Good practices from institutions

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Staff at our funded institutions have developed good practices, policies and processes for managing the CFI funding they receive. Read some of them here and write to us to share your own.

Keep in mind we are providing these as a helpful resource. They are not requirements since a practice that works well in one institution may not be appropriate for another. Find the ones that work for your institution.

We review and update these practices periodically; bookmark this page and check back regularly.


Administer your CFI awards effectively, from start to finish

Diagram showing how to manage your award portfolio

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Important considerations for items involving an in-kind contribution
Through the provision of in-kind contributions, the supplier community has a means of contributing to CFI-funded projects and establishing research…
Risk-based management approach
Institutions are encouraged to consider a risk-based approach when developing and managing their portfolio of CFI-funded projects. Using a risk-based…
Managing the John R. Evans Leaders Fund (JELF) allocation
Institutions are responsible for managing their John R. Evans Leaders Fund (JELF) allocation, including the Small Institution Fund, based on their…
Access to key project information by relevant stakeholders
At institutions, management and oversight functions of CFI-funded projects may be held by several individuals across various units. For example,…
Managing risk in large initiatives or facilities
Risk management in large initiatives or facilities is critical to ensure strategic objectives are met and the quality of the outputs is maintained.…