Project Management is the cornerstone of great instructional design projects. Whether you're a consultant or in-house designer, the triple constraint is always a factor in the success of a project. Communicating the specifics of scope, time, and resources gets everyone on the same page right from the beginning by outlining the expectations, risks, limitations, outcome goals, and deliverables. The project becomes a partnership with everyone in it together. My focus during my bachelor degree was in English with a concentration in Rhetoric and Linguistics and a minor in Communication, so it's not surprising that my focus as an Instructional Designer is in positive and honest communication coupled with strong organization and accountability.
In late 2016, I implemented a project management style work process with my design team. In a modern instructional design team atmosphere, utilizing industry standards and the foundation of adult learning theory, it's critical to get things done fast and right. I tested a number of project management software applications and built the forms I've included below. After fine tuning the use of these, I transferred them to a digital, automated form inside a project management application that would allow better tracking and Gantt Chart creation. It is still continuously evolving.
I now have experience in multiple programs used to manage projects, including:
The project partnership agreement was created as a consolidated "lite" version of standard project management agreements. It contains all the basic information in one place, though for larger projects, it may only be the starting point.
The project need form was created to give our project owners and SMEs a starting place to gather information and be prepared during our initial consultation meetings. When I created this form, I was working with clinical project owners whose primary jobs were as nurses, physicians, and pharmacists and whose time was precious and limited. This form gave them the ability to put together information prior to our first meeting so that we were all better informed while walking through an action mapping workflow to assess training need vs. performance problem vs. environmental roadblock.