Project Charter

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Part 1

Use what you learned about quality improvement, identifying a measurable gap, creating SMART objectives, and drafting a project AIM Statement as you develop Part 1 of your Project Charter from a nursing perspective.

Introduction

In this assessment, you will develop your problem statement as well as your AIM statement for your Project Charter. It is critical to identify the "gap" or area for improvement with supporting evidence. The AIM statement represents the goals you are trying to accomplish, the impact on the population, system, or organization, the "why" (why are you undertaking this task), and relevant background information. One way to operationalize your AIM statement is by developing SMART Goals.

Demonstration of Proficiency

By successfully completing this assessment, you will demonstrate your proficiency in the course competencies through the following assessment scoring guide criteria:

· Competency 2: Analyze a health care issue from a leadership perspective, applying quality improvement principles and evidence-based standards.

. Develop a problem statement that focuses on a specific problem and is solvable.

. Develop complete SMART objectives related to the proposed project.

. Develop an AIM statement that includes measurable goals the project is intended to accomplish and the anticipated impact on the population, systems, or organizations served.

· Competency 3: Develop a project charter that addresses a potential gap, problem, or opportunity within a health care system.

. Describe an existing change opportunity that focuses on one area, is measurable, and the desired state after improvement is in measurable terms.

. Discuss multiple timely sources to support the need for improvement.

· Competency 5: Communicate in a manner that is scholarly, interprofessional, and respectful of the diversity, dignity, and integrity of others.

. Address most components of the assessment prompt appropriately, using the assessment description to structure the text.

. Apply APA style and formatting to scholarly writing.

Overview

In this course, you will use critical thinking, analytical capabilities, and creative insights to develop a Project Charter. A project charter provides an overview of a proposed project and is a working plan for how it will be executed. It contains key information including the who, what, when, and where of the project and how it will be conducted.

For your Project Charter, you will act as a 21st-century leader to identify and address a problem, gap, or change opportunity that improves health care delivery and/or systems. You will consider how leaders contribute to the profession by applying quality improvement principles and evidence-based standards within a culture of ethical practice, diversity, equity, and inclusion.

Instructions

For part 1, use what you learned about quality improvement, identifying a measurable gap, creating SMART objectives, and drafting a project AIM Statement as you develop Part 1 of your Project Charter from a nursing perspective.

Use the Project Charter Template [DOCX] to complete the following items found in Part 1:

1. Project Name: Create a title for your Project Charter.

. Make the title specific and distinct from other projects so the reader knows the goal and wants to learn more.

. Be creative in developing your title.

2. Gap Analysis: In this section, identify a gap or change opportunity in measurable terms. Select one specific area than can be quantified/measured: What are you trying to accomplish?

. Describe the quantifiable current state, e.g., the existing condition.

. Describe the quantifiable desired condition: What should be happening?

. What is the quantifiable difference between the current status and what it should be, e.g., the gap?

. What methods were used to identify the gap?

. Why is improvement needed in this area? Why is this problem important/meaningful/relevant?

3. Evidence to Support the Need: In this section, select, summarize, and analyze timely (published within the last five years) sources that substantiate or explain the gap and the need for improvement.

. Include 2–3 sources that substantiate the gap or problem that exists and why improvement is needed.

. Consider primary and secondary data sources, regulatory requirements, clinical practice guidelines, and benchmarking data.

. Cite all sources using the most current version of APA formatting inclusive of publications within the last five years.

4. Problem Statement: After performing the Gap Analysis, develop a problem statement that:

. Focuses on one specific problem.

. Can be realistically solved, e.g., organizationally or local community.

. Identifies the effect on the population or process.

. Is clear and concise (1–2 sentences).

5. SMART Objectives: Write SMART Objectives that define the population and the systems affected for your Project Charter. Complete SMART objectives address all of the following:

. Specific: Who is the target population, persons, or process?

. Measurable: How will you measure the change you anticipate: An increase or decrease? This must be stated in measurable terms.

. Achievable: Is it realistic? Do you have the time, support, and resources?

. Relevant: Is it important or meaningful? Does it consider issues related to population health and the social determinants of health (health equity, inclusion)? Does it align with organizational mission and goals?

. Time: When will the project begin and when will it end? Be specific!

6. Project AIM: Develop an AIM statement that articulates the overarching purpose of your Project Charter, including:

. The goals you intend to accomplish (use measurable terms, e.g., think about your SMART objective).

. Who will benefit from this?

. What will be done (evidence to support the action).

. Where the change will occur.

. When it will begin and end.

Part 2

Introduction

In part 2, you will identify your team, the relevant stakeholders, and an executive sponsor. You will also decide who will lead the quality improvement team. The team leader is the "driver" of the project and is typically someone with the power and support to implement a change. The leader not only needs to be aware of the clinical, process, or administrative implications and potential consequences of the proposed change, but also be proficient in leadership skills, strategies, and emotional intelligence, with the ability to lead and connect with diverse team members and stakeholders. Does your team leader model effective leadership consistent with change management?

Demonstration of Proficiency

By successfully completing this assessment, you will demonstrate your proficiency in the course competencies through the following assessment scoring guide criteria:

· Competency 1: Evaluate the application of leadership styles to a practice or process change within a health care or public health delivery system.

. Identify and justify the selection of executive or organizational sponsors.

. Justify the selection of a team leader whose leadership style and attributes are most appropriate to the needs of the project.

· Competency 2: Analyze a health care issue from a leadership perspective, applying quality improvement principles and evidence-based standards.

. Justify the selection of team members appropriate to the needs of the project.

. Justify the selection of key stakeholders for the project.

· Competency 4: Develop a data management plan, including a plan for ethical stewardship for data use and communication.

. Develop a communication plan for the executive sponsor, stakeholders, and team members that explains the purpose, methods, and potential assets and challenges.

· Competency 5: Communicate in a manner that is scholarly, interprofessional, and respectful of the diversity, dignity, and integrity of others.

. Address most components of the assessment prompt appropriately, using the assessment description to structure text.

. Apply APA style and formatting to scholarly writing.

Overview

For this second part , you will continue to build upon the Project Charter. Draw on the context you developed concerning the gap, need, or opportunity for improvement to complete Part 2 of the Project Charter Template:

Your Project Charter will be a foundational plan, so you will not actually implement the project, collect or analyze data, et cetera. You may use fictitious information as needed; however, you also need to obtain data from scholarly literature (cited using the most recent edition of APA style) to support your Project Charter. Try to make it as realistic as you can!

Instructions

Now that you have identified the "gap" or opportunity for change, completed the SMART objectives, and developed the AIM statement, it is time to identify an executive sponsor, the team members you will need to address your quality improvement project, a leader to guide your project, stakeholders impacted by the project, and a plan for communicating to various groups. The team should have adequate representation from the respective systems and stakeholders, including end users or those served. As you create your team, consider the importance of leadership style(s) and issues related to diversity, equity, and inclusion in making your selections. Review the course resources and activities from this and previous assessments to inform and support your responses to Part 2 of your Project Charter.

For this assessment, use the Project Charter Template [DOCX] to complete the following items found in Part 2:

1. Executive or Organizational Project Sponsor: Select a project executive sponsor and explain why you choose this person. The project sponsor holds an authority position in the organization and ensures the project aligns with the organizational mission and strategy. This person is the liaison with executive leadership/management. This person is not involved in the day-to-day work of the team but should be aware of the team's progress. This person takes responsibility for the success (or failure) of the project at the organizational level. You may identify the executive sponsor by title or role. When selecting the executive or organizational sponsor, consider the following to explain why you selected this person:

. Identify this person by role and title. Provide a fictional name or use initials (please do not use a person's real name or other identifying information).

. Explain why you selected this person, including factors such as:

. Executive level accountability for success or failure.

. Access to support and resources.

. The ability to address resistance and challenges.

. Creates conditions for success.

2. Select the Team: Identify 4–6 team members for the Project Charter. Think about who is familiar with the different parts of the systems. The team should consist of the people who are involved with the practice change and carrying out the effort. Some people may have expertise in several areas. Think about the people who are most important to the project, then complete the following:

. Describe each team member's title, department, or affiliation.

. Think about who is familiar with the different parts of the systems.

. As you consider team members, prioritize them in terms of "must have."

. Explain how the person contributes to the project's success/rationale for inclusion.

. The team should consist of the people who are involved with the practice change and carrying out the effort.

. Some people may have expertise in several areas.

. Explain how the person will add to the team and/or project’s success.

. Consider how a diverse set of individuals (demographics, disciplines, experiences, knowledge) will add to the team and/or project’s success.

3. Select Your Team Leader: After reviewing the Applying Leadership Styles interactive media activity, consider the leadership styles and organizational roles most appropriate to drive your project. Then describe a real or fictitious leader who reflects this style and their primary role in the organization. Include the following to demonstrate why this leader is best suited to drive your project:

. Identify the team leader by initials or a fictitious name and primary role within the organization.

. Describe two leadership styles appropriate to the project that the leader might utilize.

. Present 1–2 sources (published within the last five years) to support your discussion of these leadership styles. Include APA-style citations.

. Explain why these two leadership approaches are important to your project's success.

. Provide examples of how the leader might apply these leadership approaches in practice.

. Describe useful qualities this leader might leverage for success.

. Consider emotional intelligence and communication/collaboration attributes.

. Consider proficiency with practices related to diversity, equity, and inclusion.

4. Key Stakeholders: Identify 3–4 key stakeholders for the project. Stakeholders have a vested interest in the planned change and represent a wide variety of people and organizations, e.g., patients/clients, family members, policymakers, advocacy groups, providers, community resources, health promotion organizations, nonprofit groups, et cetera. Use fictional names or initials when identifying stakeholders, and include the following when identifying key stakeholders for your Project Charter:

. Who is the targeted population?

. What is the stakeholder’s connection to the project?

. How is the stakeholder affected or impacted by the project?

. What is the stakeholder’s contribution to the project?

5. Communication Plan: Develop a communication plan for the executive sponsor, stakeholders, and team members. Consider the “audience,” and different needs according to culture, language, and other factors. Include information related to the following:

. The purpose of the communication.

. The methods of communication employed (e.g., who is the audience, type of communication needed for team members versus stakeholders, sponsor, etc.).

. Potential challenges and assets:

. Cultural competency.

. Implicit bias.

. Different levels of knowledge, experience, disciplines, and roles.

. Representation.

. Diversity and inclusion.

. Cite literature to support best practices related to communication and collaboration within diverse teams (1–2 sources, published within the last five years, using the APA format).

Part 3

Develop an intervention; devise how you will measure if the "change" had the desired effect; establish how you will collect, manage, protect the data as well as its use and interpretation; consider leadership in the context of ethics, diversity, equity, and inclusion; and discuss the potential benefits as a result of this work.

Introduction

In this assessment, you will define the intervention, measurement, and how you will manage and protect the data. Now is also the time to take a step back and consider ethical leadership within the context of quality improvement. How might the Quadruple Aim/Quintuple Aim be used to frame quality improvement efforts with a focus on the patient/client experience (quality and satisfaction), the health of populations, reducing per capita costs, the well-being of the health care workforce, and health equity? In this assessment, you will have an opportunity to consider ethical principles and leadership and complete a SWOT analysis to assess how your quality improvement project affects the target population, the organization, and those served.

Demonstration of Proficiency

By successfully completing this part 3, you will demonstrate your proficiency in the course competencies through the following assessment scoring guide criteria:

· Competency 2: Analyze a health care issue from a leadership perspective, applying quality improvement principles and evidence-based standards.

. Explain organizational or systemic strengths, weaknesses, opportunities, and threats (SWOT) relative to the identified project aim.

· Competency 3: Develop a project charter that addresses a potential gap, problem, or opportunity within a health care system.

. Describe the planned intervention specific to the identified gap.

. Explain how the intervention will be evaluated including outcome, process, and balancing measures.

· Competency 4: Develop a data management plan, including a plan for ethical stewardship for data use and communication.

. Develop a data collection and management plan that explains how information is collected, managed, and protected.

. Describe how ethical leadership practices might be addressed in this project, including ethical leadership principles.

· Competency 5: Communicate in a manner that is scholarly, interprofessional, and respectful of the diversity, dignity, and integrity of others.

. Address most components of the assessment prompt appropriately, using the assessment description to structure text.

. Apply APA style and formatting to scholarly writing.

Instructions

You have identified the gap, set measurable objectives, gathered the team, designated leadership, and developed a plan for communication and collaboration. Now you are ready to develop the intervention and decide how you will measure if the "change" had the desired effect, and consider how you will collect, manage, and protect the data as well as its use and interpretation. Think about your Project Charter in the context of ethics, diversity, equity, and inclusion, and the potential benefits that may result from this work. Review the information from Assessments 1 and 2, reflect on the work you have completed, then complete Part 3 of your Project Charter.

For this assessment, use the Project Charter Template [DOCX] to complete the following items found in Part 3:

1. Intervention & Measurement: Now that you have your team members and a plan, it is time to consider the intervention for the "change" and how you will measure the impact.

. Describe the planned intervention.

. What will you do that is different from the current condition or state? This is the “change strategy” that will address the identified gap.

. Who will be involved with implementing the change?

. Process for implementation including when, where, and how. The planned intervention should address the specific gap you identified in Part 1.

. The information provided should allow someone to replicate the planned intervention so be sure to include specific steps/information.

. Develop Outcome, Process, and Balancing Measures.

. Outcome: What is the desired outcome in measurable terms.

. Compare to the SMART objective you developed that is stated in measurable terms.

. State the desired outcome after the intervention has been implemented. This should be stated in very specific and measurable terms with time parameters.

. Process: State 1–2 process measures that address:

. Are you doing the right things to achieve the outcome?

. Are the steps in the process leading to the planned outcome?

. These should be specific and in measurable terms.

. Counter/Balancing: As you are not implementing the project, develop counter/balancing measures that might be anticipated if the planned intervention is implemented:

. Consider the potential for the changes being made causing problems in other areas that may not be anticipated.

2. Develop a data collection and management plan: Use the template provided to input your data collection and management plan. This plan should explain how information is collected, managed, and protected. Include the following:

. Describe the data that will be collected.

. Describe who will collect the data. Explain their role and why this person(s) is selected.

. Describe when the data will be collected. Provide a beginning and ending time frame.

. Describe how the data will be stored/protected. Consider security, de-identification, confidentiality, and anonymity.

. Diversity, Equity, and Inclusion: How will the data be interpreted? Do you have any concerns about how bias might affect data collection, interpretation or application?

. Provide 1–2 citations/references as needed to support your conclusions (cited using the most recent edition of APA style).

3. Ethical Considerations/Diversity, Equity, Inclusion: As a leader in the field, evaluate how you might address the following within the context of the Quadruple/Quintuple Aim:

. Who may benefit from the project?

. Who may be harmed by the project?

. Who is included and who is excluded? Consider vulnerable populations

. How does this align with ethical leadership?

. How might you leverage power as a leader toward equity?

. Will you utilize different leadership styles or approaches?

. What specialized skills or best practices might be utilized?

. How will the well-being of those taking part in the project be addressed?

. Include 1–2 citations/references published within the last five years, using the APA format..

4. Complete a SWOT Analysis:

. Strengths: Project strengths: What are the assets of the organization that will help it achieve a successful outcome, e.g., knowledge, support, resources, funding, etc.? Some examples might include things your organization does well, qualities that make you different from others, internal resources and assets (loyalty, retention, et cetera).

. Weaknesses: Potential obstacles or challenges—limitations that may affect success. What are the potential barriers that might interfere with success? In the past, what factors were aligned with lack of success and obstacles to change. Some examples might include lack of resources, lack of personnel, organizational commitment, et cetera.

. Opportunities: Opportunities to facilitate project success—factors that might be utilized to increase the likelihood of success. Some examples might include accessing external resources, opportunities for training and education to meet the needs, needs assessment for underserved groups, et cetera.

. Threats: Potential threats to the project—factors and events that may disrupt goal attainment. Some examples might include increased competition, changes in regulations or policies, changes in populations, attitudes, et cetera.

Competencies Measured

By successfully completing this assessment, you will demonstrate your proficiency in the following course competencies and scoring guide criteria: