Large-scale financial services programmes fail not because individual workstreams are poorly managed, but because the programme-level governance — dependencies, decisions, benefits, cross-cutting risks — isn't structured for the complexity involved. This toolkit gives you the operating framework for programmes with 3+ workstreams.
Whether you're running a regulatory transformation, a core system migration, or a post-merger integration, the governance patterns are the same. This toolkit captures them in reusable, production-ready templates.
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Programme management is fundamentally different from project management. A project has a single delivery team and a single scope. A programme coordinates multiple interdependent workstreams, manages benefits that no single project owns, and navigates political dynamics that span divisions and sometimes organisations. Yet most programme managers try to scale project-level tools to programme-level complexity — and wonder why governance breaks down.
This toolkit is built from the ground up for programme-level concerns: cross-workstream dependencies, aggregate risk, benefits tracking across a portfolio, and steering committee reporting that drives decisions rather than consuming time. It's been shaped by experience running programmes in banks, asset managers, and market infrastructure firms across the Netherlands and Europe.
Multi-workstream planning framework covering phases, milestones, dependencies, and critical path across 3–10+ concurrent workstreams. Includes rollup views for steering committee and detailed views for workstream leads. Designed to stay current — not become a shelf document after month one.
Structured approach to identifying, tracking, and resolving cross-workstream and external dependencies. Includes dependency register, impact assessment, escalation triggers, and the meeting cadence that keeps dependencies visible. The #1 reason programmes miss milestones is unmanaged dependencies.
Benefits mapping, measurement, and tracking framework covering financial benefits (cost savings, revenue), operational benefits (efficiency, risk reduction), and strategic benefits (capability, compliance). Includes baseline measurement templates and the governance to ensure benefits are actually realised after go-live.
Pre-formatted steering committee reporting pack covering programme status, milestone tracking, risk/issue summary, financial tracking, and decision requests. Designed to be completed in under 2 hours and read in under 10 minutes. Includes standing agenda template and action log.
Visual programme dashboard consolidating status across all workstreams, budget tracking, resource utilisation, risk exposure, and milestone progress. One-click refresh from workstream inputs. The view that programme directors and C-level sponsors actually need.
Formal change control process covering scope changes, timeline changes, and budget changes. Includes change request forms, impact assessment templates, and the approval workflow that prevents scope creep while remaining responsive to legitimate business needs.
Capacity planning spreadsheet covering resource demand by workstream, allocation conflicts, and utilisation forecasting. Particularly relevant for financial services programmes where key SMEs (compliance, risk, architecture) are shared across multiple initiatives.
Programme managers and programme directors running multi-workstream initiatives in financial services. PMO heads who need a consistent governance framework across their portfolio. CTO/COO offices establishing programme management standards. And interim programme managers who need to stand up governance fast when joining a new engagement.
The templates are designed for programmes with 3–10 workstreams. For larger programmes (10+), the framework still applies but you'd typically add a programme office layer. The Portfolio Dashboard scales to 15+ workstreams without structural changes.
Yes. Programme governance is methodology-agnostic — whether individual workstreams use Scrum, Kanban, or waterfall, the programme-level concerns (dependencies, benefits, steering) remain the same. The templates accommodate both iteration-based and phase-based planning within workstreams.
All templates are in Microsoft Office format (Word, Excel, PowerPoint). No specialised tools required. The Dashboard uses Excel formulas and conditional formatting — no macros or VBA. It's designed to work in environments where PPM tools aren't available or are being evaluated.
Absolutely — they're designed to complement each other. Use the Project Initiation Pack for each individual workstream setup, and the Programme Governance Toolkit for the programme-level overlay. Contact us for bundle pricing.