T&D: Starting Fresh with a Performance Orientation to ISD

Starting a Greenfield ISD Function

If you were a T&D/L&D/ISD Manager who had a chance to start a greenfield operation – as opposed to one asked to clean up an existing operation – where would you start?

Would it be different – addressing greenfield vs existing operations? My thoughts on that later in the post.

Starting Fresh with a Performance Orientation to ISD.png

I’d start with this FREE BOOK – also available as a Kindle or paperback. This book came out of several consulting gigs in the late 1980s and early 1990s where I helped my clients address their assignments to reorganize their operations.

They liked my “process orientation” which was all the rage back in the day – with the TQM Movement, and the ReEngineering the Organization focus, etc. So out of those efforts came my model … 47 Processes … organized into 12 sub-functions – and my 2001 book: T&D Systems View.


T&D Systems View – Early Reviewer Book Quotes from 2001

“Guy Wallace has done it again! After demystifying the ISD process in his lean-ISDSM book, he tackles the corporate training and development system and puts it in a business-focused perspective. Whether you are in-house or serving as an external consultant, you will find Guy’s model an invaluable tool for enterprise training and development.

This analytic and design process ensures that you dot all the i’s and cross all the t’s when moving your company or client to Learning by Design, not Learning by Chance. The elegant clockface model helps you develop a clear picture of any organization and clearly helps you map out how best to effectively manage all the elements of the enterprise. Once the elements are mapped out, the model, through enclosed assessment and prioritizing tools, helps determine where and when to put corporate assets to maximize corporate return on investment.

This is a must-have book for any consultant or organization that is concerned about improving the performance of their organization through improving processes and competencies.”

—Miki Lane      Senior Partner        MVM Communications

I believe that this resource can assist efforts at both addressing greenfield vs existing operations.

Get the free PDF of T&D Systems View – and info about ordering the other options – here.

The Core of ISD Is Development & Delivery

Based on Analysis of course. Addressing the “Development” side of that is this 1999 book, lean-ISD.


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 – Early Reviewer Book Quotes from 2001 from Rummler and from Lane 

Geary A. Rummler from the Performance Design Lab says, “If you want to ground your fantasy of a ‘corporate university’ with the reality of a sound ‘engineering’ approach to instructional systems that will provide results, you should learn about the PACT Processes. If you are the leader of, or a serious participant in, the design and implementation of a large-scale corporate curriculum, then this book is for you. This system could be the difference between achieving bottom-line results with your training or being just another ‘little red school house.’ ”

Miki Lane, senior partner at MVM The Communications Group says, “lean-ISD takes all of the theory, books, courses, and pseudo job aids that are currently on the market about Instructional Systems Design and blows them out of the water. Previous ‘systems’ approach books showed a lot of big boxes and diagrams, which were supposed to help the reader become proficient in the design process. Here is a book that actually includes all of the information that fell through the cracks of other ISD training materials and shows you the way to actually get from one step to another. Guy adds all of the caveats and tips he has learned in more than 20 years of ISD practice and sprinkles them as job aids and stories throughout the book. However, the most critical part of the book for me was that Guy included the project and people management elements of ISD in the book. Too often, ISD models and materials forget that we are working with real people in getting the work done. This book helps explain and illustrate best practices in ensuring success in ISD projects.”

Get the free PDF of lean-ISD – and info about ordering the other options – here.

Summative Evaluation/Assessment

Can they do it – post-Training/Learning/Instruction?

Note: In my view Guidance – Job Aids – EPSS – Performance Support- Workflow Learning are all different names/labels for “Instruction

And by “DO IT” I mean … demonstrate Performance Competence. Via Performance Tests.:

This is based on a consulting engagement for ARCO of Alaska where I modified my approach/methods to CAD/MCD for this project and constructed the Training for our staff and subcontractors – and I participated in the first Analysis Team and Design Team Meetings – to prove the process. It worked.

The Acid Test – for Instruction is, can they do the job?

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And yes – I have a book – available as a FREE BOOK – and as a Kindle or paperback. From 2007, written with my former business partner (1982-1997), the late Ray Svenson.

In the post-Analysis efforts for Design we specify the following types of Performance Tests:

  • Real Work
  • Simulated Work
  • Talk-Through Troubleshooting

These are covered in Chapter 4 of this book, based on our 2 projects in Alaska and several more for our clients in the lower 48, as they say.

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PBEQCS – Early Reviewer Book Quotes from 2001 from Van Tiem, Russell and Swinney

Darlene Van Tiem:

Svenson and Wallace provide a definitive guidebook complete with sound advice and a wealth of examples, covering everything you need to establish and sustain a successful qualification/certification system!

Jim Russell:

I like the 9 part cover diagram! Clear, simply written, easy to follow. The book format and layout look good – eye appeal! Excellent introductory chapters. Chapters 3-6 provide a good overview of the system. Chapters 7-10 provide more detail about the system. Excellent lists and tables. You’ve hit the target and are on the mark!

John Swinney:

This is a manual for building a bullet-proof, performance-based qualification and certification system. As complex as a project of this magnitude could be, this book provides the fundamental “how to.”

Very well done! I like the conversational style. You’ve taken a relatively complex and detailed process but have handled describing it with plain business language. The one thing I really like about all the work you guys have done together is that you are always aware of the needs of the business at every point of the process.

The project plan for the TMC Stores case study is worth the price of admission. It provides very good picture of how it all comes together. Nice addition! If I was charged with that responsibility, this book is where I’d start! Given the book as the operating guide, I think I could take the project plan and begin to do it!

Get the free PDF of PBEQCS – and info about ordering the other options – here.

Would It Be Different – Addressing Greenfield vs Existing Operations?

My thoughts… Maybe. Maybe not. ;)

Based on the agreement and willingness of existing staff in that context – that change is needed is will be easy or darn difficult. And then there is their involvement in creating the change. If change is simply imposed – it’ll be tough sledding, so to speak. If the participants own the changes – they should be more willing to test and continuously improve the initial changes.

If you are in a greenfield situation – you either get to start the design in your head and on paper before putting anything into place – which will actually take place when you have staff and environmental assets/resources in order to bring a paper process to life.

So the same applies – involving people – in creating the new Processes and Practices.

I hope the resources offered here might help … but please keep in mind…

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