Lean-ISD Guy W Wallace at ISPI 2001

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Master Series Presentation 2001 ISPI

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  • Lean-ISD Guy W Wallace at ISPI 2001

    1. 1. lean- ISD SM ISPI 2001 Conference Masters Series Presentation April 11, 2001 P-1021 ISPI Conference San Francisco, April 2001 Presented by: Guy W. Wallace Partner CADDI, Inc. 11-2008 Guy W. Wallace is now at EPPIC Inc. www.eppic.biz CADDI, Inc. 175 Jackson Avenue Suite 215 Naperville, IL 60540 Phone. (630) 355-9800 Fax. (630) 355-9818 [email_address] Curriculum Architecture Design & Development Institute, Inc. CADDI CADDI.com
    2. 2. Preface <ul><li>John Swinney, our outgoing Society president, asked me to tell our story about the PACT SM Processes for T&D in this masters series . . . </li></ul>
    3. 3. Our Claim <ul><li>lean- ISD via our PACT Processes for T&D </li></ul><ul><ul><li>Ensures a “performance orientation” to all training and development (T&D) content and better posttraining capability to both “know” and “do” </li></ul></ul>Over the past two decades, my CADDI partner Pete Hybert, I, and others at CADDI have “reduced to practice” many of the prevailing concepts/models/methods of ISD. <ul><ul><li>“ Chunks” content to facilitate reuse when appropriate and to reduce both first and life-cycle costs </li></ul></ul><ul><ul><ul><li>Development </li></ul></ul></ul><ul><ul><ul><li>Administration/delivery </li></ul></ul></ul><ul><ul><ul><li>Maintenance </li></ul></ul></ul>
    4. 4. A Little Background <ul><li>Next, at Motorola (1981–1982), I </li></ul><ul><li>Had an opportunity to work on two projects with Dr. Geary </li></ul><ul><li>Rummler </li></ul><ul><li>Was energized by director Bill Wiggenhorn’s desire for us to </li></ul><ul><li>create a Rummler-based training design method </li></ul><ul><li>At Wickes Lumber (1979–1981), I </li></ul><ul><li>Learned a derivative approach to ISD from the work of Gilbert and Rummler </li></ul><ul><li>Joined ISPI (Detroit, Michigan chapter) </li></ul>
    5. 5. A Little Background (continued) <ul><li>Then at SWI • Svenson & Wallace, Inc. (1982 – 1997) , I </li></ul><ul><li>Focused on ISD versus HPT/TQM </li></ul><ul><li>Developed and evolved the Curriculum Architecture Design SM (CAD) methodology beginning in 1982 </li></ul><ul><li>Developed the Modular Curriculum Development SM (MCD) </li></ul><ul><li>methodology (akin to ADDIE) to continue the CAD </li></ul><ul><li>approach and philosophy and leverage the outputs of CAD as inputs to MCD </li></ul>At CADDI, we continue to use those approaches today with client projects, and we continue to evolve the approaches
    6. 6. Performance Orientation of PACT Credits <ul><ul><li>Geary A. Rummler </li></ul></ul><ul><ul><li>Tom Gilbert </li></ul></ul><ul><ul><li>Many other ISPI gurus and presenters </li></ul></ul><ul><ul><li>(1979 – today) </li></ul></ul><ul><ul><li>Insights gained from ISD projects with </li></ul></ul><ul><ul><ul><li>Product managers </li></ul></ul></ul><ul><ul><ul><li>Design engineers </li></ul></ul></ul><ul><ul><ul><li>Quality specialists </li></ul></ul></ul><ul><ul><ul><li>Financial specialists </li></ul></ul></ul>
    7. 7. lean <ul><li>The concept of “lean” is borrowed from the 1991 book </li></ul><ul><ul><li>“ lean ” is the best of both mass production and craft production </li></ul></ul><ul><ul><li>Principles and attributes of lean </li></ul></ul><ul><ul><ul><li>Teamwork </li></ul></ul></ul><ul><ul><ul><li>Communication </li></ul></ul></ul><ul><ul><ul><li>Efficient use of resources and elimination of waste </li></ul></ul></ul><ul><ul><ul><li>Continuous improvement </li></ul></ul></ul><ul><ul><li>Attributes of a lean process/methodology </li></ul></ul><ul><ul><ul><li>Defined process/steps </li></ul></ul></ul><ul><ul><ul><li>Defined roles/responsibilities </li></ul></ul></ul><ul><ul><ul><li>Standard tools/templates </li></ul></ul></ul><ul><ul><ul><li>Flexible </li></ul></ul></ul>
    8. 8. Instructional Systems Design (ISD) The bottom line: it is difficult to get consistent, reliable results implementing traditional ISD in a corporate training organization <ul><li>More interactivity and/or testing </li></ul><ul><li>More effective instructional process </li></ul><ul><li>Focus on job performance and learning versus content </li></ul><ul><li>Better use of instructional media </li></ul>Common ISD Benefits <ul><li>Takes too long </li></ul><ul><li>Impossible to forecast and manage </li></ul><ul><li>Variable results— depends on the designer </li></ul><ul><li>Each designer uses his/her own process, formats, defaults, etc. </li></ul>Common ISD Complaints
    9. 9. lean- ISD <ul><li>lean applied to ISD should have beneficial impacts on </li></ul><ul><ul><li>Quality of final T&D products </li></ul></ul><ul><ul><li>Cycle time to develop and maintain </li></ul></ul><ul><ul><li>Costs, including first and life-cycle costs, as well as development, administration, delivery, and maintenance costs </li></ul></ul>Quality Time Cost Quantity
    10. 10. The Traditional ISD Model Incremental new product development A-D-D-I-E – from the 1940s work of Robert Gagne, Leslie Briggs, Robert Moran, and Robert Branson A D D I E Analysis Design Development Implementation Evaluation
    11. 11. PACT Takes Traditional ISD and Modifies It MCD Modular Curriculum Development Revision & Release ©1999 CADDI, Inc. MCD Phase 6 Project Planning & Kick-off MCD Phase 1 Analysis MCD Phase 2 Design MCD Phase 3 Development/ Acquisition MCD Phase 4 Pilot Test MCD Phase 5
    12. 12. PACT Takes Traditional ISD and Modifies It (continued) CAD Curriculum Architecture Design CAD is a gated, systems engineering approach to the T&D product line MCD Modular Curriculum Development MCD is a gated, product development process using a modular, platform design approach IAD Instructional Activity Development IAD is a gated, product component development process Three levels of ISD design
    13. 13. <ul><li>The PACT Processes for T&D </li></ul>CADDI’s Five ISD Methodology Sets Requirements & Supplier Capabilities Project Planning & Management IAD Instructional Activity Development SM MCD Modular Curriculum Development SM CAD Curriculum Architecture Design SM PACT SM Analysis
    14. 14. lean- ISD via the PACT Processes for T&D <ul><li>The three levels of design are akin to systems engineering of products </li></ul><ul><ul><li>Car development </li></ul></ul><ul><ul><li>Telecommunications product development </li></ul></ul><ul><ul><li>Software development </li></ul></ul>Let’s look at some examples
    15. 15. lean Car Development Example e.g., Backseat fan control mechanism e.g., HVAC system design e.g., Four-door pickup truck Project Planning & Management Component Design & Development System Design & Development Auto Integrated Systems Design
    16. 16. lean Telecommunications Product Development Example e.g., “Redial” button e.g., Phone handset e.g., Networked phone system Project Planning & Management Component Design & Development System Design & Development Auto Integrated Systems Design
    17. 17. lean Software Development Example e.g., “Cut & paste” function e.g., Spreadsheet application e.g., Integrated corporate financial system Project Planning & Management Component Design & Development System Design & Development Auto Integrated Systems Design
    18. 18. PACT Processes for T&D Curriculum Architecture Design (CAD) CAD projects produce a “systems engineering” set of specifications for a performance-based curriculum, composed of shareable and unique modules. CAD is the architectural design component of our lean- ISD methodology set within PACT. Implementation Planning Project Planning & Kick-off Analysis Design CAD Phase 1 CAD Phase 2 CAD Phase 3 CAD Phase 4 ©1999 CADDI, Inc. Module Inventory Structure Tier 1 Tier 2 Tier 3 Tier 4 Tier 5 Module Inventory Framework Tier 1 Tier 2 Tier 3 Tier 4 Tier 5
    19. 19. <ul><li>Macrolevel ISD analysis and design </li></ul><ul><li>Systems analysis and systems engineering design of the T&D </li></ul><ul><li>product line </li></ul>PACT Processes for T&D Curriculum Architecture Design (CAD) (continued) CAD assists in a reuse strategy for modules/chunks of T&D content T&D Product X T&D Product Y <ul><ul><ul><li>Modular design product line </li></ul></ul></ul>
    20. 20. PACT Processes for T&D Modular Curriculum Development (MCD) MCD projects produce performance-based training. MCD, like ADDIE-type ISD approaches, is the product development component of our lean- ISD methodology set within PACT. Development/ Acquisition Project Planning & Kick-off Analysis Design Revision & Release Pilot Test MCD Phase 1 MCD Phase 2 MCD Phase 3 MCD Phase 4 MCD Phase 5 MCD Phase 6 ©1999 CADDI, Inc. Information: Demonstration: Application: Lesson #: Lesson Title: Est. Length: Lesson Map of Activities Lesson Objectives: Upon completion of the lesson, the learner will be able to . . . LESSON ACTIVITIES SEQUENCE ©1999 CADDI, Inc. 4/99 Page 1 REPRODUCTION WITHOUT WRITTEN AUTHORIZATION IS STRICTLY PROHIBITE D TMC Stores 4 Interviewing Basics 85 Min . • Apply basic interviewing principles to conduct an interview 1. Lesson open 2. Laws/regulations/codes pertaining to interviewing 3. TMC policies relating to interviewing 4. Interviewing steps 5. Interviewing do’s and don'ts 6. Practice interviewing techniques 7. Lesson close 30 min. Simulation 2 min. 15 min. 15 min. 10 min. 10 min. 3 min. Information: Demonstration: Application: Lesson #: Lesson Title: Est. Length: Lesson Map of Activities Lesson Objectives: Upon completion of the lesson, the learner will be able to . . . LESSON ACTIVITIES SEQUENCE ©1999 CADDI, Inc. 4/99 Page 1 REPRODUCTION WITHOUT WRITTEN AUTHORIZATION IS STRICTLY PROHIBITE D TMC Stores 4 Interviewing Basics 85 Min . • Apply basic interviewing principles to conduct an interview 1. Lesson open 2. Laws/regulations/codes pertaining to interviewing 3. TMC policies relating to interviewing 4. Interviewing steps 5. Interviewing do’s and don'ts 6. Practice interviewing techniques 7. Lesson close 30 min. Simulation 2 min. 15 min. 15 min. 10 min. 10 min. 3 min. Information: Demonstration: Application: Lesson #: Lesson Title: Est. Length: Lesson Map of Activities Lesson Objectives: Upon completion of the lesson, the learner will be able to . . . LESSON ACTIVITIES SEQUENCE ©1999 CADDI, Inc. 4/99 Page 1 REPRODUCTION WITHOUT WRITTEN AUTHORIZATION IS STRICTLY PROHIBITE D TMC Stores 4 Interviewing Basics 85 Min . • Apply basic interviewing principles to conduct an interview 1. Lesson open 2. Laws/regulations/codes pertaining to interviewing 3. TMC policies relating to interviewing 4. Interviewing steps 5. Interviewing do’s and don'ts 6. Practice interviewing techniques 7. Lesson close 30 min. Simulation 2 min. 15 min. 15 min. 10 min. 10 min. 3 min. Information: Demonstration: Application: Lesson #: Lesson Title: Est. Length: Lesson Map of Activities Lesson Objectives: Upon completion of the lesson, the learner will be able to . . . LESSON ACTIVITIES SEQUENCE ©1999 CADDI, Inc. 4/99 Page 1 REPRODUCTION WITHOUT WRITTEN AUTHORIZATION IS STRICTLY PROHIBITE D TMC Stores 4 Interviewing Basics 85 Min . • Apply basic interviewing principles to conduct an interview 1. Lesson open 2. Laws/regulations/codes pertaining to interviewing 3. TMC policies relating to interviewing 4. Interviewing steps 5. Interviewing do’s and don'ts 6. Practice interviewing techniques 7. Lesson close 30 min. Simulation 2 min. 15 min. 15 min. 10 min. 10 min. 3 min. Event Map of Lessons Information: Demonstration: Application: Lesson #: Lesson Title: Est. Length: Lesson Map of Activities Lesson Objectives: Upon completion of the lesson, the learner will be able to . . . LESSON ACTIVITIES SEQUENCE ©1999 CADDI, Inc. 4/99 Page 1 REPRODUCTION WITHOUT WRITTEN AUTHORIZATION IS STRICTLY PROHIBITE D TMC Stores 4 Interviewing Basics 85 Min . • Apply basic interviewing principles to conduct an interview 1. Lesson open 2. Laws/regulations/codes pertaining to interviewing 3. TMC policies relating to interviewing 4. Interviewing steps 5. Interviewing do’s and don'ts 6. Practice interviewing techniques 7. Lesson close 30 min. Simulation 2 min. 15 min. 15 min. 10 min. 10 min. 3 min.
    21. 21. PACT Processes for T&D Instructional Activity Development (IAD) Sometimes the immediate solution is partial compared to the long-term solution IAD produces <ul><li>Performance tests </li></ul><ul><li>Knowledge tests </li></ul><ul><li>Etc. </li></ul><ul><li>Performance/job aids </li></ul><ul><li>Case studies </li></ul><ul><li>Performance demonstrations </li></ul><ul><li>Simulation exercise </li></ul>
    22. 22. PACT Processes for T&D Analysis <ul><li>Similar front-end analyses for each PACT Process for T&D </li></ul>Project Planning & Management PACT Analysis CAD MCD IAD PACT Analysis PACT Analysis
    23. 23. PACT Processes for T&D Analysis (continued) <ul><li>Four types of ISD analyses </li></ul>Target Audience Data Performance Modeling Knowledge/Skill Analysis Existing T&D Assessment PACT Analysis
    24. 24. PACT Processes for T&D Project Planning & Management <ul><li>PACT embraces </li></ul><ul><ul><li>Structured processes </li></ul></ul><ul><ul><li>Predefined roles and responsibilities </li></ul></ul><ul><ul><li>Detailed planning </li></ul></ul><ul><ul><li>Continuous communications </li></ul></ul><ul><ul><li>Customer control of content/supplier control of process </li></ul></ul>CAD Subphases MCD Subphases
    25. 25. PACT Processes for T&D Project Planning & Management (continued) <ul><ul><li>Tools/templates include </li></ul></ul><ul><ul><li>Interview guides </li></ul></ul><ul><ul><li>Project Plan templates </li></ul></ul><ul><ul><li>Analysis Report templates </li></ul></ul><ul><ul><li>CAD Design Document templates </li></ul></ul><ul><ul><li>MCD Design Document templates </li></ul></ul><ul><ul><li>Pilot Report </li></ul></ul><ul><ul><li>PST gate review meeting presentations </li></ul></ul><ul><li>Planning and communications tools and templates help with systematic engagement of customers and stakeholders </li></ul><ul><ul><li>The right people doing the right things at the right time </li></ul></ul>
    26. 26. PACT Processes for T&D Gated Project Phases <ul><li>CAD projects have a gated process model </li></ul><ul><ul><li>Gates are key customer/stakeholder review/approval/decision points ( ) </li></ul></ul>
    27. 27. PACT Processes for T&D Gated Project Phases (continued) <ul><li>MCD projects have a gated process model </li></ul><ul><ul><li>Gates are key customer/stakeholder review/approval/decision points ( ) </li></ul></ul>Analysis Design Project 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 ©1999 CADDI, Inc.
    28. 28. PACT Processes for T&D Gated Project Phases (continued) <ul><li>Each PACT Process is the starting point for situational adjustment/adaptation </li></ul><ul><ul><li>Phase combinations are possible </li></ul></ul>Implementation Planning Project Planning & Kick-off Analysis/ Design CAD Phase 4 ©1999 CADDI, Inc. CAD Phase 1 CAD Phase 2/3 Project Planning & Kick-off Analysis/ Design MCD Phase 1 MCD Phase 2/3 Pilot Test Development/ Acquisition Revision & Release MCD Phase 4 MCD Phase 5 MCD Phase 6 ©1999 CADDI, Inc.
    29. 29. PACT Processes for T&D Teams and Roles/Responsibilities <ul><li>Typical Teams — CAD </li></ul>Project Steering Team <ul><li>Project Steering Team: Owns the project </li></ul>Analysis Team Design Team <ul><li>Analysis/Design Teams: Provide real-world input and critique </li></ul>Implementation Planning Team <ul><li>Implementation Planning Team: Prioritizes T&D gaps </li></ul>Project ISD Team <ul><li>ISD Team: Facilitates the CAD methodology and project </li></ul>
    30. 30. PACT Processes for T&D Teams and Roles/Responsibilities (continued) <ul><li>Typical Teams — MCD and IAD </li></ul>Design Design Team Team Design Design Team Team Design Team Design Team Project Project Steering Steering Team Team Project Project Steering Steering Team Team Project Project Steering Team Team Project Steering Team Analysis Analysis Team Team Analysis Analysis Team Team Analysis Team Analysis Team Project Project ISD Team ISD Team Project Project ISD Team ISD Team Project Project ISD Team ISD Team Development Development Team Team Development Development Team Team Development Team Development Team <ul><li>Development Team: Provides input to development efforts </li></ul>Pilot Pilot - - Test Test Team Team Pilot Pilot - - Test Test Team Team Pilot - Test Team Pilot - Test Team <ul><li>Pilot-Test Team: Tests T&D for </li></ul><ul><ul><ul><li>Completeness, accuracy, and appropriateness </li></ul></ul></ul><ul><ul><ul><li>Effectiveness/performance impact </li></ul></ul></ul>
    31. 31. PACT Processes for T&D Tools and Templates Project Planning & Management <ul><li>Templates </li></ul><ul><li>Project Plan </li></ul><ul><li>Proposal </li></ul><ul><li>Project Steering Team review presentations </li></ul><ul><li>Invitation and confirmation letters </li></ul><ul><li>Analysis Report </li></ul><ul><li>Design Documents </li></ul><ul><li>Implementation Plans </li></ul><ul><li>Pilot Report </li></ul><ul><li>Tools and Go-by’s </li></ul><ul><li>Stakeholder/Customer Interview Guide </li></ul><ul><li>Project Plan </li></ul><ul><li>Proposal </li></ul><ul><li>Analysis Report </li></ul><ul><li>Design Documents </li></ul><ul><li>Implementation Plans </li></ul><ul><li>Pilot Report </li></ul>
    32. 32. PACT Processes for T&D Tools and Templates (continued) Analysis <ul><li>Word Processing Templates </li></ul><ul><li>Analysis Team kick-off presentation </li></ul><ul><li>Target Audience Data </li></ul><ul><li>Performance Model </li></ul><ul><li>Knowledge/Skill Matrix </li></ul><ul><li>Existing T&D Assessment </li></ul><ul><li>Analysis Review Team presentations </li></ul><ul><li>Project Steering Team analysis review presentation </li></ul><ul><li>Tools and Go-by’s </li></ul><ul><li>Analysis Report sections </li></ul><ul><li>Analysis database </li></ul>
    33. 33. PACT Processes for T&D Tools and Templates (continued) Design <ul><li>Word Processing Templates </li></ul><ul><li>Design Team kick-off presentation </li></ul><ul><li>Event Definitions </li></ul><ul><li>Event Specs and Maps </li></ul><ul><li>Module Specs and Maps </li></ul><ul><li>Lesson Specs and Maps </li></ul><ul><li>Activity Specs </li></ul><ul><li>Design Review Team presentation </li></ul><ul><li>Project Steering Team design review presentation </li></ul><ul><li>Tools and Go-by’s </li></ul><ul><li>Design Document sections </li></ul><ul><li>Design database </li></ul>
    34. 34. PACT Processes for T&D Tools and Templates (continued) Development <ul><li>Word Processing Templates </li></ul><ul><li>Lesson media “shells” </li></ul><ul><li>Exercise templates </li></ul><ul><li>– Various </li></ul><ul><li>Evaluation templates </li></ul><ul><li>– End of event </li></ul><ul><li>– End of lesson </li></ul><ul><li>– Debriefing guides </li></ul><ul><li>Tools and Go-by’s </li></ul><ul><li>Facilitator Guide </li></ul><ul><li>Participant Guide </li></ul><ul><li>Administrator Guide </li></ul>
    35. 35. lean- ISD via the PACT Processes for T&D Business Benefits of PACT Processes Ensures voice of the customer and voice of the supplier in ISD projects <ul><li>Customer/Stakeholder </li></ul><ul><li>Project is visible and predictable in terms of </li></ul><ul><li>– T&D quality </li></ul><ul><li>– Investment and </li></ul><ul><ul><li>returns </li></ul></ul><ul><li>– Project tasks and schedule </li></ul><ul><li>Provides managerial review and control points </li></ul><ul><li>Supplier </li></ul><ul><li>Puts ISD suppliers in control of instructional integrity within the parameters set by the customer </li></ul><ul><li>Templates and tools enable detailed project planning and communications with the customer </li></ul><ul><li>Learner </li></ul><ul><li>T&D is performance oriented and will have a positive impact on learner’s ability to perform </li></ul><ul><li>Modular structure provides flexibility for learner participation </li></ul>
    36. 36. Key Credits and Thanks <ul><li>Geary A. Rummler </li></ul><ul><li>Tom Gilbert </li></ul><ul><li>Bill Wiggenhorn </li></ul><ul><li>Ray Svenson </li></ul>. . . and to all those who taught me within the context of an ISD project . . . and to ISPI for being a key learning forum for me since 1979
    37. 37. Reference <ul><li>CADDI’s book </li></ul>Book cover design by Dr. G.A. Rummler
    38. 38. Quotes from Rummler and Lane 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 CADDI system. 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 that would supposedly 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.”
    39. 39. lean- ISD Summary <ul><ul><li>The PACT Processes for T&D include </li></ul></ul><ul><ul><li>A blend of the best of both craft and mass production approaches, applied to ISD </li></ul></ul><ul><ul><ul><li>Common process </li></ul></ul></ul><ul><ul><ul><li>Gated process models </li></ul></ul></ul><ul><ul><ul><li>Use of teams </li></ul></ul></ul><ul><ul><ul><li>Use of tools and templates </li></ul></ul></ul><ul><li>Multilevel design </li></ul><ul><li>hierarchy used to ensure </li></ul><ul><li>platform, modular, </li></ul><ul><li>integrated ISD </li></ul>
    40. 40. lean- ISD Thank You! 11-2008 Guy W. Wallace is now at EPPIC Inc. www.eppic.biz

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