Client, project, project initiation
Client, project, project initiation
Agenda
1
2
3
4
5
6
Introductions (5 minutes)
– Review of agenda
– Roles
– Ground rules
Project definition (25 minutes)
– Background
– Audience
– Objectives and key messages
– Expectations and constraints
Project lifecycle (15 minutes)
– Instructional design and development process
– Controls
Timescales and risks (10 minutes)
Project team (5 minutes)
Review of meeting points and actions (5 minutes)
3
NameNameNameName – project lead and instructional designer
NameNameNameName – technical lead
Client name Client name Client name Client name –––– role
Client name Client name Client name Client name –––– role
Roles
4
Ground rules
One conversation at a timeOne conversation at a timeOne conversation at a timeOne conversation at a time
One topic at a timeOne topic at a timeOne topic at a timeOne topic at a time
EveryoneEveryoneEveryoneEveryone’’’’s contribution is valueds contribution is valueds contribution is valueds contribution is valued
Issues that canIssues that canIssues that canIssues that can’’’’t be resolved today will be t be resolved today will be t be resolved today will be t be resolved today will be ‘‘‘‘parkedparkedparkedparked’’’’
No interruptions from outsideNo interruptions from outsideNo interruptions from outsideNo interruptions from outside
5
Background
Client nameClient nameClient nameClient name’’’’ssss background and situationbackground and situationbackground and situationbackground and situation
Why have you decided to initiate this project now?Why have you decided to initiate this project now?Why have you decided to initiate this project now?Why have you decided to initiate this project now?
What is the business need for this project?What is the business need for this project?What is the business need for this project?What is the business need for this project?
6
Audience
Who is the key audience?Who is the key audience?Who is the key audience?Who is the key audience?
What characterises the typical learner?What characterises the typical learner?What characterises the typical learner?What characterises the typical learner?
7
Objectives and key messages
What are the key points you want to make?What are the key points you want to make?What are the key points you want to make?What are the key points you want to make?
What topics should the course cover?What topics should the course cover?What topics should the course cover?What topics should the course cover?
Learning outcomes Learning outcomes Learning outcomes Learning outcomes –––– active, behavioural, testableactive, behavioural, testableactive, behavioural, testableactive, behavioural, testable
Are there any relevant materials you could provide us with?Are there any relevant materials you could provide us with?Are there any relevant materials you could provide us with?Are there any relevant materials you could provide us with?
8
Expectations and constraints
Course duration and toneCourse duration and toneCourse duration and toneCourse duration and tone
Technical considerationsTechnical considerationsTechnical considerationsTechnical considerations
Stakeholder engagement, expectations and availabilityStakeholder engagement, expectations and availabilityStakeholder engagement, expectations and availabilityStakeholder engagement, expectations and availability
Desired end dateDesired end dateDesired end dateDesired end date
9
Review
10
Instructional design and development process
Project initiation
Pre kick-off Kick-offProject initiation
documents (PDD, CC, LMS spec)
Instructional design
Content outlineLook and feelStoryboards (draft
and final)
Development
Interim Flash
releases
Project close
Customer feedback form
Client team post-project review
Internal post-project review
Gold release
Video or photo shoots
Pilot and LMS
testing
Audio release
Project management
and quality
assurance
11
� Weekly progress meetings/calls
� Commitment calendar
� Project definition document
� Change control procedure
Controls
12
Change control
*All changes are
accepted via the
change log
*The change log is
sent out with each
release
13
Your datesYour datesYour datesYour dates (12 to 16 weeks typical for 1 hour course)
Constraints Constraints Constraints Constraints – availability
Realistic review and turnaround timesRealistic review and turnaround timesRealistic review and turnaround timesRealistic review and turnaround times
How we planHow we planHow we planHow we plan – commitment calendar
RisksRisksRisksRisks
Timescales and risks
14
The commitment calendar
Minor content
revisions only after
this point
No revisions after
this point
This is the final
release to your
systems
15Course released onto the LMS / ready for end users to begin using the course.1 dayProject manager, technical leadGold release / go live
Confirm that all previously requested changes have been made. Check that the
audio matches the course content. 1 dayProject managerFinal check release (with audio)
No further changes can be accepted after pilot feedback without incurring
extra costs and impacting on timescales. 3 days
Project sponsor, project manager,
pilot group, technical leadFinal change requests
Collate feedback from pilot group and add to change log. Test the course on the
LMS.
� Have you begun the internal communications cycle?
1 weekProject sponsor, project manager,
pilot group, technical leadPilot release and LMS test
Confirm that you are happy with the style and functionality of the Flash build. Give
feedback in the provided change log on functionality, usability and correspondence
to the storyboards. � Have you contacted the pilot group to arrange pilot testing
and the LMS team to arrange testing?
1 weekProject manager, stakeholdersInterim release
Check and confirm future feedback dates are viable for all project members.
� Have you found a pilot group of end users?1 dayProject manager
Revised commitment calendar (if
required)
Give feedback in the provided change log on content, the language and tone used,
structure, flow and style of the storyboard. This is the crucial point for agreeing the
textual content of the course.
1 weekProject sponsor, project manager,
SMEs, stakeholdersFinal storyboards (all units)
Provide feedback in the provided change log on content, the language and tone
used, structure, flow and style of the storyboard.
�Have you arranged a face to face meeting with Saffron to review the final
storyboards?
3 daysProject manager, SMEsDraft storyboard
(1 unit)
Check that the proposal fits your branding guidelines, is appropriate for your
audience and that you like the colours, style and layout.1 dayProject manager, branding teamLook and feel proposal
Check that the project content and scope are accurate and that all your
requirements are included.1 day
Project sponsor, project manager,
SMEs, technical leadProject definition document
Confirm that the feedback dates are viable for all project members.1 dayProject sponsor, project manager,
stakeholders, SMEs, technical leadCommitment calendar
To do listReview time
Who’s involved?Deliverable / milestone
A guide to milestones
16
Project sponsorProject sponsorProject sponsorProject sponsor (Client)
Project managerProject managerProject managerProject manager (Client)
Subject matter expertsSubject matter expertsSubject matter expertsSubject matter experts (Client)
Technical lead Technical lead Technical lead Technical lead (Client)
Project team
Project directorProject directorProject directorProject director (Saffron)
Operations directorOperations directorOperations directorOperations director (Saffron)
Project leadProject leadProject leadProject lead (Saffron)
Instructional designersInstructional designersInstructional designersInstructional designers (Saffron)
Technical leadTechnical leadTechnical leadTechnical lead (Saffron)
17
Review and questions
Any questions?Any questions?Any questions?Any questions?
Action pointsAction pointsAction pointsAction points
Thank you!
Third Floor, Gray’s Inn House
127 Clerkenwell Road
London EC1R 5DB
Tel: 020 7092 8900
Fax: 020 7242 2757
Email: [email protected]
www.saffroninteractive.com