CA S Friendly Assisted Living Facility Program Plan-5 together at determining the steps and the associated costs of the progtam. The CRO presented the program budget first, and then project team members presented their draft project plans. The CO0 presented the following project plan: The steering team meeting held August 31 went quite well. Fred felt that his team members had worked well Duration Predecessors Resource Names ID Task Name Operational Implementation Plan Management/Organization structure Recruit & hire Executive Director 4 Interior design issues decided (fumishings, etc.) Determine what was provided with lease and what was furnished in some units 6 Determine budget for interior 7 Carpet and wall finish determined Furniture and room layout 87 days 17.4 wks 20 days 2 wks CFO, Legal, VP Mkrg Splient CO0 10 days 2 wks 59 2 wks 4 wks 2 wks 4 wks 4 wks 45 days 8 wks 4 wks 59 8. COO Facility and equipment needs defined 10 Staffing determined Office space for physicians 12 COO, Dr. Link Dr. Link 11 Dr. Link Medical staffing needs determined & Director appointed 13 Food service 14 Menus selected 15 Waiting and service staffing needs determined 16 Additional equipment needs 17 68FS-3wks 4 wks 45 days 45 days 42 days O days Telecommunications services 18 Investigate phone service options 19 Certification/Accreditation requirements 20 Investigate requirements & timing of applicants with Dept. of Health to open facility 21 Develop clinical and operational quality monitoring systems 22 Develop financial systems (billing, etc.) 23 Chief Engineer Legal O days 6 wks 79 days 6 wks 78 CFO HR Director HR Director Human resources 24 Work force management recommendations 25 Project plan for recnuitment developed Policies and procedures developed 27 Obtain 'sample' of assisted living policies &i procedures from other institutions 28 Investigate assisted living laws proposed in other states/ federal 29 Technology & information systems 30 Develop plan for technology access for residents (TV, Cable, PCs) Investigate software/technology options for residenta 2 wks 60 days 4 wks 26 Legal 12 wks Legal CIO 344 days 3 wks 31 12 wks CIO Resuit 9 of 76 CASE . 181 The Chief Legal Counsel for the medical center pre- sented his project plan. Fred had asked him to join the team when it became apparent that there were significant compliance and legal issues associated with this project. ID Task Name Duration Predecessors Resource Names Legal and Licensing Requirements 2. Research licensing requirements for residential care facility Uniform accessibility standard compliance ( hadep accessible beds) 154 days 38 days 2 wks Legal 4 wks 2 wks 4. Investigate law firm and outline services Prepare project plan for license File license-by opening date Curb-cut approval from county (access to County Rd.) Investigate corporate structure for assisted living 39 O days 40 53 days 115 days 3 wks 4 wks Legal Legal, CRO 6. Determine Board of Trustee membership Appoint Board of Trustees 44 4 wks 10 11 Prepane draft Code of Regulation 45 Prepate document and filing of governance structure 12 13 12 wks 46 4 wks 47 Draft service agreement with Friendly Medical Center for services provided 14 Legal Lease issues 110 days Legal 48 12 wks 4 wks 50 15 Research Long Term Care insurance requirements 16 Faciliey "rules" defined (Le., smoking, fireams, pets financial planningg) 17 Spell out changes for residents in moving from "lght" to "heavy" sted Lee template prepared 19 6 wks I8 6 wks 52, 50, 51 Review all marketing materials for compliance 154 days Legal The Vice President of Marketing presented her project plan and stated that she and het staff were responsahle for every step in the plan She was still working with her stafi to detennine who does what. The Marketing VP made it clear to the team that she needed 5montha for the marketing plan implementation to be able to meet the dccupancy requinements at start up. She restated that her team mt have this lead time to the completion of the construction and furnishing phase of the Program ID Task Name Duration Predecessors 1 Marketing 2 Community mailing about contnuction proyect 3 Inital informational meetang 4 Friendly Medical Center volutiteen S Commumity poup 6 Fnendly Medical Center ieaff (all shite) 1 Prentation peepared for Speaker's Bureau Provide updates to commaniry 9 Inquiry log tabluhed 10 Ondhaking cereonyduring National Hopital Week 11 Mackenng plan developed and implemroted PR fim coacted 270 days O days 16 days 1'day 4 days Jdays O dys 88 O days 92 Didae 13 Marketing plan develaped 14 Deteeniee name and signape for facily 15 Hire Marketing Directe 16 Markating plan wady to mplement 12 Imglenientaf marketing plan5 mnths befm lacilary aly, then ongoine 150 das 4 wks 97 O daye 4 wk oday 20 wks 98, 100 101 slt of 76 182 . CHAPTER 5/ SCHEDULING THE PROJECT As Fred was explaining that the next job of the group was to complete a final version of all project plans and firm up the schedule of the Program, the Construction Project Manager stated that it was his tum to present his broad project plan for construction of the facility. He also added that he had a major scheduling issue to bring to the team. The Construction Project Manager presented the follow- ing broad project plan for facility construction. ID Task Name Duration Predecessors 369 days 329 days 95 days 113 days 134 days 234 days O days 8 wks Construction & Furnishing 2. Facility construction 3. Phase 1- Foundation & excavation (basement/Ist floor slab) 1 Phase 2 - Structure (steel/framing) 3FS 60 days 3. 4. Phase 3 - Enclosure (masonry/windows/toof) Phase 4- Interiors (drywall/ceiling/flooring/case goods) 3. First 45 (light assisted) units ready to prepare for occupancy First 45 units ready for residents 6FS-5 wks O days O days 8 wks 9. Remaining 57 units (light & heavy) ready to prepare for occupancy 6. 10 Construction complete 11 Building ready for residents 10 The construction PM proceeded to explain that the scheduling constraints that the Board of Trustees gave the team were not feasible. The Board wanted construction to begin immediately after the elections in November and to be ready for occupants by June. The contractor did not want to begin the project at the beginning of winter. The first phases of the project plan detailed work that needed to be completed outside. If the weather was bad, the con- struction PM knew the schedule would be affected. The construction project manager also pointed out that the schedule created by the contractor was designed around a 40-hour, 5-day workweek. If the building project began in November, the estimated project duration would be increased by 1 to 2 months, during which time some con- struction crewmen would have to be paid, thereby increas- ing the building cost. The PM recommended that construction begin in February or March of the following year, which would give the facility a shorter build time and a lower cost. The budget and project dutation submitted were based on a March I start date. He stated that the construction phase of the project did not need to hold up the other members of the Program team-they could begin their work on their projects anytime. QUESTIONS 4. Develop a Gantt Chart of the Marketing Plan and Implementation Phase of the Program. Determine the start date of the Marketing Plan project in order to meet your recommended facility ready for occupancy date. Draw a Gantt chart for the construction phase of the program. Whar is the completion date if construction starts in March? What is the completion date of the project if construction is started in November! 2. Why is it not possible to meet the scheduling con- straints set by the Board? What is your recommenda- tion to handle the scheduling problem? 3. When will the program be completed based on your recommendation! 1. 5. What is the next step the team members must take in order to complete their project plans!