Free 5-Day Workshop Materials for DIY – T&D Systems View Performance Improvement Assessment Workshop

Here are the first 21 slides from the Opening Lesson. The rest are available on my web site as a PowerPoint Show.

But let me digress first…

My pursuit of Performance Improvement in the ISD world extends beyond what my book lean-ISD was intended – the attempt to insure that the terminal objectives were met for an ISD effort: Performance Competence of the learner/Performer, and reduced life-cycle costs, project cycle-times, and increased Customer/Stakeholder Satisfaction

My pursuit of Performance Improvement in the ISD world extends to the ISD “organization” itself and was addressed in my book: T&D Systems View – where the label “T&D” is the equivalent of Training & Development, Learning, Knowledge Management – or any other set of labels put onto the organizational entities that are on the payroll to help the workforce and leadership attain PERFORMANCE COMPETENCE.

PERFORMANCE COMPETENCE = the ability to perform tasks to produce outputs to stakeholder requirements. Those stakeholders include the customers, who aren’t “king” as additional Stakeholder’s Requirements “trump” the Customer’s Requirement’s EVERY TIME…

  • The Government Stakeholder’s Requirements (think: laws/regulations/codes/contracts/union agreements/etc.) that always win all conflicts (eventually). Wins all ties, too. Ties go to the runner? No. Ties go to the Umpire.
  • Shareholders/Owners are next. If meeting the Customer Requirements would bankrupt the Enterprise, who believes that the owners would be OK with that?

But squaring ISD away won’t happen just because you’ve embraced a great ISD methodology-set, or that you’ve successfully segued to Performance from Instruction.

It will be because you’ve got enough of a loose-tight handle on all of the moving parts. As in all of the “processes” required to run ISD like a business.

The book T&D Systems View has a companion piece – my client workshop, which I have decided to make the “slides” available to the ISD public for free – as long as no one else makes any extra $$$ off of it. More on that later.

The T&D Systems View Performance Improvement Assessment Workshop is intended to systematically examine the T&D/ Learning/ Knowledge Management organization systemically – by assessing the adequacy of 47 processes organized into 12 systems of the T&D systems – which of course if part of the Enterprise system – inside a marketplace system or systems – in our global world – inside the big system of the known and unknown Universe.

5 Days?
I developed this 5-day version for a delivery in Russia last year that didn’t happen. You might be able to get through it in 2 or 3 days. I was expecting there to be “language” issues during delivery and was trying to keep the pace slower than my normal top-end speed. The 10 am start time and 6 pm ending time reflects my potential client’s needs and desires.

Adapt – don’t adopt – unless THAT does makes sense.

The workshop PowerPoint Show has 373 slides, and many building graphics/text that will give you carpel tunnel after clicking through the entire PPS. So be careful!

And it is an 80 MB file – that is available on my web site at Note: It has been updated as of 7 pm east coast time on 8-31-07 to an older version of PowerPoint that will be more accessible. You can get a free PowerPoint Viewer from MicroSoft to view the PowerPoint Show if you don’t have PowerPoint.

But first, at click on the Free Book link for the T&D Systems View book and that will take you to the page where you can download that file of the workshop slides – as well the book!

You can break the WS into many different segments/configurations for your delivery situation and constraints: Five 1 day sessions (or three 1 day sessions at a faster pace than Guy in Russia), etc.

Or take your ISD staff through the first part up to the Quick Assessment and then use the Assessment Tool in Chapter 5 of the book. And then stop. Whatever fits your needs and constraints.

Of course I am available to deliver it to your target audiences. For a fee.

Or you can DIY – Do-It-Yourself.

Who To Do It?
I intended this free version for ISPI and ASTD Chapter use (I am a member in those two groups) as well as all of the other ISD-oriented affiliations, SALT/ Professional Society for Sales & Marketing Training, Association for Educational Communications and Technology, ISA, etc.

Or for companies and governmental agencies to deliver to themselves. Or you can hire someone external to facilitate (Me, for example) at their normal daily rate – and they are not to charge you for “anything beyond” their time. Certainly not for use of “my copyrighted materials” – all rights reserved.

Totally Free?
Maybe Yes. Maybe No.

The handouts (if needed) and Quick Assessment Guide (if needed) and the Detailed Assessment Guide (if needed) and the Improvement Planning Guide (if needed) – will need to be purchased from me. Email me with your quanity counts.

They are 11″ x 17″ folded booklets, colorful, stapled documents that you may or may not need/want – or can afford. Whatever. There is enough in the workshop PowerPoint Show AND in the book for any creative ISD group to “make their own versions” of these support materials themselves – and probably be just fine with it.

Go for it!

Let me walk you through the first Lesson…

PACT Practitioner trained in my MCD/IAD methods know that prior to the “advanced organizer” of the 3-part behavioral Learning Objectives you should always have an advanced organizer of the “Performance Context.”

First things first. As in: we/I understand that you are a performer in the following context…

The point? It’s more than ADDIE, or rapid e-learning, or your LMS/LCMS, or your thousands of Instructional Modules…much more.

Then if these following Learning Objectives don’t sync with/support the Performance Context explicitly/logically…then you will be in “big need” to sell, sell, sell participation because the learners in their seats or sites won’t see the connection…because “learners are smart” – there isn’t one – and they know that you are about to waste their time – big time.

I hate when that happens. But it has never happened to me because I have always (since 1979) had a consensus Performance Model constructed with Master Performers’ inputs and involvements – and I know I know the Performance Context – before I did a “design” leading to “development” and possible “pilot-testing” prior to release to the Deployment mechanisms.

No kidding.

So creating Learning Objectives for me has never been a process of “making them up, pulling them from thin air” kind-of-an-approach. Never.

And if the Performance Context is right-on, and the Learning Objectives are right-on, then the design of the WS/e-learning, S-OJT, whatever, is logical.

I like to first walk the “Participants” (my label for the Learners for the past 25 years) through the titles of the “T&D Event” – see above – before showing them how they “play out” across a the allotted time or a daily schedule…as the next two slides do…

Again, you might get this done quicker than the 5 days.

Then – the icon – most of my T&D has an “icon” or two that represents the stuff we are here to actively learn about. To give all a broad perspective of the scope and enable the facilitator (avatar?) to point to when focusing on one of the connected elements, such as, ” let’s quickly review the Core Systems/Processes of a T&D System.”

Here the icon is the clockface, a different view from the L-C-S Framework used in the Management Areas of Performance book.

More orientation to what we are going to do before we start doing it…part of off my philosophy and practice of “going slow to go fast”…

And, the facilitator needs to establish their credentials, even though it isn’t all about them…

I see now that the slide above is missing the book that I published (straight to PDF) this spring: Management Areas of Performance. And it will be missing the book former business partner Ray Svenson and I are finishing up in the next month or two on: Performance-based Employee Qualification/Certification Systems.

That was about me. Done quickly. Modeling behavior. So that I could next spend more time on warming up each of the Participants…starting with the following slide – as appropriate – especially when everyone might be from multiple organizations and not know each other.

I am beginning the “conditioning process” to get them used to responding, and/or assessing their discomfort. And determining who can I first pick on that can probably handle it? Hmmm?

Easing into it so to speak…

Everyone can quickly, easily see “who might have the same kinds of context and issues” as me!

And see the diversity of the group, or not.

Then hopefully they’ll be able to give a little more in the next activity…

I always ask for their: Questions/Comments/Concerns. And take care of them upfront, early, or “board them” on the parking lot…and cover the other appropriate administrative items…

Then a slide for the transition to Lesson #2.

Go get yourself a personal copy of the workshop…and the book…both FREE:

Here are the Review Team quotes from 2001 regarding the book:

“Guy Wallace has written an appropriate follow-up to his lean-ISD [book]. The breadth and depth of his latest book, T&D Systems View, is very impressive. He uses the analogy of a clockface to thoroughly explain his 12-system process. The procedure in the book allows you to assess any training and development operation from a systems’ perspective. It is easy to read and follow thanks to its consistent structure and format from chapter to chapter. An excellent overview of the process is included, along with helpful checklists.”
—James D. Russell
Professor of Educational Technology, Purdue University
Visiting Professor of Instructional Systems, Florida State University

“[T&D] Systems View explains why the T&D function must be managed as a total system: to meet the challenges of a rapidly changing marketplace. The book shows, in detail, what must be managed competently for a T&D manager to ensure that learning happens by design rather than by chance. The best T&D managers manage the system components described in the book, though probably not as well as they will after studying and thinking through how to fill in the weak or missing components.”
—Dale Brethower
Western Michigan University

“T&D Systems View is a useful guide for any organization assessing current T&D processes or establishing new ones. Its emphasis on T&D delivering ROI and shareholder value is a timely message and one critical to any T&D organization’s viability today.”
—Carol Nicks
Director, Workforce Development

“Whether you are new in the training business or an ‘old hand,’ this book will provide you with as much guidance as you need to get the job done.

Guy has provided material that leaves ‘no stone unturned,’ yet there is sufficient flexibility for application in all training organizations. Well thought out.

Many fresh ideas along with solid reminders of things we knew we should do, but we have, somehow, let go by the wayside.”
—Charline A. Wells
Programs Manager – Corporate Training
Sandia National Laboratories

“Guy Wallace has done it again! After demystifying the ISD process in his lean-ISDSM book, he tackles the corporate training and development system and puts it in a business-focused perspective. Whether you are in-house or serving as an external consultant, you will find Guy’s model an invaluable tool for enterprise training and development.

This analytic and design process ensures that you dot all the i’s and cross all the t’s when moving your company or client to Learning by Design, not Learning by Chance. The elegant clockface model helps you develop a clear picture of any organization and clearly helps you map out how best to effectively manage all the elements of the enterprise. Once the elements are mapped out, the model, through enclosed assessment and prioritizing tools, helps determine where and when to put corporate assets to maximize corporate return on investment.

This is a must-have book for any consultant or organization that is concerned about improving the performance of their organization through improving processes and competencies.”
—Miki Lane
Senior Partner
MVM Communications

“T&D Systems View is an excellent resource for anyone with a management role in training. The book has useful guidelines and models on how to structure and manage the T&D function. The models should drive meaningful discussions that lead to better decisions about the roles, responsibilities, and relationships of the enterprise’s leadership, T&D as a function, and T&D’s internal customers.”
—Judith Hale, Ph.D.
Hale Associates

“If you are not actively controlling the critical components of your T&D efforts, then they are by definition out of control. T&D Systems View provides an extremely comprehensive overview of all of the processes that contribute to a successful T&D system. Guy Wallace then takes the next step by showing you how to select those processes that are most critical to the success of your organization and how to get them under control before someone else does it for you. This is a must read for anyone interested in more closely aligning the T&D function with the organization’s strategy.”
—George West
Siemens Building Technologies, Inc.

“At first glance, T&D Systems View paints a formidable picture of the ideal business-driven training and development organization. Then, it dawns on you that, intentionally or not, formally or informally, you’re already doing these things. The question Guy Wallace raises is, ‘How well?’ If I were a CEO, this is how I would look at my training and development function.”
—John Swinney
Bandag, Inc.

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