Below are some resources created by the VPFO Project Management Office to help you get started on your project.
Continuous Improvement Project Intake Form
The Project Intake Form is an important part of our process. It captures the most relevant information about your continuous improvement project and gives us a better understanding of the scope of your project and the support you would require from us.
If you have any questions about the Project Intake Form, please contact the VPFO Project Management Office.
Access the Project Intake Form
Business Intelligence Reporting Intake Form
One of the services we offer is data tracking and reporting. The intake form allows our Business Intelligence team to gather context in just a few simple questions and gain a clear understanding of how they can help.
If you have any questions about the Business Intelligence Form, please contact the VPFO Project Management Office.
Access the Business Intelligence Form
Project Prioritization and Change Management Matrices
These templates should be used to assess and prioritize the delivery of up to three different projects.
Download the Project Prioritization and Change Management Matrices – Excel
Project Charter – PowerPoint Template
A one-page template to be updated by the project manager, using information captured in the Project Intake Form. The Project Charter will be used to present a new project summary information to the Governance Committee for evaluation.
Note: The Project Charter is also included as part of the project kick-off template below.
Project Governance & Team Structure – PowerPoint Template
The standard Operational Excellence PowerPoint template to be used by project managers to show the members of a project’s steering group, project team, and reference group.
Note: The Project Charter is also included as part of the project kick-off template below.
Download the Project Governance & Team Structure Template
High-Level Project Plan – PowerPoint Template
Use this high-level project plan to provide an overview of timelines to your governance group, and other key stakeholders. For a more detailed version, use the Project Plan – Excel Template below, or for more sophisticated project plans, MS Projects.
Note: The Project Charter is also included as part of the project kick-off template below.
Download the High-Level Project Plan Template
Detailed Project Plan – Excel Template
The project plan uses Gantt charts to schedule and monitor specific tasks and resources over a project’s lifespan. The visualization allows employees to get ahead of deadlines, track progress, and identify project milestones. This project plan version in excel is an alternative for users who are not familiar with MS Projects. For more sophisticated project plans, we recommend that you use MS Projects instead. Please contact UBC IT if you’d like to have MS Projects installed on your computer.
Download the Project Plan Template
Operational Excellence Project Risks Matrix
This template should be used to highlight the top 3~5 project risks. There are two versions available in PowerPoint and Excel formats.
Note: The Project Charter is also included as part of the project kick-off template below.
Download the Project Risks Matrix – PowerPoint
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Download the Project Risks Matrix – Excel
Project Action and Issue Log – Excel Template
Project managers can use this template to facilitate the follow-up and tracking of all project-related actions and issues by priority and status.
Download the Project Action & Issue Log Template
Business Process Review Action and Issue Log – Excel Template
Use this template to facilitate the follow-up and tracking of a business process review related actions and issues by priority and status.
Download the Business Process Review Action and Issue Log Template
Operational Excellence Business Case – Excel Template
This is the standard Operational Excellence business case template for project managers to evaluate potential net financial savings and payback in years for continuous improvement initiatives.
Download the OpEx Business Case Template
Operational Excellence – PowerPoint Template
This is the standard Operational Excellence PowerPoint template for project managers to use in their presentations.
Download the OpEx PowerPoint Template
Operational Excellence Project Kick-Off PowerPoint Template
This is the standard Operational Excellence PowerPoint template designed for project managers to kick off a new project and align all Steering Committee and project team members towards the same goals and expectations.
Download the OpEx PowerPoint Template
Change Management Toolkit
Change management consists of strategies designed to support people as they transition through change. It is important to determine the size and level of change before delivering a project, as it helps determine the most effective change tools and techniques.
UBC Human Resources Organizational Change and Transition team offers tools, information, and support on change management.