L&D: ISD Gate Reviews with a PST


A PST – Project Steering Team is a group of stakeholders around an ISD – Instructional Systems Design initiative in my PACT Processes (ISD processes).

Rather than work with a single or small group of clients alone, I always attempt to work with a team of those clients and their stakeholders.

This quickens and improves that team’s decision making. And this assemblage improves their Command & Control & Empowerment of the ISD team and other key resources.

They as a group are sunsetted after their initiative and might be within the control of a larger, more strategic group that I label as the Governance & Advisory System.

TD Gov & Adv Structure

WWWWWH ISD Gate Reviews

Who– The client and all other stakeholders that have a STAKE and will be impacted by this undertaking – and will be necessary during the post effort implementation. I call them a PST. Your term may vary/

What– A Gate Review is a formal, facilitated Data Review and Decision Making with the PST at key milestone review points.

Where– Face to Face is best. Remote call in will work, but demands total discipline in paying attention to the details and being able to discuss various points of view from a distance.

When– At the end of key project phases – signified by the upsidedown traffic lights in the graphics below.

Why– to enable the client and key stakeholders to take Command & Control & Empowerment of their effort (assuming it’s their money/people). AND TO PROVIDE A PLATFORM FOR DIALOGUE BETWEEN THE CUSTOMERS and SUPPLIERS.

How– Follow a logical meeting agenda and give the PST plenty of time for a group review where everyone is on the same page at the same time. Don’t assume that any will read the Report thoroughly enough beforehand. It happens – but is rare.

CAD Gate Reviews

There are typically four GRMs – Gate Review Meetings in a CAD effort.

CAD - POTs 2012

MCD/IAD Gate Reviews


There are typically four GRMs in an MCD … or an IAD effort.

Project Planning & Kick-Off Phase Gate Reviews

  • Review the Project Plan (and Proposal Costs)
  • Discuss the Stakeholders’ interests and biases
  • Identify the Analysis & Design Team members
  • Schedule the Analysis Team Meeting
  • Schedule the remaining PST Gate Review Meetings

Analysis Phase Gate Reviews 

  • Review the Analysis Data/Report
  • Discuss the Stakeholders’ interests and biases
  • Confirm identify of the Design Team members
  • Schedule the Design Team Meeting
  • Confirm schedule the remaining PST Gate Review Meetings

Design Phase Gate Reviews

  • Review the Design Document in detail
  • Discuss the Stakeholders’ interests and biases
  • Confirm identify of the Team members for the next Phase(s)
    • CAD: Implementation Planning
    • MCD/IAD: Development and the Pilot-Test
  • Confirm schedule the remaining PST Gate Review Meeting


Implementation Planning Phase Gate Reviews (CAD) 

  • Review the Implementation Report
  • Discuss the Stakeholders’ interests and biases
  • Determine the Gap Priorities
  • Identify MCD/IAD projects

Pilot-Test Phase Gate Reviews (MCD/IAD)

  • Review the Pilot Test Report and Revision Recommendations
  • Discuss the Stakeholders’ interests and biases
  • Determine the Updates for the final phase: Revision & Release

Additional Resources

PACT Alpha Phase Client-Stakeholder Interview Guide – 10 page PDF – is a job aid for the initial meetings with the client and other key stakeholders for a Training Request. Developed in the mid-1990, and published in 2002.

Perf Modeling & Enabler Analysis – HR-Com – 2003 – 17 page PDF – an online publication at HR.Com in 2003 covering the analysis of both Performance Competence Requirements and the Enablers – part of my ISD (PACT) and Performance Improvement (EPPI) methods.

Modeling Mastery Performance and Systematically Deriving the Enablers for Performance Improvement – by Guy W. Wallace, CPT – Chapter 11 of the Handbook of Human Performance Technology – 3rd Edition – 2006.  This methodology was first published in this 1984 article in ISPI’s (then NSPI’s) PIJ in November 1984.

CAD – ASTD – 2004 – 5 page PDF – an overview of when to do a Curriculum Architecture Design effort, the outputs of the effort by phase, and the 4 phases of a Curriculum Architecture design effort, published in ASTD’s Links in 2004.

MCD-lite PP – 2002 – 10 page PDF – of when and how to shorten the “standard process” for my version of ADDIE (MCD – Modular Curriculum Development) – when the client isn’t attempting training for skills – but communications for awareness. Written to convince a client to not force every effort to go through the same rigorous approach when the desired outcome wasn’t skills-building. I was unsuccessful in convincing them. Originally written in 1997.

Performance-based ISD – ISPI PX 12-part Series – 2007 – 122 page PDF – an update in 12-parts to my 1999 book: lean-ISD – which covers my ISD methods: The PACT Processes for T&D, Learning and Knowledge Management. Published in ISPI’s PerformanceExpress during the 12 months of 2007.

lean-ISD Book

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.

Lean-ISD - 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.

Lean-ISD - Lane

lean-ISD covers Guy Wallace’s PACT Processes for T&D/ Learning/ Knowledge Management.


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One comment on “L&D: ISD Gate Reviews with a PST

  1. Pingback: Command & Control & Empowerment | EPPIC - Pursuing Performance

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