Revisiting lean-ISD & Curriculum Architecture

The Process and Products & The Book


I’ve been formalizing these methods and tools since 1979.

In 1982 I was asked by my former wife and the late Ray Svenson to apply what I was working on in 1982 before I left Motorola’s Training & Education Center (MTEC) and joined them in Ray’s consulting firm … of 3 people the day before I joined.

My summer assignment was to take the Performance Data they had for Exxon USA Production Geologists and Geophysicists – working in 7 distinct environments – exploring for oil – and create a Curriculum Architecture with that data. A prior post on that effort is – here.

I’d been working with the same kind of Performance Data since my first job out of college where I learned a set of derivatives of a derivatives methods from Rummler & Gilbert – methods my co-workers used working with Geary Rummler’s brother.

Now … the 1999 book … lean-ISD.

Lean-ISD - Lane

I’d been writing the book since 1983.

Geary A. Rummler reviewed the book, changed the title and designed the front and back covers. So there’s that.

Lean-ISD - Rummler

The book received an ISPI Award of Excellence for Instructional Communications in 2002.

Next the Processes and Products

PB CAD - TRAINING 2012 - Session Handouts

The Process

Or rather … the Processes. Here’s an overview.


The Products

The products are many … and are linked.


Back to The Processes – and The Phases

Phase 1


Phase 2


Phase 3


Path Examples…

Event & Lesson Spec Examples

Slide1 (5)

Slide1 (4)

Enough Info to make Business Decisions about any gaps.

Phase 4


Because … just because you can identify a valid gap – does not itself warrant addressing that gap. Perhaps it is better left to unguided or guided Informal Learning.

Or it simply needs Performance Support – or a set of re-engineered Processes.

These are all Business Decisions. To leave to Informal or to address in one of many Formal methods.

CAD is one of 3 Macro Levels of Design in the PACT Processes

3 Levels of Design w titles

CAD efforts precede MCD and IAD efforts.

Or you might do the IAD effort and build Performance Competence Tests.

Then conduct the CAD effort and design the number of Paths needed by the critical target audiences.


And then build/buy – or ReUse “as is” or “after modification” Instructional and/or Informational Content created for prior audiences … in your version of MCD – which is my version of ADDIE … that I and my staff and contractors have been using on client efforts since 1982 … on several hundred consulting efforts – and 80% of those at a fixed fee  … for Phases 1-3 … and then Phases 4-6.

See the next graphic for a closer view of those phase sets.



Note: This is a project management planning guide and tool – not an instuctional design tool.

MCD 6 Phases

I liked and needed the predicatbility of quality (due to the performance analysis with Master Performers) and time burdens and pacing for all participants in the effort … again for Phases 1-3 and then Phases 4-6 … to offer my clients fixed fee services.

Those MCD efforts were most often on the non-traditional elements of the CAD Path’s deployment modes … non-classroom.

My goal was always to move as much out of the classroom – to svave it for practice and feedback and more practice … and I declared that in the first Gate Review Meeting – and repeated it in each GRM – see garphic’s upsidedown traffic light.



Why Bother?

PACT 7 Business Reasons for Embracing

Sharing Since 1984 and Before

A secret to the success of this approach … IMO … is the use of handpicked Master Performers and other SMEs (as needed) to be facilitated in a Group Process in the Analysis Team efforts, the Design Team efforts, the Development Team efforts, the Pilot-Test Team efforts, etc.

Handpicked by the Project Steering Team. Many levels of collaboration.


lean-ISD (1999)

Click on image to link to the download page.

Note: the cover design for “lean-ISD” was created by the late Geary A. Rummler.

Note: Guy W. Wallace’s book “lean-ISD” – was a recipient of a 2002 Award of Excellence for Instructional Communication from the International Society for Performance Improvement.

lean-ISD is also available as a $15 paperback book – and $7.50 as a Kindle – for more and to order – please go – here.

And There’s More

Search this site for any aspect of CAD and the PACT Processes – and you are bound to find a Blog Post or two – and perhaps many other other resources.

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