Project Management Toolkit

Transcription

1 Management Toolkit Turning your ideas into reality This toolkit has been developed to help staff navigate the process and to provide details of the templates that require completion. All documents contained within this pack are available on the Staff Zone of the Trust website Further information and guidance can be obtained from the Business Development Team: Mark Onions, Business Development Manager Ext 4032 Barbara Jones, Business Support Officer or ext 4033 Lucy Wilkinson, PA to Director of Strategy or ext 2175

2 Toolkit and Process Stage Template Purpose Completed by Consideration by Stage 1 Initiation Document (PID) Review to progress to the next stage Clinical Lead / Lead Business Development Group (BDG) Stage 2a PID For Approval Lead Transformation Programme Board Stage 2b Quality & Equality Impact Assessment (QEIA) Form QEIA Lead QEIA Review meetings When both approved continue to stage 3 Stage 3 Progress Reporting Dashboard Monitor and report progress PMO CIP Delivery Group Stage 4 Lessons Learned Evaluate processes Lead and PMO Transformation Programme Board Stage 5 End Benefits Post Evaluation Lead and PMO Transformation Programme Board

3 PROJECT INITIATION DOCUMENT Title Accountable Officers Sponsor Details Narrative e.g. Objectives Proposed Change Impact Links to other projects Reference No. or Operational Lead Strategic Priority Clinical Lead Stakeholder / Services Affected by the Change Team Support and Expert Advisors Timescales Role Name Role Name Support Quality Finance Lead HR Lead Training / OD Informatics IT Communications Estates Other Start Completion Benefits Key Benefits Benefit Measure (KPI) * Key Performance Indicators Measure (KPI) * as identified above Target to achieve Achieve by date Key Milestones and Timescales Milestones Start List of project specifc milestones: Target Delivery Plans Completion Benefits Planned Benefits Review Is a full Delivery Plan being Developed? Y/N Where is the Delivery Plan being monitored? Version: 12 th January 2017

4 Quality Equality Impact Assessment (QEIA) What is the risk Safe to the quality of Effective services Caring provided? Responsive Well Led High, Medium or Low Is a QEIA Review Required Y/N * *If High/Medium to any questions above, a QEIA form must be completed and submitted for a QEIA review of planned QEIA review If a Quality Review is not required briefly state why: Where is Quality Impact being monitored? Impact on Finance and Workforce Monthly Income A M J J A S O N D J F M Profile Recurrent Part Year Effect() Full Year Effect () Non-Recurrent Pay A M J J A S O N D J F M Recurrent Non-Recurrent Non Pay A M J J A S O N D J F M Recurrent Non-Recurrent Contribution WTE A M J J A S O N D J F M Staff Reduction Key s include: s to Delivery and s to Benefits Refer to Trust Scoring Matrix Additional Staff Budget codes affected Capital Investment Additional narrative Current (CxL=) Version: 12 th January 2017

5 QUALITY & EQUALITY IMPACT ASSESSMENT (QEIA) Title Completed by: (Clinical Lead & Lead) No. : IMPACT ON QUALITY - SAFE By safe we mean that people are protected from abuse and avoidable harm CxL= (Prior To Mitigating Action CxL= (After Quality Measure/Indicator (KPI) (Specific, Measurable, Achievable, Relevant, Timely) Target Monitored By/Frequency IMPACT ON QUALITY EFFECTIVE By effective we mean that peoples care, treatment and support achieves good outcomes, promotes a good quality of life and is based on the best available evidence CxL= (Prior To Mitigating Action CxL= (After Quality Measure/Indicator (KPI) (Specific, Measurable, Achievable, Relevant, Timely) Target Monitored By/Frequency IMPACT ON QUALITY CARING & RESPONSIVENESS By caring, we mean that staff involve and treat people with compassion, kindness, dignity and respect By responsive we mean that services are organised so that they meet people s needs CxL= (Prior To Mitigating Action CxL= (After Quality Measure/Indicator (KPI) (Specific, Measurable, Achievable, Relevant, Timely) Target Monitored By/Frequency Version: 12 TH January 2017

6 Title No. IMPACT ON QUALITY WELL LED By well led we mean that the leadership, management and governance of the organisation assures the delivery of high quality person centred care, supports learning and innovation and promotes an open and fair culture CxL= (Prior To Mitigating Action CxL= (After Quality Measure/Indicator (KPI) (Specific, Measurable, Achievable, Relevant, Timely) Target Monitored By/Frequency EQUALITY IMPACT RISK ASSESSMENT (EIRA) Is there potential to cause adverse Reasons To Support Response to Initial Assessment impact or discriminate against different groups? QEIA Review Meeting QEIA Review Meeting Outcome QEIA Approval Role Name/Signature Version: 12 TH January 2017

7 End Benefits Title Accountable Officers Sponsor Review Completed by Impact Evaluation Reference No. or Operational Lead Strategic Priority Clinical Lead Presented to Quality Impact / Narrative including Evidence / KPIs where appropriate Impact: Positive / Neutral / Negative Financial Impact / Narrative including Evidence / KPIs where appropriate Impact: Positive / Neutral / Negative Additional Benefits Impact: Positive / Neutral / Negative Narrative including Evidence / KPIs where appropriate Lessons Learned What went well and why? What could have gone better and why? Learning Points and Actions for Future s Version: 12 th January 2017

8 Delivery Plan Last updated: xx/xx/xxxx Title: Sponsor: Start Lead: Clinical Lead: Benefits Realistion 2016/ /18 Milestones Measure (kpi) Action for Apr May Jun Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Jul Aug Sep Implementation status Action Completed Implementation Status Off track, no remedial actions identified Off track, remedial plans identified All key milestones achieved