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This is a template. Do not edit. Please copy this sheet into a new one and save it on your own google drive. Or download it as an excel sheet and save it on your device.
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Pre-Project ChecklistDue DateStatusNotes
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Approve data and spend totals
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Pick a sourcing strategy (i.e., competitive bid, repricing, utilization, etc...)
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Identify stakeholders (physicians, clinical business leaders)
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Identify project team members
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Share data and project plan with project stakeholders
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Set project milestones
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Get sign-off on project charter
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Assign tasks
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Identify vendor contacts
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Go to market (start project by inviting vendors)
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Review vendor responses with stakeholders
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Award contracts
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Set up tracking and monitoring
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Complete project post mortem
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For more information on agile work plans for sourcing in healthcare, contact us at info@curvolabs.com.
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