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Management Section CPHIMS Review Review by: R. Sheldon Tyndall, [email protected] CPHIMS, FHIMSS 706-302-9389
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Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

Aug 18, 2018

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Page 1: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

Management Section CPHIMS Review Review by: R. Sheldon Tyndall,

[email protected] CPHIMS, FHIMSS

706-302-9389

Page 2: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

Identify ways to manage peers

Understand basics of managing departmental resources

Recognize essentials for team participation

List 5 phases of a project & 5 steps to create a project plan

Understand key approaches to customer services

Learning Objectives

Page 3: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

Formalized disciplined

Gained respect in healthcare; i.e.; PMO’s

Standardization through Project Management Institute (PMI)

Project Management

Page 4: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

Project Management is:

“the application of knowledge, skills, tools and

techniques to project activities in order to

meet or exceed stakeholder needs and

expectations from a project”.

PMI – Definition of PM

Page 5: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

Integration Management

Scope Management

Time Management

Quality Management

Human Resource Management

Communication Management

Risk Management

Project Procurement Management

PM – Components of a Good Project

Page 6: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

Beginning & End

Lasting Outcome

Deliverable product/requirement to other Project

Development of milestones

PM – Characteristics of a Good Project

Page 7: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

Initiating

Planning

Executing

Controlling

Closing

PM - Activities

Page 8: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

Authorized by appropriate management

Identified Business needs

Project Goals established

Expectations set

Project Charter created

PM - Initiating

Page 9: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

Create customer objectives

Deliverables to meet objectives

Develop schedules to meet deliverables

Develop plans to support staff, roles & responsibilities

Define project risk, probability of occurrence & contingency plan if risk occurs

PM - Planning

Page 10: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

The 5 P’s

Prior

Planning

Prevents

Poor

Project Management

Page 11: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

Key elements

Milestones – clear, concise and when

Communication

PM - Execute

Page 12: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

Famous Quote “I love it when a plan comes together!”

Can you guess who said this?

George Peppard (Hannibal),

The TV Show “The A Team”

Page 13: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

Communicate! Communicate! Communicate!

Set up monitoring tools such as:

MS Project

Task assignments via Outlook

Auto email/task reminders

Disciplined regularly managed meetings

High level reporting to senior management

Communicate “red flags”, risks, unmet milestones

PM - Control

Page 14: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

Objectives met?

Milestones completed

Customer Acceptance

Lessons Learned

PM - Close

Page 15: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

Project Steering Committee

Project Team

Project Manager

Team Leader

Super User

Vendor Provided PM

PM - Governance

Page 16: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

“The only thing that is permanent is Change!” Plato

Manage “Scope Creep”

Managed change is good

Considerations to allow changes: Value and/or priority

Timing

Cost

Impact

PM - Change Control

Page 17: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

Involve Team Management

Documentation

“If it didn’t get documented, it did not happen”

Functional requirements

RFI/RFP’s

Policy & Procedure review

PM – In Review

Page 18: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

How the customer explained it.

How the project manager understood it.

How the analyst designed it!

Interpretation

Page 19: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

Service Level Agreements (SLA’s)

Best Practices in Help Desk processes

Timely Customer feedback

Issue Tracking & Reporting Mechanism

Surveys

“Perception is as real as reality”

Customer Service

Page 20: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

“The customer experience is the next

competitive battleground.”

Fastcompany.com 1999

Jerry Gregoire, CIO, Dell

Page 21: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

A project manager has been assigned to manage the implementation of a new clinical system. The project manager is responsible for A. Appointing the project steering committee

from hospital management

B. Delivering project objectives within budget and on schedule

C. Delegating project scope decisions to the appropriate team members.

D. Reporting change requests to the CIO for approval or rejection.

Question 5

Page 22: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

B – The project manager is responsible for

1. Delivering project objectives within budget and on schedule.

2. Project scope decisions

3. Assess & reports decisions or requests for decisions at appropriate level of organization

4. Requests that have significant impact on Budget, Scope and/or Schedule go to higher level

5. Not all request would be reported up to a higher level as implied in Answer “D”.

6. The project steering committee would be comprised of a cross section of management and end-users, not just from among hospital management as indicated in Answer “A”.

Question 5 - Answers

Page 23: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

When undertaking a new project assignment, the BEST order of approach is:

A. Initiate, plan, control, execute and close

B. Plan, initiate, execute, control and close

C. Control, plan, initiate, execute and close

D. Initiate, plan, execute, control and close

Question 6

Page 24: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

D – As a project manager, you will:

Initiate project

Lead development of plan for implementation

Execute the plan

Control the scope of the project

Bring it to conclusion

Question 6

Page 25: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

“Even if you are on the right track,

you will get run over if you just sit there.”

Will Rogers - American cowboy, vaudeville

performer, humorist, social commentator & movie actor

Page 26: Management Section - ga.himsschapter.orgga.himsschapter.org/sites/himsschapter/files/ChapterContent/ga... · George Peppard (Hannibal), The TV Show ...

Management Section CPHIMS Review Review by: R. Sheldon Tyndall,

[email protected] CPHIMS, FHIMSS