1st Friday Favorite Guru: Judy Hale

This month we start the First Friday of March 2013 with another of my favorite gurus…

Judy Hale

Judith Hale, dba Hale Associates, is an established consultant with more than 25 years experience working with the private and public sectors.  What distinguishes Hale is her ability to offer innovative approaches to increasing the capacity and capabiliies of employees, suppliers, and after-market partners.

Hale is known for being practical and ingenuous in her recommended approaches to credentialing and certification.  The words frequently used to describe Hale are Ingenuity – she sees possibilities others miss; Integrity, she never loses sight of the goal and never sells out to the party line; and Intelligence, she knows how to get relevant and valid information.

I have know Judy professionally since we both joined the Chicago Chapter of NSPI – the National Society of Performance Improvement in 1982. Her firm, Hale Associates had a good relationship with me and my partners at R. A. Svenson & Associates that later became Svenson & Wallace, Inc. – and we sometimes got together to share lessons learned about running that kind of business, a consulting firm. It was quite collegial.

Years later she and I served on the Board of ISPI – the International Society for Performance Improvement – in 2000, when I was a Director and Judy was the President-Elect on President John Swinney’s Board.


Judith A. Hale, Ph.D., CPT, and ibstpi Fellow [call her Judy].

Her firm Hale Associates has worked with clients in all industries in the private and public sectors for more than 25 years. Clients describe her as someone who:

•         Knows what is going on in the field of performance improvement,

•         Can quickly analyze organizational problems and identify key issues,

•         Gets the job done,

•         Is easy to work with, and

•         Can make sense out of confusion while helping them stay focused on what matters.

Volunteer Roles

Judy has served as president of the International Society of Performance and Improvement (ISPI) – twice.  She currently serves on task forces undertaking research related to credentialing and is leading a task force in the development of a performance-based certification for school superintendents.   She has served on the ISPI President’s Advisory Council, on the Illinois Occupational Skills Standards Credentialing Council, and was a commercial arbitrator with the American Arbitration Association.


Judy was received ISPI’s “Life Member” award in 2008 and the “Gilbert Award” in 2009.  She taught graduate courses in management for 14 years for the Insurance School of Chicago and received the school’s “Outstanding Educator” award.

Judith speaks regularly at international and national conferences on subjects related to competencies, credentialing, evaluation, implementation, needs assessment, and performance improvement.

Judy’s Publications

Judy’s latest book The School Improvement Specialist Field Book (2013) was co-authored by Deb Page.  Judy is also the author of the popular resource about certification – Performance-Based Certification: How to design a valid, defensible, cost-effective program, 2nd ED (2012), the best-sellingresource on performance improvement consulting – Performance Consultant’s Fieldbook: tools and techniques for improving organizations and people, 2nd Ed (2007); Outsourcing Training and Development (2006);Performance-based Management: What every manager should do to get results (2003); Performance-Based Evaluation: tools and techniques for measuring the impact of training (2002); The Training Manager’s Competencies (1989); and co-author ofAchieving a Leadership Role for Training (1995).

Judy is a contributing author to the ISPI Handbooks on Evaluation and Interventions (2009) and a contributing author to the ISPIHandbook of Performance Technology, 3rd edition (2006).  She wrote the chapters “The Intervention Questionnaire” in What Smart Trainers Knowed. Lorraine L. Ukens, Jossey-Bass Pfeiffer (2001) and “The Hierarchy of Interventions” in the Source Book for Performance Improvement, Pfeiffer (1997).   She was the topic editor of Designing Work Groups, Jobs, and Work Flow and Designing Cross-Functional Business Processes, published by Jossey-Bass (1995).  She developed the Standards for the Training Function1995, and the Workbook and Guidelines for Designing Valid Tests (1995).

Judy’s Education and Credentials

Judy was awarded a B.A. from Ohio State University in communications, a M.A. from Miami University in communications, and a Ph.D. from Purdue University in instructional design.  Her doctoral research was on how to control bias in competency studies.

One of the Many Things I Learned From Judy

Was how to collaborate with groups and insure everyone had a voice in the process and outputs.


What I Also Learned From Judy

About her passion for certification. Here she speaks to a group of CPTs at the 2010 conference that I recorded.

Some Great Resources From Judy For You

Judy has many books available via Amazon – see the list here.

Video Interview I Did With Judy in 2009

The video is 10 minutes in length.


My Favorite Memories of Judy

Are meetings and dinners on the road at Board meetings, and meetings at her house. Judy is warm. And passionate.

And a true professional.

When we started the Charlotte (NC) Chapter of ISPI we asked Judy to help us and speak. She was our second speaker and it was a popular session.

To get to know Judith better yourself, you can find her speaking at major conferences.  She speaks regularly on certification, performance improvement, and evaluation.

¨      ISPI’s Conferences

¨      Training Magazine’s Annual Training Conferences

Judy also does a lot of volunteer work for local ISPI and ASTD chapters including committee work and giving presentations.

Contact her at Haleassoci@aol.com to find out where and when she is presenting.


Share Your Stories

If Judy has been a valuable influence and/or resource for you – please share your stories about that in the comments section below. Or share a URL that is relevant.

And thank you for sharing!

My Favorite Guru Series

Next month – Jane Bozarth.

The Series so far …

  • Margo Murray- February 2013 – here.
  • Neil Rackham – January 2013 – here.
  • Robert (Bob) Mager – December 2012 – here.
  • Joe H. Harless – November 2012 – here.
  • Thomas F. Gilbert – October 2012 –here.
  • Sivasailam Thiagarajan – September 2012 –here.
  • Geary A. Rummler – August 2012 –here.
  • Dale Brethower – July 2012 – here.

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9 comments on “1st Friday Favorite Guru: Judy Hale

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