Afternoon Session: Track 2

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Track 2: Project Management: Fundamentals for Success

This series of sessions will highlight the foundational components of project management and the importance of how we can effectively manage IT projects at UC Berkeley. Sessions will illustrate the value of various project management methodologies to achieving cost effective and timely ways to deliver IT services and products to our campus partners. Participants will gain a working knowledge of project management terminology, best practices, roles and responsibilities of the project team, and learn about tools and resources available to the campus community to continue exploring project management further. 

Track 2: Sessions

What is Project Management?

Create a Project Charter


Tuesday, July 18, 12:30 - 2 p.m.

Tuesday, July 18, 3 - 4:30 p.m.


Memorial Stadium, Innovation Lab

Memorial Stadium, Innovation Lab


Project management plays a crucial role in executing IT projects efficiently and effectively to create valuable services for the campus community. Find out what IT project managers do and the leadership and communication skills they need to be successful on campus.  Be introduced to different types of management practices including traditional and Agile approaches. Work with a small group of fellow staff to create a project scope statement to define the results that a project will produce. Hear about opportunities to learn more about project management and to receive training.

Learn how to create a project charter, the initiating document that defines the essence of a project. A project with a well-crafted charter is more likely to be successful because the process of creating it builds a common understanding among the project sponsor, team members, and key stakeholders, and the document serves as a contract between the sponsor and the team. Learn how to define project objectives to be achieved, the scope of work to be performed, the resources that the sponsor commits to provide, key constraints including deadlines that must be met, and the roles and responsibilities of the project participants.

Session Leaders

Jon Conhaim

Rich Meyer

Learning Outcomes

Upon completion, participants will:

  • Know what is a project and what is project management (PM).
  • Have an introductory understanding of PM practices and roles for traditional and Agile methodologies.
  • Know how to create a project scope statement to define deliverables and identify constraints, assumptions, and key factors for success.
  • Know how to create project story cards to define the work for an Agile Project.
  • Know about campus resources for project management including, and UC Berkeley Extension.
Know how to create a project charter using a campus charter template and how to define:
  • The project objectives to be achieved;
  • Scope of work to be performed;
  • Resources that the sponsor commits to provide;
  • Key constraints including deadlines that must be met;
  • Project Assumptions;
  • The Roles and Responsibilities of project participants.

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