Helping you deliver initiatives

‌‌‌‌‌‌‌‌‌‌Below are a range of tools available to support the management of an initiative through its lifecycle. The tool are linked to the gateways outlined within the Working with us pages.

For further support in relation to the templates and guidance please contact strategicdeliveryunit@exeter.ac.uk

Document Name Description Template
Business Case

The business case template structures investment proposals in the University approved format required to evaluate an initiative. The same template is required for the Strategic Outline Case, Outline Business Case and Full Business Case.

Additional guidance can be found in this document - Business Case Guidance

Business Case Template
Business Case - Small Initiatives The small initiatives template is appropriate for initiatives not exceeding £250,000 of investment above plan. The content is based upon the same structure as the Business Case template. Business Case - Small Initiatives Template
Project Charter High level statement of the scope, objectives, critical success factors and key stakeholders for a project. Each of the areas in the charter are covered in more detail in other documents. Project Charter
Project Plan - High Level High level visual project plan designed to show the main activities required within the delivery of the initiative and the timelines. Project Plan - High level
Project Plan - Detail A detailed project plan to track individual tasks, responsible person and status of work. Project Plan - Detailed
C‌ommunication and Stakeholder Engagement Plan

Used as a guide to the strategy development and delivery of communication and sponsorship efforts throughout the project. As a working document it is updated periodically as audience's needs change and explains how to convey the right message, from the right communicator, to the right audience, through the right channel, at the right time.

Additional guidance can be found in this document - Communications Planning Overview

Communication and Stakeholder Engagement Plan Template
Initiative Closure For completion at gateway 4 Implementation and Cut- over to business as usual in order to evaluate the operation of the initiative. Initiative Closure
Terms of Reference For use summarising the membership and responsiblities for all governance groups within an initiative. Terms of Reference
VCEG Coversheet Coversheet required to be completed for papers being submitted to VCEG. (From the VCEG page the link is found under Guidance on Drafting Papers). Vice-Chancellor’s Executive Group
SDG Coversheet Coversheet required to be completed for papers being submitted to SDG. SDG Coversheet Template
CIG Coversheet Coversheet required to be completed for papers being submitted to CIG. CIG Coversheet Template