Project Insight Overview October 2008 Webinar David Hamill Director, Project Management Office.

Project Insight Overview

October 2008 Webinar

David Hamill

Director, Project Management Office

October 2008 Webinar Project Insight Overview 2

Goals

• Demonstrate Project Tools

• Project Insight Overview

• Help Project Facilitators in project development and facilitation

• Promote the use of Project Insight throughout HL7


Progress To Date

• Conducted Project Insight Overview classes at each WGM since September, 2007

• Worked with Co-Chairs to pilot Project Insight

• Updated the Project Approval Process and Project Scope Statement Template

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

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


Progress To Date (cont’d)

• Implemented a Searchable Project Database on www.hl7.org

• Established the Project Facilitator Role

• Created four schedule templates for ballotable projects


Searching for a Project

Ways to search for an HL7 Project:

• Searchable Project Database (New!!)

• GForge TSC File

• Project Insight


Search – Project Database (New!!)






Search – GForge TSC File


Search – GForge TSC File


Project Insight 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

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


Getting Started in Project Insight

• Project Insight URL (no ‘www’)

healthlevelseven.projectinsight.net

• Username / Password

Each Work Group will have one for creating/managing projects


Getting Started


Welcome Screen


Modifying Portal 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)


Viewing the Project Scope Stmt (cont’d)


Add Project


Project Scope Stmt to Add Project Template












Project Folder Hierarchy


Reports


Blank Project Report


Excel Export of Project Report


Schedule Templates (Pilot)


Project Lifecycle Process


Schedule


Column Display Options


Marking Project Task Complete


Editing/Adding/Modifying Project Tasks


Task List Icon Legend


Marking a Project to be Deleted – PMO Will Normally Do This!!!


Removing a ‘Deleted’ Project – PMO Will Normally Do This!!!


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 with address 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

• Pilot Schedule Templates

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

• Update Project Scope Statement – 2009 Version

• Complete FAQ – When to create a Project Scope Stmt

• Continue to Facilitate Project Insight Use

• Continue to Offer Additional Training Sessions to Work Groups


References

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

Project Scope Statement Template - Project Services Documents/Presentations page via www.hl7.org - 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 Services Documents/Presentations page via www.hl7.org - 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


Questions / Discussion / Feedback

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



Project Insight Overview October 2008 Webinar David Hamill Director, Project Management Office.

Documents

project slide

pilot project insight

use of project insight

project template slide

project development

project ways

sds project

project insight cochairs