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Time Estimate and Alignment Approach
Susan Prichard and Nathan Windeknecht
Operations & Service Training
The Solve
▪ Uncertain projects deadlines
▪ Additional resource requests
▪ Partial data and no accountability
What are we solving for?
Data Collection
Type of Training per 1 hour
Low Hours
Per hour of
Instruction
(2009)
High Hours
Per Hour of
Instruction
(2009)
Low Hours
Per hour of
Instruction
(2003)
High Hours
Per Hour of
Instruction
(2003)
Stand-up training (classroom) 43 185 20 70
Self-instructional print 40 93 80 125
Instructor-led, Web-based training delivery (using
software such as Centra, Adobe Connect, or WebEx-two-
way live audio with PowerPoint)
49 89 30 80
E-learning Developed without a Template
Text-only; limited interactivity; no animations 93 152 100 150
Moderate interactivity; limited animations 122 186 250 400
High interactivity; multiple animations 154 243 400 600
Intake and analysis
Project management
Design Online module
On-the-job solution
Blended learning plan
Bundle release
Metrics Breakdown
Designer Project
Development
Implementation OLM maintenance
Written maintenance
Coaching guide
Facilitator guide
Learning journal
Online module
Participant guide
PowerPoint
Recorded Call
Recorded demo
Test/quiz
Job aid
Task Solution Development
Metrics Breakdown
Data Collection
COMMUNICATING
THE WHY
SETTING
EXPECTATIONS
MAINTAINING
MOMENTUM
TRACKING AND
ANALYSIS
The Process
Comparative Time Estimate
An estimate based on other project estimates
Solution
Capacity Estimate
(hours)
Stakeholder Impact
Estimate (days)
Blended Learning Plan – New or Rewrite 345 Hours/ 3-day LP 16 Weeks
Bundle Release 65 Hours 12 Weeks
On the Job Solution 45 Hours 6 Weeks
Online Content Maintenance 22 Hours 8 Weeks
Written Content Maintenance 40 Hours 8 Weeks
Bottom-Up Time Estimate
Identifying time to complete each of the detailed solutions and tasks, then summing them to
determine the total time.
Format Unit Description
Capacity
Hours/Unit
Job Aid Five page written text and screenshots outlining major transactions/steps 20
Facilitator/Participant
Guide
One "playbook" with facilitation/speaking points to accompany training
presentation per one-day learning plan
60
Coaching Guide 20 pages of written direction for an on-the-job coach to deliver 30
Classroom PowerPoint One training presentation to accompany a one-day learning plan 20
Recorded Demo/Call One recorded on-screen demo (~five minutes) of specific task /
transaction, made with Captivate, Replay, or similar tool; assumes job aid
documentation exists; or a recorded call for a call library
10
Online Module One application-focused module with practice and learner interactivity 90
Test/Assessment 20 questions covering material found in a learning plan 8
Results
Intake and
Analysis
10%
Project
Management
10%
Design
10%
Implementation
10%
Development
60%
Time
Estimate
Alignment
> 85%
Delivery Dependencies
What we can't control
▪ Outside reviews
▪ Stakeholder approvals
▪ Compliance and legal approvals
JANUARY
6
13
20
27
7
14
21
28
1
8
15
22
29
2
9
16
23
30
3
10
17
24
31
4
11
18
25
5
12
19
26
SUN MON TUE WED THUR FRI SAT
Additional resource
requests.
Partial data and no
accountability.
Uncertain project
deadlines.
RESULT:
Clearer definition of
what can be delivered
and when.
RESULT:
Data supported the
business case to
bring on more
resources.
RESULT:
• 6 of 9 months we've hit our goal!
• Team members are accountable
to their goals.
• We can more easily identify and
communicate trade-offs to
stakeholders.
Going back to the "Why"
Do What We Did
Recommendations
▪ Track the time
▪ Gather enough data to make estimates
▪ Hold the team accountable
▪ What questions do you have?
Thank you!
Appendix
Time Estimate and Alignment Approach
Time Estimate and Alignment Approach
Time Estimate and Alignment Approach

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Time Estimate and Alignment Approach

  • 1. Time Estimate and Alignment Approach Susan Prichard and Nathan Windeknecht Operations & Service Training
  • 2. The Solve ▪ Uncertain projects deadlines ▪ Additional resource requests ▪ Partial data and no accountability What are we solving for?
  • 3. Data Collection Type of Training per 1 hour Low Hours Per hour of Instruction (2009) High Hours Per Hour of Instruction (2009) Low Hours Per hour of Instruction (2003) High Hours Per Hour of Instruction (2003) Stand-up training (classroom) 43 185 20 70 Self-instructional print 40 93 80 125 Instructor-led, Web-based training delivery (using software such as Centra, Adobe Connect, or WebEx-two- way live audio with PowerPoint) 49 89 30 80 E-learning Developed without a Template Text-only; limited interactivity; no animations 93 152 100 150 Moderate interactivity; limited animations 122 186 250 400 High interactivity; multiple animations 154 243 400 600
  • 4. Intake and analysis Project management Design Online module On-the-job solution Blended learning plan Bundle release Metrics Breakdown Designer Project Development Implementation OLM maintenance Written maintenance Coaching guide Facilitator guide Learning journal Online module Participant guide PowerPoint Recorded Call Recorded demo Test/quiz Job aid Task Solution Development Metrics Breakdown
  • 6. Comparative Time Estimate An estimate based on other project estimates Solution Capacity Estimate (hours) Stakeholder Impact Estimate (days) Blended Learning Plan – New or Rewrite 345 Hours/ 3-day LP 16 Weeks Bundle Release 65 Hours 12 Weeks On the Job Solution 45 Hours 6 Weeks Online Content Maintenance 22 Hours 8 Weeks Written Content Maintenance 40 Hours 8 Weeks
  • 7. Bottom-Up Time Estimate Identifying time to complete each of the detailed solutions and tasks, then summing them to determine the total time. Format Unit Description Capacity Hours/Unit Job Aid Five page written text and screenshots outlining major transactions/steps 20 Facilitator/Participant Guide One "playbook" with facilitation/speaking points to accompany training presentation per one-day learning plan 60 Coaching Guide 20 pages of written direction for an on-the-job coach to deliver 30 Classroom PowerPoint One training presentation to accompany a one-day learning plan 20 Recorded Demo/Call One recorded on-screen demo (~five minutes) of specific task / transaction, made with Captivate, Replay, or similar tool; assumes job aid documentation exists; or a recorded call for a call library 10 Online Module One application-focused module with practice and learner interactivity 90 Test/Assessment 20 questions covering material found in a learning plan 8
  • 9. Delivery Dependencies What we can't control ▪ Outside reviews ▪ Stakeholder approvals ▪ Compliance and legal approvals JANUARY 6 13 20 27 7 14 21 28 1 8 15 22 29 2 9 16 23 30 3 10 17 24 31 4 11 18 25 5 12 19 26 SUN MON TUE WED THUR FRI SAT
  • 10. Additional resource requests. Partial data and no accountability. Uncertain project deadlines. RESULT: Clearer definition of what can be delivered and when. RESULT: Data supported the business case to bring on more resources. RESULT: • 6 of 9 months we've hit our goal! • Team members are accountable to their goals. • We can more easily identify and communicate trade-offs to stakeholders. Going back to the "Why"
  • 11. Do What We Did Recommendations ▪ Track the time ▪ Gather enough data to make estimates ▪ Hold the team accountable
  • 12. ▪ What questions do you have? Thank you!