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Performance Technology

What is PT?

According to Diane Gayeski, performance technology is the systemic and systematic application of behavioral and physical science concepts and other knowledge to the solution of a problem.

According to Allison Rossett, performance technology is "improving human performance by taking a hard and fresh look at how the organization and individual work together to achieve business results. An attempt to achieve business and organization results through strategies that improve and align organizational performance".

These two definitions support my description in that it holistically pulls the study of behavior during an action and the procedures supporting that behavior (both systematically and systemically) together.

The PT philosophy does not view performance as equating to behavior but rather views behavior as a component of performance. According to Gilbert, “For the performance engineer, behavior is only one of the conditions for human competence – not the focal subject matter itself”. Gilbert advises that, “In performance, behavior is a means; its consequence is the end”.

Performance Technology Field

I see the goals of the performance technology field are to define ways to assist others in improving publicize advances within the knowledge base of performance improvement, offer information to those interested in learning about performance improvement, and discover and offer opportunities to study enhancements to the field.

I see the historical foundations initially as being research of behavior and manipulation of that behavior to create desired results. Then, performance as a term came into play and we wanted to define how to improve workforce performance - hence performance portion of the field. World War II caused a huge enhancement in the way we defined intervention to improve performance. During WWII in the 1940s there was a need for training a large number of people in a short time and audiovisual devices were used including motion pictures, filmstrip projectors, 16 mm projectors, photographs, audio recordings, and transparencies. Also the emergence of the role of the instructional technologist was conceived during this time due to the result of the heavy employment of mediated instruction. Then, I believe, there was the faction that threw training into the mix. The workers need training. Well, what kind of training and why? These questions spurred additional research and analysis. Then, we as an industry looked to what we learned from World War II and became more systematic in the research and began to apply ADDIE. Then, we discovered technological ways to document and enhance performance research.

Donald Kirkpatrick, 1959, presented his four levels of evaluating training programs in his book, Evaluating Training Programs: The Four Levels. Kirkpatrick's model can be used during the evaluation phase to guide evaluation. This can also occur outside of the evaluation phase.

Level One is an internal evaluation of reaction of the student in how they felt about the training.

Level Two is another internal evaluation where the student demonstrates that learning took place, typically during or immediately after the learning event.

Level Three is an external evaluation where an observer decides whether the behavior prompted within the training is a behavior being shown by the student.

Level Four is another external evaluation where the results of the behavior are reviewed to determine if the behavior prompted during training is present after training.

Kirkpatrick, Donald. (January, 1996). Great Ideas Revisited. Training and Development.

In 1962 Robert Mager wrote Preparing Instructional Objectives. However, a more useful tool I found was a book he wrote in 1983 and has since revised called Analyzing Performance Problems: or You Really Oughta Wanna with Peter Pipe. On the cover of the book are the words "How to figure out why people aren't doing what they should be, and what to do about it. This book offers a process for analyzing performance issues and assisting you in solving a large number of performance problems. This book is not Mager's only contribution. Mager has gone on to create more and more text to support learning of performance improvement. For example, he has written about preparing instructional objectives, analyzing goals, designing and developing instruction, and measuring instructional intent. He has also researched criterion-referenced instruction (CRI) training methodology.

Mager, Robert F. & Peter Pipe. (1997). Analyzing Performance Problems: or You Really Oughta Wanna. 3rd ed. Atlanta: The Center for Effective Performance, Inc.

In what contexts or settings is PT practiced?

Anywhere people perform a task within an environment, PT practitioners can work.

What are the typical deliverables associated with PT?

The deliverable would be an overview of the information studied during the analysis. Referencing the systemic view of PT, we would need to use Stolovich and Keeps' Conceptual Model for a Human Performance System reviewing the individual, the external environment, the organizational environment, and the influences of each on the other. This document would answer lots of questions: What are the organizational and business objectives? If both are present, do they align with each other? What are the individual and departmental objectives? Do they align with the business and organizational objectives? Where are the gaps? Can any perceived gap be solved in adjusting any of these criteria? If not, move on. Is the current performance outlined in detail for both management and individual to recognize correct performance as the same thing? Can any perceived gap be solved in adjusting anything here? Are there any influences (see Gilbert's BEM) that need to be addressed? In addition, there is the post-issue of continued improvement. Are there ways that the organization can immediately solve the situation and prevent it from happening again? Are there checkpoints that can be placed to allow the company to review things systematically preventing the need for a PT practitioner's expertise? Should a PT practitioner be on staff to assist with these things over time?

How would you describe the work of a PT practitioner?

I believe that a PT practitioner can work anywhere and in any industry. Every industry that comes to mind needs to have in place a process for determining success. If there are gaps in the perception of success and what is really happening, a PT practitioner comes to work. Again, the HPT models we have discussed come into ply depending on the situation. Does a manager scream that training is needed? Well, start asking questions. Why do you think training is needed? What accomplishments are you not seeing? What results are you not seeing? What do you think is preventing this from occurring?

I see practitioners in a lot of meetings - meeting with upper management getting their perceptions, middle management and then the individual contributors. I see the practitioner reviewing HR policies and procedures, operations and mechanical floor procedures, reviewing benefit packages, and even researching corporate level objectives statements compared to what the company has actually done in the last stated time period. This would be the analysis. Then, there would be the report writing, using statistical information found from the review and research to offer a set of solutions to management along with a recommendation of one or two of those solutions, defining the risks, conditions, and consequences of each.

What is the status of research in the field?

There is not too much "research" to be found with the specific heading Human Performance Technology, but what is out there includes case studies, analysis, and different intervention successes. One journal is dedicated to research in the broader Human Performance Technology arena - ISPI's Performance Improvement Quarterly (PIQ). But, many of these articles simply present case studies, but may not have the rigor we expect of research.

What standards exist in the field?

What is becoming a standard is the information offered by the International Society of Performance Improvement and supported by the American Society for Training and Development. Just recently, within the last two years, ISPI is certifying people in regard to Performance Technology, and awarding Certificate to those who meet the defined standards.

The standards include focusing on results, being systematic in reviewing situations, adding value, partnering with the clients and stakeholders, and systematically using ADDIE. The application itself requires you to understand and apply the standards, identify three large scope projects on which these standards were applied and results found, and have people available who will testify to this model use and the results stated.

What important models are used in the field?

Gilbert's Behavior Engineering Model separates a person's behavior and the person's environment into a behavioral model that allows us to review different aspects of performance in an attempt to diagnose performance problems. This model reviews a person's knowledge, capacity for performance and motives to perform, while also referencing the data, instruments, and incentives offered to the person from within the environment. This model can be used in the diagnosis stage of performance improvement. I would use this model when trying to determine if an instructional versus non-instructional intervention was necessary.
Rosenberg's Human Performance Technology Model includes Performance Analysis, Cause Analysis, Intervention selection, and incorporates Implementation and Evaluation. This model represents the systematic and systemic approach of HPT, drawing leverage on HPT's roots in other fields (specially in the Performance Analysis and Intervention selection steps). The model emphasizes Performance in relation to the Organization's goals. It uses technology such as the application of scientific knowledge in practical situations, and proceeds to evaluate the soundness of these applications, focusing on results.


 

 

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