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

2. 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

3. 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

4. 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

5. 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

6. 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

7. 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

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

9. 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

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

11. 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

12. 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

13. 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

14. 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

15. 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

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

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

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

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

20. 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

21. 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

22. 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

23. 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

24. 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

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

26. 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

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

28. 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

29. 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

30. 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

31. 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

32. 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

33. 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

34. 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

35. 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

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

37. 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

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

39. 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

40. 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

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

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

43. 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

44. 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

45. 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

46. 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

47. 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

48. 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

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

50. Focus on the Performance Requirements and Enable Them