statement of work (sow) and work breakdown structure...

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Statement of Work (SOW) and Work Breakdown Structure (WBS)

Designing learning objects for primary learners

Kyle Hine

Walden University

Dr. Nancy VanErp

November 19, 2010

EDUC-6145 Project Management in Education and Training

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Project Charter Document

Project Name: Our Nation and Society

Department: IDT

Focus Area: Designing learning objects for primary learners

Product/Process: Develop online resources for primary and secondary schools

The project will focus on Our Nation and Society for years K-12. The initiative is to develop an

online digital learning resource. This project will provide resources that support students to

develop understandings about society as a springboard for understanding themselves and others.

It will also investigate interconnecting social, cultural, ecological and economic systems,

political and ethical issues, and alternative worldviews. Students will develop values,

understanding, skills, dispositions and behaviors that are associated with civic decision making.

The scope of this project is to define and develop high-quality online digital content organized

around one or more of the following themes: geographical, economic, environmental, ethical,

ideological and political systems and issues. Also, the way we are now and what we want from

the future. The work will be completed by three teams, the writing team, the design team, and

the development team. The overall project manager will be Gordon Anderson, and other

representatives of SchoolsOnline.

PROJECT CHARTER PURPOSE

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• Objectives

PROJECT EXECUTIVE SUMMARY

o Develop understandings about contemporary society as a springboard for

understanding self and others and for examining the contributions needed to bring

about preferred futures.

o Investigate interconnecting social, cultural, ecological and economic systems,

political and ethical issues, and alternative worldviews.

o Develop values, understandings, skills, dispositions and behavior associated with

civic decisions making and with principles of the democratic process, sustainable

futures, and social justice

• Scope

o To design and develop high quality online digital content organized around one or

more of the following themes:

Geographical, economic, environmental, ethical, ideological, and political

systems, and/or issues

The way we are now

What we want for the future

• Assumptions

o The material will need to be revised to fit online instruction

o Changes and proposals will be made from the company

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o Expect the schedule to change depending on other teams involvements and

deadlines

• Constraints

o The design team is limited to the writing team

o Funding could be cut and the project could be put on hold

o We are limited to a timeline and a schedule that must be followed due to so many

individuals involved in the project

• Schedule

o SchoolsOnline will design and provide the master schedule.

• Timeline

o Project manager has not released the dates

My case study is based off of Case study 1: Scott Allen: Designing Learning Objects for Primary

Learners. I tried to put myself in the actual scenario and assume things that I may see during this

project. Some assumptions were that the material would need to be revised to fit the online

settings, another is that changes and proposals would be made all the time due to the company

wanting the final product to be perfect and with the amount of workers that would be on this

project. My final assumption was to expect I changes; this is because as I read the case study I

found that over thirty versions of a proposal will be submitted. I am sure more assumptions will

be made as the weeks continue. I have worked on the project scope along with the WBS for

PROJECT Rational Statement

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week 2 and three and I am finding it challenging with all the changes that I keep making.

Project Name: Our Nation and Society Date: 11/22/2010

PROJECT SCOPE

Project Manager: Kyle Hine

Project Justification: The scope of this project is to define and develop high-quality online

digital content organized around one or more of the following themes: geographical, economic,

environmental, ethical, ideological and political systems and issues. Various online resources

will be included to make this work online. Some material that is best fit for a live in-class setting

will be revamped to fit online, while some material will not be used. This project will give

students the opportunity to view themselves now and what they can be in the future by using the

above themes.

Project Purpose: The project will focus on Our Nation and Society for years K-12. The

initiative is to develop an online digital learning resource. This project will provide resources

that support students to develop understandings about society as a springboard for understanding

themselves and others. It will also investigate interconnecting social, cultural, ecological and

economic systems, political and ethical issues, and alternative worldviews. Students will

develop values, understanding, skills, dispositions and behaviors that are associated with civic

decision making. The scope of this project is to define and develop high-quality online digital

content organized around one or more of the following themes: geographical, economic,

environmental, ethical, ideological and political systems and issues. Also, the way we are now

and what we want from the future. The work will be completed by three teams, the writing team,

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the design team, and the development team. The overall project manager will be Gordon

Anderson, and other representatives of SchoolsOnline.

Project Objectives:

• Develop understandings about contemporary society as a springboard for understanding

self and others and for examining the contributions needed to bring about preferred

futures.

• Investigate interconnecting social, cultural, ecological and economic systems, political

and ethical issues, and alternative worldviews.

• Develop values, understandings, skills, dispositions and behavior associated with civic

decisions making and with principles of the democratic process, sustainable futures, and

social justice

Assumptions:

• The material will need to be revised to fit online instruction

• Changes and proposals will be made from the company

• Expect the schedule to change depending on other teams involvements and deadlines

Stakeholder List and Descriptions:

The Stake holder list will consist of six different stakeholders. The first stakeholder is the

Project Steering Committee. This is who is funding the project and who has the say in the final

product. The next stakeholders are the review panel and these stakeholders will review the full

design of the briefs before they go back to our team. The project manager is next and they are

responsible for the meetings, planning, and support. The three groups that will put the product

together are the writing, design and development group. All three groups will work closely with

one another through rough drafts, to revisions all the way to the final product.

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The Work Breakdown Structure (WBS) presented here represents all the work required to complete this project.

Work Breakdown Structure:

Our Nation

and Society

Writing TeamPrepare

Prepare 32 draft briefs

Revise the 15 briefs and prepare the content needed Design Team

Design

choose best 15 ideas from draft briefs Revise material to fit online

instruction

Develop full design specifications

Review feedback and make revisions to the design

Meet with Project manager i

Project Steering Committee Launch

Evaluation

Charter

Approve or deny design revisons

Development Team Develop the product

meet with project manager

Review Panel Review the full design of the briefs

Project ManagerProduct support

Planning

Define Scope

Develop Project Plan

Project Teams kickoff meeting

Submit project plan

Meetings Pre-schedule meeting

Regular scheduleed status meetings

Project Closure meeting

Milestones

deliver product

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Table

Project Steering Committee launch 1.1.1 Evaluation and

Recommendations 1.1.2 Develop Charter 1.1.3 Approve or deny

project charter Review Panel 1.2.1 Review the full design of

the briefs Project Manager Support 1.3.1 Support all teams

involved Planning 1.4.1 Define the scope

1.4.2 Project teams kickoff meeting

1.4.3 Develop project plan 1.4.4 Submit project plan

Meetings 1.5.1 Pre-schedule meeting 1.5.2 Regular scheduled status

meetings 1.5.3 Set Milestones

1.5.4 Project closure meeting 1.5.5 Deliver product

Writing Team Prepare 1.6.1 Prepare 32 draft briefs 1.6.2 Revise the 15 briefs and

prepare content needed Design Team Design 1.7.1 Chose the best 15 briefs

from the draft 1.7.2 Revise material to fit

online instruction 1.7.3 Meet with project

manager 1.7.4 Review feedback and

make revisions 1.7.5 Meet with project

manager 1.7.6 Develop full design

specifications

Development team 1.8.1 Develop the product 1.8.2 Meet with project

manager

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Resources

Project Team Members Writing team Design team Development team Budget Analyst Steve Blank (Leader)

Kyle Hine (Project Manager) Jeff Parker Scott Allen Penny Johnson Tracey Ward

Jill Black (Leader)

Linda Pitzer

Roles and Responsibilities for Team Members

Included below are the Project Roles and Project Responsibilities in three separate charts. The

Project Roles Chart identifies the project role titles and the duties linked to that role. The Project

Responsibilities for Team Members and Project Responsibilities for Stakeholder Charts identify

the specific team members and each member’s responsibilities for this project.

Project Roles for Team Members and Stakeholders

Role Description

1 Project Manager This person oversees the entire project, and will manage the schedule and performance by applying project management skills. Provide contact with the stakeholders.

2 Director of Multimedia Unit

This person is skilled in multimedia and will help with audio, video, still images, animation, physical objects, text, soundtracks and digital data using compute.

3 Deputy Manager This person is responsible for ensuring that all customers or clients have the best service available.

4 Graphic Designer This is someone who specializes in graphic design.

5 Programmer This person will use the design given by the graphic organizer and will build the information on the computer, which will then be put on the server.

6 Writing Team Leader

This is the person who oversees the writing team and will be in contact with the project manager.

7 Development Team Leader

This is the person who oversees the development team and will work closely with the design team and project manager.

8 Budget Analyst This person prepares the budget, as well as monitors the project spending

9 Liaison This is a person who keeps communication between different groups or units of an organization

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Team Member

Project Responsibilities for Team Members

Role Contact Information Office Hours

Kyle Hine Project Manager 555-555-5550 Kyle.hine@waldenu,edu

M-F 9:00AM- 4:30 PM

Jeff Parker Director of Multimedia Designs

555-555-5551 M-F 9:00AM- 4:30 PM

Scott Allen Deputy Manager 555-555-5552 M-F 9:00AM- 4:30 PM

Penny Johnson Graphic Designer 555-555-5553

M-F 9:00AM- 4:30 PM

Tracey Ward Graphic Designer 555-555-5554 M-F 9:00AM- 4:30 PM

Steve Blank Writing Team Leader 555-555-5555 M-F 9:00AM- 4:30 PM

Jill Black Development Team Leader

555-555-5556 M-F 9:00AM- 4:30 PM

Linda Pitzer Budget Analyst 555-555-5557 M-F 9:00AM- 4:30 PM

SchoolsOnline- Sam Woods

Project Stakeholder

Sam Woods Primary Liaison 555-376-8862 M-F 8:00AM- 2:00 PM

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Responsibility

Responsibility Chart

Hine Parker Allen Johnson Ward Blank Black Pitzer Woods

Roles PM DM DMD GD GD WTL DTL BA Client

Evaluation and Recommendations

P S

Develop Charter P S

Approve or deny project charter

O

Project teams kickoff meeting

P I I I I I

Develop project plan

P

Submit project plan

P

Set milestones P I

Regular scheduled meetings

P I I I I I I I

Deliver product P I I

Prepare and revise drafts

P

Revise material to fit online instruction

I P S S

Develop full design specifications

I P S S I

Develop the product

I S P I

Budget I I P I

P = Primary S = Secondary O = Output I = Input

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SchoolsOnline Budget

Budget

Management Pricing

Unit Cost Quantity Cost Subtotal

Project manager $ 2,840.00 1 $ 2,840.00

Deputy manager $ 1,260.00 1 $ 1,260.00

Design team $ 6,175.00 3 $ 18,525.00

Writing team $1,300.00 3 $ 3,900.00

Development team $ 1,625.00 3 $ 4,875.00

Budget Analyst $180.00 1 $180.00

Total Cost

Total MR Budget $ 31,580.00

Equipment/Software Pricing

Software Unit Cost Quantity Cost Subtotal

Instructional Videos $ 300.00 5 $ 15,000.00

Adobe Creative Suite $ 1000.00 1 $ 1,000.00

Adobe Creative Suite License $ 300.00 3 $ 600.00

Microsoft office Windows 7 $ 400.00 6 $ 2,400.00

Miscellaneous $ 500.00 1 $ 500.00

Total Cost

Total Soft/EQ budget $ 19,500.00

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Budget Cost

Total MR Budget $ 31,580.00

Total Soft/EQ budget $ 19,500.00

Grand Total $51,080.00

Research Allocation Pla

Person/resource responsible for completion

n

Estimated effort

Estimated cost of resource

Total cost of effort for each task

Total cost estimated for project plan

Kyle Hine 71 Hours $40/hour $2,840.00 $ 3,000.00

Jeff Parker 247 Hours $25/hour $6,175.00 $6,300.00

Scott Allen 63 Hours $20/hour $1,260.00 $1,400.00

Penny Johnson 247 Hours $25/hour $6,175.00 $6,300.00 Tracey Ward 247 Hours $25/hour $6,175.00 $6,300.00

Steve Blank/team

65 Hours $20/hour $1,300.00(3)= 3,900.00 $4,000.00

Jill Black/team 65 Hours $25/hour $1,625.00(3)=$4,875.00 $5,000.00 Linda Pitzer 6 Hours $30/hour $180.00 $200.00

Instructional Videos

- $ 300.00 $ 15,000.00 $ 20,000.00

Adobe Creative Suite

- $ 1000.00 $ 1,000.00 $ 1,500.00

Adobe Creative Suite License

- $ 300.00 $ 600.00 $ 600.00

Microsoft office Windows 7

- $ 400.00 $ 2,400.00 $ 3,000.00

Miscellaneous - $ 500.00 $ 500.00 $ 500.00

TOTAL: 1011 hours - $51,080.00 $58,100.00

oP

roject Nam

e :

OnlineSchools Project

oP

roject Description

:D

evelop online resources for schoolso

Project Length

:o

Start Date

:31-M

ay-10#

End Date

30-Jul-10#

Num

ber of Weeks

95

oW

orking Days

:M

onday - Friday1

oToday's M

arker:

Yes1

oH

oliday's Marker

:Yes

1

131-M

ay-1030-Jul-10

1.117-Jun-10

18-Jul-101.2

31-May-10

10-Jun-101.3

15-Jun-1022-Jun-10

22.1

10-Jun-1017-Jun-10

33.1

11-Jun-1015-Jun-10

3.210-Jun-10

14-Jun-103.3

16-Jun-1022-Jun-10

3.422-Jun-10

22-Jun-103.5

31-May-10

9-Jun-103.6

31-May-10

30-Jul-103.7

30-Jul-1030-Jul-10

3.830-Jul-10

30-Jul-104

4.13-Jun-10

10-Jun-104.2

16-Jun-1022-Jun-10

55.1

10-Jun-1015-Jun-10

5.215-Jun-10

15-Jun-105.3

15-Jun-1023-Jun-10

5.423-Jun-10

23-Jun-105.5

23-Jun-1021-Jul-10

5.621-Jul-10

21-Jul-106

6.121-Jul-10

30-Jul-106.2

30-Jul-1030-Jul-10

6.330-Jul-10

30-Jul-10Project Com

plete

Develop the product

Jill Black M

eet with project m

anagerJill Black

Meet w

ith project manager

Scott AllenD

evelopment Team

Meet w

ith project manager

Jeff Parker, Penny Johnso

D

evelop full design specificationsJeff Parker, Penny Johnso

Meet the project m

anagerScott Allen

Review

feedback and make revisions


Design Team

Choose the best 15 briefs from the draft


Prepare 32 draft briefsSteve Blank

Revise the 15 briefs and prepare content

Steve Blank

Deliver product

Kyle Hine

Writing Team

Set Milestones

Kyle Hine

Project closure meeting

Kyle Hine

Project teams kickoff m

eetingKyle H

ineD

evelop project planKyle H

ine

Pre-schedule meetings

Kyle Hine

Project M

anagerD

efine the scopeKyle H

ine

Review

the full design of the briefsR

eview P

anel

Submit project plan

Kyle Hine

Develop charter

Sam W

oodsApprove or deny the project charter

Sam W

oods

Project Steering C

omm

itteeEvaluation and R

ecomm

endationsSam

Woods

LevelTask

Start Date

Resource

Finish Date

11

11

12

34

5

311

23

45

67

89

1011

1213

1415

1617

1819

2021

2223

2425

2627

2829

301

2

452216

954

78

640

36

31

51

18

845

45360

12

18

635

530

420

12

755

12

21166

12

860

15

1360

WEEK 1

WEEK 2

WEEK 3

WEEK 4

WEEK 5

(6/28/10 - 7/4/10P

EP

D (5/31/10 - 6/6/10)

(6/7/10 - 6/13/10) (6/14/10 - 6/20/10)

(6/21/10 - 6/27/10)

11

11

1##

67

89

34

56

78

910

1112

1314

1516

1718

1920

2122

2324

2526

2728

2930

311

0)

WEEK 6

WEEK 7

WEEK 8

WEEK 9

(7/5/10 - 7/11/10) (7/12/10 - 7/18/10)

(7/19/10 - 7/25/10) (7/26/10 - 8/1/10)

Communication Planner

What (Content of the Communication)

Why (communication purpose)

Who (Responsible) When (How Often) How (Form/Medium)

I. Initial Communications Initial Request for project

Determine the goals and objectives

Sam Wood, Scott Allen, Kyle Hine

At the beginning, then update as needed

Documented discussion, team meeting

Project Justification Determine the best scenario for online learning

Sam Wood, Scott Allen, Kyle Hine

May 31st (beginning of project)

Documented discussion, team meeting

Project Authorization To get approval to proceed

Sam Wood, Kyle Hine

At Approval At the meeting

Kick-off meeting Exchange information, establish charter

Kyle Hine, writing, design, development team, budget analyst

Day of approval Team Meeting

Estimating, Evaluating constraints and Assumptions

Understand the size of the project and estimate the cost of effort and material

Kyle Hine, Budget Analyst

As early as possible Meeting

Stakeholder Expectations

Communicate with them about budget, and project plan

Kyle Hine As early as possible Meeting, phone conference




II. Recurring Communications Draft briefs Identify project

ideas needed for next phase

Writing team, Kyle Hine, Design team

weekly Email, meeting, phone conference

Collect information and revise briefs and prepare content

Get approval for revised briefs to begin preparing project

Writing team, Design team

When draft phase is complete

Meeting

Project Team Calendar/ status report

Inform writing, design and development team of milestones

Kyle Hine in setting up calendar

Updated as needed Weekly meeting, email, formal/informal

Funding status Determine funds of project

Kyle Hine, Budget Analyst

Weekly/as needed Meeting formal/informal

Change Request Request changes in the design

All parties When changes are needed

Discussions, meeting formal/informal

Team Status meetings

Review status, make changes as needed, helps update stalkholders

Writing team, Design team, Development team PM-Kyle Hine Scott Allen

Bi-Weekly Meeting




III. Close-out Communications Quality Assurance review

Verify completeness of online project

Stakeholders, All team members, project manger

At completion of the project or development phase

Formal report

Progress Report Recognize accomplishments

All parties involved Middle and end of project

Meeting

Lessons Learned Review what all members have learned through this online project

All Parties involved End of the prjoect Informal meeting

Team Celebration Reward everyone involved

All Parties involved End of the project Informal Meeting

Progress Monitoring Matrix

Action Step Progress Indicator

Benchmark/Progress Monitoring Data

Results Questions Next Steps Status of project

Notes

Indentify benchmark and progress monitoring dates

Pre-set dates for benchmark and progress monitoring

Bench mark on the week of 6/28 and 7/26

How far along or behind are we? Are we on target?

Move on with schedule for progress monitoring

O Met with Stakeholders and the budget is good

*Develop the project plan and set milestones. *Project Steering Committee- Develop charter

Progress Monitor 5/31 to 6/4

Continuing to progress beginning stages of the project

Are there any unexpected request or problems?

Continue to develop plan

O Plan was rejected for simple error, corrected and waiting response hopefully by Monday

*Develop the project plan and set milestones. *Project Steering Committee- Develop charter * Writing team prepare 32 draft briefs

Progress Monitor 6/7-6/11

Project plan complete and briefs are turned in to the design team. Waiting on them to be narrowed down

Are all teams aware of their roles? What is expected with the drafts?

Continue to develop plan and wait for writing team to prepare drafts

D (only delayed for beginning of week, PM straighter questions out 6/11- O

Writing team was alittle confused on concept, PM stepped into help and will check in next week

*Submit the project plan


Pre-schedule meeting for

If is rejected what do we

Begin choosing

D- waited for

Project was approved

for approval *Choose best drafts and review the full design briefs * Meet with project manager

and wait for project plan for approval

need to do to fix the problem? If accepted do we have the best design?

the best drafts and project manager meet with design team

project plan until Tuesday. Check in Friday about 1 day Delayed

and work is ready to begin. Teams seem eager to start working

*kick off meeting *Develop full design specifications


Meet with all team members and make teams aware of deadlines and schedules, developed the full design of the project

Are we in budget for this project? Are the Stakeholders going to approve the full design? Do all teams know there roles?

Benchmark next week and determine if we are on schedule

D-delayed from lastweek check in on Friday. Friday- O

Had the kick off meeting and we are ready to design the full project

Look into the design and monitor teams progress

Benchmark 6/28-7/2

All teams were on task and on schedule

Were any groups needed additional help or funding?

Continue to progress monitor the teams

D Alittle behind this week (Thursday) will check back in on Friday

Weekly meeting


Weekely meeting


Development team develops the product PM approves or denys product


Submit the final product Closure meeting

Benchmark 7/26-30

Status Key O- on schedule D- Delayed

Project Close-out Checklist

Team members and stakeholders associated with the project

Actions that must be completed in order to close out project

SIGN OFF WHEN COMPLETE :

Sam Wood approve or deny final product

Kyle Hine (Project Manager) Meet with Development team to go over final product Meet with Sam Wood to go over final project and approval

Jeff Parker (Design Team) Develop the full design specifications and will finish up on July 21st

Scott Allen (DT) Penny Johnson (DT) Tracey Ward (DT) Steve Blank/Team (Writing Team)

Steve’s team is finished, they were finished with project on June 10th

Jill Black/Team (Development Team)

Her and the development team must develop the full product and meet with project manager to sign off on their work

Linda Pitzer (Budget Analyst) Go over final budget and submit to the management

Brief rational statement

My project was based on Case Study 1: Scott Allen. This project took on a minds of its own after the third week. The case study provided me with information for the design team but left all other aspects out, such as the development and writing teams roles. I found myself having to be creative with this project when it came to making up the scenarios of how Scott Allen would approach this. I did modify the case study and make myself the project manager because I wanted to play the role, since I was learning about the role. During this project I assumed that the case study would deal with making the online resources needed, but instead it gave me very little on that regard and set me up to manage the operation. Overall it was very good learning and experience and an enjoyable one towards the end.

References

Ertmer, P., & Quinn, J. (Eds). (2007). The ID casebook: Case studies in instructional design (3rd

ed.). Upper Saddle River, NJ: Pearson Education, Inc studies in instructional design.

Greer, M. (2010). The project management minimalist: Just enough PM to rock your projects!

(Laureate custom ed.). Baltimore: Laureate Education, Inc.

Massachusetts Department of Elementary & Secondary Education. (n.d) Progress Monitoring

Matrix Template. Retrieved from: http://www.doe.mass.edu/sda/ucd/walk/18.1.pdf

Musadya, R., (2009) . Gantt Chart Excel Templates. Retrieved from:

http://exceltemplate.net/other/gantt-chart/

Portny, S., Mantel, S., Meredith, J., Shafer, S. and Sutton, M. (2008). Project management:

Planning, scheduling, and controlling projects. Hoboken, NJ: John Wiley & Sons.

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