T&D: Detailed Project Plans for ISD Efforts

I’ve written about this many times in the past. I do think detailed Project Planning was critical to my success as a consultant – both as an internal consultant (1979-1982) and as an external consultant (1982 to Today).

December 1986


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.

Summer 1992


See that original 12-page newsletter – here.

Or the 3 page version of just this article – swi-newsletter-1992-2-summer.

Stakeholder Interview Guide

Key to crafting an appropriate Plan is good input. I managed that beginning in the late 1980s, across my staff of consultants doing Fixed Fee projects – via this Stakeholder Interview Guide. Here is a page from the 2002 version of that.


A post on that tool/job aid is – here.

Planning at a detailed level requires seeing all of the activities. I use this “frame” for planning beyond major tasks.

ppmplanningcycleelement-blockmasterwhite (1)

Another post covering all of this – here.

My Invited Project Management Presentation at Purdue in 2001

Proj Planning – Purdue Univ 2001-09-06 – Project Management at Purdue University (Jim Russell) 2001

Books from 1999 and 2011

And I covered Project Planning – in great detail – much more extensively in my books on my ISD methods…


Note 1: 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.

Note 2: the cover design for “lean-ISD” was created by the late Geary A. Rummler.

Click – here – to the download page for the free 410 page PDF of lean-ISD.

lean-ISD is also available as a $16 paperback book – and $7.50 as a Kindle – for more information and/or to order – please go – here.

Plan for Success! Plan in Detail!


Recent Video

This video recorded 2020-05-06. And it is 47:17 minutes in length.

This video is #16 in my new series: Adventures in performance-based Training & Development – see the index here.

Video from 2009

This video recorded at ISPI 2009. And it is 84:23 minutes in length.

But Wait! There’s More!

I have created sets of FREE resources on the 5 key roles in my PACT Processes for performance-based ISD… here is the page leading to such resources for the Project Planner & Manager Role…

PACT Path for the PPM – PACT Project Manager

Note: This page is basically complete – as of 2018-05-22 – but will continue to be Updated from time to time. Last Update: 2018-05-22.

PACT Practitioner Role Overview

The PACT Project Planner & Manager is responsible for responding to client requests, preparing and conducting all informal and formal meetings with the clients and stakeholders, developing Project Plans and Proposals, and with the help from other PACT Practitioners developing all Analysis Reports, Design Documents for both CAD and MCD/IAD efforts, Implementation Planning Reports (CAD), and Pilot-Test Reports (MCD/IAD).


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