-CAD · 2010. 7. 6. · Curriculum Architecture Design Guy W. Wallace, CPT – EPPIC Inc. ©2003...

EPPIC Inc.Achieve Peak Performance

EPPIC Inc.EPPIC Inc.Achieve Peak Performance

www.eppic.biz

to protect and improve the enterprise

performance-basedCurriculum Architecture Design

- CAD -May 18, 2004

Prepared for: CACI

Prepared by: Guy W. Wallace, CPT

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



PACT Processes for T&Dand learning/knowledge management

erformance-basedcceleratedustomer-/Stakeholder-drivenraining & DevelopmentSM

PACT

©2002 EPPIC, Inc.

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

CAD is a

systems engineering/

architectureISD design process for the

T&D/learning/Knowledge

Management product line




PACT = Instructional Systems Design

PACT, n.

1. “A formal

agreement; a

bargain”

Source: The

American

Heritage

Dictionary of

the English

Language

ISD Suppliers ISD Customers

PACT PACT is structured Team effortis structured Team effort




Guy W. Wallace’s

CAD Experience…since 1982

73 CAD Projects to-date:� Including 22 Management CADS

• Norfolk Naval Shipyard – Production Supervisors and Zone Managers 2003

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

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

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

1997• Bandag - Dealer Operations

Management 1996• AT&T Network Systems – Contract

Management 1994• Spartan Stores – HQ Management & Staff

1993• Abbott Laboratories –

Product/Sales/Marketing Management1993

• Commerce Clearing House – Sales & Sales Management 1993

• AT&T Network Systems – Product Management update 1992

• Detroit Ball Bearing – Field Sales Managers1992

• Digital Equipment Company – Program Management 1991

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

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

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

Project specifics available at www.eppic.biz




Curriculum Architecture Design

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

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

“lean-ISD”

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




4 Phase CAD Project

ImplementationPlanning

Project Planning & Kick-off

Analysis Design

CAD Phase 1

©2002 EPPIC, Inc.

CAD Phase 2 CAD Phase 3 CAD Phase 4

• Common process for performance-based ISD -Instructional Systems Design

• Common ISD and project management tools and templates

• Predictable output quality, cycle times, and costs




Key CAD Outputs by Phase

Analysis PhaseAnalysis Phase

Implementation Implementation PhasePhase

KickKick--off Phase off Phase

Performance Model Job: A

Performance Model Job: B

Performance Model Job: C

Performance Model Job: D

Target Audience

Data Job: A

Target Audience

Data Job: B

Target Audience

Data Job: C

Target Audience

Data Job: D

Knowledge/ Skill Matrix

Existing T&D

Assess-ments

T&DModule Specs

T&D ModuleInventory Framework

T&DEvent Specs

T&D Path for a Job/Job Family

Individual T&D Planning Guide

Design PhaseDesign Phase

©2002 EPPIC, Inc.

Gap Priorities

Project Plan

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




Individual T&D Planning Guide

T&D Event Title

1

1

1

1

1

1

T&DEvent

Number

LearningCyclePhase

EmployeeNeeds forSpecific

Assignment��

Priority forEmployee’s

DevelopmentH/M/L

EmployeeNeeds

T&D��

T&D Eventsto be

Scheduled��

ActualCompletion

DatesMM/Q/YY

PlannedCompletion

DatesMM/Q/YY

©1999 CADDI, Inc.

TMC Orientation

TMC Policies andProcedures

TMC ManagementProcesses

Laws, Regulations,and Codes Impactinga TMC Store

TMC Field Operations

TMC Inventory ControlSystems User Skills

04

32

02

29

05

20

TMC StoresIndividual T&D Planning GuideEmployee Name John Smith

Store Manager Karen Jones

� � H � 4/1 4/15

� � H

� � M

� � H � 5/1 5/10

T&D Event Title

1

1

1

1

1

1

T&DEvent

Number

LearningCyclePhase


Assignment��


DevelopmentH/M/L

EmployeeNeeds

T&D��

T&D Eventsto be

Scheduled��

ActualCompletion

DatesMM/Q/YY

PlannedCompletion

DatesMM/Q/YY

©1999 CADDI, Inc.

TMC Orientation






04

32

02

29

05

20



� � H � 4/1 4/15

� � H

� � M

� � H � 5/1 5/10

T&D Event Title

1

1

1

1

1

1

T&DEvent

Number

LearningCyclePhase


Assignment��


DevelopmentH/M/L

EmployeeNeeds

T&D��

T&D Eventsto be

Scheduled��

ActualCompletion

DatesMM/Q/YY

PlannedCompletion

DatesMM/Q/YY

©2002 EPPIC, Inc.

TMC Orientation






04

32

02

29

05

20



� � H � 4/1 4/15

� � H

� � M

� � H � 5/1 5/10

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

* Often facilitated by an LMS/LCMS




T&D Event

T&D EventT&D Event

T&D EventT&D Event

T&D Module

CAD products for the Customer

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

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

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

T&D PathT&D Path

TMC Store ManagerTMC

Phase 1 Phase 2 Phase 3




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

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

Eve nt TitleTra in in g Eve nt A va ila b ility

� = Fu lly A va ila b le� = Pa rtia lly A va ila b le , b e ing

re v ise d o r und er d e ve lop m e nt� = Una va ila b le

C o d e Key :

D e live ry M ethodG P = G roup -p a c edSP = Se lf-p a c edC = C oa c h ed

Pa rtic ip a tion Re q uire m e nt

M = M a nd a to ry – b y c om p a ny p o lic y a nd /o r b y gove rn ing re g ula tion

H R = H ig h ly re com m e n d e d – re p re sen ts a c rit ic a l e na b ler fo r h ig h p e rfo rm a n ce a nd should b e strong ly con sid e re d if the in d iv id u a l d oe s n ot p osse ss th is kn ow le d g e /sk ill se t a nd ha s b e e n a ssessed a s re q uired fo r c urren t a n d fu ture a ss ig nm en ts

E = E le c tive – re p re se nts a re q uire d kno w le d g e /sk ill e na b le r (a n d ha s b e en a sse sse d a s n on c ritic a l re la tive to a ll othe rs)

Event N um b e r

De livery M e thodLe ng th

A vailab ility S ta tus

Pa rtic ip atio nReq uirem ent

D ep loy me ntP la tfo rm

Pre testA va ilab ility

Pre re qu isite s

N ew to th eC om p an y

T& D Event04 ��

TM C O rie nta tion

S-O JT8 H o urs

E

C

Pre te st N o t A va ilab le N o Pre re quis ite Re quire d

T&D Event29 ��

Law s, Re gula tio ns, and C od esIm p acting a TM C Sto re

S-O JT8 H ou rs

E

C

Pre te st N o t A va ilab le N o Pre re qu is ite Re qu ire d

Im m ed ia te Su rv iva lSk ills fo r th e N ewM a na ger

T& D Event17 ��

TM C In ve ntory C o ntro l System sUser Skills

G ro u p-pa c ed4 H o urs

E

G P

Pre test N o t A va ilab le N o Pre re quis ite Re quire d

Im m edia teD evelopm ent fo r A llM an ag ers

T&D Event14 ��

C oa ching fo r Lo ng-te rmPerfo rm anc e Im provem e nt

G ro up -p ac e d8 H o u rs

H P

G P


A dvan cedD eve lop m ent fo r A llM a na gers

T& D Eve nt43 ��

Sto re La yo ut a nd D e sign

G ro up -p a ce d16 H ou rs

E

G P

Pre te st N o t A vailab le N o Pre re qu is ite Re qu ire d

T& D Pa thTM C Sto re M a n a g e r

TM CC u rricu lu m A rc h ite c tu re D esig n

T& D Event02 ��

TM C M an age m ent P roc esses

S-O JT8 H o urs

E

C


T&D Event05 ��

Basic Rea din g and W riting Skills


E

G P


T& D Event20 ��

C o ndu cting In ve ntory C o unts


E

G P



Basic Step s in the H iring P ro ce ss

G ro up -p a ce d8 H o urs

E

G P


T&D Event19 ��

N ego tia tin g w ith N e w V e ndo rs

G ro up -p ac e d8 H o urs

E

G P



Sup erv ising M ultip le Lo cations

S-O JT12 H ou rs

E

C


N ew to the Fu nction :M a na gem en t

��

T&D Event12Basic S te ps in the H irin g Proc ess

G ro up-pa c e d8 H o urs

E

G P

Pre te st N o t A va ilab le N o Pre re qu isite Re qu ired

Eve nt TitleTra in in g Eve nt A va ila b ility

� = Fu lly A va ila b le� = Pa rtia lly A va ila b le , b e ing

re v ise d o r und er d e ve lop m e nt� = Una va ila b le

C o d e Key :

D e live ry M ethodG P = G roup -p a c edSP = Se lf-p a c edC = C oa c h ed

Pa rtic ip a tion Re q uire m e nt

M = M a nd a to ry – b y c om p a ny p o lic y a nd /o r b y gove rn ing re g ula tion

H R = H ig h ly re com m e n d e d – re p re sen ts a c rit ic a l e na b ler fo r h ig h p e rfo rm a n ce a nd should b e strong ly con sid e re d if the in d iv id u a l d oe s n ot p osse ss th is kn ow le d g e /sk ill se t a nd ha s b e e n a ssessed a s re q uired fo r c urren t a n d fu ture a ss ig nm en ts

E = E le c tive – re p re se nts a re q uire d kno w le d g e /sk ill e na b le r (a n d ha s b e en a sse sse d a s n on c ritic a l re la tive to a ll othe rs)

Event N um b e r

De livery M e thodLe ng th

A vailab ility S ta tus

Pa rtic ip atio nReq uirem ent

D ep loy me ntP la tfo rm

Pre testA va ilab ility

Pre re qu isite s

N ew to th eC om p an y

T& D Event04 ��

TM C O rie nta tion

S-O JT8 H o urs

E

C


T&D Event29 ��

Law s, Re gula tio ns, and C od esIm p acting a TM C Sto re

S-O JT8 H ou rs

E

C


Im m ed ia te Su rv iva lSk ills fo r th e N ewM a na ger

T& D Event17 ��

TM C In ve ntory C o ntro l System sUser Skills


E

G P


Im m edia teD evelopm ent fo r A llM an ag ers

T&D Event14 ��

C oa ching fo r Lo ng-te rmPerfo rm anc e Im provem e nt


H P

G P


A dvan cedD eve lop m ent fo r A llM a na gers


Sto re La yo ut a nd D e sign

G ro up -p a ce d16 H ou rs

E

G P


T& D Pa thTM C Sto re M a n a g e r

TM CC u rricu lu m A rc h ite c tu re D esig n

T& D Event02 ��

TM C M an age m ent P roc esses

S-O JT8 H o urs

E

C


T&D Event05 ��

Basic Rea din g and W riting Skills


E

G P


T& D Event20 ��

C o ndu cting In ve ntory C o unts


E

G P



Basic Step s in the H iring P ro ce ss

G ro up -p a ce d8 H o urs

E

G P


T&D Event19 ��

N ego tia tin g w ith N e w V e ndo rs

G ro up -p ac e d8 H o urs

E

G P



Sup erv ising M ultip le Lo cations

S-O JT12 H ou rs

E

C


N ew to the Fu nction :M a na gem en t

��

T&D Event12Basic S te ps in the H irin g Proc ess

G ro up-pa c e d8 H o urs

E

G P

Pre te st N o t A va ilab le N o Pre re qu isite Re qu ired

Event TitleTraining Event Availability

� = Fully Available� = Partially Available, being

revised or under development� = Unavailable

Code Key:

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

Participation Requirement

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

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

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

Event Number

Delivery MethodLength

Availability Status

ParticipationRequirement

DeploymentPlatform

PretestAvailability

Prerequisites

New to theCompany

T&D Event04 ��

TMC Orientation

S-OJT8 HoursEC

Pretest Not Available No Prerequisite Required

T&D Event29 ��

Laws, Regulations, and CodesImpacting a TMC Store

S-OJT8 HoursEC


Immediate SurvivalSkills for the NewManager

T&D Event17 ��

TMC Inventory Control SystemsUser Skills

Group-paced4 HoursE

GPPretest Not Available No Prerequisite Required

ImmediateDevelopment for AllManagers

T&D Event14 ��

Coaching for Long-termPerformance Improvement

Group-paced8 HoursHPGP


AdvancedDevelopment for AllManagers

T&D Event43 ��

Store Layout and Design

Group-paced16 HoursE


T&D PathTMC Store Manager

TMCCurriculum Architecture Design

T&D Event02 ��

TMC Management Processes

S-OJT8 HoursEC


T&D Event05 ��Basic Reading and Writing Skills

Group-paced8 HoursE


T&D Event20 ��Conducting Inventory Counts

Group-paced4 HoursE


T&D Event12 ��

Basic Steps in the Hiring Process

Group-paced8 HoursE


T&D Event19 ��

Negotiating with New Vendors

Group-paced8 HoursE


T&D Event03 ��

Supervising Multiple Locations

S-OJT12 HoursEC


New to the Function:Management

��

T&D Event12Basic Steps in the Hiring Process

Group-paced8 HoursE


To the next phase of T&D




CAD products for the Supplier

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

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

Existing T&D Assessments

Tier 1- Orientations

Tier 2- Task Overview

Tier 3- Enabling A/K/S

Tier 4- How-to: for Multiple Target Audiences

Tier 5- How-to: for Single Target Audiences

5 Tier T&D Module Inventory

T&D Event

T&D EventT&D Event

T&D EventT&D Event

T&D Module

ETAETA

ETAETA

ETA

T&D EventT&D Event

T&D Event

Think SKUs and subassemblies and raw goods in a warehouse




Event SpecFront

Availability Status�� = Fully available

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

�� = Needs to be developed

Learning EnvironmentGroup-paced — Two or more

learners and a trainer

Self-paced — Individual learner

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

Module #Modules are in numeric order

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

©2002 EPPIC, Inc.

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

� Awareness � Knowledge � Skill

T&D EventSpecification Sheet

TMC StoresCURRICULUM ARCHITECTURE DESIGN

Event # Event Title AvailabilityStatus

Fully AvailablePartially AvailableNot Available

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

� Continued on next page

Notes


T&D Paths

Learning Environment

Deployment Platform(s)� S-OJT* (A)

- Coach� S-OJT* (B)

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

Predominant Delivery Strategy

� Videotape� Audiotape� Satellite/Distance Learning� CBT� Performance Aid� Other

Estimated Length( 25%)+

� Hours 4� Pages� Other

Volatility

� High� Medium� Low

Implementation Priority

� High � Medium � Lowof

Make/Buy

� Make� Buy–Use As Is� Buy–Modify

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

Module # – Module Title Est . Length Availability

� Group-paced � Self-paced � Coached

Page 1

Depth of Coverage

TMC Inventory Control Systems User Skills20

� 1. District Manager� 2. Store Manager

� 3. Assistant Manager

� 4. Clerk

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

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




Module Spec

Availability Status= Fully available= Some source material is

available or one of several existing courses needs to be selected

= Needs to be developed

Module #Modules are in numeric order

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

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

©2002 EPPIC, Inc.

Front

Preliminary Content Listing (Not All-inclusive)


Notes


T&D Paths

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

T&D ModuleSpecification Sheet

TMC StoresTraining ResourcesCURRICULUM ARCHITECTURE DESIGN

� Awareness � Knowledge � Skill

Module # Module Title AvailabilityStatus

Fully AvailablePartially AvailableNot Available

Learning Environment

Deployment Platform(s)

� S-OJT* (A)- Coach

� S-OJT* (B)- Certified Coach

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

Predominant Delivery Strategy

� Videotape� Audiotape� Satellite/Distance Learning� CBT� Performance Aid� Other

Estimated Length( 25%)+

� Hours 2� Pages� Other

Volatility

� High� Medium� Low

Implementation Priority

� High � Medium � Lowof

Make/Buy

� Make� Buy–Use As Is� Buy–Modify

� Group-paced � Self-paced � Coached

Depth of Coverage

3-133-0101 TMC Inventory Control Systems User Skills

�1.District Manager�2.Store Manager�3.Assistant

Manager�4. Clerk

•Overview

•System components

•Menu structure

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

•Sources for help

•Basic functions

-Receiving goods

-Adjusting for damage

Learning EnvironmentGroup-paced —Two or more

learners and a trainer

Self-paced — Individual learner

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




CAD – Phase 1

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

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

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

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

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

ImplementationPlanningAnalysis Design

Project Project Planning Planning & Kick& Kick--offoff

CAD Phase 1

©2002 EPPIC, Inc.





CAD – Phase 2

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

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

Key OutputsKey Outputs ––

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

Matrix, 4-Existing T&D Assessment)� Phase 2 Project Steering Team Gate Review Review Presentation� PST Decision:

� Kill Project –or– Modify Project –or– Defer Project –or– Sanction Project Continuation



AnalysisAnalysis Design

CAD Phase 1

©2002 EPPIC, Inc.





CAD – Phase 3

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

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

Key OutputsKey Outputs ––A CAD Design Document including high-level design specifications for�T&D Path(s) �T&D Module Specifications�T&D Event Specifications�T&D Module Inventory Framework�Individual T&D Planning Guide(s)



Analysis DesignDesign

CAD Phase 1

©2002 EPPIC, Inc.





CAD – Phase 4

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

Modules and Events

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

Modules and Events

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

ImplementationImplementationPlanningPlanning


Analysis Design

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

©2002 EPPIC, Inc.




CADs leads to Multiple MCD Projects

One CAD ProjectOne CAD Project

Leads to Many MCD/IAD ProjectsLeads to Many MCD/IAD Projects



Analysis Design

CAD Phase 1

©2002 EPPIC, Inc.


Analysis DesignProject

Planning & Kick-off

MCD Phase 1 MCD Phase 2 MCD Phase 3

Revision & Release

MCD Phase 6

Development/Acquisition Pilot Test

MCD Phase 4 MCD Phase 5

©2002 EPPIC, Inc.

Systems engineering of the instructional system…

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




Potential CAD Deployment Platforms

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

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

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

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

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

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




Analysis Efforts

©2002 EPPIC, Inc.

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

TMC - The Most Convenient StoresStore ManagementPerformance Model

Area of Performance:

• Key Outputs- Measures Key Tasks

Probable GapCause(s)

dEdKdI

Roles/Responsibilities1 2 3 4

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

value

Role: 1 =2 =3 =4 =

TypicalPerformance Gaps

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

A. Staff Recruiting, Selection, and Training

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

• New staff hired- Timely- Qualified

•Identify need for additional staff and complete internal paperwork

•Create and place local ads

•Select candidates for interviewing

•Interview and select candidates for offer

•Make hiring offer(s)

•Complete paperwork to fill the position

� �

�

�

�

�

�

•Too few candidates

•Poor choice

•Poor recruiting

•Local economy

•Neglect to check references

•References do not provide key information

dK

dE

dK

dE




Performance Model

Key TasksDescribes the key activities needed to produce the outputs

Roles/ResponsibilitiesClarifies who is typically responsible for performing the tasks

DeficiencydE=EnvironmentdK=Knowledge/skilldI=Individual

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

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

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

©2002 EPPIC, Inc.

TMC - The Most Convenient StoresStore ManagementPerformance Model

Area of Performance:

• Key Outputs- Measures Key Tasks

Probable GapCause(s)

dEdKdI

Roles/Responsibilities1 2 3 4

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

value

Role: 1 =2 =3 =4 =

TypicalPerformance Gaps


A. Staff Recruiting, Selection, and Training

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

• New staff hired- Timely- Qualified

•Identify need for additional staff and complete internal paperwork

•Create and place local ads

•Select candidates for interviewing

•Interview and select candidates for offer

•Make hiring offer(s)

•Complete paperwork to fill the position

� �

�

�

�

�

�

•Too few candidates

•Poor choice

•Poor recruiting

•Local economy

•Neglect to check references

•References do not provide key information

dK

dE

dK

dE

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




Systematically derive the enabling K/S from the Performance Model

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




AoP 6AoP 5

AoP 4AoP 3

AoP 2AoP 1

AoPs1 2 3 4

5 6 7

Performance Model

Knowledge/Skill Matrices

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

(Criticality, Difficulty, Volatility, Depth)

©2002 EPPIC, Inc.





K/S ItemIdentifies the discrete knowledge or skill item

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

VolatilityRanks how often and significantly the knowledge or skill will change

DifficultyRanks how difficult theitem is to learn

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

DepthThe level to which any training & development needs to go

©2002 EPPIC, Inc.

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

TMC - The Most Convenient StoresStore Manager

Knowledge/Skill Matrix


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

and TrainingB = Work SchedulingC =Progressive DisciplineD =Store Operations

Link to Area of Performance DepthA/K/S

Knowledge/Skill Category: 1. Company Policies/Procedures

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

CriticalityH/M/L

VolatilityH/M/L

DifficultyH/M/L

Criticality/Difficulty/VolatilityH = HighM = MediumL = Low

Depth of CoverageA = AwarenessK = KnowledgeS = Skill

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

Financial Management

•EEO

•Affirmative action•Vacation and day-off

policy•Discipline policy

•Suspension procedure

•Store hours policy•Credit card sales

procedure•New hire orientation

procedure

X

X

X

X

X

X

X X X

X

X

X X X X

X X

X

T

T

T

T

T

T

T

T

H

H

H

H

H

H

H

L

M

M

M

H

L

L

L

L

L

L

L

L

L

L

L

L

K

K

K

K

K

K

K

K

The enabling K/S Competencies required for Mastery Performance




K/S Categories*The Enabling Knowledge/Skill Competencies


Category: Records/ReportsCategory: Tools/Equipment

Category: XYZCategory: TMC

• Typical categories – these vary from project to project

** Already documented in the Performance Model

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

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

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

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

©2002 EPPIC, Inc.




Existing T&D Assessments for potential Use/Modification

Primary Delivery MethodPrimary methods/media used in the training

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

ProviderResource responsible for delivery (may be internal or external)

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

Course Owner/ContactInternal resource for registration and/or information

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

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

©2002 EPPIC, Inc.

TMC Stores

Number: Title: Provider:Course Description

Primary Delivery Method:

GP – Group-paced� � � � Classroom� � � � Lab

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

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

Special Requirements for Delivery

� � � � Equipment� � � � Facility� � � � Instructor� � � � License Requirement� � � � Other

�� Yes �� No

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

�� Include as Is �� Use as Source:

�� Materials Attached (e.g., course description)

�� Do not use

�� Continued on Side Two

Notes:

Enabling Knowledge/Skill Items:

Class Size:

� � � � > 20� � � � 10 – 20� � � � < 10� � � � Other

Depth/Level:

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

� � � � All engineers��

� � � � Other� � � � Other

Course Owner/Contact:

Copyright Owner:

Licensing Agreement:

Phone:

Length:

�� Hrs. �� Pgs

Schedule/Frequency:

Existing T&DAssessment

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

TMC Stores

Number: Title: Provider:Course Description

Primary Delivery Method:

GP – Group-paced� � � � Classroom� � � � Lab

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

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

Special Requirements for Delivery

� � � � Equipment� � � � Facility� � � � Instructor� � � � License Requirement� � � � Other

�� Yes �� No

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

�� Include as Is �� Use as Source:

�� Materials Attached (e.g., course description)

�� Do not use

�� Continued on Side Two

Notes:

Enabling Knowledge/Skill Items:

Class Size:

� � � � > 20� � � � 10 – 20� � � � < 10� � � � Other

Depth/Level:

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

� � � � All engineers��

� � � � Other� � � � Other

Course Owner/Contact:

Copyright Owner:

Licensing Agreement:

Phone:

Length:

�� Hrs. �� Pgs

Schedule/Frequency:

Existing T&DAssessment

REPRODUCTION WITHOUT WRITTEN AUTHORIZATION IS STRICTLY PROHIBITE D Page 1

Interviewing Skills10342

Salvages prior investments in T&D




Design Efforts

2

Beginning Middle End

Accumulate K/Ss into K/S Modules,

then cluster Modules into Events, and then finalize The

Events sequence on the T&D Path

Training Design Arena for the T&D Path

“Place”“Use as is &

Modify” relative to the PM-derived Modules

they enable

Performance Model derived Items

Existing T&D

Events/ Modules

1 3 4

PerformanceModel

ModuleModule

K/SM Data

Place Enabling

K/S

©2002 EPPIC, Inc.

Existing T&D

Events/ Modules

ETAs

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

PM Data

Specs & Path

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




CAD CAD Phase 1Phase 1

Gate ReviewGate ReviewPresentationPresentation

CADCADPhase 2Phase 2


CAD CAD Phase 3Phase 3


CADCADPhase 4Phase 4


CAD Phases-Outputs-Teams Summary

Key Outputs

Project Teams* and Estimated Time Burdens

* of customers and stakeholdersand Master Performers

Phases & Gate Reviews

•••• Task/Plan/Schedule •••• Cost/Price

CAD CAD Implementation Implementation

PlanPlan

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

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

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

Project Steering

Team

©2002 EPPIC, Inc.

CAD CAD Design Design

DocumentDocument

CAD CAD Analysis Analysis ReportReport

CAD CAD Project Project

PlanPlan

Project Steering

Team

1/2 day

Project Steering

Team

1 day

Project Steering

Team

1 day

Project Steering

Team

1/2 day

AnalysisTeam

2–4 days

DesignTeam

2–4 days

Implementation

Planning Team

1–2 days



Analysis Design

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




Additional Utilities of the Analysis Data

Target Audience

Data

Target Audience

Data

Performance Model

Performance Model

Knowledge/Skill

Matrices

Knowledge/Skill

Matrices

Existing T&D Assessment

Existing T&D Assessment

Process Analysis

Organization Design

Staffing

Training and Development

Appraisal

Compensation & Benefits

Rewards and Recognition

� Deficiency Analysis for Process Improvement

� Recruiting/selection systems design� Succession planning systems design

� Training systems design

� Performance Management/Appraisal systems design

� Pay for skills systems design

� Other systems design

©2002 EPPIC, Inc.

� Job/Organization design

Analysis Data Also Used for Targeting EPPIEnterprise Process Performance Improvement

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

�Awareness, knowledge, skills�Physical attributes�Psychological attributes�Intellectual attributes�Values

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

33-- The Environmental Asset EnablersThe Environmental Asset EnablersThe environment provides several types of enabling assets for the humans to use while performing the job; these include�Data/Information�Materials/Supplies�Tools/Equipment�Facilities/Grounds�Budget/Headcount�Culture/Consequences

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

C

S

L

C

S

L

C

S

L

C

S

L

C

S

L

C

S

L

C

S

L

Performance Model

<=Process

Map

Lead

ersh

ip

Syst

ems

& Pr

oces

ses

Cor

e Sy

stem

s &

Proc

esse

s

Supp

ort

Syst

ems

& Pr

oces

ses

Attributes/Values

Knowledge/Skills

Human Asset Requirements

Environmental Asset Requirements

Facilities/Grounds

Tools/Equipment

Materials/Supplies

Data/Information

Budget/Headcount

Culture/Consequences

Role1

Process Map View Performance Model ViewArea of Performance:

KeyOutputs

KeyTasks

Roles/Responsibilities1 2 3 4 5

TypicalPerf. Gaps

Prob. GapCause

dEdKdI

Role:

Area of Performance:Key

OutputsKey

TasksRoles/Responsibilities1 2 3 4 5

TypicalPerf. Gaps

Prob. GapCause

dEdKdI

Role:

Role2

Role3

Role4

Role5

<=

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

-CAD · 2010. 7. 6. · Curriculum Architecture Design Guy W. Wallace, CPT – EPPIC Inc. ©2003...

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Transcript of -CAD · 2010. 7. 6. · Curriculum Architecture Design Guy W. Wallace, CPT – EPPIC Inc. ©2003...