The Dynamic Principles of Human Performance Technology - Presentation Transcript
The Dynamic Principles of
Human Performance
Technology
Joanne Rein
Member
Key Principles of HPT
• What are the key
principles of HPT
human
performance
technology (HPT)?
? ? ? ?
Key Principles of HPT
• What are the key
principles of HPT
human
performance
technology (HPT)?
Focus
on
Results ? ? ?
Key Principles of HPT
• What are the key
principles of HPT
human
performance
technology (HPT)?
Focus Take
On
Results
Systems
Viewpoint ? ?
Key Principles of HPT
• What are the key
principles of HPT
human
performance
technology (HPT)?
Focus Take
on
Results
Systems
Viewpoint
Add
Value ?
Key Principles of HPT
• What are the key
principles of HPT
human
performance
technology (HPT)?
Focus Take
Add Establish
on Systems
Value Partnerships
Results Viewpoint
Key Principles of HPT
• Focus on results
– Customize intervention
• Take systems viewpoint
– Consider all aspects
• Add value
– Make a difference
• Establish partnerships
– Communicate
Key Principles of HPT
• Focus on results
– Customize intervention
• Take systems viewpoint
– Consider all aspects
• Add value
– Make a difference
• Establish partnerships
– Communicate
Key Principles of HPT
• Focus on results
– Customize intervention
• Take systems viewpoint
– Consider all aspects
• Add value
– Make a difference
• Establish partnerships
– Communicate
Key Principles of HPT
• Focus on results
– Customize intervention
• Take systems viewpoint
– Consider all aspects
• Add value
– Make a difference
• Establish partnerships
– Communicate
HPT Dynamics
• Systematic process
– Nonlinear
– Diverse
• Systems approach
– Organizational setting
– Individual requirements
HPT Dynamics
• Systematic process
– Nonlinear
– Diverse
• Systems approach
– Organizational setting
– Individual requirements
HPT Dynamics
• Dynamic principles
– Sytematic process
– Systems approach
• Focus on results
• Take systems viewpoint
• Add value
• Establish partnership
HPT Dynamics
• Dynamic principles
– Sytematic process
– Systems approach
• Focus on results
• Take systems viewpoint
• Add value
• Establish partnerships
HPT Dynamics
• Dynamic principles
– Sytematic process
– Systems approach
• Focus on results
• Take systems viewpoint
• Add value
• Establish partnerships
HPT Dynamics
• Dynamic principles
– Sytematic process
– Systems approach
• Focus on results
• Take systems viewpoint
• Add value
• Establish partnerships
HPT Dynamics
• Dynamic principles
– Sytematic process
– Systems approach
• Focus on results
• Take systems viewpoint
• Add value
• Establish partnerships
Key Principles of HPT
• Focus on results
• Take systems viewpoint
• Add value
• Establish partnerships
Results-driven
• How do HPT
professionals focus Results
on results?
? ?
Results-driven
• How do HPT
professionals focus on Results
results?
– Link HPT to business
• Needs
• Goals
Needs ?
Results-driven
• How do HPT
professionals focus on Results
results?
– Link HPT to business
• Needs
• Goals
Needs Goals
Results-driven
• More than one
viewpoint
– All-inclusive
• Forward-looking
• Individualized
application of
principles
Results-driven
• More than one
viewpoint
– All-inclusive
• Forward-looking
• Individualized
application of
principles
Results-driven
• More than one
1
viewpoint
– All-inclusive
• Forward-looking
• Individualized
application of
principles
3 2
Key Principles of HPT
• Focus on results
• Take systems viewpoint
• Add value
• Establish partnerships
Systems Viewpoint
• What does a
systems viewpoint System
take into
consideration?
? ? ?
Systems Viewpoint
• What does a
systems viewpoint System
take into
consideration?
– Worker
– Process
– Organization
Worker ? ?
Systems Viewpoint
• What does a
systems viewpoint System
take into
consideration?
– Worker
– Process
– Organization
Worker Process ?
Systems Viewpoint
• What does a
systems viewpoint System
take into
consideration?
– Worker
– Process
– Organization
Worker Process Organization
Key Principles of HPT
• Focus on results
• Take systems viewpoint
• Add value
• Establish partnerships
Value-added Solutions
• What is a value- Before HPT
added solution? Solution
Value-added Solutions
• What is a value- Before HPT
added solution? Solution
After HPT
– Add value to the Solution
organization
• Make a difference
Value-added Solutions
• What is a value- Before HPT
added solution? Solution
After HPT
– Add value to the Solution
organization
• Make a difference
Value-added Solutions
• Customized assessment of human
performance
• Not pre-packaged business productivity
solutions
Key Principles of HPT
• Focus on results
• Take systems viewpoint
• Add value
• Establish partnerships
Partnerships
• What partnerships
are effective in Partnerships
HPT?
? ?
Partnerships
• What partnerships
are effective in Partnerships
HPT?
– Clients
– Other HPI
professionals
Clients ?
Partnerships
• What partnerships
are effective in Partnerships
HPT?
– Clients
– Other HPI
professionals
Other HPI
Clients Professionals
HPT Dynamics
• How is HPT
a systematic process?
• How is HPT
a systems approach?
HPT Dynamics
Systematic Process
HPT Body of Knowledge Grounded Theory
Tiered hierarchically Tiered hierarchically
Accessed as needed Accessed as needed
Searched systematically Applied systematically
HPT Dynamics
Systematic Process
HPT Body of Knowledge Grounded Theory
Tiered hierarchically Tiered hierarchically
Accessed as needed Accessed as needed
Searched systematically Applied systematically
HPT Dynamics
• Tiered hierarchically
Canon
Canon
Peer-reviewed
Peer-reviewed
Everything Else
HPT Body of Knowledge Grounded Theory
HPT Dynamics
Systematic Process
HPT Body of Knowledge Grounded Theory
Tiered hierarchically Tiered hierarchically
Accessed as needed Accessed as needed
Searched systematically Applied systematically
HPT Dynamics
• Accessed as needed
Canon
Peer-reviewed Canon
Peer- Everything
reviewed Else
HPT Body of Knowledge Grounded Theory
HPT Dynamics
Systematic Process
HPT Body of Knowledge Grounded Theory
Tiered hierarchically Tiered hierarchically
Accessed as needed Accessed as needed
Searched systematically Applied systematically
HPT Dynamics
• HPT body of
knowledge Canon
Everything
Else
– Searched
systematically Peer-
reviewed
• Grounded theory
– Applied
systematically
Peer-
Canon
reviewed
HPT Dynamics
• How is HPT
a systematic process?
• How is HPT
a systems approach?
HPT Dynamics
• Take systems
viewpoint ?
– Provide
comprehensive
analysis Comprehensive
Analysis
? ?
HPT Dynamics
• Take systems
viewpoint Organization
– Provide
comprehensive
analysis Comprehensive
Analysis
• Organization
• Process ? ?
• Worker
HPT Dynamics
• Take systems
viewpoint Organization
– Provide
comprehensive
analysis Comprehensive
Analysis
• Organization
• Process ? Process
• Worker
HPT Dynamics
• Take systems
viewpoint Organization
– Provide
comprehensive
analysis Comprehensive
Analysis
• Organization
• Process Worker Process
• Worker
HPT Dynamics
• Systematic process
• Systems approach
HPT Dynamics
• Systematic process
• Systems approach
HPT Dynamics
• HPT mindset
– Systematic process
• Micro analysis
– Systems approach
• Macro analysis
The Nine Performance Variables
The 3 Levels of The 3 Performance Needs
Performance Goals Design Management
Organization
Organization Level Organization Goals Organization Design
Management
Process Level Process Goals Process Design Process Management
Job/Performer
Job Goals Job Design Job Management
Level
Table 1. The Nine Performance Variables. Rummler, G. A. & Brache, A. P. (1995). Improving performance; How to manage the white space on the organization chart (2nd ed.)
San Francisco: Jossey-Bass.
The Nine Performance Variables
The 3 Levels of The 3 Performance Needs
Performance Goals Design Management
Organization
Organization Level Organization Goals Organization Design
Management
Process Level Process Goals Process Design Process Management
Job/Performer
Job Goals Job Design Job Management
Level
Table 1. The Nine Performance Variables. Rummler, G. A. & Brache, A. P. (1995). Improving performance; How to manage the white space on the organization chart (2nd ed.)
San Francisco: Jossey-Bass.
The Nine Performance Variables
The 3 Levels of The 3 Performance Needs
Performance Goals Design Management
Organization
Organization Level Organization Goals Organization Design
Management
Process Level Process Goals Process Design Process Management
Job/Performer
Job Goals Job Design Job Management
Level
Table 1. The Nine Performance Variables. Rummler, G. A. & Brache, A. P. (1995). Improving performance; How to manage the white space on the organization chart (2nd ed.)
San Francisco: Jossey-Bass.
The Nine Boxes Model
Goals Design Management
Strategy, Operating Organization Performance Review
Organization Plans, & Metrics Structure & Overall Practices &
Business Model Management Culture
Customer & Business Process Design, Process Ownership,
Requirements Systems Design, & Process
Process Workspace Design Management, &
Continuous
Improvement
Job Specifications, Job Roles And Performance
Performance Metrics, Responsibilities, Skill Feedback,
Performer & Individual Requirements, Consequences,
Development Plans Procedures, Tools, & Coaching, & Support
Training
Table 2. The Nine Boxes Model. Rummler-Brache Group (n.d.). Improving business processes, strategies and capabilities. Retrieved November 26, 2008, from
http://www.rummler-brache.com/the-nine-boxes-model
The Nine Boxes Model
Goals Design Management
Strategy, Operating Organization Performance Review
Organization Plans, & Metrics Structure & Overall Practices &
Business Model Management Culture
Customer & Business Process Design, Process Ownership,
Requirements Systems Design, & Process
Process Workspace Design Management, &
Continuous
Improvement
Job Specifications, Job Roles And Performance
Performance Metrics, Responsibilities, Skill Feedback,
Performer & Individual Requirements, Consequences,
Development Plans Procedures, Tools, & Coaching, & Support
Training
Table 2. The Nine Boxes Model. Rummler-Brache Group (n.d.). Improving business processes, strategies and capabilities. Retrieved November 26, 2008, from
http://www.rummler-brache.com/the-nine-boxes-model
The Nine Boxes Model
Goals Design Management
Strategy, Operating Organization Performance Review
Organization Plans, & Metrics Structure & Overall Practices &
Business Model Management Culture
Customer & Business Process Design, Process Ownership,
Requirements Systems Design, & Process
Process Workspace Design Management, &
Continuous
Improvement
Job Specifications, Job Roles And Performance
Performance Metrics, Responsibilities, Skill Feedback,
Performer & Individual Requirements, Consequences,
Development Plans Procedures, Tools, & Coaching, & Support
Training
Table 2. The Nine Boxes Model. Rummler-Brache Group (n.d.). Improving business processes, strategies and capabilities. Retrieved November 26, 2008, from
http://www.rummler-brache.com/the-nine-boxes-model
The 4 Levels of Performance
Intervention Tools (Design &
Level Performance Unit of Analysis (System)
Technology)
• Business Performance System (Condition,
• Business Design: Vision Design, Innovation
Input, Process, Output, Feedback, &
Design, Mergers, & Acquisitions
Work Business Consequence)
• Business Technology: Market Opportunity
Environment Performance • System Variables: Brand Value, Product Or
Analysis, Future Research & Simulation, &
Service Positioning, Market Strategy, Vision
Positioning & Promotion Strategy
& Mission, & So On
• Organization Performance System • Organization Design: Culture Change,
(Condition, Input, Process, Output, Workplace Design, & Restructuring
Organization
Workplace Feedback, & Consequence) • Organizational Technology: Organizational
Performance
• System Variables: Organizational Development, Financial Management, &
Structure, Culture, & Ergonomics Communities of Practice
• Process Design: Electronic Performance
• Process Performance System (Condition,
Support Systems, Reengineering, &
Input, Process, Output, Feedback, &
Process Outsourcing
Work Process Consequence)
Performance • Process Technology: Process Mapping,
• System Variables: Communication, Supply
Knowledge Management, & Financial
Chain, & Production
Accounting
• Human Performance System (Condition, • Leadership Design: Mental Model, Capacity
Input, Process, Output, Feedback, & Building, & Incentive System
Human
Worker Consequence) • Leadership Technology: Training, Job Aid,
Performance
• System Variables: Skills, Knowledge, Performance Appraisal, Leadership
Competency, Motivation, & Leadership Development, Career Consulting, & Mentoring
Table 3. The Four Levels of Performance Framework. Jang, H. Y. (2008). Reconsidering human performance technology [Electronic version]. Performance improvement, 47(6),
29. DOI: 10.1002/pfi.20006.
The 4 Levels of Performance
Intervention Tools (Design &
Level Performance Unit of Analysis (System)
Technology)
• Business Performance System (Condition,
• Business Design: Vision Design, Innovation
Input, Process, Output, Feedback, &
Design, Mergers, & Acquisitions
Work Business Consequence)
• Business Technology: Market Opportunity
Environment Performance • System Variables: Brand Value, Product Or
Analysis, Future Research & Simulation, &
Service Positioning, Market Strategy, Vision
Positioning & Promotion Strategy
& Mission, & So On
• Organization Performance System • Organization Design: Culture Change,
(Condition, Input, Process, Output, Workplace Design, & Restructuring
Organization
Workplace Feedback, & Consequence) • Organizational Technology: Organizational
Performance
• System Variables: Organizational Development, Financial Management, &
Structure, Culture, & Ergonomics Communities of Practice
• Process Design: Electronic Performance
• Process Performance System (Condition,
Support Systems, Reengineering, &
Input, Process, Output, Feedback, &
Process Outsourcing
Work Process Consequence)
Performance • Process Technology: Process Mapping,
• System Variables: Communication, Supply
Knowledge Management, & Financial
Chain, & Production
Accounting
• Human Performance System (Condition, • Leadership Design: Mental Model, Capacity
Input, Process, Output, Feedback, & Building, & Incentive System
Human
Worker Consequence) • Leadership Technology: Training, Job Aid,
Performance
• System Variables: Skills, Knowledge, Performance Appraisal, Leadership
Competency, Motivation, & Leadership Development, Career Consulting, & Mentoring
Table 3. The Four Levels of Performance Framework. Jang, H. Y. (2008). Reconsidering human performance technology [Electronic version]. Performance improvement, 47(6),
29. DOI: 10.1002/pfi.20006.
The 4 Levels of Performance
Intervention Tools (Design &
Level Performance Unit of Analysis (System)
Technology)
• Business Performance System (Condition,
• Business Design: Vision Design, Innovation
Input, Process, Output, Feedback, &
Design, Mergers, & Acquisitions
Work Business Consequence)
• Business Technology: Market Opportunity
Environment Performance • System Variables: Brand Value, Product Or
Analysis, Future Research & Simulation, &
Service Positioning, Market Strategy, Vision
Positioning & Promotion Strategy
& Mission, & So On
• Organization Performance System • Organization Design: Culture Change,
(Condition, Input, Process, Output, Workplace Design, & Restructuring
Organization
Workplace Feedback, & Consequence) • Organizational Technology: Organizational
Performance
• System Variables: Organizational Development, Financial Management, &
Structure, Culture, & Ergonomics Communities of Practice
• Process Design: Electronic Performance
• Process Performance System (Condition,
Support Systems, Reengineering, &
Input, Process, Output, Feedback, &
Process Outsourcing
Work Process Consequence)
Performance • Process Technology: Process Mapping,
• System Variables: Communication, Supply
Knowledge Management, & Financial
Chain, & Production
Accounting
• Human Performance System (Condition, • Leadership Design: Mental Model, Capacity
Input, Process, Output, Feedback, & Building, & Incentive System
Human
Worker Consequence) • Leadership Technology: Training, Job Aid,
Performance
• System Variables: Skills, Knowledge, Performance Appraisal, Leadership
Competency, Motivation, & Leadership Development, Career Consulting, & Mentoring
Table 3. The Four Levels of Performance Framework. Jang, H. Y. (2008). Reconsidering human performance technology [Electronic version]. Performance improvement, 47(6),
29. DOI: 10.1002/pfi.20006.
The 4 Levels of Performance
Intervention Tools (Design &
Level Performance Unit of Analysis (System)
Technology)
• Business Performance System (Condition,
• Business Design: Vision Design, Innovation
Input, Process, Output, Feedback, &
Design, Mergers, & Acquisitions
Work Business Consequence)
• Business Technology: Market Opportunity
Environment Performance • System Variables: Brand Value, Product Or
Analysis, Future Research & Simulation, &
Service Positioning, Market Strategy, Vision
Positioning & Promotion Strategy
& Mission, & So On
• Organization Performance System • Organization Design: Culture Change,
(Condition, Input, Process, Output, Workplace Design, & Restructuring
Organization
Workplace Feedback, & Consequence) • Organizational Technology: Organizational
Performance
• System Variables: Organizational Development, Financial Management, &
Structure, Culture, & Ergonomics Communities of Practice
• Process Design: Electronic Performance
• Process Performance System (Condition,
Support Systems, Reengineering, &
Input, Process, Output, Feedback, &
Process Outsourcing
Work Process Consequence)
Performance • Process Technology: Process Mapping,
• System Variables: Communication, Supply
Knowledge Management, & Financial
Chain, & Production
Accounting
• Human Performance System (Condition, • Leadership Design: Mental Model, Capacity
Input, Process, Output, Feedback, & Building, & Incentive System
Human
Worker Consequence) • Leadership Technology: Training, Job Aid,
Performance
• System Variables: Skills, Knowledge, Performance Appraisal, Leadership
Competency, Motivation, & Leadership Development, Career Consulting, & Mentoring
Table 3. The Four Levels of Performance Framework. Jang, H. Y. (2008). Reconsidering human performance technology [Electronic version]. Performance improvement, 47(6),
29. DOI: 10.1002/pfi.20006.
The Organizational Scan
Condition Process Outcomes
Strategy, Structure Systems Organizational Results
Mission, strategy Degree of centralization Satisfaction of investors
External business drivers Consistency of operations Satisfaction of societal
Organization Level Functional grouping Flexibility stakeholders
Budget/decision authority Measures of success
Goal alignment with mission
Climate Practices Performance Requirements Motivation, Feedback
Company values, individual Skills, knowledge Satisfaction of employees
values Job aids/references Frequency, timing, form
People Level Management/leadership Selection Rewards and recognition
practices Conference Expectations
Team norms
Ethics, integrity
Environment, Resources Methods Products, Services
Physical environment Allocation of functions Satisfaction of customers
Tools, materials, information Processes, procedures Productivity levels
Work Level Support personnel/services Work flow Standards/criteria
Accessibility of resources Duplication/gaps Quality of product delivery
Workload, demands
Table 4. Organizational Scan. Tosti, D., & Jackson, S. D. (1997). The organizational scan. Performance Improvement, 36(10), 22-26.
The Organizational Scan
Condition Process Outcomes
Strategy, Structure Systems Organizational Results
Mission, strategy Degree of centralization Satisfaction of investors
External business drivers Consistency of operations Satisfaction of societal
Organization Level Functional grouping Flexibility stakeholders
Budget/decision authority Measures of success
Goal alignment with mission
Climate Practices Performance Requirements Motivation, Feedback
Company values, individual Skills, knowledge Satisfaction of employees
values Job aids/references Frequency, timing, form
People Level Management/leadership Selection Rewards and recognition
practices Conference Expectations
Team norms
Ethics, integrity
Environment, Resources Methods Products, Services
Physical environment Allocation of functions Satisfaction of customers
Tools, materials, information Processes, procedures Productivity levels
Work Level Support personnel/services Work flow Standards/criteria
Accessibility of resources Duplication/gaps Quality of product delivery
Workload, demands
Table 4. Organizational Scan. Tosti, D., & Jackson, S. D. (1997). The organizational scan. Performance Improvement, 36(10), 22-26.
The Organizational Scan
Condition Process Outcomes
Strategy, Structure Systems Organizational Results
Mission, strategy Degree of centralization Satisfaction of investors
External business drivers Consistency of operations Satisfaction of societal
Organization Level Functional grouping Flexibility stakeholders
Budget/decision authority Measures of success
Goal alignment with mission
Climate Practices Performance Requirements Motivation, Feedback
Company values, individual Skills, knowledge Satisfaction of employees
values Job aids/references Frequency, timing, form
People Level Management/leadership Selection Rewards and recognition
practices Conference Expectations
Team norms
Ethics, integrity
Environment, Resources Methods Products, Services
Physical environment Allocation of functions Satisfaction of customers
Tools, materials, information Processes, procedures Productivity levels
Work Level Support personnel/services Work flow Standards/criteria
Accessibility of resources Duplication/gaps Quality of product delivery
Workload, demands
Table 4. Organizational Scan. Tosti, D., & Jackson, S. D. (1997). The organizational scan. Performance Improvement, 36(10), 22-26.
Summary
“One sign of a vibrant and healthy
discipline is the ability to tap into new
developments, innovate, and also capture
insights from other fields. . .The last
decade has seen a tremendous expansion
in the number of performance consultants
as well as new ways in which the
performance field has evolved”
Joe Willmore
Summary
• Key principles of HPT
– Focus on results
– Take systems Focus
on
Take
Systems
viewpoint Results Viewpoint
– Add value
– Establish partnerships
• HPT dynamics
– Systematic process
Establish Add
– Systems approach Partnerships Value
Summary
• Key principles of HPT
– Focus on results
– Take systems Focus
on
Take
Systems
viewpoint Results Viewpoint
– Add value
– Establish partnerships
• HPT dynamics
– Systematic process
Establish Add
– Systems approach Partnerships Value
Summary
• Key principles of HPT
– Focus on results
– Take systems Focus
on
Take
Systems
viewpoint Results Viewpoint
– Add value
– Establish partnerships
• HPT dynamics
– Systematic process
Establish Add
– Systems approach Partnerships Value
Summary
• Key principles of HPT
– Focus on results
– Take systems Focus
on
Take
Systems
viewpoint Results Viewpoint
– Add value
– Establish partnerships
• HPT dynamics
– Systematic process
Establish Add
– Systems approach Partnerships Value
Summary
• Key principles of HPT
– Focus on results
– Take systems Focus
on
Take
Systems
viewpoint Results Viewpoint
– Add value
– Establish partnerships
• HPT dynamics
– Systematic process
Establish Add
– Systems approach Partnerships Value
Summary
• Key principles of HPT
– Focus on results
– Take systems Focus
on
Take
Systems
viewpoint Results Viewpoint
– Add value
– Establish partnerships
• HPT dynamics
– Systematic process
Establish Add
– Systems approach Partnerships Value
Summary
• Key principles of HPT
– Focus on results
– Take systems Focus
on
Take
Systems
viewpoint Results Viewpoint
– Add value
– Establish partnerships
• HPT dynamics
– Systematic process
Establish Add
– Systems approach Partnerships Value
Summary
• Key principles of HPT
– Focus on results
– Take systems Focus
on
Take
Systems
viewpoint Results Viewpoint
– Add value
– Establish partnerships
• HPT dynamics
– Systematic process
Establish Add
– Systems approach Partnerships Value
References
Addison, R. M., & Haig, C. (2006). The
performance architect’s essential guide to the
performance technology landscape. In J. A.
Pershing (Ed.). Handbook of human
performance technology: Principles, practices,
and potential (3rd ed.). San Francisco: Pfeiffer.
Jang, H. Y. (2008). Reconsidering human
performance technology [Electronic version].
Performance improvement, 47(6), 26. DOI:
10.1002/pfi.20006.
References
Rummler, G. A., & Brache, A. P. (1995).
Improving performance; How to manage
the white space on the organization chart
(2nd ed.) San Francisco: Jossey-Bass.
Rummler-Brache Group (n.d.). Improving
business processes, strategies and
capabilities. Retrieved November 26,
2008, from
http://www.rummler-brache.com/the-nine-boxe
References
Tosti, D., & Jackson, S. D. (1997). The
organizational scan. Performance
Improvement, 36(10), 22-26.
Willmore, J. (2008). The evolution of human
performance improvement. In Biech (Ed.),
Handbook for Workplace Learning
Professionals (pp. 33-46). ASTD Press.
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