D157 E-Portfolio: Leadership & Management CPE Record Template

D157 E-Portfolio: Leadership & Management CPE Record Template

Student 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 successfully complete this course, you are required to compile a Continuing Professional Education (CPE) Record. Detailed instructions for each phase’s deliverables are available in the Assessment Task Overview. It is essential to consolidate all deliverables within this e-portfolio for comprehensive review.

You may either enter written submissions such as reflections directly into this template or upload previously prepared documents (e.g., Word, PDF) into the template or submit them separately for evaluation.

How can content from existing Word or PDF documents be incorporated?

To insert content from an external document, place the cursor at the desired location within the e-portfolio template. Navigate to the ‘Insert’ tab, click the arrow next to ‘Object,’ and select ‘Text from File.’ Choose the document you want to include, and double-click it to insert the content. This method can be repeated to add multiple documents as needed.

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Phase 1 Deliverables

What are the required submissions for Phase 1?

Phase 1 focuses on foundational project planning and reflective practice. The required deliverables include:

• A CPE schedule table detailing tasks and timelines.

• A completed RACI chart that designates roles and responsibilities among the project team.

• Three screenshots capturing the GoReact video reflection: one showing the reflection itself and two showing peer responses.

• A written summary reflecting on insights gained from the Phase 1 video reflection.

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Phase 2 Deliverables

What are the key submissions for Phase 2?

Phase 2 emphasizes financial planning and continued reflection, requiring the following:

• An updated CPE schedule table with detailed tasks and timeline.

• A Personnel Cost Table template estimating labor costs for involved staff.

• A Pro Forma Operating Budget template outlining total project costs.

• Three screenshots documenting the GoReact video reflection and peer responses.

• A written reflection summarizing learning from the Phase 2 video.

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Phase 1 and 2: CPE Schedule and Task Timeline

To monitor progress and ensure adherence to deadlines, the following timeline summarizes estimated and actual completion dates for tasks across both phases:

Task	Estimated Time	Anticipated Completion Date	Actual Completion Date
Phase 1
1a. CPE Table/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 supports efficient project management and helps maintain consistent momentum.

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Phase 1: RACI Chart

Who are the key project team members, and what roles do they play according to the RACI chart?

The RACI chart delineates roles and responsibilities across crucial project tasks, involving five primary roles: Project Manager, Director of Nursing, Nurse Educator, Clinical Resource Lead (CRL), and Clinical Nurse Specialist (CNS). The RACI acronym stands for:

• Responsible (R): The person(s) who perform the work.

• Accountable (A): The individual ultimately answerable for task completion.

• Consulted (C): Those whose opinions are sought.

• Informed (I): Individuals kept updated on progress or outcomes.

The following table summarizes task assignments:

HIP Tasks/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/Training Materials	R, A	C	R	I	C
Build Time in PM Schedule for Rounding	R, A	I	I	I	I
Educate the CRL Team on Project	R	C	R, A	I	C
Review Compliance with Documentation	R, A	I	I	I	I
Weekly Reminders on Project Goal	R, A	I	I	I	I
Gather Data on Pre-project RRT Data	R, A	C	I	I	I
Project Team Debrief	R, A	C	I	I	I

This matrix facilitates clear accountability, fosters collaboration, and enhances project execution efficiency (Project Management Institute, 2021).

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Phase 1 Reflection Summary

What is the HIP project’s main objective, and how are responsibilities distributed?

The Hospital Improvement Project (HIP) is designed to enhance patient outcomes through proactive rounding conducted by the Clinical Resource Lead (CRL) team. This proactive approach aims to identify patients at risk of deterioration earlier, ultimately reducing rapid response team (RRT) calls and code blue events.

The RACI chart clarified that the Project Manager, who doubles as the nurse manager for the CRL team, is accountable for overall project leadership, scheduling, and rounding activities. The Nurse Educator is responsible for creating education and training materials, while the Director of Nursing oversees the project as the sponsor and liaises with senior leadership. The Clinical Nurse Specialist provides clinical expertise, ensuring compliance with regulatory standards and the integrity of collected data.

Additionally, the chart highlights the benefit of using complementary project management tools like the Gantt chart to improve task scheduling and resource allocation.

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Phase 2: Personnel Cost Table

What are the estimated personnel costs for the HIP project?

The personnel cost table estimates labor expenses based on salary data and projected hours each team member dedicates to the project. Below is the summary of estimated costs:

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 hr/week)	$61.78	10	$617.80
Total Cost					$3,419.70

This detailed breakdown aids in developing an accurate and realistic budget for labor costs within the project.

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Phase 2: Pro Forma Budget

What additional costs beyond personnel expenses are expected in the project budget?

The pro forma budget presents a holistic view of the project’s financial requirements, incorporating personnel and other necessary expenses:

Budget Category	Budget Item	Budget Amount	Comments
Personnel	Personnel Expenses	$3,419.70	Based on personnel cost table
Non-Personnel	Education/Meetings to Staff	$2,700.00	Three one-hour meetings for 15 CRLs
Non-Personnel	Advertisement to Staff	$100.00	Flyers and printing costs
Non-Personnel	Food/Snack for Team Meetings	$500.00	Refreshments provided during meetings
Non-Personnel	Equipment/Technology Updates	$100.00	Updates for PowerPoint and EPIC systems
Total Budget		$6,819.70

Although personnel costs are significant, much of this labor is salaried and accounted for, allowing the project to remain cost-effective overall.

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Phase 2 Reflection Summary

How did completing the personnel cost and budget tables enhance project understanding?

Developing both the personnel cost table and the pro forma budget significantly enhanced comprehension of the project’s financial scope. Using actual organizational salary data improved the accuracy of labor cost estimates, which is critical when presenting budgets to financial overseers such as the Director of Nursing.

Estimating project hours posed challenges, especially for staff working regular shifts without dedicated project time. Including these personnel was necessary for a realistic picture, but it raises concerns about potential salary duplication since their wages are already budgeted in other contexts.

The detailed pro forma budget highlights that staff education and training represent the largest non-personnel expense, underscoring the importance of focused and efficient meetings to maximize resource use while adhering to budget limits. Overall, this budgeting process ensures a balance between thorough preparation and financial responsibility.

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References

Project Management Institute. (2021). A Guide to the Project Management Body of Knowledge (PMBOK® Guide) (7th ed.). Project Management Institute.

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

D157 E-Portfolio: Leadership & Management CPE Record Template

D157 E-Portfolio: Leadership & Management CPE Record Template. Organizational salary data and clinical role averages were referenced internally for personnel cost estimates.