Client, project, project initiation

Agenda

1

2

3

4

5

6

Introductions (5 minutes)

– Review of agenda

– Roles

– Ground rules

Project definition (25 minutes)

– Background

– Audience

– Objectives and key messages

– Expectations and constraints

Project lifecycle (15 minutes)

– Instructional design and development process

– Controls

Timescales and risks (10 minutes)

Project team (5 minutes)

Review of meeting points and actions (5 minutes)

3

NameNameNameName – project lead and instructional designer

NameNameNameName – technical lead

Client name Client name Client name Client name –––– role

Client name Client name Client name Client name –––– role

Roles

4

Ground rules

One conversation at a timeOne conversation at a timeOne conversation at a timeOne conversation at a time

One topic at a timeOne topic at a timeOne topic at a timeOne topic at a time

EveryoneEveryoneEveryoneEveryone’’’’s contribution is valueds contribution is valueds contribution is valueds contribution is valued

Issues that canIssues that canIssues that canIssues that can’’’’t be resolved today will be t be resolved today will be t be resolved today will be t be resolved today will be ‘‘‘‘parkedparkedparkedparked’’’’

No interruptions from outsideNo interruptions from outsideNo interruptions from outsideNo interruptions from outside

5

Background

Client nameClient nameClient nameClient name’’’’ssss background and situationbackground and situationbackground and situationbackground and situation

Why have you decided to initiate this project now?Why have you decided to initiate this project now?Why have you decided to initiate this project now?Why have you decided to initiate this project now?

What is the business need for this project?What is the business need for this project?What is the business need for this project?What is the business need for this project?

6

Audience

Who is the key audience?Who is the key audience?Who is the key audience?Who is the key audience?

What characterises the typical learner?What characterises the typical learner?What characterises the typical learner?What characterises the typical learner?

7

Objectives and key messages

What are the key points you want to make?What are the key points you want to make?What are the key points you want to make?What are the key points you want to make?

What topics should the course cover?What topics should the course cover?What topics should the course cover?What topics should the course cover?

Learning outcomes Learning outcomes Learning outcomes Learning outcomes –––– active, behavioural, testableactive, behavioural, testableactive, behavioural, testableactive, behavioural, testable

Are there any relevant materials you could provide us with?Are there any relevant materials you could provide us with?Are there any relevant materials you could provide us with?Are there any relevant materials you could provide us with?

8

Expectations and constraints

Course duration and toneCourse duration and toneCourse duration and toneCourse duration and tone

Technical considerationsTechnical considerationsTechnical considerationsTechnical considerations

Stakeholder engagement, expectations and availabilityStakeholder engagement, expectations and availabilityStakeholder engagement, expectations and availabilityStakeholder engagement, expectations and availability

Desired end dateDesired end dateDesired end dateDesired end date

9

Review

10

Instructional design and development process

Project initiation

Pre kick-off Kick-offProject initiation

documents (PDD, CC, LMS spec)

Instructional design

Content outlineLook and feelStoryboards (draft

and final)

Development

Interim Flash

releases

Project close

Customer feedback form

Client team post-project review

Internal post-project review

Gold release

Video or photo shoots

Pilot and LMS

testing

Audio release

Project management

and quality

assurance

11

� Weekly progress meetings/calls

� Commitment calendar

� Project definition document

� Change control procedure

Controls

12

Change control

*All changes are

accepted via the

change log

*The change log is

sent out with each

release

13

Your datesYour datesYour datesYour dates (12 to 16 weeks typical for 1 hour course)

Constraints Constraints Constraints Constraints – availability

Realistic review and turnaround timesRealistic review and turnaround timesRealistic review and turnaround timesRealistic review and turnaround times

How we planHow we planHow we planHow we plan – commitment calendar

RisksRisksRisksRisks

Timescales and risks

14

The commitment calendar

Minor content

revisions only after

this point

No revisions after

this point

This is the final

release to your

systems

15Course released onto the LMS / ready for end users to begin using the course.1 dayProject manager, technical leadGold release / go live

Confirm that all previously requested changes have been made. Check that the

audio matches the course content. 1 dayProject managerFinal check release (with audio)

No further changes can be accepted after pilot feedback without incurring

extra costs and impacting on timescales. 3 days

Project sponsor, project manager,

pilot group, technical leadFinal change requests

Collate feedback from pilot group and add to change log. Test the course on the

LMS.

� Have you begun the internal communications cycle?

1 weekProject sponsor, project manager,

pilot group, technical leadPilot release and LMS test

Confirm that you are happy with the style and functionality of the Flash build. Give

feedback in the provided change log on functionality, usability and correspondence

to the storyboards. � Have you contacted the pilot group to arrange pilot testing

and the LMS team to arrange testing?

1 weekProject manager, stakeholdersInterim release

Check and confirm future feedback dates are viable for all project members.

� Have you found a pilot group of end users?1 dayProject manager

Revised commitment calendar (if

required)

Give feedback in the provided change log on content, the language and tone used,

structure, flow and style of the storyboard. This is the crucial point for agreeing the

textual content of the course.

1 weekProject sponsor, project manager,

SMEs, stakeholdersFinal storyboards (all units)

Provide feedback in the provided change log on content, the language and tone

used, structure, flow and style of the storyboard.

�Have you arranged a face to face meeting with Saffron to review the final

storyboards?

3 daysProject manager, SMEsDraft storyboard

(1 unit)

Check that the proposal fits your branding guidelines, is appropriate for your

audience and that you like the colours, style and layout.1 dayProject manager, branding teamLook and feel proposal

Check that the project content and scope are accurate and that all your

requirements are included.1 day

Project sponsor, project manager,

SMEs, technical leadProject definition document

Confirm that the feedback dates are viable for all project members.1 dayProject sponsor, project manager,

stakeholders, SMEs, technical leadCommitment calendar

To do listReview time

Who’s involved?Deliverable / milestone

A guide to milestones

16

Project sponsorProject sponsorProject sponsorProject sponsor (Client)

Project managerProject managerProject managerProject manager (Client)

Subject matter expertsSubject matter expertsSubject matter expertsSubject matter experts (Client)

Technical lead Technical lead Technical lead Technical lead (Client)

Project team

Project directorProject directorProject directorProject director (Saffron)

Operations directorOperations directorOperations directorOperations director (Saffron)

Project leadProject leadProject leadProject lead (Saffron)

Instructional designersInstructional designersInstructional designersInstructional designers (Saffron)

Technical leadTechnical leadTechnical leadTechnical lead (Saffron)

17

Review and questions

Any questions?Any questions?Any questions?Any questions?

Action pointsAction pointsAction pointsAction points

Thank you!

Third Floor, Gray’s Inn House

127 Clerkenwell Road

London EC1R 5DB

Tel: 020 7092 8900

Fax: 020 7242 2757

Email: info@saffroninteractive.com

www.saffroninteractive.com