Note: This page is basically complete – as of 2018-05-22 – but will continue to be Updated from time to time. Last Update: 2018-05-22.

PACT Practitioner Role Overview

The PACT Analyst is responsible for conducting all of the analysis in both CAD and MCD/IAD – which in The PACT Processes always involves:

1) gathering Target Audience data

2) modeling Performance of both the current state “ideal” of Master Performers and current state “gaps” of the non-Master Performers and determining the probable causes for those gaps

3) systematically deriving the enabling Knowledge and Skills

4) Assessing all existing content for its ReUse potential – “as is” or “after modification”

Performance Modeling and deriving the enabling K/Ss are typically done in a Facilitated Group Process with designated Master Performers, other SMEs, and sometimes Novice Performers (with promise) and sometimes Supervisors/Managers of the Target Audience(s).

Note: Performance Modeling and deriving the enabling K/Ss can be done using more traditional interviews, observations, and document reviews – but it simply takes much longer to conduct the initial rounds , the reviews, updates – repeated as necessary.

List of Task Responsibilities to Master

The PACT Analyst is responsible for the following tasks:

• Gathering Target Audience data
• Preparing for the CAD Analysis Team Meeting
• Conducting the CAD Analysis Team Meeting
• Assessing all Existing T&D for its ReUse potential
• Documenting the CAD Analysis Team Meeting in a CAD Analysis Report
• Contributing to the development of the Project Steering Team Gate Review Meeting
• Co-Presenting at the Project Steering Team Gate Review Meeting
• Updating the Analysis Report as needed
• Handing the Analysis Report off to the CAD Designer

PACT Performance Analysts Perform in Both CAD and MCD/IAD Efforts

The PACT Processes – are owned exclusively by Guy W. Wallace – and may be used for non-commercial purposes – with appropriate attribution.

Those wishing to use these methods and templates for commercial purposes may not do so without a license agreement.

Examples of PPA Outputs

Note: TMC – The Most Convenient Stores – or just TMC – is one of my Case Companies used in T&D sessions for PACT Practitioners.

Target Audience Data

Blank format (format changes slightly with each project):

This documents the information about the Primary and Secondary – and Tertiary – Target Audiences – for review and concurrence with the Project Steering Team.

Areas of Performance

Completed example from a project in the mid 1980s:

This documents the scope of Performance analyzed of the Primary and Secondary Target Audiences – for review and concurrence with the Project Steering Team.

Performance Model Charts

Completed example adapted from a project in the mid 1980s:

This is one of many pages that documents the Performance Outputs & Measures, Tasks, Roles and Responsibilities and the Typical Gaps of the Primary and Secondary Target Audiences – for review and concurrence with the Project Steering Team.

Knowledge/Skill Matrices

Completed example adapted from a project in the mid 1980s:

This is one of many pages that documents the Enabling Knowledge/Skills (for 1 of 17 K/S categories) required by the Primary and Secondary Target Audiences – for review and concurrence with the Project Steering Team.

Existing T&D Assessments

Completed example adapted from a different project in the mid 1990s:

This is one of many pages that documents the Existing T&D Assessments of existing content available to the Primary and Secondary Target Audiences and its fit “As Is” or “After Modification” or “Not Applicable” in the future T&D Path(s) – for review and concurrence with the Project Steering Team.

The PPA Self-Development Path

Basic Development

This level of Development is intended to get you to a point to assist the PACT Practitioner: PACT Analyst.

Readings in lean-ISD

Get a free PDF of lean-ISD – or get a Kindle or Paperback version – here.

• Chapters – 1-7
• The 2 Practitioner Stories in between Chapters 7 and 8
• Chapters – 8, 14, 20, 21, 22, 23, 24, 25, 28

School of PACT Video Links

• Video – A1 – here.
• Videos – B1-6 – here.
• Videos – G1-6 – here.

Audio Podcasts

• Audio Podcast on PACT – PACTPodcast_Series_2007_-_1 – PACT
• Audio Podcast on CAD – PACTPodcast_Series_2007_-_2_-_CAD
• Audio Podcast on MCD – PACTPodcast_Series_2007_-_3_-_MCD
• Audio Podcast on IAD – PACTPodcast_Series_2007_-_4_-_IAD

Intermediate Development

This level of Development is intended to get you to a point to be able to conduct – solo – the Tasks of the PACT Practitioner: PACT Analyst.

Articles by Guy W. Wallace

• Models and Matrices- NSPI PIJ -1984
• Debriefing PACT Processes
• Perf Modeling & Enabler Analysis – HR-Com – 2003

 Videos by Guy W. Wallace

• Analysis Beyond Instructional Analysis

Presentations by Guy W. Wallace

• lean-ISD for Training – Lakewood Conf – 1998
• lean-ISD Masters Series – ISPI – 2001
• CAD – Norfolk Naval Shipyard – 2003

PowerPoint Shows by Guy W. Wallace

• Examples of Sales Performance and Knowledge & Skills Data – PPT Show
• Example 2 of Sales Performance and Knowledge & Skills Data
• Performance & Enabler Analysis – ASTD Charlotte 2013-12-03

Blog Posts by Guy W. Wallace

• PACT Analysis – 4 Types – For 3 Levels of Instructional Design
• L&D: Climbing the Performance Analysis Learning Curve – Part 1
• L&D: Climbing the Performance Analysis Learning Curve – Part 2
• L&D: Climbing the Performance Analysis Learning Curve – Part 3
• Instructional Analysis of Performance Competence Requirements in the PACT Processes
• Debriefing the Analysis Team in the PACT Processes

Advanced Development

This level of Development is intended to give you additional exposure to further your insights into the Role of the PACT Analyst.

Additional Articles by Guy

• Modeling Mastery Performance and Systematically Deriving the Enablers for Performance Improvement
• Performance-based ISD – ISPI PX 12-part Series – 2007

Additional Presentations by Guy

• CAD – CACI – 2004

Additional PowerPoint Shows by Guy W. Wallace

• Management Areas of Performance WBS
• Modeling Performance ISPI New Mexico 2004
• The Pros and Cons of the Facilitated Group Process
• PACT Facilitation
• PI From Macro to Micro and Back 2018-02-18

Additional Videos by Guy

• Analysis Determines PACT and/or EPPI Methods
• At the Intersection of Instructional & Performance Improvement Analysis – March 2012

Consulting Services By Guy W. Wallace

Guy offers informal coaching and formal instruction for all of the PACT Processes Roles – as he has practiced them since 1982 – or as it needs to be adapted and integrated into his client’s ISD Processes.

Guy has been developing his staff and his clients’ staffs in these methods since 1983.

Additional Development Resources

Books for sale – including this 6 Pack.

More recent books on The PACT Processes

See all of Guy’s books at his Amazon Authors Page: https://www.amazon.com/-/e/B08JQC4C4V

The PACT Processes – are owned exclusively by Guy W. Wallace – and may be used for non-commercial purposes – with appropriate attribution.

Those wishing to use these methods and templates for commercial purposes may not do so without a license agreement.

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