to download the conference program - International Society for ...
to download the conference program - International Society for ...
to download the conference program - International Society for ...
You also want an ePaper? Increase the reach of your titles
YUMPU automatically turns print PDFs into web optimized ePapers that Google loves.
LEADING INNOVATION, ENDLESS POSSIBILITIES<br />
THE<br />
Per<strong>for</strong>mance<br />
Improvement<br />
C O N F E R E N C E<br />
Gold Sponsor<br />
Silver Sponsors<br />
Bronze Sponsors<br />
April 18–23<br />
Toron<strong>to</strong>, Ontario, Canada<br />
<strong>International</strong> <strong>Society</strong> <strong>for</strong><br />
Per<strong>for</strong>mance Improvement
ISD - TRAINING SYSTEMS AT UMBC<br />
Master’s in Instructional<br />
Systems Development -<br />
Training Systems<br />
Graduate Certificate:<br />
Instructional Systems Development<br />
Instructional Technology<br />
Distance Education<br />
WWW.UMBC.EDU/ISD
Welcome <strong>to</strong> Toron<strong>to</strong> and<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
The 2012 <strong>conference</strong> represents a significant miles<strong>to</strong>ne <strong>for</strong> <strong>the</strong> <strong>Society</strong> and its members.<br />
In addition <strong>to</strong> being ISPI’s 50th anniversary, it is also <strong>the</strong> 20th anniversary of our partnership<br />
with John Wiley & Sons and <strong>the</strong> publishing of <strong>the</strong> Handbook of Human Per<strong>for</strong>mance<br />
Technology and <strong>the</strong> 10th anniversary of <strong>the</strong> Certified Per<strong>for</strong>mance Technologist (CPT)<br />
designation. Anniversaries give us <strong>the</strong> opportunity <strong>to</strong> reflect on our accomplishments and<br />
prepare <strong>for</strong> <strong>the</strong> challenges of <strong>the</strong> future.<br />
What has happened over <strong>the</strong> last 50 years gives evidence <strong>to</strong> ISPI’s commitment <strong>to</strong> our principles<br />
and our willingness <strong>to</strong> grow in response <strong>to</strong> our clients’ and members’ needs. For example,<br />
we continue <strong>to</strong> be evidence-based in our approach <strong>to</strong> improving individual per<strong>for</strong>mance;<br />
however, we expanded our work <strong>to</strong> include organizational per<strong>for</strong>mance. We began with a<br />
dedication <strong>to</strong> developing people’s job proficiency, yet soon broadened in<strong>to</strong> finding ways <strong>to</strong><br />
improve how work and <strong>the</strong> workplace support per<strong>for</strong>mance. Now, we are open <strong>to</strong> applying<br />
our systematic process <strong>to</strong> address many of society’s challenges from education <strong>to</strong> healthcare.<br />
We continue <strong>to</strong> have a strong military presence amongst our members; yet, we now reflect all<br />
industry sec<strong>to</strong>rs from au<strong>to</strong>motive, education, energy, finance, government, retail, telephony,<br />
transportation, and more. We started with a very regional focus, and <strong>to</strong>day, our international<br />
reach is evidenced by our having members in 56 countries and CPTs in 31 countries.<br />
Under <strong>the</strong> guidance of Harold S<strong>to</strong>lovitch and Erica Keeps, we produced <strong>the</strong> first Handbook<br />
of Human Per<strong>for</strong>mance Technology, a task many thought impossible. Today, we not only have<br />
<strong>the</strong> 3rd edition of <strong>the</strong> Handbook edited by James Pershing, but we have produced specialty<br />
handbooks on instructional design, measurement and evaluation, and non-instructional<br />
interventions. In addition, we continue <strong>to</strong> recognize proficiency, commitment, and accomplishment<br />
through our expanding awards <strong>program</strong>, our new evidence-based school improvement<br />
specialist certification, and our evidence-based accreditations <strong>for</strong> per<strong>for</strong>mance improvement<br />
<strong>program</strong>s and functions.<br />
So, please celebrate <strong>the</strong>se anniversaries with me. Welcome our masters speakers from Canada,<br />
China, Germany, Ghana, Macedonia, and South America. Take part in our Research-<strong>to</strong>-<br />
Practice Symposium. Be open <strong>to</strong> <strong>the</strong> ideas expressed by our keynote speakers whose messages<br />
build on our past while preparing us <strong>for</strong> <strong>the</strong> future. Delight in <strong>the</strong> opportunities available<br />
during <strong>the</strong> Chat ‘n Chew and Anniversary Barrel, and finally take advantage of <strong>the</strong> numerous<br />
educational sessions and networking opportunities.<br />
Welcome, and I look <strong>for</strong>ward <strong>to</strong> meeting each of you.<br />
Happy Anniversary ISPI!<br />
Judith A. Hale, CPT, PhD<br />
2011-2012 ISPI President
Board of Direc<strong>to</strong>rs & Conference Committee<br />
2011–2012<br />
Board of Direc<strong>to</strong>rs<br />
President<br />
Judith A. Hale, CPT, PhD<br />
Hale Associates<br />
President-Elect<br />
Jack J. Phillips, PhD<br />
ROI Institute Inc.<br />
Immediate Past-President<br />
Miki M. Lane, CPT<br />
MVM Communications<br />
Direc<strong>to</strong>r/Treasurer<br />
Lisa Toenniges, CPT, MEd<br />
Innovative Learning Group<br />
Direc<strong>to</strong>r<br />
Ingrid Guerra-López, PhD<br />
Wayne State University<br />
Direc<strong>to</strong>r<br />
Steven J. Kelly, CPT<br />
KNO Worldwide<br />
Direc<strong>to</strong>r<br />
Dawn Papaila, CPT<br />
WLP Consultants<br />
<strong>International</strong> Direc<strong>to</strong>r<br />
Luise Schneider, CPT<br />
Per<strong>for</strong>mance Design<br />
<strong>International</strong> GmbH<br />
Executive Direc<strong>to</strong>r<br />
April S. Davis, CAE<br />
ISPI<br />
ISPI is pleased <strong>to</strong> announce <strong>the</strong> following<br />
individuals will be joining Jack Phillips,<br />
Steven Kelly, Ingrid Guerra-Lopez, Judith<br />
Hale, and April S. Davis on <strong>the</strong> 2012-2014<br />
Board of Direc<strong>to</strong>rs.<br />
President-Elect<br />
Lisa Toenniges, CPT, MEd<br />
Innovative Learning Group<br />
<strong>International</strong> Direc<strong>to</strong>r<br />
Lucy Surhyel Newman,<br />
CPT, DBA<br />
FITC<br />
Direc<strong>to</strong>r<br />
Cathy Brown<br />
Institute of Nuclear Power<br />
Operations<br />
Direc<strong>to</strong>r<br />
Brett D. Christensen, CPT,<br />
MSc, CTDP<br />
Canadian Forces<br />
50th Anniversary Task<strong>for</strong>ce<br />
Task<strong>for</strong>ce Chair<br />
Margo Murray, CPT<br />
Roger Addison, CPT, EdD, Deputy Chair<br />
Task<strong>for</strong>ce Members: Clare Elizabeth Carey,<br />
CPT, Jeanne Farring<strong>to</strong>n, CPT, EdD, Carol<br />
Haig, Dick Handshaw, CPT, Lynn Kearny,<br />
CPT, Mary Norris Thomas, CPT, PhD,<br />
Marci Paino, CPT, Dawn Papaila, CPT,<br />
Keira Rozier, Eileen Terrell, and Guy<br />
Wallace, CPT<br />
Honorary Committee<br />
Richard Battaglia, Executive Direc<strong>to</strong>r &<br />
CEO, ISPI (Ret.)<br />
William Blunt, Amgen<br />
Cedric T. Coco, Lowe’s<br />
Don Duquette, GP Strategies<br />
Marilyn Gilbert, Univ. North Texas<br />
Charles Ginn, Insperity<br />
Glenn Hughes, KLA-Tencor<br />
Debra S. Hunter, John Wiley & Sons<br />
Faith Krebs, McDonald’s Corporation<br />
Chris Lyons, McDonald’s Corporation<br />
Mark Munley, AAA NCNU<br />
Paul Nieminen, UPS<br />
Rear Admiral Timothy S. Sullivan, USCG (Ret.)<br />
Janet Viselli, AIMA<br />
2012 Conference<br />
Program Committee<br />
Conference Committee Chair<br />
Ann Battenfield, CPT<br />
Andrea Moore, CPT, Deputy Chair<br />
Glenda D. Feldt and James H. Craumer,<br />
Education<br />
Neera Shukla, Eileen Maeso, and<br />
James Ruckstahl, Volunteer Liaisons<br />
Special Initiatives<br />
Scott Casad, Suzanne J. Ebbers, Timm J.<br />
Esque, Glenda Feldt, James Gehrke, Judith<br />
Hale, Jack Phillips, Patti Phillips, Harold<br />
S<strong>to</strong>lovitch, Carol Sut<strong>to</strong>n, Kevin Taylor,<br />
Kenisha L. Thompson, Christian Voelkl,<br />
William Yeager<br />
Proposal Review Teams<br />
Analysis<br />
Chair: Kevin Taylor<br />
Reviewers: Christina Caswell, Ireta Ekstrom,<br />
Patrick Brown, Shelley Gable, Travis Collier<br />
The Business of HPT<br />
Chair: Mark Boccia<br />
Reviewers: Sarah Ward, Jim Rich, Ciaran<br />
Lesikar, Ca<strong>the</strong>rine Zaranis, Rose Noxon,<br />
Ria Roy<br />
Instructional Interventions<br />
Co-Chairs: Neera Shukla & Julie Perkins<br />
Reviewers: Joyanne Landers, Ildiko Oravecz,<br />
Elaine Steiner, Ireta Ekstrom, Robert Lion,<br />
Eileen Maeso, Brian Patterson, Karen<br />
Spaulding, Lee Alderman, Bonnie Beres<strong>for</strong>d,<br />
Marcie Thompson, Tim Brock, Peggy Meli,<br />
Barbara Gough, Neeraj, Diane Tigges, Matt<br />
Donovan, Lydia Alles, Julie Balwin, Chuck<br />
Georgo<br />
Measurement and Evaluation<br />
Chair: April Creasy<br />
Reviewers: Lyn Cheevers, Kirsten Hoyt,<br />
Joan Griffin, Lilianna Taylor, Robert<br />
Kleinsorge, Stephanie Johnson, Tim Brock,<br />
Robert Lion, Sabrina Curry, Johanna Zit<strong>to</strong>,<br />
Ronald Kan<strong>to</strong>r<br />
Organizational Design Interventions<br />
Chair: Kenisha Thompson<br />
Reviewers: Jill Gentile, Scott Casad, Mary<br />
Kay Armour, Jodi Craw<strong>for</strong>d, William Yeager,<br />
Georgianna Laws, Karen Hicks, Jim Parry,<br />
Carolyn Kinsell<br />
Process or Tool Interventions<br />
Chair: Cynde Wehmer<br />
Reviewers: Mark Turner, Patti Shank,<br />
Monica Goodale, Jacqueline Warner, Pat<br />
Wenzel, Mark Bower, Matt Nathan, Marian<br />
Herman, Suzanne Jenne<br />
Research <strong>to</strong> Practice<br />
Chair: Jim Craumer<br />
Reviewers: Glenda Feldt, Andrea Moore,<br />
David Moniz, Stephanie Fuentes, Scott<br />
Casad, Barbara Carder, Robert Lion, John<br />
O’Connor, James Marken, Ann Battenfield,<br />
Yvonne Earnshaw<br />
Chat ‘n Chew & Anniversary Barrel<br />
Chair: Diane Beal<br />
Reviewers: Dennis Duke, Eileen Maeso,<br />
Conrad Bills, Eileen Terrell, Debbie Bell,<br />
Karmiko Bur<strong>to</strong>n, Wenxia Wu, Faith Fred,<br />
Sonia Di Maulo<br />
2 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
Table of Contents<br />
ISPI Advocate members<br />
represent international,<br />
national, and regional<br />
organizations committed<br />
<strong>to</strong> improving workplace<br />
per<strong>for</strong>mance.<br />
Schedule & Room Loca<strong>to</strong>r ............................................................................4<br />
Did You Know? ..................................................................................................6<br />
Conference Sponsors......................................................................................7<br />
Meeting Room Guide .....................................................................................8<br />
Conference Services .....................................................................................10<br />
Advocate, Patron, & Organizational Members....................................13<br />
Guide <strong>to</strong> Educational Sessions..................................................................15<br />
Program: Friday, April 20.............................................................................16<br />
Program: Saturday, April 21 .......................................................................17<br />
Program: Sunday, April 22..........................................................................23<br />
Chat ‘n Chew....................................................................................................26<br />
Research and Theory <strong>to</strong> Practice Symposium.....................................31<br />
Past, Present, and Future Leaders............................................................33<br />
Certified Per<strong>for</strong>mance Technologists .....................................................34<br />
Program: Monday, April 23 ........................................................................39<br />
Anniversary Barrel .........................................................................................43<br />
2012 Award of Excellent Recipients........................................................48<br />
2012 Honorary Award Recipients............................................................50<br />
Honorary Life Members ..............................................................................51<br />
Principles & Practices Institute & Certification Workshop...............52<br />
Workshops .......................................................................................................53<br />
Presenter Index ..............................................................................................55<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
3
Schedule & Room Loca<strong>to</strong>r<br />
Wednesday, April 18<br />
Saturday, April 21<br />
8:30 am–5:00 pm<br />
Conference D/E<br />
4:00–5:30 pm<br />
Principles & Practices of Per<strong>for</strong>mance<br />
Improvement Institute<br />
Registration<br />
6:30 am-5:00 pm<br />
See Map, pg. 9<br />
7:00–8:00 am<br />
Osgoode Ballrm West<br />
Shera<strong>to</strong>n Hall E<br />
Registration<br />
Introduction <strong>to</strong> PI and <strong>the</strong> Conference<br />
Career Center Workshop<br />
Thursday, April 19<br />
7:30 am–4:00 pm<br />
Executive Suite<br />
Presenter Center Open<br />
7:30 am–5:30 pm<br />
Registration<br />
8:00-9:30 am<br />
Grand West & Centre<br />
Keynote Presentation: Dick Clark<br />
8:30 am–5:00 pm<br />
Conference D/E<br />
Principles & Practices of Per<strong>for</strong>mance<br />
Improvement Institute<br />
8:30 am–5:00 pm Workshops, pages 52 & 53<br />
Conference G CPT Workshop<br />
Windsor East Business Driven Strategic Planning<br />
Windsor West SDI Level 1<br />
Conference C Per<strong>for</strong>mance Partnering<br />
Conference H Plan and Facilitate Smarter<br />
Friday, April 20<br />
7:00 am–7:30 pm<br />
See Map, pg. 9<br />
7:30 am–5:00 pm<br />
Simcoe/Dufferin<br />
8:30 am–5:00 pm<br />
Conference D/E<br />
Registration<br />
Chapter Leaders’ Workshop<br />
Principles & Practices of Per<strong>for</strong>mance<br />
Improvement Institute<br />
8:30 am–5:00 pm Workshops, pages 52 & 53<br />
Conference G CPT Workshop<br />
Windsor East Business Driven Strategic Planning<br />
Windsor West SDI Level 1<br />
Conference C Per<strong>for</strong>mance Improvement Consulting<br />
Conference E Personal Leadership Pilgrimage<br />
Conference H An Introduction <strong>to</strong> Six Boxes®<br />
3:00-5:00 pm<br />
Grand East<br />
4th Annual Speed Men<strong>to</strong>ring<br />
9:30-10:00 am<br />
Shera<strong>to</strong>n Hall E<br />
Coffee Break & Keynote Book Signing<br />
10:00-11:30 am Breakout Sessions, pages 17-19<br />
Shera<strong>to</strong>n Hall C 4th Annual University Case Study Competition<br />
ANL Conf. Room F Per<strong>for</strong>mance Partnering<br />
BHPT Conf. Room G Instilling Trust in Your Client-Consulting<br />
Relationships<br />
BHPT Conf. Room D ISPI Accreditation Showcase<br />
INI Windsor West Learning Transfer Guaranteed <strong>to</strong> Improve Per<strong>for</strong>mance<br />
INI Conf. Room B Learning@Lowe’s<br />
MAE Conf. Room E Getting <strong>the</strong> Data that Gets Impact<br />
MAE Shera<strong>to</strong>n Hall B ROI Basics<br />
ODI York ISPI: Setting <strong>the</strong> Standard <strong>for</strong> Organizational<br />
Excellence<br />
PTI Conf. Room C Pharma Product Introduction—Changing Our<br />
Business Process<br />
RTP Conf. Room H Change: Lessons Learned from Change Leaders<br />
RTP Shera<strong>to</strong>n Hall A Useful Planning <strong>for</strong> Worthy Results<br />
11:45 am-1:15 pm<br />
Grand West & Centre<br />
2012 Awards Luncheon<br />
1:30-3:00 pm Breakout Sessions, pages 20-21<br />
ANL Shera<strong>to</strong>n Hall B An Ounce of Analysis—The Legacy of Joe Harless<br />
BHPT Shera<strong>to</strong>n Hall C Curves & De<strong>to</strong>urs: Using Evidence <strong>to</strong> Stay on Track<br />
INI Conf. Room G Using Job-Focused Objectives <strong>to</strong> Improve Learning<br />
Transfer<br />
MAE Conf. Room F ROI is DOA—ROE is Better<br />
MAE Conf. Room B There’s an App <strong>for</strong> That<br />
ODI Conf. Room E Coaching: Overused, Abused, and Misused<br />
PTI Conf. Room C Achieving Unimaginable Per<strong>for</strong>mance<br />
PTI Shera<strong>to</strong>n Hall A Pushing Management’s But<strong>to</strong>ns<br />
RTP York Financial, Social, Human Capital?<br />
RTP Conf. Room D Why Doers Do: 15 Years Wiser<br />
5:30-6:30 pm<br />
Grand West & Centre<br />
6:30–7:30 pm<br />
Shera<strong>to</strong>n Hall E<br />
Opening Session: On The Red Carpet<br />
Opening Reception<br />
3:15-4:30 pm Masters Series, page 22<br />
Shera<strong>to</strong>n Hall C The Challenges and Breakthroughs of Practicing<br />
HPT in Ghana, West Africa<br />
Osgoode Ballrm West Trans<strong>for</strong>ming Transitioning Societies by<br />
Improving Per<strong>for</strong>mance<br />
Grand East<br />
Treasure Hunt! Learn <strong>to</strong> Tap <strong>the</strong> Hidden Wealth<br />
That Drives Human Per<strong>for</strong>mance<br />
4 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
Schedule & Room Loca<strong>to</strong>r<br />
Sunday, April 22<br />
7:00–8:00 am<br />
Shera<strong>to</strong>n Hall E<br />
7:30 am–4:00 pm<br />
Executive Suite<br />
7:30 am–6:30 pm<br />
See Map, pg. 9<br />
8:00-9:30 am<br />
Grand West & Centre<br />
Career Center Workshop<br />
Presenter Center Open<br />
Registration<br />
Keynote Presentation: Mitchell Kusy &<br />
Elizabeth Holloway<br />
6:30-7:00 pm<br />
Grand West & Centre<br />
7:00-8:00 pm<br />
Shera<strong>to</strong>n Hall E<br />
Monday, April 23<br />
7:00–8:00 am<br />
Shera<strong>to</strong>n Hall E<br />
7:30 am–2:00 pm<br />
Executive Suite<br />
Mr. Rogers (aka Dr. Jimmy’s) Per<strong>for</strong>mance<br />
Improvement Neighborhood<br />
50th Anniversary Celebration<br />
Career Center Workshop<br />
Presenter Center Open<br />
9:30-10:00 am<br />
Shera<strong>to</strong>n Hall E<br />
Coffee Break & Keynote Book Signing<br />
7:30 am–4:30 pm<br />
See Map, pg. 9<br />
Registration<br />
10:00-11:30 am Breakout Sessions, pages 23-25<br />
Shera<strong>to</strong>n Hall C 4th Annual University Case Study Competition<br />
ANL Conf. Room B Models and Tools <strong>for</strong> Per<strong>for</strong>mance Analysis<br />
BHPT Conf. Room F 2012 Per<strong>for</strong>mance Improvement/HPT Model<br />
as Job Aid<br />
BHPT Conf. Room C Per<strong>for</strong>mance Architecture: Art or Science?<br />
INI Conf. Room E Per<strong>for</strong>mance Improvement in Exactly 99 Words<br />
INI York Personal Leadership Pilgrimage<br />
MAE Conf. Room G Measuring Organizational Per<strong>for</strong>mance<br />
MAE Shera<strong>to</strong>n Hall B ROI InAction: An Integrated Case Study<br />
ODI Windsor West City Doc<strong>to</strong>rs: Applying HPT <strong>to</strong> Turn Around<br />
Colon City, Panama<br />
ODI Conf. Room H Leaders, Get Your Teams Ready <strong>to</strong> Feedback!<br />
PTI Shera<strong>to</strong>n Hall A What <strong>to</strong> Boost Per<strong>for</strong>mance?<br />
RTP Conf. Room D HPT Backyard Research: Tales from <strong>the</strong> Frontline<br />
11:45 am-1:15 pm<br />
Osgoode Ballroom Chat ‘n Chew, pages 26-30<br />
East/West<br />
1:30-5:30 pm Research and Theory <strong>to</strong> Practice Symposium,<br />
pages 31-32<br />
Grand West & Centre<br />
1:30-1:50 pm It Ain’t Necessary So...<br />
1:50-2:40 pm The Truth About Digital Natives<br />
2:40-2:50 pm Per<strong>for</strong>mance Myths and Misconceptions<br />
2:50-3:40 pm Myths Concerning Instructional Design<br />
3:40-3:50 pm A Rapid Review of <strong>the</strong> Research<br />
3:50-4:40 pm The Myth of Learning Styles<br />
4:40-5:00 pm Changing Minds<br />
5:00-5:15 pm Summary and Closing Remarks<br />
6:00-6:30 pm<br />
Shera<strong>to</strong>n Hall E<br />
Pre-Show Reception<br />
8:00–9:30 am<br />
Grand West & Centre<br />
9:30-10:00 am<br />
Shera<strong>to</strong>n Hall E<br />
Keynote Presentation: Eric Landen<br />
Coffee Break<br />
10:00-11:15 am Masters Series, page 39<br />
Osgoode Ballrm West Improving Per<strong>for</strong>mance in Latin America<br />
Grand East<br />
Per<strong>for</strong>mance Improvement: A Concept that<br />
Changed <strong>the</strong> World<br />
Shera<strong>to</strong>n Hall C Per<strong>for</strong>mance Improvement in China: The<br />
Bausch & Lomb Project<br />
11:30 am-1:00 pm Breakout Sessions, pages 40-42<br />
ANL Conf. Room H Are Your SMART Goals Really Smart?<br />
BHPT Conf. Room B A-B-C-D, B-I-N-G-O, H-P-T: How Do You Apply It?<br />
BHPT Conf. Room C HPT in Real Life: An Interactive Simulation<br />
BHPT York Using HPT <strong>for</strong> New Application Success<br />
BHPT Shera<strong>to</strong>n Hall C What Exactly Is Per<strong>for</strong>mance?<br />
INI Windor East The Generation Gap—Fact or Fiction?<br />
MAE Shera<strong>to</strong>n Hall B Are Your Per<strong>for</strong>mance Data Worthwhile or Worthless?<br />
ODI Conf. Room G 2 in<strong>to</strong> 1= Efficiency, Effectiveness, and Economy<br />
PTI Conf. Room F Smarter Meetings: Engage Everyone, Get More Done<br />
RTP Conf. Room E Action Research in an HPT Context<br />
RTP Conf. Room D Where <strong>the</strong> Per<strong>for</strong>mance Issues Are—and Are Not<br />
1:00-2:00 pm<br />
Shera<strong>to</strong>n Hall A<br />
Lunch (on your own)<br />
ISPI Business Meeting<br />
2:00–4:00 pm<br />
Grand West & Centre Anniversary Barrel & Closing, pages 43-47<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
5
Did You Know?<br />
Did you know?<br />
NSPI's first annual<br />
<strong>conference</strong> had 650<br />
attendees. John Wiley &<br />
Sons was an Exhibi<strong>to</strong>r.<br />
And, Bob Mager (left)<br />
delivered <strong>the</strong> first<br />
Banquet Speech,<br />
“Barriers <strong>to</strong> Innovation”.<br />
6 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
Conference Sponsors<br />
Between educational sessions, be sure <strong>to</strong> visit our Sponsors in <strong>the</strong> Community Center, Shera<strong>to</strong>n Hall E, Lower Concourse.<br />
Gold<br />
Silver<br />
General Physics Corporation<br />
6095 Marshalee Drive #300<br />
Elkridge, MD 21075<br />
410.379.3600 or 800.727.6677<br />
www.gpstrategies.com<br />
Your work creates an impact on your company<br />
and <strong>the</strong> world around you. GP Strategies is a<br />
global per<strong>for</strong>mance improvement company<br />
driven <strong>to</strong> solve your organizations business<br />
challenges, attain ultimate per<strong>for</strong>mance<br />
results and <strong>to</strong>ge<strong>the</strong>r make a greater impact.<br />
We equip and enable companies by developing<br />
and delivering learning services, solutions<br />
and technologies <strong>to</strong> make your people and<br />
processes more effective and efficient. We<br />
serve <strong>the</strong> largest companies in every major<br />
industry sec<strong>to</strong>r—Au<strong>to</strong>motive, Government,<br />
In<strong>for</strong>mation Technology, Energy, and Life<br />
Sciences—and are active partners in <strong>the</strong>ir<br />
continued growth and prosperity.<br />
Bronze<br />
Intent Consultancies Canada<br />
8915 McGarry Drive<br />
Niagara Falls, ON, Canada L2H 3P1<br />
905.341.7435<br />
info@intentconsultancy.org<br />
www.intentconsultancy.org<br />
Starting in <strong>the</strong> 80s with technologies that<br />
address issues related <strong>to</strong> our environment,<br />
we soon extended our activities <strong>to</strong> work with<br />
our inner environment. Our focus on <strong>the</strong><br />
inner sees us delivering <strong>the</strong> 2-day Life<strong>to</strong>olz<br />
Seminar that makes a profound contribution<br />
<strong>to</strong> an individual. Tangible benefits of having<br />
re-energized, enthusiastic, and more engaged<br />
employees with increased task cohesion<br />
becomes evident. Thousands, from over<br />
55 countries, have graduated from this<br />
seminar. People are a company’s biggest<br />
asset, yet is enough being done <strong>to</strong> enhance<br />
human capital? Taking care of people can<br />
see companies come through with a rejuvenated<br />
cadre of loyal, happy, and healthy<br />
individuals who contribute affirmatively <strong>to</strong><br />
<strong>the</strong> financial metrics, cus<strong>to</strong>mer relationships,<br />
and overall satisfaction.<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
Deloitte Consulting LLP<br />
1919 North Lynn Street<br />
Arling<strong>to</strong>n, VA 22209<br />
571.882.5780; Fax: 703.964.5617<br />
wcarr@deloitte.com<br />
www.deloitte.com<br />
Deloitte Consulting LLP is one of <strong>the</strong><br />
world’s largest management consulting<br />
providers. More than 6,600 professionals<br />
are dedicated <strong>to</strong> serving federal clients with<br />
wide-ranging missions. Deloitte brings a<br />
deep understanding of government requirements,<br />
processes, and systems—as well as<br />
insights in<strong>to</strong> <strong>the</strong> work<strong>for</strong>ce and technology<br />
issues that affect day-<strong>to</strong>-day operations. By<br />
drawing on industry-leading practices across<br />
government and business, Deloitte applies<br />
a mix of private-sec<strong>to</strong>r perspective and<br />
public-sec<strong>to</strong>r experience <strong>to</strong> help federal<br />
agencies in <strong>the</strong>ir ef<strong>for</strong>ts <strong>to</strong> address <strong>to</strong>day’s<br />
biggest challenges while building a stronger<br />
foundation <strong>for</strong> <strong>to</strong>morrow. To learn more,<br />
visit deloitte.com/federal.<br />
Soundview Executive Book Summaries<br />
500 Old Forge Lane, Suite 501<br />
Kennett Square, PA 19348<br />
USA/Canada: 800.786.6279<br />
Outside USA/Canada: 240.912.7513<br />
www.summary.com<br />
Soundview Executive Book Summaries<br />
pioneered <strong>the</strong> concept of outlining <strong>the</strong> key<br />
points and ideas of full-length business books<br />
in<strong>to</strong> quick and easy-<strong>to</strong>-read summaries.<br />
Now, we’ve taken <strong>the</strong> concept of Executive<br />
Book Summaries and enhanced it with a<br />
full complement of multimedia business<br />
content <strong>to</strong> bring you our comprehensive<br />
Corporate Solutions Program. With our<br />
robust library of content, including business<br />
book summaries, author interviews, our<br />
Executive Insights video series, live interactive<br />
webinars, and our Executive Edge<br />
newsletter, a Soundview Corporate Subscription<br />
can serve as ei<strong>the</strong>r <strong>the</strong> foundation<br />
of or a valuable addition <strong>to</strong> any corporate<br />
training and education initiative.<br />
MHS Inc.<br />
3770 Vic<strong>to</strong>ria Park Avenue<br />
Toron<strong>to</strong>, ON, Canada M2H 3M6<br />
Canada 800.268.6011; US 800.456.3003;<br />
<strong>International</strong>: 416.492.2627<br />
www.mhs.com/ei<br />
MHS is a global assessment company that<br />
specializes in providing industry leading<br />
<strong>to</strong>ols in <strong>the</strong> corporate, clinical, educational,<br />
and public safety markets. Emotional<br />
Intelligence can be associated with high<br />
per<strong>for</strong>mance in <strong>the</strong> workplace, and has<br />
application in selection, leadership, and<br />
development <strong>program</strong>s. Come visit us <strong>to</strong><br />
learn about how <strong>the</strong> EQ-i 2.0 model is used<br />
<strong>to</strong> identify critical determinants of workplace<br />
success, supporting and driving talent<br />
management initiatives. Learn how world<br />
class organizations achieved improvements<br />
in per<strong>for</strong>mance by incorporating MHS’s<br />
EQ-I (Emotional Quotient Inven<strong>to</strong>ry) in<strong>to</strong><br />
<strong>the</strong>ir talent management <strong>program</strong>s.<br />
University of Maryland University College<br />
Corporate Learning Solutions<br />
3501 University Blvd East<br />
Adelphi, MD 20783<br />
855.CLS.5300<br />
cls@umuc.edu<br />
www.umuc.edu<br />
University of Maryland University College<br />
(UMUC), a global leader in adult education,<br />
is a regionally accredited institution in <strong>the</strong><br />
University System of Maryland. UMUC<br />
offers degree <strong>program</strong>s designed <strong>to</strong> help<br />
you advance your career and also provides<br />
extensive student services <strong>to</strong> support your<br />
educational progress. For in<strong>for</strong>mation, visit<br />
www.umuc.edu.<br />
www.ispi.org<br />
7Sponsors
Meeting Room Guide<br />
Shera<strong>to</strong>n Floor Plans<br />
4th Floor<br />
Presenter Center<br />
Mezzanine<br />
Lobby<br />
8 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
Meeting Room Guide<br />
Concourse<br />
ISPI<br />
Registration<br />
Lower Concourse<br />
Keynote<br />
Presentations<br />
Community<br />
Center<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
9
Conference Services<br />
Welcome First Timers &<br />
Repeaters!<br />
We are glad <strong>to</strong> have you with us and hope<br />
this week with your per<strong>for</strong>mance improvement<br />
colleagues is enjoyable and educational.<br />
If you have any questions, <strong>the</strong> ISPI staff and<br />
volunteers are here <strong>to</strong> assist. Please visit us at<br />
<strong>the</strong> registration counter. ISPI staff members<br />
are identified by a white “Staff ” ribbon on<br />
<strong>the</strong>ir badges and volunteers with a bright<br />
yellow “Volunteer” ribbon on <strong>the</strong>ir badges.<br />
Badges<br />
All individuals attending <strong>the</strong> <strong>conference</strong><br />
must be registered. Badges must be worn<br />
at all times <strong>for</strong> admittance <strong>to</strong> <strong>conference</strong><br />
sessions and lunches.<br />
Lunch<br />
On Saturday, April 21, ISPI will serve a sitdown<br />
lunch in conjunction with our 2012<br />
Awards Ceremony. On Sunday, April 22, get<br />
your badge punched and pick up a sandwich<br />
be<strong>for</strong>e grabbing your seat at <strong>the</strong> lunchtime<br />
Chat ‘n Chew. On Monday, April 23, lunch<br />
is on your own.<br />
Coffee and Networking Breaks<br />
Attendees will have dedicated time <strong>to</strong> expand<br />
<strong>the</strong>ir professional network by meeting with<br />
sponsors and o<strong>the</strong>r <strong>conference</strong> attendees<br />
during breaks in <strong>the</strong> Community Center,<br />
Shera<strong>to</strong>n Hall E, Lower Concourse.<br />
Complimentary Career<br />
Coaching<br />
Hosted by Marshall Brown & Associates<br />
Would you like <strong>to</strong> discuss your<br />
career goals with a professional<br />
coach? Do you want <strong>to</strong> have your<br />
resume reviewed? Want <strong>to</strong> practice<br />
your interviewing skills and<br />
get immediate feedback? Don’t miss<br />
an opportunity <strong>to</strong> meet with our career<br />
coach, Marshall Brown, one on one. Space is<br />
limited. S<strong>to</strong>p by <strong>the</strong> ISPI Registration Desk<br />
or <strong>the</strong> Career Center <strong>to</strong> sign up.<br />
Conference Books<strong>to</strong>re<br />
Purchase <strong>the</strong> best titles on per<strong>for</strong>mance<br />
improvement, instructional design, organizational<br />
development, change management,<br />
training, and much more. With nearly 200<br />
titles <strong>to</strong> choose from, you’re sure <strong>to</strong> find <strong>the</strong><br />
publications you’ve been looking <strong>for</strong>. The<br />
Books<strong>to</strong>re features titles written by a number<br />
of presenters at this year’s <strong>conference</strong>. Drop<br />
by <strong>the</strong> Community Center and browse <strong>the</strong><br />
incredible selection.<br />
Session Evaluations<br />
Thirty seconds is all it takes <strong>to</strong> complete a<br />
session evaluation <strong>for</strong> every session you<br />
attend! Volunteers will be distributing and<br />
collecting evaluation <strong>for</strong>ms. Please help us<br />
capture this valuable data by completing and<br />
returning session evaluation <strong>for</strong>ms.<br />
Conference Evaluation<br />
Attendees will have <strong>the</strong> opportunity <strong>to</strong><br />
provide feedback on this year’s <strong>conference</strong> by<br />
completing a post-<strong>conference</strong> online survey<br />
sent by email after <strong>the</strong> <strong>conference</strong>.<br />
Handouts<br />
Every session should offer a handout containing<br />
invaluable job aids, per<strong>for</strong>mance <strong>to</strong>ols,<br />
and take-aways! If you would like <strong>the</strong>se<br />
handouts after <strong>the</strong> <strong>conference</strong>, <strong>the</strong>y will be<br />
available <strong>for</strong> <strong>download</strong>. In addition, any extra<br />
handouts will be available at <strong>the</strong> Handout<br />
Table in <strong>the</strong> Community Center.<br />
Language<br />
English is <strong>the</strong> official language of <strong>the</strong><br />
<strong>conference</strong>.<br />
Message Board<br />
Looking <strong>for</strong> a <strong>conference</strong> attendee? Want<br />
<strong>to</strong> leave someone a message? S<strong>to</strong>p by <strong>the</strong><br />
registration desk <strong>to</strong> leave a note.<br />
Presenter Center<br />
All speakers are invited <strong>to</strong> use <strong>the</strong> Presenter<br />
Center, located on <strong>the</strong> 4th Floor in <strong>the</strong> Executive<br />
Suite, <strong>to</strong> relax or rehearse. The room<br />
will be available Saturday, April 21 through<br />
Monday, April 23, 7:30 am–4:00 pm.<br />
Personal Security<br />
Please be mindful of personal belongings at<br />
all times. We recommend you do not leave<br />
any items unattended or in meeting rooms.<br />
Special Needs<br />
ISPI strives <strong>to</strong> accommodate individuals who<br />
may have special needs while attending <strong>the</strong><br />
<strong>conference</strong>. If you require assistance, please<br />
find an ISPI staff member.<br />
Volunteers<br />
ISPI is grateful <strong>for</strong> <strong>the</strong> onsite assistance of<br />
our volunteers! Volunteers are distributing<br />
and collecting session evaluation <strong>for</strong>ms,<br />
serving as room moni<strong>to</strong>rs in session meeting<br />
rooms, and assisting with <strong>conference</strong> registration.<br />
Thank you <strong>for</strong> your support!<br />
ISPI Staff welcomes <strong>the</strong><br />
opportunity <strong>to</strong> serve you!<br />
<strong>International</strong> <strong>Society</strong> <strong>for</strong><br />
Per<strong>for</strong>mance Improvement<br />
1400 Spring Street, Suite 400<br />
Silver Spring, MD 20910 USA<br />
301.587.8570 • fax: 301.587.8573<br />
info@ispi.org • www.ispi.org<br />
April S. Davis, CAE<br />
Executive Direc<strong>to</strong>r<br />
april@ispi.org<br />
Jessica Charles<br />
Administrative Assistant<br />
jessicac@ispi.org<br />
Brian Gresham<br />
Publications/Project Manager<br />
briang@ispi.org<br />
Craig Grimm<br />
Direc<strong>to</strong>r of In<strong>for</strong>mation Technology<br />
craigg@ispi.org<br />
Robin Stimson<br />
Membership and Program Manager<br />
robins@ispi.org<br />
Contrac<strong>to</strong>rs<br />
Gay E. Bruhn, CPT, EdD<br />
Direc<strong>to</strong>r of Certification &<br />
Industry Relations<br />
gaybruhn@ispi.org<br />
Maurie E. Coleman, CPT, PhD<br />
Direc<strong>to</strong>r of Certification &<br />
Accreditation<br />
mauriecoleman@ispi.org<br />
Ellen Kaplan<br />
Direc<strong>to</strong>r of Meetings<br />
ellenk@ispi.org<br />
10 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
3E3600<br />
IT’S A COMPLETE<br />
R 3V36O E V O6L60O U T I<br />
O N<br />
TAKE ALL THAT YOU KNOW ABOUT 360 ASSESSMENTS<br />
AND TURN THAT ON ITS HEAD<br />
The Emotional Intelligence Connection<br />
@eiconnection<br />
Save Time<br />
on administration<br />
<br />
Go Deeper<br />
with rich interpretation<br />
<br />
Make it Your Own<br />
with cus<strong>to</strong>mized reports<br />
Visit us as The Per<strong>for</strong>mance Improvement<br />
Conference April 20–23. Come and speak<br />
<strong>to</strong> one of our consultants and learn<br />
about <strong>the</strong> EQ-i 2.0 and New EQ 360<br />
1-800-456-3003<br />
growyourbusiness@mhs.com<br />
Our mission is simple.<br />
Our mission is simple: To enhance an organization’s value through its people. By<br />
redefining human capital and how it is measured, Deloitte provides public- and<br />
private-sec<strong>to</strong>r clients insight in<strong>to</strong> <strong>the</strong> <strong>to</strong>ughest work<strong>for</strong>ce challenges. We invest<br />
aggressively in leading-edge metrics, methodologies, and talented consultants <strong>to</strong><br />
assist with a full range of human capital issues, including:<br />
<br />
implementation<br />
<br />
<br />
<br />
<br />
solutions<br />
<br />
www.deloitte.com/us/federalhumancapital<br />
<br />
and design<br />
<br />
<strong>for</strong> per<strong>for</strong>mance<br />
<br />
<br />
<br />
<br />
<br />
services may not be available <strong>to</strong> attest clients under <strong>the</strong> rules and regulations of public accounting.<br />
<br />
<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
11
ISPI Advocate, Patron, & Organizational Members<br />
Advocates<br />
Patron Member<br />
Organizational<br />
Members<br />
Achievement Awards Group<br />
British Columbia Ambulance Service<br />
Bruce Power<br />
Carter Systematic Solutions, LLC<br />
DAI<br />
Deloitte Consulting LLP<br />
DLA Training Center<br />
EDARA Group<br />
Emirates Identity Authority<br />
Federal Highway Administration<br />
Financial Institutions Training Center<br />
Franklin University<br />
Genentech, Inc.<br />
Hamburger University<br />
Harkon LLC<br />
The Home Depot<br />
Humana<br />
Insperity<br />
Instructional & Per<strong>for</strong>mance Technology,<br />
Boise State University<br />
Kaiser Permanente<br />
The Kaizen Company<br />
Management Systems <strong>International</strong><br />
Merck & Co.<br />
The Nor<strong>the</strong>rn Trust Company<br />
Organizational Strategies, Inc.<br />
PricewaterhouseCoopers LLP<br />
QED Group, LLC<br />
Saudi Aramco<br />
Sinotrac Consulting Co., Ltd<br />
Top Resultant Management Consulting Co. Ltd.<br />
US Department of Agriculture<br />
Vec<strong>to</strong>rCSP LLC<br />
Walgreens Company<br />
WellPoint<br />
World Learning<br />
Yesp AB<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
13
Guide <strong>to</strong> Educational Sessions<br />
Our interactive and in<strong>for</strong>mative<br />
90-minute presentations are grouped<br />
under <strong>the</strong> following <strong>to</strong>pic areas:<br />
Analysis, Measurement and Evaluation,<br />
Instructional Interventions, Organizational<br />
Design Interventions, Process<br />
or Tool Interventions, Research <strong>to</strong><br />
Practice, The Business of HPT. Every<br />
educational session offers valuable<br />
insight and <strong>to</strong>ols, tips, and techniques<br />
<strong>to</strong> share with your colleagues. Look<br />
<strong>for</strong> <strong>the</strong> following icons throughout<br />
<strong>the</strong> <strong>program</strong>:<br />
Analysis (ANL)<br />
The process of determining<br />
<strong>the</strong> current state, desired<br />
state, gaps between current<br />
and desired state, and root<br />
cause of gaps.<br />
Measurement and Evaluation (MAE)<br />
The process of evaluating<br />
<strong>the</strong> degree of success of an<br />
intervention.<br />
Instructional Interventions (INI)<br />
The process of creating and<br />
implementing learning events<br />
that close skill and knowledge<br />
gaps.<br />
Organizational Design<br />
Interventions (ODI)<br />
Interventions designed and<br />
implemented <strong>to</strong> address<br />
per<strong>for</strong>mance gaps caused by<br />
organizational design.<br />
Process or Tool Interventions (PTI)<br />
Interventions designed and<br />
implemented <strong>to</strong> address<br />
per<strong>for</strong>mance gaps caused<br />
by systems, <strong>to</strong>ols, resources,<br />
expectations, feedback,<br />
consequences, incentives,<br />
motivation, or environment.<br />
Research <strong>to</strong> Practice (RTP)<br />
A <strong>for</strong>um <strong>for</strong> integrating science<br />
and practice through <strong>the</strong><br />
discovery, advancement,<br />
validation, and/or application<br />
of empirically-supported<br />
<strong>the</strong>oretical or applied findings<br />
that fur<strong>the</strong>r our evidencebased<br />
practices or facilitate<br />
linkages between researchers<br />
and practitioners.<br />
The Business of HPT (BHPT)<br />
The structure and application<br />
of human per<strong>for</strong>mance<br />
technology.<br />
PRINCIPLES & PRACTICES OF<br />
PERFORMANCE IMPROVEMENT<br />
Think.<br />
Learn.<br />
Share.<br />
Apply.<br />
June 25–27, 2012<br />
Alexandria, Virginia<br />
Audience Level<br />
So you get <strong>the</strong> most out of your <strong>conference</strong><br />
experience, ISPI asked our<br />
speakers <strong>to</strong> select an audience level<br />
<strong>for</strong> <strong>the</strong>ir presentation. This will help<br />
you <strong>to</strong> decide which sessions are<br />
appropriate <strong>to</strong> your needs.<br />
Beginning<br />
• New <strong>to</strong> <strong>the</strong> field of per<strong>for</strong>mance<br />
improvement<br />
• Unfamiliar with <strong>the</strong> 10 Standards<br />
of Per<strong>for</strong>mance Technology<br />
• Unfamiliar with <strong>the</strong> term Certified<br />
Per<strong>for</strong>mance Technologist<br />
Intermediate<br />
• Considering applying <strong>for</strong> or<br />
already working on CPT<br />
designation<br />
• Working in per<strong>for</strong>mance improvement,<br />
learning, or related capacity<br />
• Pursuing a degree or certificate in<br />
HPT or per<strong>for</strong>mance improvement<br />
• Seeking more in-depth knowledge<br />
on this <strong>to</strong>pic or field<br />
Advance<br />
• Obtaining points <strong>to</strong> keep your<br />
CPT designation current<br />
• Seeking <strong>to</strong> add <strong>to</strong> an already deep<br />
understanding of <strong>the</strong> <strong>to</strong>pic<br />
• Teaching o<strong>the</strong>rs <strong>to</strong> use HPT<br />
methods<br />
All<br />
• Want <strong>to</strong> see what o<strong>the</strong>r people<br />
are doing<br />
• Want <strong>to</strong> expand knowledge of<br />
<strong>the</strong> various facets of HPT<br />
September 10–12, 2012<br />
Phoenix, Arizona<br />
www.ispi.org<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
15
Friday April 20 • 7:30 am–7:30 pm<br />
7:30 am-5:00 pm<br />
Simcoe/Dufferin, 2nd Floor<br />
Chapter Leaders’ Workshop:<br />
Elevate Your Chapter <strong>to</strong><br />
New Heights<br />
The key <strong>to</strong> any successful ISPI chapter is leadership.<br />
The next most important thing <strong>to</strong> leadership<br />
is good succession planning so that good leadership<br />
can continue. Based on past records, we<br />
know most attendees <strong>to</strong> <strong>the</strong> CLW are new <strong>to</strong><br />
chapter leadership and many are new <strong>to</strong> ISPI.<br />
With that in mind, we designed a new <strong>for</strong>mat <strong>to</strong><br />
meet <strong>the</strong> needs of our new leaders. The entire<br />
morning session is devoted <strong>to</strong> <strong>the</strong> basics of chapter<br />
management. This will coincide with <strong>the</strong> introduction<br />
of a new ISPI product called “Chapter in<br />
a Box”. It’s actually on a website, not in a box, but<br />
it will help new chapters get up and running with<br />
<strong>the</strong> least amount of ef<strong>for</strong>t and <strong>the</strong> best possible<br />
chances <strong>for</strong> success. But, <strong>the</strong> Chapter in a Box is<br />
not just <strong>for</strong> new chapters, it’s also <strong>for</strong> existing<br />
chapters who may be open <strong>to</strong> new ideas and building<br />
an even better chapter. Come participate in a<br />
simulation exercise in designing a new chapter,<br />
with half of <strong>the</strong> time devoted <strong>to</strong> your feedback.<br />
The afternoon features an ISPI staple—a cracker<br />
barrel with seven tables led by experts on different<br />
chapter services. This allows participants <strong>to</strong> pick<br />
an area <strong>the</strong>y need <strong>to</strong> learn more about and attend<br />
at least three different sessions.<br />
3:00-5:00 pm<br />
Grand East, Lower Concourse<br />
4th Annual Speed Men<strong>to</strong>ring<br />
Dedicated ISPI professionals will avail <strong>the</strong>mselves<br />
as men<strong>to</strong>rs through a fun and fast-paced session.<br />
Consider your goals, and determine <strong>the</strong> best fit of<br />
available men<strong>to</strong>rs. You will participate in multiple,<br />
mini-introduc<strong>to</strong>ry sessions and get <strong>to</strong> connect<br />
with different men<strong>to</strong>rs. Then, it will be your turn<br />
<strong>for</strong> fur<strong>the</strong>r action: you may request follow-on<br />
meetings <strong>for</strong> later in <strong>the</strong> <strong>conference</strong>. During <strong>the</strong>se<br />
meetings, you might discuss common interests or<br />
even explore <strong>the</strong> potential <strong>for</strong> a <strong>for</strong>mal men<strong>to</strong>ring<br />
relationship. Our men<strong>to</strong>rs will answer your<br />
questions, introduce you <strong>to</strong> o<strong>the</strong>r experts in <strong>the</strong><br />
field, and help orient you through <strong>the</strong> <strong>conference</strong><br />
as much as <strong>the</strong>ir schedule allows.<br />
5:30-6:30 pm<br />
Grand West & Centre, Lower Concourse<br />
On The Red Carpet<br />
Welcome <strong>to</strong> <strong>the</strong> 50th Anniversary Gala Opening!<br />
Join Margo Murray, Roger Addison, and <strong>the</strong> emerging<br />
talent who will lead <strong>the</strong> profession and <strong>the</strong> <strong>Society</strong><br />
<strong>to</strong> <strong>the</strong> next 50 years. We will recognize <strong>the</strong> his<strong>to</strong>ry<br />
and accomplishments of <strong>the</strong> human per<strong>for</strong>mance<br />
technology field and ISPI through an interactive<br />
timeline of major events and <strong>the</strong> contribu<strong>to</strong>rs <strong>to</strong><br />
<strong>the</strong> per<strong>for</strong>mance improvement profession. Meet<br />
and greet many of N/ISPI Past Presidents as <strong>the</strong>y<br />
are in <strong>the</strong> spotlight “On The Red Carpet” commenting<br />
on significant events, connections, and<br />
contributions from <strong>the</strong> past 50 years.<br />
6:30-7:30 pm<br />
Shera<strong>to</strong>n Hall E, Lower Concourse<br />
Opening Reception<br />
ISPI kicks off THE Per<strong>for</strong>mance Improvement<br />
Conference and welcomes attendees with an<br />
in<strong>for</strong>mal evening reception. This is your first opportunity<br />
<strong>to</strong> meet our <strong>conference</strong> sponsors and mingle<br />
with colleagues, while enjoying hors d’oeuvres and<br />
previewing <strong>the</strong> exciting <strong>conference</strong> events.<br />
Cash bar available.<br />
<br />
<br />
16 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
Saturday<br />
April 21 • 7:00–11:30 am<br />
7:00–8:00 am 8:00-9:30 am<br />
Special Session<br />
Osgoode Ballroom West, Lower Concourse<br />
Introduction <strong>to</strong> PI and <strong>the</strong> Conference<br />
Roger Addison, CPT, EdD, Margo Murray, CPT,<br />
Carol Haig, CPT, Lynn Kearny, CPT, & Maurie<br />
Coleman, CPT, PhD<br />
This session is geared <strong>to</strong>ward newcomers and<br />
emerging professionals <strong>to</strong> <strong>the</strong> field of per<strong>for</strong>mance<br />
improvement and ISPI’s <strong>conference</strong>. In our hour<br />
<strong>to</strong>ge<strong>the</strong>r, we’ll explore:<br />
• What is per<strong>for</strong>mance improvement?<br />
• What is per<strong>for</strong>mance consulting?<br />
• What is human per<strong>for</strong>mance technology (HPT)?<br />
• Where do we work?<br />
• How do we think?<br />
• What <strong>to</strong>ols do we use?<br />
• How do you build an HPT network?<br />
• What educational sessions should you attend<br />
<strong>to</strong> build and enhance your skills?<br />
• What is certification?<br />
• How do you start building your professional<br />
network?<br />
Career Center Workshop<br />
Community Center, Shera<strong>to</strong>n<br />
Hall E, Lower Concourse<br />
Stand Out by Building Your Brand<br />
Marshall Brown, President, Marshall Brown &<br />
Associates<br />
Branding is not just <strong>for</strong> products anymore.<br />
Personal branding has become a MUST, not a<br />
maybe, if you want <strong>to</strong> progress in your career,<br />
build your business, add value <strong>to</strong> your company,<br />
and stand out from your competition. Personal<br />
branding shows your uniqueness, your value,<br />
your goals...<strong>the</strong> difference that is YOU. Five key<br />
things you will have accomplished by <strong>the</strong> end<br />
of <strong>the</strong> workshop:<br />
• Understand your unique promise of value<br />
• Identify your personal attributes<br />
• Understand <strong>the</strong> VP’s of Brand You<br />
• Learn ways <strong>to</strong> “stand out” and be outstanding<br />
• Walk away with an action plan <strong>to</strong> help you<br />
move <strong>for</strong>ward<br />
If you are serious about your career and are ready<br />
<strong>to</strong> proactively manage it, this <strong>program</strong> is <strong>for</strong> you.<br />
Keynote Presentation<br />
Grand West & Centre, Lower Concourse<br />
Back <strong>to</strong> Our Future:<br />
Evidence-Based Practice <strong>for</strong> ISPI<br />
Dick Clark, EdD, Direc<strong>to</strong>r, Center <strong>for</strong> Cognitive<br />
Technology, University of Sou<strong>the</strong>rn Cali<strong>for</strong>nia<br />
Professions such as health care,<br />
mental health, engineering,<br />
social work, and many more<br />
have recently been adopting an<br />
“evidence-based practice” (EBP)<br />
approach <strong>to</strong> ground <strong>the</strong>ir work with clients.<br />
Evidence-based practice involves specifying a<br />
systematic way that professionals or o<strong>the</strong>r<br />
decision-makers should make decisions by<br />
identifying <strong>the</strong> evidence <strong>the</strong>re may be <strong>for</strong> <strong>the</strong><br />
effectiveness and outcomes of a treatment, service,<br />
or approach. The objective is <strong>to</strong> use <strong>the</strong> most<br />
scientifically-sound evidence <strong>for</strong> what works and<br />
root out practices that are of questionable or no<br />
value at all. By standardizing proven, best practices<br />
by industry, better care and services can be delivered<br />
at lower cost, potentially benefitting many<br />
more. Professional associations who represent a<br />
variety of industries, regula<strong>to</strong>ry bodies, and professionals<br />
who have embraced EBP have been overall<br />
very pleased with its implementation once it is<br />
up and running. As ISPI celebrates its 50th year<br />
dedicated <strong>to</strong> <strong>the</strong> advancement of per<strong>for</strong>mance in<br />
<strong>the</strong> workplace, join Dick Clark, a thought leader<br />
and direc<strong>to</strong>r of a respected university research<br />
center that focuses on R&D in evidence-based<br />
per<strong>for</strong>mance improvement. He will draw on<br />
s<strong>to</strong>ries and data collected from o<strong>the</strong>r professions<br />
<strong>to</strong> examine both <strong>the</strong> benefits and pitfalls of<br />
EBP and how it is trans<strong>for</strong>ming <strong>the</strong> learning,<br />
instructional design and development landscape<br />
and what implications and opportunities <strong>the</strong>re<br />
are <strong>for</strong> <strong>the</strong> future of ISPI and per<strong>for</strong>mance<br />
improvement practitioners.<br />
9:30-10:00 am<br />
Community Center, Shera<strong>to</strong>n<br />
Hall E, Lower Concourse<br />
Keynote Book Signing<br />
and Coffee Break<br />
10:00-11:30 am<br />
Special Session<br />
Shera<strong>to</strong>n Hall C, Lower Concourse<br />
4th Annual University Case Study<br />
Competition: Part 1<br />
Facilita<strong>to</strong>r: Matt Donovan, Executive Direc<strong>to</strong>r,<br />
Option Six, A Division of General Physics Corporation<br />
In January, graduate students from three universities<br />
engaged in ISPI’s 4th Annual University Case<br />
Study Competition. During this session <strong>the</strong><br />
teams—LPS, Effectus, and Sapienta—will present<br />
<strong>the</strong>ir findings and recommendations <strong>to</strong> <strong>the</strong><br />
simulated client and our panel of judges: Jeanne<br />
Farring<strong>to</strong>n, Louise Leone, Mat<strong>the</strong>w Peters, and<br />
Dan Miller.<br />
On Sunday, all three teams will receive <strong>the</strong> benefit<br />
of <strong>the</strong> judges’ feedback and guidance in both written<br />
<strong>for</strong>m and in-person during a Q&A Session.<br />
Announcement of <strong>the</strong> winners and prizes will<br />
be awarded be<strong>for</strong>e <strong>the</strong> Keynote Presentation<br />
on Monday.<br />
Educational Sessions<br />
Analysis<br />
Conference Room F, Mezzanine<br />
Per<strong>for</strong>mance Partnering—Proactive and<br />
Reactive Per<strong>for</strong>mance Consulting<br />
Dick Handshaw, President, Handshaw, Inc.<br />
This skill-building session introduces participants<br />
<strong>to</strong> proactive and reactive per<strong>for</strong>mance consulting.<br />
Eight tested principles <strong>for</strong> conducting proactive<br />
interviews and eight principles <strong>for</strong> conducting<br />
reframing meetings with clients are explained and<br />
demonstrated. Participants will learn <strong>the</strong> goal of<br />
a reframing meeting is <strong>to</strong> help <strong>the</strong> client focus on<br />
results ra<strong>the</strong>r than activities and gain permission<br />
<strong>to</strong> ga<strong>the</strong>r more analysis data. Proactive consulting<br />
will position participants as a strategic partner<br />
ra<strong>the</strong>r than an order taker.<br />
Participants will be able <strong>to</strong>:<br />
• Engage clients in discussions about business<br />
goals and barriers <strong>to</strong> per<strong>for</strong>mance even when<br />
<strong>the</strong>re is no immediate project or opportunity<br />
on <strong>the</strong> table.<br />
• Engage <strong>the</strong> client in an open discussion about<br />
business needs and <strong>the</strong> per<strong>for</strong>mance required<br />
<strong>to</strong> support <strong>the</strong>m.<br />
• Observe eight skills that will facilitate <strong>the</strong><br />
proactive interview.<br />
Saturday<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
17
Saturday April 21 • 10:00–11:30 am<br />
• Observe eight skills that will facilitate <strong>the</strong><br />
reframing meeting.<br />
• Identify opportunities <strong>to</strong> conduct fur<strong>the</strong>r<br />
analysis of <strong>the</strong> per<strong>for</strong>mance needs in order <strong>to</strong><br />
identify learning needs.<br />
Audience Level: Intermediate<br />
The Business of HPT<br />
Conference Room G, Mezzanine<br />
2012 Dissertation Award Recipient<br />
Instilling Trust in Your Client-Consultant<br />
Relationships<br />
William L. Solomonson, CPT, PhD, Assistant Professor,<br />
Oakland University<br />
Trust is a fundamental component in human<br />
interactions and a requirement <strong>for</strong> long-term<br />
commitment in a client-consultant setting.<br />
Current research has clarified <strong>the</strong> impact of<br />
several key fac<strong>to</strong>rs that influence trust and offers<br />
practical guidance on how <strong>to</strong> nurture trust while<br />
consulting. Human per<strong>for</strong>mance technology<br />
professionals who consult, ei<strong>the</strong>r internally or<br />
externally, will benefit from this session where<br />
<strong>the</strong>y will share, learn, and take home a personal<br />
roadmap <strong>to</strong> build trust in <strong>the</strong>ir client-consultant<br />
relationships.<br />
Participants will be able <strong>to</strong>:<br />
• Relate how <strong>the</strong> client-consultant relationship<br />
can be explained as a social exchange<br />
interaction.<br />
• Describe three key variables that affect trust in<br />
<strong>the</strong> client-consultant relationship.<br />
• Apply peer experiences in<strong>to</strong> <strong>the</strong>ir own<br />
professional practices.<br />
• Create a personalized trust-building plan <strong>for</strong><br />
client-consultant relationships.<br />
Audience Level: Intermediate<br />
Conference Room D, Mezzanine<br />
ISPI Accreditation Showcase:<br />
JetBlue Develops HPT Experts<br />
Teri Schmidt, Manager, Assessment & Evaluation,<br />
JetBlue Airways, Maurie Coleman, CPT, PhD,<br />
Direc<strong>to</strong>r of Certification and Accreditation, ISPI, and<br />
Andrea Moore, CPT, Senior Consultant, Per<strong>for</strong>mance<br />
Support Unlimited<br />
Come learn how JetBlue put <strong>the</strong> ISPI standards in<br />
action through <strong>the</strong> creation and implementation<br />
of an internal certification <strong>program</strong> focused on<br />
using data <strong>to</strong> improve per<strong>for</strong>mance. This session,<br />
a partnership between JetBlue and representatives<br />
from <strong>the</strong> ISPI accreditation committee, will<br />
showcase <strong>the</strong> new ISPI accreditation process and<br />
provide details about how <strong>the</strong> JetBlue team gained<br />
stakeholder buy-in, utilized an innovative situated<br />
learning approach, and ultimately created human<br />
per<strong>for</strong>mance technology experts throughout <strong>the</strong><br />
organization.<br />
Participants will be able <strong>to</strong>:<br />
• Understand <strong>the</strong> benefits of and process <strong>for</strong><br />
applying <strong>for</strong> ISPI accreditation.<br />
• Explain <strong>the</strong> critical steps in creating a<br />
per<strong>for</strong>mance-based certification <strong>program</strong>.<br />
• Understand <strong>the</strong> benefits of spreading<br />
HPT knowledge and skills throughout an<br />
organization.<br />
• Apply best practices <strong>for</strong> establishing partnerships,<br />
integrating learning methodologies,<br />
and focusing on results.<br />
• Discuss ISPI’s accreditation process and<br />
address any outstanding questions.<br />
Audience Level: Intermediate<br />
Instructional Interventions<br />
Windsor West, Mezzanine<br />
Learning Transfer Guaranteed <strong>to</strong><br />
Improve Per<strong>for</strong>mance<br />
Calhoun Wick, Chairman, Fort Hill Company<br />
Learning transfer is defined as putting learning<br />
<strong>to</strong> work in a way that improves per<strong>for</strong>mance.<br />
This interactive session will introduce <strong>the</strong> Six<br />
Disciplines of Breakthrough Learning that ensure<br />
improved per<strong>for</strong>mance is achieved. Participants<br />
will have opportunities <strong>to</strong> apply <strong>the</strong> principles<br />
and <strong>to</strong>ols in a series of exercises and discussions.<br />
Real-world examples will be provided. We will<br />
show how <strong>the</strong> Six Disciplines support <strong>the</strong> ISPI<br />
Standards and allow per<strong>for</strong>mance improvement<br />
professionals <strong>to</strong> put <strong>the</strong>se standards in<strong>to</strong> practice.<br />
Participants will be able <strong>to</strong>:<br />
• Improve per<strong>for</strong>mance by accelerating transfer<br />
of learning <strong>to</strong> work.<br />
• Identify best opportunities <strong>to</strong> increase <strong>the</strong><br />
impact of your <strong>program</strong>s.<br />
• Employ six research-based disciplines.<br />
• Use <strong>to</strong>ols, processes, and job aids provided<br />
during session.<br />
• Teach colleagues mental models, <strong>to</strong>ols, and<br />
processes <strong>to</strong> extend <strong>the</strong> reach of our session.<br />
Audience Level: Intermediate<br />
Conference Room B, Mezzanine<br />
Learning@Lowe’s: From Transactional<br />
<strong>to</strong> Trans<strong>for</strong>mational<br />
Donald L. Kirkey, Direc<strong>to</strong>r, Learning Strategy &<br />
Operations, Learning & Organizational Effectiveness,<br />
Lowe’s Companies, Inc., Eileen Banchoff, CPT, PhD,<br />
President, Banchoff Associates, Inc., and Lisa<br />
Toenniges, CPT, CEO, Innovative Learning Group, Inc.<br />
Lowe’s Learning & Organizational Effectiveness<br />
has been transitioning from traditional transactional<br />
T&D order-taking <strong>to</strong> a strategic, proactive<br />
business partner since 2008. Creating a holistic,<br />
aligned-<strong>to</strong>-<strong>the</strong>-business learning strategy is one of<br />
<strong>the</strong> critical miles<strong>to</strong>nes in Lowe’s five-year strategic<br />
journey. Join us as we share <strong>the</strong> guiding principles<br />
(and <strong>to</strong>ols) of our per<strong>for</strong>mance-based learning<br />
architecture—a continuous, trans<strong>for</strong>mational<br />
learning approach designed <strong>to</strong> build a proficient<br />
and engaged work<strong>for</strong>ce that delivers optimal<br />
cus<strong>to</strong>mer experiences and business results.<br />
Participants will be able <strong>to</strong>:<br />
• Create a line of sight between knowledge and<br />
skills and measurable business or department<br />
results.<br />
• Identify gaps in existing per<strong>for</strong>mance improvement<br />
resources that are aligned <strong>to</strong> critical work<br />
tasks.<br />
• Specify design and development details <strong>for</strong><br />
both existing and new per<strong>for</strong>mance solutions.<br />
• Plan a learn-per<strong>for</strong>m cadence <strong>for</strong> per<strong>for</strong>mance<br />
solutions using daily, self-directed, activitybased<br />
chunks of learning <strong>for</strong> each unique stage<br />
of employee development.<br />
• Strategize how <strong>to</strong> use knowledge assessments<br />
and per<strong>for</strong>mance validations be<strong>for</strong>e, during,<br />
and after learning events.<br />
Audience Level: Advanced<br />
Measurement and Evaluation<br />
Conference Room E, Mezzanine<br />
Getting <strong>the</strong> Data that Gets Impact<br />
Bonnie Beres<strong>for</strong>d, VP Client Services and Boyce Byerly,<br />
Chief Scientist, Capital Analytics<br />
Have you ever wanted <strong>to</strong> evaluate <strong>the</strong> business impact<br />
of your initiatives, but were concerned that<br />
you lack <strong>the</strong> data? Most practitioners know <strong>the</strong>ir<br />
organizations are awash in data, but <strong>the</strong>y are not<br />
sure how <strong>to</strong> use it <strong>to</strong> measure impact. Come learn<br />
how <strong>to</strong> define, get, and verify data. In this interactive<br />
session, you will hear from HPTers who are in<br />
<strong>the</strong> trenches working with corporations, <strong>the</strong> government,<br />
and universities <strong>to</strong> get <strong>the</strong> data that gets<br />
<strong>to</strong> impact.<br />
18 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
Saturday<br />
April 21 • 10:00–11:30 am<br />
Participants will be able <strong>to</strong>:<br />
• Create a Measurement Map that specifies <strong>the</strong><br />
leading indica<strong>to</strong>r and business outcome metrics.<br />
• Identify <strong>the</strong> types of data (metrics and o<strong>the</strong>r<br />
variables) that are needed <strong>for</strong> a real impact<br />
study.<br />
• Recognize <strong>the</strong> broad range of available data<br />
sources (beyond training and HR systems).<br />
• Discern a good metric from a bad metric.<br />
• Use basic descriptive statistics <strong>to</strong> determine<br />
data quality.<br />
Audience Level: Beginning<br />
Shera<strong>to</strong>n Hall B, Lower Concourse<br />
ROI Basics<br />
Patti Phillips, CPT, PhD, President & CEO, ROI Institute,<br />
Inc.<br />
This interactive session introduces participants <strong>to</strong><br />
<strong>the</strong> fundamental concepts of measuring <strong>the</strong> return<br />
on investment in per<strong>for</strong>mance improvement <strong>program</strong>s.<br />
While <strong>the</strong> session targets professionals who<br />
are just beginning <strong>the</strong>ir return on investment<br />
(ROI) journey, it can serve as a refresher <strong>for</strong> those<br />
with more experience. Upon completion of <strong>the</strong><br />
session, participants will be able <strong>to</strong> clarify what<br />
ROI is, what it is not, and how <strong>to</strong> make it happen.<br />
The session incorporates exercises and a simple<br />
case study.<br />
Participants will be able <strong>to</strong>:<br />
• Match <strong>the</strong> <strong>program</strong> objectives <strong>to</strong> <strong>the</strong> five levels<br />
of evaluation.<br />
• Describe <strong>the</strong> six types of data that make up <strong>the</strong><br />
chain of impact.<br />
• Identify <strong>the</strong> 10 steps in <strong>the</strong> ROI Methodology.<br />
• Select <strong>program</strong>s suitable <strong>for</strong> ROI evaluation.<br />
Audience Level: Beginning<br />
Organizational Design<br />
Interventions<br />
York, Mezzanine<br />
ISPI: Setting <strong>the</strong> Standard <strong>for</strong><br />
Organizational Excellence<br />
Kevin Wilson, CPT, MEd, CEO, Whole Elephant<br />
Consulting, and Judith A. Hale, CPT, PhD, Principal,<br />
Hale Associates<br />
Departmental accreditation is ISPI’s response<br />
<strong>to</strong> requests <strong>for</strong> services that help organizations<br />
better adopt <strong>the</strong> principles of human per<strong>for</strong>mance<br />
technology (HPT). The Poudre Fire Authority, a<br />
Baldrige applicant, played an instrumental role in<br />
helping ISPI develop standards that help organizations<br />
sustain excellence. This session describes <strong>the</strong><br />
standards, how <strong>the</strong>y were validated, and <strong>the</strong> benefits<br />
<strong>to</strong> organizations; offers a comparison with <strong>the</strong><br />
Baldrige Standards; and brings <strong>to</strong> life how HPT<br />
has been adopted by an agency in <strong>the</strong> fire service.<br />
Participants will be able <strong>to</strong>:<br />
• Assess <strong>the</strong>ir organization’s readiness <strong>for</strong><br />
<strong>the</strong> accreditation.<br />
• Compare <strong>the</strong>ir needs and expectations <strong>to</strong> <strong>the</strong><br />
organizations that participated in <strong>the</strong> study.<br />
• Contribute suggestions on how <strong>to</strong> improve<br />
<strong>the</strong> standards.<br />
• Find out how o<strong>the</strong>r organizations define<br />
excellence.<br />
Audience Level: Intermediate<br />
Process or Tool Interventions<br />
Conference Room C, Mezzanine<br />
Pharma Product Introduction—<br />
Changing Our Business Process<br />
Jody Logan, Sr. Manufacturing Technical<br />
Specialist, Genentech<br />
Genentech’s Product Technical Operations<br />
organization was taking up <strong>to</strong> six months <strong>to</strong><br />
complete all of <strong>the</strong> drug recipe setups and quality<br />
validations required <strong>to</strong> manufacture new drug<br />
substances. In this session, we will share how we<br />
were able <strong>to</strong> align our processes, re-engineer our<br />
workflows, reduce lead times, and compress <strong>the</strong><br />
recipe setup from 5.5 months <strong>to</strong> eight weeks in a<br />
regulated work environment.<br />
Participants will be able <strong>to</strong>:<br />
• Use <strong>the</strong> <strong>to</strong>ols and processes described in this<br />
session <strong>to</strong> evaluate <strong>the</strong>ir processes and workflows<br />
<strong>to</strong> identify Non-Value Add Activities.<br />
• Apply <strong>the</strong> methods and solutions <strong>to</strong> process<br />
and work design challenges <strong>the</strong>y face within<br />
<strong>the</strong>ir organization.<br />
Audience Level: Beginning<br />
Research <strong>to</strong> Practice<br />
Conference Room H, Mezzanine<br />
Change: Lessons Learned from<br />
Change Leaders<br />
Hea<strong>the</strong>r Annulis, Associate Professor/Assistant<br />
Direc<strong>to</strong>r, The University of Sou<strong>the</strong>rn Mississippi/<br />
Jack and Patti Phillips Workplace Learning and<br />
Per<strong>for</strong>mance Institute, and Cyndi Gaudet,<br />
Professor/Direc<strong>to</strong>r, The University of Sou<strong>the</strong>rn<br />
Mississippi/Jack and Patti Phillips Workplace Learning<br />
and Per<strong>for</strong>mance Institute<br />
Managing change is a complex task required by all<br />
leaders in <strong>to</strong>day’s rapidly changing world. In spite<br />
of <strong>the</strong> difficulty often associated with implementing<br />
change in our workplaces, it is <strong>the</strong> single most<br />
important element in organizational success. Join<br />
this session <strong>to</strong> learn more about <strong>the</strong>ory-based<br />
strategic approaches <strong>to</strong> implementing successful<br />
change in <strong>the</strong> 21st-century workplace. Gain insights<br />
regarding what works from conversations<br />
with change leaders.<br />
Participants will be able <strong>to</strong>:<br />
• Identify change enablers and barriers in<br />
organizations.<br />
• Compare change leadership enablers and<br />
barriers in diverse organizations.<br />
• Discuss strategies <strong>for</strong> best results of change<br />
implementation.<br />
• Prepare a change implementation plan.<br />
Audience Level: Intermediate<br />
Shera<strong>to</strong>n Hall A, Lower Concourse<br />
Useful Planning <strong>for</strong> Worthy Results<br />
Roger Kaufman, CPT, PhD, Professor Emeritus, Florida<br />
State University, and Stephanie L. Moore, PhD,<br />
Direc<strong>to</strong>r, Instructional Design, University of Virginia<br />
Effective planning begins with effective objectives<br />
—starting with an ideal vision and developed<br />
through an aligned mission, outputs, and internal<br />
results. Spend 90 minutes with Roger and<br />
Stephanie exploring how <strong>to</strong> plan <strong>for</strong> ethical<br />
results—not just hope <strong>for</strong> <strong>the</strong>m. The session will<br />
conclude with an opportunity <strong>to</strong> apply this model<br />
<strong>to</strong> your organization and receive feedback on<br />
your objectives from <strong>the</strong> presenters and fellow<br />
participants.<br />
Participants will be able <strong>to</strong>:<br />
• Apply <strong>the</strong> Organizational Elements Model<br />
(OEM) <strong>to</strong> craft an ideal vision that adds<br />
measurable value <strong>to</strong> society.<br />
• Develop an organizational mission aligned with<br />
your vision that commits <strong>to</strong> adding this value.<br />
• Develop useful objectives aligned with your<br />
mission, showing how you will achieve it.<br />
• Evaluate objectives at Mega, Macro, and<br />
Micro levels <strong>for</strong> validity and usefulness.<br />
• Understand your organization’s impact on<br />
our shared society in measurable terms.<br />
Audience Level: Intermediate<br />
Saturday<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
19
Saturday April 21 • 11:45 am–3:00 pm<br />
11:45 am-1:15 pm<br />
Grand West & Centre, Lower Concourse<br />
2012 Awards Luncheon<br />
All attendees are invited <strong>to</strong><br />
enjoy a sit-down lunch hosted<br />
by our Board of Direc<strong>to</strong>rs in<br />
honor of ISPI’s 2012 Award of<br />
Excellence, Honorary Award,<br />
and Presidential Citation<br />
recipients. Come celebrate <strong>the</strong> people, products,<br />
innovations, and organizations that represent<br />
excellence in <strong>the</strong> field of human per<strong>for</strong>mance<br />
technology.<br />
1:30-3:00 pm<br />
Educational Sessions<br />
Analysis<br />
Shera<strong>to</strong>n Hall B, Mezzanine<br />
An Ounce of Analysis—The Legacy<br />
of Joe Harless<br />
Paul H. Elliott, PhD, President, Exemplary Per<strong>for</strong>mance,<br />
LLC, Dr. Joe Harless, CPT, President, Harless Per<strong>for</strong>mance<br />
Guild, Carl Binder, CPT, PhD, Co-Founder, The<br />
Per<strong>for</strong>mance Thinking Network, and Al C. Folsom,<br />
PhD, VP, Operations, Exemplary Per<strong>for</strong>mance, LLC<br />
Note: This session combines two sessions that were<br />
originally scheduled concurrently.<br />
Joe Harless’s seminal work—An Ounce of Analysis<br />
—has influenced much of ISPI’s his<strong>to</strong>ry, bringing<br />
Tom Gilbert’s focus on accomplishments in<strong>to</strong><br />
widespread application and driving systematic per<strong>for</strong>mance<br />
analysis as a foundation <strong>for</strong> per<strong>for</strong>mance<br />
improvement. This session will review underlying<br />
premises of per<strong>for</strong>mance analysis, <strong>the</strong> value of an<br />
accomplishment-based approach, and <strong>the</strong> impact<br />
<strong>the</strong>y have on designing effective per<strong>for</strong>mance<br />
systems. After an overview by Dr. Harless, <strong>the</strong><br />
o<strong>the</strong>r presenters will provide illustrations of how<br />
<strong>the</strong>se principles continue <strong>to</strong> influence <strong>the</strong> evolution<br />
of our field.<br />
Participants will be able <strong>to</strong>:<br />
• Describe <strong>the</strong> impact of per<strong>for</strong>mance analysis<br />
on our profession.<br />
• Distinguish among <strong>the</strong> units of analysis in <strong>the</strong><br />
ana<strong>to</strong>my of human per<strong>for</strong>mance.<br />
• Explain <strong>the</strong> value of anchoring per<strong>for</strong>mance<br />
analysis in valuable accomplishments (or work<br />
outputs) versus behavior or competencies.<br />
• Identify key risks in <strong>the</strong> per<strong>for</strong>mance analysis<br />
process.<br />
Audience Level: Beginning<br />
The Business of HPT<br />
Shera<strong>to</strong>n Hall C, Lower Concourse<br />
Curves & De<strong>to</strong>urs:<br />
Using Evidence <strong>to</strong> Stay on Track<br />
Clare Elizabeth Carey, CPT, EdD, Direc<strong>to</strong>r, E&T, Texas<br />
Cryp<strong>to</strong>logic Center, Jeanne Farring<strong>to</strong>n, CPT, EdD,<br />
President, J. Farring<strong>to</strong>n Consulting, and Mary Norris<br />
Thomas, CPT, PhD, CEO, The Flemming Group, LLC<br />
Hazards abound in <strong>the</strong> workplace. Your plans may<br />
be waylaid by pressures <strong>to</strong> per<strong>for</strong>m faster, better,<br />
and cheaper; and enticing techniques may fail <strong>to</strong><br />
deliver as promised, leaving you stranded. When<br />
practitioners make choices based on dubious<br />
knowledge, <strong>the</strong>y put <strong>the</strong>ir desired outcomes at<br />
risk. Navigate those potential curves and de<strong>to</strong>urs<br />
by using evidence <strong>to</strong> stay <strong>the</strong> course <strong>to</strong>ward your<br />
desired results. Come hone your skills at making<br />
timely, evidence-based decisions that deliver<br />
high-value solutions.<br />
Participants will be able <strong>to</strong>:<br />
• Describe evidence: what it is, where it comes<br />
from, and how <strong>to</strong> find it.<br />
• Identify principles of evidence-based decision<br />
making.<br />
• Examine common workplace practices and<br />
distinguish flawed fads from sound solutions.<br />
Audience Level: Intermediate<br />
Instructional Interventions<br />
Conference Room G, Mezzanine<br />
Using Job-Focused Objectives <strong>to</strong><br />
Improve Learning Transfer<br />
Steven W. Villachica, PhD, Associate Professor of<br />
Instructional and Per<strong>for</strong>mance Technology, and<br />
Donald A. Stepich, PhD, Associate Professor of<br />
Instructional and Per<strong>for</strong>mance Technology, Boise<br />
State University<br />
How do HPT practitioners help people acquire<br />
higher-level cognitive skills that transfer <strong>to</strong> <strong>the</strong><br />
workplace? How do <strong>the</strong>y gain <strong>the</strong> organizational<br />
support <strong>the</strong>y will need <strong>to</strong> create and implement<br />
this type of learning? Astute practitioners focus<br />
on skills-<strong>to</strong>-be-learned, ra<strong>the</strong>r than content-<strong>to</strong>be-covered.<br />
They also work with o<strong>the</strong>rs in <strong>the</strong><br />
organization <strong>to</strong> generate support <strong>for</strong> this type of<br />
learning throughout <strong>the</strong> organization. Come<br />
learn and practice powerful, proven strategies in<br />
this interactive session.<br />
Participants will be able <strong>to</strong>:<br />
• Write job-focused objectives that promote<br />
skill transfer <strong>to</strong> <strong>the</strong> workplace.<br />
• Develop strategies <strong>to</strong> collaborate with training<br />
sponsors, subject-matter experts (SMEs),<br />
and o<strong>the</strong>r stakeholders in your organization<br />
<strong>to</strong> gain support <strong>for</strong> implementing job-focused<br />
objectives.<br />
Audience Level: Beginning<br />
Measurement and Evaluation<br />
Conference Room F, Mezzanine<br />
ROI is DOA—ROE Is Better<br />
Scott Knutson, Manager, Learning and Leadership,<br />
Freeport McMoRan<br />
This session will provide a description and framework<br />
<strong>for</strong> ROE (return on expectations) and show<br />
why it is clearly <strong>the</strong> better assessment <strong>to</strong>ol compared<br />
<strong>to</strong> ROI (return on investments).<br />
Participants will be able <strong>to</strong>:<br />
• Describe what ROE is and why it is better<br />
than ROI.<br />
• Explain and complete an ROE equation.<br />
• Complete a Results Contract.<br />
• Compare and contrast ROE and ROI.<br />
• List <strong>the</strong> advantages of ROE.<br />
Audience Level: Beginning<br />
Conference Room B, Mezzanine<br />
There’s an App <strong>for</strong> That, but Does<br />
It Drive Transfer?<br />
Mat<strong>the</strong>w Donovan, Executive Direc<strong>to</strong>r, General<br />
Physics, and Kirsten E. Hoyt, EdD, Production<br />
Manager, Learning Solutions Team, GP Strategies<br />
Corporation<br />
The mobile landscape has fundamentally changed<br />
how individuals learn, teach, and per<strong>for</strong>m. This<br />
change not only applies <strong>to</strong> everyday consumers but<br />
<strong>to</strong> <strong>to</strong>day’s work<strong>for</strong>ce as well. In fact, many studies<br />
have shown that businesses are adopting <strong>the</strong><br />
mLearning <strong>for</strong> enterprise applications. Although<br />
<strong>the</strong>se <strong>to</strong>ols have <strong>the</strong> potential <strong>to</strong> deliver a solid<br />
return, will <strong>the</strong>y? How can you ensure this?<br />
This session will explore key considerations in <strong>the</strong><br />
design and evaluation of mLearning strategies.<br />
Participants will be able <strong>to</strong>:<br />
• Analyze current market adoption of<br />
mLearning (iPad).<br />
• Identify key design features of mLearning<br />
solutions <strong>to</strong> promote learning transfer.<br />
• Employ a recommended process <strong>for</strong> developing<br />
an effective mLearning evaluation strategy.<br />
Audience Level: Intermediate<br />
20 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
Saturday<br />
April 21 • 1:30–3:00 pm<br />
Organizational Design<br />
Interventions<br />
Conference Room E, Mezzanine<br />
Coaching: Overused, Abused,<br />
and Misused<br />
Kevin Arseneau, Training Specialist, Imperial Oil,<br />
and Sonia Di Maulo, Founder and Lead Feedback<br />
Enthusiast, Harvest Per<strong>for</strong>mance<br />
Organizations with a Peer Coaching Support<br />
Network recognize <strong>the</strong>ir best and boost <strong>the</strong> rest!<br />
Benefits of peer coaching are GREAT:<br />
G: Gets new learners ready: observation, practice,<br />
and feedback while learning <strong>the</strong> business<br />
R: Recognizes high per<strong>for</strong>mance<br />
E: Eases new recruits <strong>to</strong> cus<strong>to</strong>mer-ready state,<br />
minimizing costly mistakes<br />
A: Attracts continued motivated per<strong>for</strong>mance<br />
while complementing initial training ef<strong>for</strong>t<br />
T: Teams work <strong>to</strong>ge<strong>the</strong>r, synchronized <strong>for</strong> success<br />
In this session, participants will get proven tips <strong>to</strong><br />
implement a Peer Coaching Support Network.<br />
Participants will be able <strong>to</strong>:<br />
• Recognize <strong>the</strong> benefits of tapping in<strong>to</strong> a national<br />
or global peer network <strong>for</strong> <strong>the</strong>ir business.<br />
• Describe required feedback systems <strong>to</strong> ensure<br />
<strong>the</strong> <strong>program</strong>’s success.<br />
• Develop <strong>the</strong> structure <strong>for</strong> a progressive checklist<br />
of coaching activities tailored <strong>to</strong> <strong>the</strong>ir<br />
business.<br />
• Describe <strong>the</strong> framework <strong>for</strong> creating a peer<br />
coach process conducive <strong>to</strong> <strong>the</strong>ir organization.<br />
• Specify <strong>the</strong> logistics of establishing a national<br />
or global peer coach network.<br />
Audience Level: Intermediate<br />
Process or Tool Interventions<br />
Conference Room C, Mezzanine<br />
Achieving Unimaginable Per<strong>for</strong>mance:<br />
New Science <strong>for</strong> Affirmative Leadership<br />
Rick Grbavac, Vice President, Account Management,<br />
Cerebyte, Inc.<br />
Our changing world demands great leadership.<br />
New science has led <strong>to</strong> <strong>the</strong> creation of an innovative,<br />
“affirmative” approach <strong>to</strong> leadership and<br />
leadership development that quickly and effectively<br />
makes everyone a great leader. Executives<br />
increase <strong>the</strong>ir ability and confidence in driving<br />
dramatic per<strong>for</strong>mance improvements. Middle<br />
management embraces change and effectively<br />
leads teams through significant trans<strong>for</strong>mations.<br />
Individuals grow in<strong>to</strong> greater contribution and<br />
influence. A proven method is described with<br />
practical examples from high tech <strong>to</strong> healthcare.<br />
Participants will be able <strong>to</strong>:<br />
• Understand <strong>the</strong> implications of <strong>the</strong> new science<br />
<strong>for</strong> leadership and leadership development.<br />
• Apply <strong>the</strong> core concepts of this science <strong>to</strong><br />
executive leadership roles.<br />
• Apply <strong>the</strong> core concepts of this science <strong>to</strong><br />
middle management leadership roles.<br />
• Apply <strong>the</strong> core concepts of this science <strong>to</strong><br />
individual contribu<strong>to</strong>r leadership roles.<br />
• Integrate <strong>the</strong>se areas in ways that create a<br />
high-energy, high per<strong>for</strong>ming organization.<br />
Audience Level: Intermediate<br />
Shera<strong>to</strong>n Hall A, Lower Concourse<br />
Pushing Management’s But<strong>to</strong>ns <strong>to</strong><br />
Improve Per<strong>for</strong>mance<br />
David Hartt, CPT, EdD, Deputy Direc<strong>to</strong>r, Operations<br />
& Training, Chenega Corporation<br />
Staples introduced <strong>the</strong> “Easy But<strong>to</strong>n” <strong>to</strong> solve<br />
problems. Un<strong>for</strong>tunately, a simple but<strong>to</strong>n does not<br />
solve complex problems, but knowing what organizational<br />
issues <strong>to</strong> address and when <strong>to</strong> address<br />
<strong>the</strong>m can result in significant improvements.<br />
This session examines <strong>the</strong> Per<strong>for</strong>mance Fac<strong>to</strong>rs<br />
Model, a recent adaptation of <strong>the</strong> Behavioral<br />
Engineering Model (Gilbert) and <strong>the</strong> Six Boxes<br />
Model (Binder). This session uses interactive<br />
exercises and demonstrates a new twist on <strong>the</strong><br />
widely accepted seminal work.<br />
Participants will be able <strong>to</strong>:<br />
• Discriminate between organizational and<br />
individual per<strong>for</strong>mance fac<strong>to</strong>rs.<br />
• Identify <strong>the</strong> strengths and weakness of <strong>the</strong><br />
Per<strong>for</strong>mance Fac<strong>to</strong>rs Model.<br />
• Use <strong>the</strong> Per<strong>for</strong>mance Fac<strong>to</strong>rs exercise <strong>to</strong><br />
demonstrate <strong>the</strong> relevance and business value of<br />
a per<strong>for</strong>mance versus a training perspective.<br />
Audience Level: Intermediate<br />
Research <strong>to</strong> Practice<br />
York, Mezzanine<br />
Financial, Social, Human Capital?<br />
No, Psychological Capital!<br />
Scott Casad, LCDR, U.S. Coast Guard<br />
Organizations strive <strong>to</strong> optimize <strong>the</strong>ir financial,<br />
social, and human capital, but emerging literature<br />
from <strong>the</strong> field of positive psychology asserts<br />
psychological capital (PsyCap) as a unique and<br />
potentially powerful addition <strong>to</strong> workplace<br />
design. In this interactive session, participants<br />
will assess <strong>the</strong>ir own PsyCap; debate PsyCap as<br />
an organizational intervention; and learn how<br />
current research findings support organizations<br />
expanding <strong>the</strong>ir capital development <strong>to</strong> include <strong>the</strong><br />
PsyCap elements of hope, optimism, resiliency,<br />
and self-efficacy.<br />
Participants will be able <strong>to</strong>:<br />
• Define <strong>the</strong> concept of psychological capital.<br />
• Explain relationships between psychological<br />
capital and individual and organizational<br />
outcomes (e.g., satisfaction, per<strong>for</strong>mance).<br />
• Evaluate <strong>the</strong> value of psychological capital <strong>to</strong><br />
workplace and organizational design.<br />
• Assess <strong>the</strong>ir psychological capital using a valid<br />
and reliable instrument.<br />
Audience Level: Intermediate<br />
Conference Room D, Mezzanine<br />
Why Doers Do: 15 Years Wiser<br />
David Wile, Senior Direc<strong>to</strong>r, <strong>the</strong> iago group<br />
Fifteen years ago, David authored a new human<br />
per<strong>for</strong>mance technology (HPT) model in<br />
Per<strong>for</strong>mance & Instruction. Since <strong>the</strong>n, he has<br />
refined <strong>the</strong> model in several large companies and<br />
added empirical research. The result? An HPT<br />
model that has helped business leaders at <strong>the</strong><br />
highest level pursue a holistic view of human<br />
per<strong>for</strong>mance. In this session, you will be introduced<br />
<strong>to</strong> a working model of <strong>the</strong> nine dimensions<br />
required <strong>for</strong> measurably improved human<br />
per<strong>for</strong>mance.<br />
Participants will be able <strong>to</strong>:<br />
• Identify nine fac<strong>to</strong>rs of HPT and <strong>the</strong>ir<br />
sub-categories.<br />
• Differentiate tangible from intangible fac<strong>to</strong>rs.<br />
• Differentiate HPT fac<strong>to</strong>rs internal <strong>to</strong> <strong>the</strong><br />
per<strong>for</strong>mer from those external.<br />
• Conduct a per<strong>for</strong>mance needs assessment with<br />
<strong>the</strong>ir business partners using a simple <strong>to</strong>ol.<br />
Audience Level: Intermediate<br />
Saturday<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
21
Masters Series Saturday April 21 • 3:15–4:30 pm<br />
3:15-4:30 pm<br />
Masters Series Presentations<br />
e speakers selected by ISPI President Judith<br />
Hale, CPT, PhD, represent our worldwide<br />
reach and focus on what ISPI members are<br />
doing <strong>to</strong> build capacity in o<strong>the</strong>r countries and<br />
organizations. Participants select one presentation<br />
<strong>to</strong> attend.<br />
Shera<strong>to</strong>n Hall C, Lower Concourse<br />
The Challenges and Breakthroughs of<br />
Practicing HPT in Ghana, West Africa:<br />
Aligning Culture, Work, and <strong>the</strong> Work<strong>for</strong>ce<br />
<strong>to</strong> Improve Business Outcome<br />
Janet A. Annan, CPT, MEd, Principal, Excel Human<br />
Capital Consultancy<br />
Attempting <strong>to</strong> apply <strong>the</strong> fundamental<br />
tenets of Human Per<strong>for</strong>mance<br />
Technology in a developing country<br />
such as Ghana, West Africa where<br />
dicta<strong>to</strong>rship and authoritarian<br />
leadership dominated <strong>the</strong> country <strong>for</strong> 19 years<br />
was very difficult. Projects almost failed because<br />
<strong>the</strong> approach as a facilita<strong>to</strong>r and a partner in per<strong>for</strong>mance<br />
consulting was not welcomed initially.<br />
Clients viewed a per<strong>for</strong>mance consultant as<br />
one who comes in and solves problems without<br />
<strong>the</strong>ir involvement, negating <strong>the</strong> Partnership/<br />
Collaboration principle of HPT. However,<br />
with perseverance and trust in <strong>the</strong> HPT process,<br />
success was achieved. Come and discover how<br />
<strong>to</strong> trans<strong>for</strong>m entrenched attitudes and mindsets<br />
<strong>to</strong> desired behavior, where clients embrace<br />
HPT practice.<br />
Osgoode Ballroom West, Lower Concourse<br />
CANCELLED<br />
Trans<strong>for</strong>ming Transitioning Societies by<br />
Improving Per<strong>for</strong>mance<br />
Valbona Morina Maksut, CPT, Chief of Party, World<br />
Learning, Macedonia<br />
How do you make an impact on<br />
transitioning societies? What<br />
does it take <strong>to</strong> help organizations<br />
produce results in a donor-funded<br />
context? What are some of <strong>the</strong><br />
unique features of per<strong>for</strong>mance improvement<br />
work in a development context? Join this session<br />
<strong>to</strong> hear how World Learning supported organizations<br />
in improving <strong>the</strong>ir per<strong>for</strong>mance in<br />
Macedonia and a number of o<strong>the</strong>r countries<br />
around <strong>the</strong> world.<br />
Participants will be able <strong>to</strong> describe:<br />
• Fac<strong>to</strong>rs of success of per<strong>for</strong>mance improvement<br />
ef<strong>for</strong>ts in public and non-<strong>for</strong>-profit sec<strong>to</strong>rs<br />
• Results of HPT work in <strong>the</strong> development<br />
context: organization and society level<br />
• Ways and areas of involvement of ISPI<br />
members in World Learning per<strong>for</strong>mance<br />
improvement work worldwide<br />
CANCELLED<br />
Grand East, Lower Concourse<br />
Treasure Hunt! Learn <strong>to</strong> Tap <strong>the</strong> Hidden<br />
Wealth That Drives Human Per<strong>for</strong>mance<br />
Phil Kirby, Founder, Organization Thoughtware®<br />
<strong>International</strong> Inc., Phil Kirby Live!<br />
Phil Kirby knows HPT. For over 20<br />
years, he’s been applying Deming’s<br />
PDCA with incredible results—<br />
using an unconventional approach.<br />
He’ll show you how <strong>to</strong> think like a<br />
treasure hunter, see with process eyes, and discover<br />
<strong>the</strong> hidden wealth that drives productivity. Phil<br />
will take you on Treasure Hunts with some bluechip<br />
Canadian companies, such as Tim Hor<strong>to</strong>ns<br />
and Canadian Tire that will demonstrate how<br />
HPT is revolutionizing productivity.<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
<br />
22 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
Sunday<br />
April 22 • 7:00–11:30 am<br />
7:00-8:00 am<br />
Career Center Workshop<br />
Community Center, Shera<strong>to</strong>n<br />
Hall E, Lower Concourse<br />
The Realities of a Successful Job Search<br />
Marshall Brown, President, Marshall Brown & Associates,<br />
with panel participants Mary K. Telban, CPT,<br />
MEd, SPHR, Direc<strong>to</strong>r of Curriculum and Assessment,<br />
Cuyahoga Community College and Founder & Managing<br />
Partner, SOLVit, LLC and Ca<strong>the</strong>rine S. Brown,<br />
MS, Senior Program Manager/Instructional Architect<br />
<strong>for</strong> Industry Leadership Development, Institute of Nuclear<br />
Power Operations<br />
Are you “between successes” or perhaps considering<br />
a job change? Hear from a career coach and an<br />
ISPI professional who has made a successful job<br />
change about what employers look <strong>for</strong> in potential<br />
applicants and what makes a candidate “stand out”<br />
from <strong>the</strong>ir competition. Learn from those that<br />
have made a transition as <strong>the</strong>y share <strong>the</strong>ir ideas<br />
and thoughts with you.<br />
8:00-9:30 am<br />
Keynote Presentation<br />
Grand West & Centre, Lower Concourse<br />
Toxic Workplace!: Managing Toxic<br />
Personalities and Their Systems of Power<br />
Mitchell Kusy, PhD, and Elizabeth Holloway, PhD,<br />
Professors, Doc<strong>to</strong>ral Program in Leadership and<br />
Change, Antioch University<br />
Just one <strong>to</strong>xic person in <strong>the</strong><br />
workplace has <strong>the</strong> capacity<br />
<strong>to</strong> debilitate individuals,<br />
teams, and even organizations.<br />
Mitchell Kusy and<br />
Elizabeth Holloway, experts<br />
in cultivating systems of respectful engagement<br />
and managing difficult personalities in <strong>the</strong> workplace,<br />
take on one of <strong>the</strong> biggest challenges leaders<br />
face <strong>to</strong>day. Based on <strong>the</strong>ir recently published national<br />
research study with 500 leaders across <strong>the</strong><br />
U.S., Mitch and Elizabeth will share <strong>the</strong>ir new<br />
model of civility and illustrate how <strong>to</strong> manage existing<br />
<strong>to</strong>xic behaviors, create norms that prevent<br />
<strong>the</strong> growth or re-growth of <strong>to</strong>xic environments,<br />
and ultimately design organizational communities<br />
of respectful engagement. Their research reveals<br />
warning signs of a serious behavioral problem and<br />
identifies how <strong>to</strong>xicity spreads in systems with<br />
long-term effects on organizational climate,<br />
even after <strong>the</strong> person has left. Learn <strong>the</strong>ir systemsapproach<br />
that dispels nine commonly accepted<br />
myths about <strong>to</strong>xic persons and <strong>the</strong>ir effect on<br />
organizational culture, true costs <strong>to</strong> <strong>the</strong> organization,<br />
and how <strong>to</strong> change <strong>the</strong> system that encourages<br />
<strong>to</strong>xicity. Take advantage of how-<strong>to</strong> actions and<br />
strategies <strong>to</strong> positively affect your organization’s<br />
staff, per<strong>for</strong>mance, and ultimately your organization’s<br />
bot<strong>to</strong>m line. Mitchell and Elizabeth are <strong>the</strong><br />
authors of <strong>the</strong> acclaimed book Toxic Workplace!:<br />
Managing Toxic Personalities and Their Systems<br />
of Power.<br />
9:30-10:00 am<br />
Community Center, Shera<strong>to</strong>n<br />
Hall E, Lower Concourse<br />
Keynote Book Signing and<br />
Coffee Break<br />
10:00-11:30 am<br />
Special Session<br />
Shera<strong>to</strong>n Hall C, Lower Concourse<br />
4th Annual University Case Study<br />
Competition: Part 2<br />
Facilita<strong>to</strong>r: Matt Donovan, Executive Direc<strong>to</strong>r,<br />
Option Six, A Division of General Physics Corporation<br />
In January, graduate students from three universities<br />
engaged in ISPI’s 4th Annual University Case<br />
Study Competition. During day one, <strong>the</strong> teams—<br />
LPS, Effectus, and Sapienta—presented <strong>the</strong>ir<br />
findings and recommendations <strong>to</strong> <strong>the</strong> simulated<br />
client and our panel of judges: Jeanne Farring<strong>to</strong>n,<br />
Louise Leone, Mat<strong>the</strong>w Peters, and Dan Miller.<br />
Today, all three teams will receive <strong>the</strong> benefit of<br />
<strong>the</strong> judges’ feedback and guidance in both written<br />
<strong>for</strong>m and in-person during a Q&A Session.<br />
Announcement of <strong>the</strong> winners and prizes will<br />
be awarded be<strong>for</strong>e <strong>the</strong> Keynote Presentation<br />
on Monday.<br />
Educational Sessions<br />
Analysis<br />
Conference Room B, Mezzanine<br />
Models and Tools <strong>for</strong> Per<strong>for</strong>mance<br />
Analysis<br />
Roger Chevalier, CPT, PhD, Principal, Improving<br />
Workplace Per<strong>for</strong>mance<br />
This session will provide internal and external<br />
consultants with ideas, models, and <strong>to</strong>ols <strong>to</strong> systematically<br />
and systemically analyze per<strong>for</strong>mance<br />
shortfalls. Included in <strong>the</strong> session are a per<strong>for</strong>mance<br />
consulting guide, a structure <strong>for</strong> asking<br />
questions, and a per<strong>for</strong>mance analysis worksheet<br />
(integrating gap analysis, cause analysis, and <strong>for</strong>ce<br />
field analysis) <strong>to</strong> assist consultants in working<br />
one-on-one with <strong>the</strong> managers <strong>the</strong>y serve. An<br />
interactive case study will rein<strong>for</strong>ce what has<br />
been learned.<br />
Participants will be able <strong>to</strong>:<br />
• Systematically interact with <strong>the</strong>ir clients<br />
using a per<strong>for</strong>mance consulting job aid.<br />
• Develop questions <strong>to</strong> assess and diagnose <strong>the</strong><br />
needs of <strong>the</strong>ir clients.<br />
• Identify per<strong>for</strong>mance gaps and causes using a<br />
per<strong>for</strong>mance aid that employs gap analysis,<br />
cause analysis, and <strong>for</strong>ce field analysis.<br />
Audience Level: Intermediate<br />
The Business of HPT<br />
Conference Room F, Mezzanine<br />
2012 Per<strong>for</strong>mance Improvement/<br />
HPT Model As Job Aid<br />
Darlene Van Tiem, CPT, PhD, CPLP, Faculty, Capella<br />
University and Emeritus, University Mich-Dbn and<br />
James Moseley, CPT, EdD, Associate Professor, Wayne<br />
State University<br />
The new Per<strong>for</strong>mance Improvement/HPT Model<br />
incorporates ideas that are being included in our<br />
per<strong>for</strong>mance improvement practice. Our field<br />
focuses on outcomes, sustainability and feasibility,<br />
and creating business cases. We need <strong>to</strong> be sure we<br />
leave our clients or cus<strong>to</strong>mers much better than<br />
when we began. The model focuses on processes<br />
<strong>for</strong> change. While it is not necessary <strong>to</strong> complete<br />
every sub-step of every phase, <strong>the</strong>re is a need <strong>to</strong><br />
accomplish <strong>the</strong> desired results.<br />
Sunday<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
23
Sunday April 22 • 10:00–11:30 am<br />
Participants will be able <strong>to</strong>:<br />
• Recognize value of <strong>the</strong> model.<br />
• Understand new features of <strong>the</strong> model.<br />
• Discuss immediate and sustainable evaluation.<br />
• Apply <strong>the</strong> model <strong>to</strong> case study.<br />
• Determine your proficiency in <strong>the</strong> list of<br />
interventions.<br />
Audience Level: Beginning<br />
Conference Room C, Mezzanine<br />
Per<strong>for</strong>mance Architecture: Art or<br />
Science?<br />
Carol Haig, CPT, Principal, Carol Haig & Associates,<br />
and Roger Addison, CPT, EdD, Founder, Addison<br />
Consulting<br />
Whe<strong>the</strong>r constructing a new building or renovating<br />
a his<strong>to</strong>ric structure, <strong>the</strong> architect’s approach,<br />
considerations, models, and client interactions<br />
have much in common with <strong>the</strong> work of <strong>the</strong><br />
per<strong>for</strong>mance improvement professional. Come<br />
share selected evidence-based models and <strong>to</strong>ols<br />
that help us integrate <strong>the</strong> worker, work, and workplace<br />
<strong>to</strong> improve per<strong>for</strong>mance in organizations.<br />
Engage in a lively interchange of ideas and practical<br />
solutions <strong>to</strong> vexing challenges. You will come<br />
away with proven techniques you can try right<br />
away <strong>to</strong> produce stellar results.<br />
Participants will be able <strong>to</strong>:<br />
• Use <strong>the</strong> Landscape Model as an architectural<br />
guide <strong>to</strong> design and align per<strong>for</strong>mance.<br />
• Shift client conversations from training <strong>to</strong><br />
per<strong>for</strong>mance using <strong>the</strong> Per<strong>for</strong>mance Map.<br />
• Per<strong>for</strong>m a reality check <strong>for</strong> per<strong>for</strong>mance<br />
improvement projects using <strong>the</strong> RSVP+<br />
principles.<br />
• Use <strong>the</strong> Total Per<strong>for</strong>mance System Model <strong>to</strong><br />
map an organization.<br />
Audience Level: Intermediate<br />
Instructional Interventions<br />
Conference Room E, Mezzanine<br />
Per<strong>for</strong>mance Improvement in Exactly 99<br />
Words<br />
Brian Remer, Creative Learning Direc<strong>to</strong>r, The Firefly<br />
Group<br />
You do not need <strong>to</strong> be long-winded <strong>to</strong> set <strong>the</strong><br />
winds of change in motion. In fact, just a few<br />
select words can teach volumes about visioning,<br />
change management, empowerment, team<br />
building, or motivation—all vital lessons <strong>for</strong><br />
per<strong>for</strong>mance improvement. Experience <strong>the</strong> 99-<br />
word s<strong>to</strong>ry <strong>for</strong>mat. Learn how a choice word or<br />
two can spark creativity, foster conversations,<br />
and deepen learning. Create your own strategies<br />
<strong>for</strong> using micro s<strong>to</strong>ries and discover why shorter<br />
can be better!<br />
Participants will be able <strong>to</strong>:<br />
• Assess at least four interactive training strategies<br />
that use very short s<strong>to</strong>ries.<br />
• Analyze why using fewer words can be more<br />
effective <strong>for</strong> teaching.<br />
• Develop at least two ways <strong>to</strong> use micro s<strong>to</strong>ries<br />
in <strong>the</strong>ir own work setting.<br />
Audience Level: Intermediate<br />
York, Mezzanine<br />
Personal Leadership Pilgrimage<br />
James M. Gehrke, Senior Learning Strategist, Magnify<br />
Leadership and Development<br />
Too often we are so distracted by day-<strong>to</strong>-day pressures<br />
that we never s<strong>to</strong>p and reflect upon our own<br />
unique position and role as individual leaders. In<br />
<strong>the</strong> Middle Ages, pilgrims believed that through<br />
<strong>the</strong> sacrifice of making a pilgrimage <strong>the</strong>y would<br />
achieve new levels of understanding, peace, and<br />
meaning in <strong>the</strong>ir lives. To achieve our full potential,<br />
each of us must embark on a journey akin <strong>to</strong> a<br />
pilgrimage of personal development and mastery.<br />
Participants will be able <strong>to</strong>:<br />
• Embark on <strong>the</strong>ir own personal journey of<br />
understanding <strong>the</strong> five key personal leadership<br />
lessons.<br />
• Anchor <strong>the</strong>mselves <strong>to</strong> core values.<br />
• Create a personal legacy compass.<br />
• Build excellence.<br />
• Become a servant leader.<br />
Audience Level: All<br />
Measurement and Evaluation<br />
Conference Room G, Mezzanine<br />
Measuring Organizational Per<strong>for</strong>mance<br />
with Simple and Predictive Tools<br />
Kery Mortenson, CPT, Training Effectiveness Manager,<br />
Baxter Healthcare, and Tim Gillum, PhD, Senior<br />
Manager Quality Training, Baxter Healthcare<br />
The session will target <strong>the</strong> challenges that human<br />
per<strong>for</strong>mance improvement functions face in regulated<br />
organizations. In this interactive session,<br />
participants will review key principles and <strong>to</strong>ols <strong>to</strong><br />
achieve greater compliance and productivity by<br />
using unconventional methods and <strong>to</strong>ols. Specific<br />
<strong>to</strong>ols <strong>to</strong> rapidly develop training curricula, align<br />
key knowledge, skills, and behaviors <strong>to</strong> desired<br />
goals, and implement predictive measures <strong>for</strong><br />
organization impact will be given.<br />
Participants will be able <strong>to</strong>:<br />
• Use unconventional methods <strong>to</strong> drive per<strong>for</strong>mance<br />
improvement in a regulated industry.<br />
• Apply simple and predictable evaluation<br />
strategies.<br />
• Create an impact map <strong>for</strong> <strong>the</strong>ir specific<br />
intervention.<br />
• Challenge <strong>the</strong>ir current assumptions and<br />
approaches <strong>to</strong> improve per<strong>for</strong>mance.<br />
Audience Level: Intermediate<br />
Shera<strong>to</strong>n Hall B, Lower Concourse<br />
ROI InAction: An Integrated Case Study<br />
Jack Phillips, PhD, Chairman, ROI Institute<br />
In this session, <strong>the</strong> audience will be involved in a<br />
real ROI case study, interactively. Participants<br />
move through all <strong>the</strong> case steps <strong>to</strong> measure ROI.<br />
At select intervals, <strong>the</strong> audience will make decisions<br />
about <strong>the</strong> course of action <strong>to</strong> take. The use of<br />
<strong>the</strong> ROI methodology is about making choices of<br />
how <strong>to</strong> collect data, analyze <strong>the</strong> data, and report<br />
<strong>the</strong> results. Participants will see <strong>the</strong> data collected<br />
and <strong>the</strong> analysis unfold and be actively participating<br />
in <strong>the</strong> calculation of ROI and <strong>the</strong> presentation<br />
of <strong>the</strong> results. This session is <strong>for</strong> those who are<br />
familiar with <strong>the</strong> ROI concept.<br />
Participants will be able <strong>to</strong>:<br />
• Describe at least five ways <strong>to</strong> collect data.<br />
• Describe at least three ways <strong>to</strong> isolate <strong>the</strong> effects<br />
of <strong>the</strong> <strong>program</strong> on <strong>the</strong> data.<br />
• Identify four ways <strong>to</strong> convert data <strong>to</strong> money.<br />
• Explain <strong>the</strong> misconceptions of ROI.<br />
Audience Level: Intermediate<br />
24 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
Sunday<br />
April 22 • 10:00–11:30 am<br />
Organizational Design<br />
Interventions<br />
Windsor West, Mezzanine<br />
City Doc<strong>to</strong>rs: Applying HPT <strong>to</strong> Turn<br />
Around Colon City, Panama<br />
Mariano Bernardez, CPT, PhD, PII Institute and Roger<br />
Kaufman, CPT, PhD, PII Institute, Professor Emeritus,<br />
Florida State University<br />
Participants will learn <strong>to</strong> use human per<strong>for</strong>mance<br />
technology (HPT) <strong>to</strong>ols and models <strong>to</strong> align<br />
multiple interventions in a city turnaround case.<br />
Participants will learn <strong>to</strong> use a double bot<strong>to</strong>m-line<br />
business case <strong>to</strong> measure <strong>the</strong> impact and value<br />
added by each intervention and <strong>the</strong> social and<br />
conventional return on investment. Participants<br />
will also learn <strong>to</strong> use a multi-organizational<br />
flowchart design <strong>to</strong>ol <strong>to</strong> identify and coordinate<br />
multiple business partners in a city turnaround<br />
(security, housing, health, <strong>to</strong>urism, education,<br />
hospitality, trade).<br />
Participants will be able <strong>to</strong>:<br />
• Learn <strong>to</strong> use HPT <strong>to</strong> analyze multiple per<strong>for</strong>mance<br />
problems at a community level.<br />
• Build a double bot<strong>to</strong>m-line business case <strong>for</strong> a<br />
systemic HPT intervention.<br />
• Organize multiple stakeholders’ interests in a<br />
viable social and business ecosystem.<br />
• Align multiple interventions using a common<br />
HPT “connec<strong>to</strong>r” <strong>to</strong>ol.<br />
• Identify and measure value added <strong>to</strong> clients,<br />
s<strong>to</strong>ckholders, employees, and stakeholders.<br />
Audience Level: Intermediate<br />
Conference Room H, Mezzanine<br />
Leaders, Get Your Teams Ready<br />
<strong>to</strong> Feedback!<br />
Sonia Di Maulo, Founder and Lead Feedback<br />
Enthusiast, Harvest Per<strong>for</strong>mance<br />
Teams who cannot communicate and motivate<br />
each o<strong>the</strong>r cannot achieve success. Teams who can<br />
are invincible: Creativity is unleashed; accountability<br />
and responsibility are rein<strong>for</strong>ced; respect<br />
and trust run rampant. It is time <strong>to</strong> use au<strong>the</strong>ntic<br />
feedback <strong>to</strong> retain, motivate, and foster team<br />
connection! Pick up simple strategies that are<br />
easy <strong>to</strong> implement and guarantee success.<br />
Participants will be able <strong>to</strong>:<br />
• Identify challenges when offering and asking<br />
<strong>for</strong> feedback.<br />
• Assess how well <strong>the</strong>y offer and ask <strong>for</strong> feedback.<br />
• List feedback strategies that foster creativity<br />
and build accountability and trust.<br />
• Plan <strong>to</strong> provide au<strong>the</strong>ntic feedback that retains,<br />
motivates, and fosters team connection.<br />
Audience Level: Intermediate<br />
Process or Tool Interventions<br />
Shera<strong>to</strong>n Hall A, Lower Concourse<br />
Want <strong>to</strong> Boost Per<strong>for</strong>mance? There’s an<br />
App <strong>for</strong> That<br />
Allison Rossett, CPT, EdD, Allison Rossett & Associates<br />
Mobile devices are groovy. But <strong>the</strong>y are even better<br />
than groovy. They have something we know is<br />
critical <strong>to</strong> improving per<strong>for</strong>mance. They are <strong>the</strong>re,<br />
on demand, grabbed in <strong>the</strong> heat of <strong>the</strong> moment,<br />
refreshing our thinking by <strong>the</strong>ir presence. What<br />
are <strong>the</strong> sweet spots <strong>for</strong> mobile learning and mobile<br />
support? How do <strong>the</strong>y differ? What are planners<br />
and sidekicks, and how can each boost per<strong>for</strong>mance?<br />
Let’s <strong>to</strong>ur key concepts and look at<br />
examples.<br />
Participants will be able <strong>to</strong>:<br />
• Define mobile learning and mobile per<strong>for</strong>mance<br />
support and point <strong>to</strong> examples.<br />
• Describe opportunities <strong>to</strong> use mobile devices<br />
and some circumstances where it doesn’t make<br />
sense at all.<br />
• Define planners and sidekicks and explore<br />
examples.<br />
• Identify opportunities in your work <strong>to</strong> use<br />
mobile <strong>to</strong> boost per<strong>for</strong>mance.<br />
Audience Level: Beginning<br />
Research <strong>to</strong> Practice<br />
Conference Room D, Mezzanine<br />
HPT Backyard Research: Tales From<br />
<strong>the</strong> Frontline<br />
Dr. Tim Brock, CPT, PhD, Manager, Science of<br />
Learning & Per<strong>for</strong>mance, Lockheed Martin Global<br />
Training & Logistics, and Peggy Meli, PhD, Direc<strong>to</strong>r<br />
of Consulting Services, YES HIM Consulting, Inc.<br />
What is Human Per<strong>for</strong>mance Technology (HPT)<br />
Backyard Research and does it really work? Can<br />
it really help <strong>the</strong> HPT practitioner add a tier of<br />
inquiry <strong>to</strong> his or her daily work life that will result<br />
in publishable research and also improve <strong>the</strong><br />
quality of <strong>the</strong> deliverable products? This session<br />
will provide <strong>the</strong> foundational framework <strong>for</strong><br />
conducting developmental research and review<br />
examples of how it has been applied in different<br />
settings. You will leave with guidelines that will<br />
help you become a HPT Backyard Researcher<br />
when you return <strong>to</strong> your workplace.<br />
Participants will be able <strong>to</strong>:<br />
• Recognize opportunities <strong>to</strong> integrate practicebased<br />
research in <strong>the</strong>ir work environment.<br />
• Identify how <strong>to</strong> integrate this research framework<br />
in<strong>to</strong> <strong>the</strong>ir current business practices.<br />
• Explain <strong>the</strong> benefit <strong>to</strong> <strong>the</strong> HPT profession of<br />
publishing knowledge that reflects systematic<br />
HPT practice.<br />
• Link <strong>the</strong> 10 HPT Standards <strong>to</strong> this developmental<br />
research framework.<br />
Audience Level: Intermediate<br />
Sunday<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
25
Chat ‘n Chew Sunday April 22 • 11:45 am–1:15 pm<br />
Osgoode Ballroom East/West, Lower Concourse<br />
Table hosts will present a 20-minute presentation <strong>to</strong> three groups of attendees during an in<strong>for</strong>mal lunch session. Attendees are invited <strong>to</strong> grab a sandwich and<br />
select a table. After your first 20-minute round, <strong>the</strong>re will be a 10-minute break <strong>for</strong> participants <strong>to</strong> dispose of lunch items, in<strong>for</strong>mally network, and select a<br />
second presentation table. This will repeat a third time. Attendees have <strong>the</strong> opportunity <strong>to</strong> attend three different 20-minute roundtable presentations.<br />
1 2012 Per<strong>for</strong>mance Improvement/HPT Model .....................................................................................Darlene Van Tiem and James Moseley<br />
2 A Cause Analysis Tool <strong>for</strong> HP Technicians ............................................................................................Jesse Sostrin<br />
3 A Tale of Two Ships: Systematic Evaluation ...........................................................................................Glenda Feldt and Michael Roper<br />
4 Adding Mobile Nuggets <strong>to</strong> <strong>the</strong> Main Course.........................................................................................John Gibbs and Nitin Mistry<br />
5 Alternate Training Approaches that Reap Big Results .........................................................................David Livings<strong>to</strong>n and Kendra Lee<br />
6 Analyze This! Validating Scenario Based Assessments.........................................................................Karen Peters and Kirsten E. Hoyt<br />
7 Application of Data Collection Techniques By CPTs..........................................................................Minjing Duan<br />
8 Be a Hunter-Ga<strong>the</strong>rer of Data Collection...............................................................................................Nancy J. McConnell and Yvonne Earnshaw<br />
9 Beginning <strong>the</strong> HPT Journey: Intel’s S<strong>to</strong>ry ..............................................................................................Bob Siming<strong>to</strong>n<br />
10 Capturing Impact, Getting <strong>to</strong> <strong>the</strong> Business.............................................................................................Martin E. Zink and Vaughan P. Houger<br />
11 Design 2.0! Collaborative Instructional Design that Works! .............................................................Sue Czeropski and Curtis Pembrook<br />
12 Employee Feedback First: A Novel Concept?........................................................................................Kelson Zehr<br />
13 Evaluate “Good” Per<strong>for</strong>mance Using Criteria <strong>for</strong> Outputs .................................................................Carl Binder<br />
14 Examining <strong>the</strong> Boundaries of HPT..........................................................................................................Ria Roy<br />
15 Explore ISPI’s Accreditation <strong>for</strong> Your Company...................................................................................Andrea Moore<br />
16 Fostering Open-Mindedness in <strong>the</strong> Workplace......................................................................................Peg Lohman<br />
17 How Can I Improve My Personal Per<strong>for</strong>mance? ...................................................................................Wafi Al-Baghdadi<br />
18 I2 Intervention Selection Matrix...............................................................................................................Jason Siko<br />
19 Identifying Characteristics and Competencies <strong>for</strong> Online Faculty ...................................................Charlotte Chase and Holly Burkett<br />
20 Increasing Participation in Learning—Without Free Food!...............................................................Dominique Giguere<br />
21 Instructional Design Theory <strong>for</strong> Higher Order Thinking Skills in<br />
Entirely Web-Based Discussion.................................................................................................................Yun Jeong Park<br />
22 Intervention Selection: Inquiry, Instruction, and Consulting ............................................................Simon Symonette<br />
23 It’s All in Your Head.....................................................................................................................................Adrienne White<br />
24 JetBlue University’s Business Metrics <strong>for</strong> Action ...................................................................................Amy Legge<br />
25 Job Fit: A Critical Step in Achieving Top Per<strong>for</strong>mance .......................................................................Jay Sherman<br />
26 Let’s Play <strong>the</strong> “Technology Match Game”...............................................................................................Thomas Vasko<br />
27 Let’s Roll: Launching POS Systems Using HPT...................................................................................Joanne Mowat<br />
28 LMS Limiting Your Curriculum? Here’s Help! .....................................................................................Angel Foster<br />
29 Measuring In<strong>for</strong>mal Learning in Corporate Universities.....................................................................John R. Mat<strong>to</strong>x<br />
30 Memory: Learning Maker or Breaker ......................................................................................................Atena Bishka<br />
31 Mindlessness Matters: Thinking Mindfully in HPT Contexts..........................................................Melisande J. McCrae<br />
32 OSHA-Design Effective Forklift Daily Exams ......................................................................................Joe Monaco<br />
33 Pioneering Per<strong>for</strong>mance: It Starts With You ..........................................................................................Pat Rasile<br />
34 Play <strong>the</strong> Build a Nation! Game ..................................................................................................................Suzanne Bond Hinsz<br />
35 Poor Readers Don’t Have <strong>to</strong> be Poor Learners.......................................................................................Jeanne Schehl<br />
36 RSVP+ Strategies <strong>for</strong> Healthcare Clinical Documentation Improvement .....................................Peggy Meli, Timothy Brock, and Karen Youmans<br />
37 Selling <strong>the</strong> Value of Education <strong>to</strong> Employers..........................................................................................Samantha Burroughs<br />
38 Solving <strong>the</strong> Per<strong>for</strong>mance Puzzle.................................................................................................................Kathleen Bates and Gale Mazur<br />
39 Speaking Their Language: Explaining HPT <strong>to</strong> SMEs .........................................................................Branden Mack<br />
40 Strategies <strong>to</strong> Support Per<strong>for</strong>mance-Based Faculty Online Course Development ..........................C. Candace Chou<br />
41 Talking with Executives and Clients: Five Needed Behaviors ............................................................Gary DePaul<br />
42 The 7 Levers of Exemplary Per<strong>for</strong>mance.................................................................................................Michael Sabbag<br />
43 The Importance of Men<strong>to</strong>rship in Per<strong>for</strong>mance Improvement..........................................................April Ewing-Miles<br />
44 Tool <strong>for</strong> Balancing Team Capacity and Workload.................................................................................Susan Pavelek<br />
45 Training <strong>for</strong> Sustainability ..........................................................................................................................Diana M. Osinski<br />
46 Turning Smile Sheets in<strong>to</strong> Smart Sheets..................................................................................................Shawn Overcast<br />
47 Use Feedback <strong>to</strong> Cultivate Trust and Collaboration!...........................................................................Sonia Di Maulo<br />
48 Using Per<strong>for</strong>mance-Based Learning <strong>to</strong> Drive Business Outcomes: A Case Study..........................Sheryl Gangano<br />
49 Why Become a CPT?..................................................................................................................................Maurie Coleman<br />
26 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
Chat ‘n Chew<br />
Sunday April 22 • 11:45 am–1:15 pm<br />
1. 2012 Per<strong>for</strong>mance Improvement/<br />
HPT Model<br />
Darlene Van Tiem and James Moseley<br />
The 2012 Per<strong>for</strong>mance Improvement/HPT<br />
Model is a process <strong>for</strong> successful improvement<br />
ef<strong>for</strong>ts. The updated model includes future thinking<br />
such as sustainability, feasibility, business cases,<br />
positive approaches, and commitment <strong>to</strong> change<br />
management from <strong>the</strong> first day. Per<strong>for</strong>mance<br />
improvement applies <strong>to</strong> problems as well as opportunities<br />
<strong>for</strong> new services or products, and applies<br />
<strong>to</strong> all workplaces, all schools, government, and<br />
world challenges. The model incorporates most<br />
major human per<strong>for</strong>mance technology (HPT)<br />
concepts and supports <strong>the</strong> ISPI Standards and<br />
certification process.<br />
2. A Cause Analysis Tool <strong>for</strong> Human<br />
Per<strong>for</strong>mance Technicians<br />
Jesse Sostrin<br />
Learn how <strong>to</strong> apply a research-based cause<br />
analysis model. After 20 minutes you will be able<br />
<strong>to</strong> engage stakeholders in a constructive process<br />
<strong>to</strong> explore issues of concern, integrate diverse<br />
viewpoints across various levels of <strong>the</strong> organization,<br />
identify and validate fac<strong>to</strong>rs that are <strong>the</strong><br />
causes of learning and per<strong>for</strong>mance gaps, reveal<br />
complex interrelationships and unexpected<br />
connections between people and issues, and<br />
create deeper knowledge and awareness of shared<br />
experiences in <strong>the</strong> workplace.<br />
3. A Tale of Two Ships: Systematic<br />
Evaluation<br />
Glenda Feldt and Michael Roper<br />
The U.S. Coast Guard launched two sister ships<br />
a year apart. Thousands of dollars were invested<br />
in crew preparation using a full range of interventions.<br />
To determine <strong>the</strong> value <strong>to</strong> <strong>the</strong> organization<br />
of <strong>the</strong> monies invested in per<strong>for</strong>mance improvement,<br />
two full-ship evaluations were conducted a<br />
year apart. Learn best methods <strong>to</strong> conduct Level 3<br />
evaluations and benefit from lessons learned in<br />
<strong>the</strong>se two large studies. Beyond case studies,<br />
evaluation tips and techniques will be presented.<br />
4. Adding Mobile Nuggets <strong>to</strong><br />
<strong>the</strong> Main Course<br />
John Gibbs and Nitin Mistry<br />
Straddling <strong>the</strong> boundary between <strong>to</strong>ol-based and<br />
instructional interventions, nuggets can play a<br />
key role in per<strong>for</strong>mance improvement. They combine<br />
targeted and ad-hoc delivery via mobile and<br />
traditional technology plat<strong>for</strong>ms. We will explore<br />
need drivers <strong>for</strong> nuggets, push versus pull delivery,<br />
required versus discretionary and <strong>for</strong>mal versus<br />
in<strong>for</strong>mal use, content selection and organization<br />
schemas, and media <strong>for</strong>mats. You will take away<br />
a rationale <strong>to</strong> justify investing in nuggets as a<br />
strategic <strong>to</strong>ol ra<strong>the</strong>r than an afterthought.<br />
5. Alternate Training Approaches<br />
That Reap Big Results<br />
David Livings<strong>to</strong>n and Kendra Lee<br />
Face-<strong>to</strong>-face training has long been <strong>the</strong> preferred<br />
approach when training new skills and changing<br />
behaviors. In <strong>to</strong>day’s tight market where time out<br />
of <strong>the</strong> office and travel reimbursement are not<br />
realistic, you need alternate approaches that<br />
effectively instill new skills and speed time <strong>to</strong> productivity<br />
with minimal impact. We will examine<br />
an actual virtual delivery <strong>program</strong> that engaged<br />
executives, managers, and employees and how it<br />
changed behavior of a large staff <strong>to</strong> deliver return<br />
on investment.<br />
6. Analyze This! Validating Scenario-<br />
Based Assessments<br />
Karen Peters and Kirsten E. Hoyt<br />
Assessments are used in various ways in <strong>the</strong> learning<br />
industry—some assess knowledge, some are<br />
<strong>for</strong> certification, and o<strong>the</strong>rs are per<strong>for</strong>mance<br />
based. Assessing at <strong>the</strong> higher end of Bloom’s<br />
Taxonomy creates more difficulty in proving both<br />
reliability and validity. Join us in this roundtable<br />
<strong>to</strong> discuss working with subject matter experts<br />
and stakeholders <strong>to</strong> design, develop, and assess<br />
scenario-based assessments designed at <strong>the</strong><br />
application/analysis/syn<strong>the</strong>sis level of Bloom’s<br />
Taxonomy.<br />
7. Application of Data Collection<br />
Techniques by CPTs<br />
Minjing Duan<br />
This roundtable presents research findings from<br />
a survey study investigating <strong>the</strong> status quo of <strong>the</strong><br />
application of data collection techniques by ISPI<br />
Certified Per<strong>for</strong>mance Technologists (CPTs) with<br />
a special focus on examining how rigorously CPTs<br />
are applying those techniques. Participants in<br />
this roundtable will discuss <strong>the</strong> findings with <strong>the</strong><br />
presenter, compare <strong>the</strong> findings with <strong>the</strong>ir own<br />
experience, and obtain useful tips <strong>for</strong> applying<br />
data collection techniques in a rigorous, effective,<br />
and efficient way.<br />
8. Be a Hunter-Ga<strong>the</strong>rer of Data<br />
Collection<br />
Nancy J. McConnell and Yvonne Earnshaw<br />
Collecting data in a challenging environment<br />
means one has <strong>to</strong> develop <strong>the</strong> skills of a hunterga<strong>the</strong>rer.<br />
Explore <strong>the</strong> development of <strong>to</strong>ols and<br />
methods that will help you hunt out and ga<strong>the</strong>r<br />
<strong>the</strong> data you need <strong>to</strong> provide Kirkpatrick Level 3<br />
and Level 4 in<strong>for</strong>mation. This is especially true <strong>for</strong><br />
those in work environments where per<strong>for</strong>mance<br />
data are highly confidential.<br />
9. Beginning <strong>the</strong> HPT Journey:<br />
Intel’s S<strong>to</strong>ry<br />
Bob Siming<strong>to</strong>n<br />
This roundtable describes <strong>the</strong> ef<strong>for</strong>ts of a small<br />
group in Intel’s technology manufacturing group<br />
<strong>to</strong> establish human per<strong>for</strong>mance technology<br />
(HPT) as <strong>the</strong> accepted approach <strong>to</strong> human per<strong>for</strong>mance<br />
problems. The presenter will describe<br />
<strong>the</strong> starts and s<strong>to</strong>ps that occurred, <strong>the</strong> obstacles<br />
that had <strong>to</strong> be overcome, <strong>the</strong> resources used, and<br />
<strong>the</strong> key learnings so far in <strong>the</strong> process.<br />
10. Capturing Impact, Getting <strong>to</strong><br />
<strong>the</strong> Business<br />
Martin E. Zink and Vaughan P. Houger<br />
This roundtable will focus on a solution-neutral<br />
approach. Through active listening and guided<br />
conversation focused on your client’s business<br />
goals, you will build credibility and, <strong>to</strong>ge<strong>the</strong>r with<br />
your client, be able <strong>to</strong> identify meaningful metrics<br />
<strong>to</strong> quantify <strong>the</strong> per<strong>for</strong>mance gap.<br />
11. Design 2.0! Collaborative<br />
Instructional Design That Works!<br />
Sue Czeropski and Curtis Pembrook<br />
Web 2.0 plat<strong>for</strong>ms and applications are emerging<br />
at an exponential rate. Yet, few organizations<br />
know how <strong>to</strong> utilize Web 2.0 <strong>to</strong>ols in <strong>the</strong> instructional<br />
system design process <strong>to</strong> enhance workplace<br />
per<strong>for</strong>mance. This roundtable addresses two fundamental<br />
questions: (1) How are Web 2.0 <strong>to</strong>ols<br />
changing <strong>the</strong> landscape of learning and per<strong>for</strong>mance?<br />
and (2) How do we leverage Web 2.0 <strong>to</strong>ols,<br />
subject matter experts, resources, and rapid design<br />
<strong>to</strong> enhance per<strong>for</strong>mance and knowledge management?<br />
12. Employee Feedback First:<br />
A Novel Concept?<br />
Kelson Zehr<br />
Organizational per<strong>for</strong>mance issues are often<br />
first assumed <strong>to</strong> be employee per<strong>for</strong>mance issues.<br />
Research and statistics show that <strong>the</strong> majority of<br />
<strong>the</strong> time, <strong>the</strong> per<strong>for</strong>mance issue is a systematic one.<br />
This roundtable will provide fundamental concepts<br />
behind <strong>the</strong> ever-increasing acknowledgment<br />
of coaching in <strong>the</strong> workplace. Additionally, it will<br />
provide some first steps in applying concepts such<br />
as congruence and critique <strong>to</strong> optimize clarity <strong>to</strong><br />
increase employee feedback and motivation, and<br />
capacities <strong>to</strong> enhance per<strong>for</strong>mance<br />
Chat ‘n Chew<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
27
Chat ‘n Chew Sunday April 22 • 11:45 am–1:15 pm<br />
13. Evaluate “Good” Per<strong>for</strong>mance<br />
Using Criteria <strong>for</strong> Outputs<br />
Carl Binder<br />
Gilbert taught us <strong>to</strong> focus on accomplishments or<br />
work outputs, not behavior. Measuring and evaluating<br />
per<strong>for</strong>mance is easy when we identify criteria<br />
<strong>for</strong> “good” work outputs and count <strong>the</strong>m over<br />
time. This roundtable introduces a rationale <strong>for</strong><br />
defining criteria <strong>for</strong> work outputs based on <strong>the</strong>ir<br />
contribution <strong>to</strong> business results or corporate values,<br />
and counting work outputs as ei<strong>the</strong>r meeting<br />
or not meeting those criteria. This offers a simple<br />
but powerful foundation <strong>for</strong> measurement and<br />
evaluation.<br />
14. Examining <strong>the</strong> Boundaries of HPT<br />
Ria Roy<br />
Human per<strong>for</strong>mance technology (HPT) is influenced<br />
by myriad fields and disciplines, and, as<br />
such, <strong>the</strong>re are varying levels of confusion that surround<br />
<strong>the</strong> understanding of HPT. HPT is focused<br />
on improving per<strong>for</strong>mance at <strong>the</strong> organizational,<br />
team, and individual level; it does not own <strong>the</strong><br />
practice of per<strong>for</strong>mance improvement. A lack of<br />
consideration about <strong>the</strong> boundaries that delineate<br />
<strong>the</strong> field has ramifications on both research and<br />
<strong>the</strong> practice of HPT. This roundtable endeavors<br />
<strong>to</strong> examine <strong>the</strong> various domains and disciplines<br />
considered central <strong>to</strong> <strong>the</strong> field by HPT proponents.<br />
15. Explore ISPI’s Accreditation <strong>for</strong><br />
Your Company<br />
Andrea Moore<br />
ISPI is offering a service <strong>to</strong> companies <strong>to</strong> recognize<br />
courses, <strong>program</strong>s, and departments. The<br />
accreditation service evaluates how <strong>the</strong> accredited<br />
item was developed. If an item is successfully<br />
accredited, it will adhere <strong>to</strong> ISPI’s 10 Standards of<br />
Per<strong>for</strong>mance and be developed following ISPI’s<br />
ethical guidelines. There are some companies<br />
currently undergoing this process, which will be<br />
discussed. Come by and see how it works and how<br />
your company can achieve this distinction.<br />
16. Fostering Open-Mindedness in<br />
<strong>the</strong> Workplace<br />
Peg Lohman<br />
Open-mindedness plays a large part in effective<br />
group problem solving. One’s level of open- versus<br />
closed-mindedness is referred <strong>to</strong> as dogmatism.<br />
Research indicates that problem-solving groups<br />
containing less dogmatic individuals tend <strong>to</strong> place<br />
greater importance on considering divergent opinions<br />
and beliefs and, ultimately, produce more<br />
effective problem solutions. In this roundtable,<br />
participants will learn more about <strong>the</strong> nature of<br />
dogmatism and strategies <strong>for</strong> integrating its assessment<br />
in<strong>to</strong> employee selection, development, and<br />
evaluation systems.<br />
17. How Can I Improve My<br />
Personal Per<strong>for</strong>mance?<br />
Wafi Al-Baghdadi<br />
Personal per<strong>for</strong>mances span three life core images:<br />
self, private, and work. Each core image consists of<br />
numerous elements. Per<strong>for</strong>mance improvement is<br />
closely connected <strong>to</strong> <strong>the</strong>se. On <strong>the</strong> basis of a master<br />
strategy and defined parameters of <strong>the</strong> quality<br />
of life, we can calculate <strong>the</strong> per<strong>for</strong>mance gap that<br />
needs <strong>to</strong> be closed. Learn steps that are necessary,<br />
starting with <strong>the</strong> analysis of <strong>the</strong> status quo and<br />
ending with <strong>the</strong> realization of your own vision.<br />
18. I2 Intervention Selection Matrix<br />
Jason Siko<br />
The I2 Intervention Selection Matrix is a useful<br />
<strong>to</strong>ol that will help in <strong>the</strong> selection of appropriate<br />
interventions based on <strong>the</strong> level of impact and invasiveness<br />
of <strong>the</strong> intervention. It is a two-axis grid<br />
that places interventions in one of four quadrants.<br />
Based on which quadrant <strong>the</strong> intervention falls, a<br />
practitioner can decide which interventions <strong>to</strong><br />
use, not use, or use with caution. It is a simple, yet<br />
elegant way <strong>to</strong> determine appropriateness.<br />
19. Identifying Characteristics and<br />
Competencies <strong>for</strong> Online Faculty<br />
Charlotte Chase and Holly Burkett<br />
This roundtable describes a research project<br />
about <strong>the</strong> characteristics of effective faculty online<br />
teaching methods. Phase 1 of <strong>the</strong> study reviews<br />
exemplars of <strong>the</strong> practice of online teaching, and<br />
Phase 2 is an interactive group session that links<br />
online educa<strong>to</strong>rs <strong>to</strong> <strong>the</strong> Standards of Per<strong>for</strong>mance<br />
Technology. Academic results in <strong>the</strong> <strong>for</strong>m of<br />
student learning outcomes are emphasized, and<br />
a systems view is integrated in<strong>to</strong> <strong>the</strong> research <strong>to</strong><br />
consider o<strong>the</strong>r aspects of faculty per<strong>for</strong>mance.<br />
20. Increasing Participation in<br />
Learning...Without Free Food!<br />
Dominique Giguere<br />
A recent study on employee participation in learning<br />
has shown that <strong>the</strong> way <strong>the</strong> antecedents <strong>to</strong><br />
participation are structured, enabled, supported,<br />
and moni<strong>to</strong>red in <strong>the</strong> workplace is an important<br />
predic<strong>to</strong>r of whe<strong>the</strong>r staff will participate in <strong>the</strong>ir<br />
ongoing development. The study provided useful<br />
recommendations <strong>for</strong> those wishing <strong>to</strong> improve<br />
<strong>the</strong> process preceding participation and as a result<br />
increase and widen <strong>the</strong> overall participation in<br />
learning within <strong>the</strong>ir organization.<br />
21. Instructional Design Theory <strong>for</strong><br />
Entirely Web-Based Instruction<br />
Yun Jeong Park<br />
This roundtable will discuss instructional design<br />
<strong>the</strong>ory and <strong>for</strong>mative research method used <strong>for</strong><br />
developing and refining a research-based and<br />
practical instructional guideline. The <strong>the</strong>ory<br />
development and process will assist instructional<br />
designers, instruc<strong>to</strong>rs, administra<strong>to</strong>rs, and textbook<br />
developers <strong>to</strong> incorporate online pedagogies<br />
in<strong>to</strong> entirely web-based instruction. The roundtable<br />
will focus on <strong>the</strong> strategies <strong>for</strong> supporting<br />
higher thinking skills.<br />
22. Intervention Selection: Inquiry,<br />
Instruction, and Consulting<br />
Simone Symonette<br />
Participants will discuss how <strong>the</strong> use of grounded<br />
<strong>the</strong>ory methodology affects intervention selection<br />
inquiry, instruction, and consulting.<br />
23. It Is All in Your Head<br />
Adrienne White<br />
It is all in your head: Leveraging brain function<br />
<strong>for</strong> greater success is what will be covered in this<br />
lively roundtable. You will discover:<br />
1. Three tips <strong>to</strong> get more success from your<br />
design and implementation.<br />
2. How <strong>to</strong> improve collaboration and influence<br />
between you and your stakeholders<br />
3. Some of <strong>the</strong> physiology behind change and<br />
how <strong>to</strong> make it work <strong>for</strong> you.<br />
24. JetBlue University’s Business<br />
Metrics <strong>for</strong> Action<br />
Amy Legge<br />
Business Intelligence is critical <strong>to</strong> <strong>the</strong> success of<br />
any organization and corporate universities are no<br />
different. Come learn how JetBlue University’s<br />
assessment, measurement, and evaluation (AME)<br />
team worked with <strong>the</strong>ir leadership <strong>to</strong> define <strong>the</strong><br />
key metrics needed <strong>to</strong> help in<strong>for</strong>m business decisions<br />
at JetBlue. This roundtable will highlight<br />
<strong>the</strong> scalable and repeatable process developed <strong>to</strong><br />
ensure <strong>the</strong> availability of relevant, actionable data.<br />
25. Job Fit: A Critical Step in Achieving<br />
Top Per<strong>for</strong>mance<br />
Jay Sherman<br />
Research supports <strong>the</strong> proposition that each<br />
person has inherent talents and work preferences<br />
that are unchanging. Aligning employees with <strong>the</strong><br />
right job, based on <strong>the</strong>se inherent traits, increases<br />
<strong>the</strong> likelihood of improved job per<strong>for</strong>mance<br />
resulting from employee training, incentives, and<br />
o<strong>the</strong>r environmental interventions.<br />
28 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
Chat ‘n Chew<br />
Sunday April 22 • 11:45 am–1:15 pm<br />
26. Let’s Play <strong>the</strong> “Technology<br />
Match Game”<br />
Thomas Vasko<br />
Have fun playing a game show, using an application<br />
<strong>to</strong> visually produce <strong>the</strong> studio and game<br />
board, in which participants receive an instructional<br />
or technology phrase that is missing one<br />
word. A celebrity avatar suggests several choices<br />
<strong>for</strong> completing <strong>the</strong> phrase. Participants guess<br />
which choice is correct by texting a response <strong>to</strong><br />
Polleverywhere.com. Results of <strong>the</strong> texting will be<br />
shown live. Objective: Participants will be able <strong>to</strong><br />
identify <strong>the</strong> appropriate technology <strong>for</strong> different<br />
types of interventions.<br />
27. Let’s Roll: Launching POS<br />
Systems Using HPT<br />
Joanne Mowat<br />
Each role will be presented with a short synopsis<br />
of its skills, goals, and focus as it relates <strong>to</strong> <strong>the</strong><br />
actual national POS rollout showcased. The<br />
roundtable will demonstrate and highlight <strong>the</strong><br />
implementation challenges, present real-life<br />
outcomes, and model <strong>the</strong> application of <strong>the</strong><br />
human per<strong>for</strong>mance technology workflow <strong>for</strong><br />
participants.<br />
28. LMS Limiting Your Curriculum?<br />
Here Is Help!<br />
Angel Foster<br />
Do you have an inflexible learning management<br />
system (LMS)? In o<strong>the</strong>r words, does your curriculum<br />
con<strong>for</strong>m <strong>to</strong> your LMS’ restrictions ra<strong>the</strong>r<br />
than <strong>the</strong> o<strong>the</strong>r way around? There is hope! At<br />
Lowe’s, we found a way <strong>to</strong> restructure our curriculum<br />
<strong>to</strong> overcome technical LMS limitations.<br />
During this roundtable, we will discuss five<br />
techniques and share a <strong>to</strong>ol you can use <strong>to</strong><br />
avoid stubborn LMS limitations and meet your<br />
learners’ needs.<br />
29. Measuring In<strong>for</strong>mal Learning<br />
in Corporate Universities<br />
John R. Mat<strong>to</strong>x<br />
Many organizations struggle <strong>to</strong> measure <strong>for</strong>mal<br />
learning offerings in <strong>the</strong>ir corporate universities,<br />
and very few measure <strong>the</strong> effects of in<strong>for</strong>mal<br />
learning. More ef<strong>for</strong>ts are needed <strong>to</strong> measure <strong>the</strong><br />
most pervasive learning approach—in<strong>for</strong>mal<br />
learning. The variety of learning situations and <strong>the</strong><br />
inconsistent timing of learning moments makes<br />
measurement seem impossible. This roundtable<br />
will highlight KnowledgeAdvisors’ approach <strong>to</strong><br />
and <strong>to</strong>ols <strong>for</strong> measuring a variety of in<strong>for</strong>mal<br />
learning situations using a noninvasive process <strong>for</strong><br />
ga<strong>the</strong>ring feedback and integrating results across<br />
multiple situations.<br />
30. Memory: Learning Maker or Breaker<br />
Atena Bishka<br />
Memory is essential <strong>to</strong> learning. Drawing from<br />
current cognitive and neuropsychology research,<br />
this roundtable will focus on: What do memory<br />
research findings (versus existing myths) mean <strong>for</strong><br />
<strong>the</strong> workplace <strong>to</strong>day? How could scientific findings<br />
be used <strong>to</strong> increase learning effectiveness in<br />
practice? How do we avoid memory traps and failures,<br />
maximize memory retrieval, manage limited<br />
space of short-term memory, and properly facilitate<br />
<strong>the</strong> conversion of in<strong>for</strong>mation and knowledge<br />
from working memory <strong>to</strong> long-term memory?<br />
31. Mindlessness Matters:<br />
Thinking Mindfully in HPT Contexts<br />
Melisande J. McCrae<br />
Workplace per<strong>for</strong>mance problems are often illstructured<br />
and embedded in organizational<br />
contexts that are characterized by dynamic complexity.<br />
Consequently, it is not uncommon <strong>for</strong><br />
per<strong>for</strong>mance technologists <strong>to</strong> encounter in<strong>for</strong>mation<br />
that is unanticipated or ambiguous. Yet, is<br />
vigilant application of human per<strong>for</strong>mance technology<br />
techniques sufficient <strong>to</strong> accurately discern<br />
root causes and devise powerful interventions? Or,<br />
is a particular caliber of thinking also required <strong>to</strong><br />
maximize effectiveness? Explore <strong>the</strong> pitfalls and<br />
possibilities of routine and non-routine thinking<br />
in HPT practice.<br />
32. OSHA-Design Effective Forklift<br />
Daily Exams<br />
Joe Monaco<br />
OSHA requires daily <strong>for</strong>klift examinations.<br />
Courts and private company files tell of fatalities<br />
and serious injuries resulting from broken <strong>for</strong>klift<br />
parts tragically unidentified by <strong>the</strong> opera<strong>to</strong>r victims.<br />
This roundtable offers model job aids that<br />
have improved upon training and daily or shift examination<br />
effectiveness. Participants will view<br />
model examination job aids that contain detailed<br />
questions typically ignored, discuss advantages<br />
and disadvantages of this intervention, and walk<br />
away with a model <strong>for</strong> designing <strong>the</strong>ir own daily or<br />
shift exams.<br />
33. Pioneering Per<strong>for</strong>mance:<br />
It Starts With You<br />
Pat Rasile<br />
Are you new <strong>to</strong> per<strong>for</strong>mance technology? Do you<br />
know where <strong>to</strong> begin? Have you tried <strong>to</strong> initiate<br />
change but encountered obstacles? Whe<strong>the</strong>r you<br />
have tried this be<strong>for</strong>e or you are about <strong>to</strong> embark<br />
on <strong>the</strong> journey <strong>to</strong>ward per<strong>for</strong>mance-based solutions,<br />
you are responsible <strong>for</strong> driving change—it<br />
starts with you. This roundtable provides <strong>the</strong> <strong>to</strong>ols<br />
necessary <strong>to</strong> achieve per<strong>for</strong>mance in <strong>the</strong> workplace<br />
and <strong>the</strong> required behaviors <strong>to</strong> be <strong>the</strong> driver. Several<br />
handouts are provided <strong>to</strong> help you begin<br />
immediately.<br />
34. Play <strong>the</strong> Build a Nation! Game<br />
Suzanne Bond Hinsz<br />
In an ocean of need and with <strong>the</strong> lowest human<br />
capital indica<strong>to</strong>rs in <strong>the</strong> world, South Sudan is on<br />
fragile footing. In this context, how does a nation<br />
prioritize capacity building interventions? Indeed,<br />
how does <strong>the</strong> global community make choices <strong>for</strong><br />
what <strong>to</strong> fund, how <strong>to</strong> intervene, and when <strong>to</strong> walk<br />
away? Practitioners will learn a framework <strong>for</strong> prioritizing<br />
interventions when state failure is a risk.<br />
35. Poor Readers Do Not Have <strong>to</strong> be<br />
Poor Learners<br />
Jeanne Schehl<br />
Designing effective training <strong>for</strong> adults with poor<br />
reading skills or limited English proficiency poses<br />
a challenge <strong>for</strong> instructional designers, especially<br />
when developing online or o<strong>the</strong>r asynchronous<br />
training <strong>program</strong>s. But many times <strong>the</strong>se trainees<br />
must gain critical knowledge and skills quickly, including<br />
potentially lifesaving safety skills. This<br />
roundtable presents strategies <strong>for</strong> creating effective<br />
training <strong>for</strong> low-literacy learners and those with<br />
limited English proficiency.<br />
36. RSVP+ Strategies <strong>for</strong> Healthcare<br />
Clinical Documentation Improvement<br />
Peggy Meli, Timothy Brock, and Karen Youmans<br />
This roundtable presents strategies and lessons<br />
learned that human per<strong>for</strong>mance technology<br />
practitioners can adopt from our experience<br />
applying RSVP+ <strong>to</strong> ensure clinical documentation<br />
improvement (CDI) <strong>program</strong>s are used <strong>to</strong><br />
improve per<strong>for</strong>mance of physicians and hospital<br />
employees. We will share results from CDI audits,<br />
review <strong>the</strong> CDI consultation process, and share<br />
recommendations givens <strong>to</strong> physicians and<br />
healthcare organizations using RSVP+.<br />
37. Selling <strong>the</strong> Value of Education<br />
<strong>to</strong> Employers<br />
Samantha Burroughs<br />
Should I continue my education beyond my<br />
bachelor’s degree? Will my employer support me?<br />
Are <strong>the</strong>re any benefits <strong>to</strong> a higher degree in my<br />
field? These are questions frequently considered<br />
when people contemplate going back <strong>to</strong> school.<br />
This roundtable will give participants hard facts<br />
concerning <strong>the</strong> value of a higher degree in <strong>the</strong> field<br />
of instructional system design. Topics of discussion<br />
will include salary norms, value added <strong>to</strong><br />
skill sets, and advice from <strong>the</strong> field.<br />
Chat ‘n Chew<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
29
Chat ‘n Chew Sunday April 22 • 11:45 am–1:15 pm<br />
38. Solving <strong>the</strong> Per<strong>for</strong>mance Puzzle<br />
Kathleen Bates and Gale Mazur<br />
Organizational per<strong>for</strong>mance is puzzling <strong>for</strong> many<br />
managers and professionals. Using <strong>the</strong> Organizational<br />
Per<strong>for</strong>mance System (OPS; © 2008) <strong>to</strong>ol<br />
gives per<strong>for</strong>mance managers at various levels <strong>the</strong><br />
ability <strong>to</strong> identify and solve systemic per<strong>for</strong>mance<br />
issues that may be driving chronic poor per<strong>for</strong>mance.<br />
The OPS <strong>to</strong>ol provides managers with<br />
systemic insights of <strong>the</strong>ir per<strong>for</strong>mance system so<br />
that valuable and scarce resources are invested<br />
wisely and strategic objectives have a higher probability<br />
of being achieved. The OPS <strong>to</strong>ol integrates<br />
<strong>the</strong> organization’s existing per<strong>for</strong>mance models<br />
and <strong>to</strong>ols; it helps managers utilize those <strong>to</strong>ols<br />
more effectively and efficiently.<br />
39. Speaking Their Language:<br />
Explaining HPT <strong>to</strong> SMEs<br />
Branden Mack<br />
What is <strong>the</strong> best way <strong>to</strong> explain human per<strong>for</strong>mance<br />
technology (HPT) <strong>to</strong> subject matter experts,<br />
stakeholders, and o<strong>the</strong>rs? This interactive roundtable<br />
will target metaphors and common language<br />
associated with <strong>the</strong> HPT process model. Participants<br />
will be able <strong>to</strong> share and discuss<br />
examples from <strong>the</strong>ir jobs.<br />
40. Strategies <strong>to</strong> Support Per<strong>for</strong>mance-<br />
Based Faculty Online Course<br />
Development<br />
C. Candace Chou<br />
The Per<strong>for</strong>mance-Based Faculty Development<br />
(FD) model consists of five instructional strategies:<br />
<strong>for</strong>mal and in<strong>for</strong>mal training, communities<br />
of practice, per<strong>for</strong>mance support, <strong>for</strong>mative evaluation,<br />
and knowledge sharing. This roundtable<br />
highlights <strong>the</strong> process of implementing <strong>the</strong> FD<br />
model and how each strategy can be supported<br />
with collaborative technologies. Formative<br />
evaluation provides vital in<strong>for</strong>mation <strong>to</strong> ensure<br />
successful implementation. University faculty<br />
perceptions and assessment of <strong>the</strong> implementation<br />
provide valuable lessons on <strong>the</strong> do’s and don’ts of<br />
online course development.<br />
41. Talking with Executives and Clients:<br />
Five Needed Behaviors<br />
Gary DePaul<br />
Talking with executives and clients is not <strong>the</strong> same<br />
as talking with managers, professors, supervisors,<br />
or line workers. When meeting with executives<br />
and clients, you need <strong>to</strong> change how you converse<br />
by attending <strong>to</strong> your behavior. During <strong>the</strong> 20 minutes,<br />
you will discuss how talking with executives<br />
and clients is different. The presenter will share<br />
five behaviors that can improve <strong>the</strong> outcomes of<br />
your interactions, which can improve partnering<br />
with <strong>the</strong>se types of leaders.<br />
42. The 7 Levers of Exemplary<br />
Per<strong>for</strong>mance<br />
Michael Sabbag<br />
What fac<strong>to</strong>rs are responsible <strong>for</strong> per<strong>for</strong>mance and<br />
how do we use <strong>the</strong>se as levers <strong>to</strong> propel per<strong>for</strong>mance<br />
<strong>to</strong> <strong>the</strong> exemplary level? In this roundtable,<br />
you will learn about <strong>the</strong> 7 Levers of Exemplary<br />
Per<strong>for</strong>mance and how you can use <strong>the</strong>m <strong>to</strong> help<br />
organizations, teams, and individuals develop per<strong>for</strong>mance<br />
<strong>to</strong> exemplary levels. You will walk away<br />
with a job aid detailing each lever and action steps<br />
<strong>to</strong> use this model in your per<strong>for</strong>mance improvement<br />
ef<strong>for</strong>ts.<br />
CANCELLED<br />
43. The Importance of Men<strong>to</strong>rship<br />
in Per<strong>for</strong>mance Improvement<br />
April Ewing-Miles<br />
Although training has been widely known and<br />
used as <strong>the</strong> most popular type of intervention<br />
<strong>to</strong>ol, more managers are recognizing men<strong>to</strong>rship<br />
as an important <strong>to</strong>ol in improving human per<strong>for</strong>mance.<br />
Men<strong>to</strong>rship <strong>program</strong>s such as<br />
peer-<strong>to</strong>-peer counselors in higher education settings<br />
and professional men<strong>to</strong>rs in organizations<br />
can be efficient and effective ways <strong>to</strong> improve an<br />
organization’s return on investment and <strong>the</strong> bot<strong>to</strong>m-line<br />
results.<br />
44. Tool <strong>for</strong> Balancing Team Capacity<br />
and Workload<br />
Susan Pavelek<br />
The experience/interest matrix is a self-assessment<br />
<strong>to</strong>ol used by internal training and per<strong>for</strong>mance<br />
improvement teams <strong>to</strong> compare team members’<br />
individual proficiency surrounding 47 human<br />
per<strong>for</strong>mance technology interventions (it can be<br />
easily cus<strong>to</strong>mized!). It can also be used <strong>to</strong> help<br />
drive cross-training initiatives <strong>to</strong> improve overall<br />
team per<strong>for</strong>mance and increase team member job<br />
satisfaction. Why? Because <strong>the</strong> <strong>to</strong>ol is used <strong>to</strong> help<br />
teams <strong>to</strong> better balance team capacity and workload,<br />
and establish an atmosphere of continual<br />
learning.<br />
45. Training <strong>for</strong> Sustainability<br />
Diana M. Osinski<br />
This roundtable will provide participants with<br />
a high-level overview of an approach <strong>to</strong> build<br />
subject matter expert training capacity that was<br />
developed while working with local and international<br />
subject matters experts in transitioning<br />
economies. Whe<strong>the</strong>r you work nationally or internationally,<br />
this presentation will provide you with<br />
an approach <strong>to</strong> successfully manage a training of<br />
trainers <strong>program</strong> that will trans<strong>for</strong>m your subject<br />
matter experts in<strong>to</strong> instructional designers and facilita<strong>to</strong>rs<br />
whose courses achieve high participant<br />
learning retention.<br />
46. Turning Smile Sheets in<strong>to</strong> Smart Sheets<br />
Shawn Overcast<br />
Organizational leaders and per<strong>for</strong>mance improvement<br />
professionals often complain that training<br />
evaluation in<strong>for</strong>mation provides little or no useful<br />
in<strong>for</strong>mation. The root of this problem is <strong>the</strong> posttraining<br />
evaluation <strong>for</strong>m, which most often<br />
focuses on learner satisfaction and is often referred<br />
<strong>to</strong> as a smile sheet. This roundtable will focus on<br />
trans<strong>for</strong>ming a smile sheet in<strong>to</strong> a smart sheet that<br />
provides estimates of learning acquisition, training<br />
application, business impact, retun on investment,<br />
and manager support. The end result is an evaluation<br />
<strong>for</strong>m that ga<strong>the</strong>rs in<strong>for</strong>mation that learning<br />
and development and business leaders find valuable.<br />
Participants will leave with a sample smart<br />
sheet <strong>the</strong>y can begin using immediately.<br />
47. Use Feedback <strong>to</strong> Cultivate Trust<br />
and Collaboration!<br />
Sonia Di Maulo<br />
It is time <strong>to</strong> use au<strong>the</strong>ntic feedback <strong>to</strong> retain, motivate,<br />
and foster team collaboration! To do this,<br />
you need <strong>to</strong> reflect on what <strong>the</strong> feedback you provide<br />
is saying about you. Do people come <strong>to</strong> you<br />
<strong>for</strong> feedback? Are <strong>the</strong>y energized after your meetings?<br />
This roundtable presents a feedback<br />
self-assessment <strong>to</strong>ol that helps you identify how<br />
effective your feedback is and provides action<br />
planning suggestions <strong>for</strong> improved success.<br />
48. Using Per<strong>for</strong>mance-Based Learning <strong>to</strong><br />
Drive Business Outcomes: A Case Study<br />
Sheryl Gangano<br />
EMQ FamiliesFirst, Cali<strong>for</strong>nia’s largest social<br />
service agency <strong>for</strong> children and families, recognized<br />
<strong>the</strong>y needed <strong>to</strong> create a meaningful link<br />
between <strong>the</strong> work employees do and <strong>the</strong> training<br />
<strong>the</strong>y receive. The organization implemented a<br />
per<strong>for</strong>mance-based approach <strong>to</strong> learning. Training<br />
is now more relevant <strong>to</strong> employees and <strong>the</strong>y see<br />
how <strong>the</strong>ir learning activities support per<strong>for</strong>mance<br />
and positively affect <strong>the</strong>ir clients. The end result is<br />
that <strong>the</strong> organization is more agile and responsive<br />
in meeting client needs.<br />
49. Why Become a CPT?<br />
Maurie Coleman<br />
The pinnacle of achievement in <strong>the</strong> human<br />
per<strong>for</strong>mance field is being recognized as a certified<br />
per<strong>for</strong>mance technologist. Achieving this<br />
designation requires that you demonstrate your<br />
project work produces meaningful results. So<br />
how do you do that? Who are <strong>the</strong> o<strong>the</strong>r Certified<br />
Per<strong>for</strong>mance Technologists (CPTs) in ISPI?<br />
Why should you want <strong>to</strong> become a CPT? Come<br />
hear some s<strong>to</strong>ries from CPTs that express why<br />
<strong>the</strong>y think it is of value personally and <strong>to</strong> <strong>the</strong><br />
human per<strong>for</strong>mance profession.<br />
30 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
Symposium Sunday April 22 • 1:30-5:30 pm<br />
Research and Theory <strong>to</strong> Practice Symposium<br />
Myth Busting: Separating Evidence-Based Findings from Unsupported Beliefs<br />
1:30-5:30 pm<br />
Who Are <strong>the</strong> Presenters and What Are They Presenting?<br />
Symposium<br />
Grand West & Centre, Lower Concourse<br />
Welcome <strong>to</strong> <strong>the</strong> ISPI Research and Theory <strong>to</strong><br />
Practice Symposium, specifically designed and<br />
organized <strong>to</strong> help workplace learning and per<strong>for</strong>mance<br />
professionals separate fact from fancy,<br />
myth-taken conclusions from solid research<br />
findings, and enthusiasm from evidence on<br />
important issues we face. This <strong>program</strong> provides<br />
you with an opportunity <strong>to</strong> hear what unbiased<br />
researchers, who spend <strong>the</strong>ir professional lives<br />
examining questions related <strong>to</strong> <strong>the</strong> work we do,<br />
present not only what <strong>the</strong> research tells us about<br />
matters that affect learning and per<strong>for</strong>mance,<br />
but also present what <strong>the</strong>y have discovered from<br />
<strong>the</strong>ir own studies.<br />
1:30–1:50 pm<br />
Dr. Harold D. S<strong>to</strong>lovitch, Emeritus<br />
Professor of Workplace Learning<br />
and Per<strong>for</strong>mance, Université de<br />
Montréal, Principal, HSA Learning<br />
& Per<strong>for</strong>mance Solutions LLC<br />
and Symposium Coordina<strong>to</strong>r will open <strong>the</strong> session<br />
with a welcome and a brief, warm-up “Hit or<br />
Myth” activity, challenging <strong>the</strong> group <strong>to</strong> start<br />
<strong>the</strong> process of separating data-based fact from<br />
strongly-held folklore in learning and per<strong>for</strong>mance.<br />
1:50–2:40 pm<br />
Dr. Mark Bullen, Dean of <strong>the</strong><br />
Learning and Teaching Centre,<br />
British Columbia Institute of<br />
Technology and Head of <strong>the</strong><br />
international research project on<br />
Digital Learning in Higher Education will present<br />
research findings and fallacies concerning <strong>the</strong><br />
widespread belief that <strong>the</strong>re is a generation of<br />
technologically savvy learners who are fundamentally<br />
different in <strong>the</strong>ir approaches <strong>to</strong> learning<br />
from previous generations. He draws on studies<br />
conducted in North America, Europe, and<br />
Australia <strong>to</strong> present The Truth About Digital<br />
Natives (a.k.a. “<strong>the</strong> Net generation”).<br />
2:40–2:50 pm<br />
Dr. Richard E. Clark, Professor of<br />
Research in Educational Psychology<br />
and Clinical Professor of<br />
Surgery, University of Sou<strong>the</strong>rn<br />
Cali<strong>for</strong>nia, Direc<strong>to</strong>r of <strong>the</strong> Center<br />
<strong>for</strong> Cognitive Technology, Chief Science Officer<br />
of Expert Knowledge Solutions LLC and CEO<br />
of Atlantic Training Inc. will make a cameo<br />
appearance. Based on his many years of research<br />
in learning and per<strong>for</strong>mance, he will present four<br />
myths and misconceptions he personally hated <strong>to</strong><br />
change be<strong>for</strong>e he carefully examined <strong>the</strong> evidence<br />
stacked against <strong>the</strong>m. His session, Per<strong>for</strong>mance<br />
Myths and Misconceptions deals with: turning <strong>to</strong><br />
<strong>the</strong> most consistently successful experts <strong>to</strong> gain<br />
knowledge on how <strong>to</strong> per<strong>for</strong>m complex work;<br />
using different media <strong>for</strong> training, including social<br />
media <strong>to</strong> obtain different amounts and kinds of<br />
learning <strong>for</strong> different people and learning tasks;<br />
having people work collaboratively <strong>to</strong> decide on<br />
how <strong>the</strong>y will do <strong>the</strong>ir jobs as a more effective way<br />
<strong>to</strong> get results as opposed <strong>to</strong> providing explicit, detailed<br />
instructions; asking people what and how<br />
much <strong>the</strong>y have learned and what <strong>the</strong>y will transfer<br />
<strong>to</strong> <strong>the</strong> job following a training activity <strong>to</strong> assess<br />
learning and probable on-job application.<br />
2:50–3:40 pm<br />
Dr. Annette Towler, Associate<br />
Professor of Psychology, De Paul<br />
University, has focused her research<br />
on improving training design<br />
features <strong>to</strong> increase transfer of<br />
employee skills <strong>to</strong> <strong>the</strong> workplace. Her presentation<br />
will examine Myths Concerning Instructional<br />
Design: The Seductive Elements Paradigm. She<br />
will begin with <strong>the</strong> temptation we often face <strong>to</strong><br />
trans<strong>for</strong>m what appears <strong>to</strong> be dull, mundane instructional<br />
content in<strong>to</strong> something more exciting,<br />
perhaps by including interesting, albeit tangential,<br />
in<strong>for</strong>mation or by beefing up its entertainment<br />
value. We are often encouraged <strong>to</strong> add s<strong>to</strong>ries and<br />
illustrations that seem <strong>to</strong> enhance <strong>the</strong> content.<br />
Do <strong>the</strong>se additions, <strong>the</strong>n, lead <strong>to</strong> improved session<br />
content recall? Is building in <strong>the</strong>se extras bad?<br />
Or good? This session presents research findings<br />
that separate beliefs and myths from what has<br />
been shown <strong>to</strong> work and generates instructional<br />
design guidelines <strong>to</strong> help you determine how<br />
and when seductive details can ei<strong>the</strong>r damage<br />
or enhance learning.<br />
3:40–3:50 pm<br />
Dr. Ryan Watkins, Symposium<br />
Committee Member, Associate<br />
Professor, George Washing<strong>to</strong>n<br />
University and author of numerous<br />
books and articles on a wide variety<br />
of <strong>to</strong>pics related <strong>to</strong> HPI will guide us through<br />
A Rapid Review of Research from Research and<br />
Theory Journals Published in 2011-2012. He will<br />
highlight key research findings that help improve<br />
<strong>the</strong> workplace learning and per<strong>for</strong>mance profes-<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
31
Sunday April 22 • 1:30-8:00 pm<br />
sional’s effectiveness. This romp through research<br />
will bust some myths while offering ready-<strong>to</strong><br />
apply-in-practice recommendations.<br />
3:50–4:40 pm<br />
Dr. Cedar Riener, Assistant Professor<br />
of Psychology, Randolf-Macon<br />
College, draws from both his primary<br />
area of research on our<br />
perception of <strong>the</strong> natural world and<br />
how <strong>the</strong> state of our body influences our perception<br />
and his secondary one on application of<br />
research in cognitive science <strong>to</strong> learning and per<strong>for</strong>mance,<br />
focusing us on The Myth of Learning<br />
Styles. He will demonstrate that despite <strong>the</strong> popular<br />
beliefs circulating about learning styles being<br />
essential <strong>for</strong> effective training- learning, research<br />
in cognitive science has failed <strong>to</strong> find evidence<br />
that supports this. His presentation will disentangle<br />
learning-style good intentions from what <strong>the</strong><br />
weight of research findings suggests. Separating<br />
cognitive science fact from learning style fiction,<br />
<strong>the</strong> session will include: time wasted and damage<br />
done by focusing on learning styles, dimensions of<br />
learners that actually do matter; cognitive science<br />
research on myth-busting itself. He will conclude<br />
with strategies and <strong>to</strong>ols <strong>for</strong> participants <strong>to</strong> apply<br />
in <strong>the</strong>ir own work and future discussions about<br />
learning styles.<br />
4:40–5:00 pm<br />
Hillary Leigh, Symposium<br />
Committee Member, Senior<br />
Consultant in Per<strong>for</strong>mance<br />
Assessment, Sou<strong>the</strong>rn Cali<strong>for</strong>nia<br />
Region of Kaiser Permanente,<br />
recent Chair of ISPI’s Research Committee and<br />
doc<strong>to</strong>ral candidate, Wayne State University, will<br />
direct our attention <strong>to</strong> Changing Minds. In this<br />
brief, concluding Symposium session, Hillary will<br />
contrast <strong>the</strong> belief that changing someone’s mind<br />
in this age of in<strong>for</strong>mation should be easy if you<br />
provide <strong>the</strong> correct facts and evidence with <strong>the</strong><br />
harsh reality that this not only rarely works, but,<br />
<strong>to</strong> <strong>the</strong> contrary, usually backfires, with individuals<br />
“digging in <strong>the</strong>ir heels” and ending up more firmly<br />
committed <strong>to</strong> <strong>the</strong>ir positions. Her session includes<br />
a return <strong>to</strong> <strong>the</strong> initial Symposium participant<br />
reflection activity and a presentation of solid,<br />
sensible strategies HPI professionals can apply<br />
<strong>to</strong> challenge myth-conceptions effectively and<br />
improve participants’ ability <strong>to</strong> become WLP<br />
myth-busters.<br />
5:00–5:15 pm<br />
Symposium Summary and<br />
Closing Remarks<br />
Symposium Takeaways<br />
Each of <strong>the</strong> sessions provides well-documented<br />
research evidence and specific guidelines we can<br />
apply in our work. The sessions include solid<br />
references <strong>for</strong> later examination and use. The<br />
Symposium also acts as a catalyst <strong>for</strong> continued<br />
dialogue throughout <strong>the</strong> rest of <strong>the</strong> <strong>conference</strong>.<br />
Opportunities <strong>for</strong> continuing <strong>to</strong> be engaged in<br />
learning more from research will also be offered<br />
both during and after <strong>the</strong> Symposium. These<br />
include attending o<strong>the</strong>r <strong>conference</strong> research<br />
sessions, connecting with o<strong>the</strong>r like-minded<br />
professionals and researchers through on-line<br />
discussion groups, and participation in ISPI<br />
research activities.<br />
6:00-6:30 pm 6:30-7:00 pm 7:00-8:00 pm<br />
Community Center, Shera<strong>to</strong>n Hall E,<br />
Lower Concourse<br />
Pre-Show Reception<br />
Unwind from your day of learning with new<br />
friends and colleagues while we await <strong>the</strong> arrival<br />
of Mr. Rogers (aka Jim Hill). Enjoy a beverage<br />
and light snacks. Mingle with sponsors, “walk”<br />
<strong>the</strong> red carpet, browse <strong>the</strong> books<strong>to</strong>re, meet our<br />
emerging professionals, and just have fun!<br />
Cash bar available.<br />
Grand West & Centre, Lower Concourse<br />
Mr. Rogers (aka Dr. Jimmy’s)<br />
Per<strong>for</strong>mance Improvement<br />
Neighborhood<br />
Join Jim Hill as he reprises his role as “Mr. Rogers”<br />
and meet his special guests <strong>for</strong> fun, entertainment<br />
...and maybe a little enlightenment! Help <strong>the</strong>m<br />
explore <strong>the</strong> Per<strong>for</strong>mance Improvement Neighborhood,<br />
greet ISPI’ers from around <strong>the</strong> globe,<br />
and learn more about our science, practice,<br />
and his<strong>to</strong>ry!<br />
Community Center, Shera<strong>to</strong>n Hall E,<br />
Lower Concourse<br />
50th Anniversary Celebration<br />
Stroll from <strong>the</strong><br />
Per<strong>for</strong>mance Improvement<br />
Neighborhood<br />
back <strong>to</strong> <strong>the</strong> Community<br />
Center and help wish<br />
ISPI a Happy 50th!<br />
It will be a evening of good conversation,<br />
food, and a special cake <strong>for</strong> <strong>the</strong> celebration.<br />
Cash bar available.<br />
32 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
Happy 50th Anniversary<br />
Celebrating Our Past, Current, and Future Leaders<br />
Thanks <strong>to</strong> our NSPI/ISPI Past<br />
Presidents <strong>for</strong> volunteering <strong>the</strong>ir<br />
time <strong>to</strong> shape <strong>the</strong> <strong>Society</strong> and <strong>the</strong><br />
field it represents. Members and<br />
non-members alike owe you our<br />
deepest gratitude <strong>for</strong> building a<br />
brand and spreading <strong>the</strong> per<strong>for</strong>mance<br />
improvement message<br />
around <strong>the</strong> world.<br />
Gabriel D. Ofiesh*<br />
Robert G. Smith, Jr.<br />
William A. Deterline*<br />
Robert F. Mager<br />
Susan M. Markle, CPT*<br />
Gabriel M. Della Piana<br />
Geary A. Rummler, CPT, PhD*<br />
Robert T. Filep<br />
C. Glenn Valentine, CPT*<br />
George L. Geis*<br />
Harry A. Shoemaker<br />
Donald H. Bullock*<br />
Roger Kaufman, CPT, PhD<br />
Philip Tiemann, CPT, PhD<br />
Joe H. Harless, CPT<br />
Judy Springer Steele, CPT<br />
Sivasailam Thiagarajan, CPT, PhD<br />
Fred G. Wells, CPT<br />
Kay S. White<br />
Claude S. Lineberry*<br />
Stephanie F. Jackson, CPT<br />
Harold D. S<strong>to</strong>lovitch, CPT, PhD<br />
Robert J. Powers<br />
Seth N. Leibler, EdD<br />
Margo Murray, CPT, MBA<br />
Richard E. Lincoln*<br />
Diane Dormant<br />
Danny G. Langdon<br />
Marc J. Rosenberg, CPT, PhD<br />
Es<strong>the</strong>r Safir Powers, PhD<br />
Roger M. Addison, CPT, EdD<br />
Kathleen S. Whiteside<br />
William C. Coscarelli, PhD<br />
Carol Valen<br />
Ruth A. Clark, EdD<br />
Charline A. Wells, CPT<br />
Ann W. Parkman<br />
Dale M. Brethower, CPT, PhD<br />
John M. Swinney, CPT<br />
Judith A. Hale, CPT, PhD<br />
James Jay Hill, Jr., EdD<br />
Guy W. Wallace, CPT<br />
Donald T. Tosti, CPT, PhD<br />
Sivasailam Thiagarajan, CPT, PhD<br />
Clare Elizabeth Carey, CPT, EdD<br />
Jeanne Farring<strong>to</strong>n, CPT, EdD<br />
Mat<strong>the</strong>w T. Peters, CPT<br />
Darlene Van Tiem, CPT, CPLP, PhD<br />
Miki M. Lane, CPT<br />
Judith A. Hale, CPT, PhD<br />
Jack J. Phillips, PhD, incoming<br />
*Deceased<br />
Who in this pho<strong>to</strong> has attended all but<br />
one NSPI/ISPI Annual Conference?<br />
[Answer on page 56]<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
33
Happy 10th Anniversary<br />
Certified Per<strong>for</strong>mance Technologists<br />
Offered since 2002, ISPI’s proficiency-based certification, CPT, is <strong>the</strong> sole<br />
per<strong>for</strong>mance improvement credential available that is based on a comprehensive<br />
demonstration of real-world experience and competence across multiple<br />
projects. Thanks <strong>to</strong> our CPTs in more than 31 countries <strong>for</strong> <strong>the</strong>ir continued<br />
support of ISPI and <strong>the</strong> field of per<strong>for</strong>mance improvement.<br />
Wayne T. Aaberg, CPT, EdD, NMOPDC<br />
Kathryn Sulloway Adams, CPT, Sprint<br />
Nextel Corporation<br />
Roger M. Addison, CPT, EdD, Addison<br />
Consulting<br />
Monty D. Allen, CPT, CDW Corporation<br />
John R. Amarant, CPT, AAA–Nor<strong>the</strong>rn<br />
Cali<strong>for</strong>nia, Nevada & Utah<br />
Geoffrey A. Amyot, CPT, Achievement<br />
Awards Group<br />
Jeanne L. Anderson, CPT, EdD, St. Cloud<br />
State University<br />
Scott D. Anderson, CPT, SDA<br />
Consulting<br />
Dee Howard Andrews, CPT, Air Force<br />
Research Labora<strong>to</strong>ry<br />
Janet A. Annan, CPT, Excel Human<br />
Capital Consultancy<br />
Anne M. Apking, CPT<br />
Vincent F. Araujo, CPT, Sprint<br />
Patrick A. Archibald, CPT, US Navy<br />
Jos R.M. Arets, CPT, Blue Note<br />
Consultants<br />
Mary Kay Armour, CPT, United States<br />
Secret Service<br />
Raji Arun, SHRP, CPT, HSBC<br />
Kenda C. Avery, CPT, Amadeus<br />
Americas Inc.<br />
Tammy L. Ayers, CPT, Steelcase Inc.<br />
Lannette P. Bailey, CPT, Teach Us Now<br />
Fred L. Baker, CPT, US Navy<br />
Holli C. Baker, CPT, DIA<br />
Ramon Balestino, CPT, Management<br />
Systems <strong>International</strong><br />
Michael D. Ball, CPT, Walgreens<br />
Company<br />
Sharon E. Balli, CPT, EDS, an HP<br />
Company<br />
Eileen R. Banchoff, CPT, PhD, Banchoff<br />
Associates Inc.<br />
William G. Bandrowski, CPT, Concurrent<br />
Technologies Corporation<br />
Krista J. Baptista, CPT, DAI<br />
Lon W. Barfield Sr., CPT, Ring Power<br />
Corporation<br />
Virginia A. Barnhill, SPHR-CA, CPT,<br />
GEI Consultants, Inc.<br />
Paul J. Barsnica, CPT, National Science<br />
Foundation<br />
Ann E. Battenfield, CPT, Clarity<br />
Per<strong>for</strong>mance Alliance<br />
Debra M. Bell, CPT, CSI Global<br />
Education Inc<br />
Edith E. Bell, CPT, PhD, Bell Design<br />
Technologies Inc<br />
Kerry A. Benning<strong>to</strong>n, CPT<br />
Angelique Reylyn Bents, CPT,<br />
Medtronic Inc.<br />
Carole J. Berkson-Ross, CPT<br />
Personally and professionally, <strong>the</strong> CPT designation<br />
provided me with an additional set of <strong>to</strong>ols and knowledge<br />
that has streng<strong>the</strong>ned my confidence, focus on outcomes,<br />
and dedication/commitment <strong>to</strong> our profession.<br />
An<strong>to</strong>nio R. Biggs, CPT<br />
Learning/Training Manager<br />
Sou<strong>the</strong>rn Star Central Gas Pipeline<br />
Mariano L. Bernardez, CPT, PhD,<br />
MBC Consulting Co.<br />
Gilber<strong>to</strong> A. Berrios, CPT, US Coast<br />
Guard, York<strong>to</strong>wn<br />
Brent Biedermann, CPT, DHL<br />
Global Forwarding<br />
An<strong>to</strong>nio R. Biggs, CPT, Sou<strong>the</strong>rn Star<br />
Central Gas Pipeline<br />
Conrad G. Bills, CPT, PhD, Lockheed<br />
Martin<br />
Carl Binder, CPT, PhD, The Per<strong>for</strong>mance<br />
Thinking Network<br />
Orlando E. Blake Jr., CPT, PhD, The Blake<br />
Group Organizational Consulting LLC<br />
Sven E. Blomberg, CPT, LifeWay<br />
Christian S<strong>to</strong>res<br />
Donald R. Blum, CPT, PhD, Blum &<br />
Associates, LLC<br />
Lori L. Bober, CPT, Experian<br />
Rebecca Bodrero, CPT<br />
Guy Boyd, CPT, Poudre Fire Authority<br />
Lisa D. Bradley-Mitchell, CPT, PHR, ACS<br />
Charles A. Bragg, CPT, Syracuse University<br />
Douglas L. Brenneman, CPT, MS,<br />
Northwest Permanente PC<br />
Dale M. Brethower, CPT, PhD,<br />
Per<strong>for</strong>mance-Based Systems<br />
Jennifer J. Brit<strong>to</strong>n, CPT, Potentials<br />
Realized<br />
Mary L. Broad, CPT, EdD, Per<strong>for</strong>mance<br />
Excellence<br />
Timothy R. Brock, CPT, PhD, Lockheed<br />
Martin<br />
Kristyn L. Broderick, CPT, Deloitte<br />
Consulting LLP<br />
James R. Brown, CPT, APS<br />
Mat<strong>the</strong>w Brown, CPT, World Learning<br />
Patrick H. Brown, CPT, Axiom Resource<br />
Management Inc<br />
Gay E. Bruhn, CPT, EdD, Partners In<br />
Learning Inc<br />
Jordan V. Brun, CPT, CMAA, Ray<strong>the</strong>on<br />
Chris<strong>to</strong>pher D. Brunclik, LT, CPT, US<br />
Coast Guard, York<strong>to</strong>wn<br />
Thomas L. Brunelli, CPT<br />
Joel A. Buck, CPT, Booz | Allen | Hamil<strong>to</strong>n<br />
Thomas Buck, CPT, SSG Advisors<br />
Vince A. Budrovich II, CPT, Per<strong>for</strong>mance<br />
Solutions Group<br />
Holly J. Burkett, CPT, PhD, SPHR,<br />
Evaluation Works<br />
Nancy C. Burns, CPT<br />
Donna J. Burrer, CPT, KeyCorp<br />
Timothy Shane Bush, CPT, BushCo Inc<br />
Gregory Voss Busing, CPT, Applebee’s<br />
<strong>International</strong>, Inc.<br />
Douglas W. Cain, CPT, Hallmark<br />
Cards Inc.<br />
Ralph N. Cain, CPT, Citadel Federal<br />
Credit Union<br />
Stella K. Cannon, CPT, Sears<br />
Julia A. Capsambelis, CPT, Syniverse<br />
Technologies<br />
Kevin Carew, CPT, World Learning<br />
Clare Elizabeth Carey, CPT, EdD, Texas<br />
Cryp<strong>to</strong>logic Center<br />
Susan Elaine Carney, CPT, MSX<br />
<strong>International</strong><br />
Wendy Freeman Carr, SPHR, CPT,<br />
Deloitte Consulting LLP<br />
Carla C. Carter, CPT, Carla Carter and<br />
Associates Inc.<br />
Dominic A. Carubba, CPT, Per<strong>for</strong>mance<br />
Solutions Center, LLC<br />
Scott Casad, LCDR, CPT, US Coast<br />
Guard<br />
Craig C. Casserley, CPT, Metropolitan<br />
Holdings Limited<br />
Dian K. Castle, CPT<br />
Anthony P. Catanese, CPT, US Navy<br />
Anna Cermakova, CPT, PhD, KNO<br />
Slovensko SRO<br />
An<strong>to</strong>nia B. Chan, CPT, Amway<br />
Corporation<br />
Maggie Manyu Chan, CPT, Deloitte<br />
Consulting<br />
Charlotte A. Chase, CPT, PhD<br />
Roger D. Chevalier, CPT, PhD, Improving<br />
Workplace Per<strong>for</strong>mance<br />
Susan J. Chevalier, CPT<br />
John G. Choma, CPT, Omnicell<br />
Randall Chong, CPT, LCDR, US Coast<br />
Guard, Petaluma<br />
SiatMoy Chong, CPT, PhD, KIVA<br />
Learning Associates Inc.<br />
Brett D. Christensen, CPT, MSc, CTDP,<br />
Canadian Forces Warfare Center<br />
Leslie A. Christensen, CPT, Christensen,<br />
Arnecke & Assoc.<br />
Richard E. Clark, CPT, EdD, University<br />
of Sou<strong>the</strong>rn Cali<strong>for</strong>nia<br />
Cedric T. Coco, CPT, Lowe’s<br />
Companies, Inc.<br />
Christina K. Coffin, CPT, Pearson<br />
Education<br />
Stephen L. Cohen, CPT, PhD<br />
Warren E. Cohen, CPT<br />
Richard E. Cole, CPT, EdD, R C<br />
Consulting<br />
Maurice E. Coleman, CPT, PhD,<br />
Coleman Per<strong>for</strong>mance Solutions<br />
Susan L. Coleman, CPT<br />
Barry L. Coltham, CPT, Achievement<br />
Awards Group<br />
Todd A. Conkright, CPT, Corners<strong>to</strong>ne<br />
Global Training & Per<strong>for</strong>mance Solutions<br />
Elaine Marie Conrad, CPT, Nationwide<br />
Janice Conway, CPT, DFCU Financial<br />
34 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
Certified Per<strong>for</strong>mance Technologists<br />
Paul R. Cook, CPT, City of Austin<br />
William J. Corbin, CPT, Syn<strong>the</strong>s, USA<br />
Janice L. Cornelssen, CPT, Cisco<br />
Systems, Inc.<br />
William R. Corwin, CPT, Experian<br />
Jane M. Costello, CPT, Memorial<br />
University of Newfoundland<br />
Betty L. Cot<strong>to</strong>n, CPT, AT&T<br />
Patrick Coughlin, CPT, Independent<br />
Consultant<br />
Alfred C. Crain, CPT, PMP, MSIPT,<br />
DM Petroleum Operations Company<br />
Donna L. Crisp, CPT, RADM USN,<br />
US Navy<br />
Lea Ann Crosser, CPT, Texas Panhandle<br />
MHMR<br />
William F. Cunningham, CPT, TIE<br />
Today, Inc.<br />
Dale A. Currier, CPT<br />
Carl F. Czech, CPT, US Naval Special<br />
Warfare Center<br />
Sue M. Czeropski, CPT, Suec Learning<br />
Designs<br />
Walter D’Ambrosio, CPT, Eli Lilly<br />
and Company<br />
Susanne E. D’Eustachio, CPT, MBA,<br />
Exelon Corporation<br />
Kathryn L. Dangerfield, CPT, DAI<br />
Dwight L. Davis, CPT, Lighthouse<br />
Per<strong>for</strong>mance Consultants<br />
Jan C. Davis, CPT<br />
Lorretta J. Davis, CPT, SPHR, PhD,<br />
LJDavis, LLC<br />
Carol L. Davison, CPT, Department of<br />
Commerce<br />
John Pierman Dawson, CPT, Dawson<br />
McDonald and Associates Pty Ltd<br />
Debra E. Day, CPT, Pacific Northwest<br />
National Labora<strong>to</strong>ry<br />
Jennifer S. De Vries, CPT, BlueStreak<br />
Learning<br />
Susan C. Delp, CPT, Positive Per<strong>for</strong>mance<br />
Partners LLC<br />
Susan L. DeLuca, CPT<br />
Cynthia Den<strong>to</strong>n-Ade, CPT, CDA<br />
Per<strong>for</strong>mance Systems<br />
Gary A. DePaul, CPT, PhD, Lowe’s<br />
Nicole Dessain, CPT, Accenture<br />
Joan C. Dessinger, CPT, EdD, ISPI<br />
Judith C. Devin, CPT, Medium Well Done<br />
Mark C. Didriksen, CPT, UBS Financial<br />
Services, Inc.<br />
David DiVesta, CPT, Aspectuck Center<br />
<strong>for</strong> Training, Learning and Excellence, Inc.<br />
Janet L. DiVincenzo, CPT<br />
John Charles Dougherty, CPT, PPL<br />
Susquehanna, LLC<br />
Garry John Doyle, CPT, Garry Doyle &<br />
Associates P/L<br />
Dennis S. Duke, CPT, NAVAIR Orlando<br />
Training Systems Div.<br />
Joanna C. Dunlap, CPT, PhD, University<br />
of Colorado–Denver<br />
Joseph Durzo, CPT, PhD, Energie, LLC<br />
Kenneth L. Dutkiewicz, CPT,<br />
Steelcase Inc.<br />
Margie Ea<strong>to</strong>n-Law, CPT, PhD, Learning<br />
Technology Office<br />
Linda C. Edwards, CPT, EdD, Chenega<br />
Global Services<br />
Ireta R. Ekstrom, CPT, PhD, Central<br />
Michigan University<br />
Mary Kay Elfman, CPT, Insperity<br />
James B. Ellsworth, CPT, PhD, US Naval<br />
War College<br />
Ralph P. Elwell, CPT, Experian<br />
Lynn K. Embry, CPT, BlueCross<br />
BlueShield of Texas<br />
Karen Eravelly, CPT, Sprint<br />
José Alejandro Espinosa, CPT, Datavision<br />
Digital<br />
Timm J. Esque, CPT, Ensemble<br />
Management Consulting<br />
Evelyn Eubank, CPT, Momentum<br />
Business Group<br />
Kevin James Eutsler, CPT, Dyno-Nobel<br />
June L. Fair, CPT<br />
Jeanne Farring<strong>to</strong>n, CPT, EdD,<br />
J. Farring<strong>to</strong>n Consulting<br />
Claire H. Favro, CPT, Concurrent<br />
Technologies Corporation (CTC)<br />
Glenda D. Feldt, CPT, EdD, US Coast<br />
Guard, York<strong>to</strong>wn<br />
Dianne Finch-Smith, CPT, Turnkey<br />
Training<br />
Martin P. Finkle, CPT, SCOTWORK<br />
NA Inc<br />
Paul K. Fisher, CPT, ChBC<br />
Rhea Fix, CPT, Red Pepper Consulting<br />
Joan M. Flanagan, CPT<br />
Lee Ann Flick, CPT<br />
Frederick J. Forck, CPT, 4Konsulting,<br />
LLC: Fluent Per<strong>for</strong>mance Assessment<br />
Wellesley R. Foshay, CPT, PhD, Texas<br />
Instruments, Inc.<br />
Melissa D. Foster, CPT<br />
Christine M. Frank, CPT, TIE Today, Inc.<br />
Gary W. Frazer, CPT, DA Consulting<br />
Group, Inc.<br />
Debbie I. Frizzell, CPT, Northwestel Inc.<br />
Paul F. Fuscoe, CPT, Praxair Inc.<br />
Guy E. Gage III, CPT, Partners Coach<br />
Donna E. Gallia, CPT<br />
Sharon L. Gander, CPT, MEd, Sharon<br />
Gander<br />
Stacey L. Gannon, CPT, Citizens<br />
Republic Bancrop<br />
Karen A. Garman, CPT, EdD, HELP Inc.<br />
Jerold R. Gasche, CPT, Realized<br />
Per<strong>for</strong>mance<br />
Craig S. Gatrel, CPT, PMP, Phoenix<br />
Per<strong>for</strong>mance Associates LLC<br />
Jill Ashley Gentile, CPT, US Navy<br />
Naomi Farwell George, CPT, PNC<br />
Financial Services<br />
Tanja Georgievska, CPT, World Learning<br />
—Macedonia<br />
Chuck Georgo, CPT, NOWHERETO-<br />
HIDE.ORG and<br />
LEARNTODOSTUFF.ORG<br />
E L. Gerald-Yamasaki, CPT, Everything<br />
Writing<br />
John R. Ghidiu, CPT, Organizational<br />
Development Systems LLC<br />
William R. Gibbons, LCDR, CPT, US<br />
Coast Guard, Headquarters<br />
Nancy M. Giere, CPT, Nancy Giere<br />
Associates, Inc.<br />
Raymond W. Gill Jr., CPT, Per<strong>for</strong>mance<br />
Consultants Ltd<br />
Erika R. Gilmore, CPT, PhD, Eli Lilly<br />
and Company<br />
Aron L. Gladney, CPT, American Express<br />
Elsa J. Glassman, CPT, Sandia National<br />
Labora<strong>to</strong>ries ORG3521<br />
Patricia A. Glines-Kotecki, CPT, CUNA<br />
Mutual Group<br />
Kathy Jane Glynn, CPT, Steelcase Inc.<br />
Alexis P. Goncalves, CPT, Innovation<br />
Insight Net<br />
Monica H. Goodale, CPT, EdD, Blue<br />
Shield of Cali<strong>for</strong>nia<br />
Janis G. Goodheim, CPT, PMP, SPHR,<br />
ADP<br />
Steve C. Gordon, CPT, SCG Per<strong>for</strong>mance<br />
Improvement Consulting LLP<br />
James A. Gottlieb, CPT, Entergy<br />
Bonnie Grabenhofer, CPT, Partners In<br />
Learning Inc<br />
David T. Green, CPT, University of<br />
Phoenix<br />
Elinor C. Greene, CPT, Centers <strong>for</strong><br />
Disease Control and Prevention<br />
Barbara M. Greenstein, MA, CPT,<br />
Human Resource Prescriptions LLC<br />
Brian H. Gribler, CPT, Farmers<br />
Insurance Group<br />
Mark L. Grover, CPT, CA Technologies<br />
George Limin Gu, CPT, Elibiz.com<br />
Leonard Guen<strong>the</strong>r Jr., CPT, Booz Allen<br />
Hamil<strong>to</strong>n Inc.<br />
Elizabeth A. Guthrie, CPT, MetLife<br />
Tareq Hady, CPT, MBA, Gulf<br />
Pharmaceutical Industries<br />
John T. Haecker, CPT, Management<br />
Systems <strong>International</strong>, Inc.<br />
Carol Haig, CPT, Carol Haig &<br />
Associates<br />
Judith A. Hale, CPT, PhD, Hale<br />
Associates<br />
Judith Boom Hale II, CPT, Naval Air<br />
Warfare Command, Training Systems<br />
Div. (NAWCTSD)<br />
Chris<strong>to</strong>pher J. Hall, CAPT, CPT, US<br />
Coast Guard, FORCECOM<br />
Howard M. Hall, CPT, PhD, SOC–<br />
Los Alamos<br />
I began my career in learning and development and<br />
not surprisingly began <strong>to</strong> find most business problems<br />
being brought <strong>to</strong> me could not be solved with training.<br />
I was attracted <strong>to</strong> ISPI and <strong>the</strong>ir CPT <strong>program</strong> because <strong>the</strong>ir<br />
commitment <strong>to</strong> <strong>the</strong> principles of per<strong>for</strong>mance improvement<br />
focuses on all <strong>the</strong> pieces of <strong>the</strong> per<strong>for</strong>mance puzzle.<br />
My CPT credential shows I can use and apply <strong>the</strong> standards<br />
and bring solid value <strong>to</strong> <strong>the</strong> table <strong>for</strong> my business partners.<br />
Kathryn Sulloway Adams, CPT<br />
Human Resources<br />
Sprint<br />
Michelle B. Halprin, CPT, Philology<br />
Instructional Design<br />
Sarah P. Halsey, CPT, Mosiac Company<br />
Debra S. Haney, CPT, PhD<br />
Naomi Hankinson, CPT, Delphi<br />
Corporation<br />
Wesley C. Hansen, CPT, FirstEnergy<br />
Nuclear Operating Company<br />
Nancy L.P. Harkness, CPT, Bot<strong>to</strong>m-Line<br />
Per<strong>for</strong>mance<br />
Joe H. Harless, CPT, Harless Per<strong>for</strong>mance<br />
Guild Inc<br />
Andrea Dee Harris, CPT, EWER<br />
Strategy Group, LLC<br />
Diane M. Harris, CPT, 1500025<br />
Ontario Ltd<br />
Philip Michael Harris, CPT, SPHR,<br />
Blue Cross Blue Shield of Louisiana<br />
Rebekah L. Harris, CPT, Media<br />
Workshop Inc.<br />
Andrew F. Hartnett, CPT, Symmetry<br />
Consulting Inc<br />
David C. Hartt, CPT, CDR, EdD,<br />
Chenega Technology Services Corp.<br />
Vivian M.M.M. Heijnen, CPT, Blue<br />
Note Consultants<br />
Steven W. Hellman, CPT, EdD<br />
Robert L. Henderson, CPT, Booz<br />
Allen Hamil<strong>to</strong>n<br />
CPT 10th Anniversary<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
35
Certified Per<strong>for</strong>mance Technologists<br />
Elizabeth M. Hennessey, CPT, HSBC<br />
Margaret Herrel, CPT, Navistar<br />
Michael C. Hinebrook, CPT, DTE<br />
Energy<br />
Suzanne Bond Hinsz, CPT, Deloitte<br />
Consulting LLP<br />
Scott F. Hoehn, CPT, Beckman<br />
Coulter, Inc.<br />
Hope H. Hoffman, CPT, Hoffman &<br />
Associates Consulting LLC<br />
Katharine Hoffman, CPT, Management<br />
Systems <strong>International</strong><br />
Linda M. Hogan, CPT, MeadWestvaco<br />
Richard Holman, CPT, Idaho National<br />
Labora<strong>to</strong>ry<br />
Jennifer Anne Hooker, CPT,<br />
Countrywide Financial/Bank of America<br />
Vaughan P. Houger, CPT, PhD, Boeing<br />
Commercial Airplanes<br />
Sara L. Hubbard, CPT, MA<br />
Edie G. Hut<strong>to</strong>n, CPT, 5 Level Training<br />
Peter R. Hybert, CPT, PRH<br />
Consulting Inc.<br />
Cloyd M. Hyten, CPT, PhD, Aubrey<br />
Daniels <strong>International</strong><br />
Lya M. Icaza, CPT, USAA<br />
Laurie Wilson Ihry, CPT, Wells Fargo<br />
Home Mortgage<br />
Mark D. Isabella, CPT, Isabella &<br />
Associates<br />
Michael R. Isabelli, CPT, Abbott<br />
Labora<strong>to</strong>ries<br />
Robert M. Isaman Sr., CPT, USCG<br />
Roland R. Isnor, CPT, US Coast Guard<br />
Stephanie F. Jackson, CPT, Vanguard<br />
Consulting Inc<br />
Kenneth W. Jaede, CPT, General Physics<br />
Corporation<br />
Pamela James-Sommer, CPT, Intrepid<br />
Learning Solutions<br />
Tom Janisch, CPT, MA, ABS, PMP,<br />
SaskPower<br />
Vic<strong>to</strong>ria A. Jarosz, CPT, MCR, i3Logic<br />
Lisa Jasper, CPT, Insperity<br />
Mahnaz A. Javid, CPT, Avanade Corp.<br />
Sandra J. Jessen, CPT, US Department of<br />
Labor<br />
Lee S. Johnsen, CPT, Partners in<br />
Development<br />
Bernadette Johnson, CPT, CORE<br />
Consulting<br />
Brett E. Johnson, CPT, Risk Management<br />
Solutions<br />
Dion N. Johnson, CPT, Discovery Group<br />
& Associates Inc.<br />
From <strong>the</strong> moment I started working in <strong>the</strong> field of<br />
per<strong>for</strong>mance improvement, I set <strong>the</strong> Certified Per<strong>for</strong>mance<br />
Technologist designation as one of <strong>the</strong> miles<strong>to</strong>nes in my<br />
development path. Working with reputable practitioners<br />
inspired me <strong>to</strong> work even harder <strong>to</strong> apply global best practices<br />
in <strong>the</strong> local context in Macedonia. Today, I can honestly say<br />
that having my CPT has helped me demonstrate <strong>the</strong> value<br />
I bring not only <strong>to</strong> <strong>the</strong> individuals and organizations I work<br />
with, but also <strong>to</strong> <strong>the</strong> sec<strong>to</strong>rs <strong>the</strong>y operate in and society as a<br />
whole. Now as a fellow CPT dedicated <strong>to</strong> optimizing human<br />
potential within <strong>the</strong> work environment, I am proud <strong>to</strong> add<br />
<strong>to</strong> <strong>the</strong> practice by sharing a different perspective of using<br />
HPT in <strong>the</strong> developing world.<br />
Maja Petkovska, CPT<br />
Per<strong>for</strong>mance Improvement Specialist<br />
World Learning/Macedonia<br />
Jayne S. Johnson, CPT, ACS Global<br />
Learning<br />
Lura A. Johnson, CPT, Wolters Kluwer<br />
Sharon Humphreys Johnson, CPT,<br />
Shenandoah Valley Work<strong>for</strong>ce<br />
Investment Board<br />
Stephanie R. Johnson, CPT, PhD, SABIC<br />
Anthony D. Jones, CPT, State Farm<br />
Insurance Company<br />
Carol Lynn Judge, CPT, US Navy<br />
Kenneth R. Junkins, CPT<br />
Andrew Kaiser, CPT, Kaizen Company<br />
Christine I. Kalacki, CPT, Hewlett-<br />
Packard<br />
Smith W. Kalita, CPT, Booz Allen<br />
Hamil<strong>to</strong>n Inc.<br />
Jeffrey J. Kaminski, CPT, Ceridian<br />
Jerome Kaminski, CPT, American Axle<br />
& Manufacturing<br />
Vesna Kardalevska, CPT, World Learning<br />
- Macedonia<br />
Mary Ellen Kassotakis, CPT, EdD, Oracle<br />
Roger Kaufman, CPT, PhD, Sonora<br />
Institute of Technology and Florida State<br />
Lynn B. Kearny, CPT, Graphic Tools <strong>for</strong><br />
Thinking & Learning<br />
Dianne Turiano Keefer, CPT, ADP<br />
Sandra L. Keehner, CPT, PhD, Commander<br />
Navy Installations Community Support<br />
Programs<br />
Erica J. Keeps, CPT, HSA Learning &<br />
Per<strong>for</strong>mance Solutions<br />
Lisa M. Kelly, CPT<br />
Steven J. Kelly, CPT, KNO Worldwide<br />
Tomas C. Kennedy, CPT, Deloitte LLP<br />
Hozumi Kessler, CPT, Delphi<br />
Corporation<br />
Gina E. Ketcherside, CPT, Texas Tech<br />
University Health Sciences Center<br />
Leigha B. Kinnear, CPT, Northwestern<br />
University<br />
Vance A. Kinsey, CPT, US Navy<br />
Bonnie Kligerman, CPT,<br />
Roy L. Knicley Jr., CPT, Continental<br />
Western Insurance Group<br />
Elizabeth C.S. Koman, CPT, PhD,<br />
P. Kenneth Komoski, CPT, EPIE<br />
Institute<br />
Vera Kondik Mitkovska, CPT, World<br />
Learning - Macedonia<br />
Jan P. Kraft, CPT, Health Care Service<br />
Corporation<br />
Thomas Alan Kriesel, CPT, INPO<br />
Russell B. Krochock, CPT, Pactiv<br />
Corporation<br />
Steven R. Kujala, CPT, DTE Energy–<br />
Organizational Learning<br />
Curt E. LaLonde, CPT, Fish Head LLC<br />
Michelle LaLonde, CPT, Deloitte<br />
Consulting<br />
Scot B. Lambert, CPT, Steelcase Inc.<br />
Denise A. Lamonte, CPT, Edison Mission<br />
Group<br />
Miki M. Lane, CPT, MVM<br />
Communications<br />
Dean R Larson, CPT, PhD, Purdue<br />
University Calumet<br />
Ralph B. Lassiter Sr., CPT, HDR Inc<br />
Jean-Claude H. Latter, CPT, Achievement<br />
Awards Group Business Campus<br />
Barb Lauer, CPT, DAI<br />
Mark J. Lauer, CPT, Per<strong>for</strong>mance<br />
Knowledge Inc.<br />
Anne Marie Laures, CPT<br />
Caesar Lay<strong>to</strong>n, CPT,<br />
Jin Hyeong Lee, CPT, LG CNS Co., Ltd.<br />
Liliane Lessard, M.ED., CPT, LLA Inc<br />
James F. LeViness, CPT, US Navy<br />
Judith P. Levy MS, CPT, Per<strong>for</strong>mance<br />
Focus<br />
Laura F. Levy, CPT, Hospital Corporation<br />
of America<br />
Howard B. Lewis, CPT, Integrated<br />
Per<strong>for</strong>mance Solutions Inc<br />
Letetia Davis Liggins, CPT, Liggins<br />
Enterprises<br />
Margaret E. Lindeman, CPT, The Boeing<br />
Company<br />
Geri A. Lopker, CPT, Geri Lopker &<br />
Associates<br />
Jeffrey N. Loube, CPT, Odyssey<br />
Consulting Ltd.<br />
Douglas B. Lucas, CPT, Qualcomm<br />
Incorporated<br />
Rebecca J. Lucas, CPT, Retail<br />
Training.com; Training Partners Plus, Inc.<br />
Mercedes Luna-Rivero, CPT<br />
Timothy T. Lupfer, CPT, Deloitte<br />
Consulting LLP<br />
Carol Sue Luusua-Warning, CPT,<br />
Delphi Corporation<br />
Ada L. Lyle, CPT, Department of <strong>the</strong><br />
Army<br />
Gail M. Lyons, CPT<br />
Teresa Stevens Mack, CPT, Busch<br />
Gardens Tampa<br />
Eileen D. Maeso, CPT, US Coast Guard,<br />
York<strong>to</strong>wn<br />
Edward R. Mann, CPT, Northwest<br />
Permanente PC<br />
Maria João Marques, CPT, Humanpersi<br />
Christine E. Marsh, CPT, Prime<br />
Objectives<br />
Marilyn R. Martin, CPT, Marilyn Martin<br />
Consulting<br />
Susan Marie Martin, CPT, Steelcase Inc.<br />
Eva R. Mar<strong>to</strong>ny, CPT, Mar<strong>to</strong>ny<br />
Per<strong>for</strong>mance LLC<br />
Bonnie F. Mattick, CPT, Mattick &<br />
Associates LLC<br />
Susan Matzner, CPT, Berkshire<br />
Healthcare Systems, Inc.<br />
Dana V. Maughan, CPT, State Farm<br />
Insurance Companies<br />
Sharon Marie May, CPT, PhD, May<br />
Consulting, LLC<br />
Lee Mazanec, CPT, Deloitte<br />
Consulting LLP<br />
Justine Rukeba Mbabazi, CPT<br />
Erin Andrea McAvoy, CPT, US Navy<br />
Daniel V. McCallum, CPT, PhD,<br />
McCallum and Associates Consulting<br />
Grp LLC<br />
Timothy A. McClain, CPT, PHR,<br />
MCSE, MCSA, US Navy<br />
Steven Frank McCoy-Thompson, CPT<br />
Carmel Margaret McDonald, CPT, Dawson<br />
McDonald and Associates Pty Ltd<br />
Carrie L. McHale-Reed, CPT, McHale<br />
and Associates Per<strong>for</strong>mance Solutions<br />
Hea<strong>the</strong>r S. McHugh, CPT, DAI<br />
Patrick John McMahon, CPT, Cisco<br />
Wes<strong>to</strong>n McMillan, CPT, MAdEd,<br />
eBay, Inc.<br />
36 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
Certified Per<strong>for</strong>mance Technologists<br />
Ingrid C. Mellone, CPT, Camber<br />
Corporation<br />
Edwina J. Melville-Gray, CPT, Hay<br />
Group Ltd<br />
Ellen S. Menaker, CPT<br />
Larry A. Metter, CPT, Church Pension<br />
Group<br />
Allison M. Middle<strong>to</strong>n, LT, CPT, US<br />
Coast Guard, York<strong>to</strong>wn<br />
Julie A Miller, CPT, Miller Training<br />
Development<br />
Mary M. Miller, CPT, DAI<br />
Sonya M. Mills, CPT, David Weekley<br />
Homes<br />
James K. Momsen, CPT, Genesis10<br />
Joseph A. Monaco, CPT, Monaco<br />
Group Inc.<br />
Andrea K. Moore, CPT, Proofpoint<br />
Systems, Inc.<br />
Mark S. Moore, CPT, MediaPro Inc.<br />
Tony Moore, CPT, Moore Per<strong>for</strong>mance<br />
Imprv Inc<br />
Marilyn Morales, CPT, Grady Health<br />
System<br />
Robert L. Moreland, CPT<br />
Valbona Morina Maksut, CPT, World<br />
Learning<br />
Kery S. Mortenson, CPT, MS, Baxter<br />
Healthcare<br />
Anita S. Moseley, CPT, US Coast Guard,<br />
York<strong>to</strong>wn<br />
James L. Moseley, CPT, EdD, Wayne State<br />
University College of Education<br />
James F. Moshinskie, CPT, MO Etc<br />
Consulting<br />
Gregory F. Moss, CPT, Innovative<br />
Learning Group Inc<br />
Angela L. Moxley, CPT, Sprint Nextel<br />
Chantal Mubarure, CPT, DAI<br />
Monique Mueller, CPT, la volta<br />
consulting<br />
Janet M. Mulkern, CPT, MS, Concurrent<br />
Technologies Corporation<br />
Frank L. Murphy, CPT, EQUIFOCUS<br />
LLC<br />
Margo Murray, CPT, MBA, MMHA<br />
The Managers’ Men<strong>to</strong>rs Inc<br />
Tony M. Muschara, CPT, Muschara Error<br />
Management Consulting, LLC<br />
Susan M. Mutty, CPT, Lansing<br />
Community College<br />
Janis E. Nagy, CPT, Booz Allen Hamil<strong>to</strong>n<br />
Inc.<br />
Edward P. Nathan, CPT, CRP, PhD<br />
Kathryn K. Naugle, CPT, Applebee’s<br />
<strong>International</strong>, Inc.<br />
Belia M. Nel, CPT, Improvid Per<strong>for</strong>mance<br />
Consulting (Pty) Ltd<br />
Christian A. Nelson, CPT, Ameriprise<br />
Financial<br />
Kris<strong>to</strong>pher J. Newbauer, CPT, EdM,<br />
PHR, CPLP, Rotary <strong>International</strong><br />
Gordon James Henry Newman, CPT,<br />
The Newman Learning Group Inc.<br />
Lucy S. Newman, CPT, DBA, FITC-<br />
Financial Institutions Training Center<br />
Dennis C. Nichols, CPT SPHR, National<br />
Security Technologies<br />
Barry S. Nickerson, CPT, Ohio<br />
Department of Job & Family Services<br />
Frederick W. Nickols, CPT, Distance<br />
Consulting, LLC<br />
Thomas A. Norfleet, CPT<br />
Margaret Mari Novak, CPT, KNO<br />
Worldwide<br />
Rose M. Noxon, CPT, PhD, PMP, ITILv3,<br />
CACI, Lead Business Process Expert<br />
Artur Pereira Nunes, CPT, HUMAN-<br />
PERSI<br />
Susann C. Nutter, CPT, American Staff<br />
Augmentation Providers LLC<br />
Alaster Nyaude, CLSSMBB, CPT, PhD,<br />
Heraeus LLC<br />
Kate L. O’Malley, CPT, O’Malley<br />
Management Solutions<br />
J. Jerome Oehler, CPT, National Restaurant<br />
Association Educational Foundation<br />
Walter C. Oelwein, CPT, CMC, Business<br />
Per<strong>for</strong>mance Consulting, LLC<br />
Edward G. Oestreicher, CPT, PhD<br />
Susan L. Oliva, CPT<br />
Leon Olivier, CPT, Metropolitan<br />
Holdings LTD<br />
Laura Jane Oncken, CPT, Shell Global<br />
Solutions US Inc<br />
William Ordaz, CPT<br />
Paula Orologas, CPT, The Capital<br />
Group Companies<br />
Lei M. Ortmans, CPT, Blue Note<br />
Consultants<br />
Ross Baker Orvik, CPT, United States<br />
Navy<br />
Diana Osinski, CPT, SPHR, Deloitte<br />
Consulting LLP<br />
Arthur C. Ottney, CPT, Training<br />
Strategist.com<br />
Jocelyne Ouellette, CPT<br />
Chris<strong>to</strong>pher C. Over<strong>to</strong>n, CPT, MS,<br />
Kaiser Permanente<br />
Margaret Owens, CPT, Deloitte<br />
Consulting LLP<br />
Shaunda Rae Paden, CPT, Design<br />
Comm Inc.<br />
David M. Padley, CPT, US Coast Guard,<br />
Petaluma<br />
Debbie Page, CPT, Willing Learner, Inc.<br />
Michelle Cecile Painchaud, CPT, The<br />
Painchaud Per<strong>for</strong>mance Group<br />
Marci Paino, CPT, Accenture<br />
Carol M. Panza, CPT, CMP Associates<br />
Dawn E. Papaila, CPT, WLP Consultants<br />
Joan D. Paris, CPT, JDP Endeavors<br />
Eung Kyu Park, CPT, LG CNS Co., Ltd.<br />
Young Hee Park, CPT, LG CNS Co., Ltd.<br />
Wes A. Parker, CPT, PhD, Verizon<br />
Wireless<br />
Lewis W. Parks, CPT, Lewis W Parks<br />
Associates<br />
Robert Murphy Parrott, CPT, CPLP<br />
James R. Parry, CPT, US Coast Guard,<br />
York<strong>to</strong>wn<br />
Patricia A. Patterson, CPT, Agilis<br />
Consulting Group LLC<br />
Susan M. Pavelek, CPT<br />
Connie B. Perren, CPT, University of<br />
Texas Medical Branch At Galves<strong>to</strong>n<br />
Mack R. Perry, CPT, US Navy<br />
Per<strong>for</strong>mance Center<br />
James A. Pershing, CPT, PhD, Indiana<br />
University<br />
Mat<strong>the</strong>w T. Peters, CPT<br />
Michael C. Peterson, CPT, Nuclear Power<br />
Group, Tennessee Valley Authority<br />
Maja Petkovska, MBA, CPT, World<br />
Learning - Macedonia<br />
Mark W. Phillips, CPT, USAA<br />
Patti P. Phillips, CPT, PhD, ROI Institute,<br />
Inc.<br />
Cheryl A. Pienkowski, CPT, Experian<br />
Joyce K. Pietila, CPT, The Au<strong>to</strong><br />
Club Group<br />
Thomas F. Pietrasek, CPT, Lions<br />
Clubs <strong>International</strong><br />
Jerry E. Pile, CPT<br />
Ginger Brill Pisik, CPT, MS, PMP,<br />
McKesson In<strong>for</strong>mation Solutions LLC<br />
Craig Polak, CPT, IBM<br />
Linda L. Poole, CPT<br />
Linda G. Powell, CPT, Mountain States<br />
Group Inc<br />
Karen R. Pres<strong>to</strong>n, CPT, SPHR<br />
Lynnette Pryce, CPT<br />
William W. Pullen, CPT, Gordon Pullen<br />
Consulting Inc.<br />
Nancy A. Quinlan, CPT, Taco Inc<br />
Patricia S. Radakovich, CPT, CPLP, MA,<br />
MBA, SHARK Consulting Group<br />
Pat P. Rasile, CPT, Church Pension<br />
Group<br />
Daniel A. Raymond Jr., CPT, Per<strong>for</strong>mance<br />
Plus Inc<br />
Sean A. Rea, CPT, MA, Royal Canadian<br />
Mounted Police<br />
Terri Lynn Reasoner, CPT, PhD, Engaged<br />
Per<strong>for</strong>mance<br />
Raymond M. Reid Jr., CPT, Vec<strong>to</strong>rCSP<br />
Mark Renzi, CPT, Management Systems<br />
<strong>International</strong><br />
Raymond A. Rerick, CPT, PPL<br />
Susquehanna<br />
Ildi Helen Revi, CPT, Leopard Forest<br />
Coffee Company<br />
Angelique Reynolds, CPT, Human<br />
Per<strong>for</strong>mance Center<br />
Mark Andrew Rhein, CPT, Abbott<br />
After entering <strong>the</strong> field of training and <strong>the</strong>n per<strong>for</strong>mance<br />
improvement, I was introduced <strong>to</strong> ISPI. It became clear early<br />
that <strong>to</strong> gain credibility, <strong>the</strong>re were two things that I needed<br />
<strong>to</strong> do. The first was <strong>to</strong> get <strong>the</strong> educational background,<br />
which I did through Boise State. The more important fac<strong>to</strong>r<br />
in my mind is being able <strong>to</strong> prove that I not only know<br />
per<strong>for</strong>mance improvement, but also that I have proven<br />
that I can do it.”<br />
Lt. Cmdr. Brett Christensen CPT, CTDP<br />
Canadian Defense<br />
Robert E. Richards, CPT, Idaho National<br />
Labora<strong>to</strong>ry<br />
Shawn Richardson, CPT, Transystems<br />
Todd R. Ritter, CPT, Grantham<br />
University<br />
Wanda L. Ritter, CPT, Doyles<strong>to</strong>wn<br />
Hospital<br />
Deborah Rivers, CPT, CMC, PCC,<br />
MCT, Student<br />
Alice I. Robbins, CPT, Sears Holdings<br />
Corporation<br />
Holly Roberts, CPT, Allstate Insurance<br />
Donna L. Roberts-Luttrell, CPT<br />
Ray Fiorenzo Robertson, CPT, Technip<br />
Letitia L. Robinson, CPT, Experian<br />
Lindsay O. Robinson, CPT, NM Dept<br />
of Health<br />
Howard H. Rohm, CPT, The Balanced<br />
Scorecard Institute<br />
Paula P. Rose, CPT, Hewlett Packard<br />
Elliot J. Rosenberg, CPT, AT&T<br />
Marc J. Rosenberg, CPT, PhD, Marc<br />
Rosenberg and Associates<br />
Martin B. Rosenheck, CPT, PhD, Cedar<br />
Interactive<br />
Jennifer Rosenzweig, CPT, Dragonfly<br />
Organization Resource Group<br />
Allison Rossett, CPT, EdD, San Diego<br />
State University<br />
Mary Rita Roux-Zink, CPT, SPHR,<br />
The Boeing Company<br />
Katica Roy, CPT, MA, MHP, Kaiser<br />
Permanente<br />
Keith E. Ruckstuhl, CPT, PhD, Univar<br />
Inc.<br />
Jason A. Russell, CPT, Sears Holdings<br />
CPT 10th Anniversary<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
37
Certified Per<strong>for</strong>mance Technologists<br />
Susan D. Russell, CPT, Northrop<br />
Grumman Electronic Systems<br />
Amy D. Ryan, CPT, Humana<br />
An<strong>to</strong>inette M. Ryan, CPT, HP<br />
Steven M. Ryan, CPT, Roadtechs, LLC<br />
Chris<strong>to</strong>pher E. Saeger, CPT, American<br />
Red Cross<br />
Jeffrey L. Salyer, CPT, Abbott Labora<strong>to</strong>ries<br />
Marguerite C. Samms, CPT, RN, MN,<br />
BC, MultiCare Health System<br />
Joan F. Sampson, CPT, Booz Allen<br />
Hamil<strong>to</strong>n<br />
Laurie B. Sampson, CPT<br />
Larry D. Sanders, CPT, Accelerant<br />
Technologies<br />
Claudia E. Sandona<strong>to</strong>, CPT, Peak<br />
Per<strong>for</strong>mance Strategies<br />
Ellen Pericak Schmidt, CPT, Covance<br />
Luise Schneider, CPT, Per<strong>for</strong>mance<br />
Design <strong>International</strong> GmbH<br />
Michael D. Schreiner, CPT, MS,<br />
Concurrent Technologies Corporation<br />
David Brian Schultz, CPT, General<br />
Physics Corporation<br />
James M. Schultz, CPT, Pretty Good<br />
Consulting<br />
Lee Kirk Schultz, CPT, NETPDTC N31<br />
Kay A. Schumacher, CPT<br />
Michael G. Schwinn, CPT, Focus<br />
On Per<strong>for</strong>mance<br />
Amy Blachowicz Scott, CPT, Learning<br />
Architects<br />
Brenda Jean Scott, CPT, TMG<br />
Paul H. Selden, CPT, Per<strong>for</strong>mance<br />
Management Inc<br />
Mahelet Senbetta, CPT, W.W.<br />
Grainger, Inc.<br />
Debbie E. Seneway, CPT, Experian<br />
Bill Sewell, CPT, People and Per<strong>for</strong>mance<br />
Patti Shank, CPT<br />
Daniel Shaul, CPT, DAI<br />
Joseph D. Sheehan, CPT, PhD, NAVAIR<br />
Orlando TSD<br />
Bonnie J. Shellnut, CPT, PhD<br />
Thomas Howe Sheppard IV, CPT, Chief<br />
of Naval Air Training<br />
Mary S. Sheridan, CPT, Coach@Work<br />
Curt Shreiner, CPT, SRA<br />
Megan L. Shusko, CPT, IBM<br />
Kenneth H. Silber, CPT, PhD, Silber<br />
Per<strong>for</strong>mance Consulting<br />
Lynda L. Silsbee, CPT, SPHR,<br />
Per<strong>for</strong>mance Dimensions Group<br />
Istvan Siman, CPT, Human Cooperation<br />
Ltd.<br />
John J. Simonson, CPT, Human<br />
Per<strong>for</strong>mance Center Orlando<br />
Deepak Nandan Brij Singh, CPT<br />
Susana C. Sipes, CPT, WW Grainger Inc.<br />
Francesca Sis<strong>to</strong>, CPT, Baxter BioScience<br />
Ann M. Skel<strong>to</strong>n, CPT<br />
Ca<strong>the</strong>rine M. Sleezer, CPT, Baker<br />
Hughes-Centrilift<br />
Barbara S. Smith, CPT, Citigroup<br />
Jane L. Smith, CPT, Training Consultants<br />
of Sedona<br />
Tacy K. Smith, CPT, The Boeing Company<br />
Todd C. Smith, CPT, Center Partners<br />
Dawn M. Snyder, CPT, PhD, Dawn<br />
Snyder Associates<br />
Dorothy A. Soelke, CPT, Soelke<br />
Consulting Inc.<br />
Fred Sokolowski, CPT, Experian<br />
William L. Solomonson, CPT, PhD,<br />
Oakland University<br />
Min-Hwan Song, CPT, LG Academy<br />
Marilyn K. Spatz, CPT<br />
Robert Clin<strong>to</strong>n Spicer, CPT, Global<br />
Sustainability Evaluation and Consulting<br />
Services, Inc.<br />
Jay Spitulnik, CPT, Lifespan Learning<br />
Institute<br />
Janet Regis Sprimont, CPT, Insperity<br />
Erik C. Spurgin, CPT, Deloitte<br />
Consulting LLP<br />
Judy Springer Steele, CPT, School <strong>for</strong><br />
Living<br />
Shelly L. Steinberg, CPT, PMP, SPHR,<br />
JP Morgan Chase<br />
Donald L. Steiner, CPT, CLU, CPCU,<br />
State Farm Insurance<br />
Elaine M. Steiner, CPT, Chanel Inc.<br />
Ken B. Steinman, CPT, Lawson Software<br />
Margaret Stemzynski, CPT, Oakwood<br />
Healthcare Inc<br />
Kim R. Stephens, CPT, Schwan’s Food<br />
Company<br />
Bill A. Stetar, CPT, Per<strong>for</strong>mance<br />
Technology Group<br />
Jacqueline Marie Stevens, CPT, Union<br />
First Market Bankshares<br />
John B. Stevens, CPT, JB Stevens<br />
Organizational Solutions<br />
Fred L.E. Stewart, CPT, VSD, LLC<br />
Ann Marie Stislicki, CPT, Metlife<br />
Harold D. S<strong>to</strong>lovitch, CPT, PhD, HSA<br />
Learning & Per<strong>for</strong>mance Solutions LLC<br />
Bonnie L. S<strong>to</strong>ne, CPT, Central Arizona<br />
Project<br />
Deborah Lee S<strong>to</strong>ne, CPT, DLS Group,<br />
Inc.<br />
Rodger D. S<strong>to</strong>tz, CPT, Delta Qi<br />
Consulting<br />
Christian Andrew S<strong>to</strong>ver, CPT, NAVMAC<br />
Rick Straker, CPT<br />
Jeanne Strayer, CPT, The Six Degrees<br />
Company<br />
Ivana Strihic-Dojcinovski, CPT, World<br />
Learning<br />
Jean L. Strosinski, CPT, Gregg Protection<br />
Services, Inc.<br />
Kowena L. Sucks<strong>to</strong>rf, CPT<br />
Kathy Sui, CPT<br />
Jim Dee Sut<strong>to</strong>n, CPT, Creative Solutions<br />
Raynold A. Svenson, CPT, Ray Svenson<br />
Consulting Inc.<br />
Connie Swartz, CPT, Creative<br />
Courseware Inc.<br />
James A. Sweet, CPT, Harkcon, Inc.<br />
John M. Swinney, CPT, Walmart<br />
S<strong>to</strong>res, Inc.<br />
Katsuhiro Takahashi, CPT, PIS Partners<br />
Co Ltd<br />
Michael J. Tapia, CPT, RSM McGladrey<br />
Mary K. Telban, CPT, Cuyahoga<br />
Community College<br />
Tina M. Teodorescu, CPT, Tufts<br />
Health Plan<br />
Sivasailam Thiagarajan, CPT, PhD, The<br />
Thiagi Group<br />
Mary Norris Thomas, CPT, PhD, The<br />
Fleming Group LLC<br />
Willis H. Thomas, CPT, PhD, Pfizer Inc.<br />
Beverly A. Thompson, CPT, MS, HPI,<br />
HIAA<br />
Curt Mark Thompson, CPT, SPHR,<br />
PhD, Smart Organizations By Design<br />
Marcia A. Thompson, CPT, PHR,<br />
Thompson Consulting Inc.<br />
Philip Tiemann, CPT, PhD, University<br />
of Illinois at Chicago<br />
Deborah F. Titus, CPT, SPHR, The<br />
Williams Companies<br />
Lisa Toenniges, CPT, Innovative Learning<br />
Group<br />
Robert M. Tolin, CPT, An<strong>the</strong>m BCBS<br />
Debra L. Tolsma, CPT, Steelcase Inc.<br />
Daniel J. Topf, CPT, Management<br />
Development <strong>International</strong> Inc.<br />
Donald T. Tosti, CPT, PhD<br />
Paul P. Travalini, CPT<br />
Linda A. Tropea, CPT, General<br />
Dynamics<br />
Denise Ann Turner, CPT, Schwan<br />
Food Company<br />
Marcey Ellen Uday-Riley, CPT, IRI<br />
Consultants<br />
Anieti S. Ukpe, CPT, Fis<strong>to</strong>las Limited<br />
Stacey H. Vail, CPT<br />
Barbara Rivlin Valentine, CPT<br />
Wessel Van Reede Van Oudtshoorn, CPT,<br />
Metropolitan Life<br />
Darlene Van Tiem, CPT, CPLP, PhD,<br />
Univ of Michigan & Capella Univ.<br />
Kathy M. Van Zant, CPT, SPHR,<br />
The Van Zant Resource Group Inc<br />
Karen Kay VanKampen, CPT, PRA<br />
<strong>International</strong><br />
Elizabeth A. Vasti, CPT<br />
Ann Marie Vaughan, CPT<br />
Mat<strong>the</strong>w D. Vaughn, CPT, Kaiser<br />
Permanente<br />
William M. Velbeck, CPT, Department of<br />
Defense<br />
Juan Pablo Ven<strong>to</strong>sa, CPT, Epise, S.A.<br />
Tammy Jean Vercauteren, CPT, Front<br />
Range Community College<br />
Gabrielle Vetter-Taaffe, CPT,<br />
Inter-American Developmnt Bank<br />
Christian Voelkl, CPT, E & E In<strong>for</strong>mation<br />
Consultants AG<br />
Shyla M. Volk, CPT, US Coast Guard<br />
Deborah Waggoner, CPT, World<br />
Learning<br />
Elizabeth Walcher, CPT<br />
Daniel R. Walker, CPT, CMSP,<br />
The Joint Staff<br />
38 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada<br />
Gina Walker, CPT, S2ar Inc<br />
Guy W. Wallace, CPT, EPPIC Inc.<br />
Danielle Walsh, CPT, Church<br />
Pension Group<br />
Glenda S. Ward, CPT, SPHR, HP<br />
Roger J. Watson, CPT, jTask, Inc.<br />
Amy Watve, CPT, Kaizen Company<br />
Trudy Maureen Wea<strong>the</strong>rsby, CPT,<br />
Kirsten L. Weeks, CPT, DAI<br />
Cynthia S. Wehmer, CPT<br />
Steven Weitz, CPT, Abbott Labora<strong>to</strong>ries<br />
Robert Channing Weitzman, CPT,<br />
US Navy<br />
Corey Welch, CPT, SunPower<br />
Corporation<br />
Charline A. Wells, CPT, Sandia National<br />
Labora<strong>to</strong>ries<br />
Fred Wells, CPT, The Wells Group<br />
Jack R. Welsh, CPT, The Boeing<br />
Company<br />
Ken Karl Westerlund, CPT, IST<br />
Debra S. Westlake, CPT, Business Matters<br />
Hugh Amory Wetmore, CPT, Williams<br />
Kevin Wheeler, CPT, PhD, Kaizen<br />
Company<br />
Chris<strong>to</strong>pher C. White, CPT, USCG–<br />
National Search & Rescue School<br />
Patricia H. White, CPT, Virginia<br />
Retirement System<br />
Andrea B. Widen, CPT, Abbott<br />
Debra Ann Wier, CPT, Delphi<br />
Corporation<br />
Martin B. Wikoff, CPT, PhD, KI<br />
Sheila Scanlon Wilkins, CPT, The<br />
Wilkins Group<br />
John T.R. Wilkinson, CPT, CTDP,<br />
DEMAEK Learning & Per<strong>for</strong>mance<br />
Solutions Inc.<br />
Art Willoughby, CPT, Lean Six Sigma<br />
College<br />
Kevin M. Wilson, CPT, MEd, Whole<br />
Elephant Consulting<br />
Michele Marie Wilson, CPT, State Farm<br />
Insurance Companies<br />
Michael C. Winder, CPT, Arthrex, Inc.<br />
Robert Winter, CPT<br />
Cheral A. Wintling, CPT, Naval<br />
Education and Training Command<br />
Harry W. Wittenberg, CPT, MA,<br />
Au<strong>to</strong>desk<br />
Klaus D. Wittkuhn, CPT, Per<strong>for</strong>mance<br />
Design <strong>International</strong> GmbH<br />
Jack Wolf, CPT, PhD, Lifelong Learning<br />
Partners<br />
L. Michael Wykes, CPT, Media 1<br />
Ann D. Yakimovicz, CPT, PhD, Atkins<br />
William Yeager, CPT, Department of<br />
Homeland Security<br />
Linda Susan Zehnbauer, CPT, GE Energy<br />
Susan E Zeigle, CPT, BP<br />
Martin E. Zink, CPT, The Boeing<br />
Company<br />
Johanna Zit<strong>to</strong>, CPT, JZ Consulting and<br />
Training LLC
Monday April 23 • 7:00-11:15 am<br />
7:00-8:00 am<br />
Career Center Workshop<br />
Community Center, Shera<strong>to</strong>n<br />
Hall E, Lower Concourse<br />
Creating Powerful Resumes<br />
Marshall Brown, President, Marshall Brown &<br />
Associates<br />
Are you marketing your skills and accomplishments<br />
effectively? Would you hire yourself ?<br />
In <strong>to</strong>day’s highly competitive job market, your<br />
resume needs <strong>to</strong> be powerful and stand out from<br />
<strong>the</strong> competition. It needs <strong>to</strong> attract <strong>the</strong> attention<br />
of hiring authorities, showcase your relevant work<br />
background and demonstrate that you have <strong>the</strong><br />
right qualifications <strong>for</strong> <strong>the</strong> job. Join Marshall as<br />
he reviews how <strong>to</strong> identify key work expertise<br />
and experiences and how <strong>to</strong> bundle <strong>the</strong>m <strong>to</strong>ge<strong>the</strong>r<br />
<strong>to</strong> develop a resume projecting your unique professional<br />
brand. He will also discuss important<br />
computer <strong>for</strong>mats and <strong>the</strong> use of keys words when<br />
submitting your resume online.<br />
8:00-9:30 am<br />
Keynote Presentation<br />
Join us as we announce <strong>the</strong> winner of ISPI’s 4th<br />
Annual University Case Study Competition and hear<br />
what Eric Landen has <strong>to</strong> say about The Business<br />
of Nature.<br />
Grand West & Centre, Lower Concourse<br />
The Business of Nature–<br />
Appreciating Nature’s Value<br />
Eric Landen, President & CEO, Landen Consulting<br />
How does nature support your core<br />
business operations? Is it possible<br />
<strong>for</strong> organizations <strong>to</strong> pursue sustainability<br />
in a fiscally-responsible way<br />
<strong>to</strong> benefit organizations while preserving<br />
nature’s balance? How does nature present<br />
business risks and also new opportunities? Learn<br />
how companies and organizations are using<br />
market-based solutions and <strong>the</strong> next generation of<br />
environmental business strategies <strong>to</strong> address environmental<br />
challenges and realities with success.<br />
Eric Landen, a leading environmental and organizational<br />
business strategist, will share approaches<br />
and <strong>to</strong>ols <strong>to</strong> change <strong>the</strong> language of sustainability<br />
from “cost savings and efficiency” <strong>to</strong> “revenue generation<br />
and risk mitigation” <strong>to</strong> help organizations<br />
incorporate ecosystem interaction and ecosystem<br />
health in<strong>to</strong> corporate balance sheets and strategic<br />
decision-making. Widening <strong>the</strong> traditional frame<br />
of reference <strong>for</strong> sustainability surpasses short-term<br />
economic returns/revenues and considers <strong>the</strong> true,<br />
long-term economic costs of ecological and social<br />
degradation. These approaches can benefit organizations<br />
of all sizes <strong>to</strong> unlock <strong>the</strong> business value of<br />
<strong>the</strong>ir environmental assets and <strong>to</strong> reap economic,<br />
environmental, and social benefits of running a<br />
sustainable operation.<br />
9:30-10:00 am<br />
Community Center, Shera<strong>to</strong>n<br />
Hall E, Lower Concourse<br />
Coffee Break<br />
10:00-11:15 am<br />
Masters Series<br />
Presentations<br />
The speakers selected by ISPI President Judith Hale,<br />
CPT, PhD, represent our worldwide reach and focus<br />
on what ISPI members are doing <strong>to</strong> build capacity in<br />
o<strong>the</strong>r countries and organizations. Participants select<br />
one presentation <strong>to</strong> attend.<br />
Osgoode Ballroom West, Lower Concourse<br />
Improving Per<strong>for</strong>mance in Latin America<br />
Ivan D. Cortes, CPT, Founder & Managing Partner,<br />
Use Ideas LLC and Seven Per<strong>for</strong>mance Improvement<br />
Consulting Ltda.<br />
Most leaders and workplace<br />
professionals in Latin America<br />
are unaware of “our” method <strong>to</strong><br />
improve results and solve people’s<br />
problems. They learn RSVP<br />
principles with curiosity and ADDIE steps with<br />
expectation. Local corporations, multinationals,<br />
associations, and non-<strong>for</strong>-profit organizations in<br />
Guatemala, Colombia, Brazil, Peru, and Chile<br />
are adopting HPT. This session will share real<br />
cases <strong>to</strong> exemplify what is adopted earlier and<br />
more easily, what takes longer and is harder, and<br />
explore reasons behind it?<br />
Grand East, Lower Concourse<br />
Per<strong>for</strong>mance Improvement:<br />
A Concept that Changed <strong>the</strong> World (and<br />
our way of how <strong>to</strong> lead a good life)<br />
Klaus D. Wittkuhn, CPT, Founder & Managing Partner,<br />
per<strong>for</strong>mance design international<br />
An illustrated journey in<strong>to</strong> <strong>the</strong><br />
economy, financial crisis, and every<br />
day life along famous works of<br />
architecture, art, science, and<br />
technological developments.<br />
What does modern architecture, art, technology,<br />
and recent <strong>the</strong> financial crisis tell us about our way<br />
of thinking about improvement? How does this<br />
thinking influence our way of living? How does<br />
it influence our way of doing business? How<br />
does it spread across <strong>the</strong> globe? And finally:<br />
How does it fire back on us? This presentation<br />
will look at <strong>the</strong> bright and <strong>the</strong> dark aspects of our<br />
thinking and eventually draw some conclusions<br />
<strong>for</strong> <strong>the</strong> fur<strong>the</strong>r development of our concepts<br />
emphasizing a global perspective. Along <strong>the</strong> way,<br />
it tries <strong>to</strong> challenge your framework of per<strong>for</strong>mance<br />
improvement while, at <strong>the</strong> same time, taking<br />
you on a fun ride through many areas of your life<br />
showing connections and effects you might not<br />
have been aware of. You will leave <strong>the</strong> presentation<br />
with food <strong>for</strong> thought, food <strong>for</strong> fur<strong>the</strong>r discussion,<br />
and <strong>the</strong> good feeling of an intellectual roller<br />
coaster ride.<br />
Shera<strong>to</strong>n Hall C, Lower Concourse<br />
Per<strong>for</strong>mance Improvement in China:<br />
The Bausch & Lomb Project<br />
Hong Yi, Vice President & Board Member, Sinotrac<br />
Consulting and Frank Q. Fu, PhD, Assistant Professor<br />
of Marketing, University of Missouri, St. Louis<br />
This session illustrates<br />
<strong>the</strong> universality<br />
of Human Per<strong>for</strong>mance<br />
Technology.<br />
Ms. Yi and Dr. Fu<br />
will begin by providing background on how <strong>the</strong><br />
evolving political and marketplace dynamics occurring<br />
in China have set <strong>the</strong> stage <strong>for</strong> embracing<br />
HPT. Next, <strong>the</strong>y will explain how <strong>the</strong>y applied<br />
HPT <strong>to</strong> help Bausch & Lomb recover its position<br />
as a leader in <strong>the</strong> marketplace, and how <strong>the</strong>y have<br />
used what <strong>the</strong>y learned <strong>to</strong> bring awareness of and<br />
support <strong>for</strong> HPT in China.<br />
Monday<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
39
Monday April 23 • 11:30 am–1:00 pm<br />
11:30 am-1:00 pm<br />
Educational Sessions<br />
Analysis<br />
Conference Room H, Mezzanine<br />
Are Your SMART Goals Really Smart?<br />
Glenn Hughes, Direc<strong>to</strong>r of Global Learning,<br />
KLA-Tencor Corporation<br />
The SMART goal framework is documented in<br />
more than 400 books, taught in countless workshops,<br />
and used by many organizations. It is<br />
popular, but it does not appear <strong>to</strong> be working.<br />
Research shows that most goals fail <strong>the</strong> SMART<br />
criteria—badly. In this session, you will use <strong>the</strong><br />
“SMARTometer,” <strong>the</strong> first <strong>to</strong>ol <strong>for</strong> measuring <strong>the</strong><br />
effectiveness of SMART goals, <strong>to</strong> analyze your<br />
goals. Next, you will learn how <strong>to</strong> write breakthrough<br />
SMART goals that create alignment.<br />
Participants will be able <strong>to</strong>:<br />
• Assess goals using <strong>the</strong> SMARTometer.<br />
• Develop a breakthrough SMART goal that creates<br />
clarity and alignment.<br />
• Identify strategies <strong>for</strong> successfully implementing<br />
SMART goals in <strong>the</strong>ir organization.<br />
Audience Level: Intermediate<br />
The Business of HPT<br />
Conference Room B, Mezzanine<br />
A-B-C-D, B-I-N-G-O, H-P-T: How Do You<br />
Apply It?<br />
Eileen D. Maeso, CPT, Instructional Systems Specialist,<br />
USCG/<strong>International</strong> Division<br />
With all of those acronyms, what is HPT and how<br />
do you apply it? How does it differ from ISD?<br />
What is ADDIE? If you are new <strong>to</strong> human per<strong>for</strong>mance<br />
technology (HPT), this session is <strong>for</strong><br />
you! Join this hands-on session and receive <strong>the</strong><br />
<strong>to</strong>ols <strong>to</strong> not just understand but apply HPT!<br />
Learn from and explore real-life examples from<br />
someone who has filled <strong>the</strong> role of instructional<br />
designer, developer, e-learning developer, and<br />
is a Certified Per<strong>for</strong>mance Technologist.<br />
Participants will be able <strong>to</strong>:<br />
• Apply <strong>the</strong> HPT guidelines.<br />
• Use <strong>the</strong> ISPI HPT <strong>to</strong>ols.<br />
• Make <strong>the</strong> relationship between <strong>the</strong>ory and<br />
practice by applying HPT <strong>to</strong>ols in a scenariobased<br />
<strong>for</strong>mat.<br />
Audience Level: Beginning<br />
Conference Room C, Mezzanine<br />
HPT in Real Life: An Interactive<br />
Simulation<br />
Patricia S. Radakovich, CPT, CPLP, President/<br />
Per<strong>for</strong>mance Consultant, SHARK Consulting Group<br />
Are you confused by <strong>the</strong> HPT process? Are you<br />
intrigued by HPT but haven’t had <strong>the</strong> opportunity<br />
<strong>to</strong> practice it? If so, join <strong>the</strong> speaker <strong>for</strong> this<br />
interactive, activity-based session <strong>to</strong> work on an<br />
HPT project simulation. Whe<strong>the</strong>r you are an<br />
external consultant or an internal practitioner, this<br />
one-of-a-kind experience will allow you <strong>to</strong> build<br />
competencies, gain valuable insight in<strong>to</strong> <strong>the</strong> field,<br />
and see <strong>the</strong> practical application of <strong>the</strong> CPT<br />
Standards in a safe setting.<br />
Participants will be able <strong>to</strong>:<br />
• Change a training request in<strong>to</strong> an HPT project.<br />
• Select and prioritize in<strong>for</strong>mation gained from<br />
analysis.<br />
• Design interventions that link <strong>to</strong> causes.<br />
• Present and sell interventions <strong>to</strong> stakeholders.<br />
Audience Level: Beginning<br />
York, Mezzanine<br />
Using HPT <strong>for</strong> New Application Success<br />
Vicky Jarosz, CPT, Partner/EVP-Innovative Per<strong>for</strong>mance<br />
Optimization Practice and Lisa Lange, Senior<br />
Instructional Designer, i3Logic<br />
When a new application is implemented, <strong>the</strong> implementation<br />
team and leaders frequently expect<br />
that <strong>the</strong> users will adapt quickly once <strong>the</strong>y understand<br />
its superiority <strong>to</strong> <strong>the</strong> previous system and<br />
once <strong>the</strong>y have been trained in its use. Consequently,<br />
<strong>the</strong>y are just as often surprised by <strong>the</strong><br />
resistance of users. It takes more than training <strong>to</strong><br />
make an implementation successful—it takes<br />
human per<strong>for</strong>mance technology (HPT). Learn <strong>to</strong><br />
create workable strategies, based on HPT, <strong>for</strong> success.<br />
Participants will be able <strong>to</strong>:<br />
• Determine how <strong>to</strong> develop a high-level<br />
strategy <strong>for</strong> implementing a new application.<br />
• Explain <strong>the</strong> criticality of providing context<br />
<strong>for</strong> <strong>the</strong> user when learning <strong>the</strong> application.<br />
• Describe change accelera<strong>to</strong>rs and <strong>the</strong>ir<br />
influence on application initiatives.<br />
• Develop criteria <strong>to</strong> define a successful<br />
application implementation.<br />
• Describe strategies <strong>for</strong> learning, communication,<br />
and motivation <strong>for</strong> an application<br />
implementation.<br />
Audience Level: Intermediate<br />
Shera<strong>to</strong>n Hall C, Lower Concourse<br />
What Exactly Is Per<strong>for</strong>mance?<br />
Continuing <strong>the</strong> Dialogue<br />
Danny Langdon and Kathleen Whiteside, Per<strong>for</strong>mance<br />
<strong>International</strong>, and Anne Marrelli, PhD, Federal<br />
Aviation Administration (modera<strong>to</strong>r)<br />
In <strong>the</strong> September, 2010 issue of <strong>the</strong> Per<strong>for</strong>mance<br />
Improvement journal, Danny Langdon penned<br />
an article titled, “Mind <strong>the</strong> Per<strong>for</strong>mance.” The<br />
premise of <strong>the</strong> article was: ISPI must develop an<br />
accepted definition of per<strong>for</strong>mance/work if we<br />
are ever <strong>to</strong> become a science that is used daily by<br />
workers, managers, and executives. A subsequent<br />
special issue of ISPI’s Per<strong>for</strong>mance Improvement<br />
journal (Oc<strong>to</strong>ber 2011), edited by Dr. Anne<br />
Marrelli, expanded <strong>the</strong> dialogue by suggesting <strong>the</strong><br />
adoption of a universal “model” <strong>for</strong> approaching<br />
per<strong>for</strong>mance improvement; specifically <strong>the</strong> Language<br />
of Work. In this session, we will continue<br />
<strong>the</strong> dialogue by examining various “models” and<br />
paradigm. A new definition of Models and Paradigms<br />
will be suggested <strong>to</strong> clarify and expand <strong>the</strong><br />
dialogue of what is per<strong>for</strong>mance and how is it<br />
approached. You won’t get all <strong>the</strong> answers, but you<br />
will exit with some new and useful things <strong>to</strong> think<br />
about when it comes <strong>to</strong> <strong>the</strong> application of HPT.<br />
Participants will be able <strong>to</strong>:<br />
• Identify <strong>the</strong> elements that comprise a<br />
behavioral view of a model of per<strong>for</strong>mance.<br />
• Learn a functional definition of Model and<br />
Paradigm and how <strong>the</strong>y relate <strong>for</strong> practical use.<br />
• Compare various “models” <strong>to</strong> identify which<br />
meet <strong>the</strong> criteria of a model that captures<br />
per<strong>for</strong>mance/work.<br />
• Evaluate various “models” <strong>to</strong> identify which<br />
meet <strong>the</strong> criteria of a paradigm relative <strong>to</strong><br />
meeting per<strong>for</strong>mance needs (i.e. optimizing<br />
business per<strong>for</strong>mance).<br />
• See how <strong>the</strong> Language of Work model and<br />
paradigm meet numerous per<strong>for</strong>mance needs.<br />
Audience Level: Beginning<br />
Instructional Interventions<br />
Windsor East, Mezzanine<br />
The Generation Gap—Fact or Fiction?<br />
Brett Christensen, CPT, Lieutenant Commander and<br />
Remi Tremblay, Lieutenant Commander, Canadian<br />
Forces<br />
The debate on how generational differences in <strong>the</strong><br />
classroom and <strong>the</strong> workplace affect learning and<br />
per<strong>for</strong>mance continues. There have been alarm<br />
40 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
Monday April 23 • 11:30 am–1:00 pm<br />
bells raised claiming that schools must change <strong>to</strong><br />
address <strong>the</strong> needs of <strong>the</strong> Net Generation. Join us<br />
<strong>for</strong> an interactive and engaging examination of <strong>the</strong><br />
literature as we sort out <strong>the</strong> evidence-based<br />
“wheat” from <strong>the</strong> anecdotal “chaff.”<br />
Participants will be able <strong>to</strong>:<br />
• Identify <strong>the</strong> characteristics of <strong>the</strong> four generations<br />
currently in <strong>the</strong> workplace.<br />
• Recognize anecdotal in<strong>for</strong>mation regarding<br />
<strong>the</strong> differences in learning by generation.<br />
• Recognize evidence-based in<strong>for</strong>mation regarding<br />
<strong>the</strong> differences in learning by generation.<br />
• Discuss best practices in addressing multiple<br />
generations in learning and per<strong>for</strong>mance<br />
situations.<br />
Audience Level: Beginning<br />
Measurement and Evaluation<br />
Shera<strong>to</strong>n Hall B, Lower Concourse<br />
Are Your Per<strong>for</strong>mance Data Worthwhile<br />
or Worthless?<br />
Ingrid Guerra-Lopez, PhD, Associate Professor Direc<strong>to</strong>r,<br />
Institute <strong>for</strong> Learning & Per<strong>for</strong>mance Improvement,<br />
Wayne State University, and Mary Norris Thomas,<br />
CPT, PhD, CEO, The Fleming Group, LLC<br />
Data-driven decisions can be about as good as<br />
guessing, if <strong>the</strong> data you are using are not relevant,<br />
reliable, valid, and complete. Sometimes, <strong>the</strong>se<br />
data are not available; o<strong>the</strong>r times, <strong>the</strong> overabundance<br />
of data makes it nearly impossible <strong>to</strong><br />
distinguish between worthwhile and worthless. If<br />
you are interested in developing your credibility<br />
through consistent and measurable results, come<br />
<strong>to</strong> this presentation and walk away with simple application<br />
<strong>to</strong>ols that will ensure your decisions are<br />
driven by <strong>the</strong> right data.<br />
Participants will be able <strong>to</strong>:<br />
• Explore <strong>the</strong> decision-making process.<br />
• Identify various ways of getting data.<br />
• Identify how <strong>to</strong> relate data <strong>to</strong> worthy results.<br />
• Apply a data evaluation framework <strong>to</strong> find<br />
useful data.<br />
• Apply an evidenced-based decision-making<br />
process.<br />
Audience Level: Intermediate<br />
Organizational Design<br />
Interventions<br />
Conference Room G, Mezzanine<br />
2 in<strong>to</strong> 1= Efficiency, Effectiveness,<br />
and Economy<br />
James H. Craumer, Senior Instructional Designer, U.S.<br />
Coast Guard TRACEN Cape May<br />
This session will provide participants a <strong>to</strong>ol <strong>to</strong> aid<br />
<strong>the</strong>ir organization in aligning training with per<strong>for</strong>mance,<br />
efficiently and effectively, while saving<br />
<strong>the</strong> organization valuable training dollars. We will<br />
discuss <strong>the</strong> benefits of combining multiple training<br />
<strong>program</strong>s in<strong>to</strong> a single streamlined <strong>program</strong>.<br />
Key takeaways are: look <strong>for</strong> opportunities <strong>to</strong> consolidate<br />
training <strong>program</strong>s, identify ways <strong>to</strong> apply<br />
adult learning <strong>the</strong>ory <strong>to</strong> a <strong>program</strong>’s structure, and<br />
empower your instruc<strong>to</strong>r creativity and initiative<br />
while looking at a reduction in training cost.<br />
Participants will be able <strong>to</strong>:<br />
• Combine training <strong>program</strong>s <strong>to</strong> see increased<br />
efficiency in resource usage.<br />
• Design <strong>the</strong> <strong>program</strong> <strong>to</strong> leverag Vygotsky’s Zone<br />
of Proxima.<br />
• Develop <strong>to</strong> maximize desired outcomes.<br />
• Design a lesson plan <strong>to</strong> maximize Douglas<br />
McGregor’s concept of “Theory Y Management”<br />
<strong>to</strong> empower instruc<strong>to</strong>rs during course delivery.<br />
• Demonstrate effective closure of training or<br />
per<strong>for</strong>mance gaps.<br />
• Demonstrate reduction in training budget.<br />
Audience Level: Intermediate<br />
Process or Tool Interventions<br />
Conference Room F, Mezzanine<br />
Smarter Meetings: Engage Everyone,<br />
Get More Done<br />
Bob Wiele, President & Founder, OneSmartWorld, and<br />
Pam August, Organizational Development Specialist,<br />
WestJet Airlines<br />
Why do so many smart people waste so much of<br />
<strong>the</strong>ir valuable time in meetings that accomplish so<br />
little? Learn how WestJet achieved a 558% return<br />
on investment, by training managers in a new lean<br />
meeting management system. This highly interactive<br />
session describes <strong>the</strong> methodology and gives<br />
participants <strong>the</strong> opportunity <strong>to</strong> practice it and<br />
design a disciplined thinking process <strong>for</strong> meetings.<br />
Experience how <strong>to</strong> use “rules of engagement”<br />
<strong>to</strong> keep everyone on track <strong>to</strong> get great results.<br />
Participants will be able <strong>to</strong>:<br />
• Apply a methodology that results in increased<br />
collaboration and teamwork.<br />
• Use a new lean meetings management system<br />
with a common language <strong>to</strong> plan collaborative<br />
meetings.<br />
• Practice skills in participating in a smarter<br />
meeting.<br />
• Plan a 30-minute step-by-step thinking process<br />
<strong>for</strong> a one-on-one meeting, matching thinking<br />
<strong>to</strong> task requirements.<br />
• Improve future meetings using a four-question<br />
evaluation <strong>for</strong>mat.<br />
Audience Level: Intermediate<br />
Research <strong>to</strong> Practice<br />
Conference Room E, Mezzanine<br />
Action Research in An HPT Context<br />
Minjing Duan, Research Assistant, Indiana University<br />
Action research has seen a wide range of practice<br />
in practitioner-oriented fields such as medicine,<br />
education, and social work. In HPT, however,<br />
little has been discussed regarding what action<br />
research is and its application. There<strong>for</strong>e, <strong>the</strong> goal<br />
of <strong>the</strong> session is (1) <strong>to</strong> identify key attributes of<br />
action research (2) <strong>to</strong> propose an action research<br />
based framework relevant <strong>to</strong> <strong>the</strong> field, and (3) <strong>to</strong><br />
analyze <strong>the</strong> applicability of <strong>the</strong> framework within<br />
an HPT context.<br />
Participants will be able <strong>to</strong>:<br />
• Identify <strong>the</strong> attributes of action research including<br />
its definitions, processes, and characteristics.<br />
• Differentiate between action research, applied<br />
research, and traditional research.<br />
• Identify similarities and differences between<br />
action research and per<strong>for</strong>mance technology in<br />
<strong>the</strong>ir <strong>the</strong>oretical foundations, processes, and<br />
applications.<br />
• Practice core concepts and processes of action<br />
research in an HPT context.<br />
• Analyze a HPT case from an action research<br />
process perspective and apply such a framework<br />
<strong>to</strong> solve HPT issues.<br />
Audience Level: Intermediate<br />
Monday<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
41
Monday April 23 • 11:30 am–2:00 pm<br />
Conference Room D, Mezzanine<br />
Where <strong>the</strong> Per<strong>for</strong>mance Issues Are—<br />
and Are Not<br />
James A. Marken, PhD, Assistant Professor, Old<br />
Dominion University, and Timothy J. Quiram,<br />
Deputy Direc<strong>to</strong>r PTC, U.S. Coast Guard<br />
It has long been claimed that 80% of <strong>the</strong> time,<br />
per<strong>for</strong>mance issues are found in <strong>the</strong> environment,<br />
not <strong>the</strong> individual. However, <strong>the</strong>re is little empirical<br />
data <strong>to</strong> back that claim. We sampled <strong>the</strong> U.S.<br />
Coast Guard’s massive Per<strong>for</strong>mance Analysis<br />
database <strong>to</strong> classify <strong>the</strong> findings and interventions.<br />
Using three different coding schemes—one based<br />
on Gilbert, one on Harless, and one on Binder—<br />
we found broad support <strong>for</strong> <strong>the</strong> 80% claim.<br />
Participants will be able <strong>to</strong>:<br />
• Cite empirical research in support of <strong>the</strong><br />
80% claim.<br />
• Identify schema <strong>for</strong> classifying per<strong>for</strong>mance<br />
barriers.<br />
• Identify specific environmental barriers <strong>to</strong><br />
per<strong>for</strong>mance.<br />
Audience Level: Beginning<br />
1:00-2:00 pm<br />
Attendee Lunch<br />
On Own<br />
Shera<strong>to</strong>n Hall A, Lower Concourse<br />
ISPI Business Meeting<br />
All <strong>conference</strong> attendees are invited <strong>to</strong> attend<br />
and participate in ISPI’s Annual Business<br />
Meeting. Important issues facing <strong>the</strong> <strong>Society</strong><br />
will be addressed by members of <strong>the</strong> Board<br />
of Direc<strong>to</strong>rs.<br />
LET’S TALK<br />
ABOUT THE<br />
ELEPHANT<br />
IN THE ROOM<br />
Hi,<br />
my name is Earl <strong>the</strong> Elephant. For years<br />
I’ve been in <strong>the</strong> room.<br />
Sometimes people<br />
don’t want <strong>to</strong> talk about me and that hurts.<br />
Under this <strong>to</strong>ugh skin, lies a soft heart.<br />
Turn<br />
around, I’m right behind you. You see,<br />
<strong>the</strong><br />
thing is,<br />
I’m no ordinary elephant.<br />
I’m a<br />
research elephant,<br />
<strong>the</strong> kind that helps you<br />
push your per<strong>for</strong>mance improvement projects<br />
<strong>for</strong>ward.<br />
As a research elephant,<br />
I need a good<br />
foundation,<br />
and that’s not alwa ys easy <strong>to</strong> find.<br />
w<br />
There are only a fe<br />
ew things that can handle<br />
with weight of this research elephant.<br />
The<br />
articles<br />
in Per<strong>for</strong>mance Impr<br />
ovement Quarterly<br />
hav<br />
e alwa ys been strong enough <strong>to</strong> support<br />
me. To show you how durable <strong>the</strong> research<br />
is,<br />
I’m standing on three legs just <strong>to</strong> prove my<br />
point.<br />
If this journal can support my weight,<br />
<strong>the</strong>n surely it can support your per<strong>for</strong>mance<br />
improvement ef<strong>for</strong>ts.<br />
When you need a strong<br />
foundation <strong>to</strong> stand on, turn <strong>to</strong><br />
PIQ.<br />
Besides, when have you ever er seen an elephant<br />
stand on three legs <strong>for</strong> any o<strong>the</strong>r journal?<br />
42 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
Anniversary Barrel<br />
April 23 • 2:00–4:00 pm<br />
Grand West & Centre, Lower Concourse<br />
Join us <strong>for</strong> our last event celebrating ISPI’s 50th Anniversary followed by <strong>the</strong> changing of <strong>the</strong> Board of Direc<strong>to</strong>rs. We’ll end our <strong>conference</strong> celebration with<br />
this fun and highly energetic tradition featuring roundtables hosted by experts in <strong>the</strong> field. Presenters deliver three, 20-minute presentations on <strong>to</strong>pics of <strong>the</strong>ir<br />
choice. Between presentations, attendees enjoy a short break with complimentary refreshments be<strong>for</strong>e selecting <strong>the</strong>ir next <strong>to</strong>pic. This <strong>for</strong>mat is repeated three<br />
times. *Indicates a Past President.<br />
1 A Unique Approach <strong>to</strong> Coaching That You Will Never Forget ..............................................................David Livings<strong>to</strong>n and Michelle Benning<br />
2 Align, Activate, and Assess Using Bloom’s Taxonomy ................................................................................Janet Buckenmeyer<br />
3 Bloom’s or Bust: ISD and Learning Outcomes ............................................................................................Charlotte Chase<br />
4 *Can You Define Per<strong>for</strong>mance?—Learn How .............................................................................................Danny Langdon and Kathleen Whiteside<br />
5 Conducting an Operational Analysis: Getting it Done .............................................................................Gary W. Craig<br />
6 Decision Scenarios <strong>for</strong> Mobile Support and Instruction............................................................................John Gibbs and Julia Suk<br />
7 *Defining and Using Organizational Vital Signs <strong>to</strong> Add Measurable Value <strong>to</strong> All Partners ..............Roger Kaufman<br />
8 Design Session Success: Tips and Tools.........................................................................................................Lisa Lange<br />
9 Destroying Results: Misapplications of Supply Chain Management <strong>to</strong> Service Procurement ..........M. Mari Novak<br />
10 DHS Components Work <strong>to</strong> Embody ISPI Standards................................................................................Glenda Feldt and William Yeager<br />
11 *Discussing Tips <strong>for</strong> Pilot-Testing Instructional Content..........................................................................Guy W. Wallace<br />
12 *Follower Fitness: Formula <strong>for</strong> Per<strong>for</strong>mance.................................................................................................Clare Elizabeth Carey<br />
13 Funny Business: Lessons from <strong>the</strong> Sunday Comics .....................................................................................Brian Remer<br />
14 Global Per<strong>for</strong>mance: Driving Business Per<strong>for</strong>mance Across Cultures ....................................................Edward P. Nathan<br />
15 Going Green: Transitioning <strong>to</strong> Web-based Satisfaction Surveys..............................................................Hillary Leigh<br />
16 How <strong>to</strong> Become a Backyard HPT Researcher..............................................................................................Tim Brock and Peggy Meli<br />
17 How <strong>to</strong> Design a Per<strong>for</strong>mance Improvement Management System ........................................................Belia Nel<br />
18 Human Systems Integration: HPT <strong>for</strong> System Engineers..........................................................................Mark D. Ru<strong>the</strong>r<strong>for</strong>d<br />
19 Implementing HPT <strong>to</strong> Change Construction Industry Behavior: A Case Study ................................John Schehl and Kevin Wilson<br />
20 *Interventions: X-finity of Opportunity .......................................................................................................Darlene Van Tiem and James Moseley<br />
21 No More Assessments: An Affirmative Scientific Approach.....................................................................Rick Grbavac<br />
22 Organizational Per<strong>for</strong>mance: Getting Beyond an Individual Focus........................................................J. Robert “Bob” Carle<strong>to</strong>n<br />
23 Per<strong>for</strong>mance Applications: Project and Process Management ..................................................................David Moniz, Tim Ferron, and Fred Stewart<br />
24 *Per<strong>for</strong>mance Architecture: The Art and Science of Improving Organizations ...................................Roger Addison<br />
25 Per<strong>for</strong>mance Improvement Inspirations: Mine and Yours .........................................................................Carl Binder<br />
26 Per<strong>for</strong>mance Through <strong>the</strong> Lens of Organization Design...........................................................................Ria Roy<br />
27 Rapid Pro<strong>to</strong>typing—Tool <strong>to</strong> Streamline Training Design ........................................................................James H. Craumer<br />
28 Selecting Effective Media Through Collaboration .....................................................................................Chris Adams<br />
29 *Selling HPT <strong>to</strong> Leaders....................................................................................................................................Judith A. Hale<br />
30 *Seriously, There’s No Time <strong>for</strong> Design .........................................................................................................Jeanne Farring<strong>to</strong>n<br />
31 Six Ways <strong>to</strong> Measure <strong>the</strong> Impact of Learning................................................................................................Shawn Overcast and John Mat<strong>to</strong>x<br />
32 Strategic Evaluation: JetBlue’s Unique Approach ........................................................................................Teri Schmidt and Amy Legge<br />
33 Strategies <strong>for</strong> Developing a Contemporary Training Curriculum ...........................................................Dawn Snyder<br />
34 *Successfully Completing a Doc<strong>to</strong>ral Dissertation......................................................................................Harold S<strong>to</strong>lovitch<br />
35 *Talent Management with Men<strong>to</strong>ring............................................................................................................Margo Murray<br />
36 The Manager’s Role in Improving Workplace ..............................................................................................Roger Chevalier<br />
37 Theme-Based Gaming Across Delivery Modes............................................................................................Theresa Morris<br />
38 Transitioning from Training <strong>to</strong> Per<strong>for</strong>mance-based Learning...................................................................Gary DePaul and Rich Lima<br />
39 Use Market Research: Impact Per<strong>for</strong>mance and Profits!............................................................................Sonia Di Maulo<br />
40 Using “Per<strong>for</strong>mance Modes” in Your HPT Solutions.................................................................................Bill Blunt and Evelyn Elias<br />
41 We’re All Being Evaluated .................................................................................................................................Glenn Hughes<br />
Monday<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
43
Anniversary Barrel April 23 • 2:00–4:00 pm<br />
1. A Unique Approach <strong>to</strong> Coaching<br />
That You Will Never Forget<br />
David Livings<strong>to</strong>n and Michelle Benning<br />
If you are new <strong>to</strong> coaching or have coaching experience,<br />
this roundtable is <strong>for</strong> you. Our unique<br />
approach ensures you will learn <strong>the</strong> coaching<br />
process and knowledge of <strong>the</strong> key competencies<br />
necessary <strong>to</strong> be an effective coach. At <strong>the</strong> conclusion<br />
of <strong>the</strong> presentation, you will be able <strong>to</strong><br />
demonstrate <strong>the</strong> coaching process and walk away<br />
with actionable steps <strong>to</strong> achieve a personal or professional<br />
goal.<br />
2. Align, Activate, and Assess Using<br />
Bloom’s Taxonomy<br />
Janet Buckenmeyer<br />
Bloom’s Taxonomy classifies learning in<strong>to</strong> six levels—from<br />
simple recall <strong>to</strong> increasingly more<br />
complex abstractions. Recognizing its value <strong>for</strong> instructional<br />
planning and using <strong>the</strong> taxonomy as a<br />
framework, we have identified practical instructional<br />
strategies and related technology <strong>to</strong>ols <strong>to</strong><br />
construct learning activities at each level of<br />
Bloom’s Taxonomy. This roundtable will provide<br />
examples (and a valuable job aid) that can be directly<br />
applied <strong>to</strong> any learning situation.<br />
3. Bloom’s or Bust: ISD and Learning<br />
Outcomes<br />
Charlotte Chase<br />
This roundtable describes a method that emphasizes<br />
<strong>the</strong> organization and transferability of<br />
learning outcomes and levels <strong>to</strong> corporate, military,<br />
and o<strong>the</strong>r environments. In a systematic<br />
manner, <strong>the</strong> application of Bloom’s Taxonomy encompasses<br />
all of <strong>the</strong> elements that are critical <strong>to</strong><br />
building a measurable course structure based upon<br />
<strong>the</strong> varying capabilities of participants. This presentation<br />
is particularly helpful <strong>for</strong> those who<br />
organize curriculum.<br />
4. Can You Define Per<strong>for</strong>mance? Learn<br />
How<br />
Danny Langdon and Kathleen Whiteside<br />
The key <strong>to</strong> success with your clients is <strong>to</strong> facilitate<br />
<strong>the</strong>m in defining <strong>the</strong>ir organization’s work per<strong>for</strong>mance<br />
and needs <strong>to</strong> solution. Tell us how you<br />
define per<strong>for</strong>mance and work. Then learn how <strong>to</strong><br />
use <strong>the</strong> Language of Work model <strong>to</strong> meet over 50<br />
per<strong>for</strong>mance needs. See how <strong>to</strong> establish and<br />
maintain optimal per<strong>for</strong>mance. Create <strong>the</strong> power<br />
of transparency. Make human per<strong>for</strong>mance technology<br />
something your clients internalize.<br />
5. Conducting an Operational Analysis:<br />
Getting It Done<br />
Gary W. Craig<br />
If you are called upon <strong>to</strong> do an “operational analysis,”<br />
where do you start? What do you look <strong>for</strong>?<br />
How do you go about it? Participants can learn<br />
from a recent client project that encompassed data<br />
ga<strong>the</strong>ring from <strong>the</strong> board <strong>to</strong> <strong>the</strong> shop floor. Learn<br />
<strong>to</strong> develop sound tactical approaches and methods<br />
in getting <strong>to</strong> “how <strong>the</strong> place really works.” Differentiate<br />
critical differences between efficiency<br />
and effectiveness in getting <strong>to</strong> what helps overall<br />
per<strong>for</strong>mance.<br />
6. Decision Scenarios <strong>for</strong> Mobile<br />
Support and Instruction<br />
John Gibbs and Julia Suk<br />
Due <strong>to</strong> <strong>the</strong> volatility and popularity of mobile<br />
technologies, support and instructional solutions<br />
using <strong>the</strong>m often are not made in fully systematic<br />
ways. But it is still possible <strong>to</strong> design well-reasoned<br />
approaches based on where your organization is<br />
<strong>to</strong>day. One-minute support and learning scenarios<br />
based on need, legacy investments, and even<br />
impulse decisions are examined in terms of appropriate<br />
technologies <strong>for</strong> <strong>the</strong> back end, <strong>the</strong> handheld<br />
devices <strong>the</strong>mselves, and <strong>the</strong> supporting communication<br />
infrastructure.<br />
CANCELLED<br />
7. Defining and Using Organizational<br />
Vital Signs <strong>to</strong> Add Measurable Value<br />
<strong>to</strong> All Partners<br />
Roger Kaufman<br />
We are committed <strong>to</strong> adding value <strong>for</strong> our clients.<br />
Defining and agreeing on what should be delivered<br />
and justifying <strong>the</strong> objectives that come from<br />
that are crucial. This roundtable suggests measurable<br />
organizational vital signs, similar <strong>to</strong> what<br />
physicians use, that can be used <strong>to</strong> define and deliver<br />
success.<br />
8. Design Session Success:<br />
Tips and Tools<br />
Lisa Lange<br />
Designs <strong>for</strong> learning interventions often start with<br />
a group of stakeholders and subject matter experts<br />
working with <strong>the</strong> instructional designer <strong>to</strong> determine<br />
a design. How do you avoid becoming<br />
burrowed in <strong>the</strong> weeds of details and accomplish<br />
what you need <strong>for</strong> a good design? Learn some tips<br />
and <strong>to</strong>ols based on <strong>the</strong> ADDIE model <strong>for</strong> defining<br />
a successful design session, <strong>the</strong>n achieving it.<br />
9. Destroying Results: Misapplications<br />
of Supply Chain Management <strong>to</strong><br />
Service Procurement<br />
M. Mari Novak<br />
The principles of supply chain management were<br />
developed <strong>to</strong> manage purchasing of commodities<br />
and control costs, timeliness, and quality. More<br />
frequently now, <strong>the</strong> approach is extending <strong>to</strong><br />
services, especially training and per<strong>for</strong>mance<br />
consulting. This builds in failure by disallowing<br />
discussions and gap analysis while demanding a<br />
response <strong>to</strong> <strong>the</strong> pre-decided solution. Negotiating<br />
on price with no evaluation of quality or per<strong>for</strong>mance.<br />
How do practitioners work with <strong>the</strong>se<br />
restrictions and approach <strong>to</strong> provide effective<br />
services? And win bids?<br />
10. DHS Components Work <strong>to</strong> Embody<br />
ISPI Standards<br />
Glenda Feldt and William Yeager<br />
The newest federal agency, <strong>the</strong> Department of<br />
Homeland Security (DHS), created a training system<br />
from <strong>the</strong> ground up. They recognized that<br />
agencies that cross streams and organizational<br />
lines of human per<strong>for</strong>mance technology (HPT)<br />
methodologies, processes, and policy streng<strong>the</strong>n<br />
per<strong>for</strong>mance improvement ef<strong>for</strong>ts. This roundtable<br />
highlights DHS component collaboration <strong>to</strong><br />
identify, analyze, and close per<strong>for</strong>mance gaps<br />
across mission areas. Learn how this young organization<br />
exemplifies <strong>the</strong> ISPI Standards of focus on<br />
results, take a systems view, add value, and utilize<br />
partnerships.<br />
11. Discussing Tips <strong>for</strong> Pilot-Testing<br />
Instructional Content<br />
Guy W. Wallace<br />
This roundtable will present a framework <strong>for</strong><br />
assessing instructional content post-development<br />
and pre-deployment and will facilitate a table<br />
discussion on <strong>to</strong>ols and techniques <strong>for</strong> ensuring<br />
per<strong>for</strong>mance impact, accuracy, completeness, and<br />
appropriateness both be<strong>for</strong>e and during a pilottest<br />
deployment ef<strong>for</strong>t.<br />
12. Follower Fitness: Formula <strong>for</strong><br />
Per<strong>for</strong>mance<br />
Clare Elizabeth Carey<br />
Look around you—do you have dynamic followers?<br />
Are <strong>the</strong>y willing <strong>to</strong> go <strong>the</strong> distance <strong>for</strong> <strong>the</strong>ir<br />
leader and <strong>the</strong>ir organization? There are three key<br />
components <strong>to</strong> cultivating exemplary followership.<br />
Come and learn about <strong>the</strong> proven traits<br />
of a fit follower and essential interventions that<br />
will help improve <strong>the</strong> per<strong>for</strong>mance of both subordinates<br />
and leaders. With a little bit of human<br />
per<strong>for</strong>mance technology exercise, your team can<br />
get in<strong>to</strong> shape in no time.<br />
44 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
Anniversary Barrel<br />
April 23 • 2:00–4:00 pm<br />
13. Funny Business: Lessons from <strong>the</strong><br />
Sunday Comics<br />
Brian Remer<br />
Per<strong>for</strong>mance improvement is no laughing matter,<br />
but it can be fun! Learn seven ways <strong>to</strong> use <strong>the</strong><br />
Sunday comics in a learning environment and<br />
discover how this quotidian resource can help<br />
your participants structure <strong>the</strong>ir knowledge, add<br />
meaning, and make an action plan <strong>for</strong> per<strong>for</strong>mance<br />
improvement.<br />
14. Global Per<strong>for</strong>mance: Driving Business<br />
Per<strong>for</strong>mance Across Cultures<br />
Edward P. Nathan<br />
This roundtable discussion will offer a practical<br />
approach <strong>to</strong> managing per<strong>for</strong>mance improvement<br />
processes across cultures. It will present <strong>the</strong> basic<br />
concepts and language of culture and review key<br />
cultural dimensions. It will provide practical examples<br />
of how those dimensions can affect our use<br />
of <strong>the</strong> Human Per<strong>for</strong>mance Improvement (HPI)<br />
model. We will conclude with an exercise examining<br />
how each step of <strong>the</strong> Human Per<strong>for</strong>mance<br />
Technology (HPT) model might be affected by<br />
cultural differences.<br />
15. Going Green: Transitioning <strong>to</strong><br />
Web-based Satisfaction Surveys<br />
Hillary Leigh<br />
Since 1993, Kaiser Permanente’s Sou<strong>the</strong>rn Cali<strong>for</strong>nia<br />
region has surveyed patients about<br />
interactions with <strong>the</strong>ir healthcare providers, and<br />
almost 50,000 questionnaires are mailed weekly.<br />
This comprehensive ef<strong>for</strong>t has resulted in improved<br />
per<strong>for</strong>mance and satisfaction. At <strong>the</strong> same<br />
time, <strong>the</strong> use of web-based surveys has grown outside<br />
<strong>the</strong> organization, af<strong>for</strong>ding opportunities <strong>for</strong><br />
cost savings, sustainability, and o<strong>the</strong>r non-tangible<br />
results. This roundtable describes lessons learned<br />
in <strong>the</strong> transition of a mature satisfaction survey<br />
process from paper <strong>to</strong> web.<br />
16. How <strong>to</strong> Become a Backyard HPT<br />
Researcher<br />
Tim Brock and Peggy Meli<br />
Would you like <strong>to</strong> conduct publishable research,<br />
but you are <strong>to</strong>o busy and your boss is not paying<br />
you <strong>to</strong> do research? What if you could do your job<br />
and improve your products without additional<br />
costs? This roundtable will present a framework<br />
practitioners can apply on <strong>the</strong> job <strong>to</strong> help add a<br />
tier of inquiry <strong>to</strong> <strong>the</strong>ir current business practices<br />
<strong>to</strong> produce practice-based research <strong>to</strong> advance<br />
human per<strong>for</strong>mance technology application<br />
scholarship and improve <strong>the</strong> quality of <strong>the</strong>ir work.<br />
17. How <strong>to</strong> Design a Per<strong>for</strong>mance<br />
Improvement Management System<br />
Belia Nel<br />
The human per<strong>for</strong>mance technology methodology<br />
is applied <strong>to</strong> design a per<strong>for</strong>mance improvement<br />
management system. This methodology aligns<br />
<strong>the</strong> individual per<strong>for</strong>mance outputs with organizational<br />
per<strong>for</strong>mance at strategic, process, and<br />
people levels. There is usually a misalignment in<br />
how individual and team per<strong>for</strong>mance is measured<br />
against strategy and business objectives. A vertical<br />
and horizontal per<strong>for</strong>mance alignment underpins<br />
<strong>the</strong> systems approach <strong>to</strong> per<strong>for</strong>mance, which<br />
aligns <strong>the</strong> individual and team per<strong>for</strong>mance with<br />
organizational per<strong>for</strong>mance.<br />
18. Human Systems Integration:<br />
HPT <strong>for</strong> System Engineers<br />
Mark D. Ru<strong>the</strong>r<strong>for</strong>d<br />
Human systems integration (HSI) is a technical<br />
and management approach <strong>to</strong> systems engineering<br />
intended <strong>to</strong> integrate <strong>the</strong> human with a materiel<br />
system in <strong>the</strong> most effective and efficient manner<br />
<strong>to</strong> achieve operational effectiveness within af<strong>for</strong>dability<br />
limits. HSI is analogous <strong>to</strong> human<br />
per<strong>for</strong>mance technology (HPT) in an engineering<br />
context, from <strong>the</strong> design and production of complex<br />
systems such as ships <strong>to</strong> smaller pieces of<br />
equipment. Mutual understanding of HSI and<br />
HPT enhances <strong>the</strong> practice of both applied disciplines.<br />
19. Implementing HPT <strong>to</strong> Change<br />
Construction Industry Behavior:<br />
A Case Study<br />
John Schehl and Kevin Wilson<br />
This roundtable presents a case study of how a<br />
construction industry implemented human per<strong>for</strong>mance<br />
technology that effectively changed<br />
behaviors of its entire work<strong>for</strong>ce and established<br />
new industry per<strong>for</strong>mance standards in safety.<br />
Through this change, fire loss claims were reduced<br />
by 700%, financial per<strong>for</strong>mance of contrac<strong>to</strong>rs<br />
and insurance underwriters improved, and new<br />
levels of professionalism were established <strong>for</strong> an<br />
entire industry.<br />
20. Interventions: X-finity of Opportunity<br />
Darlene Van Tiem and James Moseley<br />
X-finity represents unknown, unlimited, infinite<br />
interventions potential. Our field is only limited<br />
by our skills, knowledge, and ability <strong>to</strong> apply<br />
our Certified Per<strong>for</strong>mance Technologist (CPT)<br />
standards and our models. As we become more<br />
eclectic by including executives, engineers, statisticians,<br />
psychologist, communications experts,<br />
quality specialists, educa<strong>to</strong>rs, and government<br />
officials, we will continue <strong>to</strong> expand our capacity<br />
<strong>to</strong> integrate our processes and collaborate <strong>for</strong><br />
greater impact. This roundtable will provide an<br />
overview of more than 100 interventions that are<br />
being used in per<strong>for</strong>mance improvement.<br />
21. No More Assessments: An<br />
Affirmative Scientific Approach<br />
Rick Grbavac<br />
Neuroscience breakthroughs suggest that assessments<br />
may be detrimental <strong>to</strong> per<strong>for</strong>mance<br />
improvement. Work by Dan Pink and o<strong>the</strong>rs indicates<br />
that “remedial” models of change based on<br />
assessments may drive neural wiring of undesirable<br />
patterns and <strong>the</strong> release of neurotransmitters that<br />
generate resistance <strong>to</strong> change. This work also<br />
suggests an “affirmative” model of change that is<br />
significantly more effective at improving per<strong>for</strong>mance<br />
and aligns extremely well with human<br />
per<strong>for</strong>mance technology core values. Examples<br />
of applied affirmative models will be provided.<br />
22. Organizational Per<strong>for</strong>mance:<br />
Getting Beyond an Individual Focus<br />
J. Robert “Bob” Carle<strong>to</strong>n<br />
Highly competent individuals often populate<br />
incompetent organizations. Effective teamwork<br />
sessions can be a source of organizational dysfunction.<br />
How is this possible? Organizational work<br />
requires additional skills, knowledge, and expertise.<br />
This roundtable will highlight key issues from<br />
<strong>the</strong> presenter’s new book, Implementation and<br />
Management of Per<strong>for</strong>mance Improvement Plans,<br />
focusing on what is different when dealing<br />
with <strong>the</strong> challenges of group and organizational<br />
per<strong>for</strong>mance.<br />
23. Per<strong>for</strong>mance Applications: Project<br />
and Process Management<br />
David Moniz, Tim Ferron, and Fred Stewart<br />
Project and process management are at <strong>the</strong> heart<br />
of managing <strong>the</strong> transition from providing training<br />
as a solution <strong>to</strong> understanding training as an<br />
input <strong>to</strong> per<strong>for</strong>mance improvement. The participant<br />
will discuss <strong>the</strong> relationship of project<br />
management and process management functions<br />
as <strong>the</strong>y apply <strong>to</strong> <strong>the</strong> analysis, design, development,<br />
implementation, and evaluation of simula<strong>to</strong>rbased<br />
training <strong>to</strong> improve individual and team<br />
per<strong>for</strong>mance.<br />
Anniversary Barrel<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
45
Anniversary Barrel April 23 • 2:00–4:00 pm<br />
24. Per<strong>for</strong>mance Architecture:<br />
The Art and Science of Improving<br />
Organizations<br />
Roger Addison<br />
Wanted! Per<strong>for</strong>mance architects and detectives.<br />
Looking <strong>for</strong> a team of fellow adventurers <strong>to</strong> join<br />
me on an expedition <strong>to</strong> seek out <strong>the</strong> codes of per<strong>for</strong>mance<br />
improvement technology. We will hunt<br />
with a focus on results, taking a systems viewpoint,<br />
as we think systemically, add value, and partner<br />
with clients and o<strong>the</strong>r per<strong>for</strong>mance improvement<br />
professionals and integrate <strong>the</strong> worker, work, and<br />
workplace. We will use a simple and powerful job<br />
aid <strong>to</strong> diagnose and suggest per<strong>for</strong>mance solutions.<br />
25. Per<strong>for</strong>mance Improvement<br />
Inspirations: Mine and Yours<br />
Carl Binder<br />
This roundtable will share contributions that<br />
a dozen individuals in <strong>the</strong> his<strong>to</strong>ry of behavior<br />
science, per<strong>for</strong>mance engineering, and human<br />
per<strong>for</strong>mance technology have made <strong>to</strong> <strong>the</strong> presenter’s<br />
understanding and development, and will<br />
invite participants <strong>to</strong> identify <strong>the</strong>ir own sources<br />
of inspiration. Both personal testimony and professional<br />
his<strong>to</strong>ry, <strong>the</strong> conversation will remind<br />
old-timers of <strong>the</strong> roots of our field, while introducing<br />
newcomers <strong>to</strong> important pathfinders<br />
and <strong>the</strong>ir ideas, highlighting 50 years of ISPI as<br />
a series of personal contributions.<br />
26. Per<strong>for</strong>mance Through <strong>the</strong> Lens<br />
of Organization Design<br />
Ria Roy<br />
Despite <strong>the</strong> three main focus areas of human<br />
per<strong>for</strong>mance technology (HPT)—namely,<br />
per<strong>for</strong>mance problem, per<strong>for</strong>mance opportunity,<br />
and new situation—<strong>the</strong> domain is closely linked<br />
<strong>to</strong> training and <strong>the</strong> practice has not yet been<br />
widely adopted. Thus, ignoring <strong>the</strong> potential of<br />
HPT. The comprehensive framework strives <strong>to</strong><br />
present per<strong>for</strong>mance through <strong>the</strong> lens of organization<br />
design that would serve <strong>to</strong> address not only<br />
tactical problems encountered by organizations<br />
but also contribute strategically, thus gaining<br />
more traction and buy-in from decision makers.<br />
27. Rapid Pro<strong>to</strong>typing—Tool <strong>to</strong><br />
Streamline Training Design<br />
James H. Craumer<br />
This roundtable will demonstrate a <strong>to</strong>ol and<br />
process <strong>to</strong> aid designers in expediting <strong>the</strong><br />
development process and guide you through <strong>the</strong><br />
systematic process <strong>to</strong> provide your clients with<br />
<strong>to</strong>ols <strong>to</strong> shorten training time and costs while<br />
reducing <strong>the</strong> expense of knowledge-loss. Participants<br />
will be given and have <strong>the</strong> opportunity <strong>to</strong><br />
see and work with actual examples of successful<br />
implications of this <strong>to</strong>ol.<br />
28. Selecting Effective Media Through<br />
Collaboration<br />
Chris Adams<br />
Often decisions about media used <strong>to</strong> deliver<br />
instruction are not made systematically. A method<br />
is needed <strong>to</strong> select media that is appropriate <strong>to</strong><br />
instructional goals and political realities of <strong>the</strong><br />
client organization. This roundtable will describe<br />
a meeting and corresponding instrument that has<br />
been used <strong>for</strong> 10 years in various engagements.<br />
Its purpose is <strong>to</strong> propose appropriate strategies <strong>for</strong><br />
instruction and assessment and <strong>the</strong>n facilitate a<br />
stakeholder discussion in which media selection<br />
decisions are made.<br />
29. Selling HPT <strong>to</strong> Leaders<br />
Judith A. Hale<br />
Tell <strong>the</strong> s<strong>to</strong>ry quickly. Make <strong>the</strong> leader <strong>the</strong><br />
protagonist (hero) and <strong>the</strong> business dilemma<br />
<strong>the</strong> antagonist (villain). The climax is that point<br />
when you explain how <strong>the</strong> protagonist got <strong>the</strong><br />
link between RSVPs and <strong>the</strong> resolution. The<br />
plot is <strong>the</strong> s<strong>to</strong>ry line you disclose <strong>to</strong> describe <strong>the</strong><br />
o<strong>the</strong>r characters, <strong>the</strong>ir conflicts and challenges,<br />
and how <strong>the</strong> hero’s insights and wisdom make<br />
success possible.<br />
30. Seriously, There Is No Time <strong>for</strong> Design<br />
Jeanne Farring<strong>to</strong>n<br />
You want it when? Sure! We can do that. Here is<br />
how <strong>to</strong> do a credible job of designing instruction<br />
when <strong>the</strong> timeline is insane.<br />
31. Six Ways <strong>to</strong> Measure <strong>the</strong> Impact<br />
of Learning<br />
Shawn Overcast and John Mat<strong>to</strong>x<br />
The purpose of this roundtable is <strong>to</strong> share six<br />
practical approaches <strong>to</strong> measuring <strong>the</strong> impact of<br />
training. Participants will learn how <strong>to</strong> make data<br />
actionable using one of six approaches: turning<br />
smile sheets in<strong>to</strong> smart sheets, applying a human<br />
capital analysis approach, applying advanced business<br />
results analysis, leveraging business impact<br />
templates, correlating training evaluation scores<br />
<strong>to</strong> actual business results, and causal modeling.<br />
Examples and electronic copies of templates will<br />
be provided.<br />
32. Strategic Evaluation: JetBlue’s<br />
Unique Approach<br />
Teri Schmidt and Amy Legge<br />
Come learn how JetBlue’s assessment, measurement,<br />
and evaluation (AME) team has helped<br />
JetBlue evaluate and continuously improve its<br />
enterprise-wide strategic initiatives. You will be<br />
exposed <strong>to</strong> a process centered on collaboration<br />
with stakeholders and analysts across <strong>the</strong> organization<br />
that utilizes a combination of business metric<br />
collection and Robert Brinkerhoff ’s Success<br />
Case method. We will also share unique data<br />
visualizations and discuss <strong>the</strong> action that has<br />
resulted from findings.<br />
33. Strategies <strong>for</strong> Developing a<br />
Contemporary Training Curriculum<br />
Dawn Snyder<br />
How does <strong>the</strong> challenge <strong>to</strong> traditional instructional<br />
systems design models and our need <strong>to</strong><br />
meet per<strong>for</strong>mance requirements—with fewer<br />
resources—translate in<strong>to</strong> best practices <strong>for</strong><br />
creating contemporary curricula? In this roundtable,<br />
we will explore three critical strategies <strong>for</strong><br />
designing and developing a successful curriculum<br />
with examples from corporate settings. The<br />
presenter has created a number of curricula <strong>for</strong><br />
both corporations and universities, distilling<br />
principles from research, industry best practices,<br />
and trial and error.<br />
34. Successfully Completing a<br />
Doc<strong>to</strong>ral Dissertation<br />
Harold S<strong>to</strong>lovitch<br />
Too many doc<strong>to</strong>ral students crash upon <strong>the</strong><br />
dissertation shoals, unnecessarily ending up as<br />
ABDs. Mostly, it is not through inability <strong>to</strong> write<br />
a solid, well designed dissertation, but because<br />
of two o<strong>the</strong>r fac<strong>to</strong>rs: an inappropriate mind-set<br />
as <strong>to</strong> what a dissertation is and poor guidance<br />
from academic advisors. This brief session<br />
provides hard-nosed clarification on what a<br />
dissertation really is and direction on how <strong>to</strong><br />
craft a successful one. The presenter has directed<br />
over 25 successful dissertations (several winning<br />
awards) related <strong>to</strong> HPT and workplace learning.<br />
46 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
Anniversary Barrel<br />
April 23 • 2:00–4:00 pm<br />
35. Talent Management with Men<strong>to</strong>ring<br />
Margo Murray<br />
Two unusual phenomena challenge organizations<br />
<strong>to</strong>day: 1) Creating a climate of inclusion and<br />
getting employees engaged sufficiently <strong>to</strong> retain<br />
<strong>the</strong> most productive, and 2) Managing <strong>the</strong><br />
knowledge and intellectual capital investment in<br />
“boomers” who are leaving. These issues will cost<br />
millions if transparent succession planning and<br />
talent management strategies are not working.<br />
Come learn how men<strong>to</strong>ring relationships promote<br />
inclusion, engagement, and retention and how<br />
<strong>to</strong> calculate <strong>the</strong> cost of replacing key people who<br />
will exit in <strong>the</strong> next five years.<br />
36. The Manager’s Role in Improving<br />
Workplace<br />
Roger Chevalier<br />
“Give a man a fish and he will eat <strong>for</strong> a day. Teach<br />
him how <strong>to</strong> fish and he will eat <strong>for</strong> a lifetime.” Isn’t<br />
it time that we train and coach our managers and<br />
supervisors <strong>to</strong> use what we know about per<strong>for</strong>mance<br />
improvement ra<strong>the</strong>r than trying <strong>to</strong> do it <strong>for</strong><br />
<strong>the</strong>m? This roundtable will present ideas and <strong>to</strong>ols<br />
<strong>for</strong> managers <strong>to</strong> improve workplace per<strong>for</strong>mance.<br />
40. Use Market Research: Impact<br />
Per<strong>for</strong>mance and Profits!<br />
Sonia Di Maulo<br />
Have you studied <strong>the</strong> market <strong>to</strong> help improve<br />
per<strong>for</strong>mance? Do your per<strong>for</strong>mance solutions<br />
reflect reality? During this roundtable, you are<br />
<strong>the</strong> experts! Toge<strong>the</strong>r we will brains<strong>to</strong>rm ideas on<br />
how <strong>to</strong> use market research <strong>to</strong> affect per<strong>for</strong>mance<br />
and profits, applicable <strong>to</strong> your business.<br />
41. Using “Per<strong>for</strong>mance Modes” in<br />
Your HPT Solutions<br />
Bill Blunt and Evelyn Elias<br />
This highly interactive roundtable will show<br />
human per<strong>for</strong>mance technology (HPT) practitioners<br />
how <strong>to</strong> sort user tasks in<strong>to</strong> three basic<br />
per<strong>for</strong>mance “modes” based on psychological and<br />
environmental fac<strong>to</strong>rs. Using a simple table<strong>to</strong>p<br />
simulation, <strong>the</strong>y will experience <strong>the</strong>ir own per<strong>for</strong>mance<br />
at each of <strong>the</strong>se per<strong>for</strong>mance modes.<br />
We will <strong>the</strong>n discuss ways of incorporating this<br />
model in<strong>to</strong> HPT solutions, <strong>the</strong> types of errors<br />
that typically occur in each mode, and simple<br />
methods <strong>for</strong> preventing those errors.<br />
Thank You,<br />
Conference<br />
Sponsors<br />
Anniversary Barrel<br />
37. Theme-Based Gaming Across<br />
Delivery Modes<br />
Theresa Morris<br />
Games help <strong>to</strong> quickly engage learners, motivate<br />
<strong>the</strong>m <strong>to</strong> continue learning, and also provide feedback<br />
<strong>to</strong> support per<strong>for</strong>mance objectives. During<br />
this roundtable, participants will receive tips and<br />
techniques on how <strong>to</strong> weave <strong>the</strong>me-based gaming<br />
across several delivery modes, such as web-based,<br />
virtual classroom, instruc<strong>to</strong>r-led, and mobile.<br />
42. We Are All Being Evaluated<br />
Glenn Hughes<br />
That is right, we are all being evaluated—often<br />
against criteria we do not know or understand.<br />
The result is often pain and misunderstanding. If<br />
you are an evalua<strong>to</strong>r, or you are being evaluated,<br />
you need <strong>to</strong> understand <strong>the</strong> evaluation wheel.<br />
During this roundtable, attendees will learn<br />
and apply <strong>the</strong> four distinct types of evaluation—<br />
intuition, deliberation, rubrics, and metrics. The<br />
pros and cons of each method will be explored.<br />
39. Transitioning From Training <strong>to</strong><br />
Per<strong>for</strong>mance-based Learning<br />
Gary DePaul and Rich Lima<br />
With traditional training departments, sponsors<br />
typically request specific training projects <strong>to</strong><br />
support business needs. Such requests may not<br />
identify complex per<strong>for</strong>mance gaps and ultimately<br />
may not serve sponsors’ intent <strong>to</strong> resolve business<br />
and per<strong>for</strong>mance problems. Learn about how<br />
Lowe’s avoids <strong>the</strong>se situations by applying a<br />
systematic approach <strong>for</strong> adding value. You will<br />
receive a systematic model <strong>for</strong> developing your<br />
value <strong>to</strong> executives, a sample dashboard, and an<br />
outline <strong>for</strong> how <strong>to</strong> deliver recommendations and<br />
analytical key findings.<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
47
2012 Awards of Excellence<br />
Congratulations!<br />
Outstanding Human Per<strong>for</strong>mance Intervention<br />
Human Per<strong>for</strong>mance Program–Call Center Per<strong>for</strong>mance Intervention<br />
Sprint<br />
Risk-Based Approach <strong>to</strong> On-<strong>the</strong>-Job Training<br />
Operations Learning & Per<strong>for</strong>mance, Amgen<br />
U.S. Coast Guard Maritime Law En<strong>for</strong>cement Boarding Officer Counter Drug Operations Course<br />
U.S. Coast Guard Training Center Petaluma and U.S. Coast Guard Maritime Law En<strong>for</strong>cement Academy<br />
U.S. Coast Guard Per<strong>for</strong>mance Analysis Project Improvement<br />
U.S. Coast Guard Training Center Petaluma and L-3 Communications<br />
Just-in-time Appliance Associate Training: Improving <strong>the</strong> Cus<strong>to</strong>mer Shopping Experience<br />
Lowe’s and Creative Channel Services<br />
Passport: A New Point-of-Sale System<br />
Imperial Oil and DataLink Consulting Team<br />
Using <strong>the</strong> D6 Model <strong>to</strong> Achieve Consistency in Per<strong>for</strong>mance Improvement Initiatives<br />
Lowe’s<br />
Retailing Excellence 2011—Retail is Detail<br />
Imperial Oil and Ideas Interactive Inc.<br />
Collateral Duty Environmental Coordina<strong>to</strong>r Electronic Per<strong>for</strong>mance Support Solution<br />
U.S. Coast Guard FORCECOM Per<strong>for</strong>mance Technology Center and Lockheed Martin<br />
Secure Desk<strong>to</strong>p Environment (SDE) Human Per<strong>for</strong>mance Instructional Intervention<br />
Arise Virtual Solutions<br />
U.S. Coast Guard Suicide Prevention Mandated Training Online Course<br />
U.S. Coast Guard and L-3 Communications<br />
Kobalt Mechanics Hand Tools via Lowe’s Connections<br />
Lowe’s<br />
48 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
2012 Awards of Excellence<br />
Chapters of Exellence<br />
Armed Forces Chapter<br />
Capella University Chapter<br />
Charlotte Chapter<br />
Michigan Chapter<br />
New Mexico Chapter<br />
Po<strong>to</strong>mac Chapter<br />
San Diego Chapter<br />
Tampa Bay Chapter<br />
Outstanding Chapter<br />
Communication Product<br />
Outstanding Research/<br />
Student Research<br />
Developing Trust in <strong>the</strong> Client-Consultant<br />
Relationship<br />
William L. Solomonson, CPT, PhD<br />
Wayne State University<br />
Distinguished Dissertation Awards<br />
First Place<br />
A Mediated Model of Trust and Its Antecedents in<br />
<strong>the</strong> Client-Consultant Relationship<br />
William L. Solomonson, CPT, PhD<br />
Faculty Sponsor: Ingrid Guerra-Lopez, PhD<br />
Wayne State University<br />
Per<strong>for</strong>mance Improvement<br />
in <strong>the</strong> Piedmont and<br />
Per<strong>for</strong>mance Charlotte<br />
Charlotte Chapter<br />
Second Place<br />
A Delphi Study in<strong>to</strong> <strong>the</strong> Efficacy of Clinical Simulation<br />
Per<strong>for</strong>mance Assessment in Credentialing Healthcare Providers<br />
Kristina Stillsmoking, PhD<br />
Faculty Sponsor: Jaime Barron, PhD<br />
Men<strong>to</strong>r: Paul Hardt, EdD<br />
Capella University<br />
Third Place<br />
The Instructional Effects of Knowledge-Based Community<br />
of Practice Learning Environments on Student Achievement<br />
and Knowledge Convergence<br />
Darryl C. Draper, PhD<br />
Faculty Sponsor: Susan M. Land, PhD<br />
Pennsylvania State University<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
49
2012 Honorary Awards<br />
Honorary Life Member<br />
Carol Haig, CPT<br />
Thomas F. Gilbert Distinguished<br />
Professional Achievement Award<br />
Carl Binder, CPT, PhD<br />
Distinguished Service Award<br />
Eileen Banchoff, CPT, PhD<br />
Geary Rummler Award <strong>for</strong> <strong>the</strong><br />
Advancement of Per<strong>for</strong>mance Improvement<br />
Roger M. Addison, CPT, EdD<br />
J. Robert Carle<strong>to</strong>n<br />
50 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
Honorary Life Members<br />
Recognizing Excellence from 1963 <strong>to</strong> Present<br />
Roger M. Addison, 1998<br />
Mariano Bernardez, 2011<br />
Carl Binder, 2009<br />
James E. Briggs, 1963<br />
Dale Brethower, 2004<br />
Donald Bullock*, 1982<br />
Norman Crowder, 1963<br />
William A. Deterline*, 1999<br />
Wellesley R. “Rob” Foshay, 2002<br />
George L. Geis*, 1980<br />
Thomas F. Gilbert*, 1963<br />
Carol Haig, 2012<br />
Judith Hale, 2006<br />
Joe H. Harless, 1979<br />
Stephanie Jackson, 1986<br />
Roger Kaufman, 1988<br />
P. Kenneth Komoski, 1979<br />
Danny Langdon, 2003<br />
Claude Lineberry*, 1997<br />
Robert Mager, 1964<br />
Susan M. Markle*, 1977<br />
Margo Murray, 1985<br />
Isadore J. Newman, 1964<br />
Gabriel Ofiesh*, 1963<br />
John R. Olsen*, 1964<br />
James A. Pershing, 2008<br />
Allison Rossett, 2001<br />
Geary Rummler*, 1977<br />
B.F. Skinner*, 1964<br />
Judy Springer, 1984<br />
Harold D. S<strong>to</strong>lovitch, 1990<br />
Sivasailam Thiagarajan, 1983<br />
Philip W. Tiemann, 1980<br />
Donald Tosti, 1984<br />
C. Glenn Valentine*, 2000<br />
Guy W. Wallace, 2010<br />
Fred Wells, 1985<br />
Klaus D. Wittkuhn, 2007<br />
Our first recipients...<br />
Norman Crowder<br />
Thomas F. Gilbert<br />
James E. Briggs and<br />
Gabriel Ofiesh<br />
*Deceased<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
51
Institute & Certification Wednesday–Friday, April 18–20 • 8:30 am–5:00 pm<br />
Principles & Practices Institute<br />
April 18–20, 8:30 am–5:00 pm<br />
Conference D/E, Mezzanine<br />
Principles & Practices of Per<strong>for</strong>mance Improvement<br />
Roger M. Addison, CPT, EdD, Addison Consulting<br />
The Principles & Practices of Per<strong>for</strong>mance<br />
Improvement Institute is a three-day<br />
<strong>program</strong> designed <strong>to</strong> introduce <strong>the</strong><br />
fundamentals of human per<strong>for</strong>mance<br />
technology (HPT). Instructional strategies<br />
include workplace examples and collaborative<br />
analysis of case studies. Using <strong>to</strong>ols<br />
and techniques recognized as best practices<br />
in <strong>the</strong> industry, this <strong>program</strong> provides<br />
knowledge and resources from veteran<br />
instruc<strong>to</strong>rs and facilita<strong>to</strong>rs in <strong>the</strong> field.<br />
Participants will be able <strong>to</strong>:<br />
• Define per<strong>for</strong>mance improvement.<br />
• Apply per<strong>for</strong>mance consulting skills<br />
<strong>to</strong> improve per<strong>for</strong>mance.<br />
• Apply <strong>the</strong> Total Per<strong>for</strong>mance System<br />
<strong>to</strong> identify per<strong>for</strong>mance issues.<br />
• Conduct a Gap Analysis <strong>to</strong> compare<br />
desired per<strong>for</strong>mance <strong>to</strong> actual<br />
per<strong>for</strong>mance in order <strong>to</strong> identify<br />
per<strong>for</strong>mance gaps.<br />
• Identify possible causes of<br />
per<strong>for</strong>mance gaps.<br />
• Prescribe appropriate interventions<br />
that could eliminate per<strong>for</strong>mance gaps.<br />
• Identify levels of per<strong>for</strong>mance<br />
evaluation and <strong>the</strong> types of data that<br />
each level yields.<br />
Certification Workshop April 19–20 • 8:30 am–5:00 pm<br />
Conference G, Mezzanine<br />
Certification Workshop: Preparing <strong>for</strong> <strong>the</strong> CPT<br />
Gay Bruhn, CPT, EdD, <strong>International</strong> <strong>Society</strong><br />
<strong>for</strong> Per<strong>for</strong>mance Improvement<br />
Whe<strong>the</strong>r you work primarily in instructional<br />
design, technical documentation,<br />
process improvement, or per<strong>for</strong>mance<br />
consulting, this workshop will show you<br />
how <strong>the</strong> Certified Per<strong>for</strong>mance Technologist<br />
(CPT) certification can help you prove<br />
that your work adds value <strong>to</strong> your clients.<br />
During this workshop you will get an<br />
overview of <strong>the</strong> standards on which <strong>the</strong><br />
CPT is based, <strong>the</strong> certification process,<br />
and how <strong>the</strong> credential came about.<br />
As a result, you will gain a deeper understanding<br />
of <strong>the</strong> standards and <strong>the</strong> criteria<br />
<strong>for</strong> achieving <strong>the</strong> CPT. You will engage in<br />
exercises where you will apply a reviewer’s<br />
checklist <strong>to</strong> sample applications. You will<br />
see examples of well-documented applications<br />
and reviewers’ feedback on some<br />
that did not meet <strong>the</strong> standards. You<br />
will also use a self-assessment guide<br />
<strong>to</strong> determine your readiness <strong>to</strong> apply<br />
<strong>for</strong> <strong>the</strong> certification.<br />
Participants will be able <strong>to</strong>:<br />
• Understand <strong>the</strong> value of <strong>the</strong> CPT<br />
certification <strong>to</strong> <strong>the</strong>m and <strong>the</strong>ir<br />
organization.<br />
• Better evaluate <strong>the</strong>ir work and <strong>the</strong><br />
work of o<strong>the</strong>rs.<br />
• Assess <strong>the</strong>ir readiness <strong>to</strong> apply <strong>for</strong><br />
<strong>the</strong> CPT designation.<br />
• Develop a plan <strong>for</strong> <strong>the</strong>ir professional<br />
growth.<br />
All applications <strong>for</strong> <strong>the</strong> CPT designation<br />
are subject <strong>to</strong> <strong>the</strong> regular peer evaluation<br />
process. The CPT application fee is<br />
included in <strong>the</strong> price of <strong>the</strong> workshop.<br />
52 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
Workshops Thursday–Friday, April 19–20 • 8:30 am–5:00 pm<br />
Two-Day Workshops<br />
Thursday–Friday , April 19–20<br />
Windsor East<br />
Business-Driven Strategic Planning <strong>for</strong><br />
Learning and Development<br />
Ray Svenson, Ray Svenson Consulting, Inc.<br />
Workshop Code: WBA<br />
To add real value, learning and development<br />
must be strategically aligned with business goals,<br />
strategies, and challenges. This workshop offers a<br />
proven systematic approach <strong>to</strong> strategic planning<br />
<strong>for</strong> learning and development <strong>for</strong> businesses or<br />
departments. This process has been applied and<br />
improved <strong>for</strong> more than 30 years working with<br />
Fortune 500 companies. Participants will learn <strong>the</strong><br />
process, practice using a set of <strong>to</strong>ols, and develop<br />
<strong>the</strong>ir own Project Plan <strong>for</strong> implementing <strong>the</strong><br />
process.<br />
Participants will:<br />
• Learn a proven process <strong>for</strong> developing a<br />
Strategic Plan <strong>for</strong> Learning and Development<br />
and will apply <strong>the</strong>ir process knowledge in<br />
creating <strong>the</strong>ir Project Plans.<br />
• Receive a set of per<strong>for</strong>mance aids/<strong>to</strong>ols <strong>to</strong><br />
support <strong>the</strong> planning process and will receive<br />
practice in <strong>the</strong>ir use during <strong>the</strong> workshop.<br />
• Create <strong>the</strong>ir own Project Plan <strong>for</strong> developing<br />
a business-driven Learning and Development<br />
Strategic Plan <strong>for</strong> <strong>the</strong>ir own company or<br />
organization.<br />
• Learn how <strong>to</strong> integrate all of <strong>the</strong> elements of<br />
<strong>the</strong> Learning and Development system <strong>to</strong> meet<br />
a set of requirements derived from an analysis<br />
of business need.<br />
• Learn <strong>to</strong> build a Business Case <strong>to</strong> justify<br />
<strong>the</strong> value added from <strong>the</strong> proposed strategic<br />
investments in learning and development.<br />
Windsor West<br />
SDI Level 1 Facilita<strong>to</strong>r Certification<br />
Ray Linder, Personal Strengths USA<br />
Workshop Code: WBB<br />
At <strong>the</strong> conclusion of <strong>the</strong> workshop, attendees will<br />
be certified <strong>to</strong> facilitate <strong>the</strong> Strength Deployment<br />
Inven<strong>to</strong>ry (SDI), a valid and reliable self-discovery<br />
<strong>to</strong>ol based on Relationship Awareness Theory.<br />
Facilita<strong>to</strong>rs, coaches, and per<strong>for</strong>mance technologists<br />
can integrate <strong>the</strong>se <strong>to</strong>ols in<strong>to</strong> <strong>the</strong>ir own<br />
applications such as Leadership Development,<br />
Team Building, and Communication. The <strong>to</strong>ol<br />
helps <strong>to</strong> build better relationships and identify<br />
and manage conflict more effectively. It is used<br />
globally in virtually every industry.<br />
Participants will be able <strong>to</strong>:<br />
• Integrate <strong>the</strong> Strength Deployment Inven<strong>to</strong>ry<br />
and o<strong>the</strong>r <strong>to</strong>ols in<strong>to</strong> <strong>the</strong>ir own training and<br />
per<strong>for</strong>mance improvement work.<br />
• Train o<strong>the</strong>rs in conflict management approaches<br />
that can reduce <strong>the</strong> organizational cost of<br />
conflict.<br />
• Fully explain <strong>the</strong> four premises of Relationship<br />
Awareness Theory, and how <strong>the</strong>y relate <strong>to</strong><br />
per<strong>for</strong>mance improvement.<br />
• Train o<strong>the</strong>rs <strong>to</strong> give positive, meaningful<br />
feedback based on personal strengths.<br />
• Apply at least 10 participa<strong>to</strong>ry exercises<br />
from <strong>the</strong> Strength Deployment Inven<strong>to</strong>ry<br />
Facilitation Guide and o<strong>the</strong>r materials<br />
provided at <strong>the</strong> workshop.<br />
One-Day Workshops<br />
Thursday, April 19<br />
Conference C<br />
Per<strong>for</strong>mance Partnering Workshop<br />
Dick Handshaw, Handshaw Inc.<br />
Workshop Code: WTA<br />
This skill-building workshop features participant<br />
role plays with lots of feedback. Participants<br />
will use eight tested principles <strong>for</strong> conducting<br />
proactive interviews as well as eight principles <strong>for</strong><br />
conducting reframing meetings with clients. The<br />
goal of a reframing meeting is <strong>to</strong> help <strong>the</strong> client<br />
focus on results ra<strong>the</strong>r than activities and gain<br />
permission <strong>to</strong> ga<strong>the</strong>r more analysis data. Proactive<br />
consulting will position participants as a strategic<br />
partner ra<strong>the</strong>r than an order taker.<br />
Participants will be able <strong>to</strong>:<br />
• Engage clients in discussions about business<br />
goals and barriers <strong>to</strong> per<strong>for</strong>mance even when<br />
<strong>the</strong>re is no immediate project or opportunity<br />
on <strong>the</strong> table.<br />
• Engage <strong>the</strong> client in an open discussion about<br />
business needs and <strong>the</strong> per<strong>for</strong>mance required<br />
<strong>to</strong> support <strong>the</strong>m.<br />
• Observe and practice eight skills that will<br />
facilitate <strong>the</strong> proactive interview.<br />
• Observe and practice eight skills that will<br />
facilitate <strong>the</strong> re-framing meeting.<br />
• Identify opportunities <strong>to</strong> conduct fur<strong>the</strong>r<br />
analysis of <strong>the</strong> per<strong>for</strong>mance needs in order <strong>to</strong><br />
identify learning needs.<br />
Conference H<br />
Plan and Facilitate Smarter,<br />
Collaborative Meetings<br />
Bob Wiele, OncSmartWorld and Michael Ferrabee,<br />
Canadian School of Public Service<br />
Workshop Code: WTB<br />
This skills development workshop helps participants<br />
learn a system <strong>for</strong> designing and facilitating<br />
collaborative meetings <strong>for</strong> all settings. This<br />
system delivered <strong>to</strong> WestJet, <strong>the</strong> highest ROI<br />
ever recorded in training in Canada. It teaches a<br />
universal common language <strong>for</strong> thinking <strong>to</strong>ge<strong>the</strong>r.<br />
Participants learn how <strong>to</strong> design and facilitate<br />
smarter meetings using a lean meeting process<br />
method <strong>to</strong> help people who think differently,<br />
get on <strong>to</strong> <strong>the</strong> same page and produce consistently<br />
great results <strong>to</strong>ge<strong>the</strong>r.<br />
Participants will be able <strong>to</strong>:<br />
• Acquire a sustainable methodology of 5<br />
building blocks <strong>to</strong> reduce time spent in<br />
meetings, improve <strong>the</strong> quality of engagement,<br />
and improve meeting productivity.<br />
• Plan and design collaborative meetings using<br />
a set of 12 disciplined lean meeting processes<br />
and cus<strong>to</strong>mize meeting processes, using online<br />
<strong>to</strong>ols, and planning skills.<br />
• Facilitate 4 types of tasks in collaborative<br />
meetings, using specific strategies and structured<br />
experiences <strong>to</strong> 1) develop understanding<br />
of issues and people; 2) create option and<br />
alternatives, <strong>to</strong> challenges 3) make decisions,<br />
and 4) instill a spirit of positive initiative.<br />
• Practice facilitation skills <strong>to</strong> enable meeting<br />
participants <strong>to</strong> do <strong>the</strong> same type of thinking<br />
and <strong>to</strong> bring wandering participants back<br />
on track.<br />
• Use 5 team building and facilitation <strong>to</strong>ols <strong>to</strong><br />
improve team meeting work.<br />
Institute, Certification, & Workshops<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
53
Workshops Friday, April 20 • 8:30 am–5:00 pm<br />
Friday, April 20<br />
Conference C<br />
Per<strong>for</strong>mance Improvement Consulting:<br />
Ideas, Models, and Tools<br />
Roger Chevalier, CPT, PhD, Improving Workplace<br />
Per<strong>for</strong>mance<br />
Workshop Code: WFA<br />
This workshop equips consultants with stateof-<strong>the</strong>-art<br />
in<strong>for</strong>mation <strong>for</strong> improving individual<br />
and organizational per<strong>for</strong>mance by providing<br />
ideas, models, and <strong>to</strong>ols necessary <strong>to</strong> systematically<br />
consult with clients. The workshop is based<br />
on three sessions selected as Encore presentations<br />
at past annual ISPI <strong>conference</strong>s and on Roger’s<br />
award-winning book entitled, A Manager’s Guide <strong>to</strong><br />
Improving Workplace Per<strong>for</strong>mance. Participants will<br />
have <strong>the</strong> opportunity <strong>to</strong> use what <strong>the</strong>y learned in a<br />
highly interactive skill practice.<br />
Participants will be able <strong>to</strong>:<br />
• Use a structured per<strong>for</strong>mance consulting<br />
process.<br />
• Identify per<strong>for</strong>mance shortfalls.<br />
• Determine <strong>the</strong> underlying causes <strong>for</strong> <strong>the</strong>se<br />
shortfalls.<br />
• Select appropriate interventions <strong>to</strong> improve<br />
per<strong>for</strong>mance.<br />
• Manage <strong>the</strong> change process and evaluate<br />
<strong>the</strong> results.<br />
Huron, 2nd Floor<br />
Personal Leadership Pilgrimage<br />
James M. Gehrke, Magnify Leadership and<br />
Development<br />
Workshop Code: WFB<br />
Too often we are so distracted by day-<strong>to</strong>-day<br />
pressures that we never s<strong>to</strong>p and reflect upon<br />
our own unique position and role as individual<br />
leaders. In <strong>the</strong> middle ages, pilgrims believed<br />
through <strong>the</strong> sacrifice of making a pilgrimage <strong>the</strong>y<br />
would achieve new levels of understanding, peace,<br />
and meaning in <strong>the</strong>ir lives. To achieve our full<br />
potential, each of us must embark on a journey<br />
akin <strong>to</strong> a pilgrimage of personal development<br />
and mastery.<br />
During this workshop, participants will embark<br />
on <strong>the</strong>ir own personal journey of understanding<br />
five key personal leadership lessons including:<br />
• Focus on what is important.<br />
• Anchor <strong>the</strong>mselves <strong>to</strong> core values.<br />
• Create a personal legacy compass.<br />
• Commit <strong>to</strong> excellence.<br />
• Become a servant leader.<br />
Conference H<br />
An Introduction <strong>to</strong> Six Boxes®<br />
Per<strong>for</strong>mance Thinking<br />
Carl Binder, CPT, The Per<strong>for</strong>mance Thinking Network<br />
Workshop Code: WFE<br />
Understanding <strong>the</strong> language and logic of <strong>the</strong><br />
Per<strong>for</strong>mance Chain and <strong>the</strong> Six Boxes® Model can<br />
drive communication about per<strong>for</strong>mance and how<br />
<strong>to</strong> improve it across all levels and functions in an<br />
organization. This workshop teaches elements<br />
of “per<strong>for</strong>mance thinking” <strong>to</strong> enable application<br />
of HPT principles <strong>to</strong> virtually any situation, <strong>for</strong><br />
rapid penetration of HPT in<strong>to</strong> organizations<br />
and alignment with stakeholders. It introduces<br />
language and concepts that participants can<br />
apply immediately <strong>to</strong> accelerate business results<br />
through people.<br />
Participants will be able <strong>to</strong>:<br />
• Use <strong>the</strong> Per<strong>for</strong>mance Chain <strong>to</strong> link behavior<br />
<strong>to</strong> business results.<br />
• Identify practical measures of per<strong>for</strong>mance<br />
<strong>for</strong> evaluation and decision-making.<br />
• Apply <strong>the</strong> Six Boxes® Model <strong>to</strong> systemically<br />
address per<strong>for</strong>mance needs and opportunities.<br />
• Maximize ROI by integrating training and<br />
non-training interventions.<br />
• Communicate better with colleagues and<br />
stakeholders about per<strong>for</strong>mance and its drivers.<br />
54 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada
Presenter Index<br />
A<br />
Adams, Chris..............................................46<br />
Addison, Roger ...............16, 17, 24, 46, 52<br />
Al-Badhdadi, Wafi.....................................28<br />
Annan, Janet ...............................................22<br />
Annulis, Hea<strong>the</strong>r .......................................19<br />
Arseneau, Kevin.........................................21<br />
August, Pam................................................41<br />
B<br />
Banchoff, Eileen.........................................18<br />
Bates, Kathleen ..........................................30<br />
Benning, Michelle .....................................44<br />
Beres<strong>for</strong>d, Bonnie......................................18<br />
Bernardez, Mariano...................................25<br />
Binder, Carl ............................20, 28, 46, 54<br />
Bishka, Atena .............................................29<br />
Blunt, Bill ....................................................47<br />
Bond Hinsz, Suzanne ...............................29<br />
Brock, Tim ....................................25, 29, 45<br />
Brown, Ca<strong>the</strong>rine ......................................23<br />
Brown, Marshall ...........................17, 23, 39<br />
Bruhn, Gay..................................................52<br />
Buckenmeyer, Janet...................................44<br />
Bullen, Mark...............................................31<br />
Burkett, Holly ............................................28<br />
Burroughs, Samantha................................29<br />
Byerly, Boyce...............................................18<br />
C<br />
Carey, Clare..........................................20, 44<br />
Carle<strong>to</strong>n, J. Robert ....................................45<br />
Casad, Scott................................................21<br />
Chase, Charlotte .................................28, 44<br />
Chevalier, Roger...........................23, 47, 54<br />
Chou, C. Candace.....................................30<br />
Christensen, Brett .....................................40<br />
Clark, Dick...........................................17, 31<br />
Coleman, Maurie .........................17, 18, 30<br />
Cortes, Ivan.................................................39<br />
Craig, Gary .................................................44<br />
Craumer, James....................................41, 46<br />
Czeropski, Sue............................................27<br />
D<br />
DePaul, Gary .......................................30, 47<br />
Di Maulo, Sonia ....................21, 25, 30, 47<br />
Donovan, Matt .............................17, 20, 23<br />
Duan, Minjing.....................................27, 41<br />
E<br />
Earnshaw, Yvonne .....................................27<br />
Elias, Evelyn ................................................47<br />
Elliott, Paul .................................................20<br />
Ewing-Miles, April ....................................30<br />
F<br />
Farring<strong>to</strong>n, Jeanne ..............................20, 46<br />
Feldt, Glenda .......................................27, 44<br />
Ferrabee, Michael ......................................53<br />
Ferron, Tim.................................................45<br />
Folsom, Al...................................................20<br />
Foster, Angel...............................................29<br />
Fu, Frank .....................................................39<br />
G<br />
Gangano, Sheryl ........................................30<br />
Gaudet, Cyndi............................................19<br />
Gehrke, James ......................................24, 54<br />
Gibbs, John ..........................................27, 44<br />
Giguere, Dominique.................................28<br />
Gillum, Tim................................................24<br />
Grbavac, Rick ......................................21, 45<br />
Guerra-Lopez, Ingrid................................41<br />
H<br />
Haig, Carol ..........................................17, 24<br />
Hale, Judith..........................................19, 46<br />
Handshaw, Dick..................................17, 53<br />
Harless, Joe..................................................20<br />
Hartt, David ...............................................21<br />
Hill, Jim .......................................................32<br />
Holloway, Elizabeth..................................23<br />
Hougher, Vaughan ....................................27<br />
Hoyt, Kirsten.......................................20, 27<br />
Hughes, Glenn ....................................40, 47<br />
J<br />
Jarosz, Vicky ...............................................40<br />
K<br />
Kaufman, Roger ...........................19, 25, 44<br />
Kearny, Lynn...............................................17<br />
Kirby, Phil ...................................................22<br />
Kirkey, Donald...........................................18<br />
Knutson, Scott ...........................................20<br />
Kusy, Mitchell ............................................23<br />
L<br />
Landen, Eric................................................39<br />
Langdon, Danny .................................40, 44<br />
Lange, Lisa............................................40, 44<br />
Lee, Kendra.................................................27<br />
Legge, Amy...........................................28, 46<br />
Leigh, Hillary ......................................32, 45<br />
Lima, Rich...................................................47<br />
Linder, Ray..................................................53<br />
Livings<strong>to</strong>n, David ...............................27, 44<br />
Logan, Jody.................................................19<br />
Lohman, Peg...............................................28<br />
M<br />
Mack, Branden...........................................30<br />
Maeso, Eileen..............................................40<br />
Marken, James ............................................42<br />
Marrelli, Anne............................................40<br />
Mat<strong>to</strong>x, John........................................29, 46<br />
Mazur, Gale.................................................30<br />
McConnell, Nancy....................................27<br />
McCrae, Melisande...................................29<br />
Meli, Peggy ....................................25, 29, 45<br />
Mistry, Nitin...............................................27<br />
Monaco, Joe................................................29<br />
Moniz, David .............................................45<br />
Moore, Andrea ....................................18, 28<br />
Moore, Stephanie ......................................19<br />
Morris, Theresa..........................................47<br />
Mortsenson, Kery......................................24<br />
Moseley, James ..............................23, 27, 45<br />
Mowatt, Joanne..........................................29<br />
Murray, Margo..............................16, 17, 47<br />
Index<br />
THE Per<strong>for</strong>mance Improvement Conference<br />
www.ispi.org<br />
55
Presenter Index<br />
N<br />
Nathan, Edward.........................................45<br />
Nel, Belia .....................................................45<br />
Norris Thomas, Mary ........................20, 41<br />
Novak, M. Mari .........................................44<br />
O<br />
Osinski, Diana............................................30<br />
Overcast, Shawn..................................30, 46<br />
P<br />
Park, Yun Jeong..........................................28<br />
Pavelek, Susan.............................................30<br />
Pembrook, Curtis ......................................27<br />
Peters, Karen...............................................27<br />
Phillips, Jack ...............................................24<br />
Phillips, Patti ..............................................19<br />
Q<br />
Quiram, Timothy......................................42<br />
R<br />
Radakovich, Patricia .................................40<br />
Rasile, Pat ....................................................29<br />
Remer, Brian ........................................24, 45<br />
Riener, Cedar..............................................32<br />
Roper, Michael...........................................27<br />
Rossett, Allison ..........................................25<br />
Roy, Ria.................................................28, 46<br />
Ru<strong>the</strong>r<strong>for</strong>d, Mark ......................................45<br />
S<br />
Schehl, Jeanne ............................................29<br />
Schehl, John................................................45<br />
Schmidt, Teri .......................................18, 46<br />
Sherman, Jay ...............................................28<br />
Siko, Jason ...................................................28<br />
Siming<strong>to</strong>n, Bob..........................................27<br />
Snyder, Dawn .............................................46<br />
Solomonson, William ..............................18<br />
Sostrin, Jesse................................................27<br />
Stepich, Donald .........................................20<br />
Stewart, Fred...............................................45<br />
S<strong>to</strong>lovitch, Harold ..............................31, 46<br />
Suk, Julia......................................................44<br />
Svenson, Ray...............................................53<br />
Symonette, Simone ...................................28<br />
T<br />
Telban, Mary...............................................23<br />
Toenniges, Lisa...........................................18<br />
Towler, Annette .........................................31<br />
Tremblay, Remi ..........................................40<br />
V<br />
Van Tiem, Darlene.......................23, 27, 45<br />
Vasko, Thomas...........................................29<br />
Villachica, Steven ......................................20<br />
W<br />
Wallace, Guy...............................................44<br />
Watkins, Ryan ............................................31<br />
White, Adrienne........................................28<br />
Whiteside, Kathleen ..........................40, 44<br />
Wick, Calhoun ..........................................18<br />
Wiele, Bob............................................41, 53<br />
Wile, David.................................................21<br />
Wilson, Kevin......................................19, 45<br />
Wittkuhn, Klaus........................................39<br />
Y<br />
Yeager, William..........................................44<br />
Yi, Hong......................................................39<br />
Youmans, Karen.........................................29<br />
Z<br />
Zehr, Kelson ...............................................27<br />
Zink, Martin...............................................27<br />
[From page 33]<br />
Who in this pho<strong>to</strong> has attended<br />
all but one NSPI/ISPI Annual Conference?<br />
Roger Kaufman, CPT, PhD<br />
(Included in pho<strong>to</strong>: David Wark, Roger Kaufman,<br />
Carl<strong>to</strong>n Downing, and Robert Smith, Jr.)<br />
56 April 18–23, 2012 Toron<strong>to</strong>, Ontario, Canada