D157 E-Portfolio: Leadership & Management CPE Record Template

D157 E-Portfolio: Leadership & Management CPE Record Template

Name

 Western Governors University

D157 Managing Resources in an Era of Disruption

Prof. Name

Date

Leadership and Management E-Portfolio Template

Instructions for Completion

To meet the requirements of this course, learners must compile a comprehensive Continuing Professional Education (CPE) Record. This record serves as an evidence-based portfolio demonstrating progressive learning, leadership development, and applied management competencies. Detailed expectations for each phase are outlined in the Assessment Task Overview, and all required artifacts must be consolidated within this e-portfolio.

Written components, such as reflections and summaries, may be entered directly into this template at each phase. Previously developed materials, including Word or PDF documents, may also be incorporated into the portfolio or submitted independently, provided they clearly align with the assessment criteria.

How do you insert content from an existing Word or PDF document?

To add content from an external document, place the cursor at the intended location within the template. Navigate to the “Insert” tab, select the drop-down arrow next to “Object,” and choose “Text from File.” After locating and selecting the desired file, double-click it to insert the content. This process can be repeated as needed to integrate multiple documents, ensuring all required materials are captured within the e-portfolio.

---

Phase 1 Deliverables

What are the deliverables required for Phase 1?

Phase 1 focuses on foundational project planning and early reflection. The required submissions collectively demonstrate organizational skills, role clarity, and initial professional insight. Deliverables for this phase include:

• A CPE schedule table outlining project tasks, estimated time commitments, and completion dates
• A completed RACI chart defining roles and responsibilities across the project team
• Three screenshots from the GoReact platform, including one video reflection and two peer responses
• A written reflection summarizing insights gained from the Phase 1 video discussion

These components establish a structured framework for the project and promote accountability from the outset.

---

Phase 2 Deliverables

What must be submitted during Phase 2?

Phase 2 emphasizes financial planning, budgeting, and deeper reflective practice. The required submissions build upon Phase 1 and introduce cost analysis and fiscal responsibility. Deliverables include:

• An updated CPE schedule table reflecting revised tasks and timelines
• A completed Personnel Cost Table estimating labor-related expenses
• A completed Pro Forma Operating Budget outlining total projected project costs
• Three GoReact screenshots (one video reflection and two peer responses)
• A written reflection analyzing insights from the Phase 2 video

Together, these deliverables demonstrate the learner’s ability to integrate leadership decision-making with financial stewardship.

---

Phase 1: CPE Schedule and Task Timeline

The CPE schedule provides a chronological overview of project activities across Phases 1 and 2, including estimated durations and actual completion dates. This timeline supports effective time management, progress tracking, and adherence to deadlines.

Task	Estimated Time	Anticipated Completion Date	Actual Completion Date
Phase 1
1a. CPE Table and Timeline	30 minutes	05/01/2025	05/01/2025
1b. RACI Chart Completion	2 hours	05/03/2025	05/03/2025
1c. GoReact Video Reflection	30 minutes	05/04/2025	05/03/2025
1d. GoReact Peer Responses	30 minutes	05/04/2025	05/03/2025
1e. Written Reflection	30 minutes	05/06/2025	05/03/2025
Phase 2
2a. Personnel Cost Table	2 hours	05/08/2025	05/03/2025
2b. Pro Forma Budget	3 hours	05/09/2025	05/03/2025
2c. GoReact Video Reflection	30 minutes	05/09/2025	05/03/2025
2d. GoReact Peer Responses	30 minutes	05/09/2025	05/03/2025
2e. Written Reflection	30 minutes	05/09/2025	05/03/2025

This structured timeline illustrates proactive planning and demonstrates the ability to complete tasks efficiently, often ahead of schedule.

---

Phase 1: RACI Chart

Who are the key project team members, and what are their responsibilities as per the RACI chart?

The RACI chart clarifies role expectations and decision-making authority for the Hospital Improvement Project (HIP). The acronym RACI represents Responsible, Accountable, Consulted, and Informed, and it is widely recognized as a best practice in project management for improving communication and reducing role ambiguity (Project Management Institute, 2021).

HIP Tasks and Deliverables	Project Manager	Director of Nursing	Nurse Educator	Clinical Resource Lead (CRL)	Clinical Nurse Specialist (CNS)
Define Project and Create Timeline	R, A, C	C	I	C	C
Create Education and Training Materials	R, A	C	R	I	C
Schedule Time for Rounding	R, A	I	I	I	I
Educate CRL Team	R	C	R, A	I	C
Review Documentation Compliance	R, A	I	I	I	I
Weekly Project Reminders	R, A	I	I	I	I
Collect Pre-Project RRT Data	R, A	C	I	I	I
Project Team Debrief	R, A	C	I	I	I

This matrix reinforces accountability, supports interprofessional collaboration, and aligns responsibilities with expertise.

---

Phase 1 Reflection Summary

What is the overall objective of the HIP project, and how were responsibilities allocated?

The primary objective of the Hospital Improvement Project is to enhance patient safety by implementing proactive rounding conducted by the Clinical Resource Lead team. Early identification of patient deterioration is expected to reduce rapid response activations and code blue events, thereby improving clinical outcomes and workflow efficiency.

The RACI chart played a critical role in assigning responsibilities. The Project Manager, who also functions as the Nurse Manager for the CRL team, maintains accountability for project coordination, scheduling, and oversight. The Nurse Educator is responsible for developing and delivering educational materials, while the Director of Nursing serves as the executive sponsor, ensuring alignment with organizational priorities. The Clinical Nurse Specialist contributes regulatory expertise and validates data accuracy.

This exercise also highlighted the benefit of integrating complementary project management tools, such as Gantt charts, to further enhance scheduling precision and resource utilization.

---

Phase 2: Personnel Cost Table

What are the personnel costs associated with this project?

The personnel cost analysis estimates labor expenses by calculating hourly rates derived from annual salaries and multiplying them by projected project hours. This approach provides a realistic financial snapshot of human resource investment.

Team Member	Number of Personnel	Estimated Annual Salary	Hourly Rate	Projected Hours	Individual Cost
Project Manager (Nurse Manager)	1	$131,500	$63.22	20	$1,264.40
Director of Nursing	1	$173,270	$82.34	5	$411.70
Nurse Educator	1	$119,000	$57.21	15	$858.15
Clinical Nurse Specialist	1	$111,354	$53.53	5	$267.65
Clinical Resource Lead RN	1	$102,801 (32 hrs/week)	$61.78	10	$617.80
Total Personnel Cost					$3,419.70

This table supports informed budgeting decisions and enhances transparency when presenting financial data to leadership.

---

Phase 2: Pro Forma Budget

What are the anticipated costs of the project beyond personnel expenses?

The pro forma budget aggregates personnel and non-personnel expenses to provide a comprehensive projection of total project costs.

Budget Category	Budget Item	Budget Amount	Comments
Personnel	Personnel Expenses	$3,419.70	Based on personnel cost table
Non-Personnel	Staff Education and Meetings	$2,700.00	Three one-hour meetings for 15 CRLs
Non-Personnel	Staff Advertising Materials	$100.00	Flyers and printing
Non-Personnel	Food and Refreshments	$500.00	Team meetings
Non-Personnel	Technology and Equipment Updates	$100.00	PowerPoint and EPIC updates
Total Project Budget		$6,819.70

This budget demonstrates fiscal responsibility and highlights that staff education represents the most significant non-personnel expense.

---

Phase 2 Reflection Summary

How did developing the personnel cost and budget tables contribute to project understanding?

Developing the personnel cost and pro forma budget tables provided valuable insight into the financial dimensions of the project. Using organization-specific salary data enhanced accuracy and credibility, which is essential when presenting financial plans to senior leadership.

Estimating labor hours posed challenges, particularly for salaried staff without designated project time. While necessary for transparency, this approach may reflect duplicated costs already embedded in operational budgets. Nonetheless, including these figures strengthens justification for resource allocation.

The pro forma budget clarified that educational activities constitute the largest discretionary expense, reinforcing the need for efficient, goal-driven meetings. Overall, the budgeting process reinforced the balance between clinical quality improvement and financial stewardship.

---

References

Healthcare Financial Management Association. (2020). Fundamentals of healthcare financial management (4th ed.). HFMA.

Project Management Institute. (2021). A guide to the project management body of knowledge (PMBOK® Guide) (7th ed.). Project Management Institute.

D157 E-Portfolio: Leadership and Management CPE Record Template.

Organizational salary data and internal clinical role benchmarks were referenced for personnel cost estimations.

The post D157 E-Portfolio: Leadership & Management CPE Record Template appeared first on NURSFPX.com.