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Stepping Quickly Through the PACT Processes for Training/ Learning/ Knowledge Management 3 levels of Predictable ISD Instructional Systems Design ©2007 EPPIC Inc.
Stepping Quickly Through the
PACT Processesfor Training/ Learning/ Knowledge Management
3 levels of Predictable ISDInstructional Systems Design
©2007 EPPIC Inc.
3 levels of Predictable ISD in terms of costs, schedules and quality
©2007 EPPIC Inc.
©2007 EPPIC Inc.
3 levels of ISD
and common Analysis philosophies, tools and templates
and common Project Planning & Management philosophies, tools and templates
Easier to learn, master and coach
Easier to plan, monitor and manage©2007 EPPIC Inc.
PACT
©2007 EPPIC Inc.
CAD
Key Outputs
©2007 EPPIC Inc.
CAD Phase 1
In Phase 1: Project Planning & Kick-off, the project manager and the Project Steering Team plan the Curriculum Architecture Design project. Interviews are conducted, a Project Plan is drafted, and a Project Steering Team is assembled.
The Project Steering Team conducts its first gate review meeting. Gate review meetings involve customers and key stakeholders and are held to review project progress, check work products, and provide approvals for further action. The first gate review meeting is to
• Review and sanction the project.• Modify the Project Plan or put the project on “temporary hold.” • Cancel the project if it doesn’t meet a priority business need.
In this phase, the Project Steering Team handpicks members of the Analysis Team.
©2007 EPPIC Inc.
CAD Phase 2
In Curriculum Architecture Design Phase 2: Analysis, target audience data is gathered and preparations and logistics for the Analysis Team meeting are coordinated.
During the Analysis Team meeting, the team generates the Performance Model and the Knowledge/Skill Matrix data.
After the Analysis Team meeting, existing T&D is assessed to see how that training addresses needs identified in the Performance Model and Knowledge/Skill Matrix.
All of the analysis activities are documented in an Analysis Report. The project manager and analyst present the report to the Project Steering Team during the Phase 2 gate review meeting. During the gate review meeting, the Project Steering Team verifies and approves the findings, or changes them as necessary.
©2007 EPPIC Inc.
CAD Phase 3
In Curriculum Architecture Design Phase 3: Design, the project manager and designer begin by preparing for the CAD design efforts. Then a Design Team meeting is conducted.
In the Design Team meeting, all of the potential modules of the architecture are identified, classified, and numbered. The team combines these modules into T&D Events and constructs T&D Paths for learners― sequences of events appropriate for target audiences.
The results are compiled in a Design Document and formally presented to the Project Steering Team, which reviews these at the gate review meeting.
©2007 EPPIC Inc.
CAD Phase 4
In Curriculum Architecture Design Phase 4: Implementation Planning, an Implementation Planning Team is formed. This team prioritizes the gap T&D Events and Modules. Modules of highest priority will be developed using the Modular Curriculum Development PACT Process or some other ISD process.
In parallel, development cost heuristics are developed and applied to forecast the cost implications of implementing the CAD’s top priorities.
The final priorities and cost implications are then presented to the Project Steering Team for review and reaction.
In some projects, the Project Steering Team performs the Implementation Planning Team’s “prioritization of gaps” function during the Phase 3 gate review and during Phase 4 is asked to “macroplan” their development/acquisition.
©2007 EPPIC Inc.
1:Many -- CAD:MCD/IAD
MCD Phase 1
Phase 1 in Modular Curriculum Development, Project Planning & Kick-off, is like Phase 1 in the Curriculum Architecture Design process.
The project is planned, and a Project Steering Team of customers and key stakeholders is assembled to
• Review and sanction the project. • Modify or cancel the project as business needs dictate. • Handpick Analysis Team members.
©2007 EPPIC Inc.
MCD Phase 2
During Phase 2: Analysis, target audience data is gathered and preparations and logistics for the Analysis Team meeting are coordinated.
If the Modular Curriculum Development project follows a Curriculum Architecture Design project, the CAD data is validated and an Analysis Team meeting is conducted to generate more detail for the Performance Model and Knowledge/Skill Matrices.
After the Analysis Team meeting, all relevant existing training is assessed to see if it fits the training needs documented in the Performance Model and Knowledge/Skill Matrices. This data is then documented in an Analysis Report, which is presented during the Project Steering Team gate review meeting for Phase 2. The analysis data must be approved in that meeting before the Design Phase begins.
©2007 EPPIC Inc.
MCD Phase 3
During the third phase of Modular Curriculum Development, Design, modules are designed at a level appropriate to the project’s scope. With the Design Team’s assistance, Event and Module Maps are produced. These maps are visually sequenced versions of the specs.
The Event and Module Maps are further refined into Lesson Specs and Maps, and then into Activity Specs (the last level of design detail).
All Phase 3 outputs are encapsulated in a Design Document and a presentation. The design and presentation are reviewed by the Project Steering Team during the gate review meeting following this phase.
©2007 EPPIC Inc.
MCD Phase 4
The fourth phase of Modular Curriculum Development is Development/Acquisition. ISD developers work with a team of master performers and other subject matter experts to draft and refine the content of the materials. Or, team members may use the documentation from Phase 3 to acquire training materials that fit the curriculum design.
Regardless of the deployment method chosen for the content, the designs are followed very closely as the instructional materials evolve.Instructional materials developed during this phase might include pilot-test versions of
• Participant/learner materials • Instructor/facilitator materials • Administrator materials • Media masters • Application exercise materials • Evaluation materials • Marketing materials
Miscellaneous ISD departmental reports may also be developed during this phase.
©2007 EPPIC Inc.
MCD Phase 5
Phase 5 of the Modular Curriculum Development effort is the Pilot Test. Instructors, facilitators, and administrators prepare materials and themselves to conduct the pilot test.
As part of the preparation, the learning experience is described to managers of pilot participants. The managers are also informed of any postpilot activities that must be completed to ensure successful transfer of knowledge and skills to the actual job.
During the pilot-test session, written and verbal evaluations are collected and debriefings are conducted. After the session, the feedback is assessed and revision recommendations are generated for consideration by the Project Steering Team. The Project Steering Team may accept, modify, or reject the revision recommendations. The final results constitute the revision specifications used in the final phase of a Modular Curriculum Development project: Revision & Release.
©2007 EPPIC Inc.
MCD Phase 6
The sixth phase of a Modular Curriculum Development project is Revision & Release.
The revision specifications approved by the Project Steering Team in Phase 5 determine the final updates required of all of the materials.
After revision, master materials are stored for duplication, assembly, and deployment.
©2007 EPPIC Inc.
AnalysisAnalysis
TeamTeamAnalysisAnalysis
TeamTeamDesignDesignTeamTeam
DesignDesignTeamTeam
Development Development
TeamTeamDevelopment Development
TeamTeamPilotPilot--Test Test
TeamTeamPilotPilot--Test Test
TeamTeam
ProjectProjectProject
Steering Steering
TeamTeam
ProjectProjectProject
Steering Steering
TeamTeam
ProjectProjectProject
Steering Steering
TeamTeam
Collaborating Work Teams work for the
Project Steering Team
©2007 EPPIC Inc.
Beneficial Results of the PACT Processes
PACT brings “enough control” to the processes of ISD – Instructional Systems Design
©2007 EPPIC Inc.
PACT begins with the end in mind
regarding
the organization of performance-based content:
Information & Instruction enabling the
process workflow
Analysis Data Drives ContentInformation & Instruction for the Workflow
©2007 EPPIC Inc.
Geary A. Rummler from the Performance Design Lab says, “If you want to ground your fantasy of a ‘corporate university’ with the reality of a sound ‘engineering’ approach to instructional systems that will provide results, you should learn about the PACT Processes. If you are the leader of, or a serious participant in, the design and implementation of a large-scale corporate curriculum, then this book is for you. This system could be the difference between achieving bottom-line results with your training or being just another ‘little red school house.’ ”
Miki Lane, senior partner at MVM The Communications Group says, “lean-ISD takes all of the theory, books, courses, and pseudo job aids that are currently on the market about Instructional Systems Design and blows them out of the water. Previous ‘systems’ approach books showed a lot of big boxes and diagrams, which were supposed to help the reader become proficient in the design process. Here is a book that actually includes all of the information that fell through the cracks of other ISD training materials and shows you the way to actually get from one step to another. Guy adds all of the caveats and tips he has learned in more than 20 years of ISD practice and sprinkles them as job aids and stories throughout the book. However, the most critical part of the book for me was that Guy included the project and people management elements of ISD in the book. Too often, ISD models and materials forget that we are working with real people in getting the work done. This book helps explain and illustrate best practices in ensuring success in ISD projects.”
Book cover design by Geary A. Rummler
Recipient: ISPI 2002 Award of Excellence for Outstanding Instructional
Communications
Guy W WallaceCertified Performance Technologist
President, EPPIC Inc.
Author of the PACT Processes
Author of other books, chapters and numerous articles
Contact:
[email protected] www.eppic.biz
Some of Guy’s books, newsletters and external columns
Guy’s short and full professional biographies, covering over 250 client projects for 44 Fortune 500 firms and many others from 1982 until today can be reviewed and downloaded
as a PDF from the EPPIC web site at:
www.eppic.biz
Guy’s Client Listings – 1982 to 20082000—TodayAbbott Laboratories, AMS, Eli Lilly, Fireman’s Fund Insurance, General Motors, GTE, Johnson Controls, NASCO, NAVAIR, NAVSEA, Norfolk Naval Shipyard, Siemens Building Technologies, and Verizon. 1990—1999Abbott Laboratories, ALCOA, ALCOA Labs, Alyeska Pipeline Services Company, American Management Systems, Amoco, AT&T Network Systems, Bandag, Bank of America, Baxter, Bellcore-Tech, British Petroleum-America, Burroughs, CCH, Data General, Detroit Ball Bearing, Digital Equipment Company, Discover Card, Dow Chemical, EDS, Eli Lilly, Ford, General Dynamics, General Motors, H&R Block, HP, Illinois Bell, Imperial Bondware, MCC Powers, NCR, Novacor, Occidental Petroleum Labs, Spartan Stores, Sphinx Pharmaceuticals, Square D Company, and Valuemetrics. 1982—1989ALCOA, ALCOA Labs, Ameritech, Amoco, Arthur Anderson, AT&T Communications, AT&T Microelectronics, AT&T Network Systems, Baxter, Burroughs, Channel Gas Industries/Tenneco, Dow Chemical, Exxon, Ford, General Dynamics, HP, Illinois Bell, MCC Powers, Motorola, Multigraphics, NASA, Northern Telecom,Northern Trust Bank, and Westinghouse Defense Electronics.
Project Overviews for each project are available at www.eppic.biz in “About EPPIC” and in Guy’s Professional Bio pdf
Clients listed in “Blue” = multiple project customer
