Planning Flexibility Exists from Top-to-Bottom in PACT

Let me walk you through 12 high level descriptions of the potential ISD organization’s Service Offerings…the PACT Processes being applied flexibly…just as I’ve experienced in 29 years – and that is not even considering the different, flexible “approaches” of either traditional or collaborative – for the CAD, MCD and MCM (the maintenance version of MCD) ISD services offerings…

1- CAD for one Target Audience – for a critical, high-risk, high-reward role or job. Defines all of the training & development required to speed achievement of performance competence, including identification of all existing content that meets the needs and identification of all content gaps – for prioritization and resourcing as appropriate to the projected ROI.

2- CAD for multiple Target Audiences – for a job family or for a cross functional team in a cross functional process or processes. Defines all of the training & development required to speed achievement of performance competence, including identification of all existing content that meets the needs and identification of all content gaps – for prioritization and resourcing as appropriate to the projected ROI.

3- MCD for large courses/sets-of-content – for a 3 to 5 day course/workshop/session/etc. The larger the set-of-content and/or the more critical the rewards/risks that this content enables, the more rigorous our approach would be, following the full 6-Phase approach – which can still be sped up even faster by the use of dedicated teams working 40 hours per week on this one project exclusively. Or it can be approached in a less demanding/dedicated manner – depending on the Client’s needs and constraints. MCD is our version of ADDIE for developing new content.

4- MCD for small courses/sets-of-content – where the output might be a short module of content of 2 hours or less. This is where we would use an adapted version of the 6-Phase model; where we would most often be combining and/or skipping Phases – deliberately. Should you formally “Pilot-Test” a 15 minute module on “setting up and using your work phone” module despite the large audience? Or do you do enough “developmental testing” prior to release so as to not embarrass yourself and our organization? Or do you skip the formal “Pilot-Test” for a 2 hour “Introduction to Risk Management in Business” module despite the small size of the target audience? The higher the risk/reward that the content addresses – the more we would own the analysis and design efforts within the Design/Development. MCD is our version of ADDIE for developing new content.

5- MCD for very large sets-of-courses/sets-of-content – where we might be building out weeks and weeks or months and months of content. These projects would look more as a combined CAD-MCD effort than a straight MCD effort. We would definitely own the analysis and design efforts within the Design/Development. MCD is our version of ADDIE for developing new content.

Again,,,here I am using MCM – Modular Curriculum Maintenance as a special version of MCD upon which MCM is based…

6- MCM for minor maintenance of courses/sets-of-content – might use more effort from our Deployment Team partners than our own staff in Design/Development. As the Learning staff closest to the “front lines” they are often first to hear about changes in the real world – and are in the best position to make immediate changes to our Master Materials Change Management Systems (another process that we need to define and then enable). MCM is our version of ADDIE for maintenance of existing content.

7- MCM for major maintenance of courses/sets-of-content – MCM is our version of ADDIE for maintenance of existing content. Maintenance can be needed because of accuracy, completeness, appropriateness, and effectiveness issues – or any combination. Those factors will dictate the need for analysis and/or design efforts to precede updating efforts.

8- MCM for continuous maintenance of courses/sets-of-content – for systems as one example, where the schedule is driven by a planned release schedule or an unplanned update/fix. requirement. We will plan this work quarter-by-quarter when that seems to make more sense than planning and managing them project effort-by-project effort. Or this will address the continuous logging of change requirements that are needed immediately and are to be handled in a planned/routine manner. MCM is our version of ADDIE for maintenance of existing content.

9- Program Planning for Target Audiences – where we want to document our data about that target audience (a job title or a job family), the current state content offerings (whether from our training/learning organization, or not), satisfaction data and suggestion data from various stakeholders including the learner, the learner’s management, the Client (top-of-house), deployment staff, deployment management, etc., and our plans for improvement of the current state via CAD, MCD, or MCM project efforts. Here we will articulate/document our agreed to evaluation strategy for this target audience and the content on their T&D Path.

10- Program Planning for Topic Areas – where we want to document our planning data about that topic area (for sales, service, leadership, compliance type content), identifying the current state of content offerings, satisfaction data and suggestion data from various stakeholders including the learner, the learner’s management, the Client (top-of-house), deployment staff, deployment management, etc., and our plans for any improvement of the current state via MCD or MCM project efforts. Here we will articulate/document our agreed to an evaluation strategy for this topic area and the specific content originating from the topic area owners/ source.

11- Portfolio Planning & Reporting – where we will plan and report out results-to-plan to “organizational segments” within our defined Client group – at that level/focus. And as appropriate to the needs of our Clients, as determined by our Client Contact Staff- we will re-configure this level of planning and reporting to meet the Client’s needs. This level of planning reflects the Programs and Projects that we are caring for.

12- Client Planning & Reporting – where we will plan and report out results-to-plan to “organizational segments” within your business unit- at that level/focus. As you and your Clients might reorganize – you will flex to mirror them. This is mainly a “roll up” of the Portfolio and Program Plans.

PACT is flexible, as much as feasible; and PACT is rigorous, to whatever level required.

For more, see: http://www.eppic.biz/ – especially the free book PDFs for both “lean-ISD” and “T&D Systems View” – that relate to this Post’s topic.

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