A BOM – Bill of Materials – For An L&D Path

An Architectural Approach to Content for Performance

Which includes Learning before the moment of need which is sometimes in addition to at the moment of need Performance Support… is best served with an Architectural approach – or Content Configuration approach – rather than an Artistic approach to content creation and configuration. IMO.

And for that approach to a modular curriculum – not a collection of modules – a BOM – Bill of Materials kind of thinking needs to be in place, among other things.

This post is going to explore BOMs.

ReUse Event Map and 5-Tier Inventory

A Path or Menu of Performance-based Learning Experiences

Of many blends of modes and media.

In my PACT Processes all BOM elements/items are the building blocks – at one level – and add up to become what I call Instructional Activities, which roll-up to become Lessons, which Roll Up/Add Up to become Events, which Roll Up to be part of a Development Path or Menu… a.k.a: Learning Paths.

To me they are – or should be called: Performance Competence Development Paths No Kidding.

No kidding.

Here is a lock-step Path…

CAD Path Call Center Sales

Being lock-step was appropriate for the Performance Context/Situational Context.

But’s that typically not the case.

Here is a Path/Menu Combo…

CAD Path Supervisors

This Path had a Path after this – for the Zone Manager. The original intent was to do the next two levels after that for the Production organization, then take those 4 across the other Functional Areas of the shipyard, but funds ran out. There was/is a war going on.

Some Job Title Performance Expectations “variance” is quite high – and a more Menu-like Path is more appropriate.

And here is a Menu…

CAD Path Prod Mgrs

Each Performance Context is different. I always focus on Jobs and then go Macro and Micro from that position in my data-set logic.

PACT Data Logic

BOM – Bill of Materials

The elements of a Product or System.


Bricks 1

The BOM items in my PACT Processes for T&D/Learning/ Knowledge Management include Performance Clusters and Knowledge/Skill Items.

The Performance Clusters

The Performance Clusters are clusters of data about the Area of Performance, the Outputs and Measures, the Tasks and Roles/Responsibility data. You can see them organized on this example Performance Model chart…


There are 2 clusters above.

The data-set would also include the Gap Analysis data (not shown on this example).

Knowledge/Skill Items

Knowledge/Skill Items that are also included in my BOM-type thinking are captured and reported out on a K/S Matrices… organized by K/S Categories

TMC KS Matrix Example

Here are the K/C Categories in my model…

K-S Categories

A Curriculum Architecture Is Not Merely a Collection of Courses or Modules

Bricks 2

Analysis should be quick – because it is to the Point and the next Point and the next…

PUSH-PULL Content - By Design

These 5 Tiers – of my inventory scheme – are just one of 4 sets of data to be captured.

But this one side of that 4-sided box is our focus today.

Push-Pull and The 5 Tier Content Inventory Framework

Can you see some of the Content you last wrangled with – in this 5 Tier Sort?

Not every course, workshop, webinar, etc., includes all types of Content – but across a Curriculum – a Path or many – all of these should be present.

I have been categorizing content in this manner since the early 1980s.

Clients that maintained the approach after a CAD effort into their ADDIE-like methods to produce content found they were able to share some content “as is” and much more “after modification” bringing certain benefits.

PACT 7 Business Reasons for Embracing

IME and the experience of many of my clients.

Here is the low cost way to learn more about this.


Or you can engage me to assist you and your team in adopting and adapting the PACT Processes for T&D, Learning and Knowledge Management.

guy.wallace @ eppic.biz

(remove the spaces)

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