Rev. 0: 02 July 02 Proprietary information. Copyright 1991-2002 Performance Technology Group, Inc. All rights reserved. 1

What’s the Objective?

"Human capital investments have come to be seen by many corporate executives as a source of competitive advantage, and research over the last 10 to 15 years confirms that this intuition is correct. . ."

"At the level of specific industries, lack of good data on intangibles and their contribution to productivity and performance may lead to a misallocation of resources, both within firms and between firms in the same industry."

Unseen Wealth: Report of the Brookings Task Force on Understanding Intangible Sources of Value, October 2000

Current approaches: fortune telling & fire fighting

• Provide a systematic, effective, and efficient method for ensuring successful engineering technology transfer.• Maximize the process to ensure that the right people get the right skills at the right time; to minimize and mitigate the impact of human performance and skill deficiency.

Rev. 0: 02 July 02 Proprietary information. Copyright 1991-2002 Performance Technology Group, Inc. All rights reserved. 2

C O M P A N YD IX IE W IR E

Roper Corporation

®

A Solution: The ETA Process• Equipment Task Analysis™ is proprietary process developed and exclusively

available from Performance Technology Group, Inc., Nashville TN.• ETA embodies a systematic approach to identifying human performance

requirements, training needs, individual job-qualification requirements, and solutions outside of training.

• ETA includes teaching tools, covering procedures and methods used to optimize the implementation of new or upgraded technology. It can also be applied to improve steady-state operations. Since the early 1990's, companies have used ETA to help them integrate new technology into the workplace, improve existing operations, and improve workforce performance.

Rev. 0: 02 July 02 Proprietary information. Copyright 1991-2002 Performance Technology Group, Inc. All rights reserved. 3

Key Elements of the ETA Process

Start

License materials (make customer-

specific)

License materials (make customer-

specific)

Select project & form advisory team

Select project & form advisory team

Identify potential ETA course leader(s)

Identify potential ETA course leader(s)

Select ETA team members

Select ETA team members

Train ETA team members & site

leader

Train ETA team members & site

leader

Analyze key, critical tasks (including

visual aids)

Analyze key, critical tasks (including

visual aids)

Select & train OJT trainers

Select & train OJT trainers

™

EquipmentEquipmentTaskTask

AnalysisAnalysis

Review & revise equipment-specific

materials

Review & revise equipment-specific

materials

Implement OJT

Implement OJT

Initiate continuous

improvement cycle

Initiate continuous

improvement cycle

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ETA Process MapStart Identify

DomainsIdentify Duty areas within each Domain

Identify & rate tasks within each Duty area

Analyze Tasks (starting with High

priority)

Input data & produce reports

Review & revise DRAFT task data

All targeted Tasks

analyzed?

DRAFT TASK MANUAL for

ReviewReview of data by Ops/Mfg experts

YESReview of data by QC experts

Review of data by Eng./Vendor /Design

experts

Incorporate "preferred practices" changes to

task data.

APPROVED TASK

MANUALTrain OJT

TrainersTrainers certify each

other on Tasks

Implement OJTStart continuous improvement /

data maintenance

NO

Feedback loop

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ETA Course Description• The purpose of Equipment Task Analysis™ (ETA)

training is to teach course participants how to analyze job activities for training and other job-related information.

• ETA will help individuals become better trainers and better trainees. Through the ETA process, shop personnel help define the training priorities for their area. Participants also learn how to write step-by-step procedures and determine the best methods for doing specific tasks.

™

EquipmentEquipmentTaskTask

AnalysisAnalysis

Rev. 0: 02 July 02 Proprietary information. Copyright 1991-2002 Performance Technology Group, Inc. All rights reserved. 6

ETA Delivery System

DELIVERY SYSTEM:• COURSE LENGTH Two days (8 hours @ day)

• COMBINATION SELF-PACED & GROUP WORK

Participants work on someassignments individually. Someassignments involve group work.

• COMBINATION OFCLASSROOM & SHOPTIME

Classroom time is used to readmaterials, compile information, anddiscuss findings. Shop floor time isspent collecting and verifying taskinformation. Participants will studyprocesses and equ ipment in theirareas. Participants will analyze tasksthey know how to do.

Rev. 0: 02 July 02 Proprietary information. Copyright 1991-2002 Performance Technology Group, Inc. All rights reserved. 7

Course Objectives• Skills to be Learned:

– Upon completion of ETA training, participants will be able to:

• DAY 1– Define the terms “Domain,” “Duty Area,” and “Task.”– Identify Duty areas and Tasks within your work area.– Prioritize tasks for training and documentation needs.

• DAY 2– Analyze Tasks for training information, for example:

» Why is the Task performed? When? How often?» How would a trainee know if the task has been done correctly?» What safety precautions are required?» What quality information must a person know? Are there specs?» What steps are required to do the task?» What tools / materials are needed?» What kind of illustrations would help a someone learn the task or

do the task more effectively?

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RolesManagement / Advisory Team:

Identify process areas to target for analysis; identify/select employees to participate in ETA training; provide information, resources, and time to support ETA team; remove barriers that might impede or inhibit ETA process; ensure that ETA process is seen as a management priority; ensure that ETA process becomes institutionalized; provide favorable consequences for ETA facilitators, team leaders, and teams.

ETA Facilitator:Division FacilitatorConduct 2-day ETA training sessions for site teams; monitor ETA site efforts and track progress; coach and help sites select areas for analysis; coach and help sites select site facilitators, team leaders, and ETA team members; establishes advisory team(s) and reports progress; coach site facilitators,; team leaders, and teams in task analysis techniques and methods; identify ways to streamline process.

Site FacilitatorEnsure ETA team members are able to perform the skills required to execute the ETA process: a) identify Duty areas, b) identify and rank Tasks, c) analyze Tasks; track team progress; coach teams in task analysis methods and techniques; help identify resources and/or materials for specific task information; coordinate inputting of Task analysis data received from teams; coordinate generating of reports back to teams for review; coordinate production of Task manuals for QC review and shop-floor use; start new ETA teams and conduct 2-day ETA training sessions for new team in conjunction with and approval from division facilitator.

Either type of facilitator can be certified to lead

OJT Trainer sessions for ETA teams and train

other OJT Trainer facilitators.

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Roles (cont'd)ETA Process-Team Leader:

Supervisor, Lead, or Process EngineerLeads a specific ETA area-team from start to finish; ensure that specific tasks are assigned and being analyzed; ensure team members attend weekly work sessions; lead weekly work sessions; help identify resources and/or materials for specific task information; make sure completed worksheets are reviewed before turning in for processing; make sure processed task data are reviewed and validated by team.

ETA Team:Identify Duty areas and Tasks; rate Tasks; analyze Tasks using Task Analysis Worksheet; design visual aids (job aids) to help support specific tasks; review and verify task data (e.g., through task walk-throughs); ensure that task processes developed reflect the most effective, most efficient, and safest methods; ensure that task methods become the “company” way; identify task process improvements. Members of this team become candidates for OJT Trainer certification.Notes: A cross-functional team of approx. 3-6 people (hourly & salaried) will be formed for each Domain / process area. Team will meet for 2 consecutive days for ETA training. Thereafter, team will meet twice @ week, 2 hrs. @ meeting, for a period ranging from 4 -10 weeks.

Rev. 0: 02 July 02 Proprietary information. Copyright 1991-2002 Performance Technology Group, Inc. All rights reserved. 10

Typical Structure

ETA Division or Site Facilitator (Train Teams, Certify Other Course Leaders, etc.)

Process Area Process Area

ETA Team

Leader

ETA Team

Member

ETA Team

Member

ETA Team

Member

ETA Team

Member

ETA Team

Member

ETA Team

Member ETA Team

Leader

ETA Team

Member

ETA Team

Member

ETA Team

Member

ETA Team

Member

ETA Team

Member

ETA Team

Member

Advisory Team(s)There may be one Advisory Team for several processes or one team for each process. Members may serve on more than one team at a time.

The same applies to the ETA teams.

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OJT TrainerCourse Description

The OJT Trainers Workshop normally takes 7-8 hours to complete and consists of thefollowing units. The units will be completed in the sequence listed below.

Module No. Topic Unit Description

1 Orientation Classroom; Instructor-led

2 Structure of Training Manuals Classroom; Individual & Group Practice

3 Role of the Trainer Classroom; Individual & Group Practice

4 Apply Two-Step OJT Process Classroom; Shop Practice / Simulations

5 Prepare Training Plan Classroom; Individual & Group Practice

At the conclusion of this training it is expected that you will understand:• structure of the training manuals.

• how to use the various components included in the manuals.

• how to conduct effective task demonstrations.

This course will help you:• better understand your role as a trainer.

• be a role model and motivator for trainees.

• provide positive feedback to trainees.

• serve as a technical support person for trainees.OJT TRAINER's GUIDE

TM

Rev. 0: 02 July 02 Proprietary information. Copyright 1991-2002 Performance Technology Group, Inc. All rights reserved. 12

Services Provided• License materials

– Customized, company-specific examples and processes

– Materials available to be purchased by certified company facilitator

• Facilitate formation of teams (including development of charter and roles)

• Train & certify personnel in ETA process– Company-wide ETA leader / facilitator

and / or site leader / facilitator– Team members

• OJT Trainer™ Workshop (train ETA team members and others to be OJT Trainers; certify a facilitator)

• Process consulting and materials development support (as needed, negotiated basis)

OJT TRAINERS GUIDETM

Rev. 0: 02 July 02 Proprietary information. Copyright 1991-2002 Performance Technology Group, Inc. All rights reserved. 13

Work Plan• License ETA materials (customize materials, support tools, etc.,); requires

some on-site time to gather company-specific information to include in material; draft set of material will be used for ETA session 1; material will be revised and updated to reflect information gathered in session 1 for materials used in session 2. Additional revisions will be made to generate materials for session 3 and final version of custom materials.

• Facilitate formation of one advisory team, one ETA team, including development of team charters, facilitating advisory team progress reviews and helping monitor ETA team progress

• Certify either a site or division (company-wide) ETA facilitator(s)– 3-step process, with individualized coaching / mentoring

• Attends as participant for session 1• Assistant course leader for session 2• Principal course leader (under observation) session 3

• Train up to 30 individuals in ETA skillsNOTE: This action included with facilitator certification; three sessions, up to 10 participants per session, plus 1 - 2 facilitator candidate(s)

• Conduct one OJT trainer session (up to 10 participants plus one facilitator to be trained) and certify one OJT Trainer facilitator (ETA leader in training or already certified); materials used in this workshop will be customized for and licensed to customer.

• [Optional] Provide process consulting support on a "pay as you go" basis; e.g., data entry and storage strategies; advisory / ETA team formation & team building guidance; team dynamics problem solving; OJT implementation coaching / guidance; develop visual aids; facilitate teams, audit process, etc.

Vision

Strategy

Tactics

Execution

Copyright Performance Technology Group, Inc.1986-2001

Rev. 0: 02 July 02 Proprietary information. Copyright 1991-2002 Performance Technology Group, Inc. All rights reserved. 14

SummaryTypical Products & Services

License ETA & OJT Trainer materials ETA Session 1 ETA Session 2 ETA Session 3

OJT Trainer session (1)

* Costing provided on a customized, customer-specific basis

Optional services: process consulting / coaching / assistance (time & materials basis)

Costs for ETA& OJT Trainer sessions include all participant course materials, facilitator materials, instructor fees, and all travel-related costs for sessions conducted within 100 miles of Nashville (may be additional fees assessed for reimbursement of out-of-pocket transportation costs for distances >100 miles)

Customer provides training facility equipped with LCD and / or overhead projector, screen, flipcharts, and refreshments.

Certified ETA facilitator is authorized to purchase ETA and OJT Trainer materials:- ETA participant manual @ $89.00 per manual- ETA leader manual cost @ $195.00 per manual / CD ROM- OJT Trainer participant manual @ $45.00 per manual- OJT Trainer facilitator's manual @ $125.00 per manual / CD ROMprices subject to change without notice; custom-priced bundled packages are avaialble

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About Performance Technology Group• Located in Nashville TN• In business since 1986• Our niche: optimizing human capital through the application of human

performance technology

1210 Seventh Avenue North * Nashville, TN 37208-2606 * (615) 244-2022 * Fax 2023

PERFORMANCE TECHNOLOGY GROUP, INC.

www.performancetechnology.com

TDS TASK DATA SYSTEMwww.tdspro.net

OJT TRAINER's GUIDETM

Rev. 0: 02 July 02 Proprietary information. Copyright 1991-2002 Performance Technology Group, Inc. All rights reserved. 16

ETA ParticipantEvaluationOne companyCourse manager B. StetarN=137

N= 137Scale = 1-5

AVG. COURSE MTLS4.2 1. HOW DO COURSE MATERIALS RATE?

4.1 2. READABILITY?

4.3 3. PRACTICE OPPORTUNITIES?

4.2 4. MET YOUR EXPECTATIONS?

4.0 5. ADD'L RESOURCES/REFERENCE HELPFUL?

4.5 6. REFERENCE MTLS. READILY AVAILABLE?

4.2 7. PROGRAM CONTENT?

4.3 8. VALUE OF TRAINING?

4.6 9. RECOMMEND COURSE TO COLLEAGUE?

AVERAGE RATING PER PERSON4.3 COURSE MTLS • OVERALL RATING

COURSE MGR4.7 1. As an instructor. . .4.5 2. As a motivator. . .4.6 3. As a manager. . .4.7 4. As a counsellor. . .

AVERAGE RATING PER PERSON4.6 COURSE MGR • OVERALL RATING4.4 OVERALL RATING • ALL CATEGORIES