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Creation of a Project Plan!


Case Study 24 - Margaret Janson!
Developing Learning Objectives for Adult Learners!

Adam C. Edinger!
EDUC - 6145!
Project Management in Education & Training!
Walden University!
Spring 2014!

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The Project Charter !


Project Name: Deep Sea Oil Exploration - Australian Vocational Network (AVN) Date:
03/7/2014!
Project Manager: Margaret Janson (Third Eye Media)_______________ !
Project Tracking Number: 123456789________________________________ !

Project Justification (problem or opportunity addressed): !


The purpose of this project is to develop a suite of web-based learning objects for deep sea oil
exploration and underwater drilling. The project has seen delays because of the resignation of it
initial instructional designer and AVN is contemplating terminating the contract. In order to save
the contract, we have 3 weeks to develop a new Proof-of-Concept that includes 40 percent
completion of the project. !

Overview of Deliverables !
Develop a suite of web-based learning objects for deep sea oil exploration and underwater
drilling. Each module is to be designed to be SCORM compliant, self contained, and deliverable
through a learning management system. Each module must contain an associated work based
context that immerses the learner in a realistic, problem-based that engage the learner to use
the content objects to solve the problems. Each module will contain smaller learning objects
that cover single learning objectives. The objects are to be repurposable, content-rich, and
include a self-test at the end. (Ertmer)!

The modules must exhibit an understanding of effective teaching and learning approaches. The
educational module should allow active, constructive learning opportunities creating learning
activities that engage the learner in active processing rather than mere knowledge acquisition.
Resources should be represented in authentic, real life settings in preference to textual
descriptions, they should be visually attractive, motivating to use, and organized logically.
(Ertmer)!

Specific Project Objectives & Success Criteria (schedule, cost, quality): !


The initial instructional design did not demonstrate what AVN considered to be the key
components of problem based exploratory learning and were not consistent with their
expectations for style and layout. AVN also believed the design was rudimentary and the
content was poorly structured with no clear pathway. The Project is to provide a proof of concept
at no cost to AVN with in the agreed timeframe (3 months). AVN expects a proof of concept that
includes 40% of the learning objects completed. A successfully completed project will be worth
$100,000 with the expectations of further work over the next year. (Ertmer)!
!
Primary Stakeholders & Roles !
Project Manager: Oversee complete project, from assigning jobs, to creating schedules, keeping
people on schedule, to overseeing the instructional design and creation of Learning
Management System.!
Subject Manager Expert: Expert in the field of drilling, oversees Instructional Design, ensuring it
covers all the skills needed in a specialized, skill-oriented field.!
Instructional Designer: Design educational module that integrate interactivity for engagement
and learning.!
MultiMedia Software Developer: Design Learning Management System that is visually
attractive, user friendly and engages the learner.!

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Key Assumptions !
The Project Manager will ensure that the Proof of Concept will be completed with in the next 3
weeks. The Proof of Concept will include a 40% of the projects learning objects completed.
The Proof of Concept will be done at no cost to AVN because any concerns about loss of profit
from redoing the Proof of Concept should be weighed against the potential loss of reputation
from the projects failure. (Ertmer) !

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Signatures Project sponsor and/or authorizing manager(s): !
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_____________________________________________________________ !
!

** Appendices (Needs Analysis/Feasibility Study Notes, Detailed Work Breakdown Structure,


Preliminary Schedule, Preliminary Cost Estimate, Sample Deliverables, Background Memos/
Reports, Organization Chart of Project Team, others as needed). !
[This tool is from The Project Managers Partner, 2nd Edition, Copyright 2001, Michael Greer/
HRD Press] !
Laureate Education Ed. Copyright 2010, Michael Greer, http://michaelgreer.biz/?
page_id=636 9!
As Program\]!

References!
Ertmer, P., Quinn, J. (Eds.) & Glazewski, K. (2014). The ID casebook: Case studies in
instructional design (4th ed.). Upper Saddle River, NJ: Pearson Education, Inc.!

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Project Name: Deep Sea Oil Exploration - Australian Vocational Network(AVN)


Date: 3/14/07
Project Manager: Margaret Janson (Third Eye Media)______________________________
Project Tracking Number: 123456789___________________________________

!Project Justification:
!

Third Eye Media has created a sample learning object with an accompanying Proof-Of-Concept
that did not meet expectations of the AVN Project Manager. The projects Proof-of-concept did
demonstrate what they considered to be the key components of problem based and exploratory
learning. Plus, the Proof-of-concept did not meet the style and layout expectations of the
Project Manager. Third Eye Media has selected a team that will redo the Proof-of-concept at no
cost to AVN and still finish with in the agreed timeframe.
Overview of Deliverables:

Develop a suite of web-based learning objects for deep sea oil exploration and underwater
drilling. Each module is to be designed to be SCORM compliant, self contained, and deliverable
through a learning management system. Each module must contain an associated work based
context that immerses the learner in a realistic, problem-based that engage the learner to use
the content objects to solve the problems. Each module will contain smaller learning objects
that cover single learning objectives. The objects are to be repurposable, content-rich, and
include a self-test at the end. (Ertmer)

The modules must exhibit an understanding of effective teaching and learning approaches. The
educational module should allow active, constructive learning opportunities creating learning
activities that engage the learner in active processing rather than mere knowledge acquisition.
Resources should be represented in authentic, real life settings in preference to textual
descriptions, they should be visually attractive, motivating to use, and organized logically.
(Ertmer)

!
Specific Project Objectives & Success Criteria:
!
The initial instructional design did not demonstrate what AVN considered to be the key
components of problem based exploratory learning and were not consistent with their
expectations for style and layout. AVN also believed the design was rudimentary and the
content was poorly structured with no clear pathway. The Project is to provide a proof of concept
at no cost to AVN with in the agreed timeframe (3 months). The Project will create an e-learning

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environment that integrates interactivity for authentic engagement. The learning object will be
based upon an educational module that recognizes active, constructivist learners.The activities
will require learners to process the subject matter and encourage meaningful communications
between the learners. The e-learning platform will be visibly attractive, motivating to use and
organized logically for ease of navigation while representing the real life environment of deepsea oil exploration. AVN expects a proof of concept that includes 40% of the learning objects
completed. A successfully completed project will be worth $100,000 with the expectations of
further work over the next year. (Ertmer)

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Scope Management Issues:
!

The project will include the creation of a constructivist e-learning environment that will
accurately represent the real life environment of a deep sea oil exploration, with an easy to use
navigation system, that follows the suggested learning sequence and can be easily split into a
series of reusable, independent learning objects.

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Primary Stakeholders & Roles:
!

Project Manager: Oversee complete project, from assigning jobs, to creating schedules, keeping
people on schedule, to overseeing the instructional design and creation of Learning
Management System.
Subject Manager Expert: Expert in the field of drilling, oversees Instructional Design, ensuring it
covers all the skills needed in a specialized, skill-oriented field.
Instructional Designer: Design educational module that integrate interactivity for engagement
and learning.
MultiMedia Software Developer: Design Learning Management System that is visually
attractive, user friendly and engages the learner.
Product Simulator: Working with Subject Manager Expert, Simulator Tests Course materials to
make sure it meets the educational objectives of the client and covers all the skills need in a
specialized, skill oriented field.

!
Key Assumptions
!

The Project Manager will ensure that the Proof of Concept will be completed with in the next 3
weeks. The Proof of Concept will include a 40% of the projects learning objects completed.
The Proof of Concept will be done at no cost to AVN because any concerns about loss of profit

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from redoing the Proof of Concept should be weighed against the potential loss of reputation
from the projects failure. (Ertmer)
SignaturesThe following people agree that the above information is accurate:
Project team members:

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Project sponsor and/or authorizing manager(s):
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In this case study, Third Eye Media is asking for a second chance to demonstrate their
ability to meet the needs of the Australian Vocational Network. After creating a non-satisfactory
product, Third Eye Media has agreed to great a new Proof-of-Concept that includes completing
40% of the learning products for no charge, while still finishing the product by the original
timeline. The above Work Breakdown Structure represents the projects expectations on Third
Eye Media Proof-of-Concept that were created by AVN.!

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Project Schedule! !

Task Name! !
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Start Date!
End Date!
Deep Oil Exploration! !
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4/25/14!
5/30/14!
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Course Creation!
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4/25/14!
5/16/14!
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Learning Environment Creation!
5/02/14!
5/23/14!
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Simulation!
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5/09/14!
5/30/14!
Learning Activity Creation - by Instructional Designer and Subject Matter Expert!
!
Module 1 (Basic Oil Rig Safety)!
4/25/14!
5/02/14!
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Module 2 (Emergency Procedures)! 5/02/14!
5/09/14!
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Module 3 (Ocean bed Strata)!!
5/09/14!
5/16/14!
Creation of Learning Environment - by Multimedia Software Developer and Project Manager!
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Module 1!
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5/02/14!
5/09/14!
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Module 2!
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5/09/14!
5/16/14!
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Module 3!
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5/16/14!
5/23/14!
Simulation - by Product Simulator and Subject Matter Expert!
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Simulate Module 1! !
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5/09/14!
5/16/14!
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Simulate Module 2! !
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5/16/14!
5/23/14!
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Simulate Module 3! !
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5/23/14!
5/30/14!

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Resource Allocation Plan!

!
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Learning Activity Creation - Instructional Designer and Subject Matter Expert!
Creation of Learning Environment - Multimedia Software Developer and Project Manager!
Simulation of Finished Work - Project Manager and Subject Matter Expert!
Learning Activity Creation!
!Module 1 !
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25 hours!
Personal Protective Equipment = 7+ hours!
Practice Activity!
Quiz!
Fire Safety = 7+ hours!
Practice Activity!
Quiz!
Lifting, Height Safety, and slip prevention = 7+ hours!
Practice Activity!
Quiz!
Assessment 1!

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Module 2!
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Types of Evacuation = 7+ hours!
Practice Activity!
Quiz!
Rig Escape Procedures = 7+ hours !
Practice Activity!
Quiz!
Helicopter Rescue = 7+ hours !
Practice Activity!
Quiz!
Assessment 2!

Module 3
Introduction to Ocean Strata Theory = 7+ hours !
Practice Activity!
Quiz!
Sonar Scan Techniques = 7+ hours !
Practice Activity!
Quiz!
Identifying Strata Weaknesses = 7+ hours !
Practice Activity!
Quiz!
Assessment 3 Learning Activity Creation!

25 hours!

25 hours!

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Learning Environment Creation!


!Module 1 !
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Personal Protective Equipment = 7+ hours!
Fire Safety = 7+ hours!
Lifting, Height Safety, and slip prevention = 7+ hours!
Assessment 1!

Module 2!
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Types of Evacuation = 7+ hours!
Rig Escape Procedures = 7+ hours !
Helicopter Rescue = 7+ hours !
Assessment 2!

25 hours!

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!Module 1 !
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Personal Protective Equipment = 3+ hours!
Fire Safety = 3+ hours!
Lifting, Height Safety, and slip prevention = 3+ hours!
Assessment 1 = 1 hour!

Module 2!
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Types of Evacuation = 3+ hours!
Rig Escape Procedures = 3+ hours !
Helicopter Rescue = 3+ hours !
Assessment 2 = 1 hour!

Module 3
Introduction to Ocean Strata Theory = 3+ hours !
Sonar Scan Techniques = 3+ hours !
Identifying Strata Weaknesses = 3+ hours !
Assessment 3 = 1 hour!

25 hours!

25 hours!

Module 3
Introduction to Ocean Strata Theory = 7+ hours !
Sonar Scan Techniques = 7+ hours !
Identifying Strata Weaknesses = 7+ hours !
Assessment 3!

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Simulation - Testion of Course Materials!
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12 hours!

12 hours!

12 hours!

Costs-!
!
Generally efforts would cost $100 per hour. Because this is is a Re-doing of an already
failed project, Third Eye Media will be doing the Proof of Concept work at no cost.!
!
Learning Activity Creation = $100 x 75 hours = $7,500!
!
Learning Environment Creation = $100 x 75 hours = $7,500!
!
Simulation = $100 x 36 hours = $3,600!

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Project Communication Planner


Who

What
Information

When

How

Who Creates
& Publishes

Tracking
Comm.

Instructional
Designer

Design
educational
module that
integrates
interactivity for
engagement
and learning

Bi-Weekly!

Email: Status
report on
where they are
at with the
module they
are working on.!
Face to Face: !
Review
finished
module,
prepare
module for
simulation.

Email:!
ID emails PM
with status
update on
module.!

April 27:
April 30:
May 4:
May 8:
May 11
May 15
May 18

Email: Status
report on
where they are
at with the
module they
are working on.!
Face to Face
w/ ID:!
Review
finished
module,
prepare
module for
simulation!
Email: Status
report of
effectiveness of
learning
module after
simulation

Email:!
ID emails PM
with status
update on
module.!

Email: Status
report on
where they are
at with the
module they
are working on.!
Face to Face: !
Review
finished
module,
prepare
module for
simulation.

Email: MMSD
emails PM with
status update
on module.!

Subject Matter
Expert

MultiMedia
Software
Developer

Provide expert
knowledge of
drilling and
oversee
instructional
designer,
ensuring
instruction
covers all skills
need in the
specialized
field.!
Works with
MMSD and PS

Design
Learning
Management
System that is
visually
attractive, user
friendly, and
engages the
learner.!
Works with
SME

!!
!!

Weekly

Bi-Weekly!

!!
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!!
!!
!

Weekly!

Weekly

Bi-Weekly!

!!
!!

Weekly

!!

__Y_!
__Y_!
__Y_!
__Y_!
_Y__!
_Y__!
_Y__!

Face to Face:!
PM schedules
May 2: __Y_!
meeting with ID May 9: __Y_!
at the ID.
May 16: _Y__

!!

April 27:
April 30:
May 4:
May 8:
May 11
May 15
May 18

__Y_!
__Y_!
__Y_!
__Y_!
__Y_!
__Y_!
__Y_!

Face to Face:!
PM schedules
May 2: __Y_!
meeting with ID May 9: __Y_!
at the ID.!
May 16: __Y_

!!
!

Email:!
SME emails
status report on
effectiveness of
simulation.
May 5: __Y_!
May 9: __Y_!
May 12: __Y_!
May 16: __Y_!
May 19: ____!
Face to Face: ! May 23: ____!
PM schedules
May 26 ____!
meeting with
MMSD at the
May 10: __Y_!
MMSD.
May 17: __Y_!
May 24: ____

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Who

What
Information

When

How

Who Creates
& Publishes

Tracking
Comm.

Product
Simulator

Tests course
material to
make sure
course meets
the educational
objectives of
the client while
covering the
skills needed.!
Working with
SME

Weekly

Email: Status
report of
effectiveness of
learning
module

Email: PS,
along with
notes from the
SME, emails
the PM with
report of the
effectiveness of
finished
learning
module

May 12: __Y_!


May 16: __Y_!
May 19: __Y_!
May 23: ____!
May 26: ____!
May 30: ____!
June 1: ____!

Director of
Learning
Materials
Division with
AVN. Third
Eye Medias
contact with
AVN to the
client informed
of creation of
new learning
materials

Weekly!

Email: PM
emails status
report to
DLMD.!

May 3:
May 10:
May 17:
May 24:
May 31:
June 7:

LJ. Smith!
Director
Learning
Materials
Division.!
AVN

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!!
!!
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!!
!!
!!
!!
!!
!

!!
!!
!!
!

Email: Status
report around
fulfillment of
proof of
concept!

!!
!

!!
!!

After 3 Weeks. Face to Face:! Face to Face:!


Deliver Proof of PM schedules
concept to AVN meeting with
DLMD at the
DLMD.

!!

__Y_!
__Y_!
__Y_!
____!
____!
____!

May 18: __Y_!

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Project Monitoring Matrix


Task

Date Intiated

Date Required

Date Resolved Produced by

Comments

Proof of
Concept Due

4/25/14

5/18/14

5/18/14

PM

Presented by!
PM on 5/18

Module 1 !
Design
Instruction

4/25/14!

5/2/14

5/2/14

ID/SME

Presented to
PM on 5/2

Module 2!
Design
Instruction

5/2/14

5/9/14

5/9/14

ID/SME!

Presented to
PM on 5/9

Module 1
Creation of
Learning
Environment

5/2/14

5/9/14

5/9/14

MMSD/SME

Presented to
PM on 5/10

Module 3!
Design
Instruction

5/9/14

5/16/14

5/16/14

ID/SME

Presented to
PM on 5/16

Module 2!
Creation of
Learning
Environment

5/9/14

5/16/14

5/16/14

MMSD/SME!

Presented to
PM 5/17

Module 1!
Simulation

5/9/14

5/16/14

5/16/14

PS/SME

Emailed report
to PM 5/12 &
5/16

Module 3!
Creation of
Learning
Environment

5/16/14

5/23/14

MMSD/SME

Module 2!
Simulation

5/16/14

5/23/14

PS/SME

Module 3!
Simulation

5/23/14

5/30/14

PS/SME

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Close Out Check List


Project Name: Deep Sea Oil Exploration and Underwater Drilling Proof of Concept
Instructional Designer
Design educational module that integrates interactivity for engagement and learning.

Module 1

Module 2

Module 3

MultiMedia Software Designer


Design Learning Management System that is visually attractive, user friendly, and engages the
learner.

Module 1

Module 2

Module 3

Product Simulator
Tests course material to make sure course meets the educational objectives of the client while
covering the skills needed.

Module 1

Module 2

Module 3

Subject Matter Expert


Provide expert knowledge of drilling and oversee instructional designer, ensuring instruction
covers all skills need in the specialized field.

Module 1

Module 2

Module 3

Project Manager

Present Proof of Concept to AVN

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Project Name: Deep Sea Oil Exploration and Underwater Drilling Proof of Concept
I have reviewed the following deliverables as of the date identified below:
Module 1 Basic Oil Rig Safety
Designed Instruction
Creation of Learning Environment
Simulation of environment
Module 2 - Emergency Procedures
Designed Instruction
Creation of Learning Environment
Module 3 - Ocean Bed Strata
Designed Instruction
I have found these deliverables to meet with my approval, with the following exceptions:

!
!
I hereby give my approval to proceed with the evolution of these deliverables to the next
stage of development in order to meet the project objectives in a timely fashion.
I understand that any changes (additions, deletions, or modifications) to the fundamental
structure, underlying design, or the specific features of these deliverables might result in:
Slippage of the completion date for these deliverables
Additional resource requirements
Additional costs

!
_________________________________________________________________ [Signature]
LJ. Smith!
Director Learning Materials Division.!
AVN!

Date:______________________________

Rationale statement: Case Study #24 - Margaret Johnson


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Developing Learning Objects for Adult Learners

Case Study 24 revealed the story of Margret Johnson and Third Eye media and
their work with Australian Vocational Network and the creation of a Deep-Sea Oil Rig
training module. Third Eye Media had provided a previous proof of concept which AVN
found to be terribly lacking and was threatening to find a new company to do the work
for them. In order to save the order, Third Eye Media guarantee a new proof of concept,
which includes 40% of the learning objects completed, by the original deadline, which
was only three weeks from the date of the agreement. Third Eye Media also agree to
complete the proof of concept at no charge to the client. In order to meet the 40%
completion goal, many aspects of the project needed to be created at the same time.
The Instructional designer will work with the Subject Matter Expert to create each
module. After the individual module is created, the Multimedia software developer will
create the platform in which the module will be delivered. And finally the module and
platform needs to be tested. The creation of the learning environment for Module 1 will
be created while the instructional designer creates Module 2, and the Product Simulator
will test Module 1 while the ID creates Module 3. Since many of these will be happening
at the same time the PM will be asked to supervise all aspects and have different
individuals in charge of each aspect, Instructional Designer, Multimedia Software
Developer and the Product Simulator. Also, since the proof of concept is due in 3
weeks, the modules will need to be created in a timely fashion, with each module being
created in only a weeks time.

!!

Ertmer, P., Quinn, J. (Eds.) & Glazewski, K. (2014). The ID casebook: Case studies in instructional design (4th ed.).
Upper Saddle River, NJ: Pearson Education, Inc.

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