L&D: Capturing & Reading Out Instructional Analysis Data

The 4 Types of Analysis Data I Use

  1. Target Audience Data
  2. Performance Data
  3. Enabling K/Ss Data
  4. Existing T&D Assessments Data

These are used … and expanded upon as needed … in the Analysis Phases my CAD and MCD and IAD efforts.


I use the following capture and report out formats – or adapted variations of same.

Target Audience Data

Here is my capture and readout format – from back in 1999 when I headed CADDI Inc.:


You would have one of these for each effort – just to pin down and then review for agreement and approval – that what is captured is “close enough” to base the project upon.

Performance Data

Requirements … and Gaps. Ideal and Actual.

Here is my capture and readout format:

Blank Performance Model Chart

The Starter Questions I Use

Here are the questions I use when teaching others these methods:

PM Q to Ask1

PM Q to Ask2

Here is a Perf Analysis – PM Format & Questions Job Aid … of this next graphic/job aid.


My former partner on the right, and two CADDI employees rest in front of the data charts from an Analysis Team Meeting back in 2001.


Enabling Knowledge/ Skills

Here is my capture and readout format:

Blank Enabler Matrices Chart

Note: The number of AoPs would be adapted to whatever number came out of the prior process.

Here are the 17 Categories I use – as a starter list – if the effort is limited to Instruction. These are sometimes pared back by 2-6 Categories in the planning efforts by the PST – Project Steering Team – and later adapted further by the Analysis Team.

K-S Categories

Existing T&D Assessments

After a clear understanding of the Target Audiences and their Performance within whatever scope agreed upon, and the enabling K/Ss – we are prepared to assess for ReUse potential – all the content that we currently have ownership of.

Here is my capture and readout format from 2002 – and would be updated to the client specifics as needed.

EPP 02- PACT- TMC ETA filled in (2)

From here we ban figure out what Performance and what K/Ss we have already covered adequately “as is” or what might be used “after modification” – and the all important: we looked at this and it is “not appropriate” for our use in our effort.

Then we cab address the rest in our Design efforts – after a final step in Analysis is a review and update/approve of the data before its use downstream in a Gate Review Meeting with the PST.

At least – that’s my approach.

Book Resources

From 2011…

2011 b AofPCR

Paperback $15 and Kindle $7.50

Analysis of Performance Competence Requirements (2011) – as Paperback and Kindle

– for Analysts in performance-based Instruction and Performance Improvement efforts.

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.

Other Resources

Look for the other PACT related article, chapter, book and audio podcast and video podcast resources in the Resource Tab. There are hundreds of free resources.


PACT is a collection of 5 flexible methodology-sets:

5 PACT Methodology-Sets

PACT is a subset of EPPI

Slide1 (7)

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