0
UEO Project Implementation Document - V1.1 6/1/2004

Table of Contents


Version History
Project Initiation Document V0 28...
1. Purpose of the document
This is the Project Initiation Document for the JISC part-funded Union Education Online Project...
3. UEO project deliverables, with indicative (not yet approved) resource allocation
Deliverables, with due dates, completi...
Proj.   Description of              Generic value for      Date(s) due      Date(s) com-   Lead    Involving       Days of...
Proj.   Description of            Generic value for     Date(s) due      Date(s) com-   Lead    Involving       Days of   ...
Proj.   Description of              Generic value for      Date(s) due      Date(s) com-   Lead     Involving     Days of ...
Proj.   Description of            Generic value for      Date(s) due    Date(s) com-   Lead     Involving   Days of   Diss...
Proj.   Description of     Generic value for   Date(s) due   Date(s) com-   Lead   Involving     Days of   Dissem. ££   Co...
4. Project management and team
Management

Project Director, Manager, and Coordinator
Doug Gowan, CEO of the Open Learning...
Team
Individuals whom we expect will play a key role in the project are listed alphabetically by first name in the table b...
Name          Job title/role           Role in project                    Relevant experience
Iain Howie    Stow College I...
5. Project Communications
In addition to the three-weekly telephone conferences referred to in project management above, t...
8. Risk Assessment
Risk                                      Severity   Likelihood   Countermeasures
1. Loss of key person...
9. Budget and GANTT chart
Budget
           This is V3 of the budget, approved by Paul Bailey w.b. 17/11/2003. (Note. This...
Full
UEO Reworked Budget - V3                         project   Y1                 Y2
WebCT upgrade                 £8,225...
GANTT chart
         This outline GANTT is divided between Project Management and Reporting and Project Deliverables. To
 ...
10.Appendix – The Diagram from Hell


                                                                    User interaction...
Upcoming SlideShare
Loading in...5
×

Purpose of the document

580

Published on

Published in: Technology, Business
0 Comments
1 Like
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total Views
580
On Slideshare
0
From Embeds
0
Number of Embeds
0
Actions
Shares
0
Downloads
3
Comments
0
Likes
1
Embeds 0
No embeds

No notes for slide

Transcript of "Purpose of the document"

  1. 1. UEO Project Implementation Document - V1.1 6/1/2004 Table of Contents Version History Project Initiation Document V0 28/11/2003; V0.2 2/12/2003; V0.3 3/12/2003; V0.9 15/12/2003; V1.0 18/12/2003 Project Implementation Document V1.1 6/1/2004 (this document) UEO Project Implementation Document Page 1 of 17 06/01/2004 03:28:00 PM purpose-of-the-document3293.doc
  2. 2. 1. Purpose of the document This is the Project Initiation Document for the JISC part-funded Union Education Online Project (UEO). Its purpose is to provide a one-stop overview of key aspects of UEO for all involved in UEO, including the project team, the UEO internal evaluator, the JISC Programme-level Evaluators, and Paul Bailey, JISC Programme Manager. The document will be updated regularly by the Project Manager, and once signed off by JISC, is owned by the Project Steering Group. 2. Project aims The aims of UEO are as follows. 1. Capture know-how from previous and current JISC funded MLE-related projects and initiatives, in particular those of the Shell Project (http://www.shellproject.net/). 2. Build on the extensive track-record of Tameside College in the transfer of data between student record system and MLE, taking particular account of its recent experience in the “dispersed learning model” of Tameside’s Treasury-funded Passport to Learning project. 3. Apply this to a medium scale, UK-wide development involving adult work- and home-based online learners, an industry-based national training provider (TUC), a national awarding body (NOCN), a large non-FE learning partnership, and a number of FE institutions. 4. Achieve reliable, secure, production-quality, interoperation between: • a small number of individual college student record systems and a centrally hosted learning materials, discussion-support system, and portfolio-building and viewing system; • the TUC’s online application system, a small number of individual college student record systems, and the centrally hosted learning materials, discussion-support system, and portfolio-building and viewing system. 5. Enable a national awarding body (NOCN), which is active in England, Wales, Scotland and Northern Ireland, to develop and trial systems and procedures for the effective quality assurance of on-line learners’ work against nationally agreed standards of achievement. 6. Resolve the management and/or cultural and/or institutional and/or business issues that will inevitably arise during a radical implementation of the kind planned, documenting these (and their solutions) for dissemination purposes, taking full account of funding and organisational issues as they relate to Wales and Scotland. 7. Disseminate project findings within the JISC community and more widely. UEO Project Initiation Document Page 2 of 17 06/01/2004 03:28:00 PM purpose-of-the-document3293.doc
  3. 3. 3. UEO project deliverables, with indicative (not yet approved) resource allocation Deliverables, with due dates, completion dates, and allocation of responsibility and involvement. Items in grey completed at last update of this document.. Proj. Description of Generic value for Date(s) due Date(s) com- Lead Involving Days of Dissem. ££ Consultncy £ Notes – last updated Init. deliverable the JISC pleted effort £ 2/12/2003 Doc. community 1 Project Plan and Will provide a clear Version 0 for 18/12/2004 Seb All 2 0 0 Budget approved by Paul Budget = Project overview of the 3/12/2003 Bailey w.b. 17/11/2003 Initiation Document. project for the Glasgow community. Meeting Version 1 for sign-off by 1/1/2004 2 Partnership Potential for re-use Q3 2003 17/11/2003 Gavin Seb 1 0 0 Agreement distributed in similar projects to partners 3 Vendor Agreement Potential for re-use Q3 2003 4/12/2003 Seb OLP (Peter) 4 0 0 4 Software upgrade Limited Q4 2003 OLP Andrew 2 0 0 (Peter) (Tameside) 5.1 to “How to” guides which Usable by Spaced out Seb TBA 6 1000 0 Number, focus and timing 5.n address Aims 3 & 4. providers, between Q3 (pro to be agreed during Q1 awarding-bodies 2004 and Q2 tem) 2004, and revised in the etc wishing to apply 2005 light of progress. Resource or modify the allocation assumes 2 such project’s approach. guides UEO Project Initiation Document Page 3 of 17 06/01/2004 03:28:00 PM purpose-of-the-document3293.doc
  4. 4. Proj. Description of Generic value for Date(s) due Date(s) com- Lead Involving Days of Dissem. ££ Consultncy £ Notes – last updated Init. deliverable the JISC pleted effort £ 2/12/2003 Doc. community 6 Developed and tested Partly internal, and Q1 or possibly Seb, TBA depending 10 500 2350 This is a cornerstone of the schemas deriving from partly an aid to Q2 2004 Doug on results of project, and a lot of work is the single schematic project and initial work hidden within it. contained at the end of dissemination. Iain, Budget provides for buy-in Section 1 of the Dave of diagramming expertise. proposal (the “diagram from hell” - Appendix). National differences The first, in the form of between Scotland England “walk-throughs”, to and Wales are likely to show human and emerge from this process. business relationships, Walkthroughs to involve the second to show “individual users” and data flows, and to “representatives of derive from the first. organisations”, and likely to include: learner, tutor, moderator, TUC course administrator, course manager, auditor or other “external scrutiniser”. UEO Project Initiation Document Page 4 of 17 06/01/2004 03:28:00 PM purpose-of-the-document3293.doc
  5. 5. Proj. Description of Generic value for Date(s) due Date(s) com- Lead Involving Days of Dissem. ££ Consultncy £ Notes – last updated Init. deliverable the JISC pleted effort £ 2/12/2003 Doc. community 7 Model data-protection V1 internal to Version 1 Q1 Gavin Peter. Jackie 4 0 2350 Budget provides for buy-in statement to regulate project 2004 of data protection know- sharing of learner data how. New DCA website will V2 reusable within Version 2 Q3 between partners. be of use. the JISC 2004 community BS8788 may address (see Deliverable 11 below). This Deliverable is contingent on Deliverable 6 and will also influence Deliverable 6. National differences between Scotland England and Wales are likely to emerge from this process. 8 Dry-run delivery of a Overall proof of March 2004 to Brian Tony, OLP, 10 0 1000 Use new TUC Work Life TUC short course project feasibility June 2004, Tameside Balance Course, involving using UEO partnership with materials Tony Fletcher from uploaded Sheffield College. during Have to do this in a way January, and which does not “offend” tutors being data-protection trained during requirements. February 2004 Possible use of Netskills WebCT tutor-training materials Presumes that course delivery and initial conversion separately funded UEO Project Initiation Document Page 5 of 17 06/01/2004 03:28:00 PM purpose-of-the-document3293.doc
  6. 6. Proj. Description of Generic value for Date(s) due Date(s) com- Lead Involving Days of Dissem. ££ Consultncy £ Notes – last updated Init. deliverable the JISC pleted effort £ 2/12/2003 Doc. community 9 Provision taking place Proof of project Q3 2004 Iain Jackie, and 10 0 1500 NB Aug/Sep 2004 Stow which meets Aim 4 in feasibility others TBA change-over from Femis to relation to one TUC Capita systems. Phasing course and Stow details will be supplied by College’s student Iain. record system. Presumes that course delivery and conversion separately funded 10 Provision taking place Proof of project Q1 2005 Seb TBA 20 0 4960 Presumes that course which meets Aims 4 feasibility (pro delivery and conversion and 5 in relation to a tem) separately funded wide range of TUC courses, and several providers, and NOCN. 11.1 A LIP “implementation V1 internal to Version 1 Q3 Seb Peter 5 0 0 BS8788 “UKLeaP” due as and and conformance project 2004 (pro Draft for Public Comment 11.2 guide” structured to fit tem) Q2 2004 V2 reusable within Version 2 Q1 the processes of TUC the JISC 2005 Education. community 12 “Invitation to tender” to Reusable. Q2 2004 with Jackie Seb 4 0 0 be the NI, and Welsh a view to it The issue of the partner colleges, and applying in ITT will provide a the second English relation to novel means of one. September dissemination the 2004 provision work of the project. 13.1 Outline Service Level V1 internal to Version 1 Q2 Jackie Rest to be 5 0 0 Feasibility of the and Agreements covering project 2004 agreed agreements within these 13.2 all the service deliverables is a crucial V2 reusable within Version 2 Q1 relationships in issue. the JISC 2005 Deliverable 3. community. UEO Project Initiation Document Page 6 of 17 06/01/2004 03:28:00 PM purpose-of-the-document3293.doc
  7. 7. Proj. Description of Generic value for Date(s) due Date(s) com- Lead Involving Days of Dissem. ££ Consultncy £ Notes – last updated Init. deliverable the JISC pleted effort £ 2/12/2003 Doc. community 14.1 Project annual reports. Usable by Q2 2004 and Seb Doug 3 0 0 and providers, Q2 2005 14.2 awarding-bodies etc wishing to apply or modify the project’s approach. 15.1 2 dissemination For providers, Nov 2004 and Febs TBA 10 1500 0 Focus and precise timing to and events, referred to in awarding-bodies June 2005. and be agreed during Q1 2004, 15.2 Section 5 of the etc wishing to apply Jackie and revised in the light of original proposal or modify the progress which the project project’s approach. makes. 16.1 Project websites External – to Q4 2003 15.1 Seb Febs 3 0 0 and publicise the 24/10/2003 16.2 project and relevant 15.2 deliverables to the 24/10/2003 community. Internal – as a project document store TOTAL 99 3000 12160 UEO Project Initiation Document Page 7 of 17 06/01/2004 03:28:00 PM purpose-of-the-document3293.doc
  8. 8. Proj. Description of Generic value for Date(s) due Date(s) com- Lead Involving Days of Dissem. ££ Consultncy £ Notes – last updated Init. deliverable the JISC pleted effort £ 2/12/2003 Doc. community UNCOMMITTED 0 1000 2000 Uncommitted Consultancy ££ actually higher than this because WebCT consultancy not deployed Various budget lines not committed at all e.g. Training, Contingency Project Management days (40), and JISC Programme Days (40) not accounted for. UEO Project Initiation Document Page 8 of 17 06/01/2004 03:28:00 PM purpose-of-the-document3293.doc
  9. 9. 4. Project management and team Management Project Director, Manager, and Coordinator Doug Gowan, CEO of the Open Learning Partnership is Project Director. Seb Schmoller, who currently also manages the TUC’s Online Learning Strategy implementation is Project Manager, reporting to Doug Gowan, supported by Jackie Williams, TUC Education and Training Officer, who is Project Coordinator. Steering Group Project Steering Group (PSG) meets twice per year. Its membership is the Project Director and the Project Manager, Paul Bailey from the JISC, Liz Rees, TUC National Training and Education Officer, Gavin Macdonald, Stow College Vice Principal, Dave Rippon, Chief Executive of The Open College Network (TROCN) representing NOCN, and Andrew Quarmby, Tameside College e-Learning Manager. It is chaired alternately by Liz Rees and Gavin Macdonald. The PSG’s remit is to: • steer the project; • resolve any strategically significant issues which emerge during the course of the project; • sign off major project deliverables; • sign off progress reports to JISC; • authorise any significant deviations from the project plan. Project Implementation Group The Project Implementation Group (PIG) comprises the individuals who during the period in question are actively engaged in doing the work of the project. It functions through quarterly face-to-face meetings, email, and three-weekly 1 hour telephone conferences. It is chaired by the Project Director or Project Manager, depending on availability. The PIG’s remit is to: • produce project deliverables on time and to a high standard; • deal with operational issues which emerge during the course of the project; • highlight any strategically significant issues which will require attention from the PSG; • identify any issues which need to be raised with the JISC programme-evaluators. UEO Project Initiation Document Page 9 of 17 06/01/2004 03:28:00 PM purpose-of-the-document3293.doc
  10. 10. Team Individuals whom we expect will play a key role in the project are listed alphabetically by first name in the table below. During the course of the project, membership of the Project Implementation Group (PIG) will vary with the changing focus of the project. Project Steering Group (PSG) membership will remain constant. Name Job title/role Role in project Relevant experience Andrew e-Learning Manager • PSG member • Fluent and experienced in large-scale single institution roll-out WebCT Quarmby • Tameside lead • Chairs Steering Group for Treasure-funded Passport to Learning Project • WebCT implementation • Project Manager for Round 1 JISC MLE (FE) Interoperability Pilot advisor Brian Head of Trade Union • PIG member • Core member of the TUC’s online course development team. Corrigan Education Department at • Curriculum specialist • Member of the TUC’s Online Learning Strategy Steering Group. Stow College • Manages 70% of all TUC Online delivery in Scotland. • MSc in Information Technology. Carol Learning Materials • PIG member Experienced e-learning materials designer and WebCT design tutor. Howells Developer • OLP Content implementation lead Dave Dave Rippon, Chief • PSG member Lead NOCN Officer for TUC qualifications. Rippon Executive of The Open • NOCN lead College Network (TROCN) Doug Chief Executive of the • Project Director Formerly: Gowan Open Learning • OLP lead • Communications Director PCS (major public sector civil service trade union); Partnership • Director TUC National Education Centre/ Head of TUC Course Development Unit. Febornia TUC Web Officer • PIG member Responsible within TUC for editorial, and technical development of the TUC’s learning services William (Learning Services) • Interoperation lead for web site. TUC Gavin Stow College Vice • Co-chair of the PSG • Member of the Network Group of the Glasgow Colleges Group, and of the Scottish Macdonald Principal • Stow lead Further Education Funding Council’s Statistics Advisory Group. • Senior manager • Strategic manager for ICT at Stow College. responsible for the contractual relationship between the consortium and JISC/JCLT UEO Project Initiation Document Page 10 of 17 06/01/2004 03:28:00 PM purpose-of-the-document3293.doc
  11. 11. Name Job title/role Role in project Relevant experience Iain Howie Stow College ICLT • PIG member • Application of learning technologies to Stow curricula Development Manager • Learning Technology • Provides technical and academic support to SFC's e-projects and initiatives Specialist • Experienced in network installation, data-security and website administration Irene NOCN External • PIG member NOCN External Assessor Magrath Assessor • NOCN moderation and accreditation lead Jackie TUC Education & • PIG member • Core member of the TUC’s online course development team. Williams Training Officer • Project Coordinator TUC • Member of the TUC’s Online Learning Strategy Steering Group. course registration lead • Manages online registration process. Jay TUC Administrative Project administration Experienced in current process of online registration for TUC online courses Sreedhare Assistant n Kevin Duffy Head of Trade Union • PIG member • Core member of the TUC’s online course development team. Studies at Tameside • Curriculum specialist • Responsible for a large and varied programme of TUC courses. College Liz Rees TUC National Education • Project Sponsor • Responsible to the TUC General Secretary for the direction and scope of TUC Education. & Training Officer • Co-chair of the PSG • Chair of the TUC’s Online Learning Strategy Steering Group. • TUC lead Peter Network Developer • PIG member Extensive experience in setting up, developing and supporting ILT networks, and managing a Lyons • OLP interoperation lead WebCT installation. Seb Half-time Executive Project Manager Managing the TUC’s Online Learning Strategy Development Project Schmoller Secretary of ALT, and Formerly: online learning • member of the JISC Committee for Content Services; consultant to the TUC • Learning Technology Development Manager at The Sheffield College where he was responsible for the creation of the LeTTOL course, and managed Sheffield College’s input in the Reading/Sheffield/Newark Interoperability Pilot; • Head of South Yorkshire Trade Union Studies Centre. Tony Manager of Sheffield • Co-opted member of LeTTOL trained; experienced developer of web-based learning materials for use in TUC courses. Fletcher Trade Union Studies PIG (Dec 2003) Centre • Content development specialist UEO Project Initiation Document Page 11 of 17 06/01/2004 03:28:00 PM purpose-of-the-document3293.doc
  12. 12. 5. Project Communications In addition to the three-weekly telephone conferences referred to in project management above, the Project Manager will produce: • a (short!) three-weekly highlight report for use by the PIG and for noting by the PSG; • a quarterly progress report to JISC for sign-off by the PSG. The project will maintain 2 simple web sites, one – http://www.jiscmail.ac.uk/files/UEO – will serve as secure area for internal documents, the other – http://www.tuc.org.uk/ueo/ – will be public. A JISCMAIL list, with membership including Paul Bailey of the JISC, will be used to facilitate discussion and information flow within the project. 6. Dissemination The public web site will provide the underlying basis for disseminating the work of the project. Deliverables 12-16 have a significant dissemination component. 40 person days of project effort have been allocated to participation in X-programme activities all of which have a dissemination component. 7. Evaluation A number of project deliverables involve self-evaluation, for example 5 and 15. In addition, an external evaluator will be appointed to the project during January 2004, with 4% of the project budget set against this activity. Contract to require the external evaluator to negotiate the focus and structure of the evaluation with the Project Director and Project Manager, taking account of the success-criteria determined by the project team on 28/11/2003, and of any opportunities for cross-project evaluation, for sign off by the Project Steering Group, prior to starting work. UEO Project Initiation Document Page 12 of 17 06/01/2004 03:28:00 PM purpose-of-the-document3293.doc
  13. 13. 8. Risk Assessment Risk Severity Likelihood Countermeasures 1. Loss of key personnel Major Medium Maintain full project documentation. Spread responsibilities between individuals and organisations. 2. Slippage Medium High Be prepared to modify project objectives. 3. Technical failures High Medium Cautious deployment of systems. Back-up procedures tested and in place. 4. Restrictions on transfer of personal High Medium Data-protection issues to be data between organisations investigated early in the project, with project objectives to be modified (if necessary) according to the findings. 5. Vendor lock-in High High Seek to ensure that content and data- transfer routines are developed UEO Project Initiation Document Page 13 of 17 06/01/2004 03:28:00 PM purpose-of-the-document3293.doc
  14. 14. 9. Budget and GANTT chart Budget This is V3 of the budget, approved by Paul Bailey w.b. 17/11/2003. (Note. This is a “copy and paste” from a spreadsheet with some damaged formatting.) Full UEO Reworked Budget - V3 project Y1 Y2 Subtotals Subtotals Subtotals All staff input costed at 1.5 x the day equivalent of £30k x 1.17 = Staff £44,750 £20,000 £24,750 ~ £250 JISC programme activity £10,000 £5,000 £5,000 40 rather than the advised 60 days Project management £10,000 £4,000 £6,000 Set at 10% of the total project budget Project implementation £24,750 £11,000 £13,750 99 days at £250 per day Travel and subsistence £7,170 £3,335 £3,835 JISC programme activity £3,000 £1,500 £1,500 Allow on average £75 per person day UEO £4,170 £1,835 £2,335 Allow on average £30 per person day Equipment £0 £0 £0 £0 Dissemination £4,000 £4,000 £1,500 £2,500 Build up from dissemination deliverables within limit of 4% of total budget Evaluation £4,000 £4,000 £2,000 £2,000 8 days at £500 per day Other £36,080 Software £11,262 £9,225 £2,037 UEO Project Initiation Document Page 14 of 17 06/01/2004 03:28:00 PM purpose-of-the-document3293.doc
  15. 15. Full UEO Reworked Budget - V3 project Y1 Y2 WebCT upgrade £8,225 £8,225 £0 Now includes VAT Additional software £3,037 £1,000 £2,037 .. .. Telephone conferencing £1,920 £1,920 £800 £1,120 24 meetings at £80 per meeting External consultancy £19,898 £10,850 £9,048 WebCT discounted rate (including WebCT training £2,538 £1,400 £1,138 4 days at £635 per day VAT) WebCT discounted rate (including WebCT technical £4,200 £1,600 £2,600 4 days at £1,050 per day VAT) Web and systems development £8,460 £4,000 £4,460 18 days at £470 per day Includes VAT Diagraming £2,350 £2,350 £0 4 days at £588 per day Includes VAT Data protection consultancy £2,350 £1,500 £850 4 days at £588 per day Includes VAT Training Draw-down budget £3,000 £3,000 £2,000 £1,000 Includes possible purchase of Netskills materials, say Contingency £4,000 £4,000 £2,000 £2,000 Set at 4% of the total project budget £100,00 TOTAL 0 £51,710 £48,291 UEO Project Initiation Document Page 15 of 17 06/01/2004 03:28:00 PM purpose-of-the-document3293.doc
  16. 16. GANTT chart This outline GANTT is divided between Project Management and Reporting and Project Deliverables. To save space, regular and/or frequent events/outputs such as three-weekly Highlight reports are not separately identified. 2003 2004 2005 Y Q Q3 Q4 Q1 Q2 Q3 Q4 Q1 Q2 Q3 M 10 11 12 1 2 3 4 5 6 7 8 9 10 11 12 1 2 3 4 5 6 7 ‡ = completed PROJECT MANAGEMENT AND REPORTING 6-monthly Project Steering Group (PSG) meetings ‡ • • • Quarterly Progress Reports to JISC • • • • • • • Three weekly Implementation Group teleconferences Three weekly Highlight Reports to PIG and PSG Quarterly Implementation Group meetings ‡ • • • • • • Project Annual Reports to JISC 14/1 14/2 DELIVERABLES Project Initiation Document - 1 1‡ Partnership Agreement - 2 2 ‡ Vendor Agreement - 3 3 ‡ Software upgrade completed - 4 4 Production of How To Guides - 5/1 - 5/n 5/1 5/n Developed and tested schemas - 6 < 6 > Model data-protection statement - 7 < 7v1 7v2 Dry-run delivery - 8 < 8 Deliver Stow/OLP courses - 9 < 9 Deliver Multi-college/OLP/TUC/NOCN courses - 10 < 10 LIP implementation and conformance guide V1 - 11/1 < 11/1 LIP implementation and conformance guide V2 - 11/2 < 11/2 Production of Invitation to Tender (ITT) - 12 < Issue ITT and select additional colleges - 12 12 SLA V1 - 13/1 < 13/1 SLA V2 - 13/2 < 13/2 Annual Reports - 14/1 & 14/2 14/1 14/2 Dissemination events - 15/1 - 15/2 < 15/1 15/2 Project websites - 16.1 (external) and 16.2 (internal) 16 ‡ UEO Project Implementation Document Page 16 of 17 06/01/2004 03:28:00 PM purpose-of-the-document3293.doc
  17. 17. 10.Appendix – The Diagram from Hell User interaction LSC / Funding SLA Councils TUC Data interoperation Centrally Hosted VLE n eractio Us er int ion NOCN perat intero Da t a User interaction ion perat SLA n tio ion intero erac rat n r int o pe tio Use in ter te rac Da t a Da ta r in English U se College with its Student Welsh College Record Cohort of System its Student with Scottish learners A Record System College and its Tutor Z Student Record System Cohort of Tutor Y learners B Data Online tutoring Tutor X UEO Project Initiation Document Page 17 of 17 06/01/2004 03:28:00 PM purpose-of-the-document3293.doc
  1. A particular slide catching your eye?

    Clipping is a handy way to collect important slides you want to go back to later.

×