Project Management
     for Training
                Jeffrey Keefer
            July 7, 2009—Class 2

                 jk9...
Agenda
•   Review CIQ
•   Final Class Date / Time Change
•   Discuss—“The Training Proposal” handout
•   Discuss—Managing ...
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/ ...
“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 ...
Let’s Review Project Terms. . .
•   Project
•   Project Management
•   Stakeholders
•   Project Manager
•   Project Team
•...
“Traditional” ADDIE




                      9
ADDIE Model
ADDIE Training Cycle
ADDIE is the standard model of the
training design process:
  1.   Analyze (the need)
  2.   Design (...
Project Life Cycle


The Project Life Cycle
includes the phases of
the project from the
beginning to the end

This can als...
PMI Project Management Knowledge Areas

1.   Project Integration Management
2.   Project Scope Management
3.   Project Tim...
Project Life Cycle:
 Project Initiation




                      14
Project Initiation
             (Scoping the Project)
• Project Request
   – Project Concept Document

• Establish Goals a...
Project Charter
                  (Project Definition)
• Formal document that acknowledges and recognizes
  a project exis...
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
  –...
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
 ...
Assumptions, Risks, and Obstacles


Assumptions:
  –   Technological
  –   Environmental
  –   Interpersonal
  –   Cultura...
Final Project (Training Plan)
1. Identify a learning
   need

3. Create a Training
   Plan for it
   – ADDIE
   – Project ...
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)    ...
Next Deliverables
Check /                     Locate and
reply in         Read       Upload Any
course         Heldman    ...
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Project Management for Training - Class 2

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This is class 2 for the summer session of the online Project Management for Training class I am teaching at New York University:
http://www.epsilen.com/crs/096318

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Project Management for Training - Class 2

  1. 1. 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
  2. 2. 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
  3. 3. Critical Incident Questionnaire Results: 3 3
  4. 4. Day 6: Sunday, August 2, 5:00-6:30 http://www.flickr.com/photos/88903556@N00/182296479/sizes/m/ 4
  5. 5. “The Training Proposal” Handout 5
  6. 6. “Managing Training Projects” 6
  7. 7. 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
  8. 8. Let’s Review Project Terms. . . • Project • Project Management • Stakeholders • Project Manager • Project Team • Sponsor 8
  9. 9. “Traditional” ADDIE 9
  10. 10. ADDIE Model
  11. 11. 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
  12. 12. 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
  13. 13. 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
  14. 14. Project Life Cycle: Project Initiation 14
  15. 15. 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
  16. 16. 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
  17. 17. Organizational Context 17
  18. 18. Project Parameters 1. Scope 2. Time 3. Cost 4. Resources 5. Quality
  19. 19. Scope A statement that defines the boundaries of the project.
  20. 20. Time The deadline for a project
  21. 21. Cost The budget for doing the project
  22. 22. The Triple Constraint 22
  23. 23. Resources Assets (people, equipment, materials) that can be scheduled
  24. 24. Quality The degree to which a set of inherent characteristics fulfill requirements (ISO 9000)
  25. 25. Scope Creep Scope Creep is any change in the project not in the original plan. 25
  26. 26. Break 26
  27. 27. Project Goal • Project goals provide purpose and direction • SMART Goals – Specific – Measurable – Attainable – Realistic – Time-bound 27
  28. 28. Project Objectives Objectives are more detailed versions of the goal 28
  29. 29. 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
  30. 30. Assumptions, Risks, and Obstacles Assumptions: – Technological – Environmental – Interpersonal – Cultural – Causal relationship Risks Obstacles 30
  31. 31. 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
  32. 32. Project Charter & Project Concept Document 32
  33. 33. Discuss Learning Need (Final Project Ideas) 33
  34. 34. 34
  35. 35. Critical Incident Questionnaire (CIQ) Online http://www.surveymonkey.com/s.aspx?sm (v6) 35
  36. 36. 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

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