Organising and Categorising Projects

With so much improvement work taking place across your organisation, or across the organisations you are working with, its crucial you can easily organise and categorise projects so they can be tracked and reported appropriately.

To help you with this we have listed out a few of the techniques you might want to adopt …

Using Groups to identify Directorates, Divisions, Departments

Groups can be used to help collate the people and improvement work taking place within a specific area of your organisation (e.g. a Directorate, Division, Department).

When a new project starts within a particular department, the relevant department Group can be added to the project. This will then give the organisation sight of which projects are taking place within each Department, how many there are and how they are progressing.

You can also add staff to their relevant department Group to make access to their department's projects easier, as well as providing the organisation/core QI team sight of how many people from each department are using Life QI.

The Group profile page (accessed in the Groups module) provides staff quick access to who is working in that group, what projects are taking place, as well as access to any group discussion threads.

In addition to the Group profile page you can setup Analytics for the Group to get key metrics and intelligence on improvement activity taking place within the Group on a dashboard. Read about creating an Analytics dashboard.

Find out how to setup a group here.

Using Groups to organise related projects from multiple organisations

Groups can also be collate related projects taking place as part of an initiative/collaborative, even if those projects span more than one organisation.

All the projects that are part of the initiative/collaborative can invite the Group to be a member of the project, doing so will provide the Group, and all its users sight of all the projects.

The Group profile page (accessed in the Groups module) provides staff quick access to who is working in that group, what projects are taking place, as well as access to any group discussion threads.

In addition to the Group profile page you can setup Analytics for the Group to get key metrics and intelligence on improvement activity taking place within the Group on a dashboard. Read about creating an Analytics dashboard.

Find out how to setup a group here.

Linking projects to organisation/group priorities

By listing your organisations priorities (i.e. strategic objectives) on your organisation's profile, and/or listing you department's priorities on the department's group profile, you can link projects to those priorities. The Analytics functionality can then be used to identify metrics like how many projects are linked to organisation/department priorities, and how many projects are linked to each priority.

Find out how to list your priorities on Life QI here.

Tag projects to help with searching

You can add tags (keywords) to projects, on the General page.

Adding tags to your project helps to categorise it so you and others can search for it. It also makes reporting on projects with specific tags possible.

Tags can then be used when searching the list of projects so you can identify, for example all the projects within your organisation with the tag 'sepsis'.

You can add the tags you are looking for when searching the projects list to the filters available at the top of the list. Read more about setting filters on lists here.

Project naming conventions

When rolling out Life QI in your organisation, or on your cross-organisation programme it is worth considering if you want to adopt a naming convention for your projects. This may be especially helpful if you have projects on different themes/workstreams taking place within a single department or as part of a multi-organisation programme. This will make searching for and identifying the projects easier.