Informatics for the Clinical Laboratory

Copyright Page......Page 5
About the Author......Page 6
Credits......Page 8
Contents at a Glance......Page 10
Contents......Page 12
Innovation in project management......Page 20
Innovation in information development......Page 21
Innovation in technology......Page 22
Innovation in portfolio management......Page 23
Reading this book......Page 24
Acknowledgments......Page 26
Part 1  The Framework......Page 27
An Introduction to InformationDevelopment Management......Page 30
Best Practice—Understanding your many roles as aninformation-development manager......Page 32
Best Practice—Recognizing the need to build a matureorganization......Page 38
Best Practice—Developing aninformation-management strategy......Page 40
Best Practice—Ensuring that your projectsare managed efficiently and effectively......Page 45
Summary......Page 54
The Information Process Maturity Model......Page 56
What is the IPMM?......Page 57
How did it get started?......Page 58
What are the five levels?......Page 59
Level 0: Oblivious......Page 63
Level 1: Ad hoc......Page 65
Level 2: Rudimentary......Page 68
Level 3: Organized and repeatable......Page 70
Level 4: Managed and sustainable......Page 73
Level 5: Optimizing......Page 75
Offshore information development......Page 78
Key Characteristics of the IPMM......Page 79
Best Practice—Organizational structure......Page 80
Best Practice—Information planning......Page 86
Best Practice—Estimating and scheduling......Page 87
Best Practice—Quality assurance......Page 89
Best Practice—Hiring and training......Page 92
Best Practice—Information design......Page 94
Best Practice—Cost control......Page 98
Best Practice—Quality management......Page 99
New Characteristics of the IPMM......Page 102
Collaboration......Page 103
Change management......Page 104
Summary......Page 105
Part 2  Portfolio Management......Page 107
Introduction to Portfolio Management......Page 110
Why Portfolio Management Is Critical......Page 111
Barriers to portfolio management......Page 112
Best Practice—Creating and managing your project portfolio......Page 114
Best Practice—The Balanced Scorecard: Translating strategy into action......Page 120
Summary......Page 129
Managing an InformationDevelopment Budget......Page 132
Best Practices in Budget Management......Page 134
Best Practice—Understanding your operating costs......Page 135
Best Practice—Managing your operating budget......Page 137
Summary......Page 144
Understanding the Technology Adoption Life Cycle......Page 148
Best Practice—Positioning information development to match the needs of the technology adoption life cycle......Page 150
Best Practice—Funding information development for the majority market......Page 156
Summary......Page 158
Developing Relationships with Customers and Stakeholders......Page 162
Best Practices in Customer and Stakeholder Relationships......Page 164
Best Practice—Establishing a customer partnership......Page 165
Best Practice—Analyzing internal stakeholders......Page 174
Best Practice—Establishing stakeholder partnerships......Page 176
Summary......Page 179
Developing User Scenarios......Page 182
Best Practices in Developing User Scenarios......Page 184
Best Practice—Cataloging user roles and their information needs......Page 185
Best Practice—Understanding the users’ information agendas......Page 190
Best Practice—Using user scenarios to develop your Information Model......Page 193
Best Practice—Communicating user profiles and scenarios to team members......Page 203
Summary......Page 204
Optimizing Your Organization’s Efficiency and Effectiveness......Page 208
Best Practice—Defining your goals for efficient and effective performance......Page 210
Best Practice—Analyzing your processes with respect to your goals......Page 213
Best Practice—Investigating industry best practices (IPMM)......Page 214
Best Practice—Developing methods for measuring efficiency and effectiveness......Page 216
Best Practice—Improving processes and measuring results......Page 219
Best Practice—Techniques for measuring effectiveness......Page 222
Summary......Page 224
Supporting Process Improvements with Effective Tools......Page 228
Best Practices in Implementing Effective Tools for Process Improvement......Page 231
Best Practice—Developing a tools strategy......Page 232
Best Practice—Developing requirements for tools......Page 235
Best Practice—Researching and selecting vendors and tools......Page 238
Best Practice—Introducing and managing tools......Page 242
Best Practice—Developing a tools strategy for a global organization......Page 243
Summary......Page 244
Developing Effective Teams......Page 248
Best Practices in Developing Effective Teams......Page 249
Best Practice—Developing collaborative teams......Page 250
Best Practice—Defining new roles and responsibilities......Page 254
Best Practice–Managing the managers......Page 257
Best Practice—Working with remote team members......Page 260
Best Practice—Working with global teams......Page 265
Best Practice–Outsourcing and offshoring......Page 270
Summary......Page 273
Managing Your Team Resources......Page 276
Managing Information Developers......Page 277
Best Practices in Managing People Resources......Page 278
Best Practice—Developing a hiring strategy......Page 279
Best Practice—Investing in professional development......Page 282
Best Practice—Developing individual strengths......Page 284
Best Practice—Managing by objectives......Page 287
Best Practice—Delivering difficult messages......Page 291
Best Practice—Measuring productivity......Page 294
Summary......Page 300
Developing as an Effective Leader......Page 302
Best Practice—Developing your leadership style......Page 303
Best Practice—Shackleton on leadership......Page 305
Summary......Page 311
Promoting Innovation in Information Development......Page 314
Best Practices in Promoting Innovation in Information Development......Page 315
Best Practice—Overcoming obstacles to change......Page 316
Best Practice—Understanding disruptive innovations......Page 323
Best Practice—Focusing on customer-centered innovations......Page 326
Best Practice–Instituting operational innovations......Page 330
Best Practice—Benchmarking with competitors and best-in-class colleagues......Page 333
Summary......Page 335
Part 3  Project Management......Page 337
An Introduction to Project Management......Page 340
The Purpose of InformationDevelopment Project Management......Page 342
The Information–Development Life Cycle......Page 343
Information Planning......Page 344
Information Design......Page 345
Information Development......Page 346
Production......Page 347
Evaluation......Page 349
Your Role as an InformationDevelopment Project Manager......Page 350
Characteristics of a successful project manager......Page 353
Summary......Page 354
Starting Your Project......Page 358
Unknown......Page 0
Why you shouldn’t confuse writing the plan with real planning......Page 359
Why bother to plan?......Page 360
Best Practices in Project Planning......Page 361
Best Practice—Understanding the project starting point......Page 362
Best Practice—Characterizing the project environment......Page 364
Best Practice—Identifying project goals......Page 369
Best Practice—Analyzing project scope......Page 370
Best Practice—Identifying project stakeholders......Page 371
Best Practice—Developing a communication plan......Page 373
Best Practice—Understanding the project schedule......Page 374
Best Practice—Identifying the project risks......Page 375
Summary......Page 376
Planning Your Information Development Project......Page 380
[Name of your project] Project Plan......Page 382
Project Overview......Page 383
Information Development......Page 384
Best Practice—Envisioning the information-development project......Page 387
Best Practice—Defining the project details......Page 395
Best Practice—Defining the roles and responsibilities of the team......Page 403
Best Practice—Calculating project risks and dependencies......Page 406
Best Practice—Estimating the project resource requirements......Page 414
Summary......Page 419
Implementing a Topic Architecture......Page 422
Best Practices in Implementing a Topic Architecture......Page 423
Best Practice—Developing content plans for each project deliverable......Page 424
Best Practice—Mapping hierarchies and creating related-topic links......Page 437
Best Practice—Developing indexes and assigning metadata......Page 440
Summary......Page 442
Keeping Your Project on Track......Page 446
The Role of the Project Manager during the Design and Development Phases of the Project......Page 448
Best Practice—Developing a resource-tracking spreadsheet......Page 449
Best Practice—Moving from tracking deliverables to tracking topics......Page 457
Best Practice—Ensuring adequate resources are assigned to your project......Page 467
Best Practice—Developing topic milestones......Page 475
Best Practice—Reporting progress......Page 483
Summary......Page 486
Managing as the Project Changes......Page 490
Best Practice—Managing the team......Page 491
Best Practice—Tracking change......Page 495
Best Practice—Responding to change......Page 497
Best Practice—Initiating change......Page 506
Best Practice—Analyzing ongoing project risk......Page 508
Best Practice—Communicating about project change......Page 513
Summary......Page 515
Managing in a Collaborative Environment......Page 518
Best Practices in Managing Collaboration......Page 519
Making a business case for collaboration......Page 521
Best Practice—Creating a collaborative environment......Page 523
Best Practice–Recognizing that collaborations may fail......Page 533
Summary......Page 534
Managing Quality Assurance......Page 538
Best Practices in Assuring Quality......Page 539
Best Practice—Assuring quality throughout the information-development life cycle......Page 540
Best Practice—Facilitating expert reviews......Page 544
Best Practice—Conducting structure reviews......Page 547
Best Practice—Establishing developmental editing......Page 549
Best Practice—Validating content accuracy......Page 550
Best Practice—Obtaining customer feedback......Page 552
Best Practice—Scheduling copyediting......Page 555
Summary......Page 557
Managing Localization and Translation......Page 560
Best Practice—Including localization and translation requirements in the project plan......Page 561
Best Practice—Supporting localization and translation with content management and workflow......Page 565
Best Practice—Preparing your content for localization and translation......Page 567
Best Practice—Selecting and working with a localization service provider......Page 571
Summary......Page 575
Managing Production and Delivery......Page 578
Best Practice—Planning for production and delivery......Page 580
Best Practice—Preprocessing final deliverables......Page 586
Best Practice—Performing production edits......Page 588
Best Practice—Handing off final deliverables......Page 596
Best Practice—Working with vendors......Page 597
Summary......Page 600
Evaluating the Project......Page 602
Best Practice—Reviewing project data......Page 603
Project Summary......Page 608
What we learned from this project......Page 609
Best Practice—Conducting a “lessons learned” review......Page 610
Best Practice—Evaluating the team......Page 613
Best Practice—Collecting customer feedback......Page 614
Summary......Page 617
Bibliography......Page 618
Index......Page 622