Developing Useful Survey Instruments

Hamett Brown
60-Minute Session
with Dale Lunsford

Developing Useful Survey Instruments

Participants will learn to develop and administer a survey instrument for organizational research. Participants will actively develop a survey to collect organizational data (attitudinal and demographic), determine the proper sampling frame, and recognize that these data may be used for various purposes. Participants will also learn methods used to increase return rates.

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Dr. Hamett Brown is an assistant professor in the Department of Human Capital Development at the University of Southern Mississippi. He teaches various research courses, including Survey Design, to PHD students. He has developed or assisted in developing numerous surveys throughout his career. He guides doctoral candidates in conducting quality dissertation research. Presentations have included regional education research associations and independent schools associations.

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A Tale of Three Cities: Envisioning the Future

Nancy Burns, CPT
60-Minute Session
with Al Crain, CPT

A Tale of Three Cities: Envisioning the Future

In this session, participants will learn how a rural community engaged a county, three city governments, and local organizations to work collaboratively. The initiative is a collaborative effort to engage in community-building exercises as part of a comprehensive strategy to improve growth and development opportunities for citizens. Citizens participated in identification of community needs during 19 brainstorming sessions. Participants will learn how performance improvement principles were applied.

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Nancy Crain Burns, CPT, PhD, MBA, PMP, CAEL, is the founder/president of Crain Burns Associates LLC. As a Certified Performance Technologist, she leads individuals, teams, and organizations through strategies, identifying opportunities that achieve effective solutions. She has presented at past ISPI conferences. Her dissertation research connected aspects of leadership, communication, and influence styles that enhance self-reflection and collaboration with others. She is chair of the steering committee for a rural community visioning implementation.

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Training Validity and Reliability, Who Needs It?

Scott Casad, CPT
60-Minute Session
with Gordon Hood

Training Validity and Reliability, Who Needs It?

You need it! An immense amount of time and money goes into creating training. Don’t you want to know that your course is training what needs to be trained and is repeatable? The US Coast Guard Course Assessment Program (a prior ISPI Award of Excellence winner) assesses training validity and reliability. Come learn about the processes and procedures, and take home job aids to help drive your training program to greater success and impact.

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Commander Scott Casad, CPT, serves as the chief of Training at US Coast Guard Training Center Yorktown. Previously, he led teams overseeing Coast Guard major acquisitions and mission support services as well as being an instructor and master training specialist. He holds a PhD in Organizational Learning and Development from Old Dominion University. He is a Certified Performance Technologist, the current ISPI President-Elect, and recipient of multiple ISPI Awards of Excellence.

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How IDs Rate Themselves

Kris Felstehausen
60-Minute Session

How IDs Rate Themselves

Ever wonder which ID/PM skills we as a community excel at and which we need to improve? Do you wonder how you rate in comparison to others? In this session, we will review the results of a new tool that allows IDs to rate how consistently they perform 150+ different skills. Some results will not surprise you. Others will leave you wondering if we, as a community, are really being honest about how effectively we work.

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Kris Felstehausen is the author of the VADDIP Business Learning Handbook and ID/PM Skills Self-Assessment, and an independent ID/PM with 20+ years of experience. Over her tenure, she has built a wide variety of blended learning solutions across all forms of media for a variety of audiences in numerous industries. She has a Masters in Training and Performance Improvement and has presented at numerous local and national conferences.

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The Art of Making Stuff Up

Kathleen Fortney
60-Minute Session

The Art of Making Stuff Up

How do you add value in the instructional or performance design process? Many designers feel that their project fate is in the hands of their subject matter experts, without realizing what they can personally do to expand and transform SME content and expedite their projects. This session will provide tips, examples, and practice activities in the art of “making stuff” up to add value during the design process.

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Kathleen Fortney, EdD, has experience in training design and development, project management, business analysis, and performance consulting. She has led a number of learning and performance initiatives for Fortune 500 corporations including design and development of e-learning, ILT, process documentation, change management, and performance support portals, including several Brandon Hall award winners. She has been a speaker at ISPI, ASTDTech, Women Connect, and the Chicagoland eLearning Technology Showcase, and has taught graduate courses at NIU.

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Sales Performance Improvement: Selling HPT to MBAs

Frank Fu, CPT
60-Minute Session

Sales Performance Improvement: Selling HPT to MBAs

As performance improvement professionals, we know that human performance technology (HPT) can benefit sales managers greatly. However, based on my experience as a former sales manager and marketing professor, HPT has yet to become part of the everyday language of sales management. This session will address the challenges and opportunities associated with teaching HPT to business students and sales professionals. Theoretical foundations, important steps, and case studies of the presenter’s sales performance improvement methodology will be presented and discussed.

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Frank Q. Fu, CPT, PhD, is an associate professor of Marketing at the University of Missouri – St. Louis. He has published articles in academic journals including the PIJ and presented at multiple ISPI conferences. In addition to teaching, he strives to help organizations in both the United States and China improve their business performance through consulting and advising efforts. He is a founding member of the ISPI China Chapter and served on the ISPI St. Louis Chapter board.

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Gamification of Value Stream Mapping for Performance

Leanne Jensen
60-Minute Session

Gamification of Value Stream Mapping for Performance

Lean and performance improvement can be married to unlock unlimited performance potential. By using visual stream mapping techniques and partnering with others, performance gaps are identified and appropriate interventions selected to achieve improvements in flow, quality, stability, and morale. Come learn what visual value stream mapping is, how to apply it, and the benefits of keeping it in your performance tool box.

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Leanne Jensen is a project manager for World-class Productivity & Quality at The Boeing Company. Her 15+ years with Lean/Six Sigma has helped her develop a team-based approach to PI. She has spoken at several conferences including ISPI, Institute of Industrial & Systems Engineers, and Society of Women Engineers. She holds an MS in Instructional Design & Technology with a specialization in Training & PI and is currently pursuing her PhD in Performance Improvement.

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Statistics, Not Sadistics: Understanding Statistics in Research

Dale Lunsford
60-Minute Session
with Hamett Brown

Statistics, Not Sadistics: Understanding Statistics in Research

When you think of scholarly papers, do you think of easy-to-read papers providing you with valuable insights for performing your job? No? Scholarly papers often rely on statistics to communicate information. The statistics can get in the way of understanding the papers. This session will provide you with a refresher on how to interpret statistics (no calculations necessary) so you may gain useful knowledge from scholarly research like articles in ISPI’s Performance Improvement Quarterly.

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Dale L. Lunsford, PhD, is an assistant professor in the Department of Human Capital Development at the University of Southern Mississippi. He teaches research methods and statistics to professionals pursuing graduate degrees in human capital development. He conducts and has published research using statistical analyses in a variety of scholarly and professional periodicals, and has delivered presentations at AITP chapters, national professional conferences, academic conferences, and universities.

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Innovation in Government Succession Planning: Case Study

Anne Marrelli
60-Minute Session

Innovation in Government Succession Planning: Case Study

Formal succession planning is rare in federal agencies. Regulations specific to government pose special challenges. This session will present the Federal Aviation Administration’s innovative Succession Planning Program that abides by both the letter and the spirit of the law while preparing successors for mission-critical positions and promoting diversity and inclusion. Challenges, use of technology, and lessons learned will be highlighted. Audience members will learn how to develop a succession planning program for their organization.

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Anne Marrelli, manager of Succession and Career Planning for the Federal Aviation Administration, has over 30 years of experience in performance improvement and talent management in the public, private, and nonprofit sectors. She earned a doctorate in Learning and Development from the University of Southern California. She has also published numerous journal articles and chapters in professional reference books and has made many presentations at ISPI and other professional association conferences.

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Performance-based Training & Evaluation of Team Coordination Skills

Alan Martinez
60-Minute Session
with Thomas Bailey and Bryan Burkhalter

Performance-based Training & Evaluation of Team Coordination Skills

Flight crews possess both pilot flying duties and critical backup skills known as pilot monitoring duties. Although the captain is ultimately responsible, each crewmember must monitor the aircraft’s flight path and operating systems, while simultaneously cross-checking the actions of the other crewmembers. This is true in aviation and in other team-based occupations. This research-based session explores how task performance and backup skills are combined, ultimately creating team performances to increase safety or productivity.

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Alan Martinez designs and develops performance interventions for USCG flight crews. He is a military veteran, and served as instructor/check pilot in the USMC and USCG. He holds a commercial pilot rating and Naval Postgraduate School aviation safety certificate. He worked as aviation safety manager for the USMC and USCG, and aviation training manager for Lockheed Martin and L3 Communications. His PhD research explored cognitive and psychosocial behaviors in multi-piloted cockpits.

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Building an Organizational Strategy in Four Hours

Kery Mortenson, CPT
60-Minute Session
with Tim Gillum

Building an Organizational Strategy in Four Hours

This session will provide the hands-on approach to leverage a creative blend of performance technology tools with the strategic needs of the organization. The innovative nature of this approach breathes new life into the tried-and-true standards for developing a robust strategy that is fast, focused, fun, and sustainable. The workshop simulates creating an organizational strategy for an organization at the ever-changing pace we work in.

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Kery Mortenson, CPT, MS, is a highly skilled, creative learning leader with 25+ years in global health care organizations. He is passionate about setting people up for success with predictable performance solutions. His field of expertise centers on innovative performance consulting. He has a Bachelor of Science degree in Medical Technology from North Dakota State University and a master’s degree in Clinical Microbiology from the University of North Dakota.

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HPT and the US-Canadian Maritime Collaborative Effort

Sean Murray
60-Minute Session
with Gregory Hersh

HPT and the US-Canadian Maritime Collaborative Effort

The US Coast Guard and Royal Canadian Mounted Police (RCMP) have developed an unprecedented bi-national partnership, extending reciprocal law enforcement authorities to officers of both organizations. With sovereignty concerns at stake, and variance between both agencies’ cultures (e.g., demographics, training styles, legal parameters), training and operational successes hinge on sound, agreed-upon HPT standards for performance. This presentation demonstrates how collaborative objective-building between entities (businesses, government agencies, or even nations) can force-multiply both programs’ desired results.

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LCDR Sean Murray graduated from the US Coast Guard Academy with a Bachelor of Science degree in Management. He holds an MBA from Averett University and a master’s in Instructional Systems Technology from Indiana University. He has been in the Coast Guard for 12 years and is currently the training officer at the Maritime Law Enforcement Academy in Charleston, SC, where he manages 12 resident courses and a 125-member staff.

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Fundamentals of Performance Improvement for Training Developers

Rose Noxon, CPT
60-Minute Session
with Darlene Van Tiem, CPT

Fundamental of Performance Improvement for Training Developers

The performance improvement (PI) model, the basis for Fundamentals of Performance Improvement: Optimizing Results through People, Process, and Organizations (3rd edition, 2012, Van Tiem, Moseley, and Dessinger), is designed to promote the science, art, and implementation of performance technology. PI practices draw from and can contribute to training development practices. This session introduces training professionals to the PI model and PI tools that can contribute to training analysis, delivery mode decisions, and products.

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Rose Noxon, CPT, is CACI International’s senior training and education Aarchitect, with more than 30 years’ experience in performance improvement. In addition to CPT, she is PMP certified and has a master’s and PhD in Education with a specialization in Training and Performance Improvement from Capella University. She was the founder of the ISPI Capella chapter and is an active contributor on several ISPI committees. She has presented at past ISPI conferences and is currently an ISPI Board member.

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Measuring Behavior Change

Laura Paramoure
60-Minute Session

Measuring Behavior Change

The purpose of the session is to demonstrate the importance of identifying behaviors, quantifying behaviors, and conducting measurement of behaviors. This session provides knowledge on how to define the behavior, how to link the behavior to the job, how to measure the behavior, and how to identify changes to the associated metric. Following the model enables trainers to practice a powerful and practical way to unite the design of their programs to the business goals and metrics.

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Laura Paramoure, EdD, has more than 25 years of academic and private sector experience in organizational development, performance improvement, and training design and delivery. She is the author of ROI by Design? (2014) and “Perceptions of Training and Non-Training Managers of Organizational Impact Measures Based on Design Intent.” She has been a featured speaker on the topic of return on investment for training at seminars and conferences for organizations such as ATD, Academy of Human Resource Development, and ISPI.

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ROI and Performance Improvement: An Unbeatable Team

Jack Phillips
60-Minute Session

ROI and Performance Improvement: An Unbeatable Team

Recent studies have shown that the use of return on investment (ROI) is growing. For example, Chief Learning Officer magazine reports that 71.2% of chief learning officers are either using ROI or planning to use ROI as a tool to show the value of learning. Studies from human resources, marketing, technology, and quality are showing similar trends. This session will show why ROI is becoming such an important issue and why performance improvement is the principal goal for most ROI projects.

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Jack Phillips is chairman of ROI Institute, the leading provider of services for measurement, evaluation, and analytics. Former learning and development manager, HR executive, and bank president, he provides consulting services for most of the Fortune 100 companies and conducts workshops worldwide. The developer of the ROI Methodology, he has authored or edited over 75 books. His work has been featured in The Wall Street Journal, Bloomberg BusinessWeek, Fortune, and on CNN.

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HPT Practice in the Small Business Sector

Kenneth Roberts, CPT
60-Minute Session

HPT Practice in the Small Business Sector

Participants will learn about decision making, barriers, and enablers to effectively practice and implement PI/HPT in the SMB/SME environment. Attendees will receive best practice implementation guidelines, along with perspectives on incorporating other PI models intended to add value to proposed interventions. Knowledge and skills received will enhance implementation of HPT in an environment, which typically operates with restrained budgets, a different business model from larger organizations, and requires specialized rules of engagement.

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Kenneth Roberts, CPT, PhD, worked for organizations like IBM, Xerox, and HP in various positions. While completing his PhD, he began working with SMBs and mid-sized organizations. He believes SMBs require customized performance models to improve performance. He utilizes HPT and non-HPT methodologies to help clients achieve results. He continues to present emerging yet comprehensive practices to improve performance in SMBs. His work focuses on eliminating fragmentation, generating operational proficiency, and driving employee job satisfaction.

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Leading Change through Foresight and Governance

Kristina Schneider
60-Minute Session

Leading Change through Foresight and Governance

The key to leading performance-enhancing change in organizations requires both foresight and governance. Foresight and anticipatory intelligence allow for the detection of impending change as well as an assessment of its impact on an organization or industry. A corporate governance strategy allows an organization to set its direction and strategy along the most beneficial path, ensuring that it has identified priorities, is motivating its people, and is catalyzing innovation to tackle change head-on.

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Kristina Schneider is an aviation management professional, specializing in talent development and organizational learning strategies. She merges performance technology with knowledge, project, and operations management. As senior director of Operations and Learning Services at Aviation Strategies International, she has 15 years of experience developing programs for executives. She holds an undergraduate degree in Communication Studies, and a master’s degree in Educational Technology from Concordia University, as well as a Graduate Diploma in Integrated Aviation Management from McGill University.

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An IT Case Study in Competency-Based Performance Improvement

William Solomonson, CPT
60-Minute Session

An IT Case Study in Competency-Based Performance Improvement

Participants will benefit from this session by engaging in a case study to gain knowledge and familiarity in PI consulting, OD, competency/behavioral-based systems, the critical incident technique, and an outcome-focused approach. DiversiCorp Communications grew extremely fast to support its health system client’s enterprise IT needs. Often promoting strong performers from within, DiversiCorp leadership recognized that their directors and managers needed enhanced support to maintain their expected level of service to their health care client.

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William Solomonson, CPT, PhD, is associate professor in the Department of Organizational Leadership at Oakland University in Rochester, MI, where he is also the HRD program coordinator. He is a current member of the Board of Directors of ISPI, and has chaired both the Gilbert Award Committee and the ISPI Research Committee. He is a PIQ peer reviewer and CPT reviewer, and has presented at several ISPI conferences.

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Team Emergence Leadership Development Model

John Turner
60-Minute Session
with Rose Baker and Kerry Romine

Team Emergence Leadership Development Model

Teams have the capability of being more adaptive and effective when they have the freedom to self-manage and self-regulate their actions and tasks. This session introduces a new model that utilizes these team functions to develop new leaders using real-world problems during the development process. Evaluation methods for the model will also be presented. Participants will be able to utilize this model in practice as well as evaluate its effectiveness in their workplace.

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John R. Turner, PhD, is an assistant professor at the University of North Texas for the Department of Learning Technologies in the College of Information. His research interests are in teams, team cognition, knowledge management, performance improvement, leadership, theory building, multilevel models, and meta-analysis techniques. He has published articles in Advances in Developing Human Resources, Performance Improvement Quarterly, Performance Improvement, Journal of Knowledge Management, and International Journal of Technology, Knowledge, & Society.

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Tying Leadership Capacities to Leadership Developmental Techniques

John Turner
60-Minute Session
with Karen Johnson, Jae Schroeder, and Chin-Hung Chung

Tying Leadership Capacities to Leadership Developmental Techniques

Leadership development programs need to be varied based on the organizational needs, level of complexity, and experiences of trainees. This session presents leadership capacities that have been identified in the literature (approximately 550) and ties these capacities with leadership development techniques (approximately 450). These capacities and developmental techniques are presented in a categorized matrix providing a tool for practitioners and managers to choose the best leadership developmental techniques based on the needs of their situation.

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John R. Turner, PhD, is an assistant professor at the University of North Texas for the Department of Learning Technologies in the College of Information. His research interests are in teams, team cognition, knowledge management, performance improvement, leadership, theory building, multilevel models, and meta-analysis techniques. He has published articles in Advances in Developing Human Resources, Performance Improvement Quarterly, Performance Improvement, Journal of Knowledge Management, and International Journal of Technology, Knowledge, & Society.

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