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Strengthening	
  Project	
  Management	
  in	
  the	
  Public	
  Sector	
  –	
  Federal	
  Cabinet-­‐Level	
  Agency	
  –	
  Healthcare	
  Efficiency	
  Initiative	
  
Copyright	
  2013	
  Advanta	
  Healthcare	
  Partners	
  	
  	
  	
  	
  	
  	
  
1	
  
	
  
	
  
Strengthening	
  Project	
  Management	
  in	
  the	
  Public	
  Sector	
  
Federal	
  Cabinet-­‐Level	
  Agency	
  	
  
Healthcare	
  Efficiency	
  Initiative	
  
The	
  complexity	
  and	
  breadth	
  of	
  services	
  of	
  this	
  Federal	
  agency	
  has	
  led	
  to	
  considerable	
  
variability	
  in	
  terms	
  of	
  the	
  effectiveness	
  of	
  project	
  execution.	
  	
  This	
  variability	
  created	
  
many	
  business	
  and	
  technology	
  systems	
  to	
  be	
  less	
  than	
  optimally	
  implemented,	
  resulting	
  
in	
  operational	
  inefficiencies.	
  
The	
  Healthcare	
  Efficiency	
  (HCE)	
  initiative	
  has	
  been	
  put	
  in	
  place	
  to	
  improve	
  processes	
  and	
  
procedures	
  where	
  the	
  existing	
  practices	
  have	
  failed	
  and	
  to	
  move	
  toward	
  a	
  more	
  
standard	
  project	
  execution	
  framework.	
  This	
  initiative	
  requires	
  evaluation	
  of	
  current	
  
systems,	
  identification	
  of	
  areas	
  for	
  improvement,	
  and	
  implementation	
  of	
  changes.	
  
Through	
  this	
  initiative,	
  the	
  Agency	
  intends	
  to	
  reduce	
  operational	
  costs	
  and	
  create	
  a	
  more	
  
streamlined	
  deployment	
  of	
  targeted	
  program	
  areas,	
  to	
  enhance	
  the	
  programs’	
  efficiency	
  
across	
  the	
  enterprise.	
  	
  
Additional	
  goals	
  of	
  the	
  HCE	
  initiative	
  are	
  to	
  provide	
  more	
  accurate	
  and	
  less	
  burdensome	
  
delivery	
  of	
  benefit	
  services,	
  better	
  meet	
  the	
  reporting	
  needs	
  of	
  the	
  Agency	
  and	
  Congress,	
  
and	
  reduce	
  potential	
  fraud,	
  waste,	
  and	
  abuse.	
  This	
  initiative	
  requires	
  coordination	
  and	
  
collaboration	
  across	
  multiple	
  stakeholder	
  groups;	
  geographically	
  and	
  functionally	
  
dispersed	
  delivery	
  teams;	
  and	
  the	
  management	
  of	
  five	
  projects.	
  	
  
The	
  Federal	
  cabinet	
  level	
  Agency	
  turned	
  to	
  Advanta	
  Healthcare	
  Partners	
  (Advanta)	
  to	
  
supply	
  project	
  management	
  discipline	
  and	
  improve	
  the	
  efficiency	
  and	
  effectiveness	
  of	
  
current	
  Office	
  of	
  Information	
  Technology	
  (OIT)	
  projects.	
  Critical	
  to	
  our	
  success	
  with	
  this	
  
project	
  were	
  our	
  years	
  of	
  project	
  management	
  experience	
  and	
  familiarity	
  with	
  the	
  
Strengthening	
  Project	
  Management	
  in	
  the	
  Public	
  Sector	
  –	
  Federal	
  Cabinet-­‐Level	
  Agency	
  –	
  Healthcare	
  Efficiency	
  Initiative	
  
Copyright	
  2013	
  Advanta	
  Healthcare	
  Partners	
  	
  	
  	
  	
  	
  	
  
2	
  
Project	
  Management	
  Institute’s	
  methodologies,	
  e.g.,	
  Project	
  Management	
  Body	
  of	
  
Knowledge	
  (PMBOK)	
  and	
  tools.	
  
Working	
  jointly	
  with	
  the	
  government,	
  our	
  efforts	
  resulted	
  in	
  delivering	
  completed	
  
projects	
  that	
  were	
  not	
  only	
  within	
  Agency	
  budget	
  constraints,	
  but	
  added	
  significant	
  value	
  
to	
  field	
  offices	
  and	
  Agency	
  end	
  users.	
  
The	
  Client’s	
  Challenges	
  
The	
  primary	
  challenges	
  facing	
  the	
  initiative’s	
  team:	
  
• Project	
  managers	
  did	
  not	
  execute	
  projects	
  according	
  to	
  Agile	
  and	
  Agency	
  standards.	
  
• Project	
  risks	
  were	
  not	
  identified	
  in	
  a	
  timely	
  manner,	
  negatively	
  affecting	
  the	
  
implementation	
  of	
  mitigation	
  strategies.	
  
• The	
  program	
  office	
  was	
  having	
  extreme	
  difficulty	
  managing	
  the	
  triple	
  constraint:	
  
scope,	
  cost,	
  and	
  time,	
  and	
  the	
  way	
  in	
  which	
  these	
  constraints	
  impacted	
  quality.	
  As	
  
shown	
  in	
  the	
  figure	
  below,	
  focusing	
  on	
  one	
  aspect	
  over	
  the	
  others	
  –	
  in	
  this	
  case,	
  time	
  
–	
  can	
  have	
  unintended	
  consequences	
  on	
  the	
  other	
  two.	
  
	
  
	
  
	
  
	
  
	
  
The	
  Advanta	
  Solution	
  
To	
  address	
  the	
  current	
  challenges	
  within	
  the	
  Agency,	
  Advanta	
  identified	
  new	
  ways	
  to	
  
improve	
  performance,	
  avoid	
  delays,	
  reduce	
  costs,	
  and	
  meet	
  the	
  requirements	
  and	
  
expectations	
  of	
  project	
  sponsors	
  and	
  stakeholders.	
  After	
  identifying	
  the	
  issues,	
  Advanta	
  
was	
  able	
  to	
  come	
  up	
  with	
  a	
  three-­‐pronged	
  approach	
  to	
  address	
  them.	
  	
  
	
  
While	
  challenges	
  are	
  expected	
  during	
  the	
  execution	
  phase	
  of	
  a	
  project,	
  Advanta’s	
  ability	
  
to	
  create	
  awareness	
  of	
  certain	
  topics	
  quickly	
  resulted	
  in	
  an	
  advantage	
  later	
  during	
  the	
  
Figure	
  1	
  –	
  Project	
  Management’s	
  Triple	
  Constraint	
  with	
  time	
  
impact	
  
Strengthening	
  Project	
  Management	
  in	
  the	
  Public	
  Sector	
  –	
  Federal	
  Cabinet-­‐Level	
  Agency	
  –	
  Healthcare	
  Efficiency	
  Initiative	
  
Copyright	
  2013	
  Advanta	
  Healthcare	
  Partners	
  	
  	
  	
  	
  	
  	
  
3	
  
project	
  execution	
  journey.	
  Our	
  approach	
  was:	
  
	
  
• Project	
  Management	
  Discipline,	
  Timelines,	
  and	
  Scheduling:	
  	
  Managing	
  
Deployment	
  Milestones	
  
OIT	
  management	
  of	
  milestones	
  such	
  as	
  release	
  package	
  review	
  (8	
  days),	
  user	
  testing	
  
(15	
  total	
  days	
  with	
  no	
  errors),	
  and	
  release	
  board	
  review	
  was	
  not	
  as	
  effective	
  as	
  
needed.	
  Executing	
  schedule	
  tasks	
  concurrently	
  instead	
  of	
  consecutively	
  along	
  with	
  
effective	
  communication	
  with	
  executive	
  leadership	
  allowed	
  us	
  to	
  achieve	
  the	
  
schedule	
  for	
  a	
  majority	
  of	
  the	
  milestones.	
  
• Risk	
  Identification	
  and	
  Communication:	
  Keeping	
  Stakeholders	
  Informed	
  
Without	
  roles	
  and	
  responsibilities	
  elaborately	
  defined,	
  major	
  milestones,	
  which	
  were	
  
not	
  accurately	
  accounted	
  for	
  in	
  terms	
  of	
  task	
  duration,	
  and	
  some	
  minor	
  tasks,	
  were	
  
inadvertently	
  left	
  out	
  until	
  just	
  weeks	
  prior	
  to	
  their	
  due	
  dates.	
  Weekly	
  risk	
  meetings	
  
and	
  improved	
  status	
  reports	
  prevented	
  adding	
  additional	
  length	
  to	
  our	
  schedule	
  and	
  
resulted	
  in	
  the	
  application	
  being	
  delivered	
  to	
  the	
  field	
  in	
  a	
  timely	
  manner.	
  
• Get	
  Everyone	
  Involved:	
  Leadership	
  and	
  Sponsors	
  
Some	
  projects	
  lacked	
  the	
  identification	
  of	
  a	
  single	
  point	
  of	
  accountability.	
  Project	
  
progress	
  was	
  delayed	
  due	
  to	
  high-­‐priority	
  issues	
  not	
  being	
  resolved	
  quickly	
  and	
  
expeditiously.	
  	
  Advanta	
  was	
  able	
  to	
  assign	
  detailed	
  responsibilities	
  for	
  all	
  team	
  
members;	
  however,	
  most	
  importantly,	
  responsibilities	
  were	
  assigned	
  to	
  leadership	
  at	
  
the	
  project,	
  program,	
  and	
  sponsor	
  level.	
  Roles	
  were	
  outlined	
  via	
  the	
  project	
  
management	
  plan	
  making	
  for	
  a	
  more	
  cohesive	
  team	
  approach	
  to	
  the	
  project.	
  
	
  
	
  
The	
  Results	
  	
  
By	
  implementing	
  our	
  proven	
  approach	
  and	
  establishing	
  a	
  strong	
  communications	
  plan,	
  
the	
  HCE	
  project	
  was	
  able	
  to	
  meet	
  its	
  strategic	
  Agency	
  goals.	
  Improved	
  reporting,	
  risk	
  
tracking,	
  and	
  creation	
  of	
  small	
  sub-­‐teams	
  or	
  “pods”	
  addressed	
  critical	
  issues.	
  All	
  played	
  a	
  
key	
  role	
  in	
  making	
  the	
  project	
  successful.	
  The	
  Advanta	
  team	
  leveraged	
  PMBOK	
  
methodology	
  effectively	
  to	
  limit	
  scope	
  creep	
  and	
  deliver	
  the	
  project	
  in	
  the	
  required	
  
timeframe	
  without	
  sacrificing	
  quality.	
  With	
  Advanta’s	
  experienced	
  large-­‐scale	
  project	
  
management	
  support,	
  efficient	
  management	
  of	
  project	
  time	
  and	
  scope	
  provided	
  a	
  solid	
  
base	
  for	
  performance	
  improvement.	
  
	
  
Contact	
  Information	
  
Holly	
  Honeycutt	
  
Vice	
  President,	
  Federal	
  Practice	
  
hhoneycutt@advantapartners.com	
  
704.545.7489	
  
	
  

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Strengthening Project Management in the Public Sector

  • 1. Strengthening  Project  Management  in  the  Public  Sector  –  Federal  Cabinet-­‐Level  Agency  –  Healthcare  Efficiency  Initiative   Copyright  2013  Advanta  Healthcare  Partners               1       Strengthening  Project  Management  in  the  Public  Sector   Federal  Cabinet-­‐Level  Agency     Healthcare  Efficiency  Initiative   The  complexity  and  breadth  of  services  of  this  Federal  agency  has  led  to  considerable   variability  in  terms  of  the  effectiveness  of  project  execution.    This  variability  created   many  business  and  technology  systems  to  be  less  than  optimally  implemented,  resulting   in  operational  inefficiencies.   The  Healthcare  Efficiency  (HCE)  initiative  has  been  put  in  place  to  improve  processes  and   procedures  where  the  existing  practices  have  failed  and  to  move  toward  a  more   standard  project  execution  framework.  This  initiative  requires  evaluation  of  current   systems,  identification  of  areas  for  improvement,  and  implementation  of  changes.   Through  this  initiative,  the  Agency  intends  to  reduce  operational  costs  and  create  a  more   streamlined  deployment  of  targeted  program  areas,  to  enhance  the  programs’  efficiency   across  the  enterprise.     Additional  goals  of  the  HCE  initiative  are  to  provide  more  accurate  and  less  burdensome   delivery  of  benefit  services,  better  meet  the  reporting  needs  of  the  Agency  and  Congress,   and  reduce  potential  fraud,  waste,  and  abuse.  This  initiative  requires  coordination  and   collaboration  across  multiple  stakeholder  groups;  geographically  and  functionally   dispersed  delivery  teams;  and  the  management  of  five  projects.     The  Federal  cabinet  level  Agency  turned  to  Advanta  Healthcare  Partners  (Advanta)  to   supply  project  management  discipline  and  improve  the  efficiency  and  effectiveness  of   current  Office  of  Information  Technology  (OIT)  projects.  Critical  to  our  success  with  this   project  were  our  years  of  project  management  experience  and  familiarity  with  the  
  • 2. Strengthening  Project  Management  in  the  Public  Sector  –  Federal  Cabinet-­‐Level  Agency  –  Healthcare  Efficiency  Initiative   Copyright  2013  Advanta  Healthcare  Partners               2   Project  Management  Institute’s  methodologies,  e.g.,  Project  Management  Body  of   Knowledge  (PMBOK)  and  tools.   Working  jointly  with  the  government,  our  efforts  resulted  in  delivering  completed   projects  that  were  not  only  within  Agency  budget  constraints,  but  added  significant  value   to  field  offices  and  Agency  end  users.   The  Client’s  Challenges   The  primary  challenges  facing  the  initiative’s  team:   • Project  managers  did  not  execute  projects  according  to  Agile  and  Agency  standards.   • Project  risks  were  not  identified  in  a  timely  manner,  negatively  affecting  the   implementation  of  mitigation  strategies.   • The  program  office  was  having  extreme  difficulty  managing  the  triple  constraint:   scope,  cost,  and  time,  and  the  way  in  which  these  constraints  impacted  quality.  As   shown  in  the  figure  below,  focusing  on  one  aspect  over  the  others  –  in  this  case,  time   –  can  have  unintended  consequences  on  the  other  two.             The  Advanta  Solution   To  address  the  current  challenges  within  the  Agency,  Advanta  identified  new  ways  to   improve  performance,  avoid  delays,  reduce  costs,  and  meet  the  requirements  and   expectations  of  project  sponsors  and  stakeholders.  After  identifying  the  issues,  Advanta   was  able  to  come  up  with  a  three-­‐pronged  approach  to  address  them.       While  challenges  are  expected  during  the  execution  phase  of  a  project,  Advanta’s  ability   to  create  awareness  of  certain  topics  quickly  resulted  in  an  advantage  later  during  the   Figure  1  –  Project  Management’s  Triple  Constraint  with  time   impact  
  • 3. Strengthening  Project  Management  in  the  Public  Sector  –  Federal  Cabinet-­‐Level  Agency  –  Healthcare  Efficiency  Initiative   Copyright  2013  Advanta  Healthcare  Partners               3   project  execution  journey.  Our  approach  was:     • Project  Management  Discipline,  Timelines,  and  Scheduling:    Managing   Deployment  Milestones   OIT  management  of  milestones  such  as  release  package  review  (8  days),  user  testing   (15  total  days  with  no  errors),  and  release  board  review  was  not  as  effective  as   needed.  Executing  schedule  tasks  concurrently  instead  of  consecutively  along  with   effective  communication  with  executive  leadership  allowed  us  to  achieve  the   schedule  for  a  majority  of  the  milestones.   • Risk  Identification  and  Communication:  Keeping  Stakeholders  Informed   Without  roles  and  responsibilities  elaborately  defined,  major  milestones,  which  were   not  accurately  accounted  for  in  terms  of  task  duration,  and  some  minor  tasks,  were   inadvertently  left  out  until  just  weeks  prior  to  their  due  dates.  Weekly  risk  meetings   and  improved  status  reports  prevented  adding  additional  length  to  our  schedule  and   resulted  in  the  application  being  delivered  to  the  field  in  a  timely  manner.   • Get  Everyone  Involved:  Leadership  and  Sponsors   Some  projects  lacked  the  identification  of  a  single  point  of  accountability.  Project   progress  was  delayed  due  to  high-­‐priority  issues  not  being  resolved  quickly  and   expeditiously.    Advanta  was  able  to  assign  detailed  responsibilities  for  all  team   members;  however,  most  importantly,  responsibilities  were  assigned  to  leadership  at   the  project,  program,  and  sponsor  level.  Roles  were  outlined  via  the  project   management  plan  making  for  a  more  cohesive  team  approach  to  the  project.       The  Results     By  implementing  our  proven  approach  and  establishing  a  strong  communications  plan,   the  HCE  project  was  able  to  meet  its  strategic  Agency  goals.  Improved  reporting,  risk   tracking,  and  creation  of  small  sub-­‐teams  or  “pods”  addressed  critical  issues.  All  played  a   key  role  in  making  the  project  successful.  The  Advanta  team  leveraged  PMBOK   methodology  effectively  to  limit  scope  creep  and  deliver  the  project  in  the  required   timeframe  without  sacrificing  quality.  With  Advanta’s  experienced  large-­‐scale  project   management  support,  efficient  management  of  project  time  and  scope  provided  a  solid   base  for  performance  improvement.     Contact  Information   Holly  Honeycutt   Vice  President,  Federal  Practice   hhoneycutt@advantapartners.com   704.545.7489