More About 7 Tasks for 7 Goals

Here are some additional thought about 7 Tasks for 7 Goals for T&D/ Learning/ Knowledge Management functions…and other related functions that deliver INFORMATION & INSTRUCTION to the workflow…

To achieve the 7 goals of:
1. Increased Performance Impact
2. Increased Modular Design Reuse
3. Reduced Development time and costs
4. Reduced Inventory Systems costs
5. Reduced Administrative Systems costs
6. Reduced Deployment Systems costs
7. Reduced Maintenance Systems costs

You should…
1. Interview Key Stakeholders
2. Self-Assess your System
3. Target Improvements
4. Establish Governance System
5. Establish a Process Architecture
6. Adopt/Adapt the PACT Processes
7. Develop your Staff

1. Interview Key Stakeholders

Do you know who your key stakeholders are, including but beyond the customers and consumers of your informational and instructional offerings? Including both internal and external?

Do you know what they wish to accomplish and how they feel you help or hinder them in their pursuit? How well are you doing against THEIR EXPECTATIONS? Which, if any, of their varied expectations are in conflict with other stakeholders and how will you resolve that? What are the potential RETURNS and required INVESTMENTS in their minds? How will they measure your progress and success? How do they want to collaborate?

2. Self-Assess your System

Once you know what you are expected to accomplish…meet stakeholder requirements…you can assess your operations as a system in a logical manner, using the T&D Systems View book and it’s assessment guides for the 47 processes in the 12 systems bucketed into 3 groups:

– leadership systems/processes
– core systems/processes
– support systems/processes

This might be a worthy “team off-site” effort for 3 days. To get everyone to a better shared understanding of exactly “where your bus should get to by when.”

BTW- the AoP framework used for a T&D/ Learning/ Knowledge management function can be pretty easily adapted to the Sales function, or Finance, or any other function/department entity or collection of entities all the way up to the entire enterprise.

3. Target Improvements

Once you have assessed your operational system’s current state in a “as-real-as-possible” mode, you can collectively target investments in improvement money, time and effort for a shared understanding of the future state and the benefits for achieving it.

And you should be able to see any “chain-reaction-improvements” that will be necessitated due to the initial improvement effort. To recalculate the potential R for I.

4. Establish Governance System

To keep the momentum going with your stakeholders, especially your internal stakeholders, formalize your communications relationship and methods by establishing a Governance and Advisory structure and mechanisms. Yours should meet your needs and fit the culture…unless top leadership sees the need to change the culture around performance-based learning.

5. Establish a Process Architecture

To provide both the performance based Instruction & Information required to enable and support the WORKFLOW of your enterprise processes, create a process architecture for your client or for the entire enterprise…with your client and IT organization, or use or adapt any already in use.

6. Adopt/Adapt the PACT Processes

Using my book, lean-ISD and many other “for free” and “for a fee” offerings…implement a common, reliable, predictable set of ISD methods, such as the PACT Processes, to efficiently drive a performance orientation effectiveness into your:

  • Learning products
  • Training products
  • Qualification/Certification products
  • Policy and Procedures products


Parallel and augment Lean Six Sigma efforts. Be realistic and predictable.

Adapt the PACT Processes as necessary.

7. Develop your Staff

Use my book, lean-ISD – and many other “for free” and “for a fee” offerings. Check out my web site:

The common philosophies, tools, templates and a common language will make it easier for your staff to learn, master and coach others in the PACT Practitioner roles.

And the common philosophies, tools, templates and a common language will make it easier to plan, monitor, and manage projects.

***** ***** ***** *****

Contact me for more insight, information or to discuss how I might assist you and your organization in achieving your goals.

Guy W Wallace



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