Integrated Portfolio Management Knowledge Check

Where are Service Delivery Area (SDA) Leads tracking all OI PHC Partnership projects/initiatives in this new process?

• Transformation Plans

• Teams Chats

• Service Delivery Area (SDA) Plans

• Powerpoint

What type of projects/initiatives should be tracked on the SDA Plans

• Transformation

• PHC Demands and Enhancements

• Optum Demands and Enhancements

• All of the Above

What key information is required to call out for a re-baseline request?

• Dependencies

• Counterpart Alignment

• Impact of the shifted date

• What led to the shift

• All of the Above

Which is NOT an example of a project phase to input on the SDA Plans?

• Ideation

• Planning

• Review

• Build

• Deployment

In the process, rebaseline requests should be reviewed with whom and where?

• Account Director (Jennifer Cichon) at Team Gathering

• Their family at dinner

• Client Leadership at Governance

• The Account Team at Cross Pillar

Which of the following is an example of success criteria that should be indicated for a project/initiative? (Select all that Apply)

• Revenue Lift

• The love of my family

• World Peace

• Patient Satisfaction

When should the status of a project/initiative be marked as Analysis?

• When it goes live

• If it is new

• When a risk is identified

• When reviewing at Cross Pillar

What triggers a risk requiring intervention (Red)? (Select all that Apply)

• Something needs to be addressed or escalated to mitigate risk.

• Issue(s) resulting in project schedule, scope and/or budget to be off track.

• A risk(s) identified which may delay or impact completion of the objectives.

• Action or escalation needed to mitigate issue and get project back on track.

Which of the following are examples of when the escalation path is triggered?

• Client Dissatisfaction

• System Outages

• Potentially missed deadlines for implementations/go-live

• External impacts to the organization

• All of the Above

Identify the correct escalation path below:

• Project Manager/Program Manager -> Individual Contributor -> Manager/Supervisor -> Director of Account Ops -> VP of Service Delivery Area -> CRE

• Individual Contributor

  -> Project Manager/ Program Manager -> Manager/Supervisor -> VP of Service Delivery Area -> CRE -> Director of Account Ops

• Director of Account Ops -> Client Executive

  -> Manager/Supervisor -> Individual Contributor -> CRE -> VP of Service Delivery Area

• Individual Contributor

  -> Manager/Supervisor -> Project Manager/Program Manger -> VP of Service Delivery Area

  -> Director of Account Ops -> CRE