Leadership and Management E-Portfolio Template
The D157 Leadership and Management E-Portfolio CPE Record is used to organize and document course deliverables related to project planning, leadership, financial management, and professional reflection. The portfolio brings together required work from each phase, including CPE schedules, RACI charts, video reflections, personnel cost estimates, operating budgets, and written reflections. Keeping these materials in one organized e-portfolio makes it easier to demonstrate project progress, leadership responsibilities, and application of management principles.
Instructions for Completing the E-Portfolio
To complete the course requirements, students should maintain a Continuing Professional Education (CPE) Record within the e-portfolio. The Assessment Task Overview provides instructions for the specific deliverables required during each phase.
Written reflections and other original work can be entered directly into the e-portfolio template. If a deliverable has already been created in Microsoft Word or PDF format, it can generally be incorporated into the portfolio or submitted separately according to the course instructions.
Adding Word or PDF Documents to the E-Portfolio
Existing Word documents can be incorporated into the template using Microsoft Word’s Text from File function. Place the cursor where the content should appear, open the Insert tab, select the arrow beside Object, and choose Text from File. Locate the document and double-click it to insert the material. The process can be repeated when multiple documents need to be incorporated.
Phase 1 Deliverables
Phase 1 establishes the foundation for the project by focusing on planning, role clarification, scheduling, and reflective learning. The required deliverables include a CPE schedule, RACI chart, GoReact reflection documentation, and a written reflection.
The Phase 1 portfolio should contain:
A CPE schedule showing project activities and anticipated timelines.
A completed RACI chart identifying project responsibilities.
Three GoReact screenshots, including one screenshot of the student’s reflection and two screenshots showing peer responses.
A written summary describing the major insights gained from the Phase 1 video reflection.
Phase 2 Deliverables
Phase 2 builds on the initial project plan by introducing financial planning and additional reflection. Students document personnel expenses, develop a pro forma operating budget, and continue to demonstrate learning through GoReact activities.
The Phase 2 portfolio should include:
An updated CPE schedule with project tasks and timelines.
A Personnel Cost Table estimating labor expenses.
A Pro Forma Operating Budget showing anticipated project costs.
Three GoReact screenshots documenting the video reflection and peer responses.
A written reflection discussing lessons learned during Phase 2.
Phase 1 and Phase 2 CPE Schedule and Timeline
A CPE schedule provides a practical way to monitor project activities, estimated completion times, anticipated deadlines, and actual completion dates. Comparing planned and actual dates can also help identify scheduling issues and demonstrate progress throughout the project.
| Task | Estimated Time | Anticipated Completion Date | Actual Completion Date |
|---|---|---|---|
| Phase 1 | |||
| 1a. CPE Table/Timeline | 30 minutes | 05/01/2025 | 05/01/2025 |
| 1b. RACI Chart Completion | 2 hours | 05/03/2025 | 05/03/2025 |
| 1c. GoReact Video Reflection | 30 minutes | 05/04/2025 | 05/03/2025 |
| 1d. GoReact Peer Responses | 30 minutes | 05/04/2025 | 05/03/2025 |
| 1e. Written Reflection | 30 minutes | 05/06/2025 | 05/03/2025 |
| Phase 2 | |||
| 2a. Personnel Cost Table | 2 hours | 05/08/2025 | 05/03/2025 |
| 2b. Pro Forma Budget | 3 hours | 05/09/2025 | 05/03/2025 |
| 2c. GoReact Video Reflection | 30 minutes | 05/09/2025 | 05/03/2025 |
| 2d. GoReact Peer Responses | 30 minutes | 05/09/2025 | 05/03/2025 |
| 2e. Written Reflection | 30 minutes | 05/09/2025 | 05/03/2025 |
This timeline provides a structured method for tracking project responsibilities and deadlines. It also demonstrates how project management tools can support organization, accountability, and timely completion of deliverables.
Phase 1 RACI Chart
A RACI chart clarifies who is responsible for completing work, who has final accountability, who should be consulted, and who needs to remain informed. In the Hospital Improvement Project (HIP), the matrix includes five primary roles: the Project Manager, Director of Nursing, Nurse Educator, Clinical Resource Lead (CRL), and Clinical Nurse Specialist (CNS).
The four RACI categories are:
Responsible (R): The individual or individuals who perform the assigned work.
Accountable (A): The person ultimately responsible for the completion and outcome of the task.
Consulted (C): Individuals whose expertise or input is requested.
Informed (I): Individuals who should receive updates about the task or its results.
| HIP Task/Deliverable | Project Manager | Director of Nursing | Nurse Educator | Clinical Resource Lead (CRL) | Clinical Nurse Specialist (CNS) |
|---|---|---|---|---|---|
| Define Project and Create Timeline | R, A, C | C | I | C | C |
| Create Education/Training Materials | R, A | C | R | I | C |
| Build Time in PM Schedule for Rounding | R, A | I | I | I | I |
| Educate the CRL Team on Project | R | C | R, A | I | C |
| Review Compliance with Documentation | R, A | I | I | I | I |
| Weekly Reminders on Project Goal | R, A | I | I | I | I |
| Gather Data on Pre-Project RRT Data | R, A | C | I | I | I |
| Project Team Debrief | R, A | C | I | I | I |
A clearly defined RACI matrix can reduce confusion about ownership, improve communication, and help project teams coordinate responsibilities more effectively. Project management frameworks commonly use responsibility assignment to establish accountability and clarify stakeholder involvement (Project Management Institute [PMI], 2021).
Phase 1 Reflection Summary
The primary objective of the Hospital Improvement Project (HIP) is to improve patient outcomes through proactive rounding by the Clinical Resource Lead (CRL) team. The project focuses on identifying patients who may be at risk for clinical deterioration so that concerns can be addressed earlier. One intended outcome is to reduce the frequency of rapid response team (RRT) calls and code blue events.
The RACI chart provides a clear picture of how leadership responsibilities are distributed. The Project Manager, who also serves as the nurse manager for the CRL team, oversees project coordination, scheduling, and rounding activities. The Nurse Educator develops education and training materials and supports staff preparation. The Director of Nursing serves in a leadership and sponsorship role and communicates with senior organizational leadership.
The Clinical Nurse Specialist contributes clinical expertise and supports appropriate documentation, regulatory considerations, and data integrity. The CRL team is involved in implementing the rounding activities that form the core of the project.
Other project management tools, including Gantt charts, can complement the RACI matrix by providing a visual representation of activities, dependencies, deadlines, and resource allocation. Together, these tools can help project leaders maintain accountability while monitoring progress.
Phase 2 Personnel Cost Table
The Personnel Cost Table estimates the labor expense associated with staff participation in the HIP project. Calculating projected hours and hourly rates provides a clearer picture of the human resources required to implement the project and helps support development of a realistic project budget.
| Team Member | Number of Personnel | Estimated Annual Salary | Hourly Rate | Projected Hours | Individual Cost |
|---|---|---|---|---|---|
| Project Manager (Nurse Manager) | 1 | $131,500 | $63.22 | 20 | $1,264.40 |
| Director of Nursing | 1 | $173,270 | $82.34 | 5 | $411.70 |
| Nurse Educator | 1 | $119,000 | $57.21 | 15 | $858.15 |
| Clinical Nurse Specialist | 1 | $111,354 | $53.53 | 5 | $267.65 |
| Clinical Resource Lead RN | 1 | $102,801 (32 hr/week) | $61.78 | 10 | $617.80 |
| Total Personnel Cost | $3,419.70 |
The table estimates a total personnel cost of $3,419.70 based on the projected hours and hourly rates provided. Personnel calculations are particularly useful when determining how much staff time is required for education, implementation, data collection, project coordination, and evaluation.
Phase 2 Pro Forma Operating Budget
A pro forma operating budget provides an overall estimate of the resources needed to implement a project. In addition to employee labor, healthcare improvement projects may require expenses related to education, communication materials, refreshments, technology, and other operational needs.
For the HIP project, the projected budget is as follows:
| Budget Category | Budget Item | Budget Amount | Comments |
|---|---|---|---|
| Personnel | Personnel Expenses | $3,419.70 | Based on personnel cost table |
| Non-Personnel | Education/Meetings to Staff | $2,700.00 | Three one-hour meetings for 15 CRLs |
| Non-Personnel | Advertisement to Staff | $100.00 | Flyers and printing costs |
| Non-Personnel | Food/Snack for Team Meetings | $500.00 | Refreshments provided during meetings |
| Non-Personnel | Equipment/Technology Updates | $100.00 | Updates for PowerPoint and EPIC systems |
| Total Projected Budget | $6,819.70 |
The estimated total project budget is $6,819.70. Personnel expenses account for a substantial portion of the projected cost, while staff education and meetings represent the largest non-personnel expense in this example.
A detailed budget allows project leaders to identify where resources will be used and provides financial information that can support organizational review and planning.
Phase 2 Reflection Summary
Completing the Personnel Cost Table and Pro Forma Operating Budget provides a more complete understanding of the HIP project’s financial requirements. Using organizational salary information allows personnel expenses to be estimated according to the time staff members are expected to spend on project activities.
One challenge is estimating the amount of project time for employees who are already working scheduled shifts. Although including their time provides a more comprehensive estimate of project resources, it can also create questions about whether those wages are already incorporated into existing departmental budgets.
The budgeting exercise also demonstrates the importance of efficient staff education and meeting management. Because staff training represents the largest non-personnel expense in this project, meeting objectives should be clearly defined so available time and resources are used effectively.
Overall, developing a personnel budget and pro forma operating budget helps connect project planning with financial management. It gives healthcare leaders a structured way to consider staffing requirements, operational expenses, resource allocation, and the financial implications of implementing a quality-improvement initiative.
Key Takeaways for the D157 Leadership and Management E-Portfolio
The D157 e-portfolio brings together evidence of project planning, leadership, financial management, and professional reflection. The Phase 1 activities establish project responsibilities and timelines, while Phase 2 extends the planning process to personnel costs and operating expenses.
The HIP example demonstrates how several management tools can work together. A CPE schedule tracks activities and deadlines, a RACI chart clarifies accountability, a personnel cost table estimates labor requirements, and a pro forma budget summarizes projected project expenses. Reflective activities then provide an opportunity to connect these practical tools with leadership and professional learning.
Frequently Asked Questions About the D157 E-Portfolio
What is the purpose of the D157 Leadership and Management E-Portfolio?
The D157 e-portfolio organizes required CPE records and assessment deliverables related to leadership, project management, financial planning, and reflection. It provides a centralized location for documenting work completed during the course.
What is included in Phase 1 of the D157 e-portfolio?
Phase 1 includes the CPE schedule, RACI chart, GoReact video reflection screenshots, peer-response screenshots, and a written reflection.
What is included in Phase 2?
Phase 2 includes an updated CPE schedule, Personnel Cost Table, Pro Forma Operating Budget, GoReact reflection and peer-response screenshots, and a written reflection.
What does RACI mean in project management?
RACI stands for Responsible, Accountable, Consulted, and Informed. The framework helps project teams define who performs work, who has ultimate accountability, whose input is needed, and who should receive project updates.
Why is a personnel cost table important?
A personnel cost table estimates the labor resources required for a project. It combines staff compensation information with projected project hours to estimate personnel expenses.
What is a pro forma operating budget?
A pro forma operating budget is a forward-looking estimate of expected project income or expenses, depending on the context. For a healthcare improvement project, it can summarize anticipated personnel and non-personnel costs.
How does the RACI chart support healthcare leadership?
A RACI chart can help healthcare leaders establish clear ownership of project activities, reduce ambiguity, improve communication, and identify which stakeholders need to be consulted or informed.
References
Healthcare Financial Management Association. (2020). Fundamentals of healthcare financial management (4th ed.). Healthcare Financial Management Association. https://www.hfma.org/
Project Management Institute. (2021). A guide to the project management body of knowledge (PMBOK® guide) (7th ed.). Project Management Institute. https://www.pmi.org/pmbok-guide-standards/foundational/pmbok