The domain of management in the instructional design process necessitates oversight and planning. Whether a project involves a great number of stakeholders or not, instructional designers are responsible for establishing due process for the project, so methods can be consistent across channels.
"Project management involves planning, monitoring, and controlling instructional design and development projects."
—Seels & Richey, 1994, p. 50
CMR Institute - Summer 2021
When starting at CMR Institute, there was not much in the way of formal documentation capturing the revision cycle process. This not only posed barriers for our internal team but for our external collaborators (ie. SMEs and writers) in learning our process as well.
I created a high-level diagram to visualize the steps, making it easy for newcomers & collaborators to understand the process. I also identified pain points for different stakeholders and sought to resolve them by making changes to the SOP. Furthermore, as I learned the process, I made sure to document each milestone step.
As I gained experience in my role, I developed general timelines for revision projects based on the number of modules. This formed the foundation for the team to capture project progress in a PM tool and forecast publication dates, allowing for better transparency and interdepartmental communication.
"Resource management involves planning, monitoring, and controlling resource support systems and services."
—Seels & Richey, 1994, p. 51
CMR Institute - Fall 2022
A critical function of my role at CMR is managing department resources. For revision projects, while still involving a number of different stakeholders and moving pieces, these are largely easier to predict and manage in terms of resources—the process steps are consistent, the deliverables follow the same criteria, we tend to work with SMEs, writers, and developers we're quite familiar with, we have a wealth of historical data (for costs, timelines, etc.) to refer to, and so on. In contrast, custom client projects can introduce a higher number of unknown factors, which can be both exhilarating and challenging to a project manager.
In fall 2022, a client approached us wanting to build two sizeable programs to upskill their teams: one around Oncology and the other around Account Management (AM). To align with their desired learner outcomes, CMR curated 4 learning pathways within the client's AM program (51 modules), and 6 pathways within Oncology (71 modules) targeting a total of 44 learners. For each pathway, we built 1 custom facilitator guide to support quarterly cohort calls. My role was to propose deliverable specifications, estimate costs upfront to inform the Statement of Work (SOW), map out project schedules, coordinate with stakeholders, and ensure deliverables met CMR and the clients' standard of quality. By all accounts, the project was a great success. The target learners expanded their knowledge and skill set, the client was pleased with performance improvements, and CMR came in on budget and on schedule as well.
"Delivery system management involves planning, monitoring and controlling 'the method by which distribution of instructional materials is organized' . . . [It is] a combination of medium and method of usage that is employed to present instructional information to a learner."
—Seels & Richey, 1994, p. 51
VT TLOS Summer 2020
In collaboration with my ID colleagues at TLOS, I worked on building the layout and navigation as well as question banks and quizzes in the Canvas site for CS 2114. The layout is fairly simple, but the course itself is quite expansive, containing dozens of modules and hundreds of videos.
Information management involves planning, monitoring, and controlling the storage, transfer, or processing of information in order to provide resources for learning."
—Seels & Richey, 1994, p. 51
CMR Institute - Summer 2022 - present
Designed as a "one-stop shop," the Business Technology Strategist (BTS) created the Database at CMR Institute to capture current and past data about clients, content, and more.
For each revision, various members of the Learning Strategies (LS) Department have specific fields that need to be updated a specific times; these are all captured in our Revision Process document.
As the LS Department continued to evolve over time, I saw a need for the Database to change with us. When new pieces of information needed to be tracked and added, I would submit requests to the BTS for implementation.
For more complex requests, such as a new feature or function, I might create a mock-up of what the user interface might look like and give examples of key use cases.
Key Features Added:
The ability to fill out certain fields at the parent course level and copy it to individual module pages (rather than filling out each individual module)
Viewing historical parent course data by year and edition (was previously siloed in its own spreadsheet)
Creating templates (pre-selected group of fields) when pulling reports
The ability to search by SME, writer, VO artist, etc.
VT School of Education - Spring 2020
While beginning to work as a graduate assistant for the Office of Instructional Technology (OIT) Lab, I discovered the office was lacking in formal documentation. This posed some challenges to learning how to perform my duties, so I initiated the handbook as a reference for lab Graduate Assistants (GAs).
The document contains and centralizes important information such as how to operate lab technology, who to contact for which services, lab policy, and so on. It also includes links to related documents, such as the inventory "cheat sheet," a detailed spreadsheet of the technology we check out.
While this particular copy is static, the original version is intended to be a living document that employees of the lab may easily update.