Project Management Microsoft Project IT 625

Wellness Vendor - Project Charter

Project Name: Wellness Vendor

Project Information Project Number W1005 IS Request Number RW1005

Request Date July 1, 2015 Requester VP Operations Request Name Wellness Vendor Business Unit IT Business Area Information

Technology (IT) Executive Sponsor Sr. VP Information

Systems Project Owner Sr. VP

Information Systems

Business Area Approver VP Operations

Overall Score 54

Scope & Objectives

Business Problem Addressed Create modular software package to handle wellness vendor data to ensure appropriate preventative care is being tracked for members.

Request Vision & Scope Vendor wellness member tracking and management. Business Assumptions & Risks

Vendor data availability and format. Data analytics and reporting capabilities.

Timing & Dependencies Go-live date: June 6, 2016 Narrative Summary of Benefits

Increase vendor revenue, decrease inappropriate utilization of care, and improve return on investment for wellness vendor programs.

Business / Strategic Alignment Corporate Sustainability 9 Administrative Efficiency 9 Revenue Generating 9 Customer Service or Experience

3

Member Touchpoint Measures/Trends

3

Request Expands Scope of Products & Services

3

Request contributes to IHM’s Strategic Objectives

3

How This Request Supports These Drivers

Increase in revenue

Strategic Score 39

Wellness Vendor - Project Charter

Risk / Compliance Fulfill a Corporate Requirement

15

Address a Federal / State Mandate

0

Address an Association Mandate

0

Address a Customer Mandate

0

How This Request Supports These Drivers

Increase preventative care management and administrative cost internally.

Risk Score 15

Business Requirements

1. Vendor sends daily data input file for report analytics.

2. Send weekly vendor output analytics file (summarization of weekly activities) . 3. Vendor evaluates information for approval on correctness of data output.

4. Additional files, upon request sent to/from vendor.

5. Vendor I/S reporting (requires report prototypes).

Constraints/Exclusions Project Exclusions N/A Governing Agreements Governmental regulations and guidelines, vendor contract

language

Organizational Impact Operations Vendor wellness programs , I/S technical support, report &

analytics Call Center Customer service IT support Product Management Wellness product management for modular software Information Technology Wellness provider file layouts and reporting Business Continuity & Disaster Recovery

Data storage

Wellness Vendor - Project Charter

Risks

Risk Area Likelihood Risk

Owner Description

Vendor

Performance High

All governmental regulations and standards must be in

compliance and maintained by vendor. All accreditation

standard(s) must be in compliance and maintained for vendor.

Resources

Resources Internal/External Estimated hours Role Description

Identified in project

plan Internal

Refer to project

plan

<Roles & Responsibility

document

Identified in project

plan

External

consultants

Refer to project

plan

<Roles & Responsibility

document

Assumptions

1. Vendor responsible for sending data file (input) . File layout determined and agreed upon by

all stakeholders. 2. Send weekly output file to vendor.

3. Vendor determines weekly analytical reporting static report layouts. (Report mock-ups)

Project Team Roles and Responsibilities Role Name

(if available) Responsibility

Executive Sponsor

Sr. VP Operations

IS Contact PMO Contact Project Manager IS Manager

Wellness Vendor - Project Charter

Cost/Benefit Analysis Total Hours hours Total Labor Cost $ Other Costs $

Total Estimate $

Wellness Vendor - Project Charter

Milestones

Desired Date Milestone Description