The document outlines key factors for successfully implementing a practice auditing and population health project, including appointing a steering group and project manager, developing a project brief and approach, assessing practice and organizational capacity, training staff, facilitating the project, and ongoing monitoring and follow up. It discusses prioritizing activities, setting targets, and managing the project through its initiation, planning, execution, monitoring and closure.

1. Key factors for a successful
rollout and implementation of a
practice auditing and population
health project.
Kate Bukowski
Population Health Project Manager

2. What I’ve been asked to present
on (and what I’ll try to stick to)
• Prioritisation
• Setting project targets
• Training
• Facilitation
• Follow up and monitoring

3. ...so does yacht racing

4. Starting up and scoping the project
• Appointing a Steering Group & Project Manager
• Project brief
• Defining project approach.
Dr Info project activities:
• Consultation
• Practice capacity and resources
• PHO ‘back office’ capacity and resources
• Planning.

5. A Settings Approach (Dooris 2004)

6. Roles and Responsibilities
• The Project Board/steering
group
• Executive
• Senior user
• Senior supplier
• Project manager
• Team manager
• Project assurance
• Change authority
• Project support

7. Directing a Project

8. Initiating a Project
Project Initiation Document
• For Steering Group/ Board to sign off
• Plans quality, the business case, risk
management.
• Stage plans
 Have a timeline, goals and objective that
are realistic for the organisation
 Clearly communicate project aims &
processes through the project brief

9. Controlling a Stage
• Work packages
• Assessing progress
• Taking corrective
action
• Escalating issues
• Receiving
completed work
packages

10. Managing Product Delivery

11. Managing by exception

12. Managing a Stage Boundary

13. Closing a Project

14. Summary of key factors for
successful projects
1. Consultation
2. Organisation and planning
3. Regular reviews
4. Deadlines and timeframes
5. Refocus and regroup if necessary
6. Evaluate and share your learning.