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The Dynamic Principles ofThe Dynamic Principles of
Human PerformanceHuman Performance
TechnologyTechnology
Joanne Rein
Member
Key Principles of HPT
• What are the key
principles of
human
performance
technology (HPT)?
HPTHPT
?? ?? ????
Key Principles of HPT
• What are the key
principles of
human
performance
technology (HPT)?
HPTHPT
FocusFocus
onon
ResultsResults ?? ????
Key Principles of HPT
• What are the key
principles of
human
performance
technology (HPT)?
HPTHPT
FocusFocus
OnOn
ResultsResults ?? ??
TakeTake
SystemsSystems
ViewpointViewpoint
Key Principles of HPT
• What are the key
principles of
human
performance
technology (HPT)?
HPTHPT
FocusFocus
onon
ResultsResults
AddAdd
ValueValue ??
TakeTake
SystemsSystems
ViewpointViewpoint
Key Principles of HPT
• What are the key
principles of
human
performance
technology (HPT)?
HPTHPT
FocusFocus
onon
ResultsResults
AddAdd
ValueValue
EstablishEstablish
PartnershipsPartnerships
TakeTake
SystemsSystems
ViewpointViewpoint
Key Principles of HPT
• Focus on results
– Customize intervention
• Take systems viewpoint
– Consider all aspects
• Add value
– Make a difference
• Establish partnerships
– Communicate
Key Principles of HPT
• Focus on results
– Customize intervention
• Take systems viewpoint
– Consider all aspects
• Add value
– Make a difference
• Establish partnerships
– Communicate
Key Principles of HPT
• Focus on results
– Customize intervention
• Take systems viewpoint
– Consider all aspects
• Add value
– Make a difference
• Establish partnerships
– Communicate
Key Principles of HPT
• Focus on results
– Customize intervention
• Take systems viewpoint
– Consider all aspects
• Add value
– Make a difference
• Establish partnerships
– Communicate
HPT Dynamics
• Systematic process
– Nonlinear
– Diverse
• Systems approach
– Organizational setting
– Individual requirements
HPT Dynamics
• Systematic process
– Nonlinear
– Diverse
• Systems approach
– Organizational setting
– Individual requirements
HPT Dynamics
• Dynamic principles
– Systematic process
– Systems approach
• Focus on results
• Take systems viewpoint
• Add value
• Establish partnership
HPT Dynamics
• Dynamic principles
– Sytematic process
– Systems approach
• Focus on results
• Take systems viewpoint
• Add value
• Establish partnerships
HPT Dynamics
• Dynamic principles
– Sytematic process
– Systems approach
• Focus on results
• Take systems viewpoint
• Add value
• Establish partnerships
HPT Dynamics
• Dynamic principles
– Sytematic process
– Systems approach
• Focus on results
• Take systems viewpoint
• Add value
• Establish partnerships
HPT Dynamics
• Dynamic principles
– Sytematic process
– Systems approach
• Focus on results
• Take systems viewpoint
• Add value
• Establish partnerships
Key Principles of HPT
• Focus on results
• Take systems viewpoint
• Add value
• Establish partnerships
Results-driven
• How do HPT
professionals focus
on results?
??
ResultsResults
??
Results-driven
• How do HPT
professionals focus on
results?
– Link HPT to business
• Needs
• Goals
NeedsNeeds
ResultsResults
??
Results-driven
• How do HPT
professionals focus on
results?
– Link HPT to business
• Needs
• Goals
NeedsNeeds
ResultsResults
GoalsGoals
Results-driven
• More than one
viewpoint
– All-inclusive
• Forward-looking
• Individualized
application of
principles
Results-driven
• More than one
viewpoint
– All-inclusive
• Forward-looking
• Individualized
application of
principles
Results-driven
• More than one
viewpoint
– All-inclusive
• Forward-looking
• Individualized
application of
principles
3
1
2
Key Principles of HPT
• Focus on results
• Take systems viewpoint
• Add value
• Establish partnerships
Systems Viewpoint
• What does a
systems viewpoint
take into
consideration?
SystemSystem
?? ?? ??
Systems Viewpoint
• What does a
systems viewpoint
take into
consideration?
– Worker
– Process
– Organization
SystemSystem
WorkerWorker ?? ??
Systems Viewpoint
• What does a
systems viewpoint
take into
consideration?
– Worker
– Process
– Organization
SystemSystem
WorkerWorker ProcessProcess ??
Systems Viewpoint
• What does a
systems viewpoint
take into
consideration?
– Worker
– Process
– Organization
SystemSystem
WorkerWorker ProcessProcess OrganizationOrganization
Key Principles of HPT
• Focus on results
• Take systems viewpoint
• Add value
• Establish partnerships
Value-added Solutions
• What is a value-
added solution?
Before HPTBefore HPT
SolutionSolution
Value-added Solutions
• What is a value-
added solution?
– Add value to the
organization
• Make a difference
After HPTAfter HPT
SolutionSolution
Before HPTBefore HPT
SolutionSolution
Value-added Solutions
• What is a value-
added solution?
– Add value to the
organization
• Make a difference
After HPTAfter HPT
SolutionSolution
Before HPTBefore HPT
SolutionSolution
Value-added Solutions
• Customized assessment of human
performance
• Not pre-packaged business productivity
solutions
Key Principles of HPT
• Focus on results
• Take systems viewpoint
• Add value
• Establish partnerships
Partnerships
• What partnerships
are effective in
HPT?
PartnershipsPartnerships
?? ??
Partnerships
• What partnerships
are effective in
HPT?
– Clients
– Other HPI
professionals
PartnershipsPartnerships
ClientsClients ??
Partnerships
• What partnerships
are effective in
HPT?
– Clients
– Other HPI
professionals
PartnershipsPartnerships
ClientsClients
Other HPIOther HPI
ProfessionalsProfessionals
Partnerships
• Share
– Creativity
– Knowledge
– Skills
– Successes
Creativity
Successes Skills
Knowledge
Partnerships
• Share
– Creativity
– Knowledge
– Skills
– Successes
Creativity
Successes Skills
Knowledge
Partnerships
• Share
– Creativity
– Knowledge
– Skills
– Successes
Creativity
Successes Skills
Knowledge
Partnerships
• Share
– Creativity
– Knowledge
– Skills
– Successes
Creativity
Successes Skills
Knowledge
Partnerships
• Share
– Creativity
– Knowledge
– Skills
– Successes
Creativity
Successes Skills
Knowledge
HPT Dynamics
• How is HPT
a systematic process?
• How is HPT
a systems approach?
HPT Dynamics
Systematic ProcessSystematic Process
HPT Body of KnowledgeHPT Body of Knowledge Grounded TheoryGrounded Theory
Tiered hierarchically Tiered hierarchically
Accessed as needed Accessed as needed
Searched systematically Applied systematically
HPT Dynamics
Systematic ProcessSystematic Process
HPT Body of KnowledgeHPT Body of Knowledge Grounded TheoryGrounded Theory
Tiered hierarchically Tiered hierarchically
Accessed as needed Accessed as needed
Searched systematically Applied systematically
HPT Dynamics
Canon
Peer-reviewed
Everything Else
• Tiered hierarchically
Canon
Peer-reviewed
Grounded TheoryHPT Body of Knowledge
HPT Dynamics
Systematic ProcessSystematic Process
HPT Body of KnowledgeHPT Body of Knowledge Grounded TheoryGrounded Theory
Tiered hierarchically Tiered hierarchically
Accessed as needed Accessed as needed
Searched systematically Applied systematically
HPT Dynamics
• Accessed as needed
Canon
Everything
Else
Peer-
reviewed
CanonPeer-reviewed
Grounded TheoryHPT Body of Knowledge
HPT Dynamics
Systematic ProcessSystematic Process
HPT Body of KnowledgeHPT Body of Knowledge Grounded TheoryGrounded Theory
Tiered hierarchically Tiered hierarchically
Accessed as needed Accessed as needed
Searched systematically Applied systematically
HPT Dynamics
• HPT body of
knowledge
– Searched
systematically
• Grounded theory
– Applied
systematically
Everything
Else
Peer-
reviewed
Canon
Peer-
reviewed
Canon
HPT Dynamics
• How is HPT
a systematic process?
• How is HPT
a systems approach?
HPT Dynamics
• Take systems
viewpoint
– Provide
comprehensive
analysis
? ?
?
Comprehensive
Analysis
HPT Dynamics
• Take systems
viewpoint
– Provide
comprehensive
analysis
• Organization
• Process
• Worker
? ?
Organization
Comprehensive
Analysis
HPT Dynamics
• Take systems
viewpoint
– Provide
comprehensive
analysis
• Organization
• Process
• Worker
? Process
Organization
Comprehensive
Analysis
HPT Dynamics
• Take systems
viewpoint
– Provide
comprehensive
analysis
• Organization
• Process
• Worker
Worker Process
Organization
Comprehensive
Analysis
HPT Dynamics
• Systematic process
• Systems approach
HPT Dynamics
• Systematic process
• Systems approach
HPT Dynamics
• HPT mindset
– Systematic process
• Micro analysis
– Systems approach
• Macro analysis
The Nine Performance Variables
The 3 Levels ofThe 3 Levels of
PerformancePerformance
The 3 Performance NeedsThe 3 Performance Needs
GoalsGoals DesignDesign ManagementManagement
Organization LevelOrganization Level Organization Goals Organization Design
Organization
Management
Process LevelProcess Level Process Goals Process Design Process Management
Job/PerformerJob/Performer
LevelLevel
Job Goals Job Design Job Management
Table 1. The Nine Performance Variables. Rummler, G. A. & Brache, A. P. (1995). Improving performance; How to manage the white space on the organization chart (2nd
ed.)
San Francisco: Jossey-Bass.
The Nine Performance Variables
The 3 Levels ofThe 3 Levels of
PerformancePerformance
The 3 Performance NeedsThe 3 Performance Needs
GoalsGoals DesignDesign ManagementManagement
Organization LevelOrganization Level Organization Goals Organization Design
Organization
Management
Process LevelProcess Level Process Goals Process Design Process Management
Job/PerformerJob/Performer
LevelLevel
Job Goals Job Design Job Management
Table 1. The Nine Performance Variables. Rummler, G. A. & Brache, A. P. (1995). Improving performance; How to manage the white space on the organization chart (2nd
ed.)
San Francisco: Jossey-Bass.
The Nine Performance Variables
The 3 Levels ofThe 3 Levels of
PerformancePerformance
The 3 Performance NeedsThe 3 Performance Needs
GoalsGoals DesignDesign ManagementManagement
Organization LevelOrganization Level Organization Goals Organization Design
Organization
Management
Process LevelProcess Level Process Goals Process Design Process Management
Job/PerformerJob/Performer
LevelLevel
Job Goals Job Design Job Management
Table 1. The Nine Performance Variables. Rummler, G. A. & Brache, A. P. (1995). Improving performance; How to manage the white space on the organization chart (2nd
ed.)
San Francisco: Jossey-Bass.
The Nine Boxes Model
GoalsGoals DesignDesign ManagementManagement
OrganizationOrganization
Strategy, Operating
Plans, & Metrics
Organization
Structure & Overall
Business Model
Performance Review
Practices &
Management Culture
ProcessProcess
Customer & Business
Requirements
Process Design,
Systems Design, &
Workspace Design
Process Ownership,
Process
Management, &
Continuous
Improvement
PerformerPerformer
Job Specifications,
Performance Metrics,
& Individual
Development Plans
Job Roles And
Responsibilities, Skill
Requirements,
Procedures, Tools, &
Training
Performance
Feedback,
Consequences,
Coaching, & Support
Table 2. The Nine Boxes Model. Rummler-Brache Group (n.d.). Improving business processes, strategies and capabilities. Retrieved November 26, 2008, from
http://www.rummler-brache.com/the-nine-boxes-model
The Nine Boxes Model
GoalsGoals DesignDesign ManagementManagement
OrganizationOrganization
Strategy, Operating
Plans, & Metrics
Organization
Structure & Overall
Business Model
Performance Review
Practices &
Management Culture
ProcessProcess
Customer & Business
Requirements
Process Design,
Systems Design, &
Workspace Design
Process Ownership,
Process
Management, &
Continuous
Improvement
PerformerPerformer
Job Specifications,
Performance Metrics,
& Individual
Development Plans
Job Roles And
Responsibilities, Skill
Requirements,
Procedures, Tools, &
Training
Performance
Feedback,
Consequences,
Coaching, & Support
Table 2. The Nine Boxes Model. Rummler-Brache Group (n.d.). Improving business processes, strategies and capabilities. Retrieved November 26, 2008, from
http://www.rummler-brache.com/the-nine-boxes-model
The Nine Boxes Model
GoalsGoals DesignDesign ManagementManagement
OrganizationOrganization
Strategy, Operating
Plans, & Metrics
Organization
Structure & Overall
Business Model
Performance Review
Practices &
Management Culture
ProcessProcess
Customer & Business
Requirements
Process Design,
Systems Design, &
Workspace Design
Process Ownership,
Process
Management, &
Continuous
Improvement
PerformerPerformer
Job Specifications,
Performance Metrics,
& Individual
Development Plans
Job Roles And
Responsibilities, Skill
Requirements,
Procedures, Tools, &
Training
Performance
Feedback,
Consequences,
Coaching, & Support
Table 2. The Nine Boxes Model. Rummler-Brache Group (n.d.). Improving business processes, strategies and capabilities. Retrieved November 26, 2008, from
http://www.rummler-brache.com/the-nine-boxes-model
The 4 Levels of Performance
LevelLevel PerformancePerformance Unit of Analysis (System)Unit of Analysis (System)
Intervention Tools (Design &Intervention Tools (Design &
Technology)Technology)
WorkWork
EnvironmentEnvironment
Business
Performance
• Business Performance System (Condition,
Input, Process, Output, Feedback, &
Consequence)
• System Variables: Brand Value, Product Or
Service Positioning, Market Strategy, Vision
& Mission, & So On
• Business Design: Vision Design, Innovation
Design, Mergers, & Acquisitions
• Business Technology: Market Opportunity
Analysis, Future Research & Simulation, &
Positioning & Promotion Strategy
WorkplaceWorkplace
Organization
Performance
• Organization Performance System
(Condition, Input, Process, Output,
Feedback, & Consequence)
• System Variables: Organizational
Structure, Culture, & Ergonomics
• Organization Design: Culture Change,
Workplace Design, & Restructuring
• Organizational Technology: Organizational
Development, Financial Management, &
Communities of Practice
Work ProcessWork Process
Process
Performance
• Process Performance System (Condition,
Input, Process, Output, Feedback, &
Consequence)
• System Variables: Communication, Supply
Chain, & Production
• Process Design: Electronic Performance
Support Systems, Reengineering, &
Outsourcing
• Process Technology: Process Mapping,
Knowledge Management, & Financial
Accounting
WorkerWorker
Human
Performance
• Human Performance System (Condition,
Input, Process, Output, Feedback, &
Consequence)
• System Variables: Skills, Knowledge,
Competency, Motivation, & Leadership
• Leadership Design: Mental Model, Capacity
Building, & Incentive System
• Leadership Technology: Training, Job Aid,
Performance Appraisal, Leadership
Development, Career Consulting, & Mentoring
Table 3. The Four Levels of Performance Framework. Jang, H. Y. (2008). Reconsidering human performance technology [Electronic version]. Performance improvement, 47(6),
29. DOI: 10.1002/pfi.20006.
The 4 Levels of Performance
LevelLevel PerformancePerformance Unit of Analysis (System)Unit of Analysis (System)
Intervention Tools (Design &Intervention Tools (Design &
Technology)Technology)
WorkWork
EnvironmentEnvironment
Business
Performance
• Business Performance System (Condition,
Input, Process, Output, Feedback, &
Consequence)
• System Variables: Brand Value, Product Or
Service Positioning, Market Strategy, Vision
& Mission, & So On
• Business Design: Vision Design, Innovation
Design, Mergers, & Acquisitions
• Business Technology: Market Opportunity
Analysis, Future Research & Simulation, &
Positioning & Promotion Strategy
WorkplaceWorkplace
Organization
Performance
• Organization Performance System
(Condition, Input, Process, Output,
Feedback, & Consequence)
• System Variables: Organizational
Structure, Culture, & Ergonomics
• Organization Design: Culture Change,
Workplace Design, & Restructuring
• Organizational Technology: Organizational
Development, Financial Management, &
Communities of Practice
Work ProcessWork Process
Process
Performance
• Process Performance System (Condition,
Input, Process, Output, Feedback, &
Consequence)
• System Variables: Communication, Supply
Chain, & Production
• Process Design: Electronic Performance
Support Systems, Reengineering, &
Outsourcing
• Process Technology: Process Mapping,
Knowledge Management, & Financial
Accounting
WorkerWorker
Human
Performance
• Human Performance System (Condition,
Input, Process, Output, Feedback, &
Consequence)
• System Variables: Skills, Knowledge,
Competency, Motivation, & Leadership
• Leadership Design: Mental Model, Capacity
Building, & Incentive System
• Leadership Technology: Training, Job Aid,
Performance Appraisal, Leadership
Development, Career Consulting, & Mentoring
Table 3. The Four Levels of Performance Framework. Jang, H. Y. (2008). Reconsidering human performance technology [Electronic version]. Performance improvement, 47(6),
29. DOI: 10.1002/pfi.20006.
The 4 Levels of Performance
LevelLevel PerformancePerformance Unit of Analysis (System)Unit of Analysis (System)
Intervention Tools (Design &Intervention Tools (Design &
Technology)Technology)
WorkWork
EnvironmentEnvironment
Business
Performance
• Business Performance System (Condition,
Input, Process, Output, Feedback, &
Consequence)
• System Variables: Brand Value, Product Or
Service Positioning, Market Strategy, Vision
& Mission, & So On
• Business Design: Vision Design, Innovation
Design, Mergers, & Acquisitions
• Business Technology: Market Opportunity
Analysis, Future Research & Simulation, &
Positioning & Promotion Strategy
WorkplaceWorkplace
Organization
Performance
• Organization Performance System
(Condition, Input, Process, Output,
Feedback, & Consequence)
• System Variables: Organizational
Structure, Culture, & Ergonomics
• Organization Design: Culture Change,
Workplace Design, & Restructuring
• Organizational Technology: Organizational
Development, Financial Management, &
Communities of Practice
Work ProcessWork Process
Process
Performance
• Process Performance System (Condition,
Input, Process, Output, Feedback, &
Consequence)
• System Variables: Communication, Supply
Chain, & Production
• Process Design: Electronic Performance
Support Systems, Reengineering, &
Outsourcing
• Process Technology: Process Mapping,
Knowledge Management, & Financial
Accounting
WorkerWorker
Human
Performance
• Human Performance System (Condition,
Input, Process, Output, Feedback, &
Consequence)
• System Variables: Skills, Knowledge,
Competency, Motivation, & Leadership
• Leadership Design: Mental Model, Capacity
Building, & Incentive System
• Leadership Technology: Training, Job Aid,
Performance Appraisal, Leadership
Development, Career Consulting, & Mentoring
Table 3. The Four Levels of Performance Framework. Jang, H. Y. (2008). Reconsidering human performance technology [Electronic version]. Performance improvement, 47(6),
29. DOI: 10.1002/pfi.20006.
The 4 Levels of Performance
LevelLevel PerformancePerformance Unit of Analysis (System)Unit of Analysis (System)
Intervention Tools (Design &Intervention Tools (Design &
Technology)Technology)
WorkWork
EnvironmentEnvironment
Business
Performance
• Business Performance System (Condition,
Input, Process, Output, Feedback, &
Consequence)
• System Variables: Brand Value, Product Or
Service Positioning, Market Strategy, Vision
& Mission, & So On
• Business Design: Vision Design, Innovation
Design, Mergers, & Acquisitions
• Business Technology: Market Opportunity
Analysis, Future Research & Simulation, &
Positioning & Promotion Strategy
WorkplaceWorkplace
Organization
Performance
• Organization Performance System
(Condition, Input, Process, Output,
Feedback, & Consequence)
• System Variables: Organizational
Structure, Culture, & Ergonomics
• Organization Design: Culture Change,
Workplace Design, & Restructuring
• Organizational Technology: Organizational
Development, Financial Management, &
Communities of Practice
Work ProcessWork Process
Process
Performance
• Process Performance System (Condition,
Input, Process, Output, Feedback, &
Consequence)
• System Variables: Communication, Supply
Chain, & Production
• Process Design: Electronic Performance
Support Systems, Reengineering, &
Outsourcing
• Process Technology: Process Mapping,
Knowledge Management, & Financial
Accounting
WorkerWorker
Human
Performance
• Human Performance System (Condition,
Input, Process, Output, Feedback, &
Consequence)
• System Variables: Skills, Knowledge,
Competency, Motivation, & Leadership
• Leadership Design: Mental Model, Capacity
Building, & Incentive System
• Leadership Technology: Training, Job Aid,
Performance Appraisal, Leadership
Development, Career Consulting, & Mentoring
Table 3. The Four Levels of Performance Framework. Jang, H. Y. (2008). Reconsidering human performance technology [Electronic version]. Performance improvement, 47(6),
29. DOI: 10.1002/pfi.20006.
The Organizational Scan
ConditionCondition ProcessProcess OutcomesOutcomes
Organization LevelOrganization Level
Strategy, Structure
Mission, strategy
External business drivers
Functional grouping
Budget/decision authority
Systems
Degree of centralization
Consistency of operations
Flexibility
Organizational Results
Satisfaction of investors
Satisfaction of societal
stakeholders
Measures of success
Goal alignment with mission
People LevelPeople Level
Climate Practices
Company values, individual
values
Management/leadership
practices
Team norms
Ethics, integrity
Performance Requirements
Skills, knowledge
Job aids/references
Selection
Conference
Motivation, Feedback
Satisfaction of employees
Frequency, timing, form
Rewards and recognition
Expectations
Work LevelWork Level
Environment, Resources
Physical environment
Tools, materials, information
Support personnel/services
Accessibility of resources
Workload, demands
Methods
Allocation of functions
Processes, procedures
Work flow
Duplication/gaps
Products, Services
Satisfaction of customers
Productivity levels
Standards/criteria
Quality of product delivery
Table 4. Organizational Scan. Tosti, D., & Jackson, S. D. (1997). The organizational scan. Performance Improvement, 36(10), 22-26.
The Organizational Scan
ConditionCondition ProcessProcess OutcomesOutcomes
Organization LevelOrganization Level
Strategy, Structure
Mission, strategy
External business drivers
Functional grouping
Budget/decision authority
Systems
Degree of centralization
Consistency of operations
Flexibility
Organizational Results
Satisfaction of investors
Satisfaction of societal
stakeholders
Measures of success
Goal alignment with mission
People LevelPeople Level
Climate Practices
Company values, individual
values
Management/leadership
practices
Team norms
Ethics, integrity
Performance Requirements
Skills, knowledge
Job aids/references
Selection
Conference
Motivation, Feedback
Satisfaction of employees
Frequency, timing, form
Rewards and recognition
Expectations
Work LevelWork Level
Environment, Resources
Physical environment
Tools, materials, information
Support personnel/services
Accessibility of resources
Workload, demands
Methods
Allocation of functions
Processes, procedures
Work flow
Duplication/gaps
Products, Services
Satisfaction of customers
Productivity levels
Standards/criteria
Quality of product delivery
Table 4. Organizational Scan. Tosti, D., & Jackson, S. D. (1997). The organizational scan. Performance Improvement, 36(10), 22-26.
The Organizational Scan
ConditionCondition ProcessProcess OutcomesOutcomes
Organization LevelOrganization Level
Strategy, Structure
Mission, strategy
External business drivers
Functional grouping
Budget/decision authority
Systems
Degree of centralization
Consistency of operations
Flexibility
Organizational Results
Satisfaction of investors
Satisfaction of societal
stakeholders
Measures of success
Goal alignment with mission
People LevelPeople Level
Climate Practices
Company values, individual
values
Management/leadership
practices
Team norms
Ethics, integrity
Performance Requirements
Skills, knowledge
Job aids/references
Selection
Conference
Motivation, Feedback
Satisfaction of employees
Frequency, timing, form
Rewards and recognition
Expectations
Work LevelWork Level
Environment, Resources
Physical environment
Tools, materials, information
Support personnel/services
Accessibility of resources
Workload, demands
Methods
Allocation of functions
Processes, procedures
Work flow
Duplication/gaps
Products, Services
Satisfaction of customers
Productivity levels
Standards/criteria
Quality of product delivery
Table 4. Organizational Scan. Tosti, D., & Jackson, S. D. (1997). The organizational scan. Performance Improvement, 36(10), 22-26.
Summary
“One sign of a vibrant and healthy
discipline is the ability to tap into new
developments, innovate, and also capture
insights from other fields. . .The last
decade has seen a tremendous expansion
in the number of performance consultants
as well as new ways in which the
performance field has evolved”
Joe Willmore
Summary
• Key principles of HPT
– Focus on results
– Take systems
viewpoint
– Add value
– Establish partnerships
• HPT dynamics
– Systematic process
– Systems approach
Focus
on
Results
Establish
Partnerships
Add
Value
Take
Systems
Viewpoint
Summary
• Key principles of HPT
– Focus on results
– Take systems
viewpoint
– Add value
– Establish partnerships
• HPT dynamics
– Systematic process
– Systems approach
Focus
on
Results
Establish
Partnerships
Add
Value
Take
Systems
Viewpoint
Summary
• Key principles of HPT
– Focus on results
– Take systems
viewpoint
– Add value
– Establish partnerships
• HPT dynamics
– Systematic process
– Systems approach
Focus
on
Results
Establish
Partnerships
Add
Value
Take
Systems
Viewpoint
Summary
• Key principles of HPT
– Focus on results
– Take systems
viewpoint
– Add value
– Establish partnerships
• HPT dynamics
– Systematic process
– Systems approach
Focus
on
Results
Establish
Partnerships
Add
Value
Take
Systems
Viewpoint
Summary
• Key principles of HPT
– Focus on results
– Take systems
viewpoint
– Add value
– Establish partnerships
• HPT dynamics
– Systematic process
– Systems approach
Focus
on
Results
Establish
Partnerships
Add
Value
Take
Systems
Viewpoint
Summary
• Key principles of HPT
– Focus on results
– Take systems
viewpoint
– Add value
– Establish partnerships
• HPT dynamics
– Systematic process
– Systems approach
Focus
on
Results
Establish
Partnerships
Add
Value
Take
Systems
Viewpoint
Summary
• Key principles of HPT
– Focus on results
– Take systems
viewpoint
– Add value
– Establish partnerships
• HPT dynamics
– Systematic process
– Systems approach
Focus
on
Results
Establish
Partnerships
Add
Value
Take
Systems
Viewpoint
Summary
• Key principles of HPT
– Focus on results
– Take systems
viewpoint
– Add value
– Establish partnerships
• HPT dynamics
– Systematic process
– Systems approach
Focus
on
Results
Establish
Partnerships
Add
Value
Take
Systems
Viewpoint
References
Addison, R. M., & Haig, C. (2006). The
performance architect’s essential guide to the
performance technology landscape. In J. A.
Pershing (Ed.). Handbook of human
performance technology: Principles, practices,
and potential (3rd ed.). San Francisco: Pfeiffer.
Jang, H. Y. (2008). Reconsidering human
performance technology [Electronic version].
Performance improvement, 47(6), 26. DOI:
10.1002/pfi.20006.
References
Rummler, G. A., & Brache, A. P. (1995).
Improving performance; How to manage
the white space on the organization chart
(2nd ed.) San Francisco: Jossey-Bass.
Rummler-Brache Group (n.d.). Improving
business processes, strategies and
capabilities. Retrieved November 26,
2008, from
http://www.rummler-brache.com/the-nine-boxe
References
Tosti, D., & Jackson, S. D. (1997). The
organizational scan. Performance
Improvement, 36(10), 22-26.
Willmore, J. (2008). The evolution of human
performance improvement. In Biech (Ed.),
Handbook for Workplace Learning
Professionals (pp. 33-46). ASTD Press.
Questions?

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The Dynamic Principles of Human Performance Technology

  • 1. The Dynamic Principles ofThe Dynamic Principles of Human PerformanceHuman Performance TechnologyTechnology Joanne Rein Member
  • 2. Key Principles of HPT • What are the key principles of human performance technology (HPT)? HPTHPT ?? ?? ????
  • 3. Key Principles of HPT • What are the key principles of human performance technology (HPT)? HPTHPT FocusFocus onon ResultsResults ?? ????
  • 4. Key Principles of HPT • What are the key principles of human performance technology (HPT)? HPTHPT FocusFocus OnOn ResultsResults ?? ?? TakeTake SystemsSystems ViewpointViewpoint
  • 5. Key Principles of HPT • What are the key principles of human performance technology (HPT)? HPTHPT FocusFocus onon ResultsResults AddAdd ValueValue ?? TakeTake SystemsSystems ViewpointViewpoint
  • 6. Key Principles of HPT • What are the key principles of human performance technology (HPT)? HPTHPT FocusFocus onon ResultsResults AddAdd ValueValue EstablishEstablish PartnershipsPartnerships TakeTake SystemsSystems ViewpointViewpoint
  • 7. Key Principles of HPT • Focus on results – Customize intervention • Take systems viewpoint – Consider all aspects • Add value – Make a difference • Establish partnerships – Communicate
  • 8. Key Principles of HPT • Focus on results – Customize intervention • Take systems viewpoint – Consider all aspects • Add value – Make a difference • Establish partnerships – Communicate
  • 9. Key Principles of HPT • Focus on results – Customize intervention • Take systems viewpoint – Consider all aspects • Add value – Make a difference • Establish partnerships – Communicate
  • 10. Key Principles of HPT • Focus on results – Customize intervention • Take systems viewpoint – Consider all aspects • Add value – Make a difference • Establish partnerships – Communicate
  • 11. HPT Dynamics • Systematic process – Nonlinear – Diverse • Systems approach – Organizational setting – Individual requirements
  • 12. HPT Dynamics • Systematic process – Nonlinear – Diverse • Systems approach – Organizational setting – Individual requirements
  • 13. HPT Dynamics • Dynamic principles – Systematic process – Systems approach • Focus on results • Take systems viewpoint • Add value • Establish partnership
  • 14. HPT Dynamics • Dynamic principles – Sytematic process – Systems approach • Focus on results • Take systems viewpoint • Add value • Establish partnerships
  • 15. HPT Dynamics • Dynamic principles – Sytematic process – Systems approach • Focus on results • Take systems viewpoint • Add value • Establish partnerships
  • 16. HPT Dynamics • Dynamic principles – Sytematic process – Systems approach • Focus on results • Take systems viewpoint • Add value • Establish partnerships
  • 17. HPT Dynamics • Dynamic principles – Sytematic process – Systems approach • Focus on results • Take systems viewpoint • Add value • Establish partnerships
  • 18. Key Principles of HPT • Focus on results • Take systems viewpoint • Add value • Establish partnerships
  • 19. Results-driven • How do HPT professionals focus on results? ?? ResultsResults ??
  • 20. Results-driven • How do HPT professionals focus on results? – Link HPT to business • Needs • Goals NeedsNeeds ResultsResults ??
  • 21. Results-driven • How do HPT professionals focus on results? – Link HPT to business • Needs • Goals NeedsNeeds ResultsResults GoalsGoals
  • 22. Results-driven • More than one viewpoint – All-inclusive • Forward-looking • Individualized application of principles
  • 23. Results-driven • More than one viewpoint – All-inclusive • Forward-looking • Individualized application of principles
  • 24. Results-driven • More than one viewpoint – All-inclusive • Forward-looking • Individualized application of principles 3 1 2
  • 25. Key Principles of HPT • Focus on results • Take systems viewpoint • Add value • Establish partnerships
  • 26. Systems Viewpoint • What does a systems viewpoint take into consideration? SystemSystem ?? ?? ??
  • 27. Systems Viewpoint • What does a systems viewpoint take into consideration? – Worker – Process – Organization SystemSystem WorkerWorker ?? ??
  • 28. Systems Viewpoint • What does a systems viewpoint take into consideration? – Worker – Process – Organization SystemSystem WorkerWorker ProcessProcess ??
  • 29. Systems Viewpoint • What does a systems viewpoint take into consideration? – Worker – Process – Organization SystemSystem WorkerWorker ProcessProcess OrganizationOrganization
  • 30. Key Principles of HPT • Focus on results • Take systems viewpoint • Add value • Establish partnerships
  • 31. Value-added Solutions • What is a value- added solution? Before HPTBefore HPT SolutionSolution
  • 32. Value-added Solutions • What is a value- added solution? – Add value to the organization • Make a difference After HPTAfter HPT SolutionSolution Before HPTBefore HPT SolutionSolution
  • 33. Value-added Solutions • What is a value- added solution? – Add value to the organization • Make a difference After HPTAfter HPT SolutionSolution Before HPTBefore HPT SolutionSolution
  • 34. Value-added Solutions • Customized assessment of human performance • Not pre-packaged business productivity solutions
  • 35. Key Principles of HPT • Focus on results • Take systems viewpoint • Add value • Establish partnerships
  • 36. Partnerships • What partnerships are effective in HPT? PartnershipsPartnerships ?? ??
  • 37. Partnerships • What partnerships are effective in HPT? – Clients – Other HPI professionals PartnershipsPartnerships ClientsClients ??
  • 38. Partnerships • What partnerships are effective in HPT? – Clients – Other HPI professionals PartnershipsPartnerships ClientsClients Other HPIOther HPI ProfessionalsProfessionals
  • 39. Partnerships • Share – Creativity – Knowledge – Skills – Successes Creativity Successes Skills Knowledge
  • 40. Partnerships • Share – Creativity – Knowledge – Skills – Successes Creativity Successes Skills Knowledge
  • 41. Partnerships • Share – Creativity – Knowledge – Skills – Successes Creativity Successes Skills Knowledge
  • 42. Partnerships • Share – Creativity – Knowledge – Skills – Successes Creativity Successes Skills Knowledge
  • 43. Partnerships • Share – Creativity – Knowledge – Skills – Successes Creativity Successes Skills Knowledge
  • 44. HPT Dynamics • How is HPT a systematic process? • How is HPT a systems approach?
  • 45. HPT Dynamics Systematic ProcessSystematic Process HPT Body of KnowledgeHPT Body of Knowledge Grounded TheoryGrounded Theory Tiered hierarchically Tiered hierarchically Accessed as needed Accessed as needed Searched systematically Applied systematically
  • 46. HPT Dynamics Systematic ProcessSystematic Process HPT Body of KnowledgeHPT Body of Knowledge Grounded TheoryGrounded Theory Tiered hierarchically Tiered hierarchically Accessed as needed Accessed as needed Searched systematically Applied systematically
  • 47. HPT Dynamics Canon Peer-reviewed Everything Else • Tiered hierarchically Canon Peer-reviewed Grounded TheoryHPT Body of Knowledge
  • 48. HPT Dynamics Systematic ProcessSystematic Process HPT Body of KnowledgeHPT Body of Knowledge Grounded TheoryGrounded Theory Tiered hierarchically Tiered hierarchically Accessed as needed Accessed as needed Searched systematically Applied systematically
  • 49. HPT Dynamics • Accessed as needed Canon Everything Else Peer- reviewed CanonPeer-reviewed Grounded TheoryHPT Body of Knowledge
  • 50. HPT Dynamics Systematic ProcessSystematic Process HPT Body of KnowledgeHPT Body of Knowledge Grounded TheoryGrounded Theory Tiered hierarchically Tiered hierarchically Accessed as needed Accessed as needed Searched systematically Applied systematically
  • 51. HPT Dynamics • HPT body of knowledge – Searched systematically • Grounded theory – Applied systematically Everything Else Peer- reviewed Canon Peer- reviewed Canon
  • 52. HPT Dynamics • How is HPT a systematic process? • How is HPT a systems approach?
  • 53. HPT Dynamics • Take systems viewpoint – Provide comprehensive analysis ? ? ? Comprehensive Analysis
  • 54. HPT Dynamics • Take systems viewpoint – Provide comprehensive analysis • Organization • Process • Worker ? ? Organization Comprehensive Analysis
  • 55. HPT Dynamics • Take systems viewpoint – Provide comprehensive analysis • Organization • Process • Worker ? Process Organization Comprehensive Analysis
  • 56. HPT Dynamics • Take systems viewpoint – Provide comprehensive analysis • Organization • Process • Worker Worker Process Organization Comprehensive Analysis
  • 57. HPT Dynamics • Systematic process • Systems approach
  • 58. HPT Dynamics • Systematic process • Systems approach
  • 59. HPT Dynamics • HPT mindset – Systematic process • Micro analysis – Systems approach • Macro analysis
  • 60. The Nine Performance Variables The 3 Levels ofThe 3 Levels of PerformancePerformance The 3 Performance NeedsThe 3 Performance Needs GoalsGoals DesignDesign ManagementManagement Organization LevelOrganization Level Organization Goals Organization Design Organization Management Process LevelProcess Level Process Goals Process Design Process Management Job/PerformerJob/Performer LevelLevel Job Goals Job Design Job Management Table 1. The Nine Performance Variables. Rummler, G. A. & Brache, A. P. (1995). Improving performance; How to manage the white space on the organization chart (2nd ed.) San Francisco: Jossey-Bass.
  • 61. The Nine Performance Variables The 3 Levels ofThe 3 Levels of PerformancePerformance The 3 Performance NeedsThe 3 Performance Needs GoalsGoals DesignDesign ManagementManagement Organization LevelOrganization Level Organization Goals Organization Design Organization Management Process LevelProcess Level Process Goals Process Design Process Management Job/PerformerJob/Performer LevelLevel Job Goals Job Design Job Management Table 1. The Nine Performance Variables. Rummler, G. A. & Brache, A. P. (1995). Improving performance; How to manage the white space on the organization chart (2nd ed.) San Francisco: Jossey-Bass.
  • 62. The Nine Performance Variables The 3 Levels ofThe 3 Levels of PerformancePerformance The 3 Performance NeedsThe 3 Performance Needs GoalsGoals DesignDesign ManagementManagement Organization LevelOrganization Level Organization Goals Organization Design Organization Management Process LevelProcess Level Process Goals Process Design Process Management Job/PerformerJob/Performer LevelLevel Job Goals Job Design Job Management Table 1. The Nine Performance Variables. Rummler, G. A. & Brache, A. P. (1995). Improving performance; How to manage the white space on the organization chart (2nd ed.) San Francisco: Jossey-Bass.
  • 63. The Nine Boxes Model GoalsGoals DesignDesign ManagementManagement OrganizationOrganization Strategy, Operating Plans, & Metrics Organization Structure & Overall Business Model Performance Review Practices & Management Culture ProcessProcess Customer & Business Requirements Process Design, Systems Design, & Workspace Design Process Ownership, Process Management, & Continuous Improvement PerformerPerformer Job Specifications, Performance Metrics, & Individual Development Plans Job Roles And Responsibilities, Skill Requirements, Procedures, Tools, & Training Performance Feedback, Consequences, Coaching, & Support Table 2. The Nine Boxes Model. Rummler-Brache Group (n.d.). Improving business processes, strategies and capabilities. Retrieved November 26, 2008, from http://www.rummler-brache.com/the-nine-boxes-model
  • 64. The Nine Boxes Model GoalsGoals DesignDesign ManagementManagement OrganizationOrganization Strategy, Operating Plans, & Metrics Organization Structure & Overall Business Model Performance Review Practices & Management Culture ProcessProcess Customer & Business Requirements Process Design, Systems Design, & Workspace Design Process Ownership, Process Management, & Continuous Improvement PerformerPerformer Job Specifications, Performance Metrics, & Individual Development Plans Job Roles And Responsibilities, Skill Requirements, Procedures, Tools, & Training Performance Feedback, Consequences, Coaching, & Support Table 2. The Nine Boxes Model. Rummler-Brache Group (n.d.). Improving business processes, strategies and capabilities. Retrieved November 26, 2008, from http://www.rummler-brache.com/the-nine-boxes-model
  • 65. The Nine Boxes Model GoalsGoals DesignDesign ManagementManagement OrganizationOrganization Strategy, Operating Plans, & Metrics Organization Structure & Overall Business Model Performance Review Practices & Management Culture ProcessProcess Customer & Business Requirements Process Design, Systems Design, & Workspace Design Process Ownership, Process Management, & Continuous Improvement PerformerPerformer Job Specifications, Performance Metrics, & Individual Development Plans Job Roles And Responsibilities, Skill Requirements, Procedures, Tools, & Training Performance Feedback, Consequences, Coaching, & Support Table 2. The Nine Boxes Model. Rummler-Brache Group (n.d.). Improving business processes, strategies and capabilities. Retrieved November 26, 2008, from http://www.rummler-brache.com/the-nine-boxes-model
  • 66. The 4 Levels of Performance LevelLevel PerformancePerformance Unit of Analysis (System)Unit of Analysis (System) Intervention Tools (Design &Intervention Tools (Design & Technology)Technology) WorkWork EnvironmentEnvironment Business Performance • Business Performance System (Condition, Input, Process, Output, Feedback, & Consequence) • System Variables: Brand Value, Product Or Service Positioning, Market Strategy, Vision & Mission, & So On • Business Design: Vision Design, Innovation Design, Mergers, & Acquisitions • Business Technology: Market Opportunity Analysis, Future Research & Simulation, & Positioning & Promotion Strategy WorkplaceWorkplace Organization Performance • Organization Performance System (Condition, Input, Process, Output, Feedback, & Consequence) • System Variables: Organizational Structure, Culture, & Ergonomics • Organization Design: Culture Change, Workplace Design, & Restructuring • Organizational Technology: Organizational Development, Financial Management, & Communities of Practice Work ProcessWork Process Process Performance • Process Performance System (Condition, Input, Process, Output, Feedback, & Consequence) • System Variables: Communication, Supply Chain, & Production • Process Design: Electronic Performance Support Systems, Reengineering, & Outsourcing • Process Technology: Process Mapping, Knowledge Management, & Financial Accounting WorkerWorker Human Performance • Human Performance System (Condition, Input, Process, Output, Feedback, & Consequence) • System Variables: Skills, Knowledge, Competency, Motivation, & Leadership • Leadership Design: Mental Model, Capacity Building, & Incentive System • Leadership Technology: Training, Job Aid, Performance Appraisal, Leadership Development, Career Consulting, & Mentoring Table 3. The Four Levels of Performance Framework. Jang, H. Y. (2008). Reconsidering human performance technology [Electronic version]. Performance improvement, 47(6), 29. DOI: 10.1002/pfi.20006.
  • 67. The 4 Levels of Performance LevelLevel PerformancePerformance Unit of Analysis (System)Unit of Analysis (System) Intervention Tools (Design &Intervention Tools (Design & Technology)Technology) WorkWork EnvironmentEnvironment Business Performance • Business Performance System (Condition, Input, Process, Output, Feedback, & Consequence) • System Variables: Brand Value, Product Or Service Positioning, Market Strategy, Vision & Mission, & So On • Business Design: Vision Design, Innovation Design, Mergers, & Acquisitions • Business Technology: Market Opportunity Analysis, Future Research & Simulation, & Positioning & Promotion Strategy WorkplaceWorkplace Organization Performance • Organization Performance System (Condition, Input, Process, Output, Feedback, & Consequence) • System Variables: Organizational Structure, Culture, & Ergonomics • Organization Design: Culture Change, Workplace Design, & Restructuring • Organizational Technology: Organizational Development, Financial Management, & Communities of Practice Work ProcessWork Process Process Performance • Process Performance System (Condition, Input, Process, Output, Feedback, & Consequence) • System Variables: Communication, Supply Chain, & Production • Process Design: Electronic Performance Support Systems, Reengineering, & Outsourcing • Process Technology: Process Mapping, Knowledge Management, & Financial Accounting WorkerWorker Human Performance • Human Performance System (Condition, Input, Process, Output, Feedback, & Consequence) • System Variables: Skills, Knowledge, Competency, Motivation, & Leadership • Leadership Design: Mental Model, Capacity Building, & Incentive System • Leadership Technology: Training, Job Aid, Performance Appraisal, Leadership Development, Career Consulting, & Mentoring Table 3. The Four Levels of Performance Framework. Jang, H. Y. (2008). Reconsidering human performance technology [Electronic version]. Performance improvement, 47(6), 29. DOI: 10.1002/pfi.20006.
  • 68. The 4 Levels of Performance LevelLevel PerformancePerformance Unit of Analysis (System)Unit of Analysis (System) Intervention Tools (Design &Intervention Tools (Design & Technology)Technology) WorkWork EnvironmentEnvironment Business Performance • Business Performance System (Condition, Input, Process, Output, Feedback, & Consequence) • System Variables: Brand Value, Product Or Service Positioning, Market Strategy, Vision & Mission, & So On • Business Design: Vision Design, Innovation Design, Mergers, & Acquisitions • Business Technology: Market Opportunity Analysis, Future Research & Simulation, & Positioning & Promotion Strategy WorkplaceWorkplace Organization Performance • Organization Performance System (Condition, Input, Process, Output, Feedback, & Consequence) • System Variables: Organizational Structure, Culture, & Ergonomics • Organization Design: Culture Change, Workplace Design, & Restructuring • Organizational Technology: Organizational Development, Financial Management, & Communities of Practice Work ProcessWork Process Process Performance • Process Performance System (Condition, Input, Process, Output, Feedback, & Consequence) • System Variables: Communication, Supply Chain, & Production • Process Design: Electronic Performance Support Systems, Reengineering, & Outsourcing • Process Technology: Process Mapping, Knowledge Management, & Financial Accounting WorkerWorker Human Performance • Human Performance System (Condition, Input, Process, Output, Feedback, & Consequence) • System Variables: Skills, Knowledge, Competency, Motivation, & Leadership • Leadership Design: Mental Model, Capacity Building, & Incentive System • Leadership Technology: Training, Job Aid, Performance Appraisal, Leadership Development, Career Consulting, & Mentoring Table 3. The Four Levels of Performance Framework. Jang, H. Y. (2008). Reconsidering human performance technology [Electronic version]. Performance improvement, 47(6), 29. DOI: 10.1002/pfi.20006.
  • 69. The 4 Levels of Performance LevelLevel PerformancePerformance Unit of Analysis (System)Unit of Analysis (System) Intervention Tools (Design &Intervention Tools (Design & Technology)Technology) WorkWork EnvironmentEnvironment Business Performance • Business Performance System (Condition, Input, Process, Output, Feedback, & Consequence) • System Variables: Brand Value, Product Or Service Positioning, Market Strategy, Vision & Mission, & So On • Business Design: Vision Design, Innovation Design, Mergers, & Acquisitions • Business Technology: Market Opportunity Analysis, Future Research & Simulation, & Positioning & Promotion Strategy WorkplaceWorkplace Organization Performance • Organization Performance System (Condition, Input, Process, Output, Feedback, & Consequence) • System Variables: Organizational Structure, Culture, & Ergonomics • Organization Design: Culture Change, Workplace Design, & Restructuring • Organizational Technology: Organizational Development, Financial Management, & Communities of Practice Work ProcessWork Process Process Performance • Process Performance System (Condition, Input, Process, Output, Feedback, & Consequence) • System Variables: Communication, Supply Chain, & Production • Process Design: Electronic Performance Support Systems, Reengineering, & Outsourcing • Process Technology: Process Mapping, Knowledge Management, & Financial Accounting WorkerWorker Human Performance • Human Performance System (Condition, Input, Process, Output, Feedback, & Consequence) • System Variables: Skills, Knowledge, Competency, Motivation, & Leadership • Leadership Design: Mental Model, Capacity Building, & Incentive System • Leadership Technology: Training, Job Aid, Performance Appraisal, Leadership Development, Career Consulting, & Mentoring Table 3. The Four Levels of Performance Framework. Jang, H. Y. (2008). Reconsidering human performance technology [Electronic version]. Performance improvement, 47(6), 29. DOI: 10.1002/pfi.20006.
  • 70. The Organizational Scan ConditionCondition ProcessProcess OutcomesOutcomes Organization LevelOrganization Level Strategy, Structure Mission, strategy External business drivers Functional grouping Budget/decision authority Systems Degree of centralization Consistency of operations Flexibility Organizational Results Satisfaction of investors Satisfaction of societal stakeholders Measures of success Goal alignment with mission People LevelPeople Level Climate Practices Company values, individual values Management/leadership practices Team norms Ethics, integrity Performance Requirements Skills, knowledge Job aids/references Selection Conference Motivation, Feedback Satisfaction of employees Frequency, timing, form Rewards and recognition Expectations Work LevelWork Level Environment, Resources Physical environment Tools, materials, information Support personnel/services Accessibility of resources Workload, demands Methods Allocation of functions Processes, procedures Work flow Duplication/gaps Products, Services Satisfaction of customers Productivity levels Standards/criteria Quality of product delivery Table 4. Organizational Scan. Tosti, D., & Jackson, S. D. (1997). The organizational scan. Performance Improvement, 36(10), 22-26.
  • 71. The Organizational Scan ConditionCondition ProcessProcess OutcomesOutcomes Organization LevelOrganization Level Strategy, Structure Mission, strategy External business drivers Functional grouping Budget/decision authority Systems Degree of centralization Consistency of operations Flexibility Organizational Results Satisfaction of investors Satisfaction of societal stakeholders Measures of success Goal alignment with mission People LevelPeople Level Climate Practices Company values, individual values Management/leadership practices Team norms Ethics, integrity Performance Requirements Skills, knowledge Job aids/references Selection Conference Motivation, Feedback Satisfaction of employees Frequency, timing, form Rewards and recognition Expectations Work LevelWork Level Environment, Resources Physical environment Tools, materials, information Support personnel/services Accessibility of resources Workload, demands Methods Allocation of functions Processes, procedures Work flow Duplication/gaps Products, Services Satisfaction of customers Productivity levels Standards/criteria Quality of product delivery Table 4. Organizational Scan. Tosti, D., & Jackson, S. D. (1997). The organizational scan. Performance Improvement, 36(10), 22-26.
  • 72. The Organizational Scan ConditionCondition ProcessProcess OutcomesOutcomes Organization LevelOrganization Level Strategy, Structure Mission, strategy External business drivers Functional grouping Budget/decision authority Systems Degree of centralization Consistency of operations Flexibility Organizational Results Satisfaction of investors Satisfaction of societal stakeholders Measures of success Goal alignment with mission People LevelPeople Level Climate Practices Company values, individual values Management/leadership practices Team norms Ethics, integrity Performance Requirements Skills, knowledge Job aids/references Selection Conference Motivation, Feedback Satisfaction of employees Frequency, timing, form Rewards and recognition Expectations Work LevelWork Level Environment, Resources Physical environment Tools, materials, information Support personnel/services Accessibility of resources Workload, demands Methods Allocation of functions Processes, procedures Work flow Duplication/gaps Products, Services Satisfaction of customers Productivity levels Standards/criteria Quality of product delivery Table 4. Organizational Scan. Tosti, D., & Jackson, S. D. (1997). The organizational scan. Performance Improvement, 36(10), 22-26.
  • 73. Summary “One sign of a vibrant and healthy discipline is the ability to tap into new developments, innovate, and also capture insights from other fields. . .The last decade has seen a tremendous expansion in the number of performance consultants as well as new ways in which the performance field has evolved” Joe Willmore
  • 74. Summary • Key principles of HPT – Focus on results – Take systems viewpoint – Add value – Establish partnerships • HPT dynamics – Systematic process – Systems approach Focus on Results Establish Partnerships Add Value Take Systems Viewpoint
  • 75. Summary • Key principles of HPT – Focus on results – Take systems viewpoint – Add value – Establish partnerships • HPT dynamics – Systematic process – Systems approach Focus on Results Establish Partnerships Add Value Take Systems Viewpoint
  • 76. Summary • Key principles of HPT – Focus on results – Take systems viewpoint – Add value – Establish partnerships • HPT dynamics – Systematic process – Systems approach Focus on Results Establish Partnerships Add Value Take Systems Viewpoint
  • 77. Summary • Key principles of HPT – Focus on results – Take systems viewpoint – Add value – Establish partnerships • HPT dynamics – Systematic process – Systems approach Focus on Results Establish Partnerships Add Value Take Systems Viewpoint
  • 78. Summary • Key principles of HPT – Focus on results – Take systems viewpoint – Add value – Establish partnerships • HPT dynamics – Systematic process – Systems approach Focus on Results Establish Partnerships Add Value Take Systems Viewpoint
  • 79. Summary • Key principles of HPT – Focus on results – Take systems viewpoint – Add value – Establish partnerships • HPT dynamics – Systematic process – Systems approach Focus on Results Establish Partnerships Add Value Take Systems Viewpoint
  • 80. Summary • Key principles of HPT – Focus on results – Take systems viewpoint – Add value – Establish partnerships • HPT dynamics – Systematic process – Systems approach Focus on Results Establish Partnerships Add Value Take Systems Viewpoint
  • 81. Summary • Key principles of HPT – Focus on results – Take systems viewpoint – Add value – Establish partnerships • HPT dynamics – Systematic process – Systems approach Focus on Results Establish Partnerships Add Value Take Systems Viewpoint
  • 82. References Addison, R. M., & Haig, C. (2006). The performance architect’s essential guide to the performance technology landscape. In J. A. Pershing (Ed.). Handbook of human performance technology: Principles, practices, and potential (3rd ed.). San Francisco: Pfeiffer. Jang, H. Y. (2008). Reconsidering human performance technology [Electronic version]. Performance improvement, 47(6), 26. DOI: 10.1002/pfi.20006.
  • 83. References Rummler, G. A., & Brache, A. P. (1995). Improving performance; How to manage the white space on the organization chart (2nd ed.) San Francisco: Jossey-Bass. Rummler-Brache Group (n.d.). Improving business processes, strategies and capabilities. Retrieved November 26, 2008, from http://www.rummler-brache.com/the-nine-boxe
  • 84. References Tosti, D., & Jackson, S. D. (1997). The organizational scan. Performance Improvement, 36(10), 22-26. Willmore, J. (2008). The evolution of human performance improvement. In Biech (Ed.), Handbook for Workplace Learning Professionals (pp. 33-46). ASTD Press.

Notas do Editor

  1. The continually growing body of knowledge on which the discipline of human performance technology (HPT) is built provides a dynamic foundation for establishing principles that guide researchers and practitioners in the study and application of human performance improvement (HPI) theories and methodologies. Being derived from such a dynamic foundation of information, HPT principles are effectively themselves dynamic, thereby accommodating many different approaches to adhering to individual principles as they relate to particular circumstances in which those principles are applied. For example, being consistent with the general consensus among HPT professionals, while discussing the landscape of HPT, Addison and Haig (2006) asserted that there were four principles to which performance professionals adhered. They stated that performance professionals should Focus on results, using [their] knowledge of the business [they] are supporting to link performance improvement initiatives to business needs and goals and add value for the stakeholders Take a systems viewpoint that encourages consideration of all aspects of the organization ’s total performance system Add value to the organization or business by producing results that make a difference Establish partnerships with clients and other performance improvement professional to share skills, knowledge, creativity, and successes. (p. 39) Similar to the four principles of HPT as explained by Addison and Haig, Rosenberg et al (1999) described five principles of HPT. These included the concept of operating within a systemic framework and dependence upon a comprehensive analytical process. Additionally, they stated that nonlinear perspectives were essential to the application of interventions, and HPT expertise would be the result of diverse teams. Lastly, they concluded that organizational settings and individual requirements would determine the application of HPT (p. 43). These five principles, although from a different viewpoint, were remarkably similar to Addison and Haig ’s principles, and this similarity points to a recurring theme of dynamics throughout the HPT community regarding the principles of HPT.
  2. http://office.microsoft.com/en-us/clipart/j0439534.jpg Being dynamic, the principles of HPT allow researchers and practitioners to focus on results and customize interventions, as opposed to being constrained by rules that do not necessarily fit every situation.
  3. http://office.microsoft.com/en-us/clipart/j0439586.png
  4. http://office.microsoft.com/en-us/clipart/j0433243.jpg
  5. Similar to the four principles of HPT as explained by Addison and Haig, Rosenberg et al (1999) described five principles of HPT. These included the concept of operating within a systemic framework and dependence upon a comprehensive analytical process. Additionally, they stated that nonlinear perspectives were essential to the application of interventions, and HPT expertise would be the result of diverse teams. Lastly, they concluded that organizational settings and individual requirements would determine the application of HPT (p. 43). These five principles, although from a different viewpoint, were remarkably similar to Addison and Haig ’s principles, and this similarity points to a recurring theme of dynamics throughout the HPT community regarding the principles of HPT.
  6. http://office.microsoft.com/en-us/clipart/j0436917.png
  7. Essentially, to the credit of the HPT community, the inclusion philosophy displayed by the availability of so many publications by so many researchers and practitioners expressing one viewpoint or another enables the field of HPT to not only mature but to ensure that its researchers and practitioners stay more than just current on the issues that surround the study and practice of HPI. In fact, this all-inclusiveness is forward-looking and brings with it recognition that there is always more than one way to do things with each situation requiring an individual application of principles. In today ’s business world where many consultants market pre-packaged business solutions as custom packages in a mix-and-match fashion, the HPT professional provides each organization with a truly customized assessment of human performance factors that affect the organization’s productivity.
  8. The all-inclusive HPT body of knowledge is not an off-the-shelf business productivity product to be sold to an organization to solve its human performance issues. Rather, that dynamic body of knowledge is more of a resource bank to be accessed as needed in the study and application of HPT. However, searching unsystematically through the labyrinth of information in that resource bank would be a tedious and time-consuming task. Therefore, although all-inclusive, the body of knowledge is necessarily tiered in a hierarchal structure. For example, there is an abundance of peer-reviewed journals, a vast number of books, and an enormous quantity of Internet sites all proclaiming to be authorities on HPT. Researchers and practitioners muddling through all those publications looking for HPT theory and solutions would have to concede that in order to gather information in an efficient manner, a best practice would be to lean toward the publications that have gained recognition as the most aligned with the general consensus of the HPT community. In other words, the major organizations, such as the International Society for Performance Improvement and the American Society for Training and Development have what seems like a stronghold on the research literature for a reason, and that reason is that those organizations provide a venue in which HPT researchers and practitioners can collaborate in a manner that ensures they stay current on best practices in the field of HPT.
  9. http://office.microsoft.com/en-us/clipart/j0438517.jpg Furthermore, the systematic theme that threads through the literature comes to the forefront as a process by which HPT professionals approach performance issues. Without a system, there would be nothing but chaos in the application of HPT to an organization. For the same reason, after retrieving grounded theory from that labyrinth of information, applying that theory in a systematic manner becomes an efficient method of producing measurable outcomes of human performance interventions through the implementation of best practices and standards of measurement established by the prominent theorists of the community.
  10. http://office.microsoft.com/en-us/clipart/j0438517.jpg To provide a comprehensive analysis of human performance in relation to productivity, it seems logical that HPT researchers and practitioners would evaluate an organization ’s entire structure. To do otherwise by focusing analysis and application of HPT solutions only on selective aspects of an organization would be a spot-treatment approach to performance improvement issues. As affirmed by Addison and Haig (2006, p. 39), Rosenberg et al (1999, p. 43) , and the many other HPT professionals who abide by the systems approach to HPT, there seems to be a consensus in the HPT community that a systemic approach to analysis is also a best practice. Hence, taking a systems approach to analysis emerges as another vital aspect of HPT.
  11. http://office.microsoft.com/en-us/clipart/j0438517.jpg Combining a systematic process with a systemic approach induces a mindset that enables a HPT professional to analyze an HPT issue at both the micro and macro levels simultaneously. This dynamic between micro and macro analysis and application is the underlying principle beneath all other HPT principles.
  12. A case in point is when Rummler & Brache (1995) observed that linking levels of performance to performance needs resulted in their nine performance variables useful as improvement levers at all levels in an organization (pp. 18-19). Not only did they develop their Nine Performance Variables Model, but they also implemented that model as their human performance improvement methodology at Rummler-Brache Group, their business consulting group, and assigned it the title of the Nine Boxes Model. Although the phrasing in the second model was different than the first model, the concept was exactly the same. The difference in phraseology most probably stems from either refinement of the Nine Performance Variables Model and growth into the Nine Boxes Model or a decisive measure to speak in the language of the business world, the target audience for their consulting services. Regardless of the reason for rephrasing the original wording, the concept remained the same whether it was presented to academia or the business world, and because the concept has gained a high degree of validity in both venues, it is reasonable to assume the core concepts underlying Rummler and Brache ’s models are universally accepted elements of HPT.
  13. Proof that their models have gained the status of being universally accepted in the HPT community lies in what appears to be emulation of this theme of variables in other research and applications in HPT. For example, to explain a need to include business performance in human performance improvement, Yang (2008, p. 29) structured his Four Levels of Performance Framework in somewhat the same manner as Rummler and Brache structured their Nine Performance Variables Model. Although Yang ’s model was not identical to Rummler and Brache’s model, it was similar enough to indicate that their model was a foundation for his model. Like Rummler and Brache, Yang identified the levels of worker, process, and workplace. However, he divided workplace into two separate levels that included workplace and environment as individual components of an organization. In effect, Yang built upon grounded theory in HPT to develop his Four Levels of Performance Framework, and he did so by implementing the dynamic nature of the principles of HPT.
  14. Tosti and Jackon (1997) provided another example of similarity among HPT models. Their Organizational Scan Model was quite similar to Rummler and Brache ’s Nine Variables Model in that they also identified the three levels of organization, work, and people. However, they ordered the three levels differently than Rummler and Brach ordered them. Nonetheless, the concept of analyzing variables was present in their theory with the purpose of providing a comprehensive analysis in order to develop strategies to improve performance (p.24).
  15. According to Willmore (2008), “One sign of a vibrant and healthy discipline is the ability to tap into new developments, innovate, and also capture insights from other fields. . .The last decade has seen a tremendous expansion in the number of performance consultants as well as new ways in which the performance field has evolved” (p. 44). This ability to tap into new developments, innovate, and capture insights is made possible by the dynamic nature of the continually growing body of HPT knowledge and is driven by the dynamic principles that guide HPT researchers and practitioners in the application of those principles to the individualized needs of organizations. With the same insightfulness, Rosenberg et al (1999) recognized that the “field of HPT will develop a more solid base on which researchers and practitioners will be able to build while developing a more diverse set of applications. From these developments will emerge others” (p. 43). In the final analysis, the field of HPT is, indeed, developing a more solid base, and this base is, indeed, generating a more diverse set of applications. That is, after all, what dynamic structures do.
  16. iStockphoto