Project Charter Decision Matrix Exercise This Exercise Is Based Upon The TriHealth Matrix Provided On Page 64 Of The Kloppenborg Text.
| 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: