T&D: Project Planning & Management in T&D

Jane Bozarth’s Tweet Prompted This Post

From February 1, 2019…


I’ve Been a Proponent for Detailed Project Planning Since Before 1979

When I left college and got my first job in 1979 I already had been doing detailed planning – in college – as my Film projects with the rest of my class had to be meticulously planned so as to not waste my time or theirs as I was a working student and only had Sundays open for such efforts as a Film Shoot involving a dozen people or so.

And I hated it when others wasted my free day with their poor plans for their Film Shoot.


Proj Mgmt – CNSPI -1986 – 9 page PDF – originally published in the Chicago Chapter of NSPI (ISPI) Newsletter in December 1986 – on my Project Management Techniques for Project Definition, Project Planning and Project Communications.

Garbage In – Garbage Out

Or … Good Stuff In – Good Stuff Out.


PACT Alpha Phase Client-Stakeholder Interview Guide – 10 page PDF – is a job aid for the initial meetings with the client and other key stakeholders for a Training Request. Developed in the mid-1990, and published in 2002.

Use a Standard Project Plan Template 

But adapt/adjust it as needed.


The Detailed Project Plan – GWW – 1992 – 4 page PDF – originally published in the Svenson & Wallace, Inc. newsletter: Management Update – in the Summer of 1992.

Not Every ISD Effort Is An Island

So to speak. Sometimes your effort is part of a larger effort and you will need to conform to their Project Planning framework – which is all your ADDIE or ADDIE-like replacement framework is. Adapt. Or Wrestle Control for that effort.


The 5 Ps of Planning

Proper Planning Prevents Poor Performance

At least it’s one of the factors IMO.


“Cat: Where are you going?

Alice: Which way should I go?

Cat: That depends on where you are going.

Alice: I don’t know.

Cat: Then it doesn’t matter which way you go.”

― Lewis Carroll, Alice in Wonderland

Guidance in lean-ISD

Project Planning and then managing to the Plan is central to my lean-ISD efforts.


Free PDF: lean-ISD (1999)

Click on image to link to the download page.


Note: the cover design for “lean-ISD” was created by the late Geary A. Rummler.

Note: Guy W. Wallace’s book “lean-ISD” – was a recipient of a 2002 Award of Excellence for Instructional Communication from the International Society for Performance Improvement.

lean-ISD is also available as a $15 paperback book – and $7.50 as a Kindle – for more information and/or to order – please go – here.

Some Free Video Resources

Part of my School of PACT Series.


See the set of 55+ videos in this School of PACT series – here.

See my 90 minute 2009 session video at ISPI – here.

Get Yourself Ready For THAT Question


# # #

Leave a Reply

Please log in using one of these methods to post your comment:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.