3 Books: Available as Free PDFs and as Paperbacks

In the spirit of sharing I have been offering several of my older books – from 1999, 2001 and 2008 – as free PDFs – and as Paperbacks.

Here are 3.

Book 1 Overview: lean-ISD

Begun in 1983 as “The Curriculum Manager’s Handbook” – it was published in 1999 as leanISD.

This book fully covers the ISD – Instructional Systems Design or ID – Instructional Design concepts, models, methods, tools and techniques for  The PACT Processes for T&D/ Learning and Knowledge Management Systems, including the 3 levels of ISD:

1- CAD – Curriculum Architecture Design and

2- MCD – Modular Curriculum Development/Acquisition (the ADDIE-like level in PACT  at the final product-level of Instructional Product Design in PACT), and

3- IAD – Instructional Activity Development/Acquisition (another ADDIE-like level in PACT at the component-level of Instructional Product Design in PACT), and

Those 3 levels of ISD are enabled/supported with a common performance-oriented Performance & Instructional Analysis methodology-set, and a common performance-oriented Performance & Instructional Project Planning & Management methodology-set, with adapted processes, steps and tools, shared across those 3 levels of ISD in PACT: CAD, MCD and IAD.

These ISD methods and processes were field tested hundreds of time by dozens of Practitioners working in teams or solo – with the Client Teams – in the collaborative approach that is PACT. This book was created to augment formal workshops and coaching session delivered by Guy Wallace.

Cover design and production by the late Geary A. Rummler (1999).

This book received an ISPI Award of Excellence in 2002 in the category of Instructional Communications.

For the free 410 page PDF please go – here.

And for the $40 Paperback at Amazon subsidary: CreateSpace – please go – here.

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Book 2 Overview: T&D Systems View

Started in 1998 and Published in 2001.  It guides a diagnostic assessment and process-oriented design of a T&D – Training & Development function/organization. It identifies 47 adaptable Processes within a T&D System, organizes those into 12 Sub-Systems – organized into 3 groups/bundles of Processes type: Leadership, Core and Support.

This book augments a working session workshop – for a L&D/ T&D Leadership Team meeting off-site – at a location of the client’s choosing and coordination – to

1) assess the state of 47 Processes for discussions on ownership, customer and stakeholder identification and assessment audits, risk assessment and ROI estimation,

2) improvement specifications for design, development and implementation of improvements with high ROI potential, and

3) developing Project Scoping Statements and an estimated Project Schedule draft for an Improvement effort.

For the free 410 page PDF please go – here.

And for the $40 Paperback at Amazon subsidary: CreateSpace – please go – here.

*** *** ***

Book 3 Overview: performance-based Employee Qualification/Certification Systems

This book guides one in creating an administrative System, with the Processes and Infrastructure Resources needed to develop and administrate a Performance-based/oriented Qualification or Certification System – versus a Knowledge-based/oriented Qualification or Certification System.

The book is based on several large scale efforts to build a Performance-based, Pay for Performance compensation systems tied to Staff development – beginning with a project for 18 classes of technicians working the oil fields of Prudhoe bay Alaska in 1987; then another Pay-For-Performance effort for another 20 technical populations on the Alaska Pipeline in 1994, and with an HVAC/Energy Management firm’s Branch staff for a Accelerated Time-To-Performance (and compensation) initiative  in the late 1990s.

Besides the development of Performance Tests, the book covers the 9 Subsystems of a Performance-based Employee Qualification/Certification System – which are covered in 3 groupings:

Leadership Subsystems

  • L1- System Governance – for managements’ command/control/empowerment
  • L2- System Change Control – to keep everything up-to-date
  • L3- Communications – to keep all stakeholder groups fully informed

Core Subsystems

  • C1- Individual Test Planning – to align Q/C Testing to the needs of the job
  • C2- Testing – to conduct all testing
  • C3- Test Results Appeal – to allow for appeals

Support Subsystems

  • S1- Test Development – to develop tests
  • S2- Assessor Selection & Training – to insure assessor quality
  • S3- Data Management & Reporting – to handle data for all other subsystems

For the free 205 page PDF please go – here.

And for the $25 Paperback at Amazon subsidary: CreateSpace – please go – here.

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

lean-ISD – Early Reviews from 1999

“If you want to ground your fantasy of a ‘corporate university’ with the reality of a sound ‘engineering’ approach to instructional systems that will provide results, you should learn about the PACT Processes.

If you are a leader of, or a serious participant in, the design and implementation of a large-scale corporate curriculum, then this book is for you. This system could be the difference between achieving bottom-line results with your training or being just another ‘little red school house.’”

Geary A. Rummler, Ph.D. – Performance Design Lab

lean-ISD takes all of the theory, books, courses and psuedo job-aids that are currently on the market about Instructional Systems Design and blows them out of the water.

Previous “systems” approach books showed a lot of big boxes and diagrams which were to supposedly help the reader become proficient in the design process.  Here is a book that actually includes all of the information that fell through the cracks of other ISD training materials and shows you the way to actually get from one step to another.  Guy adds all of the caveats and tips he has learned in over twenty years of ISD practice and sprinkles them as job aids and stories throughout the book.

However, the most critical part of the book for me was that Guy included the project and people management elements of ISD in the book.  Too often ISD models and materials forget that we are working with real people in getting the work done.

This book helps explain and illustrate best practices in ensuring success in ISD projects.

Miki Lane – Senior Partner – MVM The Communications Group

“This highly structured and detailed process for instructional design provides excellent guidelines for advanced students and practitioners. The focus is on improving training and development processes and products in business and industry.”

            James D. Russell – Professor of Instructional Design, Purdue University


“Guy Wallace is giving away the magic. This book provides a model and methodology to help a training function link its long-term outputs to the business needs of the organization. The PACTProcesses help introduce the voice of the customer into any training organization whose mission is to improve performance.”

            John M. Swinney – Manager of Curriculum Design and Development – Bandag, Inc.

“This book is not an easy read, it is something much better. It is a book written for people who share Guy Wallace’s passion for development training that adds value, for people who are so committed to competence for themselves and for the people they serve that they are willing to do what it takes to develop training that adds value. The best way to use the book is as a guide in doing projects . . . it describes the why and the what and offers many wise and useful suggestions about how.”

            Dale M. Brethower, Ph.D. – Professor of Psychology, Western Michigan University

“I’ve found lean-ISD to be a very useful reference tool and resource.  After having been involved with Guy Wallace on a large-scale application of the methodology at my last firm, I’ve taken on several recent projects in my new company using many of the methods, tools and templates of the PACT Processes for Training & Development.  The book is designed so that I was quickly able to access the information I needed to provide my clients practical, timely and quality approaches to tackling their business issues. I highly recommend this book as a guide for business professionals challenged by either training and development, learning, knowledge management, or human competence development projects.”

Randy Kohout – Director, Knowledge Management – Fireman’s Fund

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

T&D Systems View- Early Reviews from 2001

“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

“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, Ph.D.- Professor, 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 – Verizon

“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

 “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.

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

Employee performance-based Qualification/Certification Systems – Early Reviews from 2008

Darlene Van Tiem:

Svenson and Wallace provide a definitive guidebook complete with sound advice and a wealth of examples, covering everything you need to establish and sustain a successful qualification/certification system!

Joe Durzo:

This whole book is like a road map to unexplored territory. Some practitioners have been there before but left no maps to guide those who follow. You have mapped out a complex territory that has had little systematic attention but which is very important.

This book is a very useful contribution to the practice of performance development and improvement. Most of the professional literature focuses on elements of the system—test development, feedback, etc. and NOT on the design and management of a whole-company approach to qualification and certification. Most of the really difficult issues are not in the individual blades of grass, but are in the overall landscape which you describe so well.

This book should be required reading for anyone who is venturing out for the first time to create a qualification/assessment/certification system.

Anita Augustine:

I like the questions approach used at the beginning and end of each chapter. I very much like the preface. It “sets” the book well regarding expectations. Emphasis on project plan criticality is GOOD! For some reason, establishing a strong agenda, for meetings, seems to be very difficult for most; these samples should be most helpful! The case studies are strong and I’m glad you incorporated those; most helpful. I really liked the work overall; it is thorough and well done.

Mark Graham Brown:

Thanks for sending me the book! You guys have done an amazing amount of work to document all this stuff and present it using beautiful pages. It looks very professional.

If the goal is to give someone step-by-step directions on how to design, develop, and maintain such a system, there is a lot of great detail here. Chapter 1 is interesting reading, addresses key questions a reader should have, and is clearly written. The book is clearly based on some valuable real-world experience. The Alaska examples are good case studies. The book is a great documentation of the process and lessons learned on these two projects.

Louise Leone:

In my opinion the first few chapters are written in a way that does interest people like myself. I think you guys have done a nice job in grabbing the audience early.

Jim Russell:

I like the 9 part cover diagram! Clear, simply written, easy to follow. The book format and layout look good – eye appeal! Excellent introductory chapters. Chapters 3-6 provide a good overview of the system. Chapters 7-10 provide more detail about the system. Excellent lists and tables. You’ve hit the target and are on the mark!

John Swinney:

This is a manual for building a bullet-proof, performance-based qualification and certification system. As complex as a project of this magnitude could be, this book provides the fundamental “how to.”

Very well done! I like the conversational style. You’ve taken a relatively complex and detailed process but have handled describing it with plain business language. The one thing I really like about all the work you guys have done together is that you are always aware of the needs of the business at every point of the process.

The project plan for the TMC Stores case study is worth the price of admission. It provides very good picture of how it all comes together. Nice addition! If I was charged with that responsibility, this book is where I’d start! Given the book as the operating guide, I think I could take the project plan and begin to do it!

Book Updates & Reconfiguration – 2011

In 2011 the first two of these three books, along with other books, articles, columns and Blog postings – were updated and reconfigured into a PACT 6 Pack.

For more information about these books – all available as Paperbacks and as Kindles, please go – here.

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