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Getting the System You Expected Making sure the system you need is what gets delivered…. Leesa Shem-Tov Re-engineering Project Manager NAPHSIS

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Page 1: Getting the System You Expected Making sure the system you need is what gets delivered…. Leesa Shem-Tov Re-engineering Project Manager NAPHSIS

Getting the System You Expected

Making sure the system you need is what gets delivered….

Leesa Shem-TovRe-engineering Project ManagerNAPHSIS

Page 2: Getting the System You Expected Making sure the system you need is what gets delivered…. Leesa Shem-Tov Re-engineering Project Manager NAPHSIS

Improving Security, Systems, and StatisticsSan Diego, CA

June 4th – 8th, 2006

The Expectation Your project will meet milestones You won’t go much over budget Your IT and functional folks will work well

together Your business rules are documented Your developers understand how you

operate The new system will improve how you

work

Page 3: Getting the System You Expected Making sure the system you need is what gets delivered…. Leesa Shem-Tov Re-engineering Project Manager NAPHSIS

Improving Security, Systems, and StatisticsSan Diego, CA

June 4th – 8th, 2006

The Reality

“Just 29% of all IT projects conducted in 2004 were completed on time, on budget and with all features and functions as originally specified.”

The Standish Group, 2006

Page 4: Getting the System You Expected Making sure the system you need is what gets delivered…. Leesa Shem-Tov Re-engineering Project Manager NAPHSIS

Improving Security, Systems, and StatisticsSan Diego, CA

June 4th – 8th, 2006

Are Problems Inevitable? Legacy business logic is difficult to

extract People who build systems don’t

necessarily understand vital records Project management is a profession,

not a side line Over time, a lot of things change People don’t like change

Page 5: Getting the System You Expected Making sure the system you need is what gets delivered…. Leesa Shem-Tov Re-engineering Project Manager NAPHSIS

Improving Security, Systems, and StatisticsSan Diego, CA

June 4th – 8th, 2006

State Your Vision Clearly describe how your

organization will operate after the project is successful

Convey your vision to upper management and get their buy-in

Share the vision with the team Sell the vision to stakeholders

Page 6: Getting the System You Expected Making sure the system you need is what gets delivered…. Leesa Shem-Tov Re-engineering Project Manager NAPHSIS

Improving Security, Systems, and StatisticsSan Diego, CA

June 4th – 8th, 2006

Keep Upper Management Involved With sustained involvement

More visibility, more pressure Make pressure a positive force Accountability is reinforced People will cooperate better Team will take ownership

Without it, projects wither

Page 7: Getting the System You Expected Making sure the system you need is what gets delivered…. Leesa Shem-Tov Re-engineering Project Manager NAPHSIS

Improving Security, Systems, and StatisticsSan Diego, CA

June 4th – 8th, 2006

Define Critical Objectives On the system “go live” date

What is absolutely has to work, and work correctly

What is needed but is not a show stopper if delayed

What is nice to have if affordable What is best to postpone for later

Hold people accountable

Page 8: Getting the System You Expected Making sure the system you need is what gets delivered…. Leesa Shem-Tov Re-engineering Project Manager NAPHSIS

Improving Security, Systems, and StatisticsSan Diego, CA

June 4th – 8th, 2006

Understand the System Lifecycle

Each phase requires planning, monitoring, measuring progress

Your team’s role changes with each phase

Formal methodologies can help Don’t short change the end phases It’s not over when you “go live”

Page 9: Getting the System You Expected Making sure the system you need is what gets delivered…. Leesa Shem-Tov Re-engineering Project Manager NAPHSIS

Improving Security, Systems, and StatisticsSan Diego, CA

June 4th – 8th, 2006

Page 10: Getting the System You Expected Making sure the system you need is what gets delivered…. Leesa Shem-Tov Re-engineering Project Manager NAPHSIS

Improving Security, Systems, and StatisticsSan Diego, CA

June 4th – 8th, 2006

Build a Virtual Team Have a dedicated project manager Inform your team about what’s expected Require team members to commit Don’t exclude people from the team who

don’t have the big picture Everyone has a stake in the project’s

success Have an “insider” joke

Page 11: Getting the System You Expected Making sure the system you need is what gets delivered…. Leesa Shem-Tov Re-engineering Project Manager NAPHSIS

Improving Security, Systems, and StatisticsSan Diego, CA

June 4th – 8th, 2006

Have Effective Meetings

Same time, same place, same folks Have a written agenda in advance Always review progress first Limit meeting time; focus discussion Not everyone needs to be at every

meeting…but keep everyone informed

Page 12: Getting the System You Expected Making sure the system you need is what gets delivered…. Leesa Shem-Tov Re-engineering Project Manager NAPHSIS

Improving Security, Systems, and StatisticsSan Diego, CA

June 4th – 8th, 2006

Know Your Operation Formally map your workflow from start to

finish on paper Hold a group walkthrough Document your business rules on the spot Develop a Concept of Operations

How people will work after the system is operational

Now how the system will function

Page 13: Getting the System You Expected Making sure the system you need is what gets delivered…. Leesa Shem-Tov Re-engineering Project Manager NAPHSIS

Improving Security, Systems, and StatisticsSan Diego, CA

June 4th – 8th, 2006

Own Your Project Never let a vendor take control of

your requirements Stay involved with all details Couple your people with the

vendor’s people so they can learn Protect your assets

Your people Their knowledge

Page 14: Getting the System You Expected Making sure the system you need is what gets delivered…. Leesa Shem-Tov Re-engineering Project Manager NAPHSIS

Improving Security, Systems, and StatisticsSan Diego, CA

June 4th – 8th, 2006

Get a Good Start Don’t let the project plan be your

first deliverable Make sure your knowledge experts

are ready when developers start Have your documentation ready Control unnecessary impacts to

development schedule

Page 15: Getting the System You Expected Making sure the system you need is what gets delivered…. Leesa Shem-Tov Re-engineering Project Manager NAPHSIS

Improving Security, Systems, and StatisticsSan Diego, CA

June 4th – 8th, 2006

Don’t Fear Being Clear Don’t assume….clarify Revisit project plan often Use tables, diagrams and charts to

support your textual documentation Keep “to do” lists concise and well

organized (maybe online)

Page 16: Getting the System You Expected Making sure the system you need is what gets delivered…. Leesa Shem-Tov Re-engineering Project Manager NAPHSIS

Improving Security, Systems, and StatisticsSan Diego, CA

June 4th – 8th, 2006

Keep Navigating Change Plan for change mechanisms right from

the beginning Adjustments for slippage Alternatives for unmet objectives

Plot your current “reality” against your future “reality” often

Expect your requirements to change Expect to find things you missed Keep your task plan and timeline updated

and posted publicly

Leesa Shem-Tov
biggest mistake is the develop an unchangable baseline set of requirements, then set up CM process. Longer the project, the more your reality is going to change.If you expect change, you won't be caught off guard.
Page 17: Getting the System You Expected Making sure the system you need is what gets delivered…. Leesa Shem-Tov Re-engineering Project Manager NAPHSIS

Improving Security, Systems, and StatisticsSan Diego, CA

June 4th – 8th, 2006

Call A Time-out If Needed If the vendor is controlling your

knowledge If targets are always slipping If vendor cannot demonstrate what

is reportedly working If team is not working together TRUST YOUR INSTINCTS

Page 18: Getting the System You Expected Making sure the system you need is what gets delivered…. Leesa Shem-Tov Re-engineering Project Manager NAPHSIS

Improving Security, Systems, and StatisticsSan Diego, CA

June 4th – 8th, 2006

Ask NAPHSIS For Help On site consulting EBR Online Library National model requirements

Use cases State diagrams

NCHS Test Deck for EBR Comparative state data

Page 19: Getting the System You Expected Making sure the system you need is what gets delivered…. Leesa Shem-Tov Re-engineering Project Manager NAPHSIS

Improving Security, Systems, and StatisticsSan Diego, CA

June 4th – 8th, 2006

To Get What You Expected Vision and objectives are clear Management buy-in Virtual team owns the project Ready, willing and able to be in

control Plan for change and embrace it Get help when you need it

Page 20: Getting the System You Expected Making sure the system you need is what gets delivered…. Leesa Shem-Tov Re-engineering Project Manager NAPHSIS

Improving Security, Systems, and StatisticsSan Diego, CA

June 4th – 8th, 2006

Celebrate Every Success Keep positive and forward thinking Check off accomplishments Recognize achievements publicly