The PACT Processes for ISD – Phase By Phase Review v. January 2019 Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

3 Levels of Instructional Systems Design The PACT Processes for ISD – Phase By Phase Review 3 Levels of Instructional Systems Design Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review 3 Levels of ISD in PACT CAD Curriculum Architecture Design – to design/redesign the learning path for critical target audiences, re-use all existing content as appropriate, identify and prioritize gaps and estimate costs to develop/acquire. There are typically 4 Project Steering Team Gate Review Meetings. CAD MCD Modular Curriculum Development – to design/redesign the learning content, re-use all existing content as appropriate. This is the ADDIE-like level of PACT - with 4 Project Steering Team Gate Review Meetings. MCD IAD Instructional Activity Development – to design/redesign the learning content, re-use all existing content as appropriate. This is another ADDIE-like level in PACT - with 4 Project Steering Team Gate Review Meetings. IAD The 3 levels of design in PACT are enabled by both common Project Planning/Management and common Analysis approaches and tools. Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The Design Is As Only Good As The Analysis Data That Feeds It The PACT Processes for ISD – Phase By Phase Review The Design Is As Only Good As The Analysis Data That Feeds It Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

4 Types of Analysis Data Feed Design in the PACT Processes The PACT Processes for ISD – Phase By Phase Review 4 Types of Analysis Data Feed Design in the PACT Processes Target Audience Data Performance Data Enabling K/S Data Existing T&D Data Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

Plan & Manage PACT Projects The PACT Processes for ISD – Phase By Phase Review The Common PACT Project Planning & Management Tools & Techniques Make It Easier to Learn “How To” Plan & Manage PACT Projects Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review Architecture leads to Building and/or Buying Instructional Content Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review A CAD Effort defines the Needs for a Job, Job Family, Process Participants or an Entire Function or Enterprise – and Rationalizes the ReUse of Existing Content The Effort Produces One or More T&D Paths & Individual Planning Guides to Enable Customizing the Development Plan based on the Assignment and the Incoming K/S of Each Learner/Performer. Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review Typical Time Burdens Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review Analysis Phase Implementation Phase Kick-off Phase 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 Module Inventory Framework  T&D Event Specs  T&D Path for a Job/Job Family  Individual T&D Planning Guide  Design Phase ©2002 EPPIC, Inc. Gap Priorities Project Plan Typical Project Outputs Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review Project Planning & Kick-off CAD Phase 1 Description – Project priorities, direction, and resources are defined; potential issues and/or stakeholder requirements should be uncovered and planned for during this phase to ensure the success of downstream phases Activities/Tasks – Project Steering Team gate review meeting is held to review the proposed project and schedule and to obtain commitments for Master Performers Key Outputs – Draft and Final Project Plan Phase 1 Project Steering Team Gate Review Meeting Kick-off Presentation Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review Analysis CAD Phase 2 Description – Establish a common view of the personnel, performance requirements, knowledge/skill requirements, and appropriateness and completeness of any existing training; this common view will form the basis for the training design Key Activities/Tasks – A 2- to 4-day analysis meeting or individual interviews with the target population is conducted to identify the job requirements, performance gaps, and knowledge/skill requirements; a subsequent Project Steering Team Gate Review Meeting is held to review all the data Key Outputs – Analysis Report with the Target Audience Data, Performance Model, Knowledge/Skill Matrix, Existing T&D Assessment Phase 2 Analysis Team Meeting Kick-off Presentation Phase 2 Project Steering Team Gate Review Meeting Presentation Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review Design CAD Phase 3 Description – The Design Team is facilitated through a systematic design process to produce high-level design specifications for the curriculum Key Activities/Tasks – A Design Team composed of up to seven members from the Analysis Team meet to define the design outputs; subsequently, a Project Steering Team Gate Review Meeting is held Key Outputs – Phase 3 Design Team Meeting Kick-off Presentation A CAD Design Document including high-level design specifications for T&D Path(s) T&D Module Specifications T&D Event Specifications T&D Module Inventory Framework Individual T&D Planning Guide(s) Phase 3 Project Steering Team Gate Review Meeting Presentation Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review Implementation Planning CAD Phase 4 ©2002 EPPIC, Inc. Description Establish the development (implementation) costs for the priority T&D Modules and Events Key Activities/Tasks Prioritize the gap T&D Modules and Events Establish the development costs for the gap T&D Modules and Events Key Outputs CAD Implementation Plan Phase 4 Project Steering Team Gate Review Meeting presentation The Gap T&D not Prioritized for Build/Buy Efforts post-CAD are left as Un-Structured OJT – which recently has become better known as Informal Learning. All Learning Starts as Informal Until Someone Resources It to Become More Formal. Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review 2 Paths Produced in 1 CAD Project Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review 7 Paths Produced in 1 CAD Project Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review My clients have often changed the label that I default to when naming the T&D Path. And that’s fine with me. Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review T&D Paths should always be as Rigorous as Required and as Flexible as Feasible Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review From my April 1985 Presentation at NSPI – which is now ISPI Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review The Top Down Design of a T&D Path Enables Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review The Individual T&D Planning Guide enables the learner/Performer and their boss to take the T&D Events in the suggested sequence of the T&D Path and customize it for that learner/Performer’s assignment and to account for their incoming Knowledge/Skills from prior education and experiences. The Development effort is Performance-ized prior to being Personalized Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The Default Output Options Are Always: The PACT Processes for ISD – Phase By Phase Review A MCD Effort Builds Instructional Products With or Without a Prior CAD Effort Being Conducted The Default Output Options Are Always: 1 - Standalone Job Aids 2 - Job Aids in Training 3 - Training for Memorization Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review Time estimates for a 3-Day Group Paced T&D Event Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review My clients sometimes hire me to conduct MCD Stage 1 and then their staff takes on MCD Stage 2. Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review MCD Phase 1 Project Planning & Kick-off Description – Project priorities, direction, and resources are defined; potential issues and/or stakeholder requirements should be uncovered and planned for during this phase to ensure the success of downstream phases Activities/Tasks – Project Steering Team Gate Review Meeting is held to review the proposed project and schedule and to obtain commitments for Master Performers for the remaining Phases of the project Key Outputs – Draft and Final Project Plan Phase 1 Project Steering Team Gate Review Meeting Kick-off Presentation Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review MCD Phase 2 Description – Establish a common view of the personnel, performance requirements, knowledge/skill requirements, and appropriateness and completeness of any existing training; this common view will form the basis for the training design (this may be unnecessary or modified/shortened if this MCD effort follows a CAD effort) Key Activities/Tasks – An analysis meeting or individual interviews with the target population is conducted to identify detailed job performance requirements, performance gaps, and detailed knowledge/skill requirements; a subsequent Project Steering Team Gate Review Meeting is held to review all the data before proceeding with Design efforts Key Outputs – Phase 2 Analysis Team Meeting Kick-off Presentation Analysis Report documenting: the Target Audience Data, Performance Model, Knowledge/Skill Matrix, Existing T&D Assessment) Phase 2 Project Steering Team Gate Review Meeting Presentation Analysis Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review MCD Phase 3 Design Description – The Design Team is facilitated through a systematic design process to produce detailed-level design specifications for the instruction Key Activities/Tasks – A Design Team composed of members from the Analysis Team meet to define the design outputs; subsequently, a Project Steering Team Gate Review Meeting is held to approve the detailed Design prior to Development beginning, and commitments are obtained for support by Master Performers for the Phase 4 Development efforts and for both Master Performers and Novice Performers for the Phase 5 Pilot Test efforts Key Outputs – Phase 3 Design Team Meeting Kick-off Presentation A MCD Design Document including high-level design specifications for T&D Event Map & Specifications T&D Lesson Maps & Specifications T&D Instructional Specifications Phase 3 Project Steering Team Gate Review Meeting Presentation Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review MCD Phase 4 Development/ Acquisition Description – The Development Team follows the detailed-level design specifications for developing the instruction Key Activities/Tasks – A Development Team composed of members from the Analysis & Design Team meet to support the ISD Team in developing instructional content; subsequently, Alpha Testing and Beta Testing efforts and updates are conducted in preparation of the Phase 5 Pilot-Test efforts Key Outputs – Phase 4 Development Team Meeting Kick-off Presentation Instructional materials and support materials are produced for conducting the Phase 5 Pilot Test Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review MCD Phase 5 Pilot Test Description – The Pilot Test Team is facilitated through a realistic deployment of the instruction, as it was designed to be deployed and completed, and systematic evaluations are conducted Key Activities/Tasks – A Pilot-Test Team composed of both Master Performers and Novice Performers participates in the instruction as designed and that effort is evaluated and documented along with Revision Recommendations; subsequently, a Project Steering Team Gate Review Meeting is held to review the Pilot Test results and approve the Revision Recommendations prior to the Phase 6 Revision & Release efforts Key Outputs – Phase 5 Evaluation Results and Revision Recommendations Report Phase 5 Project Steering Team Gate Review Meeting Presentation Final Revision Specifications Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review MCD Phase 6 Revision & Release Description – The Development Team updates the instructional materials per the Revision Specifications and releases the materials into the Administration and Deployment systems Key Activities/Tasks – The Development Team makes the updates and hands off the masters to the Enterprise administration and deployment systems; and subsequently conducts and documents a Lessons Learned efforts for continuous process improvement Key Outputs – Updated instructional materials Lessons Learned Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review An IAD Effort Builds Components of Instruction Such As Job Aids – Instead of or Before Typical Instructional Products Are Built This was determined as a needed level of Design when in 1987 Guy was asked post-CAD if he could build just the Demonstrations for a client’s National Sales Meeting and then later build the Instructional Content and Job Aids around those Demonstrations. Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review The Process Tasks and Outputs of an IAD effort are the same as for an MCD effort and are most typically used when Instructional components are developed prior to or in parallel with MCD efforts and outputs MCD or IAD efforts might precede a CAD effort The PACT Processes are a Flexible Approach to ISD Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review The 5 Tier Inventory Houses: T&D Events T&D Modules/ Lessons T&D Instructional Activities Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review The PACT Data Logic… Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

For the ROI Why Bother? It Seems to Be Very Detailed The PACT Processes for ISD – Phase By Phase Review Why Bother? It Seems to Be Very Detailed And Engineering Oriented And Perhaps Overkill in the Extreme For the ROI Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review Hundreds & Hundreds of Free Resources from Guy are available on the EPPIC Website Articles Audios Books Presentations Videos Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review Hundreds & Hundreds of Free Resources from Guy are available on the EPPIC Website Including… Articles from 1984 on these Methods Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review 1999 Available as a Free PDF and as a Kindle or Paperback Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review 2011 Paperbacks for $15 each and Kindles for $7.50 each. Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review Hundreds & Hundreds of Free Resources from Guy are available on the EPPIC Website Including… Use Free Resources Develop Yourself for Free Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

The PACT Processes for ISD – Phase By Phase Review guy.wallace@eppic.biz Guy W. Wallace Pursuing Performance EPPIC Inc. www.eppic.biz

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