The Manager of Portfolio Management (aka Portfolio Manager) is responsible for leading their portfolio of EHR Implementation Projects. This includes responsibility of overall project success (portfolio size varies between approximately $5M and $25M) and providing leadership, coordination, and management of the employees who lead at the project level within their portfolio. They must also create and maintain strong Executive-Level relationships with both member and OCHIN leaders to ensure quick issue resolution and overall project success.
The Portfolio Manager works directly with their project managers, other managers/directors, and executives to make strategic decisions for each project. They will also continually assess and make improvements to systems and processes to increase efficiency, satisfaction, and success amongst both their members and the OCHIN team.
This role is considered to be a senior-level practitioner, as they are responsible for managing and directing projects and programs aligned with organizational strategy.
Essential Duties
Manages Executive-Level relationship with the member and serves as primary Point of Contact for the member Executive Sponsor and their Executive Leadership throughout the project life cycle.
Meets regularly with member Executive Leadership throughout project lifecycle to ensure member/OCHIN alignment and a strong member relationship and works closely with them during member/OCHIN escalations.
Works in conjunction with member/OCHIN Executive Leadership to confirm project completion and transition to Account Management.
Bridges the gap between strategy and implementation by providing strategic thought, direction, and conversation
Actively partners with OCHIN Senior-Level and Executive-level Leaders throughout the project lifecycle to:
Provide high-level project overview and status
Evaluate project health throughout project lifecycle, including determining readiness for transition to Account Management and gain approval using knowledge of full project scope, risks, productivity, morale, metrics, etc.
As part of the overall install strategy, may work collaboratively with C-Level/VPs to find solutions to complex member issues as required.
Provides oversight and direction for active installation projects within their portfolio and is ultimately responsible for project success; Portfolio size varies between approximately $5M and $25M.
Manages and monitors the Financial Milestones for every project to ensure on-time revenue recognition for each member as needed to support OCHINs financial vitality.
Manages and monitors the health of assigned projects and their operational outcomes through tracking of quantitative (metrics), qualitative data, and PM best practices.
Facilitates the identification, mitigation, and escalation of project risks and issues within OCHIN and member leadership.
Maintain awareness and readiness to report project status in Portfolio Review meetings or other forums as requested.
Regularly participates in Executive Sponsor meetings, Portfolio Review meetings, project team meetings, project planning meetings, and other events as needed.
Periodically provides Executive Implementation Overviews to new members and facilitates the prompt generation of project schedules for the purpose of aligning members to key project activities and resourcing requirements.
Ensures that team goals are aligned with departmental goals and OCHIN strategic direction.
Maintains and improves install and stabilization processes and the respective documentation, tools, and templates.
Facilitating adherence to established OCHIN install processes and best practices.
Ensure their staff s compliance with corporate Statement of Work (SOW) and Change Order (CO) processes.
Use system thinking and collaborate effectively with internal and/or external partners to ensure effective integration of changes and to foster organizational learning. This includes the use of OCHIN organizational learning practices such as Turning Points.
Expanding or bringing in new innovative ideas to create value, and identifying systems needed to sustain growth or enhance productivity and efficiency.
Identify potential opportunities for process and quality improvement within OCHIN.
May directly author or contribute to process or tool development and maintenance.
Providing corporate direction by proposing and defining operational and business policies
Ensures staff s compliance with change control processes for dates, scope, and other portfolio elements.
Coaches and directs PM and other project staff to mitigate issues, complete tasks, and other activities required for successful project outcomes.
Provides coaching and support of continuous learning for staff in project management, change management, facilitation, and communication techniques.
Performance management, including staff evaluations and career development.
Maintains and applies corporate policies and procedures.
Resolve conflicts and keep staff motivated to do their work.
Leading regular team meetings and work to foster a culture of collaboration and mutual respect for individual roles.
Facilitate and support the continuous learning of assigned staff. This includes supporting time to attend OCHIN and non-OCHIN hosted training and other similar activities.
Lead change by modeling behavior and influencing partners.
Act as a change agent to foster and support a culture of improvement throughout the organization.
Performs regular audits of work products generated by the staff supporting their portfolio projects.
Staffs PM and project team resources to assigned projects.
Delivery of coaching and performance management to assigned and/or matrixed project management staff.
Manages and coordinates team objectives, tasks and projects; organizes the team s tasks and projects, and tracks productivity and work schedules.
Travel to support off-site software installations as needed, estimated to be up to 25%.
other duties as assigned.
Requirements
Bachelor s degree in IT, healthcare, health informatics, related field, or equivalent experience; Master s degree preferred.
Experience leading direct and indirect teams.
Minimum of 6 years of successful project management leadership to include some complex projects.
Experience or knowledge of health care and/or Epic preferred.
PMI certification (PMP, CAPM) preferred.
Must have proven success in internal and external relationships and change management at all levels from administrative to executive
Must have technical aptitude to fully understand and gain the necessary knowledge required to effectively collaborate with members
Excellent communication, presentation, and collaboration skills, and the ability to speak knowledgeably with members of both the business and technology teams
Experience with project management systems, tools, and tasks.
Strong analytical skills and ability to synthesize and clearly communicate findings of analysis
Strong teamwork, interpersonal, intercultural, and customer service skills
Desire to take ownership, be creative with problem solving, and pro-actively secure the objectives of the business
Ability to deal with very ambiguous environments to properly assess problem statements and cultivate solutions.
Excellent interpersonal, intercultural, and customer service skills.
Ability to travel to member sites to support software installations.