Resource Highlight: PACT Processes for lean-ISD – Training – Learning – Knowledge Management

PACT Processes Resources

Key Resources

These include:


Wait – there’s more…

CAD Effort Outputs

Note all are PDFs … and the P2 and P3 Outputs are very large documents. Check before printing.

All Articles

CAD – Training Mag – 1984 – 6 page PDF – the first publication about Curriculum Architecture Design via a Group Process – published in Training Magazine in September 1984. Original manuscript (30 pages) – How to Build a Training Structure That Won’t Keep Burning Down.

Models and Matrices- NSPI PIJ -1984 – 5 page PDF – the first publication of the performance and enabler analysis methods for ISD, from NSPI’s (ISPI’s) Performance & Instruction Journal, November 1984.

Proj Mgmt – CNSPI -1986 – 9 page PDF – originally published in the Chicago Chapter of NSPI (ISPI) Newsletter in December 1986 – on my Project Management Techniques for Project Definition, Project Planning and Project Communications.

Product Mgmt Process Training – ATT – 1987 – 1 page PDF from an internal AT&T Newsletter for trainers about the simulation exercise “game” I had designed in 1986 for an 8-day course for Product Managers that was pilot-tested in the fall of 1987.

NS CAD 1986-7 – 2 page PDF – from the internal “AT&T Training Information Exchange” newsletter of October 1987 about the 8-day course for Product Managers pilot tested in 1987 – and the Product Management model we had created based on the analysis efforts – that in combination with a Product Life Cycle model we created (no common one existed at the time) guided the content of this 8-day “Basics” course.

Cost of Nonconformance and ROI for Training Projects _ASTD – 1991 – 9 page PDF of the original (not the published version) article submitted and published in ASTD’s Technical & Skills Journal in their May-June 1991 issue under the title: Costing Out a Training Project (which it did not address). This presents an alternative approach for determining ROI that was unique to one of my client’s situation, and proxy for ROI: RONA – using the quality concepts of Cost of Non-Conformance and the Costs of Conformance in place of returns and Investments respectively.

The Detailed Project Plan – GWW – 1992 – 4 page PDF – originally published in the Svenson & Wallace, Inc. newsletter: Management Update – in the Summer of 1992.

Teaming for T&D GWW 1999 – 5 page PDF – on my story of inadvertently creating a team – out of frustration with too many revision cycles for a video script I was writing –  for training development back in 1979 – and liking the approach for using a Group Process to shorten cycle times and improve the quality of the output.

PACT Pilot-Test Debriefing Guide – 3 page PDF – presents an overview of how I debrief Pilot-Test participants in ISD efforts. Written in the mid-1990s, published in 1999.

Debriefing PACT Processes – 6 page PDF – article from the 1999 CADDI Newsletter “Pursuing Performance” on my debriefing process for the Analysis and Design Teams in the PACT Processes for Training, Learning and Knowledge Management.

ISPI Masters Series Article – lean-ISD – PIJ – 2001 – 14 page PDF – written as a companion piece to my 2001 Masters Series presentation at ISPI, this provides the background and an overview of lean applied to ISD – Instructional Systems Design – in the 5 methodology-sets of my PACT Processes for Training, Learning and Knowledge Management. Written in 2000, published in ISPI’s Performance and Improvement Journal in 2001.

PACT Alpha Phase Client-Stakeholder Interview Guide – 10 page PDF – is a job aid for the initial meetings with the client and other key stakeholders for a Training Request. Developed in the mid-1990, and published in 2002.

MCD-lite PP – 2002 – 10 page PDF – of when and how to shorten the “standard process” for my version of ADDIE (MCD – Modular Curriculum Development) – when the client isn’t attempting training for skills – but communications for awareness. Written to convince a client to not force every effort to go through the same rigorous approach when the desired outcome wasn’t skills-building. I was unsuccessful in convincing them. Originally written in 1997.

NS 1251 Product Management Process Training – GWW – 4 page PDF – on the story of the AT&T Network Systems effort for Product Management Basics Training – which was the keystone course in a Curriculum Architecture effort begun in 1986 – something I designed and developed – and then delivered – an effort ending for me in 1993 with deliveries by me 31 times, including 6 in The Netherlands.

Push-Pull Knowledge Management Systems 2000 – 8 page PDF – of my approach to creating a Push-Pull approach to a Knowledge Management System – using my PACT Processes for Training, Learning and Knowledge Management. Written in 2000 for the CADDI newsletter: lean-ISD.

Designing for the ISD Life-Cycle – ISPI PIJ – 2002 – 13 page PDF – my reaction to the latest critique (at the time) about the value or lack-thereof of ADDIE.

Perf Modeling & Enabler Analysis – HR-Com – 2003 – 17 page PDF – an online publication at HR.Com in 2003 covering the analysis of both Performance Competence Requirements and the Enablers – part of my ISD (PACT) and Performance Improvement (EPPI) methods.

CAD – ASTD – 2004 – 5 page PDF – an overview of when to do a Curriculum Architecture Design effort, the outputs of the effort by phase, and the 4 phases of a Curriculum Architecture design effort, published in ASTD’s Links in 2004.

Modeling Mastery Performance and Systematically Deriving the Enablers for Performance Improvement – by Guy W. Wallace, CPT – Chapter 11 of the Handbook of Human Performance Technology – 3rd Edition.  This methodology was first published in this 1984 article in ISPI’s (then NSPI’s) PIJ in November 1984.

Performance-based ISD – ISPI PX 12-part Series – 2007 – 122 page PDF – an update in 12-parts to my 1999 book: lean-ISD – which covers my ISD methods: The PACT Processes for T&D, Learning and Knowledge Management. Published in ISPI’s PerformanceExpress during the 12 months of 2007.

All Presentations

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).

 lean-ISD for Training – Lakewood Conf – 1998 – 33 page PDF – Presentation on “lean-ISD” via the PACT Processes for T&D –  at the 1998 Training Conference – by Guy W. Wallace and Pete Hybert – addressing the 3 levels of Instructional Design: CAD –  Curriculum Architecture Design plus MCD – Modular Curriculum Development (the PACT Process version of ADDIE) and IAD – Instructional Activity Development – and their phases, outputs, “sharable content,” and the teams for these approaches to projects.

lean-ISD Masters Series – ISPI – 2001 – 40 page PDF –  Guy Wallace’s 2001 Masters Series presentation at ISPI – this provides the background and an overview of lean applied to ISD – Instructional Systems Design – and the 5 methodology-sets of the PACT Processes for Training, Learning and Knowledge Management. Covers the 5 methodology-sets of the PACT Processes, the background, purpose, outputs, process phases, teams involved.

Push-Pull Knowledge Management Sys – ISPI – 2001 – 42 page PDF – delivered at the ISPI conference in April 2001 – this covers the use of the PACT Processes for Training, Learning and Knowledge Management in the creation of a Knowledge management System for Push target audiences and Pull target audiences. It also cover a 4 phase approach to implementing a KMS.

Project Management – Purdue – 2001  – 15 page PDF – delivered for Jim Russell’s students at Purdue – covers my project planning “activity block diagram” which is the basic building block for all of my project planning at the detailed level, plus the Project Plan task/role/schedule chart format and organization structure that I had been using for my client proposals and project plans since 1982.

Design for the Life Cycle – ISPI – 2003  – 40 page PDF – delivered at the ISPI conference in Boston in April 2003. This covers 7 vlaue variables that need to be addressed to improve the ROI of a training/ learning function.

Performance Modeling and Enabler Analysis – NM ISPI – 2004  – 110 page PDF – this is both the pre-readings and presentation slides from a half-day workshop done for the ISPI New Mexico chapter for their Winter Workshop March 5th 2004. It covers the analysis methods that I had been using and evolving since 1979.

CAD – Norfolk Naval Shipyard – 2003  – 46 page PDF – this presentation led to a CAD – Curriculum Architecture Design effort for the Production organization’s 1st line supervisors and their bosses the Zone Managers.

CAD – CACI – 2004  – 29 page PDF – presentation to the Norfolk office management team on the  CAD – Curriculum Architecture Design methodology, phases, outputs and teams.

Wallace-Thiagi Session handouts – ISPI – 2006  – 13 page PDF – these are from the first of three sessions I did with Thiagi at ISPI Conferences – where we compared and contrasted our two approaches to ISD.

Qualification-Certification Systems – E-Learning Conference- 2008  – 23 page PDF – presentation to the Handshaw e-Learning Conference in Charlotte NC in September 2008 on the performance-based Employee Qualification/Certification System and development of Performance Tests – the subject of Guy W. Wallace’s and Ray Svenson’s 2008 book of the same name.

Project Planning and Management for ISD and HPT Efforts – ISPI – 2009  – 32 page PDF – Guy’s presentation on project planning at ISPI conference in April of 2009 – that was captured on video – see that 90 minute video here.

performance-based Curriculum Architecture Design – January 19, 2012 – at ISPI Central Florida Chapter (CFC) – 20 page PDF of the session handouts – here.

How to Plan and Conduct a Curriculum Architecture Design Effort – and Why – February 15th 2012 – at TRAINING 2012 in Atlanta – 82 page PDF of the slides – here.


PACT is a Set of Instructional Systems Design Methods


The PACT Methodology-Sets

PACT Logo w 5 Methodologies 2

Enabling Push and Pull

Push-Pull and The 5 Tier Content Inventory Framework

Achieving the Holy Grail of Content Re-Use – Is Doable with PACT

ReUse Event Map and 5-Tier Inventory

T&D Path for Performance Competence Development

Path Examples 

As Rigid As Required and As Flexible As Feasible

CAD Path Supervisors

CAD Path Call Center Sales

CAD Path Prod Mgrs

CAD Path Global Clinical Trials

Performance Competence

Performance Competence graphic

If your goal isn’t to improve this – Performance Competence – then the PACT Processes isn’t the right approach to ISD for you.

CADS Lead to MCD Projects to Build Out/Acquire the Priority Gaps of the Paths

The remaining gaps are “Un-Structured OJT” in the language of PACT – otherwise known as Informal Learning. In PACT – you can even guide that Informal Learning with the awareness/knowledge/skill items determined in Analysis that you later determined didn’t quite have the ROI for addressing – and it was left to informal learning means.


CAD POTS: Phases-Outputs-Teams

CAD - POTs 2012

MCD POTS: Phases-Outputs-Teams

This is akin to your ADDIE type approach.

MCD - POTs 2012

Why? For the ROI

The ROI comes from these 7 sources – but the last 5 are merely the component returns from #2.


The PACT Data Logic – High Level

Managing with Data.

PACT Data Logic

Video: AT&T Network Systems Introduction to Product Management Training & Development 

Video: 1997 Testimonials from My General Motors Clients

75 CAD Projects To Date (2015)


# # #

2 comments on “Resource Highlight: PACT Processes for lean-ISD – Training – Learning – Knowledge Management

  1. Pingback: L&D: Bolt an APPO Onto L&D Modes & Media That Cannot Provide Them | EPPIC - Pursuing Performance

  2. Pingback: Sometimes My Lesson Designs Start With an APPO or a DEMO Versus a Typical INFO | EPPIC - Pursuing Performance

Leave a Reply

Please log in using one of these methods to post your comment: Logo

You are commenting using your account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.