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ID Project Management

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ID Project Management: Tools and Techniques for Instructional Designers and Developers

     

ID Project Management, the award-winning text by Michael Greer, is a book of tools to help project managers take control of their instructional development projects.

Background | What This Book Can Do For You | Table of Contents | List of Tools and Techniques | What the Reviewers Say |  How to Order

Background

As most instructional design (ID) professionals know, there are all sorts of models and tools available to help organize the development process. But the job of the ID project manager is not so well defined.  Like any manager, the ID project manager must complete projects within limited budgets and schedules. Yet good instructional design and development principles often collide with these "bottom-line" constraints.  ID project managers must therefore walk a tightrope, suspended between their own ID conscience and their management's requirements for fast, cost-effective training.  Faced with these pressures, it is difficult to create high-quality instructional materials. To be effective, a good project manager must be able to perform exactly the right management interventions at exactly the right times.

What This Book Can Do For You

By providing a conceptual framework (a 10-step project management model) and the tools and techniques to make interventions within this framework, this book will help ID project managers quickly determine the proper course of action at any point in the development process.  Specifically, this book presents 37 different tools (worksheets, guidelines, checklists) and describes how you can use them to get concrete answers to questions like these:

bulletWhat are the types and amounts of instructional materials we will need to develop?
bulletHow long will it take to draft, revise, test, and produce these materials?
bulletHow much will it cost (i.e., how much should I budget) to develop these materials?
bulletWhat are some specific roles and responsibilities I should assign to each member of my development team?
bulletWhat events should I include in my project schedule?
bulletWhat are the critical components of a Project Diary?
bulletWhat specific directions should I provide reviewers and subject matter experts (SMEs) when they review drafts?
bulletHow do I organize and execute a "test run" of my materials and then conduct an effective debriefing of participants?

If you plan, manage, or help to manage ID projects, this book is likely to save you time, frustration, and money by helping you make sure your ID team gets the job done right the first time.

Table of Contents for ID Project Management

Preface (pages xv - xvi)

bulletOur Goals
bulletWhat This Book Is Not About!
bulletWhy ID Project Management
bulletIs This Book for You?

Chapter 1: An Overview of ID Project Management (pages 1 - 14)

bulletA Distinction: ID Projects vs. Ongoing ID Programs
bulletManager or Juggler?
bulletAssumptions
bulletA Typical ID Project Management Model
bulletPhase I: Project Planning
bulletPhase II: Instructional Development
bulletPhase III: Follow Up
bulletThe Job of the Project Manager
bulletPhase I: Project Planning
bulletPhase II: Instructional Development
bulletPhase III: Follow Up
bulletConclusion

Chapter 2: How to Determine Project Scope (pages 15 - 64)

bulletThe Big Picture
bulletEstimating Required Materials
bulletTypical Materials Created
bulletTools for Estimating Materials
bulletCase Study Example 1: Estimating Materials Required
bulletEstimating Time Required
bulletConsulting Time
bulletDevelopment Time
bulletTools for Estimating Time Required
bulletCase Study Example 2: Estimating Time Required
bulletArrgh! It's Going to Take Too Long!
bulletEstimating Project Costs
bulletTwo Types of Project Costs
bulletFiguring Project Costs
bulletCase Study Example 3: Estimating Project Costs
bulletArrgh! It's Going to Cost Too Much!
bulletConclusion

Chapter 3: How to Organize the Project (pages 65 - 94)

bulletOverview
bulletConfirm Project Assumptions
bulletAssemble the Project Team
bulletIt's Okay to Combine Roles...Sometimes
bulletFind the Right SMEs
bulletExpect Your Sponsor to Filter SME Input
bulletHire the Right Designers
bulletProject Roles & Project Decision-Making
bulletSet Up the Project Diary
bulletTwo Powerful Tools
bulletHold the Kickoff Meeting
bulletConclusion

Chapter 4: How to Gather Information (pages 95 - 108)

bulletOverview of Step 3: Gather Information
bulletPlanning to Gather Information
bulletStimulating Action
bulletIntervening
bulletConclusion

Chapter 5: How to Develop the Blueprint (pages 109 - 118)

bulletWhat's a Blueprint?
bulletWhy Bother Developing a Blueprint?
bulletYour Role as Manager
bulletBrainstorm Instructional Strategies
bulletDevelop the Blueprint
bulletQuality-Assure (QA) the Blueprint
bulletDistribute to Reviewers
bulletObtain Feedback and Sign-off
bulletConclusion

Chapter 6: How to Create Draft Materials (pages 119 - 130)

bulletWhat Are Draft Materials?
bulletWhy Bother Creating Draft Materials?
bulletWhat Should Your Drafts Include?
bulletYour Role as Manager
bulletCreate Draft Materials
bulletQuality-Assure (QA)
bulletDistribute to Reviewers
bulletObtain Feedback and Sign-off
bulletRevise for Testing
bulletConclusion

Chapter 7: How to Test Draft Materials (pages 131 - 148)

bulletSome Distinctions and a Definition
bulletWhy Bother Testing Draft Materials?
bulletYour Role as Manager
bulletObtain Test Subjects
bulletPrepare for the Test
bulletConduct the Test
bulletDebrief
bulletDetermine Revisions
bulletConclusion

Chapter 8: How to Produce Master Materials (pages 149 - 164)

bulletWhere Production Fits In
bulletInstructional Integrity Versus Production Values
bulletYour Role as Manager
bulletOrient Producers
bulletEstablish Production Method and Schedule
bulletReview Samples
bulletAttend Production Sessions
bulletObtain Sponsor Approval
bulletConclusion

Chapter 9: How to Manage Reproduction and Distribution (pages 165 - 178)

bulletAbout Reproduction and Distribution
bulletYour Role as Manager
bulletOrient Reproduction and Distribution Team
bulletConfirm Reproduction/Distribution Methodand Schedule
bulletReview Samples
bulletInspect Storage and Distribution System
bulletObtain Sponsor Approval
bulletConclusion

Chapter 10: How to Manage Follow-Up Evaluation (pages 179 - 187)

bulletTwo Assumptions
bulletCaution: Seek Expert Advice
bulletAbout Follow-Up Evaluation
bulletTypical Tasks in Follow-Up Evaluation
bulletDefine Objectives and Select a Strategy
bulletDevelop Tools
bulletImplement the Strategy
bulletSynthesize and Analyze
bulletReport and Recommend
bulletConclusion
bulletSome Final Thoughts (pages 188 - 190)
bulletHire the Best People You Can
bulletGet the Trivia Out of Their Way
bulletPlan and Replan Daily

Appendix A: Working with Vendors (pages 191 - 218)

bulletWhat Is a Vendor, Anyway?
bulletFour Types of Vendors
bulletThe Large National Vendor
bulletThe Large Regional Vendor
bulletThe Vendor Mhocracy
bulletThe Independent Consultant
bulletWhich Vendor Organization Is Right for You?
bulletSelecting and Managing Vendors
bulletDecide If You Need a Vendor
bulletCreate a Request for Proposal (RFP)
bulletHold a Bidder's Conference
bulletSelect the Best Vendor
bulletNegotiate the Vendor Contract
bulletDeal with the Paperwork
bulletConclusion

Appendix B: Manager Activities Summaries (pages 219 - 222)

Suggested Readings and References (pages 223 - 224)

Index (pages 225 - 227)

List of Tools and Techniques

To Support ID Project Planning

bulletWorksheet: Estimating Materials Required
bulletRules of Thumb: Estimating Materials Required
bulletWorksheet: Estimating Project Time
bulletTypical Rules of Thumb for Estimating Time
bulletWorksheet: Estimating Project Costs
bulletGuidelines for Confirming Project Assumptions
bulletWho's Who on Your Project Team: A Reference Aid
bulletThe Project Diary: Guidelines and Samples
bulletPlanning the Kickoff Meeting
bulletWorksheet: The Project Calendar

To Support Gathering Information

bulletWorksheet: What Information Is Missing?
bulletChecklist: Potential Information Gathering Strategies
bulletWorksheet: Tightening Your Information Gathering Strategy
bulletIntervention Guidelines: Gathering Information

To Support Creation of Blueprint (Design Document)

bulletCriteria for Internal QA of Blueprint
bulletSample Cover Letter to Reviewers of the Blueprint

To Support Creation of Draft Instructional Materials

bulletSuggested Guidelines for Internal QA of Drafts
bulletSample Cover Letter to Reviewers of the Draft Materials

To Support Testing of Draft Materials (Developmental or formative testing)

bulletGuidelines for Obtaining Test Subjects
bulletChecklist: Test Preparation Chores
bulletGuidelines for Conducting the Test
bulletTest Debriefing Guidelines
bulletHow to Determine Revisions

To Support Production, Reproduction, and Distribution of Instructional Materials

bulletGuidelines for the Production Orientation Meeting
bulletTypical Production Checkpoints
bulletPrint Production Evaluation Checklist
bulletAudio-Visual Production Evaluation Checklist
bulletGuidelines for the Reproduction and Distribution Orientation
bulletMeeting
bulletReproduction Evaluation Checklist
bulletSample Reproduction and Distribution Checkpoints
bulletImportant Features of a Storage and Distribution System

To Support Vendor Selection and Management

bulletDecision Aid: Do We Need a Vendor?
bulletGuidelines for Creating the Request for Proposal (RFP)
bulletGuidelines for Planning the Bidder's Conference
bulletDecision Aid: Select the Best Vendor
bulletGuidelines for Negotiating the Vendor Contract
bulletInvoice Tracker

What the Reviewers Say

In 1992 the Association for Educational Communications & Technology's (AECT's) Division of Instructional Development awarded ID Project Management its "ID Tool of the Year" award because of its unique contribution to the management of instructional development.  What's more, the series of articles on which the book is based was awarded ISPI 's (formerly NSPI) Outstanding Article Series.  

ID professionals agree, the material in this book is powerful.  Here is some reviewers have said: 

"... Mike's book, ID Project Management, is a real life saver... specifically targeted at people who manage ID projects... very much a "how to" book... Mike offers numerous tips, techniques, and tools that are guaranteed to help save you and your clients time, aggravation, and money... The most enduring value of the book lies in its extensive collection of job aids... 37 worksheets, guidelines and checklists...you will refer to again and again."  Jerry Rosen, Performance and Instruction, May/June 1992
"The scope of the book is wide, and follows an ID project through a logical sequence from start to finish in ten steps... I feel that this book is a very worthwhile addition to the professional library of any Human Performance consultant.. Whether s/he is just a beginner who needs a lot of guidance in approaching a new, confusing, and perhaps overwhelming task, or an "old pro" who will find a fresh approach and/or some handy job aids useful. I'm certainly glad that I've got it on my bookshelf, but I'm afraid that it won't retain its shiny new condition for very long."  Richard H. Miller, Columbia Northwest Chapter NSPI Newsletter, Spring 1992.
"This book is a compilation of tools and techniques that have a proven track record...A synthesis of patterns and practices observed by Michael Greer over the past twenty years. The book is an impressive resource and guide to those interested in ID Project Management. It is full of easy to use worksheets, guidelines, rules of thumb, and suggestions. It is especially exciting to see a book that follows sound ID concepts internally: varied text styles and font sizes, visually well organized, uncluttered pages, etc. It is thorough and well-written and would be a valuable addition to the personal library of any Instructional Designer and Developer."    Scott Schwab and Don Smellie (Dept. Head, Dept. of Instructional Technology, Utah State University, Logan, Utah) writing in Educational Technology Magazine, March/April 1992

Text Adoptions

A partial list of those who have adopted or volume-purchased ID Project Management:

Colleges and Universities

bulletClarion University of Pennsylvania
bulletFlorida State University
bulletIthaca College
bulletPortland State University
bulletUniversity of Colorado at Denver
bulletUniversity of Georgia at Athens
bulletUniversity of Northern Colorado
bulletUniversity of Texas Health Science Center in Houston
bulletUniversity of Toledo
bulletUniversity of Virginia, Charlottesville
bulletUtah State University
bulletWayne State University, Detroit

Business and Professional Organizations

bulletAmerican Red Cross, Drew Institute
bulletSouthern California Edison
bulletHarold Stolovich & Associates
bulletNational Education Centers
bulletCorning, Inc.
bulletUS Office of Personnel Management
bulletRespironics, Inc.
bulletHewlett-Packard
bulletTandem Computer
bulletUnited Nations Conference on Trade and Development in Geneva, Switzerland

How to Order

bulletWeb-based distributor for ID Project Management text: Fatbrain.com
bulletAlternate web-based distributor for ID Project Management text: Amazon.Com Books
bulletTo order this handbook directly from the publisher, send a check for $39.95 plus $4 shipping to:
Educational Technology Publications, 7
bulletEducational Technology Publications FAX (Worldwide):  (201) 871-4009
bullete-mail:  EdTecPubs@aol.com  or  l lipsitz@aol.com