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TSE029-HC Project Management "Lite" for Healthcare

"The Survival Kit"

Course Description

We all do projects all the time; frequently without realizing it is a project!  Healthcare projects carry concerns, not always found in traditional management or even ‘regular’ Project Management.  This one-day module introduces anyone working in Healthcare to Project Management and its issues.  Our model of Planning, Organizing, Scheduling, Controlling and Managing Change, with simple and effective tools and techniques, is presented and practiced.  The overall objectives of this workshop are to inform participants in Healthcare of their roles in projects, and to enable negotiation, communication and coordination to help you and your project survive!

Since this workshop provides the essential tools and techniques practiced in our more detailed TSE001-HC Project Planning and Control (The Foundations of Project Management for Healthcare), it carries the nickname, “The Survival Kit”.  Introduction and references to the CMS, Centers for Medicare and Medicaid Services, XLC, eXpedited Project Life Cycle are also included.

Once completed, participants involved with PMI® and the Project Management Institute’s Project Management Professional – PMP®, CAPM® or PMI-PBA programs, earn 8 PDUs or 8 “Contact Hours”.  These credits also are accepted as Continuing Education, CE Hours by HIMSS.   Other Healthcare certification agencies should accept these units and the .8 CEUs it carries.

Upon completion of this workshop, each participant will be able to:
  1. Understand a project’s mission, objectives (SMART) and risks, and begin determining the scope of the work;
  2. Understand how the CMSXLC Project Life Cycle can be used as a guide and job-aid;
  3. Understand the very effective CMS Risk Framework and how it can help your project;
  4. Assemble a work plan; determine the project’s schedule and options;
  5. Understand the importance of identifying and producing deliverables according to the agreed upon schedule, while still meeting requirements;
  6. Understand the importance of effective project communications (No surprises!) and the recommended CMS Communications Plan;
  7. Understand each team member’s role and responsibilities;
  8. Deal with the dynamic world of Healthcare and project changes;
  9. Track and be able to report project progress and quality;
  10. Understand how Microsoft Project or other Project Management software tools can help you to plan, organize, control, change, monitor and report on projects.

Instructional methods for this special full-day module are lecture, discussion and case study team exercises.  Upon request, we will include additional detailed references and samples of the CMS project life cycle and applicable in-house templates for on-the-job use.  Although Microsoft Project is not taught during this workshop, examples of its effective application and use are discussed and integrated.

Course Outline

I. Project Management Concepts

                           A. Process vs. Project Management

                           B. Project Characteristics

                                   1. Mission

                                   2. Beginning and End

                                   3. Resources

                                   4. Roles and responsibilities

                                   5. Risk

                                   6. Visibility

                           C. PMI®, its Role and Benefits

            II. Project Management Model

                           A. Project Management (in the World of Healthcare)

                           B. Project Life Cycles (The Project Process)

                                   1. Current Options

                                   2. The CMS XLC Life Cycle

                           C. Integration of the Project and the Process

                           D. Stakeholder Roles and Responsibilities

                           E. The Total Systems Pentagon for the Healthcare Environment

            III. Best Practices

                           A. Scope (Identifying the Deliverables)

                           B. Managing Risk and the CMS Risk Framework

                           C. The Need to Negotiate

                           D. Critical Project Communication

            IV. Managing the Pentagon

                           A. Time

                           B. Money

                           C. People

                           D. The Plan

                           E. Scope and Quality

                           F. and of course, RISK

                           G. The benefits of Being Proactive

                                   (and the ability to react quickly!)

            V. Planning

                           A. Scope Management

                           B. Project Risks and Assumptions

                           C. The Work Breakdown Structure (WBS)

                           D. Estimating Techniques

                           E. Network Diagram (Dependency Diagram)

                                   1. The Critical Path

                                   2. Why this is important

                           F. Gantt Chart – Time-line

                           G. Putting it all together – The CMS Project Management Plan

            VI. Organizing and Scheduling

                           A. The Project Environment

                                   (The Team)

                           B. Staffing the Project

                                   (Who makes the choice?)

                           C. Resource Schedule Conflicts

                           D. Support Groups and Outside Vendors

                                   (Cross-Functional Projects)

                           E. Communications – Communication – Communications

                           F. The CMS Communications Plan can help!

                           F. Approvals or Other Process Items

            VII. Execution, Monitoring and Control

                           A. Track Progress & Quality

                                   Easy yet helpful metrics

                           B. Corrective Actions

                           C. Informing Management

                                   This could be tough!

         VIII. Change Control (Scope Management)

                           A. Plan for Changes

                                    or suffer the consequences!

                           B. Implementing an Effective Change Control Process

           IX. Project and Stakeholder Roles and Responsibilities

            X. Conclusion

                           A. Closure and Lessons Learned

                           B. Additional Healthcare Environment Resources

                           C. Participants Critique the Workshop



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