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Influences & Resources

Acknowledgement of Authors, Colleagues, Partners

We are active learners and do our best to reflect practices based on trusted, repeatable research. And because the market doesn't stand still, we do our best to stay on top of emerging research.  

Our practice has been influenced and informed by a number of authors, colleagues, and partners. We would like to acknowledge them and express our gratitude for their contributions to their respective professional communities and from time-to-time, their counsel. We have learned from, and have been shaped by their ideas.

Dale Brethower Ph.D., Performance Analysis: Knowing What to Do and How: 2007 - systems thinking, multi-level performance analysis

Dale Brethower Ph.D., Karolyn Smalley: Performance-Based Instruction: Linking Training to Business Results: 1998 - analysis methods, instructional design, linking training to business goals and outcomes

Ruth Colvin Clark: Evidence-based Training Methods: A Guide for Training Professionals (2nd Edition): 2015 - analysis methods, instructional design, product development

Curriculum Architecture Design & Development Institute (CADDI filed bankruptcy in 2001) - Modular Curriculum and Modular Instruction methods (a forerunner to lean-ISD), performance consulting, performance analysis methods, curriculum architecture design (development maps), training design, project management

Dr. W. Edwards Deming: Four Day Seminar

Dr. W. Edwards Deming: The Deming Video Library: quality improvement, 14 points, red bead experiment, common cause & special cause variation, the funnel experiment (tampering)

Dr. W. Edwards Deming: Out of the Crisis: 1982 - quality improvement, theory of profound knowledge, 14 points, red bead experiment, the funnel experiment (tampering), analysis framework

Dr. W. Edwards Deming: The New Economics: For Industry, Government, Education: 1993 - quality improvement, theory of profound knowledge

Walter Dick, Lou Carey, James O. Carey: The Systematic Design of Instruction: 2005 - instructional design principles, process, and tools

Robert Gagne, Leslie Briggs, Walter Wager: Principles of Instructional Design: 1988 - analysis methods, instructional design, product development

Thomas F. Gilbert: Human Competence: Engineering Worthy Performance: 1978, 2007 - definition of performance, analysis framework

Thomas F. Gilbert: Praxeonomy: A Systemic Approach to Identifying Training Needs: Management of Personnel Quarterly: Fall, 1967

Eliyahu M. Goldratt: The Goal: The Process of Ongoing Improvement: 1992 - theory of constraints, quality improvement, analysis methods

Conrad Gottfredson, Ph.D., Bob Mosher: Innovative Performance Support: Strategies and Practices for Learning in the Workflow: 2011 - performance support, analysis methods, design methods

Jackie Graham, Ph.D., Michael Cleary, Ph.D.: Practical Tools for Continuous Improvement Volume 2: Problem-solving and Planning Tools - quality improvement, quality tools, analysis methods

Dr. Brian L. Joiner: Fourth Generation Management: The New Business Consciousness: 1994 - quality improvement, understanding of variation

Dr. Joseph M. Juran: Juran on Quality by Design: The New Steps for Planning Quality into Goods and Services: 1992 - quality improvement, quality tools, planning tools

Dr. Joseph M. Juran, A. Blanton Godfrey: Juran's Quality Handbook: 1988 - quality improvement, quality tools

Roger Kaufman, Ingrid Guerra-Lopez: Needs Assessment for Organizational Success: 2013 - analysis framework, analysis methods

Donald L. Kirkpatrick: Evaluating Training Programs: Second Edition: 1998 - training evaluation framework, planning for evaluation

Michael Lewrick, Patrick Link, Larry Leifer: The Design Thinking Playbook: 2018

Robert F. Mager, Peter Pipe: Analyzing Performance Problems: 1984 - analysis methods, process for selecting intervention type

Robert F. Mager: Making Instruction Work, or Skillbloomers: A Step-by-Step Guide to Designing and Developing Instruction that Works: 1988 - analysis methods, design methods

Beth McGoldrick, Deborah Tobey: ATD Training Basics Series: Needs Assessment Basics: 2016

Oriel STAT A MATRIX (formerly Joiner Associates Inc. which later became Oriel Incorporated, and then merged with STAT A MATRIX in 2001) - six sigma (DMAIC, DMADV, DFSS), lean, quality improvement, quality tools, analysis methods, voice of the customer

Ajay M. Pangarkar, Teresa Kirkwood: The Trainer's Balanced Scorecard: A Complete Resource for Linking Learning to Organizational Strategy: 2009 - framework for measuring training and the training function, business alignment, analysis methods

Jack J. Phillips, Lynn Schmidt: Implementing Training Scorecards: In Action: 2003 - framework for measuring training and the training function, business alignment, analysis methods

Patricia Pulliam Phillips, Ph.D., Jack J. Phillips, Ph.D.: The Business Case for Learning: Using Design Thinking to Deliver Business Results and Increase the Investment in Talent Development: 2017 - framework for measuring training, analysis methods

Robinson & Robinson: Performance Consulting: Moving Beyond Training: 1996 - performance consulting methods, performance map, performance model, analysis methods

Allison Rossett, Lisa Schafer: Job Aids & Performance Support: Moving from Knowledge in the Classroom to Knowledge Everywhere: 2007

Geary A. Rummler, Alan P. Brache: Improving Performance: How to Manage the Whitespace on the Organizational Chart: 1995 - framework for performance, performance model, performance consulting methods, analysis methods

Peter Scholtes: The Team Handbook: How to Use Teams to Improve Quality: 1988 - developing high-performing teams

Peter M. Senge: The Fifth Discipline: The Art and Practice of the Learning Organization: 1990 - system archetypes, reinforcing and balancing loops, systems theory

Patti Shank, PhD: Manage Memory for Deeper Learning: 21 Evidence-based and easy-to-apply tactics that support memory while learning and beyond: 2018 - effective, research-based instructional design

Patti Shank, PhD: Practice and Feedback for Deeper Learning: 26 Evidence-based and easy-to-apply tactics that promote deeper learning and application: 2017 - effective, research-based instructional design

Patti Shank, PhD: Write and Organize for Deeper Learning: 28 Evidence-based and easy-to-apply tactics that make your instruction better for learning: 2017 - effective, research-based instructional design

Ray Svenson, Karen Wallace, Guy Wallace, Bruce Wexler: The Quality Roadmap: How to Get Your Company on the Quality Track - And Keep it There: 1994 - model for quality

Svenson & Wallace Inc.: performance analysis, instructional design

Will Thalheimer, Ph.D.: The Learning-Transfer Effectiveness Model: Sending Messages to Enable Learning Effectiveness 2017 - framework for analyzing training results and impact

David van Adelsberg, Edward A. Trolley: Running Training Like a Business: Delivering Unmistakable Value: 1999 - framework for measuring training, analysis methods

Guy Wallace: lean-ISD: 1999 - performance analysis and performance model, curriculum architecture design (development maps), training design, project management

Guy Wallace: T&D Systems View: 2001 - framework for organizing and improving the training function

Jim Williams, Steven Rosenbaum: Learning Paths: Increase Profits by Reducing the Time it Takes Employees to Get Up-to-Speed: 2004 - learning paths (development maps), analysis methods, design methods

Joe Willmore: ATD Training Basics Series: Performance Basics: 2016

Dr. Stephen Yelon: Powerful Principles of Instruction: 1996 - instructional design methods, curriculum design