PMI-PMOCP™ Cheatsheet — Tables, Checklists & Decision Patterns

High-yield PMI-PMOCP™ review: PMO strategy + mandate, governance and decision rights, service catalog design, onboarding and operations, KPIs and dashboards, maturity and competency improvement, and common PMO terminology.

Use this as your last-mile PMI-PMOCP™ review. Pair it with the Syllabus for coverage and Practice for speed.

For exam format and official policy details, see Overview.


PMO in one picture (design → operate → measure → improve)

    flowchart TD
	  A["Strategy + mandate"] --> B["Governance (decision rights + thresholds)"]
	  B --> C["Design services (catalog + workflows)"]
	  C --> D["Operate (onboard + deliver + support)"]
	  D --> E["Measure (KPIs + dashboards + feedback)"]
	  E --> F["Improve (maturity + competencies + value)"]
	  F --> A

If you can state these three items from any question stem, you’re usually close to the best answer:

  • Customer outcome: what decision or capability must improve?
  • Right-sized control: what governance is needed (not more, not less)?
  • Evidence: what metric or artifact proves it works?

“Best answer” elimination rules (fast)

  • If a response adds control without a risk/need, it’s usually wrong.
  • If a response adds metrics without decisions, it’s usually wrong (dashboards exist to change behavior).
  • If the scenario is unclear, clarify mandate / customer needs / success measures before redesigning services.
  • If multiple choices seem fine, choose the one that improves decision quality + value outcomes with the least added friction.

PMO types and scope (concept table)

DimensionCommon optionsWhat it changes
Control levelSupportive / Controlling / Directivehow much enforcement vs coaching
ScopeProject / Program / Portfolio / Enterprisebreadth of services + governance
PlacementCentralized / Federated / Embeddedconsistency vs local fit
Service styleSelf-service / Shared services / Center of excellencehow customers consume PMO value

Best-answer pattern: choose the operating model that matches constraints (compliance, risk, scale) and maturity.


Mandate and charter (what “good” looks like)

Mandate essentials checklist

  • Purpose and outcomes (why the PMO exists)
  • Customers and service boundaries (who/what is in scope)
  • Authority and decision rights (what PMO can approve/deny)
  • Governance touchpoints (forums, cadence, escalation)
  • Metrics for success (value measures + service KPIs)
  • Review cycle (how mandate evolves with maturity/strategy)

Anti-patterns

  • Mandate is “everything PM-related” with no boundaries
  • Success metrics are activity volume (templates created, meetings held)
  • Authority is unclear (PMO “owns” governance but can’t enforce decisions)

Governance quick design (decision rights + thresholds)

Governance elementDefineExample outputs
Decision rightswho decides whatapproval matrix, RACI, decision log
Thresholdswhen escalation is mandatorybudget delta, risk tier, compliance trigger
Forumswhere decisions happenportfolio board, steering committee
Cadencehow often, for whatmonthly portfolio review; weekly triage
Evidencewhat must be presentedbusiness case, benefits, risk, capacity
Enforcementhow compliance is managedaudits, health checks, stage gates

Rule: governance should reduce risk and improve decisions, not create “status theatre.”


Service catalog (a simple service card template)

For each PMO service, define:

  • Service name + purpose
  • Customer segment (who it’s for)
  • Inputs (what customers provide)
  • Outputs (what PMO delivers)
  • Workflow (key steps + handoffs)
  • Success measures (KPIs + customer outcomes)
  • SLAs/expectations (response time, cadence)
  • Escalation path (when/how to escalate)

Intake and prioritization (decision flow)

    flowchart LR
	  A["Request / need"] --> B["Qualify (in scope?)"]
	  B -->|no| C["Redirect / decline"]
	  B -->|yes| D["Classify (risk + impact)"]
	  D --> E["Prioritize (value + urgency + capacity)"]
	  E --> F["Assign service + owner"]
	  F --> G["Onboard + deliver"]
	  G --> H["Measure + improve"]

Common decision cues

  • compliance/safety → prioritize and add governance
  • low-risk/low-impact → keep lightweight, favor self-service
  • chronic bottleneck → improve workflow/capacity, not just escalation

Operating metrics (what to measure, and why)

Service KPIs vs value outcomes

CategoryExamplesWhy it matters
Service KPIscycle time, throughput, SLA adherence, adoptiontells you if services run well
Value outcomesbenefits realized, decision latency, predictability, risk exposuretells you if PMO matters

Dashboard sanity checks

  • Every metric should link to a decision (start/stop, escalate, invest, improve).
  • Include leading indicators (quality of intake data, governance adherence) not only lagging outcomes.
  • Prefer trends over single-point status.

Maturity and continuous improvement (practical loop)

  1. Assess baseline (what’s real, not what’s written).
  2. Prioritize improvements (risk/value first).
  3. Implement with change management (adoption is the point).
  4. Measure impact (before/after with evidence).
  5. Standardize what works; retire what doesn’t.

Improvement anti-pattern: “raise maturity” with new process steps but no adoption plan and no measurable outcomes.


People domain (fast reminders)

  • Customer-centricity: start from the decision the customer needs to make, not the artifact you want them to fill in.
  • Conflict: surface trade-offs explicitly; don’t hide them in status reports.
  • Objectivity: use evidence-based criteria for prioritization and governance decisions.
  • Influence: align on outcomes, then offer options with clear pros/cons and risks.

Glossary (PMOCP quick)

  • Mandate/Charter: the PMO’s purpose, boundaries, authority, and success measures.
  • Service catalog: documented PMO offerings with definitions, workflows, and success measures.
  • Decision rights: who can approve, reject, or escalate a decision.
  • Threshold: trigger point that requires escalation or governance review.
  • Maturity model: staged view of capability progression used to prioritize improvements.
  • Value realization: evidence that PMO work produced meaningful outcomes (benefits, risk reduction, faster decisions).