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Establishing & Maintaining Partnerships. Michael Webb IT Project Manager Utah Department of Health. Presentation Approach. Partnership Defined Examples From Utah’s Child Health Advanced Records Management (CHARM) Program Program/Project Management Perspective. Partnership Defined.
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Establishing & Maintaining Partnerships Michael Webb IT Project Manager Utah Department of Health
Presentation Approach • Partnership Defined • Examples From Utah’s Child Health Advanced Records Management (CHARM) Program • Program/Project Management Perspective
Partnership Defined • Stakeholder = A person having an interest/share in a project. • Partnership = A relationship between a stakeholder (individual or group) and project management characterized by mutual cooperation and responsibility. Project leaders managestakeholderexpectations and nurture partnerships for success.
Initiating Planning Executing Controlling Closing Project Management Phases Project Management Phases CHARM project Partnerships have been established and nurtured inall phases
Establishing Partnerships • Internal Partners • Focus Groups • Program Charter • Interdepartmental Agreements • Approved Plans/Schedules • External Partners • Funding Grants • Focus Groups • Contracts • Memorandums of Understanding
CHARM Program Internal Partners • Executive Management Team • Participating Program Teams • UDOH Grant Managers • Work ‘Thread’ Chairmen • Governing Board • CHARM Core Council
CHARM Program External Partners • Utah ‘Birthing’ Hospitals • Data Quality ‘Pilot’ Project • MTW Corporation • Needs Assessment • Utah State University • Grant Assistance • Technical Consulting • Program Management Assistance • System Development
CHARM Program External Partners • Grantors • CDC > EHDI Cooperative Agreement • HRSA > GSDI Planning Grant • HRSA > SSDI Grant • HRSA > Block Grant • All Kids Count/Connections > Robert Wood Johnson Foundation Grant
Nurturing Partnerships Nurturing partnershipsrequires theapplication of appropriate communications & marketing tools
Initiating Phase Tool Needs Assessment • Identified stakeholders • Employed focus groups • Summarized key findings • Described integrated environment options • Specified integration requirements • Provided ‘next step’ recommendations
Planning Phase Tool Data Integration Plan • Defined vision & mission • Established program organization & governance • Defined ‘work threads’ & goals • Identified risks, assumptions, & constraints • Identified funding sources
Executing Phase Tools Project Schedule
(Summary Statement on the overall status of the ‘Work Thread’; e.g. Technical Development, Data Quality, etc.) Accomplishments • (Major accomplishments during the current reporting period) Current Challenges • (Summary of those tasks which have ‘issues’ that need to be resolved or have completion dates that have slipped) Corrective Actions • (Planned actions to resolve issues or address task slippage) Completed On Target Planned Issues Slippage Executing Phase Tools Status Report
Executing Phase Tools • System Demonstrations • CHARM Communications Plan • CHARM User Group (CHUG) Meetings • Newsletter • Governing Board Meetings & Minutes • CHARM Core Council Meetings &Minutes • Grant Progress Reports
Controlling Phase Tools Change Management Plan • Describes control & implementation of changes to the CHARM baseline including: • Organizational roles • Issue capture & tracking • Software configuration management • Release control • Change process flow
Controlling Phase Tools • CHARM Issue Log • Budget Report
Closing Phase Tools Outcome Measurement Plan • Provides a ‘road map’ to Determine if CHARM goals have been met • Establishes CHARM outcome measurement work group • Describes multi-step outcome evaluation model
Closing Phase Tools • Lessons Learned • Grant Progress Reports
Presentation Take Away • Partnerships are vital to the success of data integration projects • Partnerships have a multiplier effect - together you can accomplish more • Partnerships are not for the faint of heart - it takes commitment to make them work