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TSE011-HC Determining Business Requirements For Healthcare

Course Description

Many of us work on projects as team members, managers, users, support groups or project managers.  Most of these projects are cross-functional and/or cross-business, in that they span multiple departments, groups and borders within an organization.  We also find that many times questions are asked about the project’s origin, mission and business objectives and in fact, “Should there even have been a project?”

This program is for anyone who participates in or leads teams involved in developing the business requirements.  Participants learn how to create a Business Case and Business Requirements document and to use the CMS, Centers for Medicare and Medicaid Services Project Charter Template.  These deliverables identify what the project will do (and for whom) and what it will not do (also known as in-scope and out-of-scope.)  This information is also needed by the Business Sponsors to decide whether or not the project should proceed to the next phase.  The CMS XLC - eXpedited lifecycle is also addressed.

The workshop is endorsed by PMI®, the Project Management Institute, to help participants develop better Business Requirements and if they want, prepare for the PMI-PBA, Professional in Business Analysis credential. Attendees involved with PMI’s Project Management Professional – PMP and/or PBA programs, are awarded 16 PDUs or Contact Hours. The workshop is also compliant with the IIBA® BABOK® (Business Analysis Body of Knowledge).  These credits also are accepted as Continuing Education, CE Hours by HIMSS.   Other Healthcare certification agencies should also accept these units.

Upon completion of this workshop, each participant will be able to:
  • Understand the concepts of Business Case, Enterprise Analysis, and Business Requirements and Place them within the Project Life Cycles (AGILE, Waterfall and CMS eXpediter);
  • Apply a framework and toolkit for producing Business Requirements for new and/or improved products, services and processes.Follow the CMS Project Charter Template;
  • Identify the potential stakeholders and roles needed within the business and the Healthcare Project environment;
  • Work with sponsors to develop the Project’s Mission, Scope and Charter;
  • Understand and apply several tools for creating Business Requirements, e.g. Elicitation Methods, Cross-functional Process Mapping, Fish-bone (Ishikawa, Cause and Effect Diagrams), MuSCoW Analysis, Cost Benefit Analysis, Pareto Analysis, ROI, etc.;
  • Use tools to capture and analyze the “current-state” (as-is), identify potential problem and opportunity areas, identify disconnects, and perform gap-analysis to develop the business requirements of potential “end-states” (“to-be” states);
  • Think Lean and follow a process to identify and evaluate alternative “end-state” solutions and develop recommendations and requirements of the “desired-end-states” (“to-be”);
  • Understand and address the impact of change on the staff, and how this affects the business requirements project.

Instructional methods for this two-day course are lecture, discussion, video, detailed team case study workshops that fit the Healthcare environment, and presentations.  Upon request, demonstrations of Microsoft Visio™ can be included as well as specific In-house guidelines for life cycle, approval, funding etc.  This program also includes references to the CMS and applicable templates and processes, PMI PMBOK, PMI-PBASM Handbook, IIBA, International Institute of Business Analysis-BABOK, Six Sigma, and Lean.

Course Outline

  • Introduction and Course Objectives
  • The Grand Scheme of Things
    • What are Requirements?
      • Types of Requirements
        • Business
        • Functional
        • Stakeholder
        • Non-functional
        • Transition
        • Quality
        • Project
      • Product Quality
    • We all know the Impact of Poor Requirements
    • IIBA - Body of Knowledge Relationships
    • CMS Templates and Processes
    • PMI PMBOK and PMI-PBASM Handbook
  • NEEDS ASSESSMENT – Build the Right Thing!
    • The Business Case
    • Statement of Work
    • The Strategic Plan
    • Stakeholders
      • Identifying Stakeholders
      • Key Stakeholder Roles
      • Sponsor
      • The Requirements Team
    • Project Scope
  • The BA Planning Process
    • Leveraging from the past
    • Project Life Cycle Options
      • Agile Development
      • Waterfall
      • Iterative
      • The CMS eXpediter Lifecycle
    • Thinking Lean
    • Requirements Planning and Management
      • Business Requirements Activities
      • Types of Models
      • Deliverables
      • Roles and Responsibilities
      • Change Control Policies
      • Verification and Validation Methods
      • Approvals Processes
  • Requirements Elicitation and Analysis
    • The Elicitation Process
    • The Four Stages of Elicitation
    • Elicitation Methods
      • Brainstorming
      • Document Analysis
      • Focus Group
      • Interview
      • Observation
      • Prototyping
      • Facilitated Workshop
      • Survey / Questionnaire
    • Models and Techniques
    • Business Process Model (Cross Functional Process Map)
      • Symbols
      • "Swim Lanes"
    • The Framework for Determining the Required Functionality
      • Determining the Current or “As-Is” State
      • Identification of Disconnects/Problem and Opportunity Areas
        • Cause and Effect Analysis (Ishikawa / Fishbone Diagram)
        • 5 Why’s
      • Gap Analysis (Metrics)
    • Designing and Evaluating Potential “To-Be” states
      • Pareto Analysis
      • MuSCoW Analysis
      • Objectives
      • Constraints
      • Risks
      • Assumptions
    • Impact and Transition Requirements
    • Evaluating Alternative Solutions
      • Cost-Benefit Analysis
      • Selection Criteria
      • Packaging the Solution
    • The CMS Project Charter Template
  • Traceability and Monitoring
    • Traceability Matrix
      • Making sure we stay on track
      • Building the ‘Right Stuff’
    • Configuration Management
      • The Change Process
      • Managing Product Changes
  • Solution Assessment and Validation
  • The Challenge of Change
    • Who is Affected
    • Causes
    • Resistance
    • Tactics
      • To Introduce the Solution
      • Getting Buy-in
    • Guidelines
    • Field Analysis
  • Conclusion and Critique
    • Review Major Topics
    • The Total Systems Education Business Requirements Template
    • PMI and the IIBA Credentials
    • Suggested Reading
    • Participants Critique Workshop



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