Resource Allocation and Budgeting of Training Projects

I work in a not for profit Catholic health care organization. The system has a dedicated learning department of which I am employed as an Instructional Designer. Customers request learning interventions for problems they are having. We use the ADDIE process, which is a systematic process to determine the feasibility of the projects (Morrison, G. R., Ross, S. M., Kalman, H. K., & Kemp, J. E. 2013,. When a learning intervention is determined to be applicable we are assigned the project. In the past we have not had to “budget” the projects. We do estimate when the projects will be completed. Often we have had a constraint and the job must be completed by a certain date. I have had to allocate resources such as voice talent, web designers, videographers, testers, designers, graphical designers and developers. This is a skill that takes practice and I would recommend using checklists in order to keep track of items (Portny, S.E., Mantel, S.J., Meredith, J.R. Share, S.M., Sutton, M.M., & Kramer, B.E.; 2008).

Resource Allocation and budgeting is a topic that I have had to pay close attention to this week at my job. I have been tasked to create a curriculum for the Learning Management System (LMS) HealthStream. Current state is where the Administrators travel to Nashville for a 3-day training. My task is to bring the training in-house and create a curriculum that will save money. The management has determined that the training should be brought in-house and the project is a go. The problem is other projects with higher priority bumping the HS LMS project out of it’s timeframe. I am now tasked to revisit the estimation and budget around this project. This is where I will be looking into resources to assist in estimating time for the modules to be developed.

We have resources that are in the reading for this week with the videos and the chapters we have read. There are also websites to find information to assist Instructional designers for instance http://www.nwlink.com/~donclark/hrd/costs.html The site defines budget, allocation and estimation of cost of training and estimation of time to design and develop the training. Karl Kapp et al have a very informative article in ATD Publications: https://www.td.org/Publications/Newsletters/Learning-Circuits/Learning-Circuits-Archives/2009/08/Time-to-Develop-One-Hour-of-Training and finally I like the eLearning Coaches site for estimating time:

http://theelearningcoach.com/elearning_design/isd/time-to-develop-online-learning/

I will use these tools to create a better estimate for the HealthStream LMS Administrator curriculum, in order to create an accurate timeline for when the curriculum can be completed. This has been a very interesting

 

References:

Portny, S. E., Mantel, S. J., Meredith, J. R., Shafer, S. M., Sutton, M. M., & Kramer, B. E. (2008). Project management: Planning, scheduling, and controlling projects. Hoboken, NJ: John Wiley & Sons, Inc.

Morrison, G. R., Ross, S. M., Kalman, H. K., & Kemp, J. E. (2013). Designing effective instruction (7th ed.). Hoboken, NJ: John Wiley & Sons, Inc. Chapter 1, “Introduction to the Instructional Design Process”

Websites:

http://www.nwlink.com/~donclark/hrd/costs.html

https://www.td.org/Publications/Newsletters/Learning-Circuits/Learning-Circuits-Archives/2009/08/Time-to-Develop-One-Hour-of-Training

http://theelearningcoach.com/elearning_design/isd/time-to-develop-online-learning/

6 thoughts on “Resource Allocation and Budgeting of Training Projects

  1. Jane,

    Funny enough I picked the same first two resources that you did this week. I found both of these resources to be very informative as they contain a lot of information particular to what we are currently studying. The first site you reviewed didn’t have as much detail on each topic as I would have liked but this information was very useful and there were additional links where more detailed information could be obtained, which was a nice functional feature of that site. Of the seven or so topics that were covered on this site I definitely think that I liked the training cost guidelines and the estimating developmental hours the most. Each contained very useful information for us, especially with our course projects. The things that I liked about your second review site was that it expanded on information that we found on our first site and it provided helpful risk to watch out for and methods to help reduce those risk. I know for myself that was very helpful as I didn’t consider some of those risk that were listed. I constantly think that because of the state of our technological age that there will always be complaint software and hardware, which may not always be the case. It is good for us to read about information like this as it helps use expand the way we are thinking about our course and the projects we are working on. Plus, this will help if we are currently performing duties of this nature at our current job like you seem to be doing now.

    Great post this week,
    Kevin

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    1. I was hired as a facilitator for the first 15 years and have been an instructional designer for the past year. I can tell you that I did perform Instructional design activities while facilitating. I can tell you my skills for project management is a definite place I need to grow. I do also know that I am aware of the actions for PM it is just not always that easy to follow.
      Jane

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  2. Hi Jane,
    When I think of budget, I primarily think of tangible resources (money, personnel, tools) but time is often the most undervalued and under-budgeted by both project managers and project sponsors. From a project manager point of view, we sometimes are unable to articulate exactly why we need the amount of time we ask for. Your resources give novice IDs a great leg to stand on when trying to justify their time requirements to project sponsors.
    From a project sponsor point a view, time is the resource many will sacrifice without fully understanding the ramifications. Great post!

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  3. Thank you Michelle, I think I will have to take advice from your reply and focus on the time spent in the project as I don’t usually have the information on other items. I appreciate your post.
    Jane

    Like

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