eppic inc.sm (iad) he has designed and developed more than two dozen performance-based simulation...

EPPIC Inc.Achieve Peak Performance

EPPIC Inc.EPPIC Inc.Achieve Peak Performance

www.eppic.biz

to protect and improve the enterprise

performance-basedCurriculum Architecture Design

- CAD -July 31-August 1, 2003

Prepared for: Norfolk Naval Shipyard

Prepared by: Guy W. Wallace, CPT

Performance-based Curriculum Architecture DesignGuy W. Wallace, CPT – EPPIC Inc. ©2003 EPPIC, Inc.



Session Objectives & Agenda

ObjectivesAt the conclusion of this session you should be able to…

Describe the 4 phases of the CAD methodology

Describe the key outputs and their utilities of each of the 4 phases

Assess the current project’s strengths and weaknesses in comparison

Agenda

1. Session Overview & Introductions

2. Overview & Orientation to CAD

3. Phase 1

4. Phase 2

5. Phase 3

6. Phase 4

7. Summary, Assessment & Session Evaluation




PACT Processes for T&Dand learning/knowledge management

erformance-basedcceleratedustomer-/Stakeholder-drivenraining & DevelopmentSM

PACT

©2002 EPPIC, Inc.

Curriculum Architecture Design and PACT Process are service marks of EPPIC, Inc.

CAD is a systems engineering/architectureISD design process for the T&D/learning/Knowledge Management product line




Purpose of a CAD Project/Process

Align Project Planning to critical needs of the enterprise

Conduct an Analysis of ideal performance and the enabling competencies/knowledge/skills requirements, and assess current gaps for ROI potential

Design a comprehensive, performance-based, Curriculum Architecture DesignSM (CAD), utilizing all existing performance-enabling T&D as appropriate

Prioritize CAD gaps and estimate the costs to develop/acquire the CAD content for

ROI, as input to Implementation Planning the content development efforts in the next stage

. . . using EPPIC’s gated PACTSM Process for CAD

ImplementationPlanning

Project Planning & Kick-off

Analysis Design

CAD Phase 1

©2002 EPPIC, Inc.

CAD Phase 2 CAD Phase 3 CAD Phase 4




Potential CAD Deployment Platforms

T&D Modules or Events may be delivered via the following delivery/deployment platforms, or in a blended combination:*- GP: Instructor-led-- classroom- GP: Instructor-led-- web/Intranet/Internet

- SP: readings-- paper- SP: readings-- web/Intranet/Internet- SP: readings-- audio- SP: readings-- video

- C: coached-- task assignments- C: coached-- project assignments- C: coached-- job assignments

* Feasibility depends on the availability of delivery hardware, software, and other infrastructure as well as the effectiveness of instruction and cost implications

GP = Group-paced instructionSP = Self-paced instructionC = Coached/On the job (structured or unstructured OJT)




CAD Concepts

• A T&D Path provides a visual menu of T&D in a suggested sequence of T&D Events (products)

• The Individual T&D Planning Guidefacilitates planning T&D consistent with the needs of the business and the individual by downselecting T&D from the suggested sequence and planning its timing

• A T&D Event is the standard T&D deliverable/product and is composed of T&D Modules (product subassemblies)

• A T&D Module is content clustered according to the design rules and guidelines that may exist within multiple T&D Events (is shareable or unique), and is organized into a T&D Module Inventory Framework

©2002 EPPIC, Inc.

T&D PathTMC Store ManagerTMC

Phase 1 Phase 2 Phase 3

Event Spec

T&D Events and/ or Modules should be implemented on a priority/ ROI basis

Module Spec




CADs leads to Multiple MCD Projects

One CAD Project

Leads to Many MCD/IAD Projects



Analysis Design

CAD Phase 1

©2002 EPPIC, Inc.


Analysis DesignProject

Planning & Kick-off

MCD Phase 1 MCD Phase 2 MCD Phase 3

Revision & Release

MCD Phase 6

Development/Acquisition Pilot Test

MCD Phase 4 MCD Phase 5

©2002 EPPIC, Inc.

Systems engineering of the instructional system…

…followed by multiple, parallel or staggered new product development/acquisition efforts




Facilitator Introduction

Guy W. Wallace, CPTKey Areas of ExpertisePerformance Modeling (PM)

Since 1979, Guy has conducted more than 175 group process Performance Modeling sessions.Curriculum Architecture DesignSM (CAD)

He has conducted 72 performance-based CAD projects since 1982.Modular Curriculum DevelopmentSM (MCD)

Guy has conducted more than 50 performance-based MCD projects since 1982.Instructional Activity DevelopmentSM (IAD)

He has designed and developed more than two dozen performance-based simulation exercises for performances covering labor relations, high-tech product management, sales, ISD, plus many others.ISD Project Planning and Management

Guy is the lead author of the lean-ISD methodologies of the PACTSM

Processes for T&D.Group/Team Process and Facilitation

Guy has facilitated more than 300 group meetings to accomplish both human performance and business process improvement goals.

Guy has been in the T&D field since 1979 and an ISD/HPT consultant since 1982. His clients include 29 of the current Fortune 500.

He is the author of three books, more than 50 articles, and has presented more than 50 times at international conferences and local chapters.

He is currently the president of ISPI.His biography is listed in Who’s Who in America.Guy is a Certified Performance Technologist.




Guy W. Wallace’s

CAD Experience…since 1982

72 CAD Projects to-date: Including 21 Management CADS

• Verizon - Call Center Management 2002• General Motors – Metal Fabrication

Management 1998• Eli Lilly – District Sales Managers 1999• BankAmerica – Branch Management and

Staff 1997• Eli Lilly – Leadership & Management 1997• General Motors – Tool & Die Supervisors

1997• Bandag - Dealer Operations

Management 1996• AT&T Network Systems – Contract

Management 1994• Spartan Stores – HQ Management & Staff

1993• Abbott Laboratories –

Product/Sales/Marketing Management1993

• Commerce Clearing House – Sales & Sales Management 1993

• AT&T Network Systems – Product Management update 1992

• Detroit Ball Bearing – Field Sales Managers1992

• Digital Equipment Company – Program Management 1991

• NCR – Supply Line Management 1990• Ameritech – 2nd Level Management 1989• AT&T Microelectronics – Product

Management 1988• NASA – Middle Management 1987• AT&T Network Systems – Product

Management 1986• Illinois Bell – 2nd Level Managers 1996• ALCOA Labs – Management & Staff 1984

Project specifics available at www.eppic.biz




Curriculum Architecture Design

lean-ISD was a 2002 recipient of an Award of Excellence for Instructional Communicationsfrom the International Society for Performance Improvement

CAD as both a product and as a process is detailed in Guy’s award winning book:

“lean-ISD”

lean-ISD also covers the 4 other methodology-sets of the PACT Processes for T&D




Session Participant Introduction

Names

Titles/Responsibilities

Stakes in the Ongoing Curriculum Project

Questions/Comments/Concerns

Plus any . . .




T&D Event

T&D EventT&D Event

T&D EventT&D Event

T&D Module

CAD products for the Customer

CADProduces a Path of instruction, targeted at specific job performance. The Path is comprised on Events, which are comprised of Modules

T&D Events in various media supporting: Group-paced classrooms and labs, self-paced readings or interactive-media, Coached Structured On-the-Job-Training, and Developmental Assignments

T&D Modules are either “Enabling K/S” or “Output/Task Performance”and contain“instructional activity objects” that are either “info-demo-application” and “awareness-knowledge-skill”

T&D PathT&D Path

TMC Store ManagerTMC

Phase 1 Phase 2 Phase 3




CAD products for the Supplier

Event Specs & Maps in an MCD effort for all content gaps

Module Specs & Maps in an MCD effort for all content gaps

Existing T&D Assessments

Tier 1- Orientations

Tier 2- Task Overview

Tier 3- Enabling A/K/S

Tier 4- How-to: for Multiple Target Audiences

Tier 5- How-to: for Single Target Audiences

5 Tier T&D Module Inventory

T&D Event

T&D EventT&D Event

T&D EventT&D Event

T&D Module

ETAETA

ETAETA

ETA

T&D EventT&D Event

T&D Event

Think SKUs and subassemblies and raw goods in a warehouse




Key CAD Outputs by PhaseAnalysis Phase

Implementation Phase

Kick-off Phase

Performance Model Job: A

Performance Model Job: B

Performance Model Job: C

Performance Model Job: D

Target Audience

Data Job: A

Target Audience

Data Job: B

Target Audience

Data Job: C

Target Audience

Data Job: D

Knowledge/ Skill Matrix

Existing T&D

Assess-ments

T&DModule Specs

T&D ModuleInventory Framework

T&DEvent Specs

T&D Path for a Job/Job Family

Individual T&D Planning Guide

Design Phase

©2002 EPPIC, Inc.

Gap Priorities

Project Plan

Think of this as “benchmarking” and “reverse engineering” your existing Master Performers




5 CAD Project Teams

Project Steering Team Select candidate members for the Analysis, Design, and

Implementation Planning Teams Review/critique the CAD Analysis Report Review/critique the CAD Design Document Review/critique the Implementation Planning Report

Analysis Team(s) Provide input in the analysis meeting regarding performance

requirements and knowledge/skill requirements Provide input regarding the typical performance gaps and possible

causes of incumbent performers

Project Steering

TeamDesignTeam

AnalysisTeam

Implementation Planning Team

Project ISD Team




5 CAD Project Teams -continued

Design Team Influence the design of the T&D Path(s) structure and the T&D

Module and Event Specifications Defines the typical T&D Paths for the TARGET AUDIENCE

Implementation Planning Team Prioritize the gap T&D Modules and Events Establish the development costs for the gap T&D Modules and

Events

Project ISD Team Conduct the actual work of the project Composed of client ISD staff and the consultants from EPPIC, Inc.

Project Steering

TeamDesignTeam

AnalysisTeam

Implementation Planning Team

Project ISD Team




CAD – Phase 1

Description – Project stakeholder are identified and recruited onto the Project Steering Team, project goals and priorities are set, direction is provided to the ISD Work Team, all resources are determined. Note: All potential issues and/or stakeholder requirements should be uncovered and

planned for during this phase to ensure the success of downstream phases

Activities/Tasks – Project Steering Team gate review meeting is held to review the proposed project and obtain commitment

Key Outputs – Project Plan & Schedule/Proposal Phase 1 Project Steering Team Gate Review Kick-off Presentation PST Decisions:

- Kill Project –or– Modify Project –or– Defer Project –or– Sanction Project- Analysis Team members

ImplementationPlanningAnalysis Design


CAD Phase 1

©2002 EPPIC, Inc.





CAD – Phase 2

Description – Establishes a common view of the personnel, performance requirements and gaps, knowledge/skill requirements, and appropriateness and completeness of any existing training; this common view will form the basis for the training design efforts

Key Activities/Tasks – A 2-4 day analysis meeting with the Master Performers of the target population is conducted to identify the ideal performance and current performance gaps, and then the enabling knowledge/skill requirements; a subsequent assessment of Existing T&D is conducted and then a Project Steering Team gate review meeting is held to review all the data

Key Outputs –

Phase 2 Analysis Team Kick-off Presentation Analysis Report (of 1-Target Audience Data, 2-Performance Model, 3-Knowledge/Skill

Matrix, 4-Existing T&D Assessment) Phase 2 Project Steering Team Gate Review Review Presentation PST Decision: Kill Project –or– Modify Project –or– Defer Project –or– Sanction Project Continuation



Analysis Design

CAD Phase 1

©2002 EPPIC, Inc.





Analysis Efforts

©2002 EPPIC, Inc.

The majority of the Analysis data is gathered via facilitating Master Performers- The Performance Model and K/S Matrices -

TMC - The Most Convenient StoresStore ManagementPerformance Model

Area of Performance:

• Key Outputs- Measures Key Tasks

Probable GapCause(s)

dEdKdI

Roles/Responsibilities1 2 3 4

dE = deficiency - EnvironmentdK = deficiency - Knowledge/skilldI = deficiency - Individual attribute/

value

Role: 1 =2 =3 =4 =

TypicalPerformance Gaps

Form Design ©2002 EPPIC, Inc. 12/02 Page 1

A. Staff Recruiting, Selection, and Training

1 = District Manager2 = Store Manager3 = Assistant Manager4 = Clerk

• New staff hired- Timely- Qualified

•Identify need for additional staff and complete internal paperwork

•Create and place local ads

•Select candidates for interviewing

•Interview and select candidates for offer

•Make hiring offer(s)

•Complete paperwork to fill the position

•Too few candidates

•Poor choice

•Poor recruiting

•Local economy

•Neglect to check references

•References do not provide key information

dK

dE

dK

dE




Analysis & Design Team Members

*The project can also be accomplished via individualanalysis interviews and document reviews, but at

increased costs and cycle times

All PACT Processes are best accomplished via participative, facilitated team analysisand team design methodologies* using the situationally appropriate mix of . . . Subject matter experts (SMEs) Master performers (MPs) Novice performers (NPs) (6–12 months job

experience) Management and supervisory personnel (M&Ss)

. . . to analyze the work performance requirements and knowledge/skill requirements, specify CAD design criteria, and spec out the T&D Modules, T&D Events, and KMS products

PACTProcesses




Target Audience Data

The first of four key Analysis Phase outputs:

Data regarding the…

Primary&

SecondaryTarget Audiences

Back

©2002 EPPIC, Inc.

Geographic Distribution

Location Site/Site Type

Approximate Number of Target AudienceMembers per Segment (from front)

Notes Regarding: Deployment Platform Capability/Limitations

Other Considerations

1 2 3 4 5 6 7

Target Audience DataTMC Target Audience Data

Form ©2002 EPPIC, Inc. REPRODUCTION WITHOUT WRITTEN AUTHORIZATION IS STRICTLY PROHIBITED v.1 4/99 Page 2

Front

©2002 EPPIC, Inc.

Audience Organization

Job Title(s)

# NAMESegments

% perage group

18-25 26-35 36-45 46-55 56-65+

Segmentation by: Geography Product Market Specialty Other:

Target Audience Data

Total Size ApproximatePopulation Turnover Rate

(Per Year)

Typical Profile Educational Background

Previous Experience

Average Tenure in Job

Segments 1 2 3 4 5 6 7

Typical Next Job

Primary Secondary Tertiary

TMC Target Audience Data

Form ©2002 EPPIC, Inc.REPRODUCTION WITHOUT WRITTEN AUTHORIZATION IS STRICTLY PROHIBITED v.1 12/02 Page 1




Enterprise Process Performance is enabled by Human & Environmental Assets

There are two major categories of human asset enablers Human Assets Environmental AssetsThe asset enablers are systematically derived from the Performance Model

Note: CAD focuses on K/S but can address all other variables as well

© 2002 EPPIC, Inc.

<=

Process Map

Performance Model

Human Asset Requirements

Environmental Asset Requirements




Performance Model

Roles/ResponsibilitiesClarifies who is typically responsible for performing the tasks

Key TasksDescribes the key activities needed to produce the outputs

DeficiencydE=EnvironmentdK=Knowledge/skilldI=Individual

attribute/valueKey Outputs and Metrics or MeasuresDescribes what is produced from doing the job tasks and identifies key performance measures of each output

Typical Performance GapsIdentifies any typical ways the output or task does not meet performance standards

Probable Gap Cause(s)Identifies most likely causes for each typical performance issue/ deficiency

©2002 EPPIC, Inc.

TMC - The Most Convenient StoresStore ManagementPerformance Model

Area of Performance:

• Key Outputs- Measures Key Tasks

Probable GapCause(s)

dEdKdI

Roles/Responsibilities1 2 3 4

dE = deficiency - EnvironmentdK = deficiency - Knowledge/skilldI = deficiency - Individual attribute/

value

Role: 1 =2 =3 =4 =

TypicalPerformance Gaps


A. Staff Recruiting, Selection, and Training

1 = District Manager2 = Store Manager3 = Assistant Manager4 = Clerk

• New staff hired- Timely- Qualified

•Identify need for additional staff and complete internal paperwork

•Create and place local ads

•Select candidates for interviewing

•Interview and select candidates for offer

•Make hiring offer(s)

•Complete paperwork to fill the position

•Too few candidates

•Poor choice

•Poor recruiting

•Local economy

•Neglect to check references

•References do not provide key information

dK

dE

dK

dE

The ideal, and a gap analysis, of Mastery Performance requirements




Systematically derive the enabling K/S from the Performance Model

K/S Category: 4K/S Item Link to AoP Crit Diff Vol Dep




AoP 6AoP 5

AoP 4AoP 3

AoP 2AoP 1

AoPs1 2 3 4

5 6 7

Performance Model

Knowledge/Skill Matrices

Step 1: Identify and link to AoP Step 2: Remaining columns

(Criticality, Difficulty, Volatility, Depth)

©2002 EPPIC, Inc.





K/S ItemIdentifies the discrete knowledge or skill item

CriticalityRanks the relationship between having the knowledge or skill and performance mastery

VolatilityRanks how often and significantly the knowledge or skill will change

DifficultyRanks how difficult the item is to learn

Select/TrainDenotes whether the item is a selection criteria/ condition or needs to be covered in training & development

DepthThe level to which any training & development needs to go

©2002 EPPIC, Inc.

AoP LinkIdentifies the segment of the job/function where the knowledge or skill enables performance

TMC - The Most Convenient StoresStore Manager

Knowledge/Skill Matrix


Codes: Link to Area of PerformanceA =Staff Recruiting, Selection,

and TrainingB = Work SchedulingC =Progressive DisciplineD =Store Operations

Link to Area of Performance DepthA/K/S

Knowledge/Skill Category: 1. Company Policies/Procedures

K/S Item A B C D E F GSelect/Train S/T

CriticalityH/M/L

VolatilityH/M/L

DifficultyH/M/L

Criticality/Difficulty/VolatilityH = HighM = MediumL = Low

Depth of CoverageA = AwarenessK = KnowledgeS = Skill

E = Customer ServiceF = Inventory ManagementG =Payroll, Banking, and

Financial Management

•EEO

•Affirmative action•Vacation and day-off

policy•Discipline policy

•Suspension procedure

•Store hours policy•Credit card sales

procedure•New hire orientation

procedure

X

X

X

X

X

X

X X X

X

X

X X X X

X X

X

T

T

T

T

T

T

T

T

H

H

H

H

H

H

H

L

M

M

M

H

L

L

L

L

L

L

L

L

L

L

L

L

K

K

K

K

K

K

K

K

The enabling K/S Competencies required for Mastery Performance




K/S Categories*The Enabling Knowledge/Skill Competencies


Category: Records/ReportsCategory: Tools/Equipment

Category: XYZCategory: TMC

• Typical categories – these vary from project to project

** Already documented in the Performance Model

0. Performance Requirements**1. Company Policies/Procedures/

Practices/Guidelines2. Laws, Regulations, Codes, Agreements,

and Contracts3. Industry Standards4. Internal Organizations and Resources5. External Organizations and Resources6. Marketplace Knowledge7. Product/Service Knowledge8. Process Knowledge9. Records, Reports, Documents, and Forms

10. Materials and Supplies11. Tools/Equipment/Machinery12. Computer Systems/Software/Hardware13. Personal/Interpersonal14. Management/Supervisory15. Business Knowledge and Skills16. Professional/Technical17. Functional Specific

©2002 EPPIC, Inc.




Existing T&D Assessments for potential Use/Modification

Primary Delivery MethodPrimary methods/media used in the training

Special Requirements for DeliveryIdentifies anything about the training that limits its capacity, delivery, location, etc.

ProviderResource responsible for delivery (may be internal or external)

Related Process(es), Areas of Performance, or TasksIdentify job performances addressed by the training (see the Performance Model)

Course Owner/ContactInternal resource for registration and/or information

Enabling Knowledge/Skill ItemsIdentifies supporting knowledge/skill items addressed by the training (see the Knowledge/Skill Matrix)

Use as SourceIndicates initial decision regarding use of this training in the Development/Acquisition Phase

©2002 EPPIC, Inc.

TMC Stores

Number: Title: Provider:Course Description

Primary Delivery Method:

GP – Group-paced Classroom Lab

1-1 – One-on-one S-OJT (training) U-OJT

SP – Self-paced Readings/Exercises Web Site Pages CBT VideotapeOther

Special Requirements for Delivery

Equipment Facility Instructor License Requirement Other

Yes No

Course Fit AssessmentRelated Process(es ), Area(s) of Performance, orTasks

Include as Is Use as Source:

Materials Attached (e.g., course description)

Do not use

Continued on Side Two

Notes:

Enabling Knowledge/Skill Items:

Class Size:

> 20 10 – 20 < 10 Other

Depth/Level:

Awareness Knowledge Skill (EDP No.______) Current Target Audience:

All engineers Other Other

Course Owner/Contact:

Copyright Owner:

Licensing Agreement:

Phone:

Length:

Hrs. Pgs

Schedule/Frequency:

Existing T&DAssessment

Form ©2002 EPPIC, Inc.REPRODUCTION WITHOUT WRITTEN AUTHORIZATION IS STRICTLY PROHIBITE v.1 12/02 Page 1

TMC Stores

Number: Title: Provider:Course Description

Primary Delivery Method:

GP – Group-paced Classroom Lab

1-1 – One-on-one S-OJT (training) U-OJT

SP – Self-paced Readings/Exercises Web Site Pages CBT VideotapeOther

Special Requirements for Delivery

Equipment Facility Instructor License Requirement Other

Yes No

Course Fit AssessmentRelated Process(es ), Area(s) of Performance, orTasks

Include as Is Use as Source:

Materials Attached (e.g., course description)

Do not use

Continued on Side Two

Notes:

Enabling Knowledge/Skill Items:

Class Size:

> 20 10 – 20 < 10 Other

Depth/Level:

Awareness Knowledge Skill (EDP No.______) Current Target Audience:

All engineers Other Other

Course Owner/Contact:

Copyright Owner:

Licensing Agreement:

Phone:

Length:

Hrs. Pgs

Schedule/Frequency:

Existing T&DAssessment

REPRODUCTION WITHOUT WRITTEN AUTHORIZATION IS STRICTLY PROHIBITE D Page 1

Interviewing Skills10342

Salvages prior investments in T&D




Phase 2 Gate Review Meeting

In this Gate Review Meeting the Project Steering Team (PST) will:

Review the Target Audience Data

Review the Performance Model

Scan the K/S Listings (per Category)

Review the Existing T&D Assessments




CAD – Phase 3

Description – The Design Team is facilitated through a systematic design process to produce high-level design specifications for the curriculum

Key Activities/Tasks – A Design Team composed of up to seven members from the Analysis Team meet to define the design outputs; subsequently, a Project Steering Team gate review meeting is held

Key Outputs –A CAD Design Document including high-level design specifications forT&D Path(s) T&D Module SpecificationsT&D Event SpecificationsT&D Module Inventory FrameworkIndividual T&D Planning Guide(s)



Analysis Design

CAD Phase 1

©2002 EPPIC, Inc.





Design Efforts

2

Beginning Middle End

Accumulate K/Ss into K/S Modules,

then cluster Modules into Events, and then finalize The

Events sequence on the T&D Path

Training Design Arena for the T&D Path

“Place”“Use as is &

Modify” relative to

the PM-derived Modules

they enable

Performance Model derived Items

Existing T&D

Events/ Modules

1 3 4

PerformanceModel

ModuleModule

K/SM Data

Place Enabling

K/S

©2002 EPPIC, Inc.

Existing T&D

Events/ Modules

ETAs

“Place” All Performance Model-derived Modules on the Path in the B-M-E

PM Data

Specs & Path

With a sub-set of the Analysis Team…the Design Team




Module Spec

Availability Status= Fully available= Some source material is

available or one of several existing courses needs to be selected

= Needs to be developed

Module #Modules are in numeric order

T&D PathsIdentifies the roles/paths that this module includes

Deployment Platform(s)S-OJT(A) — Structured, on-the-job trainingS-OJT(B)— Structured, on-the-job training with certified coachGP Instructor-led— Self-explanatoryGP-L Instructor-led lab — Same as above but requires special equipmentSP Readings — Self-explanatoryVideotape — Self-explanatoryAudiotape — Self-explanatorySatellite/Distance Learning — Self-explanatoryCBT — Computer-based trainingPerformance Aid — A paper or electronic guide or aid providing performance materials, decision support, etc.

©2002 EPPIC, Inc.

Front

Preliminary Content Listing (Not All-inclusive)

Continued on next page

Notes


T&D Paths

CAD Design by EPPIC • www.eppic.biz v.1 4/99 Page 1

T&D ModuleSpecification Sheet

TMC StoresTraining ResourcesCURRICULUM ARCHITECTURE DESIGN

Awareness Knowledge Skill

Module # Module Title AvailabilityStatus

Fully AvailablePartially AvailableNot Available

Learning Environment

Deployment Platform(s)

S-OJT* (A)- Coach

S-OJT* (B)- Certified Coach

GP Instructor-led GP-L Instructor-led Lab SP Readings

Predominant Delivery Strategy

Videotape Audiotape Satellite/Distance Learning CBT Performance Aid Other

Estimated Length( 25%)+

Hours 2 Pages Other

Volatility

High Medium Low

Implementation Priority

High Medium Lowof

Make/Buy

Make Buy–Use As Is Buy–Modify

Group-paced Self-paced Coached

Depth of Coverage

3-133-0101 TMC Inventory Control Systems User Skills

1.District Manager 2.Store Manager 3.Assistant

Manager4. Clerk

•Overview

•System components

•Menu structure

•User conventions (e.g., “function” keys)

•Sources for help

•Basic functions

-Receiving goods

-Adjusting for damage

Learning EnvironmentGroup-paced —Two or more

learners and a trainer

Self-paced — Individual learner

Coached — One-on-one instruction; learner and coach/trainer




5 Tier Module Inventory

Tier 1: Orientation Modules

Tier 2: Application/ Process Overview Modules

Tier 4:Shared Application/Process –”How-To” Modules

Tier 5:Unique Application/ Process –”How-To” Modules

Tier 3:Enabling K/S Modules

Company Policy/Procedures/ Practices/Guidelines

Laws, Regulations, Codes, Agreements, Contracts

Industry Standards

Internal Organizations and Resources

External Organizations and Resources

Marketplace Knowledge

Product/Service Knowledge

Process Knowledge

Records, Reports,Documents/Forms

Tools/Equipment/Machinery

Computer Systems/Software/Hardware

Personal/Interpersonal

Management/Supervisory

Business Knowledge and Skills

Professional/Technical

Functional Specific

Tier 3 is the same as the K/S categories




The 5 Tiers

Tier Title Definition1 Orientation

ModulesOrganizational orientation content for all target audiences. Content includes information about the organization, functions, departments, teams, and jobs.

2 Application/Process OverviewModules

Overviews (advanced organizers) of Tier 4 or 5 Modules. Provide the BIG PICTURE.

3 Enabling K/S Modules

Enabling knowledge and skills, applicable to multiple applications or business processes. Content is arranged into topical segments.




The 5 Tiers -continued

Tier Title Definition4 Shared

Application/ Process

Business application or process “how to” content that applies to more than one target audience segment. Supported by the tasks and outputs identified in the Performance Modeling tool.

5 UniqueApplication/Process

Business application or process “how to” content that applies to one specific target audience segment. Supported by the tasks and outputs identified in the Performance Modeling tool.




Event SpecFront

Availability Status = Fully available

= Some source material is available or one of several existing courses needs to be selected

= Needs to be developed

Learning EnvironmentGroup-paced — Two or more

learners and a trainer

Self-paced — Individual learner

Coached — One-on-one instruction; learner and coach/trainer

Module #Modules are in numeric order

Deployment Platform(s)S-OJT(A)—Structured, on-the-job trainingS-OJT(B)—Structured, on-the-job training with certified coachGP Instructor-led—Self-explanatoryGP-L Instructor-led lab—Same as above but requires special equipmentSP Readings—Self-explanatoryVideotape—Self-explanatoryAudiotape—Self-explanatorySatellite/Distance Learning—Self-explanatoryCBT—Computer-based trainingPerformance Aid—A paper or electronic guide or aid providing performance materials, decision support, etc.

©2002 EPPIC, Inc.

T&D PathsIdentifies the roles/paths that this module includes

Awareness Knowledge Skill

T&D EventSpecification Sheet

TMC StoresCURRICULUM ARCHITECTURE DESIGN

Event # Event Title AvailabilityStatus

Fully AvailablePartially AvailableNot Available

CAD Design by EPPIC • www.eppic.biz v.1 12/02


Notes


T&D Paths

Learning Environment

Deployment Platform(s) S-OJT* (A)

- Coach S-OJT* (B)

- Certified Coach GP Instructor-led GP-L Instructor-led Lab SP Readings

Predominant Delivery Strategy

Videotape Audiotape Satellite/Distance Learning CBT Performance Aid Other

Estimated Length( 25%)+

Hours 4 Pages Other

Volatility

High Medium Low

Implementation Priority

High Medium Lowof

Make/Buy

Make Buy–Use As Is Buy–Modify

This Event is Composed of the Following Modules (not sequenced)

Module # – Module Title Est . Length Availability

Group-paced Self-paced Coached

Page 1

Depth of Coverage

TMC Inventory Control Systems User Skills20

1. District Manager 2. Store Manager

3. Assistant Manager

4. Clerk

3-240-0550 Inventory Tracking Process Overview 2 hrs.

3-133-0101 TMC Inventory Control Systems User Skills 2 hrs.




T&D Path (or “menus” or “paths of sub-menus”)

A visual marketing poster of the available T&D organized in a logical sequence-either lock-step, or suggested sequences or totally open

Event TitleTraining Event Availability

= Fully Available = Partially Available, being

revised or under development = Unavailable

Code Key:

Delivery MethodGP = Group-pacedSP = Self-pacedC = Coached

Participation Requirement

M = Mandatory – by company policy and/or by governing regulation

HR = Highly recommended – represents a critical enabler for high performance and should be strongly considered if the individual does not possess this knowledge/skill set and has been assessed as required for current and future assignments

E = Elective – represents a required knowledge/skill enabler (and has been assessed as noncritical relative to all others)

Event Number

Delivery MethodLength

Availability Status

ParticipationRequirement

DeploymentPlatform

PretestAvailability

Prerequisites

New to theCompany

T&D Event04

TMC Orientation

S-OJT8 Hours

E

C

Pretest Not Available No Prerequisite Required

T&D Event29

Laws, Regulations, and CodesImpacting a TMC Store

S-OJT8 Hours

E

C


Immediate SurvivalSkills for the NewManager

T&D Event17

TMC Inventory Control SystemsUser Skills

Group-paced4 Hours

E

GP


ImmediateDevelopment for AllManagers

T&D Event14

Coaching for Long-termPerformance Improvement

Group-paced8 Hours

HP

GP


AdvancedDevelopment for AllManagers

T&D Event43

Store Layout and Design

Group-paced16 Hours

E

GP


T&D PathTMC Store Manager

TMCCurriculum Architecture Design

T&D Event02

TMC Management Processes

S-OJT8 Hours

E

C


T&D Event05 Basic Reading and Writing Skills

Group-paced8 Hours

E

GP


T&D Event20 Conducting Inventory Counts

Group-paced4 Hours

E

GP


T&D Event12 Basic Steps in the Hiring Process

Group-paced8 Hours

E

GP


T&D Event19

Negotiating with New Vendors

Group-paced8 Hours

E

GP


T&D Event03

Supervising Multiple Locations

S-OJT12 Hours

E

C


New to the Function:Management

T&D Event12Basic Steps in the Hiring Process

Group-paced8 Hours

E

GP





Code Key:



M = Mandatory – by company policy and/or by governing regulation

HR = Highly recommended – represents a critical enabler for high performance and should be strongly considered if the individual does not possess this knowledge/skill set and has been assessed as required for current and future assignments

E = Elective – represents a required knowledge/skill enabler (and has been assessed as noncritical relative to all others)

Event Number


Availability Status


DeploymentPlatform

PretestAvailability

Prerequisites

New to theCompany

T&D Event04

TMC Orientation

S-OJT8 Hours

E

C


T&D Event29

Laws, Regulations, and CodesImpacting a TMC Store

S-OJT8 Hours

E

C



T&D Event17

TMC Inventory Control SystemsUser Skills

Group-paced4 Hours

E

GP



T&D Event14

Coaching for Long-termPerformance Improvement

Group-paced8 Hours

HP

GP



T&D Event43

Store Layout and Design

Group-paced16 Hours

E

GP




T&D Event02

TMC Management Processes

S-OJT8 Hours

E

C



Group-paced8 Hours

E

GP



Group-paced4 Hours

E

GP



Group-paced8 Hours

E

GP


T&D Event19

Negotiating with New Vendors

Group-paced8 Hours

E

GP


T&D Event03

Supervising Multiple Locations

S-OJT12 Hours

E

C




Group-paced8 Hours

E

GP





Code Key:



M = Mandatory – by company policy and/or bygoverning regulation

HR = Highly recommended – represents a critical enablerfor high performance and should be stronglyconsidered if the individual does not possess thisknowledge/skill set and has been assessed asrequired for current and future assignments

E = Elective – represents a required knowledge/skillenabler (and has been assessed as noncriticalrelative to all others)

Event Number


Availability Status


DeploymentPlatform

PretestAvailability

Prerequisites

New to theCompany

T&D Event04 TMC Orientation

S-OJT8 HoursEC


T&D Event29 Laws, Regulations, and CodesImpacting a TMC Store

S-OJT8 HoursEC



T&D Event17 TMC Inventory Control SystemsUser Skills

Group-paced4 HoursE

GPPretest Not Available No Prerequisite Required


T&D Event14 Coaching for Long-termPerformance Improvement

Group-paced8 HoursHPGP



T&D Event43 Store Layout and Design

Group-paced16 HoursE




T&D Event02 TMC Management Processes

S-OJT8 HoursEC



Group-paced8 HoursE



Group-paced4 HoursE



Group-paced8 HoursE


T&D Event19 Negotiating with New Vendors

Group-paced8 HoursE


T&D Event03 Supervising Multiple Locations

S-OJT12 HoursEC




Group-paced8 HoursE


To the next phase of T&D




Individual T&D Planning Guide

T&D Event Title

1

1

1

1

1

1

T&DEvent

Number

LearningCyclePhase

EmployeeNeeds forSpecific

Assignment

Priority forEmployee’s

DevelopmentH/M/L

EmployeeNeeds

T&D

T&D Eventsto be

Scheduled

ActualCompletion

DatesMM/Q/YY

PlannedCompletion

DatesMM/Q/YY

©1999 CADDI, Inc.

TMC Orientation

TMC Policies andProcedures

TMC ManagementProcesses

Laws, Regulations,and Codes Impactinga TMC Store

TMC Field Operations

TMC Inventory ControlSystems User Skills

04

32

02

29

05

20

TMC StoresIndividual T&D Planning GuideEmployee Name John Smith

Store Manager Karen Jones

H 4/1 4/15

H

M

H 5/1 5/10

T&D Event Title

1

1

1

1

1

1

T&DEvent

Number

LearningCyclePhase


Assignment


DevelopmentH/M/L

EmployeeNeeds

T&D

T&D Eventsto be

Scheduled

ActualCompletion

DatesMM/Q/YY

PlannedCompletion

DatesMM/Q/YY

©1999 CADDI, Inc.

TMC Orientation






04

32

02

29

05

20



H 4/1 4/15

H

M

H 5/1 5/10

T&D Event Title

1

1

1

1

1

1

T&DEvent

Number

LearningCyclePhase


Assignment


DevelopmentH/M/L

EmployeeNeeds

T&D

T&D Eventsto be

Scheduled

ActualCompletion

DatesMM/Q/YY

PlannedCompletion

DatesMM/Q/YY

©2002 EPPIC, Inc.

TMC Orientation






04

32

02

29

05

20



H 4/1 4/15

H

M

H 5/1 5/10

A Planning Tool* for each group of Target Audience learners and their management

* Often facilitated by an LMS/LCMS






Review the T&D Path for logic, sequence

Review the T&D Events for content listing (Module Titles), the deployment platform and estimated length (+/- 25%)

Review the Modules for logic

Review the Existing T&D on the T&D Path




CAD – Phase 4

Phase Overview Establish the development (implementation) costs for the priority T&D

Modules and Events

Key Activities/Tasks Prioritize the gap T&D Modules and Events Establish the development costs for the gap T&D

Modules and Events

Key Outputs CAD Implementation Plan CAD Phase 4 Project Steering Team Gate Review Presentation PST Decisions: Final Implementation Priorities for gap content



Analysis Design

CAD Phase 2 CAD Phase 3 CAD Phase 4CAD Phase 1

©2002 EPPIC, Inc.






Review the T&D gap priorities, and the schedule and estimated costs for development/acquisition of priority gaps

Adjust the priorities and schedules for development/acquisition

Appoint PSTs for MCD (follow on) efforts for development/acquisition




PACT - Teaming for Success

The use of teams throughout all phases of the project in conjunction with a structured, gated process results in reduced cycle time, accelerated development, and higher quality outputs

The CAD process is customer-/stakeholder-driven Results in a more appropriate design Better customer understanding of that design Increased development and implementation resources and support

from the customer

erformance-basedcceleratedustomer-/Stakeholder-drivenraining & DevelopmentSM

PACT

©2002 EPPIC, Inc.




CAD Phases-Outputs-Teams Summary

CAD Phase 1

Gate ReviewPresentation

CADPhase 2


CAD Phase 3


CADPhase 4


Key Outputs

Project Teams* and Estimated Time Burdens

* of customers and stakeholdersand Master Performers

Phases & Gate Reviews

• Task/Plan/Schedule • Cost/Price

CAD Implementation

Plan

• Target Audience Data • Performance Model• K/S Matrix• Existing T&D Assessments

• T&D Path • T&D Planning Guide• T&D Event Specs• T&D Module Specs

• Gap Priorities • Maintenance Priorities• Cost Model• Priority Cost Forecast

Project Steering

Team

©2002 EPPIC, Inc.

CAD Design

Document

CAD Analysis Report

CAD Project

Plan

1/2 day 1 day 1 day 1/2 day

2–4 days 2–4 days 1–2 days



Analysis Design

CAD Phase 1 CAD Phase 2 CAD Phase 3 CAD Phase 4




PACT = Instructional Systems Design

ISD Suppliers ISD Customers

EPPIC’s PACT Processes for T&D:performance-based T&D produced in total cooperation

between supplier and customer in an efficient , quick process!




Additional Utilities of the Analysis Data

Target Audience

Data

Performance Model


Existing T&D Assessment

Process Analysis

Organization Design

Staffing

Training and Development

Appraisal

Compensation & Benefits

Rewards and Recognition

Deficiency Analysis

Recruiting/selection Succession planning

Training

Performance appraisal

Pay for skills

Other???

©2002 EPPIC, Inc.




Analysis Data Also Used for Targeting EPPIEnterprise Process Performance Improvement

The Human Asset EnablersHumans bring several types of attributes/capabilities to the enterprise processes that they work in and to the environmental assets that they work with; these are

Awareness, knowledge, skillsPhysical attributesPsychological attributesIntellectual attributesValues

What is required depends on both the performance requirements and the environmental supports available

The Environmental Asset EnablersThe environment provides several types of enabling assets for the humans to use while performing the job; these includeData/InformationMaterials/SuppliesTools/EquipmentFacilities/GroundsBudget/HeadcountCulture/Consequences

What is required depends on both the performance requirements and the human capabilities available

C

S

L

C

S

L

C

S

L

C

S

L

C

S

L

C

S

L

C

S

L

Performance Model

<=Process

Map

Lead

ersh

ip

Syst

ems

& Pr

oces

ses

Cor

e Sy

stem

s &

Proc

esse

s

Supp

ort

Syst

ems

& Pr

oces

ses

Attributes/Values

Knowledge/Skills

Human Asset Requirements

Environmental Asset Requirements

Facilities/Grounds

Tools/Equipment

Materials/Supplies

Data/Information

Budget/Headcount

Culture/Consequences

Role1

Process Map View Performance Model ViewArea of Performance:

KeyOutputs

KeyTasks

Roles/Responsibilities1 2 3 4 5

TypicalPerf. Gaps

Prob. GapCause

dEdKdI

Role:

Area of Performance:Key

OutputsKey

TasksRoles/Responsibilities1 2 3 4 5

TypicalPerf. Gaps

Prob. GapCause

dEdKdI

Role:

Role2

Role3

Role4

Role5

<=

The ProcessThe process must be designed for efficient delivery to meet stakeholder metrics




Additional References/Resources

Performance Modeling & Human Asset Enabler Analysis Lean-ISD via the PACT Processes for Training &

Development Lean-ISD White Paper PACT Facilitation How to Build a Training System That Won’t Burn Down The Training Factor of the Quality Equation Technology Transfer Using the PACT Processes for T&D Balancing Conflicting Stakeholder Requirements Continuous Improvement and Training Managing Human Assets Using a Group Process to Create Models

and Matrices

see Resources/Articles at

www.eppic.biz

“Gopher” moreat eppic.biz