ABIGAIL STEUDLER

PROJECT PLAN SAMPLE

Introduction/Background of project:

This Charter formally authorizes the training program to teach employees about product liability and associated issues. This

training program will be used at Electron Corporation to train employees on the topic. A project plan will be established and turned in

for approval, the project plan will include: scope statement; schedule; cost estimate; budget; and provisions for scope, resource,

schedule, communications, quality, risk, procurement, and stakeholder management.

Purpose:

The purpose of the training program to fix Electron Corporation current issue in regards to producing liability and associated

issues. The training program will provide a proactive and systematic approach to product safety and answering questions related to

product liability issues. The biggest and main concern of the key stakeholders is ensuring employees are protecting their areas among

several fronts, ability to address legalities, as well as, being protected in regard to product liability.

Objectives:

1. Students will learn risk of product liability in a global marketplace.

 2. Students will learn communication techniques to report claims without incurring undue liability.

3. Students will learn how to select and use appropriate resources in order to accommodate customer complaints in the areas of

improper repair or installation and safe product disposal.

Acceptance Criteria:

Requirements that must be met in order for the course to be complete:

1. Engineering management needs to make informed decisions regarding risk of product liability in a global marketplace.

2. Marketing and sales need to communicate claims without incurring undue liability

3. Improve and design resources that provide information including a well-defined customer complaint system, impact of

improper repair or installation, and even safe product disposal.

Rationale:

The case my project is based on is Craig Gregersen: Balancing a Range of Stakeholder Interests When Designing Instruction.

Assumptions I made from the case study include the company has yet to approve any systems nor procedures that address the needs of

the learners. The key stakeholders have very different proposals when it comes to the scope and learning objectives of the training

content. A main priority is tackling the issue of various learning goals, second priority is determining a procedure and system that

address the learners needs, and thirdly there is five weeks to develop the content for a one-day training course.
 Project Manager & His Authorities:

The Project Manager, Louise Masoff, is hereby authorized to communicate with management as required, negotiate for

resources, assign responsibilities within the framework of the training, and to communicate with all contractors and management, to

ensure successful and timely completion of the training. Louise Masoff, is responsible for developing the project plan, observing the

schedule, cost, and scope of the project during implementation, and supporting/maintaining control over the project by analyzing

performance and taking action.

Key Stakeholders Roles and Concerns

Stan Neuhaus Senior Design Engineer and chair of the Safety Steering Committee, he wants the
training to raise awareness and avoid safety issues and lawsuit

Louis Massif Training Project Manager, Concerned with fulfilling her job duties while training
others on product liability.

Richard Mull Legal contact at Electron, he has approval authority over the training. Delivered a
previous training and feel it is enough information that keeps Electron safe from
plausible deniability.

Electron’s employees 1. They know of risks but are lacking in specific information and systems to
1. Engineering address the risks, they need to gain clear direction.
2. Marketing/Sales 2. Need help communicating claims.
3. Servicing & Maintenance 3. They are concerned with the lack of resources available to support customer
concerns.

Craig Gregerson Instructional Designer, in charge of creating a training course for Electron
Employees
 Period of Performance:

The training project plan will be submitted and approved in conjunction with the milestone schedule below. Upon approval,

resources will be assigned to the project.

Milestone Schedule

September 13, 2020– Project Plan Complete and Approved

October 18, 2020– Product Liability Training Design and Development Completed

TBD – Implementation Completed

TBD – Product Liability Training Evaluated and Examined

Work Breakdown Structure:
 WBS Dictionary:

Phase Description of Work Deliverables Resources

Design Phase Written goals and objectives Written goal and objectives of Project Charter and initial
training course overview of course needs.

Design Phase Time schedule released Deadlines and dates for course
completion and workflow.

Design Phase RACI Matrix Created to see who needs to

take the modules.

Programming/Development Training Module Day 1 Overview of product legal Resources need to be collected
Phase issues from legal.

Programming/Development Training Module Day 1 Case-based scenarios Retrieved from legal (can be
Phase past scenario’s used)

Programming/Development Training Module Day 2 Product Safety Retrieved from engineering

Phase

Programming/Development Training Module Day 2 Product Safety Scenarios retrieved from past
Phase experiences from engineering
department

Testing Implementing Phase Training will be recorded and Housing system for internal LMS administrator/training
housed on the internal system employees to access and use in team would need to upload
for future use. the future. content and make it accessible
to employees.
 Accountability Matrix:

Accountability Matrix
Person
Phase
Stan Neuhaus Louis Masoff Richard Mull Craig Gregerson Electron’s employees

Phase 1: Goal &

Objectives R&S R&S R A R
Phase 1: Schedule R A R I N/A
Phase 1: RACI
Matrix I I I A I
Phase 2: Day 1
Legal Overview R&S R&S A R P
Phase 2: Day 1
Case Scenarios R S A R and I P&R
Phase 2: Day 2
Product Safety
Overview A R&S R R and I P
Phase 2: Day 2
Case Scenarios A R&S I R and I P
P=Participate A=Accountable R-Review I=Input Required S=Sign Off Required
 Project Schedule

The project schedule is represented using a Gantt Chart and can be found here. The Gantt Chart provided includes the projects

phases, the sequenced sub-tasks to be completed in each phase, start and finished dates, time durations, and the stakeholder

accountable for the task. The Gantt Chart also includes the progress of each task represented as a percentage and a bar graph. Each

phase and task has been groups for easy visualization and manipulation of the chart. For example, if you would like to only view the

tasks for phase 1 you can minimize the other groups to see the week you are in. The chart also provides a visual of the duration of the

phase and particular task. Since the Gantt Chart was created using GoogleSheets and the hyperlink will take you to another page I

have also included a modified version below.

Project Schedule Chart

Activity (in sequence) Person Responsible Estimated duration Start and Finish dates

Phase 1: Design 6 Days 9/7/2020-9/16/2020

Written goals and objectives Craig Gregerson 2 Days 9/7-9/9

Time schedule released Louis Masoff 2 Days 9/10/-9/12

RACI Matrix Craig Gregerson 2 Days 9/13-9/15

Phase 2: Programming & Development 9/17/2020-10/9/2020

 Overview of product legal issues Richard Mull 5 Days 9/17-9/22

Legal Case Study Richard Mull 3 Days 9/23-9/28

Product Safety Overview Stan Neuhaus 5 Days 9/29-10/5

Product Safety Case Study Stan Neuhaus 3 Days 10/6-10/9

Phase 3: Test, Implementation, and Evaluation 10/10/2020-10/18/2020

ILT Walk Through All Stakeholders 1 Day 10/10-10/11

Product Liability Training Day All Stakeholders 1 Day 10/12-10/13

Recording and Resources LIVE on company LMS Craig Gregerson 1 Days 10/14-10/15

Course Evaluation Distributed Craig Gregerson 3 Days 10/16-10/18

 

Resource Allocation Plan

The Allocation Plan for the Product Liability and Safety Training provides an overview of the cost, time, and activity completed by

the resources involved in the creation of the project. After reviewing the costs and budget, an estimate for this project is $6,510.00.

The estimate is tentative and dependent upon development of the course.

Resource Allocation Plan

Resource Name:
Resource Name: Craig Resource Name: Resource Name: Stan Richard Mull
Duratio Gregerson Resource Louis Masoff Neuhaus Resource Resource Rate: Total
Activity n Rate:$20/hr Resource Rate:$30/hr Rate:$20/hr $20/hr Cost
Written goals and 2 Days Review and sign-off Review and sign-off
objectives (Appox. 1 (Appox. 1
$320 Day/8hr)=$240 Day/8hr)=$160 N/A $720.00
Time schedule 2 Days
released N/A $540 N/A N/A $540.00
RACI Matrix 2 Days $320 N/A N/A N/A $320.00
Overview of 5 Days Review and sign-off Review and sign-off
product legal (Appox. 1 (Appox. 1
issues N/A Day/8hr)=$240 Day/8hr)=$160 $800 $1,200.00
Legal Case Study 3 Days Review and sign-off Review and sign-off
(Appox. 1 (Appox. 1
Day/8hr)=$160 Day/8hr)=$240 N/A $480 $880.00
Product Safety 5 Days Review and sign-off Review and sign-off
Overview (Appox. 1 (Appox. 1
Day/8hr)=$160 Day/8hr)=$240 $800 N/A $1,200.00
Product Safety 3 Days Review and sign-off Review and sign-off
Case Study (Appox. 1 (Appox. 1
Day/8hr)=$160 Day/8hr)=$240 $480 $880.00
ILT Walk Through 1 Hour $20 $30 $20 $20 $90.00
Product Liability 2 Hours
Training Days $40 $60 $40 $40 $180.00
Recording and 1 Hour
Resources LIVE
on company LMS $20 N/A N/A N/A $20.00
Course Evaluation 3 Days
Distributed $480 N/A N/A N/A $480.00
$6,510.00

Rationale

The case my project is based on is Craig Gregersen: Balancing a Range of Stakeholder Interests When Designing Instruction.

Assumptions and information, I used from the case study include the stakeholder’s names and positions, as well as, used their

performance backgrounds and knowledge to create trainings that would fit the learning needs to the employees at Electron

Corporation. Due to the degree of knowledge by Richard Mull and Stan Neuhaus is necessary for the area of training and content

being used.

Communication Plan
 To view the full functionality of the communication checklist for the training Product Liability and Safety, please view the

GoogleSheets document here. The sheet provides you with dropdown choices to change the stakeholder and status of the deliverables

as the project progress the status should change accordingly.

Product Liability and Safety Training

This document will be an ongoing source of communication between key stakeholders to monitor phase status on a weekly basis. It
will also serve as a resource to organize product development.
Goal: Gain knowledge in the following areas that pertain to product safety and answering questions related to product liability issues.
Deliverable and Description Stakeholder Status Due Date
Written goals and objectives Craig Gregerson Completed 9/9/2020
Time schedule created and released Louis Massif Completed 9/12/2020
RACI Matrix Craig Gregerson Completed 9/15/2020
Product Liability Content Developed Richard Mull In-Progress 9/22/2020
Legal liability Case Study Developed Richard Mull In-Progress 9/28/2020
Product Safety Content Developed Stan Neuhaus In-Progress 10/5/2020
Product Safety Case Study Developed Stan Neuhaus In-Progress 10/9/2020
ILT Product Liability and Safety Walk-through All Stakeholders Not Started 10/11/2020
Product Liability and Safety Training Delivered All Stakeholders Not Started 10/13/2020
Resources uploaded to the LMS Craig Gregerson Not Started 10/15/2020
Course Evaluation Distributed Craig Gregerson Not Started 10/18/2020

Project Monitoring Matrix

 Project Monitoring Matrix
Person Status Notes
Phase Start Date End Date Stan Louis Richard Craig Electron’s
Neuhaus Masoff Mull Gregerson employees
09/07/202 09/09/202
Phase 1: Goal & Objectives 0 0 R&S R&S R A R Completed
09/12/202
9/10/2020
Phase 1: Schedule 0 R A R I N/A Completed
09/14/202 09/16/202
Phase 1: RACI Matrix 0 0 I I I A I Completed
Phase 2: Day 1 Legal 09/17/202 09/22/202
Overview 0 0 R&S R&S A R P Completed
Phase 2: Day 1 Case 09/28/202
9/23/2020
Scenarios 0 R S A R and I P&R Completed
Phase 2: Day 2 Product 09/29/202 10/05/202
Safety Overview 0 0 A R&S R R and I P Completed
Phase 2: Day 2 Case
10/6/2020 10/9/2020
Scenarios A R&S I R and I P Completed
10/10/202 10/11/202
Phase 3: ILT Walk Through 0 0 A A A A A Completed
Phase 3: Product Liability 10/12/202 10/13/202 Not
Training Day 0 0 A A A A A Started

Phase 3: Recording &

10/14/202 10/15/202
Resources housed in
0 0
companies LMS
Not
N/A N/A N/A A N/A Started
Phase 3: Course Evaluation 10/16/202 10/18/202 Not
Survey Distribution 0 0 N/A N/A N/A A N/A Started
P=Participate A=Accountibile R-Review I=Input Required S=Sign Off Required

Rationale
 The case my project is based on is Craig Gregersen: Balancing a Range of Stakeholder Interests When Designing Instruction.

Assumptions I made from the case study include the company has yet to approve any systems nor procedures that address the needs of

the learners. The key stakeholders have been assigned deliverables based on their prior knowledge and experience in regards to the

project.

Closeout Checklist

Accountibility Matrix
Person Status Notes
Deliverable
Phase Description/Course of Start Date End Date
Action Stan Louis Richard Craig Electron’s
Neuhaus Masoff Mull Gregerson employees
Craig Gregerson, the
Phase 1: Instructional Designer,
09/07/202 09/09/202
Goal & needs to prepare the goal
0 0
Objectives and objectives of the
training. R&S R&S R A R Completed
Louis Masoff, the Project
Manager, is accountible for
Phase 1: creating the schedule and 09/12/202
9/10/2020
Schedule timeline of the project to the 0
other members on the
project. R A R I N/A Completed
Phase 1: Craig Gregerson, the ID, is 09/14/202 09/16/202 I I I A I Completed
RACI Matrix responsible for creating and 0 0
distributing the RACI Matrix.
This matrix provides each
individual with their
particular tasks and the
 timefram is needs to be
completed.
Richard Mull is in charge of
Phase 2:
creating and delivering the 09/17/202 09/22/202
Day 1 Legal
content for the legal 0 0
Overview
overview to the learners. R&S R&S A R P Completed
Richard Mull, will create
case scenerios for the
Phase 2: learners to review and
09/28/202
Day 1 Case respond to based on 9/23/2020
0
Scenarios research and information
from the content delivered in
the Legal Overview. R S A R and I P&R Completed
Phase 2: Stan Neuhas, is in charge of
Day 2 creating and delivering the
09/29/202 10/05/202
Product content for the Product and
0 0
Safety Safety Overview to the
Overview learners. A R&S R R and I P Completed
Stan Neuhas, will create
case scenerios for the
learners to review and
Phase 2:
respond to based on
Day 2 Case 10/6/2020 10/9/2020
research and information
Scenarios
from the content delivered in
the Product and Safety
Overview. A R&S I R and I P Completed
All members of the team will
participate in the Instructor
Led Walk Through. During
this 1 hour period all
Phase 3: ILT
participants will deliver the 10/10/202 10/11/202
Walk
training from start to finish to 0 0
Through
eliminate any technical
issues and questions that
may come up during the
LIVE ILT session. A A A A A Completed
Phase 3: All members of the team will 10/12/202 10/13/202 A A A A A Not
Product deliver the content they were 0 0 Started
 assigned to the audience.
Liability Ensuring the learners are
Training Day engaged and actively
participating.

Craig Gregerson, the ID, will

Phase 3:
be responsible for taking the
Recording &
content (slide deck) and the
Resources 10/14/202 10/15/202
recording of the course and
housed in 0 0
upload it to the companies
companies
LMS system for future
LMS
reference.

Not
N/A N/A N/A A N/A Started
Phase 3: Craig Gregerson, will
Course distribute a electronic course
10/16/202 10/18/202
Evaluation evaluation to be used during
0 0
Survey the evaluation meeting of Not
Distribution the training course. N/A N/A N/A A N/A Started
P=Participate A=Accountibile R-Review I=Input Required S=Sign Off Required

Rationale
 The case my project is based on is Craig Gregersen: Balancing a Range of Stakeholder Interests When Designing Instruction.

Assumptions I made from the case study include the company has yet to approve any systems nor procedures that address the needs of

the learners. The key stakeholders have been assigned deliverables based on their prior knowledge and experience in regards to the

project. The status of the deliverable is updated upon completion and provides of description of what needs to be completed in each

deliverable.

Resources
Dundis, S. (2012). Craig Gregersen: Balancing a range of stakeholder interests when designing instruction. In J. Johnston & L. Bishop

(Eds.), The ID case book: Case studies in instructional design (4th ed., pp. 204-208). New Jersey: Pearson Education Inc.

The Project Management Minimalist: Just Enough PM to Rock Your Project! Retrieved from

https://class.content.laureate.net/973e3aeec61b9297f576179e1216473a.pdf

 Step 5: Estimate time, effort and resources (pg. 20-21)

 Step 7: Estimate the Cost (pg. 28)

Viswanathan, B. (2016) Understanding Responsibility Assignment (RACI Matrix) Project Management. Retrieved from

https://project-management.com/understanding-responsibility-assignment-matrix-raci-matrix/

Weinstein, M. (2015). The accidental training manager: trainers often have to do more than design and facilitate successful training
programs-they have to be effective project managers as they oversee the overall process. 52(3).