AEmeritus - Relevant Training

Drucker said it 30 years ago:
" To make knowledge work more productive will be the great management task of this century,
just as to make manual work productive was the great management task of the last century."

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“The future for society and the country is vibrancy in innovation.” - Dee Kapur, President of the Truck Division of International Truck and Engine, believes in what he refers to as pragmatic innovation, a term that perfectly captures the balance between creativity and profit.

I like these ideas
LCMS = LMS + CMS [RLOs]
CustomGuide - interactive and modular Contact AEmeritus for a trial or account
Atomic Learning -- modular, but not interactive
HostingBay - Best Full-featured web hosting in Australia

Supporting Services
Moodle
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Partnered with Oreilly Learning Lab

CSS Design
A List Apart
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References
Prentice Hall PTR (Professional Technical Reference)
Our quick and dirty survey on SurveyMonkey
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Friday, 28 October 2005

Mood:  caffeinated
Topic: KnowPlace
KnowPlace: Free Weekend Workshop

** Please Circulate**


Open Weekends @ Knowplace presents a free weekend workshop that requires only your participation. We need your active participation in the online community as it is the only way we can "see" you.

Most of the workshops are asynchronous (not real time) so you can participate when it's convenient. In some cases, the facilitator will offer synchronous sessions to complement the resources. If you are unable to participate in a scheduled synchronous event, you are welcome to participate in all the asynchronous activities. If you are feeling like a duck-out-of-water, that's okay too. We all started there too. :-) This weekend is devoted to those who have little or no experience online.

**New to Online**
This weekend is for "newbies", people who want a comfortable, safe place for their initial experience to the online environment. Helen Kershaw, our communication tools' expert, will work with the group to answer your questions (there are no stupid ones this is how we learn) You will be led in a discussion about what you need to consider to work online. Ask all your questions here!

** Enrol **

You self-enrol at Open Weekends. http://knowplace.ca/moodle_1.4.3/course/view.php?id=69 Anyone who has already registered at Knowplace has a login, and will have access to the course when it opens. If this is your first time using Moodle, please browse through the Use Knowplace course. http://knowplace.ca/moodle_1.4.3/course/view.php?id=19 Once you have a login, you will be able to access the course once it opens. All our courses open Friday at 9 a.m., PDT and close Sunday @ midnight PDT. The "three-day" weekend provides time for you to review the course materials and/or read and post to the forums later on Sunday. The facilitator(s) will be checking into the workshops throughout the weekend at times convenient to their time zones.

Wondering what Pacific Time equates to in your part of the world? Go to the global clock http://www.timeanddate.com/

** Future Topics **
If you have suggestions for topics you would like to learn about and/or present, please contact me, carolec@knowplace.ca

** Why Me? **

We know how irritating it can be to be placed on a mailing list that you don't want to be part of... So... If you want to be removed from the list, email Carole carolec@knowplace.ca with "Unsubscribe" in the subject line.

.....................
Carole Cotton, B.A., M.Ed.
Coordinator, Open Weekends @ Knowplace.
Career Portfolio Specialist, Online Educator, eCareer Coach
Yahoo IM - carole_cotton2003
MSN IM -cottoncarole
Skype ID - clcotton
Gtalk ID - clcotton

Knowplace http://knowplace.ca
** Providing customized training geared to the needs of specific groups - both in Canada and internationally
** Assisting organizations and individuals move into the online world quickly and efficiently

Posted by amoranthus at 6:54 AM NZT
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Monday, 3 October 2005
Oscar Wilde
"Seriousness is the only refuge of the shallow."
- Oscar Wilde. Irish Poet, Novelist, Dramatist and Critic, 1854-1900

Posted by amoranthus at 9:48 AM NZT
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Monday, 26 September 2005
AEmeritus Relevant Training
Topic: About AEmeritus
AEmeritus has been renamed: AEmeritus Relevant Training. Why?

I have done a great deal of background reading on elearning and training online. There are long articles from sources that roam and twist ideas around one another like jumbled roots under an old house. There are companies selling LMS and LCMS systems that are easy or complicated -- some impressively expensive.
There are beautifully authored, professional ads and websites. Huge campaigns (and smaller) from gigantic companies that seek with the friendly active voice of business writing to establish a marketing label for themselves.
There are people out there who are making money spinning yarns about their expertise like mad fairy tales all over the blogosphere and Net.

As a small company, AEmeritus can't compete with the the kind of talent and expertise huge budgets can employ.
One of the guiding principles of AEmeritus is to not re-invent the wheel.

The Holy Grail

Metaphorically, I have found a map to the Holy Grail. It is a simple map. The Grail is easily reached. There are a thousand trails that lead there. Yet so many strive for it and fail.

We call ourselves, "Instructional Designers", and our Holy Grail is "Relevance." If the instruction we design -- However it is designed. -- is relevant to our audience, then we are there. This is the one simple test of all design that is most poignantly applied to instruction.

The test of every design is simple: Is it relevant?
Of every module, step, goal, or strategy in design: What is its relevance?

There are literally thousands of people and companies on the Net searching for this Grail. Like any good story, some find it and it slips through their fingers like sand falling away in the winds. The technology or ideas pass them by.
Some Relevance survives, of course. Because once found, like Love, it lingers. Many of these crusades are the work of passions whose expression never completely dies away. We see their relevance in context, like learning the archaic meanings in old poetry.

But the test remains: Is it relevant?
A new context has been described, if not defined: "Instructional Design." And a new context: "online."

No matter how technically superb, if the training is not relevant to the audience, it has failed.
No matter how deep the subject is explored, if the exploration is not relevant to the audience, it has failed.
No matter how simple or modern, if the training is not relevant to the audience, it has failed.

How do we, as Instructional Designers, achieve "Relevance"? There are a thousand answers, each one potentially relevant; each also potentially -- or in time certainly, not relevant.
The first step toward Relevance is to know your audience.
The next step is to apply Raymond Loewy's MAYA principle: Most Advanced Yet Acceptable.
Acceptable? Yes, to your audience; not the designer.
The test of your choices is to avoid Damaging eLearning Myths.

From there, constantly testing the relevance, immediate and stategic relevance, you proceed.

Paul

There is nothing so annoying as to have two people talking when you're busy interrupting. - Mark Twain





Posted by amoranthus at 11:36 AM NZT
Updated: Monday, 26 September 2005 7:12 PM NZT
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Saturday, 24 September 2005
And just when you thought it was time...
Mood:  chatty
Topic: MSProject
Open Workbench



Complete Desktop Project Planning and Scheduling



An Open Source clone of Microsoft Project!


Open Workbench is an open source Windows-based desktop application that provides robust project scheduling and management functionality and is free to distribute throughout the enterprise. When users need to move beyond desktop scheduling to a workgroup, division or enterprise-wide solution, they can upgrade to the Clarity™ system from Niku, an enterprise portfolio management system that offers bidirectional integration with Open Workbench.

Posted by amoranthus at 7:58 PM NZT
Updated: Monday, 10 October 2005 10:27 PM NZT
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The Future of eLearning and Training
Mood:  bright
Topic: Why?

April 25, 2003 at HP, Cupertino

Future Trends in Corporate eLearning - A Leap Ahead

Join us for a panel discussion by corporate elearning professionals on trends in technology, learning, corporate culture and business environment and related global and government policies.
The panel discussion--with participation by Peg Maddocks of Cisco, Tom Hill of HP, Jerry Neece (formerly with Sun) and perhaps with brief "remote appearance" by one or two futurists/analysts--will be followed by breaking the group in workgroups and looking at the panelist visions, plus the groups own perspective, and presenting those trend perspectives to the group as a whole.

Post-meeting Summary

Please bear with us as we prepare the summaries. This session was light on slides and heavy on talk, and we each have many pages of notes.

Posted by amoranthus at 4:36 PM NZT
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PERT charts
Mood:  chillin'
Topic: MSProject
Thumbing through the Project 98 manual, I found a page illustrating PERT charts, and had to laugh. How many times in my professional journey had I come across that diagram or some permutation?

I'd been called upon a few times to lead teams and plan projects, I first discovered PERT charts in some background reading on Project Management. I was fascinated with the idea for a while. Then one manager at Xerox tried to plan out a network problem with Post-It notes and string. -- That's got to be the best definiition of spaghetti every stuck to a wall!
Xerox headquarters in Dallas was an old warehouse that had been converted into offices. The people were great: intense and talented, but everywhere you turned led to some dark corner. Finally wandering out into the bright Texas sun could leave you gasping and staring for 10 minutes!

Using PERT diagrams by themselves to plan a project is just like that. They're useful as an interim step in the beginning, or to explain dependencies in a snapshot for someone, but without a timeline (-- which means spreading out across a couple of walls with miles of string for a realistic project) PERT charts lose their appeal quickly.
Ergo, the GANTT charts are what Project depends on in later versions.

I thought about taking the training to become a Project Manager a couple of times. Usually the demands of work or budget prevented me. Besides, I was already doing the work.
A couple of people chided me that it was the math that stopped me. I just shrugged. I've always been good at math, even if didn't appeal to me. Every once in a while, some article in Scientific American would light up my interest and I'd pick up a book or two. But if working with computers is a social niche, people expect mathmaticians to be hidden in dark towers and only called by name with great care.
I've always preferred more interaction of one form or another.

That's the Advanced Watsonia manual over there on the left. At this level, the training becomes more integrated and useful.


PERT-style diagrams found a couple of interesting applications in Use Case analysis and OOP.
Given a persona (a defined role for a user of a site or program), you could tack the Use Cases from your application around them to brainstorm.

And then, when designing the software to respond to those Use Cases, PERT-style diagrams are used to illustrate how one programming object works with the others.
Sun still uses this style of illustration in their training for Java. Object, methods, and data are defined in a heirarchy that can be explained to a customer easily -- with a little explanation about the choice of method names. No one but programmers really understand the naming of methods. It's a special code.

These object diagrams are effective because the design satisfies the function. They are a snapshot of how a program responds. It's the sort of thing you try not to let your customers see too often.
Instead of object diagrams, customers understand flow charts better. If you're laying out workflow with a customer, use a flow chart:

  • the style is familiar and "intuitive", after decades of association with computer programming

  • most word processors have clipart that can make your sketched-out work process into a professional presentation quickly

  • they provide a shared conceptual space for you to check your understanding of the workflow with your customers

  • they quickly define the Critical Path for a user, but..


There are two weaknesses in flowcharts:

  1. Decisions that take microseconds in the human mind can look pretty hairy and complicated.

  2. Flowcharts to illustrate workflow don't illustrate time frames very well.

You don't want to get lost in the minutae with your clients. That's what they pay you for. As quickly as possible, get back to them with a professional presentation and ask them for feedback. -- They'll let you know when things aren't right!

From a flowchart, you can kickstart the communication with a client and leave all the doors open. Many times, they'll come back to you with details because the diagrams are fun to work with.
Once you have the Critical Paths defined, whether we're talking about designing training, websites, programs, or projects, you're about halfway home.

None of the old sayings is always true.
"Take care of the big things and the little things will take care of themselves." makes you wonder who wrote: "The Devil's in the details."
-- And the guy who looks to this one: "Take care of the little things, the big things will take care of themselves.", is under treatment for OCD! (I love the Monk detective series. Does it show?)
And sooner or later, we all fall back on: "Don't sweat the small stuff. -- Hint: It's all small stuff!"



UML is still better left as a language for the techies.

Posted by amoranthus at 10:24 AM NZT
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Project 98 - Watsonia Publishing
Mood:  sharp
Topic: MSProject

One of the companies that I subcontract through gave me a manual on Project 98. It's dated and no longer on the Watsonia site, but it does reinforce the process of corporate training and how it's delivered.

The manual is in the style that I intuitively used when asked to develop software training as a consultant with Xerox and Blockbuster: step-by-step explanations, using screenshots to illustrate what the user would see on the screen.
It uses frequent Exercises to reinforce the concepts and usage.

I'd estimate that the training would take 3-4 days in a small class to deliver. The time would be less for experienced, motivated users -- like myself -- to review the interface and prepare for specifics. I covered the 341 pages in about 3 hours, comparing it with Project 2003 along the way.

The Project 98 manual outline matches up well with the Introductory level manual for Project 2003, shown on the left here.
The estimated time for delivery is 16 hours, which is close to my estimate of 3 days, 6 hours a day, leaving most of the exercises for the learner to do later.

If I were delivering this training as a subcontractor or in house, I'd urge the company to get the coversheets styled to their logo and company environment. Watsonia does that for no extra charge.
A few customized lessons can be added to the manual that can be quickly developed in PDF format for a small additional fee.

I called a couple of the companies I'm listed with as a corporate trainer and was surprised to find that most of their clients are only interested in training in Project 98. Only 1 in 10 has upgraded to 2002(XP) or 2003.



Posted by amoranthus at 8:59 AM NZT
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Thursday, 22 September 2005

Topic: Advertising
The Latest in Aussie Websites



The Small Business Support Network
Helping you get more from your business!

----

News from ComeOnAussie.Net

Back in 1997 I saw that many micro and small businesses were being fed a load of "cobblers" about the internet, and developed the Small Business Support Network to provide people with correct information about doing business online, and give you a facility to network with other online small and micro business operators.


Help support Australian Web Designers by visiting our Aussie web sites first!

This page is updated daily with the latest Australian Web Sites listed on OzGateway. Check back often to find more new sites so YOU can Surf Australia First!

Posted by amoranthus at 12:46 PM NZT
You have a good idea for a business
Mood:  don't ask
Topic: Small Business
Getting Started

You have a good idea for a business - Great!!

Having a good idea is the first step to starting a business. This is the easy part. But if you want to have a successful business, there are many other things to consider and plan.

Are you financially ready? Is your business idea suitable for a home base? Why do you want to go into business and are your reasons sound?

Use the information in this section to help you decide and plan.

Posted by amoranthus at 12:42 PM NZT
Updated: Thursday, 22 September 2005 1:01 PM NZT
Learning Times
Mood:  cool
I first joined Learning TimesLearning Times in May 2005 while still working on certification course in Australia. The site was listed as background reading. Although I was attracted to the idea of delivering training online, -- and I was in an online course! -- the readings were a little wide afield from the direction of the Cert IV course on Training and Assessment which was geared to train for classroom or face-to-face delivery.


Privacy Policy

Learning Times has established itself as the leading producer of online educational conferences. Whether you conduct a completely online conference, expand the reach of a face-to-face event with online participation, or provide year-round community interaction in connection with an annual event -- LearningTimes is the right partner.





I've found myself on the periphery of this network many times in my research on eLearning. Like KnowPlace, LearningTimes has become a leading portal for developing new ideas on how to train and deliver knowledge online.

Posted by amoranthus at 8:44 AM NZT
Updated: Thursday, 22 September 2005 12:52 PM NZT
MPA member
Mood:  caffeinated
Topic: MSProject
As part of my research into MSProject, I found there was professional user group called MPA (formerly MPUG-Global). MPA is the "Official International Association for Microsoft? Office Project."

Thanks to the course at Chisholm, I could join as a student for the first year.


Project Learning has teamed up with MPA to invite you to join the global Microsoft Project community. For only $99 US dollars, you will gain access to the following:

* Peer Learning/Networking/Technical Knowledge
* Professional Development
* Latest Product News/Resources

Membership in MPA is a great value because of the opportunities to knowledge-share with peers, learn time-saving tips from the publications you receive and have the latest product news at your fingertips!

To find out how to join (together with the different membership options available, please click here. For more information


As a measure of my progress, I took their online quiz on MSProject. I scored in the 86th percentile. I have to admit I was pleased with the score.
At one point I had considered becoming a professional project manager, but the course through PMI was too expensive.
A few of the Project Management links from this page are below:

http://www.pmi.org/info/default.asp
Project Management Institute (PMI) - the world's largest project management association.


PMI - USA
http://www.apm.org.uk/
Association for Project Management - the UK project management association.


APM - UK
http://www.mympa.org/
MPA - The Official International Association for Microsoft Office Project.


MPA - USA
http://www.gantthead.com/
An online community for IT Project Managers.


Gantthead - USA
http://www.projectified.com/
Microsoft Project MVP Brian Kennemer's blog “endlessly obsessing about Project Server so that you don’t have to.”


Posted by amoranthus at 12:58 AM NZT
Wednesday, 21 September 2005
KnowPlace Membership
Mood:  energetic
When I first began this exploration of training and online learning, I was directed by the course background reading list to .. KnowPlace!
At that point, I had no idea where this new certification (Cert IV Training and Assessment, Australia) was going to take me.

Now, months and a couple of thousand pages of reading later, I find this community again: A group of very like-minded people now that I have overcome some of my own naivete.

knowplace is ...
people!

In Knowplace, we work with a variety of clients who wish to improve their skills in the online environment. We:
1. Provide customized training geared to the needs of specific groups - both in Canada and internationally
2. Assist organizations and individualsmove into the online world quickly and efficiently
3. Work with partners using our dynamic open source/freeware environment to assist their clients
4. Maintain a world wide learning community for those interested in all aspects of online learning
5. Provide speakers and presentations on aspects of online learning at provincial, national, and international conferences
6. Assist learners who wish to take Capilano College: Continuing Education programs and courses.
Resource Our commitment

1
Customized Training

We haven't always worked online! The folks that work at knowplace learned their skills, and gained their knowledge, degrees and qualifications in the face-to-face world. Knowplace has been in business since 1988, but we haven't worked that long online! The experts have only been here for ten years. We learned how to transfer our skills to the online world through trial and error... We learned and continue to learn! We are happy to guide you with what we know.
The one important key that we have learned is that the Internet permits us to customize and individualize training programs, courses and workshops to meet the needs of others. We use the Internet in our face-to-face training programs, and the professional development training opportunities that we design for you.

As you can see from these pages, Knowplace offers a variety of programs to assist learners with a variety of skills needed in their professional lives.

Posted by amoranthus at 11:00 PM NZT
The LMS Selection Process in a Nutshell
Mood:  quizzical
Now Playing: The LMS selection process in a nutshell
The LMS selection process in a nutshell (wholly pirated from Parkin's Lot from a link on the EdNA Groups forums)

Note: What's surprising about such and article is that it appeared to be needed at all. I can't think of a business manager at any level of business that would need this sort of information, but the author is directing his comments to teachers in Australia. It illustrates the state of naivete and raw awe that elearning provokes more than anything else.)


In working on learning strategies, I am sometimes asked to help a company decide which Learning Management System they should use. Here's the general approach that I recommend.

This is to be read in conjunction with my frequent admonitions to not allow the LMS to define your learning processes, nor to make its selection the starting point of your strategy development, nor to assume that any LMS is adequate to manage the totality of the learning that might take place. With that said, here’s an approach to selecting an LMS.

Form an LMS selection team that includes representatives of all those who will be involved in implementing and using it. Get someone from your IT department involved early, but ensure that they do not take ownership of the selection process. If you can afford it, get an objective outsider involved as well.

Agree on the strategic and operational processes by which you want to manage learning. These will follow from having already defined your strategic and operational learning objectives, which in turn will have been derived from the business goals of your various learning customers. Do not think in terms of LMS functionality, but in terms of process: what do you want to do, who is going to do it, how is it going to work.

Then look at this broad strategy, and list the requirements that a system supporting it must satisfy. Create a list of critical success factors for your e-learning systems. For example, if your strategy calls for you to implement competency-based learning, you may need to integrate with your Human Resource Management System (HRMS) data or your Enterprise Resource Planning (ERP) system. If you have operations around the world, you may have a need for multi-lingual or multi-byte character capability. Your list of requirements will probably have 12-24 items on it.

Some other factors that you should consider at this stage are:

* Will you need local support in multiple countries?
* What is your budget?
* Do you want to host internally or have the vendor host for you?
* How diverse is your target learner platform and your IT infrastructure?
* Do you want to manage classroom activity (scheduling, evaluations)?
* Will you be integrating third-party content?
* Will you need a system that integrates with CD-ROM content or allows offline work to take place?
* Do you need e-commerce or departmental charge-back capabilities?
* How granular are your tracking and reporting needs?
* Do you have to track compliance or certification training?
* Do you have special requirements for data security?
* Do you plan to integrate collaborative activities such as e-mail, chat, or communities in your learning?
*
Will you be managing synchronous virtual classroom activities?

Survey the market and come up with a short-list of systems that meet your critical needs. The survey can be done by issuing a request for information to all of the known vendors in the market (there are only 50 or 60 of any substance), by buying an off-the-shelf study, or by contracting someone to do the data collection work for you.

It is at this point where your LMS quest might lead you away from the straightforward purchase path: if your requirements don’t fit well what is available, you might explore the option of building rather than buying.

Reduce the list to less than half a dozen, using criteria that are important but did not make it to the critical list.

Next, develop a framework for evaluation of alternative systems. This is an important step, because it allows you to take control of the “demo process” and provides you with the right questions to ask. Without such a framework, you become a passive audience to the vendor’s presentation. The most helpful approach to defining an evaluation framework is to map out “a day in the life of a user” and then have the vendors talk about how their solution fits to that picture. You can break down a day in the life of an LMS administrator, a learner, an instructor, an instructional designer, an HRMS bureaucrat, and a learner tech-support person into a set of specific action steps, processes, or mini case-studies. Those steps, and the complexity of them, then become challenges to the vendor: Show me how your system supports these necessary processes.

Craft your RFP around your needs as already defined, don't use a template that you found on the web. Using someone else's idea of what is important is not only lazy, it can mislead the vendors and cause you to make decisions based on irrelevant criteria.Send out your RFP to your final short-list of vendors.

Once you have received responses to your request for proposal, cut the list to three. At this stage, you have enough information to differentiate the top candidates from the rest. All of your other criteria, the less important issues, the subjective feelings, the qualitative factors and so on can come into play.

Ask your final vendor list to set up demo sites that you can explore. Get learners, instructors, administrators and so on to go in and play, then provide you with feedback. Ask for references in companies that have installed the systems, and be sure to talk to as many of them as you can.

Once you have had the chance to try out the systems, have had the vendor presentations, and have seen how they address the day-in-the-life requirements, you should be comfortable about making a selection. Each party in the LMS selection team may have a different view, and should have a different perspective, but you will have enough structured data to come to a reasonably comfortable conclusion. Pick an LMS.

Then, because vendor terms are rarely cast in concrete, negotiate!

Posted by amoranthus at 1:36 PM NZT
Tuesday, 20 September 2005
Discussions on TechRepublic
Mood:  mischievious
from Thread: What kinds of PM forms/templates do you need?

[This is called a "I want the software to give me a personality"-type post. -- And you wondered what those guys really talk about? This conversation could be in any office anywhere in the world when someone asks for something like this.]
[Hint: Sometimes you just have to say what you mean, trust your intuition, and let the chips fall where they may. NO computer form or program can provide you with soft skills.]

Plaintive: I need the "How to tell a client that anything that is requested as the project is in the maintenace phase will be in the next release" form.

Consoling: It sounds like the client still thinks that this phase of the project is open and you think it is completed. Need to revisit what both of you agreed was the criteria for closing this phase.

Professional: If you have the project specified properly in the first place, you have change management through which each request goes. If the request is within the scope you provide it, if not customer chooses possible delay of the delivery and the extra cost.

This guy needs MSProject reports customized: need a comprehensive communications plan for details on all my stakeholders: management, team members, vendors, contractors. Would like a xls spreadsheet that can be sorted on various fields i.e. type of stakeholder, location, reporting structure ...

Buzzword bulls**t: We could use a "Service Request" form providing a high level summary of the request, justification, impact, benefit, cost etc...Thanks.

And we add more technology to solve what the original technology won't: IIL has a great web based product, UPMM. It prompts you to answer some basic questions to help determine if it is a small, medium or large project. All templates are MS Word documents. And you can import the methodology application into MS Project 2000 or greater. This replaces the default MS wizard and it is a great tool.

An attempt to return to practicality (long since lost): Kind of checklist that requires both client and the project team to identify the interface and responsibile sign-off personnel for different phases/deliverables during the PDLC.

Let someone else do the work answer: I would love to see you post technology roadmap templates, preferably in an excel format.

Actually, a good answer: I would be interested in getting a requirements work plan sample. i.e. Project plan (or charter) for the requirements analysis phase.

This should be in place already: How about an Issues log, Change management log both in Excel and a Lessons Learnt document in Word.

Also would you be able to give some suggestions for a format for technical documentation/template for developing a software application?

Trying to change the topic because the conversation got out of hand: Is there a simple form to determine the cost benefit analysis of a new project?

Happily picking up the new direction:
As a federal government person, the ROI forms I have located are more centered around "profit" and "loss" for the business sector. I am looking for forms in Word or Excel that I can alter to determine the Return on Investment (ROI) for a project dealing with replacing some 300 desktop PC's with notebooks. This is for our traveling workforce and telecommuters. I am also looking for Cost/Benefit analysis guidelines for the same project so I can prove that while the initial investment is higher; over the life cycle of a notebook, the payback is worth the expense.

Practicality returns, unfortunately:
One thing that has worked great for us is the Deliverables Expectation document. It ensures that the vendor understands what contract requirement(s) the deliverable is supposed to meet, format, etc. The Vendors like it too because it makes sure that we have a "meeting of the minds" before they go spend months working on a deliverable. Please contact me for a sample.

More "Let the software be my personality" stuff:
Would like to have project specific WBS templates for different types of projects, such as Server Migrations, Database Consolidations, Upgrades (application, databases, OS), Application Development, etc. It would also be useful to have MS Project templates with the same type of focus.

A little creativity that makes sense: I would definately need a form to complete at the end of the project called "Lesson Learned" so, that it can be reviewed by all the team members and stakeholders for future projects..

A little defensive from on high here: I receive requests modify or create new form designs including the applicable data, need request form.


Posted by amoranthus at 12:37 PM NZT
Updated: Tuesday, 20 September 2005 12:45 PM NZT
Critical Paths
Mood:  rushed
Topic: MSProject
I found a neat little download on TechRepublic to help learners focus on the concepts of Project Management.



It's free to use so long as I leave the TechRepublic branding in place.
The image above is only the first part of the file though. Far more useful is that it comes in a Word file with an area on the next page that the users can fill in themselves. I'll show the trainees how to save the file as a Word template that they can use over and over when working with MSProject.
They can print out and tack the tablets on their wall somewhere as reminders. Work is work, but you gotta find the fun in it.

Which leads to a discussion of Critical Paths...

Project Management is tough work. Trained experts get paid very well and they earn every cent.

Most simply put, the Critical Path is the way you get where you want to go. Every program, website, or plan has a Critical Path.
MSProject has the capabilities to allow you to layout an initial plan for the project, and to help you track its progress, to be aware of how costs, resources, and other constraints change over the course of the project.
That doesn't mean that everyone using MSProject will use those facilities. According to a Microsoft survey, about half of the users only use it to illustrate the initial plan, or "baseline" as it's called in Project.
If that works for them, then that is the definition of their Critical Path. (More on this in another post.)

The Critical Path for a business website may be for the visitor to buy their products, or request further information about their services.
The Critical Path for a golf or race game is to finish the course.
The Critical Path for some games is for the users to attain higher levels by acquiring points or powers. In this case, the Critical Path is to NOT have an endpoint. (Unless the player is killed off, of course!)
The Critical Path for most business software is defined by the users. MSWord, Access, and Excel, for example, do not define the work for a user, but provide them with the tools to accomplish their work.
Rarely is a Critical Path so tightly tied to the design of the software as in MSProject.
In the final analysis, the User defines the Critical Path.

A project has an endpoint. In the real world, the endpoint is rarely the same day or the same expense as originally planned. But at some point, all the tasks are checked off and all the resources are used.
The same Microsoft survey indicated that although less than half used most of Project's capabilities, 87% of the users said it helped them manage the project.

If the User can describe where they want to go, why Project?

Before this becomes oversimplified, let's take a look at an analogy.
You're visiting in Australia. You want to go to the local shopping mall. Your host will let you use a car, and your foreign drivers' licensee is legal for a couple of months.
You take out a map. It's not that hard to see a few ways to get there, but any way you go requires you cross the railroad lines. -- Which way is best?

Your host tries to describe the shortest route. It sounds confusing. Even on the map, it doesn't look like the easiest way to get there. The roads turn you first away from the mall, then through a strange-looking intersection onto a highway. Then you have to turn back and find parking. And your host goes on and on about parking.

Which one do you choose?
Then your host tells you that the trains come heavier at different times of day, and you may get stuck at the crossing.
Thinking a moment, your host tells you that you should know a little about the road rules here. You can't turn left on a red light, for example. You have to pay attention to the arrows if they're lit. -- Arrows? -- How do you tell if they're lit?

We're only talking about going 3 miles and crossing one train line, but it's beginning to sound like you should either have your host drive you or just go sit in the sun and have some tea.

Even in conversation, the answer is you take it one step at a time.
You break down your original Critical Path into shorter steps. A series of Critical Paths mean you can focus on the special requirements of each portion of your trip into the mall.

You can make it to the rail crossing, then all you have to do is be sure you're in the right lane. You're not in any hurry, so it doesn't matter if the trains make you wait.
Once across, go straight.
At the end of that road is that crazy-looking intersection onto a highway. From the map it looks dangerous, but when you get there it's a protected merge lane onto a 3-lane road road.
A little ways down the highway, there are large signs to guide you to the mall and parking.

What looked at first simple, then confusing, has turned out to be a short, pleasant drive. It could take 5 minutes if the lights, train and traffic are with you; or 20 minutes at the wrong time of day.

It's pretty much the same with a business project -- even learning MSProject.
First, you break down the course into manageable chunks.
Then you try to be aware of what can go wrong and plan for it.
And finally, you have to depend on a little luck, good or bad, along the way.

Oh, did I mention that dinner was at 7?

Posted by amoranthus at 10:25 AM NZT
Updated: Tuesday, 20 September 2005 11:22 AM NZT
MSProject Training - 2
Mood:  spacey
I was more than mildly disappointed to find that "The Complete Microsoft Office Handbook" from the newsagent, published by 'Microsoft Windows XP, AUSTRALIA'S OFFICIAL MONTHLY MAGAZING" had nothing on Project. The CD did offer a few add-ins to try-n-buy. (Not interested.)

After completing the coursework, I went to the Microsoft site and took their short quiz from a link at one of the vendors' sites. Not surprisingly, I scored 8 out of 10. The quiz was on the 2003 version, which has a few changes from XP.

However, a trainer on the corporate level is expected to know more than the interface and the primary steps involved, so much more was needed.

I downloaded a couple of Tips sheets. They made a few good points about critical paths and resource allocations:

Background
Once the project's schedule has been calculated (with critical path analysis) and a Gantt chart created, the next step in the planning process is to create some resource assignments. These assignments add the people dimension - someone doing something. Assignments can be simple or they can be complex. What is important is a general understanding of the relationship between the task (something that needs to be achieved) and the resource (the individual that performs the work to achieve the task's objective). Once the basics of assignment and aggregation are understood, more sophisticated use can be made of the (often expensive) people that work upon projects.
When tasks have just one resource assigned to them, their scheduled start and the start of the
assignment are the same. The scheduled finish of the task is equal to the end of the assignment.

• Assignments should be made against normal tasks and not summary tasks or milestones.
• As the assignments above are sequential, the assignments can be carried out within the available working time and availability profile(s).
• Within Microsoft Project the default settings for tasks is that they are effort-driven with a task type of fixed units.
• The assigned units for an assignment is usually equal to the resource's max units value. This is the default for new assignments within Microsoft Project.
• Where the aggregated units are less than max units, the resource has additional capacity to carry out other tasks.



First Assignment!

One of my competitors -- and a friend -- has asked me in to help train an 8-person class in it next week.
Fortunately, I had worked with Project 97 a few years ago and she was skilled in 2002/XP. If nothing else, I can explain a few rudimentary project management concepts to the trainees, and show them how to read the manual. (There is an ancient IT proverb: RTFM. I will NOT expand the acronym!)

Filling in the Blanks

Whenever a term or concept seemed to have been treated too lightly by the course material (or in an article or tip sheet) a search was done on the Special Edition book. (There is no way I am gonna be able to wade through 1000+ pages in a week!)
If the Special Edition book seemed to be missing something, then the search was expanded across all of Oreilly's 2000+ books, and/or to reference material or articles on TechRepublic.

TechRepublic is an invaluable resource. Not only for How-to articles or checklists, but also for insight into the areas where users have problems with the software, workarounds, and what a user finds useful.

The guiding principle of AEmeritus is to not reinvent the wheel. The knowledge is out there, it's just a matter of knowing where to find it -- and quickly.
Using the resources of AEmeritus (-- My own experience combined with enterprise accounts. --), I can develop a graduate level course in Project, or any technology, into a textbook or manual in a short time.

Posted by amoranthus at 3:05 AM NZT
Updated: Tuesday, 20 September 2005 9:29 AM NZT
MSProject Training
Mood:  sharp
Topic: MSProject
Sooner or later, someone is going to want to see an example of the attitude I take towards my work; and an example of some of the services available through AEmeritus. So, here goes.

There seems to be a demand for qualified corporate trainers in MSProject in the Melbourne area.


Individual Training Plan

I have MSOffice XP Pro on my machine, but my version doesn't come with Project. Small problem. The program I've put together for AEmeritus can train people on software online -- to proficiency -- even if the person doesn't have a copy of the software.

First, I went to my online corporate training account to begin working through the 87 modules on Project 2003. CustomGuide does a superb job of illustrating the interface interactively in an easily digestible modular presentation of the material.

AEmeritus has a corportate account with CustomGuide and can assign a seat for a trainee on any program of the MSOffice suite.



As you can see, the Project interface is clearly displayed. The large red arrow indicates where the user is to click to follow the steps in the lesson. A pleasant female voice (with an american or canadian accent) guides the learner, reading the instructional text on the left.
A learner can become familiar with interface and learn the important functions of the software (see the post on Critical Paths in this section) without having a copy of often expensive software.

Next, I found a good book on Project XP from Oreilly Safari.


Special Edition Using Microsoft? Project 2002
By Tim Pyron
...............................................
Publisher: Que
Pub Date: August 05, 2002
ISBN: 0-7897-2701-3
Pages: 1224



One of the best series of IT books for users and those who deal with the public is the "Special Edition .." series.

As I work through the CustomGuide course, I'll refer to the book for detail and insight. After covering a couple of chapters to be sure it would provide the level of understanding that I needed, the plan was put into action.

Note: The level of understanding that I need at this point is Advanced, but not Expert level. I'm not going to pretend that this Learning Plan will make me a Project Manager; nor am I looking to learn to program Project in VBA. -- I want to learn the program's Critical Path. -- What it is capable of doing and how it does it, based on the facilities of the program.
(Actually, I want a little more than that, too. But you'll see as I step through this plan how I get there.)

Posted by amoranthus at 2:17 AM NZT
Updated: Tuesday, 20 September 2005 9:17 AM NZT
Sunday, 18 September 2005

GWB has been a great source for humor, if not leadership. (Actually, other than when he thinks for himself, he does OK as a Prezzi-dant.)
This from the leader of the Free World??

A dictatorship would be a heck of a lot easier, there's no question about it." —George W. Bush, July 27, 2001

There's an old saying in Tennessee — I know it's in Texas, probably in Tennessee — that says, fool me once, shame on — shame on you. Fool me — you can't get fooled again." —George W. Bush, Nashville, Tenn., Sept. 17, 2002


  • Bushisms from 2004

  • Bushisms from 2003

  • Bushisms from 2002

  • Bushisms from 2001

  • Bushisms from 2000




  • Top 50 Bushisms!

    Mah peerless Leedah!

    15. "The most important thing is for us to find Osama bin Laden. It is our number one priority and we will not rest until we find him." —Washington, D.C., Sept. 13, 2001

    14. "I don't know where bin Laden is. I have no idea and really don't care. It's not that important. It's not our priority." —Washington, D.C., March 13, 2002




    Posted by amoranthus at 8:37 PM NZT
    Wednesday, 14 September 2005
    We roam the mad and subtle world ..
    Mood:  lyrical
    Topic: Blogs
    We roam the mad and subtle world,
    Our lifes' experience like the boiling, purple,
    Dark and threatening clouds overhead,
    Until an idea draws down the raging swirl of concepts in our minds,
    Twisting down to tear and rend the landscape
    built so carefully from fragile pieces
    Safe places no longer hold before the natural force of change.

    -- Paul Donley

    And yeah, I know it doesn't rhyme. The words just came to me while I was surfing.

    Posted by amoranthus at 9:45 PM NZT
    Tuesday, 13 September 2005
    Empathic Instructional Design
    Mood:  caffeinated
    Topic: Design
    The Process
    So, how do we do it?

    We've taken the process from Leonard & Rayport's article and applied it to e-learning. Here are the five steps to empathic design that can be juxtaposed with traditional instructional design processes:

    1. Observe:
      Observe users doing their daily tasks with the goal of identifying learning needs to real performance problems, and studying contexts under which they occur. If it is possible, instead of just observing, do the tasks to get firsthand experience of the problem and needs of the task.

      The observers should be from multidisciplinary fields such as instructional design, graphic design, human factors design, etc., to get a rich understanding of the problem.

      Example: When designing a training solution for a call center, send out a team to observe learners-to-be in action. Watch their actions, their expressions and identify their unarticulated needs. Empathize with them.


    2. Capture Data:
      Capture the practice using photographic and video toolsets. Record the sounds of the working environment. Ask open-ended questions. Make notes of problems faced and solutions rendered. Chart out daily routines.

      Example: In the call center training above, photograph the call center environment. Listen to questions asked and answers rendered. Video the search for solutions to new problems. Capture the interactions between workers.


    3. Reflect & Analyze:
      Share the captured data in its many forms with the team. Analyze the data. Picture the current state of performance. Visualize the desired state of performance. Identify "real" learning needs. Many times a discrepancy in performance might not be due to a learning need; it might just be the case of mis-aligned motivational issues (see Robert Mager's Analyzing Performance Problems, Pdf file).

      Example: For the call center training, massage the collected data and create scenarios of performance, problems and solutions. Build work flow diagrams and identify discrepancies. Share these with call center representatives.


    4. Brainstorm for Solutions:
      Start the brainstorming session once learning gaps are identified. Discuss solutions for their appropriateness to learners and their contexts. Cross-pollination of ideas from different domains like video games, sports-training, televisions, etc., will broaden the search horizon.

      Search far and wide: Does the learner need just-in-time information? Would the Macromedia-type knowledge-base suffice? Is is better to have a print supplement? Would the learners be more attuned to audio streams? Would a Harvard-type case study be a viable option? Would a small simulation be appreciated? Can we adopt a Disney movie style? Would a blended solution fit in? Can the work environment be a part of the solution?

      Example: In the call center training above, assume the designers noticed that the workers didn't like to work with their computers during breaks. Instead, workers would gather in groups at the office lounge to cool-off and discuss work related problems. Just by these observations, solutions could be designed that are 1) available at the lounge, 2) not too grueling, and 3) are problem-based.


    5. Develop Prototypes:
      Once a set of solutions are decided upon, small working prototypes are built and tested with learners to determine its learnability—the effectiveness of the solution in enabling learning.



    Conclusion
    In the course of writing this article we came across this:

    When DigitalThink's design team was developing training software for Circuit City, they did something unusual. Team members donned the polo shirts of Circuit City sales associates and spent a couple of days working the sales floor, selling Palm Pilots, cameras, and stereos. Then they returned to their lab to begin designing 200 one-hour training courses for sales associates.

    Needless to mention, we were delighted!

    ...
    We leave you with this advice from a computer science professor to online instructional designers and developers.

    My message to developers of distance learning and instructional computing technologies is simple: Follow the user-centered design practices that human-computer interaction specialists teach. Follow me around for a semester to see how important it is to have groupwork and direct observation. Watch how a lecturer reads the class as the class is listening and learning. Collect the artifacts that make up a class. Then, don't sacrifice any of these capabilities until you can propose something that surpasses them. Teaching more isn't teaching better.


    (from Empathic Instructional Design on eLearningpost )

    Posted by amoranthus at 11:44 AM NZT
    Updated: Tuesday, 13 September 2005 12:42 PM NZT

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