Worksheet: Scheduling a Project

This is a worksheet to identify the specific milestones in a project.

Note that the types of milestones reported to a sponsor differ from those needed to actually develop a course or communication product. One of the challenges of scheduling is remembering those additional activities and making sure that you schedule sufficient time for someone to complete them.

For instructions on how to estimate projects, see posts related to Project Management 3. Establish the Proposed Schedule.


Milestone

Percentage of Total Project

Time on this Project

Assessment

Usually not indicated as separate milestones but need to be accounted for in your planning:

  • Research
  • Interviews
  • Report of the needs analysis
  • Approval for the report
  • Write objectives
  • Prepare evaluation plan
  • Receive informal approval for the objectives and evaluation plan
  • Receive informal approval for the objectives and evaluation plan

10-15% (includes  1 review)

_______

Design

Usually not indicated as separate milestones but need to be accounted for in your planning:

  1. Choosing form and medium
  2. Structure (outline, book elements)
  3. Preparation of original design plans
  4. Review and revision of design plans with sponsor
  5. Review and revision of design plans with potential users
  6. Approval of the content proposal
  7. Preparation of product guidelines (editorial, technical, production, and usability guidelines)
  8. Prepare schedule, budget, and staffing plans
  9. Final approval for the project plan

15-20% (includes  1review)

_______

First draft

25%

_______

First review (editing, usability, technical).
Be realistic with review time; people cannot review 600 pages of text in a day or two. Also, make sure that you leave time for copying (if distributing printed review copies) and mailing (to and from you) as well as time for meetings to clarify review comments.

Part of the total time of developing the first draft, but you need to inform reviewers when copies are going to be sent.

_______

Second draft

15%

_______

Second review
Part of the total time of developing the draft, but you need to inform reviewers when copies are going to be sent.

_______

Third draft (optional)

10%

_______

Third review (optional)
Part of the total time of developing the draft, but you need to inform reviewers when copies are going to be sent.

_______

Final draft

5%

_______

Production.

Although not separately reported in a schedule, leave sufficient time for:

  • Copyediting
  • Preparation of golden code and a camera-ready copy
  • To printer

10%

_______

Shipping and distribution

1-4 weeks, depending on publishing method

_______

© Copyright 1996-2012. Saul Carliner. All rights reserved.  If sharing or excerpting, should be properly cited.

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About idmodelsandprocesses

Exploring, reporting, teaching, and advising on learning and communication for the workplace and consumers. saulcarliner.wordpress.com
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