HL7 Project Management Tool Overview for HL7 Project Facilitators

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HL7 Project Management Tool Overview for HL7
Project Facilitators

• David Hamill
• Director, Project Management Office

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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 (contd)
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Searchable Project Database (contd)
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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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Full Project Report in GForge (TSC File tab)
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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)

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Getting Started

• How to get to Project Insight
• Via www.HL7.org Resources gt Tools Resources,
  under Project Tracking ToolsURL
  healthlevelseven.projectinsight.net (no www)
• Username / Password
• Each Work Group and Steering Division has one for
  creating/managing projects

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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 (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.

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HL7 Project Scope Statement
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PSS Location Resources gt Templates
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PSS Location Resources gt Templates
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Search Project Insight
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Search Project Insight (contd)
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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 (ProjectgtFoldergtDoc)
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Project Schedule (Optional)
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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

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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 gt
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 (pmo_at_hl7.org).
4. PMO enters the Project Scope Statement into
   Project Insight
5. Steering Division reviews / approves the Project
   Scope Statement

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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

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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 gt Templates
• Project Approval Processes
• via www.HL7.org Resources gt Templates
• Search HL7 Projects
• via www.HL7.org Resources gt Tools Resources gt
  Project Tracking Tools
• Search Current Projects from Project Insight link
  
• HL7 Project Homebase (GForge) gt TSC File tab
• Project Insight URL (no www)
• via www.HL7.org Resources gt Tools Resources gt
  Project Tracking Tools

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Questions / Discussion / Feedback

• pmo_at_HL7.org or dhamill_at_HL7.org [phone]
• owner-psc_at_lists.hl7.org (Project Services Work
  Group listserv)

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• REVIEW SLIDE 2