Leadership and Management E-Portfolio Template
Phase 1: Preparing for CPE and RACI
CPE Schedule Table with Tasks and Timeline
| Required CPE Activities (Deliverables) | Estimated Time (hours and minutes) | Anticipated Completion Date |
| 1a. CPE Schedule Table | 1 hour | 27/6/2025 |
| 1b. RACI Chart | 2.5 hours | 14/4/2025 |
| 1c. Phase 2 GoReact Video Reflection | 1 hours | 28/6/2025: Leadership and Management E-Portfolio Template |
| 1d. Reflection Summary | 1.5 hours | 29/6/2025 |
| 2a. Personnel Cost Table | 2 hours | 29/6/2025 |
| 2b. Pro Forma Operating Budget | 2 hours | 29/6/2025 |
| 2c. Phase 2 GoReact Video Reflection | 1 hour | 28/6/2025 |
| 2d. Reflection Summary | 1 hour | 29/6/2025 |
Completed “RACI Chart” of the Project Team Members
| HIP Tasks/Deliverables (Minimum of Five) | Project Team Members | ||||
| Role | Role | Role | Role | Role | |
| Conduct an initial fall risk assessment audit | R, A | C | C | R | I |
| Develop bedside reporting training materials | R, A | R | C | C | I |
| Schedule and coordinate staff training | R | C | R, A | I | I |
| Facilitate bedside reporting training sessions | I | R, A | R | C | I |
| Monitor adherence to the bedside shift reporting protocol | R | C | A | R | I |
| Track fall incidents post-implementation | C | I | C | R, A | I |
| Evaluate intervention outcomes and compare to baseline | R | I | C | R, A | I |
| Develop sustainability recommendations and report to leadership | R, A | C | C | C | I |
| In the empty boxes above, enter the appropriate letter for the role that will be responsible, accountable, consulted, or informed for each deliverable/task using the following letters: | |||||
| R = responsible for completion of task or deliverable (at least one person per task should be responsible) | |||||
| A = accountable for completion and approval of the task (at least one person per task should be accountable) | |||||
| C = consulted by those responsible for advice and expertise | |||||
| I = informed and updated on progress, notified when tasks are completed | |||||
Phase 1 GoReact Video Reflection Screenshots
Insert screenshots
Written Summary of the Phase 1 Video Reflection
My Phase 1 video reflection outlined how a RACI chart was instrumental in the planning and implementing of my Health Improvement Project (HIP) involving fall prevention within the acute care unit. I highlighted the importance of clearly defining team members’ roles as Responsible, Accountable, Consulted, and Informed to eliminate confusion and delays. I collaborated with stakeholders involved in the project, including the nurse manager, Nurse educator, and two Inpatient Director.
The RACI chart was structured by breaking the project into appropriate tasks, such as creating a fall risk checklist, EHR integration, and staff training. Such openness promoted effective collaboration and accountability during the planning and implementation process.
Moreover, creating the RACI chart encouraged me to revise and align pertinent tools, including the SMART goal and the Gantt chart, so that roles and time frames are coordinated. I talked about the increased engagement of interdisciplinary team members after the specifications of their roles were clearly stated. The RACI tool was also valuable in meetings, troubleshooting delays, promoting team communication, and avoiding miscommunication. Overall, the RACI chart enhanced my leadership, task ownership, and the success of my fall prevention initiative.
Phase 2: Personnel Cost Table and Pro Forma Operating Budget
Completed “Personnel Cost Table” Template
| Team Member (Use the specific role or title for each team member) | Number of Personnel | Estimated Annual Salary | Hourly Rate | Number of Projected Hrs. for HIP | Individual Cost |
| Inpatient Director (E.M.) | 1 | $115,000 | $55.29 | 10 | $552.90 |
| Inpatient Director (M.O.) | 1 | $115,000 | $55.29 | 10 | $552.90 |
| Nurse Manager/Acute Care (J.L.) | 1 | $98,000 | $47.12 | 20 | $942.40 |
| Nurse Educator (A.C.) | 1 | $85,000 | $40.87 | 30 | $1,226.10 |
| TOTAL COST (This total cost line becomes one line item in the ProForma) | $3,274.30 |
Completed “Pro Forma Operating Budget” Template
|
Budget Category |
Budget Item (Minimum of Five) | Budget Amount | Comments
(as needed) |
| Personnel | $3,274.30 | From the personal cost table | |
| Non-Personnel | 1. Training Material Printing | $100 | Handouts, orientation packets, and documentation tools for staff. |
| 2. Laminated Fall Risk Checklists | $120 | Durable visual aids for identifying and managing fall risks. | |
| 3. Staff Incentives | $150 | Small rewards, such as badge stickers or tokens, to encourage engagement. | |
| 4. Room Signage and Alert Posters | $80 | Posted alerts and signage to flag patient fall risk areas. | |
| 5. Contingency Funds | $200 | Allocated for unplanned costs, including shift overlap or replacement staff. | |
| Total: | $3924.20 |
Phase 2 GoReact Video Reflection Screenshots
Insert screenshots
Written Summary of the Phase 2 Video Reflection
Phase 2 of my Health Improvement Project in fall prevention in acute care revolved around creating a realistic and sustainable budget. This involved the preparation of a detailed personnel costs table as well as a pro forma operating budget. My collaborations with other stakeholders, like the nurse manager and nurse educator, enabled me to reasonably estimate the hours and wages of the most critical roles, such as the nurse educator, charge nurse, quality and Nurse Educator, and the director of nursing.
This partnership also ensured that labor costs that comprised most of the budget, were distributed accordingly. Based on the present wage rates and estimated work, I estimated a total personnel cost of $3,274.30.
In addition to labor, I identified the non-personnel costs essential to the project, including training materials, signs, and contingency funds, totaling the project budget at an estimated $650. The aim of matching financial planning and clinical goals was highlighted in this exercise. I also appreciated the importance of monthly budget monitoring and group participation in enhancing ownership and precision.
It improved my leadership and strategic planning abilities and proved that well-organized resources improve patient safety outcomes. The fall prevention initiative’s implementation and maintenance have the financial framework to sustain itself.
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Question 
Instructions:
To fulfill the requirements for this course, you must complete the CPE Record. Refer to your Assessment Task Overview for specific deliverables. You must include the required deliverables in this e-portfolio.
Enter your written deliverables (e.g., reflections, etc.) into this template for each phase. Previously created word documents may also be inserted into this Word document by using the following instructions or may be submitted as separate documents for evaluation.
To insert a PDF document or previously created Word Documents, follow these instructions:
- Click or tap where you want to insert the content of the existing document.
- Go to Insert and select the arrow next to Object.
- Select Text from File.
- Locate the file that you want and then double-click it.
- To add in the contents of additional Word documents, repeat the above steps as needed.
Submit your e-portfolio including each of the following deliverables from your CPE record on your field experience page:
- Phase 1
– a CPE schedule table with tasks and timeline
– a completed “RACI Chart” of the project team members
– three screenshots to document your Phase 1 GoReact video reflection, including an image of your reflection video and an image for each of your peer responses
– a written summary of your Phase 1 video reflection
Leadership and Management E-Portfolio Template
- Phase 2
– a CPE schedule table with tasks and timeline
– a completed “Personnel Cost Table” template
– a completed “Pro Forma Operating Budget” template
– three screenshots to document your Phase 2 GoReact video reflection, including an image of your reflection video and an image for each of your peer responses
– a written summary of your Phase 2 video reflection
File Restrictions
File name may contain only letters, numbers, spaces, and these symbols: ! – _ . * ‘ ( )
File size limit: 200 MB
File types allowed: doc, docx, rtf, xls, xlsx, ppt, pptx, odt, pdf, csv, txt, qt, mov, mpg, avi, mp3, wav, mp4, wma, flv, asf, mpeg, wmv, m4v, svg, tif, tiff, jpeg, jpg, gif, png, zip, rar, tar, 7z
Client’s Notes:
- Health Improvement Project-FALL PREVENTION IN ACUTE CARE
- This course is a continuation of D156- (I have attached the final copies of D156 as a guide – some of the dates I changed to match the dates my requirements was met)
- Use the CPE record as a guide into writing the paper
- CPE RECORD GIVES THE DIRECTIONS FOR THE EPORTFOLIO
- ALL THE COURSES WILL BE A CONTINUATION OF THE PREVIOUS CAPSTONE PROJECTS DONE
Sample Videos: