count] | [FIELD: select from Positive / Neutral / Negative] | [FIELD: PMO response] |

**Sentiment Definitions:**
- **Positive** — feedback is affirming or commendatory; no corrective action required
- **Neutral** — feedback is observational or mixed; monitor for trend development
- **Negative** — feedback identifies dissatisfaction or deficiency; corrective action required

---

## Section 4 — Maturity Assessment

**Maturity Level Definitions:**
- **Initial** — processes are ad hoc, inconsistent, and person-dependent
- **Repeatable** — processes are documented and generally followed but not yet standardised across the PMO
- **Defined** — processes are standardised, consistently applied, and integrated across the PMO
- **Managed** — processes are measured, monitored, and managed using quantitative data
- **Optimizing** — continuous improvement is embedded; processes adapt based on performance data and stakeholder feedback

| Capability Area | Current Level | Target Level | Gap | Priority | Owner |
|---|---|---|---|---|---|
| [FIELD: capability area, e.g., Project Oversight] | [FIELD: select from Initial / Repeatable / Defined / Managed / Optimizing] | [FIELD: select from Initial / Repeatable / Defined / Managed / Optimizing] | [FIELD: brief description of the gap between current and target] | [FIELD: select from High / Medium / Low] | [FIELD: role or name accountable for closing the gap] |
| [FIELD: capability area, e.g., Benefits Realisation Support] | [FIELD: current level] | [FIELD: target level] | [FIELD: gap description] | [FIELD: priority] | [FIELD: owner] |
| [FIELD: capability area, e.g., Portfolio Reporting] | [FIELD: current level] | [FIELD: target level] | [FIELD: gap description] | [FIELD: priority] | [FIELD: owner] |
| [FIELD: capability area, e.g., Risk and Issue Oversight] | [FIELD: current level] | [FIELD: target level] | [FIELD: gap description] | [FIELD: priority] | [FIELD: owner] |
| [FIELD: capability area, e.g., Standards and Methods] | [FIELD: current level] | [FIELD: target level] | [FIELD: gap description] | [FIELD: priority] | [FIELD: owner] |

---

## Section 5 — Improvement Actions

> Items assessed as significant (High priority or cross-cutting) must be cross-referenced to the A23 — PMO Backlog and Improvement Register.

| Action ID | Description | Source | Owner | Target Date | Status | Outcome |
|---|---|---|---|---|---|---|
| [FIELD: unique action identifier, e.g., IMP-001] | [FIELD: clear description of the improvement action] | [FIELD: source of the action, e.g., Stakeholder Feedback / Maturity Gap / Audit Finding] | [FIELD: role or name accountable for delivery] | [FIELD: YYYY-MM-DD] | [FIELD: select from Not Started / In Progress / Completed / Deferred / Cancelled] | [FIELD: actual outcome once completed, or leave blank if In Progress] |
| [FIELD: unique action identifier] | [FIELD: description] | [FIELD: source] | [FIELD: owner] | [FIELD: YYYY-MM-DD] | [FIELD: status] | [FIELD: outcome or blank] |
| [FIELD: unique action identifier] | [FIELD: description] | [FIELD: source] | [FIELD: owner] | [FIELD: YYYY-MM-DD] | [FIELD: status] | [FIELD: outcome or blank] |
| [FIELD: unique action identifier] | [FIELD: description] | [FIELD: source] | [FIELD: owner] | [FIELD: YYYY-MM-DD] | [FIELD: status] | [FIELD: outcome or blank] |

---

## Section 6 — Service Model Decisions

| Decision ID | Decision | Rationale | Authority | Date | Effect Date |
|---|---|---|---|---|---|
| [FIELD: unique decision identifier, e.g., SMD-001] | [FIELD: clear statement of the service model decision, e.g., Introduce a Delivery Assurance Review gate for projects > $1M] | [FIELD: rationale for the decision] | [FIELD: governing body or individual who authorised the decision, linked to A35] | [FIELD: YYYY-MM-DD] | [FIELD: date the decision takes effect, YYYY-MM-DD] |
| [FIELD: unique decision identifier] | [FIELD: decision statement] | [FIELD: rationale] | [FIELD: authority] | [FIELD: YYYY-MM-DD] | [FIELD: YYYY-MM-DD] |
| [FIELD: unique decision identifier] | [FIELD: decision statement] | [FIELD: rationale] | [FIELD: authority] | [FIELD: YYYY-MM-DD] | [FIELD: YYYY-MM-DD] |

---

## Section 7 — Governance Notes

The following rules govern the production, approval, and use of this record and are mandatory for all PMO leaders and governance participants:

1. This record is produced at a minimum once per quarter and once per financial year. More frequent updates are required if a significant PMO service model change, external review, or executive directive occurs.
2. The PMO Leader is accountable for the accuracy and completeness of each section. Sections may be prepared by designated PMO staff, but must be reviewed and signed off by the PMO Leader before distribution.
3. The Maturity Assessment in Section 4 must be conducted using a consistent framework across all review periods to enable trend analysis. Changes to the maturity framework must be documented in the Change Log.
4. All High-priority improvement actions in Section 5 must be registered in the A23 — PMO Backlog and Improvement Register within five business days of this record being approved.
5. Service Model Decisions in Section 6 require authorisation from the governance body identified in A35 before they are recorded as approved. Decisions may not be back-dated.
6. This record must be presented to the PMO's governance authority at its next scheduled meeting following the review date. Presentation does not constitute approval of individual actions; it creates awareness and enables governance oversight.
7. Historical versions of this record must be retained in accordance with A34 — Information Retention and Records Control Record.

---

## Section 8 — Waste Test

The following checklist confirms that this record adds clear value and avoids unnecessary overhead:

- [ ] Every service area in Section 2 is one for which the PMO has documented service commitments — not aspirational scope.
- [ ] Stakeholder feedback in Section 3 is sourced from real engagements (surveys, interviews, retrospectives) conducted in the review period, not assumed.
- [ ] Maturity levels in Section 4 are based on evidence, not self-reported optimism. Evidence or citations are noted in the supporting narrative.
- [ ] Improvement actions in Section 5 are specific, owned, and time-bound — not generic improvement intentions.
- [ ] Every High-priority improvement action has been or will be cross-referenced to A23 within five business days.
- [ ] Service Model Decisions in Section 6 have formal authorisation — no informal or verbal-only decisions are recorded.
- [ ] This record will be tabled at the next PMO governance meeting.

---

## Change Log

| Version | Date | Author / Event | Description |
|---|---|---|---|
| 1.0.0 | 2026-05-31 | Phase B2 Batch C | Initial template |

---

*Template for: PMO Value, Maturity, and Improvement Record*
*Authority: PMO-Guide — PMO governance, services, and evolution themes; PMBOK8 Appendix X2*
*See definition file: artifacts/pmo/A36-pmo-value-maturity-improvement-record-template.md*
