T&D: Are You Aligned With Leadership Well Enough?

Tweet From 2010


He Who Pays the Piper

Calls the Tune. Targets the Needs that are Problems or Opportunities.

Judges the Adequacy of the Response and Results.


Too Often the Relationship Between the ISD Customer and the ISD Supplier Is Loosey-Goosey

In a small organization that might be appropriate. They might have a loose process for deciding on Capital Expenditures.

Do you know how Capital Expenditures are made in your Enterprise?

Is it Loosey-Goosey?

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PowerPoint Show

Aligning to the VoC at 3 Levels ISPI 2003 – 2003 Encore Presentation at ISPI (it was evaluated to be in the Top 5 Presentations at the 2002 Conference).

My 2001 Book


T&D Systems View 

Click on image above to link to the download page for the Free PDF.

T&D Systems View is also available as a $15 Paperback book – and $7.50 as a Kindle – for more information and/or to order – please go – here.

Book Reviews

“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


“Once again Guy Wallace hits a home run with this informative text for the Training and Development organization. His process approach is one not often thought of by HR and T&D professionals. Clearly, this robust approach will shed new light on the management of training and development for your organization.”

– Joseph P. Sener
“T&D Systems View by Guy Wallace presents one of the best models for clarifying roles and responsibilities of leaders, managers, and workers when it comes to getting the desired job performance. The model really drives meaningful conversations about what is and is not in place, why, and who is responsible for making it happen. The model makes asking the questions about what has or has not been done and who should do it a whole lot easier. I recommend this book to anyone wanting to better understand what must be in place for people to perform well and how to enroll management in the process of making it happen.”
– Judith Hale
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Weekend Reflections

Today is Day 30 after my Knee Replacement Surgery. The situation is forcing me to become more patient.

There’s been a lot of improvement – but I, of course, wanted it to go faster.

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This past week I’ve been exploring old files, paper and electronic, looking for references to “Structured OJT” – due to some former colleagues publishing an article that seemed very close to some of my writings on that subject years ago, decades ago, and I’ve been digging through my own files and have reviewed “my stuff” going back to 1979.

I’ve seen decades and decades of old references to: Measured Results for ISD, performance-based T&D, Guidance & Job Aids & EPSS, T&D Paths for OnBoarding & OnGoing Development of Performance Competence, and the need to avoid Training for low Risk and low Reward Performance and to just leave it to Un-Structured OJT … Informal Learning.

As I reviewed all of these materials from 40 years in the biz, it became apparent that despite some knowing for decades and decades what to do and how to do it – it hasn’t gotten much traction with the many – in the T&D profession, in the L&D profession.

There’s been a lot of improvement – but I, of course, wanted it to go faster.

Will my patience, and the patience of others, lead to real traction?

Or will we continue to see “the many” ignoring the lessons learned from the past – see what’s old become new again – and see the field spinning its wheels?

I guess time will tell.

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T&D: My Use of the Phrase “Structured OJT” Goes Way Back

This continues my little rant expressed in a Blog Post from several days ago – and another following that – about some of my former colleagues who seem to be reworking some of my past work on “OJT – On-the-Job Training” and presenting it as their own.

That recent article of theirs caused me to Google the term/phrase “Structured OJT” – which uncovered the “fact” (cough cough) that the term was coined in 1995. That struck me, as I’m pretty sure I’d been using the term/phrase since the mid-to-late 1980s.

So I began a search of my files.


I have quarterly newsletters on my website going back to 1986 – so I searched each one.

I found the earliest use of that phrase in a Summer of 1988 newsletter in an article that referenced one of my CAD project’s Target Audiences from a project done 2 years earlier (1986).


And this Summer of 1993 newsletter use of the term/phrase in one of my CAD templates.


Un-Structured OJT was my term/phrase for what later became known as Informal Learning – where a need uncovered in a CAD effort – would not be addressed via formal Instruction – as the ROI was perceived to be negative or nil.


U-OJT – As an Option – Just Because…

A Tweet from 2009…


And an updated version from 2019…


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T&D: My 1995 Presentation on Curriculum Architecture Design at Eli Lilly

I Delivered My 1995 NSPI Presentation to the Training & HR Staff at Eli Lilly HQ – and They Video Recorded It!

Where I discuss approaching Curriculum Management just as a Product Manager might do. And dive into the details Phase by Phase.


The 1995 Video

This following video – BTW – is the best presentation on Curriculum Architecture Design that I have to offer – even though it is from 1995 and I am using Overhead Transparencies.

This video is just over 2 hours in length…

Decades after I started doing CAD efforts that produced one or more T&D Paths – they became better known as Learning Paths. But they’ve had many names/labels over the decades – whatever the customer wanted to call them – is my rule.

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Same diff – conceptually. Functionally – they should be based on a fairly detailed understanding of the Performance Competence Requirements.


From my 1985 NSPI Presentation on CAD…


CAD – NSPI – 1985 – 21 page PDF – this is the first national presentation on the Curriculum Architecture Design methodology which Guy Wallace delivered at the NSPI Conference on April 24, 1985 (the 1st presentation of this was done for the Chicago Chapter of NSPI the previous fall).

CAD’s 4 Phases

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The 4 Phases guide the CAD effort – and are addressed in several of my book – listed here.

The HP Story of a CAD for Order Fulfillment

That story – touched on at about 1:35:00 in the video – is told in a little more depth – here.


I watched/listened to this video again looking for some of my earlier references to Structured OJT – because of a recent article some of my former colleagues have recently published on “OJT” – where I’m very sure they were simply reworking some of my past writings on this – something they seem to be doing a lot lately to market themselves.

The Book: “lean-ISD” (1999) Is Available As a Free PDF

lean-ISD describes the methodology for conducting a CAD effort in great detail.

Click on image to link to the download page for the Free PDF.


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 $16 paperback book – and $7.50 as a Kindle – for more information and/or to order – please go – here.

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HPT Video Matinee with Scott Rooke

HPT Video Practitioner: Scott Rooke

This video was shot in 2010. It is 7:06 minutes in length.


This Video Matinee Series will be published on Tuesdays and Thursdays for the duration of 2019.

The HPT Practitioner and HPT Legacy Video Series was started by Guy W. Wallace in 2008 as a means of sharing the diversity of HPT Practitioners, and the diversity of HPT Practices in the workplace and in academia. The full set of videos may be found and linked to – here.

HPT – Human Performance Technology – is the application of science – the “technology” part – for Performance Improvement. As the late Don Tosti noted, “All performance is a human endeavor.”

Whether your label for HPT is that, or Performance Improvement or Human Performance Improvement, it is all about Evidence Based Practices for Performance Improvement at the Individual level, the Team level, the Process level, the Department level, the Functional level, the Enterprise level, and at the level of Society/World.

HPT Practitioners operate at all of these levels, as this Video Series clearly demonstrates.

Although ISPI – the International Society for Performance Improvement is the home of many HPT Practitioners – the concepts, models, methods, tools and techniques are not limited to any one professional affinity group or professional label.

ISPI just happens to be where I learned about HPT – and has been my professional home since 1979.


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