某研究中心开放基金项目整合管理体系的构建与应用

Construction and application of integrated management system for open fund projects in a research center

开放基金项目对于加强学科建设和提升研究能力有重要作用。四川大学华西医院国家老年疾病临床医学研究中心(以下简称中心)于2018年开始设立开放基金项目,但因为开放基金项目具有学科专业性和自主性强,以及存在不确定性的特点,给项目管理工作提出了新的挑战。因此,中心基于项目整合管理理论,通过识别开放基金项目的建设目标,定义其应用范围,梳理并整合项目管理的执行、流程、控制和支撑4个要素,从组织和制度着手保障项目的规范执行,通过统筹优化管理流程,制定"里程碑清单""风险登记清单""优资清单"和"不良清单"实施控制,融合技术和平台为支撑,从而建立了开放基金项目整合管理体系,并于2020年开始应用,实现了对开放基金项目全过程和全要素的整合管理,切实提高了管理效率和质量。截至2023年12月,已立项开放基金项目112项,资助总金额达3194.3万元,在队列研究及平台建设、学术产出方面取得系列成果,项目和人才孵育效用凸显。该体系的构建与应用可为医疗机构管理开放基金项目提供参考。

Open fund projects play an important role in strengthening discipline construction and enhancing research capabilities.The National Clinical Research Center for Geriatrics of West China Hospital,Sichuan University(hereinafter referred to as the Center)initiated the establishment of open fund projects in 2018.However,due to their strong disciplinary and autonomous nature,as well as the presence of uncertainty,these projects posed new challenges to project management.Therefore,based on the theory of project integration management,the Center has established an integrated management system for open fund projects.This system was achieved by identifying the construction objectives of open fund projects,defining their scope of application,and integrating the four essential elements of project management:execution,processes,control,and support.It ensured standardized execution through organizational and institutional measures,optimized management processes,implemented control through the development of milestone lists,risk registration lists,superior funding lists,and non-performing lists,and integrated technology and platforms as support.The system was implemented since 2020,realizing comprehensive and holistic management of open fund projects across all stages and elements,thereby effectively enhancing management efficiency and quality.As of December 2023,112 open fund projects have been approved,with a total funding of 31.943 million yuan.These projects have yielded a series of achievements in cohort study and platform construction,academic output,and have demonstrated remarkable effectiveness in projects and talents cultivation.The construction and application of this system can provide reference for medical institutions in managing open fund projects.