Project Management
Integration Management»
Quality Management»
Human Resource Management»
Communications Management»
Procurement Management»
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Definition: Initiating, planning, executing, controlling, and closing of all key project, IT, and change management plans, processes, and outputs required to achieve project success.
Process: Manage project execution
The process of completing the activities identified in the project management plan and its component plans.
The process of completing the activities identified in the project management plan and its component plans.
Output: Performance report
A description of the results or the status of a situation at a certain point in time.
A description of the results or the status of a situation at a certain point in time.
Output: Change Request (CR)
A formal application to modify baseline deliverables and processes.
A formal application to modify baseline deliverables and processes.
Output: Project document update
A change to information that is not material to baseline documents and processes.
A change to information that is not material to baseline documents and processes.
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Definition: Planning, executing and controlling project processes and outputs according to approved standards.
Process: Perform quality assurance
The process of conducting an interim check on tasks performed to prepare a deliverable to ensure these tasks meet pre-defined project standards.
The process of conducting an interim check on tasks performed to prepare a deliverable to ensure these tasks meet pre-defined project standards.
Output: Change Request (CR)
A formal application to modify baseline deliverables and processes.
A formal application to modify baseline deliverables and processes.
Output: Project document update
A change to information that is not material to baseline documents and processes.
A change to information that is not material to baseline documents and processes.
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Definition: Planning, executing and controlling the selection, assignment and function of human resources – the people and teams that will work to complete the project successfully.
Process: Develop project team
The process of preparing and gauging team effectiveness.
The process of preparing and gauging team effectiveness.
Output: Project team performance assessment
A gauge of team effectiveness.
A gauge of team effectiveness.
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Definition: Planning, executing and controlling project information exchange required to ensure project success.
Process: Distribute information
The process of circulating information used to influence project success, e.g., polices, procedures, plans, standards, guidelines, templates, reports, lessons learned.
The process of circulating information used to influence project success, e.g., polices, procedures, plans, standards, guidelines, templates, reports, lessons learned.
Output: Organizational process asset update
An information source used to influence project success, e.g., polices, procedures, plans, standards, guidelines, templates, reports, lessons learned.
An information source used to influence project success, e.g., polices, procedures, plans, standards, guidelines, templates, reports, lessons learned.
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Definition: Planning, executing and controlling acquisition of goods and services necessary to support successful project completion.
Process: Select vendor
The process of issuing a solicitation, receiving responses, evaluating responses based on evaluation criteria and choosing a supplier based on the criteria to deliver a requested service and/or product.
The process of issuing a solicitation, receiving responses, evaluating responses based on evaluation criteria and choosing a supplier based on the criteria to deliver a requested service and/or product.
Output: Selected vendor
The supplier chosen to deliver a service and/or product after issuing a solicitation, receiving responses and evaluating responses based on the evaluation criteria.
The supplier chosen to deliver a service and/or product after issuing a solicitation, receiving responses and evaluating responses based on the evaluation criteria.
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IT Management
User Requirements Management»
Infrastructure Management»
Conversion Management»
Software Configuration Management»
Workflow Management»
Security Management»
Interface Management»
Test Management»
Cutover Management»
Support Management»
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Definition: Initiating, planning and executing the identification and organization of stakeholder needs to evaluate options and acquire a solution that achieves the project objectives.
Process: Prepare detailed user requirements
The process of creating an in-depth description of the functions, features and data a system must support to meet user needs.
The process of creating an in-depth description of the functions, features and data a system must support to meet user needs.
Output: Detailed user requirements
An in-depth description of a function and data a system must support to meet user needs.
An in-depth description of a function and data a system must support to meet user needs.
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Definition: Initiating, planning, executing and controlling requirements for the location and configuration of the physical components of a new system.
Process: Define detailed technology requirements
The process of creating an in-depth description of the equipment, and environmental and regulatory criteria, e.g., sizing and performance criteria, power, temperature and physical space considerations, and regulatory constraints the selected vendor must support.
The process of creating an in-depth description of the equipment, and environmental and regulatory criteria, e.g., sizing and performance criteria, power, temperature and physical space considerations, and regulatory constraints the selected vendor must support.
Output: Detailed technology requirements
An in-depth description of the equipment, and environmental and regulatory criteria, e.g., sizing and performance criteria, power, temperature and physical space considerations, and regulatory constraints the selected vendor must support.
An in-depth description of the equipment, and environmental and regulatory criteria, e.g., sizing and performance criteria, power, temperature and physical space considerations, and regulatory constraints the selected vendor must support.
Process: Prepare and order equipment
The process of preparing and placing an order for required hardware to support a system.
The process of preparing and placing an order for required hardware to support a system.
Output: Equipment order confirmation
A written acknowledgement by a manufacturer that an organization is purchasing items, including their description, manufacture, model, type and quantity.
A written acknowledgement by a manufacturer that an organization is purchasing items, including their description, manufacture, model, type and quantity.
Process: Confirm facility modifications
The process of specifying, scheduling, contracting, executing and monitoring construction at an organization’s facilities according to a previously prepared facility modification plan.
The process of specifying, scheduling, contracting, executing and monitoring construction at an organization’s facilities according to a previously prepared facility modification plan.
Output: Site readiness confirmation
A written acknowledgement, issued by the vendor after a review of the modified facilities, indicating the results of modification or renovation to an organization’s facilities comply with vendor infrastructure requirements.
A written acknowledgement, issued by the vendor after a review of the modified facilities, indicating the results of modification or renovation to an organization’s facilities comply with vendor infrastructure requirements.
Process: Install system
The process of receiving, inspecting, installing and configuring the hardware, system software and application software supporting a system.
The process of receiving, inspecting, installing and configuring the hardware, system software and application software supporting a system.
Output: Hardware readiness confirmation
A written acknowledgement provided by the vendor (in a SaaS environment) or HDO (in a premised based environment) indicating installation compliance of all equipment and hardware according to manufacturer specified standards and readiness for configuration.
A written acknowledgement provided by the vendor (in a SaaS environment) or HDO (in a premised based environment) indicating installation compliance of all equipment and hardware according to manufacturer specified standards and readiness for configuration.
Output: Application readiness confirmation
A written acknowledgement provided by the vendor indicating installation compliance of all application software components according to manufacturer specified standards and readiness for configuration.
A written acknowledgement provided by the vendor indicating installation compliance of all application software components according to manufacturer specified standards and readiness for configuration.
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Definition: Planning, executing and controlling transformation and movement of data from existing manual and automated systems to a new system.
Process: Prepare data conversion map
The process of identifying the characteristics of each piece of information planned for transferred to a new system from an existing source.
The process of identifying the characteristics of each piece of information planned for transferred to a new system from an existing source.
Output: Data conversion map
An identification of the characteristics of each piece of information planned for transfer to the new system from an existing source.
An identification of the characteristics of each piece of information planned for transfer to the new system from an existing source.
Process: Conduct data cleansing
The process of identifying and correcting corrupt or inaccurate information to convert it to a new system.
The process of identifying and correcting corrupt or inaccurate information to convert it to a new system.
Output: Data cleansing confirmation
A written verification that completed data cleansing meets requirements for conversion and subsequent system use.
A written verification that completed data cleansing meets requirements for conversion and subsequent system use.
Process: Develop and test conversion solution
The process of developing and testing a manual, automated or combined method used to move data from an existing source to the new system within the project schedule.
The process of developing and testing a manual, automated or combined method used to move data from an existing source to the new system within the project schedule.
Output: Conversion solution confirmation
A written acknowledgement that the manual, automated or combined method used to move data from an existing source to the new system works properly within the project schedule.
A written acknowledgement that the manual, automated or combined method used to move data from an existing source to the new system works properly within the project schedule.
Process: Convert data
The process of transferring existing information from one or more sources to a new system.
The process of transferring existing information from one or more sources to a new system.
Output: Conversion confirmation
A written acknowledgement of the accuracy and completeness of converted data.
A written acknowledgement of the accuracy and completeness of converted data.
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Definition: Planning, executing and controlling the setup selection of vendor application options and features to meet user, technical and security requirements.
Process: Define configuration requirements
The process of describing a system’s behavior from an end user’s perspective, including “who” does “what” in a system.
The process of describing a system’s behavior from an end user’s perspective, including “who” does “what” in a system.
Output: Configuration requirements
A description of how an organization plans to change customizable settings so the system is ready for use.
A description of how an organization plans to change customizable settings so the system is ready for use.
Process: Configure system
The process of updating a system to reflect the setup parameters, selection lists, organization and other options identified in use cases.
The process of updating a system to reflect the setup parameters, selection lists, organization and other options identified in use cases.
Output: Test cases
A description of each requirement and the expected outcome from the system when a user executes it.
A description of each requirement and the expected outcome from the system when a user executes it.
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Definition: Planning, executing and controlling the sequence of automated and manual steps that support delivery the products or services of an organization.
Process: Prepare workflow requirements
The process of identifying how to reduce the number of steps, decrease the amount of time and minimize motion (moving from place to place) to system use or manual steps.
The process of identifying how to reduce the number of steps, decrease the amount of time and minimize motion (moving from place to place) to system use or manual steps.
Output: Workflow requirements
A description of how to reduce the number of steps, decrease the amount of time and minimize motion (moving from place to place) during system use or manual steps.
A description of how to reduce the number of steps, decrease the amount of time and minimize motion (moving from place to place) during system use or manual steps.
Process: Perform workflow change
The process of updating configuration requirements, executing subsequent configuration changes and/or modifying a manual step so people can use the implemented system effectively.
The process of updating configuration requirements, executing subsequent configuration changes and/or modifying a manual step so people can use the implemented system effectively.
Output: Workflow changes
An updated configuration requirement, subsequent configuration change and/or modification to a manual step.
An updated configuration requirement, subsequent configuration change and/or modification to a manual step.
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Definition: Planning, executing and controlling system access.
Process: Define security requirements
The process of describing the safeguards a system must support.
The process of describing the safeguards a system must support.
Output: Security requirements
A description of the system access specifications that an organization must support.
A description of the system access specifications that an organization must support.
Process: Define security roles
The process of describing a system’s behavior from an end user’s viewpoint, describing security parameters, functions and controls over “who” does “what” in a system.
The process of describing a system’s behavior from an end user’s viewpoint, describing security parameters, functions and controls over “who” does “what” in a system.
Output: Security roles
A list of system functions for specific users or user types, i.e., it identifies who does what in a system.
A list of system functions for specific users or user types, i.e., it identifies who does what in a system.
Process: Configure security
The process of updating a system to reflect the security control mechanisms, constraints and other configuration options identified in the security use cases.
The process of updating a system to reflect the security control mechanisms, constraints and other configuration options identified in the security use cases.
Output: Test cases
A description of each requirement and the expected outcome from the system when a user executes it.
A description of each requirement and the expected outcome from the system when a user executes it.
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Definition: Planning, executing and controlling the definition, development, testing and implementation of software that exchanges information between one or more systems.
Process: Prepare interface data map
The process of identifying the characteristics of each piece of information exchanged between two or more systems on an ongoing basis.
The process of identifying the characteristics of each piece of information exchanged between two or more systems on an ongoing basis.
Output: Interface data map
A description of the characteristics of each piece of information exchanged between two or more systems on an ongoing basis.
A description of the characteristics of each piece of information exchanged between two or more systems on an ongoing basis.
Process: Develop and test interfaces
The process of designing, constructing and testing software enabling a data exchange between two or more systems.
The process of designing, constructing and testing software enabling a data exchange between two or more systems.
Output: Interface software confirmation
A written acknowledgement that the interface option constructed or configured and tested works according to specifications.
A written acknowledgement that the interface option constructed or configured and tested works according to specifications.
Process: Enable interfaces
The process of turning on a data exchange between a two or more systems.
The process of turning on a data exchange between a two or more systems.
Output: Interface confirmation
A written acknowledgement of the accuracy and effectiveness of an interface tool and the associated data exchange.
A written acknowledgement of the accuracy and effectiveness of an interface tool and the associated data exchange.
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Definition: Planning, executing and controlling how an organization verifies that a new system meets its specifications.
Process: Define test cases
The process of defining a version of the configuration, security and/or design use cases that describe each system step and the expected outcome of those steps from an user perspective.
The process of defining a version of the configuration, security and/or design use cases that describe each system step and the expected outcome of those steps from an user perspective.
Output: Test cases
A description of each requirement and the expected outcome from the system when a user executes it.
A description of each requirement and the expected outcome from the system when a user executes it.
Process: Prepare test data
The process of populating a system with sufficient information to conduct all identified system tests and receive meaningful and accurate outcomes.
The process of populating a system with sufficient information to conduct all identified system tests and receive meaningful and accurate outcomes.
Output: Test data
A description of the results or the status of a situation at a certain point in time.
A description of the results or the status of a situation at a certain point in time.
Process: Train testers
The process of educating test participants on the content and purpose of testing, including conducting practice tests and demonstrating results collection and reporting.
The process of educating test participants on the content and purpose of testing, including conducting practice tests and demonstrating results collection and reporting.
Output: Training completion confirmation
A written acknowledgement that each trainee successfully completed a specific training course.
A written acknowledgement that each trainee successfully completed a specific training course.
Process: Conduct tests
The process of completing system testing using the test scripts designated for a specific test cycle.
The process of completing system testing using the test scripts designated for a specific test cycle.
Output: Test results
A reported outcome associated with completing a test case.
A reported outcome associated with completing a test case.
Process: Correct defects
The process of reviewing, prioritizing and correcting system errors identified during testing.
The process of reviewing, prioritizing and correcting system errors identified during testing.
Output: Test cases
A description of each requirement and the expected outcome from the system when a user executes it.
A description of each requirement and the expected outcome from the system when a user executes it.
Process: Conduct regression testing
The process of re-testing a system to verify the process of correcting errors fixed identified defects and did not introduce new ones.
The process of re-testing a system to verify the process of correcting errors fixed identified defects and did not introduce new ones.
Output: Test results
A reported outcome associated with completing a test case.
A reported outcome associated with completing a test case.
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Definition: Planning, executing and controlling the switch from existing manual and/or automated systems to a new system.
Process: Train cutover support team
The process of educating key users in the use of tools and techniques for assisting other users during production system cutover.
The process of educating key users in the use of tools and techniques for assisting other users during production system cutover.
Output: Training completion confirmation
A written acknowledgement that each trainee successfully completed a specific training course.
A written acknowledgement that each trainee successfully completed a specific training course.
Process: Conduct system cutover
The process of completing activities before and after transfer to a new system.
The process of completing activities before and after transfer to a new system.
Output: Successful cutover confirmation
A written acknowledgement that the system is live and ready for acceptance testing.
A written acknowledgement that the system is live and ready for acceptance testing.
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Definition: Planning, executing, controlling technical maintenance of a system after cutover.
Process: Prepare support requirements
The process of describing each position and function assigned to each person responsible for support.
The process of describing each position and function assigned to each person responsible for support.
Output: Support requirements
A description of what an organization and vendor will do to address issue logging, escalation and resolution, and system updates.
A description of what an organization and vendor will do to address issue logging, escalation and resolution, and system updates.
Output: Support roles and responsibilities
A description of the position and function assigned to each person responsible for support.
A description of the position and function assigned to each person responsible for support.
Process: Provide support training
The process of educating support personnel so they become proficient in providing support.
The process of educating support personnel so they become proficient in providing support.
Output: Training completion confirmation
A written acknowledgement that each trainee successfully completed a specific training course.
A written acknowledgement that each trainee successfully completed a specific training course.
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Change Management
Transformation Management»
Training Management»
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Definition: Planning, executing and controlling the adoption of innovation by individual or groups of stakeholders.
Process: Conduct transformation
The process of helping stakeholders transition from the current to the future state.
The process of helping stakeholders transition from the current to the future state.
Output: Transformation tasks
An activity to help stakeholder groups transition from the current to the future state.
An activity to help stakeholder groups transition from the current to the future state.
Output: Transformation task completion
A written confirmation that a transformation task has been successfully completed.
A written confirmation that a transformation task has been successfully completed.
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Definition: Planning, executing, controlling and closing project tasks for educating users to take advantage of workflow and system benefits.
Process: Prepare training
The process of preparing the set of materials used by instructors and students during training sessions.
The process of preparing the set of materials used by instructors and students during training sessions.
Output: Training documentation
The set of materials used by instructors and students during training sessions.
The set of materials used by instructors and students during training sessions.
Process: Conduct training
The process of educating stakeholders on how to use the system and perform associated manual workflow steps associated with it.
The process of educating stakeholders on how to use the system and perform associated manual workflow steps associated with it.
Output: Training completion confirmation
A written acknowledgement that each trainee successfully completed a specific training course.
A written acknowledgement that each trainee successfully completed a specific training course.
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Excerpted from Project Management for Healthcare Information Technology (HIT) by Scott Coplan and David Masuda,
Copyright © 2011 by McGraw-Hill and Companies, Inc. All rights reserved.
A Guide to the Project Management Body of Knowledge (PMBOK® Guide) – Fourth Edition, Project Management Institute, Inc., 2008
