Project Requests – Triage/Prioritization Process

September 17th, 2007

Atlanta WGM

David Hamill

Director, Project Management Office

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Key Initiative

With the T3F, develop the criteria/process for triaging and prioritizing project requests and put in place by the Plenary meeting

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Current vs. New

Current

1. Create Scope Statement

2. TC Review

3. PMO Review

4. ARB Review

5. PMO/TTPL Oversee Methodology

New

1. Create Scope Statement

2. TC Review

3. SD Review

4. PMO/TSC Review

5. PMO/PSC Oversee Methodology

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Current Process

1. Project Facilitator creates a Project Scope Statement.

2. Technical Committee reviews and approves Scope Statement. Project Facilitator resolves any issues.

3. Project Facilitator (co-chair) submits Project Scope Statement to PMO. PMO reviews and approves Scope Statement. Project Facilitator resolves any issues.

4. PMO submits the Scope Statement to the ARB for review. ARB reviews Scope Statement.Project Facilitator resolves any issues brought forth by ARB

5. PMO and Project Lifecycle Transition Team insures that the HL7 project methodology is adhered to throughout the project.

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New Process

Step 1

Project Facilitator creates a Project Scope Statement.

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New Process

Step 2

Technical Committee reviews and approves Scope Statement.

Project Facilitator resolves any issues.

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New Process

Step 3 (replaces the approval work currently done by the ARB)

Project Facilitator notifies the “new” TSC of the new Scope Statement

Project Facilitator indicates the appropriate Steering Division needs to review/approve Scope Statement for criteria such as:

• Is this project within the scope of work done by HL7

• Is it within the scope of the sponsoring committee

• How is it related to other projects

• How is it related to the activities of other committees

• SD indicates priority within SD, if necessary. Priority is based on resources, target dates and technical strategies.

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New Process

Step 3 continued

SD review could result in the following:

Amended scope statement

Project needs to be reviewed (jointly or separately) by another SD

Board approval may be necessary if the project requires internal or external funding or collaboration with an external body

Project Facilitator resolves any issues brought forth by the SD.

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New Process

Step 4

Project Facilitator (co-chair) submits Project Scope Statement to PMO.

PMO reviews and approves Scope Statement.

Project Facilitator resolves any issues.

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New Process

Step 4 continued

Steering Division submits Scope Statement to TSC for approval.

TSC approval includes the following:

Validate points identified by SD and PMO

Assign a TSC level priority

The SD & TSC reviews replace the ARB review, however the ARB may be called upon to resolve architectural issues.

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New Process

Step 5

PMO and Project Services Committee insure that the HL7 project methodology is adhered to throughout the project.

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Questions / Discussion / Feedback

dhamill@HL7.org or (734) 677-7777