Monday’s School of PACT: F5 PACT Project Teams and Roles

This series of Monday Blog Posts in 2020 and into 2021 will present my 55+ Free Videos from the School of PACT – about my ISD set of methodologies that have been field tested in hundreds and hundreds of consulting engagements by me, my business partners and staff going back to 1982, and also in hundreds and hundreds of ISD efforts by my clients and their staffs.

You might also be interested in…

PACT Practitioner Self-Development and Certification Paths

Here is a page that leads to 5 “PACT Path Pages” – which are intended to provide guidance in using the many Free Resources that Guy W. Wallace offers for the self-development of Performance Competence in the 5 Key PACT Practitioner Roles:

  • PPA– PACT Performance Analyst
  • PCD– PACT CAD Designer
  • PMD– PACT MCD Designer
  • PLD– PACT Lead Developer
  • PPM– PACT Project Manager


These free resources include my lean-ISD book PDF from 1999, plus 20+ audio podcasts, additional videos, many articles and presentations.

Plus search the website for related Blog Posts – as desired.

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ISD Tips From Guy – the Facilitated Group Process 4

I recall hearing Experts grumble about them not seeing all of their contributions in various ISD Analysis Reports and Design Documents. The analyst or designer took what they were given and changed it. By a rookie. By worse, someone who will never do the job for a living.

So I have always gathered data in a specific template charts in a group setting – and then produced documents of those same template charts.  Don’t confuse the people on your efforts.


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ISD: Backyard Video Series – Summer of 2020

01- PB ISD 01 – LXD – Learning Experience Designer

The name game in Instructional Systems Design. The change to LXD may be necessary to shift from Topics to Tasks, but there’s no guarantees. And Tasks lead to Outputs and both have Stakeholder Requirements. This video is 6:30 minutes in length.

02- PB ISD 02 – Project Planning and Kick Off

About the importance of a formal connection with the client and stakeholders. This video is 15:34 minutes in length.

03- PB ISD 03 Instructional Analysis – 4 Types

These are my standard Analysis types in my ISD consulting efforts, since 1982. A component of my PACT Processes for lean-ISD. This video is 15:19 minutes in length.

04- PB ISD 04 – Backward Chaining the Instructional Design

My approach to Lessons Maps and Backwards Design. This video is 24:11 minutes in length.

05- PB ISD 05 – T&D Intake Process and the Customer Stakeholder Interview Guide

I use a 9-page Interview Guide, that I first created in the late 1980s, to formalize my Intake Processes with my clients. As I grew my ISD staff, first at Svenson & Wallace Inc. (1982-1997) and then at CADDI Inc. (1997-2002) I needed my lead consultants to conduct our Intake Process and develop draft Project Plans and Proposals for me, as an owner) to review and approve. So I started a rough version of what I have now and really polished it up for a 5-year gig with General Motors where I trained hundreds of their ISD staff and their contractor staff in Analysis, CAD Design, MCD Design, and Project Planning & Management.  Learn more about this here:

This video is 23:21 minutes in length.

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Reflections on Roger Kaufman – RIP

Our last exchange was a short series of emails and a phone call about my next book. He had sent me the following in an email (I excluded the feedback about typos, etc.) the day after I sent him my draft copy – something that I had hoped was 80-90% complete – as I use the draft copy and my Early Reviewers to help cull and fix what needs culling and fixing…

I like the book.  It summarizes and integrate what you know and have accomplished. I just took the day off and waded right in.

You and I could argue about terms and models, but at a different time and place.  (You know how hard it was for me not to edit each time ’need’ is used as a verb?)

Possible pulls:

Disappointed in efforts to design and conduct instructional analysis?  Take Guy and this book with you to mentor measurable success.

Take your current performance improvement books and put this one on top.  It details methods for real success.

Want to deliver instructional success.  It is here: clear, concise, complete, and friendly.

Or?  ?

Thanks for involving me.


Prior to that we had talked a few months ago about doing another HPT Video, our 4th, and in a phone conversation about what I’d like to cover and my questions about “what would he like to cover” he made reference to Lessons in Making Lemonade.

That was an online cartoon strip I did 2010-2013 and then turned into two books.

THAT blew me away.

And then he mentioned some of the strips that I had long ago forgotten about. So I had to tell him that he was the inspiration for Professor John Burley – and he knew who I was talking about.

This morning I re-listened to Roger being interviewed by Will Thalheimer on the Truth in Learning Podcast from earlier this year (here – starting at the 44:25 mark) and that had me recall my conversation with Roger back in the mid-1990s when he wanted to give me some feedback about a 1995 article that I had just had published.

Roger wanted me to think about adding Society at the top of the Stakeholder Hierarchy – on top of the Government.

And so I did. Too late for that article – but in all my subsequent writings I included that – which was also a topic in our phone call about my next book as that includes a chapter on Stakeholders and how it is that they establish the Measures for Tasks and Outputs.

I often pair two images – one influenced by Tom Gilbert and others – and the other influenced by Roger Kaufman and others.

Roger had written: “You and I could argue about terms and models, but at a different time and place.  (You know how hard it was for me not to edit each time ’need’ is used as a verb?)”

I was intending to get back to him on that after I finalize that next book. After I had searched for the word “need” being used as a verb and fixed that of course. Something still on my “punch list.” I guess that’ll be the first thing I do after finishing this post.

If you are not familiar with Roger’s work – I suggest that you start with the collection he contributed to HPT Treasures – here. But please know that what we’ve assembled here is just the proverbial tip of the iceberg.

RIP Roger. And thank you.

See My First Friday Favorite Guru post about Roger from 2013: Roger Kaufman – October 2013 – here.

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RIP Roger Kaufman

I’m very saddened by the news that Roger Kaufman, Ph.D. professor emeritus from Florida State University passed away this afternoon. He was a friend & mentor since the early 80s. He gave so much to ISPI & Performance Improvement.

He will be missed. Mega. RIP.

My condolences to his wife Jan.

Roger Kaufman

Roger Kaufman

Please see my post on HPT Treasures – here.

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