Project Insight Overview October 2008 Webinar David Hamill Director, Project Management Office

October 2008 WebinarProject Insight Overview2 Goals Demonstrate Project Tools Project Insight Overview Help Project Facilitators in project development and facilitation Promote the use of Project Insight throughout HL7

October 2008 WebinarProject Insight Overview3 Progress To Date Conducted Project Insight Overview classes at each WGM since September, 2007 Worked with Co-Chairs to pilot Project Insight Updated the Project Approval Process and Project Scope Statement Template Added projects dating back to 2005 into Project Insight; Co-Chairs validated their Work Groups projects HL7 Project List published on GForge via the TSC Files tab

October 2008 WebinarProject Insight Overview4 Progress To Date (contd) Implemented a Searchable Project Database on Established the Project Facilitator Role Created four schedule templates for ballotable projects

October 2008 WebinarProject Insight Overview5 Searching for a Project Ways to search for an HL7 Project: Searchable Project Database (New!!) GForge TSC File Project Insight

October 2008 WebinarProject Insight Overview6 Search – Project Database (New!!)

October 2008 WebinarProject Insight Overview7 Search – Project Database (New!!)

October 2008 WebinarProject Insight Overview8 Search – Project Database (New!!)

October 2008 WebinarProject Insight Overview9 Search – GForge TSC File

October 2008 WebinarProject Insight Overview10 Search – GForge TSC File

October 2008 WebinarProject Insight Overview11 Project Insight Summary Project Insight is a 100% web-based project management software application with tools that offer many strategic benefits to HL7; such as: Intelligent project scheduling; including cross project dependency capability Flexible reporting Project templates Customization

October 2008 WebinarProject Insight Overview12 Getting Started in Project Insight Project Insight URL (no www) healthlevelseven.projectinsight.net Username / Password Each Work Group will have one for creating/managing projects

October 2008 WebinarProject Insight Overview13 Getting Started

October 2008 WebinarProject Insight Overview14 Welcome Screen

October 2008 WebinarProject Insight Overview15 Modifying Portal Page

October 2008 WebinarProject Insight Overview16 Recommended Home Page View

October 2008 WebinarProject Insight Overview17 Search – Project Insight

October 2008 WebinarProject Insight Overview18 Search – Project Insight (contd)

October 2008 WebinarProject Insight Overview19 HL7 Project Scope Statement – Where it all begins

October 2008 WebinarProject Insight Overview20 Viewing the Project Scope Stmt in Project Insight

October 2008 WebinarProject Insight Overview21 Viewing the Project Scope Stmt (contd)

October 2008 WebinarProject Insight Overview22 Viewing the Project Scope Stmt (contd)

October 2008 WebinarProject Insight Overview23 Add Project

October 2008 WebinarProject Insight Overview24 Project Scope Stmt to Add Project Template

October 2008 WebinarProject Insight Overview25 Project Scope Stmt to Add Project Template

October 2008 WebinarProject Insight Overview26 Project Scope Stmt to Add Project Template

October 2008 WebinarProject Insight Overview27 Project Scope Stmt to Add Project Template

October 2008 WebinarProject Insight Overview28 Project Scope Stmt to Add Project Template

October 2008 WebinarProject Insight Overview29 Project Scope Stmt to Add Project Template

October 2008 WebinarProject Insight Overview30 Project Folder Hierarchy

October 2008 WebinarProject Insight Overview31 Reports

October 2008 WebinarProject Insight Overview32 Blank Project Report

October 2008 WebinarProject Insight Overview33 Excel Export of Project Report

October 2008 WebinarProject Insight Overview34 Schedule Templates (Pilot)

October 2008 WebinarProject Insight Overview35 Project Lifecycle Process

October 2008 WebinarProject Insight Overview36 Schedule

October 2008 WebinarProject Insight Overview37 Column Display Options

October 2008 WebinarProject Insight Overview38 Marking Project Task Complete

October 2008 WebinarProject Insight Overview39 Editing/Adding/Modifying Project Tasks

October 2008 WebinarProject Insight Overview40 Task List Icon Legend

October 2008 WebinarProject Insight Overview41 Marking a Project to be Deleted – PMO Will Normally Do This!!!

October 2008 WebinarProject Insight Overview42 Removing a Deleted Project – PMO Will Normally Do This!!!

October 2008 WebinarProject Insight Overview43 Project Facilitators Two types: Work Group and Steering Division Work Group: Function as projects point person Complete/update project documents: PSS, CBC, NIB Secure approvals by WG, SD, TSC Update/maintain Project Insight project plan Steering Division: Manage their SDs project portfolio Liaison between SD and PMO Mentor WG Project Facilitators Assist SD Chairs with address projects in jeopardy

October 2008 WebinarProject Insight Overview44 Project Approval Process 1.Project Facilitator creates a Project Scope Statement (PSS). 2.Sponsoring Group reviews and approves the Project Scope Statement. 3.The Project Facilitator s the PSS to the appropriate Steering Division(s) and the HL7 Project Management Office 4.PMO reviews the Scope Statement (this occurs simultaneously with step 5). 5.The appropriate Steering Division reviews and approves the PSS

October 2008 WebinarProject Insight Overview45 Project Approval Process (contd) 6. The Steering Division submits Scope Statement to TSC for approval by creating an issue for the TSC on GForge and attaching the PSS to the issue. 7. The PMO audits the PSS approval process and enters approval dates in Project Insight. 8. The PMO and Project Services Committee ensure that HL7 project methodology is adhered to. The approval process is also located in Appendix B in the Project Scope Statement Template

October 2008 WebinarProject Insight Overview46 Next Steps for PMO and Project Services WG Pilot Schedule Templates Assist/Mentor Project Facilitators – both the Steering Division and Work Group Project Facilitators Update Project Scope Statement – 2009 Version Complete FAQ – When to create a Project Scope Stmt Continue to Facilitate Project Insight Use Continue to Offer Additional Training Sessions to Work Groups

October 2008 WebinarProject Insight Overview47 References Project Insight URL (no www) - healthlevelseven.projectinsight.net Project Scope Statement Template - Project Services Documents/Presentations page via - Co-Chairs Utility Page on - GForge Project Services Doc tab: Project Approval Process - Project Services Documents/Presentations page via - Project Scope Statement Template – Appendix B - GForge Project Services Doc tab: Search HL7 Projects - Searchable Project Database - GForge TSC File tab:

October 2008 WebinarProject Insight Overview48 Questions / Discussion / Feedback or (734)