As a Certified Performance Technologist, I often find it hard to explain exactly what I do. Consequently I’m always looking for examples of performance improvement in practice.  In the past week I’ve been working on a project that brings together many of the core elements of performance improvement.

Let me first summarize the project.  The company I work for is looking to expand its business into a new area.  We have pilot tested the approach to fine-tune our process and learn the best way to engage the market and carry out our plan.  The pilot team included representatives from our marketing, merchandising, and store operations departments.  I was added to the team after several pilot tests had been conducted (this happens in most projects I work on even though I tell my colleagues they would get more value from my participation if I were included earlier).  After the pilot period was over we began to craft the policy that would govern our new endeavor.

Through the end of the pilot period I created a training guide on our internal website to help our pilot stores plan and conduct their events.  The guide was considered a draft and was being pilot tested along with the processes.  When the pilot period ended work began on the final policy that would govern and guide the new initiative.  A key stakeholder on the project, who also initiated the effort, drafted the initial policy and gave it to me to review.

I took the draft and reviewed it with a colleague with experience in the area of the new initiative.  As we reviewed the draft we documented areas of concern and noted issues that needed clarification.  With this information I set out to resolve the issues with the members of the team who either owned or had insight into the subject.  This is a key difference between training development and performance improvement.  The first three standards of ISPI‘s performance standards are focusing on results, taking a systemic view, and adding value.  Training development fundamentally is transferring content from one form to another without regard for results, which departments are involved, or the contribution made by the developer.  I do not mean to cast aspersions on training developers.  I am simply drawing contrasts between training development and performance improvement.

As I worked through the issues we reduced the number of people who needed to be notified of events, we eliminated unnecessary or redundant reports, confirmed the involvement of part-time employees with HR, reviewed how products are handled and tracked, and addressed how to handle exceptions that are likely to arise (such as special requests).

Embedded in this process were the remaining performance improvement standards, determining (or anticipating) the cause of potential performance issues, ensuring the process is feasible and can be easily implemented, and that there are mechanisms to monitor the success of the process and policy.

We are still working to finalize the policy and I am considering how best to communicate the procedure to the chain.  This will follow a the more familiar steps of instructional design, (Analysis, Design, Development, Implementation, Evaluation).  However, I am confident the training we create will be more effective due to my early involvement.

What are the benefits of having a CPT on this project?  I don’t know what everyone else thinks but here is my take.  First, I was able to work with all the stakeholders to identify and address conflicts or confusion.  Second, I could take an objective approach to the process (I often refer to myself as Switzerland).  Third, performance improvement focuses on results (ISPI standard #1).  So often the training and policy for a new initiative focuses on the activity involved and the actual reason for the effort is lost.