Project Title: Enhancing University of Montana's Policy Management Systems
University of Montana
| Details | |
|---|---|
| Project Title | Enhancing University of Montana's Policy Management Systems |
| Project Topics | Legal, Regulatory, Compliance Operations Organizational Culture PR & Communications Product Design & Development Software Design & Development Training & Development |
| Skills & Expertise | change management Communication Strategy Comparative Analysis Data Documentation Legal Compliance Understanding Microsoft Project Organizational Communication Policy Analysis Process Improvement Project Management Records Management Report writing stakeholder communication System Evaluation Workflow Design |
| Project Synopsis: Challenge/Opportunity |  The University of Montana (UM) is a large, complex organization whose policies guide how the University operates, makes decisions, meets its compliance obligations, and communicates expectations to its campus community. This project offers students the opportunity to work directly on improving the systems and processes that support that work. University-wide policies are created, amended, reviewed, and sometimes rescinded through established processes outlined in the University Operating Policy and supported by the Office of Legal Counsel & Compliance. These processes affect virtually every part of the University—and getting them right is essential to effective governance, compliance, transparency, and institutional accountability.Â
Why This Project Matters UM's current policy-management system may eventually be replaced. At the same time, the University's existing policy-review processes present opportunities for improvement, particularly in:Â
Students working on this project will not simply be studying policy processes—they will be helping improve them. Their analysis and recommendations can directly inform and shape how UM manages, reviews, documents, and communicates University-wide policies in the future.  |
| Project Synopsis: Activities/Actions Required |
|
| Project Synopsis: Expected Results |
|
Project Timeline
University of Montana - Enhancing University of Montana's Policy Management Systems
|
Due Date
|
Activities |
Deliverables
|
Status
|
Action | |
|---|---|---|---|---|---|
|
Thu, 09/03/26
12:00 AM
UTC
|
Project Teams Finalized
|
No Deliverables
No deliverables are required for this action item.
|
|||
|
Location: In Person
|
|||||
|
Fri, 09/04/26
12:00 AM
UTC
|
Learn More About CapSource Platform
|
No Deliverables
No deliverables are required for this action item.
|
|||
|
Guiding Questions:
|
|||||
|
Tue, 09/08/26
12:00 AM
UTC
|
Schedule Kickoff Meeting with Client
|
No Deliverables
No deliverables are required for this action item.
|
|||
|
Location: In Person
|
|||||
|
Tue, 09/08/26
12:00 AM
UTC
|
Projects Assigned
|
No Deliverables
No deliverables are required for this action item.
|
|||
|
Location: In Person
|
|||||
|
Tue, 09/08/26
11:00 AM
UTC
|
CapSource Intro Session
Join us and learn more about using the CapSource system!
|
No Deliverables
No deliverables are required for this action item.
|
|||
|
Guiding Questions:
Join us and learn more about using the CapSource system!
Location: Virtual
|
|||||
|
Fri, 09/11/26
12:00 AM
UTC
|
PLATFORM SUBSCRIPTION PAYMENT DUE!
Please take a moment to use the link below and pay for the platform subscription and project-based experience coordinated by CapSource! We wish you the best of luck and hope this results in a meaningful learning experience: https://buy.stripe.com/5kQ6oG9v84Cpabc1Ug2oE0e
|
No Deliverables
No deliverables are required for this action item.
|
|||
|
Guiding Questions:
Please take a moment to use the link below and pay for the platform subscription and project-based experience coordinated by CapSource! We wish you the best of luck and hope this results in a meaningful learning experience: https://buy.stripe.com/5kQ6oG9v84Cpabc1Ug2oE0e
|
|||||
|
Tue, 09/15/26
12:00 AM
UTC
|
Submit Status Report #1
Required Action Item
|
Required Deliverable
Deliverable submission is required.
|
|||
|
|
|||||
|
Tue, 09/15/26
12:00 AM
UTC
|
Submit Signed NDA (if Required by Client)
Required Action Item
|
Required Deliverable
Deliverable submission is required.
|
|||
|
Deliverable Instructions:
Please DOWNLOAD, sign, and UPLOAD your NDA!
|
|||||
|
Tue, 09/15/26
12:00 AM
UTC
|
Self-Skills Assessment
|
Required Evaluation
Evaluation submission is required.
|
|||
|
|
|||||
|
Tue, 09/15/26
12:00 AM
UTC
|
Submit Team Charter
Required Action Item
|
Required Deliverable
Deliverable submission is required.
|
|||
|
|
|||||
|
Tue, 09/29/26
12:00 AM
UTC
|
Submit Status Report #2
Required Action Item
|
Required Deliverable
Deliverable submission is required.
|
|||
|
|
|||||
|
Tue, 09/29/26
12:00 AM
UTC
|
Industry Mentor Temperature Check #1
|
Required Evaluation
Evaluation submission is required.
|
|||
|
|
|||||
|
Tue, 09/29/26
12:00 AM
UTC
|
Student Temperature Check #1
|
Required Evaluation
Evaluation submission is required.
|
|||
|
|
|||||
|
Tue, 09/29/26
12:00 AM
UTC
|
Submit Project Charter
Required Action Item
|
Required Deliverable
Deliverable submission is required.
|
|||
|
|
|||||
|
Tue, 10/13/26
12:00 AM
UTC
|
Submit Data Collection Plan
Required Action Item
|
Required Deliverable
Deliverable submission is required.
|
|||
|
|
|||||
|
Tue, 10/13/26
12:00 AM
UTC
|
Submit Status Report #3
Required Action Item
|
Required Deliverable
Deliverable submission is required.
|
|||
|
|
|||||
|
Tue, 10/27/26
12:00 AM
UTC
|
Student Temperature Check #2
|
Required Evaluation
Evaluation submission is required.
|
|||
|
|
|||||
|
Tue, 10/27/26
12:00 AM
UTC
|
Industry Mentor Temperature Check #2
|
Required Evaluation
Evaluation submission is required.
|
|||
|
|
|||||
|
Tue, 10/27/26
12:00 AM
UTC
|
Submit Status Report #4
Required Action Item
|
Required Deliverable
Deliverable submission is required.
|
|||
|
|
|||||
|
Tue, 10/27/26
12:00 AM
UTC
|
Submit System Requirements Documentation
Required Action Item
|
Required Deliverable
Deliverable submission is required.
|
|||
|
|
|||||
|
Tue, 11/10/26
12:00 AM
UTC
|
Submit Design Document
Required Action Item
|
Required Deliverable
Deliverable submission is required.
|
|||
|
|
|||||
|
Tue, 11/10/26
12:00 AM
UTC
|
Submit Status Report #5
Required Action Item
|
Required Deliverable
Deliverable submission is required.
|
|||
|
|
|||||
|
Tue, 11/10/26
12:00 AM
UTC
|
Industry Mentor Temperature Check #3
|
Required Evaluation
Evaluation submission is required.
|
|||
|
|
|||||
|
Tue, 11/10/26
12:00 AM
UTC
|
Student Temperature Check #3
|
Required Evaluation
Evaluation submission is required.
|
|||
|
|
|||||
|
Tue, 11/10/26
12:00 AM
UTC
|
Schedule Your Final Presentations with Client
Including Date, Time, and Calendar Invite to Confirm
|
No Deliverables
No deliverables are required for this action item.
|
|||
|
Guiding Questions:
Including Date, Time, and Calendar Invite to Confirm
|
|||||
|
Fri, 12/04/26
12:00 AM
UTC
|
Project Review! Please Provide Us With Your Feedback!
|
Required Evaluation
Evaluation submission is required.
|
|||
|
|
|||||
|
Fri, 12/04/26
12:00 AM
UTC
|
Submit Link to Project Workbook
Required Action Item
|
Required Deliverable
Deliverable submission is required.
|
|||
|
|
|||||
|
Fri, 12/04/26
12:00 AM
UTC
|
End of Project Self Reflection
|
Required Evaluation
Evaluation submission is required.
|
|||
|
|
|||||
|
Tue, 12/08/26
12:00 AM
UTC
|
Share Your Experience!
Review best practices for sharing your project-based experience on resumé and LinkedIn!
|
No Deliverables
No deliverables are required for this action item.
|
|||
|
Guiding Questions:
Review best practices for sharing your project-based experience on resumé and LinkedIn!
|
|||||
Program Managers
| Name | Organization |
|---|---|
| Clayton Looney | University of Montana |
