Assignment 1: You are interviewing for a position with a hospital to lead a new Electronic Medical Record (EMR) system search and meeting with the Business Office Director tomorrow. She asked you to p
ABC Healthcare System Project Charter
Note to the Author
[This document is a template of a charter document for a project. The template includes instructions to the author, boilerplate text, and fields that should be replaced with the values specific to the project.
Blue italicized text enclosed in square brackets ([text]) provides instructions to the document author, or describes the intent, assumptions, and context for content included in this document.
Blue italicized text enclosed in angle brackets (<text>) indicates a field that should be replaced with information specific to a particular project.
Text and tables in black are provided as boilerplate wording and formats that should generally not be modified.
When using this template for your project document, it is recommended that you follow these steps:
Replace all text enclosed in angle brackets (i.e., <Project Name & Number>) with the correct field values. These angle brackets appear in both the body of the document and in headers and footers.
Before submission of the first draft of this document, delete this “Note to the Author” page and all instructions to the author, which appear throughout the document as blue italicized text enclosed in square brackets.]
Project Sponsor: <Enter Name> Prepared by: <Enter Name>
Project Manager: <Enter Name> Date: <Enter Date>
Project Purpose
[Describe the business need this project intends to solve. The stakeholder(s) requesting the project and/or the Project Sponsor will provide this information. The business need or problem can be based on a patient safety, market demand, technological advance, legal requirement, government regulation, or environmental consideration.]
<Enter purpose>
Project Scope
[Your project’s statement of scope should clearly describe where your project starts and where it ends and identifies any applicable boundaries. Identify what the project will and will not include. If there are any major characteristics that are out of scope, or deferred to a second release, include that as well.]
<Enter scope>
Objectives and Deliverables
[Objectives are the target, goal, or intent of your project. Write a brief narrative description of what you want to achieve with this project. Define your deliverables. Deliverables are specific milestones and/or features or enhancements this project will produce. It is how one measures whether the project delivers all the intended outcomes and benefits.]
<Enter objectives>
Benefits
[Provide hard dollar benefits (such as increased revenue, decreased cost, increased customer base, increase patient services, increased patient safety, regulatory compliance, etc.).]
<Enter dollar benefits>
Risks
[Identify risks to the project. Risks can be external or internal and can fall into one of several categories including: technology, regulation, complexity, resources, prioritization, safety, care, integrated services, or the market. Using these categories, and any others you may identify, consider what could impact the project deliverables and dates. Work with the project sponsor. Review and discuss with other stakeholders, as well.]
<Enter risks>
Project Schedule Estimate
[Estimate the milestone schedule for this project. While each project may have some unique milestones, the major milestones will most likely include at a minimum: Business Requirements, Planning, Coding, Testing, Training, and Release Date. If an external vendor is involved, there may be milestones for contract signing, software delivery and installation. Since the detailed business requirements are not yet available, target dates will reflect high-level estimates. A more definitive schedule estimate will come later at the end of planning. There will need to be some assumptions as to the number of resources and the start dates for various activities. Work with leadership and other needed departments to gather this estimated information. Rely on historical information and lessons learned from prior similar projects. If working with a vendor, solicit their feedback.]
<Enter schedule>
Project Budget
[Complete the cost table. Embed the cost table into the Project Budget section of your Charter. Business User Acceptance Testing Labor costs are only included if the project will be capitalized. Delete the Budget estimate and Definitive estimate from your cost table to reduce confusion.]
<Enter budget>
Select an Activity Based Costing category and specify the percent. More than one may apply and must total 100%.
☐ Acquisition <___>% ☐ Corporate/Other <___>% ☐ End User Services <___>%
☐ Investments <___>%☐ Maintenance <___>% ☐ Settlement <___>%
Points of Contact
[List the leaders involved in creating the charter.]
| Name | Role | Ext | |
Charter Approval and Authorization to Proceed
We acknowledge that the project charter is an instrument intended to initiate work. The costs and timelines included on behalf of this document are estimates; accurate project costs and timelines can only be presented upon the completion of the Project Plan.
Project Manager Date
Project Sponsor Date
<Enter Name> Date
Executive Vice President Marketing
<Enter Name> Date
Senior Vice President Provider Services
<Enter Name> Date
Executive Vice President
Corporate Business Process Officer/CIO
<Enter Name> Date
Senior Vice President Revenue Operations
<Enter Name> Date
Executive Vice President Clinical Services
<Enter Name> Date
Executive Vice President, CFO
[Type here]
