All case studies Case 05 / 06
Part of: Leadership & People Management
PMO Leadership

PM Performance & Growth System

A 5-level grading ladder, a 50-competency matrix, and a quarterly review cycle that turn PM growth into a transparent, governed system — not a manager's gut call.

Role
Head of PMO — designed and owns the framework
Timeline
Feb 2025 — Sep 2026
Company
CRMiUM
Competency MatrixGrading SystemPerformance ReviewPDPEVM
01 — Context

No system to grow against

There was no formal system anywhere in the company for evaluating or growing employees — PM or otherwise. Development depended entirely on individual initiative, with no shared standard for what "good" looked like at each level.

02 — My Role

Built it, then ran it.

Design the framework

Built the competency matrix, grading system, review process, and certification — all from scratch, the first of their kind in the company.

Run it quarterly

Personally run quarterly performance reviews and PDP planning for every PM.

03 — Challenge
01

PM role itself was undefined — no clear scope of responsibility to measure performance against.

02

No development system existed at all — growth depended entirely on individual initiative.

03

PMs didn't communicate with each other — no knowledge sharing, no peer feedback.

04

No company-wide precedent to build on — this had to be designed from a blank page.

04 — Solution

One growth cycle, four connected pieces.

Piece 01

Competency Matrix

50 competencies across 4 categories, scored against all 5 grades — built on three layers.

  • PMBOK competencies — scope, schedule, resources, risk, communications
  • Company requirements — certifications, tool proficiency, English level
  • Demonstrated performance — quality of delivery, ownership, initiative
Piece 02

Grading System & Certification

Promotion runs on a fixed governance process, not ad hoc.

  • Formal review once a year for every PM, plus a voluntary review no more than once every 6 months — assessed jointly by the Head of PMO, Head of Delivery, and HR
  • New hires get a formal grading assessment after a 2-month probation, instead of keeping whatever title they arrived with
  • Grade ties directly to financial KPIs/bonus and development requirements; every promotion comes with a custom certificate I designed myself
Piece 03

360° Quarterly Performance Review

Team, manager, and client (CSAT) feedback combined into one weighted score across 5 competency blocks, backed by real Earned Value Management data (SPI/CPI). Delivered in person with a narrative — quotes, growth areas, a manager's note — not just a number.

Piece 04

Individual Development Plans (PDP)

Built directly from that quarter's review: specific goals per focus area, an action plan with deadlines, curated learning resources, and measurable success KPIs — closed out with a self-assessment and a final manager evaluation.

Project Coordinator
Administrative and organizational support across projects
Project Manager I
Leads simple projects, or parts of larger ones, with mentoring
Project Manager II
Independently runs mid-size projects end to end
Project Manager III
Leads large or complex projects, or several projects at once
Senior PM / Project Lead
Strategic role: mentoring, process ownership, cross-portfolio impact
05 — Results
0% PM team covered by the framework
0 levels grading system with joint governance for promotions
0 × 4 × 5 competencies × categories × grades — fully quantified
0 year framework running and iterating
0+ performance reviews and PDPs delivered
06 — Skills
Competency Framework DesignPerformance Management System DesignGrading System DesignCareer Path DesignEVM/EVA