Managing Successful Projects & Collaborations - NC Medicaid

This learning packet outlines key project management principles for NC Medicaid staff, including the 10 cornerstones of project success, the 7 keys to creative collaboration, and a structured first project meeting script. It covers scope, roles, planning, communication, risk management, and stakeholder engagement.

This document is a project management learning packet for NC Medicaid staff, dated September 2026. It provides a structured framework for managing successful projects and collaborations, with a focus on clarity, alignment, and team effectiveness.

The first section, 'Cornerstones That Shape Success,' lists 10 foundational elements: clear purpose and scope, defined roles and responsibilities, structured planning and milestones, effective communication, early identification of risks and barriers, documentation of decisions and progress, stakeholder engagement and alignment, resource awareness and realism, consistent cadence and follow-up, and adaptability and continuous improvement. Each cornerstone includes a benefit statement.

The second section, 'The 7 Keys to Creative Collaboration,' describes seven principles for team creativity: ownership, dependability, trust, structure, shared vision, fun, and candor. Each key includes a rationale and an example. The section references a video by John Spencer.

The third section, 'Start Strong! | First Project Meeting,' provides a 10-step agenda for the first project meeting, covering introductions, project purpose, scope, stakeholders, background, timeline, risks, communication expectations, next steps, and a close. A facilitator script is included with step-by-step prompts for the project manager.

The packet is designed for internal use by NC Medicaid staff to standardize project initiation and collaboration practices. It includes a table of contents and references to Henry Ford.