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

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Michigan Department of Information Technology
http//www.michigan.gov/dit/0,1607,7-139-30637_311
01---,00.html
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Washington Department of Information Services
http//isb.wa.gov/tools.aspx
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Definition Project

• A project is a temporary and one-time endeavor
  undertaken to create a unique product or service,
  that brings about beneficial change or added
  value.
• A project is a carefully defined set of
  activities that use resources (money, people,
  materials, energy, space, provisions,
  communication, quality, risk, etc.) to meet the
  pre-defined objectives.

Source http//en.wikipedia.org/wiki/Project_mana
gement
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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

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CDC Project Management ResourceCDC Unified
Process (UP)

• CDC Unified Process (UP) overview
• CDC UP Framework for project management
• Particularly useful resources

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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.

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What is CDC UP?

• CDC Unified Process (UP) is
• a unified, sequenced organization of the
  portfolio, program, and project management
  processes involved in maintaining strategic
  alignment between Agency goals and objectives,
  CDC investments, and project objectives.  It
  shows the project lifecycle in a broader
  organizational context, and has been discussed
  with CDCs Office of Strategy and Innovation
  (OSI) to promote alignment with the processes in
  the Goals Management initiative.

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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.

• Checklists
• Templates
• Examples

• A Framework
• Process Guides
• Practices Guides

• Constantly evolving!!!

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Starting with the Framework

• In the Context of
• Goals and objectives
• The entire portfolio
• Conception through Retirement
• Budget and performance integration

• 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

Source Guide to the Project Management Body of
Knowledge (PMBOK) Third Edition, 2004
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CDC UP Framework
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Overlap of 5 processes in project management
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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

• Enterprise Architecture
• Procurement and Contracts
• Project Management
• Capital Planning

• Goals Management
• Security Certification and Accreditation
• Privacy Impact Assessment

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Where to start

• CDC UP website is designed with 3 users in mind
• 1. New to project management
• 2. Ready to learn about CDC UP
• 3. Power users who go directly to the resources

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CDC UP Homepage
http//www.cdc.gov/cdcup
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Very Useful Pages

• Practices Guides
• http//www2a.cdc.gov/cdcup/document_library/practi
  ces_guides/default.asp
• Project Document Matrix
• http//www2a.cdc.gov/cdcup/document_library/docume
  nt_matrix.asp
• Project Management Guide
• http//www2a.cdc.gov/cdcup/document_library/pm_gui
  de/default.asp

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CDC UP Homepage
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Very Useful Pages

• Practices Guides
• http//www2a.cdc.gov/cdcup/document_library/practi
  ces_guides/default.asp
• Project Document Matrix
• http//www2a.cdc.gov/cdcup/document_library/docume
  nt_matrix.asp
• Project Management Guide
• http//www2a.cdc.gov/cdcup/document_library/pm_gui
  de/default.asp

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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

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Practices Guide Example
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Very Useful Pages

• Practices Guides
• http//www2a.cdc.gov/cdcup/document_library/practi
  ces_guides/default.asp
• Project Document Matrix
• http//www2a.cdc.gov/cdcup/document_library/docume
  nt_matrix.asp
• Project Management Guide
• http//www2a.cdc.gov/cdcup/document_library/pm_gui
  de/default.asp

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ProjectDocument Matrix
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Very Useful Pages

• Practices Guides
• http//www2a.cdc.gov/cdcup/document_library/practi
  ces_guides/default.asp
• Project Document Matrix
• http//www2a.cdc.gov/cdcup/document_library/docume
  nt_matrix.asp
• Project Management Guide
• http//www2a.cdc.gov/cdcup/document_library/pm_gui
  de/default.asp

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Project Management GuideClick for step-by-step
guidance
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Project Management GuideProvides guidance for
each stage/phase of the project
Click on the Diagram
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Another Useful Page Project Success Factors
http//www2a.cdc.gov/cdcup/document_library/succes
s_factors.asp
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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)

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What about state resources?
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http//www.michigan.gov/dit/0,1607,7-139-30637_311
01_31294_31296---,00.html
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Washington Department of Information Services
http//isb.wa.gov/tools/pmframework/checklist.aspx
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New York State Office for Technology
http//www.oft.state.ny.us/pmmp/guidebook2/templat
es/index.htm
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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?

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Summary

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

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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

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Acknowledgements

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

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• Questions?
• -------------------------------
• CDC Unified Process
• http//www.cdc.gov/cdcup

---------------------------- Please direct
questions to Jamie Elliott jei2_at_cdc.gov / (404)
498-3018