Download Enterprise Collaboration Project Charter

Team 3, “Enterprise Collaboration”
Marley Dental Clinic Project Charter
IFSM 438: Project Management
ITP-1 Project Deliverable – Project Charter
Gregory Moore
Project Manager
Tiara Locke
Deputy Project Manager
Charles To
Documentation Manager
Samrawit Bayu
Financial Manager
Hossain Ehsan
Editor
Angel Aguilar
Research Manager
Aiesata Gadson
Technical Manager
Enterprise Collaboration Project Charter
A. General Information
Project Title:
Marley Dental Clinic Virtualization
Brief Project
Description:
Prepared By:
Enterprise Collaboration
Date:
24 January 2016
Version:
2.0
Customer and Stakeholders:
Doctor Bob Marley (Donna McKalip, PhD.)
B. Project Objective:
Explain the specific objectives of the project. For example: What value does this project add to the
organization? How does this project align with the strategic priorities of the organization? What problem
will this project solve? What results are expected? What are the deliverables? What benefits will be
realized? What problems will be resolved?
C. Assumptions
List and describe the assumptions made in the decision to charter this project. Please note that all
assumptions must be validated to ensure that the project stays on schedule and on budget.
HIPAA Privacy and Security policies are required for storing and maintaining patient data,
along with additional confidentiality and access requirements. The HIPAA Security Rule
requires a dental practice to conduct a written risk assessment and develop safeguards to protect
electronic patient information. Customer will need to seek expertise to implement HIPAA
compliant security measures. (American Dental Association, 2016)
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D. Project Scope
Describe the scope of the project. The project scope establishes the boundaries of the project. It
identifies the limits of the project and defines the deliverables.
 The requirements for the Integrated Team Project-1 involve implementing an Information
Technology network (LAN) for a small dental clinic that will house 13 workers (4 Dentist, 3
Hygienist, 4 Assistants, 1 Bookkeeper and 1 Receptionist). The customer has established a
flexible budget of $150,000 with latitude of increase with proper justification. The estimated
project completion will be approximately six months, barring design changes, natural disasters
and extension beyond the IT project’s control.
 Patient records will be converted from hard copy files to an on-sight electronic storage
database. Such documentation will include billing and insurance claims.
 Setup online-banking for payments (patient and practice suppliers) and on-line appointment
system for patients.
 Implementation of an IT system to process insurance billing and claims.
 Only the Dentists will be equipped with his/her own workstation to access necessary records
for each patient. Two additional workstations will be in installed, one for the Bookkeeper and
Receptionist to share a workstation to process payments and insurance claims and another for
the assistants to access patient dental records.
 Dental office operations will be temporarily (7 days/one week) interrupted while proper wiring
and vetting is conducted to commence installation of requisite IT systems.
List any requirements that are specifically excluded from the scope.
 Furnishings for the new space to house the team of dentists, hygienists, assistants, bookkeeper
and receptionist.
 (*) The customer should seek expertise in implementing security features to fully comply with
such standards, as the scope of the ITP-1 will not involve implementing HIPAA compatible
security features.
 Administration of applications that will be used to maintain patient records, billing information
and HIPAA requirements.
 Concluding the six-month IT project, the contractual duties will be fulfilled. Any following
support will require additional agreements/contracts.
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E. Project Milestones
What is the estimated schedule for the project (start to finish?)
List the major milestones and deliverables of the project.
.
Milestones
Deliverables
Signed Project Charter
ISP Research/Agreement
Approved Scope & Objectives
Present all ISP options to Client
Enterprise Resource Planning
Research
Final Client Requirements
ISP Installation
Office Local Area Network Installation
Present all ERP options to Client
Initial Operation Capability
Employee Training
Initial system capability/testing
Train all clinic employee on new
system
System fully operational
Digitize old dental records
Full Operational Capability
Convert Old Records
Date
Refine client requirements
Internet connectivity
Install all office computers/network
26Jan
1-28
Feb
1Mar 30 May
30 May
19 Jun
19-21
Jun
22 Jun
22-23
Jun
24 Jun
26 Jun
F. Impact Statement
List the impact this project may have on existing systems or units.
.
Potential Impact
Systems / Units Impacted
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G. Roles and Responsibilities
Describe the roles and responsibilities of project team members followed by the names and contact
information for those filling the roles. The table below gives some generic descriptions. Modify, overwrite,
and add to these examples to accurately describe the roles and responsibilities for this project.
Sponsor: Provides overall direction on the project. Responsibilities include: approve the project
charter and plan; secure resources for the project; confirm the project’s goals and objectives; keep
abreast of major project activities; make decisions on escalated issues; and assist in the resolution of
roadblocks.
Name
Email / Phone
Doctor Bob Marley(Donna McKalip, PhD)
[email protected]
Project Manager: Leads in the planning and development of the project; manages the project to
scope. Responsibilities include: develop the project plan; identify project deliverables; identify risks and
develop risk management plan; direct the project resources (team members); scope control and change
management; oversee quality assurance of the project management process; maintain all
documentation including the project plan; report and forecast project status; resolve conflicts within the
project or between cross-functional teams; ensure that the project’s product meets the business
objectives; and communicate project status to stakeholders.
Name
Email / Phone
Gregory Moore
Tiara Locke (Deputy PM)
[email protected]
[email protected]
Team Member: Works toward the deliverables of the project. Responsibilities include: understand the
work to be completed; complete research, data gathering, analysis, and documentation as outlined in
the project plan; inform the project manager of issues, scope changes, and risk and quality concerns;
proactively communicate status; and manage expectations.
Name
Email / Phone
Charles To (Documentation Manager)
Hossain Ehsan (Editor)
Angel Aguilar (Research Manager)
Samrawit Bayu (Financial Manager)
Aiesata Gadson (Technical Manager)
[email protected]
[email protected]
[email protected]
[email protected]
[email protected]
Customer: The person or department requesting the deliverable. Responsibilities include: partner
with the sponsor or project manager to create the Project Charter; partner with the project manager to
manage the project including the timeline, work plan, testing, resources, training, and documentation of
procedures; work with the project team to identify the technical approach to be used and the
deliverables to be furnished at the completion of the project; provide a clear definition of the business
objective; sign-off on project deliverables; take ownership of the developed process and software.
Name
Email / Phone
Donna McKalip, PhD
[email protected]
Subject Matter Expert: Provides expertise on a specific subject. Responsibilities include: maintain
up-to-date experience and knowledge on the subject matter; and provide advice on what is critical to
the performance of a project task and what is nice-to-know.
Name
Email / Phone
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H. Resources
Identify the initial funding, personnel, and other resources committed to this project by the project
sponsor.
Resource
Project Budget
Staff Development
Customer Support
Facilities
Equipment
Constraints
$150,000 est.
$45,000
$25,000
$55,000
$25,000
I. Project Risks
Identify the high-level project risks and the strategies to mitigate or avoid them.
Risk
Technical
Cost
Client
Environmental
Schedule
Mitigation Strategy
Avoid overspending. Record project spending and
strict budget constraints
New advertisements, offer new strategies and deals
in order to retain customers. Study competitors and
offer competitive pricing.
Leave room in case of natural disasters occur.
Insure all property and equipment
Stay within project deadlines and avoid extensions
and delays.
J. Success Measurements
What are the high level benefits of this project?
Identify metric and target you are trying to achieve as a result of this project. For example, overall cost
savings of $50K or reduce processing time by 25 percent.
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Enterprise Collaboration Project Charter
K. Signatures
The signatures of the people below document agreement and approval of the formal Project Charter. The
project manager is empowered by this charter to proceed with the project as outlined in the charter. This
charter will be
Customer:
Name
Signature
Date
Signature
Date
Signature
Date
Doctor Bob Marley
Project Sponsors:
Name
Project Manager:
Name
Gregory Moore
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