Free and For a Fee Books – from Guy Wallace on performance-based ISD and Performance Improvement

First the “Free” Books

Available as PDFs.

Most are also available as paperback books – saving you on paper, printing and binding.

Your choice.

lean-ISD (1999)

Click on image to link to the download page.

Note: the cover design for “lean-ISD” was created by the late Geary A. Rummler.

Note: Guy W. Wallace’s book “lean-ISD” – was a recipient of a 2002 Award of Excellence for Instructional Communication from the International Society for Performance Improvement.

lean-ISD is also available as a $30 paperback book – for more and to order – please go – here.

T&D Systems View (2001)

Click on image to link to the download page.

T&D Systems View is also available as a $20 Paperback book – for more and to order – please go – here.

Management Areas of Performance (2007)

Click on image to link to the download page.

Employee performance-based Qualification/Certification Systems (2008)

Click on image to link to the download page.

Employee performance-based Qualification/Certification Systems is also available as a $20 Paperback book – for more and to order – please go – here.

The ISPI Charlotte Chapter Start Up Story 2009-2010 (2010)

Click on image to link to the download page.

Segue From Learning To Performance (2010)

Click on image to link to the download page.

Click on image to link to the download page.

Then the “For a Fee” Books

For more info and/or to order the following 7 books – and others – please go – here.

The Wallace/ PACT 6 Pack

PACT 6 Pack

These 6 books are a reconfiguration and update (new content) of the following 4 books:

  • Lean-ISD
  • T&D Systems View
  • Management Areas of Performance
  • Segue From Training To Performance

Plus…

The 5th Management Foci

2011 i The Fifth Management Foci - book cover

Paperback $10.00       Kindle $8.88

From the Foreword   –   Richard E. Clark, Ed.D.   –    October 9, 2011

Part of the cost-benefit proposition in this book is that it is a twofer – two books in one.  A significant chunk of the book provides a structured outline and guide to most of the issues one should consider when designing, assessing and repairing the management and performance of an organization. These are the first four of the “Foci” he describes – key concerns such as Alignment, Processes, Practices and Resources for stakeholders.  A shorter but no less fascinating part of the book emphasizes his “Fifth Foci.” In it he uses the management road map he creates to point out the most comprehensive list yet of the unwarranted assumptions, common misconceptions, half-truths and outright lies about management and human performance at work.  He calls it the “Foo Foo Focus” and he trains the crosshairs on the snake oil that is sold for each of the other four focus areas.  This section alone is worth the price of the book. Readers are cautioned to approach it with an open mind because it is likely that everyone will recognize one or more of the misconceptions he points out as a principle that we hold dear.  Yet there is solid evidence to support every one of the Foo Foo strategies he lists.

Most of the recent reviews of research on organizational management have concluded that in general, it is poorly done and in great need of workable solutions.  Guy Wallace’s Fifth Management Foci is a significant step in the right direction.

 

For more info and/or to order these 7 books – and others – please go – here.

But Wait – There’s More!!!

For additional Guy Wallace Books For a Fee – please go – here.

# # #

Monday Morning Quarter PACT #20

Take a Quarter Hour or Less

To develop your ability to adopt and adapt the PACT Processes for ISD – to meet your Requirements and Constraints.

For Performance Improvement and positive ROI when properly targeted.

Slide1

C5- CAD – Design Meeting

Video Short C5- CAD – Design Meeting

Reminder – this is just one video of a collection of over 55 free “School of PACT” videos, that in combination with free books, articles, presentations and for fee books intends to enable the practice of performance-based Instructional Systems Design. To improve Performance Competence at the worker level, the work level, and the workplace level. For Individual, Process and Organizational performance improvement.

You may view them in sequence – or bounce around to eventually do just some or all of them.

See the Resource Tab or The Pursuing Performance Blog and the EPPIC Web Site for additional free resources – here.

See the entire School of PACT video collection Index – here.

What is PACT?

PACT is performance-based ISD… at 3 levels… with common analysis and project management approaches, tools and techniques… to speed the ISD process… to be effective while being efficient…

PACT Logo w 5 Methodologies 2

Other PACT Resources

See all of the EPPIC Videos on YouTube – here.

Books for free – here.

Books for sale – here.

Slide3

This MMQP Series

This Blog series will post each Monday at 8 am east coast time (USA).

Gopher-perched-transparent

Go for it – here – Monday Mornings!

Why PACT?

The benefits?

Slide40

Proven

# # #

Monday Morning Quarter PACT #19

Take a Quarter Hour or Less

To develop your ability to adopt and adapt the PACT Processes for ISD – to meet your Requirements and Constraints.

For Performance Improvement and positive ROI when properly targeted.

Slide1

C4- CAD – 5 Tier Inventory

Video Short C4- CAD – 5 Tier Inventory

Reminder – this is just one video of a collection of over 55 free “School of PACT” videos, that in combination with free books, articles, presentations and for fee books intends to enable the practice of performance-based Instructional Systems Design. To improve Performance Competence at the worker level, the work level, and the workplace level. For Individual, Process and Organizational performance improvement.

You may view them in sequence – or bounce around to eventually do just some or all of them.

See the Resource Tab or The Pursuing Performance Blog and the EPPIC Web Site for additional free resources – here.

See the entire School of PACT video collection Index – here.

What is PACT?

PACT is performance-based ISD… at 3 levels… with common analysis and project management approaches, tools and techniques… to speed the ISD process… to be effective while being efficient…

PACT Logo w 5 Methodologies 2

Other PACT Resources

See all of the EPPIC Videos on YouTube – here.

Books for free – here.

Books for sale – here.

Slide3

This MMQP Series

This Blog series will post each Monday at 8 am east coast time (USA).

Gopher-perched-transparent

Go for it – here – Monday Mornings!

Why PACT?

The benefits?

Slide40

Proven

# # #

Part 11 of 12 – My 12 Boxes for Leveraging Enterprise Process Performance Improvement

Budgets & Headcount

In part 11 in this monthly series – we will focus on the enabling Environmental Asset Attribute of:

Budgets & Headcount

The Budgets & Headcount or “Financial” Systems provide the capital and expense budgets, and the headcount budgets needed to enable and support performers in performing at a level of mastery.

This Environmental Asset Management System responds to the financial and staffing needs of the Process or Processes, reflected in the analysis data, by providing “budget/ headcount” assets of the following type/ nature:

  • Capital budgets
  • Reserve budgets
  • Operational budgets
  • Headcount/ Staff budgets
  • Outsourcing budget
  • Etc.

The budget and headcount Requirements of a Process or set of Processes are typically easier to determine than the data/ information requirement – as is determining who should provision them, and how that provisioning should be measured given its importance/ criticality to the Enterprise.

Determine which financial assets are appropriate given the targeted Process improvement, and assess their adequacy, and the assuredness of their provisioning systems. And pay attention to future needs, if predictable.

Ask yourself – given those targeted Processes you were asked to mentally list earlier for your Acid Test of this content:

  • Is this enabling system itself currently Performance Competent?
  • Might this enabling system be an area for Targeted Improvement?
  • Do we understand well enough how this system is or is not enabling our Processes and meeting the Requirements of our Customers and Stakeholders?
  • What would I look at and where would I go and who would I talk with to determine the answers to these questions?
  • What is the Return value of addressing this issue for some level of Investment – as in ROI?

Back to The Big Picture of EPPI’s Performance Enablers 

Here are the 12 Boxes of the EPPI approach … in non-Box form …

…start on the left with the Process itself… and then on to the enablers… of Process Performance…

EPPI Fishbone v2012 - 1- The Process

Frames … Boxes … Buckets … Accomplishments … Areas of Performance … Key Results Areas … Major Duties … Responsibilities …. whatever ….

It’s complex. It’s a system.

Within a system of course….

Budgets & Headcounts

The appropriate items in this category are just one set of enablers of a Process or set of Processes.

And it’s important to understand the difference between all data and key data – that are the key Data/Information that really enable Performance Competence. And what’s really critical versus necessary versus superfluous.

And what is your definition of Performance Competence – or the end goal – and then … how do you measure that?

Mine…

Slide6

How you measure that is unique to each situation – except for the bottom line, accepted financial metrics related to Return on Equity (ROE), and/or return on net assets (RONA), etc., etc. Business measures.

The bigger picture…

Rocking Review Around the EPPI 12 Box Model Clockwise

Besides “The Process” itself – there are the 2 types of Enablers. 12 items, boxes, frames, etc., etc.

But in my view – I would always start with the Process.

Is there a Process – and is it adequate to the demands of all of the Stakeholders – including but beyond THE CUSTOMER(s). And their Customers and other stakeholders. Here is my model for Stakeholders – for you to adopt or adapt as needed…

Stakeholder Hierachy Example 1

The enablers are either adequate or inadequate in the context of the needs/requirements of the Process. So start there.

What is the Process and what are its Requirements – what enables it?

And are those enablers adequate?

In Rocket Science it would be the following for the EPPI Data & Information category/box:

  • the Rocket Ship also needs a flight plan, instrument data, technical,blueprints, wiring diagrams, computer systems instructions, etc., etc.

Are those Enablers adequate?

The Enablers

Start with the Process itself and it’s Gaps – and then, as needed, look to the Process Enablers – and any Gaps there.

The Enablers are again of two types:

  1. Human
  2. Environmental

And…

The Process View and the Enabler Views I propose here are intended to be used in a scalable manner, for looking at what is necessary at the following levels of Enterprise Performance …

  1. Worker - a.k.a: Individual, and/or the…
  2. Work - a.k.a: Process, and/or the…
  3. Workplace - a.k.a: Organization-Enterprise, and/or the…
  4. World - a.k.a: Mega-Social Responsibility

Human Assets and Human Asset Management Systems

The Human Assets are:

  • Awareness, knowledge, skills
  • Physical attributes
  • Psychological attributes
  • Intellectual attributes
  • Values

Awareness, knowledge, and skills – come in many types and varieties. Further complicating the performance context/ situation, one performer might need to be only aware of what other performers need to know much more about, while yet another group of performers may need to have an actual skill level.

Physical attributes – include “items” such as the five senses: sight, hearing, touch, taste, and smell; as well as height, weight, strength, endurance, etc.

Psychological attributes – include “items” such as positive attitude, aggressiveness, risk taking, cautiousness, detail orientation, big picture orientation, etc. Many Models exist.

Intellectual attributes – can include “items” such as conceptual thinking, concrete thinking, strategic thinking, process thinking, etc.

Values – can include such “items” as customer satisfaction orientation, teamwork, diversity, fairness, honesty, work ethic, family, etc.

The HAMS – the Human Asset Management Systems “provision” these to the Processes as needed – adequately, or not.

The HAMS are covered after this next section.

Environmental Assets and Environmental Asset Management Systems

And the Environmental Assets include:

  • Information/ data
  • Tools/ equipment
  • Materials/ supplies
  • Facilities/ grounds
  • Budget/ headcount
  • Consequences (+/ –)

Data & Information – includes all of the work orders and instructions, the policies/procedures, and all data/information needed to enable job holders to perform.

Materials & Supplies – provide all of the materials and supplies needed to enable job performance.

Tools & Equipment – provide the tools, equipment, machinery, and vehicles needed to enable performers to perform at a level of mastery.

Facilities & Grounds – provide the buildings, grounds, facilities and utilities for communications/power/water/and so on, as needed to enable performance.

Financial Systems – provide the capital and expense budgets, and the headcount budgets to management, needed to enable and support job holders in performing.

Culture & Consequences – provide and reinforce the enterprise cultural norms, and all of the management reinforcements (and extinguishments) needed to encourage (or discourage) performance.

The EAMS – the Environmental Asset Management Systems “provision” these to the Processes as needed – adequately, or not.

The EAMS and the HAMS are covered in this next section.

And Then What?

And then after determining which of the Enablers are in need of attention – I use the following model to determine how “these things” happen – and where and who – in my client organization.

Here are the Provisioning Systems mentioned earlier – the HAMS and the EAMS … I use this next model as a tool/template to determine who actual “owns” or “co-owns” or “doesn’t own but should” – the roles and responsibilities for Provisioning the right “stuff” to the right processes at the right time, cost and quality …

The EPPI HAMS and EAMS Model

“Stuff” being the HA – Human Assets and the EA Environmental Assets REQUIRED. By the Processes.

Nothing more. Nothing less.

Lean.

These Enabler Provisioning Systems – which don’t look like this as structured in the graphic below – but perhaps this frame might help you determine who the Provisioners of Enabling Assets – may be at the root of any Gaps in the key Value Stream Processes or in the Enabling Processes.

Next one would estimate the Costs of Non-Compliance to see if it’s a Big Enough Deal – and as appropriate – the Costs of Compliance – and then one can make a wise or foolish Business Decision – from an ROI viewpoint.

Should the gaps in the enablers be addressed?

Where does this – or these kind of things – happen in the Enterprise? What’s the Enterprise Model for EAMS and HAMS? Who “owns” the responsibility for this/these?

Is it centralized, or distributed, or some mix (appropriate or not)? Is it in “enough control” with tolerable variability – or does some or all of it need to be “tightened up?”

Next Month

Next Month we look at another of the Environmental Asset Enablers category – those classified as from : Budgets & Headcount.

The Big Picture of EPPI – for Performance Improvement 

Slide27

It’s not about Learning – even in a Learning Organization. It’s about Performance.

Focus on Performance – and Enable That.

# # #

Monday Morning Quarter PACT #18

Take a Quarter Hour or Less

To develop your ability to adopt and adapt the PACT Processes for ISD – to meet your Requirements and Constraints.

For Performance Improvement and positive ROI when properly targeted.

Slide1

C3- CAD – Events & Modules

Video Short C3- CAD – Events & Modules

Reminder – this is just one video of a collection of over 55 free “School of PACT” videos, that in combination with free books, articles, presentations and for fee books intends to enable the practice of performance-based Instructional Systems Design. To improve Performance Competence at the worker level, the work level, and the workplace level. For Individual, Process and Organizational performance improvement.

You may view them in sequence – or bounce around to eventually do just some or all of them.

See the Resource Tab or The Pursuing Performance Blog and the EPPIC Web Site for additional free resources – here.

See the entire School of PACT video collection Index – here.

What is PACT?

PACT is performance-based ISD… at 3 levels… with common analysis and project management approaches, tools and techniques… to speed the ISD process… to be effective while being efficient…

PACT Logo w 5 Methodologies 2

Other PACT Resources

See all of the EPPIC Videos on YouTube – here.

Books for free – here.

Books for sale – here.

Slide3

This MMQP Series

This Blog series will post each Monday at 8 am east coast time (USA).

Gopher-perched-transparent

Go for it – here – Monday Mornings!

Why PACT?

The benefits?

Slide40

Proven

# # #

30 Years Ago – Training Magazine Article on Curriculum Architecture Design

It Was September 1984

CAD efforts produce one or more T&D Paths, a.k.a: Learning Paths.

Or Menus.

The article had been submitted before the end of 1983 as I recall. This was the first of several publications on the ISD methodologies we were developing at R.A.Svenson & Associates, and were applying in dozens of client projects. I myself had done 5 CAD efforts before the end of 1983, and my 2 business partners were doing more.

Here is the Training Magazine cover and the first page of the article.

CAD - Training 84 Cover and 1st Page

The 6 Page Article & the 30 Page Submission

CAD – Training Mag – 1984 – 6 page PDF – the first publication about Curriculum Architecture Design via a Group Process – published in Training Magazine in September 1984. Original manuscript (30 pages) – How to Build a Training Structure That Won’t Keep Burning Down.

That publications on CAD was followed with an NSPI Chicago Fall Workshop presentation (by me) and then the the next spring with the first national presentation on Curriculum Architecture Design via a Group Process.

Slide5

CAD – NSPI – 1985 – 21 page PDF – this is the first national presentation on the Curriculum Architecture Design methodology which Guy Wallace delivered at the NSPI Conference on April 24, 1985 (the 1st presentation of this was done for the Chicago Chapter of NSPI the previous fall).

I did a whole lot a CADs for quite a while after that. Then in the 1990s I started having more my staff consultants at SWI and at CADDI, plan, price and lead CAD projects.

I also trained hundreds of GM staff and subcontractors in the mid to late 1990s. Here is a short video from GMU – General Motors University did in 1997 about my PACT Methodologies – which they internally branded as MC/MI …

Video is under 12 minutes in length.

In 1999 I finally finished the book I had started on Curriculum Architecture Management in 1983…

Lean-ISD Quote - Rummler

The lean-ISD book cover was created (unasked for) by the late Geary A. Rummler, after he read the pre-publication draft and wrote that great marketing quote in the graphic above.

CAD is all about guiding the Performer through structured and less-structured Learning. And doing so in a way that produces more sharable content. Sharable “as is” or “after modification.” Another Holy Grail of the ISD world.

T&D Paths/ Learning Paths/ Performance Development Paths

Here is a Path from a 1989 – an update to the original CAD outputs from 1986.

CAD Path Prod Mgrs

Above the Path is very open, more of a menu than a Path.

Here is another Path, one from 2001, that is totally Lock-step. Definitely a Path.

CAD Path Call Center Sales

Here is another example, from 2004, a combination of open Menu and Path.

CAD Path Global Clinical Trials

Over the past 32 years I have done 75 CAD efforts, the last one completed January 2013. Before that it was 2004. I had been doing more non-Instructional work for some reason.

The 75th effort was for a Health Care Representative who helped patients apply for federal, state, and local aid if they were uninsured.

Here are the 74 before that, with the last 25 leading the way…

Slide2 (2)

And the list continues…

Slide3 (2)

And the list continues with the first 24 CAD efforts and concludes… with the first… in 1982.

Slide4 (2) 

75 CADs to date, plus almost as many MCD (ISD) efforts.

More Recently

In 2011 I completed an update of the lean-ISD book, plus three other books and created this 6 Pack…

Slide3

30 Years of Sharing CAD and My Efforts

Plus 28 years of developing my clients’ staff in the various roles and responsibilities of PACT.

Past “Staff PACT Practitioner Development” Clients

Amoco, AT&T, Dow Chemical, Discover Card, EDS, Eli Lilly, General Motors, HP, MCC Powers (later Siemens Building Technologies), Norfolk Naval Shipyard/NAVSEA, NASCO, NCR and SunTrust.

PACT Logo

Email me for more information:

guy.wallace@eppic.biz

# # #