Introduction to Project Management
Project or Operations? Implementing a new electronic health record system
What is a project?
This document anchors team expectations and defines project purpose
What is a project charter?
This tool is a bar chart that visually shows a project’s timeline and tasks
What is a Gantt chart?
Keeping stakeholders aligned and informed helps prevent this common project issue.
What is miscommunication?
This formal, final phase of the project lifecycle ensures all deliverables meet agreed‑upon standards, clients sign off, documentation is archived, and resources are released
What is project closure?
Aligning these individuals early prevents issues later in the project lifecycle
Who are stakeholders?
RACI stands for...
What is Responsible Accountable Consulted Informed?
This helps to foster trust and connection, builds team alignment, and are opportunities to identify challenges
What are team check-ins?
An uncertain event that may impact the project
What is a risk?
A structured meeting held at the end of a project where teams analyze what went well, what didn't, and how to improve
What is a retrospective?
One reason a project might fail
What is unclear or changing scope, lack of sponsorship, poor communication, unrealistic timelines, ignored risks, weak requirements or misunderstood needs, lack of accountability or unclear roles, or failure to manage change or build adoption?
This tool is a "family tree” of project components that organizes and defines the total scope of the project
What is the Work Breakdown Structure (WBS)?
This tool is a visual workflow management tool to track work through stages of completion
What is a Kanban board?
One tool to share project status update
What is red, yellow, and green?
One process of the lessons learned process to ensure valuable insights guide future projects
What is identify, document, analyze, store, or retrieve?
The five stages of a project lifecycle
What is initiating, planning, executing, monitoring controlling, and closing?
A problem statement should include who, what, where, evidence, and ____ (hint: problem statement anatomy)
What is desired change?
An estimation technique to determine scope, complexity, and capacity
What is estimating effort using t-shirt sizing?
The 5Cs of Communication
What is clear, concise, coherent, complete, and courteous?
One thing you're taking away from this workshop series
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