PMO Services

Great initiatives fail without great project management behind them.

Whether you’re building a PMO from scratch or fixing one that isn’t working, I help organizations build the project management foundation that makes every future initiative more likely to succeed.

Who This Is For

You’re a healthcare organization or mid-market company that knows something is broken in how projects get managed — but you’re not sure exactly what, or how to fix it. Maybe projects consistently run late or over budget. Maybe there’s no consistent methodology across teams. Maybe leadership has lost confidence in the organization’s ability to deliver. Maybe you’re scaling fast and the informal processes that used to work simply don’t anymore.

Or maybe you’re starting from scratch — a growing organization that has never had formal project management structures and knows it needs them.

Executive looking at a project dashboard with too many unknowns

Either way, this is where we start.

PMO maturity progression model A five-level maturity spectrum from Ad Hoc at level 1 to Optimizing at level 5. Most clients enter at levels 1 or 2. The Keystone engagement targets level 3: Managed. 1 Ad Hoc Projects start informally No standards 2 Defined Templates exist but inconsistently adopted 3 Engagement target Managed Consistent adoption Portfolio visibility Governance works 4 Quantitative Metrics-driven decisions Data-led PM 5 Optimizing Continuous improvement culture Most clients enter here Levels 1–2: ad hoc or inconsistent Long-term organizational goals
Pete showing an executive a checklist of items to setup a PMO

What I Do

Tools I configure I work with your existing technology stack — not a new one. Typical configurations include Jira or Smartsheet for project tracking, Confluence or SharePoint for documentation, Smartsheet dashboards or Power BI for portfolio reporting. No new license costs unless the client wants them.

Tools I configure — using what you already have

JiraProject tracking
SmartsheetProject tracking + dashboards
Microsoft ProjectGantt and scheduling
ConfluenceDocumentation and templates
SharePointDocumentation and templates
Microsoft TeamsCommunication
Power BIPortfolio reporting
Smartsheet DashboardsPortfolio reporting
Microsoft CopilotAI productivity layer
Monday.comProject tracking
AsanaProject tracking
NotionDocumentation
SlackCommunication
JiraProject tracking
SmartsheetProject tracking + dashboards
Microsoft ProjectGantt and scheduling
ConfluenceDocumentation and templates
SharePointDocumentation and templates
Microsoft TeamsCommunication
Power BIPortfolio reporting
Smartsheet DashboardsPortfolio reporting
Microsoft CopilotAI productivity layer
Monday.comProject tracking
AsanaProject tracking
NotionDocumentation
SlackCommunication

What You Get

At the end of the engagement you’ll have:


  • PMO Charter — design decision and operating model documented and sponsor-signed
  • Core template library — project charter, WBS, RACI, risk register, status report
  • Project intake and governance process
  • Portfolio dashboard — live and maintained
  • PM training for all project-managing staff
  • PMO Operations Handbook — everything the internal owner needs to run the function
  • 30-day post-exit check-in included

A Note On What Comes Next

Organizations that complete an AI implementation often come to PMO Services next — because one successful project surfaces the need for a repeatable process for the next one. If that’s where you are, this engagement is designed to convert the discipline from the AI implementation into institutional infrastructure your team owns permanently.

Ready to build the foundation your initiative deserves?