TMO Pilot Sprint

Strategy crosses functions, but decisions stall and value is hard to see. Priorities collide between product, operations, and IT. Meetings move, yet tradeoffs do not. You need a working model—a Transformation Management Office (TMO) piloted on real work—that proves speed and value without heavy process. 

Choose this sprint if you have a weekly cadence and a single portfolio view, but cross-functional change keeps slowing down.

• You want faster, recorded decisions across functions
• You need value and adoption reviewed monthly with simple evidence
• You want conflicts resolved in a forum, not in email or side meetings

We run the transformation lifecycle on one portfolio and coach your leaders to own it.

Assess → Align → Execute → Sustain

1. Assess: confirm scope, baseline metrics, and current decision forums
2. Align: set the pilot charter, decision rights, and a 90-day governance calendar
3. Execute: run decision forums weekly, track value and risks, and clear dependencies
4. Sustain: hold monthly evidence reviews, capture wins, and hand off the runbook

Everything is sized for SMEs and uses your current tools.

Named deliverables you will keep and use.

• Pilot Charter & Scope (objectives, portfolio, success measures)
• Decision Ecosystem Map (forums, owners, inputs, escalation)
• Governance Calendar (90 days) with weekly forums and a monthly evidence review
• Value Backlog with targets, owners, and simple evidence per item
• Adoption Plan (who must use what by when; participation and proficiency checks)
• Decision Forum Pack (agendas, inputs, decision rights, scripts)
• Risk / Change / Benefits Playbooks integrated with the portfolio
• Reporting Pack (status, value, risk, schedule; variance rules)
• Resource & Dependency View Lite for the pilot portfolio
• Decision Log tied to items with dates and next steps
• Runbook to operate the TMO after the pilot

Acceptance criteria so you know it worked.

• Pilot charter approved with owners and dates
• Decision forums running weekly with recorded outcomes
• Monthly evidence reviews held with actions closed within 5 business days
• Decision latency down vs baseline for at least two key forums
• Value realization visible (evidence attached to target items)
• Cross-team conflicts resolved in forum using resource/dependency views
• Runbook handed off and used by named owners

• Finalize charter, scope, and governance calendar
• Baseline metrics: decision latency, value, adoption, schedule reliability
• Stand up decision forums and reporting pack

• Operate weekly forums and the monthly evidence review
• Capture decisions in the log; make first value tradeoffs
• Tune inputs, variance notes, and escalation paths

• Use resource and dependency views to clear conflicts
• Link risk, change, and benefits to portfolio decisions
• Show early wins on latency and value evidence

• Prove acceptance criteria and close gaps
• Publish the pilot runbook and next-quarter plan
• Executive readout with decisions and dates captured

• Short, focused working sessions; we facilitate early forums and then step back
• Leaders learn by doing; managers update items and variance notes themselves
• We design for your capacity and current tools—no big software change

Within the first quarter pilots typically see:

• Faster cross-functional decisions recorded in the forum
• Fewer collisions and stop–starts across teams
• Value and adoption discussed monthly with evidence
• Clearer tradeoffs between run, grow, and transform work

• Executive Sponsor: approves scope and clears obstacles
• TMO Lead (pilot): runs cadence and evidence reviews
• Forum Owners: chair decision forums and record outcomes
• Value Owner: defines measures and tracks evidence monthly
• Portfolio Coordinator: maintains views and the decision log

Role cards included.

We track a small set of signals for the pilot.

• Decision Latency: request to decision by forum
• Value Realization: delivered vs target with simple evidence
• Adoption: participation and proficiency in the change areas
• Schedule Reliability & Throughput: for pilot items
• Risk Trend: top risks tied to decisions and actions

• Before: TMO Readiness Scan to set scope and baseline
• After: Fractional TMO Advisor to sustain and scale; integrate with finance, risk, and value

Do we need a PMO first?
A basic portfolio cadence helps. We tailor the pilot to your current state.

How much time does this take?
Expect 3–5 hours per week from the core group during the pilot.

Will we need new software?
No. We use your current tools and add only what the cadence needs.

Can we scale this after the pilot?
Yes. We leave a runbook and can advise as you expand to additional portfolios.