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Estimating, Managing,
and Tracking Projects
How to Get a Handle
on Budgeting Your Time and Money
1
What We’ll Cover
Analyzing the Job at Hand
Recording the Analysis
Estimating Time/Cost per Element
Tracking the Project
Recording Results for Posterity
2
Analyzing the Job at Hand
Quality of Source Material
Review Cycles
Format/Style/Platform Requirements
Authoring Tool
Scoping the Job
3
Analyzing the Job at Hand
What’s Written Down?
Quality/Availability of SMEs
Status of Target Subject
Availability of Target Subject
Quality of Source Material
4
Analyzing the Job at Hand
How Many?
Review Meetings Needed?
How Will Changes Be Provided?
Review Cycles
5
Analyzing the Job at Hand
Templates, Existing Styles?
Design Format from Scratch
Platform for Deliverables
Format/Style/Platform Requirements
6
Analyzing the Job at Hand
New Tools Needed?
Tool Costs
Tool Learning Curve/Training
Authoring Tool
7
Analyzing the Job at Hand
Identify Tasks, Other Sections
Breakdown Each Task
Approximate Concept Info
Approximate Steps
Approximate Screens/Graphics
Scoping the Job
8
Analyzing the Job at Hand
Examples
Software User Manual
Help
Demonstration
eLearning
Scoping the Job
9
Recording the Analysis
Tour of the Job Worksheet
Recording Scope, Calculating Element Count
10
Estimating Time/Cost per Element
Based on Similar Jobs
Brand New
Revision
Hours Per Element (page, help topic, slide)
Resource Costs
Ad Hoc Costs
11
Analyzing the Job at Hand
Analyze Sample Input:
Rate quality of input ( 1=poor, 5=excellent)
Determine major sections
Determine number of tasks, screens shots needed, page
length of tasks
Decide an estimated page count, hours/page
Group Exercise
12
Tracking the Project
Project Management Software
Track Resource Time
13
Recording Results
Final Element Count
Divide Hours per Element Count
Soft Factor Analysis
14
Tools Used
Tool Mac App Used Windows Equivalent
Spreadsheet for Job
Worksheet
Numbers Excel
Project Management OmniPlan
FastTrack Schedule
or Microsoft Project
Mini Relational
Database
Bento Access, FileMaker
Calendar to Track
Project Time
iCal Outlook
15

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Estimating, Managing, and Tracking Projects: How to Get a Handle on Budgeting Your Time and Money

  • 1. Estimating, Managing, and Tracking Projects How to Get a Handle on Budgeting Your Time and Money 1
  • 2. What We’ll Cover Analyzing the Job at Hand Recording the Analysis Estimating Time/Cost per Element Tracking the Project Recording Results for Posterity 2
  • 3. Analyzing the Job at Hand Quality of Source Material Review Cycles Format/Style/Platform Requirements Authoring Tool Scoping the Job 3
  • 4. Analyzing the Job at Hand What’s Written Down? Quality/Availability of SMEs Status of Target Subject Availability of Target Subject Quality of Source Material 4
  • 5. Analyzing the Job at Hand How Many? Review Meetings Needed? How Will Changes Be Provided? Review Cycles 5
  • 6. Analyzing the Job at Hand Templates, Existing Styles? Design Format from Scratch Platform for Deliverables Format/Style/Platform Requirements 6
  • 7. Analyzing the Job at Hand New Tools Needed? Tool Costs Tool Learning Curve/Training Authoring Tool 7
  • 8. Analyzing the Job at Hand Identify Tasks, Other Sections Breakdown Each Task Approximate Concept Info Approximate Steps Approximate Screens/Graphics Scoping the Job 8
  • 9. Analyzing the Job at Hand Examples Software User Manual Help Demonstration eLearning Scoping the Job 9
  • 10. Recording the Analysis Tour of the Job Worksheet Recording Scope, Calculating Element Count 10
  • 11. Estimating Time/Cost per Element Based on Similar Jobs Brand New Revision Hours Per Element (page, help topic, slide) Resource Costs Ad Hoc Costs 11
  • 12. Analyzing the Job at Hand Analyze Sample Input: Rate quality of input ( 1=poor, 5=excellent) Determine major sections Determine number of tasks, screens shots needed, page length of tasks Decide an estimated page count, hours/page Group Exercise 12
  • 13. Tracking the Project Project Management Software Track Resource Time 13
  • 14. Recording Results Final Element Count Divide Hours per Element Count Soft Factor Analysis 14
  • 15. Tools Used Tool Mac App Used Windows Equivalent Spreadsheet for Job Worksheet Numbers Excel Project Management OmniPlan FastTrack Schedule or Microsoft Project Mini Relational Database Bento Access, FileMaker Calendar to Track Project Time iCal Outlook 15