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Sample Project Plan

Project plan: EHR Implementation

Task Duration Start Finish
Assessment 5 days 1/8/06 1/13/06
Select product selection group 0.5 days 1/9/06 1/9/06
Select project development team 0.5 days 1/9/06 1/9/06
Complete needs assessments 2 days 1/9/06 1/10/06
Develop project charter 5 days 1/9/06 1/13/06
Develop preliminary budget 3 days 1/9/06 1/11/06
Document current workflows 5 days 1/9/06 1/13/06
Patient/provider flow 5 days 1/9/06 1/13/06
Filing system for medical records 5 days 1/9/06 1/13/06
Telephone triage 5 days 1/9/06 1/13/06
Lab results reporting and resolution 5 days 1/9/06 1/13/06
Assess office space 5 days 1/9/06 1/13/06
Medical records 5 days 1/9/06 1/13/06
Exam rooms 5 days 1/9/06 1/13/06
Support staff 5 days 1/9/06 1/13/06
Patient check-in area 5 days 1/9/06 1/13/06
Nursing stations 5 days 1/9/06 1/13/06
Share project charter with organization N/A 1/8/06 1/8/06
Planning 10 days 1/9/06 1/20/06
Develop general project timeline 1 day 1/9/06 1/9/06
Outline key milestones and deliverables 1 day 1/9/06 1/9/06
Develop communication plan 2 days 1/9/06 1/10/06
Preliminary vendor selection 5 days 1/9/06 1/13/06
Educate vendor selection team on EHR requirements 5 days 1/9/06 1/13/06
Research potential vendors 5 days 1/9/06 1/13/06
Write script for vendor demonstration 1 day 1/9/06 1/9/06
Develop and distribute vendor evaluation tool 2 days 1/9/06 1/10/06
Contact vendors to set up demonstrations 0.5 days 1/9/06 1/9/06
Assess hardware, office configuration options based on assessments 5 days 1/9/06 1/13/06
Develop preliminary chart abstraction strategy 10 days 1/9/06 1/20/06
Develop preliminary implementation strategy 3 days 1/9/06 1/11/06
Selection 15 days 1/8/06 1/27/06
Assess practice workflows 2 days 1/9/06 1/10/06
Demo products with vendor selection team 10 days 1/9/06 1/20/06
Conduct reference checks (site visits or telephone calls) 5 days 1/9/06 1/13/06
Meet with vendor selection team to select vendor N/A 1/8/06 1/8/06
Select hardware vendor 5 days 1/9/06 1/13/06
Reassess hardware based on selected vendor 5 days 1/9/06 1/13/06
Negotiate contract with hardware vendor 15 days 1/9/06 1/27/06
Negotiate contract with software vendor 15 days 1/9/06 1/27/06
Develop project change control process 2 days 1/9/06 1/10/06
Sign contracts N/A 1/8/06 1/8/06
Major update for practice and stakeholders N/A 1/8/06 1/8/06
Implementation 90 days 1/8/06 5/12/06
Update project plan with vendor deliverables and dates 5 days 1/9/06 1/13/06
Develop pre-training plan based on vendor options 5 days 1/9/06 1/13/06
Update implementation strategy 2 days 1/9/06 1/10/06
Update chart abstraction strategy 2 days 1/9/06 1/10/06
Develop Go-Live plan 2 days 1/9/06 1/10/06
Develop new office workflows 15 days 1/9/06 1/27/06
Major update for practice and stakeholders N/A 1/8/06 1/8/06
Install hardware 90 days 1/9/06 5/12/06
Install software 90 days 1/9/06 5/12/06
Install network and peripherals 90 days 1/9/06 5/12/06
Convert data from old system to new system 90 days 1/9/06 5/12/06
Test and implement interfaces 90 days 1/9/06 5/12/06
Training 5 days 1/9/06 1/13/06
Go-Live N/A 1/8/06 1/8/06
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Planning Tools

[+] Communication Plan Template

[+] Sample Communication Plan

[+] Sample Project Plan

[+] The Role of Project Management in Your EHR Implementation

[+] Scanning and Preloading Worksheet


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