CDC Project Management Resources for EHDI Programs

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

2. Purpose To connect you with information and resources that may help you in managing projects efficiently and effectively

3. Agenda • Why project management? • CDC project management resources • State resources for project management • Project management and EHDI programs

4. Michigan Department of Information Technology http://www.michigan.gov/dit/0,1607,7-139-30637_31101---,00.html

5. Washington Department of Information Services http://isb.wa.gov/tools.aspx

6. 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 Why Project Management?

7. 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.

8. Checklists Templates Examples 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. CDC UP is… • A Framework • Process Guides • Practices Guides Constantly evolving!!!

9. Phases of project* 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 Formalizes acceptance of the product, service or result and brings the project or phase to an orderly end In the Context of Goals and objectives The entire portfolio Conception through Retirement Budget and performance integration Starting with the Framework *Source: Guide to the Project Management Body of Knowledge (PMBOK) Third Edition, 2004

10. CDC UP Framework

11. Overlap of 5 processes in project management

12. Integration of processes that comply with: Federal regulations and policies Industry best practices Public Health Informatics Network (PHIN) standards CDC standards Enterprise Architecture Procurement and Contracts Project Management Capital Planning CDC UP is… Examples of these processes include: • Goals Management • Security Certification and Accreditation • Privacy Impact Assessment

13. CDC UP Homepage http://www.cdc.gov/cdcup

14. CDC UP Homepage

15. Very Useful Pages Practices Guides http://www2a.cdc.gov/cdcup/document_library/practices_guides/default.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

16. 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 Very Useful Resource: Practices Guides

17. Practices Guide Example

18. Very Useful Pages Practices Guides http://www2a.cdc.gov/cdcup/document_library/practices_guides/default.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

19. ProjectDocument Matrix

20. Very Useful Pages Practices Guides http://www2a.cdc.gov/cdcup/document_library/practices_guides/default.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

21. Project Management GuideClick for step-by-step guidance

22. Click on the Diagram Project Management Guide:Provides guidance for each stage/phase of the project

23. Another Useful Page: Project Success Factors http://www2a.cdc.gov/cdcup/document_library/success_factors.asp

24. 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) When are the resources useful?

25. What about state resources?

26. http://www.michigan.gov/dit/0,1607,7-139-30637_31101_31294_31296---,00.htmlhttp://www.michigan.gov/dit/0,1607,7-139-30637_31101_31294_31296---,00.html

27. Washington Department of Information Services http://isb.wa.gov/tools/pmframework/checklist.aspx

28. New York State Office for Technology http://www.oft.state.ny.us/pmmp/guidebook2/templates/index.htm

29. 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?

30. Summary • Why project management? • Overview of CDC project management resources (CDC UP) • State resources for project management • Project management and EHDI programs

31. 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

32. Acknowledgements CDC, National Center for Public Health Informatics, CDC UP Team • Tom Savel, MD • Peggy Joyner, MBA, PMP • Daniel Vitek, MBA, PMP

33. Questions? ------------------------------- CDC Unified Process http://www.cdc.gov/cdcup ---------------------------- Please direct questions to: Jamie Elliott jei2@cdc.gov / (404) 498-3018