PRESTERA MANAGING ELEARNING PROJECTS …AND OTHER MYSTERIES OF LIFE eLearning Guild Online Forums July 26, 2012, 1:15- 2:30 Gus Prestera, PhD Learning & Performance Strategist [email protected] www.presterafx.com
Managing eLearning Projects
Nov 03, 2014
Instructional designers are often called upon to act as project leads and project managers on e-learning projects, yet they rarely receive formal project management training. There are unique project management issues related to e-learning and unique ways of adapting project management techniques and tools to address those issues. In this 2012 webinar I delivered at an eLearning Guild Online Forum, I discuss a variety of best practices related to managing stakeholders; managing process dependencies, collaborations, and handoffs; and managing quality issues related to interactivity, media, and contextualization.
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PRESTERA FX
MANAGING ELEARNING PROJECTS…AND OTHER MYSTERIES OF LIFE
eLearning GuildOnline Forums
July 26, 2012, 1:15-2:30
Gus Prestera, PhD
Learning & Performance [email protected]
www.presterafx.com
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Check out my blog!www.presterafx.com/wordpress
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The PM’s Mission:
• On Quality• On Time• On Budget
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GoldBetaAlphaDesign
Courseware Development Process
Project Initiation
Pre-Kickoff Kickoff
Content Analysis
DSD Storyboards
Storyboard Approval
Look & Feel
Develop Mockups
Develop Framework
DevelopFunctionality
Initial LMS Integration Testing
DevelopPrototype
Still Graphics
Scratch Audio
Video
Audio
Final LMS Integration Testing
Testi
ng
Testi
ng
Testi
ng
Closeout
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Technologies:Complex mix of process, development, and delivery technologies
Learning Management System (LMS)
Microsoft Project
Adobe PhotoShop
Adobe Flash
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Technologies:Complex mix of process, development, and delivery technologies
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GD
GD
GDID
Core Team
Team Composition:Eclectic mix of disciplines, personalities, and expertise
Project
IDL GDL
DEL
PM
ID
StakeholdersDE
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Team Composition:Eclectic mix of disciplines, personalities, and expertise
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Stakeholders:Generally more of them and most are not tech-savvy or learning-savvy
IT DepartmentLegal/Compliance
Marketing DepartmentThe Boss!
The Learner
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Stakeholders:Generally more of them and most are not tech-savvy or learning-savvy
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What PMs manage…
1. Manage Stakeholders– Educate– Consult– Negotiate
2. Manage Process– Dependencies – Collaborations– Handoffs
3. Manage Quality– Interactivity– Media– Contextualization
1.
2.
3.
Standby: OQAR
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MANAGING STAKEHOLDERS
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Managing Stakeholders
1. Assess & map the roles and needs of stakeholders
2. Educate stakeholders about the process
3. Help them understand what you need from them
4. Don’t commit to something without consulting your team
5. Negotiate…don’t give up something for nothing
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What you may give up• Do more work• Incur a delay• Absorb a delay (work faster)• Allow additional review cycles• Expand number of reviewers• Allow out of scope changes
What you should aim to get• Gratitude*• More time• Additional funding• Other concessions
*Gratitude can later be traded in for concessions
Negotiating with
Stakeholders
GiveTake
&
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The Off-shoring of ISD 16
Project Plans vs. Milestone Reports
3/21/2012
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MANAGING PROCESS
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Focus on…
Be proactive about managing chokepoints in the process
1. Minimize dependencies by enabling parallel workflows2. Where people need to collaborate, provide structure and guidance3. Where there are handoffs, promote over-communication4. When people need to review or test, micro-manage that process
to minimize rework, churn, and delays5. Shorten communication cycles at critical points—War Room!6. Build buffer and contingencies into high-risk areas
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Structure collaborations
Build in buffer
Promote parallel workflows
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Be clear about handoffs & reviews
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Approval Matrix
The Approval Matrix
Approvals Intermediate Work Products T
imelin
e
Reso
urc
es
Co
urs
e
Req
uir
em
en
ts
Co
nte
nt
Sco
pe
Co
urs
e D
esig
n
Co
urs
e
Co
nte
nt
Co
urs
e
Mate
rials
Project Plan
Resource Plan
Requirements Document
Design Document
Task Analysis Document
Guides & Slides
Project Initiation -----------------------------------------> Project Conclusion
Approved
Not Approved
Source: effectPerformance Statement of Work
Alpha
Storyboards
As projects unfold and work products are reviewed, the scope of changes should get narrower.
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MANAGING QUALITY
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You gotta have some standards!
Design Standards Writing Standards
Client Requirements - Clearly state client requirements and address them in your design.
Goal Alignment - Clearly state business and performance goals. Align learning objectives and instructional design strategies to these goals.
Contextualization – Make course content meaningful and relevant to the audience to engage audience and facilitate transfer of skills to the workplace. Contextualization elements can include workplace examples of effective and ineffective practices, samples of good and bad work products, frequently asked questions, common errors that occur in the workplace as well as scenario-based exercises, vignettes, mini-cases, and cases.
Interactivity - Make interactions instructionally useful. Strive to make interactivity meaningful, not just abundant, to your target audience.
Media - Make media choices (about the user interface, graphics, audio, etc.) that are instructionally useful, support the content, and maintain appropriately high production values.
Evaluation - Make evaluation choices that are in alignment with client requirements as well as business and performance goals.
Clarity - Avoid surprises. Document design decisions and implications with enough clarity to avoid potential rework—such that clients can understand the design and be held accountable for sign-off.
Structure - Write content that facilitates understanding and is logically sequenced.
Style - Use strategies that ensure clear, concise and professional writing; use the active voice, apply specific and concrete wording, omit needless words, and allow time to review and revise your own writing.
Diction - Use accepted grammar, spelling, punctuation and terminology.
Consistency - Be consistent in the way you apply similar lesson structures, terminology and formatting across the document and related documents.
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What Drives Quality in eLearning?
Higher levels generally require more:
• Input from SMEs, target audience, and other stakeholders
• Iteration to refine the details
• Time to research content, design, storyboard, produce, review
• Cost
PRESTERA FX
MANAGING ELEARNING PROJECTS…AND OTHER MYSTERIES OF LIFE
eLearning GuildOnline Forums
July 26, 2012, 1:15-2:30
Gus Prestera, PhD
Learning & Performance [email protected]
www.presterafx.com
PRESTERA FX
32
Check out my blog!www.presterafx.com/wordpress
PRESTERA FX
The Off-shoring of ISD 333/21/2012
ONLINE QUALITY ASSURANCE REVIEWEROQAR
Standby
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PERFORMANCE DEVELOPMENT GROUP | 610.827.9595
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http://w
ww
.bevenourprestera.com/bprojects/bp03_200/
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PERFORMANCE DEVELOPMENT GROUP | 610.827.9595
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PERFORMANCE DEVELOPMENT GROUP | 610.827.9595
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PERFORMANCE DEVELOPMENT GROUP | 610.827.9595
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PERFORMANCE DEVELOPMENT GROUP | 610.827.9595
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PRESTERA FX
PERFORMANCE DEVELOPMENT GROUP | 610.827.9595
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PRESTERA FX
PERFORMANCE DEVELOPMENT GROUP | 610.827.9595
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PERFORMANCE DEVELOPMENT GROUP | 610.827.9595
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