lean-ISD - EPPIC › 2012 › 02 › p-1000-lean... · 2012-02-03 · lean-ISD lean applied to ISD...

TRAINING ’98—Session #415 © 1998 CADDI, Inc. 2/18/98 P-1000

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lean-ISD

Session #415 TRAINING ’98

Conference Presentation

Peter R. Hybert

Guy W. Wallace

CADDI, Inc.


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lean

Concept from the book:

The Machine That Changed the World

by:

James P. Womack

Daniel T. Jones

Daniel Roos


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lean

Best of both mass and craft production

Principles and attributes of lean

• Teamwork

• Communication

• Efficient use of resources and elimination of

waste

• Continuous improvement


4

lean

Attributes of a lean process/methodology

• Defined process/steps

• Defined roles/responsibilities

• Standard tools/templates

• Flexible


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ISD

Common Benefits Common Complaints

• More interactivity and/or testing

• More effective instructional process

• Focus on job performance and learning versus content

• Better use of instructional media

• Takes too long

• Impossible to forecast and manage

• Variable results— depends on the designer

• Each designer uses his/her own process, formats, defaults, etc.


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ISD

The bottom line—it is difficult to get consistent, reliable results implementing ISD in a corporate

training organization

Common Benefits Common Complaints

• More interactivity and/or testing

• More effective instructional process

• Focus on job performance and learning versus content

• Better use of instructional media

• Takes too long

• Impossible to forecast and manage

• Variable results— depends on the designer

• Each designer uses his/her own process, formats, defaults, etc.


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lean-ISD

lean applied to ISD would have beneficial impacts on

• Quality

• Cycle time

• Cost


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lean-ISD via the PACTSM Processes for T&D

CAD Curriculum Architecture Design

CADDI’s PACT Processes for T&D


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CAD

MCD

Curriculum Architecture Design

Modular Curriculum Development




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IAD

CAD

MCD



Instructional Activity Development




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IAD

CAD

PACT Analysis

MCD







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IAD

CAD

PACT Analysis

MCD

Project Planning & Management







13


IAD

CAD

PACT Analysis

MCD





Three levels of ISD


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Let’s look at some examples


Akin to systems engineering of products

• Car development

• Telecommunications product development

• Software development


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lean-Car Development

Component Design &

Development

Auto Integrated Systems Design

Customer Requirements

& Supplier Capabilities

System Design &

Development


e.g., Four-door pickup truck

e.g., H/V/AC system design

e.g., Backseat fan control mechanism


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lean-Telecommunications Product Development

Component Design &

Development

Network Integrated Systems Design



System Design &

Development


e.g., Networked phone system

e.g., Phone handset

e.g., “Redial” button


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lean-Software Development

Component Design &

Development

Application Suite

Systems Design



System Design &

Development


e.g., Integrated corporate financial system

e.g., Spreadsheet application

e.g., “Cut & paste” function


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PACT Processes for T&D

CAD - Curriculum Architecture Design

Macrolevel ISD analysis and design


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Systems analysis and systems engineering design

of the T&D product line

• Modular design product line

Product X


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Product Y Product X


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Product X Product Y








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Product X Product Y

CAD assists in a reuse strategy for modules/chunks of T&D content








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MCD - Modular Curriculum Development

Midlevel analysis and design

Akin to the ADDIE

Model, also known as the “big

block diagram,” from

the work of Robert Gagne,

Leslie Briggs, Robert Moran,

and Robert Branson


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MCD - Modular Curriculum Development

Midlevel analysis and design

Akin to the ADDIE

Model, also known as the “big

block diagram,” from

the work of Robert Gagne,

Leslie Briggs, Robert Moran,

and Robert Branson

Analysis A

Design D

Development D

Implementation I

Evaluation E


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IAD - Instructional Activity Development

Microlevel analysis and design

Development of typical instructional elements or

activities, such as

• Simulation exercises

• Performance tests

• Structured, on-the-job training

• Demonstrations

• Case studies

• Etc.


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Analysis

Similar front-end analysis for each PACT Process for

T&D

IAD

CAD

PACT Analysis

MCD



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Analysis

Four types of ISD Analysis

PACT Analysis


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Analysis

PACT Analysis

Target Audience Data



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PACT Analysis


Performance Modeling


Analysis



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PACT Analysis



Knowledge/Skill Analysis


Analysis



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PACT Analysis



Knowledge/Skill Analysis

Existing T&D Assessment


Analysis



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PACT embraces

• Structured processes

• Predefined roles and responsibilities

• Detailed planning

• Continuous communications

• Customer control of content/

supplier control of process


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Planning and communications tools and templates

• Systematic engagement of customers and

stakeholders

- The right people doing the right things at the right time

• Interview guides

• Project Plan templates

- CAD

- MCD

- IAD

• PST gate review meeting presentations


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Gated Project Phases

Each PACT Process has a gated process model

• Gates are key customer/stakeholder

review/approval/decision points

CAD Phase 4

Implementation

Planning

CAD Phase 1

Project

Planning

& Kick-off

CAD Phase 2

Analysis

CAD Phase 3

Design


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MCD Phase 4

Development/

Acquisition

MCD Phase 1

Project

Planning

& Kick-off

MCD Phase 2

Analysis

MCD Phase 3

Design

MCD Phase 5

Pilot Test

MCD Phase 6

Revision &

Release


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IAD Phase 4

Development

IAD Phase 1

Project

Planning

& Kick-off

IAD Phase 2

Analysis

IAD Phase 3

Design

IAD Phase 5

Pilot Test

IAD Phase 6

Revision &

Release


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CAD Phase 4

Implementation

Planning

CAD Phase 1

Project

Planning

& Kick-off

CAD Phase 2

Analysis

CAD Phase 3

Design

Each PACT Process is the starting point for

situational adjustment/adaptation

• Phase combinations are possible


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CAD Phase 4

Implementation

Planning

CAD Phase 1

Project

Planning

& Kick-off

CAD Phases 2/3

Analysis/Design







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MCD Phase 4

Development/

Acquisition

MCD Phase 1

Project

Planning

& Kick-off

MCD Phase 2

Analysis

MCD Phase 3

Design

MCD Phase 5

Pilot Test

MCD Phase 6

Revision &

Release







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MCD Phase 4

Development/

Acquisition

MCD Phase 1

Project

Planning

& Kick-off

MCD Phases 2/3

Analysis/Design

MCD Phase 5

Pilot Test

MCD Phase 6

Revision &

Release







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IAD Phase 4

Development

IAD Phase 1

Project

Planning

& Kick-off

IAD Phase 2

Analysis

IAD Phase 3

Design

IAD Phase 5

Pilot Test

IAD Phase 6

Revision &

Release







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IAD Phases 4/5/6

Development, Pilot Test,

and Revision & Release

IAD Phases 2/3

Analysis/Design






IAD Phase 1

Project

Planning

& Kick-off


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Teams & Roles/Responsibilities

Project Steering Team

Analysis Team

Design Team

Implementation Planning Team

Typical Teams — CAD


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Analysis Team

Design Team

Development Team

Pilot Test Team



Typical Teams — MCD


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Analysis Team

Design Team

Development Team

Pilot Test Team



Typical Teams — IAD


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Word Processing Templates

• Project Plan

• Proposal

• Project Steering Team Review

Presentations

• Invitation and Confirmation

Letters


Tools and Go-by’s

• Stakeholder/Customer

Interview Guide

• Project Plan

• Proposal


Tools and Templates


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Analysis


Tools and Templates


• Target Audience Data

• Performance Model

• Knowledge/Skill Matrix

• Existing T&D Assessment

• Analysis Team Kick-off

Presentation


Presentation

Tools and Go-by’s

• Analysis Report

• Analysis Database


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Design


Tools and Templates


• Event Specs and Maps

• Module Specs and Maps

• Lesson Specs and Maps

• Activity Specs


Presentation

• Design Team Kick-off

Presentation

Tools and Go-by’s

• Design Document

• Design Database


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Development


Tools and Templates


Tools and Go-by’s


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Customer/Stakeholder

• Project is visible and predictable in terms of

- T&D quality - Investment and returns

- Project tasks and schedule

• Provides managerial review and control points

Supplier

• Puts ISD suppliers in control of instructional integrity within the parameters set by the customer

• Templates and tools enable detailed project planning and communications with the customer

Learner

• T&D is performance oriented and will have a positive impact on learner’s ability to perform

• Modular structure provides flexibility for learner participation

lean-ISD via the PACT Processes for T&D

Business Benefits


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lean-ISD via the PACT Processes for T&D

Business Benefits

Ensures voice of the customer and voice of the supplier in ISD projects

Customer/Stakeholder

• Project is visible and predictable in terms of

- T&D quality - Investment and returns

- Project tasks and schedule

• Provides managerial review and control points

Supplier

• Puts ISD suppliers in control of instructional integrity within the parameters set by the customer

• Templates and tools enable detailed project planning and communications with the customer

Learner

• T&D is performance oriented and will have a positive impact on learner’s ability to perform

• Modular structure provides flexibility for learner participation


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lean-ISD Summary

• A blend of the best of both craft and mass

production approaches, applied to ISD

- Common process

- Gated process models

- Use of teams

- Use of tools and templates

• Multilevel design hierarchy used to ensure

platform, modular, integrated ISD


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Standard, but flexible processes and methodologies for ISD

lean-ISD Summary

• A blend of the best of both craft and mass

production approaches, applied to ISD

- Common process

- Gated process models

- Use of teams

- Use of tools and templates

• Multilevel design hierarchy used to ensure

platform, modular, integrated ISD


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lean-ISD

Thank You!

lean-ISD - EPPIC › 2012 › 02 › p-1000-lean... · 2012-02-03 · lean-ISD lean applied to ISD...

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