Note: This is my 2500th post since 2007 – I started my Blog in 2004 but restarted it entirely in 2007 once I converted my paper and PDF quarterly newsletter tradition – since back in the day of the mid 1980s – to a series of scheduled and unscheduled Blog Posts.
Now … on to the topic…
Maps for Visual Flow and Specs for All the Details
I use this set of templates to facilitate working with teams of people in ISD projects … as I wanted to engage people who wished to see the Flow and people who needed all the Details while creating or reviewing/approving the content. Some wanted/needed both. Some only wanted to see but one version. I needed to satisfy both types – and know that any one person could be 180 degrees off on certain topics from their overall level of interest. So I tend to err “over the line” of “getting be to be too much detail” by design in my data gathering and then the review/approval process..
And both types – Maps and Specs – are not always needed IMO – and can be produced anyway. But as I believe in “lean” – I typically only produce what 30 years of experience has taught me are truly needed – where having both help my project client and key stakeholders engage in the processes.
When crafting my ISD processes back in the 1980s, for use in the consulting firms I have worked for/been a partner/owner of (1982-today) I started with the premise that I needed to work for a team of stakeholders, and conduct Analysis, Design, Development and Pilot Testing with a team of Master Performers and other Subject Matter Experts.
We called it the Group Process. That language was reflected in two key articles my partners and I wrote and published in 1984. Today it would be called a Social Process.
There is no universal right answer as to which needs to come first, flow then details or details then flow. And again … I don’t always produce both – unless the client really wants them both. More on that in a moment.
Note 1: my language/labels are circa mid-1980s/1990s. Change them if you need to.
As most of my consulting clients were technical/engineering firms and their processes and target audiences were technical … and I was heavily into architecture of Training (Learning) content … this approach and language resonated with them.
And THAT’S what’s really important – that your/my approaches and descriptions resonate with the client IMO. Doesn’t matter if it works for you but not them.
Note 2: this is all covered in articles and presentations and older/original books available for free in my Resource tab – as well as newer books (2011) for a fee. The newer books have additional details.
It Starts With Analysis Data
Before I cover the Design outputs and process it needs to be clear that although you can make up the design details off the top of your head, or the heads of a group of people, it is all about the Analysis data … and whether of not it captures and presents the authentic situation.
That’s why I prefer to facilitate a group of Master Performers and other Subject Matter Experts … as: who would you ask? Who would know best? Certainly not a group of Learning Professionals taking their best guesses.
I use 4 sets of linked Analysis data:
- Target Audience data
- Performance data
- Enabling Knowledge/Skills data
- Existing T&D Assessment data
Once we are all clear with the Project Steering Team as to who is/are their target(s) – we are ready to capture and document (for downstream use) their Performance Requirements and then the Awareness, Knowledge and Skills that enable that Performance … and then see what existing Content begins to provide those enablers well enough “as is” or that which would “after modification” or “not at all.”
The next graphic focuses on the 2 key data-sets – but all 4 types are critical.
That data then leads to its use in Design. Again with a Group Process.
Maps & Specs at the Path/Menu Level
A Map Example –
A Spec Example – I don’t have one here – but would be/could be simply a paragraph or two overviewing the Path/Menu and then a list of the Event Titles with a designation as to which currently exist and can be used “as is” or which would be used “after modification.”
While I have produced Specifications at this level of design in the past – I found it to be of low value for review/approval purposes or for downstream uses.
Maps & Specs at the Event Level
A Map Example
A Spec Example – I don’t have one here – but would be/could be simply a paragraph or two overviewing the Event and then a list of the Lesson Titles with a designation as to which currently exist and can be used “as is” or which would be used “after modification.”
While I have produced these in the past – I found it to be of low value for review/approval purposes or for downstream uses.
Maps & Specs at the Lesson Level
A Map Example
A Spec Example – I don’t have one here – but would be/could be simply a paragraph or two overviewing the Event and then a list of the Instructional Activity titles with a designation as to which currently exist and can be used “as is” or which would be used “after modification.”
While I have produced Specifications in the past at this level of design – I found it to be of low value for review/approval purposes or for downstream uses.
Maps & Specs at the Instructional Activity Level
A Map Example
I don’t do Maps at this level of design – although one could.
While I have produced Maps at this level in the past – I found it to be of low value for review/approval purposes or for downstream uses in development.
A Spec Example
The PACT Processes for Training/ Learning/ Knowledge Management
PACT Processes Resources
Here are the newer versions of my books on PACT…
Check out the Resource Tab for all of the resources – both free (audios, videos, articles, presentations and books) … and those for a fee (books only).
You might wish to start with this – my 2001 book available as a free PDF (or a paperback or Kindle).
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.
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