Project Planning & Management

Project Planning and Management for ISD Projects ©2001 CADDI, Inc. P-1031 9/6/01

Page 1 ©2002 EPPIC Inc.

Project Planning and Project Planning and ManagementManagement

for ISD Projectsfor ISD Projectspresentation to

Purdue’s Educational Technology ProgramSeminar Series

September 6, 2001

Project Planning and Project Planning and ManagementManagement

for ISD Projectsfor ISD Projectspresentation to

Purdue’s Educational Technology ProgramSeminar Series

September 6, 2001

Guy W. WallaceGuy W. Wallacepartnerpartner

CADDI, Inc.CADDI, Inc.


Page 2

Session Introduction

Performance ContextPerformance Context As professional ISDers, you will occasionally have to plan and manage ISD projects

Session ObjectivesSession Objectives To provide you with an overview of my approach to ISD project

planning and management

AgendaAgenda Open and speaker background Planning framework Planning concepts and models Plan structure and format Project teams and roles Project management philosophies Project management practices Q&A and close


Page 3

Speaker Background

Guy W. WallaceGuy W. Wallace

In the T&D profession since 1979

A T&D consultant to government and industry since 1982 after two industry jobs (Wickes Lumber and Motorola)

Clients in the last four years include

- AT&T, Bandag, BankAmerica, Eli Lilly, General Motors, GTE, H&R Block, NOVA Chemicals, Siemens, and Verizon

Involved in more than 250 ISD projects since 1979, many of which I’ve had

to plan (and price!)

Guy’s professional biography can be accessed

at www.CADDI.com/GWW.htm

Guy’s professional biography can be accessed

at www.CADDI.com/GWW.htm


Page 4

Details…details…details…details…details…details…details

Plan at the most detailed level possible

Think of/anticipate everythingeverything

Leave “wiggle room” between “key scheduled events”

BothBoth God and the devil are in the God and the devil are in the detailsdetails

BothBoth God and the devil are in the God and the devil are in the detailsdetails

Note:


Page 5

ISD Project Planning Framework

Use a “process model” for your planning framework

ADDIE . . . The Traditional ISD ModelADDIE . . . The Traditional ISD Model

CADDI’s MCDCADDI’s MCD

= Project Steering Team gate review meetings

©1999 CADDI, Inc.

MCD Phase 4

Development/Acquisition

MCD Phase 6

Revision & Release

MCD Phase 1

Project Planning & Kick-off

MCD Phase 2

Analysis

MCD Phase 3

Design

MCD Phase 5

Pilot Test

©1999 CADDI, Inc.

MCD Phase 4


MCD Phase 4


MCD Phase 6

Revision & Release

MCD Phase 6

Revision & Release

MCD Phase 1


MCD Phase 1


MCD Phase 1


MCD Phase 2

Analysis

MCD Phase 2

Analysis

MCD Phase 2

Analysis

MCD Phase 3

Design

MCD Phase 3

Design

MCD Phase 3

Design

MCD Phase 5

Pilot Test

MCD Phase 5

Pilot Test

MCD Phase 5

Pilot Test

D

Development

D

Design Evaluation

EA

Analysis

I

Implementation

D

Development

D

Development

D

Design

D

Design

D

Design Evaluation

E

Evaluation

EA

Analysis

A

Analysis

I

Implementation

I

Implementation


Page 6

ISD Project Planning Concepts and Models

A “basic activity building block” for project planning

Four-part “activity block”: 1. Coordinate 2. Prep 3. Do it 4. Document

it

Four-part “activity block”: 1. Coordinate 2. Prep 3. Do it 4. Document

it

Preparation

Coordinate Logistics

Post-documentation

Conduct

Activity/

Meeting

11

22

33

44


Page 7

ISD Project Planning Concepts and Models (continued)

Build a chain of the “building blocks” for each phase of

your effort

Build a chain of the “building blocks” for each phase of

your effort

Conduct Interviews

Conduct Observations

Conduct Analysis Meeting

Conduct Project Steering Team Gate Review

ExampleExample

Prep

Do it Doc.

Prep Prep Prep Prep

Do it Do it Do it Do itDoc. Doc. Doc. Doc.

Coor.

Coor. Coor. Coor. Coor.


Page 8

ISD Project Plan Structure and Format

Project Plan Project Plan SStructuretructure

1. Purpose and goals

2. Background and rationale

3. Scope

4. Approach and methods

5. Project phases and milestones

6. Outputs and deliverables

7. Roles and responsibilities

8. Project tasks, roles, and schedule

Project Plan Project Plan SStructuretructure

1. Purpose and goals

2. Background and rationale

3. Scope

4. Approach and methods

5. Project phases and milestones

6. Outputs and deliverables

7. Roles and responsibilities

8. Project tasks, roles, and schedule

KEY: CADDI, Inc. GW = Guy Wallace PH = Pete Hybert PS = Production Support

TMC Corporation PM = Project manager PT = Project Team PP = Pilot Participants

Project Plan Task Chart Project Plan Task Chart FFormatormatEstimated Days Required

CADDI, Inc. TMC Corporation

Schedule

Project Tasks

GW PH PS PM PT PP Other (each)

Start End

1. Identify, contact, and recruit three to five “Project Team” members for the Working Committee to provide input, critique, and support to the Analysis, Design, Development, and Pilot Testing effort

– – – 2.0 – – –

2. Coordinate logistics for Task 4

• Room arrangements

• Equipment arrangements

• Invitations and information to attendees

• Meal/refreshments

• Final confirmation of invited attendees’ intentions to attend

0.25 – – 1.0 – – –

3. Prepare to conduct Task 4

• Meeting process design • Presentation preparation • “Straw” models/starter prototypes for use

in Task 4

1.0 2.0 2.0 – – – –

4. Conduct meeting 0.5 0.5 – 0.5 0.5 – – 9/28 9/28


Page 9

ISD Project Teams and Roles

Project champion and Project Steering Team (PST)

Analysis Team(s) and Analysis Review Team(s)

Design Team(s) and Design Review Team(s)

Development Team(s)

Pilot-Test Team(s)

ISD Team

For details about the For details about the responsibilitiesresponsibilities of of each role and team, please see the each role and team, please see the

CADDI articleCADDI article ““lean-lean-ISDISDSMSM White Paper” on White Paper” on the CADDI Web sitethe CADDI Web site

For details about the For details about the responsibilitiesresponsibilities of of each role and team, please see the each role and team, please see the

CADDI articleCADDI article ““lean-lean-ISDISDSMSM White Paper” on White Paper” on the CADDI Web sitethe CADDI Web site

Clarify responsibilities of


Page 10

ISD Project Management Philosophies

Find the rightright project champion

Work off a detailed, socialized Project Plan

Find and sell the toughest skeptic(s) and include them on the Project Steering Team

Allow nono surprises for your customers/stakeholders

Allow your customer to make all of the businessbusiness decisions; decisions; T&D should make the ISD decisionsISD decisions

Take allall “bullets” and nono “credits”

Only work on projects with significant ROI


Page 11

ISD Project Management Practices

Preview and presell the plan to the Project Steering Team

Make the customer responsible for project success; they should

- Establish the value/ROI for the project- Sanction/hold/kill the project (as appropriate)- Handpick all project participants- Review all interim documents throughout the project

Use “gate reviews”

Maintain constant communication with the Project Steering Team chairperson (or the individual charged with project management on the customer-side)

Own the “process,” not the “content”


Page 12

Session Summary and Close

Plan in detail and detail the plan

Use a “framework” and a “building block” concept/model

Have a plan structure and format

Partner/collaborate with the customer for planning,

resourcing, and reviewing project activities and outputs

Communicate, and then communicate more

Own the process, not the content - There are more “business decisions” in an ISD project than “instructional design decisions”


Page 13

Additional CADDI Readings/References

On the CADDI Web site“lean-ISD via the PACTSM Processes”

“lean-ISD White Paper”

“The Detailed Project Plan”

Other resourceslean-ISD (book)


Page 14

About CADDI

CADDI, Inc., the Curriculum Architecture Design & Development Institute, Inc., is dedicated to performance-based training & development (T&D) and other performance improvement interventions and methods

Cur r icul um Ar chit ec t ur e Design & Devel opment Inst it ut e, Inc .

CADDI

Cur r icul um Ar chit ec t ur e Design & Devel opment Inst it ut e, Inc .

CADDI

“Gopher” more at CADDI.com


Page 15

About CADDI (continued)

CADDI’s key models

©1999 CADDI, Inc.

PACT Analysis

CADCurriculumArchitecture

DesignSM

MCDModular

Curriculum DevelopmentSM

IADInstructional

ActivityDevelopmentSM

PACT Project Planning and Management

©1999 CADDI, Inc.

PACT AnalysisPACT

Analysis


DesignSM


DesignSM

MCDModular


MCDModular


IADInstructional


IADInstructional


PACT Project Planning and ManagementPACT Project Planning and Management

PP erformance-based

AA ccelerated

CC ustomer-/ Stakeholder-driven

TT raining & Development

PP erformance-based

AA ccelerated

CC ustomer-/ Stakeholder-driven

TT raining & Development

PACT Processes for PACT Processes for T&DT&D

T&D T&D SystemsSystems ViewViewSMSM

Targeting Targeting EPPIEPPISMSM

Targeting Steps

Derive the Enablers and Determine Gaps and Target Improvement Efforts

Map the Processes, Model the Performance, and Target Step 3Efforts

Map the Enterprise and its Systems/ Processes and Target Step 2Efforts

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Project Planning & Management

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