innovative hpt practices in data analysis, collection, and measurement

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2 Performance Improvement, vol. 46, no. 9, October 2007 ©2007 International Society for Performance Improvement Published online in Wiley InterScience (www.interscience.wiley.com) DOI: 10.1002/pfi.158 EDITOR’S NOTES INTERNATIONAL SOCIETY FOR PERFORMANCE IMPROVEMENT OFFICERS Jeanne Farrington, President Matthew Peters, President-elect Clare Elizabeth Carey, Past President Jim Fuller, Director Miki Lane, Director Darlene Van Tiem, Director Timm Esque, Director Mary Norris Thomas, Director Richard D. Battaglia, Executive Director PERFORMANCE IMPROVEMENT EDITORIAL GROUP Richard D. Battaglia, Publisher Holly Burkett, Editor April Syring Davis, Associate Executive Director EDITORIAL, ADVERTISING, AND MEMBERSHIP OFFICE International Society for Performance Improvement 1400 Spring Street, Suite 260 Silver Spring, MD 20910 Phone (301) 587-8570 Fax (301) 587-8573 Performance Improvement (formerly Performance & Instruction) (ISSN: 1090-8811, electronic ISSN: 1930-8272) is published monthly except for combined May/June and November/December issues by Wiley Periodicals, Inc., a Wiley Company. Copyright © 2007, International Society for Performance Improvement. All rights reserved. Periodicals Postage Paid at Hoboken, NJ, and additional mailing offices. Subscriptions: $75 for individuals and $275 for institutions in the U.S. For all subscription inquiries contact: Wiley Periodicals, Inc., 989 Market Street, San Francisco, CA 94103-1741. Phone: 888-378-2537 (toll-free); 415-433-1767 (toll call). Fax: 888-481-2665 (toll-free); 415-951-8553 (toll number). Email: [email protected]. Postmaster: Send address changes to the subscription address above. Performance Improvement is com- mitted to presenting multiple voices and perspectives related to the prac- tice of human performance technol- ogy. Opinions of the authors do not necessarily represent the beliefs of ISPI or the editor. INNOVATIVE HPT PRACTICES IN DATA ANALYSIS, COLLECTION, AND MEASUREMENT Holly Burkett, CPT JACK AND PATRICIA PHILLIPS begin this issue with the first of a two-part series that describes the value shift toward increased accountability in performance improvement work. In today’s organizations, stakeholders and project sponsors are placing more emphasis on the monetary value of workplace learning and/or HPT projects and chal- lenging those who have responsibility for project success to demonstrate how their ini- tiatives contribute to improved organizational performance. This first feature describes the return-on-investment methodology and highlights how performance improvement professionals can use it to meet accountability demands, add value, get results, and ulti- mately, position themselves as a strategic business partner. Achieving desired performance results with an HPT intervention begins with a link- age to clearly defined needs. Innovative practices for needs assessors are provided by Mary Lanigan in a feature that explores how the conventional use of interviews, surveys, and focus groups to collect data can often lead to limited results. To illustrate contempo- rary modifications to focus group procedures and survey data, Lanigan uses a case study approach to show assessors how to specify concrete benchmarks in order to obtain indis- putable evidence of optimal performance. Donald Winiecki follows with a discussion about the foundational assumptions of performance improvement. He contends that these assumptions come from a single- minded economic and engineering orientation that arises from a concern for maintain- ing and enhancing other forms of value. Through ethnographic research and its principles, models, and theories, the author promotes this other form of value as an important and even essential component of the future of performance technology and its practitioners’ knowledge and skills. Next, Abhay Padgaonkar describes an award-winning case study in which a holistic, employee-centered approach was implemented by the leadership team of a service organization in order to engage personnel in the drive to deliver outstanding perfor- mance results. Despite the challenges of complacency, geographical diversity, organiza- tional newness, cultural differences, and limited resources and investment, stakeholders found that the performance improvement strategy significantly raised customer satisfac- tion and improved employee morale. Anne Marrelli closes this issue with the ninth article in the Performance Technologist’s Toolbox series. This feature explores how to enhance data collection methods through the use of unobtrusive measures. These measures offer a diverse set of methods to eliminate measurement reactivity, which has long been a concern in the social and behavioral sci- ences. The advantages and disadvantages of employing unobtrusive measures are pro- vided, along with basic guidelines for their use in all aspects of performance technology: performance analysis, performance assessment, learning needs analysis, applied research, organizational change and development, and program evaluation. May the HPT concepts and strategies described in this issue add value to your profes- sional growth and help you in achieving your own desired results. [email protected]

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Page 1: Innovative HPT practices in data analysis, collection, and measurement

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Performance Improvement, vol. 46, no. 9, October 2007©2007 International Society for Performance ImprovementPublished online in Wiley InterScience (www.interscience.wiley.com) • DOI: 10.1002/pfi.158

ED I TOR ’S NOTES

INTERNATIONAL SOCIETY FOR PERFORMANCE IMPROVEMENTOFFICERS

Jeanne Farrington, PresidentMatthew Peters, President-electClare Elizabeth Carey, Past PresidentJim Fuller, DirectorMiki Lane, DirectorDarlene Van Tiem, DirectorTimm Esque, DirectorMary Norris Thomas, DirectorRichard D. Battaglia, Executive Director

PERFORMANCE IMPROVEMENTEDITORIAL GROUPRichard D. Battaglia, PublisherHolly Burkett, EditorApril Syring Davis, Associate ExecutiveDirector

EDITORIAL, ADVERTISING, ANDMEMBERSHIP OFFICEInternational Society for Performance Improvement1400 Spring Street, Suite 260Silver Spring, MD 20910Phone (301) 587-8570Fax (301) 587-8573

Performance Improvement (formerly Performance & Instruction) (ISSN: 1090-8811, electronic ISSN:1930-8272) is published monthlyexcept for combined May/June andNovember/December issues by WileyPeriodicals, Inc., a Wiley Company.

Copyright © 2007, InternationalSociety for PerformanceImprovement. All rights reserved.

Periodicals Postage Paid at Hoboken,NJ, and additional mailing offices.

Subscriptions: $75 for individualsand $275 for institutions in the U.S.For all subscription inquiries contact:Wiley Periodicals, Inc., 989 MarketStreet, San Francisco, CA 94103-1741.Phone: 888-378-2537 (toll-free);415-433-1767 (toll call).Fax: 888-481-2665 (toll-free);415-951-8553 (toll number).Email: [email protected].

Postmaster: Send address changes to the subscription address above.

Performance Improvement is com-mitted to presenting multiple voicesand perspectives related to the prac-tice of human performance technol-ogy. Opinions of the authors do notnecessarily represent the beliefs ofISPI or the editor.

INNOVATIVE HPT PRACTICES IN DATA

ANALYSIS, COLLECTION, AND MEASUREMENTHolly Burkett, CPT

JACK AND PATRICIA PHILLIPS begin this issue with the first of a two-part series thatdescribes the value shift toward increased accountability in performance improvementwork. In today’s organizations, stakeholders and project sponsors are placing moreemphasis on the monetary value of workplace learning and/or HPT projects and chal-lenging those who have responsibility for project success to demonstrate how their ini-tiatives contribute to improved organizational performance. This first feature describesthe return-on-investment methodology and highlights how performance improvementprofessionals can use it to meet accountability demands, add value, get results, and ulti-mately, position themselves as a strategic business partner.

Achieving desired performance results with an HPT intervention begins with a link-age to clearly defined needs. Innovative practices for needs assessors are provided byMary Lanigan in a feature that explores how the conventional use of interviews, surveys,and focus groups to collect data can often lead to limited results. To illustrate contempo-rary modifications to focus group procedures and survey data, Lanigan uses a case studyapproach to show assessors how to specify concrete benchmarks in order to obtain indis-putable evidence of optimal performance.

Donald Winiecki follows with a discussion about the foundational assumptions ofperformance improvement. He contends that these assumptions come from a single-minded economic and engineering orientation that arises from a concern for maintain-ing and enhancing other forms of value. Through ethnographic research and itsprinciples, models, and theories, the author promotes this other form of value as animportant and even essential component of the future of performance technology andits practitioners’ knowledge and skills.

Next, Abhay Padgaonkar describes an award-winning case study in which a holistic,employee-centered approach was implemented by the leadership team of a serviceorganization in order to engage personnel in the drive to deliver outstanding perfor-mance results. Despite the challenges of complacency, geographical diversity, organiza-tional newness, cultural differences, and limited resources and investment, stakeholdersfound that the performance improvement strategy significantly raised customer satisfac-tion and improved employee morale.

Anne Marrelli closes this issue with the ninth article in the Performance Technologist’sToolbox series. This feature explores how to enhance data collection methods through theuse of unobtrusive measures. These measures offer a diverse set of methods to eliminatemeasurement reactivity, which has long been a concern in the social and behavioral sci-ences. The advantages and disadvantages of employing unobtrusive measures are pro-vided, along with basic guidelines for their use in all aspects of performance technology:performance analysis, performance assessment, learning needs analysis, applied research,organizational change and development, and program evaluation.

May the HPT concepts and strategies described in this issue add value to your profes-sional growth and help you in achieving your own desired results.

[email protected]