Portfolio Examples

Each project is unique. No single tool, practice, process, or strategy is equally successful across all projects. What this means is that the approach taken on each project is different, and often depends on context, goals, available resources, progress to date, and the team’s readiness to use the results of the project. Despite this variability, the project management process groups (initiate, planning, execute, controlling & monitoring, closeout) are often useful for framing how a project should proceed.

The Project Management Body of Knowledge (PMBOK) integration tools are often crucial to incorporate team efforts across the enterprise. And yet not all of the integration tools are necessarily used for each project.

The following section provides a very brief overview (often just 1-2 sentences) of some of the projects that we have worked on. Each page includes a generic GANTT chart/project schedule outlining out how each project was structured.

BCMHA Emergency Planning Project

This facility project engaged facility stakeholders in the development of the emergency response plan, staff training, and facility upgrades (needed to implement the plan). Funding application and approval, site evaluation…

BCMHSUS PMO Standardization Project

This department project engaged the team to identify project management best practices, develop standardized templates to be used across projects, and establish expectations for stakeholders when engaging future projects. Standardization review,…

BCMHSUS Trauma Informed Practice Leadership & Development Initiative

This provincial project engaged primary stakeholders and facilities within BCMHSUS in their implementation, training, and development of TIP practices. Standards review; stakeholder engagement, communication, and status reporting; process mapping; risk analysis,…

BCMHSUS Website Project (Sharepoint)

This project engaged agency wide stakeholders to validate and develop the new BCMHSUS website architecture, content, and migration efforts. Content review and update; stakeholder engagement, communication, and training; software updates and…

Cisco Clinical Information Systems Project

This site project engaged programs staff and the Cisco team to identify, evaluate, and build a healthcare information and documentation program for the site. Vendor consultation, design of information architecture, collection…

Concert & Fundraising Projects

This site project engaged programs staff, volunteers, and committee members to facilitate a community based fundraiser and public relations campaign. Event coordination, communication, marketing, stakeholder engagement, branding, and fundraising. PMBOK Stages…

Dayforce Implementation & Training Project (timesheets)

This project engaged programs in the training, use, and troubleshooting of the new timesheet technology. Vendor consultation, software technology architecture design, requirements gathering, communication, stakeholder engagement, change management, and training. PMBOK…

Diversity & Inclusion (CARF recertification) Project

This project engaged agency wide stakeholders to confirm evidence based practices, reinforce existing practices, review policies and procedures, and to formalize & align efforts with the upcoming CARF recertification. CARF accreditation…

Franchise Acquisition & Evaluation Project

This project included financial and business model analysis, and identification of strategic opportunities to leverage immediate growth. Review business case, environment risks, profit & loss statements, and development of initial KPI’s….

Healthcare Clinical Information Systems Implementation & Training Project

This project engaged programs staff in consultation and implementation of the new healthcare clinical information software. Software technology architecture update, change management, communication, and training. PMBOK Stages Components & Outputs Initiation…

Legislative Analysis & Government Lobbying Project (Inter-Agency)

This project engaged stakeholders across companies to better understand existing and proposed legislation, evaluate impact, support member group advocacy, and lobby government representatives for improvements. Stakeholder engagement, legislative analysis & risk…

Marketing & Agency Video Development Project

This agency project engaged stakeholders and programs leadership to develop a cross agency marketing and public relations video. Stakeholder engagement, marketing & branding analysis, video development, communications, and community engagement. PMBOK…

Meals on Wheels Project

This project involved the evaluation, stakeholder consultation, presentation, and delivery of suggestions for implementing a service delivery model in the international community. Consultation and strategic planning around program development & expansion,…

Mountainside Service Line Development & Implementation Project

This project engaged agency wide stakeholders to develop, implement, and evaluate the new service line. Program development, analysis, risk management, and rollout. Communications, stakeholder engagement, training, and change management. Standards and…

MSOffice COTS Upgrade

This project include upgrading all of the MSOffice applications and employee training across 7 sites.  Includes change management, training, and communication. PMBOK Stages Components & Outputs Initiation (stage 1): Confirm…

NGO Registration & Strategy Development Project

This project included consultation regarding NGO registration, structure, risk assessment, and product development recommendations. PMBOK Stages Components & Outputs Initiation (stage 1): Collect Requirements Confirm Stakeholders  Planning (stage 2) Confirm…

Operations Policy Development & Implementation Project

This project involved agency staff, leadership, and the board to develop and implement the agency policy and procedures manual. Policy and procedure formalization, establishing standards, communication, information storage and retrieval, training…

Operations Policy Development & Implementation Project

This site project engaged programs staff to draft and implement the policies and procedures manual. Policy and procedure formalization, establishing standards, communication, information storage and retrieval, training and change management. PMBOK…

Organization Merger & Acquisition Project

This project included board engagement, risk assessment, capacity requirements, strategic planning & alignment of an organizational merger. PMBOK Stages Components & Outputs Initiation (stage 1): Collect Requirements Confirm Stakeholders  Planning…

PHSA On Demand (POD) Project (Sharepoint)

This project engaged agency wide stakeholders to validate and develop the new PHSA/BCMHSUS shared intranet architecture, content, and migration efforts. Content review and update; stakeholder engagement, communication, and training; software updates…

Programs Leadership & Mission Development Project

This project engaged programs staff in action learning model with an emphasis on developing leadership, value alignment, lean practices, and refresh the mission statement.Stakeholder engagement, leadership development, mission & priorities/requirements…

Public Relations & Marketing Plan Developed & Implemented

This project engaged stakeholders to draft, evaluate, and implement existing and future public relations and media strategies across the lower mainland. Stakeholder engagement, leadership development, mission & priorities/requirements gathering, service &…

Region 5 Strategic Planning & Alignment Project

This regional project engaged leadership teams to identify best practices, establish aligned messages, develop engagement strategies, and reinforce engagement of existing recruitment efforts, programs, and membership. Stakeholder engagement, leadership development, mission…

Server Content Mapping & Technology Update Project

This project engaged agency wide stakeholders to map out the existing server architecture and identify information management practices in preparation for the server’s technology upgrade. Server structure and content architecture mapping;…

ShareVision Mapping & Migration Project (healthcare information system)

This project engaged agency wide stakeholders in the review of the existing SV architecture, user experience, and content resources to identify suggestions for the site’s refresh. Software technology architecture update, change…

Site Acquisition, Development, & Restoration Project

This project involved engaging the agency board, stakeholder agencies, and funding sources to purchase a new site/property and implement the redevelopment/restoration process. Funding application and approval, site evaluation and risk analysis,…

Telephonic Timesheet Implementation & Training Project

This project engaged programs staff in training, implementation, and troubleshooting of the new timesheet technology.Vendor consultation, software technology architecture design, requirements gathering, communication, stakeholder engagement, change management, and training. PMBOK…

The Strategic Plan Generator

Online and mobile based application to help your business identify, evaluate, and design your business’ innovation ecosystem. Technology development; communication, marketing, and branding; publications; and product design, evaluation, and rollout. Publications development,…

Vancouver Local Media & Marketing Projects

This project engaged stakeholders and members to develop event specific content to facilitate enhanced program/project engagement and visibility. Stakeholder engagement, marketing, PR, and social media development; technology and information systems design…

Website Mapping & Migration Project

This project engaged stakeholders to evaluate the existing website architecture, identify best practices, update content and site architecture, and build the new website. Technology QA audit & updates, communication, training, and…