0. <CLIENT> CAD Design Team Meeting Kick-off Presentation
<Date>
Prepared for:
<Name, Title> <Name, Title> <Name, Title>
Prepared by:
<Name, Title>
XXX ###

1. Project Purpose and Background
The purpose of the project is to
Develop a performance-based, Curriculum Architecture DesignSM (CAD) for . . .
. . . using EPPIC’s PACTSM Process for CAD
<CLIENT>
<TARGET AUDIENCE>
CAD Phase 1
CAD Phase 2
CAD Phase 3
CAD Phase 4
©2002 EPPIC, Inc.
Project
Planning
& Kick-off
Analysis
Design
Implementation
Curriculum Architecture Design and PACT Process are service marks of EPPIC, Inc.

2. Meeting Purpose
The purpose of this meeting is to

3. Design Meeting Agenda Meeting open and introductions
Project background, overview, and status update
Design Phase overview
Meeting summary and close

4. Meeting Participant Introductions
Name
Organization/job title
Background experience
“Stakes” in this project effort
Plus any . . .
Questions/Comments/Concerns

5. CAD Overview and Orientation Review
This project is being conducted using CADDI’s PACT Process for Curriculum Architecture Design (CAD)
A Curriculum Architecture Design (CAD)
Is a systems engineering view of the total training & development product line for a designated target audience(s)
Identifies both current “training available” and “gaps” to facilitate gap prioritization, planning, and resourcing
Produces “macro” analysis and design outputs
For use later in the new (training) product development methodology (as prioritized/planned/resourced)

6. CAD Overview and Orientation Review (continued)
CAD products for the ISD customer
T&D
Path
– a menu of relevant T&D –
T&D Event Title 1
T&D
Event
Number
Learning
Cycle
Phase
Employee
Needs for
Specific
Assignment ü
Priority for
Employee’s
Development
H/M/L
Needs
T&D Events
to be
Scheduled
Actual
Completion
Dates
MM/Q/YY
Planned
©2002 EPPIC, Inc.
TMC Orientation
TMC Policies and
Procedures
TMC Management
Processes
Laws, Regulations,
and Codes Impacting
a TMC Store
TMC Field Operations
TMC Inventory Control
Systems User Skills 04 32 02 29 05 20
TMC Stores
Individual T&D Planning Guide
Employee Name
John Smith
Store Manager
Karen Jones H
4/1
4/15 M
5/1
5/10
Individual
T&D Planning
Guide
– a tool to use when downselecting T&D –

7. CAD Overview and Orientation Review (continued)
CAD products for the ISD supplier
Module Inventory Framework 1 2 3 4 5
Event
Specs
Module
Specs
Specifies gap T&D Events
T&D product
Specifies gap T&D Modules
T&D subassembly
Organizes T&D Modules to promote reuse
T&D Module Inventory

8. CAD Overview and Orientation Review (continued)
The use of teams throughout all phases of the project in conjunction with a structured, gated process results in reduced cycle time, accelerated development, and higher quality outputs
The CAD process is customer-/stakeholder-driven
Results in a more appropriate design
Better customer understanding of that design
Increased development and implementation resources and support from the customer

9. CAD Process Four-Phase Approach
CAD Phase 1
CAD Phase 2
CAD Phase 3
CAD Phase 4
Project
Planning
& Kick-off
Analysis
Design
Implementation
©2002 EPPIC, Inc.
This project is being conducted via the following four phases using a team process:
Phase 1: Project Planning & Kick-off
Phase 2: Analysis
Phase 3: Design
Phase 4: Implementation Planning

10. Key CAD Outputs
Key Outputs of a Curriculum Architecture Design Project
Kick-off Phase
Analysis Phase  
Project Plan
Target Audience Data Job: A
Performance Model Job: A 
Design Phase
Knowledge/ Skill Matrix 
Individual T&D Planning Guide
Target Audience Data Job: B
Performance Model Job: B 
Existing T&D Assess- ments 
T&D Path for a Job/Job Family
Target Audience Data Job: C
Performance Model Job: C 
Target Audience Data Job: D
Performance Model Job: D
T&D Module Specs
Implementation
Phase  
T&D Module Inventory Framework
Gap Priorities
T&D Event Specs
©2002 EPPIC, Inc.

11. Key CAD Concepts
A T&D product is a T&D Event (standard deliverable) composed of
T&D Modules (Event subassemblies/ components)
A T&D Module may exist within multiple T&D Events
Is shareable (as appropriate)
T&D Events and/or Modules should be implemented on a priority/ROI basis
Priorities: High, medium, low, zero (developed/acquired)
Low priorities should never be resourced
T&D Event: XYZ
Module: 1.02
Module: 5.71
Lesson A
Lesson A
Lesson B
Lesson B
Lesson C
T&D Event: ABC
Module: 1.02
Module: 5.71
Lesson A
Lesson A
Lesson B
Lesson B
Lesson C
©2002 EPPIC, Inc.

12. Key CAD Concepts (continued)
T&D Modules and Events may be delivered via the following deployment platforms:*
Deployment platforms used in the current CAD
Lab (GP)
Classroom (GP)
S-OJT: Structured, on-the-job training (SP)
Other/optional deployment platforms for future use
Document (SP)
CBT/Multimedia (SP)
E-Learning
LotusNotes (SP)
Intranet/Homepage (SP)
Regional LAN (SP)
Performance Aid (SP)
Audiotape (SP)
Videotape (SP)
U-OJT: Unstructured, on-the-job training (SP)
Interactive Distance Learning (GP or SP)
GP = Group-paced instruction
SP = Self-paced instruction
*Depending on the availability of delivery hardware, software, and other infrastructure

13. CAD Process Project Teams and Roles
Five Key Project Teams
Project Steering Team
Select candidate members for the Analysis, Design, and Implementation Planning Teams
Review/critique the CAD Analysis Report
Review/critique the CAD Design Document
Review/critique the Implementation Planning Report
Analysis Team(s)
Provide input in the analysis meeting regarding performance requirements and knowledge/skill requirements
Provide input regarding the typical performance gaps and possible causes of incumbent performers
Project Steering Team
Analysis
Team
Design
Team
Implementation Planning Team
Project ISD Team

14. CAD Process Project Teams and Roles (continued)
Project Steering Team
Analysis
Team
Design
Team
Implementation Planning Team
Project ISD Team
Design Team
Influence the design of the T&D Path(s) structure and the T&D Module and Event Specifications
Define typical T&D Paths for the <TARGET AUDIENCE> key roles
Implementation Planning Team
Prioritize the gap T&D Modules and Events
Establish the development costs for the gap T&D Modules and Events
Project ISD Team
Conduct the actual work of the project
Composed of personnel from <xxx>

15. CAD Process Phase 3: Design
CAD Phase 1
CAD Phase 2
CAD Phase 3
CAD Phase 4
Design
©2002 EPPIC, Inc.
Project
Planning
& Kick-off
Analysis
Implementation
Description – The Design Team is facilitated through a systematic design process; some details are completed after the design meeting
Key Activities/Tasks – A Design Team composed of one to three members from the Analysis Team and members of the Project Team meet to define the design outputs; subsequently, a Project Steering Team gate review meeting is held
Key Outputs –
Design Document with T&D Path(s), T&D Module Specifications, T&D Event Specifications, T&D Module Inventory Framework, and Individual T&D Planning Guide(s)
Phase 3 Kick-off Presentation
Phase 3 Review Presentation
Note: The intent of the team approach to design is not “to design by committee” but to influence the designers by committee

16. CAD Design Steps 1. Establish the T&D Paths - Beginning - Middle - End
2. Establish AoP-derived Modules and place/sort on to the path(s) (B-M-E)
3. Review Existing T&D Assessments (ETAs) and sort onto the path(s)
4. Review each enabling knowledge/skill item and
- Embed into AoP-derived Module or
- Place prior to first AoP-derived Module it enables
5. Modularize all nonembedded knowledge/skill items

17. CAD Design Steps (continued)
6. Check sequence/flow of all
- AoP-derived Modules
- ETAs
- K/S-derived Modules
7. “Eventize” all Modules, sequence on path, and detail deployment method, estimated length, etc.
8. Clean up T&D Path
- Final titling, sequence, and phase timing
9. Close effort and debrief

18. T&D Path and Individual Planning Guide Overview
T&D Event Title 1
T&D
Event
Number
Learning
Cycle
Phase
Employee
Needs for
Specific
Assignment ü
Priority for
Employee’s
Development
H/M/L
Needs
T&D Events
to be
Scheduled
Actual
Completion
Dates
MM/Q/YY
Planned
©2002 EPPIC, Inc.
TMC Orientation
TMC Policies and
Procedures
TMC Management
Processes
Laws, Regulations,
and Codes Impacting
a TMC Store
TMC Field Operations
TMC Inventory Control
Systems User Skills 04 32 02 29 05 20
TMC Stores
Individual T&D Planning Guide
Employee Name
John Smith
Store Manager
Karen Jones H
4/1
4/15 M
5/1
5/10

19. T&D Events and Modules Overview
Module A
Deployment Method:
Length:
AoP Stuff -
Enabling K/S Stuff
Embellishments
Event XYZ A B C D G H

20. Next Steps and Meeting Close
Conduct Phase 3 gate review with the Project Steering Team to review/modify (approve the design)
Meet with Implementation Planning Team to determine priorities for all “gaps”
Develop draft Implementation Planning Report for review with the Project Steering Team
Conduct Phase 4 gate review with the Project Steering Team to review/modify (approve the priorities)
Thank you for your participation

21. Key Project Contacts <CONTACT NAME> <ADDRESS>
<PHONE/FAX/ >
<CONTACT NAME>
<ADDRESS>
<PHONE/FAX/ >