SAMPLE

Project Charter

Name of Project: Training Efficacy Measurement Pilot

CPD Project Sponsor:Jill Ghini

CPD Project Lead:Linda McDonald

CPD Project Manager: Jeff Canaday

Date Prepared:June 30, 2014

Project Description

Develop and implement a pilot systematic methodology to assess training efficacy. The Office of Communications and Professional Development (CPD) will use a pilot approach to analyze training efficacy ofRevenue’s “Safeguarding Confidential Information” computer-based training (versions ISP109B_10, ISP109B_11, ISP109B_12 and ISP109B_13) over the last four years.

Project Purpose or Justification

Guide CPD in implementing Level 2 and Level 3 evaluations to agency-wide training to assess whether employees learned from the training (Level 2) and how they applied what they learned (Level 3).

Measurable Project Goals/Objectives

  • Develop a systematic methodology to analyze the effectiveness of “Safeguarding Confidential Information” through Level 2 and Level 3 evaluations and determine best practices for Level 2 and Level 3 evaluations at Revenue.

-Develop an operational plan for this project.

-Develop the pilot methodology and evaluation tools.

-Report pilot findings, conclusions and recommendations.

  • Develop final report.

Project High Level Timeline

Milestone / Date
CPD develop operational plan. / November 14, 2014
Develop pilot methodology. / January 1, 2015
Develop evaluation tools. / January 1, 2015
Review and approval of methodology and evaluation tools. / February 2, 2015
CPD develop analysis materials. / February 2, 2015
CPD conductanalysis. / April 30, 2015
CPDanalyze results. / May 31, 2015
CPD prepare final report. / June 30, 2015

Costs/Return on Investment

  • Personnel costs to develop a training efficacy measurement pilot to include:

-Develop methodology and evaluation tools for this project

-Data gathering

-Data analysis and evaluation

  • Implementation of Level 2 and Level 3 evaluations for all agency-wide training.

Stakeholders

  • Strategic Leadership Board
  • Office of Workforce Management
  • CPD Program Administrator
  • Revenue Program Directors
  • Agency-wide employees (managers, supervisors and line employees)

Known Stakeholder Requirements

Approval of the project.

Initial Risks

Risk / Contingency Plan
  1. Not meeting deadlines
/
  • Define and limit the project scope and review the operational plan regularly.
  • Work from one project folder, one operational plan.
  • Plan for and commit to steady, weekly progress and project communications.

  1. Decreased staff
/
  • Maximize existing resources.
  • Clarify project roles, assignments.
  • Monitor resource allocation carefully.
  • Be aware of related activities in other projects and O&M.
  • Avoid re-work by planning ahead (anticipate technology and process improvements).

  1. Scope creep
/
  • Keep operational plan simple and review it regularly.
  • Identify and clarify change orders early and adjust plan accordingly.

  1. Stakeholder buy-in
/
  • Communicate with stakeholders and reviewers throughout the process.
  • Build sufficient time in the activity time line for deliverables review.
  • Be flexible and willing to follow and/or change direction.

Deliverables

  1. Operational plan
  2. Pilot methodology
  3. Evaluation tools
  4. Final report

Related Activities

  1. Gather data from Learning Management System (LMS) and General Counsel’s Office
  2. Analyze training efficacy of Revenue’s “Safeguarding Confidential Information” computer-based training (versions ISP109B_10, ISP109B_11, ISP109B_12 and ISP109B_13) over the last four years
  3. Develop Level 2 and Level 3 evaluations for “Safeguarding Confidential Information”

Timeline and Milestones

The overall operational plan for the project includes CPD’s timeline and milestones. CPD will develop the overall operational plan.

Resources Required (Knowledge, Skills, and Abilities)

  1. Project management
  2. Instructional Designer/Training Specialists/Editor
  3. Training
  4. Estimated resource hours: 1,000

Roles and Responsibilities

Project Sponsor

  • Work with project lead to report progress to Executive Leadership.
  • Provide support and resources as needed.
  • Provide timely project guidance.
  • Provide timely review and approval of (or feedback on) project deliverables.

Project Lead/Project Manager

  • Manage the project.
  • May be involved in completing tasks, but is not responsible for personally doing every task.
  • Monitor and report status of projects.
  • Prevent scope creep (stay focused on approved projects).
  • Report project status to process owners.
  • Develop operational plan and project tracker using approved templates.
  • Provide updates to Goals and Strategies template.

Team Members

  • Provide support and serve as a project resource as assigned.
  • Assist project lead with progress reporting.

Content Subject Matter Experts

  • CPD Instructional Designer – develop operational plan, develop pilot methodology, and develop Level 2 and Level 3 evaluations using the Kirkpatrick model.
  • CPD LMS Administrator – provide data and statistics from the LMS for “Safeguarding Confidential Information”.
  • Confidential Incident Response and Disclosure Officer (General Counsel’s Office) – provide data and statistics on incidents concerning employee violations of the “Confidential Information Policy” (to track if violations decreased or increased after training).

Executive Director’s Office

  • Provide timely project guidance.
  • Provide timely review and approval of (or feedback on) project deliverables.

Critical Success Factors

  • Develop and implement a systematic methodology to assess training efficacy.
  • Develop and implement Level 2 and Level 3 evaluations.

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December 2015Charter –Training Efficacy Measurement PilotPage 1 of 3

Approval

______

OWM Director Date

______

Sponsor (OWM Lead Manager) Date

______

Project Lead (Process Owner) Date

______

Project Manager Date

Charter - Needs Analysis Of Training EfficacyPage 1