DNP 714 Module 2 Team Assignment 1: Patient Portal Team Charter Example

Reviewed by Ingrid Vasterling, MSN, RN Arizona State University Updated October 2026

This DNP 714 Module 2 sample is Team Assignment 1, the patient portal team charter in Professional Relationships in Healthcare, part of ASU's Doctor of Nursing Practice. ASU DNP 714 asks each team to charter the three months before an electronic patient portal goes live, building in coordination, communication and collaboration, and to present the charter to a board for approval. This sample takes the first assigned population: a network of five rural family practice clinics in a county of 60,000, with seven physicians, twenty nurse practitioners and physician assistants and seventy-five allied staff. The charter sets out purpose, scope, roles, a month-by-month plan, communication and decision rules, risks and the board questions the team prepared for.

CourseDNP 714 Professional Relationships in Healthcare
ModuleModule 2
Paper typeTeam charter with board presentation plan
LengthAbout 579 words, 5 pages
FormatAPA 7 student paper
SchoolArizona State University
ProgramDoctor of Nursing Practice
UpdatedOctober 2026

Free sample paper for DNP 714 Module 2

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Ready Before the First Login: A Team Charter for Preparing a Patient Portal in a Five-Clinic Rural Network

Student Name

Edson College of Nursing and Health Innovation, Arizona State University

DNP 714: Professional Relationships in Healthcare

Instructor Name

Month Day, Year

What this page is doingThe title states the charter's purpose, readiness before launch, and names the assigned population so the board knows which setting the plan fits.
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Ready Before the First Login: A Team Charter for Preparing a Patient Portal in a Five-Clinic Rural Network

Purpose and Scope

Purpose: prepare the five clinics, their staff and their patients so that the patient portal launches on day 91 with trained staff, working workflows and at least 20% of active patients invited and able to log in.

In scope: portal messaging, results release, appointment requests, prescription refill requests and proxy access for caregivers. Out of scope: video visits and online bill payment, which will follow in a later phase.

Roles

RoleHolderResponsibilities
Executive sponsorNetwork chief executiveRemoves barriers, approves budget, reports to the board
DNP project leaderDirector of clinical operations, DNP studentLeads the team, owns the timeline, chairs weekly meetings
Clinical leadOne physician and one nurse practitionerMessage routing rules, results release policy, clinical workflow
Nursing leadRegistered nurse care managerInbox triage protocol, patient education materials
Front desk and scheduling leadPatient access supervisorEnrollment at check-in, appointment request workflow
Information technology leadNetwork IT managerBuild, testing, single sign-on, help line
Patient advisorTwo patients from the clinics' advisory groupReview of materials and enrollment steps
Clinic championsOne staff member per clinicLocal training and feedback
What this page is doingNaming a role for front desk staff, IT and patients, not only clinicians, follows the prompt's requirement for clinical and non-clinical roles and shows the team understands who actually makes a portal work.
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Three-Month Plan

MonthCoordinationCommunicationCollaboration
1Build and test portal functions; write message routing rulesAnnounce the project at all-staff meetings; open a feedback channelClinicians and nurses agree on which results release automatically and which after review
2Train staff by role; pilot enrollment at one clinicWeekly two-line updates by email; patient flyers in English and SpanishFront desk, nurses and IT revise enrollment steps after the pilot
3Enroll patients at all five clinics; dry run of inbox triagePatient letters and clinic signs; help line opensGo or no-go decision at day 85 by the full team

Communication Rules

Weekly 30-minute team meeting on video; decisions recorded in a shared log; every assignment confirmed in writing by the person who accepts it, which builds closed-loop communication into the team's routine (Salas et al., 2005). Clinic champions bring questions from their sites each week.

Decision Rules

Routine decisions by the lead responsible. Decisions affecting clinical safety, such as results release, by consensus of the clinical and nursing leads. If consensus fails, the DNP project leader decides after hearing both sides and records the reason. Any member can stop a step that they believe is unsafe.

Collaboration and Psychological Safety

The team agrees that questions and concerns are welcome from every role. At the end of each meeting, the leader asks who disagrees with a decision made that day. Teams in which members feel safe to raise problems learn and correct errors faster (Edmondson, 1999), which matters most during a launch.

Risks

Evidence suggests portals can support engagement, but use varies widely among patient groups (Irizarry et al., 2015), which is why enrollment targets are tracked by age and language.

RiskResponse
Message volume overwhelms nursesRouting rules, response time standard of two business days, monthly volume review
Older and Spanish-speaking patients enroll lessEnrollment help at check-in, Spanish materials, proxy access for caregivers
Weak broadband in parts of the countyPhone-friendly portal design, library and clinic kiosks

Questions We Expect From the Board

What will it cost? Who answers messages after hours? How will we know it is working? What happens if clinicians are overwhelmed? Our responses are prepared on one slide each, with the measures we will report monthly.

What this page is doingPreparing for the board's questions, as the prompt directs, shows the team planned for the discussion after the presentation, not only the presentation itself.
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References

Edmondson, A. (1999). Psychological safety and learning behavior in work teams. Administrative Science Quarterly, 44(2), 350-383. https://doi.org/10.2307/2666999

Irizarry, T., DeVito Dabbs, A., & Curran, C. R. (2015). Patient portals and patient engagement: A state of the science review. Journal of Medical Internet Research, 17(6), e148. https://doi.org/10.2196/jmir.4255

Salas, E., Sims, D. E., & Burke, C. S. (2005). Is there a "Big Five" in teamwork? Small Group Research, 36(5), 555-599. https://doi.org/10.1177/1046496405277134

What the DNP 714 Module 2 instructions ask for

The posted syllabus grades Team Assignment 1 at 10 points in Module 1. Each team creates a charter that incorporates coordination, communication and collaboration and outlines the three months before implementing an electronic patient portal. The charter must include the roles of the DNP leader and of clinical and non-clinical professionals and be specific to the population assigned to your team, from a five-clinic rural network to a large academic medical center, an urban pediatric practice or a federally qualified health center. On a live call, every team gets a quarter of an hour to win approval from a mock board of directors, and should prepare for discussion afterward. Read your assigned population carefully, because the plan must fit its size and staff mix.

Inside the DNP 714 Module 2 example

The charter opens with a measurable purpose and a clear scope. A roles table names every role from the executive sponsor to patient advisors and clinic champions. The three-month plan is set out in a table with a column each for coordination, communication and collaboration, so the three processes from the module are visible month by month. Communication and decision rules follow, with a stop rule for safety concerns. A section on psychological safety cites the research behind it. A risk table addresses message volume, equity of enrollment and broadband, with a portal evidence citation, and the charter ends with prepared answers to the board's likely questions. Three sources support it.

DNP 714 Module 2 rubric: what earns full marks

Team charters in this course are likely graded on fit with the assigned population, clear purpose and scope, roles for the DNP leader and both clinical and non-clinical staff, explicit use of coordination, communication and collaboration, a realistic three-month plan, risk planning and the quality of the board presentation and discussion. Measurable goals show planning. Organizing the plan by the three processes demonstrates the module's concepts directly. Including patients and front-line non-clinical staff shows a realistic view of implementation. Preparation for board questions often separates strong teams from adequate ones. Brevity matters, since the presentation is only 15 minutes. Clear decision rules, including who decides when consensus fails, show the team has thought about collaboration under pressure.

DNP 714 Module 2 help: mistakes that cost marks

A frequent weakness is a charter that lists clinical roles only. Portals depend on front desk, IT and patients, so include them. Another is a generic plan that could fit any setting; use the numbers in your assigned population. Make the three processes visible rather than assuming the board will infer them. Keep slides simple for a 15-minute presentation. Tell the desk which of the four populations your team drew, and a charter can be drafted to its size. Rehearse the board questions as a team. Agree on who answers which question before the call. Check that your charter's timeline adds up to three months before launch.

Write yours, or have the desk draft it

This paper is an original model document written by our desk, not a submitted student paper and not an official Arizona State University document. Read it for the moves, then write your own to the instructions in your classroom. If you want one built to your exact prompt and rubric, the first custom sample is free and arrives in 24 to 48 hours.

More DNP 714 and Doctor of Nursing Practice sample papers

DNP 714 Module 2 questions, answered

Where can I find a free DNP 714 Module 2 sample paper?

The charter above is a complete DNP 714 Team Assignment 1 sample for a patient portal in a five-clinic rural network, with roles, a three-month plan and board questions.

What is DNP 714 Team Assignment 1?

A team charter for the three months before an electronic patient portal launches, built on coordination, communication and collaboration and presented to a board.

Which roles belong in a patient portal team charter?

The DNP leader, clinical leads, nursing, front desk and scheduling, information technology, patient advisors and site champions.

How long is the DNP 714 charter presentation?

Each team has 15 minutes on the synchronous call to present to the board, followed by discussion.

Do patient portals increase engagement?

A state of the science review found portals can support engagement, but use varies widely among patient groups.