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.

CAD to MCDs-IADs

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.:

Picture1

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.

Slide1

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.

CCI03132016_0017

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 Logo

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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