Resources – For Sale: ISD Staff Development Workshops and Coaching Sessions

Staff Development Workshop Specifics and Pricing

Guy W. Wallace offers the following formal Workshops and informal Coaching Sessions to fit his clients’ needs for Staff Development

I’ve been developing my client’s staff in my analysis , design and project management methods since 1983 – and have done this for helping my clients in creating awareness, knowledge, and/or skills in the following 6 workshops:

  1. Analysis for ISD: Instructional Systems Design and for PI: Performance Improvement
  2. Curriculum Architecture Design: Design of a Training/ Learning Path and Planning Guide Using the Analysis Data
  3. Modular Curriculum Development: Design of Events, Lessons and Instructional Activities Using the Analysis Data
  4. Project Planning for ISD: Instructional Systems Design Efforts (CAD and MCD)
  5. Defining, Assessing and Planning Improvements for Your T&D/ L&D Jobs and Organization
  6. Design a Performance-based Management Curriculum Architecture Design: Path and Planning Guide
Note: Prices subject to change without notice. Check with Guy Wallace for the current offerings and their prices.

The Target Audiences

These workshops are intended to develop the skills of PACT Practitioners and their Management.

The details for the Workshops follow…

1 – For the Instructional and Performance Improvement Analyst (PPA)

  • Description: Guy delivers a facilitated 2, 3 or 4-day session – 3 Days is recommended – at the client’s provided site – for 6-12 attendees – on:  Analysis for ISD: Instructional Systems Design and for PI: Performance Improvement
  • Price: $4,000 per day, plus all printing, shipping, travel and living expenses
  • Daily hours: 9-5 with a 45 minute break for lunch.
  • Covers:  Target Audience data gathering; Areas of Performance; Performance Modeling; Stakeholders; Management Areas of Performance; Enabler Categories; 17 Knowledge/ Skill categories; systematically deriving the enablers; Assessing Existing Enterprise Asset Systems; Existing T&D Assessments; Analysis Reports and Gate Review Meeting Presentations.
  • Varied lengths offered: each cover the basics and one round of applications exercises on the aspects of analysis. Longer sessions increase the amount of hands-on practice with feedback for skills development
  • Take-a-Ways: Each attendee gets a Participant Guide (32 pages) and access to a set of online tools and templates. Additional Readings on paper will be handed out for post-session use  and a copy of Guy’s book: Analysis for Performance Competence Requirements (2011)

2 – For the CAD Designer (PCD)

  • Description: Guy delivers a facilitated 2, 3 or 4-day session  – 3 Days is recommended – at the client’s provided site – for 6-12 attendees – on: Curriculum Architecture Design: Design of a Training/ Learning Path and Planning Guide Using the Analysis Data.
  • Price: $4,000 per day, plus all printing, shipping, travel and living expenses
  • Daily hours: 9-5 with a 45 minute break for lunch.
  • Covers:  The Analysis Data; the 7-Steps to the CAD Design Team Meeting; Step 1- Establish the Path; Step 2- Sort the AoP Data; Step 3 – Sort the ETA Data; Step 4- Sort the K/S Data;  Step 5- Modularize; Step 6- Eventize; Step 7- Clean Up & Finish Up; the Design Document and Project Steering Team Presentation for the Gate Review Meeting.
  • Varied lengths offered: each cover the basics and one round of applications exercises on the aspects of analysis. Longer sessions increase the amount of hands-on practice with feedback for skills development
  • Take-a-Ways: Each attendee gets a Participant Guide (32 pages) and access to a set of online tools and templates. Additional Readings on paper will be handed out for post-session use – and a copy of Guy’s book: The PACT Processes for Performance-based Curriculum Architecture Design (2011)

3 – For the MCD Designer (PMD)

  • Description: Guy delivers a facilitated 2, 3 or 4-day session  – 3 Days is recommended – at the client’s provided site – for 6-12 attendees – on:Modular Curriculum Development: Design of Events, Lessons and Instructional Activities Using the Analysis Data.
  • Price: $4,000 per day, plus all printing, shipping, travel and living expenses
  • Daily hours: 9-5 with a 45 minute break for lunch.
  • Covers:  The Analysis Data; the 9-Steps to the MCD Design Team Meeting; Step 1- Establish the Path; Step 2- Sort the AoP Data; Step 3 – Sort the ETA Data; Step 4- Sort the K/S Data;  Step 5- Modularize; Step 6- Eventize; Step 7- Clean Up & Finish Up; the Design Document and Project Steering Team Presentation for the Gate Review Meeting.
  • Varied lengths offered: each cover the basics and one round of applications exercises on the aspects of analysis. Longer sessions increase the amount of hands-on practice with feedback for skills development
  • Take-a-Ways: Each attendee gets a Participant Guide (32 pages) Additional Readings for post-session – and a copy of Guy’s book:  The PACT Processes for Performance-based Modular Curriculum Development (2011)

4 – For the Project Planner/Manager (PPM)

  • Description: Guy delivers a facilitated 1-2 or 3-day session  – 2 Days is recommended – at  the client’s provided site – for 6-12 attendees – on: Project Planning for ISD: Instructional Systems Design Efforts.
  • Price: $4,000 per day, plus all printing, shipping, travel and living expenses
  • Daily hours: 9-5 with a 45 minute break for lunch.
  • Covers:  Client and Stakeholder Interviews; Project Plan and Proposal templates for CAD – Curriculum Architecture Design efforts and for MCD – Modular Curriculum Development efforts; Roughing out the Touch Times and the Cycle Times and Costs; Reviewing the Plans and Issues in the Project Steering Team’s gate Review Meetings.
  • Varied lengths offered: each cover the basics and one round of applications exercises on the aspects of analysis. Longer sessions increase the amount of hands-on practice with feedback for skills development
  • Take-a-Ways: Each attendee gets a Participant Guide (32 pages). Also, additional Readings on paper for post-session – and copies of 2 of Guy’s books:  The PACT Processes for Performance-based Curriculum Architecture Design (2011) – and –  The PACT Processes for Performance-based Modular Curriculum Development (2011)

5 – For the Curriculum Manager, L&D Manager and CLO (PCM)

  • Description: Guy delivers a facilitated 3 or 4 or 5-day working session –  4 Days is recommended -often best at an off-the-job-site Team Retreat – at the client’s provided site – for 6-12 attendees – on: Defining, Assessing Processes and Planning Improvements for Your T&D/ L&D Processes, Jobs and Organizational Supports.
  • Price: $4,000 per day, plus all printing, shipping, travel and living expenses
  • Daily hours: 9-5 with a 45 minute break for lunch.
  • Covers:  The Curriculum Manager’s and Others’ Roles and Performance Competence Requirements at Your Enterprise; Assessments and Audits of Your Processes, Practices and Resources; Performance Improvement Planning; Change Management Strategies & Tactical Planning; On-Going Communications/ Empowerment/ Engagement.
  • Varied lengths offered: each cover the basics and one round of applications exercises on the aspects of assessments and planning. Longer sessions increase the amount of hands-on time with coaching support.
  • Take-a-Ways: Each attendee gets a Participant Guide (32 pages). Also: Additional Readings on paper for post-session follow-up – and copies of 2 of Guy’s books:  The Curriculum Manager’s Handbook (2011) – and –  From Training To Performance Improvement Consulting (2011)
       

6 – Management Development Staff

  • Description: Guy delivers a facilitated 3, 4 or 5-day working session –  – 4 Days is recommended – at the client’s provided site – for 6-12 attendees – on:  Design Your Own Performance-based Management Curriculum Architecture Design: Path and Planning Guides
  • Price: $4,000 per day, plus all printing, shipping, travel and living expenses
  • Daily hours: 9-5 with a 45 minute break for lunch.
  • Covers:  The review and adaptation of a model of Management Areas of Performance and incorporating all known existing Content – plus defining all gaps at two levels of design: Modules and Events.
  • Take-a-Ways: Each attendee gets a Participant Guide (32 pages). Also: Additional Readings on paper for post-session follow-up – and a copy of Guy’s book:  (Developing Your) Management Areas of Performance Competence  (2011)

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ISD PACT Practitioner Certifications

We can configure one or a series of workshops – and can conduct formal certification of Performance Competence in one or more of the 5 PACT Practitioner roles:

1- PPA – PACT Performance Analyst

2- PCD – PACT CAD Designer

3- PMD – PACT MCD/ISD Designer

4- PLD – PACT Lead Developer

5- PPM – PACT Project Manager

We have Workshops and Coaching Sessions available for each of these Roles in 2, 3, 4 and 5 day lengths – where the key variable between session lengths is on the amount of practice with feedback provided with the longer sessions. These may also be configured in various combinations, as I have been doing for each of my clients as they needed over the decades.

Certification after Level 1 – is strictly about demonstrated Performance Competence.

Please ask me for references!

Guy has been developing his client’s ISD staff in The PACT Process methodologies for Performance and Enabler Analysis, Curriculum Architecture Design (CAD), Modular Curriculum Development (MCD) and Project Planning & Management – since the mid-1980s…

ISD Staff Development in the PACT Processes – Formal PACT Processes Workshops Delivered by Guy W. Wallace and his associates…

Past “Staff PACT Practitioner Development” Clients
Amoco, AT&T, Dow Chemical, Discover Card, EDS, Eli Lilly, General Motors, HP, MCC Powers (later Siemens Building Technologies), Norfolk Naval Shipyard/NAVSEA, NASCO, NCR and SunTrust

Specifics

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.
• 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.
• 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.

AT&T
• PACT Process Briefing for the Training Staff. Guy conducted a briefing on the PACT Processes for T&D. 1984.

Dow Chemical
• PACT Process Briefing for the Training Staff. Guy conducted a full-day briefing on the PACT Processes for CAD. 1986

Discover Card
• Performance-based Curriculum Architecture Design Training. A one-day presentation of the then-current CAD workshop/materials, covering both Performance Modeling and Knowledge/Skill Analysis plus the CAD design methodology. Learners were to be oriented to the methodology. 1993

EDS
• Analysis via a Team Process Workshop Development and Delivery. Presentation of a two-day workshop in Detroit teaching the use of our T&D analysis methodology focused on use of “competencies.”. Also attending were members of the local AAA T&D organization. 1991.

Eli Lilly and Company
• Miscellaneous Consulting on T&D Operations and ISD Methodology. 2000.
• Curriculum Management Workshop. A two-day workshop based on Guy’s T&D Systems View (T&D Clockface) Model and upcoming book. 1999.
• Curriculum Management Workshop. Guy worked on the design, development, and delivery of a two-day workshop on using PACT Process principles for curriculum management within a large corporation. 1996.
• Presentation to HRD Staff: Curriculum Architecture Design. A three-hour presentation of the current CAD (ISPI version) to members of the corporate human resources organizations. 1995

General Motors
• General Consulting for the PACT Process Technology Transfer (PPTT) efforts as General Motors University internalized a common process for instructional systems design/development (ISD). 2000.
• General Consulting for the PACT Process Technology Transfer (PPTT) efforts as General Motors University internalized a common process for instructional systems design/development (ISD). 1999.
• PACT Process Workshop: Analysis (MC/MI Analysis). Guy co-facilitated this four-day workshop for the staff and strategic suppliers of General Motors University as part of a technology transfer efforts of the PACT Processes for T&D (known inside General Motors University as Modular Curriculum/Modular Instruction). 1998.
• PACT Process Workshop: CAD Design (MC Design). Guy co-facilitated this four-day workshop for the staff and strategic suppliers of General Motors University. 1998.
• PACT Process Workshop: MCD Design (MI Design). Guy co-facilitated this five-day workshop multiple times for the staff and strategic suppliers of General Motors University. 1998.
• PACT Process Workshop: PACT Process Project Planning & Management (MC/MI Project Planning & Management). Guy co-facilitated this four-day workshop one time for the staff and strategic suppliers of General Motors University. 1998.
• General Consulting for the PACT Process Technology Transfer (PPTT) efforts as General Motors University internalized a common process for instructional systems design/development (ISD). 1998.
• PACT Process Workshop: Performance Modeling & Knowledge/Skill Analysis
• PACT Process Workshop: Modular Curriculum Design (MC a.k.a. CAD). 1997.
• PACT Process Workshop: Modular Instruction Design (MI a.k.a. MCD). These workshops were delivered as part of the PACT Processes for T&D technology transfer to General Motors’ training strategic partners.1997.
• Consulting: Adaptation and Implementation of the PACT Processes for T&D. This effort is intended to formally transfer the PACT Processes for T&D (lean-ISD) into General Motors NAO OED’s strategic partners to support their outsourcing strategy.1997.
• Adaptation and Implementation of the PACT Processes for MCD. This was the beginning of our first large-scale PACT Process Technology Transfer project, where all of the methodologies were finally codified and documented for delivery, practitioner certification, and ongoing coaching/support. In this project, the PACT Processes for T&D were adopted and adapted to General Motors’ needs. Briefings, workshops, toolkits, go-bys, and many other support materials were created to support the implementation effort to transfer the technology and methodologies to General Motors’ strategic partners to support their training development outsourcing strategy. 1996.
• Presentation to Staff: Curriculum Architecture Design. A two-and-a-half-day presentation to the OED staff of General Motors, expanding on the current CAD (ISPI version) and other of our presentation/workshop materials. 1995

HP
• Consulting: Application of the PACT Processes Methodologies in Process Redesign and Human Performance Improvement Consulting Projects In this project, Guy provided telephone consultation to two performance technologists in the process of transforming their T&D organization into a human performance technology (HPT) service organization (including instructional technology) over a three-month time frame for the initial project. 1997.
• Four-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. Learners were to be assigned responsibilities for the training implications of a major change initiative, a consolidation, and a BPR project. 1995

MCC Powers (now Siemens Building Technologies)
• Training Project Management Coaching. Miscellaneous coaching provided to the ISD staff in the use/application of our team-based ISD methodologies. 1983

Norfolk Naval Shipyard/NAVSEA
• Informal consulting with the ISD staff on a project across the entire Department of the Navy. 2004-5

NASCO
• PACT Process Workshop: PACT Performance Analyst. 2005

NCR
• PACT Process Briefing for the Training Staff. Guy conducted a full-day workshop on the PACT Processes for CAD. 1990.

SunTrust Banks
• Presentations to Staff on: Curriculum Architecture Design – and on:Enterprise Content Architecture. 2010

Wachovia
• Staff development on Curriculum Architecture Design and Modular Curriculum Development project planning & management, analysis, Curriculum Architecture Design (of a Learning Path), design of modular instructional (for any blend of mode and media. 2008-2010

***

PACT Workshop and Practitioner Testimonials

The following are from Guy’s clients when he headed CADDI (1997-2002 before starting EPPIC in 2002)…all of whom were practitioners of the PACT Processes…all of whom were also Guy’s clients from the pre-CADDI days at SWI (Svenson & Wallace Inc. 1982-1997)…

Darryl Sink emailed me in February 2012 about a Case Study for a curriculum development project he did after one of “my trainees” – Christie Westall of HP – did the Curriculum Architecture Design effort – Sink Email – it should also be noted that Darryl and Christie had won an ISPI Award of Excellence when they collaborated to develop the content of another CAD effort that I participated in – and had used to formally train Christie in both the analysis and design methods of PACT – back in the early 1990s.Photo of Christie participating in a session of mine at ISPI in 1998 with other clients about their applications of the methodology see more about that – here – at the bottom of the page.

Gretcha Flinn and Marlene Frederick, Eli Lilly and Company say, “We have applied the CADDI process for several years in a variety of situations.  The process has been valuable to our clients and has been a best practice and trademark for our training and development operation.”

Elaine Cook, Raytheon Training Company says, “I began taking the training simultaneous with joining my new company.  In retrospect, I firmly believe this was the best way for me to learn the processes and begin to use them in my role as Sr. Project Manager.  The processes provide a solid architectural structure within which to lead my customers as we develop performance-based curricula.  I’ve completed all training in the PACT Processes and have lead a team through the first three phases of a major MC (CAD) Process.  I anticipate moving into one or more MI (MCD) processes to begin actual course development for the same project.  All PACT Processes are detailed, flexible, and truly “self-healing.”  If a key detail is overlooked, it will be captured using these processes.  The structure allows for and supports creativity in identifying, addressing, and meeting customer needs while maintaining instructional integrity.  I hope to see this model referenced in our graduate ISD programs!”

Jennefer Bowman, Raytheon Training Company says, “The PACT Process is a very comprehensive training and development methodology.  At times it’s easy to get lost in all the details, but I’ve been very pleased with the end results.”

Barb Koch, Raytheon Training Company says, “It’s a VERY rigorous process that gathers great data and (perhaps best of all) is defensible from a business perspective.”

John Stolter, Performance Innovations, Inc. says, “CADDI’s PACT Processes embody the fundamental principles of instructional technology. More importantly, the processes have a built-in project management scheme that makes it easy to use and easy to track and communicate progress. Finally, the processes also enable the customer to make key business decisions along the way, never assuming that training is the only answer. In short, the PACT Processes are ISD, project management, and ROI business decision-making all rolled into one rich, easy-to-use process.”

Dennis Smith, Siemens Building Technologies says, “At a time when everyone is ‘chunking’ content, the PACT Process clarifies the relationship between chunks of content as well as specifying the chunk itself. The value of the PACT Processes is that we get an integrated architecture that enables us to select and prioritize learning solution development for both the short and long term. In a business that needs to address market/product change, with PACT and organization knows what to keep, what to change, and what to build.”

Christie Westall, Hewlett Packard says, “We’ve been able to reuse the same basic course design for new functional areas. With the structure we’ve created, people without instructional design experience—process owners—can often edit the basic content within the curriculum training materials without having to do a redesign of the course or curriculum. It saves time and money, produces a better product, and raises their comfort level.”

Mark Bade, Bade & Associates says, “What was significant for me as a developer was having the project’s decision-makers involved up-front.  That helped set direction early and minimized revisions later in the project.  As a result, I found myself without much to do during the revision phase.”

Steve Muller, SMA Consulting says, “The AT&T Call Center project reminded me of the city and state maps on the Internet.  In the design and development we were working at a ‘street level’ with lots of and precise content.  But the beauty of the PACT is that we could literally ‘zoom out’ to a picture view of the entire project.  This let us make critical decisions about to design the learning and to ensure that they included the right content that linked to what people actually needed to do on the job.

The design and development phase of the AT&T Call Center project was anchored in an upfront analysis that involved achieving a consensus on the content by subject matter experts and master performers.  As a result, we were able to complete the development and evaluation phases with almost no rework.

I was continually amazed at how subject matter experts were able to sort course content.  Because they became adept at filtering the ‘nice to know’ from the ‘need to know, we were able to optimize the design and development phase and reduce the time new learners spend in training.”

PACT Practitioners and Clients at General Motors

Additional photos from various Skills Development Workshops delivered at GM University to be added later.

Here is a page from a past newsletter on those development sessions.

GMU clients Ric Byham and Cathy Martin visit with Guy to finalize GMU’s adaptations of the PACT Processes for the MC/MI Processes.

See this 12 minute Video that GM put together in 1997 – and shared with me for my marketing purposes – on my PACT Processes for CAD and MCD being implemented at General Motors – 1996-2000 – as The  MC/MI Processes – for Modular Curriculum/Modular Instruction – here.

***

PACT Practitioners and Clients at ISPI 1998 Sharing Their Efforts and Resultswith The PACT Processes

At ISPI in 1998..my Clients Help Out in this unusual session! I tee’d it up – the session – and then turned it over to my Clients who held Cracker Barrel type tables on the projects we had done together – with special emphasis on the post-Project Activities and Results. It got rave reviews – although was a little controversial with some of my peers at ISPI.

Below: Louise Leon and Ellen Foster of Imperial Oil of Canada…

John Swinney from Bandag and the Management Curriculum Architecture Design effort…

Gretcha Flinn and Marlene Fredrick from Eli Lilly…

Gina Graf from Eli Lilly…

Christie Westall and Linell Jones from HP…

These Clients – all PACT Practitioners trained by Guy W. Wallace – some from back in the mid-1980s – were gracious enough to be in my session at ISPI in 1998, and co-presented on the efforts we conducted with them – and on their adaptations of my methods for efforts that they then conducted on their own.

They were from

Amoco, Bandag, Eli Lilly, Hewlett Packard (HP), and Imperial Oil (of Canada).

All of them were Guy’s clients at CADDI, and before that, at SWI.

Guy on Video at Eli Lilly on “Curriculum Architecture Design” in 1995

2 Hours and 3 Minutes –

The content is still current today in 2011, even if I am using Overhead Transparencies and Projector in this 1995 video – it was 1995 after all – this was an expanded version of my ISPI Conference presentation from earlier that year.

***

Staff Development at Wachovia

The Team going through the CAD – Curriculum Architecture Design initial training session in late 2008.

Instructional Activity Spec

Event Map of Lessons

Knowledge/Skill Matrices

Performance Model Chart

Another example: Performance Model Chart

Post Design Team Meeting simulation – simulating with high fidelity that there’s more work before and after each Team Meeting.

A Path – a suggested sequence (typically but not always) of performance-based instruction and information to create the awareness/ knowledge/ skills needed to be Performance Competent.

An K/S Slip Sheet for use in the 7 Step Design Team Meeting Process.

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