Download - ATD Core 4 fall 2017 Methodology Madness
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Methodology MADNESS:
ADDIE, SAM, Agile, and More
presented by
Russell Martin & Associates
(317) 596-8022
www.russellmartin.com
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How Has Work Changed
Ten Years Ago…
• Work on 1 project at a time,
sometimes alone.
• No email.
• Less or no multi-tasking.
• Functions / roles were clear
• Governance was clear – the
boss was the boss
• 8 – 5 work and rare overtime
•
•
Present…
•
•
•
•
•
•
•
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Projects are Flash Mobs
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How frustrated ARE YOU???
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Content
• What is a methodology
and why do I need one?
• Customer Need
determines the
Methodology
• Managing the Project
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Methodologies are…
Cheat Sheets An alternative to figuring out the tasks to do yourself
A standard generic approach
PROS CONS
Template / Quick Start Too many tasks to choose from
Worked for Others May not be appropriate for your specific project
Philosophical / Cultural Change
Changing culture hurts
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What is the Return on
Investment?
Performance Gap:
Why Intervene?
• Increase Revenue
• Avoid Cost
How do we build it?
= Performance Change
Start With a Need
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ADDIE
PROS:
• Easy to understand
• Good for frozen requirements,
basic knowledge training
CONS:
• There’s no good way to ‘go
back’
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The Simple Project Management
Process
Dare to
Properly
Manage
Resources!
Define Plan Manage Review
1.Set Business
Objectives
2.Establish Project
Scope
3.Set Project
Objectives
4.Mitigate Risks
5.Establish
Constraints
6.Plan
Communications
7.Establish
Governance Plan
1.Determine
Milestones
2.Schedule Task
Dependencies
3.Adjust for
Resource
Dependencies
4.Create Budget
START
1.Control work in
progress
2.Provide status
and feedback
3.Leverage
Governance
4.Resolve
conflict
1.Close the project
2.Turn over
deliverables
3.Hold Project
Review
4.Celebrate
accomplishments
initiate plan monitor closeEND
A Project Charter template is included in these slides or you can download at www.russellmartin.com
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The Stakeholders
the project
The
Sponsor
Experts
(SMEs)Finance
CustomersFunctional
Leaders
The Project
Manager
The Dedicated
Project Team
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Role: Project Manager
Project Team Members
Perform project activities
and produce project
deliverables
Project Manager
Plans, Organizes and
Manages the Project
Stakeholders
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Role: Project Sponsor Project Sponsor
Represents the best interest of the
organization that is funding the project.
Provides resources
Makes critical business choices (governance)
http://sloanreview.mit.edu/article/how-executive-sponsors-influence-project-success/
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One of the most common reasons why projects
fall short is a lack of executive sponsorship and
management buy-in, according to the KPMG New
Zealand Project Management Survey 2010. In
addition, PMIs 2010 Government Program
Management Study found that 81 percent of
program managers at U.S. government agencies
said that strong support from at least one
executive-level sponsor had a high impact on
project success.
- Project Management Institute (PMI)
http://www.pmi.org/-/media/pmi/documents/public/pdf/business-solutions/executive-engagement.pdf
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Start Well: WHY?Project Charter
DEFINE
1. Set business objectives
2. Establish project scope
3. Set project objectives
4. Mitigate risks
5. Establish constraints
6. Plan communications
7. Establish governance plan Scope Diagram
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Building the Project Schedule
Milestone:A date to measure whether the
project is on track (not just at the
END)
The Milestones of ADDIE are:
• ANALYSIS
• DESIGN
• DEVELOPMENT
• IMPLEMENT
• EVALUATE
Milestones indicate a group of
tasks are completed (or could
be set to begin).
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Project Charter
Performance Gap:
Why Intervene?• Increase Revenue
• Avoid Cost
WHY are we spending money on this?
Project Schedule
1 Task1 Owner1 Due Date
Analyze the Need
Design the Solution
Build the Solution
Launch the Solution
Measure the Results
= Performance Change
Plan Well: Project Schedule/Plan
aka Methodology
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Option 1: Guess what the tasks are
Brainstorm the tasks
PROS:
• You don’t need
to ask anyone
else
• Shortcut if your
projects are
really similar
CONS:
• You’ll miss tasks
• You’ll figure out
big problems at
the end
Alternative: use the same basic tasks you used before
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Option 2: Use a Methodology (aka cheatsheet)
ADDIE
Spreadsheet available at www.russellmartin.com
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ChoicesChicken or Egg?
1• Use a methodology and remove what
you don’t need
• Audit your list against your arrows on
the Scope Diagram to see if you’ve
missed anything
2• Use your Scope arrows to brainstorm
tasks (Post-its)
• Use a methodology to organize into
milestones
Charities
Sponsor: CEO
Volunteer Day
Project
Catering
Volunteers
Food
Budget
Sch
edule
Budget
Availa
ble
Corporate Communications
Employees
Communication Plan
Status
Tra
inin
g
Governance
Needs
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The Need to Iterate and
Collaborate • Get the Right People
• Get FOCUS TIME
• Don’t lock on, iteratively discover throughout
• Divergence and Convergence
• Governance (clear decision making) at appropriate places
• Focus on PERFORMANCE not CONTENT
• Focus on PERFORMANCE not TOOLS
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Design Thinking
Projects are either…
Puzzles or Mysteries
• Clear,
unchanging
requirements
• More people is
better
• Small, less
complex
• Unclear,
changing
requirements
• More people is
worse
• Innovative,
strategic and
complex
SomethingIn Between
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Other Learning and Development
(L&D) Alternatives
SAM
AGILE
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(SAM) Successful Approximation
Method
www.alleninteraction.com
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SAM
Project Charter Sketch/Draft
Savvy Start Summary Report,Project Charter Refined/ Draft
Project Plan(Charter and Schedule)Project Go/No Go
Roles Matrix,Test Plan,GovernanceContent/ Objectives/Treatment Matrix
Design Proof, Content Grid Template
Alpha Beta Gold (done)
PROS:• Customer
engagement• More milestones• Prototype
CONS:• Never stop
prototyping• Too many
milestones• People don’t show
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www.agilemanifesto.org
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Agile is a Mindset not a
Methodology AGILE Waterfall Mindset change
Each person is making the best impact they can
Build what the Project Manager and Plan asked for
Commitment
Share everything, open your kimono
Restrict information to the people who need it to build their piece
Collaboration and Consensus
All voices are equal: invite and listen
Functional areas own their contribution
Curiosity
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Agile Roles are different
Project Sponsor
Project Manager
Decentralized Governance in a Centralized Organization
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The Scrum Master
Remover of Obstacles
Protector from Distraction (aka leave my
developer alone)
Enforcer of Events (aka start/end on time)
Doing Agile vs. Being Agile
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https://it.gwu.edu/sites/it.gwu.edu/files/downloads/scrum_process.png
•using an iterative,
incremental and
evolutionary approach
•focusing on value-driven
development
•delivering production-
quality applications
•using barely sufficient
processes
•automating everything
•collaborating with the
customer
•encouraging self-
organizing and self-
managing teams
•having the flexibility to
accommodate existing PM
structures and
methodologies
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AGILE
PROS:• Customer driven• Clear roles• Clear priorities• Flexible
CONS:• Multitasking work
world is opposite of this
• Budgeting process is difficult
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Your Real WorldWhat You Need Risk of
Occurrence (H, M, L)
How Will You Do It?
The Right People
Focus Time
Realistic PerformanceGoals
Governance / Quick Decisions + Priorities
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Where to Get More Help
At www.russellmartin.com:
•Purchase books
•Get our LEARNING FLASH e-zine for more tips and tools
•Find out about workshops, webinars, e-learning and virtual alumni communities
@nolecture Lou Russell