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766 Alignment Template - Rubino

ABCD, a non-profit social research firm, is hiring a new cohort of Resource Managers (aka project managers). Resource
Managers have four main areas of responsibility:
1) Develop and monitor work plans, expenditures, and budgets
2) Coordinate deployment of staff for projects
3) Serve as liaisons for internal and external partners
4) Manage proposal development
A 5-part in-person instructor-led new hire orientation for Resource Managers will be held to support their ability to provide
immediate value-add to their teams. The series will include five units: a half-day introduction to the role and key concepts,
and four 1-2 day-long sessions to correspond to each key area of responsibility.
Unit 1: What does an RM do? (half-day)
Unit 2: Money Management – Best practices in developing work plans and budgets, and monitoring expenditures (2 days)
Unit 3: Who’s on First – Best practices in staff deployment (1 day)
Unit 4: Lessons for Liaisons – Best practices in coordination across internal and external partners (1 day)
Unit 5: The Big Ask – Best practices in proposal development for new funding (1 day)

The following two modules are part of Unit 2 (Money Management).

Last update 12/14/18


Terminal Objective: By the end of this module, participants will be able to analyze labor reports.
Enabling Objectives Assessment Idea Absorb Activity Do Activity Connect Activity
1) Using JAMIS Demonstration: the Presentation Hands-on practice: Job Aid (outlining the
(financial accounting learner will submit (slideshow and participants will be steps and
software), participants three reports to software demo) given sample projects components of the
will be able to run the demonstrate capacity to access in the report)
Labor Report to run the report. system (they can
(cognitive – practice multiple
remembering) times and submit
three reports for
Pass/Fail credit)
2) Participants will be Quiz: fill-in the key Quiz: fill-in the key
able to identify (label) report components on report components on
the key components the three submitted the three submitted
of the report (charge reports (job aid with reports (job with
code, date, labor labels provided for labels provided for
hours, cost) (cognitive participants to grade participants to grade
– remembering themselves) themselves)
3) Participants will be Role play: working in Presentation Role play: working in Create a
able to summarize pairs, the participants (slideshow) and pairs, the participants Presentation: Using
issues during review will each play the role Story (presented by will each play the role one of their own
of report based on of “Resource an experienced of “Resource projects, participants
OPAL (outliers/ Manager” or “Project resource manager) to Manager” or “Project will present to the
people/activity/level) Director”; the give experience from Director”; the class their “talking
(cognitive – ‘Resource Manager” the field ‘Resource Manager” points” for a team
understanding) role will outline issues role will outline issues meeting where they
4) Participants will be and propose next and propose next will present their
able to propose immediate actions immediate actions analysis of a labor
actions based on using a sample using a sample report outlining
findings in the labor project using project using issues, and next
report (cognitive- background background steps; feedback will
evaluation) information and a information and a be provided through a
sample labor report; sample labor report; rubric to be

Last update 12/14/18


Enabling Objectives Assessment Idea Absorb Activity Do Activity Connect Activity
feedback provided feedback provided completed by an
through peer review through peer review experienced resource
by the “Project by the “Project manager who will
Director” and self- Director” and self- serve as their mentor
assessment based assessment based
review of an review of an
experienced RM’s experienced RM’s
summary list of summary list of
issues, questions, and issues, questions,
next steps; and next steps
Create a
Presentation: Using
one of their own
projects, participants
will present to the
class their “talking
points” for a team
meeting where they
will present their
analysis of a labor
report, outlining
issues and next steps;
feedback will be
provided through a
rubric to be completed
by an experienced
resource manager
who will serve as their
mentor

Last update 12/14/18


Terminal Objective:
By the end of this module, the learner will be able to assess project risk using Project Summary reports.

Enabling Objectives Assessment Idea Absorb Activity Do Activity Connect Activity


Participants will be Demonstration: the Hands-on practice: Job Aid (outlining the
able to run the Project learner will submit participants will be steps and
Summary Report three example reports given sample projects components of the
(PSR) in JAMIS to access in the report)
(cognitive – system (they can
remembering) practice multiple
Presentation times and submit
(slideshow and three to receive
demonstration) credit)
Participants will be Quiz: fill-in the key Quiz: fill-in the key
able to identify (label) report components on report components on
the key components the three submitted the three submitted
of the report (actuals, reports (job aid with reports (job aid with
budget, balance) labels will be provided labels will be provided
(cognitive – for participants to for participants to
remembering grade themselves) grade themselves)

Participants will be Quiz: matching list Quiz: matching list


able to define the key (answer key provided (answer key provided
components of the for participants to for participants to
report (actuals, grade themselves) grade themselves)
budget, balance)
(cognitive -
understanding)

Participants will be Mastery Quiz: pick- Presentation Mastery Quiz: pick- Summary activity:
able to compare one or multiple based (slideshow) and one or multiple based Participants will
project risk factors on presented Story (presented by 2 on presented reflect upon what they

Last update 12/14/18


Enabling Objectives Assessment Idea Absorb Activity Do Activity Connect Activity
using STUBS scenarios (submitted experienced resource scenarios (submitted have learned
(Scope, Timeline, electronically with managers) electronically with regarding STUBS and
Unanticipated automatic feedback; automatic feedback; any confusion points
circumstances, participants can take participants can take
Budget, Staffing) multiple times until it multiple times until
(cognitive – they reach 100%); they reach 100%);
understanding) Case Study in small Case Study: in small
groups, review case groups, review case
studies, identify studies, identify
project risk(s), and project risk(s), and
support their support their
assessment in a assessment in a
report-out (feedback report-out (feedback
provided by group provided by group
peer review using a peer review using a
rubric) rubric)
The participant will be Create a Create a
able to assess project Presentation: Using Presentation: Using
risk and propose one of their own one of their own
actions using STUBS projects, participants projects, participants
(cognitive – will present to the will present to the
evaluation) class “talking points” class “talking points”
for a team meeting for a team meeting
where they will where they will
present their present their
assessment of project assessment of project
risk using a project risk using a project
summary report and summary report and
STUBS; feedback will STUBS; feedback will
be provided using a be provided using a
rubric to be completed rubric to be
by an experienced completed by an

Last update 12/14/18


Enabling Objectives Assessment Idea Absorb Activity Do Activity Connect Activity
resource manager experienced resource
who will serve as their manager who will
assigned mentor serve as their
assigned mentor

Last update 12/14/18