CAD Design Team Meeting

Kick-off Presentation

<CLIENT>

<Date>

Prepared for:

<Name, Title><Name, Title><Name, Title>

Prepared by:

<Name, Title>

XXX ###

<CLIENT>—<PROJECT NAME>CAD Design Team Meeting Kick-off Presentation ©2002 EPPIC, Inc. XXX ### ##/##/## Page 2

Project Purpose and Background

The purpose of the project is to

•Develop a performance-based, Curriculum Architecture DesignSM (CAD) for . . .

. . . using EPPIC’s PACTSM Process for CAD

<CLIENT><CLIENT>

<TARGET AUDIENCE><TARGET AUDIENCE>

<CLIENT><CLIENT>

<TARGET AUDIENCE><TARGET AUDIENCE>

Curriculum Architecture Design and PACT Process are service marks of EPPIC, Inc.

CAD Phase 1 CAD Phase 2 CAD Phase 3 CAD Phase 4

©2002 EPPIC, Inc.

Project Planning & Kick-off

Analysis DesignImplementation

Planning

<CLIENT>—<PROJECT NAME>CAD Design Team Meeting Kick-off Presentation ©2002 EPPIC, Inc. XXX ### ##/##/## Page 3

Meeting Purpose

The purpose of this meeting is to

<CLIENT>—<PROJECT NAME>CAD Design Team Meeting Kick-off Presentation ©2002 EPPIC, Inc. XXX ### ##/##/## Page 4

Design Meeting Agenda

•Meeting open and introductions

•Project background, overview, and status update

•Design Phase overview

•Meeting summary and close

<CLIENT>—<PROJECT NAME>CAD Design Team Meeting Kick-off Presentation ©2002 EPPIC, Inc. XXX ### ##/##/## Page 5

Meeting Participant Introductions

•Name

•Organization/job title

•Background experience

•“Stakes” in this project effort

Plus any . . .

Questions/Comments/ConcernsQuestions/Comments/ConcernsQuestions/Comments/ConcernsQuestions/Comments/Concerns

<CLIENT>—<PROJECT NAME>CAD Design Team Meeting Kick-off Presentation ©2002 EPPIC, Inc. XXX ### ##/##/## Page 6

CAD Overview and Orientation Review

•This project is being conducted using CADDI’s PACT Process for Curriculum Architecture Design (CAD)

•A Curriculum Architecture Design (CAD)- Is a systems engineering view of the total training &

development product line for a designated target audience(s)

- Identifies both current “training available” and “gaps” to facilitate gap prioritization, planning, and resourcing

- Produces “macro” analysis and design outputs– For use later in the new (training) product development

methodology (as prioritized/planned/resourced)

<CLIENT>—<PROJECT NAME>CAD Design Team Meeting Kick-off Presentation ©2002 EPPIC, Inc. XXX ### ##/##/## Page 7

CAD Overview and Orientation Review (continued)

•CAD products for the ISD customer

– a menu of relevant T&D –

– a tool to use when downselecting T&D –

T&D Path

IndividualT&D Planning

Guide

Event TitleTraining Event Availability

= Fully Available = Partially Available, being

revised or under development = Unavailable

Code Key:

Delivery Method

GP = Group-pacedSP = Self-pacedC = Coached

Partic ipation Requirement

M = Mandatory – by company policy and/or by governing regulation

HR = Highly recommended – represents a critical enabler for high performance and should be strongly considered if the individual does not possess this knowledge/skill set and has been assessed as required for current and future assignments

E = Elective – represents a required knowledge/skill enabler (and has been assessed as noncritical relative to all others)

Event Number

Delivery Method

Length

Availability Status

ParticipationRequirement

DeploymentPlatform

PretestAvailability

Prerequisites

New to theCompany

T&D Event04 TMC Orientation

S-OJT8 Hours

E

C

Pretest Not Available No Prerequisite Required

T&D Event29 Laws, Regulations, and CodesImpacting a TMC Store

S-OJT8 Hours

E

C

Pretest Not Available No Prerequisite Required

Immediate SurvivalSkills for the NewManager

T&D Event17 TMC Inventory Control SystemsUser Skills

Group-paced4 Hours

E

GP

Pretest Not Available No Prerequisite Required

ImmediateDevelopment for AllManagers

T&D Event14 Coaching for Long-termPerformance Improvement

Group-paced8 Hours

HP

GP

Pretest Not Available No Prerequisite Required

AdvancedDevelopment for AllManagers

T&D Event43 Store Layout and Design

Group-paced16 Hours

E

GP

Pretest Not Available No Prerequisite Required

T&D PathTMC Store Manager

TMCCurriculum Architecture Design

T&D Event02 TMC Management Processes

S-OJT8 Hours

E

C

Pretest Not Available No Prerequisite Required

T&D Event05 Basic Reading and Writing Skills

Group-paced8 Hours

E

GP

Pretest Not Available No Prerequisite Required

T&D Event20 Conducting Inventory Counts

Group-paced4 Hours

E

GP

Pretest Not Available No Prerequisite Required

T&D Event12 Basic Steps in the Hiring Process

Group-paced8 Hours

E

GP

Pretest Not Available No Prerequisite Required

T&D Event19 Negotiating with New Vendors

Group-paced8 Hours

E

GP

Pretest Not Available No Prerequisite Required

T&D Event03 Supervising Multiple Locations

S-OJT12 Hours

E

C

Pretest Not Available No Prerequisite Required

New to the Function:Management

T&D Event

12

Basic Steps in the Hiring Process

Group-paced8 Hours

E

GP

Pretest Not Available No Prerequisite Required

—T&D Event Title

—1

—1

—1

—1

—1

—1

—T&D—Event

—Number

—Learning—Cycle—Phase

—Employee—Needs for—Specific

—Assignment

—Priority for—Employee’s

—Development—H/M/L

—Employee—Needs—T&D

—T&D Events—to be

—Scheduled

—Actual—Completion

—Dates—MM/Q/YY

—Planned—Completion

—Dates—MM/Q/YY

—©2002 EPPIC, Inc.

—TMC Orientation

—TMC Policies and—Procedures

—TMC Management—Processes

—Laws, Regulations,—and Codes Impacting—a TMC Store

—TMC Field Operations

—TMC Inventory Control—Systems User Skills

—04

—32

—02

—29

—05

—20

—TMC Stores—Individual T&D Planning Guide—Employee Name—John Smith

—Store Manager—Karen Jones

—H —4/1 —4/15

—H

—M

—H —5/1 —5/10

<CLIENT>—<PROJECT NAME>CAD Design Team Meeting Kick-off Presentation ©2002 EPPIC, Inc. XXX ### ##/##/## Page 8

CAD Overview and Orientation Review (continued)

•CAD products for the ISD supplier

Event Specs

ModuleSpecs

•Specifies gap T&D Events

•T&D product

•Specifies gap T&D Modules

•T&D subassembly

•Organizes T&D Modules to promote reuse

•T&D Module Inventory

1

2

3

4

5

Module Inventory Framework

<CLIENT>—<PROJECT NAME>CAD Design Team Meeting Kick-off Presentation ©2002 EPPIC, Inc. XXX ### ##/##/## Page 9

CAD Overview and Orientation Review (continued)

•The use of teams throughout all phases of the project in conjunction with a structured, gated process results in reduced cycle time, accelerated development, and higher quality outputs

•The CAD process is customer-/stakeholder-driven- Results in a more appropriate design- Better customer understanding of that design- Increased development and implementation resources and

support from the customer

<CLIENT>—<PROJECT NAME>CAD Design Team Meeting Kick-off Presentation ©2002 EPPIC, Inc. XXX ### ##/##/## Page 10

CAD Process Four-Phase Approach

This project is being conducted via the following four phases using a team process:

•Phase 1: Project Planning & Kick-off

•Phase 2: Analysis

•Phase 3: Design

•Phase 4: Implementation Planning

©2002 EPPIC, Inc.

CAD Phase 1 CAD Phase 2 CAD Phase 3 CAD Phase 4

Project Planning & Kick-off

Analysis DesignDesignImplementation

Planning

<CLIENT>—<PROJECT NAME>CAD Design Team Meeting Kick-off Presentation ©2002 EPPIC, Inc. XXX ### ##/##/## Page 11

Key CAD Outputs

Performance Model Job: A

Performance Model Job: B

Performance Model Job: C

Performance Model Job: D

Target Audience

Data Job: A

Target Audience

Data Job: B

Target Audience

Data Job: C

Target Audience

Data Job: D

Knowledge/ Skill Matrix

Existing T&D

Assess-ments

T&D Module Specs

T&D ModuleInventory Framework

T&D Event Specs

T&D Path for a Job/Job Family

Individual T&D Planning Guide

Analysis PhaseAnalysis Phase

Design PhaseDesign Phase

©2002 EPPIC, Inc.

Gap Prioritie

s

Implementation Implementation PhasePhase

Project Plan

Kick-off Phase Kick-off Phase

Key Outputs of a Curriculum Architecture Design Project

<CLIENT>—<PROJECT NAME>CAD Design Team Meeting Kick-off Presentation ©2002 EPPIC, Inc. XXX ### ##/##/## Page 12

Key CAD Concepts

•A T&D product is a T&D Event (standard deliverable) composed of- T&D Modules (Event subassemblies/

components)

•A T&D Module may exist within multiple T&D Events- Is shareable (as appropriate)

•T&D Events and/or Modules should be implemented on a priority/ROI basis- Priorities: High, medium, low, zero

(developed/acquired)- Low priorities should never be

resourced

T&D Event: XYZ

Lesson A

Lesson B

Lesson C

Module: 1.02

Lesson A

Lesson B

Module: 5.71

©2002 EPPIC, Inc.

T&D Event: ABC

Lesson A

Lesson B

Lesson C

Module: 1.02

Lesson A

Lesson B

Module: 5.71

<CLIENT>—<PROJECT NAME>CAD Design Team Meeting Kick-off Presentation ©2002 EPPIC, Inc. XXX ### ##/##/## Page 13

Key CAD Concepts (continued)

T&D Modules and Events may be delivered via the following deployment platforms:*

•Deployment platforms used in the current CAD- Lab (GP)- Classroom (GP)- S-OJT: Structured, on-the-job training (SP)

•Other/optional deployment platforms for future use- Document (SP)- CBT/Multimedia (SP)- E-Learning- LotusNotes (SP)- Intranet/Homepage (SP)- Regional LAN (SP)GP = Group-paced GP = Group-paced

instructioninstructionSP = Self-paced instructionSP = Self-paced instruction

GP = Group-paced GP = Group-paced instructioninstructionSP = Self-paced instructionSP = Self-paced instruction

*Depending on the availability of delivery hardware, software, and other infrastructure

- Performance Aid (SP)- Audiotape (SP)- Videotape (SP)- U-OJT: Unstructured, on-the-job

training (SP)- Interactive Distance Learning (GP

or SP)

<CLIENT>—<PROJECT NAME>CAD Design Team Meeting Kick-off Presentation ©2002 EPPIC, Inc. XXX ### ##/##/## Page 14

CAD Process

Project Teams and Roles

Five Key Project TeamsFive Key Project Teams

Project Steering TeamProject Steering Team•Select candidate members for the Analysis, Design, and

Implementation Planning Teams•Review/critique the CAD Analysis Report•Review/critique the CAD Design Document•Review/critique the Implementation Planning Report

Analysis Team(s)Analysis Team(s)•Provide input in the analysis meeting regarding

performance requirements and knowledge/skill requirements

•Provide input regarding the typical performance gaps and possiblecauses of incumbent performers

Project Steering

Team

DesignTeam

AnalysisTeam

Implementation

Planning Team

Project ISD

Team

<CLIENT>—<PROJECT NAME>CAD Design Team Meeting Kick-off Presentation ©2002 EPPIC, Inc. XXX ### ##/##/## Page 15

CAD Process

Project Teams and Roles (continued)

Design TeamDesign Team• Influence the design of the T&D Path(s) structure and the T&D

Module and Event Specifications•Define typical T&D Paths for the <TARGET AUDIENCE> key roles

Implementation Planning TeamImplementation Planning Team•Prioritize the gap T&D Modules and Events•Establish the development costs for the gap T&D Modules and

Events

Project ISD TeamProject ISD Team•Conduct the actual work of the project•Composed of personnel from <xxx>

Project Steering

Team

DesignTeam

AnalysisTeam

Implementation

Planning Team

Project ISD

Team

<CLIENT>—<PROJECT NAME>CAD Design Team Meeting Kick-off Presentation ©2002 EPPIC, Inc. XXX ### ##/##/## Page 16

CAD Process

Phase 3: Design

DescriptionDescription –– The Design Team is facilitated through a systematic design process; some details are completed after the design meeting

Key Activities/TasksKey Activities/Tasks –– A Design Team composed of one to three members from the Analysis Team and members of the Project Team meet to define the design outputs; subsequently, a Project Steering Team gate review meeting is held

Key OutputsKey Outputs –– •Design Document with T&D Path(s), T&D Module Specifications, T&D Event

Specifications, T&D Module Inventory Framework, and Individual T&D Planning

Guide(s)•Phase 3 Kick-off Presentation•Phase 3 Review PresentationNote: The intent of the team approach to design is Note: The intent of the team approach to design is notnot “to design “to design

by committee” but to by committee” but to influenceinfluence the designers by committee the designers by committeeNote: The intent of the team approach to design is Note: The intent of the team approach to design is notnot “to design “to design

by committee” but to by committee” but to influenceinfluence the designers by committee the designers by committee

CAD Phase 1 CAD Phase 2 CAD Phase 3 CAD Phase 4

DesignDesign

©2002 EPPIC, Inc.

Project Planning & Kick-off

AnalysisImplementation

Planning

<CLIENT>—<PROJECT NAME>CAD Design Team Meeting Kick-off Presentation ©2002 EPPIC, Inc. XXX ### ##/##/## Page 17

CAD Design Steps

1. Establish the T&D Paths- Beginning - Middle - End

2. Establish AoP-derived Modules and place/sort on to the path(s) (B-M-E)

3. Review Existing T&D Assessments (ETAs) and sort onto the path(s)

4. Review each enabling knowledge/skill item and- Embed into AoP-derived Module

or- Place prior to first AoP-derived Module it enables

5. Modularize all nonembedded knowledge/skill items

<CLIENT>—<PROJECT NAME>CAD Design Team Meeting Kick-off Presentation ©2002 EPPIC, Inc. XXX ### ##/##/## Page 18

CAD Design Steps (continued)

6. Check sequence/flow of all - AoP-derived Modules- ETAs- K/S-derived Modules

7. “Eventize” all Modules, sequence on path, and detail deployment method, estimated length, etc.

8. Clean up T&D Path- Final titling, sequence, and phase timing

9. Close effort and debrief

<CLIENT>—<PROJECT NAME>CAD Design Team Meeting Kick-off Presentation ©2002 EPPIC, Inc. XXX ### ##/##/## Page 19

T&D Path and Individual Planning Guide Overview

Event TitleTraining Event Availability

= Fully Available = Partially Available, being

revised or under development = Unavailable

Code Key:

Delivery Method

GP = Group-pacedSP = Self-pacedC = Coached

Participation Requirement

M = Mandatory – by company policy and/or by governing regulation

HR = Highly recommended – represents a critical enabler for high performance and should be strongly considered if the individual does not possess this knowledge/skill set and has been assessed as required for current and future assignments

E = Elective – represents a required knowledge/skill enabler (and has been assessed as noncritical relative to all others)

Event Number

Delivery Method

Length

Availability Status

ParticipationRequirement

DeploymentPlatform

PretestAvailability

Prerequisites

New to theCompany

T&D Event04 TMC Orientation

S-OJT8 Hours

E

C

Pretest Not Available No Prerequisite Required

T&D Event29 Laws, Regulations, and CodesImpacting a TMC Store

S-OJT8 Hours

E

C

Pretest Not Available No Prerequisite Required

Immediate SurvivalSkills for the NewManager

T&D Event17 TMC Inventory Control SystemsUser Skills

Group-paced4 Hours

E

GP

Pretest Not Available No Prerequisite Required

ImmediateDevelopment for AllManagers

T&D Event14 Coaching for Long-termPerformance Improvement

Group-paced8 Hours

HP

GP

Pretest Not Available No Prerequisite Required

AdvancedDevelopment for AllManagers

T&D Event43 Store Layout and Design

Group-paced16 Hours

E

GP

Pretest Not Available No Prerequisite Required

T&D PathTMC Store Manager

TMCCurriculum Architecture Design

T&D Event02 TMC Management Processes

S-OJT8 Hours

E

C

Pretest Not Available No Prerequisite Required

T&D Event05 Basic Reading and Writing Skills

Group-paced8 Hours

E

GP

Pretest Not Available No Prerequisite Required

T&D Event20 Conducting Inventory Counts

Group-paced4 Hours

E

GP

Pretest Not Available No Prerequisite Required

T&D Event12 Basic Steps in the Hiring Process

Group-paced8 Hours

E

GP

Pretest Not Available No Prerequisite Required

T&D Event19 Negotiating with New Vendors

Group-paced8 Hours

E

GP

Pretest Not Available No Prerequisite Required

T&D Event03 Supervising Multiple Locations

S-OJT12 Hours

E

C

Pretest Not Available No Prerequisite Required

New to the Function:Management

T&D Event

12

Basic Steps in the Hiring Process

Group-paced8 Hours

E

GP

Pretest Not Available No Prerequisite Required

—T&D Event Title

—1

—1

—1

—1

—1

—1

—T&D—Event

—Number

—Learning—Cycle—Phase

—Employee—Needs for—Specific

—Assignment

—Priority for—Employee’s

—Development—H/M/L

—Employee—Needs—T&D

—T&D Events—to be

—Scheduled

—Actual—Completion

—Dates—MM/Q/YY

—Planned—Completion

—Dates—MM/Q/YY

—©2002 EPPIC, Inc.

—TMC Orientation

—TMC Policies and—Procedures

—TMC Management—Processes

—Laws, Regulations,—and Codes Impacting—a TMC Store

—TMC Field Operations

—TMC Inventory Control—Systems User Skills

—04

—32

—02

—29

—05

—20

—TMC Stores—Individual T&D Planning Guide—Employee Name—John Smith

—Store Manager —Karen Jones

—H —4/1 —4/15

—H

—M

—H —5/1 —5/10

<CLIENT>—<PROJECT NAME>CAD Design Team Meeting Kick-off Presentation ©2002 EPPIC, Inc. XXX ### ##/##/## Page 20

T&D Events and Modules Overview

Module ADeployment Method:Length:

• AoP Stuff-

-

• Enabling K/S Stuff-

-

• Embellishments -

-

Event XYZ

A

B

C

D

G

H

<CLIENT>—<PROJECT NAME>CAD Design Team Meeting Kick-off Presentation ©2002 EPPIC, Inc. XXX ### ##/##/## Page 21

•Conduct Phase 3 gate review with the Project Steering Team to review/modify (approve the design)

•Meet with Implementation Planning Team to determine priorities for all “gaps”

•Develop draft Implementation Planning Report for review with the Project Steering Team

•Conduct Phase 4 gate review with the Project Steering Team to review/modify (approve the priorities)

Next Steps and Meeting Close

Thank you for your participationThank you for your participationThank you for your participationThank you for your participation

<CLIENT>—<PROJECT NAME>CAD Design Team Meeting Kick-off Presentation ©2002 EPPIC, Inc. XXX ### ##/##/## Page 22

Key Project Contacts

<CONTACT NAME><ADDRESS><PHONE/FAX/E-MAIL>

<CONTACT NAME><ADDRESS><PHONE/FAX/E-MAIL>

<CONTACT NAME><ADDRESS><PHONE/FAX/E-MAIL>

<CONTACT NAME><ADDRESS><PHONE/FAX/E-MAIL>

<CONTACT NAME><ADDRESS><PHONE/FAX/E-MAIL>

<CONTACT NAME><ADDRESS><PHONE/FAX/E-MAIL>