The Health Information System Project Management Toolkit
Project Management Tool Pack
The tool pack is an Excel-based set of templates that pair with the overall PM templates.
It also has a useful Table of Contents to see how the HIS PM Toolkit templates link together, and contains the set of spreadsheets that support components of all stages.
The components of the Toolpack are referenced and linked throughout the templates.
Intro to HIS PM
Phase 1: Project Development
This template is used to develop the high-level project scope and begin getting preliminary governance, schedule, and compliance requirements outlined. It is intended to support the transition from a funded project proposal towards a Project Charter.
This template guides project managers through creating a more detailed project plan (a charter) with sections on the requirements gathering process, project organization, implementation planning, policy compliance, risk mitigation, and evaluation strategy.
This template guides the software design and development stage. It helps detail project requirements including software and hardware, and begins deeper implementation planning including training, policy compliance, security, and compliance testing. This document supports capturing the technical details of the project.
This template guides deeper testing and implementation activities based on the previous stages. It helps ensure that the project’s Health Information System meets requirements and needs, and supports detailed implementation planning.
Phase 2: System in Production
This template is intended to guide planning for ending a Health Information System project. It supports planning how the system will be transitioned to core stakeholders or shut down, and is based on minimizing impact on stakeholders.
This template guides documentation of the implemented Health Information System and supports planning for annual assessments of performance.
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Links to Content
03 Design & Develop
04 Test & Implement
05 Project Transition
06 Product Overview
Intro to HIS PM