Project Management Tools National Practice Transformation Community of Learning 06/16/2016

How is Project Management (PM) defined? According to Association for Project Management: The application of processes, methods, knowledge, skills and experience to achieve the project objectives. Source: https://www.apm.org.uk/WhatIsPM

Source: http://www.camoon.com/Pages/ProjectManagement.aspx

What has been your approach to Project Management (PM) with your coaches?

Monthly meetings Biweekly/Monthly reports Setting of goals and milestones Action plans Standardized documentation templates for coach-clinic interactions Communication standards Tracking coach progress with clinic Visiting the clinic personally

Ideal Capacity of PM Tool(s) Mechanism to capture time and effort put in by coaches Ability to document activities Share data securely Mechanism for discussion Provide links to upcoming trainings Goal tracking for coaches and/or clinics Qualitative and quantitative data analysis

PM Online Tools Project Management and Collaboration System Survey Content Management System Performance Management System

Project Management and Collaboration Tools Basecamp Can create folders Store resources (articles, YouTube, webinars, etc.) Downloadable PDF of needs assessment Can control who can access which group Assign tasks, set due dates Campfire Live chat forum Message board Notifications sent when a post is created To do Can upload documents Divvy up work Had coaches set up a time line with milestones and goals for the year Ex. Routinize HIV testing Checking in monthly

Project Management and Collaboration Tools Glasscubes Workspace owner (Lead PT Coordinator) Store documents Task panel Assign tasks, set due dates Discussion Can restrict who the discussions go to Summary page Can go forward, not backwards (only on calendar view) Calendar Files Create folders Choose who to share with Set permissions who can see what

Survey Tool Qualtrics Survey A quick survey builder that guides beginners through creating a survey A survey library with templates that you can customize to meet your specific needs A tool to send and track participation invitations and reminders A tool to display survey results, graphically and statistically An export data feature, including to Excel or SPSS

Content Management Systems Virtual Forum Tracking educational activities Generate a report based on set parameters

Performance Management Systems Clearpoint Solutions Manage measures and goals Data integration Create reports Interval Task Management Assign task View work history View work notes for each task Daily task assignments via email Milestones to manage deliverables Drag and drop rescheduling Email updates on status changes Data capture and archiving Generate reports Document storage Import and export data Time tracking