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

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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

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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.