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Services / Managed EPMO
Delivery and Governance
Portfolio governance,
run for you
Once the office is established, we can run it for you. Managed EPMO gives you enterprise portfolio governance as an ongoing service, led by senior practitioners, without the cost and risk of building the team in-house.
Service Outline
What this service delivers
Once the portfolio office is established, we can run it for you. Managed EPMO delivers enterprise portfolio governance as an ongoing service, led by senior practitioners who have carried portfolio accountability at scale, without the cost and risk of building the team in-house. We operate the full cadence: governance, assurance, risk and dependency management, benefits tracking, and board-grade reporting, month after month, with independence built in because we are not the ones being marked. Capacity scales with your programme load, our AI tooling keeps the portfolio view current daily, and we are accountable for the quality of the governance.
The Precision Approach
How we run this work
Senior by default.
The service is led by practitioners who have run portfolios of comparable scale, with named accountability for the standard of governance.
Run the full cadence.
Intake, prioritisation, gating, reporting, benefits, and assurance operate on a published calendar the executive can rely on.
Independent by design.
We report what the evidence says, including when it is unwelcome, because our value rests on the board trusting the read.
Instrumented daily.
AI-assisted data pipelines, risk scoring, and reporting keep the portfolio position current between committee cycles, and surface exposure early enough to act.
Flex with the load.
Capacity scales up for delivery peaks and down after them, without a hiring cycle or a redundancy round.
Measured like any service.
Service levels, quality measures, and a quarterly value review keep us accountable for outcomes, and give you a clean exit or insourcing path at any time.
How We Can Help
Structured by discipline. Shaped to your programme.
These are representative artefacts from our delivery playbooks, tailored, added to, or trimmed to fit each client’s governance model and what the programme actually needs.
Run the cadence 5 shown
- Managed EPMO service charter with service levels and quality measures
- Published annual governance and assurance calendar
- Investment committee secretariat: agendas, papers, minutes, action tracking
- Stage gate administration with gate readiness assessments per programme
- Pipeline and intake management with prioritisation scoring each cycle
Keep the view current 4 shown
- Monthly board and executive portfolio reporting pack
- Real-time portfolio health dashboard maintained as a daily position
- Portfolio financial position: commitments, forecasts, contingency status
- Resource capacity and demand report with constraint analysis
Watch the risk 5 shown
- Portfolio risk register with ML-assisted scoring and early warning triggers
- Cross-programme dependency register with monthly choke-point review
- Embedded health checks on nominated programmes each quarter
- Escalation and intervention briefs when a programme breaches tolerance
- Quarterly Delivery Confidence Assessment across the portfolio (RAG, evidenced)
Prove the value 3 shown
- Benefits realisation tracking and quarterly benefits position statement
- Annual P3M3 maturity pulse check with uplift recommendations
- Continuous improvement register with quarterly value review
Keep control in your hands 3 shown
- Methodology and template stewardship with version-controlled playbooks
- Capability coaching for sponsors, SROs, and programme managers
- Full knowledge base and clean handback pack, maintained from day one
This is a representative set. If what you need is missing here, ask us.
The Precision Difference
Why boards choose us for this work
Led by people who have carried the load
The service is led by practitioners who have run portfolios of comparable scale, with named accountability for the standard of governance. You are buying judgement, and the quality of the read is what we answer for.
Independent because we are not being marked
We hold no delivery stake in the programmes the office governs, so the portfolio position we report is the real one. The board gets what the evidence says, including when it is unwelcome.
A service you can measure, flex, and exit
Service levels, quality measures, and a quarterly value review keep us accountable for outcomes, and capacity scales with your programme load. The knowledge base and handback pack are maintained from day one, so a clean exit or insourcing path is always open.
Senior only. Fiercely independent. 94.3 per cent on-budget across AU$2.3 billion governed since 1996.
What we do
Managed EPMO
Managed EPMO complements EPMO Establishment. Where establishment stands the function up, Managed EPMO operates it: the governance cadence, the assurance, the reporting, and the trusted portfolio view, delivered month after month by people who have run portfolios of this scale before.
You get the discipline and independence of a mature portfolio office, scaled up or down as your programme load changes, and a partner who is accountable for the quality of the governance rather than just the headcount.
Ongoing portfolio governance
The full governance and assurance cadence, run for you, month after month.
Executive and board reporting
Trusted, decision-ready reporting your leaders can act on.
Risk and dependency management
Exposure and cross-programme dependencies tracked and surfaced early.
Independent assurance built in
The objectivity of an outside eye, embedded in the running of the office.
Flexible capacity
Scaled up or down as your programme load changes, without a hiring cycle.
Impact and Outcomes
Spotlighting some of our Managed EPMO impact
Common Questions
The questions we are asked most
Should we build our own EPMO or use a managed service?
Build your own when you have the people and time to grow the capability, and buy a managed service when you need portfolio grip now. A managed EPMO gives you experienced practitioners and proven governance immediately, without carrying the recruitment, overhead and retention burden of a permanent team. Many clients start with a managed EPMO and transition it to their own people over time.
What is a managed EPMO, or PMO as a service?
A managed EPMO is where we run your enterprise portfolio management function as a service, using our people, methods and reporting. You get portfolio oversight, governance, prioritisation and delivery assurance for a predictable cost, and you scale it up or down as the portfolio changes. It suits organisations that need discipline quickly without hiring and building a standing team from scratch.
Ready to Engage?
Talk to us about
Managed EPMO
Initial conversations are confidential and without obligation.
If you need portfolio governance running at full cadence without the cost and delay of building the team in-house, we should talk before the next board reporting round.