Project Management Guidance - October 2018 - A Guide to Developing Your Project Ideas

Sep 12, 2026

Project management guidance package released in October 2018, describing the Trust’s process and templates for developing, assessing, approving, delivering, and evaluating projects of different sizes. It outlines how to engage relevant teams and complete required documents including a Project Initiation Document (PID), Quality & Equality Impact Assessment (QEIA), Data Protection Impact Assessment (DPIA), a Project Delivery Plan, and a Projects Risk Register. It also supports bid management and benefits realisation, including end-project lessons learned and evaluation.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages13

Reading Time5 min

AccessFree to download

Project Management Guidance

A guide to developing your project ideas

Project management checklist

Project management process

Project Initiation Document (PID)

# Project Management # GUIDANCE OCTOBER 2018 | A GUIDE TO DEVELOPING YOUR PROJECT IDEAS

This pack has been produced to provide details of the Trust’s process and templates that are in place forthedevelopment and delivery of projects.
The size and scale of the project will determine the level of detail required however the templates provide auseful structure for consideration when developing ideas of any size. The Strategy Team can provide adviceon which elements are required foryour individual project.
This pack includes a copy of the following templates:
􀁸 Project Initiation Document (PID)
􀁸 Quality & Equality Impact Assessment (QEIA)
􀁸 Project Delivery Plan
􀁸 Projects Risks Register
In addition to the above the following templates are also available to support impact assessments:
􀁸 Considering Data Protection – Data Protection Impact Assessment (DPIA)
These templates and process canalso be used to support bid management when weare bidding for servicesthrough a formal procurement process. .
This Guidance and all the template documents that you will need to complete can be found on the TrustWebsite , as follows :
Trust Website → Staff Zone →Strategy → Transformation & Project Management (under“Useful documents”) or use this linkwww.shropscommunityhealth.nhs.uk/transformation

Further information and guidance can be obtained from the Strategy Team :
Mark Onions, Business Development Managermark.onions@nhs.net 01743 277500 - ext 4030
Lucy Wilkinson, Project Support Managerlucy.wilkinson3@nhs.net 01743 277500 - ext 4017
Tracy Jenkins, Project Support Managertracy.jenkins1@nhs.net 01743277500 - ext 4018 | | --- | | | 􀂆􀂆 􀂆 􀂆 􀂆 􀂆 􀂆 􀂆 􀂆 # PROJECT MANAGEMENT CHECKLIST Discuss your idea with your Line Manager and, if they support the proposal, submit your idea to theService Delivery Group Management Team orthe relevant Corporate Team Director for approval. If the idea is approved, complete your Project Initiation Document (PID) - ask the Strategy Team foradvice. (PID template available on Trust Website) . Involve corporate teams such as Quality, Finance, Training, Organisational Development, HumanResources, Information, Information Governance, Information Technology, Communications, Estates,Records Management. They will be able to help and support you during the process. If required complete your Quality and Equality Impact Assessment (QEIA) - ask the Quality Team foradvice on the process. The outcome of the assessment should be communicated to the Strategy Teamfor recording. (QEIA template available on Trust Website) . If required complete a Data Protection Impact Assessment (DPIA) - ask the Information GovernanceManager for advice on completing the checklist and, if required, the assessment. Record outcome onPID. (DPIA template available on Trust Website) . Submit your PIDtothe Strategy Team for onwards submission to the Benefits Realisation Group (BRG) .The Strategy Team will advise you of dates and requirements forthe meeting. You will need to attend topresent your project. Following approval from the Benefits Realisation Group: Complete the Project Delivery Plan template to describe the actions required to delivery your project.This document will also provide the structure to report progress against the agreed Milestones. (Planavailable on Trust Website) . Complete the Project Risk Register template using the Trust’s Risk Matrix. A copy of this is included inthe guidance document. Itis important to regularly review the risks associated with your project. (Register available on Trust Website) . Once the project has finished complete the End Project Benefits Realisation template - record lessonslearnt and evaluate the process (Template available on Trust Website) . This evaluation is thenpresented to the Benefits Realisation Group to support future learning. # PROJECT MANAGEMENT PROCESS Stage Tem

FAQs

What is the purpose of the project management guidance package released in October 2018?

It provides the Trust’s process and template set to support the development and delivery of projects, using a structured approach scaled to project size.

Which key templates are included for project initiation, approval, delivery, and risk management?

The pack includes a Project Initiation Document (PID), Quality & Equality Impact Assessment (QEIA), Project Delivery Plan, and Projects Risks Register.

How do benefits realisation and end-of-project learning fit into the process?

After approval, progress is monitored using reporting structures; once the project finishes, the End Project Benefits Realisation template records lessons learnt and supports future learning through the Benefits Realisation Group.

Sep 12, 2026

Uploaded by Emma Wilson