WK 7 Projmorlant

STATEMENT OF WORK
Project:
D ATE :
Manager:
Converting a Powerful Workshop to an Online Format

November 1, 2015
Tiffany Morlan
Purpose:
Funding from the National Health Foundation has been provided to design and develop an online version of the very successful face-to-face workshop,
Man-to-Man, which has been previously developed by Midwestern State Universitys Professor Essex. This workshop was designed to improve sexual
health for gay and bisexual men. It has been delivered via face-to-face around the United States monthly for the past five years (Portny, Mantel, Meredith,
Shafer, Sutton, & Kramer, 2008).
Objectives:
Develop a HIV/AIDs prevention workshop for gay and bisexual men for delivery online.
Use the ten components of the sexual health model as the foundation of the online workshop.
Incorporate contemporary principles of e-learning into the online workshop (Portny, Mantel, Meredith, Shafer, Sutton, & Kramer, 2008).
Primary Roles:
Tiffany Morlan, Project Manager
Professor Clark Essex, Subject Matter Expert
Professor Pedro Lopez, Instructional Designer
Constraints:
Per the grant provided by the National Health Foundation, this project is to be designed, developed, and evaluated over a two-year period.
While Professor Essex successfully developed the face-to-face workshop, he is not able to develop the workshop in an online format.
Assumptions:
Grant Amount: $5,000.00
Professor Essex and Professor Lopez are both full-time faculty members
PROJECT SCOPE STATEMENT

Project:
D ATE :
Manager:

November 16, 2015
Tiffany Morlan
Statement of Project Scope:

To design and deliver a HIV/AIDs prevention workshop geared toward gay and bisexual men; which goal is to inform workshop participants of prevention
measures to take when utilizing the Internet to connect with other men. The timeline for development, design, and implementation is 4 months and there
will be deliverables to keep the project on track weekly during the timeline. Deliverables will include reviewing current resources in the face-to-face
workshop, brainstorming ideas to translate the resources into an online form, designing the modules of content, delivering the modules of content, finalizing
any agreed upon content edits, publishing the content to the online learning management system, and implementing (piloting) the workshop. Because
participants will complete the workshop voluntarily, we will also need to organize a group of volunteers to complete the workshop once it is ready to first be
implemented to obtain feedback/data to adjust the workshop for future use.
Project Purpose:
Funding from the National Health Foundation has been provided to design and develop an online version of the very successful face-to-face workshop,
Man-to-Man, which has been previously developed by Midwestern State Universitys Professor Essex. This workshop was designed to improve sexual
health for gay and bisexual men. It has been delivered via face-to-face around the United States monthly for the past five years (Portny, Mantel, Meredith,
Shafer, Sutton, & Kramer, 2008).
Project Objectives:
Develop a HIV/AIDs prevention workshop for gay and bisexual men for delivery online.
Use the ten components of the sexual health model as the foundation of the online workshop.
Incorporate contemporary principles of e-learning into the online workshop (Portny, Mantel, Meredith, Shafer, Sutton, & Kramer, 2008).
Assumptions:
Grant Amount: $5,000.00

Professor Essex and Professor Lopez are both full-time faculty members
Timeline: 4 Months
Stakeholder List and Descriptions:
Tiffany Morlan (Jennie Davenport), Project Manager

o Role: To manage the project and work with Professor Lopez to translate the workshop into an online environment.
o Inclusion: Person to be included in all aspects of the project and consulted with in any form to ensure project deadlines are met and the scope
stay intact.
o Role: To provide knowledge and subject knowledge to Professor Lopez.
o Inclusion: Person to be included in aspects of subject matter.
o Role: To manage the design aspect of the online workshop and to work closely with both Tiffany Morlan and Professor Essex to ensure design
expectations are being met.
o Inclusion: Person to be included heavily information regarding the management of the project and in all aspects of the project design.
WORK BREAKDOWN STRUCTURE

Converting a Powerful Workshop to an Online Format:
Work Breakdown Structure
Plan
Deliverable Details
Deliverables
Pilot/Implementation
Project Objectives
Kickoff Meeting
Deliverable Chunks in Modules
Strategy for Pilot
Project Scope
Review Face-to-Face Workshop
Assembled Deliverbales in LMS
Assemble Pilot Group
Identification of Deliverables
Design Plans
Review of LMS Workshop
Implement Workshop with Pilot

Group
Timeline for Deliverables
Stakeholder Review
Formal Approval
Gather Feedback from Pilot

Group
Budget Allocations
Formal Approval
Make Revisons per Feedback

Stakeholder Review of Plan
Formal Approval
Formal Approval for Revised and

Completed Workshop
Team Member Responsibilties Chart
Project Manager
Subject Matter Expert
(Tiffany Morlan)
(Prfessor Clark Essex)
Instructional Designer
(Professor Pedro
Lopez)
Manage Overall
Project
Provide Subject
Matter
Manage Deliverables
Timline
Schedule Meetings
Attend Scheduled
Meetings
Design Deliverables
Ensure Deadlines are

Met
Assist with Assembling

Pilot Group
Publish Deliverables to
LMS
Manage Budget
Attend Scheduled
Meetings
Formal Approval
Design Approval
PROJECT SCHEDULE
1/4 1/11 1/18 1/25 2/1
Establish Project Objectives - TM
Create Project Scope - TM
Identify Deliverables - TM
Create Timeline for Deliverables - TM
Create Budget Allocations - TM
Submit Stakeholder Plan Review - TM
Submit Plan for Approval - TM
Receive Plan Approval - TM
Send Invite for Kickoff Meeting - TM
Hold Formal Kickoff Meeting - ALL
Review Face-to-Face Workshop - ALL
Establish Workshop Design Plans - ALL
Submit Deliverable Stakeholder Review - TM
Submit Deliverable Details for Approval - TM
Receive Deliverable Details Approval - TM
Send Invite for Pre-Development Meeting - TM
Hold Pre-Development Meeting - ALL
Complete Module 1 Development - CE & PL
Assemble Module Deliverables in LMS - PL
Review Complied LMS Workshop - ALL
Submit Deliverables for Approval - TM
Receive Deliverables Approval - TM
Send Invite for Pilot Strategy Meeting - TM
Hold Meeting to Discuss Pilot Strategy - ALL
Assemble Pilot Group - CE & PL
Implement Workshop with Pilot Group - CE
Gather Feedback from Pilot Group - CE & PL
Send Invite for Final Revisions Meeting - TM
Meet to Discuss Final Revisions - ALL
Make Final Revisions - PL
Submit Completed Workshop for Approval - TM
2/8 2/15 2/22 2/29 3/7 3/14 3/21 3/28 4/4 4/11 4/18 4/25 5/2
5/9
RESOURCE ALLOCATION PLAN

Task
Establish Project Objectives

Create Project Scope
Identify Deliverables
Create Timeline for Deliverables
Create Budget Allocations
Submit Stakeholder Plan Review
Submit Plan for Approval
Receive Plan Approval
Send Invite for Kickoff Meeting
Hold Formal Kickoff Meeting
Establish Workshop Design Plans
Submit Deliverable Stakeholder Review
Submit Deliverable Details for Approval
Receive Deliverable Details Approval
Send Invite for Pre-Development Meeting
Hold Pre-Development Meeting
Complete Module 1 Development
Assemble Module Deliverables in LMS
Review Complied LMS Workshop
Submit Deliverables for Approval
Receive Deliverables Approval
Person(s) Responsible for

Completion
Tiffany Morlan - TM
Tiffany Morlan - TM
Tiffany Morlan - TM
Tiffany Morlan - TM
Tiffany Morlan - TM
Tiffany Morlan - TM
Tiffany Morlan - TM
Tiffany Morlan - TM
Tiffany Morlan - TM
All Team Members - ALL
Tiffany Morlan - TM
Tiffany Morlan - TM
Tiffany Morlan - TM
Tiffany Morlan - TM
Clark Essex & Pedro Lopez - CE &
PL
PL
PL
PL
Pedro Lopez - PL
Tiffany Morlan - TM
Tiffany Morlan - TM
Start Date
End Date
Duration
Days
Duration
(Hours per
Day)
1/4/2016
1/4/2016
1/8/2016
1/8/2016
1/11/2016
1/13/2016
1/18/2016
1/22/2016
1/25/2016
1/27/2016
1/28/2016
1/28/2016
2/2/2016
2/5/2016
2/10/2016
2/11/2016
2/15/2016
2/16/2016
1/4/2015
1/4/2015
1/8/2016
1/8/2016
1/12/2016
1/15/2016
1/21/2016
1/22/2016
1/25/2016
1/27/2015
1/29/2016
1/29/2016
2/4/2016
2/5/2016
2/10/2016
2/11/2016
2/15/2016
2/19/2016
1
1
1
1
2
3
4
1
1
1
2
2
4
1
1
1
1
4
2
2
3
3
8
2
1
1
1
2
3
4
2
1
1
1
2
20
Cost of
Effort (In
Dollars)
$40
$40
$60
$60
$160
$40
$20
$20
$20
$120
$180
$320
$40
$20
$20
$20
$120
$400
2/16/2016 2/19/2016
20
$400
2/22/2016 2/25/2016
20
$400
2/22/2016 2/25/2016
20
$400
2/26/2016 2/26/2016
2/29/2016 2/29/2016
3/1/2016 3/1/2016
3/4/2016 3/4/2016
1
1
1
1
2
2
3
1
$100
$120
$60
$60
Send Invite for Pilot Strategy Meeting

Hold Meeting to Discuss Pilot Strategy
Implement Workshop with Pilot Group
Gather Feedback from Pilot Group
Send Invite for Final Revisions Meeting
Meet to Discuss Final Revisions
Make Final Revisions
Submit Completed Workshop for Approval
Tiffany Morlan - TM
PL
Clark Essex
PL
Tiffany Morlan - TM
Pedro Lopez - PL
Tiffany Morlan - TM
3/5/2016 3/5/2016
3/8/2016 3/8/2016
3/15/2016 3/18/2015
1
1
4
1
3
16
$60
$60
$640
3/21/2016 4/15/2015
4/18/2016 4/20/2016
26
3
40
8
$300
$320
1
3
3
1
$20
$180
$60
$20
$4,900
4/20/2016
4/22/2016
4/25/2016
4/27/2016
4/20/2016
4/22/2016
4/26/2016
4/27/2016
1
1
2
1
Total Estimated Cost
PROJECT COMMUNICATIONS PLANNER

Receiver
Tiffany Morlan
(Project
Manager)
Information
Individual will house all information in regard
to the project. This person will also schedule
meetings, etc. with team members, so they will
be the point of contact for such occurrences.
Clark Essex
(Subject
Matter Expert)
Individual will need to receive meeting invites

and attend meetings. They will also be involved
with information regarding module
development and heavily involved in the pilot
group phase.
Pedro Lopez
(Instructional
Designer)
Individual will need to receive meeting invites

and attend meetings. They will be heavily
beloved with the information in module
development, involved in the pilot phase, and
heavily involved in the revision phase.
National
As the source of the funding for this project,
Type of Communication
N/A
Email
Team Meetings
Face-to-face
Internet
Ad hoc
verbal/written
Email
Team Meetings
Face-to-face
Internet
Ad hoc
verbal/written
Email status report
How Often (Weekdays Only)

Weekly: 1/4/16-2/15/16
Project plan and deliverable details stages
Daily: 2/29/16-3/5/16
Review workshop and deliverables stages
start of pilot stage planning
Daily: 4/20/16-4/27/16
Final revisions stage
Daily: 1/27/16-1/29/16
Kickoff meeting, workshop review and
design planning stages
Daily: 2/15/2016-2/25/16
Module development stage
Daily: 2/29/16
Review workshop meeting
Weekly: 3/8/16-4/20
Pilot stage
Daily: 4/22/16
Final revision meeting
Daily: 1/27/16-1/29/16
Kickoff meeting, workshop review and
design planning stages
Daily: 2/15/2016-2/26/16
Module development and assembly stages
Daily: 2/29/16
Review workshop meeting
Daily: 3/8/16-3/18/16
Pilot group meeting and assembly stage
Daily: 4/18/16-4/20/16
Pilot group feedback stage
Daily: 4/22/16-4/26/16
Final revisions stage
Monthly
Health
Association
(Stakeholder)
eduLearning
Systems
(Stakeholder)
this stakeholder will be informed of major

milestone completion items throughout the
project and once the project is completed for a
review.
As the project managers employer, this
stakeholder will also be informed of major
milestone completion items throughout the
project and once the project is completed.
Email status report
Monthly
COMMUNICATION POINTS TRACKING REPORT

Task
Person(s) Responsible for

Completion
Start Date
End Date

Tiffany Morlan - TM
Tiffany Morlan - TM
Tiffany Morlan - TM
1/13/2016 1/15/2016
1/18/2016 1/21/2016
1/25/2016 1/25/2016

Submit Deliverable Stakeholder Review
Submit Deliverable Details for Approval
Send Invite for Pre-Development Meeting

Tiffany Morlan - TM
Tiffany Morlan - TM
Tiffany Morlan - TM
1/27/2016
1/28/2016
1/28/2016
2/2/2016
2/5/2016
2/11/2016
1/27/2015
1/29/2016
1/29/2016
2/4/2016
2/5/2016
2/11/2016

Send Invite for Pilot Strategy Meeting

Clark Essex & Pedro Lopez - CE & PL
Tiffany Morlan - TM
Tiffany Morlan - TM
2/15/2016
2/16/2016
2/16/2016
2/22/2016
2/22/2016
2/29/2016
3/1/2016
3/5/2016
2/15/2016
2/19/2016
2/19/2016
2/25/2016
2/25/2016
2/29/2016
3/1/2016
3/5/2016
Hold Meeting to Discuss Pilot Strategy

Implement Workshop with Pilot Group
Gather Feedback from Pilot Group
Send Invite for Final Revisions Meeting

Clark Essex
Tiffany Morlan - TM
3/8/2016
3/15/2016
3/21/2016
4/18/2016
4/20/2016
3/8/2016
3/18/2015
4/15/2015
4/20/2016
4/20/2016

Submit Completed Workshop for Approval

Tiffany Morlan - TM
4/22/2016 4/22/2016
4/27/2016 4/27/2016
Type of
Communication
Email
Email
Email
(Calendar Feature)
Face-to-face
Face-to-face
Face-to-face
Email
Email
Email
(Calendar Feature)
Face-to-face
Face-to-face/Email
Face-to-face/Email
Face-to-face/Email
Face-to-face/Email
Face-to-face
Email
Email
(Calendar Feature)
Face-to-face
Email/Internet
Internet
Email/Internet
Email
(Calendar Feature)
Face-to-face
Email
Complete
X
X
X
X
X
X
X
X
X
X
PROJECT MONITORING MATRIX

Item
Bold Dates
Complete (Initials)
Behind (initials)
Task
Project Monitoring Matrix Key

Indicates
Date change from scheduled date
(Green) Task complete and was marked complete by
indicated initials of team member
(Yellow) Task has fallen behind scheduled date and was
marked by initials of a team member assigned to the task
that is behind, requires attention of PM
Establish Project Objectives
Person(s)
Responsible for
Completion
Tiffany Morlan - TM
Create Project Scope
Start Date
(Scheduled)
End Date
(Scheduled)
Actual
Start Date
1/4/2016
1/4/2015
1/4/2016
Tiffany Morlan - TM
1/4/2016
1/4/2015
1/4/2016
Identify Deliverables
Tiffany Morlan - TM
1/8/2016
1/8/2016
1/8/2016
Create Timeline for Deliverables
Tiffany Morlan - TM
1/8/2016
1/8/2016
1/8/2016
Create Budget Allocations
Tiffany Morlan - TM
1/11/2016
1/12/2016
1/11/2016
Tiffany Morlan - TM
1/13/2016
1/15/2016
1/13/2016
Tiffany Morlan - TM
1/18/2016
1/21/2016
1/18/2016
Receive Plan Approval
Tiffany Morlan - TM
1/22/2016
1/22/2016 1/21/2016
Tiffany Morlan - TM
1/25/2016
1/25/2016 1/24/2016
All Team Members ALL

All Team Members -
1/27/2016
1/27/2015
1/27/2016
1/28/2016
1/29/2016
1/28/2016
1/28/2016
1/29/2016
1/28/2016

Actual
End Date
Status
Column
1/4/2015 CompleteTM
1/4/2015 CompleteTM
1/8/2016 CompleteTM
1/8/2016 CompleteTM
1/12/2016 CompleteTM
1/29/2016 Complete-
Notes
Approval received 1
day early
Sent 1 day early
Submit Deliverable Stakeholder

Review
Submit Deliverable Details for
Approval
Receive Deliverable Details
Approval
Send Invite for Pre-Development
Meeting
Assemble Module Deliverables in
LMS
Receive Deliverables Approval
Send Invite for Pilot Strategy
Meeting
Hold Meeting to Discuss Pilot
Strategy
Implement Workshop with Pilot
Group
Gather Feedback from Pilot
Group
Send Invite for Final Revisions
Meeting
ALL
Tiffany Morlan - TM
2/2/2016
2/4/2016
2/2/2016
2/4/2016
Tiffany Morlan - TM
2/5/2016
2/5/2016
2/5/2016
2/5/2016
Tiffany Morlan - TM
2/10/2016
2/10/2016
2/10/2016
2/10/2016
Tiffany Morlan - TM
2/11/2016
2/11/2016
2/11/2016
2/11/2016

Clark Essex & Pedro
Lopez - CE & PL
Clark Essex & Pedro
Lopez - CE & PL
Clark Essex & Pedro
Lopez - CE & PL
Clark Essex & Pedro
Lopez - CE & PL
Pedro Lopez - PL
2/15/2016
2/15/2016
2/15/2016
2/15/2016
2/16/2016
2/19/2016
2/19/2016
2/22/2016
2/16/2016
2/19/2016
2/22/2016
2/25/2016
2/22/2016
2/25/2016
2/26/2016
2/26/2016

Tiffany Morlan - TM
Tiffany Morlan - TM
Tiffany Morlan - TM
2/29/2016
2/29/2016
3/1/2016
3/4/2016
3/5/2016
3/1/2016
3/4/2016
3/5/2016

Clark Essex & Pedro
Lopez - CE & PL
Clark Essex
3/8/2016
3/8/2016
3/15/2016
3/18/2015
3/21/2016
4/15/2015
Clark Essex & Pedro

Lopez - CE & PL
Tiffany Morlan - TM
4/18/2016
4/20/2016
4/20/2016
4/20/2016
4/22/2016
4/22/2016
TM
CompleteTM
CompleteTM
CompleteTM
CompleteTM
CompleteTM
Behind - PL
Make Final Revisions

Submit Completed Workshop for
Approval
Pedro Lopez - PL
Tiffany Morlan - TM
4/25/2016
4/27/2016
4/26/2016
4/27/2016
PROJECT SIGN-OFF FOR COMPLETED PROJECT

Project:
D ATE :
Manager:

April 27, 2015
Tiffany Morlan
Team Members and Stakeholders
Tiffany Morlan (Jennie Davenport), Project Manager

eduLearning Systems, Project Manager Employer
National Health Association, Funding Provided By
Team members have reviewed completed deliverables as of date indicated:
Approved final workshop revisions Clark Essex (and team)

Completed final workshop revisions Pedro Lopez
Approved final workshop revisions and submitted for final project approval Tiffany Morlan
I, the Project Approver, consider this project complete:
Yes
No (If not, form will be returned to PM without signature and further instructions.)
___________________________________________________ (Project Approver Signature)

___________________ (Date)
References
Portny, S. E., Mantel, S. J., Meredith, J. R., Shafer, S. M., Sutton, M. M., & Kramer, B. E. (2008). Project management: Planning, scheduling, and controlling
projects. Hoboken, NJ: John Wiley & Sons, Inc.

WK 7 Projmorlant

Transféré par

Informations du document

Description originale:

Titre original

Copyright

Formats disponibles

Partager ce document

Partager ou intégrer le document

Options de partage

Avez-vous trouvé ce document utile ?

Ce contenu est-il inapproprié ?

Droits d'auteur :

Formats disponibles

WK 7 Projmorlant

Transféré par

Droits d'auteur :

Formats disponibles

STATEMENT OF WORK

Converting a Powerful Workshop to an Online Format

PROJECT SCOPE STATEMENT

Converting a Powerful Workshop to an Online Format

Statement of Project Scope:

Grant Amount: $5,000.00

Stakeholder List and Descriptions:

Tiffany Morlan (Jennie Davenport), Project Manager

WORK BREAKDOWN STRUCTURE

Deliverable Chunks in Modules

Strategy for Pilot

Review Face-to-Face Workshop

Assembled Deliverbales in LMS

Assemble Pilot Group

Review of LMS Workshop

Implement Workshop with Pilot

Timeline for Deliverables

Gather Feedback from Pilot

Make Revisons per Feedback

Formal Approval for Revised and

Team Member Responsibilties Chart

Subject Matter Expert

(Prfessor Clark Essex)

Ensure Deadlines are

Assist with Assembling

RESOURCE ALLOCATION PLAN

Establish Project Objectives

Person(s) Responsible for

Send Invite for Pilot Strategy Meeting

PROJECT COMMUNICATIONS PLANNER

Individual will need to receive meeting invites

Individual will need to receive meeting invites

As the source of the funding for this project,

Email status report

How Often (Weekdays Only)

this stakeholder will be informed of major

Email status report

COMMUNICATION POINTS TRACKING REPORT

Person(s) Responsible for

Submit Stakeholder Plan Review

Hold Formal Kickoff Meeting

All Team Members - ALL

Hold Pre-Development Meeting

All Team Members - ALL

Hold Meeting to Discuss Pilot Strategy

All Team Members - ALL

Meet to Discuss Final Revisions

All Team Members - ALL

PROJECT MONITORING MATRIX

Project Monitoring Matrix Key

Establish Project Objectives

Create Project Scope

Create Timeline for Deliverables

Create Budget Allocations

Submit Stakeholder Plan Review

Submit Plan for Approval

Receive Plan Approval

Send Invite for Kickoff Meeting

Hold Formal Kickoff Meeting

All Team Members ALL

Review Face-to-Face Workshop

Submit Deliverable Stakeholder