Salesforce – Project Management Office Governance


  • In the Customer Service Group (CSG) Enablement, the Project Management Office (PMO) governance was seeking greater efficiency, tighter monitoring, and standardized processes.


As Project Manager assigned to PMO, I created and tracked a Project Plan Roadmap in alignment with executive reporting. Additionally I documented and consolidated standards, policies, and procedures for the CSG Enablement team and PMO including:

  • CSG Enablement PMO Operations Guide
    • Service Charter
    • Processes
    • Quarterly Project Plan Roadmap
    • Change Management
    • Operations
    • Team Organization
    • Roles and Responsibilities
  • CSG Enablement Project Plan Roadmap
  • CSG Enablement Document Repository
  • Change Management PMO Best Practices and Strategies
    • Change Management & Training Strategy
    • Successful Framework of Change
    • Core Change Management Components
    • Planning Change Management Success


Delivered CSG Enablement PMO standardization of process and procedures.  Prepared to consolidate with other PMO offices in the department.

“According to PMI’s 2017 Pulse of the Profession, those companies that align their enterprise-wide PMO to strategy had 38 percent more projects meet original goals and business intent than those that did not. They also had 33 percent fewer projects deemed failures.”