Project Management Toolkit
Useful Links
Project Management Toolkit: Stage 3
Stage 3 - Design and Develop
This section is intended to guide project managers through the design and development stage of a HIS project. If used, the included ‘Design and Develop’ document template will need to be updated over time. The implementing team should expect this document to have many versions and to grow over time.
This template guides project managers through more detailed project requirements including software and hardware, and dives deeper into implementation planning including training, policy compliance, security planning, and compliance testing. This document supports capturing the technical details of the project.
Training Materials
Useful Links and Tool
What | Purpose | Where |
Project Management Software Overview | Overview of software options that can support project management. You may want to consider a ticketing system (e.g. JIRA, Asana) as you prepare to translate design requirements into tickets for development. | |
Workflow Creator Software | Online tool that makes it easy to design workflows (patient flows or scenarios). This is a plug-in for Google Drive so you can also share your workflows with collaborators for their edits | |
Requirements | Template to help capture modules and features requirements |
Additional Tools
What | Purpose | Where |
Designing Digital Interventions for Lasting Impact: A Human-Centered Guide to Digital Health Deployments from UNICEF | This toolkit introduces human-centred design, a problem-solving process that starts with understanding the community and context surrounding a challenge. Designing for people and their everyday interactions allows us to solve for the right problems. The methodologies in this toolkit acknowledge this by focusing on observing, interacting with, and designing for the people that we seek to serve in addition to looking at technical constraints and specifications. | |
Interoperability for Public Health Agencies: A Self-assessment Tool | This assessment is designed to be conducted at the agency level as policies; workforce and IT hardware and software policies and practices are often a part of the agency’s overall governance framework. A separate assessment designed to be answered by individual programs is under development. In addition, the primary focus of this assessment is limited to internal agency capability for information exchange. Few questions focus on data exchange with external partners | |
CDC UP Change Management Log | Used to record and manage changes to the project (scope,budget,schedule) |
Phase 1: Project Development
Stage 4 - Test & Implement
This section is intended to guide project managers through the testing and implementing stage of a HIS project. If used, the included ‘Test and Implement’ document template will need to be updated over time. The implementing team should expect this document to have many versions and to grow over time.
