project management for health care professionals...malone, p, malone, j, park, s. chapter 20:...

Project Management for

Health Care Professionals

Kathryn Sawyer, PharmD Clinical Pharmacist

Norton Sound Health Corporation

Disclosure

o I have no financial disclosures or

conflicts of interest related to this

presentation.

2

Learning Objectives

Upon conclusion of the program, the participant

should be able to:

o Describe the four phases of project

management.

o Examine the tools and techniques of project

management and relate them to the four phases

of project management.

o Employ the tools and techniques of project

management to a quality improvement initiative

within your practice.

3

Self-Assessment Project

You are a pharmacist practicing in an outpatient pharmacy located in a primary care clinic. Your pharmacy manager has

tasked you with creating influenza and pneumococcal vaccine

clinics in the community where the pharmacy can receive

reimbursement for administration and supplies.

o What are some potential success criteria and deliverables for

this project?

o What are some of the stakeholder groups relevant to this

project?

o What are some potential constraints for this project?

o Create a simple work breakdown structure (WBS) and project

timeline.

4

Spotmatik Ltd. Male female surgical team in protective clothing performing surgery hospital operating theatre

[Digital image]. Retrieved January 7, 2019, from https://www.shutterstock.com/video/clip-3782393-male-female-

surgical-team-protective-clothing-performing 5

COREReadiness. (2018, April 9). Clinical Pharmacist [Digital image]. Retrieved January 7, 2019, from

https://corereadiness.com/course/CO87043405

Policy &

Procedure

Development

Guideline

Development &

Implementation

Patient Care Initiatives Standardization

Efforts

USP 800

Compliance

Automated

Dispensing Cabinets

Implementation

Electronic Health

Record

Implementation

Employee

Engagement

Initiatives

Revenue

Generation

Productivity Quality Unnecessary Stress Waste

6

Terminology

o Projects are finite endeavors with a distinct

beginning and end

o Become progressively elaborate overtime

o Example: Instituting USP 800

o Operations are routine day-to-day activities

o No beginning or end

o Not progressively elaborate

o Example: Daily compounding utilizing USP 800

standards

Project Management Institute. A guide to the project management body of knowledge (PMBOK®). 6th rev.

ed. Newtown Square, PA: Project Management Institute, Inc.; 2017. 7

Terminology

Project > program > portfolio alignment ensures organizational success

Framework to prioritize ideas/projects to align with values/missions in a

limited resource environment



Prioritization and Selection

The Value Equation. (2018, May 22). Catalogues Business [Digital image]. Retrieved January 8, 2019, from

https://www.catalogues4business.co.uk/blog/2018/5/10/the-value-equation-how-to-calculate-value

Saving Money and/or Resources

Patient

Safety

Patient Satisfaction Increasing

Revenue

9

Phase 1: Initiate

Project

Charter

Stakeholders

Register



Project Charter

• Potential sections of a project charter: – Executive Summary

– Project Justification

– Project Description

– Project Deliverables

– Resources Required

– Key Stakeholders

– Measurement

– Risks, Issues, Concerns

– Project Assumptions

– Implementation Plan

– Communication Plan

– Sustainment Plan

Harvard T.H. Chan School of Public Health: Health Care Project Management Program. Project

Management Key Tools & Resources. July 2018.

***Key point***

How long is the project

expected to last?

11

Stakeholder Register

Malone, P, Malone, J, Park, S. Chapter 20: Project Management. Drug Information: A Guide for Pharmacists,

6e. Date of download: 01/09/19 from AccessPharmacy.

**A = Monitor, B = Keep Informed, C = Keep Satisfied, D = Manage Closely**

***Key point***

A stakeholder is

anyone involved in,

interested in, or

impacted by the

project.

12

Phase 2: Plan Scope

Statement

Work

Breakdown

Structure

(WBS)

Project

Timeline



Scope Statement

Objectives Boundaries

Constraints Assumptions

Acceptance Criteria

***Key point***

Developed scope

statements help

avoid “scope creep” Project Management Institute. A guide to the project

management body of knowledge (PMBOK®). 6th rev. ed.

Newtown Square, PA: Project Management Institute, Inc.;

2017. 14

Work Breakdown Structure (WBS)

1.0 Opening a New Pharmacy

1.1 Pharmacy/DEA License

1.1.1 Complete Application

1.2 Insurance Contracts

1.2.1 Complete Application

1.3 Staff

1.3.1 HR Hiring Process

1.4 Software

1.4.1 Evaluate/Purchase

1.5 Drug Products/Supplies

1.5.1 Contracts/Purchase

1.6 Advertisement

1.6.1 Grand Opening



Project Timeline WBS ID

Action Item Predecessor Individual Responsible

Start Date

Effort Duration

1.1 Obtain state pharmacy and DEA license.

- Tasha 5 hrs 30 days

1.1.1 Gather necessary paperwork. Complete paperwork, gather signatures and mail

application into state.

- Tasha 4 hrs 2 days

1.1.2 Receive state pharmacy and DEA license.

1.1.1 Tasha 1 hrs 28 days

1.4 Obtain pharmacy management system.

- Richard 112 hrs 111 days

1.4.1 Research available products, gather bids and obtain clearance to purchase software.


1.4.2 Purchase software and

install.




Phase 3: Execute &

Monitor/Control

Engage

Team

Engage

Stakeholders

Track Work

Manage

Risk

Quality

Assurance

Quality

Control

Malone, P, Malone, J, Park, S. Chapter 20: Project Management. Drug Information: A Guide for Pharmacists,

6e. Date of download: 01/09/19 from AccessPharmacy. 17

Phase 4: Close

Celebrate Wrap-up

Deliverables

Compile

Lessons

Learned

Complete

and Store all

Project

Documents




You are a pharmacist practicing in an outpatient pharmacy located in

a primary care clinic. Your pharmacy manager has tasked you with

creating influenza and pneumococcal clinics in the community where

the pharmacy can receive reimbursement for administration and

supplies.

o What are some potential success criteria and deliverables for this

project?

19




creating influenza and pneumococcal vaccine clinics in the community

where the pharmacy can receive reimbursement for administration and

supplies.

o What are some of the stakeholder groups relevant to this project?

20






supplies.

o What are some potential constraints for this project?

21






supplies.

o Create a simple work breakdown structure (WBS) and project

timeline.

22

Questions

23

Suggested Readings

o Hanrahan C, Wood C, Cole SW. Project Management. In: Malone

PM, Malone MJ, Park SK. eds. Drug Information: A Guide for

Pharmacists, 6e New York, NY: McGraw-Hill.

o Kerzner H. Project management: a systems approach to planning,

scheduling, and controlling. 11th rev. ed. Hoboken, NJ: Wiley; 2013.

o Project Management Institute homepage [Internet]. Newtown

Square, PA: Project Management Institute [cited 2019 Jan 7].

Available from: http://www.pmi.org

o Project Management Institute. A guide to the project management

body of knowledge (PMBOK®). 6th rev. ed. Newtown Square, PA:

Project Management Institute, Inc.; 2017.

o Schwalbe K, Furlong D. Healthcare project management.

Minneapolis, MN: Schwalbe Publishing; 2013.

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