Statement of Work

Project name: Competency based training for deep-sea oil exploration

Date: November 2, 2014
Project Manager: Georgia Harding
Project Tracking number: AVN0001
Project Justification
In a bid to combat the inevitable results of global warming and the resulting harm which can
lead to coral bleaching the Australian government has recognized the need to strike a balance
between harnessing environmental resources and sustainable development. The Australian Vocational Network, a government training agency, has been assigned the responsibility of upgrading the existing training standards in addition to introducing current best practices and
benchmarks to oil rig workers.
It is recognized that current as well as potential employees possess varying educational backgrounds ranging between high school and possibly university level. This recognition of learners
will therefore require the provision of learning experiences that will allow opportunities for tactile
and practical learning activities as well as the potential for self-paced learning.
Overview of deliverables
- The client has requisitioned the provision of modular learning objects that are reusable and
can also be used independently of each other.
- A request has also been made for interactive learning experiences that are provided in an online environment facilitated by a learning management system.
- In addition to being interactive, the learning experience should also provide opportunities for
learners to apply what they learn to real-world situations
- it is also expected that majority of the learning objects be non-proprietary and visually appealing.
Specific project objectives and success criteria
To identify suitable learning management system to facilitate training.
Develop authentic interactive learning objects
Create realistic learning experiences that require high levels of communication between
learners and instructors.
Solicit expert advice and make provisions for travel and accommodation arrangements
[2 persons at $1,500 each]

Primary stakeholders and roles

AVN Project Manager

Simon Wilcowsky/Georgia Harding - Third Eye PM
Joe Strickler - Third Eye SME (oil exploration)
Margaret Janson - Third Eye ID (sign-off authority)
L.J. Smith - Director, Learning Materials (reviewer)
Martin Howe - SME (deep-sea oil exploration trainer)
Caroline Porter - Third Eye (Boss)

Key assumptions

Proof-of-Concept to include 40% of the final product

Proof-of-Concept to be provided within 3 weeks from agreed date.
Third Eye Media will collaborate with the designated PM from AVN.
Third Eye Media will solicit the aid of experts in the field of deep-sea oil exploration and training.

Signatures
The following people agree that the above information is correct:
Simon Wilcowsky
Margaret Jansen
Joe Strickler
Project sponsors
Caroline Porter (Third Eye)

Work Breakdown Structure: Competency

based training in deep-sea oil exploration
Administrative

Technical

Deliverables

Create Budget spreadsheet

Hire Videographer

Sample Training/ Learning cards

Create list of expenses

Hire Printer

Sample Interactive learning object

Create an audience list

Create instructional videos with Martin Howe

Sample instructional video(s)

Assemble team

Edit Instructional videos

Delegate responsibility

Conduct learner analysis

Create a RASCI

Evaluate interactive lesson

Create task list

Evaluate Training/Learning cards

Create timeline of events

Create interactive learning objects

Make travel and accommodation

arrangements for Martin Howe

Identify and or select appropriate software for

developing learning objects

Arrange collaborative meeting between Martin

Howe and Joe Stickler

Purchase interactive software

Get supervisor approval for budget

Assess learner and or AVN technical

resources
Develop learning resources identified by Howe
& Stickler

References

Ertmer, P.A., Quinn, J. (2007). The ID casebook case studies in Instructional Design. New Jersey, Pearson

Portny, S. E., Mantel, S. J., Meredith, J. R., Shafer, S. M., Sutton, M. M., & Kramer, B. E. (2008). Project management: Planning,
scheduling, and controlling projects. Hoboken, NJ: John Wiley & Sons, Inc.
Project Management for Trainers, pp. 384 0
Copyright by the American Society for Training and Development. Used by permission via the Copyright Clearance Center.

Multimedia Program
Work Breakdown Structure

Third Eye Media

AVN Project Communications Planner

Who

What

When

How

Creator/Publisher

AVN Project Manager

-SOW
- Budget
-WBS
-RASCI
- Gantt chart
- Deliverables

Fortnightly

Briefings

Third Eye PM

Simon Wilcowsky/Georgia
Harding - Third Eye PM

-SOW
- Budget
-WBS
-RASCI
- Gantt chart

Daily

Briefings

PM

Joe Strickler - Third Eye

SME (oil exploration)

- WBS
- RASCI
- Gantt Chart
- Meeting time,
date, and location
with Martin Howe

Weekly

Email
Weekly briefings

- PM
- Personal assistant/ Administrative
assistant

AVN Project Communications Planner

Margaret Janson - Third
Eye ID (sign-off authority)

WBS
RASCI
Gantt Chart
Deliverables

Weekly

Briefings and email PM

follow-up

Printer

Learning objects
developed by ID
team.

When completed
by ID team and
reviewed by L.J.
Smith and signed
off by M. Janson.

digital or
hardcopies
emailed and hand
delivered

ID team

Videographer

As created
Once budget is
approved.

Email
printed schedule
follow-up phone
call

PM

L.J. Smith - Director,

Learning Materials
(reviewer)

Learning
materialsinformation for
quick review cards
- instructional
video
presentations
- WBS
- RASCI
- Gantt Chart

As created- weekly email

or fortnightly
briefings
follow-up phone
calls

-ID/ Content writing team

Martin Howe - SME (deepsea oil exploration trainer)

- Travel and

As soon as the
Budget has been
approved.

Personal/ administrative assistant to the PM

team.

WBS
RASCI
Gantt Chart
Video recording
location, date,
and time

accommodation
arrangements.
Date, location,
and time for
videotaping
sessions.

Email with flight

information.
Follow-up phonecall.

- Videographer

AVN Project Communications Planner

IT team

- Software budget
- Proposals for
learning objects.
- WBS
- RASCI

Finance and Accounting

Department

Caroline Porter - Third Eye

(Boss)

email
Weekly briefings

PM
ID team
PM

-Budget
Once approval
- Travel and
received.
accommodation fortnightly
invoice for
Martin Howe
- Invoice for
Videographer
and Printer.
- Invoice for video
/studio location.
- Invoice for
software
acquired

Briefings

- PM
- Personal assistant/ Administrative

- SOW
- Budget

Briefings and email PM

updates

- WBS
- RASCI
- Gantt Chart

As soon as the
Budget has been
approved.
As soon as they
are developed.

Weekly

assistant

- Videographer and Printer

- Studio manager
- Software store/ IT team

Third Eye Media

Project Monitoring Matrix

Deliverables

Completed by

Reviewed by

Client

Learning Cards/brochures

ID and Training material team then Product review team and Third
submitted for printing
Eye Media CEO

AVN Director, Learning Materials

Division

Interactive learning objects

ID and IT team

Product review team and Third

Eye Media CEO

AVN Director, Learning Materials

Division

Instructional videos

SMEs and Videographers

Product review team and Third

Eye Media CEO

AVN Director, Learning Materials

Division

Third Eye Media

Project Close-out Checklist
Rationale statement
Third Eye Media was contracted by The Australian Vocational Network (AVN) to develop a suite
of web-based learning objects that would be included as part of a training program that would
offer competency-based training in deep-sea oil exploration and under water drilling for adult
learners that provided opportunities of interaction and authentic experiences.
The clients were not satisfied with the initial proof of concept submitted and were intent on
ending the contract with Third Eye Media. The Project Manager, Simon Wilcowski was able to
convince the clients that the short-comings could be rectified but internally, that meant
increasing the man-power available to work on the project to meet the new three-week deadline
that promised to produce 40% of the learning objects. To help with the increased workload and
remain within budget, Margaret used her connection with Professor Geoff Charles to recruit a
small team of students from the nearby University to work as interns/apprentices who would
gain practical experience from being part of the exercise while gaining themselves some extracredit.
The in-house SME, Joe Stickler, had a background in oil exploration, but was limited in his
knowledge of the technical nuances associated with the industry. It was assumed that Joe
would work as part of a team with Martin Howe, an expert in deep-sea exploration training,
alongside representatives from AVN who will set the technical specifications and project
requirements.

Team members
The team members who were assigned to work on the project included the following:
Instructional Design team- Conduct learner analysis then using feedback from SME design
instructional program for adult learners on deep-sea oil exploration and drilling.
Margaret Janson
Simon Wilcowsky

Subject matter experts and technical team - assist in developing resources that provide specific
details about deep-sea oil exploration and drilling. This will include instructional videos as well
as staged interviews addressing FAQs.
Joe Strickler
Martin Howe
AVN representatives
Training material design team - in consultation with the ID, and IT teams, develop resources that
will complement the instructional videos and web-based aspect of the learning objects.
Trevor Adams
Geoff Charles - e-learning consultant
IT team/ learning object developers - identify appropriate software and then develop web-based
activities the provided opportunities for interaction, easy navigation, and multiple learning
pathways.
Sophia Ferguson
Terri-Ann Daley
Craig Robinson
Product review and evaluation team - in collaboration with the AVN technical team will test the
learning objects to ensure that they met the required expectations for the proposed course.
Georgia Harding
Sherene Spencer
Cleyo Lawrence
Samuel Cooke
AVN Stakeholder- responsible for reviewing the Proof-of-concepts submitted by Third Eye
Media and approving the final development of the requested learning objects.
L.J. Smith - Director, Learning Materials Division

Finance and accounts team - Once the Budget has been approved they will be responsible for
generating purchase orders and disburse funds as well as monitor spending and provide
updates for potential overages.
Individuals assigned to AVN project
External contractors - Once given the go-ahead, to print where appropriate, proofs of learning
objects. DDS to record and edit instructional videos into small bite-sized episodes that can be
integrated at various points within the course as part of a face to face session or integrated into
the interactive web-based content.
3DS Printers
Digital Design Solutions - Videography
GQube Productions - Studio and location use
Administrative - sign-offs and approvals - Provide approval for learning object designs and or
budgets which will allow products to proceed with further development.
Caroline Porter - Third Eye Media CEO
L.J. Smith
Richard Poorman - AVN accounts