{"id":9068,"date":"2025-11-28T09:07:21","date_gmt":"2025-11-28T09:07:21","guid":{"rendered":"https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/?page_id=9068"},"modified":"2026-04-01T15:46:30","modified_gmt":"2026-04-01T14:46:30","slug":"from-how-long-is-a-piece-of-string-to-evidence-based-project-planning","status":"publish","type":"page","link":"https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/from-how-long-is-a-piece-of-string-to-evidence-based-project-planning\/","title":{"rendered":"From &#8220;how long is a piece of string?&#8221; to evidence-based project planning"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Solving the e-learning costing conundrum<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">The impossible request<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Have you ever been asked, <em>\u201cCan you just give me a quick quote for some e-learning?\u201d<\/em> with no details about scope, audience, or complexity? If so, you\u2019ll know the frustration of the \u201cpiece of string\u201d problem: being asked to estimate something without the information needed to make that estimate meaningful.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"540\" src=\"https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide2.jpeg\" alt=\"&quot;Can you give me a quote for some e-learning? I need it for a research proposal deadline on Friday.&quot;\nWhat we don't know...\nScope and complexity\nLearning outcomes\nTarget audience\nPlatform requirements\nMedia needs\nCompliance requirements\nTimeline expectations\" class=\"wp-image-9075\" srcset=\"https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide2.jpeg 960w, https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide2-300x169.jpeg 300w, https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide2-768x432.jpeg 768w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">At the University of Southampton, we\u2019ve developed a systematic approach to transform vague requests into realistic, evidence-based project plans. Here\u2019s how.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">The challenge: vague requests and unrealistic expectations<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Colleagues often approach us with urgent deadlines and minimal detail. They might know the topic and desired duration, but not the learning outcomes, platform requirements, or compliance needs. Yet they expect a reasonable quote.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Without understanding scope and complexity, any figure is guesswork. A simple text-based module might take 120 hours, while an immersive simulation could require 750 hours or more. The difference is huge &#8211; and stakeholders rarely appreciate this upfront.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Why systematic scoping matters<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Whether you\u2019re in higher education, corporate training, or healthcare, the underlying challenge is the same: you need to uncover true project complexity before making estimates. This isn\u2019t just about costing &#8211; it\u2019s about resource allocation, timeline planning, and quality assurance.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"540\" src=\"https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide3.jpeg\" alt=\"Beyond monetary costing: Why systematic scoping matters.\nDifferent institutional contexts, same challenge:\nResearch universities: Formal costing for grant applications\nTeaching-focused institutions: Capacity planning and workload allocation\nCommercial training providers: Client quotations and project scoping\nInternal learning teams: Resource allocation across competing projects.\nAppropriate resource allocation\nRealistic timeline estimation\nStakeholder expectation management\nQuality assurance.\" class=\"wp-image-9076\" srcset=\"https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide3.jpeg 960w, https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide3-300x169.jpeg 300w, https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide3-768x432.jpeg 768w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Building on research: evidence-based time allocation<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Our framework draws on industry benchmarks like Chapman Alliance\u2019s 2010 study and recent data from ATD and Christy Tucker. For example:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Basic content<\/strong>: ~113 hours per 60-minute course<\/li>\n\n\n\n<li><strong>Intermediate interactive<\/strong>: ~534 hours<\/li>\n\n\n\n<li><strong>Advanced simulation<\/strong>: ~750 hours<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">These figures include compliance, accessibility, SME involvement, and review cycles &#8211; factors often overlooked in quick estimates.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"540\" src=\"https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide4.jpeg\" alt=\"Building on research: Evidence-based time allocation.\nChapman Alliance (2010): Industry benchmark study\n\t249 organisations, 3,947 learning professionals\n\tLevel 1 (basic): 79 hours per finished hour\n\tLevel 2 (interactive): 184 hours per finished hour\nOur framework: Three tiers for healthcare\/HE context\n\tBasic content: 113 hours per 60-minute course\n\tIntermediate interactive: 534 hours per 60-minute course\n\tAdvanced simulation: 750 hours per 60-minute course\n\tIncludes: compliance requirements, SME involvement, accessibility implementation, review cycles\" class=\"wp-image-9077\" srcset=\"https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide4.jpeg 960w, https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide4-300x169.jpeg 300w, https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide4-768x432.jpeg 768w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">What drives complexity?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Several elements can dramatically increase development time:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Scenario-based learning<\/strong>: Each branching scenario adds 40\u201375 hours.<\/li>\n\n\n\n<li><strong>Compliance<\/strong>: WCAG 2.1 AA adds ~35% to development time.<\/li>\n\n\n\n<li><strong>SME involvement<\/strong>: Healthcare projects require ~35% of total time for SME review.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">These multipliers often surprise stakeholders &#8211; and they\u2019re why systematic questioning is essential.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"540\" src=\"https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide5.jpeg\" alt=\"What transforms &quot;simple&quot; projects into complex ones.\nScenario-based learning\n\u2022\tModerate scenario (3\u20134 decisions): +~42 hours\n\u2022\tComplex scenario (5+ pathways): +~75 hours\n\u2022\tMultiple scenarios multiply quickly\nCompliance requirements\n\u2022\tPSBAR compliance including WCAG 2.1 AA: +35% development time\n\u2022\tEAA compliance: Additional +5%\n\u2022\tSubject matter expert involvement\n\u2022\tHealthcare content: 35% of total time\n\u2022\tGeneral content: 30% of total time\n\u2022\tOften underestimated or forgotten entirely\n\" class=\"wp-image-9078\" srcset=\"https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide5.jpeg 960w, https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide5-300x169.jpeg 300w, https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide5-768x432.jpeg 768w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Our solution: <a href=\"https:\/\/edshare.soton.ac.uk\/22401\/\">20 essential questions<\/a><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">We created a <a href=\"https:\/\/edshare.soton.ac.uk\/22401\/\">structured question set<\/a> covering:<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li><strong>Project fundamentals<\/strong>: Purpose, audience, governance<\/li>\n\n\n\n<li><strong>Learning design<\/strong>: Outcomes, instructional strategy, scenario needs<\/li>\n\n\n\n<li><strong>Compliance and delivery<\/strong>: Accessibility, platform, media<\/li>\n\n\n\n<li><strong>Resources and risk<\/strong>: Timeline, SME availability, budget<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">This transforms the conversation from \u201cgive me a quote\u201d to \u201clet\u2019s define what\u2019s feasible.\u201d<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"540\" src=\"https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide6.jpeg\" alt=\"From vague requests to defined projects: 20 essential questions.\n\u2022\tProject fundamentals (Questions 1\u20132)\n\u2022\tPurpose, audience, strategic alignment\n\u2022\tStakeholder management and governance\n\u2022\tLearning design (Questions 3\u20137)\n\u2022\tLearning outcomes and instructional strategy\n\u2022\tContent complexity and structure\n\u2022\tScenario and assessment requirements\n\u2022\tCompliance and delivery (Questions 8\u201313)\n\u2022\tRegulatory requirements and accessibility\n\u2022\tPlatform selection and media specifications\n\u2022\tResources and risk (Questions 14\u201320)\n\u2022\tTimeline, SME availability, budget\n\u2022\tRisk assessment and quality assurance\n\" class=\"wp-image-9079\" srcset=\"https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide6.jpeg 960w, https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide6-300x169.jpeg 300w, https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide6-768x432.jpeg 768w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">The calculator: From inputs to insights<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To support this process, we built an Excel-based calculator that:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Guides scoping conversations with dropdown menus and validation<\/li>\n\n\n\n<li>Applies evidence-based multipliers for complexity and compliance<\/li>\n\n\n\n<li>Outputs a clear cost and time breakdown for stakeholders<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">It\u2019s not just a costing tool &#8211; it\u2019s an educational tool that helps colleagues understand what quality e-learning really involves.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"540\" src=\"https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide7.jpeg\" alt=\"\" class=\"wp-image-9080\" srcset=\"https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide7.jpeg 960w, https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide7-300x169.jpeg 300w, https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide7-768x432.jpeg 768w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"540\" src=\"https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide8.jpeg\" alt=\"\" class=\"wp-image-9081\" srcset=\"https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide8.jpeg 960w, https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide8-300x169.jpeg 300w, https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide8-768x432.jpeg 768w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Benefits we\u2019ve seen so far<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Improved accuracy<\/strong> in project scoping<\/li>\n\n\n\n<li><strong>Reduced scope creep<\/strong><\/li>\n\n\n\n<li><strong>Better stakeholder understanding<\/strong> of complexity<\/li>\n\n\n\n<li><strong>Higher confidence in delivery timelines<\/strong><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">And perhaps most importantly, better working relationships &#8211; because transparency builds trust.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"540\" src=\"https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide11.jpeg\" alt=\"Before and after: How the calculator transforms conversations.\nBefore the calculator \n\tVague requests with unrealistic expectations\n\tTime estimates pulled from thin air\n\tScope creep during development\n\tFrustrated stakeholders and overworked teams\n\tProjects that don't deliver quality\nAfter the calculator\n\tSystematic discovery of true requirements\n\tEvidence-based, defensible estimates\n\tClear understanding of trade-offs\n\tInformed scope decisions\n\tRealistic timelines and resource allocation\nEarly pilot results:\n\tImproved accuracy of project scoping\n\tBetter stakeholder understanding of complexity\n\tReduced scope creep\n\tMore realistic timeline expectations\n\tHigher confidence in delivery\n\" class=\"wp-image-9082\" srcset=\"https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide11.jpeg 960w, https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide11-300x169.jpeg 300w, https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide11-768x432.jpeg 768w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Getting started<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">You don\u2019t need the full calculator to begin. Start with the <a href=\"https:\/\/edshare.soton.ac.uk\/22401\/\">20-question framework<\/a>. Track actual project time honestly. Compare estimates to actual time taken. Over time, you\u2019ll build your own evidence base and improve accuracy.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"540\" src=\"https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide12.jpeg\" alt=\"Your expertise: What would make this work in your context? \nWhat would you need to ask that we haven't included? Are there essential scoping questions we've missed? \nWhat institutional factors are critical in your setting that might not be as important in ours? For example, if you work in FE rather than HE, or in commercial training rather than public sector, what changes? \nWhere do you lack reliable data for estimation? We've based our framework on Chapman, ATD, Moore, and our own experience, but are there areas where you simply don't have good benchmark data? This might be where we could collaborate as a sector\nHow would you need to adapt this approach for your context? Would you need different tiers? Different multipliers? Different outputs? \" class=\"wp-image-9083\" srcset=\"https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide12.jpeg 960w, https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide12-300x169.jpeg 300w, https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide12-768x432.jpeg 768w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Key takeaways<\/h2>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Systematic questioning transforms vague requests into defined projects.<\/li>\n\n\n\n<li>Evidence-based estimation is possible and valuable.<\/li>\n\n\n\n<li>Transparency improves relationships rather than complicates them.<\/li>\n\n\n\n<li>Start simple and build over time.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">The \u201cpiece of string\u201d problem is solvable &#8211; not perfectly, but well enough to change how we work and how we\u2019re perceived.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"540\" src=\"https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide14.jpeg\" alt=\"Current limitations:\n\tBased primarily on UK HE context\n\tHealthcare\/clinical content emphasis\n\tLimited data on AI impact (rapidly evolving)\n\tSME rates vary widely by discipline\n\tPlatform-specific to our institutional choices\n\t\nOngoing development\n\tValidating with more diverse project types\n\tIncorporating feedback from pilot implementations\n\tMonitoring AI impact on development time\n\tExploring sector-wide benchmark data collection\n\tDeveloping guidance for different institutional contexts\n\tMedia costings\n\t\nWhat we still need:\n\tMore comprehensive sector benchmark data\n\tEvidence on long-term project accuracy\n\tUnderstanding of AI's true impact\n\tValidation across different institutional types\n\" class=\"wp-image-9084\" srcset=\"https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide14.jpeg 960w, https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide14-300x169.jpeg 300w, https:\/\/generic.wordpress.soton.ac.uk\/digital-learning\/wp-content\/uploads\/sites\/321\/2025\/11\/Slide14-768x432.jpeg 768w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Want to learn more?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">We\u2019re piloting this framework during 2025\/26. We are currently working on redeveloping the media production costing. If you\u2019d like to collaborate on sector-wide benchmarking, get in touch: <strong>Tamsyn Smith<\/strong> \u2013 <a href=\"mailto:T.M.Smith@soton.ac.uk\">T.M.Smith@soton.ac.uk<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Key research cited:<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Chapman, B. (2010). <a href=\"https:\/\/www.cedma-europe.org\/newsletter%20articles\/misc\/How%20long%20does%20it%20take%20to%20develop%20training%20by%20Brian%20Chapman%20(Sep%2010).pdf\">How long does it take to create learning?<\/a> Chapman Alliance LLC<\/li>\n\n\n\n<li>Defelice, R. (2023). <a href=\"https:\/\/www.td.org\/content\/td-magazine\/want-to-speed-up-training-development-time\">Want to speed up training development time?<\/a> TD Magazine<\/li>\n\n\n\n<li>Moore, C. (n.d.). <a href=\"https:\/\/blog.cathy-moore.com\/scenario-based-training-headquarters\/scenario-examples\/#gref\">Scenario based training examples.<\/a> blog.cathy-moore.com<\/li>\n\n\n\n<li>Tucker, C. (2025). <a href=\"https:\/\/christytuckerlearning.com\/time-estimates-for-e-learning-development\/\">Time estimates for elearning development.<\/a> christytuckerlearning.com<\/li>\n\n\n\n<li>Piskurich, G. M. (2015). <a href=\"https:\/\/www.amazon.co.uk\/Rapid-Instructional-Design-Learning-Right-ebook\/dp\/B00SL3ZC5Q\/ref=sr_1_3?crid=2DXKJLJHWU7Q4&amp;dib=eyJ2IjoiMSJ9.f4oUPbtp-8jPPMRqKWC_HBvLZua_UK84-zX2J5NLFlMobXvP5AY8uVG3YfAnO8HescM2vc-DnzNAM8ztjO0ckh80lK9X6aBykrYrEfB2st4.I_pUWP1o2oEInvuCRHFQh1uNu2I2Jl7XHCj_xqo5m7g&amp;dib_tag=se&amp;keywords=rapid+instructional+design&amp;qid=1764253440&amp;s=books&amp;sprefix=rapid+instructional+design%2Cstripbooks%2C79&amp;sr=1-3\">Rapid instructional design<\/a> (3rd ed.). Pfeiffer<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n\n\n\n<h2 class=\"wp-block-heading\">Associated resources<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/docs.google.com\/presentation\/d\/1b1TLdFTD4jpZY5slGK6uEeAq8Wkdac70\/edit?usp=sharing&amp;ouid=108382858545720995885&amp;rtpof=true&amp;sd=true\">&#8216;How long is a piece of string?&#8217; presentation delivered at ALTC25<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><a href=\"https:\/\/edshare.soton.ac.uk\/22401\/\">Essential scoping questions for SME discussion<\/a><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">This resource provides a comprehensive framework of 20 scoping questions designed to guide initial discussions between learning designers and subject matter experts (SMEs) when planning eLearning projects, particularly those with clinical or healthcare content.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The document systematically addresses critical project planning areas including strategic alignment, stakeholder management, learning design approaches, assessment strategies, accessibility requirements, technical specifications, and resource allocation. It incorporates evidence-based time estimates for different levels of content complexity (basic to advanced) and includes specific cost projections based on development hours.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Key features include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Structured questions covering project fundamentals through to risk management<\/li>\n\n\n\n<li>Specific guidance on scenario-based learning and branching complexity<\/li>\n\n\n\n<li>Compliance and accessibility considerations aligned with WCAG 2.1 AA standards<\/li>\n\n\n\n<li>Platform-specific development time estimates (Blackboard Ultra, Articulate Rise 360, Storyline 360)<\/li>\n\n\n\n<li>Budget frameworks with realistic hour-per-finished-content ratios<\/li>\n\n\n\n<li>Healthcare-specific considerations including clinical accuracy validation and SME involvement timeframes<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">This resource would be particularly valuable for learning designers initiating healthcare or clinically-focused eLearning projects, project managers establishing realistic timelines and budgets, or institutions seeking to standardise their eLearning scoping processes. The framework ensures comprehensive early-stage planning whilst managing scope, compliance requirements, and stakeholder expectations effectively.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Advice for reuse<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Contextualisation is essential<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">This framework has been developed specifically for healthcare and clinical eLearning projects within a university setting. Users should adapt the questions to reflect their own institutional context, regulatory requirements, and content areas. Remove or modify healthcare-specific elements (such as clinical accuracy validation cycles) if working in non-clinical domains.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Adjust time and cost estimates<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">The development time multipliers and hourly rates provided are indicative and based on specific institutional rates and circumstances. Recalculate these figures to reflect your own staffing costs, institutional overheads, and local market rates for media production. Time estimates may also vary depending on your team&#8217;s experience and available tools.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Tailor the scope to project scale<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Not all 20 question areas will be relevant for every project. Smaller-scale projects may require only a subset of these questions, whilst larger, more complex initiatives might benefit from the full framework. Use this as a starting point and select the sections most pertinent to your specific project requirements.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Update compliance and accessibility standards<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Ensure that referenced standards (such as WCAG 2.1 AA) remain current, as accessibility guidelines and regulatory requirements evolve over time. Replace or supplement these with any additional standards relevant to your jurisdiction or professional context.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Integrate with existing processes<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">This framework should complement, not replace, existing institutional project management or quality assurance processes. Align the scoping questions with your organisation&#8217;s established workflows, approval mechanisms, and documentation requirements to avoid duplication or confusion.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">UoS eLearning cost calculator V2<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">This evidence-based Excel calculator provides comprehensive time and cost estimates for eLearning development projects within higher education and healthcare contexts. The tool generates detailed project costings by incorporating multiple variables including content duration, platform selection, authoring tool requirements, scenario complexity, assessment specifications, compliance levels, and media production needs.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The calculator draws on peer-reviewed research and industry benchmarks (Chapman Alliance, 2010; ATD Research, 2023; Tucker, 2025) to produce realistic development time multipliers for different authoring tools and complexity levels. It automatically calculates platform-specific development hours (ranging from basic platform creation to advanced tools such as Articulate Storyline 360), applies appropriate compliance multipliers for WCAG 2.1 AA, PSBAR, and European Accessibility Act requirements, and generates risk assessments based on project specifications.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Key features include automatic platform selection based on target audience (Blackboard Ultra for students, Totara for staff, Course Catalog for external professionals), dynamic cost breakdowns showing development hours and associated costs, scenario-based learning calculations with complexity ratings, and integrated risk assessment with mitigation strategies.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The calculator is particularly suited for learning designers, project managers, and academic staff planning eLearning projects who require accurate budget estimates and timeline projections. It includes comprehensive maintenance documentation and lookup tables that can be updated to reflect changing institutional rates and industry standards.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Advice for reuse<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Update institutional rates and costs<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">The calculator uses specific hourly rates and cost structures that reflect University of Southampton&#8217;s internal pricing model. Before using this tool in another institution, update all financial figures in the &#8216;Lookup_Tables&#8217; sheet to reflect your own staffing costs, overheads, and media production rates. Annual licence costs for authoring tools should also be verified against current vendor pricing.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Verify platform compatibility<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">The calculator includes platform-specific configurations (Blackboard Ultra, Totara, Course Catalog) that auto-select based on target audience. Adapt these platform options and their associated development time multipliers to match your institution&#8217;s learning management systems and hosting arrangements. Remove or add platforms as appropriate for your context.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Review evidence sources and benchmarks<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Whilst the calculator is based on Chapman Alliance (2010), ATD Research (2023), and Tucker (2025) benchmarks, development times vary significantly across institutions depending on team experience, available resources, and quality expectations. Validate the time multipliers against your own institutional data and adjust accordingly. Consider conducting pilot projects to calibrate estimates to your specific context.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Adapt compliance requirements<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">The compliance levels reflect UK higher education regulatory requirements (PSBAR, WCAG 2.1 AA) and European Accessibility Act standards. Modify these to reflect your jurisdiction&#8217;s accessibility legislation and institutional policies. Remove EAA compliance options if not relevant to your geographic context, or add additional regulatory frameworks as needed.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Customise authoring tool options<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">The dropdown menu of authoring tools reflects tools available at University of Southampton. Update this list to include only tools available within your institution, and adjust the associated development time multipliers based on your team&#8217;s proficiency with each tool. Remove tools your institution does not licence to avoid confusion.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Test all formula dependencies<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">The calculator uses named ranges and complex formula dependencies across multiple sheets. After making any modifications to the &#8216;Lookup_Tables&#8217; or &#8216;Calculations&#8217; sheets, thoroughly test all formula outputs to ensure calculations remain accurate. The &#8216;Maintenance_Guide&#8217; sheet provides detailed documentation of the calculator&#8217;s architecture to support this process.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Adjust scenario complexity definitions<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">The scenario complexity levels (simple, moderate, complex) are defined by decision point counts that may not align with your institutional definitions. Review these thresholds and adjust both the categorical definitions and their associated development time multipliers to reflect your team&#8217;s typical scenario development workflows.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Align with existing project management processes<\/strong><\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">This calculator focuses specifically on development time and cost estimation. Integrate its outputs with your institution&#8217;s broader project management frameworks, quality assurance processes, and approval workflows. The tool should complement, not replace, existing governance structures for eLearning development projects.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Solving the e-learning costing conundrum The impossible request Have you ever been asked, \u201cCan you just give me a quick quote for some e-learning?\u201d with no details about scope, audience, or complexity? 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