IT 625 Info Tech Project/Team Management

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it625-milestone3-memo.docx

Medical Informatics

Project Charter

To: CEO, CIO, Wellness Works Project Representative

CC: Project team

From: <Your Name>

Subject: Wellness Data Integration Project Charter

Date: <today’s date>

___________________________________________________________________________________________

Table of Contents

Project Overview 4

Project Objectives 4

Project Strategy 5

Existing problem: 5

Strengths and Weaknesses: 5

Opportunities and threats: 5

Solution to the problem: 5

Project payback period 5

Estimated Cost: 5

Estimated Effort Hours: 5

Estimated Duration: 5

Project Communication Plan 5

Communications Management Approach 5

Communications Management Constraints 6

Stakeholder Communication Requirements 6

Roles 6

Project Sponsor 6

Program Manager 6

Key Stakeholders 6

Change Control Board 6

Customer 6

Project Manager 6

Project Team 6

Steering Committee 6

Technical Lead 6

Project Team Directory 7

Communication Methods and Technologies 7

Communications Matrix 8

Communication Flowchart 1

Guidelines for Meetings 1

Meeting Agenda 1

Meeting Minutes 1

Action Items 1

Meeting Chair Person 1

Note Taker 1

Time Keeper 1

Parking Lot 1

Communication Standards 1

Communication Escalation Process 2

Glossary of Communication Terminology 2

Project Approvals 3

Revision History

Version

Date

Author(s)

Revision Notes

1.0

(Original author)

Project Overview

Describe the background and context for the project and why it is being undertaken. Speak to the business value of the work being performed. Put enough information here so that the rest of the sections in the Project Definition make sense. (Remove this comment section from final document.)

Project Objectives

Objectives are statements that describe what this project will achieve and deliver. Objectives should be “SMART”: Specific, Measurable, Achievable, Realistic, and Timebound. To be specific and concrete, objectives should be deliverable based. The completion of an objective should be evident through the creation of one or more deliverables. If the statement is at a high level and does not imply the creation of a deliverable, it may be a goal instead. If the statement is too low level and describes features and functions, then it may be a requirement statement instead. (Remove this comment section from final document.)

This project will meet the following objectives:

· Objective 1

· Objective 2

· Objective 3

Project Strategy

Existing problem:

Strengths and Weaknesses:

Opportunities and threats:

·

Solution to the problem:

Project payback period

Estimated Cost:

Estimated Effort Hours:

Estimated Duration:

Project Communication Plan

Communications Management Approach

Approximately 80% of a Project Manager’s time is spent communicating. Think about it – as a Project Manager you are spending most of your time measuring and reporting on the performance of the project, composing and reading emails, conducting meetings, writing the project plan, meeting with team members, overseeing work being performed, meeting with clients over lunch and many more activities related to your projects.

You should give considerable thought to how you want to manage communications on this project. By having a solid communications management approach you’ll find that many project management problems can be avoided. In this section give an overview of your communications management approach.

Communications Management Constraints

All projects are subject to limitations and constraints as they must be within scope and adhere to budget, scheduling, and resource requirements. Project planning and documentation are no exception to this rule. There may also be legislative, regulatory, technology, or organizational policy requirements which must be followed as part of communications management. These constraints must be clearly understood and communicated to all stakeholders. While communications management is arguably one of the most important aspects of project management, it must be done in an effective manner and within the constraints of the allocated budget, time, and resources.

Stakeholder Communication Requirements

Most projects consist of a broad range of stakeholders all of whom may have differing interests and influence on the project. As such, it is important for project teams to determine the communication requirements of these stakeholders in order to more effectively communicate project information. There are a number of methods for determining stakeholder communication requirements; however, it is imperative that they are completely understood in order to effectively manage their interest, expectations, and influence and ensure a successful project.

Roles

Project Sponsor

Program Manager

Key Stakeholders

Change Control Board

Customer

Project Manager

Project Team

Steering Committee

Project Team Directory

The following table presents contact information for all persons identified in this communications management plan. The email addresses and phone numbers in this table will be used to communicate with these people.

Role

Name

Title

Organization/ Department

Email

Phone

Project Sponsor

Program Manager

Project Manager

Project Stakeholders

Customer

Project Team

Communication Methods and Technologies

Many times, the methods and technologies used to communicate are just as important of a consideration as the information being communicated. Imagine a large project with many stakeholders who all have different technological capabilities. Some may have access to a share drive while others do not. Some may have access to video teleconferencing and others only have telephone and email capabilities. In order to be effective, project information must be communicated to everyone involved by some method using available technology. Determining communication methods and what technologies are available should be part of determining stakeholder communication requirements.

Medical Informatics Logo

IT 625 – Project Milestone 3 November 28, 2016

Communications Matrix

The following table identifies the communications requirements for this project.

Communication Type

Objective of Communication

Medium

Frequency

Audience

Owner

Deliverable

Format

Communication Flowchart

Flowcharts provide a visual representation of a process or processes which often allow a better understanding of how the process is intended to work. Project communications may be extremely complex depending on the size and scope of the project and the number of stakeholders. A flowchart provides all stakeholders with a better understanding of the steps involved with the distribution of all project communications.

Guidelines for Meetings

Meeting Agenda

Meeting Minutes

Action Items

Meeting Chair Person

Note Taker

Time Keeper

Parking Lot

Communication Standards

Standardization is a proven way to simplify the complexities of project management communications. Many organizations develop and use standard templates or formats for the various communication tools used throughout projects. Standard templates and formats may be applied to certain types of project meetings or specific types of communication (i.e. emails, status reports, etc.). By using standardization, organizations can help ensure that its project teams and stakeholders have a thorough understanding of what is expected and achieve consistent and effective communications.

In addition to standard templates and/or formats, organizations may standardize file naming or sharing conventions. An organization may use SharePoint or some other type of Web Portal/Network tool (blogs, message boards, etc.) as a standard platform from which to share information and communicate. Additionally, an organization may have standard file naming conventions for their stored data on their internal share drives. Many of these tools and new technologies are used in today’s projects with team members and stakeholders often spread over wide geographic areas. Standardization provides a level of simplicity to an organization’s communication platforms and improves effectiveness and efficiency.

Communication Escalation Process

As issues or complications arise with regards to project communications it may become necessary to escalate the issue if a resolution cannot be achieved within the project team. Project stakeholders may have many different conflicting interests in a given project. While escalations are a normal part of project management, there must be a documented process that defines how those escalations will take place.

Priority

Definition

Decision Authority

Timeframe for Resolution

Priority 1

Priority 2

Priority 3

Priority 4

Glossary of Communication Terminology

Term

Definition

Communication

The effective sending and receiving of information. Ideally, the information received should match the information sent. It is the responsibility of the sender to ensure this takes place.

Stakeholder

Individuals or groups involved in the project or whose interests may be affected by the project’s execution or outcome.

Communications Management Plan

Portion of the overall Project Management Plan which details how project communications will be conducted, who will participate in communications, frequency of communications, and methods of communications.

Escalation

The process, which details how conflicts and issues will be passed up the management chain for resolution as well as the timeframe to achieve resolution.

Project Approvals

Add any signatures that are important for the approval of the project. (Remove this comment section from final document.)

______________________________________ ___________________

Project Executive Sponsor — xxxxx Date

______________________________________ ___________________

Project Sponsor — xxxx xxxx Date

______________________________________ ___________________

Project Director — xxxx xxxx Date

______________________________________ ___________________

Client Project Manager– xxxx xxxx Date

______________________________________ ___________________

Project Manager — xxxx xxxx Date

3

IT 625 – Project Management Case Study