Project Insight Overview January 11 th and 15 th, 2009 Orlando Working Group Meeting David Hamill...

Project Insight Overview

January 11th and 15th, 2009

Orlando Working Group Meeting

David Hamill

Director, Project Management Office

October, 2009 WGM - Orlando Project Insight Overview 2

Goals

• Demonstrate Project Tools

• Project Insight Overview

• Help Project Facilitators in project development and facilitation

• Promote the use and understanding of Project Insight throughout HL7


Progress To Date

• Conducted Overview classes at each WGM since September, 2007

• Worked with Co-Chairs to pilot Project Insight

• Rolled out the Project Approval Process and updated the Project Scope Statement Template

• Added projects dating back to 2005 into Project Insight; Co-Chairs validated their Work Group’s projects

• Published the HL7 Project List on GForge via the TSC Files tab


Progress To Date (cont’d)

• Implemented a Searchable Project Database on www.hl7.org (Resources column)

• Established the Project Facilitator Role with the Project Services WG

• Created four schedule templates for ballotable projects with the Project Services WG

• Conducted Webinars in October, 2008

http://www.hl7.org/


Searching for a Project

Ways to search for an HL7 Project:

• Searchable Project Database

• GForge TSC File

• Project Insight


Searchable Project Database


Searchable Project Database (cont’d)


Search – GForge TSC File


Summary

Project Insight is a 100% web-based project management software application with tools that offer many strategic benefits to HL7; such as:

• Intelligent project scheduling; including cross project dependency capability

• Flexible reporting

• Project templates

• Customization (Administrator Function)

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


Getting Started

• Project Insight URL (no ‘www’)

healthlevelseven.projectinsight.net

• Username / Password

Each Work Group and Steering Division has one for creating/managing projects


Getting Started


Welcome Screen


Modifying Portal Page (aka Home Page)


Recommended Home Page View


Search – Project Insight


Search – Project Insight (cont’d)


HL7 Project Scope Statement – Where it all begins


Viewing the Project Scope Stmt in Project Insight


Viewing the Project Scope Stmt (cont’d)


Add Project


Project Scope Stmt to Project - Add Page


Project – Add Page (General Tab)


Project – Add Page (Custom Fields Tab)


Project Folder Hierarchy


Reports


Project Report


Excel Export of Project Report


Project Lifecycle Process


Schedule Templates (Pilot)


Project Schedule


Column Display Options


Marking Project Task Complete


Editing/Adding/Modifying Project Tasks


Modifying Tasks (General / Predecessor Tabs)


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 by WG, SD, TSC

Update/maintain Project Insight project plan

• Steering Division: Manage their SD’s project portfolio

Liaison between SD and PMO

Mentor WG Project Facilitators

Assist SD Chairs addressing projects in jeopardy


Project Approval Process

1. Project Facilitator creates a Project Scope Statement (PSS).

2. Sponsoring Group reviews and 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 reviews the Scope Statement (this occurs simultaneously with step 5).

5. The appropriate Steering Division reviews and approves the PSS

mailto:[email protected]


Project Approval Process (cont’d)

6. The Steering Division submits Scope Statement to TSC for approval by creating an issue for the TSC on GForge and attaching the PSS to the issue.

7. The PMO audits the PSS approval process and enters approval dates in Project Insight.

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


Next Steps for PMO and Project Services WG

• Expand Use of the Four Schedule Templates

• Assist/Mentor Project Facilitators – both the Steering Division and Work Group Project Facilitators

• Offer Additional Training Sessions to Work Groups (webinars)

• Rollout 2009 Versions of the Project Scope Statement and Project Approval Process

• Add customizations to Project Insight based on the 2009 Versions of the PSS and Project Approval Process


References

Project Insight URL (no ‘www’)- healthlevelseven.projectinsight.net

Project Scope Statement Template - Co-Chairs Utility Page on www.hl7.org - GForge Project Services Doc tab: http://hl7projects.hl7.nscee.edu/docman/?group_id=55

Project Approval Process - Project Scope Statement Template – Appendix B - GForge Project Services Doc tab: http://hl7projects.hl7.nscee.edu/docman/?group_id=55

Search HL7 Projects- www.hl7.org Searchable Project Database - GForge TSC File tab: http://hl7projects.hl7.nscee.edu/frs/?group_id=52


Where to Find Documents Referenced Today?

Project Services Docs/Presentation Page

- Project Scope Statement

- Project Approval Process

- Project Facilitator Responsibilities

- Project Life Cycle diagram/flow

- Tutorial PowerPoint

- Project Schedule Template Spreadsheet


Questions / Discussion / Feedback

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

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




Project Insight Overview January 11 th and 15 th, 2009 Orlando Working Group Meeting David Hamill...

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