Project Management Tools

Building a standardized and disciplined methodology

The Operational Excellence (OE) Program Office is currently collaborating with the following UC Berkeley program offices and departments to aggregate and standardize best practices for project management across campus: Technology Program Office (TPO); Student Affairs Information Technology; Education Technology Services; Learning + Organizational Development; and Office of Planning and Analysis.   Currently, each office employs somewhat different methodologies for organizing and managing resources to complete projects within a defined scope, timeline, and budget. The Project Management Work Group is in the process of integrating the best tools and resources for delivering consistently excellent project outcomes.

This work group initiative evolved from the joint expertise of the OE Program Office and the TPO, who have employed rigorous methodology to support project managers throughout the project lifecycle—from the initial discussion to the project initiation through the final delivery, project closure, and transition to operations. 

UC Berkeley Project Management Templates

Below we list the resources that currently comprise the disciplined approach to program management for all OE Program projects. The templates are provided in an editable form (as well as in PDFs), so you can customize them to meet specific needs; also available for download are guides that promote success for campus project teams.

We encourage you to check back frequently as the Project Management Work Group will be generating a new set of tools and resources that reflect the shared expertise of our campus’ project management professionals.  For additional information on the OE Program Office’s approach to project management and a complete menu of our services, click the link to What We Offer.

NUMBER	TEMPLATE	EDITABLE FORMAT	PDF
1	Project Methodology at UC Berkeley
2	Initial Sponsor Interview
3	Initial Sponsor Interview - Instructions
4	Project Charter Template
5	Project Charter Template - Instructions
6	Project Overview Plan
7	Work Plan (schedule) - Simple
8	Work Plan (schedule) - Medium
9	Work Plan (schedule) - Complex
10	Distribution Groups and Meetings
11	Distribution Groups and Meetings - Instructions
12	Change Risk Assessment
13	Risk Plan - Instructions
14	Risk Register
15	Change Control Process
16	Change Control Process - Instructions
17	Change Control Log
18	Metrics Assessment Plan
19	Acceptance Report
20	Acceptance Report - Instructions
21	Closeout Report
22	Closeout Report - Instructions
23	Lessons Learned
24	Project Management Glossary

Operational Excellence Specific Project Management Templates

NUMBER	TEMPLATE	EDITABLE FORMAT	PDF
1	OE Results Delivery Change Management Checklist
2	OE Project Change Management Plan
3	OE Results Delivery Impact Assessment
4	OE Project Communications Plan Template
5	OE Project Financial Report
6	OE Project Status Report
7	OE Project Status Report - Instructions
8	OE Staffing Status Report