My 1st Friday Favorite Guru Series: Rodger Chevalier

We begin the First Friday of this month, May 2015, with another of my Favorite Gurus, Roger Chevalier, Ph.D.


I first met Roger in the mid-to-late 1980s at NSPI – now ISPI – the International Society for Performance Improvement. He served on the staff at ISPI for 5 years – if memory serves me well as I believe that was the first 5 of his 10 year plan – and now he consults.

About Roger D. Chevalier

From his web site:

Roger D. Chevalier, Ph.D., CPT          

With over 40 years experience in management and performance improvement, Roger Chevalier is an independent consultant who specializes in integrating training into broader solutions. His past clients include a wide range of businesses, government agencies, and non-profits. He has personally trained over 30,000 managers, supervisors, and sales people in performance improvement, leadership, coaching, change management, customer service, and sales programs in hundreds of workshops.

Major clients include Century 21 Real Estate Corporation, Sun Microsystems, State Farm Insurance, Johnson & Johnson, Hewlett Packard, Dell, Agilent Technologies, Medtronic AVE, E. &. J. Gallo Winery, Microsoft, Parker Hannifin, Siemens Energy and Automation, Phoenix Contact, Storage Dimensions, Energy Northwest, TRW, Vistakon, Realty World, Champion Chemicals, Borg Warner, World Learning, Nextel, the Department of Energy, the U.S. Navy, the U. S. Coast Guard, NATO, and the International Atomic Energy Agency.

Roger is the former Director of Information and Certification for the International Society for Performance Improvement (ISPI). In this role, he was responsible for encouraging the use of performance technology with ISPI’s 10,000 worldwide members by delivering presentations at professional conferences, instructing in ISPI’s Institute public and in-house programs, establishing partnerships with other organizations, publishing articles, working with authors to publish their books, and certifying performance improvement professionals as Certified Performance Technologists (CPTs).

He is a former vice president of Century 21 Real Estate Corporation’s Performance Division where he led a team of over 200 consultants and trainers that developed and delivered sales and management programs for 80,000 sales associates in 5,000 offices nationwide. This role followed a sixteen-year relationship with Century 21 as a contract trainer and management consultant.

Roger is also a former U.S. Coast Guard commander whose final six-year tour was as training director for their west coast training center where he led 140 instructors and staff in implementing instructional systems design in 25 courses for 4,000 students a year. His training center was recognized by the National Society for Performance and Instruction (NSPI) as the “Military Training Organization of the Year” in 1989 for improving the quality of training while reducing recurring annual training costs by one third ($3,000,000 a year).

Roger is the author of numerous articles on human performance technology, leadership, coaching, management of change, customer service, and sales techniques published in a wide variety of professional and trade journals. His new book, A Manager’s Guide for Improving Workplace Performance, will be published by the American Management Association in the first quarter of 2007. He is a faculty member for ISPI’s Principles and Practices program and has been a regular presenter at ISPI and ASTD annual conferences.

He has earned a Doctor of Philosophy degree in Applied Behavioral Science and two Master of Science degrees in Personnel Management and Organizational Behavior. His previous education includes Master and Bachelor of Arts degrees in English literature. Roger has been certified in the field of performance technology by the International Society for Performance Improvement.

Articles by Roger

Additional Articles by Roger

  • “The Changing Role of Evaluators and Evaluation”, Handbook of Improving Performance in the Workplace, (Pfeiffer, 2010)
  • “Leadership in Performance Consulting”, Handbook of Human Performance Technology, Third Edition (Pfeiffer, 2006)
  • “Situational Leadership and Executive Coaching” with Paul Hersey, Coaching for Leadership, Second Edition (Pfeiffer, 2005)
  • “Forward”, Human Performance Technology Revisited, (International Society for Performance Improvement, 2004)
  • “Performance Consulting: Job Aids for Interacting with Clients”, Performance Improvement, January 2001
  • “Human Performance Technology: (a seven-part series of articles for human resource professionals)”, HR.Com, April/May 2000
  • “Is Training the Solution?”, The 1997 McGraw Hill Training and Performance Sourcebook (McGraw Hill, 1996)
  • “From a Process to a System”, Performance and Instruction, Nov/Dec 1994
  • “Leadership: Paradigms”, Performance and Instruction, March 1994
  • “The Manager as Coach”, Supervisory Management, March 1994
  • “Analyzing Performance Discrepancies with Line Managers”, Performance and Instruction, December 1990.
  • “Systematic Change”, Performance and Instruction, May/June 1990
  • “Analyzing Performance Discrepancies with Line Managers”, Performance and Instruction, December 1990.

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Book by Roger


Winner of the International Society for Performance Improvement (ISPI) Award of Excellence for 2008

Selected for the 2008 ISPI Award of Excellence for Outstanding Communication Foreword by Marshall Goldsmith While many supervisors know how to identify flaws in their employees’ performance, only the best managers truly know what it takes to fix the problem. A Manager’s Guide to Improving Workplace Performanc e offers a practical, step-by-step approach to guiding employees to excellence by analyzing their problem areas, developing creative solutions, and implementing change. Employee performance expert Roger Chevalier has helped thousands of managers and human resources professionals to bring out the best in their workers. Using case studies and real-life examples, he shows supervisors how to take their employees from good to great by: * using tools like the Performance Coaching Process, Performance Counseling Guide, and Performance Analysis Worksheets * tailoring the amount of direction and support to an employee’s specific abilities and motivations * applying the Situational Leadership model to teams and individual employees. Practical and authoritative, this book offers a positive, yet realistic solution for one of the greatest workplace challenges facing managers.

Here is a link to Roger’s book at Amazon.Com – here.


Videos of Roger

HPT Practitioner Video

HPT Legacy Video

Roger at ISPI 2012

My Lessons Learned From Roger

Roger, like me, is a big fan of the work of Tom Gilbert (covered in this MFFFG Series in October, 2012 – here). So he is a big reinforcer of that – the BEM (Behavior Engineering Model) and provides good guidance on using that – see the 3rd of the 3 videos above for a 90 minute session on that topic.

Roger was instrumental in my understanding the issues with Level 1 Evaluation Sheets – typically called “smiles sheets” because the goal too often is to keep ’em happy if you can’t be authentic (but I digress).

Here is his article on Evaluation: The Link between Learning and Performance
By Roger Chevalier, CPT – at:

Here – from that article is this gem:

Another lesson learned was centered on the over reliance of Level 1 evaluations to assess the instructors’ performance. In one case, a trainer who was rated in the bottom third of all trainers by his students in Level 1 satisfaction evaluations, was found to be one of the most effective in how his students performed during the first three months after they graduated. The trainer was running evening sessions that gave the students practice with what they learned. After learning about how to make “cold calls” to identify potential clients, that evening students would spent two hours making calls and another hour debriefing what was done. Some of the students made appointments to meet with prospects that they contacted during the evening session. While the students were unhappy about working evenings (as was reflected in their Level 1 evaluations), they were much better prepared for the real world.

The lesson here is, as I read it: don’t focus on Level 1 evaluations. Focus on Level 4.

Contact Info for Roger

Share Your Stories About Roger

If the work of Roger Chevalier has been a valuable influence and/or resource for you – please share your stories about that in the comments section below.

Or simply share a URL there that is relevant.

And – thank you – for sharing!


The My First Friday Favorite Guru Series

We each have many influencers, mentors, both active and passive, knowingly and unknowingly in their respective roles in our development.

This series is my attempt to acknowledge all of them… one by one… in no particular order… as I attempt to consciously reflect on what I have learned and whom I have learned it from, regarding all things “Performance Improvement” – my first focus.

I have a long list.

Lucky me.

Next month – Ken Silber.

Links to All of the Past Posts in the MFFF Guru Series

Here is a page with links to all of the Past Posts from this My First Friday Favorite Guru Series, as listed below – find that – here.

  • Darryl Sink – April 2015
  • Jeanne Farrington – March 2015
  • Don Clark – February 2015
  • Frank T. Wydra – January 2015
  • Philip B. Crosby – December 2014
  • Donald L. Dewar – November 2014
  • Joseph M. Juran – October 2014
  • W. Edwards Deming – September 2014
  • Bonnie B. Small – August 2014
  • Walter A. Shewhart – July 2014
  • Carl Binder – June 2014
  • Ruth Clark – May 2014
  • Rob Foshay – April 2014
  • John Carlisle – March 2014
  • Miki Lane – February 2014
  • Harold Stolovitch – January 2014
  • Bill Wiggenhorn – December 2013
  • Will Thalheimer – November 2013
  • Roger Kaufman – October 2013
  • Roger Addison – September 2013
  • Ray Svenson – August 2013
  • Dick (Richard E.) Clark – July 2013
  • Allison Rossett – June 2013
  • Carol Panza – May 2013
  • Jane Bozarth – April 2013
  • Judy Hale – March 2013
  • Margo Murray – February 2013
  • Neil Rackham – January 2013
  • Robert (Bob) F. Mager – December 2012
  • Joe H. Harless – November 2012
  • Thomas F. Gilbert – October 2012
  • Sivasailam Thiagarajan (Thiagi) – September 2012
  • Geary A. Rummler – August 2012
  • Dale Brethower – July 2012

Here is a page with links to all of the above Past Posts in My First Friday Favorite Guru Series – here.

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4 comments on “My 1st Friday Favorite Guru Series: Rodger Chevalier

  1. Pingback: T&D: Reflections on 40 Years in the Biz | EPPIC - Pursuing Performance

  2. Pingback: RIP: Roger D. Chevalier | EPPIC - Pursuing Performance

  3. Pingback: L&D/PI: Thankful for My Many Mentors | EPPIC - Pursuing Performance

  4. Pingback: Review: The My First Friday Favorite Guru Series | EPPIC - Pursuing Performance

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