<CLIENT> CAD Design Team Meeting Kick-off Presentation <Date> Prepared for: <Name, Title> <Name, Title> <Name, Title> Prepared by: <Name, Title> XXX ###

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> <TARGET AUDIENCE> CAD Phase 1 CAD Phase 2 CAD Phase 3 CAD Phase 4 ©2002 EPPIC, Inc. Project Planning & Kick-off Analysis Design Implementation Curriculum Architecture Design and PACT Process are service marks of EPPIC, Inc.

Meeting Purpose The purpose of this meeting is to

Design Meeting Agenda Meeting open and introductions Project background, overview, and status update Design Phase overview Meeting summary and close

Meeting Participant Introductions Name Organization/job title Background experience “Stakes” in this project effort Plus any . . . Questions/Comments/Concerns

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)

CAD Overview and Orientation Review (continued) CAD products for the ISD customer T&D Path – a menu of relevant T&D – T&D Event Title 1 T&D Event Number Learning Cycle Phase Employee Needs for Specific Assignment ü Priority for Employee’s Development H/M/L Needs T&D Events to be Scheduled Actual Completion Dates MM/Q/YY Planned ©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 M 5/1 5/10 Individual T&D Planning Guide – a tool to use when downselecting T&D –

CAD Overview and Orientation Review (continued) CAD products for the ISD supplier Module Inventory Framework 1 2 3 4 5 Event Specs Module Specs 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

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

CAD Process Four-Phase Approach CAD Phase 1 CAD Phase 2 CAD Phase 3 CAD Phase 4 Project Planning & Kick-off Analysis Design Implementation ©2002 EPPIC, Inc. 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

Key CAD Outputs Key Outputs of a Curriculum Architecture Design Project Kick-off Phase Analysis Phase   Project Plan Target Audience Data Job: A Performance Model Job: A  Design Phase Knowledge/ Skill Matrix  Individual T&D Planning Guide Target Audience Data Job: B Performance Model Job: B  Existing T&D Assess- ments  T&D Path for a Job/Job Family Target Audience Data Job: C Performance Model Job: C  Target Audience Data Job: D Performance Model Job: D T&D Module Specs Implementation Phase   T&D Module Inventory Framework Gap Priorities T&D Event Specs ©2002 EPPIC, Inc.

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 Module: 1.02 Module: 5.71 Lesson A Lesson A Lesson B Lesson B Lesson C T&D Event: ABC Module: 1.02 Module: 5.71 Lesson A Lesson A Lesson B Lesson B Lesson C ©2002 EPPIC, Inc.

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) Performance Aid (SP) Audiotape (SP) Videotape (SP) U-OJT: Unstructured, on-the-job training (SP) Interactive Distance Learning (GP or SP) GP = Group-paced instruction SP = Self-paced instruction *Depending on the availability of delivery hardware, software, and other infrastructure

CAD Process Project Teams and Roles Five Key Project Teams Project 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) Provide input in the analysis meeting regarding performance requirements and knowledge/skill requirements Provide input regarding the typical performance gaps and possible causes of incumbent performers Project Steering Team Analysis Team Design Team Implementation Planning Team Project ISD Team

CAD Process Project Teams and Roles (continued) Project Steering Team Analysis Team Design Team Implementation Planning Team Project ISD Team Design 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 Team Prioritize the gap T&D Modules and Events Establish the development costs for the gap T&D Modules and Events Project ISD Team Conduct the actual work of the project Composed of personnel from <xxx>

CAD Process Phase 3: Design CAD Phase 1 CAD Phase 2 CAD Phase 3 CAD Phase 4 Design ©2002 EPPIC, Inc. Project Planning & Kick-off Analysis Implementation Description – The Design Team is facilitated through a systematic design process; some details are completed after the design meeting Key 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 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 Presentation Note: The intent of the team approach to design is not “to design by committee” but to influence the designers by committee

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

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

T&D Path and Individual Planning Guide Overview T&D Event Title 1 T&D Event Number Learning Cycle Phase Employee Needs for Specific Assignment ü Priority for Employee’s Development H/M/L Needs T&D Events to be Scheduled Actual Completion Dates MM/Q/YY Planned ©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 M 5/1 5/10

T&D Events and Modules Overview Module A Deployment Method: Length: AoP Stuff - Enabling K/S Stuff Embellishments Event XYZ A B C D G H

Next Steps and Meeting Close 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) Thank you for your participation

Key Project Contacts <CONTACT NAME> <ADDRESS> <PHONE/FAX/E-MAIL> <CONTACT NAME> <ADDRESS> <PHONE/FAX/E-MAIL>