IPMA PMO study materials
IPMA PMO study resources

IPMA PMO cheat sheet

IPMA PMO · Keep the key ideas within reach.

Quick reference

PMO Leadership

  • PMO leadership spans three levels: strategic (portfolio governance), tactical (programme alignment), operational (project delivery support); each requires distinct competences.

  • The IPMA PMO role is defined by its service portfolio, not by its position on the org chart; authority derives from mandate and perceived value.

  • A PMO's mandate must be codified in a charter that specifies decision rights, escalation thresholds, and reporting obligations.

  • PMO maturity models (e.g., PMO Value Ring, Gartner PMO maturity) assess value delivery, not process compliance alone.

  • Stakeholder mapping for a PMO uses power/interest grid plus attitude (supporter, neutral, blocker) to plan engagement.

  • PMO governance interfaces: portfolio board (investment decisions), change control board (scope), audit (compliance), and delivery teams (support).

  • A PMO leader's span of control includes methodology ownership, tooling, assurance, resource capacity, and benefits tracking.

  • Escalation rules must define triggers (e.g., variance >10% on cost or schedule) and the decision authority at each threshold.

  • PMO performance is measured by portfolio delivery success rate, benefits realization, and stakeholder satisfaction, not by document volume.

Quick reference

Project, Programme and Portfolio Management Competences (IPMA ICB®)

  • IPMA ICB® v4.0 defines 28 competence elements in three ranges: Perspective (5), People (10), and Practice (13).

  • Perspective competences: strategy, governance, compliance, power and interest, culture and values.

  • People competences include self-reflection, personal integrity, communication, leadership, teamwork, conflict, negotiation, results orientation, and resourcefulness.

  • Practice competences cover design, requirements, scope, time, organisation, quality, finance, resources, procurement, stakeholders, change, risk, and benefits.

  • Each competence element has defined key indicators and proficiency levels (e.g., 0–5 scale) used for assessment.

  • A programme manages related projects to achieve benefits not obtainable from managing them individually; it is temporary and benefit-driven.

  • A portfolio is the collection of projects, programmes, and operations aligned to strategic objectives; it is ongoing and investment-driven.

  • Project success is measured by output (scope, time, cost, quality) and outcome (benefits, stakeholder satisfaction); ICB emphasizes both.

  • The ICB® competence baseline is generic and applicable across sectors; certification assesses competence via experience, exam, and in some cases interview.

Quick reference

Organisational Competences (IPMA OCB®)

  • IPMA OCB® defines organisational competences in three groups: governance, management, and organisational alignment.

  • Governance competences include organisational strategy, leadership, values, and compliance with external regulations.

  • Management competences cover organisational design, process management, resource management, and performance management.

  • Organisational alignment competences include stakeholder management, change management, and knowledge management.

  • OCB® emphasizes that project success depends on the organisation's ability to integrate projects into strategy and operations.

  • Key OCB® elements: project management policy, project portfolio management, project programme management, and project management office.

  • P3M3 (Portfolio, Programme, Project Management Maturity Model) is often used alongside OCB® to assess organisational maturity.

  • Organisational competence includes the ability to learn from projects (lessons learned) and to embed change into business-as-usual.

  • OCB® is assessed at the organisational level, not individual; it complements ICB® individual competences.

Quick reference

Project Excellence (IPMA PEB®)

  • The IPMA Project Excellence Baseline (PEB®) is a model for assessing project excellence, analogous to EFQM but project-specific.

  • PEB® has two main parts: People and Purpose (enablers) and Processes and Results (results), with 1000 points total.

  • The PEB® assessment uses RADAR logic (Results, Approach, Deployment, Assessment, Review) for scoring.

  • Key criteria include leadership, people, strategy, partnerships, processes, customer results, people results, society results, and key results.

  • Project excellence is judged by the project's ability to deliver benefits to stakeholders, not just outputs.

  • The IPMA Project Excellence Award uses PEB® to assess projects; applicants submit a self-assessment and undergo site visits.

  • PEB® emphasizes continuous improvement and learning, with feedback loops from results to enablers.

  • Scoring in PEB® uses a points system; the maximum is 1000 points, with enablers and results each weighted.

  • PEB® is aligned with the IPMA ICB® and OCB® but focuses on the project as a temporary organisation.