Governance Charter
A formal charter that defines the consolidated PMO's mandate, decision rights, reporting lines, and operating principles to replace disparate local charters.
Consolidation reduces duplicated governance, creates consistent portfolio prioritization, clarifies accountability, and enables centralized reporting and resource planning while reducing contract and document fragmentation across units.
Effective consolidation requires defined roles, delegated signature authority, and a documented approvals matrix to ensure enforceable decisions and traceable records.
A formal charter that defines the consolidated PMO's mandate, decision rights, reporting lines, and operating principles to replace disparate local charters.
A RACI matrix mapping responsibilities for portfolio selection, resource allocation, and change approval; clarifies who can approve budgets or close projects.
An itemized list of project assets, third-party contracts, and vendor relationships with renewal dates and assignment or novation needs identified.
A milestone-driven timeline for migrating tools, personnel, and reporting systems with owners, acceptance criteria, and rollback contingencies.
Standardized methodologies, templates, and escalation procedures that replace local variants and enable consistent execution and auditing.
Clear signature authority and required approvals for board, executive, legal, and finance signoffs to ensure actions are authorized and traceable.
| Field | Configuration |
|---|---|
| Signer Order | Sequential or parallel routing |
| Authentication | Email, SMS code, or KBA |
| Notifications | Reminders and expiration alerts |
| Archive | PDF/A and audit log retention |
Ensure chosen tools support your retention policy, export to PDF/A, preserve metadata, and provide tamper-evident audit logs.
MM/DD/YYYY when consolidation becomes operative.
Date board or executive signoff is required.
Timing for workforce communications and reassignments.
Deadlines to amend formation documents, if required.
Date to migrate archives and close legacy stores.
Formal executive and legal signoff of consolidation plan.
Contract assignments and novation assessments completed.
All required signatories execute final documents.
Tools, reporting, and staff reassigned to consolidated PMO.
| Criteria | PMO Consolidation | PMO Centralization |
|---|---|---|
| Purpose | merge offices | standardize practices |
| Scope | entity-level change | methodology only |
| Legal Filings | sometimes required | rarely required |
| Typical Duration | 6–24 months | 3–12 months |
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | Yes, 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes (premium tier) | Yes | Yes | Yes | Varies |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies by plan | Varies by plan | Varies by plan |
The CFO typically approves financial reallocation, validates cost-center consolidation, and signs documents that modify budgets or financial control structures.
The PMO Director or consolidated PMO lead affirms operational scope, signs the governance charter, and accepts operational handover responsibilities.