PROJECT MANAGEMENT IN ACTION
Project Leadership Roles at TriHealth
TriHealth is a company that manages several large hospitals and a variety of other health organizations, suchas physical fitness facilities and nursing services. Dueto the company
s increasing size and complexity, TriHealth leadership decided they needed to formally de-
fine roles of project executive sponsor, project leader,performance improvement consultant, core team member, and subject matter expert. These roles are shownbelow.
Project Executive Sponsor
Empower project leader with well-defined charter,which is the overarching guide
Clearly define expected outcomes Demonstrate commitment to and prioritization of
Define decision-making methods and responsibility sponsor/project leader/team
Partner with project leader to identify obstacles, barriers, and silos to overcome
Ensure Project Leader understands business contextfor organization
Ensure Project Leader develops overall project plan
Assist Project leader in developing vertical and horizontal communication plan
Demonstrate personal interest in project by investing time and energy needed
Secure necessary resources and organizational support Executing Stage
Communicate and manage organizational politics
Visibly empower and support Project Leader vertically and horizontally
Build relationships with key stakeholders
Actively listen to and promote team and project toStakeholders
Remove obstacles and ensure progress of project
Ensure goals are met and Stakeholders are satisfiedClosing Stage
Ensure closure; planned completion or termination
Ensure results and lessons learned are captured and
- Ensure assessment of related applications oropportunities
- Ensure any necessary next steps are assigned andresourced
- Recognize contributions and celebrate completion
Negotiate follow-up date(s) to assess project status
All of the roles listed are the ultimate responsibility of
the project leader. However, in the development of the
charter, the Sponsor and the Project Leader will have a
discussion about the Project Leader role. At that time,
the individuals will determine if the Project Leader
needs additional assistance or skills to facilitate the
project success and which of these responsibilities
need to be delegated to others with expertise in those
- Collaborates with Sponsor to clarify expectations.
- Provides direction to the team with integrity, leader-
ship, and communication skills.
- Facilitates productive meetings and supports the
- Prepares the high-level work plan and timeline.
- Champions the project on the management level
and with the staff.
- Leads the implementation of the project.
- Manages project flow, including agenda setting,
meeting documentation, and coordination of team
- Develops implementation, education, and commu-
nication plans for the project.
- Responsible for the team and project progress and
proactively intervenes to promote team and project
- Identifies, communicates, and facilitates the re-
moval of barriers to enable successful project
Supports the team with tools and methodologies toaccomplish goals.
- Facilitates collection and analysis of data.
- Leads the team in developing a plan to sustain the
change and monitor effectiveness.
- Leads team in developing recommended next steps.
- Closes project with Sponsor and assure lessons
learned are captured.
- Establish with Sponsor the dates for post-project
check-up and overall measurable effectiveness of
Performance Improvement Consultant
If the Sponsor and the Project Leader determine additional
support/expertise is needed, a Performance Improvement
Consultant can provide the following
- Provides direction to the Project Leader in establish-
ing targets and a measurement and monitoring
- Mentors the Project Leader on leading the team
through the project management process.
- Collaborates with the Project Leader to prepare a
work plan and timeline for the project.
- Proactively intervenes to promote team and project
success based on teamwork and interactions.
- Assists the Project Leader in identifying, communicating,
and removing barriers to enable successfulproject completion.
- Assists in the researching of research, best practices, and benchmarking.
- Coaches the Project Leader on the development and
implementation of a comprehensive communication, education, and
change management plan.
- Provides the Project Leader support in assuring regularcommunication
- Offers expertise to the team with tools and methodologies to accomplish goals.
- Collaborates with the Project Leader on the collection and analysis of data.
- Assures a system-wide perspective is consideredand downstream effects analyzed.
- Provides change management education and as-
sists the Project Leader in developing key strategies
for successful change management
- Provides coaching to the Project Leader on key strat-
egies for successful planning, implementation, and
sustainability of the project.
Core Team Member
- Takes responsibility for the success of the team.
- Attends meetings for duration of the project.
- Actively participates in team meetings.
- Understands the entire range of the project.
- Actively participates in the decision-making process.
- Supports the team’s decisions
- Completes outside assignments.
- Carries out many of the project activities; produces
deliverables on time.
- Provides testing or validation of decisions being
made by the team.
- Provides data collection and reporting.
- Participates in the communication, education, im-
plementation, and evaluation of the project.
- Gathers input from the areas they represent, if
- Shares team decisions and plans throughout the
- May work directly with Stakeholders or Subject Mat-
Subject Matter Expert
- Not a core team member of the team.
- Participates in demonstrations/presentations and/or
team meetings, as needed.
- Carries out project activities as assigned; produces
- Responsible for supplying requirements.
- Provides input to the team or complete activities
based on a specific expertise he or she possesses
that is essential to the project.