hl7 project management tool overview for hl7 project facilitators david hamill director, project...

HL7 Project Management Tool Overview for HL7 Project Facilitators

David Hamill

Director, Project Management Office

2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators

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Tutorial Goals

• Demonstrate project tools available to HL7

Searchable Project Database

GForge

Project Insight

• HL7 Project Approval Processes Overview


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Searching for a Project

Ways to search for an HL7 Project:

• Searchable Project Database

• GForge TSC File

• Project Insight


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Searchable Project Database


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Searchable Project Database (cont’d)


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Searchable Project Database (cont’d)


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Search Parameter: Project Type


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Search Parameter: Status


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Search Parameter: Product Type


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Search Parameter: Date


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Summary View – Searchable Project Database


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Detail View – Searchable Project Database


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Full Project Report in GForge (TSC File tab)


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Search – GForge TSC File


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Project Health Report


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Project Insight – Feature Overview

Web-based project management software application that offers:

• Project scheduling

• Flexible reporting

• Project templates

• Customization (Administrator Function)

http://www.projectinsight.net/ProductInformation/Features/ManagementDashboard.aspx


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Getting Started

• How to get to Project Insight

Via www.HL7.org 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

http://www.hl7.org/


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Getting Started


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Welcome Screen


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Recommended Home Page View


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How do Projects get into Project Insight?

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.


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HL7 Project Scope Statement


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PSS Location: Resources > Templates


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PSS Location: Resources > Templates


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Search – Project Insight


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Search – Project Insight (cont’d)


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Viewing the Project Scope Stmt in Project Insight


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Entering Project Scope Stmt Info into Project Insight


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Project Scope Stmt to Project - Add Page


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Project – Add/Edit Page (General Tab)


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Project – Add/Edit Page (Custom Fields Tab)


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Project Folder Hierarchy (Project>Folder>Doc)


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Project Schedule (Optional)


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Project Facilitators

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


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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


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Project Approval Doc Location: Resources > Templates


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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 emails the PSS to the appropriate Steering Division(s) and the HL7 Project Management Office ([email protected]).

4. PMO enters the Project Scope Statement into Project Insight

5. Steering Division reviews / approves the Project Scope Statement

mailto:[email protected]


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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


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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


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References

Project Scope Statement Template via www.HL7.org Resources > Templates

Project Approval Processes via www.HL7.org Resources > Templates

Search HL7 Projects via www.HL7.org 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 www.HL7.org Resources > Tools & Resources > Project Tracking

Tools

http://www.hl7.org/

http://www.hl7.org/

http://www.hl7.org/

http://www.hl7.org/


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Questions / Discussion / Feedback

• [email protected] or [email protected] (734) 677-7777

• [email protected] (Project Services Work Group listserv)





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• REVIEW SLIDE 2

hl7 project management tool overview for hl7 project facilitators david hamill director, project...

Documents

project report

project ways

project type slide

search project insight

hl7 project scope statement

project health report

project tools available

project scope stmt info