Below are the program management templates and resourcces 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.

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

OPERATIONAL EXCELLENCE SPECIFIC PROJECT MANAGEMENT TEMPLATES

NUMBERTEMPLATEEDITABLE FORMATPDF
1 OE Results Delivery Change Management Checklist Results Delivery Change Management Checklist editable version (Word) Results Delivery Change Management Checklist PDF
2 OE Project Change Management Plan Project Change Management Plan editable version (PowerPoint) Project Change Management Plan PDF
3 OE Results Delivery Impact Assessment Results Delivery Impact Assessment editable version (Word) Results Delivery Impact Assessment PDF
4 OE Project Communications Plan Template Results Delivery Impact Assessment editable version (Word) Project Communications Plan Template PDF
5 OE Project Financial Report Project Financial Report editable version (PowerPoint) Project Financial Report PDF
6 OE Project Status Report Project Status Report editable version (Word) Project Status Report PDF
7 OE Project Status Report - Instructions Project Status Report - Instructions editable version (Word) Project Status Report - Instructions PDF
8 OE Staffing Status Report Staffing Status Report editable version (Word) Staffing Status Report PDF