CPTD 1.5 Project Management Flashcards
(13 cards)
What is the first step in evaluating the feasibility of a new learning initiative?
Conduct a needs assessment to determine alignment with organizational goals and available resources.
What tool can help weigh pros and cons and assess risk before implementing a solution?
A risk matrix or impact/effort matrix is often used to visualize and prioritize the risks and implications of potential activities.
How should a TD professional prioritize competing initiatives?
Evaluate each initiative based on strategic alignment resource availability
What key factors should be considered when analyzing the consequences of a TD activity?
Impact on learners and stakeholders cost and ROI
Which decision-making model supports evaluating options based on weighted criteria?
Multi-Criteria Decision Analysis (MCDA):
used to evaluate and prioritize multiple competing options based on a set of defined criteria.
What is the difference between a goal and a milestone?
A goal is a long-term desired outcome. A milestone is a significant checkpoint or achievement on the path toward reaching that goal.
Which framework ensures objectives are clear and trackable?
SMART goals: Specific, Measurable, Achievable, Relevant, Time-bound.
What tool is commonly used to visualize project milestones and timelines?
A Gantt chart or project dashboard.
Why is ongoing communication about progress important?
It builds stakeholder trust
Project Management Process (I Plan Every Major Close aka IPEMC)
Initiating: Define the project at a high level and get approval to move forward.
-Identify project goals and objectives
-Define scope and stakeholders
-Develop a business case or project charter
-Conduct feasibility studies or needs assessments
-Secure initial sponsorship or stakeholder buy-in,
Plan
-Develop a detailed project plan (scope, schedule, budget)
-Set SMART goals and milestones
-Conduct risk assessments and mitigation planning
-Identify resources and assign roles
-Define communication and quality plans
Executing: Perform the work to meet project objectives.
-Assign tasks and manage teams
-Procure resources
-Deliver training or learning interventions
-Monitor scope and quality
-Communicate with stakeholders
-Develop
-Engage
Monitoring & Controlling: Track project performance and adjust as needed.
-Track progress against goals and milestones
-Measure KPIs and performance metrics
-Manage risks and issues
-Control changes to scope, budget, or timeline
-Report status to stakeholders
Closing: Finalize all activities and formally close the project.
-Confirm deliverables were met
-Conduct a lessons learned or post-mortem review
-Release resources and close contracts
-Archive documentation
-Celebrate success and recognize the team
Roles and responsibilities
Project Sponsor- Provides funding, approves budgets and schedules, removes roadblocks, and signs off on the final product.
Project Coordinator-support the project manager and project team by handling administrative tasks, facilitating communication, and ensuring that day-to-day operations of the project run smoothly.
Project Manager-Manages daily tasks, schedules, communication, problem-solving, and ensures delivery on time and budget.
Common Consequences of a Reduced Budget
Scope Reduction – Key features, learning modules, or deliverables may be cut.
Quality Compromise – Lower-cost tools or fewer SMEs can reduce the effectiveness of the solution.
Timeline Extension or Compression – A lean team might take longer, or fixed deadlines force rushed development.
Increased Risk – Reduced testing, evaluation, or change management.
Stakeholder Disengagement – Fewer touchpoints or less robust communication plans.
Project Charter
Acronym: CHARTERS
Document that starts the project, must be approved to move forward and includes:
C — Constraints (e.g., time, budget, resources)
H — High-level requirements & deliverables
A — Assumptions (what is believed to be true for planning purposes)
R — Risks (initial risks or potential barriers)
T — Timeline or Milestones (major phases or key dates)
E — Executive authorization (formal approval to begin)
R — Roles and responsibilities (who’s who in the project)
S — Scope and objectives (what the project aims to achieve)
