Part 12 – Assessing Your T&D/ Learning/ Knowledge Management Systems

This 12-part Blog series addresses the systems and processes of an organizational entity focused on T&D/ Learning/ Knowledge Management.

The 12 clockface positions of the T&D Systems View model each represent a subset of the total system of T&D. They are organized into three groupings.

  • T&D Leadership Systems and Processes
  • T&D Core Systems and Processes
  • T&D Support Systems and Processes

This time we address…

11 O’clock: T&D Research and Development System
11.1 T&D Methodology and Technology Surveillance Process
11.2 T&D Internal and External Benchmarking Process
11.3 T&D Methodology and Technology Pilot-Testing Process

T&D Research and Development System – This system’s processes organize the surveillance and testing of various new T&D methods and T&D technologies for the potential purposes of internalization.

11.1 T&D Methodology and Technology Surveillance Process
Outputs and Their “Utilities”
The key outputs from the T&D Methodology and Technology Surveillance Process include the following:

Is It Broken? Clues and Cues
Your T&D Methodology and Technology Surveillance Process may be broken if

  • You are not constantly, systematically surveying the marketplace for what’s new.
  • Customers or other leaders in the enterprise are asking you about methodology or technology that you are unaware of.

11.2 T&D Internal and External Benchmarking Process
Outputs and Their “Utilities”
The key outputs from the T&D Internal and External Benchmarking Processes include the following:

Is It Broken? Clues and Cues
Your T&D Internal and External Benchmarking Processes may be broken if

  • You reinvent systems, processes, or products that already exist.
  • You start development or improvement efforts with only the old model and a blank sheet in front of you, instead of with several new models borrowed from elsewhere.

11.3 T&D Methodology and Technology Pilot-Testing Process
Outputs and Their “Utilities”
The key outputs from the T&D Methodology and Technology Pilot-Testing Processes include the following:

Is It Broken? Clues and Cues
Your T&D Methodology and Technology Pilot-Testing Processes may be broken if

  • Things get implemented without testing, resulting in scheduling and cost issues and reduced ROI.
  • You never pilot test new methods, techniques, tools, etc.
  • Too many things have been implemented in the past that just haven’t worked out as well as first thought.

Part 12 Summary
Keeping abreast of what’s new is only a portion of R&D for T&D/ Learning/ Knowledge Management. “What works Where and Why?” is a much more important question to answer! So be careful and a bit skeptical! Healthy skepticism is what’s needed given all of the claims made in our particular marketplace. Look for solid proof – data!

For more on this assessment model please see the free 400+ page book: T&D Systems View at www.eppic.biz which is intended as both an analytic and design tool.

Guy W. Wallace, CPT, has been an external ISD/HPT consultant since1982, is the president of EPPIC Inc., is a past president of ISPI, and was the author of the book: lean-ISD, a recipient of an ISPI 2002 Award of Excellence.

He may be reached via, and related resources may be obtained at his web site: www.eppic.biz and at his Blog: Pursuing Performance at: http://pursuingperformanceblog.blogspot.com
and his Wiki: http://thepactwiki.wikispaces.com/

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