EDUC 768 

Project Management for Instructional Development

Course Description

  • Examination of the initiation, planning, and closure of instructional development projects and

  • Practical knowledge on managing project scope, work breakdown structure, schedules, and resources, including budgeting.

  • Analysis of instructional development project life cycle.

Project Portfolio Overview

This project-management instructional design portfolio showcases a comprehensive learning solution developed by my team, Instructional Innovators, for the SykkelParts project—a simulated initiative addressing a fictional bicycle parts company’s challenges with call center performance and brand consistency. In this simulation, the company aimed to improve customer satisfaction, employee training, and brand awareness to align with top industry standards.

Beginning with a detailed team setup document, our project followed the ADDIE framework, culminating in two major deliverables: a facilitator’s guide for in-person training and a storyboard for computer-based training (CBT).

The facilitator’s guide focused on soft skills, leveraging interactive exercises and formative feedback to ensure trainers could teach effective interpersonal techniques, such as active listening and empathy. My role included creating the contextual framework, outlining facilitator expectations, and defining the learning environment, while my teammate contributed the detailed lesson plans.

For the CBT storyboard, I took the lead in designing and structuring the content around the ACE framework, which was my creation, ensuring a learner-centered approach. (It is an acronymic framework that stands for Adhere, Clarify, and Embody.) A pivotal moment came when transitioning from the instructional design document to the CBT: I realized the original structure of aligning absorb activities with ACE components wasn’t natural for the learner’s workflow. I restructured the CBT to align with the call flow—greeting, core conversation, and closing—making it more intuitive and reflective of real-world tasks. Documenting and explaining this change in the change log was crucial for keeping the team aligned and ensuring clarity in our iterative design process.

Throughout the project, I drew on my experience as a college instructor, balancing clear expectations with flexibility to adapt to team feedback and evolving project needs. From navigating early challenges, like revising a gap analysis, to refining deliverables for practical application, this project highlights my skills in project management, instructional design, and collaboration.

Ultimately, these deliverables demonstrate my ability to see a project through from start to finish, align training solutions with real-world needs, and create impactful, scalable designs that prioritize learner engagement and success.

Change Log

Click on the the first page of the Change Log, to the right, to see the whole document on Google Drive.

The Change Log documents the iterative adjustments made throughout the SykkelParts project, reflecting the dynamic nature of instructional design and project management. It captures revisions to key deliverables, including the facilitator’s guide, CBT storyboard, and supporting documentation, ensuring alignment with project goals and stakeholder expectations.

One significant entry highlights the restructuring of enabling objectives and absorb activities during the transition from the design document to the CBT storyboard phase. This change, aligning training content with the call flow (greeting, core conversation, and closing) rather than the ACE framework, ensured greater real-world applicability for learners. By meticulously tracking these and other changes, the log demonstrates our commitment to maintaining clarity, consistency, and quality throughout the project.

Gap Analysis

Click on the the first page of the Gap Analysis, to the right, to see the whole document on Google Drive.

The Gap Analysis was an essential early-phase deliverable for the SykkelParts project. Its purpose was to systematically identify performance issues within the company and propose actionable solutions to bridge these gaps. The findings from this analysis informed the subsequent instructional design decisions, ensuring that our solutions were aligned with both the company’s goals and the needs of its employees. This document laid the groundwork for the training interventions by pinpointing specific areas where instructional strategies could drive measurable improvements.

Design Document

Click on the the first page of the Instructional Design Document, to the right, to see the whole document on Google Drive.

The Instructional Design Document served as the foundation for transforming identified performance gaps into actionable training solutions for the SykkelParts project. Developed by my team, Instructional Innovators, it details the objectives, instructional strategies, and assessments for two key interventions: a face-to-face facilitator-led training and a four-module computer-based training (CBT). This document was a crucial step in ensuring alignment between the company’s needs and the training outcomes, guiding the design and development process with clarity and purpose.

Facilitator Guide

Click on the the first page of the Facilitator Guide, to the right, to see the whole document on Google Drive.

The Facilitator Guide for the SykkelParts training project provides a comprehensive roadmap for delivering the face-to-face component of the instructional solution. This guide emphasizes the development of critical soft skills—active listening, empathy, and positive language—through interactive activities, role-playing scenarios, and structured group discussions. It ensures a detailed framework for facilitators, covering everything from learning objectives and time allocations to accessibility requirements and participant engagement strategies.

By equipping facilitators with the tools and strategies needed to create an inclusive and effective learning environment, this guide bridges the gap between instructional design and on-the-ground implementation. It stands as a testament to the project team's commitment to delivering a scalable, clear, and impactful training experience.

CBT Storyboard

Click on the the first page of the CBT Storyboard, to the right, to see the whole document on Google Drive.

The CBT storyboard represents a critical deliverable of the SykkelParts project, designed to teach call center employees the ACE framework: Adhere, Clarify, and Embody. The storyboard organizes the training into four modules corresponding to the call flow stages—greeting, core conversation, and closing—culminating in a branching scenario assessment that synthesizes all elements.

As a designer, I ensured that the content aligned with real-world workflows, restructuring the training during development to reflect this alignment. The storyboard includes detailed descriptions of animations and interactive formative assessments, including a branching scenario, to reinforce learning. This approach emphasizes learner engagement while adhering to industry standards of accessibility and usability.

Overall, the CBT storyboard showcases my ability to create structured, engaging e-learning content that aligns with organizational goals and supports measurable learning outcomes.