Transcript CDC Project Management Resources for EHDI Programs Presented by John Eichwald, MA Jamie M.

CDC Project Management
Resources for EHDI Programs
Presented by
John Eichwald, MA
Jamie M. Elliott, MPA
Centers for Disease Control and Prevention
National Center on Birth Defects
and Developmental Disabilities
TM
Purpose
To connect you with information and
resources that may help you in managing
projects efficiently and effectively
2
TM
Agenda

Why project management?

CDC project management resources

State resources for project management

Project management and EHDI programs
3
TM
Michigan
Department of
Information
Technology
4
TM
http://www.michigan.gov/dit/0,1607,7-139-30637_31101---,00.html
Washington
Department of
Information
Services
TM
5
http://isb.wa.gov/tools.aspx
Why Project Management?


It is difficult to achieve success in IT-related
projects.
Many EHDI programs are working with IT projects;
all are working with projects.
Being versed in project management concepts and
terminology can:
– aid communication and understanding when working with
staff, contractors, and others
– provide you with structure and guidance in managing your
projects
7
TM
Goal
Goal of CDC Unified Process (UP) is to
increase efficiency and effectiveness of
project management processes and practices
at CDC.
However, the resources can be helpful to
public health project managers outside of
CDC as well.
9
TM
CDC UP is…
The CDC UP is a collection of processes, tools
and artifacts that any project across the CDC can
use to structure, track and manage their activities
and deliverables.



A Framework
Process Guides
Practices Guides



Checklists
Templates
Examples
Constantly evolving!!!
11
TM
Starting with the Framework
Phases of project*

In the Context of
Initiating
Defines and Authorizes a project

Planning
Defines and refines objectives and plans the course
of action

Executing
Integrates people and other resources to carry out
the project

Monitoring / Controlling
Regularly measures and monitors progress to identify
variance from the plan so corrective action can be
taken as necessary

Closing
Goals and objectives
The entire portfolio
Conception through
Retirement
Budget and performance
integration
Formalizes acceptance of the product, service or
result and brings the project or phase to an orderly
end
*Source: Guide to the Project Management Body of Knowledge (PMBOK) Third Edition, 2004
TM
12
CDC UP Framework
13
TM
Overlap of 5 processes in project management
14
TM
CDC UP is…
Integration of processes that comply with:
√
√
√
√
Federal regulations and policies
Industry best practices
Public Health Informatics Network (PHIN) standards
CDC standards
Examples of these processes include:



Goals Management
Security Certification and
Accreditation
Privacy Impact
Assessment




Enterprise Architecture
Procurement and Contracts
Project Management
Capital Planning
15
TM
CDC UP Homepage
17
TM
http://www.cdc.gov/cdcup
CDC UP Homepage
19
TM
Very Useful Pages
Practices Guides
http://www2a.cdc.gov/cdcup/document_library/practices_guides/defa
ult.asp
Project Document Matrix
http://www2a.cdc.gov/cdcup/document_library/document_matrix.asp
Project Management Guide
http://www2a.cdc.gov/cdcup/document_library/pm_guide/default.asp
20
TM
Very Useful Resource:
Practices Guides
Topics include:
 Project charter
 Change management
 Scope planning
 Work breakdown
structure
 Risk management
 Many more
Guides include:
 Purpose
 Overview
 Examples
 Specific activities
 Practice attributes
 Key terms
 Related tools/templates
21
TM
Practices Guide Example
22
TM
Very Useful Pages
Practices Guides
http://www2a.cdc.gov/cdcup/document_library/practices_guides/defa
ult.asp
Project Document Matrix
http://www2a.cdc.gov/cdcup/document_library/document_matrix.asp
Project Management Guide
http://www2a.cdc.gov/cdcup/document_library/pm_guide/default.asp
23
TM
Project
Document
Matrix
24
TM
Very Useful Pages
Practices Guides
http://www2a.cdc.gov/cdcup/document_library/practices_guides/defa
ult.asp
Project Document Matrix
http://www2a.cdc.gov/cdcup/document_library/document_matrix.asp
Project Management Guide
http://www2a.cdc.gov/cdcup/document_library/pm_guide/default.asp
25
TM
Project
Management Guide
Click for step-by-step guidance
26
TM
Click on
the
Diagram
Project Management Guide:
Provides guidance for each
stage/phase of the project
27
TM
Another Useful Page: Project Success Factors
TM
http://www2a.cdc.gov/cdcup/document_library/success_factors.asp
28
When are the resources useful?



New projects
Mid-project
End of project
Specific resources are designed for specific phases
of the project management.
-----------------------------------------------------------------------------------------------
You can use the pieces that meet your needs.
(but CDC UP is designed to be a complete package)
29
TM
What about state resources?
30
TM
31
TM
http://www.michigan.gov/dit/0,1607,7-139-30637_31101_31294_31296---,00.html
Washington Department of Information Services
TM
32
http://isb.wa.gov/tools/pmframework/checklist.aspx
New York State
Office for
Technology
33
TM
http://www.oft.state.ny.us/pmmp/guidebook2/templates/index.htm
Project Management and EHDI



Do you use any of these principles?
Does your jurisdiction have such
resources available to you?
Do you think these tools have any practical
utility for you and your program?
34
TM
Summary

Why project management?

Overview of CDC project management
resources (CDC UP)

State resources for project management

Project management and EHDI programs
35
TM
In Closing…
Movement toward standardization
of project management practices
Project Management Institute
 In place in business
 Particularly in IT project management
 Catching on in government
 Government / private sector meet on
these types of projects

36
TM
Acknowledgements
CDC, National Center for Public Health
Informatics, CDC UP Team
Tom Savel, MD
 Peggy Joyner, MBA, PMP
 Daniel Vitek, MBA, PMP

37
TM
Questions?
-------------------------------
CDC Unified Process
http://www.cdc.gov/cdcup
---------------------------Please direct questions to:
Jamie Elliott
[email protected] / (404) 498-3018
38
TM