Thursday, December 4, 2014

Analyzing Scope Creep



       A few years ago, I was involved with an instructional design project to develop instructor led courses for the military. We were already familiar with the client having developed courses for them four years prior. We knew the client had a reputation for not clearly articulating their needs up front and coming to us late in development with add-ons. Nevertheless, we gave them the benefit of a doubt.

       We had a statement of work, but it was not very specific about what exactly had to be developed. We worked extensively with subject matter experts during the first month of design. We completed a design document and the unit verbally okayed the plan. We worked expeditiously toward our goal of completing four courses, over 200 hours of training in 9 months.

       Half way through the project we began developing the media presentations. It was at this point that the client realized they wanted something entirely different. It was not what they envisioned and they wanted to add some more topics. We ended up having to rewrite the design documents and several lesson plans and also create one new lesson plan. 

       The project had to be extended by about 3 months, and we had to hire consultants to help. In retrospect, what we should have obtained written approval of the design document before the project began. The document should have clearly stated what was to be developed, and it should have been signed off by each subject matter expert, the course manager, and the commanding officer. When they asked to change the plan, we could have pointed back to the agreement.

2 comments:

  1. Preston,
    An excellent reminder about obtaining written approval before proceeding with a design. I have been learning to have people sign off rather than being accepting of a verbal approval.

    Rebecca

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  2. I have been on the client side of instructional design projects. We have used one contractor a few times and I have found that the SOWs the provide are often a bit generic. The contractor would have us sign off by email on the design documents though. There was one occasion where the promised us some animation verbally and when we got the beta it wasn’t there. One of our SMEs had even gone to their office (3 hours away) to work on the concept for the animation. Even though it wasn’t in writing they did add in the animation. It made me realize how having all these agreements written down and requiring sign off protects both sides.

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