Instructional Systems Design The 5 Tier Inventory · 2/5/2018 · Guy W. Wallace Pursuing...

Instructional Systems Design

The 5 Tier Inventory Content Organizing Framework

of The PACT Processes

Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

Using the PACT Processes for Training/ Learning/ Knowledge Management

Methodology-Set

Guy W. Wallace

Version: 2018

Guy has been doing performance-based ISD since 1979. His primarily influences were Geary Rummler, Bob Mager, Neil Rackham, Joe Harless, and Ray Svenson. He has served 85+ clients as an external consultant since 1982.

Preamble

PACT Is An Acronym Preamble

Preamble

The point of performance-based Instruction is to help people “ramp up” to full Performance Competence back on-the-job.

Preamble Sometimes Performance Competence Is Quite Complex

PACT Includes 3 Levels of Design

To Design Performance-based Learning Paths/Development Maps

To Design & Develop Performance-based Learning

To Design & Develop Components of Performance-based Learning

Preamble

Design: Maps & Specs Maps Provide a Visual

with Fewer Words

Specs Provide “All The Stinking Details”

Preamble

To Design Performance-based Learning Paths/Maps and Planning Guides

Curriculum Architecture Design

Preamble

To Design & Develop Performance-based Learning for Any Mode/Media

Modular Curriculum Development

Preamble

Information

Demonstration

Application Exercises

Instructional Activity Spec

Preamble

All of the Analysis Data Is Used in The PACT Processes as Inputs to the Design or to Influence the

Design Team.

The Performance data & K/Ss data and the Existing T&D Assessment data is a BOM – Bill of Materials.

Preamble

Instructional Activity Development

Information

Demonstration

Job Aids

Spaced Learning

Explanations: W/W/W/W/W/H

Concepts

Video AR/VR

Practice Tests

Example Types of Instructional Activities

Preamble

Why Bother?

For the ROI

Preamble

Q & A Before Proceeding

The Session Agenda 1.Intro to the 5 Tier Inventory Framework 2.The Other 3 Sides to the Inventory Box 3.Tier 1- Organizational Orientations 4.Tier 2- Performance Orientations 5.Tier 3- Enabling Knowledge/Skills 6.Tier 4- Shared Performance “How Tos” 7.Tier 5- Unique Performance “How Tos” 8.Analysis Data Used In Design 9.Session Wrap Up & Close

Preamble

Instructional Systems Design Performance-based ISD at 3 Levels

1. Intro to the 5 Tier Inventory Framework

Think: Legos®

A Modular Design Approach to Building modular Instructional Activities modular Lessons modular Events modular Paths/Maps

Think: Legos®

Yellow Building Blocks

Sky Blue Building Blocks

Green Building Blocks

Light Blue Building Blocks

Dark Blue Building Blocks

If They Were Color Coded

Information

Demonstration

Instructional Activity Spec

All of the Analysis Data Is Used in The PACT Processes as Inputs to the Design or to Influence the Design Team.

Instructional Activity Development

Information

Demonstration

Job Aids

Spaced Learning

Explanations: W/W/W/W/W/H

Concepts

Video AR/VR

Practice Tests

Example Types of Instructional Activities

The Content Produced for This Chunk/ Instructional

Activity Is Eventually Placed Into the 5 Tier Inventory of the ECA – Enterprise Content Architecture

In Lego-Speak – The House is an Event

– and the Wall is a Lesson –

and the Lego Block is the

Instructional Activity

Tier 1 ECA

Tier 1 – Organizational Orientations

Example Generic Titles: Welcome to the Enterprise! Here is what we do. Where and for whom. Welcome to the Function. Here is what we do. Where and for whom. Welcome to the Department. Here is what we do. Where and for whom. Welcome to the Team. Here is what we do. Where and for whom. Welcome to the Job. Here is what we do. Where and for whom.

Sharable

Tier 2 ECA

Tier 2 – Performance Orientations

Example Titles: ADDIE Project Management ADDIE Analysis ADDIE Design ADDIE Development ADDIE Implementation ADDIE Evaluation ILT Delivery LMS Administration

Unique/Sharable

Tier 3 ECA

Tier 3 – Enabling Knowledge/Skills

Example Titles: Active Listening EEO Policies Anti-Harassment Policies SharePoint Progressive Discipline Contracting

Sharable/Unique

Tier 4 ECA

Tier 4 – Shared Performance “How To”

Example Titles: How To: ADDIE Project Management - Contracting How To: Delivery – Coordinate Travel Logistics

Sharable

Tier 5 ECA

Tier 5 – Unique Performance “How To”

Example Titles: How To: ADDIE Analysis – Conduct & Document Enabling K/S Analysis How To: ADDIE Design – Create Event Maps & Specs

Unique

Tier 1 ECA

Likely Content Sources: The Enterprise Organization Chart Marketplaces, Customers, Products, Services from Marketing Suppliers from Purchasing Jobs Families and Jobs from HR Job Overviews from Analysis efforts

Sharable

Tier 2 ECA

Content Sources: Job Responsibilities data (Areas of Performance – AoPs) and the Tasks and Outputs data from Analysis efforts

Unique/Sharable

Tier 3 ECA

Content Sources: Existing Content in Existing Inventories Enabling K/Ss from Post-Analysis Content Development/Acquisition efforts

Sharable/Unique

Tier 4 ECA

Content Sources: Job Responsibilities data (Areas of Performance – AoPs) for Tasks and Outputs from Analysis efforts

Sharable

Tier 5 ECA

Content Sources: Job Responsibilities data (Areas of Performance – AoPs) for Tasks and Outputs from Analysis efforts

Unique

Review…

Sharable

Unique/Shared

Unique

Sharable

Review…

Shared/Unique

Mostly Unique/Some Shared

Mostly Shared/ Some Unique

Why Bother?

For the ROI

Preamble

2. The Other 3 Sides to the Inventory Box

Not The Focus of This Presentation

Side 2 of 4 Content Types:

T&D Paths/Maps T&D Event Specs & Maps T&D Module Specs T&D Lesson & Instructional Specs and Maps ETA – Existing T&D Assessments Data

Project Data Masters

Shared Content Products Unique Content Products for Each PUSH Target Audience Group

Finished Goods Inventory

Job Responsibilities for Tasks and Outputs from Analysis efforts

Legacy Content

WELL: Component Text & Graphic & Photo Masters

Lesson Learned Data

Best Practices Masters

External Data Sources

Our Focus Is On The 5 Tier Inventory

Portion of “All Things L&D Data-wise”

Initial Content And

Derivatives

And … For All Tiers – But Especially Tier 3:

Sometimes Known As “Parent-Child”

Or “Parent-Children” Covered Next

First In and Later Derivatives

Requires Discipline & A Numbering Scheme To Identify Parent Content and Derivative Children

Active Listening for Customer Service Active Listening for Sales Active Listening for Purchasing Active Listening for Managers Etc. Etc.

These Include Shared “Core Content” on the Topic/Task Plus Unique Examples and Demonstrations and Applications

4 Sets of Data In The Enterprise Content Architecture Inventory

Organized For Administration, Maintenance, ReUse and Removal

Review…

Why Bother?

For the ROI

Review…

Preamble

3. Tier 1- Organizational Orientations

Tier 1 ECA

Example Generic Titles: Welcome to the Enterprise! Here is what we do. Where and for whom. Welcome to the Function. Here is what we do. Where and for whom. Welcome to the Department. Here is what we do. Where and for whom. Welcome to the Team. Here is what we do. Where and for whom. Welcome to the Job. Here is what we do. Where and for whom.

Sharable

Tier 1 ECA

Likely Content Sources: The Enterprise Organization Chart Marketplaces, Customers, Products, Services from Marketing Suppliers from Purchasing Jobs Families and Jobs from HR Job Overviews from Analysis efforts

Sharable

Instructional Design – ADDIE As Our Example

Welcome to Your Enterprise Welcome to Your Division/SBU Welcome to Your Function Welcome to Your Department Welcome to Team XYZ Welcome to Team ABC Welcome to Your Job (Title)

Sharable

Parent Content & Children Derivatives

Welcome to L&D • The Outline/Structure for the “Parent Content” should influence (set the standard) for all “Children Content” that follow • If L&D went first as the “parent” - then Sales Support might be the first “child” as an example at the Department Level

Tier 1 ECA

Sharable

Review…

The Tier 1 Content Organization Scheme Follows The Organization Chart down to the Job Title Level – Plus All Teams (permanent or temporary)

Preamble

4. Tier 2: Performance Orientations

Tier 2 Content Provides Overviews of the Tasks, Outputs and Stakeholder Requirements of

Areas of Performance - AoPs

Tier 2 ECA

Example Titles: ADDIE – Analysis Delivery LMS Administration

Unique/Sharable

Tier 2 ECA

Content Sources: Tasks and Outputs data from Analysis efforts

Unique/Sharable

ADDIE Analysis ADDIE Design ADDIE Development ADDIE Implementation ADDIE Evaluation ILT Delivery Webinar Delivery

Performance Analysis • The Outline/Structure for the “Parent Content” should influence for all “Children Content” • If the Corporate version of ADDIE Analysis went first as the “parent” – then the Pharma Division with additional documentation requirements (due to Regulations) might be the first “child content” as an example

Tier 2 ECA

Unique/Sharable

Review…

The Tier 2 Content Organization Scheme Follows The Job Titles Addressed (PUSH vs PULL) and Their Areas of Performance (AoPs)

Preamble

5. Tier 3: Enabling Knowledge & Skills

Tier 3 Content Provides the Shared, Enabling Knowledge & Skills Needed to Support Task Performance

Tier 3 ECA

Example Titles: The Enterprise LMS Active Listening for Customer Service Word PowerPoint Excel The Enterprise SharePoint Site for Marketing

Sharable/Unique

Tier 3 ECA

Content Sources: Existing Content in Existing Inventories Enabling K/Ss from Analysis efforts

Sharable/Unique

Word Processing Active Listening Conference Room Reservations Adult Learning Theories Myths in L&D

Performance Analysis for ADDIE

• The Outline/Structure for the “Parent Content” should influence (set the standard) for all “Children Content” that follow • If L&D went first as the “parent” - then Quality might be the first “child” as an example in creating Performance Analysis for Quality When the Tier 4/5 link is to a Shared Tier 4 set of content

Tier 3 ECA

Sharable/Unique

Review…

The Tier 3 Content Organization Scheme Follows The 17 Knowledge Skill Categories of The PACT Processes for Training/ Learning/ Knowledge Management

Preamble

6. Tier 4: Shared Performance “How To”

Tier 4 Content Provides Detailed “How To” Content That Is Shared Across Multiple Jobs Regarding the Tasks & Outputs of the

Tier 4 ECA

More Detailed & Narrow Than Tier 2 Overview Content

Each Tier 4 Set of Content Address One “Output-Tasks” – Unless More Than One “Output-Tasks” More Naturally Go Together

Sharable

Tier 4 ECA

Example Titles: How To: Product Trial Evaluation – Using Survey Monkey for Post Design Meeting Reviews & Reflections How To: Coordinate Travel & Living Logistics for Other Employees How To: Coordinate Travel & Living Logistics for Non-Employees

Sharable

Tier 4 ECA

Sharable

Coordinating Travel & Living Logistics for Employees Submit Project Budgets for Approval Conduct Project Post Mortems

Conduct Project Post Mortems

• The Outline/Structure for the “Parent Content” should influence (set the standard) for all “Children Content” that follow • If Marketing went first as the “parent” - then L&D might be the first “child” as an example

Tier 4 ECA

Sharable

Review…

The Tier 4 Content Organization Scheme Follows The Tier 2 Scheme – Other Than What Goes Into Tier 5

Preamble

7. Tier 5: Unique Performance “How To”

Tier 4 Content Provides Detailed “How To” Content That Is Unique To One Job Regarding the Tasks & Outputs of the

Tier 5 ECA

Unique

More Detailed & Narrow Than Tier 2 Overview Content

Each Tier 4 Set of Content Address One “Output-Tasks” – Unless More Than One “Output-Tasks” More Naturally Go Together

Tier 5 ECA

Example Titles: How To: Conduct Market Focus Group Meetings Face-to-Face How To: Conduct Market Focus Group Meetings Online How To: Use SPIN Selling During the Initial Sales Call How To: Use SPIN Selling During a Sales Call Mid-Sales Cycle

Unique

Tier 5 ECA

Unique

How To: Conduct ADDIE Target Audience Analysis How To: Conduct ADDIE Performance Analysis How To: Conduct ADDIE Enabling K/S Analysis How To: Conduct ADDIE Existing T&D Assessments

There Should Not Generally Be Derivatives for Tier 5 Content*

•Except As a Model “Template”

Because the Performance Is Deemed To Be Unique

Tier 5 ECA

Unique

Review…

The Tier 5 Content Organization Scheme Follows The Tier 2 Scheme – Other Than What Goes Into Tier 4

Preamble

8. Analysis Data Used In Design

This Data Would Feed Tier 1

Areas of Performance A.K.A.: Major Duties, Accomplishments, KRAs, Etc.

Performance Model Charts Are Created

For Each AoP

This Data Would Feed Tier 2 and 4/5

Performance Model Chart Example

This Data Structure Would Organize Tier 2 and 4/5

Enabling K/S Categories

The Most Convenient StoresStore Manager

Knowledge/Skill Matrix

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

and TrainingB = Work Scheduling C =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 G

Select/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

The Most Convenient StoresStore Manager

Knowledge/Skill Matrix

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

and TrainingB = Work Scheduling C =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 G

Select/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

This Data Would Feed Tier 3

Enabling K/S Categories

This Data Structure Would Organize Tier 3

All of the Analysis Data Is Used in The PACT Processes as Inputs to the Design or to Influence the Design Team.

IAD Produces Instructional Components IAD Outputs include the following types of content:

Instructional content at the awareness, knowledge, or skill levels (Micro-Learning) via Audio, Video or Text & Graphics Knowledge Tests/Quizzes Performance Tests Simulation Exercises Performance Aids/Job Aids Spaced Reminders or Retrieval Exercises/Quizzes

Review…

Analysis Data Used in the Design or to

Influence the Design Team.

The Performance data & K/Ss data and the Existing T&D Assessment data = a BOM – Bill of Materials.

Review…

Why Bother?

For the ROI

Review…

Preamble

9. Session Wrap Up & Close

PACT Is An Acronym

ollaborative

Why Bother?

For the ROI

The 5 Tier Inventory -of Events,

Modules/Lessons and Instructional

Activities – Designs and Developed/

Acquired Content -Serves ReUse

ReUse: As Is or After Modification

4 Sets of Data In The Enterprise Content Architecture Inventory

Organized For Administration, Maintenance, ReUse and Removal

ECA Tier 3 – Enabling Knowledge/Skills

ECA Tier 2 – Performance

Orientations

ECA Tier 1 – Organizational

Orientations

ECA Tier 4 – Shared

Performance “How To”

ECA Tier 5 – Unique

Orientations

After the 1st CAD effort

After the 10th CAD effort

Orientations

After the 3rd CAD effort

How Does Your 5 Tier Grow?

Orientations

After the 25th CAD effort

The relative amount of content between the tiers begins to balance out with more and more Tier 4 and 5 content, some

Tier 2 growth, and more and more re-use of Tier 1 Orientations and Tier 3 Enabling K/Ss.

Review…

To Reduce First Costs

and Life Cycle Costs

Why Bother?

Why Bother? Review…

For the ROI

Q & A Before Closing

Before Ending

Reflections: Can You Use This “As Is” or

“After Modifications?”

Reflections: What Would You Need to Change?

Reflections: Can This Address Some of Your Function’s

Needs (Problems and/or Opportunities)?

Hundreds of Free Resources Are Available At: www.eppic.biz

Audio Podcasts, Videos, Articles, Chapters, Books, Presentations

Related Books

Available as a FREE PDF or as a Kindle or Paperback

Cover design by the late Geary A. Rummler

Review by Geary A. Rummler (1999): “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 PACT Processes. 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.’ ”

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