Nhs Risk Assessment Template: Fill & Download for Free

In one of our latest blog articles, we published 50+ free project management templates. Here are some suggestions:1. Project CharterThe foundation of all project management documentation lies in the project charter, a document that clearly defines the purpose and objectives of the project, the project’s scope, roles and responsibilities of all stakeholders, and other vital elements. A well established and comprehensive project charter will ensure that no high-level questions are left unanswered.The project charter serves as the reference document during the duration of the project management process so that all those involved can access critical pieces of information necessary for keeping the project on track, such as project constraints, authorities, high-level budget figures, risks, and justifications for undertaking the project in the first place.PROJECT CHARTER TEMPLATESProject Charter Template by FilestageThis free project charter template from Filestage keeps all the essential information in one simply stated spreadsheet. Sections include General Project Information, Roles And Responsibilities, Project Outcomes/Constraints/Risks/Contingency Plans, Schedule of Deliverables, Project Methodologies and Resources, and contact Information For All Parties Involved. Each section includes expandability for additional entries and notes.Project Charter Template by Excellence In Financial ManagementOn his website, Excellence in Financial Management, Matt Evans provides a free excel project charter template. This particular template is filled in with examples, a feature that is especially useful for people new to project management. The basic headers include all of what one may expect in a project charter template and a little extra.Project Charter Template by Memorial UniversityThis two-page project charter document template provided by Memorial University has a much softer look while still containing sections for entering the essential information relevant to your project. Relevant points of contacts are listed first, followed by the stated need (project justification), and the project description and budget. All other relevant information follows.2. Project PlanA project plan is related to a project charter but in a much more detailed way. Where project charters stop, project plans begin. A well thought out project plan will take all conceptual details of the project into consideration before any actual execution begins.A project plan is your tool for thinking the project through from start to finish, taking into consideration all factors and stakeholders such as stages, and steps within stages, needed to achieve the project goal, task scheduling, responsibilities assignment, protocols formulation within each stage of the project, quality control measures, comprehensive cost estimation, and phase by phase risk assessment.PROJECT PLAN TEMPLATESProject Plan Template by FilestageFilestage’s document-based project plan used varying colors to denote different key sections necessary for an effective project plan. Fields are populated by responses to key questions intended to drive towards the essential components of each category. For example, the primary question for the Task Scheduling section is “What are the phases, tasks, and subtasks?”Project Plan Template by ProjectManagerThis nine-page project plan template is an appropriate choice for complex project planning. The table of contents appears on the second page, after the document control portion of the project plan. Document control provides a chain of custody from document owner to approvers so that all the appropriate boxes can be checked before the plan proceeds.Project Plan Template by AtlassianA simple and straightforward project plan template provided by Confluence provides all of the primary, most necessary components. This is an appropriate template for small or individual projects not requiring an enormous amount of detail.The document first identifies the team members, then defines the problem space, the hypothesis, and relevant background information.3. Project ScopeThe bounds of the project are delineated within the project scope, a statement that defines scope inclusions and exclusions, or in other words, what will happen and what can’t happen. In the process of using a template to determine scope, the shape of the project boundaries will begin to form as the scope becomes more specific.A good template will help you make your scope specific and measurable. Project stakeholders must have a tangible measure to determine what is within or outside of scope. Once you’ve identified and defined the project scope with specificity, it is ready to be approved or revised.PROJECT SCOPE TEMPLATESProject Scope Template by MyPMThe scope statement template provided by MyPM identifies the boundaries of the project and allows space for some other detail as well. This template is an excellent choice for managers who may not see the need for a whole suite of project management documents and would prefer some to be consolidated into dual-purpose items.Project Scope Template by NHS EducationThis NHS Education template illustrates a good example of an organization-specific project scope template. Each category is accompanied by an explanation and directions for what kind of information to provide. This type of template is most suitable for a project that’s low risk and more conceptual in nature.Project Scope Template by The State Of ColoradoThis comprehensive seven-page project scope packet provided by the state of Colorado complete with table of contents shows how detailed project scopes can become. While not all the information in this particular example is necessary in project scope, the additional information makes communication and expectation maintenance easier to achieve.4. Project Status ReportThe key to communication during the iteration of a project is a well defined, but not cluttered, project status report. A project status report is a dynamic document produced or updated on a regular basis that provides critical information to stakeholders and keeps communication fluid between all team members.A project status report serves as an indicator of progress made throughout the project, identifies hiccups along the way, and avoids missed steps via clear and updated documentation. It is one of the best ways to keep all parties involved accountable. A well-written project status reveals helpful information while avoiding extraneous, irrelevant detail. The following project report templates will help you get started.PROJECT STATUS REPORT TEMPLATESProject Status Report Template by The California Department Of TechnologyThe comprehensive status report template created by California Department Of Technology investigates every component relevant to whether or not a particular project is on track. It asks critical questions such as “Is the project on track to achieve the objectives in the approved timeframe,” while also providing data tables to be populated with relevant supporting information.Project Status Report Template by Ontario Local Health Integration NetworkA concise, yet detailed project status report template provided by Ontario Local Health Integration Network highlights the most essential information needed to get a concrete idea of the project’s status. This easy to use template begins with a color-coded project progress estimation that ranges from “on track” to “not started”.Project Status Report Template by MicrosoftThis Microsoft Office project status report template uses color and shade to quickly highlight the essential elements of the project concerning progress status in areas such as project overview, budget overview, and risk and issue history. A good option for small business with smaller scale projects, this template is clean and straightforward.5. Project ProposalOften, your project requires approval or sponsorship, financial or otherwise, from stakeholders. To adequately inform key participants about your prospective project, and supply them with all the information necessary to make an intelligent decision regarding approval, a project proposal is needed.A project proposal usually comes in a document or pdf format with a table of contents listing all sections included. A typical project proposal will consist of components discussing requirements, scope, budget, and any other pertinent information needed for stakeholders to decide on the project. Proposals can be as short as one to two pages or as long as hundreds of pages.If you are interested in more templates, feel free to read the whole article: https://blog.filestage.io/project-management-templates/.

A fossil survey is a comprehensive survey that records the condition of building materials and systems, minor wear and tear / staining, etc. Dilapidated survey Often new tenants are accepted before they can move into a building or execute a contract. Will set a conditional date baseline with remedial costs. Ocliffe covers the dilapidated survey on a room basis and provides a detailed assessment of a room: * Building fabric * Ical mechanical service * Electrical service Data is collected using handheld electronic collection tools that provide data continuity among surveyors and have built-in checking and productivity functionality. The tools mirror a standard pro-template style and are used to record the condition of each component / sub-component. A risk assessment is performed (as required by the NHS)(more)

I’ll try and be neutral, but as a developer of BPM technology, I suppose I’ll have a natural bias. I don’t have answers to all of the questions, nor do I know all the questions you need to ask.Many of these questions are for you and your organisation to answer, some of them are for your vendor/integrator to answer. Sweeping generalisations, I apologise for in advance, some of the points merit deeper and wider discussion on their own.1. How much money do you have to spend and how do you want to spend it? Do you want cloud or on-premise?Traditional BPM software, and by that I mean on-premise or pre-cloud, wanted you to buy software licences up front, then pay for a project to deliver the solution, and then hit you with 20%+ annual maintenance on licence fees (in advance).If you're a large bank, telco or utility, you probably don’t have huge financial constraints and you probably buy enterprise licences for everything, and run it on-premise. The rest of the world operates slightly differently.In the traditional world, you will be lucky if your finance department hasn’t fallen out with you by the time your system has gone live, having spent hundreds of thousands or millions (pick your currency) before you realise any benefit.Cloud BPM lets you even out your costs, although there will likely still be an upfront configuration fee, higher if you can’t get in on the configuration act. You never own the software licence, so it doesn’t appear as an asset in your accounts, but at least you haven’t had to fund licence fees and you can get a seat at the table.If it’s in the cloud your project should happen more quickly too, you don’t have to worry about buying or installing servers ever again.Cloud is attractive if you don’t want to manage hardware infrastructure, but it may limit your options. Many vendors are moving their traditional platforms to the cloud, some are cloud native already. You may want to poke a stick at that though. Cloud and on-premise offerings may differ. If the platform is cloud native (built to use a compute & storage platform’s resources through APIs) then it will be quicker/easier/cheaper to scale up or down. If the vendor has simply deployed a full, single tenant stack onto a VM in a data centre, and wrapped a rental model around it, it will likely be more expensive and less flexible. A generalisation, I know.Ask your vendor for a total cost of ownership model over 5 years - maybe difficult if it's a cloud vendor, so do your own analysis and make sure you know what you' re getting into.2. What is the BPM platform’s modelling, customisation and execution environment?BPM applications run an abstract model of a process, which you configure on the underlying platform’s configuration tools, generally speaking. The platform may come with solution-specific templates that you can alter, and it probably ought to come with ‘non-process’ features such as sending an email or changing a user’s permissions, or setting a service level. But fundamentally, BPM applications run models defined within an underlying platform.This is important, because running a model means you’re operating further up the software stack closer to the end-user. You’ll have less code to maintain, applications are quicker to rollout and cheaper to change. When you change a process model and release it, the executing process changes behaviour. In theory, the BPM platform should de-risk this process of change. Worth a thorough investigation when you get to looking at specific tools.There are standard ways of modelling a process (for example BPMN, which is an acquired skill) and there are proprietary ways. In my view standards are ok, but they limit innovation, so there is a constant drive from vendors to produce new features which then break the standards. For example, how do you build and layout a custom form? If you spend too much time worrying about tools at this level, you’ll be in danger of never making a decision. Just note that no software lives forever and look for something which reflects your internal skills and process challenge.Running a model also means it should be easier for the platform to log and measure behaviour in a consistent way across all your processes. Again, this is important if you want to work out how well your system/people/business logic are performing in live. Not saying you can’t build metric gathering in other ways, inside apps and such like, but it’s one of the benefits of a dedicated platform.Some BPM platforms avoid technical modelling because the vendor has decided that going through technical process modelling is one of the reasons why BPM projects are so expensive and time consuming. The same vendor will have taken the view that as long as you have a domain expert or someone who understands the ‘sausage machine’ of your business, then just give them tools they can use to create a solution. This has been called by some a ‘low-code’ approach to BPM, but it really should be called ‘lower-code’. Coding in some form or another is rather hard to avoid when doing BPM solutions… see below.As an aside, Microsoft Dynamics and Salesforce are not BPM platforms, although I have seen them sold as such. They are platforms with application code, which you can extend with more application code. There is no concept of a model in there from what I can tell. No doubt you can extend both with add-ons which do some form of BPM.So when you do have to get developer tools out to do something really specific, like calculate risk based on custom business logic, or integrate to a tricky internal systemwith a ropey API, the tools and the languages offered become important. Proprietary languages mean costly internal training (and low initial productivity) and high day rates. JavaScript skills are pretty easy to get your hands on, so are .NET/Java – look for these or similar and maybe check market day rates as part of your investigation into a specific platform.3. Have you already optimised your business processes operationally, such as using a lean process methodology?You could look at the OMG’s Process Maturity Model and self assess. I know it’s a bit old, but in my view it’s entirely valid and from it you can draw meaningful conclusions...If you are at the Initial state (not all of your business processes will be at the same level of maturity) then BPM technology will have a quick benefit, but the learning curve will be steep. The more mature your processes are, the more capable you will be using the tech, by definition, so the investment is more justifiable.If you are at the Initial stage, it may be sensible to do something low cost, with a process discovery aim, before you start spending big bucks. You might find you never need to go large. I’ve seen home grown software apps which manage a business process effectively, without actually being a BPM platform. Many organisations are happy with that because they don’t have an ongoing need to do more. I’ve also seen badly implemented BPM solutions on expensive platforms, mainly due to the quality of up front analysis.I suppose what I am saying is, don’t just throw a BPM platform at a problem, without fully knowing how you’d like to solve it, or understanding the targeted benefits. If you are at the Initial stage, invest in something low cost and plan to throw it away. If you don’t have the budget or time to throw away, then think hard about the business case and how you’ll adopt the platform.4. How big is the scope of your process challenge? i.e. are you trying to automate a single function such as claims processing or complaints management, or are you trying to transform a significant division such as a supply chain, or a customer service function for a multi-play telecoms operator?If it’s lower on the scope scale, then there is a plethora of tools you could choose from. The argument for a throw away DIY software app build can also become attractive at the low end of the scope scale, but I’d generally advise against this, there are many low cost BPM tools you can take advantage of and having less code in the world needing maintained is a good thing, except for contract developers.If your scope is large and complex, your platform will need lots of pre-built connectors, domain specific reports, data migration tools and ready made process models/templates to start from. SAP and Oracle operate at this scale, selling solutions for specific industries, although I’d have to take an expert’s view on whether you really are in BPM land here, or working with convoluted applications built on top of legacy code, sitting underneath a nice front-end. I have my suspicions, but prepare to get a fresh cheque book from your bank manager if you are going anywhere these guys.Case Management is another area you might look at specifically – it’s a subset of BPM, it tends to be easier to configure and quicker to solution. A “case” being a user-defined collection of structured and unstructured data such as an application for a new product. The “management” part is the process which you take that case through.You might also find a BPM/Case Management tool which is specific to your domain, and not sold by any of the big vendors, so do your research.5. Has the BPM platform been used to solve a similar challenge to yours before?If so, can you speak to someone on the implementation team from the vendor or integrator, and someone on the client side? If the technology hasn’t been used in that way, that’s not necessarily a bad thing, BPM platforms are often general purpose toolkits after all, but you’d need to get a clear view on how it would be implemented to solve your problem.Speaking to someone who has solved a similar problem might also help you understand total cost of ownership over a reasonable period, such as 5 years and clearly, learning from the experience of others is a good strategy for reducing risk/costs.6. How confident are you that you know your own processes, can describe them to a process developer, can configure them to create a finished application, and can estimate the effort to build and deploy?I remember meeting the CIO of an Australian energy utility company who didn’t trust his own staff to work out what the core processes of his customer service function needed to be, and they were in the middle of rolling out a BPM platform. Big organisations waste money on BPM initiatives all the time. Google the UK government’s wasted spend on the Universal Credit system, or Scotland’s “NHS 24” GBP £50m overrun. These are large complex business process challenges with leading companies working on them, yet they still fail.If you are confident that your team understands how to do all this, or equally confident in the integrator and product combination you have chosen, then fine. Regardless, manage risk from day 1 and break your project down to small chunks with regular deliverables. I'm a fan of user stories to articulate requirements, not a huge fan of 'going agile' when resources aren't unlimited.If your team lacks the experience of doing this before, then a realistic choice is a platform which allows you to configure processes as you go (i.e. while in production) and using a non-technical metaphor. If that platform also brings domain knowledge in the form of pre-configured process models you’ll be in good shape. On such a platform, you need to be sure that when you change a process model definition, previously run process instances, or ones that are currently in flight, are handled gracefully. That bit is tricky so make sure you poke a stick at it.7. Do you have plans to simulate your processes?If you do, good luck. Your requirements will have changed by the time you’ve done your simulation. I’m not saying simulation is bad, in some cases it’s mandatory, like planning a new road network. But I do wonder about it’s applicability to the real world of BPM. Another generalisation, happy to be educated.Far better that you have great tools in your BPM platform to look at service levels on time/resource sensitive activity within specific processes or process stages, or tools which can report on staff utilisation so that you can monitor when staffing is underpressure and plan ahead.8. Are your processes volatile?“Volatile” meaning subject to change regularly, where regularly is daily. The change may not happen in your system daily, but business logic may be changing in the real world at a rapid rate. Regulation, competitors, new business opportunities, internal innovation are all reasons for change.If your processes are volatile, but you still need to run processes in a live system, then the platform you choose needs to have the ability to quickly change functional behaviour. This tests the platforms modelling, test & release capability. Drill into this during any demo and using a variety of scenarios.If you find that your processes need to be dynamic at the point of demand, i.e. only known when they are executed, then you might be suited to a case management tool. You might also look at the learning ability of the platform, has it got some analytic capability to make dynamic decisions in live? Maybe you don’t need that, but it’s the holy grail of BPM. You'll have seen the word "adaptive" in your research, so drill in to what exactly your vendor means by that.In my view many processes start off volatile, then approach a steady state, so you won’t need to tinker forever. If a big change comes along then just deal with it at the time by a combination of creating new processes, phasing out old ones and adding new features. If your BPM platform comes with a crystal ball, it would certainly help.9. Do you expect to have multiple software end-points in your solution?Maybe you have a back-office user, plus a mobile user, plus a field user, a consumer website, plus an existing legacy system, all needing to be made ‘process-aware’. If you do, then your platform of choice ought to be on a web stack and API based, and more than likely offer a RESTful API – yes, some standards are good standards.Having a nice API means you can build custom apps on the periphery, but all sharing the same sense of process as the rest of the platform. Perhaps your BPM platform will give you a mobile development toolkit along with everything else.You may run into instability issues if your end solution needs to be distributed, and the BPM platform has some funky home grown architecture and API model. Drill into this with your vendor.10. What tools are there in your BPM platform which help mine your process data?A fairly standard BPM cycle looks like this:a) Define your requirementsb) Implement your solutionc) Roll out to end-users/customers/business partnersd) Monitor and measure, then go back to stage a) and make improvements.So stage d) is about mining information, interpreting it and making improvements. I’d be looking for demonstrations on this from the vendor. Although, don’t think you need to stick to a single vendor’s tools. Here’s a dedicated mining tool which we use when exporting timeline data, helps give a visualisation of a process and lets you see individual cases travelling along their lifecycle Process Mining and Process Analysis.If your platform of choice doesn’t have tools like this, then at least make sure you can export the data and analyse it in other tools. This is just one example, so do your research.11. How do you migrate legacy process data into the new platform, and how you get it out if/when you decide to move on to a new solution? i.e. what data barriers exist on entry and exit?Process data is combined of process models and process instances. For business continuity it would be great to be able to put all your legacy data into your shiny new platform, so you should ask your vendor for an explanation. And when you want to export process data how does that work? This is especially important when you go for cloud BPM given you may want the flexibility to change vendors quickly.Process modelling standards should make all that possible, in theory, but I don't have the experience of seeing this working. There may be more pragmatic approaches where you have an intermediary stage of translating process instances into a simple form before moving between systems, potentially losing your process models on the way. Again, explore this point with your vendor.