Guy W. Wallace is a Performance Analyst and Instructional Architect – and has been designing and developing Learning and Performance Support content for Enterprise Learning and business critical target audiences since 1979.
Guy has been consulting since 1982. He has served over 80 clients – including more than 45 Fortune 500 firms.
Guy and his wife Nancy live in Morganton NC where in his off time they enjoy a nearby mountain lake and their 4 nearby grandchildren.
Guy can be reached via email at:
Guy’s Professional Specialites
Guy’s number one consulting speciality has been Curriculum Architecture Design (CAD) since 1982.
CAD efforts produce performance-based T&D Paths or Development Maps – of modular content that maximizes performance impact and increased reuse of content across multiple Paths.
He also specializes in performance-based Training development, Performance Support development and Performance Test development. His analysis work has been the basis for Pay Progression Programs, Job Descriptions, and Job & Organization Design efforts.
And he and his teams over the years have won awards for their work at AT&T, General Motors, HP, Imperial Oil, and Siemens Building Technologies.
Guy’s Consulting Background
Guy was a partner at the consulting firm of SWI – Svenson & Wallace Inc 1982-1997 when he joined the late Ray Svenson’s firm where he helped grow the firm from 3 consultants and two staff members to a team of 15 to 22.
Guy was then the founding partner at CADDI Inc. 1997-2002 where he oversaw a consulting and office production staff ranging from 12 to 20.
Guy founded EPPIC Inc. in 2002 to operate as a solo practitioner leveraging his growing network of seasoned practitioners familiar with his methodologies.
Guy’s Professional Biographies (2017)
Guy developed his own set of ISD and Performance Improvement methodologies, tools and techniques beginning in 1983 to train his own staff and subcontractors, and then the staffs of his clients, also beginning in 1983.
Quality – accuracy, completeness and appropriateness were his goals for any engagement and especially for any series of engagements for any one client. One goal was to increase ReUse of Content – by design – within a client’s content – either “As Is” or “After Modification” – to reduce Life Cycle Costs and Accelerate efforts – while creating a common language and model-set for that Enterprise.
PACT – ISD Methodologies
CAD is one level of Instructional Systems Design (ISD) in his PACT Processes for Training & Development. CAD efforts build performance-based Paths or Maps to reconcile existing content and identify gaps for prioritization and resourcing. CAD efforts do not build any new content.
His ADDIE-like level of ISD is MCD – Modular Curriculum Development – follows CAD efforts and develops or acquires (builds or buys) new content.
Honorary Life Member Award – ISPI – 2010
In 2010 Guy was the recipient of the Honorary Life Member Award from ISPI – the International Society for Performance Improvement – for his contributions to both the technology of Performance Improvement and his contributions of the Society.
This is ISPI’s highest award requiring unanimous approval by two successive Boards of Directors.
Purpose: To recognize outstanding and significant contributions to the field of human performance technology and the Society.
Qualifying Criteria (for candidate to be considered)
- Current international member of ISPI and has a minimum of 10+ consecutive years as an international member of ISPI.
- Regular presenter at the international conference, regional, and local chapter events
- Has not served on the Board for at least three years prior to the date of presentation of award
Distinguishing Criteria (for selection of candidates under consideration)
- Has made contributions to the definition/communication/demonstration of HPT
- Has mentored ISPI members
- Has the respect of his/her peers in the technology
- Has published in ISPI and other journals/books/media to communicate achievements/findings in HPT
- Has promoted ISPI through presentation to other professional groups
- Contribution to the international conference is noteworthy
- Has made significant contributions to the knowledge base of human performance technology
From Richard E. Clark, EdD, APA Fellow, Professor and Director, Center for Cognitive Technology, University of Southern California
Dick’s LinkedIn Recommendation in 2009 for Guy:
“My university research center concentrates on R&D in evidence-based performance improvement and one of our goals is to keep track of the activities of top professionals. Guy Wallace constantly appears on our radar as the best current example of the consummate professional in our field. His broad experience, constant creativity, successful work for his clients and his original contributions to our field all sum together into a very impressive career. Guy has been working in the same field for a quarter century and he could easily rest on his past accomplishments. Yet he continues to create novel and exciting solutions for his clients. He invests considerable effort and so understands both best practice and the huge body of research and evaluation that supports practice.
He also spends quality time helping younger colleagues develop and works to advance our profession though professional organizations such as the International Society for Performance Improvement (where he was elected President a few years back) and the American Society for Training and Development. But what impresses me most about Guy is his ability to think clearly about very complex problems. He has an exceptional talent for stepping back from complex issues and generating simple solutions and insights that are both sensible and effective.”
– Dick Clark – June 28, 2009 email@example.com
Guy W. Wallace’s Elevator Speech-set
- I help my clients leverage their existing Master Performers’ knowledge and skills to help average up the performance of everyone else. That has reduced turnover and reduced the cycle times and costs to achieve performance competence.
- I conduct quick analysis and design efforts that focuses learning, either Formally or Informally, squarely on the development of performance competence.
- I develop their internal Instructional Design staff and even their contractors.
- I wrote the book on Curriculum Architecture—and I co-wrote the first article referencing that in Training Magazine in September 1984.
Detailed Professional Background
Guy W. Wallace has been in the Training & Development field since 1979, and has worked as an external performance improvement consultant to government and industry in the US and abroad since 1982. His clients include over 80 companies, with more than 45 US Fortune 500 firms.
He has conducted many additional projects for many of those clients; up to dozens for several firms over a 10-20 year span.
These collaborative consulting efforts were focused on improving critical process performance and creating ROI and Value Add.
Guy’s early methods for Curriculum Architecture Design via a Group Process were first published by Training Magazine in September 1984. His Analysis methods were published in Performance Improvement Journal of NSPI (now ISPI) in November 1984.
Guy has analyzed human performance requirements within targeted enterprise processes and then designed/ developed training & development, and other non-instructional improvement interventions, for almost every type of business function and process, across a wide variety of industries.
Guy has designed over 2000 days worth of T&D content in many modes/media, including traditional Instructor-Led Training, e-Learning, WBT, Self-Paced Readings, and Structured-OJT for coaches and mentors to deliver.
He is the author of 14 books, and has published more than 95 articles.
His 1999 “lean-ISD” book received an ISPI Award of Excellence for Instructional Communications in 2002.
He has presented more than 110 times at international conferences and at local chapters of the International Society for Performance Improvement (ISPI), the American Society for Training & Development (ASTD), and at BPM– Business Process Management, the Conference for Nuclear Training & Education (CONTE), Midwest Nuclear Training Association, Association for Behavior Analysis, ASEE, and several Lakewood-Training Conferences, since 1983.
Guy was the treasurer and an executive director on the 1999–2000 board of ISPI – International Society for Performance Improvement, and was later elected to the position of President-Elect for 2002-2003, serving as ISPI’s President for 2003-2004.
His professional biography was listed in Marquis’ Who’s Who In America in 2001.
Guy was designated a Certified Performance Technologist (CPT) in 2002. He last renewed the CPT in 2014.
He was recruited in 2004 as an ISPI Professional Community Thought Leader for the Instructional Systems ProComm.
Guy was awarded ISPI’s highest honor, the Honorary Life Member in 2010, after receiving unanimous votes from 2 successive ISPI boards, for his contributions to both the Society and for his contributions to the technology of performance improvement.
Guy was recruited in 2010 by ASQ as a founding member of its Influential Voices campaign to raise the Voice of Quality. He served in that role until 2015.
Guy’s Key Areas of Expertise
Guy’s ability to assist his clients in achieving peak performance is due to his collaborative and creative approaches, plus his planning abilities, his project management abilities, his analytic abilities, and his design abilities.
He has over 30 years of business experience in improving human performance within enterprise process performance as measured by that entity’s specific business metrics. Specifically, Guy’s experience is in the following types of efforts:
► Performance Modeling (PM) and Enabler Analysis (EA). Since 1979, Guy has conducted more than 200 group process Performance Modeling and Enabler Analysis sessions for application in T&D product development efforts, as well as for process/performance improvement projects.
► Curriculum Architecture Design (CAD). He has conducted 74 performance-based CAD projects since 1982 for a wide range of industries and business functions/processes. He is the author of The PACT Processes for T&D’s lean-ISD methodology for CAD. The early methods for Curriculum Architecture Design via a Group Process were published in Training Magazine in September 1984.
► Modular Curriculum Development (MCD). Guy has conducted more than 50 performance-based MCD (ADDIE-like) projects since 1982 for a wide range of industries and business functions/processes and for individual contributors to top executives. He is the author of The PACT Processes for T&D’s lean-ISD methodology for MCD.
► Instructional Activity Development (IAD). He has designed and developed more than two dozen performance-based simulation exercises for performances covering executive development, labor relations, high-tech product and marketing management, sales, ISD, plus many others. He has also built performance-based selection instruments, demonstrations, and qualification/certification tests using the PACT analysis and design methodologies. Guy is the author of The PACT Processes for T&D’s lean-ISD methodology for IAD.
► ISD Project Planning and Management. He has planned and managed over 250 Improvement projects since 1979.
► Guy is the author of The PACT Processes for T&D, a set of lean-ISD methodologies for the planning, management, analysis and design/ development of performance-based T&D.
► Guy is the author of The Enterprise Process Performance Improvement (EPPI) Methodologies, which is an expansion beyond PACT to address all of the variables of process performance.
► Group/Team Process and Facilitation. He has facilitated more than 300 group meetings to accomplish quick and thorough performance and enabler analysis and to then design interventions to accomplish both human performance and business process improvement goals.
► Guy offers formal workshops, formal performance competence certification, less-formal coaching sessions in instructional and performance improvement project planning and management, analysis and design.
Guy’s Professional Work History
EPPIC, Inc. (2002 – current)
Guy returned to EPPIC full-time in mid-April 2010.
Wachovia—General Bank Group (2007 – 2010)
Guy was asked to join this group as a Director, in charge of Curriculum Architecture, specifically to implement his lean-ISD/ PACT Processes methodologies by his boss, a member of a former client group in another firm and industry. The financial melt-down of 2009 ended that effort with the takeover by Wells-Fargo.
EPPIC, Inc. (2002 – 2007)
Guy founded EPPIC in the fall of 2002 to continue to offer the same consulting services as he has since 1982…in both instructional and non-instructional performance improvement efforts, primarily using his performance-based EPPI methodology (Enterprise Process Performance Improvement), and the PACT Processes for T&D.
CADDI, Inc. (1997 – 2002)
Guy was the majority owner, one of the two founding partners of CADDI, Inc. (Curriculum Architecture Design & Development Institute, Inc.). CADDI was intended to continue to provide both the PACT Processes instructional design and development service offerings, as well as the non-instructional EPPI –Enterprise Process Performance Improvement projects for mainly Fortune 500 enterprises.
SWI—Svenson & Wallace, Inc. (1982 – 1997)
Guy, a partner in SWI, conducted more than 150 projects while at SWI for 15 years. He developed and led SWI’s T&D/ISD practice area and coordinated the efforts of the internal and external consultants he recruited and assigned to SWI’s ISD projects. He also headed the SWI marketing team and led its efforts in advertising, promotions, and publications.
Motorola (1981 – 1982)
Guy was at the start-up of Motorola’s Education & Training Center, later known as Motorola University. He was one of the original 13 training project supervisors and was responsible for the manufacturing, materials, and purchasing segments of the internal Motorola training market.
He developed some of the first corporate quality training programs at Motorola; his first in 1981 was a series of self-paced reading and workbook modules for quality concepts (SPC) and tools (charting) and a T&D administration system targeted at Motorola’s manufacturing supervisors. He also developed self-paced modules covering the legal aspects of purchasing for Motorola populations in the sales, engineering, and purchasing functions.
Wickes Lumber (1977 – 1981)
While a student at the University of Kansas, Guy worked part-time as an inside salesperson at the Wickes Lumber center in Lawrence, Kansas. After obtaining his Bachelors degree in August 1979, Guy began as a program developer at Wickes Lumber’s corporate headquarters in Saginaw, Michigan.
There he was a project leader for a three-person team that produced 24 video-based product knowledge training programs the first year. He was primarily responsible for the development of video-based, self-paced training packages addressing the performance-based needs of management, contractor sales, inside sales, and inventory management for personnel in the 275-plus lumber centers across the country.
U.S. Navy (1972 – 1975)
Rated a Journalist, 3rd Class Petty Officer in the U.S. Navy, Guy ran the on-board, closed-circuit TV and radio stations and was editor of both the shipboard newspaper and cruise books while aboard the U.S.S. Okinawa, LPH-3.
He is a graduate of the Department of Defense Information School (DINFOS) at Fort Benjamin Harrison, Indianapolis, where he received training in both print and broadcast journalism (1973).
Bachelor of Arts in Radio/TV/Film
– University of Kansas, 1979
Print and Broadcast Journalism School
– Department of Defense Information School—DINFOS, 1973
Professional Memberships and Affiliations
- International Society for Performance Improvement – ISPI
– Local chapter and International Member since 1979
– Board of Directors – Treasurer/Executive Committee 1999-2001
– President-Elect 2002-2003
– President 2003-2004
– Instructional Systems Thought Leader (2004-2006)
– Honorary Life Member Award (2010) ISPI’s highest award
- Charlotte Chapter – International Society for Performance Improvement
– Co-founder 2009, President-Elect 2009-2010
– President (2011)
- Kansas City International Society for Performance Improvement – KCISPI (honorary member)
- American Society for Training & Development – ASTD (now ATD)
- Professional Biography listed in Who’s Who in America – 2001
- Recruited as a founding member of the American Society for Quality – ASQ’s Influential Voices campaign to Raise the Voice of Quality – 2010
A Couple of Professional References
From: Client Randy Kohout
Vice President of Organization Capability, CUNA Mutual – firstname.lastname@example.org
Randy’s LinkedIn Recommendation for Guy:
“Guy is a true instructional design and performance improvement professional, author and practitioner. While I was working at Bank of America we commissioned Guy and his CADDI team to redesign the three retail bank learning and development programs into one high performing curriculum design.
As a result of this work we were able to reduce turnover at the frontline teller positions by an average of 30%.
Guy’s ethics and proven approach made the effort very cost effective and fast to implement. I would recommend Guy for his knowledge of human performance technology, for his client service focus and for his business ethics.
– Randy Kohout VP, CUNA Mutual Group – March 22, 2009
From: Client Jonathan White
Program Manager – General Dynamics
Jonathan’s LinkedIn Recommendation for Guy:
“Guy W. is a true professional with an awesome and robust, scalable process for designing training methodology. He was a tremendous asset to the Navy when I hired him and his process/product has moved the organization into developing 21st century training products”
– Jonathan White – March 3, 2009
Additional references are available upon request.
And see Guy’s LinkedIn Recommendations – over 30 – here.
Email Guy at EPPIC for More Information or To Discuss a Quote
# # #