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Items below are posted on HL7.org > Resources >Tools and Resources > Project Management and Tracking Tools

Last update 2019-03-14

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Project Services comment and recommendation

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GForge (HL7 Project Homebase)

GForge, the HL7 Project Homebase site is intended to support HL7 Tool Developers (Toolsmiths) and Work Groups in managing their projects. All of the tools available on this Homebase are designed to support the development and publication of HL7 Version 3 Messaging Standards. These tools carry a license that restricts their use to activities that support the development of standards by HL7 and the HL7 International Affiliate Organizations.

Suggest remove this reference or assign different ownership

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Guidance for Steering Division Co-Chairs to Evaluate Work Group Capacity to Undertake New Effort

This document provides guidance for Steering Division Co-Chairs on using PBS (Projects, Ballots and Standards) Metrics and Work Group Health to evaluate WG capacity to undertake new effort.

Suggest Project Services retain ownership as this artifact ties to PSS

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HL7 Ballot Guide

The HL7 Ballot Guide (formerly titled Electronic Ballot Charts)   provides a quick reference to information related to each level of HL7 electronic balloting.

Originally developed with input of Don Loyd and Barb McKinnon; Project Services maintains with review by PIC prior to publication.

(2019-02-14 downloaded from GForge 487 times)

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HL7 Searchable Project Database

Search active and archived HL7 projects along with 3-Year Plan items. This tool displays information from Project Insight based on Project Scope Statements as well as project status updates.

HL7 PMO manages

 

Note: Also on TSC Guidance webpage

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PBS Metrics Report

The Projects, Ballots and Standards Metrics Report (PBS Metrics) provides a dashboard by Work Group as well as details about Projects that are behind 120+ days, missing 3-Year Plans, unpublished ballots, unpublished CMETs, and balloted items with outstanding negatives that require a recirculation ballot to be published.

HL7 Staff prepares

 

From Project Services Mission Charter:

Providing tools and guidance to Work Groups in the areas of project quality assurance and project management

 

Note: Also on TSC Guidance webpage

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Peer Review Process at HL7 (1.67 MB)

Describes   step process and references various forms to help conduct a peer review.

What is TSC recommendation?

We understand FHIR may be considering recommending Peer Review vs. Comment only ballots

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Project Facilitator Responsibilities

Describes responsibilities of this role, traits desired of individuals filling these roles and the tasks expected.

Suggest Project Services retain ownership

(2019-02-14 downloaded 176 times including prior versions)

 

From Project Services Mission Charter:

Recruiting, educating and supporting project facilitators

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Project Insight

HL7 PMO's project management tool.

HL7 PMO manages

 

From Project Services Mission Charter:

Tracking and reporting progress of all projects to the Technical Steering Committee (TSC) and other stakeholders:

 

Note : Also on TSC Guidance webpage

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Project Insight Tip Sheet (781 KB)

This document illustrates how to update project status information in Project Insight, how Project Insight data changes throughout the lifecycle of a project (i.e. as it moves from a 3-Year Plan to an active project and through balloting to closure), and how a Project is closed (archived) in Project Insight. The document includes screen shots, Project Insight field definitions and a State Transition Diagram.

Suggest Project Services retain ownership

(2019-02-14 downloaded 79 times)

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Project Life Cycle for Product Development (PLCPD)

The Project Life Cycle for Product Development (PLCPD) describes the process to produce HL7 ‘products’ including standards and specifications and includes project initiative, analysis and requirements documentation, and specification design. The PLCPD is depicted as a cyclical process flow, and presents the HL7 strategy for protocol specification development, enhancement, and management.

Reviewing comments from SGB and waiting for SGB recommendation whether to re-ballot as Informative in future

(2019-02-14 downloaded 176 times)

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Project Scope Statement Template and Project Approval Process

MS Word template for the Project Scope statement, PSS-Lite   (contained within the PSS template) and HL7’s Project Approval Processes as well as the HL7 Affiliate Project Description Template to be used by HL7 Affiliates.

Project Services has maintained Word versions in past; revisions subject to TSC approval

 

 

From Project Services Mission Charter:

Maintaining the HL7 Project Scope Statement template

Maintaining the project approval process

 

Note: Also on TSC Guidance webpage

 

Recommendation:

Project Services asserts the PMO ‘owns’ PSS and Project Approval processes but Project Services Work Group should retain advisory function, assist tracking change requests, etc.

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Project Scope Statement Template on Confluence (PILOT)

The HL7 PSS Template has been created on Confluence.   For Work Groups that would like to participate in piloting the PSS and project approval process within Confluence, log into HL7's Confluence server ; click the "Create ..." button, then 'Show More' to copy the default PSS template to your Work Group's Space within Confluence.

Migration to PSS Form (not Template) in process, currently in formal pilot

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Webinar Recording: HL7 Project Management Tool Overview for HL7 Project Facilitators

38 minute recording of a webinar targeted for co-chairs and those leading HL7 projects (i.e. Project Facilitators). This webinar demonstrates HL7 project tools including Project Insight (HL7’s primary project repository), the HL7 Searchable Project Database, GForge, as well as review HL7 project processes and methodologies.

Suggest Project Services retain ownership of these webinars.  We have asked Karen Van Hentenryck to add a slide to Co-chair Training to inform new Co-chairs.

 

Also investigating if they can be referenced from the Education Portal.

Note: Project Services is slowly working on short, task focused instructional webinars and has others in the queue to develop

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Webinar Recording: How to Use The PBS Metrics Excel Report

A 9 minute recorded webinar targeted for co-chairs and those leading HL7 projects (i.e. Project Facilitators).   This webinar demonstrates how best to navigate through the Projects, Ballots and Standards Metrics Excel Report

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Webinar Recording: Understanding Work Group Health Metrics

A 13 minute recorded webinar targeted for co-chairs and those leading HL7 projects (i.e. Project Facilitators).   This webinar explains what is measured within the Work Group Health metrics, the reasons behind those measurements and how to read the Work Group Health spreadsheet.

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Webinar Recording: Updating Project Insight

A 6 minute recorded webinar targeted for co-chairs and those leading HL7 projects (i.e. Project Facilitators).   This webinar demonstrates how to update Project Insight based on infractions identified in the Projects, Ballots and Standards Metrics Excel Report

 

 

Project Services artifacts referenced in GForge Documents :

Hyperlink to artifact

Project Services comment and recommendation

CoChair Handbook Updates    

Section of co-chair handbook (.pdf) dealing with Project Management

 

(2019-02-14 downloaded 284 times)

HL7 Document Cover Page Template    

This is posted on HL7.org > Resources Templates webpage, last update 2016. 

 

Commissioned by TSC, recommend HL7 staff own future updates

(2019-02-14 downloaded 1 times).

PSS-Introducing New Processes Release 2 PI 1224

Commissioned by TSC, balloted and published as Informative document ; suggest transfer ownership to TSC or other designated Work Group

 

Note: Also on TSC Guidance webpage