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Certified Performance Technologist (CPT):Setting the Standard

Put facilitator’s name herePut ISPI contact info here

Judy@ispi.org

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Objectives1.What is Certification?

2.Why Certification?

3.What is the CPT

4.What’s in it for me?

5.How do I do it?

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A Profession

• According to SHRM and the Department of Labor, a profession has an organization that:

– Speaks as a unified voice for its members

– Fosters the development of the field.

– Conducts applied research.

– Has a code of ethics that identifies standards of behavior relating to fairness, justice, truthfulness, and social responsibility.

– Has a defined body of knowledge.

– Offers a credential.

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What is Certification

• An attestation of having:

– Met a standard

– Agreed to a code of ethics

– Demonstrated mastery

– Committed to recertification

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Certification v Certificate

Certification1. Purpose is assessment

2. Assessed against pre-determined standards

3. Assessment is independent of course of study

4. Scope defined by a JTA/CA

5. Time limited

6. Autonomous Governing Body

7. Measures enhanced competency through recertification

8. Bestows a credential or mark

Certificate1. Purpose is learning & development

2. Assessed against learning objectives

3. Assessment is based on a course of study

4. Scope unique to curricula

5. One time

6. Oversight not required

7. May not require additional assessment based on changes to content

8. No mark is given

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Our Work & Work Environment**Art Isaacs

Products & systems

Workers & contractors

Government supplier customer

Quality approach

Increasing Complexity

Increasing Quality

Increasing Interface

Increasing Diversity

Simple Stand alone

Systems New Materials Miniaturization Computerization

Directive Collaborative

Skilled Unskilled Technical Specialization

Mixed skills Multi skilled

1930

Craftsman

1940-1950

Inspection

1960

Quality control

1970-1980

Quality assurance

1990-200+

Total quality

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Solution Choices

Retool

Invest to build:

• People’s capability • Technology capability

Outsource

Use external resources

to:• Reduce FTE’s or avoid

adding FTE’s• Buy expertise• Buy or lease technology

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Economic Drivers for a Credential for Training & Performance

• Amount of money

• Increasing numbers of providers

• Influx of venture capital

• New products

• New jobs = new skills

• Technology advancements

• Increasing regulation

• Dispersed workforce

• FTE’s & overhead

• Avoid long term financial obligations

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Other Performance Drivers

• Increasing cost of training

– 30 – 60B depending on who you ask

• Inability to link training to business results

– Typically measure reaction, learning (test scores)

– Being pushed to measure adoption of behaviors on the job & the business impact

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Market Effect

• Certifications

– ISPI – CPT

– CSTD – CPLD

– CSTD - CTP

– ASTD – CPLP

– SHRM –SPHR

– PMI – CPM

– ICF - PCC

• Certificates

– VNU

– ASTD

– ISPI

– Vendors

• Clark

• Sink

– Corporations

• Microsoft

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What it is the CPT?

• A credential offered by ISPI that recognizes people who have consistently demonstrated proficiency in human performance technology:

– The application of systematic process that helps people in organizations do important worthy work effectively, efficiency, and ethically

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What it isn’t!

• A certificate of completion of a training or education program.

• ISPI does give certificates for completing their Institutes, however they are not required to achieve the certification.

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Who is it for?

Experienced professionals engaged in:

• performance improvement,

• training and development,

• organizational development,

• human resource development, and

• other related fields.

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What’s Required?

• Three years of experience in performance improvement efforts.

• Demonstrated proficiency in the 10 Standards of Performance Technology:

– Proficiency in all ten Standards three times

– Using a minimum of 3 projects and a maximum of 7.

• Commitment to a code of ethics.

• Commitment to recertification every three years.

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What Sets it Apart?

• Both proficiency & competency based

• Standards developed by customers & consumers of our services

• Valued by employers

• Being adopted internationally

– 24 countries

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A Little History

• CPT launched in April of 2002

• Today about 1000 CPT’s

• In 24 countries

• 21 were chartered CPT’s –

– received the designation because of their proven work through awards and contributions to the field

• Have 123 candidates in process

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How it got started

Members and Industry asked for:

Standards with which to select and develop

performance improvement professionals and for a

designation that identifies those who have been

successful in producing measurable results.

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Why ISPI?

ISPI’s mission is to:

• develop and recognize the proficiency of its members and

• advocate the use of human performance technology

• The certification is one way we recognize proficiency

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Who Developed the Standards?Who Developed the Standards?

A team of over 30 Performance Improvement

Experts known as the “Kitchen Cabinet”: • Managers of Performance & Learning• Consulting Firms• Independent and Internal Practitioners• Academics

• With the Leadership of Dr. Judith Hale

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How were the standards How were the standards validated?validated?

• Literature reviews by graduate students at Indiana University:– Mark Lauer & Erika Gilmore [did content analysis]– Under the guidance of James Pershing

• Review by independent experts.

• Available for public review and comment on ISPI’s and ASTD’s websites.

• Re-validated by the 2008 Practice Analysis.

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What’s in it for organizations?

Standards for selection and development

A Code of Ethics to guide behavior and decisions

Criteria for contracting for products and services

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Quote

“… the certification is an indication for me to show others that people in our profession aspire to high standards… it is in (Texas Instrument’s) best interest to keep the highest level of professional development, and certification is one sure way to indicate this excellence.”

Debbie Simpson, CPTTraining Manager, Texas Instrument

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Growing Participation

Industry sector groups:• Education• Defense• Law enforcement• Financial services• Pharmaceuticals• Retail• Energy• Environment• Restaurant/food service• Emergency Management• Professional services

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Wide Support

• USCG• Busch Gardens• Walgreens• Defense Intelligence Agency• Home Depot• Lowes• Office Max• Automobile Assn of Michigan• Oracle• HP• Apple• Ceridian• Lilly

• Red cross• Florida Power & LIght• Pacific Gas & Electric• First Energy Corp• Maritz• Raytheon• Lifespan• Cable one• Wells Fargo• Kepner-Tregoe• PNC• Citigroup

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What’s in it for you?

Stay competitive.

Be recognized for your work.

Distinguish yourself to potential employers and clients.

Join others throughout the world who have received the CPT designation.

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Quote

“When clients ask about the CPT designation, I have an opportunity to explain my systematic approach to solving their performance problems. I find this distinction sets me apart from other organizational consultants.”

Jeanne Strayer, CPTPerformance Solutions Group

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Standards

• Four principles that guide our overall activities

• Six phases that help us be systematic when we:

– Identify needs & performance gaps

– Design & develop solutions

– Implement solutions

– Prove the value gained

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Principles

1. Focus on Outcomes/Results– (start with the end in mind)

2. Think systemically

– (consider the context or constraints within which work must occur)

3. Add value

– (focus on the goal)

4. Establish partnerships– (work collaboratively)

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Systematic Approach

5. Performance Analysis –

• Identify the Need & Gap6. Cause Analysis –

• Identify barriers and factors preventing performance or thwarting the opportunity

7. Design –

• Identify the elements of the solution from creation to implementation8. Development –

• build & test the elements 9. Implementation

• Roll out the solution and take actions to sustain new behaviors10. Evaluation –

• Measure to find out if the need was met

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Who are the reviewers?

Professionals who:

• Have received the CPT designation

• Are trained in the review process

• Note: a double-blind review process

– Reviewers do not know you

– Reviewers do not know each other

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Re-certification Requirements

• Continued practice and proficiency– Done through self-attestation.

• 40 re-certification points every three years– Attend conferences, institutes, for-credit courses, non-credit

courses, training related to one or more of the Standards– Up to 15 hours from teaching, research, publishing and/or

volunteering within a professional group.

• Recommit to the Code of Ethics

• Pay a recertification fee

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How is the credential managed?

• Certification Governance Committee: – Seven member committee– Three year revolving terms– Mixed representation of employer, government,

practitioners, academics – Chair appointed by the ISPI Board of Directors

• ISPI Director of Certification

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SummaryREQUIREMENTS CERTIFICATION RE-CERTIFICATION

1. Minimum Years of Experience

3 years Not applicable

2. Accept the Code of Ethics

Yes Yes

3. Continuing Education and Professional Development

No Yes

4. Documentation Document experience and work done on

multiple projects, and how the work meets

the Standards

List your continued professional development, contributions to the field

and volunteer work

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SummaryREQUIREMENTS CERTIFICATION RE-CERTIFICATION

5. Attestation by Client or Supervisor

Attest that the projects were

satisfactorily done by you and the

documentation is accurate

Self-attest to your continued work in the

field and adherence to the Code of Ethics

6. Review To ensure that each Standard was met

three times

To ensure completeness and factual accuracy

7. Pay a fee ISPI, or other affiliated organization member rate: Non-member rate:

   

$995$1195

   

$175$250

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Summary

1. Study the standards.

2. Determine your readiness with the self-assessment form.

3. Identify those areas you need to develop.

4. Identify developmental resources.

5. Commit to the Code of Ethics.

6. Identify clients and projects to submit.

7. Prepare the clients.

8. Describe your work.

9. Submit your descriptions to the clients for attestation.

10.Submit your application & fee.