Project Planning and Management for ISD Projects ©2001 CADDI, Inc. P-1031 9/6/01 Page 1
Project Planning and Managementfor ISD Projects
presentation to
Purdue’s Educational Technology ProgramSeminar Series
September 6, 2001
Project Planning and Project Planning and ManagementManagementfor ISD Projectsfor ISD Projects
presentation to
Purdue’s Educational Technology ProgramSeminar Series
September 6, 2001
Guy W. WallaceGuy W. Wallacepartnerpartner
CADDI, Inc.CADDI, Inc.
Guy W. Wallace is now accessible viawww.eppic.biz
Guy W. Wallace is now accessible viawww.eppic.biz
From the Project Files of Guy W. Wallace…From the Project Files of Guy W. Wallace…
Project Planning and Management for ISD Projects ©2001 CADDI, Inc. P-1031 9/6/01 Page 2
Session Introduction
Performance ContextPerformance ContextAs professional ISDers, you will occasionally have to plan and manage ISD projects
Session ObjectivesSession ObjectivesTo provide you with an overview of my approach to ISD projectplanning and management
AgendaAgendaOpen and speaker backgroundPlanning frameworkPlanning concepts and modelsPlan structure and formatProject teams and rolesProject management philosophiesProject management practicesQ&A and close
Project Planning and Management for ISD Projects ©2001 CADDI, Inc. P-1031 9/6/01 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 twoindustry jobs (Wickes Lumber andMotorola)
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
Project Planning and Management for ISD Projects ©2001 CADDI, Inc. P-1031 9/6/01 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”
Both God and the devil are in the detailsBothBoth God and the devil are in the detailsGod and the devil are in the detailsNote:
Project Planning and Management for ISD Projects ©2001 CADDI, Inc. P-1031 9/6/01 Page 5
ISD Project Planning Framework
Use a “process model” for your planning framework
ADDIE . . . The Traditional ISD ModelADDIE . . . The Traditional ISD Model
CADDICADDI’’s MCDs MCD
= Project Steering Team gate review meetings
©1999 CADDI, Inc.
MCD Phase 4
Development/Acquisition
MCD Phase 6
Revision & Release
MCD Phase 1Project
Planning & Kick-off
MCD Phase 2
Analysis
MCD Phase 3
Design
MCD Phase 5
Pilot Test
©1999 CADDI, Inc.
MCD Phase 4
Development/Acquisition
MCD Phase 4
Development/Acquisition
MCD Phase 6
Revision & Release
MCD Phase 6
Revision & Release
MCD Phase 1Project
Planning & Kick-off
MCD Phase 1Project
Planning & Kick-off
MCD Phase 1Project
Planning & Kick-off
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
Project Planning and Management for ISD Projects ©2001 CADDI, Inc. P-1031 9/6/01 Page 6
ISD Project Planning Concepts and ModelsA “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
Project Planning and Management for ISD Projects ©2001 CADDI, Inc. P-1031 9/6/01 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.
Project Planning and Management for ISD Projects ©2001 CADDI, Inc. P-1031 9/6/01 Page 8
ISD Project Plan Structure and Format
Project Plan Structure
1. Purpose and goals
2. Background and rationale
3. Scope
4. Approach and methods
5. Project phases andmilestones
6. Outputs and deliverables
7. Roles and responsibilities
8. Project tasks, roles, and schedule
Project Plan SProject Plan Structuretructure
1. Purpose and goals
2. Background and rationale
3. Scope
4. Approach and methods
5. Project phases andmilestones
6. Outputs and deliverables
7. Roles and responsibilities
8. Project tasks, roles, and schedule
KEY: CADDI, Inc.GW = Guy WallacePH = Pete HybertPS = Production Support
TMC CorporationPM = Project managerPT = Project TeamPP = Pilot Participants
Project Plan Task Chart Project Plan Task Chart FFormatormatEstimated Days Required
CADDI, Inc. TMC CorporationSchedule
Project TasksGW 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
Project Planning and Management for ISD Projects ©2001 CADDI, Inc. P-1031 9/6/01 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 TeamFor details about the responsibilities of each role and team, please see the CADDI article “lean-ISDSM
White Paper” on the CADDI Web site
For details about the For details about the responsibilitiesresponsibilities of each role of each role and team, please see the CADDI articleand team, please see the CADDI article ““leanlean--ISDISDSMSM
White PaperWhite Paper”” on the CADDI Web siteon the CADDI Web site
ProjectProjectSteering Steering
TeamTeamAnalysisAnalysis
TeamTeamDesignDesignTeamTeam Development
DevelopmentTeamTeam PilotPilot--Test Test
TeamTeamProject Project
ISD TeamISD TeamProjectProjectSteering Steering
TeamTeam
ProjectProjectSteering Steering
TeamTeamAnalysisAnalysis
TeamTeamAnalysisAnalysis
TeamTeamDesignDesignTeamTeam
DesignDesignTeamTeam Development
DevelopmentTeamTeamDevelopment
DevelopmentTeamTeam PilotPilot--Test Test
TeamTeamPilotPilot--Test Test
TeamTeamProject Project
ISD TeamISD TeamProject Project ISD TeamISD Team
Clarify responsibilities of
Project Planning and Management for ISD Projects ©2001 CADDI, Inc. P-1031 9/6/01 Page 10
ISD Project Management PhilosophiesFind 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 businessbusinessdecisions;decisions; T&D should make the ISD decisionsISD decisions
Take allall “bullets” and nono “credits”
Only work on projects with significant ROI
Project Planning and Management for ISD Projects ©2001 CADDI, Inc. P-1031 9/6/01 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 Teamchairperson (or the individual charged with project management on the customer-side)
Own the “process,” not the “content”
Project Planning and Management for ISD Projects ©2001 CADDI, Inc. P-1031 9/6/01 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”
Project Planning and Management for ISD Projects ©2001 CADDI, Inc. P-1031 9/6/01 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)
Project Planning and Management for ISD Projects ©2001 CADDI, Inc. P-1031 9/6/01 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
Curriculum Architecture
Design & Development Institute, Inc.
CADDI
Curriculum Architecture
Design & Development Institute, Inc.
CADDI
“Gopher” more at CADDI.com
Project Planning and Management for ISD Projects ©2001 CADDI, Inc. P-1031 9/6/01 Page 15
About CADDI (continued)
CADDI’s key models
©1999 CADDI, Inc.
PACT Analysis
CADCurriculum
ArchitectureDesignSM
MCDModular
Curriculum DevelopmentSM
IADInstructional
ActivityDevelopmentSM
PACT Project Planning and Management
©1999 CADDI, Inc.
PACT Analysis
PACT Analysis
CADCurriculum
ArchitectureDesignSM
CADCurriculum
ArchitectureDesignSM
MCDModular
Curriculum DevelopmentSM
MCDModular
Curriculum DevelopmentSM
IADInstructional
ActivityDevelopmentSM
IADInstructional
ActivityDevelopmentSM
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 T&DPACT Processes for T&D T&D T&D SystemsSystems ViewViewSMSM Targeting EPPITargeting EPPISMSM
Targeting Steps
Derive the Enablers and Determine Gaps and Target Improvement Efforts
Map the Processes, Model the Performance, and Target Step 3 Efforts
Map the Enterprise and its Systems/ Processes and Target Step 2 Efforts
STEP
1
STEP
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3
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Human Asset RequirementsHuman Asset Requirements
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Map the Enterprise and its Systems/ Processes and Target Step 2 Efforts
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Guy W. Wallace is now accessible viawww.eppic.biz
Guy W. Wallace is now accessible viawww.eppic.biz
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