1. MICRO TRAINING SERIES - for T&D Professionals
Education and Communications
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Communications, Education, Guidance & Training
for Learning How To Perform Back On the Job
By Guy W. Wallace 2018
Guy W. Wallace Pursuing Performance EPPIC Inc

2. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
A: Project Planning & Management
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001:
Agree to the project if you’re allowed to conduct a quick analysis for determining performance outputs, measures, tasks, and the typical gaps, and finally – the enabling K/Ss required.
Guy W. Wallace Pursuing Performance EPPIC Inc

3. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
A: Project Planning & Management
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002:
Plan in detail if the effort is complex, and then show that detail via both a visual map (PERT Chart) and in text in a table – show the tasks, roles/ responsibilities, scheduled Tasks’ start and stop dates.
Guy W. Wallace Pursuing Performance EPPIC Inc

4. Education effort, or a Training effort.
MICRO TRAINING SERIES - for T&D Professionals
Micro
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
A: Project Planning & Management
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003:
Be ready to start mapping out the PERT plan on your client’s whiteboard as you discuss their needs – after first determining if this is really a Communications effort, an
Education effort, or a Training effort.
Guy W. Wallace Pursuing Performance EPPIC Inc

5. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
A: Project Planning & Management
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004:
Create a Simple Plan if the effort is not complex – but still ensure it adequately communicates the effort’s tasks, roles/ responsibilities, and the scheduled Tasks’ start and stop dates.
Guy W. Wallace Pursuing Performance EPPIC Inc

6. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
A: Project Planning & Management
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005:
Create a Plan Template and Continuously Improve it as needed. Use it to determine the data/ information needs from the requestor. This will save time and quicken your response to your clients’ requests.
Guy W. Wallace Pursuing Performance EPPIC Inc

7. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
A: Project Planning & Management
OK to Share with Attribution!
006:
Create a standard Project Plan outline and template for quick responses to client requests. And to help ensure consensus on need and response.
Guy W. Wallace Pursuing Performance EPPIC Inc

8. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
A: Project Planning & Management
OK to Share with Attribution!
007:
Create a standard Project Plan Task outline and template for quickly adapting to specific efforts.
Guy W. Wallace Pursuing Performance EPPIC Inc

9. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
A: Project Planning & Management
OK to Share with Attribution!
008:
Create a standard Client & Stakeholder Interview Guide aligned to your Project Plan template.
Guy W. Wallace Pursuing Performance EPPIC Inc

10. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
A: Project Planning & Management
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009:
Create a standard framework for your efforts. This one is for my CAD methods:
Guy W. Wallace Pursuing Performance EPPIC Inc

11. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
A: Project Planning & Management
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010:
Create a standard framework for your efforts. This one is for my MCD methods:
Guy W. Wallace Pursuing Performance EPPIC Inc

12. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
A: Project Planning & Management
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011:
Follow Up all phone calls and F2F conversations with written communications documenting all discussion points and decisions.
Guy W. Wallace Pursuing Performance EPPIC Inc

14. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
B: Performance & K/S Analysis
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001:
Try to assemble an Analysis Team of Master Performers & Other SMEs to determine the Authentic Performance Requirements: Outputs, Tasks and Measures for both – and the Typical Gaps of the non-Master Performers.
Guy W. Wallace Pursuing Performance EPPIC Inc

15. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
B: Performance & K/S Analysis
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002:
Always determine the Awareness, Knowledge and Skills required of the Performers - AFTER first determining the Authentic Output and Task Requirements.
Guy W. Wallace Pursuing Performance EPPIC Inc

16. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
B: Performance & K/S Analysis
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003:
Always determine the appropriate ReUse for any Existing Content, after first determining what Tasks need to be performed, and what Awareness, Knowledge & Skills are Required to perform those Tasks.
Guy W. Wallace Pursuing Performance EPPIC Inc

17. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
B: Performance & K/S Analysis
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004:
ReUse of Existing Content - can be either “As Is” or “After Modification.”
And there are times when Existing Content with “Face Validity” does not really fit, and should not be ReUsed.
Guy W. Wallace Pursuing Performance EPPIC Inc

18. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
B: Performance & K/S Analysis
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005:
The Typical Gaps of non-Master Performers are potential areas of focus for Formal Learning depending on the Risks and/or Rewards associated with those Tasks and Outputs.
Guy W. Wallace Pursuing Performance EPPIC Inc

19. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
B: Performance & K/S Analysis
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006:
Don’t collect any Analysis data not used directly in the Design of a Path/Map - or in the Design and Development of the modularized Content.
Guy W. Wallace Pursuing Performance EPPIC Inc

20. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
B: Performance & K/S Analysis
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007:
Defer detailed Analysis until later, given the chance that you may not need it after targeting by the client. You will always do some level of Analysis during both Design and Development efforts. Defer details until needed for next steps.
Guy W. Wallace Pursuing Performance EPPIC Inc

21. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
B: Performance & K/S Analysis
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008:
Most Task Analysis isn’t done within the Context of a named Process, or identifies the Outputs & Measures that the Task leads to, nor identifies other Performers involved in the Task performance. Capture that as well vs. just listing Tasks.
Guy W. Wallace Pursuing Performance EPPIC Inc

23. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
C: T&D Path Design
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001:
Training & Development Paths or Maps should be “As Rigorous As Required” and “As Flexible As Feasible.” That Flexibility enables some skipping and sequence changes to match the job assignment.
Guy W. Wallace Pursuing Performance EPPIC Inc

24. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
C: T&D Path Design
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002:
Training & Development Paths or Maps should be organized and modularized by the same Master Performers and Other SMEs who generated the Analysis data used in the Path’s/Map’s construction.
Guy W. Wallace Pursuing Performance EPPIC Inc

25. Having a logical process for using all of the Analysis
MICRO TRAINING SERIES - for T&D Professionals
Micro
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
C: T&D Path Design
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003:
Having a logical process for using all of the Analysis
Data in the design
of a Path or Map
gives everyone
greater confidence.
Guy W. Wallace Pursuing Performance EPPIC Inc

26. A Path or Map with Truth-in-Titling, visible deployment methods, and
MICRO TRAINING SERIES - for T&D Professionals
Micro
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
C: T&D Path Design
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004:
A Path or Map with Truth-in-Titling, visible deployment
methods, and
estimated lengths,
enables others to
test the logic.
Guy W. Wallace Pursuing Performance EPPIC Inc

27. Minimize the need for Pre-Requisites unless absolutely Necessary. And
MICRO TRAINING SERIES - for T&D Professionals
Micro
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
C: T&D Path Design
OK to Share with Attribution!
005:
Minimize the need for Pre-Requisites unless absolutely
Necessary. And
then allow for the
“testing out”
of all of them.
Guy W. Wallace Pursuing Performance EPPIC Inc

28. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
C: T&D Path Design
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006:
Tie T&D Paths together to build upon one another, for jobs that typically progress
from one to another.
Guy W. Wallace Pursuing Performance EPPIC Inc

29. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
C: T&D Path Design
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007:
OJT - On-the-Job Training can be Structured (the 20) or Un-Structured (Informal Learning
– the 70).
Guy W. Wallace Pursuing Performance EPPIC Inc

30. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
C: T&D Path Design
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008:
The 1st Segment or Phase of T&D Paths or Maps should include both OnBoarding and Immediate Survival Skills, as dictated by the Master Performers on the Analysis and Design Teams.
Guy W. Wallace Pursuing Performance EPPIC Inc

32. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
D: Modular Content Design
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001:
After determining the Learning Objectives from the Performance Analysis data, define the Application Exercise(s), any Demos (if needed), and all of the Infos needed in order to succeed in the Application Exercise(s).
Guy W. Wallace Pursuing Performance EPPIC Inc

33. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
D: Modular Content Design
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002:
Backwards Chaining the Content Flow from a performance-based Objective, helps ensure that only what’s really needed is included. 1 4 3 2
INFOs
DEMOs
APPOs
Guy W. Wallace Pursuing Performance EPPIC Inc

34. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
D: Modular Content Design
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003:
Making it the Content Flow Visible helps others assess the necessity and flow logic of all of the K/S Items.
Guy W. Wallace Pursuing Performance EPPIC Inc

35. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
D: Modular Content Design
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004:
Performance Models directly feed the Lesson Map’s Learning Objectives, Application Exercises & Demos; while the K/S Matrices feed the INFOs.
Guy W. Wallace Pursuing Performance EPPIC Inc

37. No need to boil the ocean for a cup of tea, as the saying goes.
MICRO TRAINING SERIES - for T&D Professionals
Micro
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
E: Content Development
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001:
Content Topics tied back to specific Tasks helps limit the Content to just that which is needed to Perform.
No need to boil the ocean for a cup of tea, as the saying goes.
Guy W. Wallace Pursuing Performance EPPIC Inc

38. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
E: Content Development
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002:
Assign and involve a Lead Developer back during Analysis or Design efforts for continuity into the Development Phase. Have them co-conduct a Development Kick-off and Q&A with the Analysts and Designers.
Guy W. Wallace Pursuing Performance EPPIC Inc

39. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
E: Content Development
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003:
Conduct informal Alpha and Beta Testing of your Content prior to Pilot Testing – so as to not waste the time of Pilot Test Participants and the resources needed for a formal, full and authentic Pilot Test.
Guy W. Wallace Pursuing Performance EPPIC Inc

40. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
E: Content Development
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004:
Create a Style Guide and Templates for all types of Mode/Media Deliverables so that Developers don’t waste time in arbitrary decisions - placing logos in corners or determining font sizes and text styles, etc.
Guy W. Wallace Pursuing Performance EPPIC Inc

41. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
E: Content Development
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005:
Create a logically organized repository for standard text, graphics and photos, to increase ReUse and accelerate efforts and reduce costs.
Guy W. Wallace Pursuing Performance EPPIC Inc

43. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
F: Content Pilot Testing
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001:
Use typical Target Audience members in Pilot Tests to measure pre and post levels of Performance Competence.
Use Master Performers to test Content accuracy, completeness and appropriateness. Segregate the results.
Guy W. Wallace Pursuing Performance EPPIC Inc

44. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
F: Content Pilot Testing
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002:
Conduct the Pilot Test(s) in the same context(s) as expected for typical participation. Conduct in multiple contexts if that could happen. Allow interruptions if that is authentic as well. Conduct Full Destructive Testing.
Guy W. Wallace Pursuing Performance EPPIC Inc

45. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
F: Content Pilot Testing
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003:
The Pilot Test should be a Full Destructive Test of all aspects of the Content and Deployment/Delivery, conducted in a manner as authentic as possible.
Guy W. Wallace Pursuing Performance EPPIC Inc

46. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
F: Content Pilot Testing
OK to Share with Attribution!
004:
A full Pilot Test may not be necessary for Content when it is part of a series, when earlier Content has been fully tested. An Alpha and Beta Test conducted during Development may suffice.
Guy W. Wallace Pursuing Performance EPPIC Inc

48. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
G: Content Release
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001:
Create standard Content Release/ Availability “Announcements” and Communications Packages for PUSH the various Target Audiences – and PULL – and use multiple channels to reach them.
Guy W. Wallace Pursuing Performance EPPIC Inc

49. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
G: Content Release
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002:
Announce the “Release” of Content Updates and help potential target Audiences determine if the update is worth their while. Consider releasing both the “Full Updated Content” as well as “Just the Updates.”
Guy W. Wallace Pursuing Performance EPPIC Inc

51. And then use that feedback.
MICRO TRAINING SERIES - for T&D Professionals
Micro
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
H: Content Delivery/Deployment
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001:
Make it easy for T&D Participants to provide feedback on all aspects of the Experience – anonymously or attributed at their discretion.
And then use that feedback.
Guy W. Wallace Pursuing Performance EPPIC Inc

52. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
H: Content Delivery/Deployment
OK to Share with Attribution!
002:
Minimize restricting Access to your Content – to enable others to use it to learn about other jobs within the Enterprise. Help with both formal and informal Career Pathing for everyone’s benefit.
Guy W. Wallace Pursuing Performance EPPIC Inc

53. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
H: Content Delivery/Deployment
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003:
Facilitators and Coaches my need to be trained and certified or qualified for their delivery competence beyond their personal knowledge of the Subject Matter and their proven Competence on-the-job. It’s different.
Guy W. Wallace Pursuing Performance EPPIC Inc

55. The most important data to assess is whether or not T&D Participants
MICRO TRAINING SERIES - for T&D Professionals
Micro
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
I: Content Evaluation & Maintenance
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001:
The most important data to assess is whether or
not T&D Participants
have developed some level of Performance Competence.
Guy W. Wallace Pursuing Performance EPPIC Inc

56. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
I: Content Evaluation & Maintenance
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002:
Some Content is easily predicted to be Volatile while other Content as Stable. Coordinate your assessment for maintenance efforts accordingly. If your build or buy or curate it – be ready to keep it evergreen as well.
Guy W. Wallace Pursuing Performance EPPIC Inc

57. You now have two things to fix.
MICRO TRAINING SERIES - for T&D Professionals
Micro
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
I: Content Evaluation & Maintenance
OK to Share with Attribution!
003:
If the Performance Capabilities of your Content – proven during delivery – does not actually transfer and then stick in the workplace - your Analysis efforts failed to forecast that.
You now have two things to fix.
Guy W. Wallace Pursuing Performance EPPIC Inc

59. MICRO TRAINING SERIES - for T&D Professionals
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
J: Client & Stakeholder Alignment
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001:
Create a formal alignment with your Stakeholders so that you only work on their Critical Business
Issues. Everything
else is low hanging
fruit, as they say.
Guy W. Wallace Pursuing Performance EPPIC Inc

60. A More formal Governance & Advisory System puts your efforts under the
MICRO TRAINING SERIES - for T&D Professionals
Micro
Communications, Education, Guidance & Training for Learning How To Perform Back On the Job
J: Client & Stakeholder Alignment
OK to Share with Attribution!
002:
A More formal Governance & Advisory System puts your
efforts under the
control of the
Enterprise leaders.
Appropriately.
Guy W. Wallace Pursuing Performance EPPIC Inc