Giving Voice to Work Process Performance

Giving Voice to the Process Performance Masters 

And capturing it. The Voice of the Work Process Performance.

I use Master Performers in both analysis and design of learning content.

PACT is Facilitated

What they start with is Performance Competence.

Performance Competence

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So… we need to start with Tasks and Outputs and Stakeholder Requirements – Oh My! Because – that’s The Work. The Performance.

The Performance Model is my frame for capture and reporting … the Voice of the Work Process Performance. I’ve been using a version of this since 1979.

But first before the current version – the version since the mid 1990s – here are the original formats I helped create and use back in 1979…

BPS05042015_0001

That set of data was connected to the Knowledge Map where the enabling K/Ss are captured and reported out … here is that format … from 1979… with explanations of the content of the columns.

Knowledge Map - 1979_Page_1 Knowledge Map - 1979_Page_2

I’ll post about the Performance Table and Knowledge Map again, sometime in the future.

The Performance Model

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That data/insight/shared understanding … allows one to then capture the Enablers – via the continued Voice of Work Process Performance  … via the Master Performers.

Aed Prh Bdb  meeting with a lot of people

Enablers of Work Process Performance 

Slide3

About the Measures…

Measures reflect – or should – the Requirements of all of the Stakeholders.

Balanced – if in any conflict.

Slide2

Back to the Enablers Addressed By Learning – Formal to Less Formal

My Awareness/Knowledge/Skill Categories

K-S Categories

My use of this structure goes back to 1979. I learned it at Wickes Lumber in Saginaw Michigan. Then I took it to my efforts at Motorola. And then as an external consultant.

The Capture Format for K/Ss

The updated format of the Original Knowledge Map…

TMC KS Matrix Example

Resources

Here is the first article published about these methods back in 1984 (written in 1983).models-and-matrices-nspi-pij-1984_Page_2

Models and Matrices- NSPI PIJ -1984 – 5 page PDF – the first publication of the performance and enabler analysis methods for ISD, from NSPI’s (ISPI’s) Performance & Instruction Journal, November 1984.

This is an article – also from 1984 – of the application of Analysis via a Group Process – in Design via a Group Process.cad-training-mag-1984_Page_2

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.

In capturing the Voice of Work Process Performance – one begins to address all of the issues with how most seem to approach ISD – Training – Learning – Competencies – Performance Improvement.

Designing for the ISD Life-Cycle – ISPI PIJ – 2002 – 13 page PDF – my reaction to the latest critique (at the time) about the value or lack-thereof of ADDIE.

 

In 2006 I had the honor to provide chapter 11 of this book:

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Modeling Mastery Performance and Systematically Deriving the Enablers for Performance Improvement – by Guy W. Wallace, CPT – Chapter 11 of the Handbook of Human Performance Technology – 3rd Edition – 2006.  This methodology was first published in this 1984 article in ISPI’s (then NSPI’s) PIJ in November 1984.

In 2009 I finally published this book – started in 1983.

1999 lean-ISD Book Cover

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.

And Some More…

Perf Modeling & Enabler Analysis – HR-Com – 2003 – 17 page PDF – an online publication at HR.Com in 2003 covering the analysis of both Performance Competence Requirements and the Enablers – part of my ISD (PACT) and Performance Improvement (EPPI) methods.

CAD – ASTD – 2004 – 5 page PDF – an overview of when to do a Curriculum Architecture Design effort, the outputs of the effort by phase, and the 4 phases of a Curriculum Architecture design effort, published in ASTD’s Links in 2004.

Updated Resources

In 2011 I updated several of my books into this 6 pack…

Slide5

For more – please go – here.

It’s All About the Performance Logic of Work

Here is a diagram that is perhaps more akin to the architectural renderings of some mid-level set of blueprints … all exist at higher and lower levels – less and more detail.

This is where the Voice of Work flows… beginning on the left … flowing to the right.

PACT Data Logic

The PACT Processes

PACT Logo

These processes go back to my adaptations of Performance analysis methods of Geary Rummler – and the extension of that and its use downstream was/is my value add.

Use the PACT Processes for Analysis …

5 PACT Methodology-Sets

… to Capture the Voice of the Work Process Performance.

PACT Definition

Collaborate – and put your Customer and Stakeholders in position to make all the business decisions in your efforts.

Here are some of my former clients collaborating back with me at a conference in 1998.

ISPI 98 w Clients at Session

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lean-ISD via PACT: Free ISD Resources

First – the Book

Click on image to link to the download page.

Note 1: the cover design for “lean-ISD” was created by the late Geary A. Rummler.

Note 2: 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 $15 paperback book – and $7.50 as a Kindle – for more and to order – please go – here.

Lean-ISD - Rummler

PACT Definition

The PACT Processes are my ISD – Instructional Systems design processes, methods, tools and techniques – that I have been deliberately evolving since 1982 … and include Curriculum Architecture design and my version of ADDIE: Modular Curriculum Development.

PACT Logo

There are 5 methodology-sets in PACT:

5 PACT Methodology-Sets

Article Resources for Free

The PACT Processes articles…

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.

Models and Matrices- NSPI PIJ -1984 – 5 page PDF – the first publication of the performance and enabler analysis methods for ISD, from NSPI’s (ISPI’s) Performance & Instruction Journal, November 1984.

Proj Mgmt – CNSPI -1986 – 9 page PDF – originally published in the Chicago Chapter of NSPI (ISPI) Newsletter in December 1986 – on my Project Management Techniques for Project Definition, Project Planning and Project Communications.

Product Mgmt Process Training – ATT – 1987 – 1 page PDF from an internal AT&T Newsletter for trainers about the simulation exercise “game” I had designed in 1986 for an 8-day course for Product Managers that was pilot-tested in the fall of 1987.

NS CAD 1986-7 – 2 page PDF – from the internal “AT&T Training Information Exchange” newsletter of October 1987 about the 8-day course for Product Managers pilot tested in 1987 – and the Product Management model we had created based on the analysis efforts – that in combination with a Product Life Cycle model we created (no common one existed at the time) guided the content of this 8-day “Basics” course.

Lean-ISD - Lane

Cost of Nonconformance and ROI for Training Projects _ASTD – 1991 – 9 page PDF of the original (not the published version) article submitted and published in ASTD’s Technical & Skills Journal in their May-June 1991 issue under the title: Costing Out a Training Project (which it did not address). This presents an alternative approach for determining ROI that was unique to one of my client’s situation, and proxy for ROI: RONA – using the quality concepts of Cost of Non-Conformance and the Costs of Conformance in place of returns and Investments respectively.

The Detailed Project Plan – GWW – 1992 – 4 page PDF – originally published in the Svenson & Wallace, Inc. newsletter: Management Update – in the Summer of 1992.

Teaming for T&D GWW 1999 – 5 page PDF – on my story of inadvertently creating a team – out of frustration with too many revision cycles for a video script I was writing –  for training development back in 1979 – and liking the approach for using a Group Process to shorten cycle times and improve the quality of the output.

PACT Pilot-Test Debriefing Guide – 3 page PDF – presents an overview of how I debrief Pilot-Test participants in ISD efforts. Written in the mid-1990s, published in 1999.

Debriefing PACT Processes – 6 page PDF – article from the 1999 CADDI Newsletter “Pursuing Performance” on my debriefing process for the Analysis and Design Teams in the PACT Processes for Training, Learning and Knowledge Management.

Aed Prh Bdb  meeting with a lot of people

ISPI Masters Series Article – lean-ISD – PIJ – 2001 – 14 page PDF – written as a companion piece to my 2001 Masters Series presentation at ISPI, this provides the background and an overview of lean applied to ISD – Instructional Systems Design – in the 5 methodology-sets of my PACT Processes for Training, Learning and Knowledge Management. Written in 2000, published in ISPI’s Performance and Improvement Journal in 2001.

PACT Alpha Phase Client-Stakeholder Interview Guide – 10 page PDF – is a job aid for the initial meetings with the client and other key stakeholders for a Training Request. Developed in the mid-1990, and published in 2002.

Slide1

MCD-lite PP – 2002 – 10 page PDF – of when and how to shorten the “standard process” for my version of ADDIE (MCD – Modular Curriculum Development) – when the client isn’t attempting training for skills – but communications for awareness. Written to convince a client to not force every effort to go through the same rigorous approach when the desired outcome wasn’t skills-building. I was unsuccessful in convincing them. Originally written in 1997.

NS 1251 Product Management Process Training – GWW – 4 page PDF – on the story of the AT&T Network Systems effort for Product Management Basics Training – which was the keystone course in a Curriculum Architecture effort begun in 1986 – something I designed and developed – and then delivered – an effort ending for me in 1993 with deliveries by me 31 times, including 6 in The Netherlands.

Push-Pull Knowledge Management Systems 2000 – 8 page PDF – of my approach to creating a Push-Pull approach to a Knowledge Management System – using my PACT Processes for Training, Learning and Knowledge Management. Written in 2000 for the CADDI newsletter: lean-ISD.

Designing for the ISD Life-Cycle – ISPI PIJ – 2002 – 13 page PDF – my reaction to the latest critique (at the time) about the value or lack-thereof of ADDIE.

Perf Modeling & Enabler Analysis – HR-Com – 2003 – 17 page PDF – an online publication at HR.Com in 2003 covering the analysis of both Performance Competence Requirements and the Enablers – part of my ISD (PACT) and Performance Improvement (EPPI) methods.

CAD – ASTD – 2004 – 5 page PDF – an overview of when to do a Curriculum Architecture Design effort, the outputs of the effort by phase, and the 4 phases of a Curriculum Architecture design effort, published in ASTD’s Links in 2004.

Modeling Mastery Performance and Systematically Deriving the Enablers for Performance Improvement – by Guy W. Wallace, CPT – Chapter 11 of the Handbook of Human Performance Technology – 3rd Edition – 2006.  This methodology was first published in this 1984 article in ISPI’s (then NSPI’s) PIJ in November 1984.

Performance-based ISD – ISPI PX 12-part Series – 2007 – 122 page PDF – an update in 12-parts to my 1999 book: lean-ISD – which covers my ISD methods: The PACT Processes for T&D, Learning and Knowledge Management. Published in ISPI’s PerformanceExpress during the 12 months of 2007.

CAD to MCDs-IADs

Audio Resources for Free

The School of PACT Audio Podcast Series

12 Audio Podcasts on The PACT Processes for T&D/ Learning/ Knowledge Management

Video Resources for Free

The PACT Video Shorts Series … Over 55 Free Videos

These free videos – over 55 in number – plus free books, articles and presentations – can help you develop your ability to practice PACT – adopted and adapted as your situation calls for.

The intent of this Video Series of The School of PACT – is to help others in the development of their Performance Competence in whatever Instructional Design and/or Performance Improvement roles that they have, and help them master the PACT Processes – as either adopted or adapted – for the sake of the Enterprise and its Stakeholders – and to produce significant Performance Impact and Return On Investments (ROI).

PACT has 3 levels of flexible ISD – and shared, common Analysis and Project Planning & Management tools and techniques. PACT has been field tested and proven in dozens of Enterprise Contexts – on hundreds of external client projects by myself and my staff,  and hundreds and hundreds  more on internal projects conducted by my client’s staffs – and can be adapted for any Enterprise context’s needs and constraints.

Series Introduction and Overview

10 minutes

The PACT Video Shorts Series Index and Links

There are multiple Videos of varying lengths in each of the 8 Categories below…

A- PACT Overviews

B- PACT Analysis

C- CAD – Curriculum Architecture Design

D- MCD – Modular Curriculum Development

E- IAD – Instructional Activity Development

F- Project Planning & Management

G- Group Process Facilitation Tips

H- EPPI – Performance Improvement

Because we believe in Performance-Based Training & Development (a.k.a: Performance-Based Learning) our ISD methods require Analysis of the Performance Competence Requirements – which naturally leads to the identification of other Performance Improvement leverage in all other areas beyond awareness/ knowledge/ skills of the Performer, so too does our video series lead to our Performance Improvement (PI) method.

Slide3

PACT is a Subset of EPPI

Slide1 (7)

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Exploring the Resources Tab at Pursuing Performance: Publications 2-3-4

Part 2…

2- T&D Systems View Content

Training & Development Systems takes a process-centric view of the function known as Training & Development, Learning & Development, etc.

Governance and Advisory Systems and Processes for Training and Development – 5 page PDF – on a Governance & Advisory System and processes – published in 1999 in the CADDI newsletter and later covered more extensively in my 2001 book: T&D Systems View.

 Slide1

3- EPPI Content

EPPI – Enterprise Process Performance Improvement – are my performance improvement/quality improvement methods, processes, tools and techniques.

MTEC White Paper 1982 – 39 page PDF – a white paper I wrote while at MTEC – Motorola’s Training & Education Center – in May 1982 where I proposed combining the concepts, models, methods, processes, tools and techniques of Geary Rummler, Neil Rackham (of SPIN Selling fame) and of Deming, Juran and Crosby (and other quality gurus). This led to my boss taking that idea and changing it to become a Geary Rummler Do-It-Yourself Consulting Kit – which after I left in October 1982 became the training course created by Geary Rummler called OPS (Organization Performance Systems) – that later morphed into what became Six Sigma at Motorola.

Continuous Improvement and Training – 19 pages – originally published as Chapter 4 in the Society of Manufacturing Engineers Handbook (May/June 1991). Training is critical to the success of most continuous improvement (CI) efforts. When processes are improved, maximizing the benefits of the improvement requires that those interacting with the process understand and can work within the context of the improved process. This may require a simple briefing or more extensive training, but training concerns are often overlooked and the costs of training ignored as improvement efforts are initially funded and undertaken. Are those costs then avoided? Not likely. It may be necessary to find funding later, when the need for training becomes an obvious requirement for implementing the changes. Authors: Guy W. Wallace, Peter R. Hybert and Terri Knicker-McCully.

The Customer Is King – Not! – 15 page PDF – the original version of the article published in the Journal for Quality and Participation in March 1995 – address Balancing Conflicting Stakeholder Requirements, and suggests that the Customer is Not the King of Stakeholders (despite the unfortunate slogans from the Quality movement despite Deming’s admonitions about slogans).

Managing Human Assets – GWW, KMK, RAS – 8 page PDF – coauthored by myself and my two business partners, Ray Svenson and Karen Kennedy in 1995 after the publication of our book: The Quality RoadMap (1994 – AMACOM) – delving into an architectural approach to the design/ redesign of HR systems – driven by a performance orientation. Based on our Business Architecture from the Quality RoadMap book.

EPPI Stage 1 and 2

Targeting EPPI – HAMS GWW 2001 – 13 page PDF – from the CADDI newsletter Pursuing Performance in 2001 – about Targeting Enterprise Process Performance Improvement via Human Asset Management.

Goal of the Issue PIJ – 2003 – 3 page PDF – from ISPI’s Performance Improvement Journal in February 2003 regarding a Presidential Initiative of mine in 2003-2004 at ISPI to “clarify HPT” that I did with Geary Rummler – based on an article he had published 20 years earlier in 1983.

HPT in the Larger Improvement Arena – 2 page PDF article from ISPI’s Performance Improvement Journal in February 2003 regarding a Presidential Initiative of mine in 2003-2004 at ISPI to “clarify HPT” that I did with Geary Rummler – based on an article he had published 20 years earlier in 1983.

PI Feb 2003 – 49 page PDF – the entire issue from ISPI’s Performance Improvement Journal February 2003 – introducing the Presidential Initiative that later got tagged as “Clarifying HPT.”

EPPI – BPTrends Quarterly Columns – 2005-2007 – 106 page PDF – a compilation of my quarterly columns at BPTrends (Business Process Trends –http://www.BPTrends.com) from March 2005 through September 2007. On the topic of my EPPI methods.

The Enterprise Process Performance Improvement Model – 6 page PDF – a short overview of the EPPI model from 2007.

EPPI Logo

4- Misc. Content

Video Production White Paper part 1 – 17 page PDF – from June 1983 – my process and my tools and templates for Video Production efforts.

Consulting-SubContracting-Freelancing – CNSPI – 1985 – 5 page PDF – from Chicago NSPI (ISPI) newsletter in December 1985 – into going into the world of freelancers, sub-contractors and consultants and my views on the differences between the three.

Managing and Mismanaging Stakeholder Expectations – GWW – 5 page PDF – original that was published in the Journal for Quality and Participation in June 1995 – my story as Uncle Guy doing the video for a niece’s wedding that went downhill before it all got started – due to the un-kept promises of a rental car company.

There is No Such Thing as Communications – Only Miscommunications – 4 page PDF – published in 2000 but written in the mid-1990s – covering the 4 key Communications Behaviors for communications, negotiations, and interviewing – whether 1:1 or for group process facilitation.

Slide13

Tools and Graphics in PROVEN Article Series – 2012 – several tools for readers of this 4-Part Article Series published in PROVEN quarterly in 2012.

# # #

Learning Architecture = Curriculum Architecture – IMO

CAD – Curriculum Architecture Design

It typically comes before your version of ADDIE or SAM or SAT or my PACT…

CAD - Incremetally Building Perf Comp

In my approach to ISD – I would serve the most critical target audiences and generate formal and less-formal Learning Content – which can be made accessible to others – who just might adapt that content on their own (without L&D) to make it specific to themselves.

PACT Processes and the EC Arch

But we could then capture that for further sharing … and adoption or adaptation … to make it authentic enough to transfer.

Tier 1 and 3 Content is easily shared.

Slide5

Creating the authentic enough Tier 2 and 4 adaptations for sharing is done from the git go.

Slide8

Adapting/customizing Tier 5 Content would happen by borrowing and changing templates and text and graphics – as needed.

Slide6

CAD itself is a set of Processes – focused on the Work Process Performance Requirements of key target audiences – based on the Voice of the Master Performers as they voice those Work Process Performance Requirements in a Group Process.

Slide3

CADs do not have to precede your ADDIE-like processes. It would guide many efforts to insure a minimum of overlaps and gaps – unless BY DESIGN.

CAD to MCDs-IADs

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Organizing and Aligning Learning/ Performance Content to Processes

Or … Why Bother? 

Organizing is one thing. Alignment is another.

In my view Alignment comes second and Organizing comes third.

Well, then what comes first?

That – in a moment.

Organizing Content

So much Content is out there – you’ve probably read or heard that “all the content already exists.”

Maybe. Maybe it does.

But is it organized well, taking the unknowing learner up the learning curve path both effectively and efficiently – focused on the real Performance Requirements – eliminating unnecessary content on the straight path for the newbies but keeping it for the experts who might need to explore the side roads/paths of that content?

Or is it just in piles for the newbie and expert to dig through and navigate – on their own?

Is all that existing Content overlapped and gapped … and does it inadvertently use conflicting or confusing language – where the same words are used to mean differing things … or different words are used to mean the same thing – where the newbies can’t figure it out quickly enough … and maybe the experts have finally, finally figured it out?

Organizing includes separating overlapping but conflicting (in language and imagery) content, filling important (but not all gaps), and organizing it best for climbing the Performance Curve – incrementally.

Organizing also means keeping it evergreenfreshup-to-date – or … why bother in the first place?

But that’s not all – and the reason I don’t buy that “all the Content already exists” – is …

 

WHERE ARE THE APPOS?

The APPOs – the Application Exercises – for authentic Practice (or why bother?) – are few and far between IMO … and IMExperience.

LM TMC 1

One might find the INFOs and DEMOs out there – in cyberspace – audio clips – video clips – text and graphics galore … but …

But the APPOs – as simple as “real work WITH reinforcing feedback or corrective feedback” – are usually missing in most InstructionLearningTraining – call it what you may or need to – but THAT is what is most often MIA.

MIA – Missing in Action.

MIA in Formal Learning too often – and in Informal Learning most often.

Address that – Organize that – the APPOs.

Slide8

And organize the complete sets of Content via Paths, Events/ Lessons and Instructional Activities – or whatever architectural framework and language you use – for the benefit of the learners.

That’s why Alignment of Content comes before Organize Content. Gotta know the audience.

Old content, new content. Overviews and enabler and Performance How To Content.

Here is my organization segmentation scheme for L&D…

That’s what I mean by Organizing Content.

Alignment of Content

Alignment of Content – back to the task, tasks, job, jobs, departments and functions – is critical.

Alignment is also about sharing Content – insuring that those who work in shared Processes – share the same Content – in “combination with” and “not in conflict” with their unique Content needs.

Alignment – in my view – should mirror the work process performance “segments” – I call them AoPs – Areas of Performance.

Here is my model/ the L-C-S framework …

Slide3

Taking all of that up – to the Enterprise level – might organize and then align Content using something that the next graphic suggests.

org-chart-in-l-c-s-mode

Again, Organizing is one thing. Alignment is another. In my view Alignment comes second and Organizing comes third.

Well, then what comes first?

Deriving Content … from the Process requirements.

Deriving Content comes before Alignment of Content. Gotta know the audience’s work process performance requirements.

Deriving the Enabling Awareness, Knowledge and Skills

If you need to look at and organize and align the Content Requirements of the work – the task, tasks, job, jobs and departments and functions of a modern Enterprise – public, private and government – you would need to deriving the needs from some model of the captured Work Process Performance.

Of a Job or a Team or a Process or a set of Processes.

At least that’s my belief.

Major Steps

I start with the Target Audience or Audiences – and then their AoPs … to frame further Analysis …

AoPs TMC

Then we create a Performance Model for each AoP … with a team of Master Performers, or Star Performers, Exemplars, etc., etc..

We capture their voice … not because they know it perfectly – but because who else would you ask?

TMC SM Perf Model Chart

Then we systematically derive the enabling K/Ss … with the same team of Master Performers.

K-S Matrices w Call Outs

We derive the enabling K/S using up to 17 categories …

K-S Categories

You can then use that data to feed your alignment and organizing of Content processes … hopefully with the same team of Master Performers … to get it and keep it authentic.

PM-KS used in design

For once you know the audience and their voice of their work process performance requirements … you can meet their needs for  content based on the variability – or not – of their background knowledge, education and experience. Perhaps based on their background – a simple Job Aid of steps without explanation would suffice – versus intense skills practice in a laboratory setting.

Alignment is a reflection of the Deriving targets.

Resources

Check out the Resource Tab at http://www.eppic.biz for over 400 free resources on this approach – part of my PACT Processes for Training/ Learning/ Knowledge Management.

go for more gofer 2

 

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Exploring the Resources Tab at Pursuing Performance: Publications 1

Free Publication PDFs

The following are free PDFs for you to download – put on your e-readers/laptops/etc. – and otherwise share as appropriate – with appropriate attributions. They are organized into 4 categories:

  1. The PACT Processes (ISD)
  2. T&D Systems view (designing and managing a training/learning function)
  3. EPPI – Enterprise Process Performance Improvement (Performance Improvement)
  4. Misc.

go for more gofer 2

1- The PACT Processes for T&D/ Learning/ Knowledge Management Content

The PACT Processes are my ISD – Instructional Systems design processes, methods, tools and techniques – that I have been evolving since 1982 and include Curriculum Architecture design and my version of ADDIE: Modular Curriculum Development.

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.

Models and Matrices- NSPI PIJ -1984 – 5 page PDF – the first publication of the performance and enabler analysis methods for ISD, from NSPI’s (ISPI’s) Performance & Instruction Journal, November 1984.

Slide1

Proj Mgmt – CNSPI -1986 – 9 page PDF – originally published in the Chicago Chapter of NSPI (ISPI) Newsletter in December 1986 – on my Project Management Techniques for Project Definition, Project Planning and Project Communications.

Product Mgmt Process Training – ATT – 1987 – 1 page PDF from an internal AT&T Newsletter for trainers about the simulation exercise “game” I had designed in 1986 for an 8-day course for Product Managers that was pilot-tested in the fall of 1987.

NS CAD 1986-7 – 2 page PDF – from the internal “AT&T Training Information Exchange” newsletter of October 1987 about the 8-day course for Product Managers pilot tested in 1987 – and the Product Management model we had created based on the analysis efforts – that in combination with a Product Life Cycle model we created (no common one existed at the time) guided the content of this 8-day “Basics” course.

Cost of Nonconformance and ROI for Training Projects _ASTD – 1991 – 9 page PDF of the original (not the published version) article submitted and published in ASTD’s Technical & Skills Journal in their May-June 1991 issue under the title: Costing Out a Training Project (which it did not address). This presents an alternative approach for determining ROI that was unique to one of my client’s situation, and proxy for ROI: RONA – using the quality concepts of Cost of Non-Conformance and the Costs of Conformance in place of returns and Investments respectively.

The Detailed Project Plan – GWW – 1992 – 4 page PDF – originally published in the Svenson & Wallace, Inc. newsletter: Management Update – in the Summer of 1992.

Slide6

Teaming for T&D GWW 1999 – 5 page PDF – on my story of inadvertently creating a team – out of frustration with too many revision cycles for a video script I was writing –  for training development back in 1979 – and liking the approach for using a Group Process to shorten cycle times and improve the quality of the output.

PACT Pilot-Test Debriefing Guide – 3 page PDF – presents an overview of how I debrief Pilot-Test participants in ISD efforts. Written in the mid-1990s, published in 1999.

Debriefing PACT Processes – 6 page PDF – article from the 1999 CADDI Newsletter “Pursuing Performance” on my debriefing process for the Analysis and Design Teams in the PACT Processes for Training, Learning and Knowledge Management.

ISPI Masters Series Article – lean-ISD – PIJ – 2001 – 14 page PDF – written as a companion piece to my 2001 Masters Series presentation at ISPI, this provides the background and an overview of lean applied to ISD – Instructional Systems Design – in the 5 methodology-sets of my PACT Processes for Training, Learning and Knowledge Management. Written in 2000, published in ISPI’s Performance and Improvement Journal in 2001.

NSPI PIJ November 1984 Analysis Article

PACT Alpha Phase Client-Stakeholder Interview Guide – 10 page PDF – is a job aid for the initial meetings with the client and other key stakeholders for a Training Request. Developed in the mid-1990, and published in 2002.

MCD-lite PP – 2002 – 10 page PDF – of when and how to shorten the “standard process” for my version of ADDIE (MCD – Modular Curriculum Development) – when the client isn’t attempting training for skills – but communications for awareness. Written to convince a client to not force every effort to go through the same rigorous approach when the desired outcome wasn’t skills-building. I was unsuccessful in convincing them. Originally written in 1997.

Slide28 (2)

NS 1251 Product Management Process Training – GWW – 4 page PDF – on the story of the AT&T Network Systems effort for Product Management Basics Training – which was the keystone course in a Curriculum Architecture effort begun in 1986 – something I designed and developed – and then delivered – an effort ending for me in 1993 with deliveries by me 31 times, including 6 in The Netherlands.

Push-Pull Knowledge Management Systems 2000 – 8 page PDF – of my approach to creating a Push-Pull approach to a Knowledge Management System – using my PACT Processes for Training, Learning and Knowledge Management. Written in 2000 for the CADDI newsletter: lean-ISD.

Designing for the ISD Life-Cycle – ISPI PIJ – 2002 – 13 page PDF – my reaction to the latest critique (at the time) about the value or lack-thereof of ADDIE.

Perf Modeling & Enabler Analysis – HR-Com – 2003 – 17 page PDF – an online publication at HR.Com in 2003 covering the analysis of both Performance Competence Requirements and the Enablers – part of my ISD (PACT) and Performance Improvement (EPPI) methods.

CAD – ASTD – 2004 – 5 page PDF – an overview of when to do a Curriculum Architecture Design effort, the outputs of the effort by phase, and the 4 phases of a Curriculum Architecture design effort, published in ASTD’s Links in 2004.

Push-Pull and The 5 Tier Content Inventory Framework

Modeling Mastery Performance and Systematically Deriving the Enablers for Performance Improvement – by Guy W. Wallace, CPT – Chapter 11 of the Handbook of Human Performance Technology – 3rd Edition – 2006.  This methodology was first published in this 1984 article in ISPI’s (then NSPI’s) PIJ in November 1984.

Performance-based ISD – ISPI PX 12-part Series – 2007 – 122 page PDF – an update in 12-parts to my 1999 book: lean-ISD – which covers my ISD methods: The PACT Processes for T&D, Learning and Knowledge Management. Published in ISPI’s PerformanceExpress during the 12 months of 2007.

Also in the Tab…

  1. Free Publication PDFs

  2. T&D Systems view (designing and managing a training/learning function)
  3. EPPI – Enterprise Process Performance Improvement (Performance Improvement)
  4. Misc.

Here.

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