Project management
Handbook

Project Management

As a tool kit used to implement the vision and mission behind the grantmaking of the UBS Optimus Foundation (UBSOF), the project management handbook elaborates the processes and tools for identifying, selecting, monitoring and evaluating projects. The handbook, which is essentially an internal guide for day-to-day decision-making and project management, elaborates principles and protocols for UBSOF's grantmaking team and for all staff, associated experts and partners.

In essence, this handbook translates the mind, body and soul behind UBSOF grantmaking into a practical tool. However, it is important to note that this is a living (dynamic) document that will evolve over time, not just in terms of process but also of strategy, and that takes its cues from the joint experience of UBSOF and its partners. We expect to improve the handbook and will provide a new version end of 2011.

That said, target readers are not only internal staff. This handbook will be valuable to philanthropists, grantmakers, project applicants, evaluators or anyone interested in monitoring project development and measuring impact.

With the above factors in place, UBSOF is well equipped to account for transparency in the grantmaking decision process and to track and show progress and achievement. This helps UBSOF build and maintain its most precious commodity: credibility.