1. Houston ASTD Conference How the use of "Single-Sourcing" for Standard Operating Procedures (SOP) can reduce training development time, increase compliance and improve quality, while reducing risk. Dr. Peter J. Rizza, Jr. prizza@princetoncenter.com www.expresstrain-ts.com

2. Houston ASTD Conference This session will: 1 – Show how using "Single Sourcing" can help regulated industries manage their SOP's, increase compliance and improve quality, while reducing risk. 2 – Review a novel approach to accelerate the capture of core content using templates based on knowledge class structures. 3 – Review a process used to create a single source repository for all procedures, processes, and related content associated with manufacturing operations. 4 – Provide examples from Pharmaceutical and High-Tech Manufacturing Projects.

3. Houston ASTD Conference The only way you can stay competitive is to embrace Single-Sourcing You cannot afford to be a training boutique any longer! You must become a Training Factory!

4. Houston ASTD Conference Training Factories are focused on: Knowledge Transfer This includes content capture, content structure, training, performance support and verification.

5. Houston ASTD Conference Goal of Knowledge Transfer In order to support the quick and efficient dissemination of right information to: the right people at the right time at the right level in the right format it must first be structured into the right knowledgebase

6. Houston ASTD Conference 2. Training Four Critical Elements 3. Performance Support 4. Verification Training Factories use a Single-Source Knowledge Transfer System Ensure employees learn what to do Ensure employees have what they need Ensure the process is done properly 1. Documentation Ensure Regulatory Body is properly informed

7. Houston ASTD Conference Knowledge Transfer is the “front-end” of the “Enterprise Knowledge Management Platform” KTS LCMS LMS ROI (Knowledge Capture, Structure Transformation) (Knowledge/ Content Repository) (Knowledge Search & retrieval) (Improved Effectiveness Efficiency focus) Configuration, Customization, Integration Services Knowledge TransferContent Management Knowledge Management Results

8. Houston ASTD Conference The Training Factory Knowledge Transfer Lifecycle Support Implement Content Review & Approval Verify Train Define Document MasterSingleSource Regulatory Format SOP, Policy Directive PowerPoint Leader Guides Web Based Tutorials User Manuals Performance Checklists & Quizzes Supervisor Task Qualification Job Aids Work Instructions Quick Reference Cards

9. Houston ASTD Conference Risk Reduction SOP Created or Revised Review SOP Approved Training SOP Effective Date CreateImplement All involved personnel trained Support &Verify Risk QualityConsistencyCompliance

10. Houston ASTD Conference Risk Reduction SOP Created or Revised Review SOP Approved Training SOP Effective Date CreateImplement All involved personnel trained Support &Verify Risk QualityConsistencyCompliance Create & Implement

11. Houston ASTD Conference Web-BasedTraining Manuals ElectronicReference Testing/KnowledgeValidation Job-Aids/Checklists ClassroomPresentations LMS KMSAMS What do you really need to develop? DMS

12. Houston ASTD Conference Web-BasedTraining Manuals ElectronicReference Testing/KnowledgeValidation Job-Aids/Checklists ClassroomPresentations LMS KMSAMS DMS How much will that cost to build...In both time and dollars?

13. Houston ASTD Conference DMS And how do you guarantee… Web-BasedTraining Manuals ElectronicReference Testing/KnowledgeValidation Job-Aids/Checklists ClassroomPresentations LMS KMSAMS A Consistent Message

14. Houston ASTD Conference DMS What if you could generate it all from… Web-BasedTraining Manuals ElectronicReference Testing/KnowledgeValidation Job-Aids/Checklists ClassroomPresentations LMS KMSAMS Single Source

15. Houston ASTD Conference Project 7 Project 2 Project 8 Project 10 Project 9 Project 5 Project 6 Project 4 Project 1 Project 3 How many more projects could you get done? Project 11 Project 13 Project 14 Project 15 Project 12

16. Houston ASTD Conference SOPs Operating Instr. Guidelines Project 7 Project 2 Project 8 Project 10 Project 9 Project 5 Project 6 Project 4 Project 1 Project 3 You’ll need to get organized! Project 11 Project 13 Project 14 Project 15 Project 12

17. Houston ASTD Conference Classes of Knowledge Consistent Reusable Structures Steps Description PurposeSchedule DependenciesPoints of ContactWarnings Tools Needed ConceptsProcedures Systems Facts ProtocolsQuestions Processes Guidelines Define The Building Blocks

18. Houston ASTD Conference Training Factory Process Set-Up Design Templates Configuration Step 1 Generate Materials Job Aids Training Support Step 3 Capture- Organize Procedures Processes Protocols Step 2 Updates …

19. Houston ASTD Conference Knowledge Transformation Engine Structured Information Extract to Database

20. Houston ASTD Conference Automatically Generate Outputs Knowledge Transformation Engine Choose Output Templates WBT PPT ERS

21. Houston ASTD Conference Training Factory Decisions Points Carefully Design the input process Decide on the Appropriate Output materials Feed the appropriate Management Systems

22. Houston ASTD Conference Knowledge Transformations Created PresentationsSOPs/ OIsWeb Based StudyTeacher & Student Manuals Online/Offline Testing Job-Aidsw/wo DetailsChecklistsTask Qualification

23. Houston ASTD Conference Compatibility with Existing Systems Single-Source KDB … to produce standard … Completely Editable outputs Word Documents … Standard PowerPoint and HTML …and fits into standard management systems utilizes dynamicWord templates for input Document Management Learning Management

24. Houston ASTD Conference Return on Investment (ROI)  Link to the Training Factory ROI Calculator for Single-Sourcing Link to the Training Factory ROI Calculator for Single-Sourcing

25. Houston ASTD Conference Training Factory Automation Demonstration Using a Single Source Repository  Link to the ExpressTrain Publisher Desk Link to the ExpressTrain Publisher Desk

26. Houston ASTD Conference Interested in Single-Sourcing? In setting up an internal Training Factory?  Contact information: –Peter Rizza –609-737-8098 –prizza@princetoncenter.comprizza@princetoncenter.com –www.expresstrain-ts.comwww.expresstrain-ts.com