Final Friday of the Month: Part 8 – Assessing Your T&D/ Learning/ Knowledge Systems

In this month’s Final Friday Feature – for August 2015 – we will address…

7 O’clock: T&D Product and Service Line Deployment System

7.1    T&D Master Materials Storage and Retrieval Process

7.2    T&D Master Materials Change Management Process

7.3    T&D Scheduling Process

7.4    T&D Facilitator and Coach Development and Certification Process

7.5    Facilitator-led T&D Deployment Process

7.6    Self-paced T&D Deployment Process

7.7       Coached/Mentored T&D Deployment Process

T&D Product and Service Line Deployment System – This system’s processes organize the operations of the T&D distribution channels, including traditional instructor-led, group-paced classroom deliveries, but also Web and Intranet delivery systems, CD-ROM/ CBT modes, etc.

This also includes all of the media and methods for deploying either traditional or nontraditional T&D/L&D.

This is one of the more volatile areas of the model, with constant change in deployment media, modes and platforms.

Preface

This 12-part Blog series addresses the systems and processes of an organizational entity addressing T&D/ Learning/ Knowledge Management.

Original source is my 2001 book… T&D Systems View… which is available as a free PDF, and as a paperback for $20.00 USD plus s&h.

2001 TDSV Book Cover

The T&D/ L&D Clockface Model

We are “rockin’ round the clock” – so-to-speak – starting from the 12 O’Clock portion of the model – the most important sub-system in the system you have in place for T&D/ Learning/ Knowledge Management – IMO.

Your models and thoughts may vary. And may need to.

Slide1

The T&D Clock-Face Model

The 12 clockface positions of the T&D Systems View model each represent a subset of the total system’s Processes of T&D. Not all are of equal consequence, and therefore, imporatnce – and then worthy of improvement efforts. Sometimes you need to live with it as it is and do the best given current realites. But othertimes you need to address the improvement potential inheirant in any poor practices, policies and processes.

The T&D Systems View model’s (sub) Systems are organized into three groupings. Each of the 12 Systems’ Processes – the target of your assessment/analysis and/or design/development of improvement efforts. The 3 groupings are:

– T&D Leadership Systems and Processes

– T&D Core Systems and Processes

– T&D Support Systems and Processes

Another view of these is next…

Slide2

Here is the “big picture” – ala the Clock-Face View – with System Call-Outs – for your once over…

Slide39

Back to the model…

7 O’clock: T&D Product and Service Line Deployment System

7.1    T&D Master Materials Storage and Retrieval Process

7.2    T&D Master Materials Change Management Process

7.3    T&D Scheduling Process

7.4    T&D Facilitator and Coach Development and Certification Process

7.5    Facilitator-led T&D Deployment Process

7.6    Self-paced T&D Deployment Process

7.7       Coached/Mentored T&D Deployment Process

T&D Product and Service Line Deployment System – This system’s processes organize the operations of the T&D distribution channels, including traditional instructor-led, group-paced classroom deliveries, but also Web site delivery systems, CD-ROM/ CBT modes, etc.

This includes all of the media and methods, modes and platforms, virtual or bricks-and-mortar facilities, for deploying either traditional or nontraditional T&D/L&D and Knowledge Management content.

7.1 &D Master Materials Storage and Retrieval Process Outputs and Their “Utilities”

The key outputs from the T&D Master Materials Storage and Retrieval Process include the following:

Key Outputs Key Utilities
Available T&D products for ongoing deployment These are the products of the overall T&D product line and their subassemblies.

Is It Broken? Clues and Cues

Your T&D Master Materials Storage and Retrieval Process may be broken if

  • It is too difficult to retrieve material masters for updating or deployment purposes.
  • It is too difficult to access current content to attempt reuse.
  • Materials are used in deployment when the intent should have been to make them unavailable during updates.
  • There is no version control of material masters that ensures all materials are up to date.

7.2 T&D Master Materials Change Management Process Outputs and Their “Utilities”

The key outputs from the T&D Master Materials Change Management Process include the following:

Key Outputs Key Utilities
Updated T&D products for ongoing deployment These are the updated products of the overall T&D product line.

Is It Broken? Clues and Cues

Your T&D Master Materials Change Management Process may be broken if

  • Outdated materials are still being used in deployment after updating.

7.3 T&D Scheduling Process Outputs and Their “Utilities”

The key outputs from the T&D Scheduling Process include the following:

Key Outputs Key Utilities
T&D deployment schedule Allows all sorts of other plans and activities to be scheduled.

Is It Broken? Clues and Cues

Your T&D Scheduling Process may be broken if

  • There are complaints from the target audience about availability of T&D offerings.
  • T&D seats (or sites) go underused or seat spaces are backlogged.
  • Materials are overstocked or understocked (unavailable) when requested.

7.4 T&D Facilitator and Coach Development and Certification Process Outputs and Their “Utilities”

The key outputs from the T&D Facilitator and Coach Development and Certification Process include the following:

Key Outputs Key Utilities
Trained deployment and support staff These are needed for the deployment and support required by the T&D design.

Is It Broken? Clues and Cues

Your T&D Facilitator and Coach Development and Certification Process may be broken if

  • There is an insufficient number of staff to deploy T&D per the demand-driven schedules.
  • Evaluation feedback identifies any problems with the knowledge, skills, and attitudes/demeanor of the facilitators, coaches, or other support staff.

7.5 Facilitator-led T&D Deployment Process Outputs and Their “Utilities”

The key outputs from the Facilitator-led T&D Deployment Process include the following:

Key Outputs Key Utilities
Delivered group-paced T&D People are trained in performance-relevant knowledge and skills by competent delivery staff using appropriate environmental supports.
Deployment metrics and feedback Allow assessment and evaluation of things beyond the content and the delivery staff.

Is It Broken? Clues and Cues

Your Facilitator-led T&D Deployment Process may be broken if

  • Feedback from delivery evaluations (learners, instructors, administrative, etc.) suggests problems from the learners’ perspective with things other than facilitator credibility or content accuracy, completeness, and appropriateness, including non-content items such as room, facility, and equipment issues.

7.6 Self-paced T&D Deployment Process Outputs and Their “Utilities”

The key outputs from the Self-paced T&D Deployment Process include the following:

Key Outputs Key Utilities
Delivered self-paced T&D People are trained in performance-relevant knowledge and skills.
Deployment metrics and feedback Allow assessment and evaluation.

Is It Broken? Clues and Cues

Your Self-paced T&D Deployment Process may be broken if

  • Feedback from evaluations suggests problems from the learners’ perspective for things other than content accuracy, completeness, and appropriateness, including items such as availability, timeliness of receipt, or accessibility.

7.7 Coached/Mentored T&D Deployment Process Outputs and Their “Utilities”

The key outputs from the Coached/Mentored T&D Deployment Process include the following:

Key Outputs Key Utilities
Delivered coached/
mentored T&D
People are trained in performance-relevant knowledge and skills.
Deployment metrics and feedback Allow assessment and evaluation.

Is It Broken? Clues and Cues

Your Coached/Mentored T&D Deployment Process may be broken if

  • Feedback from delivery evaluations (learners, instructors, administrative, etc.) suggests problems from the learners’ perspective with things other than coach/mentor credibility or content accuracy, completeness, and appropriateness, including non-content items such as room, facility, and equipment issues.

Part 8 Summary

The T&D Product and Service Line Deployment System’s  processes organize the operations of the T&D distribution channels, including traditional instructor-led, group-paced classroom deliveries, but also Web site delivery systems, CD-ROM/ CBT modes, etc.

This includes all of the media and methods, modes and platforms, virtual or bricks-and-mortar facilities, for deploying either traditional or nontraditional T&D/L&D and Knowledge Management content.

All for the sake of Enterprise performance IMO. And not for its own sake.

Which unfortunately is all too often the case.

Prior Posts In This 2015 Series

Part 1: 12 O’clock: The T&D Governance & Advisory System – January 2015

Part 2: 1 O’clock: The T&D Strategic Planning System –  February 2015

Part 3: 2 O’clock: The T&D Operations Planning & Management System – March 2015

Part 4: 3 O’clock: T&D Cost/Benefits Measurement System – April 2015

Part 5: 4 O’clock: T&D Process Improvement System – May 2015

Part 6: 5 O’clock: T&D Product and Service Line Design System – June 2015

Part 7 – Assessing Your T&D/ Learning/ Knowledge Systems

Clock - no bg copy

Free Book PDF

Again – for more on this model please see the free 400+ page book: T&D Systems Viewatwww.eppic.biz – which is intended as both an analytic and design tool – here. It is also available as a $20 paperback.

Guy W. Wallace

Guy W. Wallace, has been an external ISD/HPT consultant since 1982, is the president of EPPIC Inc., and is a past president of ISPI – the International Society for Performance Improvement.

He has consulted with 75+ clients on Instruction and Documentation efforts since 1982, including projects with more than 45 F500 firms.

gww - EPPIC Inc Info

Guy is also the author of the book:  leanISD, a recipient of an ISPI 2002 Award of Excellence.

1999 lean-ISD Book Cover

lean-ISD – is available as a free PDF and/or a $30 paperback – here.

Guy has also authored/co-authored 13 other books.

See the Resources tab at his web site at: www.eppic.biz

Guy may be reached via email at: guy.wallace@eppic.biz

See Guy’s LinkedIn Profile – here.

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One comment on “Final Friday of the Month: Part 8 – Assessing Your T&D/ Learning/ Knowledge Systems

  1. Pingback: Final Friday of the Month: Part 11 – Assessing Your T&D/ Learning/ Knowledge Systems | EPPIC - Pursuing Performance

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