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Health Information System Project Management Toolkit

En francais

ABOUT THIS TOOLKIT

The Health Information Systems Project Management toolkit was created for new and mid-level project managers to support preparation, planning, design, development, implementation, and project closeout processes. Overall, this toolkit is meant to support an Agile project management approach meaning that HIS projects are planned, designed and developed in an iterative way in order to deliver a product based on the actual needs of the stakeholders and end users of the product. This template serves as a guide and should be tailored to your project and project needs. Throughout the toolkit you’ll find useful links for additional templates, guidance (“boilerplate”) language to help guide, along with checklists to help project managers think through critical elements of this stage.

Corporate author(s): PATH/ Technical Assistance Platform

Publication date: September 2025

Available materials

    1. 1. Preparation 592.3 KB DOCX

      This template helps outline the high-level project scope and begin getting preliminary governance, schedule, and compliance requirements outlined. It is intended to support the transition from a funded project proposal towards a Project Charter.
    2. 2. Project plan 526.3 KB DOCX

      This template helps project managers draw up a more detailed project plan (a charter) with sections on the requirements gathering process, project organization, implementation planning, policy compliance, risk mitigation, and evaluation strategy.
    3. 3. Design and development plan 1.1 MB DOCX

      This template guides project managers through more detailed project requirements, including software and hardware, and dives deeper into implementation planning, including training, policy compliance, security planning, and compliance testing. This document supports capturing the technical details of the project.
    4. 4. Testing and implementation plan 2.9 MB DOCX

      This template guides deeper testing and implementation activities based on the previous stages. It helps ensure that the project’s Health Information System meets requirements and needs, and supports detailed implementation planning.
    5. Tool Pack 1.4 MB XLSX
    6. Test case template 16.2 KB DOCX
    7. Quick start Mentimeter survey questions 17.6 KB DOCX
    8. Project Management Training 6 MB PPTX

      PowerPoint presentation