CPLP Candidate Bulletin - ASTD-Cascadia CPLP Study Group ... · CPLP™ Candidate Bulletin Table of...

CPLP Candidate Bulletin


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Table of Contents

Chapter 1 CPLP Program Overview..................................................1 Chapter Topic Guide .............................................................................. 1 Section 1: About Certification and the CPLP Program ............................. 1 Section 2: CPLP Credentialing Process.................................................. 3 Section 3: Testing Schedule and Fees ................................................... 11 Section 4: Test Preparation Resources .................................................. 12 Section 5: How to Apply...................................................................... 12 Section 6: Maintaining the CredentialThe CPLP Recertification Program ............................................................................ 12 Section 7: Putting It All TogetherProgram Process at a Glance .............. 14

Chapter 2 CPLP Program Policies...................................................15 Chapter Topic Guide ............................................................................ 15 Section 1: Code of Ethics .................................................................... 15 Section 2: Candidate Agreements......................................................... 16 Section 3: Refunds and Ancillary Fees................................................... 19 Section 4: Testing Policies ................................................................... 20 Section 5: Appeals Procedures and Appeals Form................................... 20

Chapter 3 Knowledge Exam Scheduling and Administration Guidelines................................................26

Chapter Topic Guide ............................................................................ 26 Section 1: Scheduling the Exam........................................................... 26 Section 2: Special Accommodation Arrangements .................................. 27 Section 3: Personal Identification Requirements ..................................... 27 Section 4: Testing Center Rules ........................................................... 28 Section 5: Exam Copyright .................................................................. 29 Section 6: Confidentiality and Conduct.................................................. 29 Section 7: Grounds for Dismissal.......................................................... 30 Section 8: Exam Complaints/Comments ............................................... 31 Section 9: Exam Results ..................................................................... 31


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Chapter 4 Work Product Project Deliverables ...............................32 AOE 1: Designing Learning.............................................................. 33 AOE 2: Delivering Training .............................................................. 36 AOE 3: Improving Human Performance ............................................ 38 AOE 4: Measuring and Evaluating .................................................... 40 AOE 5: Facilitating Organizational Change......................................... 42 AOE 6: Managing the Learning Function............................................ 44

Chapter 5 Work Product SubmissionPackaging Guidelines ............47 Chapter Topic Guide ............................................................................ 47 Section 1: Work Product Package Preparation ........................................ 47 Section 2: Work Product Submission Packaging...................................... 47 Section 3: Work Product SubmissionShipping Requirements ................. 50

Chapter 6 Work Product Application Forms Master Template...........51 AOE 1: Designing Learning Work Product Submission Package Application Forms ............................................................... 52 AOE 2: Delivering Training Work Product Submission Package Application Forms ............................................................... 76 AOE 3: Improving Human Performance Work Product Submission Package Application Forms ................................ 100 AOE 4: Measuring and Evaluating Work Product Submission Package Application Forms ................................................. 124 AOE 5: Facilitating Organizational Change Work Product Submission Package Application Forms ................................ 148 AOD 6: Managing the Learning Function Work Product Submission Package Application Forms ................................................. 172

Appendix A CLPL Program Readiness Assessment .........................197

Appendix B CPLP Sample Test........................................................202

Appendix C Knowledge Exam Content Outline ..................................205

Appendix D Work Product PreparationCritical Flaws, Pitfalls, and Tips ............................................................252

Appendix E Work Product Scoring Process .......................................260

Appendix F Work Product FormsSamples ......................................299


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The Candidate Bulletin is designed to act as the technical guide for the CPLP program and will provide candidates with everything they need to know to understand; participate in; and complete the CPLP certification process. The following Table of Contents provides a description of each of the chapters/ appendices and specifies the reading requirements for candidates according to their level of involvement in the program. For supplemental information candidates should refer to the additional areas posted on the CPLP website or contact the certification department at [email protected].

NOTE: The ASTD Certification Institute (ASTD CI) reserves the right to change the standards, application, and requirements for CPLP certification and recertification at any time.

TABLE OF CONTENTS

Candidate Bulletin Description

CHAPTER 1 CPLP Program Overview

This chapter provides a high level overview of the CPLP program. The information covered in this chapter includes: general information on each of the key credentialing process components; testing schedules and fees, an overview of preparation resources; information on how to apply and recertification requirements. This chapter is recommended reading for:

Prospective candidates who are interested in learning about the program. Candidates may also want to refer to following appendices to support/enhance the information in this chapter: Appendices A, B and C.

Currently enrolled candidates who want to confirm their continued understanding of the program requirements. IMPORTANT NOTE: Section C. Work Product Overview (pages 59) is a must read for those candidates who participate in the work product assessment portion of the exam.

CHAPTER 2 CPLP Program Policies

This chapter provides information on the CPLP program policies to include: code of ethics requirements; general candidate agreements; refund and auxiliary fee information; testing policies; and the appeals process.

This chapter is recommended reading for:

Prospective candidates to ensure an understanding of the commitment they will be making as a participant in the program.

Currently enrolled candidates as an ongoing reference to ensure their continued understanding and compliance with the policies.


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CPLP Candidate Bulletin (continued)

CHAPTER 3 Knowledge Exam Scheduling and Administration

This chapter provides information on the guidelines and administrative process for the CPLP multiple-choice knowledge exam. This chapter is recommended reading for:

Currently enrolled candidates to ensure their understanding of the knowledge exam testing process and procedures.

CHAPTER 4 AOE Submission Deliverables 1. Designing Learning 2. Delivering Training 3. Improving Human

Performance 4. Measuring and Evaluation 5. Facilitating Organizational

Change 6. Managing the Learning

Function

This chapter provides an overview of the deliverable requirements for each of the AOE areas available for the work product assessment portion of the CPLP exam. This chapter is a must read for:

Currently enrolled candidates who are participating in the work product assessment part of the exam to aide in the selection and preparation of their of their work product submission.

CHAPTER 5 Work Product Submission Guidelines

This chapter contains submission guidelines for the work product assessment portion of the CPLP exam. This chapter is a must read for:

Currently enrolled candidates who are participating in the work product assessment part of the exam to aide in preparation and submission of their work product package.

CHAPTER 6 Work Product Application Forms MASTER TEMPLATES 1. Designing Learning 2. Delivering Training 3. Improving Human

Performance 4. Measuring and Evaluation 5. Facilitating Organizational


Function

This chapter contains all the work product application forms. This chapter is a must read for:

Currently enrolled candidates who are participating in the work product assessment part of the exam. IMPORTANT NOTE: In order for your work product submission to be scored you must use the pre-formatted forms contained in this chapter. Failure to use the forms may result in the disqualification of your work product.


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CPLP Candidate Bulletin (Continued)

APPENDIX A CPLP Readiness Assessment

This appendix provides candidates with a self-assessment tool for assessing their readiness for the CPLP readiness self-assessment This appendix is a recommended resource for:

Prospective candidates to assess their readiness for the program. This tool works well as a support/enhancement tool for Chapter 1

APPENDIX B CPLP Sample Test

This appendix provides candidates with sample questions which are similar in format and content to questions on the actual CPLP knowledge exam. This appendix is a recommended resource for:

Prospective candidates to help familiarize them with the general feel and format of the exam. This tool works well as a support/enhancement tool for Chapter 1.

APPENDIX C CPLP Exam Content Outline

This appendix contains a provides candidates with a self-assessment tool for assessing their readiness for the CPLP readiness self-assessment This appendix is a recommended resource for:

Prospective candidates to assess their readiness for the program. This tool works well as a support/enhancement tool

APPENDIX D CPLP Work Product Preparation Critical Flaws, Pitfalls and Tips

This appendix provides summary of critical flaws, pitfalls, and tip information for preparation of the work product. This appendix is a recommended resource for:

Currently enrolled candidates who are participating in the work product assessment part of the exam to aide in preparation and submission of their work product package. Candidates should use this information as a supplement to Chapters 4, 5, and 6.


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CPLP Candidate Bulletin (Continued)

APPENDIX E CPLP Work Product Scoring Process Section 1: Overview Section 2: Scoring Specifics by AOE

1. Designing Learning 2. Delivering Training 3. Improving Human

Performance 4. Measuring and Evaluating 5. Facilitating Organizational


Function

This appendix contains information pertaining to the work product scoring process. Section 1 covers generic information common to all work product submissions, and Section 2 covers information specific to each of the AOE areas. This appendix is a recommended resource for:

Currently enrolled candidates who are participating in the work product assessment part of the exam to aide in preparation and submission of their work product package. For a general understanding of the scoring process we strongly recommend that candidates read Section 1 and the information in Section 2 that applies to their selected AOE area.

APPENDIX F Work Product Application Forms Sample Templates

1. Designing Learning 2. Delivering Training 4. Measuring and Evaluation

This appendix contains sample templates of the work product application forms. This appendix is a recommended resource for:

Currently enrolled candidates who are participating in the work product assessment part of the exam who would like to see examples of response for each of the sections on the work product application form in the AOE area they have selected.


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Chapter 1 CPLP Program Overview

Chapter Topic Guide Section 1: About Certification and the CPLP Program Section 2: CPLP Credentialing Process

A. Eligibility and Readiness Requirements

B. Knowledge Exam Basics

C. Work Product Overview

Section 3: Testing Schedule and Fees

Section 4: Test Preparation Resources

Section 5: How to Apply

Section 6: Maintaining the Credential The CPLP Recertification Program

Section 7: Putting it all Together Program Process at a Glance

Section 1: About Certification and the CPLP Program What is Certification? Professional certification is a voluntary act by a professional body or association. It establishes a system to grant recognition to professionals who have met certification standards. A certification is not a certificate. Certification programs focus on testing, whereas certificate programs focus on learning. The latter typically results in a certificate of attendance or completion and is not always based on testing.

Certification results in a credential that provides some level of assurance that people can do what they claim and offers a number of benefits to various stakeholders.


Chapter 1: CPLP Program Overview

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Contact [email protected] for additional information about the CPLP value proposition and how to ask your organization to sponsor you in the CPLP program.

What is the CPLP Credential?

The Certified Professional in Learning and Performance credential (CPLP) is a credential for workplace learning and performance professionals offered by the ASTD Certification Institute (ASTD CI). The credential is broad-based in scope and addresses a Workplace Learning and Performance Professionals knowledge and performance achievements in nine areas of expertise (AOEs) as defined by the ASTD Competency Model1

1 For additional information about the ASTD Competency model please see the ASTD 2004 Competency Study: Mapping the Future report, which is available for purchase through the ASTD Online store.

For EmployersProvides a reference point when evaluating job and promotion candidates

For Teams and FunctionsProvides a structured path for professional development to create climate of excellence; encourages professionals to stay current

For IndividualsHelps prove value and increase job prospects

For the ProfessionDefines standards and drives professional accountability; protects the public

For EmployersProvides a reference point when evaluating job and promotion candidates

For Teams and FunctionsProvides a structured path for professional development to create climate of excellence; encourages professionals to stay current

For IndividualsHelps prove value and increase job prospects

For the ProfessionDefines standards and drives professional accountability; protects the public

Areas of ExpertiseAreas of Expertise



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Candidates earn the credential by meeting program requirements and passing a rigorous examination and evaluation process. Candidates who earn the designation are recognized as elite players in the Workplace Learning and Performance field and are awarded the right to display the CPLP designation after their name.

Section 2: CPLP Credentialing Process The CPLP program involves a three step process whereby candidates must do the following:

Following is a summary of the requirements for each step.

A. Eligibility and Readiness Requirements Step 1 of the process involves candidates determining their eligibility and readiness for the program. In order to apply for the CPLP program candidates must have a minimum of three years related experience in the workplace learning and performance field; however, five or more years of related experience is recommended. Proof of experience is captured as part of the application process where candidates are asked to provide a list of employers who can validate their employment for at least the past three years (candidates may substitute one year relevant education for one year of relevant work experience). Candidates who are found to be ineligible to participate in the program may reapply when they become eligible.

Candidates are encouraged to do a personal assessment of their situation in order to determine if pursuit of the CPLP designation is the right choice for them. As part of the assessment process, candidates should consider the following:

Do you have the appropriate breadth of knowledge? Do you have the right kind of work product sample to submit?

Step 1: Meet Eligibility and

Readiness Requirements

Step 2:Take / Pass the

Knowledge Exam

Step 3:Prepare / Submit a

Successful Work Product

Step 1: Meet Eligibility and

Readiness Requirements

Step 2:Take / Pass the

Knowledge Exam

Step 3:Prepare / Submit a

Successful Work Product



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Is this compatible with your career goals and ambitions? Are you ready to make the commitment (time, energy, resources)? Do you fully understand the program requirements?

For a tool to help decide if the CPLP is right for you please refer to Appendix A CPLP Readiness Assessment of the Candidate Bulletin.

B. Knowledge Exam Basics Step 2 of the CPLP certification process involves candidates passing a knowledge exam which is designed to measure their breadth of knowledge in the learning and performance field. The exam contains 150 multiple-choice questions which focus on the nine AOE areas of the ASTD Competency Model. Candidates will have two hours and thirty minutes to complete the exam.

The test is administered by computer at ASTD CI authorized testing centers. At present these centers are located in most major cities throughout the United States and Canada; however, ASTD CI has plans to expand the program to select overseas locations. Candidates should check the ASTD CI Website for an up-to-date listing of centers.

Following is a summary of the exam weightings by Area of Expertise and an example of a test question. For additional sample questions please refer to Appendix B CPLP Sample Test of the Candidate Bulletin.

Table 1 Knowledge Exam Weightings

AOE

Exam Weighting

(%) 1. Designing Learning 15

2. Delivering Training 15

3. Improving Human Performance 15

4. Measuring and evaluating 12

5. Facilitating organizational change 12

6. Managing the learning function 9

7. Coaching 8

8. Managing organizational knowledge 8

9. Career planning and talent management 6

Total test 100%



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Sample Test Question (Designing Learning)

The principle of over-learning is best defined by which of the following? (A) practice beyond the point where performance is consistently demonstrated (B) learning of discrete task parts that make up the complete task in spaced practice (C) a combination of massed and spaced practice (D) a series of mental or cognitive rehearsals using a massed approach to learning

Answer: A

Knowledge Exam Scoring

Exam scores and information for interpreting scores are part of the computerized testing process and are reported to candidates immediately upon completion of the exam. Individuals who fail the exam are invited and encouraged to retake the exam during the next available testing window. A retest fee will apply.

Note: Candidates may not retake the Knowledge Exam in the same testing window or their scores will be invalid.

For further details about test scheduling, administration, and fees please read Chapter 2 CPLP Program Policies and Chapter 3 Knowledge Exam Scheduling and Administration Guidelines of the Candidate Bulletin.

Taking the Exam: Tips for Success The following information provides some basic study and test-taking tips to help candidates prepare for the exam.

Study Suggestions

On average most candidates spend a minimum of 812 weeks to prepare for the knowledge exam. When preparing candidates should keep the following suggestions in mind:

Create a realistic study schedule tied to the AOE areas and how they are weighted on the exam. Review the AOE areas, evaluate your knowledge level, and concentrate on improving weak areas.

Recognize that you can not memorize all the material; use memory techniques to help you recall key points.

This test does not focus on names or dates. Focus on the application of accepted principles and theories, not on memorizing names and dates.

Take notes to help reinforce key concepts.



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Test-Taking Tips

Do whatever you need to do before the test to feel comfortable and relaxed: check out the location in advance, get enough rest, eat a good meal, etc.

Arrive earlyat least 20 minutes before your scheduled test time Trust your first impressions; dont over analyze answers. If you are uncertain about a question, return to it later, or guess. Dont look for answer patterns. Dont select an answer based on length; its a false clue. Dont rush. Consider each choice before selecting the best one. Use your time well. You do not receive extra points for finishing early. Make every attempt to answer all the questions. Each item is worth one point and there is no

penalty for guessing.

For additional resources on test preparation please refer to Appendix C CPLP Knowledge Exam Content Outline of this Candidate Bulletin.

C. Work Product Overview Step 3 is designed to introduce the candidate to the work product. It addresses the three main components of the work product submission and how it is scored. It also helps candidates to decide which work product is right for them.

After passing the knowledge exam, candidates are provided with an opportunity to demonstrate their work competence in one particular AOE area by preparing and submitting a sample or segment of work called a work product. The work product submission must be (1) based on a current project completed within the past three years (starting from the date one completes the Knowledge Exam), (2) related to one of the AOEs that are currently available for submission; (3) a candidates own work and, (because the CPLP program is based on North American practices), (4) presented in English.

Available AOE areas are1:

AOE 1: Designing Learning AOE 2: Delivering Training AOE 3: Improving Human Performance AOE 4: Measuring and Evaluating AOE 5: Facilitating Organizational Change AOE 6: Managing the Learning Function 1 Check the CPLP Website for current offerings



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Components

For the work product submission, candidates will need to complete three different components:

Project Work (Work Product) and Project Essays Candidates provide a sample of their project work and answer eight related essay questions which enable them to provide rationale and documentation to support their project sample.

Follow-on/Challenge Questions Candidates respond to two follow-on/challenge essay questions that are completely independent of their project work. One question is strategic in nature; the other is operational or tactical in its focus.

Standard Forms Candidates complete a number of other forms such as a contact information form and release and permission forms designed to protect all parties legally.

These will be discussed in detail later in this section.

Scoring

The scores are derived as follows:

Table 2 Work Product Scores

Categories Point Value Based On

1. Project Planning 03

2. Project Outputs 03

3. Project Relationships 03

4. Project Outcomes 03

Project work Project essays

5. Follow-on/Challenge Question 1 03 Follow-on/Challenge Question 1

6. Follow-on/Challenge Question 2 03 Follow-on/Challenge Question 2

Total Score 18 (12 or higher to pass)

As for point values, 3 is outstanding, 2 is successful, 1 is limited success, and a 0 is blank or off-topic. Scores for the first four categories are assigned by the raters according to the rubrics that are provided in Appendix E of the Candidate Bulletin. Candidates are advised to refer to these criteria when developing their work products.

There are several events that are considered a critical flaw. A critical flaw results in the disqualification of the work product submission or automatic failure. Critical flaws include the following:

receiving a score of 0 in any area (planning, output, relationships, outcomes, or either challenge question)



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picking an outdated project (completed more than three years ago) submitting an incomplete package missing the deadline

Note: For other examples of critical flaws please refer to Appendix D Work Product Preparation Critical Flaws, Pitfalls, and Tips in the Candidate Bulletin.

Notification

Candidates will be notified in writing as to their scores. Candidates will receive a score for each of the six areas listed in Table 2, a total score, and a status of pass or fail. The score report does not contain any qualitative feedback or interpretive remarks. In accordance with accepted certification program standards, this level of feedback is strictly prohibited because it raises issues around fairness and test security.

Project Work and Project Essays

The work project selected must be current (conducted within the last three years) and must be selected from one of the six available AOE areas. The following table lists what type of project needs to be submitted for each AOE and what specific documentation is required for each project:

Table 3 Work Product Options and Deliverables

If you pick You need to have a

You will need to submit And include

AOE #1

Designing Learning

Project where you helped with the hands-on design and development of a learning program

90 minutes of instructional materials

Training analysis documentation

Training design documentation

Curriculum or learning materials

AOE #2

Delivering Training

Project where you delivered a learning program

Option 1: 20 minute video or CD of an instruction with six or more learners Option 2: A synchronous e-learning event

Relevant sections of the facilitators guide



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Table 3 Work Product Options and Deliverables (Continued)

If you pick You need to have a

You will need to submit And include

AOE #3

Improving Human Performance

Project where you analyzed a performance gap and developed a solution to close it

Performance Improvement project report

Documentation about stakeholders

Project plan Data collection tools and

analysis Proposed solution and

evaluation

AOE #4

Measuring and Evaluating (Training)

Project where you evaluated the effectiveness of a learning program

Measuring and evaluating (training) report

Documentation about methodology used

Results of the analysis that go beyond a training needs assessment

AOE #5

Facilitating Organizational Change

Project where you helped an organization design and implement a change

Change initiative project report

Documentation of initial contact or presenting issue

Assessment/analysis Proposal, plan, or

statement of work Facilitated action Results and measurement

AOE #6

Managing the Learning Function

Project where you demonstrated the successful management of the learning function (strategic in nature) or a learning activity (operational in nature).

Track 1 - Strategic: Learning function report or annual/semi-annual report that you produced Track 2 - Operational: Learning project report of the development of a learning product

Organizational chart (titles only)

Specific documentation tied to the option you have chosen

The project essays are designed to help supplement the project work. They provide context, rationale, and further documentation and are designed to be coupled with the review of the project. The score is based by viewing the work product and the responses to the eight project essay questions, in concert. The eight project essay questions are grouped into four buckets: planning, outputs, relationships, and outcomes. To help guide the raters to the right location in the project, candidates will need to complete a Reference Map (included in the Work Product Application Template Form) which pinpoints the precise location the specific evidence can be found.



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Follow-on/Challenge Question

There are two follow-on/challenge questions. One is strategic in nature; the other is operational in nature. These must be answered completely independent of the work product. Responses to these questions give the raters sufficient information to judge whether or not the candidate can generalize their knowledge beyond their work product. Situational judgment and perspective is vitally important for workplace learning professionals to have.

SPECIAL REMINDER The challenge questions are not designed to be linked to the work product project; therefore, responses to these questions should to be addressed from a hypothetical perspective.

Standard Forms

These include contact forms and permission/release forms to legally protect all parties. Candidates will need to have signatures from filmed participants and any project stakeholder (including your project sponsors/organization, etc.) sign a release form.

Steps to Completing the Work Product

The following table provides steps for completing the work product.

Table 4 Work Product Action Steps

Step Task Select work product AOE:

1. Select an AOE when completing your application Change your AOE by submitting a request to [email protected] by deadline (before

the last day of your knowledge test window)

After passing knowledge exam, begin work product:

2. Review appropriate chapters in this Candidate Bulletin and assemble necessary forms

3. Pick specific project to submit

4. Obtain signatures on release forms

5. Complete work product (project)

6. Answer related project essays

7. Answer follow-on/challenge questions

8. Complete remaining forms

9. Assemble package

10. Submit work product



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Where to Go

Forms and detailed guidelines, including how to package the work product, are contained in Chapter 5 and 6 of the Candidate Bulletin. Chapter 6 is separated by AOE, so candidates should pick the one that applies to their selected AOE area.

Section 3: Testing Schedule and Fees Following is the 2008 testing schedule. Careful planning is an important part of the certification process so candidates should be sure to study the dates below in order to ensure that they allow enough time to apply, study for the exam, and prepare for their work product submission.

Table 6 2008 Testing Schedule

Testing Cohort Registration

Knowledge Exam Window

Work Product Submission Window

Work Product Scoring

CPLP Awarded

Mar. 12/3/071/31/08 3/21/084/11/08

May 12/3/074/3/08 5/23/086/13/08

6/14/089/1/08

9/25/089/28/08

Nov 2008

Sept. 12/3/078/7/08 9/20/0810/11/08

Nov 12/3/069/22/07 11/17/0712/13/07

12/14/083/3/09

3/26/083/29/08

May 2009

Note: Dates are subject to change. Please see the CPLP Website for the latest information.

CPLP program testing fees are as follows:

ASTD Member $750.00 Non Member $950.00

This is an introductory price. Fees will increase effective June 30, 2008.

Test fees cover the cost of all testing and test related materials for a one time sitting. Fees do not cover the cost of study or preparation materials; study group support; travel expenses to and from testing center; transfers; or re-testing fees.

Note: For information on additional testing fees see Chapter 2 of the Candidate Bulletin.



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Section 4: Test Preparation Resources Listed below are various ways that candidates can prepare for CPLP testing. Candidates can use one or a combination of methods to meet their personal study style and preference. Candidates can

create their own materials using the Knowledge Exam Content Outline (See Appendix B of the Candidate Bulletin)

find resources on the internet (study materials, workshops, study groups, etc.) or use third party materials

purchase the CPLP Practice Test (pCPLP)*1 purchase the ASTD Learning System* attend an ASTD CPLP Prep Workshop* become part of an ASTD Chapter Study Group work in pairs or in a team start or join a virtual study group

Section 5: How to Apply Candidates can apply for the CPLP program online at http://www.astd.org/content/ASTDcertification/CPLPApplication.htm. To begin the process applicants will need the following information:

If you are an ASTD Member you will need your user name and password to log in. If you cannot remember it or dont have this information call ASTD Customer Care at 1.800.628.2783. Do not create a new user profile.

Employers who can validate your employment for at least the past three years Information about your most recent educational institution Professional references who can validate your education and work experience in the WLP field Payment information (a credit card or purchase order number)

Section 6: Maintaining the Credential The CPLP Recertification Program The CPLP credential is valid for three years; therefore, CPLP designees must recertify during each three year recertification period in order to maintain their designation. The recertification cycle begins the first day of the month after notification of CPLP success. Designees may either retest or earn recertification points by participating in professional development activities. If the latter * Information regarding ASTD preparation products is available online at http://www.astd.org/content/ASTDcertification/CPLP+Preparation.htm



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option is chosen, designees must accrue 60 points per three year recertification cycle in order to qualify. Recertification points must tie directly to one or more areas of the ASTD Competency Model and be fulfilled in the areas listed as follows:

Table 7 Recertification Approved Categories

Categories

Maximum Allowable

Points

1. Continuing Education 30

2. Speaking and Instructing 20

3. On-the-Job Experience 20

4. Research and Publishing 20

5. Leadership and Recognition 15

6. Professional Membership 15

For additional guidelines, examples of eligible activities, and the recertification application, please refer to the recertify information on the CPLP Website at http://www.astd.org/content/ASTDcertification/CPLP+Recertification.htm .



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Section 7: Putting It All Together Program Process at a Glance

Following is a step-by-step overview of the CPLP certification process:

Confirm eligibility and readiness

Apply

Begin exam preparation

Receive authorization to test Schedule knowledge exam Select work product AOE

Complete exam preparation

Take and pass knowledge exam Note: Candidates must pass the knowledge exam in order to proceed to the work product submission phase of the process. Those who do not pass are invited to retake the exam during the next available testing window. Please go to Chapter 2 of the Candidate Bulletin for retesting policy and fee information.

Confirm work product AOE selection Receive Follow-on/Challenge Question.

Prepare and submit completed work product

Work product is scored

Work product receives passing score Note: Candidates must receive a passing score on their work product submission in order to earn the CPLP designation. Those who do not pass are invited to resubmit during the next available work product submission. Please go to Chapter 2 of the Candidate Bulletin for work product retest policy and fee information.

Receive CPLP designation

Maintain certification by earning recertification points

Need More Information? Contact us at [email protected] or call ASTD Customer Care at 1.800.628.2783.


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Chapter 2 CPLP Program Policies

Chapter Topic Guide Section 1: Code of Ethics

Section 2: Candidate Agreements

A. Applicant Declaration and Release

B. Intent to Participate

C. Work Product Submission

Section 3: Refunds and Ancillary Fees

Section 4: Testing Policies

Section 5: Appeals Procedures and Form

A. Appeals Procedure: Eligibility

B. Appeals Procedure: Knowledge Exam

C. Appeals Procedure: Work Product

D. CPLP Appeals Form

Section 1: Code of Ethics Candidates must agree to the ASTD CI Code of Ethics, which describes the behavior expected of a workplace learning and performance (WLP) professional. Clients and employers insist on the highest possible standards of personal integrity, professional competence, sound judgment, and discretion. Developed by the profession for the profession, the Code of Ethics is the public declaration of WLP professionals obligations to themselves, their profession, and society. The Code is as follows:

I strive to recognize the rights and dignities of each individual develop human potential


Chapter 2: CPLP Program Policies

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provide my employer, clients, and learners with the highest level quality education, training, and development

comply with all copyright laws and the laws and regulations governing my position keep informed of pertinent knowledge and competence in the WLP field maintain confidentiality and integrity in the practice of my profession support my peers and avoid conduct that impedes their practicing their profession conduct myself in an ethical and honest manner improve the public understanding of WLP fairly and accurately represent my WLP credentials, qualifications, experience, and ability.

Section 2: Candidate Agreements Candidates must sign the Applicant Declaration and Release and the Intent to Participate agreements, which are as follows:

A. Applicant Declaration & Release I hereby submit this application to the ASTD Certification Institute (or the ASTD CI) to be a Certified Professional in Learning and Performance (CPLP) in accordance with and subject to the ASTD CI's standards, rules, policies and procedures. I understand that the information gathered in the certification process may be used by the ASTD CI and/or ASTD for statistical purposes for the evaluation of the certification program, or for other research or study. I further understand that the ASTD CI will use reasonable efforts to keep the information in its possession confidential. I understand that the ASTD CI reserves the right to verify any or all of the information associated with or required by this application, and that providing false or misleading information, omitting required information, or otherwise violating the rules of certification, or other appropriate disciplinary action. I further understand that I must immediately inform the ASTD CI of any changed circumstances that may affect this application and the information that has been provided, or that may affect my continuing certification eligibility.

I understand that I can be disqualified from taking or completing the examination, or from receiving examination scores if the ASTD CI determines through either proctor observation or statistical analysis that I have engaged in collaborative, disruptive or other inappropriate behavior during administration of the examination or in the completion of the work product assessment. I agree that I will not list my passing status on any professional stationary or business cards, nor will I use it in any advertising until I have passed both parts (the knowledge-based exam and the Work Product assessment) of the ASTD CI CPLP Program.

I, the undersigned, recognize that the ASTD CI is the sole and only judge of my qualification to receive and maintain certification. I further recognize that the ASTD CI reserves the right to modify or alter at any time the certification standards, the requirements for certification and/or recertification, and any rules, policies, or procedures in connection therewith. I authorize the ASTD



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CI to include my name and contact information in any publicly available lists or directories in which the names of certified learning and performance professionals are published, and hereby waive any rights of objections to such listings. I understand and agree that the ASTD CI owns all right, title, and interest in and to all names, trademarks, logos, copyrights, applications, and other material related to the ASTD CI's CPLP Certification Program, and I agree that I shall only use such intellectual property in accordance with policies promulgated by the ASTD CI and agree to cease using such intellectual property upon the expiration, suspension, or termination of my certification.

I understand and agree that neither the ASTD CI nor ASTD makes any claims, warranties, guarantees, nor promises regarding the content or performance of any Certified Professional in Learning and Performance (CPLP) and, I agree not to misrepresent my certification status and its meaning. I, the undersigned, do hereby attest to the accuracy and validity of, and assume full responsibility for, the content of my application and all materials and information submitted to the ASTD CI. I, the undersigned further represent and warrant any work product submitted to the ASTD CI is my own original work; that I am the sole owner of the work product; that the work product does not violate any copyright, trademark, proprietary or personal rights of others; and that the work product is factually accurate and contains no matter defamatory or otherwise unlawful.

In consideration of my application to and participation in the ASTD CI's CPLP Program, I, the undersigned, do hereby release, discharge, and hold harmless individually and collectively the ASTD CI, ASTD, and their officers, directors, employees, committee and commission members, members, subsidiaries, agents, successors, and assigns, from any and all liability that may arise, directly or indirectly now or in the future, by reason of or in connection with any decision, action or omission relating to this application, the failure of the ASTD CI to grant certification or recertification to me, the revocation of my certification, or the ASTD CI's certification standards. This release and wavier of liability shall be binding on my heirs, executors, administrators, successors, and assigns.

I also understand and agree that in considering this application, the ASTD CI may make inquiry of such persons or entities, inspect such records, and make and retain copies of such materials as the ASTD CI deems appropriate. Without limiting the generality of the foregoing, I hereby authorize the ASTD CI to make such inquiries regarding my fitness for certification and authorize any persons or entities contacted by the ASTD CI to respond to such inquiries and provide copies of any relevant and non-confidential information to the ASTD CI. I further authorize the ASTD CI to provide a copy of this statement to those entities contacted by the ASTD CI in connection with this application.

B. Intent to Participate I intend to participate in ASTD CI's CPLP Program and I agree to the following:

My data can be released for research purposes and published as part of the program analysis. I will follow ASTD CIs copyright policy as it is stated on each document on any materials that I

receive through the program.



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I will provide a professional demographic profile to be used for research purposes and collected at the time of examination.

I will pay a non-refundable, fee in the amount specified in the program materials. I meet the eligibility requirements. I have at least three years relevant combined

education/experience in the WLP field (one year relevant education may be substituted for one year relevant experience).

I give my permission for ASTD CI to release my name publicly if I obtain the CPLP credential.

I have read and understand all the CPLP program materials and the CPLP requirements, including but not limited to the refund, transfer, deadlines, and appeals policies.

In return, all participating professionals will be provided:

a seat and score report for the CPLP knowledge-based exam score for the CPLP work product, provided a passing score is received on the knowledge-

based exam.

Note: the administration fee is non-refundable unless ASTD CI does not fulfill the aforementioned terms. All candidates are expected to participate in all aspects of the program for which they are eligible.



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Section 3: Refunds and Ancillary Fees The following table provides information about refunds and ancillary fees associated with the certification process.

Table 1 CPLP Refunds and Other Fees

Category Fee Details

Withdrawal $100 Candidates must withdraw from the program by the last day of the registration window to be eligible for a refund. Refunds are made for the full amount of the testing fees minus the administrative fee. Allow 30 days for refunds processing. ASTD membership fees will not be reimbursed.

Exam Reschedule $100 An administrative fee is charged when a candidate reschedules their knowledge-based exam appointment with fewer than three business days notice. The rescheduled test appointment must be made during the same testing window or it will be considered a transfer. Rescheduling requests are subject to availability.

Transfer $225 A transfer fee is charged when a candidate transfers from one test window to another.

Resending Challenge Questions

$50 An administrative fee is charged for resending challenge questions.

Resending Score Reports

$50 An administrative fee is charged for resending score reports.

Special Accommodation Request

No additional charge

There is no extra fee to request a special accommodation at the testing center as long as procedures in the Candidate Bulletin have been followed.

Retest Fee $350 This is the fee to retake either the knowledge-based exam and/or the work product exam after receiving a failing score.



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Section 4: Testing Policies The following table contains the transfer, retake, expiration, recertification, and other testing policies.

Table 2 CPLP Testing Policies

Category Details

Eligibility To be eligible for the CPLP, candidates must provide evidence that they have at least three years of industry-related work experience when they apply. Candidates may substitute one year of industry-related education for one year of industry-related work experience.

Testing Sequence Candidates must take and pass the knowledge-based exam first. They must then submit a work product and responses to challenge questions.

Retest If you wish to retake the knowledge-based exam, you must wait until the next testing window. If you wish to re-submit your work product, you must submit an entirely different work product in the next testing window. Retake fees must be remitted each time you retake a certification exam.

Score Expiration Passing scores for the knowledge-based exam are valid for up to two years from the date the exam was successfully completed.

Recertification Certification maintenance (recertification) is required every three years. The recertification period begins on the first day of the month after you pass the work product submission exam.

Section 5: Appeals Procedures and Appeals Form The following information pertains to the appeals procedures as it relates to candidate eligibility, the knowledge-based exam, and the work product submission.

A. Appeals Procedure: Eligibility An individual may appeal the denial of eligibility to enter the CPLP program by submitting a written appeal to the CPLP staff at ASTD CI:

ASTD Certification Institute Attention: CPLP Director of Certification 1640 King Street Box 1443 Alexandria, VA 22313-2043 USA

The appeal must document the denial and provide evidence supporting the individuals claim for eligibility. The appeals committee will investigate only those decisions that can be shown to have been rendered in a negative or arbitrary and capricious manner, utilizing the following processes:



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1. Appeals must be made in writing within 10 days of the denial. 2. ASTD CI will confirm receipt of all appeals within 30 days of receipt. All appeals are

confidential. ASTD CI will attempt to address all appeals within 60 days of receipt in accordance with the guidelines developed by ASTD CI. It is the applicants responsibility to contact ASTD CI if he or she has not received notification of the outcome after the deadline has passed.

3. Only information concerning the denial of eligibility to enter the program will be the subject of this appeal.

4. If the panel determines that, despite any additional information provided by the applicant, he or she would not be eligible to sit for the exam, ASTD CI will recommend to the appeals committee that the request be denied.

5. If ASTD CI finds that good cause may exist to re-evaluate eligibility, it will recommend to the appeals committee that the appeal be granted and the applicants eligibility be re-evaluated.

6. The appeals committee will review all evidence provided by the applicant, as well as the recommendations from ASTD CI, and may require further evidence or documentation from the applicant.

7. The decision of the appeals committee is final.

B. Appeals Procedure: Knowledge-Based Exam An individual may appeal the results of their knowledge-based exam by submitting a written appeal to ASTD CI by email to [email protected] or by mail to:

ASTD Certification Institute Attention: Director of Certification 1640 King Street Box 1443 Alexandria, VA 22313-2043 USA

The appeal must document the score received and provide evidence supporting the individuals claim of scoring impropriety or improper procedure. The appeals committee will investigate only those decisions that can be shown to have been rendered in a negative or arbitrary and capricious manner as it relates to a potential scoring impropriety or improper procedure.

The appeals procedure is as follows:

1. A CPLP candidate must submit all appeals in writing within 10 days of taking the exam using the CPLP Appeal Form. Appeals received after 10 days will not be reviewed. No exceptions will be made.

2. ASTD CI will confirm receipt of all appeals within 5 days. ASTD CI will attempt to address all appeals within 30 days of receipt in accordance with the appeals procedure. It is the applicants responsibility to contact ASTD CI if he or she has not received notification of the outcome after 30 days.



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3. While ASTD CI understands that stressors and circumstances can prevent candidates from performing their best, under no circumstances will scores be raised. Problems that will not be considered include, but are not limited to, the following: inclement weather, test anxiety or illness, unusual circumstances or conditions, and standard test center challenges.

4. If the appeal cannot be addressed directly by ASTD CI, it will be referred to the appeals committee. The appeals committee will review the relevant evidence provided by the applicant along with any ASTD CI staff recommendations. On occasion, the appeals committee will request further evidence or documentation from the candidate. If this is the case, candidates will be contacted by a CI staff member for follow up information.

5. If the appeal is granted, an opportunity to retest during the next review window with the retest fee waived is the only resolution. The score will not be changed.

6. If the appeal is denied, there is no further action or recourse 7. The decision of the appeals committee is final.

C. Appeals Procedure: Work Product An individual may appeal the results of their knowledge-based exam by submitting a written appeal to ASTD CI by email to [email protected] or by mail to:


The appeal must document the score and provide evidence supporting the individuals claim of impropriety, improper procedure or improper review. The appeals committee will investigate only those decisions that can be shown to have been rendered in a negative or arbitrary and capricious manner as it relates to claims of impropriety, improper procedure, or improper review.

The appeals procedure is as follows:

1. A CPLP candidate must submit all appeals in writing within 10 days of the date on the score report using the CPLP Appeals Form. Appeals received after 10 days will not be reviewed. No exceptions will be made.

2. Appeals that are related to late submissions will not be considered. 3. ASTD CI will confirm receipt of all appeals within 5 days. ASTD CI will attempt to address all

appeals within six weeks of receipt in accordance with the appeals procedures. It is the candidates responsibility to contact ASTD CI if he or she has not received notification of the outcomes after six weeks.

4. If the appeal cannot be addressed directly by ASTD CI, it will be referred to the appeals committee. The appeals committee will review the relevant evidence provided by the applicant along with any ASTD CI staff recommendations. On occasion, the appeals committee will



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request further evidence or documentation from the candidate. If this is the case, candidates will be contacted by a CI staff member for follow up information.

5. While ASTD CI understands that stressors and circumstances can prevent candidates from submitting their best work, under no circumstances will scores be raised as a remedy for an appeal. The rating process has systems in place to ensure that each work product is rated equitably by two independent raters, with arbitration undertaken by a third rater only if the first two raters have substantive disagreements.

6. If the appeal is granted, an opportunity to resubmit the work product during the next review window with the retest fee waived is the only resolution. The score will not be changed.

7. If the appeal is denied, there is no further action or recourse. 8. The decision of the appeals committee is final.



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D. CPLP Appeal Form The CPLP Appeal Form must be completed and submitted according to the Appeal Guidelines.

1. Background (Required)

Candidates Name: _________________________________________________________

Candidates ID Number: ___________________________

Todays Date: ___________________________

Score Report Date: ___________________________

Appeal Type:

Knowledge exam Work Product Type: DL DT IHP M&E FOC MTLF

2. Statement of Appeal (Required)

a. I am appealing my scores due to the following reasons:

Knowledge Exam Work Product Submission scoring improprieties improper review

scoring improprieties improper procedure improper review

These are the only reasons that an appeal will be considered. b. Provide an explanation of the reason for your appeal. (Limit 500 words)

What score or scores are you challenging specifically? What is the reason for the score challenge? Explain on what grounds you believe the appeal should be granted. If applicable: Link the work product scoring criteria (see Candidate Bulletin) to the evidence you provided in your work product that you believe satisfied that criteria. c. Attach a copy of your score report and label it Attachment A.



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3. Supplemental Information (Optional)

(Related to Work Product Submissions only) If you are appealing a work product submission score; include relevant information with your appeal application. Depending on which scores you are challenging, you might choose to provide a short summary describing your work product (ASTD CI will pull a copy of your actual submission materials if it is required), a copy of your essay responses, or a copy of your Follow On/Challenge Questions and responses. Any supplemental information you provide does not count towards the 500 word limit. Clearly identify that this is supplemental information by labeling it as such.

4. Submission Instructions (Required)

Submit your written appeal according to the guidelines and deadlines outlined in this document. Send your information to ASTD CI by email to [email protected] or by mail to

ASTD Certification Institute (CPLP) Attention: Director of Certification 1640 King Street Box 1443 Alexandria, VA 22313-2043 USA


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Chapter 3 Knowledge Exam Scheduling and Administration Guidelines

Chapter Topic Guide Section 1: Scheduling the Exam

Section 2: Special Accommodation Arrangements

Section 3: Personal Identification Requirements

Section 4: Testing Center Rules

Section 5: Exam Copyright

Section 6: Confidentiality and Conduct Agreement

Section 7: Grounds for Dismissal

Section 8: Exam Complaints/Comments

Section 9: Exam Results

Section 1: Scheduling the Exam For information about the specific test scheduling process and locations, consult the ASTD CI Website for the latest information. Our testing provider is Kryterion. Kryterion offers authorized testing centers in U.S. and Canada. The following policies pertain to the scheduling of your testing appointment:

You must schedule your test at least 30 days in advance of the first day of the testing window to guarantee a testing seat.

If you need to reschedule your exam appointment, you must do so at least three business days in advance to avoid a rescheduling fee. The rescheduling fee may be waived in cases of extreme illness or a death in the family if appropriate documentation is provided.

If a test administration is cancelled because of weather conditions or other major difficulties, the test center will, whenever possible, contact you and rescheduled another appointment without charge.


Chapter 3: Knowledge Exam Scheduling and Administration Guidelines

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Section 2: Special Accommodation Arrangements If you require special testing arrangements under the Americans With Disabilities Act of 1990, you must submit a written request at the time you apply to the program. Your written request must contain information from a qualified medical professional with details about your special accommodation needs.

Special accommodations may include, but are not limited to, additional time, screen magnification, reader services, and separate room availability for those who are unable to sit in the testing room. Examples of circumstances where special accommodations may be necessary include but are not limited to: attention deficit disorder (ADD); physical challenges such as pregnancy, incontinence, or severe allergies; visual impairment; or, physical impairments such as muscular dystrophy. For additional information on this subject, please contact [email protected].

The following process should be used if special accommodations are needed:

1. Notify the certification staff at [email protected] immediately that you plan to request an accommodation and approximate date that you will be submitting documentation at the time you apply. Include the following: list ADA request in the subject identify your special condition request your specific accommodation final approval is granted upon receipt of the required documentation.

2. Required documentation must come on official letterhead of a licensed or certified professional qualified to diagnose and treat the special condition. There must be a brief description of the condition and special accommodation requested.

3. Send the documentation via email to [email protected] with subject: ADA request or request a fax number.

4. Your request, along with the documentation, will be reviewed upon receipt to determine if the accommodation will be granted within 5 business days.

IMPORTANT! This request is time-sensitive. You may not schedule your test until your documentation has been approved. You may not request an accommodation directly from the testing provider or testing center. If an accommodation was granted without ASTD CI approval, your score will be invalidated. This policy is in place to ensure uniform treatment and fairness to all candidates.

Section 3: What to Bring to the Test Center On your testing day you will be required to provide the Exam Proctor with the following items: Two (2) forms of Personal Identification (see the information below regarding the specific

personal identification requirements)



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Your Test Taker Authorization Code which can be found in the candidate authorization email that you will receive when you register to take the exam. You MUST bring your Test Taker Authorization Code or the proctor WILL NOT be able to launch your exam.

Personal Identification Requirements

You must present an acceptable form of identification at the test center or you will not be admitted. You must use the form of your name that appears on your personal identification on all of your CPLP materials. Do not change the spelling and do not change the order of your name. If your name has changed since you registered for the examination, you must bring documentation of that change (for example, a marriage license) with you. A primary and secondary form of identification will be required. Both pieces of identification must contain your signature, and one must contain a recent photograph of you. Types of acceptable ID are as follows:

Primary Secondary

Drivers license Credit card

Passport Check cashing card

Military identification card Bank debit card

State-issued identification card

Employee photo identification card

Student photo identification card from an accredited college or university

* Note: A Social Security card is not an acceptable form of identification.

Section 4: Testing Center Rules You should arrive at the test center at least 20 minutes before your scheduled testing time. If you arrive 15 minutes after your scheduled appointment, you may be required to forfeit your appointment, reregister for testing, and pay an additional examination fee.

Waiting areas at the test centers are small. Friends or relatives who accompany you to the test center will not be permitted to wait in the test center or contact you while you are taking the exam.

Testing center staff will follow designated procedures to ensure that operation of the test center meets CPLP criteria for standardized testing. These procedures include monitoring of exam candidates by staff observation or video/audio monitoring.

To ensure that all candidates earn their results under comparable conditions, a standardized testing environment is maintained. Except where permitted by special accommodation under the Americans with Disabilities Act of 1990, none of the following are permitted in the testing room:



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papers books food and drink calculators smoking materials you will not be permitted access to the following items:

purses, wallets, briefcases, backpacks, bags (please keep your identification with you at all times)

cell phones, pagers, palm pilots, MP3 players watches

Section 5: Exam Copyright All proprietary rights in the examinations including copyright and trade secret are held by ASTD CI. In order to protect the integrity of the examinations and to ensure the validity of the scores that are reported, you must adhere to strict guidelines regarding proper conduct in handling the copyrighted, proprietary information. Any attempt to reproduce all or part of an examination is strictly prohibited by law. Such attempts include, but are not limited to, removing materials from the examination room; aiding others in reconstructing any portion of an examination by any means; or selling, distributing, receiving, or having unauthorized possession of any portion of an exam. Alleged copyright violations will be investigated and, if warranted, prosecuted to the fullest extent of the law. It should also be noted that examination scores may be invalidated in the event of this type of suspected breach.

Section 6: Confidentiality and Conduct You must abide by the following confidentiality and conduct agreement. Failure to abide to the rules of conduct may result in dismissal. The agreement is as follows:

The contents of this test are copyrighted, proprietary, and confidential. Disclosure or reproduction of any portion of it to any individual or entity for any purpose whatsoever is prohibited. Such activity will result in the invalidation of test scores and may result in civil and/or criminal prosecution.

I can be disqualified from taking or continuing to sit for an examination, or from receiving examination results, or my scores might be canceled if there is substantial reason to believe through proctor observations, statistical analysis, and/or other evidence that my score may not be valid or that I was engaged in collaborative, disruptive, or other unacceptable behavior during the administration of this examination.



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Section 7: Grounds for Dismissal Any candidate who does not have proper identification, who uses unauthorized aids, or who does not follow the testing procedures can be dismissed from the test center. ASTD CI may choose to have the test scores of such candidates cancelled.

Candidates who engage in misconduct and do not heed the administrators warning to discontinue the behavior may be dismissed from the test center. All of the following behaviors are considered to be misconduct:

giving or receiving assistance of any kind using any unauthorized aids attempting to take the examination for someone else failing to follow testing regulations or the instructions of the test administrator creating a disturbance of any kind removing or attempting to remove examination questions and/or responses (in any format) or

notes about the examination from the testing room tampering with the operation of the computer or attempting to use it for any function other

than taking the examination.

Before an exam is canceled for misconduct, the test administrator notifies the candidate, who is given an opportunity to provide additional information. The test administrator then has the following options:

1. Dismiss the candidate and file a report with ASTD CI describing the action and the reasons for dismissal.

2. Allow the candidate to continue and file an irregularity report with ASTD CI describing his or her observations.

In either event, ASTD CI will review that candidates test record.



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Section 8: Exam Complaints/Comments If you have complaints or comments about any matter related to the testing program, complete the exit evaluation questionnaire on the computer at the testing center or write to:


Your letter must be postmarked within ten days of your test completion date to be accepted. Include your name, address, telephone number, email address, the name and date of the test, the location of the testing center and the name of the Proctor (if known).

Exit evaluation questionnaires and letters will be reviewed by ASTD CI, which reserves the right to determine in what manner to address issues, including the right to respond to complaints on a case-by-case basis. Because of item security, ASTD CI will not provide details about a test question itself.

Section 9: Exam Results Exam scores and information for interpreting your score are part of the computerized testing process and therefore reported immediately upon completion of the exam.


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Chapter 4 Work Product Project Deliverables

AOE 1: Designing Learning

AOE 2: Delivering Training

AOE 3: Improving Human Performance

AOE 4: Measuring and Evaluating

AOE 5: Facilitating Organizational Change

AOE 6: Managing the Learning Function


Chapter 4: Work Product Project Deliverables

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AOE 1: Designing Learning The following documentation must be included in your Designing Learning work product sample. Detailed information regarding the types of items you might want to include is listed below.

1. training analysis documentation 2. design documentation 3. curriculum or learning materials (90-minute segment only)

Training Analysis Documentation Your training analysis documentation can represent any of several types of learning events, for example an on-line course, a classroom session, or a self-paced workbook. You should include evidence that you have addressed the following:

data collection methodology data analysis recommendations conclusions

The following chart provides some helpful suggestions for evidence you might include.

Category Suggested Items Data collection methodology

Instrument(s) or tool(s)

Summary of how data was collected (focus groups, interviews, surveys, etc.)

Summary of who data was collected from

Summary of why collection methods were selected

Data analysis Summary of the data analysis for:

business need learning need performance requirements learning environment audience profile job or task affected

Recommendations Ways to adapt or modify the learning approaches to the target audience based on the data from the training analysis

Link of learning solution to strategic business objectives



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Category Suggested Items

Conclusions Comparison of the solution/intervention options considered

Cost-benefit analysis of various solution/intervention options

Risk analysis (constraints and issues) of various solution/intervention options

Design Documentation At a minimum the design documentation must contain the following:

project overview development timeline learning/performance objectives plan for evaluation topical outline identification of source content chosen delivery medium/media description of learning activities



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Curriculum or Learning Materials

(90-minute segment only)

IMPORTANT! The 90-minute segment may be part of a larger learning event; however, only submit the curriculum materials for the 90-minute segment.

The materials you provide will depend on the objectives and, in most cases, the delivery mode selected. The following chart lists the types of documents that you can submit:

Delivery Mode Example Outputs

Classroom training

Lesson plans

Trainers guide

Handouts

Learners workbook

Overheads

Supply list

On-the-job training

Task checklist

Handouts

Job aids

Learners workbook

Material/supply list

Self-instruction Learners workbook

Content for a CD-ROM for computer-based modules

List of reference materials

Storyboard for video

Script for audio

Web-based training

Content for a CD-ROM (Hard-copy content only. DO NOT submit the CD-ROM)

Storyboards

Scripts

Screen Shots



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AOE 2: Delivering Training Your Delivering Training work product must include a recording of a learning session in which you demonstrate competencies related to delivering and facilitating learning. You must submit both of the following:

1. A VHS videotape, CD, or DVD of a 20-minute instructor-led classroom or synchronous e-learning session from a single module.

2. A facilitators guide for the 20-minute session on the video, CD, or DVD.

As defined by CPLP guidelines, a learning session is a short segment within a longer learning event. One learning activity cannot serve as the entire learning session. The session may take place in a classroom or a web-based setting. The session must

be synchronous be instructor led involve six or more learners clearly show interaction between the facilitator and the learners clearly show learners at least at the beginning of the recording Media requirements and recording instructions are as follows. Media Requirements Media Requirements

Video cassette

Only VHS tapes in NTSC format that can be played on a standard player will be accepted.

CD

Windows Media Player Acceptable Format is required. Videos submitted on CD must be in either MPEG-1 (VCD) or AVI

formats.

DVD

Information must be supplied on DVD-R (DVD minus R) media. Recording must be viewable on a PC with DVD-playing software. DVDs cannot be plain media files and should be region free or region one

(North America).



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Media Requirements

Synchronous e-learning

Information must be provided in a format that will not require specialized software to view the recording.

A link to an external Website to view the lesson will not be accepted. Recordings of synchronous e-learning must capture both audio and

computer activity of the session. If the software used records instructor and learner audio directly, it is not

necessary to submit a video recording of the instructor. If the software used captures only the computer interaction, then a video

recording that contains the audio from the instructor and the learners, such as on the telephone, may be submitted.

Recording Instructions: The learning session must be recorded in the sequence in which it is presented.

The recording of the learning session may be paused a maximum of 3 times to exclude the recording of a non-facilitated segment. Examples of non-facilitated segments include exercises that learners complete independently and small group discussions.

The setup of the learning activity should be clearly established, and the learners should begin their task before the recording is paused (for example, the small group discussion is observable for 20-30 seconds).

The recording of the learning session should be resumed approximately 30 seconds prior to the end of the non-facilitated segment to illustrate all segment transitions.

Editing of the recorded learning session is not permitted. Editing is defined as the physical and/or digital splicing of multiple segments into a single tape.



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AOE 3: Improving Human Performance ASTD CI recognizes that several different solutions might be offered in the Improving Human Performance AOE. Therefore, explicit deliverables have not been prescribed to give candidates maximum flexibility. Below are some of the solutions that might be considered appropriate for CPLP work product submission:

1. performance plan 2. appraisal system 3. team intervention 4. coaching plan 5. 6-Sigma program 6. succession plan 4. offsite plan 7. training program 8. workspace/workplace redesign 9. Employee Performance Support System

The Improving Human Performance work product must address the mandatory documentation shown in the table below. Use the suggested items list for ideas on what to include. Please note that the suggested items are for guidance and not meant to be prescriptive.

Mandatory Documentation

Suggested Items

Inclusion of Stakeholders

Client proposal with stakeholder definitions and expectations Meeting notes or meeting summaries Presentations to board members or executive team Partnership contracts

Project plan Project plan Design plan including methodology Plan for implementation



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Mandatory Documentation

Suggested Items

Data collection tools and analysis

Survey findings Focus group summaries Interview results Data/performance analysis report Data collection plan Findings and recommendations

Solution and evaluation

Evaluation report Trended results data Findings and recommendations



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AOE 4: Measuring and Evaluating An appropriate Measuring and Evaluating work product is a report in which you have measured and evaluated at least one learning event. The competencies for this AOE revolve around the following:

1. Designing the research based on stakeholder needs 2. Gathering and analyzing the data 3. Preparing recommendations based on the analysis

The report must fully describe the evaluation project conducted. A meta-analysis, summary of others research, or a needs assessment is not acceptable.

Note: It is important that the evaluation focus on a learning event and not some other topic. If it addresses another topic, consider submitting in a different area.

A complete evaluation report often contains the components shown in the following table. Use the information in this table for guidance only; it is not meant to be prescriptive.

Items That Might Appear in a Measuring and Evaluating Report

Title Provide the title of the program or project you evaluated

Dates Provide the following dates: (1) the date you conducted the program or project, (2) the date you conducted the evaluation, and (3) the date you prepared the report.

Methodology or Strategy

Provide a full description of the methodology or the strategy you employed for the evaluation. This might include: evaluation objectives level(s) of evaluation measured (you may use either the Kirkpatrick four-

level or the Phillips five-level method) stakeholder involvement experimental design and rationale (including a description of the sample

size) data collection tool(s) used (attachments of example tools would be

referenced here) and how they were administered description of the business metrics collected and how you collected this

information, or the formula and the cost data used if you conducted a return-on-investment (ROI) analysis or benefit-cost ratio (BCR) timelines for the data collection, analysis, and reporting

discussion of the analysis conducted on the data, including statistical tests run and the rationale for using the tests



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Items That Might Appear in a Measuring and Evaluating Report

Methodology or Strategy

method for isolating the impact of the program if measured for performance or organizational impact

method to convert benefits to monetary value if measured for ROI or BCR method used to prepare the results for communication to stakeholders

Results Provide the results of the analysis, including tables, charts, or graphs that summarize and present the results in an easy-to-understand manner. Detailed data or raw data can be referenced as an appendix. Important items to include are: summarized (quantified) data. response rate areas of significance results of calculations significant comments, intangible benefits, or other qualified data

Conclusions State the conclusions for the project that you have derived from the results.

Recommendations (optional)

If you offered recommendations based on the conclusions, list them in this section.

Communication Discuss the way in which the evaluation results were communicated, to whom, and in what manner. Provide reactions to the presentations, if any.

Appendices You may or may not have appendices in your report, depending on the evaluation design. Appendices could include: data collection or ROI analysis plans questionnaires or surveys used interview reports measurement tools used data summary tables tables of data from individual regions or groups if they were combined in

the body of the report results of previous relevant studies.



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AOE 5: Facilitating Organizational Change Primary documents for Facilitating Organizational Change should address the following major categories.

1. initial contact or presenting issue 2. assessment/analysis 3. proposal/contract/plan/statement of work 4. facilitated action 5. results/measurement The table below contains the key points to be addressed by each of the major categories and some examples of the types of documents one might provide.

Category Required Documents Examples

Initial contact or presenting issue

Initial presenting condition or problem: What are they asking? What do they want? Who did they describe as being involved? Stakeholders position and/or department Your reply

Email RFP Notes from a conversation Letter/memo from client

Assessment/ Analysis

Data collection Methodology/analysis Questions asked/information gathered

Interview notes Surveys Company reports Data collection plan/schedule

Proposal/contract/ plan/statement of work

Scope of work Plan of action Resources needed Timeframe

Proposal Plan of work Contract Letters of agreement

Facilitated action Facilitator role Project oversight Continued involvement Supporting/shepherding Ensure goals/actions executed

Meeting agendas Project plan/project schedule Project review Updates Emails



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Category Required Documents Examples

Results/ Measurement

Follow-up assessment (goal attainment) Stakeholder involvement Management of the change project

Final report



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AOE 6: Managing the Learning Function Introduction Managing the Learning Function (MTLF) covers activities that range from leadership to managerial and from strategic to operational in nature. Accordingly, there are two work product tracks within MTLF. These are designed to give candidates maximum flexibility.

Track 1: This track is intended for someone who leads the learning function and is responsible for learning as a business or learning strategy. As an example, for this track, you might choose to submit a report that summarizes your role and key deliverables that you have produced as a learning leader. Or, you might submit a report and documentation related to a strategic initiative that you have led.

Track 2: This track is intended for someone who manages or oversees learning projects. The project could involve the development and/or implementation of a learning product or service. As an example, for this track, you might submit a report/ documentation and key deliverables for a learning project that you have managed.

Project Selection When picking your project, ask yourself: whats the difference between a MTLF and a Designing Learning work product submission? The main difference is that in Designing Learning, you must have actually designed and developed the materials you submit. If you submit under MTLF, you must have played a major role in overseeing the development or leading the learning function, but you do not have to develop the materials yourself. Thus, the focus is different. One involves more of a hands-on development or technical role, whereas the other involves more of a managerial or leadership role.

After deciding which area to submit in (whether it be MTLF or Designing Learning) and which track you want (track 1 or track 2), think about specific projects. Which specific projects might you choose? What tangible outputs/evidence might you submit?

Then ask yourself:

Could the project be completed successfully by someone who does not have competencies in MTL

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