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Conducting Best-Practice
Front-End Analysis
Presented by:
Paula Alsher
Vice-President, Client SolutionsNovember 8, 2006CEPWorkforcePerformance.com
770-458-4080
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Todays Agenda Front-end analysis in performance-
based organizations
Four major types of analysis Goal Analysis
Job Analysis (Job PerformanceProfiling)
Task Analysis (Best Practice Detailing)
Performance Analysis
The link between analysis andevaluation
How CEP can help
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Todays Agenda Front-end analysis in performance-
based organizations
Four major types of analysis Goal Analysis
Job Analysis (Job PerformanceProfiling)
Task Analysis (Best Practice Detailing)
Performance Analysis
The link between analysis andevaluation
How CEP can help
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What is a Performance-Based Approach?
The target is the ability toperform to explicitexpectations
Solutions are not limitedto training and arederived from analyticaldata
Success to the target canbe measured against
pre-defined outcomesand criteria
Measurement based onability to do, not just to
know
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Best Practice Analysis Differs FromTraditional Needs Analysis
JobRequirements
Solutions Measurement
TrainingOther
Solutions
Data
Best Practice:
Traditional:Assumptions
Training
BusinessGoals
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Why Conduct Analysis?
There is no way to decidewhat action to take untilyou know what you are
trying to accomplish.
If you dont know where
youre going, how will youknow when you get there?
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Why Conduct Analysis?
Without proper analysis, you cant get toperformance at thejob level
And you cant measure improvement.
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The Vision, Goals, and Strategies MustConnect to Jobs
Vision
Goals/
Strategies
Processes
Technology
Jobs JobsJobsJobs Jobs
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Todays Agenda
Front-end analysis in performance-based organizations
Four major types of analysis
Goal Analysis
Job Analysis (Job PerformanceProfiling)
Task Analysis (Best Practice Detailing)
Performance Analysis
The link between analysis andevaluation
How CEP can help
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What is Goal Analysis?
PurposeTo take fuzzy goals and be able to describe interms of observable, measurable performance sothat you can know when the goal has been
achieved.Examples of Fuzzy Goals Exhibit personal leadership on a team Demonstrate physical and moral courage
Be tactically competent Think strategically Demonstrate individual initiative Be a good small unit leader
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Air Force GS-15 Competencies
Work Thru Others Interpersonal Awareness
Standards of Excellence
Use of Influencing Strategies Organization Commitment
Self-Confidence
Initiative Conceptual Thinking
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Why Conduct a Goal Analysis?
To make performancetargets measurable
To help determine iftraining is needed
To identify what kind oftraining will be useful
An intent is described infuzzy terms
The intent is important
When to use it
Goal analysis can be appliedat any point when:
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Five Steps to Goal Analysis
1.Write down the goal2.List performances that
exemplify goalachievement as they relate
to the organization goalsand strategies and the job
3.Sort the list and eliminate
remaining fuzzies4.Describe performances in
complete sentences
5.Test for completeness
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An Example
How would you know it if you saw it in yourunit, organization, leaders, or teammembers?
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Exhibit Personal Leadership on aTeam
Produce high quality work Improve own knowledge and skills to be technically and
tactically proficient
Own up to own mistakes
Complete tasks without being told to do so
Deliver what is promised on time and on task
Guard personal and confidential information
Seek responsibility and take responsibility for personalactions
Keep team members informed
Set the example for others
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Link the Goal or Competency tothe Organization and to the Job
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Goal Analysis Can End in DifferentDirections
1 2 3 4 5
other directions
thin air
performancesA
B
C
After Goal Analysis
Determine which performances are occurring satisfactorily Determine the causes for non-occurring performances-lack of skills-other causes
(Performance Analysis)
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Todays Agenda
Front-end analysis in performance-based organizations
Four major types of analysis
Goal Analysis
Job Analysis (Job PerformanceProfiling)
Task Analysis (Best Practice Detailing)
Performance Analysis
The link between analysis andevaluation
How CEP can help
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We Define Job Performance ExpectationsThrough Job Performance Profiling
PurposeTo define what performers need to doat the joblevel and how well they need to do itto meetexpectations
What is competent performance?
DefineExpectations
IdentifyJob Tasks
Identify performancestandards for each task
Identify importance,difficulty, frequency of
each task
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Job Task Defined
A jobis a collection of tasks.
A taskis a series of steps leading to a
meaningful outcome/accomplishment.
A step is oneof the actions that need to be
taken to accomplish the outcome.
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Job Task Defined
A jobis a collection of tasks. Infantryman
A taskis a series of steps leading to a
meaningful outcome. Navigate using a map and compass
A step is oneof the actions that need to be
taken to accomplish the outcome. Identify topographic symbols on a militarymap
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Job Tasks Can Be Technical or Managerial
Technical Tasks Managerial/Leader Tasks Secure deployment
package for airdrop
Operate a machine gun
Clean up a hazardouschemical spill
Conduct areconnaissance
Clean a personalprotective mask
Secure flight line sector
Conduct a performancereview
Conduct a staff meeting
Give employee feedbackon performance
Create an annual budget
Prepare an operations
order Review readiness plans
Conduct training
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The Value of Job Performance Profiling
What do you need someone to be able todo? How well do they need to do it? Makes performance expectations clear and
explicit Can be used immediately as a performance
management tool
Can be used to gain consensus of key
stakeholders
Helps prioritize training needs
How We Conduct Job Performance
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How We Conduct Job PerformanceProfiling
Meet with leadership to definethe expectations for the job,including linkages to mission,goals, and strategies
Interview subject matterexperts, including supervisorsand star performers
Document and test foraccuracy
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Example
Project: SBS
Job: SBS
Accomplishment/Duty: Processor
Data Gathering Methods: Interview &Observation
Source(s) of Information: Frontline Supervisor,Senior Supervisor, Distribution Rep 4, DistributionCenter Rep 4, Processor, SJTs, supportdocuments
Date(s) Information Collected: April 8, 2005
Tasks Cues Outcomes Criteria for Success ofTask TaskDocumentedYes/No
I D F
Prepare forProcessing
Shift isbeginning
Processor
is returningfrom lunchor break
Bench isprepared
Processor
is loggedonto CRT
Bench is adjusted correctly
Supplies are replenishedaccording to Supply List
All required equipment is on
Water in tape machine ismore than 1/3 full
Correct user ID andpasswords are entered inCRT
CRT is ready to scanworksheet
Yes 3 2 1
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Todays Agenda
Front-end analysis in performance-based organizations
Four major types of analysis
Goal Analysis
Job Analysis (Job PerformanceProfiling)
Task Analysis (Best Practice Detailing)
Performance Analysis
The link between analysis andevaluation
How CEP can help
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What is Task Analysis?
Documents the steps and decisions performersshould follow to complete a job task
Completed through observation, focus groups,
one on one interview of star performers
Derived from best practices
Can be documented in flowcharts or putimmediately into Performance Guide format
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Example
3 Determine if special project must be forwarded to HIGHER command level for approval/authorization and or funding
If Special Project is: And Local Funds are: Then:
Within CO approval authority:
Construction under $100,000
Repairs/Maintenance under $200,000
Available
NOT Available
No need to forward
Forward for funding
Outside CO approval authority:
Construction between $100,000 and$200,000
Repairs/Maintenance over $200,000
Available
NOT available
Forward for approval
Forward for funding and approval
NOTE: You may be required at times to respond to requests from the chain-of-command to forward all special projects
over a set dollar figure. This is an exception to the above policy.
4 Forward to Station CO for approval
5 Ensure Step 1 documentation has been forwarded to Echelon II (if required)
Note: Public Works is responsible for forwarding documentation to Echelon II via the Chain-of-Command.
Process Special Project Documentation for Construction and Repair (extract-Navy Mgr. Handbook)
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The Value of Task Analysis
Ensures training is basedon best practices
Provides consistency
Increases productivity Improves efficiency
Reduces waste
Can be used toimmediately improveperformance even before
training is developed
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The Next Step: Deriving Skills
Once you have detailed the best practices throughtask analysis, you can identify skills required tocomplete the task.
* Only CEP identifies tasks and skills
Document Depicts Outcome
Task Flow Chart Key steps and decisions Best process
Skill Hierarchy The relationshipbetween skills needed
to perform a task
Best learning sequence
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Sample Skill Hierarchy
ReceiveInbound
Calls
Transfer aCall
Place Callon Hold
CreateConference
Call
Operate the Phone SystemReceive Calls
Locate &operateTransferbutton
Locate & operate thehold, in calls, ext,release & transfer
keys
Discriminatebetween long& short wait
Locate &operate thehold, in calls& ext. keys
Discriminatebetweeninternal &
external calls
Distinguishbetween warm &
cold transfers
Recall functions ofother companydepartments &
individuals
Locate &Operate
Mute button
Performance-Based USAF Family Readiness
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Day 1 Day 2 Day 3 Day 4
Family Readiness: AnHistorical Perspective
The Making ofthe FamilyReadiness
NCO Position
Job Duties andResponsibilities
Day 5
Crisis Response toInclude Casualties
Review Base and FSCContingency Plans
All Exercises Conducted Under a Pre-or War-Time Scenario Involving Eagle Point AFB Simulation
AAR Briefings andLessons LearnedAssessment
AAR Briefings andLessons Learned
Individual ApplicationPlanning andDiscussions
AAR Briefings and
Lessons Learned
FamilySeparations Dueto Deployments
Family Readiness: ATeam Concept
Evacuation Planningand Response
EvacuationResponse Exercise
Tactical Dinner Conduct ContingencyPlanning AAR
Conduct CrisisResponse AAR
Conduct EvacuationPlanning AAR
Training Supports: Job Aids War-time
scenario Eagle Point AFB
simulation Eagle News
Network real-time newsbroadcasts
Controllers Base leadership
involvement
Self-Paced Individual
Work
Practical application
with integrated Practiceand Skill Checks
Facilitator-led
discussions
Readiness Teammeetings and
discussions
Small group
presentations
Pre-work
Performance-Based USAF Family ReadinessNCO Qualification Training Course MapExample
Morning
Afternoon
Loss and Grief
Contingency &DeploymentsPlanning and
Execution ExerciseCrisis Response
Exercise
Crisis Response toInclude CasualtiesEvaluations and
Graduation
Outside Class-Readiness Team Meetings, Discussions, and After -Action Reviews
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Todays Agenda
Front-end analysis in performance-based organizations
Four major types of analysis
Goal Analysis
Job Analysis (Job PerformanceProfiling)
Task Analysis (Best Practice Detailing)
Performance Analysis
The link between analysis andevaluation
How CEP can help
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Why Conduct Performance Analysis
Now that weve defined and describedcompetent performance
Why arent performers able to do what weneed them to do?
Performance Analysis is the tool of choice.
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Performance Analysis is Crucial
If other people areasking for training, youmust do Performance
Analysis to determine: Whats causing the
problem?
Is it a problem thattraining will fix?
Are there lessexpensive remedies?
Different Obstacles Call for Different
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Different Obstacles Call for DifferentSolutions
Will
Skills
Hills
Obstacle:
Gaps in RequiredSkills
Solution:
Performance-BasedInstruction
Obstacle:
Lack ofMotivation
Solution:
RearrangeConsequences
Obstacle:
OperationalSupport
Solution:
Remove orWork Around
Optimal
Performance
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Overview of the Process
Three Main Steps:
1. Define the problem
2. Analyze the causes ofthe problem
3. Identify & implement
effective solutions
Training Is Only a Solution to Closing
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Training Is Only a Solution to ClosingSkill Gaps
Could people do it right iftheir lives depended onit?
Do they do it correctlynow and then?
Have they everdone itright?
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Eliminating Skill Gaps
Performance Aids
Full-Blown Training
On the Job Training
Coaching/Mentoring
Most Performance Problems Cant Be
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Most Performance Problems Can t BeSolved Just By Training
There are almost alwaysmotivational obstacles
Positive performance is
punishing
Negative performance isrewarding
There are no consequencesat all
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Removing Will Barriers
Positive performance is punishing Remove or reduce punishment Provide positive consequences
Negative performance is rewarding
Remove or reduce reward Provide equal or greater positive consequences for
positive performance
No consequences Provide positive consequences for positive
performance Make it matter
Operational/Environmental Obstacles Can Also
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Operational/Environmental Obstacles Can AlsoPrevent Performance
Not enough time orresources
Existing rules/policies
Lack of authority
Lack of information
Lack of adequatespace
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Removing Environmental/Operational Obstacles
Reduce
Remove
Work around
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Todays Agenda
Front-end analysis in performance-based organizations
Four major types of analysis
Goal Analysis
Job Analysis (Job PerformanceProfiling)
Task Analysis (Best Practice Detailing)
Performance Analysis
The link between analysis andevaluation
How CEP can help
Analysis Links Directly to Measurement an
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Analysis Links Directly to Measurement anEvaluation
Job Analysis leads to JobPerformanceProfile Performance
ShouldsTask
Analysis
leads to Best Practice
Detailing
Performance Analysis identifies causes for gaps
Measure Against the Pre-Specified
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Measure Against the Pre SpecifiedPerformance Criteria
Measurement tells whether
1. People are performing as desired
2. Performance changed
3. Your intervention(s) worked
Analysis MeasurementSolutions
Use Analysis as Basis for Performance
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Use Analysis as Basis for PerformanceManagement
Analysis Deliverables Job Performance
Profile
Best practice detail
Obstacles toperforming tostandards
Problem costs
Data Used To: Coach and monitor
performance
Evaluate performance
Identify highperformers
Baseline for ROI for
prioritization andmeasurement
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Measuring the Return
Goals MetricsImproved productivity
Increased tactical success
Improved maintenance posture
Increased readiness postureMore accurate intelligencereporting
Increased operations tempo
Cycle times
Production costs
On-time delivery
Lost work orders Waste and rework
Customer satisfaction rate
Rounds on target
Sortie rate
ROV recovery rate
Machine set up time
Maintenance and repair costs
Mean time between failure rate
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In Summary
Analysis enables us to: Guarantee results
Use training only when training will work
Apply other less expensive solutions whenappropriate
Manage performance more effectively
Measure results
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Todays Agenda
Front-end analysis in performance-
based organizations
Four major types of analysis
Goal Analysis
Job Analysis (Job PerformanceProfiling)
Task Analysis (Best Practice Detailing)
Performance Analysis
The link between analysis andevaluation
How CEP can help
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Who We Are
Own the Workforce Performance ImprovementNiche
Unequaled in the industry
Seasoned consulting bench with deep, industry, business,
military, and government process experience Cracked the code on linking one of a companys largest
assets (people) to business results
Over two decades of unsurpassed quality
Over 800 years of collective experience in human
performance More than 25 international awards for quality and results
Sole source for Dr. Robert Magers workshops
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Criterion-Referenced Instruction
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Criterion Referenced InstructionGuarantees Results
The Benefits of Criterion-Referenced
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Eliminating the Learning Curve
The Benefits of Criterion ReferencedInstruction
CEP has Supported Many Organizations in
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CEP has Supported Many Organizations inMoving to Performance-Based
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Next Steps
To request details about the informationpresented today, please fill out the surveyafter the Webinar
To discuss your specific challenges andneeds, call us at 770-458-4080
Q i
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Questions
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Center for Effective Performance 1100 Johnson Ferry Rd, Ste 150 Atlanta, Georgia 30342
CEP
www.cepworkforceperformance.com770-458-4080
WORKFORCE PERFORMANCE. WE WROTE THE BOOK