<strong>HMIS</strong> <strong>Project</strong> <strong>Management</strong> <strong>Topics</strong> <strong>and</strong> <strong>Tools</strong>staff person dedicated full time to managing the project. Many “project managers” may be theonly person in the CoC dedicated to <strong>HMIS</strong>. Thus, this document describes in some detail thestaff roles needed to accomplish various tasks associated beyond traditional management roles,including system administration, training, technical assistance, <strong>and</strong> data analysis—acknowledging that this work may be accomplished by a single individual or a team of people.Document OverviewBeyond this introduction, this document is organized into five chapters, which provide an overallpicture of <strong>HMIS</strong> management followed by more detailed descriptions of specific tasks.• Chapter Two: Overview of <strong>HMIS</strong> <strong>Management</strong> Tasks outlines the overall tasks thatneed to be managed as part of operating an <strong>HMIS</strong>.• Chapter Three: Staffing Models for <strong>HMIS</strong> <strong>Management</strong> describes staff roles <strong>and</strong>overall staffing models that have been used around the country to manage the broad arrayof <strong>HMIS</strong> management tasks.• Chapter Four: Managing <strong>Project</strong> Operations provides additional information on asubset of the project operations tasks, including managing the project plan, policies <strong>and</strong>procedures, agency management, <strong>and</strong> software provider relations.• Chapter Five: Managing the <strong>HMIS</strong> Community provides additional information onthe community management tasks, including communicating with stakeholders; workingwith <strong>HMIS</strong> committees, working groups, user groups, <strong>and</strong> homeless consumers; as wellas maintaining relationships with the other <strong>HMIS</strong> implementers <strong>and</strong> the broader localcommunity.• Appendices: Samples <strong>and</strong> Resources includes numerous sample documents to illustratethe points discussed in this document. The documents can also be used as templates tosimplify the process of developing forms for your community.Intended AudienceAs mentioned above, there are many different ways of staffing an <strong>HMIS</strong> project. Someimplementations have a full- or part-time <strong>HMIS</strong> project manager who hires other staff members,such as trainers or system administrators. Other implementations have a single <strong>HMIS</strong>administrator, overseeing all <strong>HMIS</strong> functions. Some implementations rely on contractualtechnical support <strong>and</strong>/or system hosting, which may involve a long-term relationship with the<strong>HMIS</strong> solution provider. Essentially, there is no single model to staff or manage an <strong>HMIS</strong>.Thus, the audience for this document is not only people who hold the title “<strong>HMIS</strong> <strong>Project</strong>Manager.” Rather, it encompasses anyone who has professional responsibility for ensuring thatan <strong>HMIS</strong> project is succeeding, staff is in place, service providers are using the system, policies<strong>and</strong> procedures are being followed, the software is running, clients’ privacy is protected, <strong>and</strong> thevision is being realized. This document also contains useful information <strong>and</strong> tools for persons incharge of hiring, supervising or contracting with <strong>HMIS</strong> project managers <strong>and</strong> for those whoserve on <strong>HMIS</strong> committees or report to an <strong>HMIS</strong> project manager in a particular area.2
<strong>HMIS</strong> <strong>Project</strong> <strong>Management</strong> <strong>Topics</strong> <strong>and</strong> <strong>Tools</strong>Process of Developing This DocumentTo create this document, the authors gathered information from <strong>HMIS</strong> implementationsthroughout the country through three primary methods. First, as part of the HUD National <strong>HMIS</strong>Technical Assistance (TA) Initiative, TA providers have been meeting <strong>and</strong> talking with staffmembers from around the country to underst<strong>and</strong> the status of their <strong>HMIS</strong> implementations <strong>and</strong>specific strategies that have been employed in different areas of <strong>HMIS</strong> operation. Thisinformation has been aggregated into a database that was used to provide information for thisdocument. In addition, the authors followed up with a number of communities to learn moreabout their specific operational strategies. Through this process, the authors were able to compilespecific documents <strong>and</strong> examples on a range of topics, which can serve as examples for others.Finally, the information contained in the document is built upon the knowledge of the primaryauthors who have been operating the <strong>HMIS</strong> within the State of Massachusetts since 1996.3