hl7 project management tool overview for hl7 project facilitators david hamill director, project...
TRANSCRIPT
![Page 1: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/1.jpg)
HL7 Project Management Tool Overview for HL7 Project Facilitators
David Hamill
Director, Project Management Office
![Page 2: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/2.jpg)
2011 Edition HL7 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
![Page 3: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/3.jpg)
2011 Edition HL7 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
![Page 4: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/4.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
4
Searchable Project Database
![Page 5: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/5.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
5
Searchable Project Database (cont’d)
![Page 6: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/6.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
6
Searchable Project Database (cont’d)
![Page 7: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/7.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
7
Search Parameter: Project Type
![Page 8: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/8.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
8
Search Parameter: Status
![Page 9: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/9.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
9
Search Parameter: Product Type
![Page 10: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/10.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
10
Search Parameter: Date
![Page 11: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/11.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
11
Summary View – Searchable Project Database
![Page 12: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/12.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
12
Detail View – Searchable Project Database
![Page 13: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/13.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
13
Full Project Report in GForge (TSC File tab)
![Page 14: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/14.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
14
Full Project Report in GForge (TSC File tab)
![Page 15: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/15.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
15
Full Project Report in GForge (TSC File tab)
![Page 16: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/16.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
16
Search – GForge TSC File
![Page 17: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/17.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
17
Project Health Report
![Page 18: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/18.jpg)
2011 Edition HL7 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)
![Page 19: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/19.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
19
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
![Page 20: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/20.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
20
Getting Started
![Page 21: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/21.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
21
Welcome Screen
![Page 22: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/22.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
22
Recommended Home Page View
![Page 23: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/23.jpg)
2011 Edition HL7 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 (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.
![Page 24: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/24.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
24
HL7 Project Scope Statement
![Page 25: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/25.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
25
PSS Location: Resources > Templates
![Page 26: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/26.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
26
PSS Location: Resources > Templates
![Page 27: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/27.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
27
Search – Project Insight
![Page 28: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/28.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
28
Search – Project Insight (cont’d)
![Page 29: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/29.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
29
Viewing the Project Scope Stmt in Project Insight
![Page 30: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/30.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
30
Entering Project Scope Stmt Info into Project Insight
![Page 31: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/31.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
31
Project Scope Stmt to Project - Add Page
![Page 32: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/32.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
32
Project – Add/Edit Page (General Tab)
![Page 33: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/33.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
33
Project – Add/Edit Page (Custom Fields Tab)
![Page 34: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/34.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
34
Project Folder Hierarchy (Project>Folder>Doc)
![Page 35: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/35.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
35
Project Schedule (Optional)
![Page 36: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/36.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
36
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
![Page 37: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/37.jpg)
2011 Edition HL7 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
![Page 38: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/38.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
38
Project Approval Doc Location: Resources > Templates
![Page 39: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/39.jpg)
2011 Edition HL7 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 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
![Page 40: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/40.jpg)
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
![Page 41: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/41.jpg)
2011 Edition HL7 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
![Page 42: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/42.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
42
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
![Page 43: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/43.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
43
Questions / Discussion / Feedback
• [email protected] or [email protected] (734) 677-7777
• [email protected] (Project Services Work Group listserv)
![Page 44: HL7 Project Management Tool Overview for HL7 Project Facilitators David Hamill Director, Project Management Office](https://reader038.vdocument.in/reader038/viewer/2022110116/5514d73555034693478b52af/html5/thumbnails/44.jpg)
2011 Edition HL7 Project Management Tool Overview for HL7 Project Facilitators
44
• REVIEW SLIDE 2