Project Management

2 Scoping Your Project

Apurva Ashok and Zoe Wake Hyde

Getting started with your open textbook project, whether it’s your first or fiftieth, is always the hardest part. Before you get into full-swing with your project, here are some things to think about.

First up, you should know about some of the (many) things that go into publishing a textbook: planning, project management, recruiting, writing, editing, peer review, formatting, accessibility review, printing, and marketing. Some of these might happen simultaneously, and not every project will take the same approach to all of them, but remember, there is more to creating an open textbook than just writing the content.

It’s also important that you keep accessibility top of mind from the very beginning of your project. Thinking about accessibility as you are planning, writing, editing, revising, and formatting content will ensure that everyone can access your book from the moment of publication. Good accessibility practices benefit all readers, and the more that can be done during the creation process, the less remediation will be needed later.

You can also reflect at the beginning of your project what other motivations and values you bring to the table, and how you can build them into your open textbook. This might mean building a diverse and/or international team, developing content that reflects the experiences of your students, or pushes the boundaries of traditional teaching practices.

With all that in mind, let’s acknowledge it right away: you’ll likely find yourself saying at many stages of the process “this is a lot of work”. Creating an open textbook is no minor feat, but we want you to remember that you don’t have to do it alone. There are plenty of people who are willing to assist you, so you shouldn’t be afraid to ask for help. Look to your institution, colleagues, students, and the academic community more broadly to help. You should also be sure to step away from the project and take time off as needed – it’s important to look after yourself and keep things in perspective. Remember that it’s okay to put other priorities before your work on the project and deadlines.

Finally, your project, and the work that goes into making your open textbook, is worth talking about! We strongly believe that marketing is built into every stage of the publishing process, and starts right now. You may want to make announcements that you’re beginning a new project, that you’re excited about what will happen, and that you’ll keep others updated along the way. This is not only a great way to encourage eventual adoptions of the textbook, but also a good way to celebrate small victories and milestones along the way.

Outline

is to create an outline for your book. Just as the project proposal provided a frameword for what your project would become, the outline will do the same for the textbook. We encourage you to prepare an outline at this stage, and before you begin recruiting authors or other contributors, because you have a clearer sense of the project’s goals and the type of resource you are hoping to create.

The outline itself can be fairly simple. It should, of course, contain a list of all the chapters to be included in the book, along with detailed descriptions of each. Writing out descriptions of the chapters will help you map out the content in your book, and ensure the scope for each is clearly defined and within the scope of your project. You may choose to have individual authors develop the outlines for their chapters, but whenever this happens, making sure they are consistent will help ensure that the final text is cohesive.

It’s also helpful to include features or elements that will recur through the text, such as case studies, learning objectives, assignments, etc. If possible, you can briefly sketch the structure of a model chapter which includes all these elements. You can also use the outline as an opportunity to map key concepts that will be covered in the book, so that they are not repeated in different chapters.

Lastly, you can consider the pedagogical outcomes of the book, and think of ways to gesture towards these in each chapter. Doing so may prompt you to rework chapter descriptions or add standard elements, but these changes will be crucial to ensuring that the resource becomes a valuable one for students.

Project Expectations

It’s important that you reiterate your project’s scope to your team – what are you hoping to achieve in the first edition? What tasks and materials have already been set aside as future work? Whenever possible, remind your team about the project’s workload and timeline. Letting others know that there is a clear plan of action towards publication will help allay stress and anxiety. And if needed, revisit your project’s timelines so they are attainable, instead of just aspirational.

License

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Scoping Your Project Copyright © by Apurva Ashok and Zoe Wake Hyde is licensed under a Creative Commons Attribution 4.0 International License, except where otherwise noted.