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PROJECT MANAGEMENT FOR SOCIALWORKERSKarla Buru, MPH, MSWMary Lohman-Vargas, LMSW,MPH
WHAT IS A PROJECT?temporary endeavor with a beginning and endCreates a unique product, service, or resultAPMBOK Guide, 5th Edition
WHAT IS A PROGRAM?WICOtherRelated WorkNew NutritionModuleNew EBTsystem
PROJECT, OPERATIONS OR PROGRAM?
You're a school social worker and notice manychildren do not have a stable source of foodover the weekend. You decide to implement anew backpack feeding initiative.
You're a school social worker and haverecently moved to a new school. The schoolalready has a backpack feeding initiative inplace, and you must keep it going.
At the end of each month, you create a reportabout the backpack feeding initiative,including number of backpacks distributed,number of students served, and a budget-toactual expense report.
You are a social work supervisor for a stateagency. New state regulations now requireyour agency to track client interactions in anelectronic case management system. You mustcreate a plan to train all social workers on thenew system.
You are a social worker for a state agency.Every time you are assigned a new client, youmust create a profile for that client in the casemanagement system.
WHAT ARE YOUR PROJECTS?
EXAMPLE
PROJECT MANAGEMENTProject management is the discipline ofinitiating, planning, executing,controlling, and closing the work of a team to achieve specific goals and meetspecific success criteria.PMBOK Guide, 5th EditionImage Source: agement-phases/
PROJECT CONSTRAINTSScopeQualityBudgetSchedule
INITIATING
INITIATION
CHARTERSource: http://www.dexform.com
STAKEHOLDER IDENTIFICATIONWho is impacted by the project?Who has influence or power over the project?Who cares if the project is successful or unsuccessful?Who do you need to do the work?
STAKEHOLDER POWER/INTERESTFree Interactive M 07.htm#Interactive
PLANNING
GANTT CHARTExample created in Microsoft ProjectFree Template: -excel/
CRITICAL PATHThe sequence of activities thatrepresents the longest path througha project, which determines theshortest possible project duration.PMBOK Guide, 5th Editionhttp://timtyler.org/on the critical path/
CRITICAL PATH
EXECUTING
MANAGING TASKS & PEOPLEwww.trello.com
STAKEHOLDER MANAGEMENT
MANAGE STAKEHOLDER EXPECTATIONSStoplight Report ExampleGreen/CompleteYellow/Work in ProgressRed/Can’t Complete at this timeand this is whyIncluded requirements for newbornhome visits in RFP.Coordinating training schedules withother projects.Sharing demographic informationacross programs – HIPAA regulationsprohibit 14/June/Four Strategies to Improve Leader Rounding/
MONITORING &CONTROLLING
EHR - Electronic Health RecordSITREPEXAMPLEStatusProject Manager:Karla BuruOverallSponsor:Dr. PeakeScheduleReport Date:10/14/2016ScopeBudgetCurrentTrending Overall Progress SummaryConducted a needs assessment survey with staff from central office and all four regions. Fact-finding meetings had to be rescheduled due to Hurricane related closures and staff availability. Work isbeing completed on the RFP narrative and the Functional Requirements.FinancialBudgetedSpent 0 0Difference EndNeeds Assessment 8/30/2016 10/28/2016Requirements Development andRecommendationRFP Development andEvaluation Criteria 10/10/2016 11/30/2016 10/3/2016StartProposed /12/2017StartEndCommentsDelaysto HurricaneDelaysdueto HurricaneMatthew Matthewclosures andclosuresstaffresponsibilitieschanging.and changesin responsibilities.Escalated Issues / RisksIssueTypeCritical staff are unavailable to participate in Assigned ToKarla is working withCommunity Health Servicesto reschedule meetings andidentify other staff who canprovide expertise.KarlaLowUpcoming MeetingsKeyStatus / Mitigation PlanPurposeDateTimeLocation PMLT10/19/20168:30 - 9:00Conference Call On schedule / on budgetIssue/risk identified. Intermediate milestones or budget may be impacted to stay ontrack.Material issue/risk encountered. Intermediate milestones or budget will likely beimpacted to stay on track.Issue/risk encountered that has impacted overall project schedule, scope, or costs.Changes required.Category not applicable to current phase or projectProject not yet started / schedule or budget not yet developed
CHANGECONTROLhttp://www.dexform.com/
CLOSING
PROJECT CLOSUREProject SuccessesProject SetbacksLessons LearnedInformation Distribution & ArchiveClosure & Acceptance
LESSONS LEARNEDDescriptionTraining for End UsersExternal CommunicationImpactTraining was helpful, butconducted too far inadvance.Information gettingoverlooked because emailswere coming from multiplepeople within theorganization.RecommendationJust-in-time training; conductrefresher trainings ifschedule gets delayedEmails to external partnersonly sent from one emailaddress.
UPDATE ce-director-handbook
SOCIAL WORK COMPETENCIESSocial Work CompetencyIdentify as a professional social worker and conduct oneself accordingly.Apply social work ethical principles to guide professional practice.Apply critical thinking to inform and communicate professional judgements.Engage diversity and difference in practice.Advance human rights and social and economic justice.Engage in research-informed practice and practice-informed researchApply knowledge of human behavior and the social environment.Engage in policy practice to advance social and economic well-being and todeliver effective social work services.Respond to contexts that shape practice.Engage, assess, intervene, and evaluate with individuals, families, groups,organizations, and communities.Project Management Process GroupInitiatingPlanningExecutingMonitoring &ControllingClosing
QUESTIONS?Contact Us:Karla Buruburukh@dhec.sc.govMary Lohman-Vargaslohmanm@dhec.sc.gov
Needs Assessment 8/30/2016 10/28/2016 Requirements Development and Recommendation 10/10/2016 11/30/2016 10/10/2016 12/31/2016 RFP Development and Evaluation Criteria 10/3/2016 1/12/2017 10/3/2016 2/12/2017 Escalated Issues / Risks Type Impacts Severity Likelihood Assigned To Status / Mitig
