susan houston, mba, rn-bc, pmp chief pmo clinical center, dcri · and initial project management...
TRANSCRIPT
![Page 1: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/1.jpg)
Susan Houston, MBA, RN-BC, PMPChief PMO
Clinical Center, DCRI
![Page 2: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/2.jpg)
Review the EPLC phases Discuss how each phase can be ‘tailored’ for the non-enterprise projectIdentify potential document templates to help with the ‘tailoring’ process
![Page 3: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/3.jpg)
![Page 4: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/4.jpg)
Established 20054 Project ManagersStandard PM methodology in useTypes of Projects◦ Large – Pharmacy, Surgery◦ Medium – CRIS Secure Health Messaging◦ Custom – Dashboard, QI Database◦ Data Feeds/Interfaces – to and from CRIS◦ ‘O & M’ – system upgrades, primary provider
update, CRIS training refresh
![Page 5: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/5.jpg)
Description – ID business need, estimated cost, schedule and high-level risks
Outcome – Decision to develop a business case and initial project management plan (PMP)
![Page 6: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/6.jpg)
TailorIT Project Request (template) – what information do you want to know at this point?◦ Define the need◦ Evaluation of current systems – can they do this◦ Define benefit◦ Estimated cost of project, and cost savings of
outcome◦ Estimated schedule◦ Any initial risks
![Page 7: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/7.jpg)
ProcessDefine what to do with the requests◦ Who will they be submitted to◦ Who will review them◦ Do you need to prioritize◦ Communication back to requestor◦ Process for feeding information on to next phase
![Page 8: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/8.jpg)
Description – ID high-level requirements, develop business case, charter and PMP
Outcome – Project selection and approval of initial cost, schedule and performance baseline
![Page 9: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/9.jpg)
TailorBusiness case (template)Charter (template)Combination document (template)
![Page 10: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/10.jpg)
ProcessWhat documentation is necessary to Authorize the project◦ Could depend on size or complexity of project◦ Could depend on type of project◦ Is this a Change Request from another project ◦ Has it already authorized
![Page 11: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/11.jpg)
Description – Complete the PMPOutcome – An approved project scope and
associated planning documentation (PMP)
![Page 12: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/12.jpg)
TailorNever tailor out Scope DocumentAssessment from Security & Privacy teamFormat for workplan (WBS)Standard plans – consistent across all projectsTemplates for project specific plansIs project team training requiredProject ‘Tailor’ checklist (template)
![Page 13: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/13.jpg)
ProcessOften first phase project manager is involved inAlways do a scope document and have sponsors approveUtilize standard plansUtilize shorter templates for project specific plansDefine when IV&V will be involvedSoftware for tracking scope, risks, issues, etc.
![Page 14: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/14.jpg)
![Page 15: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/15.jpg)
![Page 16: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/16.jpg)
Description – Develop detailed requirements and the workplan (WBS)
Outcome – An approved of the requirements
![Page 17: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/17.jpg)
TailorIf the workplan (WBS) completed in planning, not needed hereIf implementing a COTs product, are the requirements in the contract, not needed hereRequired for custom development (application, reports, etc.)Maybe required for some COTs projects – can be part of the scope (addendum)
![Page 18: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/18.jpg)
ProcessDefine when and where requirements will be defined◦ In contract◦ In scope (addendum)◦ Separate document (template)Define type of requirements documents◦ Business requirements◦ Technical requirements◦ Interface mapping documents◦ Report specifications
![Page 19: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/19.jpg)
![Page 20: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/20.jpg)
Description – Develop Design documentOutcome – Completion of business product
design
![Page 21: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/21.jpg)
TailorRequired for custom application developmentMay want to specify number of reviews to keep project on scheduleMay not be needed for COTs implementations
![Page 22: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/22.jpg)
ProcessProcess for design reviews can be defined in a Standard plan that is referenced for each projectA short template can be used to fill in the details unique to this project◦ Number of reviews◦ Reviewers◦ Schedule including design elements being reviewed
at each
![Page 23: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/23.jpg)
Description – Develop code and other deliverables, conduct IV&V assessments
Outcome – Completion of all coding, documentation and test plans
![Page 24: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/24.jpg)
TailorPart of Execution & Control phasesTest plan ◦ Developed earlier◦ Can be standard plan with shorter project specific
documentationSecurity and Privacy documentation based on assessment completed during planningUser manual, training materials, O&M manual dependent on unique projectIV&V needed
![Page 25: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/25.jpg)
ProcessThe process should be the same◦ Status meetings◦ Management of issues, risks, constraints, budgetSpecific work to be done defined in planningDefine when IV&V will be used – type, size or complexity of project…always (should be included in planning documentation)
![Page 26: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/26.jpg)
Description – Thorough testing and documentation
Outcome – Completed testing, including user acceptance testing, readiness for training and implementation
![Page 27: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/27.jpg)
TailorPart of Execution & Control phasesShould not be tailored outTesting phases can be tailored based on uniqueness of project
PerformanceParallelRegressionUser Acceptance
UnitFunctionalIntegrationSystem
![Page 28: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/28.jpg)
ProcessStandard test planTemplate for defining specific testing for this project◦ Type of testing to be done◦ Who will do testing◦ Duration and volume of each phaseTest scriptsTest scenarios
![Page 29: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/29.jpg)
Description – Conduct training, determine readiness, execute Implementation Plan
Outcome – Successful establishment of full production capability & completion of post-implementation review
![Page 30: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/30.jpg)
TailorPart of Execution & Control phasesShould not be tailored outTraining can be phased out if not necessaryReadiness criteria and assessment should begin in developmentShould not tailor out the Implementation Plan – we call Activation PlanningSecurity and Privacy documentation based on assessment completed during planning
![Page 31: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/31.jpg)
ProcessProcess and template for Readiness Review◦ Who decides criteria◦ Go/No-go meetingsActivation planning process◦ Rehearsal & ChecklistPost-Implementation review process◦ Project completion template◦ Approval is acceptance of project deliverables and
project completion.◦ Lessons Learned Meeting
![Page 32: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/32.jpg)
Description – Operate and maintain production system & conduct annual operational analyses
Outcome – Successful operation of the investment based on cost schedule and performance benchmarks
![Page 33: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/33.jpg)
TailorAnnual Operational ReviewShould track all changes to system◦ Configuration management◦ ProjectUpdating all documentation as necessary
![Page 34: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/34.jpg)
ProcessConfiguration management process◦ SOP◦ System to track Change RequestsProject management process◦ Larger Change Requests that should follow
standard PM methodology, but fall in this phaseAnnual operational review process◦ Define performance metrics◦ Define who will collect data◦ Include Security & Privacy staff
![Page 35: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/35.jpg)
Develop template for documentation◦ Define system◦ Define data in system◦ Define preservation/disposition of data◦ Define how system will be retired◦ Define disposition of hardware◦ Define archive of life cycle products
![Page 36: Susan Houston, MBA, RN-BC, PMP Chief PMO Clinical Center, DCRI · and initial project management plan (PMP) Tailor `IT Project Request (template) – what information do you want](https://reader034.vdocuments.us/reader034/viewer/2022042404/5f1aca45386f56011d4f8461/html5/thumbnails/36.jpg)
Define a standard processUse templates – MS Word, Excel, etc.What tools are available to youObtain approval of the ‘Tailoring’Communicate the process to all, especially the sponsors