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PgMP cheat sheet

PgMP · Keep the key ideas within reach.

Quick reference

Strategic Program Management

  • A program is a group of related projects and subsidiary programs managed in a coordinated way to obtain benefits not available from managing them individually.

  • A program mandate is the formal authorization from a sponsor or executive to initiate a program and links the program to strategic objectives.

  • A program business case documents expected benefits, costs, risks, assumptions, and strategic fit used to justify investment.

  • The program charter authorizes the program manager and defines high-level scope, benefits, governance, and strategic alignment.

  • A portfolio is a collection of programs, projects, and operations managed as a group to achieve strategic objectives.

  • Benefits mapping links strategic goals to expected benefits and to the components that will deliver them.

  • Decision rule: if a program no longer supports organizational strategy, escalate for re-scoping, re-prioritization, or closure.

  • Program success is measured by realized benefits and strategic outcomes, not only by project deliverables completed.

Quick reference

Program Life Cycle

  • The program life cycle spans definition, delivery, and closure, with phase gates controlling transition between phases.

  • The program definition phase produces the charter, roadmap, benefits plan, governance structure, and management plans.

  • The program delivery phase coordinates components, interdependencies, benefits realization, stakeholders, and governance.

  • The program closure phase transitions benefits, releases resources, archives records, and captures lessons learned.

  • A program roadmap is a time-based view of components and benefit milestones across the program life cycle.

  • A phase gate is a review at a phase boundary that confirms exit criteria are met before the next phase begins.

  • Rolling wave planning uses detailed plans for near-term work and high-level plans for later phases.

  • Decision rule: do not enter delivery until the charter, roadmap, benefits plan, and governance approvals are in place.

Quick reference

Benefits Management

  • A benefit is a measurable outcome perceived as positive by stakeholders and is realized after deliverables are used.

  • A benefit is not the same as a deliverable; deliverables are outputs, while benefits are outcomes.

  • The benefits register records each benefit, owner, metric, baseline, target, realization date, and status.

  • The benefits realization plan defines how, when, by whom, and against which metrics benefits will be measured.

  • A benefit owner is accountable for realizing and sustaining the benefit, usually in the business or operations area.

  • A benefits dependency map links components to benefits and to strategic objectives.

  • Benefits transition is the handover of realized benefits to operations or a business owner for sustainment.

  • Decision rule: continue a component only while its contribution to benefits remains achievable and aligned.

Quick reference

Stakeholder Management

  • A stakeholder is an individual or group affected by or able to affect the program, its deliverables, or its benefits.

  • The stakeholder register records roles, expectations, influence, interest, and current engagement level.

  • The power-interest grid classifies stakeholders; high-power and high-interest stakeholders are managed closely.

  • The salience model prioritizes stakeholders by power, legitimacy, and urgency.

  • The engagement assessment matrix compares current and desired engagement: unaware, resistant, neutral, supportive, leading.

  • The communication plan defines tailored messages, channels, frequency, and sender for stakeholder groups.

  • Decision rule: stakeholders with high power and high interest require active, ongoing engagement and escalation access.

  • External stakeholders such as regulators, communities, and suppliers are part of program stakeholder complexity.

Quick reference

Governance

  • Program governance is the framework of decision rights, policies, processes, oversight, and accountability for the program.

  • The program governance board or steering committee approves the charter, phase gates, major changes, and benefit decisions.

  • Governance sets direction and oversight; management executes delivery within delegated authority.

  • A stage gate review assesses progress, benefits, risks, and readiness before authorizing the next phase.

  • A change control board reviews and decides changes that affect baselines, scope, benefits, or strategic alignment.

  • An escalation threshold is a predefined limit beyond which an issue must be raised to the governance board.

  • A program audit is an independent review of compliance, controls, and progress toward benefits.

  • Decision rule: changes affecting benefits, baselines, or strategic objectives are escalated to the governance board.