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HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office.

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Presentation on theme: "HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office."— Presentation transcript:

1 HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office

2 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 2 Tutorial Goals Demonstrate project tools available to HL7 Searchable Project Database GForge Project Insight HL7 Project Approval Processes Overview

3 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 3 Searching for a Project Ways to search for an HL7 Project: Searchable Project Database GForge TSC File Project Insight

4 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 4 Searchable Project Database

5 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 5 Searchable Project Database (contd)

6 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 6 Searchable Project Database (contd)

7 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 7 Search Parameter: Project Type

8 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 8 Search Parameter: Status

9 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 9 Search Parameter: Product Type

10 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 10 Search Parameter: Date

11 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 11 Summary View – Searchable Project Database

12 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 12 Detail View – Searchable Project Database

13 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 13 Full Project Report in GForge (TSC File tab)

14 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 14 Full Project Report in GForge (TSC File tab)

15 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 15 Full Project Report in GForge (TSC File tab)

16 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 16 Search – GForge TSC File

17 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 17 Project Health Report

18 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 18 Project Insight – Feature Overview Web-based project management software application that offers: Project scheduling Flexible reporting Project templates Customization (Administrator Function)

19 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 19 Getting Started How to get to Project Insight Via Resources > Tools & Resources, under Project Tracking Tools URL: healthlevelseven.projectinsight.net (no www)www.HL7.org Username / Password Each Work Group and Steering Division has one for creating/managing projects

20 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 20 Getting Started

21 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 21 Welcome Screen

22 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 22 Recommended Home Page View

23 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 23 How do Projects get into Project Insight? How do entries get into Project Insight? Project Scope Statements (reqd 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.

24 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 24 HL7 Project Scope Statement

25 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 25 PSS Location: Resources > Templates

26 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 26 PSS Location: Resources > Templates

27 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 27 Search – Project Insight

28 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 28 Search – Project Insight (contd)

29 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 29 Viewing the Project Scope Stmt in Project Insight

30 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 30 Entering Project Scope Stmt Info into Project Insight

31 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 31 Project Scope Stmt to Project - Add Page

32 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 32 Project – Add/Edit Page (General Tab)

33 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 33 Project – Add/Edit Page (Custom Fields Tab)

34 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 34 Project Folder Hierarchy (Project>Folder>Doc)

35 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 35 Project Schedule (Optional)

36 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 36 Project Facilitators Two types: Work Group and Steering Division Work Group: Function as projects 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 SDs project portfolio

37 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 37 Project Approval Processes 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

38 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 38 Project Approval Doc Location: Resources > Templates

39 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 39 Work Group Project Approval Process -Summary 1.Project Facilitator creates a Project Scope Statement. 2.Sponsoring Work Group reviews/approves the Project Scope Statement. 3.The Project Facilitator s the PSS to the appropriate Steering Division(s) and the HL7 Project Management Office 4.PMO enters the Project Scope Statement into Project Insight 5.Steering Division reviews / approves the Project Scope Statement

40 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 40 Work Group Project Approval Process –Summary (contd) 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

41 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 41 Next Steps for the HL7 PMO Modify / Enhance the Project Health Report Create a Project Report Card Incorporate the Project Report Card Grade / Score into the Project Approval Process

42 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 42 References Project Scope Statement Template via Resources > Templateswww.HL7.org Project Approval Processes via Resources > Templateswww.HL7.org Search HL7 Projects via Resources > Tools & Resources > Project Tracking Tools:www.HL7.org 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 Toolswww.HL7.org

43 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 43 Questions / Discussion / Feedback or (734) (Project Services Work Group

44 2011 EditionHL7 Project Management Tool Overview for HL7 Project Facilitators 44 REVIEW SLIDE 2


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