1. HL7 Project Management Tool Overview for HL7 Project Facilitators
<Project Name>
<date>
HL7 Project Management Tool Overview for HL7 Project Facilitators
David Hamill
Director, Project Management Office
Ask what Work Group the people represent; what experience they have with HL7 projects?
EVALUATION SHEET – pass out at start of class

2. HL7 Project Management Tool Overview for HL7 Project Facilitators
<Project Name>
Tutorial Goals
<date>
Demonstrate project tools available to HL7
Searchable Project Database
GForge
Project Insight
HL7 Project Approval Processes Overview
First Time Attendees:
May be ‘over’ your head.
Lots of acronyms
Not how to manage projects, but how to manage/report on HL7 projects
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

3. Searching for a Project
<Project Name>
Searching for a Project
<date>
Ways to search for an HL7 Project:
Searchable Project Database
GForge TSC File
Project Insight
3 ways
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

4. Searchable Project Database
<Project Name>
Searchable Project Database
<date>
Located via:
Resources > Tools & Resources
- OR -
Commonly-Accessed Information > Search Current Projects from Project Insight
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

5. Searchable Project Database (cont’d)
<Project Name>
Searchable Project Database (cont’d)
<date>
All Project Tools are under Resources…Tools & Resources
We’ll review all 3 today (GForge, Project Insight, Searchable Project DB)
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

6. Searchable Project Database (cont’d)
<Project Name>
Searchable Project Database (cont’d)
<date>
Review each Search Parameters
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

7. Search Parameter: Project Type
<Project Name>
Search Parameter: Project Type
<date>
Project Type
Ballot type
ISO/JIC
Vendor Contract
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

8. Search Parameter: Status
<Project Name>
Search Parameter: Status
<date>
Status
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

9. Search Parameter: Product Type
<Project Name>
Search Parameter: Product Type
<date>
Product Type
Source – Dan Russler / Marketing group from years ago.
Will be updated in the near future – working with Lynn Laakso from the TSC’s Product Visibility Project (478)
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

10. Search Parameter: Date
<Project Name>
Search Parameter: Date
<date>
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

11. Summary View – Searchable Project Database
<Project Name>
Summary View – Searchable Project Database
<date>
Summary View – Header Fields are Sortable (Ascending or Descending)
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

12. Detail View – Searchable Project Database
<Project Name>
Detail View – Searchable Project Database
<date>
DEMO
Easier to demo than go into each field in detail
Most of the fields stem from the Project Scope Statement template.
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

13. Full Project Report in GForge (TSC File tab)
<Project Name>
Full Project Report in GForge (TSC File tab)
<date>
Click on Projects Tab, then TSC link
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

14. Full Project Report in GForge (TSC File tab)
<Project Name>
Full Project Report in GForge (TSC File tab)
<date>
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

15. Full Project Report in GForge (TSC File tab)
<Project Name>
Full Project Report in GForge (TSC File tab)
<date>
The HL7 PMO manually updates this file periodically
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

16. Search – GForge TSC File
<Project Name>
Search – GForge TSC File
<date>
Contains every field from the Add Project screen
Sorted by PROJECT SPONSOR
NEW Projects are in GREEN
Project Health Tab
DEMO
Search in GForge
Search in Project Database
Later Demo Search in Project Insight
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

17. HL7 Project Management Tool Overview for HL7 Project Facilitators
<Project Name>
Project Health Report
<date>
Ongoing modifications during 2011
Shows Project Metrics by Work Group
DEMO
Search in GForge
Search in Project Database
Later Demo Search in Project Insight
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

18. Project Insight – Feature Overview
<Project Name>
Project Insight – Feature Overview
<date>
Web-based project management software application that offers:
Project scheduling
Flexible reporting
Project templates
Customization (Administrator Function)
Project scheduling can be as basic or detailed as you’d like.
Most of Microsoft Project functionality can be done within Project Insight.
Flexible Reporting – The PMO has created some reports customized for HL7
Project Templates – The PMO has created a schedule template for HL7 ballotable project
Customization – mostly for a Project Insight Administrator (the HL7 PMO).
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

19. HL7 Project Management Tool Overview for HL7 Project Facilitators
<Project Name>
Getting Started
<date>
How to get to Project Insight
Via Resources > Tools & Resources, under Project Tracking Tools URL: healthlevelseven.projectinsight.net (no ‘www)
Username / Password
Each Work Group and Steering Division has one for creating/managing projects
Notice no ‘www’
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

20. HL7 Project Management Tool Overview for HL7 Project Facilitators
<Project Name>
Getting Started
<date>
All Work Groups have been assigned a Username and Password
Hl7member/hl7member
Good ones to use:
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

21. HL7 Project Management Tool Overview for HL7 Project Facilitators
<Project Name>
Welcome Screen
<date>
X out or Check Mark at bottom
Check box to get rid of ‘permanently’
Get it back by Help…Show Tutorials
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

22. Recommended Home Page View
<Project Name>
Recommended Home Page View
<date>
Default Home page – Able to change this by clicking ‘Home’ button anywhere in PI
HL7 Projects Folder (“<“ icon closes the Folder window)
Click on your Work Group folder to list your projects
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

23. How do Projects get into Project Insight?
<Project Name>
How do Projects get into Project Insight?
<date>
How do entries get into Project Insight?
Project Scope Statements (req’d for Active Projects)
3 Year Plan Items (no PSS required – just high level info)
Data entry typically done by the PMO, but can be done by the Project Facilitator.
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

24. HL7 Project Scope Statement
<Project Name>
HL7 Project Scope Statement
<date>
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

25. PSS Location: Resources > Templates
<Project Name>
PSS Location: Resources > Templates
<date>
Location of the Project Scope Statement template
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

26. PSS Location: Resources > Templates
<Project Name>
PSS Location: Resources > Templates
<date>
A .zip file will come up.
Contains:
PSS…Template Only
PSS…Tempalte and Instructions
Project Approval Processes
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

27. Search – Project Insight
<Project Name>
Search – Project Insight
<date>
Searching in Project Insight
Yields the most detailed results.
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

28. Search – Project Insight (cont’d)
<Project Name>
Search – Project Insight (cont’d)
<date>
Displays TASKS, DOCS, PROJECTS, FOLDERS
Bread Crumbs below assist the user.
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

29. Viewing the Project Scope Stmt in Project Insight
<Project Name>
Viewing the Project Scope Stmt in Project Insight
<date>
DEMO
After clicking on a project in your Work Group’s Project List…
Project Views > Project Summary
From Project Views you can also view Project Documents, which will contain the original Project Scope Statement document.
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

30. Entering Project Scope Stmt Info into Project Insight
<Project Name>
Entering Project Scope Stmt Info into Project Insight
<date>
Add…Project
Right Click Mouse or Upper Right Icon
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

31. Project Scope Stmt to Project - Add Page
<Project Name>
Project Scope Stmt to Project - Add Page
<date>
Designed to replace a scope statement for a document to go through balloting.
Fields are not a ‘1 for 1 correlation’
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

32. Project – Add/Edit Page (General Tab)
<Project Name>
Project – Add/Edit Page (General Tab)
<date>
Enter PSS data into Add…Project
Will not go into great detail; PMO primarily doing this.
Just wanted to explain how the data in the Searchable DB gets there and the importance of the PSS
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

33. Project – Add/Edit Page (Custom Fields Tab)
<Project Name>
Project – Add/Edit Page (Custom Fields Tab)
<date>
CUSTOM FIELDS Tab (fields PMO added to accommodate PSS)
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

34. Project Folder Hierarchy (Project>Folder>Doc)
<Project Name>
Project Folder Hierarchy (Project>Folder>Doc)
<date>
The Project is at the highest level; documents are within the project.
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

35. Project Schedule (Optional)
<Project Name>
Project Schedule (Optional)
<date>
Most WGs are not using this. Contact PMO for further Training
However, people that want to manage a detailed project can do so easily in Project Insight
Depending on what you want to edit; you click the ‘pencil’ or double click the Task Name.
Pencil – Edit
X – Delete
+ (blue) – Move (doesn’t change predecessor)
Check + - Add predecessor (NEXT SLIDE)
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

36. HL7 Project Management Tool Overview for HL7 Project Facilitators
<Project Name>
Project Facilitators
<date>
Two types: Work Group and Steering Division
Work Group:
Function as project’s point person
Complete/update project documents: PSS, CBC, NIB
Secure approvals/address questions by WG, SD, TSC
Provide Updates to SD Project Facilitators or PMO
Steering Division:
Request Updates from Work Group Project Facilitators
Mentor Work Group Project Facilitators
Help manage their SD’s project portfolio
Project Scope Statement; Current Ballot Cycle Information (CBC); Notification of Intent to Ballot
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

37. Project Approval Processes
<Project Name>
Project Approval Processes
<date>
Approval Processes have been created based on the Project Sponsor:
HL7 Work Group
TSC
International Affiliate
International Council
Marketing or other Board Sponsored Committee
Board of Directors or Contract Project
Will be providing more detail on EXACTLY how each step is done.
Expand to describe types of projects – 80/20 rule. Reg WGs, Board Projects, TSC projects, SD projects
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

38. Project Approval Doc Location: Resources > Templates
<Project Name>
Project Approval Doc Location: Resources > Templates
<date>
A .zip file will come up.
Contains:
PSS…Template Only
PSS…Tempalte and Instructions
Project Approval Processes
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

39. Work Group Project Approval Process -Summary
<Project Name>
Work Group Project Approval Process -Summary
<date>
Project Facilitator creates a Project Scope Statement.
Sponsoring Work Group reviews/approves the Project Scope Statement.
The Project Facilitator s the PSS to the appropriate Steering Division(s) and the HL7 Project Management Office
PMO enters the Project Scope Statement into Project Insight
Steering Division reviews / approves the Project Scope Statement
Will be providing more detail on EXACTLY how each step is done.
Expand to describe types of projects – 80/20 rule. Reg WGs, Board Projects, TSC projects, SD projects
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

40. Work Group Project Approval Process –Summary (cont’d)
6. The Steering Division submits Scope Statement to TSC for TSC approval.
7. TSC reviews / approves the Project Scope Statement
8. The PMO and Project Services Committee ensure that HL7 project methodology is adhered to.
The approval process is also located in Appendix B in the Project Scope Statement Template
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

41. Next Steps for the HL7 PMO
<Project Name>
Next Steps for the HL7 PMO
<date>
Modify / Enhance the Project Health Report
Create a Project Report Card
Incorporate the Project Report Card Grade / Score into the Project Approval Process
Project Rvw/Cleanup
- Some WGs are finsihing up their work in Phoenix
- Next Milestone Dates/Project End dates need to be updated/kept current
SD PF Project Update Process
- Quite manual right now, but enhancing it as we learn
Simplify / Streamline the Project Approval Process
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

42. HL7 Project Management Tool Overview for HL7 Project Facilitators
<Project Name>
References
<date>
Project Scope Statement Template
via Resources > Templates
Project Approval Processes
Search HL7 Projects
via Resources > Tools & Resources > Project Tracking Tools:
Search Current Projects from Project Insight link
HL7 Project Homebase (GForge) > TSC File tab
Project Insight URL (no ‘www’)
via Resources > Tools & Resources > Project Tracking Tools
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

43. Questions / Discussion / Feedback
<Project Name>
Questions / Discussion / Feedback
<date>
or (734)
(Project Services Work Group listserv)
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators

44. HL7 Project Management Tool Overview for HL7 Project Facilitators
REVIEW SLIDE 2
2011 Edition
HL7 Project Management Tool Overview for HL7 Project Facilitators