Templates for Managing Training Projects , livre ebook

Association for Talent Development - Willis H. Thomas

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255 pages

English

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Description

Are you reinventing the wheel each time you create a training project? Organize your way to efficiency, with project management templates and tools specifically designed for training professionals.

This book is at its core a bank of training knowledge. Each customizable template is practical to use on training-related projects or ongoing operations.

In this book you will find:

forms to help you manage all aspects of your training project

helpful information to guide you as you institute an information system for your training department

templates that help you deliver business results and business success.Using good forms correctly can greatly increase productivity and consistency within a distributed network of project team members. Whether you are a project manager who has training responsibilities, or a trainer responsible for managing projects, this guide offers tools you need to maximize efficiency.

Sujets

Efficacité professionnelle

Efficacité

Business

Economics

Employabilité, métiers et formations

Skills

Informations

Publié par	Association for Talent Development
Date de parution	29 décembre 2014
Nombre de lectures	1
EAN13	9781607284314
Langue	English
Poids de l'ouvrage	2 Mo

Informations légales : prix de location à la page 0,1498€. Cette information est donnée uniquement à titre indicatif conformément à la législation en vigueur.

Extrait

© 2015 ASTD DBA Association for Talent Development (ATD) All rights reserved. Printed in the United States of America. 17 16 15 14       1 2 3 4 5
This publication is a derivative work of A Guide to the Project Management Body of Knowledge (PMBOK ® Guide) , Fifth Edition, which is copyrighted material of and owned by, Project Management Institute, Inc. (PMI), Copyright 2013. This publication has been developed and reproduced with the permission of PMI. Unauthorized reproduction of this material is strictly prohibited. The derivative work is the copyrighted material of and owned by, Association for Talent Development (ATD), Copyright 2014.
No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the publisher, except in the case of brief quotations embodied in critical reviews and certain other noncommercial uses permitted by copyright law. For permission requests, please go to www.copyright.com , or contact Copyright Clearance Center (CCC), 222 Rosewood Drive, Danvers, MA 01923 (telephone: 978.750.8400; fax: 978.646.8600).
ATD Press is an internationally renowned source of insightful and practical information on workplace learning, training, and professional development.
ATD Press
1640 King Street
Alexandria, VA 22314
Ordering information: Books published by ATD Press can be purchased by visiting ATD’s website at www.td.org/books or by calling 800.628.2783 or 703.683.8100.
Library of Congress Control Number: 2014945563
ISBN-10: 1-56286-917-5
ISBN-13: 978-1-56286-917-5
e-ISBN: 978-1-60728-431-4
ATD Press Editorial Staff:
Director: Glenn Saltzman
Manager: Ashley McDonald
Community of Practice Manager, Learning and Development: Juana Llorens
Associate Editor: Sarah Cough
Editorial Assistant: Ashley Slade
Cover Design: Bey Bello
Text Design: Lon Levy
Printed by Data Reproductions Corporation, Auburn Hills, MI.
www.datarepro.com
PMI ® and PMBOK ® are trademarks of Project Management Institute, Inc.
CONTENTS
Introduction
Managing Communications
Managing Cost
Managing Human Resources
Integrating Projects
Managing Procurement
Managing Quality
Managing Risk
Managing Scope
Managing Stakeholders
Managing Time
Appendix I: Abbreviations
Appendix II: Term Definitions
About the Author
INTRODUCTION
Are you a talent development professional who coordinates a variety of training projects? Do you experience challenges in maintaining documentation to meet your stakeholders’ needs? Can your organization benefit from improved training forms to streamline processes? These are just a few examples in which training projects can benefit from well-designed forms. This is ATD’s first book of project management templates and tools specifically designed for training professionals. It builds on the expertise of the two widely respected organizations: Project Management Institute (PMI ® ) and the Association for Talent Development (ATD). PMI ® has created many resources for project managers, certifying hundreds of thousands of professionals worldwide. Similarly, ATD has set the standard for best practices in training and development through providing exemplary content and establishing a competency model for the talent development profession.
It may be helpful to consult a handbook or guide when using these templates. A Guide to the Project Management Body of Knowledge (PMBOK ® Guide) presents industry-accepted project management terms, definitions, and guidelines. While the PMBOK ® Guide is not required to use these templates, it can be very helpful for understanding the application of project management to your job function. It does this by organizing training activities through start-to-finish relationships (Process Groups) and logical categories (Knowledge Areas).
Templates for Managing Training Projects may also serve as a companion to other project management standards, such as PRINCE2 (Projects in Controlled
Environments 2), and methodologies, such as Agile project management.
This book not only supports training project management, but also ongoing organizational and business functions, including human resource development functions such as, new hire orientation and professional development. Continually used forms are classified within the area of ongoing operations.
THE EMERGING ROLE OF THE TRAINING PROJECT MANAGER
The role of the training professional is increasingly changing and taking on a project management role that extends beyond training design and delivery into areas that support performance enhancement, process improvement, change management, quality assurance, and measurement and evaluation.
Training project management responsibilities can include authoring and maintaining the training project plan, including managing workflows; facilitating SME input; overseeing approvals; and ensuring effective management of the training project from start to finish. This often means:
• ensuring that competing demands (cost, time, scope, quality, risk, and resources) are properly addressed
• coordinating the efforts of the training project team (SMEs, instructional designers, curriculum developers, trainers, and training administrators)
• supporting training deliverables that have been produced for internal key stakeholders and external regulatory authorities.
The ATD Competency Model provides a framework that can benefit from the effective management of projects and related documentation. Projects are inherent in each area of the competency model—initiatives that are intended to address specific requirements. For example, in the area of change management, training projects might involve culture change and familiarization with new policies that name educating end-users as a primary task. Learning technologies might involve system validation to ensure compliance. Knowledge management might involve a variety of system implementations that require new ways of thinking, which necessitate learning and performance management as a core focus. Each of the components in the ATD Competency Model involves the development of products, services, or deliverables. In essence, this can be looked at as projects or sub-projects that are temporary, unique, and created for a specific purpose.
FIGURE 1: THE ATD COMPETENCY MODEL

HOW TO USE THIS BOOK
This book is designed to be an invaluable resource to help manage learning and development projects. These forms are knowledge documents that have been conceptualized and enhanced with some input from contributors during the past 20-plus years. These customizable templates are practical for use on training-related projects or ongoing operations. “Training-related” refers to those initiatives that pertain to the full scope of training—from needs assessment to instructional design, from initiating a new training initiative to managing training operations.
To optimize the use of these forms consider the following:
• Why do you really need training forms? Do you need forms to track results, to show accountability, for formal documentation, or for other related concerns?
• Which forms do you need? Do you need all of the forms or just specific ones for particular projects based upon the size and complexity?
• When do you need the forms? Do you need specific forms at the beginning of the project and other forms throughout the project, or do you prefer utilizing the majority of the forms at the end of the project for record-keeping purposes?
• How will you use the forms? Will these be used as printed forms or electronic documents?
• Will they be used with the project team only or with stakeholders?
• Why do you need the form? Are there regulatory or compliance requirements that you need forms to track?
• Who will initiate, maintain, or approve the forms? Will the data administrator be responsible for the forms or is the training manager ultimately accountable for training documentation?
To make this book user friendly a glossary of terms that applies specifically to training project management and ongoing operations is provided at the end of this book. This will help you to develop a common language within your organization and ensure that everyone understands the concepts of training project management.
Whether you are a project manager who has responsibilities for training or a training and development professional who is responsible for managing training-related projects, you will find this guide useful.
The forms are organized by Knowledge Area (subsets of project management), according to the PMBOK ® Guide, 5th edition:
1.   Project Communications Management includes the ways in which we interact with people involved in the project and distribute information to them.
2.   Project Cost Management includes the financial aspects of training projects, including the financial expenditures and budgets.
3.   Project Human Resource Management includes onboarding and off-boarding of people involved in the project.
4.   Project Integration Management is when all components of the project are brought into alignment through integrated change control, beginning with the business case and oversight.
5.   Project Procurement Management includes deciding which external vendors will provide the solution for the training project.
6.   Project Quality Management requires assurance that the project meets stakeholder expectations as outlined.
7.   Project Risk Management addresses uncertainties and unknowns, and helps you come up with a plan of action to reduce their impact in the event they occur.
8.   Project Scope Management maintains focus on the project so that the boundaries and parameters are in line with only the work that needs to be produced.
9.   Project Stakeholder Management includes the identification and analysis of people involved in the project with respect