Estimating Costs and Allocating Resources

Effective project management, particularly for instructional design (ID) projects, hinges on accurate cost estimation and strategic resource allocation.  This week’s focus on estimating costs and scheduling resources provided valuable insights into overcoming the challenges of determining activity durations and resource needs.  Below, I explore two resources that offer practical methodologies for managing these challenges and how they can be applied to ID projects.


Resource 1: Agile Estimation Techniques by Michele Sliger

Agile Estimation Techniques

Sliger (2012) introduces two innovative approaches for estimation: Planning Poker and Affinity Grouping.  These techniques deviate from traditional bottom-up methods by emphasizing gross-level estimation through iterative top-down processes.  Planning Poker utilizes the Fibonacci sequence for relative estimation, fostering team consensus on task complexity without relying on time-based units.  Affinity Grouping allows teams to quickly categorize items based on size, streamlining the estimation process for large backlogs.

Evaluation

The top-down approach presented by Sliger (2012) is particularly effective for agile environments, where iterative refinements are crucial.  These techniques can also be adapted to instructional design projects where unforeseen challenges require flexibility.  Affinity Grouping, for instance, is ideal for prioritizing learning module development by grouping tasks of similar complexity, thus expediting the estimation process.

Most Helpful Insight

Planning Poker’s focus on relative size rather than time offers a unique way to avoid overestimation while encouraging team collaboration.  This method could be used in ID projects to ensure stakeholders agree on the scope of activities such as SME consultations or eLearning content development, reducing risks of delays and resource misallocation.


Resource 2: The eLearning Guild – Research Library

The eLearning Guild Research Library

The Learning Guild offers resources tailored to instructional designers, including research reports, case studies, and budgeting and resource allocation tools.  The library includes a budgeting calculator that enables users to input project details and receive estimated costs for instructional design projects.  This tool covers various components, such as SME consultation, multimedia production, and LMS integration (The Learning Guild, n.d.).

Evaluation

This resource stands out for its focus on practical tools designed for the eLearning industry.  Its budgeting calculator is particularly valuable, as it simplifies the complex process of estimating resource needs.  Additionally, the research reports provide insights into industry standards, helping project managers align their estimates with market trends.

Most Helpful Insight

The budgeting calculator's ability to integrate multimedia costs, often a challenging variable in ID projects, was the most beneficial aspect of this resource.  Using this tool, I can identify potential budget overruns early in the planning process and make necessary adjustments.


Reflection and Application

The most challenging aspect of estimating costs and allocating resources in ID projects is anticipating variability in stakeholder requirements and unexpected delays.  Sliger’s (2012) agile estimation techniques provide a flexible framework for navigating these uncertainties, while the Learning Guild’s practical tools ensure realistic cost planning.  These resources enable instructional designers to make data-driven decisions and allocate resources effectively.

Applying these methodologies will enhance my ability to develop adaptive and precise project schedules and budgets.  Leveraging agile practices like Planning Poker alongside specialized ID tools will equip me to tackle instructional design complexities confidently.


References

Piskurich, G. M. (2006). Rapid instructional design: Learning ID fast and right (2nd ed.). San Francisco, CA: Pfeiffer.

Project Management Institute. (2021). A guide to the project management body of knowledge (PMBOK® guide) and the standard for project management (7th ed.). Newtown Square, PA: Project Management Institute.

Sliger, M. (2012, October 23). Agile estimation techniques [Paper presentation]. PMI® Global Congress 2012—North America, Vancouver, British Columbia, Canada. Newtown Square, PA: Project Management Institute.https://www.pmi.org/learning/library/agile-project-estimation-techniques-6110

The Learning Guild. (n.d.). About Guild research. Retrieved from https://www.learningguild.com/category/research/

 

Comments

  1. Hello Holli, Dr. Harrison and Class,

    Sliger has many techniques and examples of allocating time and resources in different ways including identifying duration issues by comparison.  

    Example:  Agile Estimation Techniques

    Directions:  

    Step 1.  

    The first item is read to the team members and placed on the wall.

    Step 2.  

    The second item is read and the team is asked if it is smaller or larger than the first item; placement on the wall corresponds to the team's response (larger is to the right, smaller is to the left).

    Step 3.  

    The third item is read and the team is asked if it is smaller or larger than the first and/or second items; the item is placed on the wall accordingly.

    Step 4.  

    Control is then turned over to the team to finish the affinity grouping for the remainder of the items.

    One thing I found in my work and in studying program management in school is that you can spend more time setting things up than actually providing instructional services.  Unfortunately, the larger the team the more time everything takes and less time can be spent on sharpening productivity because the time and effort to get everyone working together is exhaustive. One thing I am leery of is spending too much time on some scheduling techniques. Because the time invested may be greater than the value of the time saved. The best resource is experienced people because having lived and worked through past projects they know by fact how long some things take and documenting timing issues is unnecessary in their case (Gardner & Allen, 2021, p. 1).  A common event is large organizations downsizing to regain effective operations. But everything I see on the Sliger website does help people focus on details productively.

    Christopher

    References

    Gardner, J. & Allen, S. (2021). Project Management Competencies in Instructional Design.

    Online Journal of Distance Learning Administration. 24(2).

    https://ojdla.com/articles/project-management-competencies-in-instructional-design 

    Sliger, M. (2012). Agile Estimation Techniques. Project Management Institute.

    https://www.pmi.org/learning/library/agile-project-estimation-techniques-6110

    ReplyDelete

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