Strategic Planning for IT Projects

1

• Lecture 3
• Strategic Planning for IT Projects
• (Chapter 7)

2
Learning Objectives

• Strategic Planning Process mission, vision,
  goals and objectives, strategy
• Strategic Planning in Healthcare Informatics
• Strategic IT Planning Process

3
Strategic Management
4
Strategic Planning

• Creative and interactive ongoing process to
  determine what an organization wants to be in the
  future and how it will get there.
• Development of a comprehensive long-range plan
  for guiding the activities and operations of an
  organization.

5
Strategic Planning Process

• Define the corporate vision and mission.
• Specify achievable goals and objectives.
• Develop strategies.
• Set policy guidelines.
• Determine products, services, and markets.
• (Supporting technology must be factored into the
  strategic plan.)

6
The Mission

• Purpose for the organizations existence
• Represents fundamental and unique aspirations
  that make the organization different from others
  who we are, what we do
• Guides the planning process
• All sub-units should be focused on the
  organizations mission and how they contribute
  toward accomplishments.

7
Scope of the Mission

• Defines the type of activities and services that
  will be performed
• Should be clearly identified (detailed) to help
  employees and customers understand the priorities
  of the organization
• Serves as basis for development of certain goals
  and objectives

8
Vision

• A future view of what an organization would like
  to become
• Be the hospital of choice in the region
• Be national recognized as a best research center
  in the field
• Etc

9
Goals and Objectives

• Goalexplains how the mission will be realized
  describes what is to be accomplished
• Objectivesspecify how and when goals will be met

10
Strategy

• Strategy is a comprehensive plan that states how
  its mission, goals, and objectives will be
  achieved.
• Understanding the endpoint (mission, goals, and
  objectives) is critical to the development of the
  plan.

11
Strategic Planning

• Led by upper management
• Requires participation by middle managers
• Lower-level managers are responsible for
  supporting the planning process by providing
  information and insight

12
Strategic Planning

• Chief Executive Officer( CEO)
• Chief Information Officer (CIO) helps management
  see the role of IT in meeting goals
• Chief Financial Officer (CFO) looks at
  costs/benefits
• Chief Medical Informatics Officer (CMIO)
• Chief Nursing Informatics Officer (CNIO)
• Chief Strategy Officer (CSO) oversees the
  detailed plan

13
Strategic Management
14
SWOT Analysis
15
SWOT Analysis
16
Strategic Planning in Healthcare Informatics

• Strengths, Weaknesses, Opportunities, Threats
  (SWOT) analysis
• Determine available options
• Provide directions for all IT initiatives,
  establish priorities, eliminate all duplications,
  ensure the wise use of IT resources

17
Planning for HIS

• Realize need for change.
• Prioritize requirements.
• Develop a master plan that fits into the
  organizations plan.
• Review/revise plan periodically to keep up with
  changing needs.
• Identify project champion/manager/teams.

18
Planning for IT in HIS

• Does technology support business and clinical
  decisions?
• Is technology used effectively?
• Does technology enhance the image?
• Does technology promote safety?
• Are market and regulatory requirements met?

19
Stakeholders in Strategic Planning

• Any group or individual who can affect or is
  affected by the achievement of the organizations
  objectives
• Have a direct or indirect stake in the
  organization mission, scope, goals
• Internal as well as external parties
• Should play role or interest being considered
  when identifying strategic planning teams

20
Strategic IT Planning Process

• Identification of Goals and Scopes
• Gathering Data from External and Internal
  Environments
• Data Analysis
• Identification of Potential Solutions.
• Select a Course of Action.
• Implement the Chosen Solution.
• Ongoing Evaluation and Feedback.

21
Identification of Goals and Scopes

• Goals must meet user needs and support
  organization missions/goals
• Identified goals provide direction for HIS
  development process
• Scope sets the boundary for the project what to
  be done within current limitations in time,
  resources.

22
Gathering Data from Internal and External
Environments

• Define current situation
• Identify areas of need
• Consider current trends in healthcare and
  information technology
• Scan internal and external environment for
  opportunities and how to comply with new
  directives

23
Data Analysis

• Analyze current trends industry practices, IT
  supports
• Determine how the organization fit in
• Assess organizations assets allocated to the
  project technical, financial, time, and resources

24
Identification of Potential Solutions

• Identify ALL potential IT solutions/alternatives
• Analyze, score, rank potential solutions in terms
  of technical, operational, economic, schedule,
  and risk (Ref. TOESR in Lec.2 47)
• Remember to take into account other systems and
  legacy systems (potential ripple effects)

25
Potential IT Solutions

• Compliance with standards? Regulations?
• Does it use open architecture?
• What advantages are offered?
• Support for PDAs? Other mobile devices?
• User friendly?
• Capability for expansion?
• Report capability?

26
Feasibility Analysis

• Technical feasibility is a measure of the
  practicality of a specific technical solution and
  the availability of technical resources and
  expertise.
• Operational feasibility is a measure of how well
  the solution will work in the organization. It is
  also a measure of how people feel about the
  system/project.
• Economic feasibility is a measure of the
  cost-effectiveness of a project or solution.
• Schedule feasibility is a measure of how
  reasonable the project timetable is.
• Risk feasibility What is the probability of a
  successful implementation using the technology
  and approach? (Risk Management)

27
Selecting a Course of Action

• Select the alternative with highest weighted
  score from TOESR Analysis
• In-house development (Build) vs. Outsourcing
  (Buy)

28
Implementation

• Develop a timeline for implementation /
  conversion parallel, direct, phased, pilot
• (Ref. Lec.2 64)

29
System Conversion
30
Ongoing Evaluation and Feedback

• Frequently evaluate current system against
  current and future needs for improvements
• Due to limited resources, some initial
  requirements are put in backlog but outcome these
  processes still affect the new system
• Dynamic changing healthcare environment new
  directions, new practices, new information
  technologies

31
Benchmarking

• Measure organizational as well as functional
  services and practices against those from top
  competitors in the industry
• If the current HIS doesnt support well new
  needs, start a new systems development cycle

32
CNIO Role

• Serve as a bridge between nursing and IT
  professional
• Have knowledge on health /nursing sciences
  informatics and information technologies
• Participate in design, selection, and
  implementation of heath information systems
• (Role of Business System Analyst)

33
Project Manager Role

• Define scope and results of project.
• Identify tasks within the project.
• Identify when tasks must occur.
• Define who is responsible for each task.
• Establish timelines for completion.
• Establish process for project decisions.
• Provide communication about project status.

34
Project Team

• User department managers and employees
• provide context and requirements
• know the work processes
• key to project success
• IS Specialists Analysts and programmers
• Make the necessary system changes