CMYK (GLOSS LAM) SPINE 16.34mm 3rd Edition 3rd Edition I N H P P R O J E C T E R A L O Project management is recognised as a core competency across health and T H J community services environments, yet it can be challenging for new project E M A N A G E M E N T A C staff and practitioners to balance the needs of stakeholders and ensure the N T best outcome for everyone involved. D C M This wholly revised edition of Project Management in Health and Community O A I N H E A L T H A N D M Services presents the tools and techniques for effective practice, offering M N practical problem-solving strategies for managing projects based on real U A N life scenarios. The expert authors use case studies and examples from the G C O M M U N I T Y S E R V I C E S I T field to illustrate topics such as the project life cycle, project planning, Y E M execution and evaluation, risk management, handling change and building S E E effective teams. This edition also features a new chapter on the importance R N Getting good ideas to work V of incorporating evaluation into project design and implementation, and I T C how evaluation can impact on future project design and development. E S Written by highly experienced authors and underpinned by the latest research, this is an essential resource for anyone studying or working in health and community services. Jud Judith Dwyer, Zhanming Liang and Valerie Thiessen it a h n PROFESSOR JUDITH DWYER AM conducts research at the Flinders University College d D w V of Medicine and Public Health, and is a former CEO of Southern Health Care Network a y in Melbourne, and of Flinders Medical Centre in Adelaide. DR ZHANMING LIANG is ler er, ie Z Senior Lecturer and Course Coordinator at the Department of Public Health, La Trobe h T a University, and President of the Society for Health Administration Programs in Education. h n ie m VALERIE THIESSEN holds qualifications in Health Information and Health Services ss in e g Management and is a senior consultant at MKM Health in Melbourne. n L ia n g Cover design: Romina Panetta Edwards Cover images: iStock H E A LT H CA R E M A NAGE M E N T PMHCS_COVER.indd 1 18/3/19 3:26 pm P R O J E C T P R O J E C T M A N A G E M E N T M A N A G E M E N T I N H E A L T H A N D I N H E A L T H A N D C O M M U N I T Y S E R V I C E S C O M M U N I T Y S E R V I C E S Getting good ideas to work Getting good ideas to work 3rd Edition Judith Dwyer, Zhanming Liang Judith Dwyer, Zhanming Liang and Valerie Thiessen and Valerie Thiessen Project Management 3E_TXT.indd 1 8/4/19 8:38 am First published in 2004 Second edition published in 2013 Third edition published in 2019 Copyright © Judith Dwyer, Zhanming Liang and Valerie Thiessen 2019 All rights reserved. No part of this book may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording or by any information storage and retrieval system, without prior permission in writing from the publisher. The Australian Copyright Act 1968 (the Act) allows a maximum of one chapter or 10 per cent of this book, whichever is the greater, to be photocopied by any educational institution for its educational purposes provided that the educational institution (or body that administers it) has given a remuneration notice to the Copyright Agency (Australia) under the Act. Allen & Unwin 83 Alexander Street Crows Nest NSW 2065 Australia Phone: (61 2) 8425 0100 Email: [email protected] Web: www.allenandunwin.com A catalogue record for this book is available from the National Library of Australia ISBN 978 1 76063 281 6 Internal design by Romina Panetta Index by Puddingburn Set in 11.5/14 pt Bembo by Midland Typesetters, Australia Printed and bound in Australia by Griffin Press 10 9 8 7 6 5 4 3 2 1 The paper in this book is FSC® certified. FSC® promotes environmentally responsible, socially beneficial and economically viable C009448 management of the world’s forests. Project Management 3E_TXT.indd 2 8/4/19 8:38 am Contents Glossary of terms ix List of figures, tables and cases xvi About the authors xviii Acknowledgements xix Introduction xx How to use this book xxi Chapter 1 W hy project management? 1 What is a project? 2 The project life cycle 5 Projects in health and community services 6 Research for this book 8 Project management challenges 9 Project success 12 Model for success 14 Summary 16 Readings and resources 16 Chapter 2 T he industry, the organisation and project success 18 The industry: complex, regulated—and still dynamic 19 Project capability in organisations 26 The Project Management Office 33 Projects in government departments 34 The project portfolio 35 Summary 40 Readings and resources 40 Project Management 3E_TXT.indd 3 8/4/19 8:38 am iv Project Management in Health and Community Services Chapter 3 Understanding project management 42 The terminology of project management 43 The project life cycle 43 Differentiating projects and programs 48 Project management methods 50 Project management tools 53 Project management resources 55 Project management skills and careers 57 Project management courses and professional development 60 Summary 61 Chapter 4 T he initiation phase: what do you want to do, and why? 62 Where do good ideas come from? 63 Getting to project goals 64 Goals, purposes, problem statements and benefits 65 Project scope and strategies 69 Turning ideas into projects 70 Planning and analysis methods 74 In praise of opportunism 83 Responding to grants and tenders 84 Offering project tenders 85 Summary 87 Readings and resources 88 Chapter 5 The project planning phase: what will you do, and how? 89 Why plan at all? 90 The project charter 95 The project plan 102 Planning for project assurance 103 Project structures 104 Planning for human resource needs 106 Risk management 108 Issue management 111 The quality plan 111 Communications planning 112 Managing project change 113 Project Management 3E_TXT.indd 4 8/4/19 8:38 am Contents v Organisational change management planning 114 Planning project logistics 116 The project information system 117 Planning for evaluation 117 Tips for conducting project planning 117 Summary 118 Readings and resources 119 Chapter 6 P lanning for evaluation: assessing project performance 120 What is evaluation, and why do it? 121 Types of evaluation 122 Evaluation approaches and design 130 Evaluation in practice—challenges and learning 141 Summary 143 Readings and resources 144 Chapter 7 P lanning tools: scheduling, budgeting and the business case 145 Work breakdown structure: tasks, sequencing and timing 146 Estimating time, and using scheduling tools 150 Budgeting 154 The project business case 167 Summary 172 Readings and resources 172 Chapter 8 T he implementation phase 1: making it happen 173 Getting started 174 Leadership, motivation and teamwork 175 Achieving sustainable change 182 Summary 193 Readings and resources 194 Chapter 9 T he implementation phase 2: controlling, completing, closing 195 Control and monitoring during implementation 196 When things go wrong: getting back in control 202 Project Management 3E_TXT.indd 5 8/4/19 8:38 am vi Project Management in Health and Community Services Project completion 204 Sustaining project outcomes 215 Conclusion 217 Summary 218 Readings and resources 219 Project templates 221 References 230 Index 239 Project Management 3E_TXT.indd 6 8/4/19 8:38 am Glossary of terms 80-hour rule A rough guideline about the normal scale of activities in a work breakdown structure: no single activity should require more than 80 hours (or two weeks) of work. Activities A collection of related tasks that contribute to a single deliverable. Agile CA system or software development method. Benefits A net positive change in outcomes, including patient care and health or wellbeing outcomes. Benefits realisation A method of evaluating project success according to whether the intended benefits (financial or other) are achieved, often some time after the project itself is completed. Used most frequently in information systems projects. Best practice A method or technique that has consistently shown results superior to those achieved with other means and that may be used as a benchmark. Budget A financial document that forecasts or plans the expected dollar inflows (revenue) and dollar outflows (expenses) for a project. Business case A document that describes an intended service or ‘business’ in operational and financial terms, and seeks to establish that the service as planned can be financially viable (or profit able)—a positive business case is one in which the revenue/benefits outweigh the costs. Buy- in The level of support among any group of stakeholders (often staff and management) for the project and/or the proposed changes. Cash flow The movement of money into and out of a business, project or financial entity during a specified period of time. Project Management 3E_TXT.indd 7 8/4/19 8:38 am viii Project Management in Health and Community Services Close/close-out The fourth phase of the project cycle, when the process of handover, or transitioning from the project to the new method or state, is completed. Commissioning This term has two meanings: 1. The process of ensuring that a new facility, piece of equipment or service is fully operational. 2. The process of engaging a team, company or consultant to conduct a project, service or other activity on behalf of the funding agency. Contingency A potential problem or change in the project; an amount of money or other resource held within the project to cover elements of risk or uncertainty. Control Ensuring that the project keeps to the agreed project scope, budget, schedule and quality. Cost-benefit analysis (CBA) Estimates (in monetary terms) the costs and benefits (or measure of effect) of an intervention or program. Cost-effectiveness analysis (CEA) Compares relative cost and outcomes (or effect) of two or more interventions with the effect expressed in nonmonetary terms using ‘natural units’ such as cure rate or reduction in the incidence of a disease. Cost-utility analysis (CUA) Expresses outcomes in the non monetary unit of qualityadjusted life years (QALYs) so that comparisons of benefit can be made between alternative treatments or interventions. Critical success factors (CSF) The important aspects of projects (and their contexts) that are known to affect the achievement of outcomes. Deliverable leg A graphical presentation in a WBS of the work required to complete each deliverable. Deliverables The concrete goods or services that will be produced by the project and handed over on its completion. Direct costs The costs incurred by and for the project that would not otherwise be incurred by the organisation. Economic evaluation Type of analysis that estimates the relative value of alternative options. Effectiveness The extent to which planned outcomes are achieved by a service or product in normal conditions (rather than in the laboratory or in trials). The answer to the question ‘does it work in practice?’ Project Management 3E_TXT.indd 8 8/4/19 8:38 am Glossary of terms ix Efficacy The extent to which planned outcomes are achieved by a service or product in ideal conditions. The answer to the question ‘can it work?’. Electronic Health Record (EHR) or Electronic Medical Record (EMR) The systematised collection of patient and population health information, electronically stored in a digital format. Escalate Taking problems or issue/s higher in the organisation in order for them to be resolved, or implementing the next level of action required to overcome an identified risk. Evaluation indicators Markers of a project’s progress, change and success. Evidence-based practice Decisions in (clinical) practice based on evidence from research studies and other sources of reliable infor mation (for example, internal data). Exclusions What is out of the project scope (what the project won’t do). Expenditure items Expenses incurred by a project. Feasibility study A process that objectively and rationally examines whether a proposed project, service or system can be successfully implemented. Gantt chart A commonly used method of presenting the timelines and tasks of a project, and of charting actual progress. It plots activities (in rows) against the timeline (in columns), thus showing the relationships between them. Gap analysis An assessment of information about gaps and potential capacity in the available service system. Gateway Review/Process A project assurance methodology to improve the delivery of major projects. It involves short, sharp and confidential reviews conducted by reviewers not associated with the project at six key stages of the project life cycle, also known as ‘gates’. Go/no go The time at which the organisation decides whether or not to proceed with the next stage of a project, or to accept a chosen system or model. Go-live The time at which a product, deliverable or outcome is put into practice. Goal A statement of what the project aims to achieve. Grey literature Research that is unpublished or not published in the peerreviewed research literature, such as government reports and policy documents. Project Management 3E_TXT.indd 9 8/4/19 8:38 am