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Each of the S&I Initiatives will follow a phased approach to achieve the key outcomes outlined for the Initiative. The phasing approach provides the ability to fail-fast, re-prioritize initiatives, and better understand the interoperability challenge. Learn more about the S&I Framework process under General Information Processes & Guidelines and in the S&I Community Enabling Toolkit (CET).

Initiative Process Overview

  • Charter (Pre-Discovery) - The purpose of the Pre-discovery phase is to create the Initiative Charter for review and approval by the S&I Steering Team. The Pre-Discovery phase is executed before the Call for Participation is provided to the broader Community of Interest.
  • Use Case(s) (Discovery) - The purpose of the Discovery phase is to identify the use cases and user stories for the Initiative. Interoperability gaps, costs and barriers are identified and defined to further refine the Initiative. Feasibility tests and prototypes are done using relevant models and standards to determine potential approaches to solve the challenges outlined. The information accumulated and the lessons learned through the Discovery phase will jump-start the next phase and also provide the necessary details to determine if the Initiative needs to continue.
  • Standards and Harmonization (Implementation) - The purpose of the Implementation phase is to define the set of Harmonized Specifications and documentation required to solve the challenge, create the necessary reference implementation using the specifications and plan for operational pilot testing if goals and objectives are still justified.
  • Pilots - The purpose of the Pilot phase is to implement the technology in real-world situations and aid in learning the policies that will be required for an operational system, identify barriers for implementation, and revise reference implementations and harmonized specifications based on real-world lessons learned. Finally the implementations will be transitioned to open source communities for long term sustainment.
  • Evaluation - The purpose of the Evaluation phase is to measure the Initiative against the Key Outcomes outlined in the Initiative Charter, and determine if there is benefit in wide scale deployment and adoption. The Initiative will provide a recommendation of the various policy tools that the ONC can use to facilitate wide-scale deployment and adoption of the solutions.

Initiative Contacts

Contact Information
Johnathan Coleman
Initiative Coordinator
Julie Chua
ONC Sponsor
Zachary May
Project Manager, RI/Pilot Lead
Amanda Nash
Standards/Harmonization Lead
Standards Development Support Team Lead
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