Posts Tagged ‘Project Management’

The L-Files: Client and Vendor Storyboards

Wednesday, February 11th, 2009

Introduction

Welcome to “The L-Files”, and the first post in a future series where I’ll discuss my role as “The Liaison” on various project teams. It’s common for instructional designers, technical communicators, business analysts, and others to find they are acting as diplomatic liaisons as well as doing their assigned tasks on a project team. I’ll not only post my own stories, I’ll share others’ great adventures when I find them.

Today’s Post

I was assigned to an e-learning course project as the client-side Instructional Designer to work with a virtual e-learning design and development vendor. The client’s required Compliance/Code of Conduct course was deployed to about 3,000 in-house and field staff.

The Vendor’s Storyboard

Previous client-side instructional designers struggled with working in the vendor’s storyboard format. However, when I began working with the vendor team, I found their MS Word, Detailed Design Document easy to use. I let the vendor know I would use their storyboard document, and they immediately expressed their appreciation.

My ability to adapt encouraged a very positive business relationship between the project manager at the vendor site and the remote Instructional Designer. It also greatly shortened the course development life cycle, and increased the vendor’s effectiveness during their internal QA phase.

The client trusted my ability and my decision, and the internal project sponsor benefited as well. We deployed the course on time.

The Client’s Design

I’m used to using PowerPoint storyboards for rapid design of e-learning courses. So, when the Sponsor of this Compliance course had a unique format that he wanted developed, I first designed it in PowerPoint so he could see the potential interactivity.

This PowerPoint storyboard also helped the vendor understand the unique interactivities the Sponsor wanted. We clearly saw how many image files would be needed, and how the potential learner activities would (or would not) work. I then worked with the vendor to “translate” this PowerPoint storyboard into their preferred Word storyboard.

It didn’t take very long at all! Sadly, I no longer have my project log. So, I can’t give you the total hours it took for me to use two storyboard formats as The Liaison between the client and the remote vendor. My process did save project time, and it eliminated the frustrations the team members felt in the past.

I’m “Always Learning…” how to build good will and facilitate the processes in a project team.

And, I invite you to share your experiences as well in this post’s Comments section.

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PowerPoint Library of Edited Images and Slides for Articulate!

Thursday, October 2nd, 2008

Kudos, First, to Tom Kuhlmann!

The Articulate user community of instructional designers, developers, and technical communicators has a wonderful advocate in the person of Tom Kuhlmann, author of Articulate’s “The Rapid e-Learning” blog, and Vice President of Community. This week, he wrote a post on how hiding slides in PowerPoint (PPT) helps you save your edited clip art images and other edited items inside your PPT project file. If you use “layers” frequently when creating animations in PPT, you will appreciate this Hot Tip of Tom’s!

Click the image above to go to his post, “How to Be More Productive when Using PowerPoint for e-Learning Courses”, 30 September 2008, or just click here! )

User Comments

The Comments section of Tom’s post clearly demonstrates the value of Articulate’s user community. Make sure you read through each comment. I did, and saw that some users discovered issues with the hidden PPT slides and their LMS. Gabe Anderson replied that the upcoming Articulate Presenter ‘09 resolves those issues.

But, what if a user will not be upgrading to AP ‘09 soon? No problem; I have a solution. So, I decided to write this post to suggest a workaround for those users who would LOVE to upgrade to Articulate Presenter ‘09, but may not be able to right away due to corporate budget constraints, or any gazillion number of reasons. (Especially in these economic times; what a wild ride we’ve been on in the U.S. for the past 2-1/2 weeks.) And, my idea may also work for you who will upgrade to AP ‘09, but you have a different work-flow process for your PPT files that are revised by multiple designers.

Create a PPT Library “a la” Adobe Flash!

Adobe Flash best-practices practitioners encourage developers to create a stand-alone Library file of images and animations. The Library file makes it easy to reuse elements, and quickly makes those elements available to a team of developers working on various projects. This Library file helps make rapid development even more rapid.

We can do that with PPT. This workaround will help you avoid any issues with hidden PPT slides and your LMS.

  1. Open a new PPT file for your Library items.
  2. Save the file as… Library.ppt
    (or, the name that fits your team or your project, for example:
    SharePointPPTLibrary.ppt )
  3. Change the View of the Library file to Slide Sorter View.
  4. Open your PPT project file that has edited elements as Tom describes in his post.
  5. Change the View of the project file to Slide Sorter View.
  6. Arrange the two slide decks so they are side by side. (See image below.)
  7. Drag and drop the hidden slides from your project PPT file to the Library file.
  8. Save both PPT files and you’re done!

Left: Project slides with edited images.
Right: Library.ppt file awaiting slides!

Best Practices:

  • Open the Library PPT file in Slide Sorter View and hide it in the background while you work.
  • When you finish working on your images, drag and drop their slides into the Library PPT file.
  • Use the Title Slide to create a heading for each project’s slides; create one title for each project.

Final Thoughts

When you get a chance, upgrade to AP ‘09. I plan to upgrade this year. Gabe and Tom say it will knock our socks off, and I believe them. Why? Because of Articulate’s active user community and the product gurus who listen to those users every day. (And, that includes Justin and his team in the Support Forum.)

With Articulate’s dynamic development team, I’m “Always Learning” new things about Articulate’s Presenter, Engage, and Quizmaker!

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Approaching the Project

Tuesday, March 25th, 2008

Ah, the title sounds like a martial-arts film. This post gives you a simple, high-level view of me approaching new projects (with nunchucks in hand).

Who is my audience?
I first ask myself this question (“Self, who is this project ultimately for?”). I jot down some notes to create a reader profile. When the reader’s persona lives in my mind’s eye, I meet with at least two SMEs and my key stakeholder to make sure my profile accurately describes the reader they call their “customer”.

What is my content?
First, I create an outline (a skeleton to be fleshed out later) or a Mind Map of the project’s topics. The Outline View inside Word (documentation) or PowerPoint (e-learning) works well most of the time. I also like PowerPoint for creating subsequent thumbnails (or storyboards) of my pages from that initial outline. The Slide Sorter comes in handy as it allows me to rearrange pages if needed. I calculate four hours of development time per page (per JoAnn Hackos) to estimate the project’s time line and potential cost.

What are my questions?
As I begin to research content for the project, I start a Q&A page. I write down the questions I have, then, I try and resolve as many as I can myself, using existing documentation and any other available resources. Once I answer those initial questions, I schedule meetings with targeted SMEs. (If I’m lucky, I get them all in the same room at the same time.) I provide a Q&A list prior to the meeting to minimize the time the SMEs spend in the meeting.

What is my content (Part deux)?
After that SME meeting, I flesh out my Outline/Thumbnails/Storyboards with headers and draft content. My reader firmly in mind, I try and focus on the needs of both the reader (end user, learner, etc.) and the business. Why? Because I have two customers: the client and the end user.

This post is just one of many to come, I’m sure, on the topic of project management.

I’m “Always Learning”.

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