Welcome to the Berkeley BPM Playbook

The Berkeley BPM Playbook is designed to guide you and your team through Project Management, Change Management, Process Improvement and Strategic Planning.

The Playbook is curated with a repository of actionable GuidesBest Practices, and Microlearnings.


Things to Keep in Mind

It's essential to emphasize that various methodologies and approaches exist for this type of work. Our collective experience has shown that the concepts, tools, and templates presented in this BPM Playbook constitute the fundamental and often minimal requirements for the success of a project, change management, process improvement, or strategic plan. Recognizing the diversity among organizations and departments, adjustments may be necessary based on unique circumstances and needs.

FAQ'S

WHAT IS A GUIDE?

GUIDES are actionable guides and dynamic tools for success, empowering you to tackle intricate projects, drive effective change, and optimize your workflow. Developed, tested and refined by the Business Process Management Office at UC Berkeley, they offer proven strategies for achieving your goals.

WHEN TO USE THE GUIDES

Anytime! The materials in this Playbook are for individuals at any skill or experience level. Whether you're a newcomer to project management, a seasoned project manager, interested in applying change management principles, keen on making process improvements, or curious about constructing an actionable true north strategic plan, these resources are designed to assist you in broadening your skill set.

ADDITIONAL RESOURCES

Templates, tips and best practices are provided in each GUIDE. You can also access them separately at the links below.

We also have Office Hours every Wednesday and a Process Champion Network (PCN), which is a lage community of individuals that come together to learn and support each other.  

In addition, training courses for more advanced concepts in these areas will be available soon. 

Introducing BPM Playbook


Project Management

Project Management 

These GUIDES are designed to help you lead a project and influence change at your organization.

Templates, tips and best practices are included at every stage of the project lifecycle to help you get started today. 

Lets Get Started


Change Management

Change Management

These GUIDES are designed to help you drive the success of change initiatives by supporting people throughout their change journeys.

Templates, tips and best practices are provided to help you get started today. 


Process Improvement

Process Improvement

These GUIDES are designed to help you lead process documentation sessions and process pain and waste sessions.

Templates, tips and best practices are provided to help you get started today. 


Strategic Planning

Strategic Planning

These GUIDES are designed to help you lead strategic planning exercises and determine growth metrics for your organization.

Templates, tips and best practices are provided to help you get started today. 

Let's Get Started