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

2. 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:

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

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

5. 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

6. 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

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

8. 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

10. 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

11. 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

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

13. 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
Milestones to manage deliverables
Drag and drop rescheduling
updates on status changes
Data capture and archiving
Generate reports
Document storage
Import and export data
Time tracking