My ISPI Michigan Program and Workshop Materials – Feb 21-22 2013

Evening Program Materials

This – an evening program – was my 32nd presentation to an NSPI/ISPI chapter – since 1982. And this was my 107th presentation if I counted correctly.

In 1982 I co-presented to the Houston Chapter of NSPI.

This evening program was about my analysis tools and techniques for “Performance Modeling – and then Systematically Deriving the Enablers of Performance.” Or what I simply call “Performance Analysis.”

ISPI MI Eve Program Feb 21 2013 All Materials guywwallace_Page_01

I pulled a Thiagi – “I don’t do PowerPoint Slides on Thursdays” – even though I had them – and so I jumped right into the APPOs – the Application Exercises – and combining that with my INFOs and DEMOs on: Performance Modeling’s Areas of Performance, and using their kid/summer jobs the attendees segmented their old job into AoPs as the APPO.

Then they identified an Output of that AoP and some Measures, and then the associated Tasks for that Output – all on a Performance Model Chart. Then they derived some K/S – and then don’t you know, the time ran out.

Here are the materials from that session – all in one PDF:

ISPI MI Eve Program Feb 21 2013 All Materials guywwallace

This chapter, BTW, was my home/first chapter of NSPI, way back in the day, back in September 1979. I served on the Newsletter Committee since day 1 at my first chapter meeting. I have presented at this chapter 3 times now, first in 1996 and then in 2004, and again in 2013.

It must not be sticking. :)

Even after I left Michigan and returned to Chicagoland in April of 1982, I continued to support this chapter, back then known as MSIT – Michigan Society for Instructional Technology, and I served on my first “National Committee” – Conference Marketing – getting ready for the 1983 NSPI Conference to be held in Detroit – and then for another 2 years on another National Committee – getting ready Marketing-wise for the Chicago Conference in 1985, this time working with Rob Foshay and Odin Westguard.

From there it was straight into the Vortex – of Volunteerism – at a Professional Society.

Some of you know what I’m talkin’ ’bout.


The graphic on the cover of this issue of PIJ was designed by me (but created professionally).

It BTW was modeled after my ’79 Mercury Zephyr – parked in front of the conference hotel in Detroit. Motown.

Workshop Materials

And this – from an all day workshop – was my 33rd presentation to an NSPI/ISPI chapter – since 1982. And this was my 108th presentation overall. IF I counted correctly. This one was about Project Planning.

ISPI MI Workshop Feb 22 2013 All Materials guywwallace_Page_001

Here are all of the workshop materials in one big PDF:

ISPI MI Workshop Feb 22 2013 All Materials guywwallace

Smooth Sailing Outbound


The Workshop

On the Left…Stage Right…


And on the Right…Stage Left…


We were still hanging out at the 8:30 start time, 12 of us waiting on 15-some stragglers who would be late due to the snow falling that morning.

We started over 60 minutes late and I scrambled to adapt what I had intended to do, especially changing the partnering on all of the exercises and made them solo to reduce the cycle time while trying to cover everything. The goal was for everyone to figure out a little bit on how they might “adopt what they can – and adapt the rest” from my approach and project planning tools, including the Interview Guide for either ISD or non-ISD efforts.

One of the things we covered was that ADDIE is a project planning framework, not an ISD design tool or method. It’s a planning framework. My ADDIE-like process is named: MCD – Modular Curriculum Development/Acquisition – due to my desired to design modular content for increased ReUse (As Is, or After Modification). Other things we covered included

  • The Activity Block
  • An ADDIE-like model of Activity Blocks
  • Touch Time vs Cycle Time and Wiggle Room for Murphy
  • The Cost of Non-Conformance and the Cost of Conformance
  • ROI
  • Communications – Communications – Communications
  • Allow No Surprises
  • Introvert adatptation of Guy’s Extrovert Processes, including: of Project Planning & Pricing Live on the Client’s Whiteboard
  • My Project Plan and Task-Time Charts and the relationship to my ADDIE-like model of Activity Blocks
  • My Client & Stakeholder Interview Guide – for project planning input
  • Applying all of this to 1 Phase of Everyone’s’ Unique/Adapted ADDIE-like planning framework of Activity Blocks
  • Communications – Communications – Communications
  • Scope Creep and Showing Implications
  • Project Steering Teams – Biggest SOB
  • Go Lights
  • PST Decisions at end of Gate Review Meeting: Kill It – Defer It – Modify It – Resource and Support It
  • Communications – Communications – Communications
  • Communications – Communications – Communications


  • Speak in the Language of Business in Your Performance Context
  • Plan at a detailed level even if only sharing a high-level view with your clients and stakeholders – due to their potential/probable intolerance for all the “stinkin’ details” (a technical term)
  • Communications – Communications – Communications
  • Communications – Communications – Communications
  • Communications – Communications – Communications

Adopt what you can and Adapt the rest.

I believe that this Friday workshop, and the evening program on Thursday, went very well.

I am waiting for some feedback.

Meanwhile I Still Wait – at 7 am on Saturday – for My Missing Bag


This is only the 2nd or 3rd time in 34 years that this has happened to me.

One bag returned and one never to be found.

That Murphy. Grrr.

Back from On The Road, but only for a day.

Some Analysis Videos

From my library of 55+ Videos on The PACT Process for ISD/ Learning/ Knowledge Management…

Some Project Planning Videos

and finally, from an ISPI Conference presentation…

lean-ISD – the Book

Click on image above for the free 410 page PDF.

Buy the Paperback version for $30 here as well as a Kindle version.

lean-ISD was awarded an ISPI Award of Excellence in 2002 for Outstanding Instructional Communication

*** ***

lean-ISD Book Early Reviewer Quotes from 1999…

Geary A. Rummler from the Performance Design Lab says, “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 the 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.’ ”

Miki Lane, senior partner at MVM The Communications Group says, “lean-ISD takes all of the theory, books, courses, and pseudo 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 supposed to 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 more than 20 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.”

Dale Brethower, Ph.D. from Western Michigan University says, “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 developing training that adds value, for people who are so committed to competence for themselves and 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.”

Jim Russell, Professor of Instructional Design at Purdue University says, “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.”

John Swinney, from Bandag, Inc. and president of ISPI says, “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 PACT Processes help introduce the voice of the customer into any training organization whose mission is to improve performance.”

Randy Kohout, director of knowledge management at Fireman’s Fund says, “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 Guy Wallace’s PACT Processes for Training & Development. The book is designed so that I was able to quickly access the information I needed to provide my clients with 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.”

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

The Bag arrived at noon. Unannounced.


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One comment on “My ISPI Michigan Program and Workshop Materials – Feb 21-22 2013

  1. I don’t think I’ve made 32 presentations, but I certainly recognized the cover of the post-conference report from 1983. I may still have my own copy.
    That’s where I made my first presentation.
    I had joined NSPI, as it was then, only a few years before. I’d attended at last one conference, and possibly two.
    In those days when in-person networking was pretty much the only way to network, I was greatly impressed with the usefulness of conference presentations and with how approachable many of the big names were.
    My own presentation was about using the tools of a computer-based training system to help people learn. I was in charge of CBT at Amtrak, and had a lot of hard-earned experience (in other words, I’d made a lot of mistakes).
    I spent a lot of time trying to figure out ways to share things that others might find useful even if they didn’t use the same software we did.
    The day before my session, one of those grad-student volunteers asked what I’d be talking about. After I told her, she said, oh, I think my professor would be interested.
    Expecting maybe 30 people to attend “CBT: Your Mileage May Vary,” I discovered 80. And in the front row was her professor – Dale Brethower.
    In retrospect, I think I did a good job trying to limit my topic and show people ways to use data to provide feedback and get a sense of what was going on. Mostly I remember Dale coming up and shaking my hand afterward.


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