Sunday, October 13, 2024

Dealing with Scope Creep in a Project

 

Image Credit: https://www.stakeholdermap.com/project-dictionary/scope-creep-meaning.html

Scope Creep refers to the adding of additional features and functionalities in a project without considering the impact on time, budget, and resources, or without obtaining approval from the customer (M, 2023).

To handle changes in scope, Greer (2010) advises project managers to start by staying calm and recognizing that adjustments are natural as new information emerges. Pinpoint the exact change needed, then analyze its impact on the project’s schedule, quality, costs, and team assignments. Discuss the change with your team to explore alternatives that minimize disruptions. Report the implications to the project sponsor and update the project scope and plan, documenting all conditions and decisions. Finally, obtain written approval from the sponsor to ensure clarity and agreement on the revised scope and plan.

When I was hired to build a school website for a client, the project seemed straightforward at first. The initial scope was to create a user-friendly site that included basic pages for school information, a calendar, and a contact form. However, as the project progressed, the client started requesting additional features, including a parent portal, an online payment system, and an integrated learning management system—all of which were outside the original project plan. This added complexity and extended the timeline beyond what was initially agreed upon.

The specific scope creep issues stemmed from unclear boundaries and evolving client expectations. Initially, I was eager to accommodate the client’s requests, believing that these additions would enhance the overall project. However, as more features were added, the project started to exceed the budget and timeline. This strained the relationship between the client and the project team, as the client expected the added features to be included within the original cost.

At the time, I dealt with these issues by communicating with the client and attempting to negotiate extensions to the timeline and budget. While this helped in managing some of the additional requests, it did not fully address the ongoing changes. Looking back, had I been in a better position to manage the project, I would have implemented stricter controls to prevent scope creep. Specifically, I could have created a more detailed scope statement, outlining not only the deliverables but also what was not included in the project. This would have helped manage client expectations and provided a clearer basis for negotiating changes (Project Management Institute, 2021).

Additionally, I should have formalized a process for handling change requests. By documenting every requested change and its impact on the timeline, budget, and resources, I could have ensured that both the client and I had a shared understanding of the consequences of scope changes. Using formal approvals for each change, as suggested by Kerzner (2017), would have made the process more transparent and protected the project from unnecessary disruptions.

In conclusion, scope creep is a common challenge in projects, especially when the initial scope is not clearly defined or when clients have evolving needs. Implementing strategies such as detailed scope statements, change request procedures, and formal approvals can help prevent scope creep from derailing a project.

References

Greer, M. (2010). The project management minimalist: Just enough PM to rock your projects: (Laureate custom ed.). Walden University Canvas. https://waldenu.instructure.com

Kerzner, H. (2017). Project management: A systems approach to planning, scheduling, and controlling (12th ed.). John Wiley & Sons.

M, T. (2023). What does Scope Creep mean? Project Management Dictionary of Terms. Stakeholdermap.Com. Retrieved October 12, 2024, from https://www.stakeholdermap.com/project-dictionary/scope-creep-meaning.html

Project Management Institute. (2021). A guide to the project management body of knowledge (PMBOK® Guide) (7th ed.). Project Management Institute.


Saturday, October 5, 2024

Estimating Costs and Allocating Resources in an ID Project

 

Greer (2010) outlines a practical approach to project management, focusing on resource allocation and cost estimation as critical components of project success.

Key Steps in Resource Allocation:

1. Define Project Needs: Identify the necessary resources (people, equipment, facilities) required to complete the project effectively.

2. Project Charter: Create a Project Charter that formally recognizes the project and includes support from a high-level manager who can help acquire these resources.

3. Approval Process: Secure approval for the Project Charter from a project sponsor, which is essential for accessing organizational resources.

Greer emphasizes that obtaining formal support not only helps in resource acquisition but also prioritizes projects within the organization, ensuring that resources are allocated to high-priority initiatives.

Cost Estimation Process:

1. Identify Costs: After determining the necessary tasks and resources, estimate the costs associated with each component of the project.

2. Cost Estimation Worksheet: Utilize a Cost Estimation Worksheet to organize and summarize these estimates systematically.

3. Budgeting: Ensure that the estimated costs align with the project's budget constraints and financial goals.

Greer advises that accurate cost estimation is vital for maintaining control over project finances and ensuring that projects remain within budget throughout their lifecycle. This process typically involves analyzing past projects for reference and adjusting estimates based on current conditions and resource availability (Greer, 2010). Overall, Greer's methodology advocates for a lean approach to project management, emphasizing the importance of clarity in resource needs and financial planning to achieve successful project outcomes.


Estimating resources and duration for instructional design (ID) projects can be quite challenging due to the complexity and variability of tasks involved. Here are four valuable resources that can help with these estimations for instructional design (ID) projects:

 1. eLearning Industry: Resource Management in Instructional Design

Description and Evaluation:

This guide from eLearning Industry provides comprehensive insights into resource planning, efficient budget allocation, time management techniques, team optimization, and collaboration strategies specific to instructional design projects (eLearning Industry, 2023). It emphasizes the importance of balancing time, budget, and team resources to overcome constraints and enhance project outcomes.

Most Helpful Aspect:

The most helpful aspect of this resource is its detailed strategies for optimizing time and budget while managing team resources effectively. It offers practical tips on how to allocate resources based on availability and skillsets, which is crucial for accurate project planning.

Usage:

I would use this resource to develop a detailed project schedule by identifying key tasks, estimating their durations, and assigning resources based on their expertise and availability. This would help in creating a realistic timeline and budget for the project.

 2. Project Management Institute (PMI): Five Keys to Accurate Project Estimating

Description and Evaluation:

This article from PMI outlines five essential steps for accurate project estimating, including estimating work package and task durations, developing the project schedule, analyzing the critical path, evaluating results, and reconciling the budget and estimates (PMI, 2008). It provides a structured approach to project estimation, which is crucial for managing complex instructional design projects.

Most Helpful Aspect:

The most helpful aspect of this resource is its focus on critical path analysis and the reconciliation of budget and estimates. This ensures that all aspects of the project are aligned and that any discrepancies are addressed promptly.

Usage:

I would use this resource to refine the project schedule by identifying the critical path and ensuring that all tasks are accurately estimated and aligned with the overall project goals. This would help in maintaining control over the project timeline and budget.

3. Time Estimates for eLearning Development  Experiencing eLearning

Description and Evaluation:

This blog post by Christy Tucker provides detailed insights into estimating the time required for eLearning development. It discusses benchmarks from Bryan Chapman’s research and the 2017 ATD research by Karl Kapp and Robyn Defelice. The post breaks down the time required for different tasks such as front-end analysis, instructional design, storyboarding, graphic production, video production, and audio production (Tucker, 2019).

Most Helpful Aspect:

The most helpful aspect of this resource is the detailed breakdown of time estimates for various tasks involved in eLearning development. This can be particularly useful for creating accurate project schedules and budgets. For example, Tucker mentions that developing in authoring tools like Captivate and Storyline generally takes about 2 hours per finished minute of eLearning content (Tucker, 2019).

Usage:

I would use this resource to benchmark my own time estimates against industry standards. By comparing my actual project times with these benchmarks, I can refine my estimates and improve the accuracy of my project planning.

 4. eLearning Development Calculator  eLearningArt

Description and Evaluation:

The eLearning Development Calculator on eLearningArt’s website helps estimate course length, development time, and hourly costs. This tool allows users to input various parameters to calculate the total cost and time required for eLearning projects (eLearningArt, n.d.).

Most Helpful Aspect:

The most helpful feature of this tool is its ability to provide a quick and customizable estimate based on specific project details. This can be incredibly useful for initial project planning and budgeting, allowing for adjustments based on real time data and project scope (eLearningArt, n.d.).

Usage:

I would use this calculator to get a preliminary estimate of project costs and durations. This would help in setting realistic timelines and budgets, which can then be refined as more detailed project information becomes available.

Conclusion

In instructional design projects, effective resource allocation and precise cost estimation are crucial for achieving desired outcomes. Allocating resources involves identifying and securing the necessary personnel, tools, and materials to facilitate the development of educational content. This process should begin with a clear understanding of project requirements and stakeholder needs, ensuring that all essential resources are available when needed. Cost estimation, on the other hand, requires a thorough analysis of all potential expenses associated with the project, including labor, technology, and materials. By employing structured worksheets and templates, project managers can create detailed budgets that align with organizational goals. Ultimately, a well-planned approach to resource allocation and cost estimation not only enhances project efficiency but also supports the successful delivery of high-quality instructional materials within budgetary constraints.

 

References

Greer, M. (2010). The project management minimalist: Just enough PM to rock your projects! (Laureate custom ed.). Walden University Canvas. https://waldenu.instructure.com

eLearningArt. (n.d.). eLearning Development Calculator. Retrieved from https://elearningart.com/developmentcalculator/

eLearning Industry. (2023, July 9). Resource Management in Instructional Design. Retrieved from https://elearningindustry.com/optimizingresourcemanagementininstructionaldesignprojects

Project Management Institute. (2008, October 19). Five Keys to Accurate Project Estimating. Retrieved from https://www.pmi.org/learning/library/fivekeysaccurateprojectestimating6927

Tucker, C. (2019, May 21). Time Estimates for eLearning Development. Experiencing eLearning. Retrieved from https://christytuckerlearning.com/timeestimatesforelearningdevelopment/


Dealing with Scope Creep in a Project

  Image Credit: https://www.stakeholdermap.com/project-dictionary/scope-creep-meaning.html Scope Creep refers to the adding of additional ...