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Case studies and other resources

Case studies

The Projects and Change Management Group is seeking to promote best practice by publishing case studies provided by our members.  The Group is seeking examples of work that you are willing to share with the community in the following areas:

  • Project, programme and portfolio management frameworks and methodologies
  • Business process improvement principles, methodologies, tools and techniques
  • Programme, project and change governance  
  • Developing business cases and carrying out options appraisal
  • Setting up and maintaining a successful Project Management Office (PMO)
  • Effective stakeholder communication and engagement
  • Resource management, capacity planning and cost estimation
  • Benefits management and realisation
  • Project to service transition and project sustainability
  • Emerging techniques such as agile project management and user stories
  • Enabling tools and technologies for project and change management

Case studies can take the form of a project success story or be a focused study on a particular process, tool or technique that you have used successfully at your institution.  Case studies will be formatted into the UCISA house style.  Guidelines will be provided.

Initially, however, the Group would like to hear from you so if you have anything you want to share please let us know!


Other resources

Effective Benefits Management for IT and Business Change Projects
This toolkit aims to provide an overview of the principles behind Benefits Realisation and some basic tools for use in projects in HE and other sectors, while providing some signposts to more sophisticated techniques that are available should a project require them. Benefits management aims to ensure that benefits that have been identified at the start of a project are realised and that any benefits that emerge as the project progresses are properly exploited. As many project benefits are not realised until after the project is closed it is important that appropriate structures are put in place to monitor benefits realisation post project.

It is available to download from the Publications library

Establishing a PMO in an HE environment
This guide provides guidance for higher education institutions considering establishing a Project Management Office (PMO) function.  It includes advice on designing your PMO and on implementation as well as providing a set of example artefacts.  This guide particularly addresses the situation where the PMO is looking after business change and IT projects only, rather than a joint Estates/IT PMO, although much of the following will be applicable in both cases.

This guide forms part of a set of UCISA Project and Change Management publications including the Major Project Governance Assessment Toolkit and the guide to Effective Risk Management for IT and Business Change Projects and is intended to be used in conjunction with them.

It is available to downloaded from the Publications library 
Effective Risk Management guide
UCISA’s Project and Change Management Group have published a guide to effective risk management for IT and business change projects. The guidance is relevant for projects being managed and delivered using any methodology and is complementary to the UCISA Major Project Governance Assessment Toolkit.

It is available to downloaded from the Publications library 

Major Project Governance Assessment Toolkit
Universities and colleges are constantly undertaking significant change activities. These activities will typically be managed using existing institutional project and change management processes. Often, however, there is a lack of consistency and rigour in the governance approach. This can lead to significant cost overruns and project failure when confronted with the challenges of a major change project. Major Projects require a more rigorous approach to governance and project management to deliver success.

It is available to download from the Publications library

There is increasing use of cloud-based services in Project and Change management, such as Trello, Skype and Doodle, often in conjunction with Google Apps. The PCMG Committee has developed a range of mini-toolkitsto help people use these services more effectively:

    These have been made available through Google docs to allow downloading for local use and for colleagues to suggest improvements and so keep the documents current and relevant. Our thanks to the University of Sheffield for their initial work in developing these documents.

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