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PROVOCATEUR QUESTIONS,
by John Burton, Regan Carey, Mike Moore, and Don Stepich

In formulating these questions, we took the role of a DAI manager outside of the training department (perhaps Valerie Purcell as VP of Human Resources) hearing Jason's recommendations for the first time at the team meeting Cynthia Berry has scheduled.

Common Question for All Teams

"Can we slow this down a little, Jason? You've only been here for what, a month and you've talked with a few people. And based on that, you're making an assortment of recommendations that resemble reconstructive surgery on our company. I don't think the boss will be all that impressed and, frankly, it seems like overkill to me, too. We're looking to add an EPSS, not restructure the company. What elements of your proposal can be implemented, realistically, within the existing corporate structure and timelines to get the EPSS going and support its operation?"


Response to Common Question

You are absolutely right when you say that I haven't been here long, and as I mentioned in my report I really need more interviews if I am to develop a more complete picture of DAI. We're in this meeting because my proposal must meet Human Resources' needs if it's going to succeed, so why don't we talk about your points. As for adding EPSS, that's exactly what I am proposing, really. I'm not sure we mean the same thing when we use the term though, I would call my proposal one which addresses several important aspects of EPSS and the DAI environment with an emphasis on increasing communication. I based this recommendation on my needs assessment and a directive to increase productivity. Maybe I can explain how I and other performance support people view EPSS. I'll use ideas developed by Barry Raybould, a pioneer in the use of electronic technologies for improving human performance, and I'll relate each element to DAI and my proposal. An EPS system should strive to:
  1. Encompass all the software needed to support the work of individuals (not just one or two specific software applications.)

    In the DAI environment, acquisition of new software is an ongoing process. The constant change impacts the ability of people to develop mastery of individual software applications. My proposal provides for the development of communication links to explain and better utilize the software. In addition, I acknowledge that currently certain individuals provide "informal" help to other individuals about software. Much of the knowledge is being gained through informal systems and vendor provided workshops. In addition, there is an in-house department that supports technology. These divergent groups need to communicate and work together.

  2. Integrate knowledge assets into the interface of the software tools, rather than separating them as add-on components.

    In my interviews there was concern expressed regarding the development and use of electronic "help functions". Often this would mean building the EPSS right into the software in use, I felt that DAI's rapidly changing software environment would be a difficult place to make this happen. The fact that I propose online help rather than integrated help is a recognition of this reality.

  3. Look at the complete cycle including the capture process as well as the distribution process.

    Due to rapidly changing technology and the demands of production cycle, I found concern about sharing new ways of using software (tricks and tips), and problem solving specific technological concerns. I recommend debriefings, held to provide an opportunity for feedback and as a way to add this knowledge to the EPSS system. I've also included mechanisms for "fine-tuning" of the EPSS by incorporating feedback from listservs and newsgroups. This ensures that the system will grow and become more effective as the knowledge base which supports it grows. The other element in this is the training department's addition of a modified needs assessment process to gain a better understanding of production cycle needs.

  4. Include the management of non-electronic as well as electronic assets.

    Other interviews uncovered a concern that training is being provided in isolation from the context in which it was needed. An example is the practice of holding vendor workshops during "downtime" periods. The training obtained during these workshops appeared to provide a general overview of the software but not the in-depth training needed for acquisition of complex skills. I am proposing that we rectify this problem by the implementation of "just in time" training using mentors and in-house experts to help problem-solve at the time of need.

Debriefings are designed as way for the "human component" to be supported during the development of customized technological tools. The technological tools are to be used in support of "human" needs and the debriefings will provide an opportunity to provide specific feedback.

If you are interested I can provide you with Raybould's article, "Performance Support Engineering: An Emerging Development Methodology for Enabling Organizational Learning". I have also used concepts developed by James Laffey during time spent designing an innovative EPS system at Apple Computers. I found his article "Dynamism in Electronic Performance Support Systems" to be good source of specific information on EPS.

Am I trying to restructure DAI? I hope not, my goal is to promote an on-time EPS system by fostering better communication throughout the organization.

Although there is already a certain amount of fluid restructuring that occurs with each project, where certain "Teams" are created from a talent pool to perform specific tasks, the system I have proposed so far does not restructure participants' main functions.

In addition to between-peer communication, another aim of the proposal is to foster cross-structural communication through the EPS system, and perhaps this is where I wasn't clear in my proposal. An example of cross structural communication would be a quick open line between animators and the assistant producers for important questions and clarifications on important issues, such as particular sequencing of shots in order to reduce the number of "do-overs". Increased productivity is the ultimate goal, and frankly, an EPS system which fosters better communication may eventually make apparent a need for corporate restructuring. Many Instructional Designers agree with Performance Technologists who see restructuring as a necessary means of achieving increased performance.

You asked which elements will fit into the existing corporate structure and timelines? Well, as you might imagine based on my view of EPSS, I'll say that I believe all of them are realistic. Maybe it wasn't clear enough in my report that I am proposing a series of implementations.

Some elements can be implemented immediately using the existing LAN, specifically:

  • the database
  • discussion groups, and
  • online tutorials.

    All of these elements can be implemented with existing hardware and, in the case of the tutorials, we even have some previously produced content.

    In the near future I can see the implementation of other elements, those which require more lead time, specifically:

  • the weekly highlight areas, and
  • the innovation area.

    These are elements which will draw on the content of the discussion groups as one method of determining the needs of production employees.

    Lastly, elements which require the greatest involvement by the limited human resources of this company can be implemented, specifically:

  • the mentoring system,
  • and the debriefing sessions.

    One of the great advantages to this incremental implementation is the ability to use the results of the early stages to refine the elements which will be implemented later.

    Yes, I know that the recommendations appear sweeping. I'm not just proposing an EPSS product which is rolled out of Training and bolted onto 'business as usual' at DAI. My proposal requires that all DAI employees be involved in generating both the training agenda and the information delivered in that training. I know that in a company as busy as DAI, that's a tall order. Even so, my short time here at DAI has convinced me that this is the most appropriate way to proceed. There are many ways to go about EPSS. This way will work for DAI because it is grounded in a fact that you here already know. The knowledge and talent needed to make this company succeed is already here, we just need to tap into it.


    Specific Question:

    One of your suggestions is to establish a debriefing period after each project is completed. That's an intriguing idea and I can see how it might help us identify successes and failures, but only after the fact. What about now? How do you suggest we use this idea to help us develop our EPSS?


    Response to Specific Question:

    In our initial response, we neglected to clearly state that the information gleaned from the debriefing sessions will feed directly into the EPSS and provide content for the system's knowledge base. Debriefing sessions will provide not only an effective means of building the EPSS, but will foster community involvement and enhance the utilization of existing resources. James Laffey, in his article "Dynamism in Electronic Performance Support Systems" (1995), tells us that
    "EPSS is a natural extension of building technologies that transform the way people work and learn. The technologies of performance support will help people be connected when they are mobile, be competent when they are inexperienced, be reflective when they are hurried, and resourceful when they are challenged."
    It is with this paradigm that we propose the following solution to address DAI's need for immediate employee feedback in the development of its electronic performance support system. The debriefing sessions, we suggested in our response, will be expanded to include mini-debriefing sessions during production time to allow for the immediate dispersion of ideas and problems to management, the production team, and the training department. The information from the mini-sessions will be implemented electronically to support:
    1. Communication/Community Involvement
      The goal of our support system is to access what James Laffey describes as a "community resource", which serves as a foundation for successful technical support. This community resource makes use of individual knowledge and techniques through the sharing of information at debriefing sessions. After these sessions, implementation of electronic support is provided at crucial points during a production cycle so that other departments within the organization have access to the information. This resource-based framework augments and integrates the shared information relevant to the current production in the pipeline within the following parameters:

      • Members of the training department will facilitate the mini debriefing sessions during production.
      • The sessions will initially meet bi-weekly to address immediate questions and concerns as well as updates regarding production budgets and schedules.
      • The information from the mini debriefing sessions will be placed in the EPSS for immediate access by pipeline employees and departments.
      • As the information from the mini-sessions are implemented into the EPSS to build the knowledge base of the system, the mini-sessions will occur less frequently throughout the production cycle.

      The mini debriefing sessions are seen as another channel of open communication that leads to the rapid distribution solutions, explanations, and innovations regarding the current production. Through these sessions, community membership is fostered and technology offers a forum for the dispersion of information and ideas.

    2. Mentor Relationships
      An apprenticeship system supports situated learning and experiential on-the-job-learning during production cycles and debriefing sessions. This cognitive perspective of shared information, when cataloged electronically, provides reinforcement and documentation of the valued apprenticeship system at DAI. Our proposal of EPSS acts as an electronic cognitive apprenticeship model that supports the distribution of shared knowledge and information.

    3. Cyclical Exchange of Information
      According to the interviews at DAI, two production teams work on two separate projects simultaneously. When a team finishes production, a debriefing session will occur to exchange ideas, suggestions, or problems that arose during the production of a film. Once this information is shared within the team, mini-sessions will be built into the cycle of the other production team to relay ideas, suggestions, and answers to questions. The information from both sessions will be implemented electronically for use and referral. This cyclical exchange of information prevents production clogs in the pipeline.

    In conclusion, we support the implementation of debriefing sessions as an integral part of the EPSS structure. Although we intend to decrease the frequency of the sessions over time, they will always serve to provide content and support the feedback cycle.


    Read the Case Response for this Team

    Read the Judges' Comments & Ratings for this Team




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