Survey
* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project
* Your assessment is very important for improving the workof artificial intelligence, which forms the content of this project
To The World and Beyond Instructional Design Consulting Services San Antonio, TX 78228 WIDGETMART: Electronic Performance Support System Date: 09/07/2014 Project Manager: Marvin Miller Project Manager Tracking Number: C0001 Contents Statement of Work ....................................................................................................................................... 3 Project Scope Statement .............................................................................................................................. 6 Work Breakdown Structure ........................................................................................................................ 10 Project Schedule and Resource Allocation Plan ......................................................................................... 12 Communication Plan ................................................................................................................................... 16 Project Monitoring Matrix .......................................................................................................................... 19 Project Close-out Checklist ......................................................................................................................... 24 To The World and Beyond Instructional Design Consulting Services San Antonio, TX 78228 Statement of Work Project Name: WidgetMart, Electronic Performance Support System Date: 09/07/2014 Project Manager: Marvin Miller Project Tracking Number: C0001 Project Purpose: Integration of Electronic Performance Support System (EPSS) used for the following functions: • • • • Applications with embedded knowledge Reference function Job Aid function Computer-based Instruction functions EPSS will be a single, seamless package, with variations for affiliate stores and unique requirements for various countries where WidgetMart has retail locations. Project Stakeholders: • • • • • • • Ellen Tyson, Business application development Josie Bednarski, Subject Matter Expert, Training and Information Tim Hosch, Translation expert Barry Murphy, Change Management development and Internal marketing Davey Jones, Instructional Designer and Trainer Marvin Miller, Project Manager Anthony Starkosky, WidgetMart Executive Statement of Work Constraints: • • • • • • • Operations manual and training materials are organized differently and contain obsolete information, information must be organized and updated Change management training for company culture change Translation and variations needed for various countries where WidgetMart has retail locations One month from initial project meeting, review progress of development and begin recruitment of beta testers Three months from initial project meeting, begin beta testing Six months from initial project meeting, review beta testing results and begin full implementation of EPSS at flagship stores Seven months from initial project meeting, complete implementation of EPSS Assumptions: • • • • Resources will be available for translations, may have to be outsourced Executive staff will be signing off on proposal and project While no time estimate was given in the brief, a few have been created for milestones Staff will be available for beta testing Objectives: • Remove or update obsolete information • • • Organize information into one of the four functions World-wide implementation of EPSS All employees, from entry-level staff to district managers will be trained on using EPSS To The World and Beyond Instructional Design Consulting Services San Antonio, TX 78228 Project Scope Statement Project Name: WidgetMart, Electronic Performance Support System Date: 09/07/2014 Project Manager: Marvin Miller Project Tracking Number: C0001 Overview of Deliverables: Integration of Electronic Performance Support System (EPSS) used for the following functions: • • • • Applications with embedded knowledge Reference function Job Aid function Computer-based Instruction functions EPSS will be a single, seamless package, with variations for affiliate stores and unique requirements for various countries where WidgetMart has retail locations. The following deliverables will be accomplished: Remove or update obsolete information • Organize information into one of the four functions • World-wide implementation of EPSS • All employees, from entry-level staff to district managers will be trained on using EPSS Specific Project Objectives & Success Criteria • • • • • • • • Operations manual and training materials are organized differently and contain obsolete information, information must be organized and updated Develop applications for EPSS o Applications with Embedded Knowledge o Reference Function o Computer-based Instruction functions o Job Aid Function Develop Change management training for company culture change Translate and provide localized variations of training, knowledge, and applications for various countries where WidgetMart has retail locations Develop and initiate beta test Deliver complete implementation of EPSS at flagship stores After successful initial implementation at flagship stores, begin and complete rollout to remaining stores Provide training for all staff on new procedures and technology Primary Project Stakeholders: • • • • • • • Ellen Tyson, Business application development Josie Bednarski, Subject Matter Expert, Training and Information Tim Hosch, Translation expert Barry Murphy, Change Management development and Internal marketing Davey Jones, Instructional Designer and Trainer Marvin Miller, Project Manager Unspecified, WidgetMart Executive Scope Management: • • Change in project scope will be handled on a case-by-case basis. o Significant changes involving additional resources or time will require approval from senior management o Major changes involving reallocation of resources (for example moving a SME to another part of the project) will require the approval of the project manager o Minor changes within an individual project will require notification to the project manager Additions to the stated deliverables will only be considered within the scope of this current project with the following: o Approval of at least two senior executive staff members o Resources must be allocated to cover additional time and personnel requirements o Time for reassessment of project scope and delivery schedule Signatures: The following people agree that the above information is accurate: ______________________ Ellen Tyson, Business application development _____________________ Josie Bednarski, Subject Matter Expert, Training and Information ______________________ Tim Hosch, Translation expert ______________________ Barry Murphy, Change Management development and Internal marketing ______________________ Davey Jones, Instructional Designer and Trainer ______________________ Marvin Miller, Project Manager ______________________ Anthony Starkosky, Senior Executive To The World and Beyond Instructional Design Consulting Services San Antonio, TX 78228 Work Breakdown Structure Project Name: WidgetMart, Electronic Performance Support System Date: 09/07/2014 Project Manager: Marvin Miller Project Tracking Number: C0001 To The World and Beyond Instructional Design Consulting Services San Antonio, TX 78228 Project Schedule and Resource Allocation Plan Project Name: WidgetMart, Electronic Performance Support System Date: 09/07/2014 Project Manager: Marvin Miller Project Tracking Number: C0001 Resource Allocation Plan showing estimated costs of each resource, total cost of all resources, and individual hourly cost of each resource. Initial schedule of each resource over time, including start and end dates, name of task, and resources allocated to that task. To The World and Beyond Instructional Design Consulting Services San Antonio, TX 78228 Communication Plan Project Name: WidgetMart, Electronic Performance Support System Date: 09/07/2014 Project Manager: Marvin Miller Project Tracking Number: C0001 Who (Receiver) What Information When (How Often) How (Form/Medium) Who Creates & Publishes All primary stakeholders Kick-off meeting/information Feb 1 Email, in-person Marvin Miller Barry Murphy, Josie Bedarski, Davey Jones Project phase start for Organizing and updating training materials Feb 1, start of each module Email Marvin Miller Ellen Tyson Project phase start for Application development Feb 1, start of each module Email Marvin Miller Tim Hosch Project phase start for translation Feb 1, start of each module Email Marvin Miller Ellen Tyson BETA Test initiation Completion of Application development for each module Email Marvin Miller (Ellen Tyson, Jose Bednarski, Tim Hosch, Barry Murphy, Davy Jones) Who (Receiver) What Information When (How Often) How (Form/Medium) Who Creates & Publishes Davey Jones Training start Completion of each BETA test Email Marvin Miller All stakeholders Project status review Weekly Email, in-person Marvin Miller BETA Testers What to test, expectations of testers Start of BETA test Email Ellen Tyson Programming Team Information about needs of the modules that need to be created Start of each module development Email, in-person Ellen Tyson Translation Team Needs of each module Start of each module translation Email, in-person Tim Hosch Trainers Expectation of training for each module Start of each training development phase Email, in-person Davey Jones WidgetMart Executive Update on project, end of project Weekly, end of project Email Marvin Miller All stakeholders Completion of project, project review End of project Email, in-person Marvin Miller To The World and Beyond Instructional Design Consulting Services San Antonio, TX 78228 Project Monitoring Matrix Project Name: WidgetMart, Electronic Performance Support System Date: 09/07/2014 Project Manager: Marvin Miller Project Tracking Number: C0001 Activity Scheduled Start/End Date Actual Start/End Dates Notes Overall project 02/02/-04/09 02/02 – ongoing Project started (Feb 1) Translation phase 1 started late (new start 02/14) Application development finished early (finish date 02/15) Organize and update training materials (Applications with Embedded Knowledge) 02/02-02/11 02/02/02/11 Identified training issues, found many outdated information modules Develop Applications (Applications with Embedded Knowledge) 02/06-02/17 02/06-02/15 Programmers discovered an algorithm which increased productivity, reduced workload by two days Translate materials (Applications 02/12-02/25 with Embedded Knowledge) 02/12-02/27 Personal family matter with one of the translators caused delay BETA test (Applications with Embedded Knowledge) 02/18 – 02/24 BETA testers requested an extra day for increased testing, denied due to this would delay schedule 02/18 – 02/24 Activity Scheduled Start/End Date Actual Start/End Dates Notes Training (Applications with Embedded Knowledge) 02/26-02/27 02/26 – 02/27 Training developed and completed Organize and update training materials (Reference Function) 02/16 – 02/25 02/16 – 02/25 Modules were found to be incomplete, extra research required to fill in gaps Develop Applications (Reference Function) 02/18 – 2/25 02/18 – 02/26 Power outage at office, delayed by one day 03/03 (Bug fix) BETA test found a major bug, required an extra day of work Translate materials (Reference Function) 02/26 – 03/11 02/27 – 03/11 Translation team put in extra hours to help with project delay, becoming more familiar with materials for translation BETA test (Reference Function) 03/02 – 03/06 03/02 – 03/07 Found a showstopper bug, sent to programming team Training (Reference Function) 03/12 – 03/12 03/12 – 03/12 Successful training completed Organize and update training materials (Computer-based Instruction Functions) 02/27 – 03/10 Not started Activity Scheduled Start/End Date Actual Start/End Dates Develop Applications (Computer-based Instruction Functions) 03/02 – 03/09 Not started Translate materials (Computerbased Instruction Functions) 03/12 – 03/25 Not started BETA test (Computer-based Instruction Functions) 03/10 – 03/16 Not started Training (Computer-based Instruction Functions) 03/26 – 03/26 Not started Organize and update training materials (Job Aid Function) 03/12 – 03/23 Not started Develop Applications (Job Aid Function) 03/10 – 03/17 Not started Translate materials (Job Aid Function) 03/26 – 04/08 Not started Notes Activity Scheduled Start/End Date Actual Start/End Dates BETA test (Job Aid Function) 03/18 – 03/24 Not started Training (Job Aid Function) 04/09 – 04/09 Not started Notes I chose the case study “Davey Jones: Designing an Electronic Performance Support System. I created some roadblocks to delay the project and a couple of opportunities for the work to finish faster, so in the end it was about even. To The World and Beyond Instructional Design Consulting Services San Antonio, TX 78228 Project Close-out Checklist Project Name: WidgetMart, Electronic Performance Support System Date: 09/07/2014 Project Manager: Marvin Miller Project Tracking Number: C0001 Primary Stakeholders • • • • • • • Ellen Tyson, Business application development Josie Bednarski, Subject Matter Expert, Training and Information Tim Hosch, Translation expert Barry Murphy, Change Management development and Internal marketing Davey Jones, Instructional Designer and Trainer Marvin Miller, Project Manager Anthony Starkosky, WidgetMart Executive The above stakeholders will complete the actions below to finalize the project: Stakeholder Final Check-in action Ellen Tyson Applications with Embedded Knowledge Module complete and delivered Reference Function Module complete and delivered Computer-based Instructions Functions Module complete and delivered Job Aid Function Module complete and delivered Josie Bednarski Applications with Embedded Knowledge Module information updated Reference Function Module information updated Complete Stakeholder Final Check-in action Josie Bednarski Computer-based Instructions Functions Module information updated Job Aid Function Module complete and delivered Tim Hosch Applications with Embedded Knowledge Module translated Reference Function Module translated Computer-based Instructions Functions Module translated Job Aid Function Module translated Complete Stakeholder Final Check-in action Davey Jones Applications with Embedded Knowledge Module training complete Reference Function Module training complete Computer-based Instructions Functions Module training complete Job Aid Function Module training complete Marvin Miller Applications with Embedded Knowledge Module project complete Reference Function Module project complete Computer-based Instructions Functions Module project complete Complete Stakeholder Final Check-in action Marvin Miller Job Aid Function Module project complete Anthony Starkosky Electronic Performance Support System complete Complete