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Chapter One
Key Foundations of
Successful Project
Planning and
Management
Introduction
• Path to innovative project that will add value
from micro level and globally centers around
six elements identified by WHO:
– Addressing the service to be delivered
– Financing
– Governance
– Workforce
– Information systems
– Supply management
Projects, Project Plans, and
Project Management Defined
• What is a Project?
– All projects have a beginning, a duration, and an
end
• Constitute the product’s life cycle
– Project Management Institute (2013)
• A project is a temporary endeavor focused on
producing a unique operational entity.
– Project based on accomplishing a goal for systems,
stakeholders, customers
Projects, Project Plans, and
Project Management Defined
• When Does the Project Begin?
– Series of activities and actions precedes initiation
of a project
– Identify and validate need for the project, develop
plan, and obtain system buy-in and/or approval
from stakeholders
– Project plan
• Budget, work and activity breakdown and schedule,
overall project schedule, supporting documents
Projects, Project Plans, and
Project Management Defined
• What is Project Management?
– Project Management Book of Knowledge (PMBOK)
Guide:
• “Application of knowledge, skills, tools, and techniques
to project activities to meet project requirements
• Accomplished through application and integration of
the project management processes of initiating,
planning, executing, monitoring and controlling, and
closing”
Projects, Project Plans, and
Project Management Defined
• What is Project Management?
– Combination of tools, people, and systems
– Tools
• Computers, software packages, and daily planners
– People
• Organizations and project teams who engage in
processes geared toward goal accomplishment within
systems
Projects, Project Plans, and
Project Management Defined
• Project Life Cycle
– Initiating the project (identifying customer-driven
factors and obtaining leadership approval and
support)
– Planning (human and physical resources)
– Executive (monitors, control, and cycle of effort(s)
– Project closure (training, operations, and support)
Prioritizing Needs That Support
Project Plans and Programs
• Assessing the Environment
– Assessment of strengths, weaknesses,
opportunities
– Threats (SWOT analysis) and gap analysis
– SWOT analysis
• All levels (micro, meso, and macro) must be examined
– Gap analysis
• Individuals seek to establish root problem and collect
evidence that supports need for engaging in the project
Prioritizing Needs That Support
Project Plans and Programs
• Strategy Development
– Strategy
• Overall approach to a problem
– Selected strategy should address levels of need
(micro, meso, macro system needs) depending on
scope of project
– Good communication at all levels is a cornerstone
of successful projects
Prioritizing Needs That Support
Project Plans and Programs
• Project Budget
– Based on objectives and a detailed estimate of all
costs required from inception to completion
– Should be flexible, have standards, and use
available sources first to avoid unnecessary costs
– Four sequential steps to a well-planned project
budget
Value-Based Project Attributes
for Project Sustainment and Management
• Institute of Medicine (IOM) industry services
characteristics:
– Safe
– Effective
– Patient-centered
– Timely
– Efficient
– Equitable
Value-Based Project Attributes
for Project Sustainment and Management
• Key Markers of Value and Success
– Innovation
– Inclusiveness
– Evidence-based foundation
– Transparency
Skills and Tools as Contributors to
Meaningful Projects
• Skills and Tools
– Lead, engage, inspire others toward greatness
– Apply human factors engineering
– Link to goals and measurable, sustainable outcomes
– Activities focused on customers
– A designated leader
– Planning and organizational skills
– Ability, awareness, and sensitivity to address cultural
differences
Managing Projects and Teams in a
Virtual Environment
• Personal Assets
– Individual competence
– Interpersonal skills
– Flexibility
– Accommodation
– Creativity
– Strong work ethic
– Outcomes focus
Managing Projects and Teams in a
Virtual Environment
• Managing a Virtual Team
– Perform a project evaluation
– Determine skill sets needed by team members
– Identify and anticipate obstacles
– Constantly engage members and encourage
bidirectional communication
– Establish timeline and milestones
Managing Projects and Teams in a
Virtual Environment
• Managing a Virtual Team
– Ensure individual team member accountability
– Be cognizant of cultural differences
– Manage conflict and difficult team members
– Provide education and training
Summary
• Planning successful projects requires a series
of deliberate and purposeful activities that
result in an attainable goal.
• Projects may be limited to micro system or
may extend to meso and macro system
level(s) within an organization or industry.
Summary
• Projects are finite in scope.
• Program management extends across a
system or industry.
• Leadership is central to successful projects
and their sustainability.
• Projects that include Triple and Quadruple
Aim goals will benefit both systems and
stakeholders.
Summary
• Envisioning a futuristic state opens up avenues
for changes in behavior and value-based
project outcomes.
• Technology affords opportunities for global
project team membership where talents are
leveraged toward an achievable goal.

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Hm 418 harris ch01 ppt

  • 1. Chapter One Key Foundations of Successful Project Planning and Management
  • 2. Introduction • Path to innovative project that will add value from micro level and globally centers around six elements identified by WHO: – Addressing the service to be delivered – Financing – Governance – Workforce – Information systems – Supply management
  • 3. Projects, Project Plans, and Project Management Defined • What is a Project? – All projects have a beginning, a duration, and an end • Constitute the product’s life cycle – Project Management Institute (2013) • A project is a temporary endeavor focused on producing a unique operational entity. – Project based on accomplishing a goal for systems, stakeholders, customers
  • 4. Projects, Project Plans, and Project Management Defined • When Does the Project Begin? – Series of activities and actions precedes initiation of a project – Identify and validate need for the project, develop plan, and obtain system buy-in and/or approval from stakeholders – Project plan • Budget, work and activity breakdown and schedule, overall project schedule, supporting documents
  • 5. Projects, Project Plans, and Project Management Defined • What is Project Management? – Project Management Book of Knowledge (PMBOK) Guide: • “Application of knowledge, skills, tools, and techniques to project activities to meet project requirements • Accomplished through application and integration of the project management processes of initiating, planning, executing, monitoring and controlling, and closing”
  • 6. Projects, Project Plans, and Project Management Defined • What is Project Management? – Combination of tools, people, and systems – Tools • Computers, software packages, and daily planners – People • Organizations and project teams who engage in processes geared toward goal accomplishment within systems
  • 7. Projects, Project Plans, and Project Management Defined • Project Life Cycle – Initiating the project (identifying customer-driven factors and obtaining leadership approval and support) – Planning (human and physical resources) – Executive (monitors, control, and cycle of effort(s) – Project closure (training, operations, and support)
  • 8. Prioritizing Needs That Support Project Plans and Programs • Assessing the Environment – Assessment of strengths, weaknesses, opportunities – Threats (SWOT analysis) and gap analysis – SWOT analysis • All levels (micro, meso, and macro) must be examined – Gap analysis • Individuals seek to establish root problem and collect evidence that supports need for engaging in the project
  • 9. Prioritizing Needs That Support Project Plans and Programs • Strategy Development – Strategy • Overall approach to a problem – Selected strategy should address levels of need (micro, meso, macro system needs) depending on scope of project – Good communication at all levels is a cornerstone of successful projects
  • 10. Prioritizing Needs That Support Project Plans and Programs • Project Budget – Based on objectives and a detailed estimate of all costs required from inception to completion – Should be flexible, have standards, and use available sources first to avoid unnecessary costs – Four sequential steps to a well-planned project budget
  • 11. Value-Based Project Attributes for Project Sustainment and Management • Institute of Medicine (IOM) industry services characteristics: – Safe – Effective – Patient-centered – Timely – Efficient – Equitable
  • 12. Value-Based Project Attributes for Project Sustainment and Management • Key Markers of Value and Success – Innovation – Inclusiveness – Evidence-based foundation – Transparency
  • 13. Skills and Tools as Contributors to Meaningful Projects • Skills and Tools – Lead, engage, inspire others toward greatness – Apply human factors engineering – Link to goals and measurable, sustainable outcomes – Activities focused on customers – A designated leader – Planning and organizational skills – Ability, awareness, and sensitivity to address cultural differences
  • 14. Managing Projects and Teams in a Virtual Environment • Personal Assets – Individual competence – Interpersonal skills – Flexibility – Accommodation – Creativity – Strong work ethic – Outcomes focus
  • 15. Managing Projects and Teams in a Virtual Environment • Managing a Virtual Team – Perform a project evaluation – Determine skill sets needed by team members – Identify and anticipate obstacles – Constantly engage members and encourage bidirectional communication – Establish timeline and milestones
  • 16. Managing Projects and Teams in a Virtual Environment • Managing a Virtual Team – Ensure individual team member accountability – Be cognizant of cultural differences – Manage conflict and difficult team members – Provide education and training
  • 17. Summary • Planning successful projects requires a series of deliberate and purposeful activities that result in an attainable goal. • Projects may be limited to micro system or may extend to meso and macro system level(s) within an organization or industry.
  • 18. Summary • Projects are finite in scope. • Program management extends across a system or industry. • Leadership is central to successful projects and their sustainability. • Projects that include Triple and Quadruple Aim goals will benefit both systems and stakeholders.
  • 19. Summary • Envisioning a futuristic state opens up avenues for changes in behavior and value-based project outcomes. • Technology affords opportunities for global project team membership where talents are leveraged toward an achievable goal.