High Five Learning, Employee Ethics Project Plan

PROJECT PLAN EMPLOYEE ETHICS TRAINING

FOR

HEALTH CARE COOPERATIVE

STREET ADDRESS

CITY, STATE ZIP CODE

5/12/13

PREPARED BY

HIGH FIVE! LEARNING

High Five! Learning Project Plan for Employee Ethics Training Project ~ Health Care Cooperative

Copyright 2013 High Five! Learning. All Rights Reserved. 1 of 18

TABLE OF CONTENTS INTRODUCTION ................................................................................................................................ 2

PROJECT MANAGEMENT APPROACH ................................................................................................ 2

PROJECT SCOPE ................................................................................................................................ 2

MILESTONE LIST .............................................................................................................................. 3

SCHEDULE BASELINE AND WORK BREAKDOWN STRUCTURE .......................................................... 4

CHANGE MANAGEMENT PLAN ......................................................................................................... 5

COMMUNICATIONS MANAGEMENT PLAN ......................................................................................... 6

HIGH FIVE! LEARNING PROJECT TEAM DIRECTORY FOR ALL COMMUNICATION ............................. 7

MAJOR PROJECT MILESTONES ......................................................................................................... 8

COST MANAGEMENT PLAN .............................................................................................................. 8

PROJECT APPROVAL AND AUTHORIZATION TO PROCEED ................................................................. 9

PROCUREMENT MANAGEMENT PLAN ............................................................................................... 9

PROJECT SCOPE MANAGEMENT PLAN .............................................................................................. 9

SCHEDULE MANAGEMENT PLAN .................................................................................................... 10

QUALITY MANAGEMENT PLAN/EVALUATION ................................................................................ 11

RISK MANAGEMENT PLAN ............................................................................................................. 12

RISK REGISTER .............................................................................................................................. 12

STAFFING MANAGEMENT PLAN ..................................................................................................... 13

RESOURCE CALENDAR ................................................................................................................... 15

COST BASELINE ............................................................................................................................. 15

COST BASELINE BY SCHEDULE ...................................................................................................... 16

QUALITY BASELINE ....................................................................................................................... 16

SPONSOR ACCEPTANCE .................................................................................................................. 17



INTRODUCTION As an industry leader, providing business services for health care providers, Health

Care Cooperative (HCC) is committed to conducting their business affairs ethically and

in compliance with all of the laws that govern their operations. Investing in excellent

annual employee training that is relevant, collaborative and highly engaging is one way

HCC accomplishes this.

However, with the increase in costs associated with conducting the annual off-site

meeting and training events, HCC is looking for alternatives that are more affordable

and still effective to train employees. The solution(s) must simulate the training events

at the annual meeting in terms of collaboration and discussion forums. The experience

must prepare employees so that on average, 99% of the time customer surveys indicate

that employees deal with every-day situations effectively by doing the right thing.

The goal of this project is to achieve these standards for HCC with the deliverables outlined

below and within the framework laid out by this document. High Five Learning plans to

complete this project with our five-step process.

PROJECT MANAGEMENT APPROACH The Project Manager, Shana Schwarz, has the overall authority and responsibility for managing

and executing this project according to this Project Plan. The project team will consist of

personnel from the HCC IT and Human Resources staff and High Five! Learning instructional

design team. The project manager will work with all resources to perform project planning. All

project management plans will be reviewed and approved by the project sponsor. All funding

decisions will also be made by the project sponsor. Any delegation of approval authority to the

project manager should be done in writing and be signed by both the project sponsor and project

manager.

The project team includes members from the HCC staff and High Five! Learning. The High

Five! Learning staff assigned to this effort will be 100% dedicated to this project. However, the

HCC employees assigned to this project will contribute no more than 20% of their work time at

the peak of this project. The project manager is responsible for communicating with

organizational managers on the progress and performance of each project resource.

PROJECT SCOPE Through this Employee Ethics Training project, Health Care Cooperative (HCC) informs and

defines what is expected from employees during the daily work routine in the following two

areas:

1. Ethical and personal conduct with clients and coworkers 2. Appropriate use of company assets

To accomplish the successful delivery and integration of these two courses, High Five! Learning

will accomplish the following:



Deliver two self-paced online training modules with one hour of seat time each, replacing the current on-premise training with a more efficient mode of delivery. These

two courses will be developed in Articulate Storyline and will include the following:

New content with scenarios specific to HCC

Approximately 60 screens of instruction each

A minimum of 10 quiz questions each

Audio throughout the entire course

Interactions at minimum every third screen

A three minute introduction video each and additional videos throughout the course where appropriate

HCC will receive the Articulate Storyline source code, media source files, and any additional source files used to create the course.

Implement Litmos, a hosted web-based learning management system. This solution has an intuitive interface for maintaining course materials and easy reporting and tracking

capabilities for course completions, assessments and surveys.

Provide project management throughout the entire effort. The project management function will connect HCC and High Five! with formal communications. This role will

oversee daily work efforts, mitigate risks, keep the budget in check, and manage

regularly scheduled meetings. Ultimately, this role will keep the project on track.

Provide two dedicated instructional design resources to design develop and deliver the courses based on industry best practices. While collaborating with your subject matter

experts (SMEs) these resources will write new content for both courses.

Train one of your staff on the Litmos solution. The skills your staff will attain from this training include uploading and assigning new online courses, creating and delivering

aggregate responses to surveys. Training will be limited to the existing canned reporting

available through Litmos.

This project will not include:

Ongoing support of the Litmos solution.

Articulate Storyline licenses.

Updates to the courses once the project has been closed out.

Audio retakes or updates once the project has been closed out.

MILESTONE LIST The below chart lists the major milestones for the Employee Ethics Training Project. This chart

is comprised only of major project milestones such as completion of a project phase or gate

review. There may be smaller milestones, which are not included on this chart but are included

in the project schedule and WBS. If there are any scheduling delays which may impact a

milestone or delivery date, the project manager must be notified immediately so proactive

measures may be taken to mitigate slips in dates. Any approved changes to these milestones or

dates will be communicated to the project team by the project manager.



Milestone Description Date

Complete Initiation Phase Requirements gathering and kickoff

All requirements for Employee Ethics Training must be determined to base design upon. 5/16/13

Complete Strategy Phase Sign off on Project Agreement and Plan.

5/25/13

Complete Analysis Phase Conduct SME/Learner Interviews and content gathering Collect all existing collateral to be used to create content.

6/1/13

Complete Design and Build Phase

This is the theoretical design for the course and its online functionality. This includes importing employee data for user login to Litmos, technology implementation, course templates and storyboards. All branding for Litmos and course templates completed resulting in course prototype.

7/2/13

As part of the Design and Build Phase, complete the first draft in beta mode available to HCC for review and feedback

Completed beta version of both courses. This includes training for HCC employee on how to: update courses, run reports, create and run surveys.

7/2/13

Complete Implement Phase Complete validation of changes and initiate second round of review if needed. Complete testing and QA of final course, assessments and survey. Deliver aggregate of survey to HCC for final approval

8/1/13

Project Conclusion Receive final signoff on project. 8/15/13

SCHEDULE BASELINE AND WORK BREAKDOWN STRUCTURE The Work Breakdown Structure (WBS) for the Employee Ethics Training Project is comprised

of work packages, which do not exceed 40 hours of work but are at least 4 hours of work. Work

packages were developed through close collaboration among project team members and

stakeholders with input from functional managers and research from past projects.

The Employee Ethics Training Project schedule was derived from the WBS and Project Charter

with input from all project team members. The schedule was completed, reviewed by the Project

Sponsor, and approved and base-lined. The schedule will be maintained as a MS Project Gantt

Chart by the Employee Ethics Training Project Manager. Any proposed changes to the schedule

will follow High Five! Learning change control process. If established boundary controls may

be exceeded, a change request will be submitted to the Project Manager. The Project Manager

and team will determine the impact of the change on the schedule, cost, resources, scope, and

risks. If it is determined that the impacts will exceed the boundary conditions then the change

will be forwarded to the Project Sponsor for review and approval. The boundary conditions are:

Cost Performance Index (CPI) less than 0.8 or greater than 1.2

Schedule Performance Index (SPI) less than 0.8 or greater than 1.2

Note: Below 0.8 could mean the project is falling behind schedule. Above 1.2 could indicate the project is ahead

of schedule.

If the change is approved by the Project Sponsor then it will be implemented by the Project

Manager who will update the schedule and all documentation and communicate the change to all

stakeholders in accordance with the Change Control Process.

The Project Schedule Baseline and Work Breakdown Structure are provided below. Tasks may

be worked on in sequence or at the same time.



CHANGE MANAGEMENT PLAN The following steps comprise High Five! Learnings organization change control process for all projects and will be utilized on the Employee Ethics Training project:

Step #1: Identify the need for a change (Any Stakeholder)

Requestor will submit a completed High Five! Learning change request form to the

project manager

Step #2: Log change in the change request register (Project Manager)

The project manager will maintain a log of all change requests for the duration of the

project

Step #3: Conduct an evaluation of the change (Project Manager, Project Team, Requestor)

The project manager will conduct an evaluation of the impact of the change to cost, risk,

schedule, and scope

Step #4: Submit change request to Change Control Board (CCB) (Project Manager)

The project manager will submit the change request and analysis to the CCB for review

HCC Employee Training

1.0

Initiation

1.1 Project Initiation

Document

(1 week)

1.2 Collect Requirements

(4 days)

1.3 Project Kickoff Prep,

Meeting and follow-up

(1 week)

1.4

Communication Plan Initiated, End Stage

Report and Next Stage Plan

(1 week)

2.0

Strategy

2.1

Project Agreement

(5 days)

2.2

Project Plan

(1 week)

2.3 Revise Project Plan,

Scheduling and Logistics Work

(1 week)

2.4

End Stage Report and Next Stage

(4 hours)

3.0

Analysis

3.1 Instructional Design

Document (4 days)

3.2

Research Topics

(4 days)

3.3

ISD Methodology

(4 days)

3.4 Gather Course Content

and SME Interviews (1 week)

3.5

Create List of Topics to be taught

(1 week)

4.0

Design and Build

4.1 Course Outline,

Objectives and Quizzes (1 week)

4.2 Implement Technology

Phase 1 (1 week)

4.3

Implement Technology

Phase 2 (1 week)

4.4 Regular Project Meetings,

and Deliverables (1 week)

4.5 Managing Project AIs,

Resources, Deliverables (1 week)

4.6

Course Templates and Prototype (3 days)

5.0

Implement

5.1

Technology and Course Review (1 week)

5.2

QA Technology and Courses (1 week)

5.3

Pilot Technology and Courses (1 week)

5.4

Implement Evaluation Plan (3 days)

5.6

Train ing for SME

(1 week)



Step #5: Change Control Board decision (CCB)

The CCB will discuss the proposed change with HCC key stakeholders and decide

whether or not it will be approved based on all submitted information

Step #6: Implement change (Project Manager)

If a change is approved by the CCB, the project manager will update and re-baseline

project documentation as necessary as well as ensure any changes are communicated to

the team and stakeholders

Any team member or stakeholder may submit a change request for the Employee Ethics Training

Project. The Employee Ethics Training Project Sponsor will chair the CCB and any changes to

project scope, cost, or schedule must meet his approval. All change requests will be logged in

the change control register by the Project Manager and tracked through to completion whether

approved or not.

A denial by the project sponsor for the major change request must be provided to the project

manager in writing, and should include an explanation such as:

Extends timelines beyond contingency schedule

Exceeds cost beyond agreed upon threshold

Request is beyond original scope

COMMUNICATIONS MANAGEMENT PLAN This Communications Management Plan sets the communications framework for this project. It

will serve as a guide for communications throughout the life of the project and will be updated as

communication requirements change. This plan identifies and defines the roles of all project

team members as they pertain to communications. It also includes a communications matrix,

which maps the communication requirements of this project, and communication conduct for

meetings and other forms of communication. A project team directory is also included to

provide contact information for all stakeholders directly involved in the project.

The Project Manager will take the lead role in ensuring effective communications on this project.

The communications requirements are documented in the Communications Matrix below. The

Communications Matrix will be used as the guide for what information to communicate, who is

to do the communicating, when to communicate it, and to whom to communicate.

Communication Type Description Frequency Format Participants/

Distribution Deliverable Owner

Weekly Status Report Email summary of

project status Weekly Email

Project Sponsor, Team and Stakeholders

Status Report Project Manager

Weekly Project Team Meeting

Meeting to review action register and

status Weekly In Person Project Team

Updated Action Register

Project Manager

Project Monthly Review (PMR)

Present metrics and status to team and

sponsor Monthly Connect

Project Sponsor, Team, and HCC

Stakeholders

Status and Metric Presentation

Project Manager

Project Gate Reviews Present closeout of project phases and kickoff next phase

As Needed Connect Project Sponsor, Team and HCC Stakeholders

Phase completion report and phase

kickoff Project Manager

Instructional Design Review

Review of any instructional design deliverables or work associated with the

project

As Needed In Person Project Team Instructional

Design Package Project Manager



HIGH FIVE! LEARNING PROJECT TEAM DIRECTORY FOR ALL COMMUNICATION Name Title E mail Office Phone Cell Phone

Kenny Hirschman Project Sponsor [email protected] 405-333-2424 405-333-1234

Shana Schwarz Project Manager shana.schwarz@ HFL.edu 234-234-2344 234-234-1234

Margo Bedford Senior Instructional Designer

margo.bedford@ HFL.edu 719-510-1234 719-253-2333

Bob Beedle Instructional Designer [email protected] 719-510-1233 719-254-3333

Gina Mehra Instructional Technology Specialist

[email protected] 303-552-2039 303-552-3000

Meeting Format for Formal Meetings:

The meetings conducted between High Five! Learning and HCC will be conducted in Adobe

Connect. Adobe Connect accommodates a larger audience and offers the ability to share files,

use webcams, take notes, poll attendees, etc. All meetings will include the following topics:

Progress since previous meeting (or quick introductions in the first meeting)

Plans for work until the next meeting

Feedback on work completed

Change suggestions (see Change Management section)

Questions/Answers

The meetings will be moderated by the Project Manager for timeliness (time limit shall be 1

hour, unless noted), with longer discussions or items not applicable to the group at large being

tabled or diverted into smaller session meetings so that these meetings can be kept to an hour.

The Project Manager will record all meetings, archive them in Adobe Connect, take notes during

the meeting (or delegate them as necessary), and deliver a summary of the minutes to all

stakeholders for review.

Meeting Format for Informal Meetings:

For quick questions and answers between High Five! Learning and HCC, phone calls are the

preferred method of communication, as long as the topics do not involve changes or major issues

for the project/product. If something of a sensitive or urgent nature does arise between meetings,

a formal meeting request and can should be made to the Project Manager who can call a meeting

to address the topic at hand.

Project Meeting Schedule for Major Milestones:

May 16, 2013: Project Kick-Off Meeting, followed by Authorization to Proceed exchange

May 25, 2013: Sign off on project agreement and project plan

June 1, 2013: Analysis phase completed, all source materials for content development are gathered.

July 2, 2013: Design and Build phase is complete with LMS (Litmos) ready, course templates complete and storyboards complete.

July 25, 2013: Project Design and Build Phase is way completed. Both courses are delivered for one-week beta review.

August 10, 2013: Validation of changes in progress and QA in final phase.

August 15, 2013: Final signoff on project and project close.



MAJOR PROJECT MILESTONES Milestone Description Date

Complete Initiation Phase Requirements gathering and kickoff

All requirements for Employee Ethics Training must be determined to base design upon. 5/16/13

Complete Strategy Phase Sign off on Project Agreement and Plan.

5/25/13

Complete Analysis Phase Conduct SME/Learner Interviews and content gathering Collect all existing collateral to be used to create content.

6/1/13

Half- way point for Design and Build Phase

This is the theoretical design for the course and its online functionality. This includes importing employee data for user login to Litmos, technology implementation, course templates and storyboards. All branding for Litmos and course templates completed resulting in course prototype.

7/2/13

As part of the Design and Build Phase, complete the first draft in beta mode available to HCC for review and feedback

Completed beta version of both courses. This includes training for HCC employee on how to: update courses, run reports, create and run surveys.

7/25/13

Complete Implement Phase Complete validation of changes. Complete testing and QA of final course, assessments and survey. Deliver aggregate of survey to HCC for final approval

8/10/13

Project Conclusion Receive final signoff on project. 8/15/13

*Meeting will end with sign-off sheet from HCC accepting product as-is, or be followed up with

a change agreement for minor and/or mutually agreed upon changes within project scope.

Email:

All email pertaining to the Employee Ethics Training Project should be professional, free of

errors, and provide brief communication. Email should be distributed to the correct project

participants in accordance with the communication matrix above based on its content. All

attachments should be in one of the organizations standard software suite programs and adhere to established company formats. If the email is to bring an issue forward then it should discuss

what the issue is, provide a brief background on the issue, and provide a recommendation to

correct the issue. The Project Manager should be included on any email pertaining to the

Employee Ethics Training Project.

COST MANAGEMENT PLAN The Project Manager will be responsible for managing and reporting on the projects cost throughout the duration of the project. The Project Manager will present and review the projects cost performance during the monthly project status meeting. Using earned value calculations, the

Project Manager is responsible for accounting for cost deviations and presenting the Project

Sponsor with options for getting the project back on budget. All budget authority and decisions,

to include budget changes, reside with the Employee Ethics Training Project Sponsor.

For the Employee Ethics Training Project, control accounts will be created at the fourth level of

the WBS, which is where all costs and performance will be managed and tracked. Financial

performance of the Employee Ethics Training Project will be measured through earned value

calculations pertaining to the projects cost accounts. Work started on work packages will grant that work package with 50% credit; whereas, the remaining 50% is credited upon completion of

all work defined in that work package. Costs may be rounded to the nearest dollar and work

hours rounded to the nearest whole hour.



Cost and Schedule Performance Index (CPI and SPI respectively) will be reported on a monthly

basis by the Project Manager to the Project Sponsor. Variances of 10% or +/- 0.1 in the cost and

schedule performance indexes will change the status of the cost to yellow or cautionary. These

will be reported and if its determined that there is no or minimal impact on the projects cost or schedule baseline then there may be no action required. Cost variances of 20%, or +/- 0.2 in the

cost and schedule performance indexes will change the status of the cost to red or critical. These

will be reported and require corrective action from the Project Manager in order to bring the cost

and/or schedule performance indexes back in line with the allowable variance. Any corrective

actions will require a project change request and be must approved by the CCB before it can be

implemented.

Earned value calculations will be compiled by the Project Manager and reported at the monthly

project status meeting. If there are indications that these values will approach or reach the

critical stage before a subsequent meeting, the Project Manager will communicate this to the

Project Sponsor immediately.

PROJECT APPROVAL AND AUTHORIZATION TO PROCEED Project approval and Authorization to Proceed (ATP) is requested at the end of the first formal

meeting, with a document signed by both parties being received to both companies by courier.

All changes to the original agreement must be submitted in the form of a Change Request in a

Formal Meeting (see next page).

PROCUREMENT MANAGEMENT PLAN The Project Manager will provide oversight and management for all procurement activities under

this project. The Project Manager is authorized to approve all procurement actions up to

$10,000. Any procurement actions exceeding this amount must be approved by the Project

Sponsor.

While this project requires minimal or no procurement, in the event procurement is required, the

Project Manager will work with the project team to identify all items or services to be procured

for the successful completion of the project. The Project Manager will then ensure these

procurements are reviewed by the Program Management Office (PMO) and presented to the

contracts and purchasing groups. The contracts and purchasing groups will review the

procurement actions, determine whether it is advantageous to make or buy the items or resource

required services internally, and begin the vendor selection, purchasing and the contracting

process.

In the event a procurement becomes necessary, the Project Manager will be responsible for

management any selected vendor or external resource. The Project Manager will also measure

performance as it relates to the vendor providing necessary goods and/or services and

communicate this to the purchasing and contracts groups.

PROJECT SCOPE MANAGEMENT PLAN Scope management for the Employee Ethics Training Project will be the sole responsibility of

the Project Manager. The scope for this project is defined by the Scope Statement, and Work



Breakdown Structure (WBS). The Project Manager, Sponsor, and Stakeholders will establish and

approve documentation for measuring project scope, which includes deliverable quality

checklists, and work performance measurements.

Proposed scope changes may be initiated by the Project Manager, Stakeholders or any member

of the project team. All change requests will be submitted to the Project Manager who will then

evaluate the requested scope change. Upon acceptance of the scope change request the Project

Manager will submit the scope change request to the Change Control Board and Project Sponsor

for acceptance. Upon approval of scope changes by the Change Control Board and Project

Sponsor the Project Manager will update all project documents and communicate the scope

change to all stakeholders. Based on feedback and input from the Project Manager and

Stakeholders, the Project Sponsor is responsible for the acceptance of the final project

deliverables and project scope.

The Project Sponsor is responsible for formally accepting the projects final deliverable. This acceptance will be based on a review of all project documentation, testing results, beta trial

results, and completion of all tasks/work packages and product functionality.

SCHEDULE MANAGEMENT PLAN Project schedules for the Employee Ethics Training Project will be created using MS Project

starting with the deliverables identified in the projects Work Breakdown Structure (WBS). Activity definition will identify the specific work packages, which must be performed to

complete each deliverable. Activity sequencing will be used to determine the order of work

packages and assign relationships between project activities. Activity duration estimating will be

used to calculate the number of work periods required to complete work packages. Resource

estimating will be used to assign resources to work packages in order to complete schedule

development.

Once a preliminary schedule has been developed, it will be reviewed by the project team and any

resources tentatively assigned to project tasks. The project team and resources must agree to the

proposed work package assignments, durations, and schedule. Once this is achieved the project

sponsor will review and approve the schedule and it will then be base lined.

In accordance with High Five! Learning organizational standard, the following will be

designated as milestones for all project schedules:

Completion of Initiation

Completion of Strategy

Completion of Analysis

Completion of Design and Build

Project implementation Roles and responsibilities for schedule development are as follows:

The project manager will be responsible for facilitating work package definition, sequencing, and

estimating duration and resources with the project team. The project manager will also create the

project schedule using MS Project and validate the schedule with the project team, stakeholders,



and the project sponsor. The project manager will obtain schedule approval from the project

sponsor and baseline the schedule.

The project team is responsible for participating in work package definition, sequencing,

duration, and resource estimating. The project team will also review and validate the proposed

schedule and perform assigned activities once the schedule is approved.

The project sponsor will participate in reviews of the proposed schedule and approve the final

schedule before it is base lined.

The project stakeholders will participate in reviews of the proposed schedule and assist in its

validation.

QUALITY MANAGEMENT PLAN/EVALUATION The quality evaluation of the project and products is based on a Standard Survey and Cost

Effectiveness Analysis.

To ensure that stakeholders are satisfied with project progress, a survey using likert style test

questions will be sent out via email on a bi-weekly basis, measuring satisfaction on a scale from

1-10 (with 10 meaning complete satisfaction) in the following categories:

Timeliness of project deliverables

Communication of progress

Ease of communication

Results so far

Overall project satisfaction

Once the product has been delivered, High Five! Learning will complete and deliver a Cost

Effectiveness Analysis to HCC based on the following possibilities:

Decreased Cost, Increased Effectiveness

Decreased Cost, Decreased Effectiveness

Increased Cost, Increased Effectiveness

Increased Cost, Decreased Effectiveness

The overall goal of the project is to deliver a product that rests squarely in the Decreased Cost,

Increased Effectiveness quadrant, and the product will not be deemed successful without meeting

that objective. By ensuring that staff no longer has to travel for the training in question and by

teaching the material in a way that is both easy to understand and recyclable,

High Five! Learning will demonstrate just how this product can achieve that result for HCC.

As with the quality management section, both the project and product will undergo quality

assurance checks throughout the process and after the product is delivered. These quality

checks will be performed by each member of the project team, HCC staff involved with the

project, and ultimately, the learners who will be interacting with the product.

Here are the categories for QA, along with their assigned reviewers:



Content: Will be reviewed by HCC staff that have been through training or are knowledgeable in the subject matter (SME) upon creation and after each revision.

Design: Designers and the Project Manager will review the course design to check for consistency and effectiveness. Members of HCC staff will give approval of design to

ensure branding is handled correctly.

Usability: All stakeholders and members of project design team will be given the chance to review the course to check for seamlessness of usability and overall course flow.

Content/Design/Usability (Full Package): Will be reviewed by all stakeholders and members of the project team upon completion and after each review. Will also be reviewed

by a small sample of test users.

In addition, High Five! Learning will also conduct a post-delivery program evaluation plan and

project review. While the project review results will be used internally for High Five! Learning,

results will be shared upon request for future work or referrals. To evaluate the program

efficiency, we will compare test results from before the project and after to gauge how well the

deliverables have helped the staff retain the curriculum. The evaluation will be a straight

percentage comparison (what percentage of learners did better on the tests after going through

our training than before), while the project review will be based on the milestones and

deliverables outlined in this document. With a reasonable window around deadlines, we will

check to see how well we stayed on pace and how well the client responded based on survey

responses and overall happiness with the project at each stage and upon completion.

RISK MANAGEMENT PLAN The approach for managing risks for the Employee Ethics Training Project includes a methodical

process by which the project team identifies, scores, and ranks the various risks. Every effort

will be made to identify risks proactively, ahead of time in order to implement a mitigation

strategy from the projects onset. The most likely and highest impact risks were added to the project schedule to ensure that the assigned risk managers take the necessary steps to implement

the mitigation response at the appropriate time during the schedule. Risk managers will provide

status updates on their assigned risks in the bi-weekly project team meetings, but only when the

meetings include their risks planned timeframe.

Upon the completion of the project, during the closing process, the project manager will analyze

each risk as well as the risk management process. Based on this analysis, the project manager

will identify any improvements that can be made to the risk management process for future

projects. These improvements will be captured as part of the lessons learned knowledge base.

RISK REGISTER

The Risk Register for this project is provided below:

Risk Type

Risk Likelihood (1-3)

Impact (1-3)

Control (1-3)

*Risk Index (1-3)

Actions to prevent risk from occurring

Contingency for dealing with risk if it occurs

Project Client does not approve content and requests

3 3 1 9 Attempt to get as many revisions done in the first round of testing and conduct thorough interviews

The HCC Content SME will review course outlines, topics and objectives. Upon signing off on the course objectives, SME



multiple revisions, beyond original expectations.

with follow-ups as necessary. agrees to the content being written to the approved objectives. In the event the content High Five Learning delivers is not acceptable, the HCC Content SME will step in and produce content.

Project Abrupt loss of project team member

2 3 1 6 Check in with all teammates prior to project commencement about importance of staying for the duration of project; offer completion bonus

Utilize out-sourcing, new staff or pay current staff overtime until replacement can be found.

Product LMS fails mid-session

1 3 1 3 Test course in LMS repeatedly; have LMS tech support number easily accessible

Find new LMS if problem is recurring. Keep all course work in Captivate to load in another LMS as necessary

Project Slow communication between client, High Five! Learning

2 3 3 2 Identify back-up points of contact within HCC in case primary is unavailable.

Explain importance of timely response to move forward with project; remind contacts of milestone dates.

Product Audio fails to work as expected

1 3 2 1.5 Test audio on different computer types and in multiple web browsers.

Include complete text along with audio so that learners have a back up.

Product Reviews show that course fails to meet objectives

1 3 2 1.5 Review courses against determined objectives throughout process to make sure both are in sync.

Re-do sections as needed to ensure proper match-up of course content and deliverables.

Project Captivate error causes work loss

1 3 3 1 Back-up all work at regular intervals; set alarm in internal calendar for reminders.

STAFFING MANAGEMENT PLAN This project will be managed in a matrix style management structure. The project will be staffed

by four full-time personnel employed by HCC: A project manager, two instructional designers,

and an instructional technologist. These staff will be dedicated to this project, full time.

Additionally, the project matrix staff will include at least two HCC staff to include: 1. An IT

network security person, and 2. subject mater expert on HCCs ethics policies and procedures.

Within the table below are the details of staff needed for this project.

Name Relevant Work Experience Educational Background Tasks to be Performed

Shana Schwarz, Project Manager

Shana is a proven project Management professional with over 10 Years eLearning Project Management experience specifically in Health Care. References available.

PMP Project Management Institute. MA ILT University of Colorado at Denver

All PM Responsibilities:

Manage the project with complete follow-through.

Daily workflow

Provide clear communication and updates to project sponsor and stakeholders on a daily basis

Effectively manage resources, budget and timeline

Maintain expected level of quality

Proactively communicate and resolve risks and escalate when needed

Margo Bedford Margo is our lead Instructional Designer. She is familiar with many different authoring tools and is an expert in Adobe Captivate, the High Five! Learning tool of choice. With clean designs that are both aesthetically pleasing and educationally sound, her role will be to plan, design and build the course while overseeing the rest of the team. References available

MA ILT University of Colorado at Denver

Develop one eLearning module following the Analysis, Design, Develop, Implement, Evaluate methodology

Write and edit content for the eLearning module

Create a reusable Captivate template and author the eLearning



module in Captivate

Adhere to Instructional Design best practices for best learner experience.

Import and edit audio as required

Work with peer Instructional Designer to implement instructional design best practices and reuse learning objects

Bob Beedle Our second Instructional Designer and Lead Developer will take on the role of carrying out the plan laid out by the lead Instructional Designer to ensure that all content is consistent throughout both courses. References available.

MA ILT University of Colorado at Denver

Develop one eLearning module following the Analysis, Design, Develop, Implement, Evaluate methodology

Write and edit content for the eLearning module

Follow the reusable Captivate template and author the eLearning module in Captivate

Adhere to Instructional Design best practices for best learner experience Import and edit audio as required

Work with peer Instructional Designer to implement instructional design best practices and reuse learning objects

Gina Mehra Gina has experience in both small and large LMS implementations from Moodle to SumTotal and of course Litmos. He is tasked with the configuration and implementation of the technology that will allow your employees to access and collaborate online and your management staff who will track employee-training status. References available.

BS University of Maryland

LMS Configuration (employee data, branding, incorporate business rules for navigation and reporting)

Domain Name Configuration

Voice Talent

We have a selection of voice over talent you will choose from for each course. We use only reputable, select audio talent.

College students from We Voice Online.

Record Voice Over

Deliver .mp3 file

HCC IT Staff IT Network Security from HCC. NA Address network security issues

Address IP and URL for LMS

HCC Content SME Human Resources personnel familiar with ethics policies and issues being addressed in the training modules.

NA Provide expertise and application of ethics policies within HCC Review content as it is developed

The Employee Ethics Training Project will consist of a matrix structure with support from two

HCC staff members. All work will be performed internally. Staffing requirements for the

Employee Ethics Training Project include the following:

Project Manager (1 position) responsible for all management for the Employee Ethics Training Project. The Project Manager is responsible for planning, creating, and/or managing all work

activities, variances, tracking, reporting, communication, performance evaluations, staffing, and

internal coordination with functional managers.

Senior Instructional Designer (1 position) responsible for oversight of all instructional design and development tasks for the Employee Ethics Training Project as well as ensuring online

course and learning management system (LMS) functionality is compliant with quality

standards. Responsible for working with the Project Manager to create work packages, manage

risk, manage schedule, identify requirements, and create reports. The Senior Instructional

Designer will be managed by the Project Manager who will provide performance feedback to the

functional manager at High Five! Learning.



Instructional Designer (1 position) responsible for instructional design and development the Employee Ethics Training Project. All instructional design tasks will be reviewed by the Senior

Instructional Designer prior to implementation. Responsibilities also include assisting with risk

identification, determining impacts of change requests, and status reporting. The Instructional

Designer will be managed by the Project Manager and feedback will be provided to the

functional manager for performance evaluations by the Project Manager and Senior Instructional

Designer.

Instructional Technologist (1 position) responsible for assisting the Project Manager in creating quality control and assurance standards. The Senior Instructional Designer is also responsible

for maintaining quality control and assurance logs throughout the project. The Instructional

Technologist will be managed by the Project Manager who will also provide feedback to the

functional manager for performance evaluations.

The Project Manager will negotiate with all necessary High Five! Learning functional managers

in order to identify and assign resources for the Employee Ethics Training Project. All resources

must be approved by the appropriate functional manager before the resource may begin any

project work. The project team will not be co-located for this project and all resources will

remain in their current workspace.

RESOURCE CALENDAR The Employee Ethics Training Project will require all High Five! Learning project team

members for the entire duration of the project although levels of effort will vary as the project

progresses. The Project is scheduled to last approximately three months with standard 40-hour

workweeks. If a project team member is not required for a full 40-hour workweek at any point

during the project, their efforts outside of the Employee Ethics Training Project will be at the

discretion of their Functional Manager.

COST BASELINE The cost baseline for the Employee Ethics Training project includes all budgeted costs for the

successful completion of the project.

Resource Level of

Effort (in hours)

Cost to Complete Indirect Costs General & Administrative

Cost

Project Manager 160 per mo.

(160x3 months=480) hours x $80.00 = $38,400.00

WebEx and Phone costs for Project Meetings $1,000.00

$38,400.00 $ 1,000.00

Sr. Instructional Designer 140 hours $70.00x2x100= $14,000 Based on 1 hour of seat time. 70 development hours for every one hour of seat time and two months to complete.

$14,000.00

Instructional Designer 140 hours $60.00x2x100= $12,000 Based on 1 hour of seat time. 60 development hours for every one hour of seat time and two months to

$12,000.00



complete.

LMS Implementer 80 hours 80 hours x $65.00 = $5,200 Based on High Five! Learning experience with typical implementation of Litmos System.

Plus $3,300 for one-year Litmos Subscription $100.00 Domain Name Purchase for LMS. This amount will be paid directly to the vendors.

$5,200.00

$3,400.00

$8,600.00

Voice Over Talent 20 20 hours x $65.00 = $1,300

$1,300

HCC IT Staff 10 10 Hours Dedicated time with LMS Implementer

HCC Content SME 40 40 Hours Dedicated time with Instructional Designer

Anticipated Initial Cost Totals:

TOTAL Initial Anticipated Cost:

$75,000.00

COST BASELINE BY SCHEDULE Project Phase Budgeted Total Comments

Initiation $13,902 Includes work hours for all project team members for gathering requirements and planning project

Strategy $7,682 Includes work hours for all project team members for work on Employee Ethics Training project approach and plan

Analysis $16,097 Includes all work hours for collecting source content

Design and Build $20,489 Includes all work hours for setting up the LMS, templates and storyboarding and launching the beta course

Implementation $16,829 Includes all work hours for transition to deliver in the production environment and project closeout

QUALITY BASELINE The Employee Ethics Training Project must meet the quality standards established in the quality

baseline. The quality baseline is the baseline, which provides the acceptable quality levels of the

Employee Ethics Training Project. The software must meet or exceed the quality baseline values

in order to achieve success.

Item Acceptable Level Comments

Ethics and Acceptable Use course content Content must be 100% compliant with internal HCC policies and procedures

Determined by HCC subject matter expert

Learning Management System (LMS) Less than 1% failure by employees logging into the LMS. 99% of the time HCC employees will not experience login issues with the LMS.

Password reset feature must be employed and working properly

Training HCC employee will be 100% ready and fully trained to assume responsibility for LMS reporting and survey duties

No support needed for running reports and creating and deploying a survey



SPONSOR ACCEPTANCE

Approved by the Project Sponsor:

__________________________________________ Date: ___________________

Kenny Hirschman

This free Project Management Plan Template is brought to you by www.ProjectManagementDocs.com

High Five Learning, Employee Ethics Project Plan

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