Performance-based Employee Qualification/Certification Systems and Performance Tests Guy W. Wallace Certified Performance Technologist

Objectives & Agenda & Introductions Session Objectives, Agenda, Presenter Introduction Agenda: Part 1 A Brief Background A Focus on “Performance” versus “Knowledge” Performance Test Format: 3-Page version Performance Test Format: 2-Page version Slow-Motion Demo and a parallel Appo (Application) Appo Debrief Agenda: Part 2 9 Q/C Sub-Systems Model 10 Phase Model for Standing the System Up and Getting It Running 6 Phase Model for Adding Successive Target Audiences/Performances Summary & Close Copyright 2008 Handshaw, Inc.

Session Objectives, Agenda, Presenter Introduction

Agenda: Part 1

A Brief Background

A Focus on “Performance” versus “Knowledge”

Performance Test Format: 3-Page version

Performance Test Format: 2-Page version

Slow-Motion Demo and a parallel Appo (Application)

Appo Debrief

Agenda: Part 2

9 Q/C Sub-Systems Model

10 Phase Model for Standing the System Up and Getting It Running

6 Phase Model for Adding Successive Target Audiences/Performances

Summary & Close

Guy W. Wallace, CPT Guy has been in the performance improvement field since 1979 when he joined Wickes Lumber, and then Motorola, and then he served as an external consultant to government and industry between 1982 through 2007. He joined Wachovia’s General Bank Group’s Learning & Development organization in January 2008. His consulting clients included 44 Fortune 500 firms. Guy’s specialty area is the quick conduct of both the analysis and design of large-scale Curriculum Architecture Designs (CADs). He has done 74. Guy has published five books, and more than 70 articles. The books are: The Quality RoadMap, lean - ISD, T&D Systems View, Management Areas of Performance, and Performance-based Employee Qualification/Certification Systems Guy has presented more than 70 times at international conferences and chapters of the International Society for Performance Improvement (ISPI), the American Society for Training & Development (ASTD), and at the Conference for Nuclear Training & Educations, Association for Behavior Analysis, Midwest Nuclear Training Association, and Lakewood Conference’s Training. He was the treasurer and an executive director on the 1999 - 2000 board of the International Society for Performance Improvement, ISPI. He was later elected President of ISPI, serving April 2003 until April 2004. Guy's biography was listed in Marquis Who's Who in America in 2001. He was designated a Certified Performance Technologist (CPT) in 2003. He was recruited as a Thought Leader for ISPI's Instructional Systems (IS) Professional Community in 2004. Copyright 2008 Handshaw, Inc.

Guy has been in the performance improvement field since 1979 when he joined Wickes Lumber, and then Motorola, and then he served as an external consultant to government and industry between 1982 through 2007. He joined Wachovia’s General Bank Group’s Learning & Development organization in January 2008.

His consulting clients included 44 Fortune 500 firms. Guy’s specialty area is the quick conduct of both the analysis and design of large-scale Curriculum Architecture Designs (CADs). He has done 74.

Guy has published five books, and more than 70 articles. The books are:

The Quality RoadMap, lean - ISD, T&D Systems View, Management Areas of Performance, and Performance-based Employee Qualification/Certification Systems

Guy has presented more than 70 times at international conferences and chapters of the International Society for Performance Improvement (ISPI), the American Society for Training & Development (ASTD), and at the Conference for Nuclear Training & Educations, Association for Behavior Analysis, Midwest Nuclear Training Association, and Lakewood Conference’s Training.

He was the treasurer and an executive director on the 1999 - 2000 board of the International Society for Performance Improvement, ISPI. He was later elected President of ISPI, serving April 2003 until April 2004.

Guy's biography was listed in Marquis Who's Who in America in 2001. He was designated a Certified Performance Technologist (CPT) in 2003. He was recruited as a Thought Leader for ISPI's Instructional Systems (IS) Professional Community in 2004.

Copyright 2008 Handshaw, Inc. ◄ This 2008 e-book is based on two large scale projects by both authors for two different clients in Alaska in 1987 and 1994, and in subsequent projects by Guy’s organization - CADDI 1997-2002. ► 1987 Prudhoe Bay Oil Field Technicians Pay Progression Program ► 1994 Alaskan Pipeline Technicians Pay Progression Program ► 1997-2002: Branch Managers, Engineers, Sales Representatives, Technical Installers

A focus on Performance versus on Knowledge Performance Competence: The Ability to Perform Tasks to Produce Outputs to Stakeholder Requirements The philosophy is: “the ability to do” – adequately addresses any “knowledge needed in order to do” - so there is no need to test enabling knowledge – just test performance! Copyright 2008 Handshaw, Inc.

Performance Competence: The Ability to Perform Tasks to Produce Outputs to Stakeholder Requirements

The philosophy is: “the ability to do” – adequately addresses any “knowledge needed in order to do” - so there is no need to test enabling knowledge – just test performance!

2 Format Examples for a “Performance Test” Copyright 2008 Handshaw, Inc. 3 Page Version 2 Page Version

Performance Test - 3 Page Version

Performance Test - 2 Page Version

Slow Motion Demo and Appo Using the 2-Sided Version of the Test Format Me: Doing the Demo (Modeling Application) Identify Target Performance Complete Side 2: Define Outputs and Tasks and Measures/Standards Complete Side 1: Define Administrative Information You: Doing the Appo (2 Person Application Exercise) Identify Target Performance Complete Side 2: Define Outputs and Tasks and Measures/Standards Complete Side 1: Define Administrative Information

Me: Doing the Demo (Modeling Application)

Identify Target Performance

Complete Side 2: Define Outputs and Tasks and Measures/Standards

Complete Side 1: Define Administrative Information

You: Doing the Appo (2 Person Application Exercise)

Identify Target Performance

Complete Side 2: Define Outputs and Tasks and Measures/Standards

Complete Side 1: Define Administrative Information

Access Blog Site Access Blog Open New Post Add Title and Graphics Add New Text and Cut & Pasted Text Adjust Font Size, Color, Bold, Etc. Run Spell Check Preview & Adjust As Needed Publish Post Review and Edit As Needed Correct URL used Correct Password Done Quickly Done Quickly and with Eye Appeal Done Quickly and with Eye Appeal Done Quickly and with Eye Appeal Done Quickly Done Quickly and with Eye Appeal Done Quickly Done Quickly

Access Blog Site

Access Blog

Open New Post

Add Title and Graphics

Add New Text and Cut & Pasted Text

Adjust Font Size, Color, Bold, Etc.

Run Spell Check

Preview & Adjust As Needed

Publish Post

Review and Edit As Needed

Correct URL used

Correct Password

Done Quickly

Done Quickly and with Eye Appeal

Done Quickly and with Eye Appeal

Done Quickly and with Eye Appeal

Done Quickly

Done Quickly and with Eye Appeal

Done Quickly

Done Quickly

Add New Blog Post A-326 At any Internet Computer 20 Marketing sends announcement Administrators Coordinators 20 minute time limit Blog Site Help Area; Peer Coaching On Line Help on Blog Site Can Find and Open New Post Can add Title and Tags Can add Graphics Can add and adjust Text Can run Spell Check Can Publish the Post

Debriefing and Q&A What “ Information Do You Need” to Develop Performance Tests? What are good “ sources ” for this Test Content? What are good “ approaches for gathering” this Test Content? What are good “ approaches for validating” the Test Content? Additional “ Questions/ Comments/ Concerns about the Test Format or Content?” Copyright 2008 Handshaw, Inc.

What “ Information Do You Need” to Develop Performance Tests?

What are good “ sources ” for this Test Content?

What are good “ approaches for gathering” this Test Content?

What are good “ approaches for validating” the Test Content?

Additional “ Questions/ Comments/ Concerns about the Test Format or Content?”

Next…Part 2… 9 Sub-Systems to put in place and operate as needed 10 Phases for “standing up” the system and getting it running 6 Phases for adding additional Performance Tests for successive target audiences/ target performances – addressed post- System “Stand Up” Free e-Book and other Resources Session Summary & Close Copyright 2008 Handshaw, Inc.

9 Sub-Systems to put in place and operate as needed

10 Phases for “standing up” the system and getting it running

6 Phases for adding additional Performance Tests for successive target audiences/ target performances – addressed post- System “Stand Up”

Free e-Book and other Resources

Session Summary & Close

9 Systems in a Q/C System Copyright 2008 Handshaw, Inc.

10 Phases of Effort to Stand a System Up and Get It Running Copyright 2008 Handshaw, Inc.

Successive Test Development Efforts Copyright 2008 Handshaw, Inc. An ADDIE-like approach

Free E-Book by Ray Svenson & Guy W. Wallace Available as a free PDF at: www.eppic.biz Free tools and templates for you to use in your own application effort available at: http://qualificationcertificationsystem.wikispaces.com/ Copyright 2008 Handshaw, Inc.

Available as a free PDF at:

www.eppic.biz

Free tools and templates for you to use in your own application effort available at:

http://qualificationcertificationsystem.wikispaces.com/

Session Summary & Close Focus on Performance Competence: The Ability to Perform Tasks to Produce Outputs to Stakeholder Requirements Take a Systems View of the many, varied Processes necessary to operate a “Performance-based Employee Qualification/Certification System” Additional free resources/references at: www.eppic.biz Copyright 2008 Handshaw, Inc.

Focus on Performance Competence: The Ability to Perform Tasks to Produce Outputs to Stakeholder Requirements

Take a Systems View of the many, varied Processes necessary to operate a “Performance-based Employee Qualification/Certification System”

Additional free resources/references at: www.eppic.biz