C1-1: Portfolio Management: Using Lean Tools to Support Project Teams with Grant Management

摘要

Background/AimsGroup Health Research Institute (GHRI) utilizes Lean tools and techniques to enhance customer service, monitor compliance, and enhance project team interactions and communications. GHRI’s Grants and Contracts Administration (GCA) recently used Lean tools to design and implement a grant “portfolio management” system and process to support Principal Investigators (PIs). The system tracks six key indicators of funded grants: award status, budgetary spend rate, effort reporting, subaward execution, subawardee invoicing, and progress reporting. The process allows issues to be identified, tracked, and resolved early on with the project team before any serious problems arise.