The Integrator : A Change Management Framework for Achieving Agile IT Project Success book cover
1st Edition

The Integrator
A Change Management Framework for Achieving Agile IT Project Success





ISBN 9780367431655
Published March 25, 2022 by Productivity Press
268 Pages 15 B/W Illustrations

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Book Description

When a $145 million IT project failure pushes Los Angeles to the edge of financial meltdown, the County CEO asks Max McLellan, a harried IT project manager, aka The Integrator, for help. The County Board gives Max 30 days to identify the problem and find a solution. At first Max finds the usual missteps, but something bigger and darker beckons, an explosive source of project failure. He must do something different, rattling ghosts of previous County IT failures, uncloaking crookedness, and exposing truths that shatter careers.

With some people rooting for his failure, Max battles to fit all the pieces together with the County team, applying his proven framework to define the problem, plan a solution and execute it successfully.

It’s common knowledge that barely 50% of IT projects succeed, per a 2017 Project Management Institute report. Equally well-known, approximately 70% of large-scale change management initiatives fail according to a 2017 McKinsey & Co. report. Given the challenge to overcome these low success rates, The Integrator offers a proven narrative on the organizational change framework for achieving Agile IT project management success based on the author’s 45+ year client experiences and published research.

The Integrator defines change management as the single overarching methodology integrating Agile IT and project management. It does this because all projects are about change – significant organizational and personal change. The people involved – their participation in and understanding and support of these changes – ultimately determine IT projects success or failure. In fact, while all IT projects are about change, successful projects change human behavior.

The methodologies included in the framework, described in The Integrator, include:

• Change management as defined by AIM (Accelerating Implementation Methodology).

• Project management as defined by the Project Management Institute (PMI) Guide to the Project Management Body of Knowledge (PMBOK Guide) standard.

• IT management as derived from the Institute of Electrical Engineers (IEEE) Guide to the Software Engineering Body of Knowledge (SWEBOK) standard.

• Agile as defined by the Agile Alliance’s Agile Manifesto.

Written by a certified Project Management Professional and accredited change management practitioner, The Integrator chronicles the challenges involved in applying this framework in a real-world setting to achieve successful project implementation.

Table of Contents

FOREWORD

ABBREVIATIONS AND ACRONYMS

CHARACTERS

PREFACE

ACKNOWLEDGEMENTS

ABOUT THE AUTHOR

  1. FAILURE

Investigation

Surprise

Plan

  1. CHANGE
  2. DELTA Framework

    Change Management Methodology

    Project Management Methodology

    IT Management Methodology

    Agile Philosophy

    Reality

    Resilience

  3. STRATEGY
  4. Purpose

    Resources

    Storytelling

    Priorities

    Team Size

    Strategic Plan

  5. CLIMATE
  6. Structure

    Organization Stress

    Implementation History

    Target Readiness

    Agent Capacity

    Sponsorship

    Cultural Fit

    Reinforcement

    Communication

    Involvement

    Personal Beliefs

  7. OBJECTIVES
  8. Fear

    SMART Objectives

    Measurable

    Achievable

    Realistic

    Specific

    Time Bound

    Quantity

  9. SCOPE
  10. Definition

    Key Role Map

    Champions

    Agents

    Sponsors

    Targets

    Social Network Map

    Central Connectors

    Boundary Spanners

    Information Brokers

    Peripheral Specialists

    Integration

  11. GOVERNANCE
  12. DHS IT

    Project Organization

    Membership

    Director and Steering Committee

    Quality Manager and Project Director

    Health Technology Advisory Committee

    Project Management Team

    Scrum Team

    Change Management Team

    Workflow Analysis Team

    DELTA Team

    Reporting

    Communication

    Reinforcement

    Results-Based Management

    Training

    Support

  13. PHILOSOPHY
  14. Agile Mindset

    Agile Values and Principles

    Value 1 – Individuals and Interactions Over Processes and Tools

    Principle 5

    Principle 11

    Principle 12

    Value 2 – Working Software Over Comprehensive Documentation

    Principle 7

    Principle 9

    Principle 10

    Value 3 – Customer Collaboration Over Contract Negotiation

    Principle 4

    Principle 6

    Value 4 – Responding to Change Over Following a Plan

    Principle 1

    Principle 2

    Principle 3

    Principle 8

  15. PROCUREMENT
  16. Product Planning

    Training

  17. PLAN
  18. Scrum Assumptions

    Sprint Length

    Ideal Days

    Accountability

    Dependencies

    Spike

    Velocity

    Other Assumptions

    Workflows

    Chart Abstracts

    Clinical Documentation

    Uncertainty

    Scrum Planning

    Release Planning

    Sprint Planning

    Day Planning

  19. EXECUTION
  20. Sponsorship

    Scope

    Schedule

    Cost

    Resources

    Communication

    Risk

    Procurement

    Requirements

    Infrastructure

    Network

    Conversion

    Interfaces

    Workflow

    Security

    Testing

    Training

    Project Manager

  21. CUTOVER
  22. Cutover Plan

    Objective

    Readiness

    Approach

    Schedule

    Support

    Communication

    Monitoring and Controlling

    Pre-Live

    Go-Live

    Post-live

    Optimization

    Stabilization

    Competency

    Continuous Improvement

  23. CLOSING

Lessons Learned

Next

APPENDIX 1 - DELTA FRAMEWORK

Change Management

Accelerated Implementation Management Methodology

Road Map

Project Management

Project Management Body of Knowledge Guide Methodology

Process Groups

Knowledge Areas

IT Management

IEEE Software Body of Knowledge Methodology (Derived)

Knowledge Areas

Agile Philosophy

Values

Principles

APPENDIX 2 - ASSESSMENTS AND CHECKLISTS

Accelerated Implementation Management

Other

BIBLIOGRAPHY

INDEX

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Author(s)

Biography

Scott Coplan is a change and Agile IT project manager, advisor, educator, author and speaker. In 1991, he founded COPLAN AND COMPANY to help communities in need with IT project management.

With 45+ years of experience of advising top government leaders, Scott successfully manages IT projects that transform or radically change the way clients deliver services. For example, Scott oversaw the largest, successful enterprise system implementation including nine financial, administrative and clinical applications at three separate Los Angeles County, California hospitals in both in-patient and ambulatory settings.

Previously, Scott was a Clinical Assistant Professor teaching master’s degree students in project management for the University of Washington’s Schools of Public Health, Medicine, and Nursing. Scott was also an IT project manager at Deloitte (formerly Touche Ross) and Booz Allen and Hamilton. Scott holds an MPA from the University of Washington and a BA from Beloit College.

Scott is a Project Management Professional (PMP) and Accredited in Implementation Management Associates (IMA) change management methodology, Accelerating Implementation Methodology (AIM). Scott is a member of the Project Management Institute (PMI), Agile Alliance, Institute of Electrical and Electronic Engineers (IEEE) Computer Society and founding member of the Association of Change Management Professionals (ACMP). He is also a Fellow with the Healthcare Information and Management Systems Society (HIMSS).

Scott co-authored the book Project Management for Healthcare Information Technology, with David Masuda, M.D.(McGraw-Hill, 2011) currently used as a textbook supplement for university-level courses on project management throughout North America. Scott and David also co-authored several quarterly columns for the peer-reviewed Journal of Healthcare Information Management (JHIM).

Specialties: Leadership, change management, and Agile IT Project management for health care, justice, and administrative systems.