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Resources
☐ Little or no monies, supplies or change in resources
☐ Requires moderate resources
☐ Requires significant resources and/or additional FTEs
Multidisciplinary
☐ One (1) discipline involved/impacted
☐ Two (2) – Three (3) disciplines involved/impacted
☐ Four (4) or more disciplines involved/impacted
Complexity
☐ Little complexity
☐ Moderate complexity
☐ Very complex
Technology Involvement
☐ No technology changes
☐ IT consult needed
☐ IT resources assigned
Approvals
☐ None needed
☐ Approval by immediate
supervisor
☐ Executive-level approval
Potential Risk Level
☐ Minimal impact on
customer
☐ Moderate impact on
customer
☐ Significant impact on
customer
Staff Commitment
☐ Involvement of
2 3 people for
solution
☐ Small team needed
to generate solutions
☐ Requires large team of
multiple departments for
improvement
Communication & Education
☐ Simple communication
plan or unit-based education
only
☐ Moderate communication
plan; requires education
across departments
☐ Complex communication/
education plan with
various media
Metrics
☐ Requires at least a one-time
follow-up check
☐ Improvement will be
tracked
☐ Baseline and ongoing
tracking of data
If majority of checks lie in this area:
Final Decision
☐ No charter needed
☐ Complete a mini or basic charter
☐ Complete a full project charter
PROJECT CHARTER DECISION MATRIX EXERCISE
Justification for Matrix Selections
Resources:
Multidisciplinary:
Complexity:
Technology Involvement:
Approvals:
Potential Risk Levels:
Staff Commitment:
Communication & Education:
Metrics:
Final Decision:

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Resources☐ Little or no monies, supplies or change in resource.docx

  • 1. Resources ☐ Little or no monies, supplies or change in resources ☐ Requires moderate resources ☐ Requires significant resources and/or additional FTEs Multidisciplinary ☐ One (1) discipline involved/impacted ☐ Two (2) – Three (3) disciplines involved/impacted ☐ Four (4) or more disciplines involved/impacted Complexity ☐ Little complexity ☐ Moderate complexity ☐ Very complex Technology Involvement ☐ No technology changes ☐ IT consult needed ☐ IT resources assigned Approvals ☐ None needed ☐ Approval by immediate
  • 2. supervisor ☐ Executive-level approval Potential Risk Level ☐ Minimal impact on customer ☐ Moderate impact on customer ☐ Significant impact on customer Staff Commitment ☐ Involvement of 2 3 people for solution ☐ Small team needed to generate solutions ☐ Requires large team of multiple departments for improvement Communication & Education ☐ Simple communication plan or unit-based education only ☐ Moderate communication plan; requires education across departments ☐ Complex communication/ education plan with various media Metrics ☐ Requires at least a one-time
  • 3. follow-up check ☐ Improvement will be tracked ☐ Baseline and ongoing tracking of data If majority of checks lie in this area: Final Decision ☐ No charter needed ☐ Complete a mini or basic charter ☐ Complete a full project charter PROJECT CHARTER DECISION MATRIX EXERCISE Justification for Matrix Selections Resources: Multidisciplinary: Complexity: Technology Involvement: Approvals: Potential Risk Levels:
  • 4. Staff Commitment: Communication & Education: Metrics: Final Decision: