
Explore basic project management principles and tools for healthcare settings, with a focus on telerehab programs, to plan, execute, and sustain new initiatives.
Create a clinic profile by outlining facility type, setting, patient population, budgeting needs, timelines, available technology, staff resources, and resistance to change to plan a new program.
Explore clinic profile development and telerehab implementation through engaging activities that foster critical thinking and practical project planning for healthcare management.
Independently define the five life cycle phases, identify two best practices, three steps to improve meeting management, and cover scope, stakeholders, project plan, tracking progress, quality assurance, and lessons learned.
Define clear project boundaries during initiation to prevent scope creep and keep telerehab initiatives focused, avoiding half-started programs like CHF and diabetic management.
Define the problem for a telerehab program by weighing rural communities and traveling business clients, remote check-ins versus face-to-face visits, and finalize the clinic profile with setting, staffing, and structure.
Define the problem and articulate your organization's why to guide project initiation, prevent scope creep, and ensure telerehab solutions improve access and reduce cancellations.
Identify all stakeholders early by brainstorming individuals and groups affected by a project, from clinicians and patients to vendors and the legal team, to ensure HIPAA compliance and prevent surprises.
Define goals using SMART criteria and align objectives with key stakeholders to create a plan that reduces cancellations and hospitalizations while boosting program impact.
Align the team on key goals by obtaining mutual agreement among key stakeholders. Clear communication about project scope and objectives during initiation helps ensure the final deliverable meets the goals.
Break down the project into milestones, tasks, and subtasks to form a work breakdown structure; use affinity diagrams and SME brainstorming to map steps, sequence activities, and finalize plans.
Develop a formal project charter by detailing the scope, sponsor, project manager, purpose, goals, risks with mitigations, milestones, and completion criteria.
Learn how to plan the project using the PMBOK and define the project management plan, the document describing how the team will execute, monitor, control, and close the project.
Outline the project life cycle from initiation to close out, define key phase deliverables, and identify processes and tools: procurement, LMS, and time-tracking for standardized implementation.
Build project teams with input from members, foster ownership and commitment through planning, break work into totals, and block major tasks on the calendar for focused time.
Improve project management in healthcare by implementing regular schedule reviews, formal change control, and focusing on meaningful communication and success metrics to prevent delays and optimize resources and budget.
Learn to distinguish meaningful communication from mere meetings, manage kickoff and touchpoint meetings, and use the communication channels equation to invite only necessary stakeholders, reducing miscommunication.
Plan, run, and follow up on healthcare project management meetings by defining a clear purpose, sharing an agenda, assigning action items with owners and due dates, and documenting outcomes.
Define clear success metrics that align with project goals and milestones, to keep the team focused, prevent scope creep, and deliver meaningful outcomes for your clinic project.
Recap project scope, key stakeholders, and the project plan. Outline how to track project success through initiation, planning, implementation, and monitoring and controlling.
Track actual progress against planned progress by reviewing schedule, tasks, milestones, and budget during touchpoint meetings. Address honest reporting and data analysis gaps to keep the project on schedule.
Foster honest reporting and open dialogue in healthcare project management by defining clear owners, action items, and due dates, and analyze current data to compare with the expected state.
Manage a telerehab SME emergency by training staff or vendor services, adjust timelines, run parallel training to protect schedule and patient compliance, and offset costs while communicating risks to stakeholders.
Define a project as a PMBOK-defined temporary endeavor to create a unique product, service, or result with a definite beginning and end, and warn against poor handoff to operations.
Learn how to plan an effective handoff from project to operations in healthcare, detailing training, help desk processes, IT triage, and essential documentation to support ongoing program success.
Revisit project phases through a lessons learned session to identify successes, issues, and improvement opportunities, outlining how to apply insights across future projects and sites.
Capture and apply lessons learned by integrating insights into closeout checklists and status report templates. Ensure future projects benefit and others can lead with documented guidance.
Explore how you journeyed through all project phases with interactive workbook tools, building a toolkit to start your next project while considering behavioral change and anchored cultural change.
Healthcare project leaders - Have you ever wondered why the programs at your organization aren't fully adopted? Why it feels like each department works in a silo instead of resembling actual teammates? Why the ball gets dropped so often? Why there's so much miscommunication? Why? Why? Why?
The answer may be that your organization isn't following some fundamental project management (PM) best practices. As a physical therapist, I was tasked with managing all kinds of projects without the slightest idea of project management best practices (and without the slightest idea that project management was even a thing!). My goal is to provide education on project management skills to those clinicians out there that have been tasked with implementing new programs or creating new processes in their organizations. My aim is to provide you with lessons learned, 'what I wish I had knowns', and basic skills to set you up for success in bringing your projects to completion!
This course is the more advanced version of my Healthcare Project Management course. That course focused on definitions and understanding of project management terminology, whereas this course is really building off of that knowledge. In this course I still make sure to define some of the project management language and review project life cycle basics, but it's more advanced in that each section includes more opportunities for real-time use and practical application of the tools and knowledge you’re gaining through critical thinking assignments.
From charter to lessons learned, the handouts provided will give you a great start to building out your very own project implementation toolkit! Let the journey begin!
CONTINUING EDUCATION NOTES:
PMP(R) Certificate Holders: This course content is appropriate to be self-logged for 0.5 PDUs in Ways of Working under the Education category. Nothing will be automatically added to your Dashboard after taking this course. You will have to manually log into your PMI(R) account and self-enter the PDUs in your Dashboard. Please message me with any questions on how to log your PDUs.