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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:

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

Our Goals
What This Book Is Not About!
Why ID Project Management
Is This Book for You?

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

A Distinction: ID Projects vs. Ongoing ID Programs
Manager or Juggler?
Assumptions
A Typical ID Project Management Model
Phase I: Project Planning
Phase II: Instructional Development
Phase III: Follow Up
The Job of the Project Manager
Phase I: Project Planning
Phase II: Instructional Development
Phase III: Follow Up
Conclusion

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

The Big Picture
Estimating Required Materials
Typical Materials Created
Tools for Estimating Materials
Case Study Example 1: Estimating Materials Required
Estimating Time Required
Consulting Time
Development Time
Tools for Estimating Time Required
Case Study Example 2: Estimating Time Required
Arrgh! It's Going to Take Too Long!
Estimating Project Costs
Two Types of Project Costs
Figuring Project Costs
Case Study Example 3: Estimating Project Costs
Arrgh! It's Going to Cost Too Much!
Conclusion

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

Overview
Confirm Project Assumptions
Assemble the Project Team
It's Okay to Combine Roles...Sometimes
Find the Right SMEs
Expect Your Sponsor to Filter SME Input
Hire the Right Designers
Project Roles & Project Decision-Making
Set Up the Project Diary
Two Powerful Tools
Hold the Kickoff Meeting
Conclusion

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

Overview of Step 3: Gather Information
Planning to Gather Information
Stimulating Action
Intervening
Conclusion

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

What's a Blueprint?
Why Bother Developing a Blueprint?
Your Role as Manager
Brainstorm Instructional Strategies
Develop the Blueprint
Quality-Assure (QA) the Blueprint
Distribute to Reviewers
Obtain Feedback and Sign-off
Conclusion

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

What Are Draft Materials?
Why Bother Creating Draft Materials?
What Should Your Drafts Include?
Your Role as Manager
Create Draft Materials
Quality-Assure (QA)
Distribute to Reviewers
Obtain Feedback and Sign-off
Revise for Testing
Conclusion

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

Some Distinctions and a Definition
Why Bother Testing Draft Materials?
Your Role as Manager
Obtain Test Subjects
Prepare for the Test
Conduct the Test
Debrief
Determine Revisions
Conclusion

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

Where Production Fits In
Instructional Integrity Versus Production Values
Your Role as Manager
Orient Producers
Establish Production Method and Schedule
Review Samples
Attend Production Sessions
Obtain Sponsor Approval
Conclusion

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

About Reproduction and Distribution
Your Role as Manager
Orient Reproduction and Distribution Team
Confirm Reproduction/Distribution Methodand Schedule
Review Samples
Inspect Storage and Distribution System
Obtain Sponsor Approval
Conclusion

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

Two Assumptions
Caution: Seek Expert Advice
About Follow-Up Evaluation
Typical Tasks in Follow-Up Evaluation
Define Objectives and Select a Strategy
Develop Tools
Implement the Strategy
Synthesize and Analyze
Report and Recommend
Conclusion
Some Final Thoughts (pages 188 - 190)
Hire the Best People You Can
Get the Trivia Out of Their Way
Plan and Replan Daily

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

What Is a Vendor, Anyway?
Four Types of Vendors
The Large National Vendor
The Large Regional Vendor
The Vendor Mhocracy
The Independent Consultant
Which Vendor Organization Is Right for You?
Selecting and Managing Vendors
Decide If You Need a Vendor
Create a Request for Proposal (RFP)
Hold a Bidder's Conference
Select the Best Vendor
Negotiate the Vendor Contract
Deal with the Paperwork
Conclusion

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

Worksheet: Estimating Materials Required
Rules of Thumb: Estimating Materials Required
Worksheet: Estimating Project Time
Typical Rules of Thumb for Estimating Time
Worksheet: Estimating Project Costs
Guidelines for Confirming Project Assumptions
Who's Who on Your Project Team: A Reference Aid
The Project Diary: Guidelines and Samples
Planning the Kickoff Meeting
Worksheet: The Project Calendar

To Support Gathering Information

Worksheet: What Information Is Missing?
Checklist: Potential Information Gathering Strategies
Worksheet: Tightening Your Information Gathering Strategy
Intervention Guidelines: Gathering Information

To Support Creation of Blueprint (Design Document)

Criteria for Internal QA of Blueprint
Sample Cover Letter to Reviewers of the Blueprint

To Support Creation of Draft Instructional Materials

Suggested Guidelines for Internal QA of Drafts
Sample Cover Letter to Reviewers of the Draft Materials

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

Guidelines for Obtaining Test Subjects
Checklist: Test Preparation Chores
Guidelines for Conducting the Test
Test Debriefing Guidelines
How to Determine Revisions

To Support Production, Reproduction, and Distribution of Instructional Materials

Guidelines for the Production Orientation Meeting
Typical Production Checkpoints
Print Production Evaluation Checklist
Audio-Visual Production Evaluation Checklist
Guidelines for the Reproduction and Distribution Orientation
Meeting
Reproduction Evaluation Checklist
Sample Reproduction and Distribution Checkpoints
Important Features of a Storage and Distribution System

To Support Vendor Selection and Management

Decision Aid: Do We Need a Vendor?
Guidelines for Creating the Request for Proposal (RFP)
Guidelines for Planning the Bidder's Conference
Decision Aid: Select the Best Vendor
Guidelines for Negotiating the Vendor Contract
Invoice 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

Clarion University of Pennsylvania
Florida State University
Ithaca College
Portland State University
University of Colorado at Denver
University of Georgia at Athens
University of Northern Colorado
University of Texas Health Science Center in Houston
University of Toledo
University of Virginia, Charlottesville
Utah State University
Wayne State University, Detroit

Business and Professional Organizations

American Red Cross, Drew Institute
Southern California Edison
Harold Stolovich & Associates
National Education Centers
Corning, Inc.
US Office of Personnel Management
Respironics, Inc.
Hewlett-Packard
Tandem Computer
United Nations Conference on Trade and Development in Geneva, Switzerland

How to Order

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