Client Project Overviews: A-B-C

Abbott Laboratories

  • Design of a 5-day executive development, skills-building program in support of an updated Executive Leadership Pipeline & Development effort. This event utilizes the 3 “facts-based-fiction” Simulation Exercise Business Scenarios from the Executive Forum (see next item). This event was for the first forum for all global executives in the company’s history. 2003 
  • Design and development of the experiential-educational elements an Executive Forum to kick-off an updated Executive Leadership Pipeline & Development effort, including the design of 3 “facts-based-fiction” Simulation Exercise Business Scenarios to help explore similar, current issues in the company’s businesses that need attention. 2002
  • Market Management, Product Management, and Sales Management Curriculum Architecture Design. Guy’s 47th performance-based CAD project where three job families, including field and staff personnel, collaborated within several major business processes to support new product introductions, as well as existing product sales. 1993

Alcoa Labs

  • Update FRP Process Technology Training. In this effort, we worked with key labs staff to update this intense ten-day course, where the focus was on the ever-evolving technologies for flat-rolled (aluminum) products. 1987.
  • Implementation Support Planning for the Curriculum Architecture Design. 1984.
  • Strategic Training Plan Development and Curriculum Architecture Design. Guy’s 9th performance-based CAD project where the focus was across the entire staff of the Alcoa Laboratories, including the scientists, engineers, technicians, and administrative personnel. It was the largest CAD project tackled to date. 1984.
  • FRP Process Technology Training. Development of a ten-day introductory course for all plant engineering staff on the process technology for flat-rolled products. We used a structured, team-based ISD methodology where Performance Models and Knowledge/Skill Matrices were used to create a course design, leading to development. Worked with plant and labs staff engineers to develop lesson and exercise materials for use by 12 instructors. 1984.

Alyeska Pipeline Service Company

  • Pipeline Operator and Maintenance Technician Qualification Systems Development. Guy ran several analysis meetings for pipeline technician job families (out of 17) where the Performance Model and Knowledge/Skill Matrices were used in the development of more than 1,800 performance-based, “performance qualification” tests and not for the training implications of a CAD or MCD. 1994.

 

American Management Systems

  • Consulting Staff Competency Analysis for Career Development System and Learning Resource Architecture Design. In this project, Guy conducted three group analysis meetings covering three key business functions to produce Performance Models and Knowledge/Skill Matrices for the client’s later use in articulating business competencies for use in an assessment system and in defining a learning architecture (CAD). In this project, our view of “business application competencies” built on “enabling competencies” was used to segregate and link both the “generic competencies” focus of most approaches, from the specific “performance competencies” business applications that add value. 1993.

 

Ameritech

  • Network Services Management Curriculum Architecture Design. Guy’s 24th performance-based CAD project where the focus was on all management populations, building off the previous efforts on second-level management. 1989.
  • Distribution Services Second-level Management Curriculum Architecture Design. Guy’s 23rd performance-based CAD project where the focus was on second-level managers at Ameritech, based on the CAD done the previous year for Illinois Bell. 1989.

Amoco

  • PACT Workshop Delivery: Performance Modeling & Knowledge/Skill Analysis. Guy facilitated this workshop for eight Amoco ISDers. 1997.
  • PACT Process Workshop: Curriculum Architecture Design. The first pilot test of the five-day CAD Design Workshop, which built upon the learners’ knowledge and experiences with the Performance Modeling & Knowledge/Skill Analysis Workshop. 1996.
  • PACT Process Workshop: Performance Modeling & Knowledge/Skill Analysis #2. The second delivery of the five-day Performance Modeling & Knowledge/Skill Analysis Workshop. 1996.
  • PACT Process Workshop: Performance Modeling & Knowledge/Skill Analysis #1. The first pilot-test delivery of the five-day Performance Modeling & Knowledge/Skill Analysis Workshop, which develops the learners’ knowledge and skills regarding facilitating the group process for Performance Modeling and then systematically deriving the knowledge and skill enablers. 1996.
  • Curriculum Architecture Design Project Design Coaching and Support. Guy’s 58th performance-based CAD project where he assisted in the creation of a straw-dog CAD prior to the design meeting, to help the new PACT practitioners play with the data and generate one potential outcome, for use with the Design Team only as an example of what they might themselves produce. 1996.
  • PACT Process Workshop: Curriculum Architecture Design. 1996.
  • PACT Process Workshop: Performance Modeling & Knowledge/Skill Analysis. This project continued the development of PACT Process practitioners at Amoco. 1996.
  • Curriculum Architecture Design Project BEST. Guy’s 57th performance-based CAD project where the focus was on the support for the implementation/rollout of a new common process for large capital projects’ initial ROI and strategic assessments; the macro-planning and micro-planning; implementation management; and then handoff to the local operations and management. 1996
  • White Paper Development: Training Needs Assessment at Amoco. In this project, Guy wrote a short white paper describing the methods, uses, and management issues/opportunities for the systematic needs assessment process at Amoco Production Company, based largely on the PACT Process for Performance Modeling and Knowledge/Skill Analysis. 1995.
  • One-Day Project Planning and Proposal Development Workshop . Guy developed a one-day workshop for using our interview guides and then structuring and developing a situationally appropriate Project Plan and Proposal to deal with conducting analysis, design, development, and pilot-testing the materials for all of the training implications. 1994.
  • Two-Day Workshop: Curriculum Architecture Design. Presentation of the then-current CAD workshop, covering both Performance Modeling and Knowledge/Skill Analysis plus the CAD design methodology. The workshop was not nearly long enough for covering the skill development needs of the learners. 1994.
  • Training Module Design Template Development. 1993.
  • Team Training Curriculum Architecture Design. Guy’s 45th performance-based CAD project where existing, overlapping courses and sources for learning about teams and developing team skills were organized into a formal CAD. 1993.

Apotex

  • Documentation system and outputs improvement effort – 20 month project in Toronto. 2013-2014

ARCO of Alaska

  • Fleet Maintenance Technician. As part of the Pay for Progression Program, Guy  created the process/methodology for the entire project and did the analysis of   employees who did maintenance on all of the vehicles at ARCO’s oil facilities at Prudhoe Bay. 1987.
  • AMPS Curriculum Architecture Design. Guy’s 27th performance-based CAD project where the focus was on the architecture of the Documentation/Job Aids (Desk Procedures) required for all users of a proprietary materials control system. 1990.
  • Maintenance Department Pay Progression Program System Design (Prudhoe Bay). Guy ran several analysis meetings for technician job families where the Performance Model and Knowledge/Skill Matrices were used in the development of more than 2,000 performance-based, “performance qualification” tests that were tied into a pay progression system. This program has been in use for more than ten years and was used as a model for taking the various oil exploration and pumping technologies to China in the mid-1990s. 1990.

Arthur Andersen

  • Unit Leader Job Model. The use of the PACT Processes, where a Performance Model was generated to better define a new position and its selection and development implications for a newly formed department at Andersen’s St. Charles, IL training organization. 1987.

AT&T

  • MCD for Customer Care Organization’s Customer Interface Agents. Guy facilitated the analysis and design of this effort, based on the CAD work done the prior year by another consultant. 1998.
  • PACT Process Briefing for the Training Staff. Guy conducted a half-day briefing on the PACT Processes for T&D after the conduct of a CAD project for AT&T by a fellow consultant. 1997.
  • AETM Curriculum Study. Guy’s 8th performance-based CAD project where the focus was on the performance of new account executives in a technical sales channel.1984.
  • Switching Technician Curriculum Architecture Analysis and Design. Guy’s 7th performance-based CAD project where the goal was to re-rationale two 26-week long curricula. Guy did the analysis and then coached the client staff on existing T&D evaluation and then on the methodologies/steps of the CAD design process. They reduced the two courses into one 13-week combination of group-paced and self-paced instructional experiences. 1984.

AT&T Communications

  • Sales Management Objectives Workshop. We used the Performance Modeling approach to define performance expectations and set specific numeric objectives for the sales managers. 1987.

AT&T Microelectronics

  • Product Management Curriculum Architecture Design. Guy’s 20th performance-based CAD project where the product managers of another AT&T organization were the focus. This effort built on the modular structure of the CAD done for AT&T Network Systems. 1988.

AT&T Network Systems

  • Global Contract Management Curriculum Architecture Design. Guy’s 51st performance-based CAD project where a newly consolidated, global organization designed in detail the three levels of the contract manager job, for the organization to assess all existing T&D to identify the gaps and resources required to support the major business initiative. 1994.  
  • Delivery of NS 1251: Product Management Process Training. Presentation of the eight-day course we developed in 1986 at a number of sites, including New Jersey, Chicago, Atlanta, and The Netherlands. 1993.
  • Redesign of the Product Management and Market Management Curriculum Architecture and NS 1251: Product Management Process Training. Guy’s 42nd performance-based CAD project where the existing CAD (then seven years old) was renewed due to major organizational changes. Very little in the CAD was changed, other than which T&D Events were placed on the new jobs created/evolved out of the BPR efforts. 1993.
  • Delivery (USA and The Netherlands) of Product Management Process Training. Presentation of the eight-day course we developed in 1986 for the American business units of AT&T NS to product management and market management target audiences from the U.S. and more than ten countries in the major European telecommunications markets. 1992.
  • Marketing Personnel Curriculum Architecture Design. Guy’s 32nd performance-based CAD project where the focus was on marketing personnel at a high-tech segment of the organization. 1991.
  • Applying the Network Systems Marketing Process Training. The use of the PACT Process for MCD was central to producing this four-and-a-half-day course, which taught various marketing tools, including the use of quality function deployment (QFD) within several major marketing business processes. 1991.
  • Revise and Pilot-Test Delivery of NS 1251 Product Management Training at NSI—The Netherlands. Pilot presentation of the eight-day course we developed in 1986 for the American business units to determine changes/adaptations required to meet local content issues. The pilot participants decided that the American version should be updated with international issues and then standardized as the global course on the performance competencies addressed. 1990.
  • Cellular Systems Product Knowledge Training Design. The use of the PACT Process for MCD, where a detailed design was produced for SME development effort. 1990.
  • Delivery of Product Management Process Training. Presentation of the eight-day course we developed in 1986 for the American business units of AT&T NS to product management and market management target audiences from the U.S. 1990.
  • Instructor Development for NS Product Management Training. 1989.
  • Network Systems Sales Function Curriculum Architecture Design. Guy’s 22nd performance-based CAD project for three positions of sales and sales support personnel across five business units. 1989.
  • Delivery of Product Management Process Training. 1989.
  • Switching Business Unit Sales Function Curriculum Architecture Design Guy’s 19th performance-based CAD project where sales representatives of one major business unit were the focus. 1988.
  • 1150 Series Self-paced Training. 1988.
  • Internal and External Influences on the Product Management Function Training
  • Development of Five Self-paced Modules of the Product Management Curriculum. These projects used the PACT Process for MCD, where a multiple set of performance-based courses were generated based on the prior CAD work. 1988.
  • Delivery of Product Management Process Training. We supported NS in the delivery of many of the group-paced courses we built for the 1,000-plus product managers within the five business units of AT&T NS, across both North American and European operations. 1987.
  • Product Management Process Training. This intense eight-day course was the keystone T&D Event of the comprehensive CAD for NS product managers. This project used the PACT Process for MCD as a follow-on to the CAD methodology. This course was a finalist for the ISPI Award of Excellence for “Best Instructional Product” in 1989. 1987.
  • Sales Support Planning and Management Training. 1987.
  • Product Support Planning and Management Training. This project demonstrated the use of the PACT Process for MCD, where a multiple set of performance-based courses were generated based on the CAD work and outputs previously produced. 1987.
  • Delivery of Product Management Process Training. 1987.
  • Delivery of Sales Support Planning and Management Training. 1987.
  • Delivery of Product Support Planning and Management Training. We supported NS in the delivery of many of the group-paced courses we built for the 1,000-plus product managers within the five business units of AT&T NS. 1987.
  • Product Manager Curriculum Architecture Design. Guy’s 16th performance-based CAD project, where the 1,100 product managers’ T&D needs were addressed. This design led to the development of many shareable and unique modules and courses of T&D addressing the needs of five business units and other, non-business units, of AT&T. 1986.

AT&T Network Systems International

  • Delivery (The Netherlands) of Product Management Process Training. Presentation of the eight-day course we developed in 1986 for the American business units of AT&T NS to product management and market management target audiences from more than ten countries in the major European telecommunications markets. 1992.

Bandag, Inc.

  • MCD: Dealer Operations and Production Managers Workshops. This project focused on the continued development of three additional workshops for Bandag’s dealer Operations and Production managers, to complement the recently developed and piloted Materials Flow workshop. 1999.
  • MCD: Material Flow Workshop. Guy conducted the analysis, design, and development efforts for this three-day workshop targeted at dealer production managers and how to implement and manage the Retread System using the concepts, tools, and techniques from the Theory of Constraints and Synchronous Flow. 1998.
  • Win-Win Progressive Discipline. Guy developed an eight-hour, group-paced training course for the management of Bandag’s franchise dealers. 1998.
  • Modular Curriculum Development (MCD) for Dealership Production Managers. Guy facilitated the analysis and design and then participated with other consultants in the development of more than 12 days of group-paced Training & Development and Procedures Documentation. 1998.
  • PACT Performance Modeling & Knowledge/Skill Analysis of the Technical Support Group. Guy co-facilitated this analysis effort, which later led to a CAD effort conducted by the client. 1997.
  • CAD Support for Technical Services Group. Guy assisted the client, a recently trained PACT practitioner, in the analysis efforts for this CAD effort for both Instruction and Information (Procedures Documentation). 1997.
  • Curriculum Architecture Design for Franchise Dealership Management Personnel and Bandag Sales Personnel. Guy’s 59th performance-based CAD project where the entire operations of a franchise (with the exception of the back-office administration area) was addressed, plus the sales staff of the franchiser (Bandag) for both Instruction and Information (Procedures Documentation). Target audiences included franchise management, sales, manufacturing, service, warehousing, and distribution functions. 1996.

BankAmerica Corporation

  • Curriculum Architecture Design for Financial Relationship Managers. Guy’s 67th CAD project, which leveraged off the 1997 Retail Bank CAD and reduced the time and costs significantly. 1998.
  • Curriculum Architecture Design for Retail Branch Personnel. Guy’s 62nd performance-based CAD project where the focus was on all levels of branch personnel, from tellers through management. This effort led to a 30% reduction in turnover in the Teller position. 1997.

Baxter

  • Delivery of Problem-solving Training . Guy delivered the Alamo Problem Solving course to an internal audience of various company engineers. 1986.

Bellcore Tech

  • Curriculum Architecture Design for Web Masters. Guy’s 56th performance-based CAD project, where he co-conducted the design meeting based on the analysis done by others. This project was done without the formal Project Steering Team and other formalities of our standard process. 1996.

British Petroleum—America

  • Training Administrative Systems Design Coaching. 1991.
  • Front-Line Retail Personnel Curriculum Architecture Design. Guy’s 38th performance-based CAD project where the focus was on all field marketing jobs related to the retail operations (service and convenience store operations), including regional and district sales management, store managers, and the roles/jobs of inventory and sales clerks, gas pump personnel, etc., for both Instruction and Information (Procedures Documentation) 1991.

Burroughs

  • Information Specialists Curriculum Planning. Guy’s 6th performance-based CAD project where the focus was on internal Management Information Systems personnel’s requirements for both Instruction and Information (Procedures Documentation). 1984.

Channel Gas Industries/Tenneco

  • Training Plan for Fixed-rate Personnel. Guy’s 4th performance-based CAD project. Target audiences included gas transmission pipeline personnel responsible for installation, operations, and maintenance of the pipe, pumps, valves, and turbine engines, plus use and maintenance of their own equipment and vehicles. The CAD addressed both the Instruction and Information (Procedures Documentation) requirements. 1983.

Commerce Clearing House, Inc. (CCH)

  • Sales Representative and Sales Management Training Curriculum Architecture Design. Guy’s 43rd performance-based CAD project where new-hire field sales personnel and their district and regional managers were the focus, and their requirements for both Instruction & Information (Procedures Documentation). 1993.