Project Management
for Training
Jeffrey Keefer
July 7, 2009—Class 2
jk904@nyu.edu
X75.9952.001—Spring 2008
Tuesdays, 6:30pm – 8:30pm
Location: http://www.epsilen.com/crs/096318

Agenda
• Review CIQ
• Final Class Date / Time Change
• Discuss—“The Training Proposal” handout
• Discuss—Managing Training Projects
• Final Project Overview
• Project Terms Review
• ADDIE
• PMI Project Management Knowledge Areas
• Project Initiation & Charter
• Organizational Context
• The Triple Constraint
• BREAK
• Project Goals, Objectives, and Scope
• Organizations—PMI & ASTD
• CIQ
2

Critical Incident Questionnaire Results: 3
3

Day 6: Sunday, August 2,
5:00-6:30
http://www.flickr.com/photos/88903556@N00/182296479/sizes/m/ 4

“The Training Proposal” Handout
5

“Managing Training Projects”
6

Final Project (Training Plan)
1. Identify a learning
need
3. Create a Training
Plan for it
– ADDIE
– Project Life Cycle
5. Present it (via PPT)
7

Let’s Review Project Terms. . .
• Project
• Project Management
• Stakeholders
• Project Manager
• Project Team
• Sponsor
8

“Traditional” ADDIE
9

ADDIE Model

ADDIE Training Cycle
ADDIE is the standard model of the
training design process:
1. Analyze (the need)
2. Design (the objectives and strategy)
3. Develop (the training program itself)
4. Implement (the training design)
5. Evaluate (if the objectives were met)
11

Project Life Cycle
The Project Life Cycle
includes the phases of
the project from the
beginning to the end
This can also be
thought of in ADDIE
terms
12

PMI Project Management Knowledge Areas
1. Project Integration Management
2. Project Scope Management
3. Project Time Management
4. Project Cost Management
5. Project Quality Management
6. Project Human Resource Management
7. Project Communications Management
8. Project Risk Management
9. Project Procurement Management
13

Project Life Cycle:
Project Initiation
14

Project Initiation
(Scoping the Project)
• Project Request
– Project Concept Document
• Establish Goals and Objectives
• Identify Success Criteria
• List Assumptions, Risks, and Obstacles
• Project Roles defined
– includes project team and customer
15

Project Charter
(Project Definition)
• Formal document that acknowledges and recognizes
a project exists
• Includes:
– Statement of work
– Product scope description
– Strategic plan
– Project overview
– Project objectives
– Requirements
– Business Justification
– Resources / cost estimates
– Roles and responsibilities
– Sign-off
16

Organizational Context
17

Project Parameters
1. Scope
2. Time
3. Cost
4. Resources
5. Quality

Scope
A statement that defines
the boundaries of the project.

Time
The deadline for a project

Cost
The budget for doing the project

The Triple Constraint
22

Resources
Assets (people, equipment, materials)
that can be scheduled

Quality
The degree to which
a set of inherent characteristics
fulfill requirements (ISO 9000)

Scope Creep
Scope Creep is any
change in the project
not in the original plan.
25

Break
26

Project Goal
• Project goals provide purpose and
direction
• SMART Goals
– Specific
– Measurable
– Attainable
– Realistic
– Time-bound
27

Project Objectives
Objectives are more detailed
versions of the goal
28

Success Criteria
• The measurable business value that
results from the project:
– Increased value
– Reduced costs
– Improved service
• What must happen for the customer
and team to agree the project is a 29
success

Assumptions, Risks, and Obstacles
Assumptions:
– Technological
– Environmental
– Interpersonal
– Cultural
– Causal relationship
Risks
Obstacles 30

Final Project (Training Plan)
1. Identify a learning
need
3. Create a Training
Plan for it
– ADDIE
– Project Life Cycle
5. Present it (via PPT)
31

Project Charter &
Project Concept Document
32

Discuss Learning Need
(Final Project Ideas)
33

34

Critical Incident Questionnaire
(CIQ) Online
http://www.surveymonkey.com/s.aspx?sm
(v6) 35

Next Deliverables
Check / Locate and
reply in Read Upload Any
course Heldman 3 Project
forum (5, 6, 7) Forms
Complete and
Submit Project Prepare Chapter
Charter & Project
to Explain
Concept
Document
36