Upload
margo
View
22
Download
0
Embed Size (px)
DESCRIPTION
INTE5160.
Citation preview
PROJECT PLAN EMPLOYEE ETHICS TRAINING
FOR
HEALTH CARE COOPERATIVE
STREET ADDRESS
CITY, STATE ZIP CODE
5/12/13
PREPARED BY
HIGH FIVE! LEARNING
High Five! Learning Project Plan for Employee Ethics Training Project ~ Health Care Cooperative
Copyright 2013 High Five! Learning. All Rights Reserved. 1 of 18
TABLE OF CONTENTS INTRODUCTION ................................................................................................................................ 2
PROJECT MANAGEMENT APPROACH ................................................................................................ 2
PROJECT SCOPE ................................................................................................................................ 2
MILESTONE LIST .............................................................................................................................. 3
SCHEDULE BASELINE AND WORK BREAKDOWN STRUCTURE .......................................................... 4
CHANGE MANAGEMENT PLAN ......................................................................................................... 5
COMMUNICATIONS MANAGEMENT PLAN ......................................................................................... 6
HIGH FIVE! LEARNING PROJECT TEAM DIRECTORY FOR ALL COMMUNICATION ............................. 7
MAJOR PROJECT MILESTONES ......................................................................................................... 8
COST MANAGEMENT PLAN .............................................................................................................. 8
PROJECT APPROVAL AND AUTHORIZATION TO PROCEED ................................................................. 9
PROCUREMENT MANAGEMENT PLAN ............................................................................................... 9
PROJECT SCOPE MANAGEMENT PLAN .............................................................................................. 9
SCHEDULE MANAGEMENT PLAN .................................................................................................... 10
QUALITY MANAGEMENT PLAN/EVALUATION ................................................................................ 11
RISK MANAGEMENT PLAN ............................................................................................................. 12
RISK REGISTER .............................................................................................................................. 12
STAFFING MANAGEMENT PLAN ..................................................................................................... 13
RESOURCE CALENDAR ................................................................................................................... 15
COST BASELINE ............................................................................................................................. 15
COST BASELINE BY SCHEDULE ...................................................................................................... 16
QUALITY BASELINE ....................................................................................................................... 16
SPONSOR ACCEPTANCE .................................................................................................................. 17
High Five! Learning Project Plan for Employee Ethics Training Project ~ Health Care Cooperative
Copyright 2013 High Five! Learning. All Rights Reserved. 2 of 18
INTRODUCTION As an industry leader, providing business services for health care providers, Health
Care Cooperative (HCC) is committed to conducting their business affairs ethically and
in compliance with all of the laws that govern their operations. Investing in excellent
annual employee training that is relevant, collaborative and highly engaging is one way
HCC accomplishes this.
However, with the increase in costs associated with conducting the annual off-site
meeting and training events, HCC is looking for alternatives that are more affordable
and still effective to train employees. The solution(s) must simulate the training events
at the annual meeting in terms of collaboration and discussion forums. The experience
must prepare employees so that on average, 99% of the time customer surveys indicate
that employees deal with every-day situations effectively by doing the right thing.
The goal of this project is to achieve these standards for HCC with the deliverables outlined
below and within the framework laid out by this document. High Five Learning plans to
complete this project with our five-step process.
PROJECT MANAGEMENT APPROACH The Project Manager, Shana Schwarz, has the overall authority and responsibility for managing
and executing this project according to this Project Plan. The project team will consist of
personnel from the HCC IT and Human Resources staff and High Five! Learning instructional
design team. The project manager will work with all resources to perform project planning. All
project management plans will be reviewed and approved by the project sponsor. All funding
decisions will also be made by the project sponsor. Any delegation of approval authority to the
project manager should be done in writing and be signed by both the project sponsor and project
manager.
The project team includes members from the HCC staff and High Five! Learning. The High
Five! Learning staff assigned to this effort will be 100% dedicated to this project. However, the
HCC employees assigned to this project will contribute no more than 20% of their work time at
the peak of this project. The project manager is responsible for communicating with
organizational managers on the progress and performance of each project resource.
PROJECT SCOPE Through this Employee Ethics Training project, Health Care Cooperative (HCC) informs and
defines what is expected from employees during the daily work routine in the following two
areas:
1. Ethical and personal conduct with clients and coworkers 2. Appropriate use of company assets
To accomplish the successful delivery and integration of these two courses, High Five! Learning
will accomplish the following:
High Five! Learning Project Plan for Employee Ethics Training Project ~ Health Care Cooperative
Copyright 2013 High Five! Learning. All Rights Reserved. 3 of 18
Deliver two self-paced online training modules with one hour of seat time each, replacing the current on-premise training with a more efficient mode of delivery. These
two courses will be developed in Articulate Storyline and will include the following:
New content with scenarios specific to HCC
Approximately 60 screens of instruction each
A minimum of 10 quiz questions each
Audio throughout the entire course
Interactions at minimum every third screen
A three minute introduction video each and additional videos throughout the course where appropriate
HCC will receive the Articulate Storyline source code, media source files, and any additional source files used to create the course.
Implement Litmos, a hosted web-based learning management system. This solution has an intuitive interface for maintaining course materials and easy reporting and tracking
capabilities for course completions, assessments and surveys.
Provide project management throughout the entire effort. The project management function will connect HCC and High Five! with formal communications. This role will
oversee daily work efforts, mitigate risks, keep the budget in check, and manage
regularly scheduled meetings. Ultimately, this role will keep the project on track.
Provide two dedicated instructional design resources to design develop and deliver the courses based on industry best practices. While collaborating with your subject matter
experts (SMEs) these resources will write new content for both courses.
Train one of your staff on the Litmos solution. The skills your staff will attain from this training include uploading and assigning new online courses, creating and delivering
aggregate responses to surveys. Training will be limited to the existing canned reporting
available through Litmos.
This project will not include:
Ongoing support of the Litmos solution.
Articulate Storyline licenses.
Updates to the courses once the project has been closed out.
Audio retakes or updates once the project has been closed out.
MILESTONE LIST The below chart lists the major milestones for the Employee Ethics Training Project. This chart
is comprised only of major project milestones such as completion of a project phase or gate
review. There may be smaller milestones, which are not included on this chart but are included
in the project schedule and WBS. If there are any scheduling delays which may impact a
milestone or delivery date, the project manager must be notified immediately so proactive
measures may be taken to mitigate slips in dates. Any approved changes to these milestones or
dates will be communicated to the project team by the project manager.
High Five! Learning Project Plan for Employee Ethics Training Project ~ Health Care Cooperative
Copyright 2013 High Five! Learning. All Rights Reserved. 4 of 18
Milestone Description Date
Complete Initiation Phase Requirements gathering and kickoff
All requirements for Employee Ethics Training must be determined to base design upon. 5/16/13
Complete Strategy Phase Sign off on Project Agreement and Plan.
5/25/13
Complete Analysis Phase Conduct SME/Learner Interviews and content gathering Collect all existing collateral to be used to create content.
6/1/13
Complete Design and Build Phase
This is the theoretical design for the course and its online functionality. This includes importing employee data for user login to Litmos, technology implementation, course templates and storyboards. All branding for Litmos and course templates completed resulting in course prototype.
7/2/13
As part of the Design and Build Phase, complete the first draft in beta mode available to HCC for review and feedback
Completed beta version of both courses. This includes training for HCC employee on how to: update courses, run reports, create and run surveys.
7/2/13
Complete Implement Phase Complete validation of changes and initiate second round of review if needed. Complete testing and QA of final course, assessments and survey. Deliver aggregate of survey to HCC for final approval
8/1/13
Project Conclusion Receive final signoff on project. 8/15/13
SCHEDULE BASELINE AND WORK BREAKDOWN STRUCTURE The Work Breakdown Structure (WBS) for the Employee Ethics Training Project is comprised
of work packages, which do not exceed 40 hours of work but are at least 4 hours of work. Work
packages were developed through close collaboration among project team members and
stakeholders with input from functional managers and research from past projects.
The Employee Ethics Training Project schedule was derived from the WBS and Project Charter
with input from all project team members. The schedule was completed, reviewed by the Project
Sponsor, and approved and base-lined. The schedule will be maintained as a MS Project Gantt
Chart by the Employee Ethics Training Project Manager. Any proposed changes to the schedule
will follow High Five! Learning change control process. If established boundary controls may
be exceeded, a change request will be submitted to the Project Manager. The Project Manager
and team will determine the impact of the change on the schedule, cost, resources, scope, and
risks. If it is determined that the impacts will exceed the boundary conditions then the change
will be forwarded to the Project Sponsor for review and approval. The boundary conditions are:
Cost Performance Index (CPI) less than 0.8 or greater than 1.2
Schedule Performance Index (SPI) less than 0.8 or greater than 1.2
Note: Below 0.8 could mean the project is falling behind schedule. Above 1.2 could indicate the project is ahead
of schedule.
If the change is approved by the Project Sponsor then it will be implemented by the Project
Manager who will update the schedule and all documentation and communicate the change to all
stakeholders in accordance with the Change Control Process.
The Project Schedule Baseline and Work Breakdown Structure are provided below. Tasks may
be worked on in sequence or at the same time.
High Five! Learning Project Plan for Employee Ethics Training Project ~ Health Care Cooperative
Copyright 2013 High Five! Learning. All Rights Reserved. 5 of 18
CHANGE MANAGEMENT PLAN The following steps comprise High Five! Learnings organization change control process for all projects and will be utilized on the Employee Ethics Training project:
Step #1: Identify the need for a change (Any Stakeholder)
Requestor will submit a completed High Five! Learning change request form to the
project manager
Step #2: Log change in the change request register (Project Manager)
The project manager will maintain a log of all change requests for the duration of the
project
Step #3: Conduct an evaluation of the change (Project Manager, Project Team, Requestor)
The project manager will conduct an evaluation of the impact of the change to cost, risk,
schedule, and scope
Step #4: Submit change request to Change Control Board (CCB) (Project Manager)
The project manager will submit the change request and analysis to the CCB for review
HCC Employee Training
1.0
Initiation
1.1 Project Initiation
Document
(1 week)
1.2 Collect Requirements
(4 days)
1.3 Project Kickoff Prep,
Meeting and follow-up
(1 week)
1.4
Communication Plan Initiated, End Stage
Report and Next Stage Plan
(1 week)
2.0
Strategy
2.1
Project Agreement
(5 days)
2.2
Project Plan
(1 week)
2.3 Revise Project Plan,
Scheduling and Logistics Work
(1 week)
2.4
End Stage Report and Next Stage
(4 hours)
3.0
Analysis
3.1 Instructional Design
Document (4 days)
3.2
Research Topics
(4 days)
3.3
ISD Methodology
(4 days)
3.4 Gather Course Content
and SME Interviews (1 week)
3.5
Create List of Topics to be taught
(1 week)
4.0
Design and Build
4.1 Course Outline,
Objectives and Quizzes (1 week)
4.2 Implement Technology
Phase 1 (1 week)
4.3
Implement Technology
Phase 2 (1 week)
4.4 Regular Project Meetings,
and Deliverables (1 week)
4.5 Managing Project AIs,
Resources, Deliverables (1 week)
4.6
Course Templates and Prototype (3 days)
5.0
Implement
5.1
Technology and Course Review (1 week)
5.2
QA Technology and Courses (1 week)
5.3
Pilot Technology and Courses (1 week)
5.4
Implement Evaluation Plan (3 days)
5.6
Train ing for SME
(1 week)
High Five! Learning Project Plan for Employee Ethics Training Project ~ Health Care Cooperative
Copyright 2013 High Five! Learning. All Rights Reserved. 6 of 18
Step #5: Change Control Board decision (CCB)
The CCB will discuss the proposed change with HCC key stakeholders and decide
whether or not it will be approved based on all submitted information
Step #6: Implement change (Project Manager)
If a change is approved by the CCB, the project manager will update and re-baseline
project documentation as necessary as well as ensure any changes are communicated to
the team and stakeholders
Any team member or stakeholder may submit a change request for the Employee Ethics Training
Project. The Employee Ethics Training Project Sponsor will chair the CCB and any changes to
project scope, cost, or schedule must meet his approval. All change requests will be logged in
the change control register by the Project Manager and tracked through to completion whether
approved or not.
A denial by the project sponsor for the major change request must be provided to the project
manager in writing, and should include an explanation such as:
Extends timelines beyond contingency schedule
Exceeds cost beyond agreed upon threshold
Request is beyond original scope
COMMUNICATIONS MANAGEMENT PLAN This Communications Management Plan sets the communications framework for this project. It
will serve as a guide for communications throughout the life of the project and will be updated as
communication requirements change. This plan identifies and defines the roles of all project
team members as they pertain to communications. It also includes a communications matrix,
which maps the communication requirements of this project, and communication conduct for
meetings and other forms of communication. A project team directory is also included to
provide contact information for all stakeholders directly involved in the project.
The Project Manager will take the lead role in ensuring effective communications on this project.
The communications requirements are documented in the Communications Matrix below. The
Communications Matrix will be used as the guide for what information to communicate, who is
to do the communicating, when to communicate it, and to whom to communicate.
Communication Type Description Frequency Format Participants/
Distribution Deliverable Owner
Weekly Status Report Email summary of
project status Weekly Email
Project Sponsor, Team and Stakeholders
Status Report Project Manager
Weekly Project Team Meeting
Meeting to review action register and
status Weekly In Person Project Team
Updated Action Register
Project Manager
Project Monthly Review (PMR)
Present metrics and status to team and
sponsor Monthly Connect
Project Sponsor, Team, and HCC
Stakeholders
Status and Metric Presentation
Project Manager
Project Gate Reviews Present closeout of project phases and kickoff next phase
As Needed Connect Project Sponsor, Team and HCC Stakeholders
Phase completion report and phase
kickoff Project Manager
Instructional Design Review
Review of any instructional design deliverables or work associated with the
project
As Needed In Person Project Team Instructional
Design Package Project Manager
High Five! Learning Project Plan for Employee Ethics Training Project ~ Health Care Cooperative
Copyright 2013 High Five! Learning. All Rights Reserved. 7 of 18
HIGH FIVE! LEARNING PROJECT TEAM DIRECTORY FOR ALL COMMUNICATION Name Title E mail Office Phone Cell Phone
Kenny Hirschman Project Sponsor [email protected] 405-333-2424 405-333-1234
Shana Schwarz Project Manager shana.schwarz@ HFL.edu 234-234-2344 234-234-1234
Margo Bedford Senior Instructional Designer
margo.bedford@ HFL.edu 719-510-1234 719-253-2333
Bob Beedle Instructional Designer [email protected] 719-510-1233 719-254-3333
Gina Mehra Instructional Technology Specialist
[email protected] 303-552-2039 303-552-3000
Meeting Format for Formal Meetings:
The meetings conducted between High Five! Learning and HCC will be conducted in Adobe
Connect. Adobe Connect accommodates a larger audience and offers the ability to share files,
use webcams, take notes, poll attendees, etc. All meetings will include the following topics:
Progress since previous meeting (or quick introductions in the first meeting)
Plans for work until the next meeting
Feedback on work completed
Change suggestions (see Change Management section)
Questions/Answers
The meetings will be moderated by the Project Manager for timeliness (time limit shall be 1
hour, unless noted), with longer discussions or items not applicable to the group at large being
tabled or diverted into smaller session meetings so that these meetings can be kept to an hour.
The Project Manager will record all meetings, archive them in Adobe Connect, take notes during
the meeting (or delegate them as necessary), and deliver a summary of the minutes to all
stakeholders for review.
Meeting Format for Informal Meetings:
For quick questions and answers between High Five! Learning and HCC, phone calls are the
preferred method of communication, as long as the topics do not involve changes or major issues
for the project/product. If something of a sensitive or urgent nature does arise between meetings,
a formal meeting request and can should be made to the Project Manager who can call a meeting
to address the topic at hand.
Project Meeting Schedule for Major Milestones:
May 16, 2013: Project Kick-Off Meeting, followed by Authorization to Proceed exchange
May 25, 2013: Sign off on project agreement and project plan
June 1, 2013: Analysis phase completed, all source materials for content development are gathered.
July 2, 2013: Design and Build phase is complete with LMS (Litmos) ready, course templates complete and storyboards complete.
July 25, 2013: Project Design and Build Phase is way completed. Both courses are delivered for one-week beta review.
August 10, 2013: Validation of changes in progress and QA in final phase.
August 15, 2013: Final signoff on project and project close.
High Five! Learning Project Plan for Employee Ethics Training Project ~ Health Care Cooperative
Copyright 2013 High Five! Learning. All Rights Reserved. 8 of 18
MAJOR PROJECT MILESTONES Milestone Description Date
Complete Initiation Phase Requirements gathering and kickoff
All requirements for Employee Ethics Training must be determined to base design upon. 5/16/13
Complete Strategy Phase Sign off on Project Agreement and Plan.
5/25/13
Complete Analysis Phase Conduct SME/Learner Interviews and content gathering Collect all existing collateral to be used to create content.
6/1/13
Half- way point for Design and Build Phase
This is the theoretical design for the course and its online functionality. This includes importing employee data for user login to Litmos, technology implementation, course templates and storyboards. All branding for Litmos and course templates completed resulting in course prototype.
7/2/13
As part of the Design and Build Phase, complete the first draft in beta mode available to HCC for review and feedback
Completed beta version of both courses. This includes training for HCC employee on how to: update courses, run reports, create and run surveys.
7/25/13
Complete Implement Phase Complete validation of changes. Complete testing and QA of final course, assessments and survey. Deliver aggregate of survey to HCC for final approval
8/10/13
Project Conclusion Receive final signoff on project. 8/15/13
*Meeting will end with sign-off sheet from HCC accepting product as-is, or be followed up with
a change agreement for minor and/or mutually agreed upon changes within project scope.
Email:
All email pertaining to the Employee Ethics Training Project should be professional, free of
errors, and provide brief communication. Email should be distributed to the correct project
participants in accordance with the communication matrix above based on its content. All
attachments should be in one of the organizations standard software suite programs and adhere to established company formats. If the email is to bring an issue forward then it should discuss
what the issue is, provide a brief background on the issue, and provide a recommendation to
correct the issue. The Project Manager should be included on any email pertaining to the
Employee Ethics Training Project.
COST MANAGEMENT PLAN The Project Manager will be responsible for managing and reporting on the projects cost throughout the duration of the project. The Project Manager will present and review the projects cost performance during the monthly project status meeting. Using earned value calculations, the
Project Manager is responsible for accounting for cost deviations and presenting the Project
Sponsor with options for getting the project back on budget. All budget authority and decisions,
to include budget changes, reside with the Employee Ethics Training Project Sponsor.
For the Employee Ethics Training Project, control accounts will be created at the fourth level of
the WBS, which is where all costs and performance will be managed and tracked. Financial
performance of the Employee Ethics Training Project will be measured through earned value
calculations pertaining to the projects cost accounts. Work started on work packages will grant that work package with 50% credit; whereas, the remaining 50% is credited upon completion of
all work defined in that work package. Costs may be rounded to the nearest dollar and work
hours rounded to the nearest whole hour.
High Five! Learning Project Plan for Employee Ethics Training Project ~ Health Care Cooperative
Copyright 2013 High Five! Learning. All Rights Reserved. 9 of 18
Cost and Schedule Performance Index (CPI and SPI respectively) will be reported on a monthly
basis by the Project Manager to the Project Sponsor. Variances of 10% or +/- 0.1 in the cost and
schedule performance indexes will change the status of the cost to yellow or cautionary. These
will be reported and if its determined that there is no or minimal impact on the projects cost or schedule baseline then there may be no action required. Cost variances of 20%, or +/- 0.2 in the
cost and schedule performance indexes will change the status of the cost to red or critical. These
will be reported and require corrective action from the Project Manager in order to bring the cost
and/or schedule performance indexes back in line with the allowable variance. Any corrective
actions will require a project change request and be must approved by the CCB before it can be
implemented.
Earned value calculations will be compiled by the Project Manager and reported at the monthly
project status meeting. If there are indications that these values will approach or reach the
critical stage before a subsequent meeting, the Project Manager will communicate this to the
Project Sponsor immediately.
PROJECT APPROVAL AND AUTHORIZATION TO PROCEED Project approval and Authorization to Proceed (ATP) is requested at the end of the first formal
meeting, with a document signed by both parties being received to both companies by courier.
All changes to the original agreement must be submitted in the form of a Change Request in a
Formal Meeting (see next page).
PROCUREMENT MANAGEMENT PLAN The Project Manager will provide oversight and management for all procurement activities under
this project. The Project Manager is authorized to approve all procurement actions up to
$10,000. Any procurement actions exceeding this amount must be approved by the Project
Sponsor.
While this project requires minimal or no procurement, in the event procurement is required, the
Project Manager will work with the project team to identify all items or services to be procured
for the successful completion of the project. The Project Manager will then ensure these
procurements are reviewed by the Program Management Office (PMO) and presented to the
contracts and purchasing groups. The contracts and purchasing groups will review the
procurement actions, determine whether it is advantageous to make or buy the items or resource
required services internally, and begin the vendor selection, purchasing and the contracting
process.
In the event a procurement becomes necessary, the Project Manager will be responsible for
management any selected vendor or external resource. The Project Manager will also measure
performance as it relates to the vendor providing necessary goods and/or services and
communicate this to the purchasing and contracts groups.
PROJECT SCOPE MANAGEMENT PLAN Scope management for the Employee Ethics Training Project will be the sole responsibility of
the Project Manager. The scope for this project is defined by the Scope Statement, and Work
High Five! Learning Project Plan for Employee Ethics Training Project ~ Health Care Cooperative
Copyright 2013 High Five! Learning. All Rights Reserved. 10 of 18
Breakdown Structure (WBS). The Project Manager, Sponsor, and Stakeholders will establish and
approve documentation for measuring project scope, which includes deliverable quality
checklists, and work performance measurements.
Proposed scope changes may be initiated by the Project Manager, Stakeholders or any member
of the project team. All change requests will be submitted to the Project Manager who will then
evaluate the requested scope change. Upon acceptance of the scope change request the Project
Manager will submit the scope change request to the Change Control Board and Project Sponsor
for acceptance. Upon approval of scope changes by the Change Control Board and Project
Sponsor the Project Manager will update all project documents and communicate the scope
change to all stakeholders. Based on feedback and input from the Project Manager and
Stakeholders, the Project Sponsor is responsible for the acceptance of the final project
deliverables and project scope.
The Project Sponsor is responsible for formally accepting the projects final deliverable. This acceptance will be based on a review of all project documentation, testing results, beta trial
results, and completion of all tasks/work packages and product functionality.
SCHEDULE MANAGEMENT PLAN Project schedules for the Employee Ethics Training Project will be created using MS Project
starting with the deliverables identified in the projects Work Breakdown Structure (WBS). Activity definition will identify the specific work packages, which must be performed to
complete each deliverable. Activity sequencing will be used to determine the order of work
packages and assign relationships between project activities. Activity duration estimating will be
used to calculate the number of work periods required to complete work packages. Resource
estimating will be used to assign resources to work packages in order to complete schedule
development.
Once a preliminary schedule has been developed, it will be reviewed by the project team and any
resources tentatively assigned to project tasks. The project team and resources must agree to the
proposed work package assignments, durations, and schedule. Once this is achieved the project
sponsor will review and approve the schedule and it will then be base lined.
In accordance with High Five! Learning organizational standard, the following will be
designated as milestones for all project schedules:
Completion of Initiation
Completion of Strategy
Completion of Analysis
Completion of Design and Build
Project implementation Roles and responsibilities for schedule development are as follows:
The project manager will be responsible for facilitating work package definition, sequencing, and
estimating duration and resources with the project team. The project manager will also create the
project schedule using MS Project and validate the schedule with the project team, stakeholders,
High Five! Learning Project Plan for Employee Ethics Training Project ~ Health Care Cooperative
Copyright 2013 High Five! Learning. All Rights Reserved. 11 of 18
and the project sponsor. The project manager will obtain schedule approval from the project
sponsor and baseline the schedule.
The project team is responsible for participating in work package definition, sequencing,
duration, and resource estimating. The project team will also review and validate the proposed
schedule and perform assigned activities once the schedule is approved.
The project sponsor will participate in reviews of the proposed schedule and approve the final
schedule before it is base lined.
The project stakeholders will participate in reviews of the proposed schedule and assist in its
validation.
QUALITY MANAGEMENT PLAN/EVALUATION The quality evaluation of the project and products is based on a Standard Survey and Cost
Effectiveness Analysis.
To ensure that stakeholders are satisfied with project progress, a survey using likert style test
questions will be sent out via email on a bi-weekly basis, measuring satisfaction on a scale from
1-10 (with 10 meaning complete satisfaction) in the following categories:
Timeliness of project deliverables
Communication of progress
Ease of communication
Results so far
Overall project satisfaction
Once the product has been delivered, High Five! Learning will complete and deliver a Cost
Effectiveness Analysis to HCC based on the following possibilities:
Decreased Cost, Increased Effectiveness
Decreased Cost, Decreased Effectiveness
Increased Cost, Increased Effectiveness
Increased Cost, Decreased Effectiveness
The overall goal of the project is to deliver a product that rests squarely in the Decreased Cost,
Increased Effectiveness quadrant, and the product will not be deemed successful without meeting
that objective. By ensuring that staff no longer has to travel for the training in question and by
teaching the material in a way that is both easy to understand and recyclable,
High Five! Learning will demonstrate just how this product can achieve that result for HCC.
As with the quality management section, both the project and product will undergo quality
assurance checks throughout the process and after the product is delivered. These quality
checks will be performed by each member of the project team, HCC staff involved with the
project, and ultimately, the learners who will be interacting with the product.
Here are the categories for QA, along with their assigned reviewers:
High Five! Learning Project Plan for Employee Ethics Training Project ~ Health Care Cooperative
Copyright 2013 High Five! Learning. All Rights Reserved. 12 of 18
Content: Will be reviewed by HCC staff that have been through training or are knowledgeable in the subject matter (SME) upon creation and after each revision.
Design: Designers and the Project Manager will review the course design to check for consistency and effectiveness. Members of HCC staff will give approval of design to
ensure branding is handled correctly.
Usability: All stakeholders and members of project design team will be given the chance to review the course to check for seamlessness of usability and overall course flow.
Content/Design/Usability (Full Package): Will be reviewed by all stakeholders and members of the project team upon completion and after each review. Will also be reviewed
by a small sample of test users.
In addition, High Five! Learning will also conduct a post-delivery program evaluation plan and
project review. While the project review results will be used internally for High Five! Learning,
results will be shared upon request for future work or referrals. To evaluate the program
efficiency, we will compare test results from before the project and after to gauge how well the
deliverables have helped the staff retain the curriculum. The evaluation will be a straight
percentage comparison (what percentage of learners did better on the tests after going through
our training than before), while the project review will be based on the milestones and
deliverables outlined in this document. With a reasonable window around deadlines, we will
check to see how well we stayed on pace and how well the client responded based on survey
responses and overall happiness with the project at each stage and upon completion.
RISK MANAGEMENT PLAN The approach for managing risks for the Employee Ethics Training Project includes a methodical
process by which the project team identifies, scores, and ranks the various risks. Every effort
will be made to identify risks proactively, ahead of time in order to implement a mitigation
strategy from the projects onset. The most likely and highest impact risks were added to the project schedule to ensure that the assigned risk managers take the necessary steps to implement
the mitigation response at the appropriate time during the schedule. Risk managers will provide
status updates on their assigned risks in the bi-weekly project team meetings, but only when the
meetings include their risks planned timeframe.
Upon the completion of the project, during the closing process, the project manager will analyze
each risk as well as the risk management process. Based on this analysis, the project manager
will identify any improvements that can be made to the risk management process for future
projects. These improvements will be captured as part of the lessons learned knowledge base.
RISK REGISTER
The Risk Register for this project is provided below:
Risk Type
Risk Likelihood (1-3)
Impact (1-3)
Control (1-3)
*Risk Index (1-3)
Actions to prevent risk from occurring
Contingency for dealing with risk if it occurs
Project Client does not approve content and requests
3 3 1 9 Attempt to get as many revisions done in the first round of testing and conduct thorough interviews
The HCC Content SME will review course outlines, topics and objectives. Upon signing off on the course objectives, SME
High Five! Learning Project Plan for Employee Ethics Training Project ~ Health Care Cooperative
Copyright 2013 High Five! Learning. All Rights Reserved. 13 of 18
multiple revisions, beyond original expectations.
with follow-ups as necessary. agrees to the content being written to the approved objectives. In the event the content High Five Learning delivers is not acceptable, the HCC Content SME will step in and produce content.
Project Abrupt loss of project team member
2 3 1 6 Check in with all teammates prior to project commencement about importance of staying for the duration of project; offer completion bonus
Utilize out-sourcing, new staff or pay current staff overtime until replacement can be found.
Product LMS fails mid-session
1 3 1 3 Test course in LMS repeatedly; have LMS tech support number easily accessible
Find new LMS if problem is recurring. Keep all course work in Captivate to load in another LMS as necessary
Project Slow communication between client, High Five! Learning
2 3 3 2 Identify back-up points of contact within HCC in case primary is unavailable.
Explain importance of timely response to move forward with project; remind contacts of milestone dates.
Product Audio fails to work as expected
1 3 2 1.5 Test audio on different computer types and in multiple web browsers.
Include complete text along with audio so that learners have a back up.
Product Reviews show that course fails to meet objectives
1 3 2 1.5 Review courses against determined objectives throughout process to make sure both are in sync.
Re-do sections as needed to ensure proper match-up of course content and deliverables.
Project Captivate error causes work loss
1 3 3 1 Back-up all work at regular intervals; set alarm in internal calendar for reminders.
STAFFING MANAGEMENT PLAN This project will be managed in a matrix style management structure. The project will be staffed
by four full-time personnel employed by HCC: A project manager, two instructional designers,
and an instructional technologist. These staff will be dedicated to this project, full time.
Additionally, the project matrix staff will include at least two HCC staff to include: 1. An IT
network security person, and 2. subject mater expert on HCCs ethics policies and procedures.
Within the table below are the details of staff needed for this project.
Name Relevant Work Experience Educational Background Tasks to be Performed
Shana Schwarz, Project Manager
Shana is a proven project Management professional with over 10 Years eLearning Project Management experience specifically in Health Care. References available.
PMP Project Management Institute. MA ILT University of Colorado at Denver
All PM Responsibilities:
Manage the project with complete follow-through.
Daily workflow
Provide clear communication and updates to project sponsor and stakeholders on a daily basis
Effectively manage resources, budget and timeline
Maintain expected level of quality
Proactively communicate and resolve risks and escalate when needed
Margo Bedford Margo is our lead Instructional Designer. She is familiar with many different authoring tools and is an expert in Adobe Captivate, the High Five! Learning tool of choice. With clean designs that are both aesthetically pleasing and educationally sound, her role will be to plan, design and build the course while overseeing the rest of the team. References available
MA ILT University of Colorado at Denver
Develop one eLearning module following the Analysis, Design, Develop, Implement, Evaluate methodology
Write and edit content for the eLearning module
Create a reusable Captivate template and author the eLearning
High Five! Learning Project Plan for Employee Ethics Training Project ~ Health Care Cooperative
Copyright 2013 High Five! Learning. All Rights Reserved. 14 of 18
module in Captivate
Adhere to Instructional Design best practices for best learner experience.
Import and edit audio as required
Work with peer Instructional Designer to implement instructional design best practices and reuse learning objects
Bob Beedle Our second Instructional Designer and Lead Developer will take on the role of carrying out the plan laid out by the lead Instructional Designer to ensure that all content is consistent throughout both courses. References available.
MA ILT University of Colorado at Denver
Develop one eLearning module following the Analysis, Design, Develop, Implement, Evaluate methodology
Write and edit content for the eLearning module
Follow the reusable Captivate template and author the eLearning module in Captivate
Adhere to Instructional Design best practices for best learner experience Import and edit audio as required
Work with peer Instructional Designer to implement instructional design best practices and reuse learning objects
Gina Mehra Gina has experience in both small and large LMS implementations from Moodle to SumTotal and of course Litmos. He is tasked with the configuration and implementation of the technology that will allow your employees to access and collaborate online and your management staff who will track employee-training status. References available.
BS University of Maryland
LMS Configuration (employee data, branding, incorporate business rules for navigation and reporting)
Domain Name Configuration
Voice Talent
We have a selection of voice over talent you will choose from for each course. We use only reputable, select audio talent.
College students from We Voice Online.
Record Voice Over
Deliver .mp3 file
HCC IT Staff IT Network Security from HCC. NA Address network security issues
Address IP and URL for LMS
HCC Content SME Human Resources personnel familiar with ethics policies and issues being addressed in the training modules.
NA Provide expertise and application of ethics policies within HCC Review content as it is developed
The Employee Ethics Training Project will consist of a matrix structure with support from two
HCC staff members. All work will be performed internally. Staffing requirements for the
Employee Ethics Training Project include the following:
Project Manager (1 position) responsible for all management for the Employee Ethics Training Project. The Project Manager is responsible for planning, creating, and/or managing all work
activities, variances, tracking, reporting, communication, performance evaluations, staffing, and
internal coordination with functional managers.
Senior Instructional Designer (1 position) responsible for oversight of all instructional design and development tasks for the Employee Ethics Training Project as well as ensuring online
course and learning management system (LMS) functionality is compliant with quality
standards. Responsible for working with the Project Manager to create work packages, manage
risk, manage schedule, identify requirements, and create reports. The Senior Instructional
Designer will be managed by the Project Manager who will provide performance feedback to the
functional manager at High Five! Learning.
High Five! Learning Project Plan for Employee Ethics Training Project ~ Health Care Cooperative
Copyright 2013 High Five! Learning. All Rights Reserved. 15 of 18
Instructional Designer (1 position) responsible for instructional design and development the Employee Ethics Training Project. All instructional design tasks will be reviewed by the Senior
Instructional Designer prior to implementation. Responsibilities also include assisting with risk
identification, determining impacts of change requests, and status reporting. The Instructional
Designer will be managed by the Project Manager and feedback will be provided to the
functional manager for performance evaluations by the Project Manager and Senior Instructional
Designer.
Instructional Technologist (1 position) responsible for assisting the Project Manager in creating quality control and assurance standards. The Senior Instructional Designer is also responsible
for maintaining quality control and assurance logs throughout the project. The Instructional
Technologist will be managed by the Project Manager who will also provide feedback to the
functional manager for performance evaluations.
The Project Manager will negotiate with all necessary High Five! Learning functional managers
in order to identify and assign resources for the Employee Ethics Training Project. All resources
must be approved by the appropriate functional manager before the resource may begin any
project work. The project team will not be co-located for this project and all resources will
remain in their current workspace.
RESOURCE CALENDAR The Employee Ethics Training Project will require all High Five! Learning project team
members for the entire duration of the project although levels of effort will vary as the project
progresses. The Project is scheduled to last approximately three months with standard 40-hour
workweeks. If a project team member is not required for a full 40-hour workweek at any point
during the project, their efforts outside of the Employee Ethics Training Project will be at the
discretion of their Functional Manager.
COST BASELINE The cost baseline for the Employee Ethics Training project includes all budgeted costs for the
successful completion of the project.
Resource Level of
Effort (in hours)
Cost to Complete Indirect Costs General & Administrative
Cost
Project Manager 160 per mo.
(160x3 months=480) hours x $80.00 = $38,400.00
WebEx and Phone costs for Project Meetings $1,000.00
$38,400.00 $ 1,000.00
Sr. Instructional Designer 140 hours $70.00x2x100= $14,000 Based on 1 hour of seat time. 70 development hours for every one hour of seat time and two months to complete.
$14,000.00
Instructional Designer 140 hours $60.00x2x100= $12,000 Based on 1 hour of seat time. 60 development hours for every one hour of seat time and two months to
$12,000.00
High Five! Learning Project Plan for Employee Ethics Training Project ~ Health Care Cooperative
Copyright 2013 High Five! Learning. All Rights Reserved. 16 of 18
complete.
LMS Implementer 80 hours 80 hours x $65.00 = $5,200 Based on High Five! Learning experience with typical implementation of Litmos System.
Plus $3,300 for one-year Litmos Subscription $100.00 Domain Name Purchase for LMS. This amount will be paid directly to the vendors.
$5,200.00
$3,400.00
$8,600.00
Voice Over Talent 20 20 hours x $65.00 = $1,300
$1,300
HCC IT Staff 10 10 Hours Dedicated time with LMS Implementer
HCC Content SME 40 40 Hours Dedicated time with Instructional Designer
Anticipated Initial Cost Totals:
TOTAL Initial Anticipated Cost:
$75,000.00
COST BASELINE BY SCHEDULE Project Phase Budgeted Total Comments
Initiation $13,902 Includes work hours for all project team members for gathering requirements and planning project
Strategy $7,682 Includes work hours for all project team members for work on Employee Ethics Training project approach and plan
Analysis $16,097 Includes all work hours for collecting source content
Design and Build $20,489 Includes all work hours for setting up the LMS, templates and storyboarding and launching the beta course
Implementation $16,829 Includes all work hours for transition to deliver in the production environment and project closeout
QUALITY BASELINE The Employee Ethics Training Project must meet the quality standards established in the quality
baseline. The quality baseline is the baseline, which provides the acceptable quality levels of the
Employee Ethics Training Project. The software must meet or exceed the quality baseline values
in order to achieve success.
Item Acceptable Level Comments
Ethics and Acceptable Use course content Content must be 100% compliant with internal HCC policies and procedures
Determined by HCC subject matter expert
Learning Management System (LMS) Less than 1% failure by employees logging into the LMS. 99% of the time HCC employees will not experience login issues with the LMS.
Password reset feature must be employed and working properly
Training HCC employee will be 100% ready and fully trained to assume responsibility for LMS reporting and survey duties
No support needed for running reports and creating and deploying a survey
High Five! Learning Project Plan for Employee Ethics Training Project ~ Health Care Cooperative
Copyright 2013 High Five! Learning. All Rights Reserved. 17 of 18
SPONSOR ACCEPTANCE
Approved by the Project Sponsor:
__________________________________________ Date: ___________________
Kenny Hirschman
This free Project Management Plan Template is brought to you by www.ProjectManagementDocs.com