Strategic Portfolio Management

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Project Charter

Launch every IT project with a board ready charter report

Problem

PMOs need consistent, defensible project charters to pass intake and stage-gate reviews, align to strategy, and formally authorize work. Charters are often assembled by hand, lack comparable financials and risks which slows down approvals. 

A charter should capture purpose, scope, stakeholders, funding, and authority in one place and tie back to a portfolio’s goals.

Features

  • Guided Charter template for PMOs that has prebuilt sections aligned to intake and gate criteria.
  • Portfolio alignment and scoring that capture value, size, and risk scores; tag strategic objectives so reviewers can compare requests with a consistent perspective.
  • ServiceNow-Native data pulls help bring in cost, benefits, and other project information directly from project and related records. Export to PDF for governance packs.
  • Ready for an approval workflow. Export to PDF to include in governance packers, gather signature blocks and maintain an appropriate audit trail.

Benefits

  • Faster decisions: Cut meeting time by giving executives a single, trusted view of risk posture and impact.
  • Better alignment: Replace ad-hoc decks with a consistent report that speaks the same language to owners, auditors, and leadership.
  • Continuous readiness: Keep reviews audit-friendly and up-to-date without manual efforts.

Related Resources

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