but i didn’t sign up to manage projects!
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But I Didn’t Sign up to Manage Projects!. Steve Woodruff, President, Impactiviti Bob Holliday, Director, Product Training & Curriculum Development, Boehringer-Ingelheim. What You Knew You’d be Doing in Training…. Facilitating Classes Coaching New Hires Learning about the “inside” Company - PowerPoint PPT PresentationTRANSCRIPT
But I Didn’t Sign up to But I Didn’t Sign up to Manage Projects!Manage Projects!
Steve Woodruff, President, Impactiviti
Bob Holliday, Director, Product Training & Curriculum Development, Boehringer-Ingelheim
What You Knew You’d be What You Knew You’d be Doing in Training…Doing in Training…
Facilitating ClassesCoaching New HiresLearning about the “inside”
CompanyGetting ready for Field
Management
Why am I Managing Why am I Managing Projects?Projects?All of Pharma runs on long-term,
multi-step development processes
Delegation and outsourcing are very common in T&D, and as your career advances
It’s a vital Managerial Developmental skill
Someone’s got to do it!
What is Project What is Project Management?Management?(def.) The discipline of planning,
organizing, and managing resources to bring about the successful completion of a specific project.
(WIIFM) Effectiveness in PM will be one of the yardsticks of your advancement, and will determine how enjoyable your life as a trainer is!
Basic vs. High-level professional PM
Common Training ProjectsCommon Training ProjectsWorkshop development and
deliverySales/Launch/POA Meeting
trainingLearning system development
and deliveryTechnology learning
Effective Project Effective Project LaunchingLaunching
Project Definition 1Project Definition 1Define need (assessment?)
◦ Gap? Cause? Training, or something else?
Project Goal ◦ End result? How measured?
Project Scope and Description◦ Summary? Components? Specs? Options?
Project Deliverables◦ Media? Formats? Size? Enduring elements?
Project Definition 2Project Definition 2Project Resources
◦ Time? Budget? Personnel?
Project Variables and RisksProject Management/Sustainability
◦ Who involved? Escalation? Ongoing work/updates?
(High-level) Stakeholder alignment
Right-SourcingRight-SourcingIn-Sourcing – using (primarily) internal
resources to get the project doneOut-Sourcing – using (primarily)
external resources to get the project done◦Off-Shoring – moving work to out-of-
country location and personnel
Right-Sourcing – using the best allocation of resources (internal and/or external) for a given project
Vendor SelectionVendor SelectionHow Vendors are selected
◦“the devil you know”◦Recommendations◦Formal process
Creating RFPsVendor Selection process
◦Narrowing the pool◦Evaluating proposals◦Capabilities presentations
Selection CriteriaSelection CriteriaPharmaceutical training experience Industry reputationYears in (profitable) businessExperience and stability of vendor teamMatch of core competencies to this
projectCreative, instructional, and project
mgmt approachesRelevant subject matter experienceReadiness to listen, and follow directions “Chemistry”Price
Effective Project Effective Project ManagementManagement
Typical Steps in the Project Typical Steps in the Project ProcessProcessKickoffInitial design document | Review |
ReviseFirst (high-level) draft | Review | ReviseSecond (detailed) draft | Review |
ReviseDefinitive Med/Legal/Regulatory reviewPre-production sample | ReviewDeliverable
Kickoff: Aligning Resources, Kickoff: Aligning Resources, Roles, ExpectationsRoles, ExpectationsAssembling and aligning
stakeholdersIntroducing and explaining rolesAgreeing on goals, expectations
and timelinesOutlining steps and processes
(incl. reviews)Setting communication structureIdentifying variables and
contingencies (flexibility!)
Reviews and more Reviews and more ReviewsReviewsDiscussion of the specific reviews
that may occur◦Content (1st and 2nd draft)◦Medical◦Legal/Regulatory◦Technical
Effective Vendor Effective Vendor PartneringPartneringMap out your company (or the vendor)
PM process in advanceHave sharable PM documentation process
(on-line or file-based)One primary PM on each side (if
outsourced)◦ Option to change vendor PM if “chemistry” not working
Map out escalation processAgree on scope/budget creep parameters
(change management process)Specify recourse for deficient workPARTNER
The DerailersThe DerailersWhat are the problems that can
create chaos or failure in projects?
Downloadable ResourcesDownloadable Resources
Go to http://bit.ly/SPBT09
…for sample Vendor/Project management resources and forms
