School of PACT 02- Lesson & Video Podcast – CAD – Curriculum Architecture Design

The Video Podcast below is merely a component to a blended approach to mastering PACT.

There are 6 steps if you will…but do it any way you choose…

1- Pre-Video Reading Assignments
2- Video Podcast Review
3- Post-Video Readings Assignments
4- Post-Video Application Assignments
5- Review Free Resources Available
6- Lesson Self-Debriefing

You’ll need the book lean-ISD – which is available at as a hardbound and/or as a Kindle book – and/or free as a 404 page PDF here. There are also many PACT resources at the EPPIC Web site and at the PACT Wiki.

I’ve been writing/publishing since 1984 on CAD and presenting since 1983 (Chicago NSPI) on these CAD methods and the other two methodology-sets of MCD and IAD – and the use of a group process to develop Performance Models and K/S Matrices for Curriculum Architecture Design.

The Target Audience Data, the Performance Model and the K/S Matricies and the ETA: Existing T&D Assessment elements are my contributions to the analysis portion of PACT.

The CAD-MCD-IAD Design models, methods, templates/tools are also mine as well.

I cleared all of that with the late Geary Rummler in 1999 when we met for two days to review the book and the methodology – for his approval/sanctioning.

The first Video Podcast in this series includes his review of both.

School of PACT # 02 – CAD – Curriculum Architecture Design

Lesson 02- Objectives-
You should begin to “get/see” the CAD level of ISD in PACT – and can explain its purposes and its 4 Phases. You should begin to see how the approach to processes the analysis data in this one level of ISD in PACT’s 3 levels of ISD. The systems engineering/architectural level of ISD in PACT.

1- Pre-Video Reading Assignments
I’d suggest re-reading chapter 3 of lean-ISD – and then watch this Video Podcast.

You could re-reads 1-7 or just chapter 3 – and then read chapters 8-13, and then watch the V-Podcast. But perhaps it would be better to read chapters 8-13 after the Video for you. Or do both!

The reading and /or the Video may help you mentally frame the CAD level of ISD in PACT and the common Analysis and Project Planning & Management aspects of the systems engineering/architectural level of ISD methodology in PACT.

2- Video Podcast Review
Here is the Video Podcast – 15:54 – minutes:seconds…

3- Post-Video Readings Assignments
If you did not do this already Step 1 – read chapters 8-13 of lean-ISD.
This is somewhat of an advanced organizer for CAD – the highest level of overview.

4- Post-Video Application Assignments
Start listing and organizing your questions. Build a table that captures your own questions, the answers and the sources for the answers that you found.

Start a personal Learning Log (or Blog).

Network with others. Start a club/social network – and/or join The PACT Practitioners Guild (a SN).

Find a buddy at work – or at a local professional society chapter!

5- Review Free Resources Available
At there is a related PACT Audio Podcast available. Also – there are articles and presentations in the Resource tab at that same site.

And check out that PACT Wiki for additional free resources/references, tools and templates.

Please maintain my copyright markings. You’d do so for Bob Mager or Joe Harless – wouldn’t you?

6- Lesson Self-Debriefing
You should begin to “get/see” the CAD level of ISD in PACT – and can explain its purposes and its 4 Phases. You should begin to see how the approach to processes the analysis data in this one level of ISD in PACT’s 3 levels of ISD. The systems engineering/architectural level of ISD in PACT.

If so – you are ready for the next Lesson and Video Podcast – coming soon!

And don’t forget to get your free PDF copy the book: lean-ISD…available at

Adopt what you can – and adapt the rest.Adjust as needed for each effort/application. Always.Be as rigorous as required – and as flexible as feasible!

Always do the smart thing given your goals, resources and constraints.

Future Additions to this Post and Others in the Series
Note: I will add addition Videos to each post in this School of PACT series over time. These will tend to add additional details – or dig deeper into the details of the PACT methods.

I will put them here – at the end of every SoP Blog Posting.

Final Note: The SoP – School of PACT Series will cover…

1- Intro to PACT – 3 levels of ISD and common Analysis and common Project Planning & Management concepts, models, methods, tools, templates and techniques

2- CAD – Curriculum Architecture Design – to design the performance-based learning continuum for a targeted job/process

3- MCD – Modular Curriculum Development/Acquisition – the ADDIE level of PACT

4- IAD – Instructional Activity Development/Acquisition -the Knowledge Management level of PACT

5- PACT Analysis -the 4 types of analysis required in PACT’s CAD – MCD – IAD “design” methods

6- PACT Project Planning & Management – common project planning and management concepts, models, methods, tools, templates and techniques

7- 5 PACT Roles and 5 Client Teams -defining the roles and responsibilities of the 5 Client teams and the 5 PACT Practitioner roles

8- PACT Process Technology Transfer -how to logically transfer/intake the PACT Processes

9- PACT is a Sub-set of EPPI – Enterprise Process Performance Improvement – a look at PACT as a sub-set of a broader improvement methodology – beyond instruction

10- Segue from Training to Performance via PACT and EPPI – how to move from performance-based Training/Instruction/Learning/Knowledge Management to Performanc eSupport and Improvement

11- T&D Systems View of the Processes of ISD/PI Functional Organizations – The EPPI organizational concepts – of the LCS Model of AoPs/Processes – applied to a T&D function/department.

12- Management Areas of Performance – A Framework for Analysis of Performance Competence Requirements From the Department Rolled Up to the Enterprise

13- Performance-based Employee Qualification/Certification Systems – Develop the System and Processes to implement and operate a function to qualify/certify targeted jobs/tasks for Risk/Reward reasons.

Plus others in the School of PACT series – beyond these first 13 – all TBD!

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Performance Competence By Design – Not Learning By Chance

When Informal Learning – Learning By Chance – was not a viable business option…

CAD – Curriculum Architecture Design efforts are typically large scale, or just critically important process targets, where the goal is to model ideal performance requirements in terms of Process, the Areas of Performance within that “process” and its one-or-many Outputs and their Measures and the associated Tasks and Roles/Responsibilities.

Once that “Performance Competence” has been defined by a team of Master Performers…they continue by systematically deriving all of the knowledge/skills, using 17 categories.

Next, existing T&D is assessed for its re-use purposes in this CAD.

After a “gate review” with the Project Steering Team to review the data and seek approval or changes to it before it is used in the systematic Design process for this level of ISD, the Design Team meets to develop a T&D Path of T&D Events and Modules (books and chapters). That designs identifies the T&D Path…or Path with many mini-menus arranged visually to help communicate the T&D/ Learning/ Knowledge Management learning continuum…

…that is always “as flexible as feasible and as rigid as required” to meet the “just-in-time” needs of the varied learners/Performers in a job, process team, etc., to become Performance Competentnot to learn some things.

My experience-base in this area of ISD comes from 74 CAD projects since 1982. The full list follows. Quick overviews of each project are available on my web site at

The CAD Project History of Guy W. Wallace….

#74 Eli Lilly Global Clinical Trial Process 2004
#73 Norfolk Naval Shipyard Production Zone Managers and Supervisors 2003
#72 Verizon Consumer Sales Center Personnel 2001
#71 GTE Service Corporation/Verizon Billing Center Personnel 2000
#70 General Motors University Brand Management—Europe 1999
#69 Eli Lilly and Company District Sales Managers 1999
#68 General Motors University Brand Management—North America 1999
#67 BankAmerica Corporation Financial Relationship Managers 1998
#66 General Motors University Internal Controls 1998
#65 Siemens Building Technologies, Inc. Sales Engineering 1998
#64 General Motors University MFD Area Managers 1998
#63 General Motors University Global Dealer Auditors 1998
#62 BankAmerica Corporation Retail Branch Personnel 1997
#61 Eli Lilly and Company Leadership and Management 1997
#60 General Motors Tool & Die Supervisors 1997
#59 Bandag, Inc. Franchise Dealership Management
Personnel and Bandag Sales Personnel 1996

#58 Amoco Coaching and Support 1996
#57 Amoco Project BEST 1996
#56 Bellcore Tech Web Masters 1996
#55 General Motors Product Engineers 1996
#54 Sphinx Pharmaceuticals Combinatorial Chemists 1996
#53 Valuemetrics, Inc. Associate and Senior Associate 1995
#52 Ford Motor Company Engineering 1994
#51 AT&T Network Systems Global Contract Management 1994
#50 Novacor, Corunna Site Operations Management and 1994
Self-regulated Team
#49 Spartan Stores/ISSC Companywide HQ Staff 1993
#48 Data General Sales 1993
#47 Abbott Laboratories Market Management, Product 1993
Management, and Sales Management
#46 Hewlett Packard Order Fulfillment (Order Processing, 1993 Quotes, Collections)
#45 Amoco Team Training 1993
#44 Imperial Bondware/Federal Paperboard Sales Training 1993
#43 Commerce Clearing House (CCH) Sales Representative and Sales 1993
#42 AT&T Network Systems Product Management and Market 1993
#41 Ford Design Institute Engineering 1992
#40 Detroit Ball Bearing Field Sales Managers 1992
#39 Digital Equipment Corporation Program Management 1991
#38 British Petroleum—America Front-line Retail Personnel 1991
#37 General Dynamics Electrical/Electronics Assembly 1991
#36 General Dynamics CATIA System Designers 1991
#35 General Dynamics MRP II – Manufacturing Personnel 1991
#34 General Dynamics Software Engineering 1991
#33 Hewlett Packard Information Technologists 1991
#32 AT&T Network Systems Marketing Personnel 1991
#31 Occidental Petroleum Labs Laboratory Personnel 1991
#30 NCR Supply Line Management 1990
#29 Square D Quality Training 1990
#28 General Dynamics Composites Bonding & Fabrication 1990
#27 ARCO Alaska AMPS 1990
#26 Hewlett Packard Information Technologists 1989
#25 General Dynamics Quality 1989
#24 Ameritech Network Services Management 1989
#23 Ameritech Distribution Services Second-level 1989
#22 AT&T Network Systems Network Systems Sales 1989
#21 Northern Trust Bank (Chicago) Trust and Financial Services 1988
#20 AT&T Microelectronics Product Management 1988
#19 AT&T Network Systems Switching Business Unit Sales 1988
#18 Dow Chemical Safety Training 1987
#17 NASA Middle Manager 1987

#16 AT&T Network Systems Product Manager 1986
#15 Illinois Bell Second-level Manager 1986
#14 Illinois Bell Data Technician 1986
#13 Multigraphics In-Branch Sales Orientation 1986
#12 Dow Chemical Secretarial/Administrative 1986
#11 Dow Chemical Top Operator 1986
#10 MCC Powers Fire and Security 1985
#9 Alcoa Labs Scientists, Engineers, Technicians, 1984
and Administrative#8 AT&T AETM 1984
#7 AT&T Switching Technician 1984
#6 Burroughs Information Specialists 1984
#5 Westinghouse Defense Electronics Technical Operators (WICAM/IAG) 1983
#4 Channel Gas Industries/Tenneco Fixed-rate Personnel 1983
#3 MCC Powers ATC Branch Personnel 1983
#2 Motorola Design and Manufacturing Engineering 1982
#1 Exxon Exploration USA Geologists/Geophysicists 1982

For more about CAD and the other PACT Processes for T&D/ Learning/ Knowledge Management, see my book…lean-ISD which is available as a free, 404-page PDF on my web site at: