Discover public health project management tools, templates, and videos

Build your project management foundation


Five Essential Questions for Project Planning

If you’re new to project planning and unsure where to start, this is the video for you!  It goes over the five essential questions you need to ask to make sure your project plan covers all the major bases.

Timestamps

  • Question #1: What is the Scope of this project?

  • Question #2: When does your project need to be done? - 1:24

  • Question #3: What activities need to be accomplished, and when? - 2:08

  • Question #4: How will you keep track of outputs and progress? - 4:04

  • Question #5: How can we improve this process for the next project? - 5:37

Six Useful Tools for Project Management

This training comprises an overview of common project management tools and discusses the pros, cons, and best use cases for each.

Timestamps

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Project Charter Templates

Get aligned on the purpose and deliverables for your public health initiative and secure early commitment from key stakeholders.


Epic Project Charter Template from the U.S. Department of Health and Human Services (HHS)

This project charter template contains detailed instructions on how to complete each section.

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Project Charter Template from Minnesota Dept. of Health

Designed specifically for use by health departments, this shorter, streamlined project charter template makes development a snap!

Note: You can learn more about the function and purpose of Project Charters in this video clip: “Six Useful Tools for Project Management”.

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Dive deeper into project management and refine your process


Twelve Project Management Pitfalls to Avoid

This video explores a wide variety of common project management pitfalls that can arise as projects progress and discusses how they can be avoided or minimized.

How to Maximize Planning Meetings

In this video, Shaena Rouse describes different elements of her own internal planning meetings that ensure everybody is on the same page, work keeps moving forward, and nothing falls through the cracks.

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Expand your project management toolbox


Community Health Improvement Plan (CHIP) Development Tool

This tool breaks down the Community Health Improvement Plan creation process into straightforward steps. Each tab represents a required element, so once the user has filled in each tab, they should have everything they need to move forward.

Notes:

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Risk Management Plan Template from the U.S. Department of Health and Human Services (HHS)

This multi-page template will help users do all the relevant planning and assessment and walks them through all the identified risks and plans associated with each.

Note: You can learn more about the function and purpose of Risk Management Plans in this video clip: “Six Useful Tools for Project Management”.

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Grant Application Steps and Sample Checklist

If you’re processing your first grant application, this handy list of typical grant application steps will give you a good idea of what elements are involved, and how to plan your work to ensure you hit your deadline.

The Sample Requirement Checklist tab also shows common documentation you might be asked to compile as part of your grant application.

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Responsible, Accountable, Consulted, Informed (RACI) Chart Article from Smartsheet.com

This article has everything you need to know to build a RACI chart, complete with helpful tips and free downloadable sample charts.

Note: You can learn more about the function and purpose of RACI Charts in this video clip: “Six Useful Tools for Project Management”.

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Become an expert at building Gantt charts


Tutorial: How to Build a Gantt Chart in Excel

Take the mystery out of Excel chart building with this straightforward tutorial that explains what raw data is needed, and how to turn that raw data into a helpful waterfall Gantt chart.

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Step-by-step guides to help you build Gantt charts


Instructions: Lesson 1 - How to Build a Gantt Chart in Excel

With clear text and plenty of screenshots, these written instructions will walk you through the process of using Excel Chart tools to turn your proposed timeline into a Gantt (Stacked Bar) chart – one that will automatically update to reflect changes in your schedule in real time.

Download the raw data and written instructions so you can practice at home.

Note: There’s a video walkthrough of this content as well: “Gantt Chart Video Walkthrough”.

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Instructions: Lesson 2 – Color Coding Your Gantt Chart

These written instructions take your Gantt chart skills one step further. Learn how to color-code your chart by category or assignee, so you can easily see which portion of the chart applies to which category.

Download the raw data and written instructions so you can practice at home.

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