A leading energy distribution company and one of the largest independent owners of gas stations and convenience stores in the U.S. Northeast had a Project Management Office (PMO) that was successfully leading complex projects but lacked clear boundaries and strategic positioning. We helped them assess their structure, redefine their purpose, and build a roadmap to evolve into a Strategy Delivery Office aligned with enterprise goals.
Client: Energy Distribution Company
Scope: Organizational assessment and redesign of the Project Management Office
Focus Areas: PMO Maturity, Organizational Structure, Strategy Alignment
Results: Delivered a comprehensive assessment and roadmap to evolve the PMO into a Strategy Delivery Office within six weeks
Despite strong executive support, the PMO faced growing pains that limited its ability to focus on strategic value. The team was seen as the “doers” of the organization, frequently absorbing work outside their intended scope. Meanwhile, the senior leader overseeing the PMO struggled to provide dedicated mentorship to each team member due to a flat structure and competing executive demands.
Key challenges included:
Undefined roles and unclear boundaries for the PMO’s scope of work
Perception of the PMO as a tactical support team rather than a strategic enabler
Lack of time and structure for staff development and mentorship
Need for a formal assessment to justify organizational changes and budget requests
Given the organization’s six-week deadline to prepare recommendations for budget planning, we accelerated our standard 90-day engagement into a focused, high-impact process. Our approach combined in-depth interviews, document analysis, and structured facilitation to uncover both strengths and growth opportunities.
Through conversations with team members, executives, and stakeholders, we identified the existing gaps between current operations and the desired future state. We then conducted a comprehensive review of PMO artifacts, templates, and procedures and facilitated a SWOT analysis to synthesize insights. Based on these findings, we recommended transitioning from a traditional PMO to a Strategy Delivery Office, realigning the team’s purpose, structure, and branding with the organization’s strategic direction.
Key actions included:
Conducted interviews with PMO staff, executives, and stakeholders
Reviewed project templates, documentation, and governance processes
Facilitated a SWOT analysis to identify strengths, weaknesses, and opportunities
Recommended organizational redesign and role clarity for the new SDO
Delivered actionable recommendations within a six-week accelerated timeline
In just six weeks, the organization received a clear and actionable roadmap for transforming its PMO into a Strategy Delivery Office. The recommendations redefined roles and responsibilities, clarified service boundaries, and positioned the team as a strategic partner to the business. The engagement not only prepared leadership for budget discussions but also gave the team a vision for its next phase of growth.
Key results included:
Defined the path to evolve the PMO into a Strategy Delivery Office
Clarified team roles, boundaries, and focus areas
Shifted perception from tactical execution to strategic enablement
Accelerated a 90-day process into six weeks without compromising quality
Delivered a data-driven foundation for future investment and team development
This engagement laid the groundwork for sustainable growth and a stronger connection between strategic intent and delivery execution, empowering the organization to operate with greater focus, accountability, and impact.
