From Chaos to Clarity: Project Management Lessons for Instructional Designers

Illustration representing project management clarity for instructional designers.
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January 16, 2026
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Illustration representing project management clarity for instructional designers.

Instructional designers rarely enter the field expecting to become project managers. Yet somewhere between kickoff meetings, stakeholder reviews, shifting timelines, and last-minute changes, many instructional designers find themselves managing complex learning projects without ever being formally prepared to do so.

This reality was at the center of a recent episode of Instructional Designers in Offices Drinking Coffee, where we were joined by Guieswende Rouamba, PhD, instructional design scholar and author of The Instructional Designers’ Guide to Project Management. What emerged from the conversation was not a rigid framework or a checklist, but a practical truth many L&D professionals recognize immediately: effective project management in instructional design is as much about people and alignment as it is about schedules and deliverables.

For instructional designers feeling stretched thin, this conversation offers a clear path from chaos to clarity.

Why L&D Work Feels More Overwhelming Than Ever

Learning and development projects today are significantly more complex than they were even a few years ago. Instructional designers are expected to collaborate across teams, manage subject matter experts with limited availability, design for multiple delivery modalities, and support learning programs that evolve continuously over time.

What has changed just as dramatically are the expectations placed on instructional designers themselves. In the past, many learning initiatives included a dedicated project manager responsible for coordination, timelines, and stakeholder communication. Over time, that role has become less common across L&D teams.

Today, instructional designers are frequently expected to assume the project management role themselves, or to manage projects while simultaneously performing design and development work. This shift does not simply add responsibility; it introduces competing demands. Designers must think strategically, manage people and processes, communicate with stakeholders, and still deliver high-quality learning experiences.

When the feeling of being overwhelmed sets in, it is rarely due to a lack of skill. It is far more often the result of an expanded role without corresponding changes to structure, process, or support.

“I Had a PhD and Still Wasn’t Prepared”

One of the most striking moments in the conversation came when Guieswende reflected on his own academic journey. Despite earning both a master’s degree and a PhD in instructional design and technology, he had never taken a formal course in project management.

That realization ultimately led him to write The Instructional Designers’ Guide to Project Management, a practical resource shaped by experience rather than theory alone.

“I had a master’s and a PhD in instructional design, and I never took a single course on project management.”

Instructional design models provide strong guidance for analysis, design, development, and evaluation. What they often do not address is how work moves through organizations, how decisions are made, and how people experience the process behind the learning.

Video transcript

Project context

[00:00] Recently I was brought in as a consultant to work on a project.

[00:04] The goal of the project was to transition a set of courses from traditional training like face to face to online.

[00:08] Money was not a problem.

[00:12] We already had the content. The CEO was really invested because he was the project sponsor.

[00:20] So what I did was like, oh, we have everything, let's jump in and then start designing.

[00:23] We work around the learning goals, the assessments, all the good things that goes around making a good course.

What happened

[00:31] We even got a very expensive learning management system.

[00:34] But I quickly realized that it was a lot of work, people starting to complain.

[00:39] And then the Co one, they told me we're going to shut this project, it's not going to work out.

[00:47] After reflection and after looking at project management principle, I think I've made two big mistakes.

Mistake 1: Not planning (and misjudging capacity)

[00:51] The first one I didn't plan.

[00:56] I had no idea was planning was and specially planning capacity right?

[01:02] And as estimated the Emmanuel required to do the project.

[01:08] Now when I have a project, I try to plan and then over plan.

[01:11] I don't underestimate my capacity.

Mistake 2: Not aligning to the sponsor’s vision

[01:11] Secondly, the biggest mistake was that I didn't see the CEO vision for the post because at

[01:17] the end he told me actually what he wanted was him teaching life

[01:22] everyone and people joining

[01:25] and asking questions that I think that is the main reason why he closed the project.

Key takeaway: Define success up front

[01:29] So another key lesson for me at the beginning of the project, one thing I always ask is

[01:35] what does success look like for you? What's your vision?

[01:40] If I don't have that, it can be a recipe for failure.

When Projects Struggle, Content Is Rarely the Root Cause

One story from the episode illustrated this clearly. Guieswende described a well-funded project with executive sponsorship, existing content, and modern learning technology. Despite these advantages, the project was ultimately shut down.

The issues were not related to instructional quality. Instead, there was no shared definition of success, no realistic capacity planning, and no alignment around the stakeholder’s vision for how learning would be delivered. What leadership envisioned as a live, interactive experience was designed as a self-paced online course.

Misalignments like this are common, even if they are not always as visible or consequential as a canceled initiative. More often, they surface as rework late in development, extended review cycles, missed expectations, or timelines that quietly slip.

These challenges are rarely solved by better storyboards or more polished media. What prevents them is clear planning, shared documentation, and early validation of expectations, before development momentum makes meaningful course correction difficult. Collaborative environments that support shared visibility, structured review processes, lifecycle management, and ongoing insight into project status can play an important role in reinforcing that alignment.

Project Management Is Really People Management

A central theme of the conversation was the idea that project management is fundamentally about working with people.

Guieswende explores this extensively in his book, drawing on Transactional Analysis, a framework developed by Eric Berne. The model describes three ego states that shape how individuals communicate and respond:

  • Parent: directive, authoritative, rule-focused
  • Child: reactive, emotional, resistant, or avoidant
  • Adult: rational, reflective, and solution-oriented

These ego states appear regularly in learning projects. Stakeholders disengage when overwhelmed. Team members react defensively when expectations are unclear. Designers assert control when timelines feel threatened.

“It’s not project management. It’s people management.”

Recognizing these patterns helps instructional designers respond more intentionally, keep discussions productive, and maintain focus on shared goals.

Video transcript

Origin of the three ego states

[00:00] The three ego state was created by Eric Berne in 1964 and he called it the

[00:05] transactional framework analysis.

Transactional analysis overview

[00:10] And the transactional framework analysis says that we navigate between the parent ego state,

The three ego states

[00:14] the adult ego state,

[00:18] and the child ego state.

Ego states in problem solving

[01:14] trying to solve the problem.

[01:18] So when we're able to see those 3 ego states and then when we're in meetings,

Applying ego awareness in projects

[01:23] we need to check our egos because when we

[01:26] don't do that, it can easily derail the project.

The Planning Step Instructional Designers Often Skip

Instructional designers are trained to move quickly into design. Planning, by contrast, can feel slow or administrative. Yet planning is where many projects succeed or fail long before development begins.

Guieswende advocates expanding traditional ADDIE thinking by emphasizing a formal planning stage, often referred to as PADDIE. In practice, this means clearly defining eight foundational elements:

  1. Goal and vision
  2. Stakeholders
  3. Deliverables
  4. Acceptance criteria
  5. Exclusions
  6. Timeline
  7. Budget
  8. Constraints

Exclusions and constraints are especially critical and frequently overlooked. Explicitly stating what will not be done is just as important as defining what will.

Planning documents should not be static. They should evolve alongside the project, serving as living references that capture decisions and guide future work. When these materials are stored centrally with the learning project itself, teams gain continuity, clarity, and accountability over time.

Video transcript

Why planning matters in instructional design projects

[00:00] In my book, one of the most important thing I'll talk

[00:03] about is the planning document. We instructional designers usually don't

[00:07] take time to plan. We love design leadership,

[00:10] says instructional designers, developer training.

[00:13] And then we just jump into and start. But actually we need to spend a lot of

[00:17] time in the planning stage.

PADDIE and the missing planning stage

[00:21] That's the reason why the military created the Paddy model.

[00:25] They added the P to the Addie model because we're missing the planning stage

[00:29] and the planning stage involved 8 elements.

The 8 elements for project planning

[00:30] The goal of the project, the vision.

[00:35] We need to identify the stakeholders, deliverables.

[00:38] What are the elements of the end product acceptance criteria?

[00:41] What does success look like?

Exclusions and scope control

[00:41] Exclusions. What are the things we are not going to do?

[00:46] We can't do everything. For example, we're not going to hire a contractor.

[00:50] Has to be clear for everyone.

Timeline and estimation bias

[00:50] Timeline is one of the most difficult one because there are so many biases that makes that

[00:55] very difficult to estimate.

Budget and constraints

[00:58] The other element is budget. How much money are we allocating

[01:00] the project and is there any wiggle room?

[01:05] Lastly, constraints. What are the constraints in terms of resources, time, money, technology?

Key takeaway

[01:10] These are the 8 elements.

[01:13] When we have those, we spend time planning those eight elements. Usually the project can succeed.

Reducing Burnout Through Better Process Design

Burnout among instructional designers is often attributed to workload alone. In reality, it is frequently the result of unclear scope, unrealistic expectations, and unmanaged dependencies.

Good project management practices reduce burnout by making work visible, aligning expectations early, and creating space for honest conversations about capacity and constraints. Regular check-ins, even brief ones, help surface issues before they become crises.

“If we don’t have good processes, it can lead to burnout.”

Sustainable instructional design work depends as much on how projects are managed as on what is ultimately produced.

AI Changes the Speed, Not the Responsibility

Artificial intelligence is increasingly being used to support project management tasks, from drafting planning documents to summarizing meetings and estimating timelines.

These tools can accelerate work significantly, but they also amplify existing conditions. Clear goals and governed, approved source materials lead to faster alignment. Vague objectives and conflicting assumptions lead to faster confusion.

“AI amplifies the good and the bad. If your process is unclear, it will speed up the chaos.”

AI can support instructional designers, but it does not replace critical thinking, human judgment, or accountability.

Video transcript

How teams are using AI to speed up scoping and estimates

[00:00] People use AI now to have better scoping document.

[00:03] What used to take like 2 days for scoping document can be done like a few minutes

[00:08] and then we can reiterate on that. People also putting all their timelines

[00:12] to be able to estimate how much it takes to design a course.

[00:16] So they have a repository where they put all the timeline and asking AI to predict.

[00:21] There are so many cool things. It helps speed up the whole process.

AI amplifies both good and bad processes

[00:25] But what I find is that AI amplifies everything, the good and the bad.

When processes are strong

[00:30] If we have good processes like the goals to workflow,

[00:33] the deliverables are well done, the output will be nice, will be fast,

[00:38] and then we'll be efficient.

When processes are unclear

[00:41] But on the other side, if we have a clear goal and clear processes and we put that into AI,

[00:45] it's going to speed up the chaos and everything will be misaligned and then faster.

Key takeaway

[00:50] So garbage in, garbage out.

Closing Projects Well Is Part of the Work

How a project ends matters. Effective closeout includes reflection, documentation, and recognition of effort, not blame.

Well-run retrospectives focus on learning: what worked, what did not, and what should change next time. Properly closing and organizing project assets also ensures future updates are easier and less disruptive.

When projects close well, teams are better positioned for long-term success.

Bring Your Heart

As the conversation concluded, Guieswende offered a simple but powerful reminder:

“If you say yes to a project, bring your heart.”

Structure, tools, and frameworks matter. So do empathy, honesty, and connection. Instructional design is human work, created by people for people. When projects are approached with both clarity and care, they become more sustainable, more effective, and more rewarding.

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