# PMO Pilot

> PMO Pilot is an AI add-in for Microsoft PowerPoint (Windows, Mac and PowerPoint for the web). It turns project status notes, emails, meeting transcripts and Excel/CSV plans into editable timelines, roadmaps, Gantt charts and 32 program-management diagrams (IPS board, critical path network, RACI, fishbone, risk heat map, stage-gate and more), drawn as native PowerPoint shapes. When dates change it updates the slide and keeps the user's manual tweaks (Smart-Lock).

Website: https://getpmopilot.com/
Status: heading to Microsoft AppSource; early access by email (hello@getpmopilot.com).
Not affiliated with Microsoft.

## What it does
- Reads unstructured text (notes, emails, transcripts) and extracts tasks, dates, owners, status and dependencies; every inferred date is shown for review before anything is inserted.
- Imports Excel/CSV with common column names (task, start, finish, owner, status, % complete, predecessors) without column mapping; spreadsheets are read on the user's computer.
- Lays out labels so they do not overlap; swimlanes, dependencies, baselines and a Today line.
- Smart-Lock: labels moved or colors changed by hand survive data updates.
- Critical path: follows dependencies back from the finish and outlines the driving chain in red.
- Split across slides: one slide per workstream, or pages of rows that fit, all on the same timescale.
- Download CSV: the plan (tasks, dates, owners, status, baselines, dependencies) as a file Excel or MS Project can open. Imports recognise MS Project, Jira, Smartsheet and Asana column names.
- Applies the deck's theme fonts and colors, or a palette read from a company website.
- Program layer: scenarios (what-if plans), plan vs actual, monthly program review slide, status slide, executive summary, FMEA risk table.
- 32 program diagrams that calculate: workstream totals and critical path (IPS board, CPM), weighted decision scores, risk ratings, RACI checks, value-stream lead time.

## Plans (USD, launch pricing)
- Free: $0 — unlimited timelines from Excel/CSV, 3 AI timelines and 10 AI edits a month, 15 timeline looks, 12 diagrams (at least one per category), Smart-Lock.
- Pro AI allowance: 100 AI timelines and 300 AI edits a month (lifetime licence: 50 / 150).
- Pro · monthly: $12 (Cancel anytime)
- Pro · annual: $99 (Save 31%)
- Pro · lifetime: $249 (Pay once, all future templates, 50 AI timelines a month)
- 7-day Pro pass: $9 (For one big deck, no subscription)
- Team · per user / year: $180 (Min. 3 seats, shared brand kits)
- 14-day Pro trial for new users; 30-day money-back on annual and lifetime plans; code SWITCH50 for people switching from another timeline add-in; 50% off for education and non-profits.

## Privacy
Timeline data is stored inside the PowerPoint file. Text sent for AI parsing is used only for that request, not stored, and not used to train models. Privacy policy: https://getpmopilot.com/legal/privacy

## Templates
Hub: https://getpmopilot.com/templates

### Program diagrams
- [IPS Board (Intensive Planning Session)](https://getpmopilot.com/diagrams/ips-board) (Pro): Goal, inputs by function, workstreams of task cards with owners and durations, totals per workstream, critical path, outputs.
- [Critical Path Network (CPM)](https://getpmopilot.com/diagrams/cpm-network) (Pro): Activity-on-node network with early/late start, float and the critical path highlighted.
- [Work Breakdown Structure](https://getpmopilot.com/diagrams/wbs) (Free): Numbered WBS: deliverables and work packages with owners, compact enough for real projects.
- [Project Charter (one page)](https://getpmopilot.com/diagrams/project-charter) (Pro): Purpose, goals, scope, milestones, team, budget, risks and stakeholders on one page.
- [Pre-Mortem](https://getpmopilot.com/diagrams/premortem) (Pro): Imagine the project failed: what went wrong, early warning signs, prevention and owners.
- [Fishbone — 6M (Ishikawa)](https://getpmopilot.com/diagrams/fishbone-6m) (Free): Cause-and-effect diagram with People, Machines, Methods, Materials, Measurement and Environment.
- [Fishbone — Process & IT](https://getpmopilot.com/diagrams/fishbone-process) (Pro): Cause-and-effect for service, software and business processes: people, process, technology, data, tools, vendors.
- [5 Whys Root Cause](https://getpmopilot.com/diagrams/five-whys) (Pro): Why-why tree from the problem to root causes, with countermeasures on each root cause.
- [A3 Problem-Solving Report](https://getpmopilot.com/diagrams/a3-report) (Pro): Background, current condition, target, root cause, countermeasures, plan and follow-up on one page.
- [PDCA Cycle](https://getpmopilot.com/diagrams/pdca) (Pro): Plan, Do, Check, Act around a clear improvement goal.
- [Risk Heat Map (5 × 5)](https://getpmopilot.com/diagrams/risk-heatmap) (Pro): Likelihood × impact grid with risks plotted by ID, plus a scored risk register.
- [Weighted Decision Matrix](https://getpmopilot.com/diagrams/decision-matrix) (Pro): Criteria × options with weights, 1–5 scores, weighted totals and the winner highlighted.
- [Decision Tree](https://getpmopilot.com/diagrams/decision-tree) (Pro): Decisions, chance events with probabilities and outcomes — expected value at a glance.
- [Impact / Effort Prioritization](https://getpmopilot.com/diagrams/impact-effort) (Free): Quick wins, major projects, fill-ins and money pits — items placed by score.
- [RAID Board](https://getpmopilot.com/diagrams/raid-board) (Pro): Risks, assumptions, issues and dependencies with owners on one slide.
- [RACI Chart](https://getpmopilot.com/diagrams/raci) (Free): Who is Responsible, Accountable, Consulted and Informed — checks one Accountable per row.
- [Stakeholder Map (Power / Interest)](https://getpmopilot.com/diagrams/stakeholder-map) (Pro): Manage closely, keep satisfied, keep informed, monitor — stakeholders placed by score.
- [Program Governance Structure](https://getpmopilot.com/diagrams/governance-structure) (Pro): Steering committee, program office and workstreams with leads and meeting cadence.
- [Communication Plan](https://getpmopilot.com/diagrams/comms-plan) (Pro): Audience, what they need, channel, frequency and owner.
- [Decision Request (SteerCo)](https://getpmopilot.com/diagrams/decision-request) (Free): The ask, options, recommendation and impact — built to get a decision in the meeting.
- [SWOT Analysis](https://getpmopilot.com/diagrams/swot) (Free): Strengths, weaknesses, opportunities and threats, internal vs external.
- [OKR / Goal Cascade](https://getpmopilot.com/diagrams/okr-cascade) (Pro): Objective → key results → initiatives with owners, so every project traces to a goal.
- [Portfolio Value / Risk Matrix](https://getpmopilot.com/diagrams/portfolio-matrix) (Pro): Projects placed by strategic value and risk: invest, strategic bets, maintain, reconsider.
- [Issue Tree (MECE)](https://getpmopilot.com/diagrams/issue-tree) (Free): Break a key question into mutually exclusive, collectively exhaustive drivers.
- [Stage-Gate Process](https://getpmopilot.com/diagrams/stage-gate) (Free): Stages with key deliverables and the gate criteria between them.
- [Now / Next / Later Roadmap](https://getpmopilot.com/diagrams/now-next-later) (Free): Outcome-based roadmap board without dates: what we're doing now, next and later.
- [Kanban Board](https://getpmopilot.com/diagrams/kanban) (Pro): To do, in progress, review, done — cards with owners, blocked items flagged.
- [Retrospective (Start / Stop / Continue)](https://getpmopilot.com/diagrams/retro) (Free): What went well, what to improve, and actions with owners.
- [SIPOC](https://getpmopilot.com/diagrams/sipoc) (Free): Suppliers, inputs, process, outputs and customers of a process on one slide.
- [Value Stream Map](https://getpmopilot.com/diagrams/value-stream) (Pro): Process steps, cycle times and waits, with lead time, value-added time and PCE calculated.
- [Design Controls Waterfall](https://getpmopilot.com/diagrams/design-controls) (Pro): User needs → design input → design process → design output → device, with reviews, verification and validation.
- [8D / CAPA Report](https://getpmopilot.com/diagrams/capa-8d) (Free): Eight disciplines from team and containment to root cause, corrective and preventive action.

### Timeline looks
- [Classic](https://getpmopilot.com/timelines/classic) (Free): The default look: clean bars, labels above, month scale.
- [Executive Minimal](https://getpmopilot.com/timelines/executive-minimal) (Free): Lots of white space, thin pills, no clutter. For steering committees.
- [Consulting Navy](https://getpmopilot.com/timelines/consulting-navy) (Pro): Navy scale band, workstream lanes, labels inside bars. Board-deck ready.
- [Product Roadmap](https://getpmopilot.com/timelines/product-roadmap) (Free): Rounded bars in banded lanes by team, quarters over years. Now / next / later.
- [Detailed Gantt](https://getpmopilot.com/timelines/detailed-gantt) (Free): One task per row with a name column, dates, duration and % complete. For PMs.
- [Phase Chevrons](https://getpmopilot.com/timelines/phase-chevrons) (Free): Big chevrons that read as a process. Best for 3–8 phases.
- [Milestone Journey](https://getpmopilot.com/timelines/milestone-journey) (Pro): Flags and dates take center stage; tasks are thin guide lines.
- [Status RAG](https://getpmopilot.com/timelines/status-rag) (Pro): Colored by status (done / in progress / at risk / blocked) with a legend and progress fill.
- [Agile Sprints](https://getpmopilot.com/timelines/agile-sprints) (Free): Weekly scale over months, arrow bars in team lanes. For delivery reviews.
- [Midnight](https://getpmopilot.com/timelines/midnight) (Pro): Dark slide, bright accents. For keynotes and dark decks.
- [Print & Accessible](https://getpmopilot.com/timelines/print-accessible) (Free): Color-blind-safe palette, larger bold text, solid lines, legend. Prints well in grayscale.
- [Board One-Pager](https://getpmopilot.com/timelines/board-one-pager) (Pro): Centered title, generous spacing, big milestones with dates. Reads from the back of a boardroom.
- [Quarterly OKRs](https://getpmopilot.com/timelines/quarterly-okrs) (Pro): Quarters over fiscal years, objectives as lanes, status colors with a legend.
- [Portfolio Overview](https://getpmopilot.com/timelines/portfolio-overview) (Pro): Many projects on one slide: slim pills in banded program lanes, compact spacing.
- [Stage-Gate Review](https://getpmopilot.com/timelines/stage-gate) (Pro): Gates are the heroes: large dated diamonds over muted phase bars.
- [Critical Path Focus](https://getpmopilot.com/timelines/critical-path) (Pro): Solid dependency lines, status colors and elapsed time — where is the schedule at risk?
- [Plan vs Actual](https://getpmopilot.com/timelines/baseline-vs-actual) (Pro): One item per row, % complete fill and slip labels against the saved baseline.
- [Team Workload](https://getpmopilot.com/timelines/resource-lanes) (Pro): A lane per owner with labels inside bars — spot overloaded people at a glance.
- [Now · Next · Later](https://getpmopilot.com/timelines/now-next-later) (Pro): No exact dates — quarter band and theme lanes. Safe to show outside the company.
- [Release Train](https://getpmopilot.com/timelines/release-train) (Pro): Arrow bars per workstream with flagged release dates on a month / quarter scale.
- [Engineering Gantt](https://getpmopilot.com/timelines/engineering-gantt) (Pro): Weekly Gantt with a name column, durations, owners and dependencies.
- [PI Planning (SAFe)](https://getpmopilot.com/timelines/pi-planning) (Pro): Program increment view: weeks under months, team lanes, hexagon PI objectives.
- [Delivery Tracker](https://getpmopilot.com/timelines/delivery-burnup) (Pro): Progress fill inside every bar, elapsed time shaded, status colors.
- [Client Proposal](https://getpmopilot.com/timelines/client-proposal) (Pro): Chevron phases on a charcoal band with a subtitle — the 'how we'll get there' slide.
- [Implementation Plan](https://getpmopilot.com/timelines/implementation-plan) (Free): Workstream lanes with dates and owners on every bar — the working plan clients sign off.
- [3-Year Strategy](https://getpmopilot.com/timelines/strategy-3-year) (Pro): Halves over years, bold horizon lanes, no noise — for multi-year strategic roadmaps.
- [Design Controls (Phase Gates)](https://getpmopilot.com/timelines/design-control-gates) (Pro): Phase chevrons (concept → design → V&V → transfer) with dated design-review gates below.
- [Regulatory Submission](https://getpmopilot.com/timelines/regulatory-submission) (Free): Submission and agency milestones as flags with full dates; work shown as thin guide lines.
- [Clinical Study](https://getpmopilot.com/timelines/clinical-study) (Pro): Start-up, enrollment, follow-up and close-out lanes with status colors and a legend.
- [Verification & Validation](https://getpmopilot.com/timelines/vv-test-plan) (Pro): Test-by-test Gantt: name column, durations, % complete and status colors.
- [Launch Countdown](https://getpmopilot.com/timelines/launch-countdown) (Pro): Weeks to launch with a star on the big day, elapsed time and a Today marker.
- [Campaign Calendar](https://getpmopilot.com/timelines/campaign-calendar) (Free): A lane per channel or owner, months over quarters, rounded bars with dates.
- [Manufacturing Transfer](https://getpmopilot.com/timelines/manufacturing-transfer) (Pro): Industrial slate and amber: build/qualify/ramp lanes, status legend, square gates.
- [Facility & Construction](https://getpmopilot.com/timelines/construction-phases) (Free): Hard-hat amber on charcoal: arrow phases, square inspections, month scale.
- [30-60-90 Onboarding](https://getpmopilot.com/timelines/onboarding-30-60-90) (Free): Friendly pills by week, owners shown, circles for check-ins.
- [Event Plan](https://getpmopilot.com/timelines/event-plan) (Pro): Countdown to the event day with a star, weekly scale and owner lanes.
- [Graphite](https://getpmopilot.com/timelines/graphite) (Free): Warm graphite background, soft pastel bars, amber milestones.
- [High Contrast](https://getpmopilot.com/timelines/high-contrast) (Free): Black text, 14 pt labels, thick bars, solid lines — maximum legibility (WCAG AAA-level text).
- [Grayscale Print](https://getpmopilot.com/timelines/grayscale-print) (Free): Prints cleanly without color: gray tones, shapes and the legend carry the meaning.