Project Management for History Professionals (Spring 2023) - Online Course

  • Registration Closed

Course Description

Do you often juggle several projects, trying to keep each one focused and on track? Have you found yourself having to change a project halfway through because not everyone was on the same page when you start? Do you sometimes have to wear two (or more) hats as you are both managing a project and providing the content or deliverables? Project Management is a specific approach to managing projects that breaks the process into four phases (defining, planning, managing, and reviewing) and uses a variety of tools (charter, risk score, and scope diagram to name a few) to move a project from start to finish.

This online course will share aspects of Project Management that can best be applied to history organizations for everything from exhibit design to collections inventories. Over the course of eight-weeks, participants will learn about the various concepts and tools used in Project Management, will encounter a variety of examples of how Project Management has been or can be used in history organizations, and will have the opportunity to apply the course content to a project of their own.

This course consists of eight modules that include videos, readings, assignments and other activities. A live weekly session provides the opportunity for students to interact with the instructor and each other and optional group and one-on-one sessions provide additional support

Details

SESSION DATES: March 20 - May 14, 2023

COST: $215 AASLH Members / $315 Nonmembers / 10% discount for STEPS participants with promo code found in the online STEPS Community or by emailing learn@aaslh.org

OPEN REGISTRATION: December 1, 2022 - March 13, 2023; 20 participant limit. Courses typically fill up before the registration deadline, so register early.

Course Logistics

FORMAT: Online, Instructor-led, Weekly-paced course

LENGTH: 8 weeks

PARTICIPATION: Students should expect to spend approximately 5-7 hours per week on this course including videos, readings, live sessions, and assignments

LIVE ZOOM OFFICE HOURS: We recommend downloading the Zoom mobile or desktop app for this course. 

  • A one-hour live Zoom chat will be held weekly

MATERIALS: There are no required texts for this course. All other materials will be provided.

TECHNOLOGY: Participants will need access to internet and a desktop computer, laptop, or tablet to participate in this course. For the live Zoom office hours, we recommend having access to a camera and a headset, earpods, or other audio and microphone device. Automatic captioning is available in the Zoom discussions. 

Participant Outcomes

Participation in this course will help you:   

  • Understand and visualize the different aspects of a project including goals and objectives, stakeholders, and risk
  • Create a Project Definition Statement or Charter, which will help align expectations for a project
  • Produce a comprehensive project plan
  • Access a variety of tools to aid in implementation and execution
  • Wrap up a project in a way that includes documentation, evaluation, and celebration

Who Should Take This Course

Project Management is valuable training for staff at all levels. Whether your work involves exhibitions, education and programs, planning, fundraising, collections, historic preservation or the many other tasks staff at history organizations address every day, you will gain new skills, ideas and tools for effectively managing projects.

How to Register

Click here for instructions on how to register yourself or another user for this event. 

Key:

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About the Course
Hello from the Instructor
Select the "Watch Video" button to begin.  |   Closed captions available
Select the "Watch Video" button to begin.  |   Closed captions available
Hello from the Instructor PowerPoint
Open to download resource.
Open to download resource.
Course Guide
Open to download resource.
Open to download resource.
Updated Course Schedule
Open to download resource.
Open to download resource.
Course Messaging Instructions
Open to download resource.
Open to download resource. Instructions on how to set up your privacy and messaging settings for the course.
Introductions
Make 1 discussion post to continue.
Make 1 discussion post to continue. Please introduce yourself by sharing: - Your name (also consider pronouns and pronunciation) - Your geographic location - Your organization and role there - Your project in one sentence - Anything else that might be helpful for us to know - One thing you do for fun not related to your work Please also leave a positive or curious comment on at least one other person’s post
Pre-Course Survey
Recorded 03/29/2023  |  60 minutes
Recorded 03/29/2023  |  60 minutes
Live Sessions
Select the "View On-Demand Recording" button to begin.  |  60 minutes
Select the "View On-Demand Recording" button to begin.  |  60 minutes Live sessions will be offered twice a week - Wednesdays at 5pm Eastern and Thursdays at 9am Eastern. Students should plan on attending at least one session. The link to the sessions is located in the Live Sessions tab. The same link will be used for all meetings.
Week One: March 20 - 26
Week One Video: Managing Projects
Open to view video.  |   Closed captions available  |  29 minutes
Open to view video.  |   Closed captions available  |  29 minutes
Week One PowerPoint
Open to download resource.
Open to download resource.
Bonus Material: Managing Projects
Make 1 discussion post to continue.
Make 1 discussion post to continue. Please share any resources and materials that are relevant to this week’s focus.
Discussion: Projects
Make 1 discussion post to continue.
Make 1 discussion post to continue. Please make a discussion post answering the following question: - What is your project and how does it fit the definition of a project? Things to consider: How do you know it has started? How do you know when it is ended? What is the need or outcome that is being addressed by the project? How is it different than regular day-to-day work? Please also leave a positive or curious comment on at least one other person’s post and respond to any questions left on your post.
Assignment: Project Quick Sheet
Graded as Pass/Fail
Graded as Pass/Fail Assignments are due by midnight on Sunday. Please upload assignment as a pdf.
Blank Project Quick Sheet
Open to download resource.
Open to download resource. A quick sheet can be used to collect information about the project before you get started on formally defining it. Please upload assignment as a pdf.
Project Quick Sheet Example - Great Turtle Tales Walking Tours
Open to download resource.
Open to download resource. This is an example of the use of a Project Quick Sheet using Lisa's side hustle as a project.
Live Session - March 22 (Optional)
Select the "View On-Demand Recording" button to begin.  |  60 minutes  |   Closed captions available
Select the "View On-Demand Recording" button to begin.  |  60 minutes  |   Closed captions available
Live Session - March 23 (Optional)
Select the "View On-Demand Recording" button to begin.  |  60 minutes  |   Closed captions available
Select the "View On-Demand Recording" button to begin.  |  60 minutes  |   Closed captions available
Week One Reflection
2 Questions  |  Unlimited attempts  |  0/2 points to pass
2 Questions  |  Unlimited attempts  |  0/2 points to pass
Week Two: March 27 - April 2
Week Two Video: Project Management
Open to view video.  |   Closed captions available  |  38 minutes
Open to view video.  |   Closed captions available  |  38 minutes
Week Two PowerPoint
Open to download resource.
Open to download resource.
Supplemental/Review Material
Open to download resource.
Open to download resource. There are the slides from the review I did during the Live Session for week three, about week two.
Bonus Material: The Big Ideas of Project Management
Make 1 discussion post to continue.
Make 1 discussion post to continue. Please any resources or material that is relevant to the content this week.
Discussion: Waterfall, Agile, or Something Else?
Make 1 discussion post to continue.
Make 1 discussion post to continue. Please make a discussion post answering the following question: - When thinking about the life cycle of your project, what is the best approach to use in considering phases? Things to consider: Do you know most of the details of the project needs and processes from the outset, or will you be discovering things along the way? If discovering, what are the phases of the project that could be repeated to ensure that stakeholders are involved appropriately at the right times, and that the project moves forward with appropriate definition? Please also leave a positive or curious comment on at least one other person’s post and respond to any questions left on your post.
Assignment: Project Integration Matrix
Graded as Pass/Fail
Graded as Pass/Fail Assignments are due by midnight on Sunday.
Blank Project Integration Template
Open to download resource.
Open to download resource.
Project Integration Example - Great Turtle Tales Walking Tours
Open to download resource.
Open to download resource.
Live Session - March 29 (Optional)
Select the "View On-Demand Recording" button to begin.  |  60 minutes  |   Closed captions available
Select the "View On-Demand Recording" button to begin.  |  60 minutes  |   Closed captions available
Live Session - March 30 (Optional)
Select the "View On-Demand Recording" button to begin.  |  60 minutes  |   Closed captions available
Select the "View On-Demand Recording" button to begin.  |  60 minutes  |   Closed captions available
Week Two Reflection
2 Questions  |  Unlimited attempts  |  0/2 points to pass
2 Questions  |  Unlimited attempts  |  0/2 points to pass
Week Three: April 3 - April 9
Week Three Video: Defining a Project
Open to view video.  |   Closed captions available  |  33 minutes
Open to view video.  |   Closed captions available  |  33 minutes
Week Three PowerPoint
Open to download resource.
Open to download resource.
Bonus Material: Defining a Project
Open discussion to continue.
Open discussion to continue. Please share any resources and materials that are relevant to this week’s focus.
Discussion: Commitment
Make 1 discussion post to continue.
Make 1 discussion post to continue. Please make a discussion post answering the following question: - For your project, what are the most important elements that need commitment? Things to consider: What are the things that sponsors care about the most and need to feel in control of? What are the fuzzy areas of the project that you need some clarity on? What aspects of the project that are critical to success or successful implementation? Please also leave a positive or curious comment on at least one other person’s post and respond to any questions left on your post.
Assignment: Project Charter
Graded as Pass/Fail
Graded as Pass/Fail Assignments are due by midnight on Sunday. Please upload the assignment as a pdf.
Project Charter Template
Open to download resource.
Open to download resource.
Project Charter Example - Great Turtle Tales Walking Tour
Open to download resource.
Open to download resource.
Live Session - April 5 (Optional)
Select the "View On-Demand Recording" button to begin.  |  60 minutes  |   Closed captions available
Select the "View On-Demand Recording" button to begin.  |  60 minutes  |   Closed captions available
Live Session - April 6 (Optional)
Select the "View On-Demand Recording" button to begin.  |  60 minutes  |   Closed captions available
Select the "View On-Demand Recording" button to begin.  |  60 minutes  |   Closed captions available
Week Three Reflection
2 Questions  |  1 attempt  |  0/2 points to pass
2 Questions  |  1 attempt  |  0/2 points to pass
Week Four: April 10 - 16
Week Four Video: People
Open to view video.  |   Closed captions available  |  55 minutes
Open to view video.  |   Closed captions available  |  55 minutes
Week Four PowerPoint
Open to download resource.
Open to download resource.
Bonus Material: Stakeholders
Make 1 discussion post to continue.
Make 1 discussion post to continue. Please share any resources and materials that are relevant to this week’s focus.
Discussion: People/Stakeholders
Make 1 discussion post to continue.
Make 1 discussion post to continue. Please make a discussion post answering the following question: - Who are some people in your project who are very supportive and how will they help the project move forward? Who are some people in your projects who are resistant and how might you engage them to minimize that impact? Things to consider: Things to consider: Are there people on the project that have high levels of power, interest, influence and engagement on a project? Are they supportive and if so, how can you utilize that support? Are they resistant and if so, how can you balance or minimize that? Please also leave a positive or curious comment on at least one other person’s post and respond to any questions left on your post.
Assignment: Stakeholder Matrix
Graded as Pass/Fail
Graded as Pass/Fail Assignments are due by midnight on Sunday.
Stakeholder Matrix Template
Open to download resource.
Open to download resource.
Stakeholder Matrix Example - Great Turtle Tales Walking Tour
Open to download resource.
Open to download resource.
Live Session - April 12 (Optional)
04/12/2023 at 5:00 PM (EDT)  |  60 minutes
04/12/2023 at 5:00 PM (EDT)  |  60 minutes
Live Session - April 13 (Optional)
04/13/2023 at 9:00 AM (EDT)  |  60 minutes
04/13/2023 at 9:00 AM (EDT)  |  60 minutes
Week Four Reflection
2 Questions  |  1 attempt  |  0/2 points to pass
2 Questions  |  1 attempt  |  0/2 points to pass
Week Five: April 17 - 23
Week Five Video: Big Picture Planning
Open to view video.  |   Closed captions available  |  24 minutes
Open to view video.  |   Closed captions available  |  24 minutes
Week Five PowerPoint
Open to download resource.
Open to download resource.
Bonus Material: Risk and Scope
Make 1 discussion post to continue.
Make 1 discussion post to continue. Please share any resources and materials that are relevant to this week’s focus.
Discussion: Risk/Uncertainty
Make 1 discussion post to continue.
Make 1 discussion post to continue. Please make a discussion post answering the following questions: What are negative areas of uncertainty with your project and how might you minimize the threats they present? What are areas of positive uncertainty and how might you take advantage of the opportunities they may present? Please also leave a positive or curious comment on at least one other person’s post and respond to any questions left on your post.
Assignment: Project Risk Matrix
Graded as Pass/Fail
Graded as Pass/Fail Assignments are due by midnight on Sunday.
Project Risk Matrix Template
Open to download resource.
Open to download resource.
Project Risk Matrix Example - Great Turtle Tales Walking Tour
Open to download resource.
Open to download resource.
Live Session - April 19 (Optional)
Select the "View On-Demand Recording" button to begin.  |  54 minutes  |   Closed captions available
Select the "View On-Demand Recording" button to begin.  |  54 minutes  |   Closed captions available
Live Session - April 20 (Optional)
Select the "View On-Demand Recording" button to begin.  |  56 minutes  |   Closed captions available
Select the "View On-Demand Recording" button to begin.  |  56 minutes  |   Closed captions available
Week Five Reflection
2 Questions  |  1 attempt  |  0/2 points to pass
2 Questions  |  1 attempt  |  0/2 points to pass
Week Six: April 24 - 30
Week Six Video: Planning in the Weeds
Open to view video.  |   Closed captions available  |  33 minutes
Open to view video.  |   Closed captions available  |  33 minutes
Simple Gannt Chart Demonstration
Open to view video.  |   Closed captions available
Open to view video.  |   Closed captions available
Week Six PowerPoint
Open to download resource.
Open to download resource.
Bonus Material: Planning in the Weeds
Make 1 discussion post to continue.
Make 1 discussion post to continue. Post any resources relevant to this week's focus.
Discussion: Precedence
Make 1 discussion post to continue.
Make 1 discussion post to continue. Please make a discussion post answering the following question: - What are areas of precedence or dependency in your project and how will you take them into consideration when creating a project plan? Things to consider: When you are breaking down the work of the project, where are areas that are connected to other tasks or activities? How will those connections impact the other tasks and activities? Is there a certain order that has to happen for different tasks or activities? Please also leave a positive or curious comment on at least one other person’s post and respond to any questions left on your post.
Assignment: Gantt Chart
Graded as Pass/Fail
Graded as Pass/Fail Using whatever tool works best for you, create a Gantt Chart for your project. Save it as a PDF file if possible (an image file or word document is acceptable if necessary) and upload it to the platform. The Simple Gantt Chart template available for Excel is provided.
Assignment Reflection, if not included with chart
Graded as Pass/Fail
Graded as Pass/Fail
Gantt Chart Template
Open to download resource.
Open to download resource.
Gantt Chart Example: Fall Move
Open to download resource.
Open to download resource.
Live Session - April 26 (Optional)
Select the "View On-Demand Recording" button to begin.  |  60 minutes  |   Closed captions available
Select the "View On-Demand Recording" button to begin.  |  60 minutes  |   Closed captions available
Live Session - April 27 (Optional)
Select the "View On-Demand Recording" button to begin.  |  60 minutes  |   Closed captions available
Select the "View On-Demand Recording" button to begin.  |  60 minutes  |   Closed captions available
Week Six Reflection
2 Questions  |  1 attempt  |  0/2 points to pass
2 Questions  |  1 attempt  |  0/2 points to pass
Week Seven: May 1 - 7
Week Seven Video: Execution
Open to view video.  |   Closed captions available  |  23 minutes
Open to view video.  |   Closed captions available  |  23 minutes
Week Seven PowerPoint
Open to download resource.
Open to download resource.
Discussion: Change
Make 1 discussion post to continue.
Make 1 discussion post to continue. Please make a discussion post answering the following question: - What are at least two areas of your project that may require a change to the charter or project and how will you approach handling that? Things to consider: What areas of uncertainty (risk) are mostly likely to happen. If they do and a major change is required, who will need to approve it and what will the process be? Please also leave a positive or curious comment on at least one other person’s post and respond to any questions left on your post.
Bonus Material: Execution and Change
Make 1 discussion post to continue.
Make 1 discussion post to continue.
Assignment: Change Management Template
Graded as Pass/Fail
Graded as Pass/Fail Assignments are due by midnight on Sunday
Change Management Template
Open to download resource.
Open to download resource.
Change Management Template Example - MMA Conference
Open to download resource.
Open to download resource.
Live Session - May 3 (Optional)
Select the "View On-Demand Recording" button to begin.  |  60 minutes  |   Closed captions available
Select the "View On-Demand Recording" button to begin.  |  60 minutes  |   Closed captions available
Live Session - May 4 (Optional)
Select the "View On-Demand Recording" button to begin.  |  60 minutes  |   Closed captions available
Select the "View On-Demand Recording" button to begin.  |  60 minutes  |   Closed captions available
Week Seven Reflection
2 Questions  |  1 attempt  |  0/2 points to pass
2 Questions  |  1 attempt  |  0/2 points to pass
Week Eight: May 8 - 14
Week Eight Video: Closing
Open to view video.  |   Closed captions available  |  32 minutes
Open to view video.  |   Closed captions available  |  32 minutes
Week Eight PowerPoint: Closing
Open to download resource.
Open to download resource.
Discussion: Closing
Make 1 discussion post to continue.
Make 1 discussion post to continue. Please make a discussion post answering the following question: - What are the final steps to your project that will allow you to feel a sense of completion? Things to consider: What tasks that tend to hang on that need to be completed to feel closure? What is the process you will use to evaluate the project? What information do you need to keep from the project and where will it be kept? Please also leave a positive or curious comment on at least one other person’s post and respond to any questions left on your post.
Bonus Material: Closing
Make 1 discussion post to continue.
Make 1 discussion post to continue. Post any relevant resources for the topic this week.
Assignment: Goals and Objectives Review
Graded as Pass/Fail
Graded as Pass/Fail Use the template provided to reflect on the completion of the goals and objectives for the project. You may have to use your imagination. Remember to add a reflection about your reflection.
Goals and Objectives Review Template
Open to download resource.
Open to download resource.
Goals and Objectives Review Example - 2022 MMA Conference
Open to download resource.
Open to download resource.
Instructor Survey
Recorded 05/07/2023  |  60 minutes
Recorded 05/07/2023  |  60 minutes Please provide feedback to Lisa about your course experience.
Live Session - May 10 (Optional)
05/10/2023 at 5:00 PM (EDT)  |  60 minutes
05/10/2023 at 5:00 PM (EDT)  |  60 minutes
Live Session - May 18 (Optional)
05/18/2023 at 9:00 AM (EDT)  |  60 minutes
05/18/2023 at 9:00 AM (EDT)  |  60 minutes
Course Survey and Certificate Of Completion
Course Survey
13 Questions
13 Questions Please note the survey must be completed and a passing grade must be achieved before the Certificate of Completion is available.
Certificate of Completion
0 credits  |  Certificate available
0 credits  |  Certificate available Successful completion of this course will earn a Certificate of Completion from AASLH.

Cancellation/Refunds for onsite workshops must be submitted in writing via email to learn@aaslh.org or mail to 2021 21st Ave S., Suite 320 Nashville, TN 37212. Cancellations made prior to the early-bird registration deadline date will receive a full refund. Cancellations made between the early-bird deadline date and eight days prior to the workshop will be subject to a $55 processing/materials charge. No refunds will be given within seven days of the workshop date. AASLH is not responsible for cancellations that were mailed or emailed but never received.

Cancellations/Refunds for online professional development (webinars and online courses) must be submitted in writing via email to learn@aaslh.org or mail to 2021 21st Ave S., Suite 320 Nashville, TN 37212. Cancellations made prior to the start date for the online course or the day of the webinar will be given a full refund. No refund will be given after the start date for the online course or on/after the day of the webinar. Registrants may transfer their registration to another person. Registrations cannot be transferred between courses or course sessions. AASLH is not responsible for cancellations that were mailed or emailed but never received.