The four principal components of a Transition Planning Project Plan are: 1) Task Identification and Schedule Development; 2) Transition Committee Deployment and Support; 3) Occupancy and Activation Planning; and 4) Move Planning. To initiate the development of the project plan, a core transition planning team comprised of internal and external stakeholders, collaborates to identify key milestones along the transition road map. Working backwards from Day 1 of operations, the transition team works collaboratively with the construction and project teams to determine how much lead time is necessary and appropriate for all major work activities. After establishing a first draft project schedule, the Transition Planning team populates the Project Plan with estimated start and end dates for each task, based on the identified duration.
Transition planning project plans may consist of well over 500 line-items so a clear and simple summary timeline is helpful. A one page, high-level overview of the project plan enables the planning team to maintain focus on key objectives, and the hospital leadership to have a reference document on “effective worrying”. By utilizing a four-month look-ahead column on the one page high-level overview plan, tasks that need to be accomplished during this period are emphasized. This solidifies the team’s understanding of which tasks should be prioritized and which items should not be “worried” about today. As part of this “effective worrying” concept, a list of tasks are identified to direct the organization toward specific elements of the project to work on and complete on a month-by-month basis.
– Lynn Aguilera, RN, MSNEd, Senior Project Manager and Director of Transition Planning, HTS, Inc, LAguilera@consulthts.com; Jeff Agner, MPHc., Senior Project Manager and Director of Transition Planning, HTS, Inc., JAgner@consulthts.com