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Final Business Plan
Final Business Plan
Final Business Plan
Final Business Plan
Final Business Plan
Final Business Plan
Final Business Plan
Final Business Plan
Final Business Plan
Final Business Plan
Final Business Plan
Final Business Plan
Final Business Plan
Final Business Plan
Final Business Plan
Final Business Plan
Final Business Plan
Final Business Plan
Final Business Plan
Final Business Plan
Final Business Plan
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Final Business Plan

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  • 1. 1    Global Connections  Karen Abrams, Ashley McGilvray, Suzie Rose, Collin Sutherland        Final Business Plan   in response to   Health Care Cooperative’s   Request for Proposal for Business Ethics Training   
  • 2.   2    Global Connections Biography  Global Connections specializes in connecting employees with one another and with learning. As today’s  organizations face unique challenges, Global Connections offers a personal commitment to creating  premium ethics training that is relevant to your business needs and initiatives. Our training is fully  customizable, fast, effective, and affordable. Our courses provide a team oriented experience even if your  employees are miles from one another. We develop educational strategies to reinforce your culture and  business objectives. Training is a vital component to customer satisfaction, loyalty, employee retention, and  compliance.    Global Connections is a Fortune 500 company that has won the J.D. Power and Associates award for the  past five consecutive years. We’ve achieved these honors through our dedication to quality, value,  excellence, and you. Our training courses have proven successful for hundreds of companies such as Coca‐ Cola Enterprises, Target, ASPCA, Valero Energy, and Whole Foods Market. These companies educate their  employees with our ethics training on Sarbanes‐Oxley, HIPAA, security awareness, policy and procedure  compliance, among others.    We offer all‐inclusive solutions such as instructor‐led training, eLearning, web‐based exams and  assessments, customizable reporting, and more. Our experienced staff is skilled at working in a  collaborative manner with you to match your specific needs. Our courses are highly interactive and  engaging to capture your audience and envelop them in your message and culture while adhering to legal  compliances.     Key Personnel of Global Connections  Global Connections’ personnel provide extensive experience in the field and is available to support your  business initiatives as leaders, subject matter experts, developers, and project managers.    Karen Abrams ‐ Site Trainer  Karen’s strengths are teaching, organization, professionalism, and leadership. She has seven years of  teaching experience in both elementary and middle schools. This gives her a different and more unique  background than a "typical" instructional designer and site trainer.  She will work to ensure that the  trainings for your employees are appealing, engaging, and interactive. Karen has also had experience in  many types of learning/training environments such as online, instructor‐led, adobe connect, Moodle, etc.  Therefore she is prepared to provide your company with the learning experiences that are most  appropriate and effective for the employees.   
  • 3.   3    Ashley McGilvray‐ Instructional Developer  Ashley's strengths are based on her experiences stemming from employment as a trainer and instructional  designer for her company for the past six years. This position has exposed her to the many facets that are  required to develop and implement design projects. These experiences range in spectrum from project  manager, designer, developer, and trainer in instructional design. Ashley focuses on bringing her talents to  your organization in which her accountability, integrity, honesty, and ability to effectively demonstrate her  ideas can be fully utilized in a position where she can make a lasting and productive contribution.     Suzie Rose ‐ Project Manager  Suzie enjoys working collaboratively with clients to create new and unique learning experiences for your  employees. She has two years experience as a corporate trainer followed by five years as a corporate  instructional designer. Her strengths include instructional design analysis, design, development, and project  management. Her professional experiences have prepared her to provide the quality and individualized  attention your company and project warrants. She utilizes her experience to see projects from multiple  perspectives and has proven herself to be a valuable project manager.    Collin Sutherland ‐ Instructional Developer  Collin's strengths have been developed through seven years of teaching at the middle school level. The  team‐centered environment at this educational level has honed Collin's collaborative skills, while the age  group has increased his flexibility, adaptability, and motivated him to learn how to develop engaging and  relevant instruction. He is passionate and enthusiastic about designing instruction; firmly believing that  intentional instructional design is foundational to high quality instruction and meaningful experiences.    Analysis of Training Problem  Global Connections (GC) understands that Health Care Cooperative (HCC) seeks development and  implementation of two courses; one about employee personal conduct, and the other about appropriate  use of company assets. GC also understands that HCC’s five foundational principles must be underscored  throughout the training.    Accountability   Honesty   Integrity   Openness   Respect  Since HCC is accustomed to face‐to‐face training that brings all eight locations together for training,  presentations, and collaboration with peers, it’s evident that interpersonal involvement and collaboration  are key factors to this training initiative. GC recognizes that the content and learning has varied in the past  annual meetings and would like to create a focused, standardized plan for business ethics. Furthermore, GC  would like to instill an adequate way to measure and track employees’ knowledge and performance as it  specifically relates to business ethics. This will ensure that this solution is providing a positive Return on  Investment (ROI).  
  • 4.   4    Initial Proposed Solution  Global Connections plans to begin with a company‐wide survey to analyze the learning needs, the  constraints of the environment, and the company’s culture. GC would visit a sample of HCC locations to  provide an opportunity for interviews with all levels of personnel. These varying viewpoints will increase  GC’s awareness and knowledge of HCC’s needs, the learners’ needs, and company‐specific legal  ramifications. To meet these needs, GC ensures its solution will be:   Financially viable   Efficient   Interactive   Engaging   Cutting edge   Representative of HCC’s core values  o HCC’s basic company motto   o HCC’s foundational principles    For the most effective training solution, GC recommends a hybrid learning experience that would combine  individual online ethics training with an annual collaborative business ethics round‐table.   For the individual online portion, leaders would complete trainings at their own pace. The  individual trainings will incorporate the following:  ○ Scenario/problem‐based learning  ○ Online videos  ○ Assessment‐based learning (pre and post assessments to verify learning)  ○ A collaborative support forum (an online leadership forum, in which individuals can ask and  respond to questions in a text based or live‐chat format)     Annually, leaders would participate in a collaborative business ethics round‐table, supported by the  on‐site certified HCC facilitator (see next section). During the annual round‐table, the leaders would  evaluate the effectiveness of the previous trainings, discuss site‐specific problems and resolutions,  and then be introduced to the topics for the upcoming online trainings. This can be conducted in  person or online.  
  • 5.   5    Facilitator Certificate Program  Global Connections would train one or more facilitators from each HCC location or regional facilitators. The  selected HCC facilitators would travel to GC’s headquarters to be trained in content and facilitation. The  HCC facilitators would then establish a facilitator support network to maintain the quality of trainings at  each HCC location. The role of the facilitator would be to oversee annual round‐tables, oversee new  employee ethics training, and provide feedback to GC for enhancing the content.    Project Management Plan   Upon acquisition of the bid, GC will provide checkpoints for vital milestones within the development and  progress of the project. These checkpoints will serve as junctures in which HCC can assess the progress of  GC and offer valuable feedback to increase the interaction between both groups. This method of  collaboration promises to create and maintain open paths of communication to help ensure the success of  the project. These checkpoints will take place at the following project milestones and will each include an  adequate review period for HCC:     Project Milestones  Approximate Dates for Option A  Approximate Dates for Option B  Kickoff Meeting  August 2, 2010  August 2, 2010  Training Plan  August 26, 2010  August 26, 2010  Storyboard  September 21, 2010  September 21, 2010  Final Review before  Implementation  December 14, 2010  December 14, 2010  Implementation  January 26, 2011  January 26, 2011  Evaluation  February 24, 2011  February 22, 2011    Upon each checkpoint, HCC and GC will meet either in person or via web conferencing software. GC will  present the project and its progress in relation to the project plan and applicable milestone. HCC will then  have the opportunity to review each deliverable offline as defined by the deadlines set within the project  plan agreement. GC will encourage feedback and participation from HCC to ensure they are developing a  training program that meets 100% of HCC’s needs. HCC will provide written feedback to GC as an approval  with requested changes. GC will implement the requested changes and present them as part of the next  milestone checkpoint. Please see the attached Project Plan for further details.    
  • 6.   6    Cost Estimate Proposal   To provide HCC with the best possible learning experience for their employees, GC will need to utilize the  following resources:   Staff  o Trainer  o Instructional Developers   o Project Manager  o Site Facilitators  o Graphic Artist  o Audio Producer  o Video Producer   o Data Analyst   Other  o Audio and Video Talent  o Lodging  o Food  *Please see Project Plan for further details.        For the most effective training solution, GC has built two options. Both are hybrid learning experiences that  combine individual online ethics training with an annual collaborative business ethics round‐table. Both  options include:   Scenario/problem‐based learning   Online videos   An assessment driven evaluation plan    A collaborative support forum   Annual collaborative business ethics round‐table meetings for leaders    In addition to the above, GC is offering two facilitator options for HCC’s consideration. These are:  Option A  This option would involve Facilitator Certification training for select HCC employees. HCC personnel would  travel to GC’s headquarters to be trained in content and facilitation. These trainings would be conducted by  GC’s trainer and provide HCC leaders with on‐site facilitators to assist in the annual round‐tables and  communication with GC about the online trainings. Certification includes:   One day seminar   Scenario/problem‐based learning   Individualized attention in a face‐to‐face environment   The opportunity to meet and collaborate with professional peers from both HCC and GC   
  • 7.   7    Option A would have a higher initial cost, but would allow HCC to conduct trainings and annual round‐table  meetings independently. This project is scheduled to be completed by March 2011 for a total cost of  $112,983.34. Please see the attached Project Plan and Budget Report for details.       Option B  This option would provide facilitation by GC employees. Facilitators from GC would travel simultaneously to  HCC locations to facilitate the on‐site round tables and oversee the online collaboration between the  locations.   Option B would have a lower upfront cost, but would require GC’s participation in trainings and annual  round table meetings. This project is scheduled to be completed by March 2011 for a total cost of  $99,919.67. Please see the attached Project Plan and Budget Report for details.    
  • 8. ID Task Name Duration Start Finish Predecesso 1 Kick Off Meeting 3 hrs Mon 8/2/10 Mon 8/2/10 2 Analysis 154 hrs Mon 8/2/10 Fri 8/27/10 3 HCC Employee Surveys 90 hrs Mon 8/2/10 Tue 8/17/10 4 Design, Develop, and Send Surveys 10 hrs Mon 8/2/10 Tue 8/3/10 1 5 Compile & Summarize Survey Results 20 hrs Tue 8/10/10 Fri 8/13/10 4FS+40 hrs 6 Analyze Survey Results 20 hrs Fri 8/13/10 Tue 8/17/10 5 7 Conduct HCC Employee Interviews 20 hrs Fri 8/13/10 Tue 8/17/10 5 8 Compile & Summarize Interview Results 20 hrs Tue 8/17/10 Fri 8/20/10 7 9 Analyze Interview Results 20 hrs Fri 8/20/10 Tue 8/24/10 8 10 Reconcile surveys and interviews 8 hrs Tue 8/24/10 Wed 8/25/10 4,9 11 Develop Preliminary Training Plan 8 hrs Wed 8/25/10 Thu 8/26/10 10 12 Create Analysis Report for Client 8 hrs Thu 8/26/10 Fri 8/27/10 11 13 Client Meeting 3 hrs Fri 8/27/10 Fri 8/27/10 12 14 Milestone: Client Authorization to Proceed 0 hrs Fri 9/3/10 Fri 9/3/10 13FS+40 hr 15 Design (Storyboarding) 91 hrs Mon 9/6/10 Tue 9/21/10 16 Meet with HCC for content specification 3 hrs Mon 9/6/10 Mon 9/6/10 14 17 Content Design 80 hrs Mon 9/6/10 Mon 9/20/10 18 Develop Course Objectives 8 hrs Mon 9/6/10 Tue 9/7/10 16 19 Script Courses 40 hrs Tue 9/7/10 Tue 9/14/10 18 20 Create Media Acquisition Plan (graphics and video) 20 hrs Tue 9/14/10 Thu 9/16/10 19 21 Drafting Online Forums 4 hrs Thu 9/16/10 Fri 9/17/10 20 22 Assessments 8 hrs Fri 9/17/10 Mon 9/20/10 23 Pre-test 3 hrs Fri 9/17/10 Fri 9/17/10 21 24 Quizzes 4 hrs Fri 9/17/10 Mon 9/20/10 23 25 Post-test 1 hr Mon 9/20/10 Mon 9/20/10 24 26 Round Table 7 hrs Tue 9/14/10 Wed 9/15/10 27 Break-out groups (numbers) 1 hr Tue 9/14/10 Tue 9/14/10 19 28 Outline Facilitated activities 4 hrs Tue 9/14/10 Tue 9/14/10 27 29 Outline Facilitated questions 2 hrs Wed 9/15/10 Wed 9/15/10 28 30 Facilitator Certification Training (Option A) 26 hrs Tue 9/14/10 Fri 9/17/10 31 Manage Logistics 1 hr Tue 9/14/10 Tue 9/14/10 27 32 Select Facilitators 4 hrs Tue 9/14/10 Wed 9/15/10 31 33 Outline Script and Content 16 hrs Wed 9/15/10 Fri 9/17/10 29 34 Generate HCC facilitator training plan 4 hrs Fri 9/17/10 Fri 9/17/10 33 35 Create Design Report for Client 8 hrs Mon 9/20/10 Tue 9/21/10 17,26,30 36 Client Meeting 3 hrs Tue 9/21/10 Tue 9/21/10 35 37 Milestone: Client Authorization to Proceed 0 hrs Tue 9/28/10 Tue 9/28/10 36FS+40 hr 38 Develop (Create) 438 hrs Tue 9/28/10 Tue 12/14/10 37 39 Content 430 hrs Tue 9/28/10 Mon 12/13/10 40 Write Script 80 hrs Tue 9/28/10 Tue 10/12/10 37 41 Media 350 hrs Tue 10/12/10 Mon 12/13/10 42 Capture & Create Images 119 hrs Tue 10/12/10 Tue 11/2/1040 43 Shoot & Edit Video 350 hrs Tue 10/12/10 Mon 12/13/10 40 44 Record Audio 60 hrs Tue 10/12/10 Fri 10/22/10 40 45 Generate Online Forums 10 hrs Tue 10/12/10 Wed 10/13/10 40 46 Write Assessments 35 hrs Thu 10/14/10 Wed 10/20/10 47 Pre-test 16 hrs Thu 10/14/10 Fri 10/15/10 45 48 Quizzes 17 hrs Mon 10/18/10 Wed 10/20/10 47 49 Post-test 2 hrs Wed 10/20/10 Wed 10/20/10 48 50 Round Table Discussion 24 hrs Wed 10/20/10 Mon 10/25/10 51 Assign break-out groups 4 hrs Wed 10/20/10 Wed 10/20/10 49 52 Create Facilitated activities 16 hrs Wed 10/20/10 Fri 10/22/10 49 53 Create Facilitated questions 8 hrs Fri 10/22/10 Mon 10/25/10 52 54 Facilitator Certification Training (Option A) 180 hrs Wed 10/20/10 Mon 11/22/10 40 55 Finalize Logistics 24 hrs Wed 10/20/10 Mon 10/25/10 51 56 Meet Facilitators 24 hrs Mon 10/25/10 Thu 10/28/10 55 57 Create Script and Content 120 hrs Mon 10/25/10 Mon 11/15/10 53 58 Finalize HCC facilitator training plan 40 hrs Mon 11/15/10 Mon 11/22/10 57 59 Create Development Report for Client 8 hrs Mon 12/13/10 Tue 12/14/10 39,50,54 Page 1
  • 9. ID Task Name Duration Start Finish Predecesso 60 Client Meeting 3 hrs Tue 12/14/10 Tue 12/14/10 59 61 Milestone: Client Authorization to Proceed 0 hrs Tue 12/21/10 Tue 12/21/10 60FS+40 hr 62 Implement 200 hrs Tue 12/21/10 Tue 1/25/11 63 LMS / Online Training 64 hrs Tue 12/21/10 Fri 12/31/10 61 64 HCC Uploads Content to LMS 40 hrs Tue 12/21/10 Tue 12/28/10 61 65 Test and Refine LMS Content 24 hrs Tue 12/28/10 Fri 12/31/10 64 66 Facilitator Training (Option A) 16 hrs Fri 1/21/11 Tue 1/25/11 67 Provide Training 8 hrs Fri 1/21/11 Mon 1/24/11 63FS+120 h 68 Create Implementation Report for Client 8 hrs Mon 1/24/11 Tue 1/25/1167 69 Client Meeting 3 hrs Tue 1/25/11 Wed 1/26/11 68 70 Milestone: Client Authorization to Proceed 0 hrs Wed 2/2/11 Wed 2/2/11 69FS+40 hr 71 Evaluate 118 hrs Wed 2/2/11 Tue 2/22/11 72 HCC Employee Survey 90 hrs Wed 2/2/11 Thu 2/17/11 73 Design, Develop, and Send Surveys 10 hrs Wed 2/2/11 Thu 2/3/11 70 74 Compile & Summarize Survey Results 20 hrs Thu 2/10/11 Mon 2/14/11 73FS+40 hr 75 Analyze Survey Results 20 hrs Tue 2/15/11 Thu 2/17/11 74 76 Run and Analyze Data Reports 8 hrs Thu 2/17/11 Fri 2/18/11 75 77 Gather Facilitator Feedback (Option A) 20 hrs Fri 2/18/11 Tue 2/22/1176 78 Create Evaluation Report for Client 8 hrs Wed 2/23/11 Wed 2/23/11 72,77 79 Client Meeting 3 hrs Thu 2/24/11 Thu 2/24/11 78 80 Milestone: Client Authorization to Proceed 0 hrs Thu 3/3/11 Thu 3/3/11 79FS+40 hr 81 Manage 0 hrs Thu 3/3/11 Thu 3/3/11 80 82 Adjust / Enhance Content 0 hrs Thu 3/3/11 Thu 3/3/11 Page 2
  • 10. Resource Names Project Manager (Suzie Rose),Trainer (Karen Abrams),Instructional Developer (Ashley McGilvray),Instructional Developer (Collin Sutherla Instructional Developer (Ashley McGilvray)[40%],Instructional Developer (Collin Sutherland)[40%],Project Manager (Suzie Rose)[20%] Data Analyst Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Project Manager (Suzie Rose)[25%],Trainer (Karen Abrams)[25%],Instructional Developer (Ashley McGilvray)[25%],Instructional Develope Data Analyst Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Data Analyst[50%],Instructional Developer (Ashley McGilvray)[25%],Instructional Developer (Collin Sutherland)[25%] Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Project Manager (Suzie Rose),Trainer (Karen Abrams),Instructional Developer (Ashley McGilvray),Instructional Developer (Collin Sutherla Project Manager (Suzie Rose),Trainer (Karen Abrams),Instructional Developer (Ashley McGilvray),Instructional Developer (Collin Sutherla Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Graphic Artist,Instructional Developer (Ashley McGilvray)[25%],Instructional Developer (Collin Sutherland)[25%] Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Project Manager (Suzie Rose) Trainer (Karen Abrams),Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Trainer (Karen Abrams),Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Project Manager (Suzie Rose) Project Manager (Suzie Rose) Trainer (Karen Abrams),Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Trainer (Karen Abrams) Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Project Manager (Suzie Rose),Trainer (Karen Abrams),Instructional Developer (Ashley McGilvray),Instructional Developer (Collin Sutherla Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Graphic Artist Video Producer,Video Talent[10%] Audio Producer,Audio Talent[10%] Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Project Manager (Suzie Rose) Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Project Manager (Suzie Rose) Project Manager (Suzie Rose) Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%],Trainer (Karen Abrams) Trainer (Karen Abrams) Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Page 3
  • 11. Resource Names Project Manager (Suzie Rose),Trainer (Karen Abrams),Instructional Developer (Ashley McGilvray),Instructional Developer (Collin Sutherla Trainer (Karen Abrams),Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Trainer (Karen Abrams) Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Project Manager (Suzie Rose),Trainer (Karen Abrams),Instructional Developer (Ashley McGilvray),Instructional Developer (Collin Sutherla Project Manager (Suzie Rose)[20%],Instructional Developer (Ashley McGilvray)[40%],Instructional Developer (Collin Sutherland)[40%] Data Analyst Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Data Analyst[50%],Instructional Developer (Ashley McGilvray)[25%],Instructional Developer (Collin Sutherland)[25%] Project Manager (Suzie Rose)[25%],Trainer (Karen Abrams)[25%],Instructional Developer (Ashley McGilvray)[25%],Instructional Develope Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Project Manager (Suzie Rose),Trainer (Karen Abrams),Instructional Developer (Ashley McGilvray),Instructional Developer (Collin Sutherla Page 4
  • 12. ID Task Name Fixed Cost Fixed Cost Accrual Total Cost Baseline Variance Actual Remaining 1 Kick Off Meeting $0.00 Prorated $885.00 $0.00 $885.00 $0.00 $885.00 4 Design, Develop, and Send Surveys $0.00 Prorated $710.00 $0.00 $710.00 $0.00 $710.00 5 Compile & Summarize Survey Results $0.00 Prorated $1,200.00 $0.00 $1,200.00 $0.00 $1,200.00 6 Analyze Survey Results $0.00 Prorated $1,400.00 $0.00 $1,400.00 $0.00 $1,400.00 7 Conduct HCC Employee Interviews $0.00 Prorated $1,475.00 $0.00 $1,475.00 $0.00 $1,475.00 8 Compile & Summarize Interview Resu $0.00 Prorated $1,200.00 $0.00 $1,200.00 $0.00 $1,200.00 9 Analyze Interview Results $0.00 Prorated $1,400.00 $0.00 $1,400.00 $0.00 $1,400.00 10 Reconcile surveys and interviews $0.00 Prorated $426.67 $0.00 $426.67 $0.00 $426.67 11 Develop Preliminary Training Plan $0.00 Prorated $560.00 $0.00 $560.00 $0.00 $560.00 12 Create Analysis Report for Client $0.00 Prorated $560.00 $0.00 $560.00 $0.00 $560.00 13 Client Meeting $0.00 Prorated $885.00 $0.00 $885.00 $0.00 $885.00 14 Milestone: Client Authorization to Proc $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 16 Meet with HCC for content specificatio $0.00 Prorated $885.00 $0.00 $885.00 $0.00 $885.00 18 Develop Course Objectives $0.00 Prorated $560.00 $0.00 $560.00 $0.00 $560.00 19 Script Courses $0.00 Prorated $2,800.00 $0.00 $2,800.00 $0.00 $2,800.00 20 Create Media Acquisition Plan (graphi $0.00 Prorated $2,200.00 $0.00 $2,200.00 $0.00 $2,200.00 21 Drafting Online Forums $0.00 Prorated $280.00 $0.00 $280.00 $0.00 $280.00 23 Pre-test $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 24 Quizzes $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 25 Post-test $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 27 Break-out groups (numbers) $0.00 Prorated $75.00 $0.00 $75.00 $0.00 $75.00 28 Outline Facilitated activities $0.00 Prorated $600.00 $0.00 $600.00 $0.00 $600.00 29 Outline Facilitated questions $0.00 Prorated $300.00 $0.00 $300.00 $0.00 $300.00 31 Manage Logistics $0.00 Prorated $75.00 $0.00 $75.00 $0.00 $75.00 32 Select Facilitators $0.00 Prorated $300.00 $0.00 $300.00 $0.00 $300.00 33 Outline Script and Content $0.00 Prorated $2,400.00 $0.00 $2,400.00 $0.00 $2,400.00 34 Generate HCC facilitator training plan $0.00 Prorated $320.00 $0.00 $320.00 $0.00 $320.00 35 Create Design Report for Client $0.00 Prorated $560.00 $0.00 $560.00 $0.00 $560.00 36 Client Meeting $0.00 Prorated $885.00 $0.00 $885.00 $0.00 $885.00 37 Milestone: Client Authorization to Proc $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 40 Write Script $0.00 Prorated $5,600.00 $0.00 $5,600.00 $0.00 $5,600.00 42 Capture & Create Images $0.00 Prorated $8,925.00 $0.00 $8,925.00 $0.00 $8,925.00 43 Shoot & Edit Video $0.00 Prorated $29,750.00 $0.00 $29,750.00 $0.00 $29,750.00 44 Record Audio $0.00 Prorated $4,500.00 $0.00 $4,500.00 $0.00 $4,500.00 45 Generate Online Forums $0.00 Prorated $700.00 $0.00 $700.00 $0.00 $700.00 47 Pre-test $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 48 Quizzes $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 49 Post-test $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 51 Assign break-out groups $0.00 Prorated $300.00 $0.00 $300.00 $0.00 $300.00 52 Create Facilitated activities $0.00 Prorated $1,120.00 $0.00 $1,120.00 $0.00 $1,120.00 53 Create Facilitated questions $0.00 Prorated $560.00 $0.00 $560.00 $0.00 $560.00 55 Finalize Logistics $0.00 Prorated $1,800.00 $0.00 $1,800.00 $0.00 $1,800.00 56 Meet Facilitators $0.00 Prorated $1,800.00 $0.00 $1,800.00 $0.00 $1,800.00 57 Create Script and Content $0.00 Prorated $18,000.00 $0.00 $18,000.00 $0.00 $18,000.00 58 Finalize HCC facilitator training plan $0.00 Prorated $3,200.00 $0.00 $3,200.00 $0.00 $3,200.00 59 Create Development Report for Client $0.00 Prorated $560.00 $0.00 $560.00 $0.00 $560.00 60 Client Meeting $0.00 Prorated $885.00 $0.00 $885.00 $0.00 $885.00 61 Milestone: Client Authorization to Proc $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 64 HCC Uploads Content to LMS $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 65 Test and Refine LMS Content $0.00 Prorated $3,600.00 $0.00 $3,600.00 $0.00 $3,600.00 67 Provide Training $0.00 Prorated $640.00 $0.00 $640.00 $0.00 $640.00 68 Create Implementation Report for Clie $0.00 Prorated $560.00 $0.00 $560.00 $0.00 $560.00 69 Client Meeting $0.00 Prorated $885.00 $0.00 $885.00 $0.00 $885.00 70 Milestone: Client Authorization to Proc $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 73 Design, Develop, and Send Surveys $0.00 Prorated $710.00 $0.00 $710.00 $0.00 $710.00 74 Compile & Summarize Survey Results $0.00 Prorated $1,200.00 $0.00 $1,200.00 $0.00 $1,200.00 75 Analyze Survey Results $0.00 Prorated $1,400.00 $0.00 $1,400.00 $0.00 $1,400.00 76 Run and Analyze Data Reports $0.00 Prorated $426.67 $0.00 $426.67 $0.00 $426.67 77 Gather Facilitator Feedback (Option A $0.00 Prorated $1,475.00 $0.00 $1,475.00 $0.00 $1,475.00 78 Create Evaluation Report for Client $0.00 Prorated $560.00 $0.00 $560.00 $0.00 $560.00 79 Client Meeting $0.00 Prorated $885.00 $0.00 $885.00 $0.00 $885.00 80 Milestone: Client Authorization to Proc $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 Budget Report as of Mon 7/19/10 GC Project Plan_Option A Page 1
  • 13. ID Task Name Fixed Cost Fixed Cost Accrual Total Cost Baseline Variance Actual Remaining 82 Adjust / Enhance Content $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $112,983.34 $0.00 $112,983.34 $0.00 $112,983.34 Budget Report as of Mon 7/19/10 GC Project Plan_Option A Page 2
  • 14. ID Task Name Duration Start Finish Predecesso 1 Kick Off Meeting 3 hrs Mon 8/2/10 Mon 8/2/10 2 Analysis 154 hrs Mon 8/2/10 Fri 8/27/10 3 HCC Employee Surveys 90 hrs Mon 8/2/10 Tue 8/17/10 4 Design, Develop, and Send Surveys 10 hrs Mon 8/2/10 Tue 8/3/10 1 5 Compile & Summarize Survey Results 20 hrs Tue 8/10/10 Fri 8/13/10 4FS+40 hrs 6 Analyze Survey Results 20 hrs Fri 8/13/10 Tue 8/17/10 5 7 Conduct HCC Employee Interviews 20 hrs Fri 8/13/10 Tue 8/17/10 5 8 Compile & Summarize Interview Results 20 hrs Tue 8/17/10 Fri 8/20/10 7 9 Analyze Interview Results 20 hrs Fri 8/20/10 Tue 8/24/10 8 10 Reconcile surveys and interviews 8 hrs Tue 8/24/10 Wed 8/25/10 4,9 11 Develop Preliminary Training Plan 8 hrs Wed 8/25/10 Thu 8/26/10 10 12 Create Analysis Report for Client 8 hrs Thu 8/26/10 Fri 8/27/10 11 13 Client Meeting 3 hrs Fri 8/27/10 Fri 8/27/10 12 14 Milestone: Client Authorization to Proceed 0 hrs Fri 9/3/10 Fri 9/3/10 13FS+40 hr 15 Design (Storyboarding) 91 hrs Mon 9/6/10 Tue 9/21/10 16 Meet with HCC for content specification 3 hrs Mon 9/6/10 Mon 9/6/10 14 17 Content Design 80 hrs Mon 9/6/10 Mon 9/20/10 18 Develop Course Objectives 8 hrs Mon 9/6/10 Tue 9/7/10 16 19 Script Courses 40 hrs Tue 9/7/10 Tue 9/14/10 18 20 Create Media Acquisition Plan (graphics and video) 20 hrs Tue 9/14/10 Thu 9/16/10 19 21 Drafting Online Forums 4 hrs Thu 9/16/10 Fri 9/17/10 20 22 Assessments 8 hrs Fri 9/17/10 Mon 9/20/10 23 Pre-test 3 hrs Fri 9/17/10 Fri 9/17/10 21 24 Quizzes 4 hrs Fri 9/17/10 Mon 9/20/10 23 25 Post-test 1 hr Mon 9/20/10 Mon 9/20/10 24 26 Round Table 7 hrs Tue 9/14/10 Wed 9/15/10 27 Break-out groups (numbers) 1 hr Tue 9/14/10 Tue 9/14/10 19 28 Outline Facilitated activities 4 hrs Tue 9/14/10 Tue 9/14/10 27 29 Outline Facilitated questions 2 hrs Wed 9/15/10 Wed 9/15/10 28 30 GC Facilitators (Option B) 8 hrs Tue 9/14/10 Wed 9/15/10 31 Manage Logistics 1 hr Tue 9/14/10 Tue 9/14/10 27 32 Assign Facilitators 1 hr Tue 9/14/10 Tue 9/14/10 31 33 Outline Script 2 hrs Wed 9/15/10 Wed 9/15/10 29 34 Create Design Report for Client 8 hrs Mon 9/20/10 Tue 9/21/10 17,26,30 35 Client Meeting 3 hrs Tue 9/21/10 Tue 9/21/10 34 36 Milestone: Client Authorization to Proceed 0 hrs Tue 9/28/10 Tue 9/28/10 35FS+40 hr 37 Develop (Create) 438 hrs Tue 9/28/10 Tue 12/14/10 36 38 Content 430 hrs Tue 9/28/10 Mon 12/13/10 39 Write Script 80 hrs Tue 9/28/10 Tue 10/12/10 36 40 Media 350 hrs Tue 10/12/10 Mon 12/13/10 41 Capture & Create Images 119 hrs Tue 10/12/10 Tue 11/2/1039 42 Shoot & Edit Video 350 hrs Tue 10/12/10 Mon 12/13/10 39 43 Record Audio 60 hrs Tue 10/12/10 Fri 10/22/10 39 44 Generate Online Forums 10 hrs Tue 10/12/10 Wed 10/13/10 39 45 Assessment 35 hrs Thu 10/14/10 Wed 10/20/10 46 Pre-test 16 hrs Thu 10/14/10 Fri 10/15/10 44 47 Quizzes 17 hrs Mon 10/18/10 Wed 10/20/10 46 48 Post-test 2 hrs Wed 10/20/10 Wed 10/20/10 47 49 Round Table Discussion 24 hrs Wed 10/20/10 Mon 10/25/10 50 Assign break-out groups 4 hrs Wed 10/20/10 Wed 10/20/10 48 51 Create Facilitated activities 16 hrs Wed 10/20/10 Fri 10/22/10 48 52 Create Facilitated questions 8 hrs Fri 10/22/10 Mon 10/25/10 51 53 GC Facilitators (Option B) 68 hrs Wed 10/20/10 Tue 11/2/1039 54 Finalize Logistics 8 hrs Wed 10/20/10 Thu 10/21/10 50 55 Review Facilitator Content 1 hr Thu 10/21/10 Thu 10/21/10 54 56 Finalize Script 48 hrs Mon 10/25/10 Tue 11/2/1052 57 Create Development Report for Client 8 hrs Mon 12/13/10 Tue 12/14/10 38,49,53 58 Client Meeting 3 hrs Tue 12/14/10 Tue 12/14/10 57 59 Milestone: Client Authorization to Proceed 0 hrs Tue 12/21/10 Tue 12/21/10 58FS+40 hr Page 1
  • 15. ID Task Name Duration Start Finish Predecesso 60 Implement 208 hrs Tue 12/21/10 Wed 1/26/11 61 LMS / Online Training 64 hrs Tue 12/21/10 Fri 12/31/10 62 HCC Uploads Content to LMS 40 hrs Tue 12/21/10 Tue 12/28/10 59 63 Test and Refine LMS Content 24 hrs Tue 12/28/10 Fri 12/31/10 62 64 GC Led Round Tables (Option B) 16 hrs Fri 1/21/11 Tue 1/25/11 65 Provide Training 8 hrs Mon 1/24/11 Tue 1/25/1166 66 Travel for GC Facilitators 8 hrs Fri 1/21/11 Mon 1/24/11 63FS+120 h 67 Create Implementation Report for Client 8 hrs Tue 1/25/11 Wed 1/26/11 61,64 68 Client Meeting 3 hrs Wed 1/26/11 Thu 1/27/11 67 69 Milestone: Client Authorization to Proceed 0 hrs Thu 2/3/11 Thu 2/3/11 68FS+40 hr 70 Evaluate 106 hrs Thu 2/3/11 Tue 2/22/11 71 HCC Employee Survey 90 hrs Thu 2/3/11 Fri 2/18/11 72 Design, Develop, and Send Surveys 10 hrs Thu 2/3/11 Fri 2/4/11 69 73 Compile & Summarize Survey Results 20 hrs Fri 2/11/11 Tue 2/15/1172FS+40 hr 74 Analyze Survey Results 20 hrs Wed 2/16/11 Fri 2/18/11 73 75 Run and Analyze Data Reports 8 hrs Fri 2/18/11 Mon 2/21/11 74 76 Create Evaluation Report for Client 8 hrs Mon 2/21/11 Tue 2/22/1171,75 77 Client Meeting 3 hrs Tue 2/22/11 Tue 2/22/1176 78 Milestone: Client Authorization to Proceed 0 hrs Tue 3/1/11 Tue 3/1/1177FS+40 hr 79 Manage 0 hrs Tue 3/1/11 Tue 3/1/1178 80 Adjust / Enhance Content 0 hrs Tue 3/1/11 Tue 3/1/11 Page 2
  • 16. Resource Names Project Manager (Suzie Rose),Trainer (Karen Abrams),Instructional Developer (Ashley McGilvray),Instructional Developer (Collin Sutherla Instructional Developer (Ashley McGilvray)[40%],Instructional Developer (Collin Sutherland)[40%],Project Manager (Suzie Rose)[20%] Data Analyst Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Project Manager (Suzie Rose)[25%],Trainer (Karen Abrams)[25%],Instructional Developer (Ashley McGilvray)[25%],Instructional Develope Data Analyst Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Data Analyst[50%],Instructional Developer (Ashley McGilvray)[25%],Instructional Developer (Collin Sutherland)[25%] Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Project Manager (Suzie Rose),Trainer (Karen Abrams),Instructional Developer (Ashley McGilvray),Instructional Developer (Collin Sutherla Project Manager (Suzie Rose),Trainer (Karen Abrams),Instructional Developer (Ashley McGilvray),Instructional Developer (Collin Sutherla Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Graphic Artist,Instructional Developer (Ashley McGilvray)[25%],Instructional Developer (Collin Sutherland)[25%] Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Project Manager (Suzie Rose) Trainer (Karen Abrams),Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Trainer (Karen Abrams),Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Project Manager (Suzie Rose) Project Manager (Suzie Rose) Trainer (Karen Abrams),Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Project Manager (Suzie Rose),Trainer (Karen Abrams),Instructional Developer (Ashley McGilvray),Instructional Developer (Collin Sutherla Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Graphic Artist Video Producer,Video Talent[10%] Audio Producer,Audio Talent[10%] Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Project Manager (Suzie Rose) Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Project Manager (Suzie Rose) Project Manager (Suzie Rose) Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%],Trainer (Karen Abrams) Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%],Trainer (Karen Abrams) Project Manager (Suzie Rose),Trainer (Karen Abrams),Instructional Developer (Ashley McGilvray),Instructional Developer (Collin Sutherla Page 3
  • 17. Resource Names Trainer (Karen Abrams),Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Site Facilitator #1,Site Facilitator #2,Site Facilitator #3,Site Facilitator #4,Site Facilitator #5,Site Facilitator #6,Site Facilitator #7,Site Facilit Site Facilitator #1,Site Facilitator #2,Site Facilitator #3,Site Facilitator #4,Site Facilitator #5,Site Facilitator #6,Site Facilitator #7,Site Facilit Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Project Manager (Suzie Rose),Trainer (Karen Abrams),Instructional Developer (Ashley McGilvray),Instructional Developer (Collin Sutherla Project Manager (Suzie Rose)[20%],Instructional Developer (Ashley McGilvray)[40%],Instructional Developer (Collin Sutherland)[40%] Data Analyst Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Data Analyst[50%],Instructional Developer (Ashley McGilvray)[25%],Instructional Developer (Collin Sutherland)[25%] Instructional Developer (Ashley McGilvray)[50%],Instructional Developer (Collin Sutherland)[50%] Project Manager (Suzie Rose),Trainer (Karen Abrams),Instructional Developer (Ashley McGilvray),Instructional Developer (Collin Sutherla Page 4
  • 18. ID Task Name Fixed Cost Fixed Cost Accrual Total Cost Baseline Variance Actual Remaining 1 Kick Off Meeting $0.00 Prorated $885.00 $0.00 $885.00 $0.00 $885.00 4 Design, Develop, and Send Surveys $0.00 Prorated $710.00 $0.00 $710.00 $0.00 $710.00 5 Compile & Summarize Survey Results $0.00 Prorated $1,200.00 $0.00 $1,200.00 $0.00 $1,200.00 6 Analyze Survey Results $0.00 Prorated $1,400.00 $0.00 $1,400.00 $0.00 $1,400.00 7 Conduct HCC Employee Interviews $0.00 Prorated $1,475.00 $0.00 $1,475.00 $0.00 $1,475.00 8 Compile & Summarize Interview Resu $0.00 Prorated $1,200.00 $0.00 $1,200.00 $0.00 $1,200.00 9 Analyze Interview Results $0.00 Prorated $1,400.00 $0.00 $1,400.00 $0.00 $1,400.00 10 Reconcile surveys and interviews $0.00 Prorated $426.67 $0.00 $426.67 $0.00 $426.67 11 Develop Preliminary Training Plan $0.00 Prorated $560.00 $0.00 $560.00 $0.00 $560.00 12 Create Analysis Report for Client $0.00 Prorated $560.00 $0.00 $560.00 $0.00 $560.00 13 Client Meeting $0.00 Prorated $885.00 $0.00 $885.00 $0.00 $885.00 14 Milestone: Client Authorization to Proc $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 16 Meet with HCC for content specificatio $0.00 Prorated $885.00 $0.00 $885.00 $0.00 $885.00 18 Develop Course Objectives $0.00 Prorated $560.00 $0.00 $560.00 $0.00 $560.00 19 Script Courses $0.00 Prorated $2,800.00 $0.00 $2,800.00 $0.00 $2,800.00 20 Create Media Acquisition Plan (graphi $0.00 Prorated $2,200.00 $0.00 $2,200.00 $0.00 $2,200.00 21 Drafting Online Forums $0.00 Prorated $280.00 $0.00 $280.00 $0.00 $280.00 23 Pre-test $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 24 Quizzes $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 25 Post-test $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 27 Break-out groups (numbers) $0.00 Prorated $75.00 $0.00 $75.00 $0.00 $75.00 28 Outline Facilitated activities $0.00 Prorated $600.00 $0.00 $600.00 $0.00 $600.00 29 Outline Facilitated questions $0.00 Prorated $300.00 $0.00 $300.00 $0.00 $300.00 31 Manage Logistics $0.00 Prorated $75.00 $0.00 $75.00 $0.00 $75.00 32 Assign Facilitators $0.00 Prorated $75.00 $0.00 $75.00 $0.00 $75.00 33 Outline Script $0.00 Prorated $300.00 $0.00 $300.00 $0.00 $300.00 34 Create Design Report for Client $0.00 Prorated $560.00 $0.00 $560.00 $0.00 $560.00 35 Client Meeting $0.00 Prorated $885.00 $0.00 $885.00 $0.00 $885.00 36 Milestone: Client Authorization to Proc $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 39 Write Script $0.00 Prorated $5,600.00 $0.00 $5,600.00 $0.00 $5,600.00 41 Capture & Create Images $0.00 Prorated $8,925.00 $0.00 $8,925.00 $0.00 $8,925.00 42 Shoot & Edit Video $0.00 Prorated $29,750.00 $0.00 $29,750.00 $0.00 $29,750.00 43 Record Audio $0.00 Prorated $4,500.00 $0.00 $4,500.00 $0.00 $4,500.00 44 Generate Online Forums $0.00 Prorated $700.00 $0.00 $700.00 $0.00 $700.00 46 Pre-test $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 47 Quizzes $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 48 Post-test $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 50 Assign break-out groups $0.00 Prorated $300.00 $0.00 $300.00 $0.00 $300.00 51 Create Facilitated activities $0.00 Prorated $1,120.00 $0.00 $1,120.00 $0.00 $1,120.00 52 Create Facilitated questions $0.00 Prorated $560.00 $0.00 $560.00 $0.00 $560.00 54 Finalize Logistics $0.00 Prorated $600.00 $0.00 $600.00 $0.00 $600.00 55 Review Facilitator Content $0.00 Prorated $75.00 $0.00 $75.00 $0.00 $75.00 56 Finalize Script $0.00 Prorated $7,200.00 $0.00 $7,200.00 $0.00 $7,200.00 57 Create Development Report for Client $0.00 Prorated $560.00 $0.00 $560.00 $0.00 $560.00 58 Client Meeting $0.00 Prorated $885.00 $0.00 $885.00 $0.00 $885.00 59 Milestone: Client Authorization to Proc $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 62 HCC Uploads Content to LMS $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 63 Test and Refine LMS Content $0.00 Prorated $3,600.00 $0.00 $3,600.00 $0.00 $3,600.00 65 Provide Training $0.00 Prorated $2,461.33 $0.00 $2,461.33 $0.00 $2,461.33 66 Travel for GC Facilitators $0.00 Prorated $6,160.00 $0.00 $6,160.00 $0.00 $6,160.00 67 Create Implementation Report for Clie $0.00 Prorated $560.00 $0.00 $560.00 $0.00 $560.00 68 Client Meeting $0.00 Prorated $885.00 $0.00 $885.00 $0.00 $885.00 69 Milestone: Client Authorization to Proc $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 72 Design, Develop, and Send Surveys $0.00 Prorated $710.00 $0.00 $710.00 $0.00 $710.00 73 Compile & Summarize Survey Results $0.00 Prorated $1,200.00 $0.00 $1,200.00 $0.00 $1,200.00 74 Analyze Survey Results $0.00 Prorated $1,400.00 $0.00 $1,400.00 $0.00 $1,400.00 75 Run and Analyze Data Reports $0.00 Prorated $426.67 $0.00 $426.67 $0.00 $426.67 76 Create Evaluation Report for Client $0.00 Prorated $560.00 $0.00 $560.00 $0.00 $560.00 77 Client Meeting $0.00 Prorated $885.00 $0.00 $885.00 $0.00 $885.00 78 Milestone: Client Authorization to Proc $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 Budget Report as of Tue 7/27/10 GC Project Plan_Option B_Final_ID57 - Resource change Page 1
  • 19. ID Task Name Fixed Cost Fixed Cost Accrual Total Cost Baseline Variance Actual Remaining 80 Adjust / Enhance Content $0.00 Prorated $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $99,919.67 $0.00 $99,919.67 $0.00 $99,919.67 Budget Report as of Tue 7/27/10 GC Project Plan_Option B_Final_ID57 - Resource change Page 2
  • 20. 8    Preliminary Program Evaluation Plan  GC will use Donald L Kirkpatrick's training evaluation model ‐ the four levels of learning evaluation to  determine the success of this program. This grid illustrates the basic Kirkpatrick structure.  Level  Evaluation  Type   Evaluation Description  and Characteristics  Examples of Evaluation Tools and Methods  1  Reaction  Reaction evaluation is  how the delegates felt  about the training or  learning experience.   GC will provide online training surveys or questionnaires for  participants to complete. The questions on these surveys will be  multiple choice, short answer, and essay. The questions will be  geared to evaluate how participants feel about the program and  learning experience. The surveys and questionnaires are included  in the price of the program. GC will ask HCC to enforce  participation. GC will collect the data and provide results to HCC  in a comprehensive evaluation report for each class.   2  Learning  Learning evaluation is  the measurement of  the increase in  knowledge ‐ before and  after.  GC will develop pre and post assessments for all aspects of  learning. GC will collect the data electronically for the online  portions of the program. HCC will be responsible for distributing,  collecting and delivering paper pre and post assessments to GC.  The questions on the pre and post assessments will be content  driven. Pre‐assessment will include questions that are more fact‐ based. Post assessments will include questions that are more  scenario based. GC will analyze the data and provide results to  HCC in a comprehensive evaluation report for each class. This  service is included in the price of the program.  3  Behavior  Behavior evaluation is  the extent of applied  learning back on the  job ‐ implementation.  GC will perform one site visit for each class facilitated by its  instructors. GC personnel will make observations and conduct  interviews to assess change, relevance of change, and  sustainability of change. GC will provide HCC with the documents  required to perform ongoing observations and interviews  independently of GC.   4  Results   Results evaluation is  the effect on the  business or  environment by the  trainee.  GC will provide HCC with the documents required to perform  ongoing observations and interviews independently of GC. The  results measure of the success of this program over time will  remain in the ownership and responsibility of HCC.    Information in columns 1‐3 cited from:  http://www.businessballs.com/kirkpatricklearningevaluationmodel.htm 
  • 21. 9    HCC’s Return on Investment (ROI)  Global Connections believes that Return on Investment (ROI) is about more than dollars and cents. In  addition to the prices listed, GC is prepared to compile and organize data regarding the following:   Number of incidents related to employee personal conduct and use of company assets before and  after training is delivered   Severity of incidents related to employee personal conduct and use of company assets before and  after training is delivered   Employee retention numbers before and after the training is delivered   Qualitative data through surveys or focus groups to evaluate job satisfaction, the effects of  personal conduct violations, etc.    In order to help HCC forecast their financial ROI, GC would need to know the following:   What was spent on previous trainings?   What did these expenses include?   What were the benefits and rewards (both financial and other) that were received from the  training?    Ultimately, the value that GC offers is sustainability. Online training is easily sustainable and available for  recurring use. If HCC finds that GC’s solution is higher than current practice, please note that long term  savings are a significant part of ROI.  Summary  Ultimately, Global Connections offers the total package. As the leaders in providing training solutions such  as instructor‐led training and eLearning, GC is here to meet all training needs. GC values collaboration and  invites HCC to view progress at all times during the development process. GC builds in convenient  milestone markers to help HCC plan accordingly. GC’s plans are low cost and high quality. GC uses  Kirkpatrick’s Learning Evaluation Theory to evaluate data to the highest industry standards. With all these  things considered, GC will increase ROI and employee satisfaction.    

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