A healthcare insurance firm experienced growing pains in moving from its dynamic entrepreneurial beginnings to a more mature organization that needed to leverage process and best practices to yield consistent repeatable results and foster change management. A Project Management Office (PMO) was identified as the right vehicle to establish project standards and successfully execute projects.


  • Assess the clients project management maturity level
  • Identify the needed policies, processes, tools and training
  • Formulate a strategy to establish the PMO
  • Identify key metrics and continuous improvement processes

Accomplishments / Benefits:

  • Identified key stakeholders and conducted several rounds of interviews to determine critical project management pain points.
  • Reviewed, validated and ranked the pain point list with stakeholders
  • Developed a PMO roadmap to address pain points and augment the clients protect management maturity level
  • Created a PMO toolkit with the requisite documents, tools and templates to support fundamental PMO operations