PerformanceXpress
International
Society of Performance Improvement Newsletter
December 2005
Empowerment, Part Three
by Guy W. Wallace, CPT
In the last of this three-part series, we
finish up with guidance on some baby steps in the process toward personal implementation
of empowerment in your organization.
The Process of Empowering
Our employees want empowerment; in fact, once they understand the concept, they
will demand empowerment. You will not have to force it upon them; they will gladly
take it—not because they are power-hungry crazies but because they want
to contribute. Remember that they are capable people trying to do a good job.
They want to be empowered because it makes them feel as though the company recognizes
them as
the valuable asset they know they are truly capable of being.
Empowerment must be understood by all who are to participate
in the process. The concepts and precepts of empowerment will differ depending
upon the audience. The needs of the executives differ from that of the middle
manager, supervisor, or the individual contributor.
At the crux of implementing empowerment is management’s support
of the concept. Recognize that there is a strong fear factor at work for those
who must buy in to make empowerment a reality, namely, middle management and
supervision (or team leaders, coaches, and so forth). The organization may
be asking them to change ingrained patterns that have worked over the years.
They remain responsible for the overall performance of their area or department
but should share the decision making with their employees. Some may not be
too excited about participating in this “experiment” with their careers.
Executive management must ensure that reasonable risk taking
is never punished, even when the results are disastrous. Accepting and learning
from failures is a stretch for everyone. Only a strong, confident management
group can put into place a measurement and reward system that uses failure
data in nonpunitive ways. Both failures and successes can offer valuable
lessons. A celebrated failure may significantly reduce the risks of recurrence.
Just as a baby grows into a child, so can empowerment grow from
a concept to a well-implemented management style and part of the culture. The
process is composed of the following “baby steps” (with apologies to Neil Simon
and the movie “What about Bob?”).
These steps are for those determining how to install a process for
establishing empowerment:
- Step 1: Look Around and Determine Where You
Are and Where You Need to Go
- Step 2: Roll Over (in the Right Direction)
- Step 3: Crawl Slowly at First
- Step 4: Walk (and Talk and Listen, and Walk
the Talk and Listen)
- Step 5: Run
Step 1: Look Around and Determine Where You Are and
Where You Need to Go
Don’t even roll over yet. Determine where you are and orient yourself.
Look for insights. Determine where it is you need to go with empowerment. Ask
the following questions:
- What is the current situation?
- What is the current relationship between management and employees?
- How are most decisions made now?
- What is our current culture? What barriers can we see that
will inhibit our success?
- Where is TQM now, and what will be implemented in the future?
What’s been working and what hasn’t?
Think about the other plans with which you need to integrate
your empowerment efforts.
Step 2: Roll Over (in the Right Direction)
Now that you can more clearly see what you want to do, you need to position
your organization to get there. Don’t start moving until you have everything
that you may need on this journey.
- Do you have the preliminary systems for training, the preliminary
information systems, and the preliminary reinforcement systems in place?
- Have you decided upon a consistent message that will facilitate
this effort?
- Do you have the required management buy-in, or do they have
questions or unresolved concerns?
- Will management really participate, or will they only pay
lip service to the effort?
Step 3: Crawl Slowly at First
Explore your surroundings as you begin to move out. Move out slowly. When crawling,
midcourse corrections are much easier—there is less momentum to slow down,
and efforts are easier to redirect.
- Plan a few trials or pilot tests. Pick several different processes
or functions for your tests. Teach the process participants how to define
their stakeholders, how to identify their complex sets of requirements, and
how to balance out their product or service portfolios to best balance the
needs of stakeholders in a manner consistent with the goals of the overall
business.
- Experiment with different empowering techniques. Measure your
progress not for speed, but for effect. Ask for feedback and suggestions
and adapt your techniques accordingly. Share your successes and celebrate
and reward the efforts of all your failures. Encourage all learning,
even that which comes as a result of pain.
- Determine the requirement for infrastructure that changes
or adapts. Systems such as policies and procedures, information, appraisal,
and compensation may present barriers to the implementation of empowerment.
Acknowledge those barriers and disseminate plans for tackling the issues
and opportunities. Share the nonsensitive information where you can.
Step 4: Walk (and Talk and Listen, and Walk the Talk and Listen)
Once your testing (crawling) is completed, stand up and pick up speed,
but don’t run. Walk slowly, even though, like a child, you may be tempted to
run too soon; patient parents caution against running too fast too soon. But
as we all know, much of the learning occurs from the falls, bumps, and bruises.
- Expand the implementation. Fix the support systems and processes
that present barriers. Empower the owners of such systems. Teach them how
to define their stakeholders, their complex sets of requirements, and how
to balance out their product or service portfolios to meet the needs of all
stakeholders in a way that is still profitable for the business. Provide
the guidance and support needed without disempowering teams.
- Tout all of the efforts as you implement empowerment throughout
the organization. Demonstrate support via all of your actions. But most important,
listen and invite feedback. Listen carefully to ensure that you truly understand
the message contained in the feedback, and adapt the system accordingly.
Step 5: Run
Once you find that you can walk without
too much stumbling, it’s time to pick up speed. This can be done only when you
feel confident that you’ll be able to pick yourself up if you run and fall.
Try never to let the data from the information systems be used
in a punitive manner. Instead, let that data guide you in reshaping behaviors.
This is done by providing an appropriate balance of consequences.
Summary
Remember to take things slowly. Walk before you run; crawl before you walk;
roll over before you crawl; lie there and observe before you make your first
move.
It is an imperfect world with lots of variability. Mistakes are
a reality. Increased mistakes are a reality inherent with risk taking. Risk
taking is inherent with change, and change is the goal of continuous improvement.
If you are interested in reading Part One of this article series
found in the September issue, click
here, or Part Two from the November issue, click
here.
Guy W. Wallace, CPT, and past President of ISPI, has been an
external performance improvement consultant since 1982 and has served over
39 Fortune 500 firms. His specialty is performance-based Curriculum
Architecture Design, having recently completed his 74th CAD project.
He may be reached via his website www.eppic.biz/.
Note: Modified from the original article printed in Pursuing
Performance, Summer 2005 by EPPIC, Inc.
Trendspotters:
A Look Back and a Peek Ahead
by
Carol Haig, CPT and Roger Addison, CPT, EdD
Since March 2002
when Margo
Murray graciously helped us inaugurate TrendSpotters,
we have been privileged to talk with numbers of colleagues
who have identified emerging trends in the industries
where we work to improve performance. And, in each
succeeding year, we have focused on a particular
aspect of our changing workplace to help our readers
prepare for the changes that are coming.
Looking Back
In our August 2003 column, Paul
Harmon discussed business process improvement as
a significant trend for the immediate future. In September
2005, we asked Paul to give us an update based
on his early interview because throughout the year
a number of our TrendSpotters described variations
on business process improvement as a key trend.
We thank all of our past TrendSpotters
for their thoughtful responses to our questions and
the contributions they have made to our knowledge.
We have greatly enjoyed learning from all of you. Past TrendSpotters articles
are archived
online on the ISPI website.
Going Forward
HPTers are often asked the meaning of the Technology in
Human Performance Technology. Here at TrendSpotters Central,
we like to respond that technology is science applied
to practical things. This has led us to consider how
frequently practitioners ask for materials to help
them in their work, and how best to use this space
to offer practical tools to our readers.
Et voilá! TrendSpotters 2006
is born. Beginning in January, we will spotlight models
and tools colleagues have found useful and will share
them with you. We’ll launch the series by revisiting
the Performance Technology Landscape and follow with
a year of models and tools, each linked to the appropriate
place on the Landscape. Along the way, we will tie
into the 10 Standards
of Performance Technology.
Until 2006, we wish you happy holidays
filled with all that you hold dear.

Happy Holidays from
TrendSpotters.
Accountability—A
Strategy for Improving Performance
by Mark Elliott, CPT and Greg Duffy
Accountability is a strategy for performance with
forces working up and down the organizational chart as employees and supervisors
strive to meet their obligations to one another and to the organization.
Being accountable requires three pre-conditions:
- Understanding the purpose and nature of the assignment
- Understanding how the assignment is to be performed
- Acceptance of the obligation to complete the assignment to
established standards
Dr. Gerald Kraines, MD, CEO, of the Levinson Institute, refers
to these attributes of accountability in his descriptions of commitment and
adherence. Commitment embodies understanding and fulfillment of the assignment
exactly in terms of quantity, quality, and time parameters. Adherence is practiced
while meeting commitments, as employees must “simultaneously observe and work
within defined resource constraints—that is, the rules and limits established
by policies, procedures, contracts, and other managerial guidelines, as well
as by the law” (Kraines, 2001).
Fulfilling commitments while simultaneously adhering to the rules
requires the efforts of both employees and their supervisors, each having obligations
to the other. Assume you are a maintenance technician working in a factory.
Your assignment this morning is to change the lubricating oil in a machine.
Your department needs to finish this assignment and four others today. The
Operations Department’s production schedule provides an adequate 45-minute
window of time this morning to complete your assignment. On the wall of the
Maintenance Department’s tool room are three posters that stress occupational
safety.
As an accountable employee, you perform several activities to
ensure that you meet your obligations. First, you verify that you know how
to change the oil in the machine. Second, you make all preparations necessary
for ensuring that you can start changing the oil in the machine as soon as
your maintenance window opens. Third, you discuss the oil change with the machine
operator before the maintenance window opens to ensure she or he is aware of
the scheduled oil change and to ensure you both are familiar with the planned
activity. Finally, you review all applicable safety practices.
Within this strategy of performance, who has an obligation to
ensure you, the employee, perform all of these activities? You do. Your ability
and willingness to accept your assignment and its proper performance as defined
by the values of your company are the reasons you were placed in your position.
By completing your assignment to the full measure of its objectives and in
a manner that fulfills the values of your organization, you accomplish more
than just changing the oil in a machine; you give an account of yourself and
of your organization.
The supervisor’s role in accountability as a strategy for performance
is equally important. Supervisors must provide employees with the information,
guidance, and resources necessary to ensure that the three pre-conditions for
accountability, stated above, are met. In doing so, supervisors establish boundaries
within which performance can be measured, and remove barriers so that expectations
can be achieved.
The setting of boundaries involves clearly defining outcomes
and communicating standards for performance. In their book, Leadership by
the Book, Blanchard, Hybels, and Hodges (1999) remind us that without clear
direction and guidance our organizations will be lost and suffer immeasurably.
They describe guidelines as boundaries that channel energy in a certain direction
similar to a river channeling water. The mental model that starts to form as
we consider this obligation is that of a triangle with the leader at the top
describing the work that needs to be done in the context of the goals of the
organization. The sides of the triangle represent the boundaries (standards
of performance) within which employees must work to attain their goals (Blanchard
et al., 1999).
Picture yourself now as the maintenance supervisor in our oil
change scenario. If you have clearly described the task, why it needs to be
done in the timeframe available, and how the performance of the task fits into
the overall plant schedule, then you have communicated the purpose and nature
of the work in the context of its importance to the company’s goals. If you
have made clear that the oil change has to happen in the approved maintenance
window and reinforced expectations for quality and safety, then you have set
the boundaries within which the technician must work.
Removal of barriers involves supporting employees in their work
and assisting employees in overcoming issues that impede their efforts. In
their book, Blanchard et al. (1999) describe this mental model as our triangle
turned upside down. This image now has the supervisor at the bottom in the
narrow, pointed end of the triangle supporting his or her employees. Such efforts
are seen as a willingness to serve by ensuring that employees have the resources
they need to be effective. In the case of our example, this would include verifying
that the operations manager has made his or her operator aware of the scheduled
oil change, checking work assignment schedules before assigning the task, and
ensuring the assigned maintenance technician has the right training. Fulfillment
of this obligation also reveals itself through formative evaluation of the
work as it is proceeding and assistance when challenges arise. Solutions to
challenges must reside inside the boundaries of organizational policy and values.
Finally, to provide an account, supervisors must measure employees’ performance
and provide feedback that encourages fulfillment and discourages surprises
and failures. The metrics chosen will vary with the responsibilities of the
organization. They need to be relevant, and they need to provide worthwhile
information to both employees and supervisors.
We often hear the word alignment when discussing successful organizations.
We believe that accountability, as a strategy of performance, pushes and pulls
an organization in all the right places to create and maintain alignment. Accountable
people in accountable organizations can create a clear record of safe and sound
performance.
References
Blanchard, K., Hybels, B., & Hodges, P. (1999). Leadership
by the book: Tools to transform your workplace. New York: WaterBrook
Press, William Morrow and Company, Inc.
Kraines, G.A. (2001). Accountability
leadership: How to strengthen productivity through sound managerial leadership. Franklin
Lakes, NJ: Career Press, Inc.
Mark Elliott, CPT, Vice President of WD Associates, Inc., has
20 years of industrial training experience serving a large number of clients
across the United States. He is a certified classroom and simulator instructor
and has served as a consultant on several human performance improvement initiatives
including projects designed to improve leadership, teamwork, and accountability
in nuclear power plant control rooms. Mark may be reached at melliott@teamwd.com.
Greg Duffy is Co-founder and President of WD Associates, Inc.
During his 20-year career in the private sector, he has served as a project
manager on several large, multi-million dollar nuclear plant modification
and restart efforts. Over the last few years, Greg has become well known
for his expertise in root cause analysis and change management. He routinely
works with senior management teams to identify performance gaps, conduct
performance gap analysis, and design interventions to close or eliminate
performance gaps. Greg holds a bachelors degree in human resources management
from The New School for Social Research and may be reached at gduffy@teamwd.com.
On the Passing
of Peter Drucker
We note with sadness and a sense of
loss one of the management science giants of the 20th century, Peter
Drucker. His contributions to the field included 30 books and thousands of
articles that have influenced the way in which we look at the role of management
as well as employees and their work environment. Here are a few of the quotes
that may serve as reminders of the way in which he thought:
“There is nothing so useless as doing efficiently that which
should not be done at all.”
“Efficiency is doing things right; effectiveness is doing the
right things.”
“My greatest strength as a consultant is to be ignorant and
ask a few questions.”
“The best way to predict the future is to create it.”
“Company cultures are like country cultures. Never try to change
one. Try, instead, to work with what you’ve got.”
“So much of what we call management consists in making it difficult
for people to work.”
“The productivity of work is not the responsibility of the
worker but of the manager.”
“The really important things are said over cocktails and are
never done.”
Through his writings, presentations, and consultations, Peter
Drucker improved the work environment, increased productivity, and changed
the way in which we lead and manage organizations around the world.
For a more complete description of Mr. Ducker’s life and work, click
here to read the International Herald Tribune article.
From
the Board:
Financial Footing
by
Robert Bodine, CPT, PhD, ISPI Director and Treasurer
I am pleased to report that ISPI
Executive Director Richard Battaglia and the ISPI staff have done an excellent
job of stewardship and administration of your Society’s funds. The fiscal
year ended on September 30, 2005 and is proving to have been a financially
successful one. (Please note that the following information is based on year-end
projections and has not been audited. The audited results will be published
when available.)
It is projected that ISPI will exceed budget by over $170,300
realizing a surplus in all funds of approximately $140,000 versus a budgeted
deficit of $30,300. Our 2004-2005 revenue increased by 8% over last year.
The total revenue was $2,600,000. The increase was mainly realized from four
main areas:
- Principles and Practices Public Workshops (35% increase)
- Conference and Conference Workshops (17% increase)
- Membership Services Revenue, including Advocate Program
(41% increase)
- Fall Conference (23% increase)
The Society continues to build its reserve to ensure stability
and fund future investments in programs, services, and member benefits. The
revenue history is shown in the following chart:

Figure 1. ISPI Revenue History.
The fund balance history is shown in the following chart:

Figure 2. ISPI Fund Balance History.
Both charts tell essentially the same tale. ISPI is recovering
its financial footing, and we are on our way to achieving the Board of Directors’ goal
of having reserves of a minimum of 50% of one year’s General Fund operating
budget. Our stretch goal is to have reserves of 100% of one year’s General
Fund operating budget. We are at approximately 60% with the results for 2005.
This does not mean that we should abandon the conservative directions of
recent Boards, but it does mean that we can make prudent investments in expansion
of program initiatives and increases in member services that are recognized
as high value. The Board reviewed and approved most committee budgets at
our Board meeting in September. A full reporting will be provided following
our Board meeting in January 2006.
In accordance with our operating standards, a full financial
report for the prior year will be provided at the Annual Conference. If anyone
has specific questions prior to that date, feel free to contact me at bob.bodine@medtronic.com.
Again, thanks to Rick and the staff for an excellent year of stewardship.
Candidates Announced for ISPI’s 2006-2008 Board Election
The Nominations Committee has announced the
slate of candidates for the upcoming 2006-2008 Board of Directors election.
This year the membership will elect a President-elect and three Directors.
They will join the President, two continuing Board members, the non-voting
Executive Director, and Immediate Past President who make up the nine-member
Board.
The slate was developed by the Nominations Committee,
which received nominations from the membership and determined the willingness
of those nominated to run. All the candidates meet the qualifications
and criteria of the positions. For further information on the qualifications
and criteria, click
here. In mid-December, members can view the Candidate Statement
from each nominee on the ISPI website.
As a reminder, ISPI will hold its annual Board election
electronically, and active members will vote for candidates to the
Board online. Since your link to the “voting booth” will be sent via
email in mid-January, it is important that ISPI has your most current
email address on file. To review your record, visit www.ispi.org and
click on Login. Or, you may call us at 301-587-8570.
The candidates for the 2006-2008 Board of Directors,
listed in random order, are:
|
For President-elect:
- Carol Panza, CPT
- Jeanne Farrington, CPT
|
For Director:
- Miki Lane, CPT
- Jean Strosinski, CPT
- John Amarant, CPT
- Jim Fuller, CPT
- Darlene Van Tiem, CPT
- Ed Schneider, CPT
|
ISPI
Delivers Performance Improvement Message to Eastern Europe and Eurasia
The United States Agency for International
Development (USAID) has embarked on a strategy that uses performance
technology as a means to enhance the performance of the organizations that
they serve in Eastern Europe and Eurasia (E&E). Their Practitioner’s
Handbook describes their efforts as Human and Institutional Capacity
Development (HICD).
Human and Institutional Capacity Development in the E&E
region is designed to complement E&E’s ongoing development assistance
activities by helping USAID partner organizations integrate Performance Improvement
(PI) technologies into their organizational processes. By applying an HICD
approach to its work, an organization learns how to link its goals and objectives
to the performance of individual workers, and helps the organization identify
performance solutions to ongoing performance problems or plan for new challenges,
opportunities, and other special initiatives. An HICD approach also permits
USAID to effectively target its development assistance.
“The E&E bureau defines HICD as the development of individual
skills and institutional systems that enable people to perform effectively
in their organization. The ultimate goal of the HICD process is to
help the Partner organization improve its performance in critical areas
leading to measurable results in achieving the organization’s goals and
objectives. In undertaking this HICD initiative, USAID hopes to enable
its partner organizations to more effectively utilize the ongoing technical
assistance provided by the United States Government and other International
Donors.” (HICD, 2004)
ISPI has taken an active role in assisting USAID by training
their contractors for Eastern Europe and Eurasia. On October 19-20, 2005,
Roger Chevalier, CPT, presented a two-day HPT workshop in Washington, DC
for seven staff members of World Learning, 10 staff members of the Academy
for Educational Development, and a representative of USAID.

Institute Class in Bulgaria.
This was followed by a highly customized Principles & Practices
Institute (for more information on this program, click
here) presented in Veliko Turnovo, Bulgaria, from November 5-7, 2005,
for the in-country World Learning staffs in Eastern Europe and Eurasia. The
countries represented included Albania, Bulgaria, Azerbaijan, Bosnia and
Herzegovina, Croatia, Georgia, Kosovo, and Macedonia. Four World Learning
staff members and two USAID representatives also participated. The workshop
was led by Roger Addison, CPT, Roger Chevalier, CPT, and Klaus Wittkuhn,
CPT.
Reference
Human & Institutional Capacity Development (HICD). (2004, December
13). Practitioner’s
handbook. Washington, DC: U.S. Agency for International Development,
Bureau of Europe and Eurasia.
Project
Management Survival: How Not to Get Voted Off the Island
by Erica Groschler, Andrea Shalinsky, and Linda Waddell
Picture this: Big raindrops are careening off palm
trees, soaking you to the skin. You shiver and are miserable because
the roof is leaking. The fins of very large sharks are visibly circling
the “Project Management Survival” island…and you can’t
help but ask yourself…how did I get here?
This is often our experience managing what we initially
believe to be “simple” performance projects. Typically, as
we delve more deeply into our projects, we soon realize they are far
more complex than we’d anticipated. Once again, we are challenged
by the myriad elements to handle, such as frequently changing expectations, “fluid” budgets,
shifting priorities, idiosyncratic team members, unclear communication,
and unforeseen constraints, to name a few. Sound familiar?
Complete with torches, bandannas, and a room packed
with tribal teams, we had the pleasure of presenting our session Project
Management Survival: How Not to Get Voted Off the Island at this
year’s International Society for Performance Improvement’s
(ISPI) Annual International Conference in Vancouver, British Columbia.
We were fortunate to have Harold Stolovitch kick off the session. Participants
munched on gummy worms and engaged in lively discussions while they worked
with their tribes on a simulated project. They were tasked with:
- Identifying project challenges,
- Identifying associated risks, and
- Developing strategies to overcome these risks.
The hypothetical case with which they were presented
was based on a large blended learning project. It simulated in a synthesized
way many of the Human Performance Technology (HPT) projects we have faced.
(The names were changed to protect the innocent!) Just as in the television
show “Survivor,” surprises in the form of “Tree Mail” arrived
soon after each tribe began working as a team through the case. The Tree
Mail presented the twists and turns of real performance projects. Needless
to say, in light of new Tree Mail information, some tribes returned to
the drawing board to start over.
Our presentation was based on two HPT principles:
-
Systems view project management, which considers
that a wide range of elements (such as those we mentioned above) are
intimately interlinked. A change in one generally affects many others
(e.g., a change in budget will directly affect the priorities, timelines,
resources, and perhaps even character of the project). Every project
has its share of sudden or unexpected events or decisions. In the case
of our presentation, these were delivered through the dreaded Tree
Mail!
-
Partnership and collaboration with clients and
stakeholders. This helps to keep the torch burning and to not
get voted off the Project Management Island. It is essential to work
collaboratively with our clients and stakeholders to ensure the highest
level of client satisfaction.
Aha!
The session soon took on a life of its own. Participants quickly entered
into the spirit of the simulation role play. They worked hard, laughed,
and seriously attempted to remain on the island by making sound project
management decisions. What “ahas” did participants experience
during our presentation? Here are a couple of key ones:
- All principles of sound project management apply
whether your project is large (like the blended solution participants
worked through) or small. The key to success is to ensure that you
create detailed statements of work and assess, plan for, and manage
all risks. Risk is part of any and all projects.
- Although participants asked themselves early on, “Why
did we stay on the Project Management Island if it had so many risks
and challenges?” they quickly discovered that the opportunities
for growth and learning were tremendous. Why stay then? For the excitement,
the learning, the team synergy (especially if you are working with
talented team members), and the money. In our simulated case, it was
highly lucrative. Participants had an opportunity to work with a diverse
and talented team across North America. Although the frustrations were
often high, the ability to succeed was due to the innovation and dedication
of the project team.
Ahas for the Team That Put This Session Together
What about the time and effort in preparing a presentation for an international
conference? Was it worth all the hard work? Would we do it again? The answer
in both cases is a resounding “Yes!” A great deal of fun and
learning happens when preparing for the delivery of this kind of presentation.
From the proposal to the costumes and the theme to writing the actual content,
we enjoyed the camaraderie, glasses of chardonnay, and frequent laughter.
In the process, we developed and tested a project management tool for ourselves
and to share with others. We piloted our presentation with the local Vancouver
ISPI Chapter, which provided us with valuable feedback. Our goal was
to create an interactive workshop where participants learned, had an enjoyable
experience, and walked away with a useful performance tool. As reflected
by our evaluations, we succeeded on all accounts.
Final Note
When the sharks are circling your Project Island and the coconuts fall
like rain, remember our project management checklist and get yourself onto
even terrain! Click
here, for a copy of the Project Management Checklist.
Erica Groschler runs her own consulting practice, TPS
Consulting, and has over 13 years experience specializing in training
development, organizational development, and performance improvement
for a range of industries across North America. She worked closely with
HSA, serving as their Director of Western North America for over five
years. Erica is a past president of the local Vancouver ISPI chapter
and may be reached at
ericag@telus.net.
Andrea Shalinsky, Principal of Peak Performance and Learning
Solutions, has more than 10 years experience helping organizations with
training and performance improvement initiatives. She has excellent leadership
and people skills and has a proven track record at successfully keeping
her clients and team members satisfied throughout the duration of her
projects. Andrea may be reached at shalinsky@telus.net.
Linda Waddell manages her own successful consulting practice, TecKnowledg-e
Learning, Inc. She has more than 25 years experience managing and
designing creative and innovative solutions for national and international
clients and is the author of several articles on e-learning. Linda
may be reached at lin.waddell@shaw.ca.
Note: This article was modified from the original published
in HSA e-Xpress, July
2005. Reprinted with permission from Harold D. Stolovitch & Associates
Learning & Performance Solutions and the authors.
ISPI
Workshops—Something for Everyone
Attend ISPI’s series of Workshops
for the Advanced Performance Professional, a unique set of peer-to-peer,
two-day workshops led by three outstanding performance improvement professionals.
Plan your trip now to Phoenix, Arizona, in February 2006, to
be a part of these outstanding workshops!
- Geary Rummler’s Introduction to Serious Performance
Consulting
February 7-8, 2006
- Judith Hale’s Implementation: Assuring the
Adoption
February 9-10, 2006
- Robert Brinkerhoff’s Evaluation of Training:
Making Sense of the Morass and Building Sensible, Practical, and Useful
Approaches
February 9-10, 2006
Make the most of your trip by attending two of the workshops
and save. To register or learn more, click
here.
Are
You Recognized for Your Work? Submit it to ISPI!
You do good work every day with
great results. Submit your accomplishments and research to one of ISPI’s
prestigious journals and get the recognition you deserve, and share your
findings and ideas with your peers.
Performance Improvement (PI) journal publishes
articles about all types of interventions and all phases of the Human Performance
Technology (HPT) process, as well as hands-on HPT experiences, including:
- Models
- Interventions
- “How-to” guides
- Ready-to-use job aids
- Research articles
PI also publishes updates on trends, reviews, and field
viewpoints. The common theme of articles is performance improvement practice
or technique that is supported by research or germane theory.
To submit an article, download and read the Author
Guidelines, then email your article as an attachment to the Editor,
Holly Burkett, at pijeditor@ispi.org. PI is
a benefit of ISPI membership, but if you are not a member you can still
subscribe. If you are interested in joining ISPI, please click
here.
Performance Improvement Quarterly (PIQ) is
a peer-reviewed journal that publishes original research, theory, and literature
reviews relevant to improving the performance of individuals, groups, and
organizations. As a scholarly forum for the HPT field, the journal seeks
to integrate and expand the methods, processes, and findings across multiple
disciplines as they relate to solving problems and realizing opportunities
in human performance. HPT work focuses on valued, measured results; considers
the larger system context of people’s performance; and provides valid and
reliable measures of effectiveness. The journal values both methodological
rigor and variety, and publishes scholarship related to:
- Process improvement
- Organizational design and alignment
- Analysis, evaluation, and measurement
- Performance management
- Instructional systems
- Management of organizational performance
To submit an article, download and read the Author
Guidelines, then email your article as an attachment to the ISPI Publications
Office at pubs@ispi.org. A subscription
to PIQ costs only $40 for ISPI members, so be sure to take advantage
of this valuable resource. If you are not a member, but interested in joining
ISPI, please click
here.
As you know from reading this online newsletter every month, PerformanceXpress (PX) publishes
exciting feature articles highlighting current developments and ideas in
the field of performance improvement, as well as regular columns written
by dedicated professionals spotting trends, presenting HPT case studies,
and delving into behavioral science. And, that is just the beginning. What
contributions and ideas do you have to add to PX? “I wish I had thought
of that” articles, practical application articles, articles about the application
of HPT, or success stories? Read the Newsletter Submission
Guidelines and send us your work today!
Tidbits from Behavior Science
Creating and Learning by Leaps and Bounds
by Carl Binder, CPT, PhD
Some claim that creativity is beyond the
reach of behavior science. People who have a simplistic stimulus-response
understanding of the
science of behavior often use terms like “mechanistic” and “rote” to
characterize the activities it can explain or what instruction based
on its principles can accomplish. Nothing could be further from the
truth.
One of the more interesting research programs in the experimental
analysis of behavior was conducted by a young graduate student, Robert
Epstein (1981), working with B.F. Skinner toward the end of his career. Epstein,
who has since become a widely recognized authority on creativity, lured
Skinner back into the basic research lab to see if they could produce
behavior in pigeons that other scientists claimed were possible only
in primates. Sure enough, they were able to teach pigeons the nonverbal
equivalent of a self-concept, to engage them in problem solving, and
otherwise simulate various types of human behavior. Their research highlighted
mechanisms that account for novel or creative behavior in all species,
including humans.
Principles uncovered for producing novel or creative behavior
include the development of what we now call “fluent behavior components” (Binder,
1996) and the arrangement of environments that increase the likelihood
that those components will combine in new ways. Outside the laboratory,
we see that creative people do or know a whole variety
of things that they can combine to produce new combinations of
behavior in leaps and bounds that solve problems or edify observers because
of their cleverness or beauty. Epstein
(1995) further explored these principles with games for teaching
creativity and evaluation
tools for assessing prerequisites for creativity in people and environments.
The work of Paul
Andronis and his colleagues has detailed the behavioral phenomenon
known technically as “contingency adduction.” In relatively plain English,
this is when cues and conditions in the environment make combining
behavior components more likely, and consequences follow novel behavior
that reinforce and establish the new combinations as part of a behavior
repertoire. The environmental “contingencies” bring together (“adduce”)
new combinations that yield a positive result. Most artistic creation
is of this type, as is problem-solving behavior in managers or technical
people. Activities such as brainstorming make behavior components more
available, and work environments that encourage new solutions to problems
prompt and reinforce the combination of components.
In the realm of instructional design, this work has led
to a powerful strategy for improving instructional efficiency. Practitioners
of fluency-based training and development (see www.Fluency.org)
have long known that when people practice key skill and knowledge components
to the point of fluency or automaticity, the practiced behavior becomes
more available for application and problem solving (Binder, 1990). This
can be as simple as combining reading and writing digits to solving arithmetic
problems (Haughton, 1972, 20-39), or as complex as combining fluent knowledge
and skills to produce flexible customer service behavior (Binder & Sweeney,
2002).
Combining our knowledge of fluency with basic research
on contingency adduction has led to an instructional design strategy
known as “generative instruction” (Johnson & Street, 2004). Following
this strategy, we identify behavior components that can later combine
into more complex, useful performance; we build fluency on those components
until they are easeful and automatic; and we provide materials and procedures
that encourage combining the components, resulting in useful combinations
with little or no instructional effort.
If we design curriculum in this way, we can leverage what
is known from behavior science to build extremely efficient curriculum
sequences in which we do not need to teach everything explicitly because
the sequence of acquiring fluency on key elements leads to spontaneous
emergence of advanced skills, problem solving, and untrained applications.
This is, indeed, a very powerful application of behavior science.
References
Binder, C. (1990, September). Closing
the confidence gap. Training, 49-56.
Binder, C. (1996). Behavioral
fluency: Evolution of a new paradigm. The Behavior Analyst, 19(2),
163-197.
Binder, C., & Sweeney, L. (2002). Building
fluent performance in a customer call center. Performance Improvement, 41(2),
29-37.
Epstein, R. (1981). On pigeons and people: A preliminary
look at the Columban simulation project. The Behavior Analyst, 4,
43-55.
Epstein, R. (1995). Creativity
games for trainers: A handbook of group activities for jumpstarting
workplace creativity. New York: McGraw-Hill.
Haughton, E.C. (1972). Aims:
Growing and sharing. In Jordan, J.B., and Robbins, L.S. (Eds.). Let's
Try Doing Something Else Kind of Thing: Behavioral Principles and the
Exceptional Child. A report from the Invisible College Conference
on Application of Behavioral Principles in Exceptional Child Education,
March, 1971. Arlington, VA: The Council for Exceptional Children.
Johnson, K.R., and Street, E.M. (2004). The
morningside model of generative instruction: What it means to leave
no child behind. Cambridge, MA: Cambridge Center for Behavioral
Studies.
www.Fluency.org.
A not-for-profit resource about fluency-based methods and research.
Dr. Carl Binder is Senior Partner at Binder Riha Associates,
a consulting firm that teaches clients to apply the FluencyBuilding™ training and coaching
methodology, the Six Boxes™ Performance Management model, and practical
performance measurement for evaluation and decision making. His
easy-to-remember email address is
CarlBinder@aol.com,
and you may read other articles by him at
www.Binder-Riha.com/publications.htm,
access his work in performance management at
www.SixBoxes.com,
and read
Measurement
Counts!, his previous
PerformanceXpress series.
ISPI
Goes to Korea
During the first week of October, Carl
Binder, Binder Riha Associates, Kinam Sung, ISPI Asia Marketing Representative,
and Roger Addison, ISPI Senior Director of HPT, traveled to Korea to present
at two conferences, visit several organizations, and experience the culture
of this wonderful country.

(From left to right) Carl Binder, Roger
Addison, and Kinam Sung.
Roger was invited to give the keynote presentation at the Government
Innovation and Productivity Conference hosted by the Catholic
University of Korea. Professor Park, Director at the University, delivered
the opening remarks, and President Lim gave the welcome address. Carl presented
a conference session on performance improvement.

Government Innovations Productivity Institute,
the Catholic University of Korea.
Later in the week, the visitors were welcomed to the LG
Academy’s annual Human Resources Conference. The Academy is the corporate
university of conglomerate LG
Electronics, providing educational programs and human resources (HR)
services to the organization. Several hundred LG HR managers and staff
attended the conference. To open the conference, an amazing water and light
show delighted the delegates. Vice Chairman Kang, LG’s Chief Operating
Officer, remarked on the important role HR plays in the success of LG.
Executive Vice President Human Resources Michael Byungnam Lee, PhD, then
reinforced LG’s commitment to its employees’ professional development.
Roger had the honor of delivering the keynote presentation focused on performance
improvement and HR. The concurrent sessions included Carl’s session on
performance improvement, based on the work of Tom
Gilbert.
Kinam, who has worked tirelessly to involve the Korean business
community in performance improvement through ISPI, planned and flawlessly
managed the trip, helping to make the week a wonderful experience for all.
I-Spy:
Websites of Interest
by Todd Packer
The end of the year is a time
for reflection and celebration. As we look back on our year of improving
performance, we acknowledge the resources, support, and guidance we
received from others within (and beyond) our workplace. This month,
in honor of Extraordinary
Work Team Day on December 4 and for all ISPI teams, we explore
sites that foster successful teams. Let’s get “pataphysical.”
These are the general categories I use for the sites
featured:
- E-Klatch: Links to professional associations,
research, and resources that can help refine and expand our views
of HPT through connections with other professionals and current trends.
- HPT@work: Links to job listings, career development,
volunteer opportunities, and other resources for applying your individual
skills.
- I-Candy: Links to sites that are thought
provoking, enjoyable, and refreshing to help manage the stresses
and identify new ideas for HPT.
Any listing is for informational purposes only and does
not indicate an endorsement either by ISPI or myself. I hope you find
these resources useful, and your feedback is greatly appreciated.
E-Klatch
Want a team that helps teams achieve quality? The Association
for Quality and Participation (AQP), “dedicated to improving workplaces
through quality and participation practices,” can help. Affiliated with
the American Society for Quality,
the AQP site links to team-building resources including a summary
of teams that highlights the diversity and value of teams to quality. And,
if your team is really good, apply by December 19 to the ASQ
World Conference Team Competition. The World
Conference on Quality and Improvement is May 1-3, 2006, in Milwaukee, Wisconsin.
HPT@work
Inform and impress your teammates with the valuable links, tools, and articles
available at the Free
Management Library, a free community resource on personal, professional,
and organizational development developed by Carter McNamara, MBA, PhD.
Topics in the Library
Catalog cover a wide spectrum; for some team management tips, see Virtual
Teams, Group
Performance Management, and Team
Building. To contribute free management and technical resources to
the library, click
here.
I-Candy
Well, if your team is like the University of Virginia’s Kinetic
Art Race Team, start your planning now for “a pataphysical romp through
the streets, waterways, mud pits, and sand traps of downtown Baltimore.” Yes,
after you attend ISPI’s
Annual Conference on April 8-11, 2006, in Dallas, Texas, you and your team
can hop into your Kinetic Sculptures (“amphibious, human powered works
of art” ) to voyage to Baltimore, Maryland, for the Baltimore
Kinetic Sculpture Race on May 6. Check out Gerbil and Chariot, Crush Dude,
Loco de Trash, Team Turtles, and other 2005 competitors in this photo
gallery. Oh, and for the record, here’s a link to the definition
of “pataphysics,” which
is “an absurdist concept coined by the French writer Alfred Jarry—a
philosophy dedicated to studying what lies beyond the realm of metaphysics.”
So celebrate and recognize the creativity, talent, and
value of your team as they improve performance into the next year and
beyond. Happy holidays!
When he is not Internet trawling
for ISPI, Todd Packer can be found improving business, non-profit,
government, and individual performance through research, training,
and innovation coaching as principal consultant of Todd Packer
and Associates, LLC, based in Shaker Heights, Ohio. For sample
articles on performance innovation and additional information,
please visit www.toddpacker.com.
Todd may be reached at tp@toddpacker.com.
Survey
Participation Request: Trends in the Field of Corporate Learning,
Training, and Performance Improvement
The Human Performance Improvement
group at Arizona State University is conducting an international
survey to determine global trends in the field of Corporate Learning,
Training, and Performance Improvement (PI). We are inviting you and
your organization to participate in this initiative.
PI is a multidisciplinary, outcome-based field, which
has started to get the attention of the corporate workforce in a big
way. The purpose of this survey is to gather empirical evidence on
the types of PI competencies being applied by Training and Human Resource
Professionals in different parts of the world.
Our eventual goal is to provide a strategic analysis
that will elaborate on the different competencies that are being used
on the job by Training Professionals. A cross-cultural analysis of
the responses will enable us to determine if there is any significant
impact of geographic culture on how corporate learning and training
is implemented.
There are four sections to the survey, and it will take
approximately 25 minutes to complete. Please click
here to take the survey. Your response is requested by no later
than January 16, 2006. Feel free to forward this link to others
who you think would be interested in participating in this study.
We thank you for your valuable cooperation and appreciate
your time. For additional information, please contact the HPI SiG Coordinator
at james.klein@asu.edu or vadivelu@asu.edu.
Extra!
Extra! ISPI’s 2006 Annual Conference Program Update
Have you heard the latest news about ISPI’s 44th Annual
International Performance Improvement Conference April 8-11 in Dallas,
Texas?
New in 2006! ISPI’s Certificate
Program
Whether you are new to the field or looking to enhance your
skills, ISPI’s new Certificate Program Series offers something
to boost your professional development. Facilitated by experts,
each program in the five specialized topic areas provides you with
the tips, tools, and techniques necessary to remain a top performer
in your field. This is an exclusive ISPI Conference opportunity.
How does it work? Conference registrants participating
in a Certificate Program must attend two, pre-selected one-day Workshops
and three, topically-related 60- to 90-minute conference Educational
Sessions (sessions from the 2006 Annual Conference program to be
determined). Once the requirements are completed, participants not
only walk away with a Certificate of Completion in a specialized
area but also take back to the office enhanced professional know-how.
Certificates being offered in the following areas:
- e-Learning
- Instructional Systems
- Management of Performance
- Measurement of Performance
- Performance Analysis/Assessment
Conference registrants may participate in one of the
Certificate Programs for a fee of $790 (price includes the cost of
the two one-day workshops). For more information about the program
and requirements, click
here.
Workshops
ISPI’s Annual Conference is about professional learning and expanding
the breadth and depth of what we know, how we do what we do, and
the impact we have on work, education, and the international community.
The 2006 lineup of pre-conference Workshops delivers on both the
breadth and depth commitments—breadth of topics and depth of both
presenters and the insight they deliver.
With nearly 30 topics to choose from, this year’s list
includes: Don Tosti and John Amarant’s Organizational Performance
Consulting: Leveraging Greater Results with a Different Fulcrum;
Thiagi’s Faster, Cheaper, Better: Alternative Approaches
to Instructional Design; Richard Gerson’s How to Make It Big
as a Performance Consultant; and Dianna Booher’s Communication
Clues & Cues for Rave Reviews: Thinking on Your Feet in the C-Suite,
just to name a few.
Regardless of what you are looking for, we have it!
Jim Fuller will show you The Right Tools for the Job. Ruth
Colvin Clark and Frank Nguyen know all about Efficiency in Learning:
Applying Cognitive Load Theory for Faster, Better Learning and
want to share their knowledge with you. Need an Introduction to
Six Boxes™ Performance Management? Carl Binder is providing
it in Dallas in 2006.
ISPI pre-conference Workshops come in all sizes to
fit your needs and schedule (half-, one-, and two-days). When registering
for the Annual Conference, arrive a day early and sign up for pre-conference
Workshops running Friday, April 7 and Saturday, April 8. If you are
looking to gain a depth of knowledge from an established expert or
a rising star, you cannot miss these exciting learning experiences. Click
here for the complete Workshop descriptions.
For the most up-to-date information or to register
for the Conference, visit www.ispi.org/ac2006.
Performance Marketplace is a convenient
way to exchange information of interest to the performance improvement community.
Take a few moments each month to scan the listings for important new events,
publications, services, and employment opportunities. To post information
for our readers, contact ISPI Director of Marketing, Keith Pew at keithp@ispi.org or
301.587.8570.
Books and Reports
New Release co-published with ISPI! Mary Broad’s Beyond
Transfer of Training is an essential guide that offers a solid foundation
and the tools needed to help key stakeholders in complex organizations achieve
the desired workforce performance and organizational results.
Conferences, Seminars, and
Workshops
Add performance and pizzazz to your training. Whether it’s a
45-minute presentation or a week-long workshop, Thiagi can make your training
come alive with interactive experiential activities. Nobody does instructional
design faster, cheaper, and better than Thiagi. Visit http://thiagi.com/game-design-services.html.
DSA
Workshops on Instructional Design, Criterion Referenced Testing, and
Web-based Training. Design ready for registrations at http://www.dsink.com/.
The Criterion Referenced Testing, the Instructional Developer, Designing
Instruction for Web-Based Training, and the Course Developer Workshops
online anytime.
ISPI offers a two-day workshop focused on using the Standards
of Performance Technology as preparation for applying for the CPT designation.
CPT application fees are included in the price of the workshop. For more
information, please contact us at certification@ispi.org.
Don’t miss ISPI’s Workshops
for the Performance Professional! Peer-to-peer, two-day workshops:
Geary Rummler’s Introduction to Serious Performance Consulting; Judith
Hale’s Implementation: Assuring the Adoption; and Robert
Brinkerhoff’s Evaluation of Training: Making Sense of the Morass and
Building Sensible, Practical, and Useful Approaches.
Education and Career
Resources
ISPI
Online CareerSite is
your source for performance improvement employment. Search listings
and manage your resume and job applications online.
Magazines, Newsletters, and Journals
The International Journal of Coaching
in Organizations (IJCO) is a professional journal, published quarterly
to provide reflection and critical analysis of coaching in organizations.
The journal offers research and experiential learning from experienced practitioners
representing various coaching schools and methodologies.
Performance
Improvement journal is ISPI’s premier HPT publication, reporting
on the latest applications, trends, and ideas in the field. A subscription
to PI is a benefit of membership, and non-members can subscribe
for only $69 in the United States ($119 international).
Performance
Improvement Quarterly, co-published
by ISPI and FSU, is a peer-reviewed journal created to stimulate professional
discussion in the field and to advance the discipline of HPT through
literature reviews, experimental studies with a scholarly base, and case
studies. Subscribe
today!
ISPI
Membership: Join or Renew Today!
Are
you working to improve workplace
performance? Then ISPI membership is your key to professional development
through education, certification, networking, and professional affinity programs.
If you are already a member, we thank you for your support. If you have been
considering membership or are about to renew, there is no better time to join
ISPI. To apply for membership or renew, visit www.ispi.org, or simply click here.
Newsletter
Submission Guidelines
ISPI
is looking for Human Performance Technology (HPT) articles (approximately
500 words and not previously published) for PerformanceXpress that bridge
the gap from research to practice (please, no product or service promotion
is permitted). Below are a few examples of the article formats that can be
used:
- Short I wish I had thought of that Articles
- Practical
Application Articles
- The
Application of HPT
- Success
Stories
In
addition to the article, please include a short bio (2-3 lines) and a contact
e-mail address. All submissions should be sent to april@ispi.org.
Each article will be reviewed by one of ISPIs on-staff HPT experts, and
the author will be contacted if it is accepted for publication. If you have
any further questions, please contact april@ispi.org.
Feel
free to forward ISPIs
PerformanceXpress newsletter to your colleagues
or anyone you think may benefit from the information. If you are reading someone
elses
PerformanceXpress, send your complete contact information
to
april@ispi.org, and you will be added
to the
PerformanceXpress emailing list.
PerformanceXpress is an
ISPI member benefit designed to build community, stimulate discussion, and
keep you informed of the Societys activities and events. This newsletter
is published monthly and will be emailed to you at the beginning of each
month.
If
you have any questions or comments, please contact April Davis, ISPIs
Senior Director of Publications, at april@ispi.org.
ISPI
1400 Spring Street, Suite 260
Silver Spring, MD 20910 USA
Phone: 1.301.587.8570
Fax: 1.301.587.8573
info@ispi.org
http://www.ispi.org