The PACT Process for ETA: Existing T&D Assessment

Assessment For What?

For ReUse.

ReUse “AI – As Is” – or – “AM – After Modification” – or – “NA- Not Applicable” or appropriate or…

Compared to What? Who or What Says So?

Compared to a Model of Performance – and a series of Charts of Enabling Knowledge/Skills.

Produced in a facilitated Group Process using Master Performers – the Exemplars – the SMEs who do the job and don’t just know about it or something relevant to the Performance Requirements ad the Performance Context.


Areas of Performance – AoPs – are the segments of Performance.

Non-overlapping and non-gapped.

This is sometimes tricky. And political. In my experience.

AoPs Sales Rep

This frames the Performance analysis.

Performance Model

What happens in each AOP – and what is produced?

And what are the current state issues regarding this chunk of Performance?

ABC Sales PM Chart Example

Having this level of detail about performance enables a Group to continue to produce a list of enablers REQUIRED for Performance.

K/S Categories

These organize the voluminous set of data to be captured.

For most “Jobs” that I have done this for – the number of discreet K/S enablers in the data-set is between 600 and 1800.

Ya gotta be organized.

K-S Categories

There are many ways to capture the data – and many more inefficient ways.

The facilitator or data gatherer needs key skills – to avoid group burn-out, confusion, in-fighting, etc., etc.

K/S Matrices

This are the discreet enabling K/Ss per K/S Category.

KS Matrices

Now you know what you are looking for.

The ETA Process

Like I just said: Now you know what you are looking for.

PACT ETA Process

Where does the data go – and what data is captured in a PACT ETA effort?

Data Capture

This format varies project-to-project – but not that much.

ETA Form – Side 1


ETA Form – Side 2


That’s the data – of ETA of PACT.


PACT is all about performance-based ISD…


PACT is structured like engineering or architecture is – if it is to be both EFFECTIVE and EFFICIENT.

3 Levels of Design

There are 3 levels of ISD Design, more levels of ISD analysis, and many levels of ISD project management.

3 Levels of Design w titles



ReUse leads to many benefits – if the Content – Instruction and Information (static and dynamic) is worthy – performance enabling – otherwise … it’s a total loss from an ROI perspective.

ReUse Event Map and 5-Tier Inventory

ReUse is possible – but not just at the Lesson level of the Learning Objects movement of the apst.

Phase 2 – Sub-Phase 2

ETA happens within a Context…

CAD P2 Sub-Phases

Which happens in a bigger Context…


Either in CAD or MCD/IAD efforts.

ETA – it’s scalable! And leads to ReUse.

As Is. – or – After Modification.

Or – not at all.

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