CDC Project Management Resources for EHDI Programs Presented

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 n Why project management? n CDC project management resources n State resources for project management n 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? n n 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 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. n n n A Framework Process Guides Practices Guides n n n Checklists Templates Examples Constantly evolving!!! 11 TM

Starting with the Framework Phases of project* n In the Context of Initiating Defines and Authorizes a project n Planning Defines and refines objectives and plans the course of action n Executing Integrates people and other resources to carry out the project n Monitoring / Controlling Regularly measures and monitors progress to identify variance from the plan so corrective action can be taken as necessary n 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: u u u Goals Management Security Certification and Accreditation Privacy Impact Assessment u u 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: //www 2 a. cdc. gov/cdcup/document_library/practices_guides/def ault. asp Project Document Matrix http: //www 2 a. cdc. gov/cdcup/document_library/document_matrix. asp Project Management Guide http: //www 2 a. cdc. gov/cdcup/document_library/pm_guide/default. asp 20 TM

Very Useful Resource: Practices Guides Topics include: n Project charter n Change management n Scope planning n Work breakdown structure n Risk management n Many more Guides include: n Purpose n Overview n Examples n Specific activities n Practice attributes n Key terms n Related tools/templates 21 TM

Practices Guide Example 22 TM

Very Useful Pages Practices Guides http: //www 2 a. cdc. gov/cdcup/document_library/practices_guides/def ault. asp Project Document Matrix http: //www 2 a. cdc. gov/cdcup/document_library/document_matrix. asp Project Management Guide http: //www 2 a. cdc. gov/cdcup/document_library/pm_guide/default. asp 23 TM

Project Document Matrix 24 TM

Very Useful Pages Practices Guides http: //www 2 a. cdc. gov/cdcup/document_library/practices_guides/def ault. asp Project Document Matrix http: //www 2 a. cdc. gov/cdcup/document_library/document_matrix. asp Project Management Guide http: //www 2 a. 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: //www 2 a. cdc. gov/cdcup/document_library/success_factors. asp 28

When are the resources useful? n n n 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/guidebook 2/templates/index. htm

Project Management and EHDI n n n 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 n n Why project management? Overview of CDC project management resources (CDC UP) n State resources for project management n Project management and EHDI programs 35 TM

In Closing… Movement toward standardization of project management practices Project Management Institute u In place in business u Particularly in IT project management u Catching on in government u Government / private sector meet on these types of projects u 36 TM

Acknowledgements CDC, National Center for Public Health Informatics, CDC UP Team Tom Savel, MD u Peggy Joyner, MBA, PMP u Daniel Vitek, MBA, PMP u 37 TM

Questions? ---------------- CDC Unified Process http: //www. cdc. gov/cdcup --------------Please direct questions to: Jamie Elliott jei 2@cdc. gov / (404) 498 -3018 38 TM