How to manage a Design Project

PMs will be responsible for managing the design and customization projects assigned to accompany workshops.  They will partner with a senior consultant and manage the budget and completion of each.

1. Prior to a SO being marked to Active, Resourcing Management has assigned an instructional designer/consultant to any design projects.
2. Open the Design Project from your Dashboard and update the following fields within the Project:
   1. Primary Information:
      1. Update Project Name field based on naming convention requirements
      2. Update Status as needed:
         1. Unscheduled = this will be an automatic default until adjusted by the PM. This status should remain until the customer confirms they are ready to initiative the design process.
         2. Scheduled = the customer has confirmed they are ready to start design.
         3. Complete = the project has been completed and is closed and delivered.
      3. Budget Amount of hours for the Designer will default based on scope of the project templates.
   2. Project Dates: Project Dates will initially have projected start and end dates for forecasting purposes by Resourcing Management. The PM is responsible for the ongoing management of the dates.
      1. Project Start Date = Date when the project kickoffs
      2. Project End Date = Date when project is anticipated to be marked as Complete and finished.
   3. Project Location
      1. All Projects will default with the tick box selected of IS VIRTUAL for Design Services.
      2. City, State, Country should be left blank for design projects unless onsite work is required, which is rare.
   4. Classification
      1. Project Manager will be defaulted to the PM assigned.
      2. The PM would assign the Resource Manager based on Resourcing process.
      3. RSP Project Type = will default based on Item
      4. Material Status will need to be updated to NEW for any design/consulting projects, unless it is revised from a prior iteration.
      5. Language will be used for workshop only
      6. Core Content Name = this will be updated by the PM to align with the core IP (i.e. Solution Selling)
   5. Schedule
      1. Update Start/End Dates with estimated timing of when project will kick off and design work will complete. Average implementation timelines for legacy Richardson Design areare:

1. 1. 1. Basic – 2 weeks
      2. Intermediate – 4 to 6 weeks
      3. Standard – 6 to 8 weeks
      4. Sales Process Design
      5. Use Case Development
      6. Sales Tool Tailoring
2. Provide ongoing maintenance of the Design Project while partnering with the instructional designer/consultant to make sure dates are relevant and up to date.
3. Once a Design Project is completed and ready for delivery:
   1. The Editorial Specialist will email the files to the dedicated PM with the appropriate instructions for distribution for virtual or classroom training.
      1. The PM will distribute materials to the customer and to the facilitator assigned to the corresponding workshop.
   2. The PM will update the Project Status from Scheduled to Complete and click Save within the Project.
   3. The PM will then navigate to the SO (click Related Records within the Project and open the SO in a new browser window)
   4. Within the SO click Fulfill and navigate to the Design Item
      1. Tick the Fulfill button on the right hand side for the Item you wish to fulfill and invoice (leave those blank that aren’t ready for fulfillment)
         1. IMPORTANT NOTE: If you need to invoice multipe Items on the same invoice you need to fulfill each of those items at the same time. If Design needs to go along with a Workshop and Licensing you will need to fulfill the three Items at the same time.  
      2. Update the quantity to 1
      3. Select the Project ID under the Associated Project in the drop down
   5. Update the Status under Primary Information from Unscheduled to Complete.