Top Banner
Project Charter EDUC 6145: Project Management: Designing an Electronic Performance Support System Karen Franklin 12/1/2016
27

Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project

Apr 30, 2020

Download

Documents

dariahiddleston
Welcome message from author
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Page 1: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project

Project Charter EDUC 6145: Project Management: Designing an Electronic Performance

Support System

Karen Franklin 12/1/2016

Page 2: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project

Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project Tracking #: 0001 Project Justification: Widgetmart had implemented an operations manual and training for their

employees. Problems arose when this training was on the job and passed from person to person

and region to region with no single standards or single best practices agreement across the

organization. Widgetmart used an old rudimentary text based online reference tool, but there is

now more current technologies that are available to overhaul the training and performance

support of the associates. Overview of Deliverables: Goal is to have a completely integrated system that presents accurate information in the

most concise, reusable form possible. Goal is to embed the knowledge in EPSS software field edits, prompts, and error messages that

provide the necessary knowledge or tools to perform the task on demand or in the background. This allows the managers and associates to focus on tasks that require human intervention, and

not worry on tasks that are more easily completed by the computer. Specific Project Objectives & Success Criteria: Create a system in software that holds

knowledge and best practices of every process embedded in the EPSS software and support

systems. EPSS would have four functions:

Applications with embedded knowledge: data, best practices, and business rules embedded in EPSS software

A reference function: accessible when needed

A job aid function: easy to use job aid that is accessible with handheld devices

A computer-based instruction function: structured information and guidelines designed to help associates internalize the information.

Create a single, seamless package that includes everyone from entry-level shipment processors to

district managers with responsibility for 20-30 stores and include variation of the information for

Widgetmart, Universal Widgets, and Buy More, along with consideration for the various

countries the stores are located.

Page 3: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project

Primary Stakeholders & Roles: Widgetmart, Universal Widgets, and Buy More Regional and

District Managers, SME’s, and Associates

Key Assumptions: Over the years information has been accumulating in both the operations and

training manuals, gathering all the information in one place will be necessary. Consolidating the

information will take time across regions and stores in various countries that may have language

barriers. Cultural sensitivity consideration will be needed when gathering information and

implementing across regions and stores in various countries.

Signatures:

Project Sponsor and/or authorizing manager:

Reference

Ertmer, P.A., Quinn, J.A., Glazewski, K.D., (2014) The ID Casebook: Case Studies in

Instructional Design

Greer, Michael. (2010) The Project Management Minimalist: Just Enough PM to Rock Your

Projects! Retrieved from https://class.waldenu.edu/bbcswebdav/institution/USW1/201720_02/MS_INDT/EDUC_6145/art ifacts/pm-minimalist-ver-3-laureate.pdf

Page 4: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project
Page 5: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project
Page 6: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project
Page 7: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project
Page 8: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project
Page 9: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project
Page 10: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project
Page 11: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project
Page 12: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project
Page 13: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project
Page 14: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project
Page 15: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project
Page 16: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project
Page 17: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project
Page 18: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project
Page 19: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project
Page 20: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project
Page 21: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project
Page 22: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project
Page 23: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project

Project Status Report (Greer, 2010)

Title: Designing an Electronic Performance Support System

Date: 12/8/16

Author: Davey Jones

Accomplishments since Last Report: Online performance support system with four functional areas is moving along as anticipated. The four functional areas: applications with embedded knowledge, a reference function, a job aid function, and a computer-based instruction function have all been rolled out in framework design.

Upcoming Activities: More concentration on development in each functional area will be the

focus of team members. Continued communication on the whole project progress will be

provided. Testing of the technology infrastructure and framework end product will be conducted

and reported out.

Summary of Issues, Concerns, and Recommended Actions: Language translation took longer than anticipated but on track with time line; weaving in cultural sensitivity within the software

also took a little longer than expected due to the number of countries where the stores are located

but on track in development.

Comments:

Group dynamics went smoothly considering each member had not been involved in a project together, especially Instructional Design. Getting the software framework took many drafts before a final one emerged that was workable.

Page 24: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project

Checklist: Keep the Project Moving (Greer, 2010)

Check your Project’s Scope

Review Project Charter, Work Breakdown Structure, Project Scope Statement

Check your Deliverables

Analyze status of each deliverable

Check your Schedule

Examine milestones, key dates, and phases

Analyze Variances by comparing “Estimated” to “Actual”

Review Work Breakdown Structures, Schedule, Effort/Duration table, Cost Estimate

Address Scope Change

Make Project Scope Change Order when necessary

List, Track, and try to resolve open issues

Make list of unresolved issues, revisit list of open issues from last inspection

Revisit potential project risks

Check Risk Management Plan and identify ongoing events or upcoming events those particularly vulnerable to risk

Report Project Status and Communicate Regularly

Communicate with team on perspective of the project, circulate Project Status Report, and utilize Project Communications Planner

Drive for Close-out of Activities and sign-off of Deliverables as Appropriate What can be closed and formally approved? Get approval signatures

Create a List of Lessons Learned

Describe ways subsequent project tasks need to be modified so future difficulties are averted

Complete Appropriate Evaluation Checklists

Complete checklists as needed, file with project documents

Page 25: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project

Project Communications Planner (Greer, 2010)

WHO WHAT WHEN HOW WHO

(RECEIVER) INFORMATION (HOW (FORM/MEDIUM) CREATES &

OFTEN) PUBLISHES

Stakeholders Overview of Once Written Status Project progress monthly Report Manager

Team Members Progress of specific Weekly Informal meeting Project area of Manager

responsibility creates &

publishes

Ellen Tyson Progress of Daily Informal meeting Ellen Tyson Business creates; Project

Applications of Manager

online software publishes

Josie Bednarski Progress of new Daily Informal Meeting Josie Bednarski training system creates; Project

with variations of Manager

three stores publishes

Tim Hosch Progress of Daily Informal meeting Tim Hosch translation creates; Project

variations and Manager

regulatory publishes

compliance

Barry Murphy Progress of change Daily Informal meeting Barry Murphy6 management of creates; Project

systems and Manager

internal marketing publishes

strategy

Team Members Report of testing Bi-weekly Formal meeting Project each identified followed by Manager

function in online written status creates &

software report publishes

District Progress of Bi-weekly Formal meeting Project Managers/Supervisors software followed by Manager

development and written status creates &

each functional area report publishes

Page 26: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project

Project Sign-Off Form (Greer, 2010)

Project Name: Designing an Electronic Performance Support System

I have reviewed the following finished deliverables as of the date identified below:

Fully online Electronic Performance Support System with four functional areas:

Applications with embedded knowledge,

A reference function,

A job aid function

A computer-based instruction function.

I have found these finished deliverables to meet with my approval, with the following exceptions:

None found

For each of the deliverables that are named above as exceptions, we will proceed as follows with the following remedies within the time frames specified:

None needed.

Date: ___12/9/16_______________

Widegetmart V.P.

Widgetmart, Universal Mart, Buy Mart V.P.

Page 27: Project Charter - Karen Rich-franklin€¦ · Project Charter Project Name: Designing an Electronic Performance Support System-ID Case #26 Project Manager: Karen Franklin Project

References

Greer, Michael. (2010). The Project Management Minimalist: Just Enough PM to Rock Your Projects.