Point-of-Work Assessment WORKSHOP

The PWA Workshop is intended for a specialized L&D role to assess performance attributes restraining productivity at the Point-of-Work.

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Business Unit (BU) Alignment

  • Business Challenge – Confirm business unit priority drivers – sources of urgency & business risk/exposure specific to current state
  • Project Profile – Determine project parameters necessary to complete Project Profile
  • Future State – Understand Business Unit’s perspective of desired performance outcomes (“What does good looks like”) – BU success criteria
  • Performance Profile – Determine target performance as NEW/EXISTING/MIXED
  • Targeting – Identify performance goals and/or areas of deficient performance
  • Audience(s) –Determine primary & secondary support audiences
  • Performance Restrainers – Identify “potential roadblocks” for new performance scenarios and/or identify “root cause hypotheses” for existing performance scenarios
  • Measurement Plan Development – Determine target KPIS, existing KPIs not met, KPI benchmarks, and/or KPIs missing or misaligned, KPIs acceptable for performance tracking

PWA Technology Footprint

  • End-User Devices – Determine devices used at Point-of-Work specific to targeted performer roles and support staff
  • Enterprise Systems – Determine systems utilized at Point-of-Work by Knowledge Workers
  • Digital Transformation – Benchmark status/future plans for transitioning systems to the cloud
  • New/Upgraded System – Determine future plans and timing for upgrading existing systems and/or introduction of new systems technology   
  • Access Points – Determine common access points used by and/or inaccessible to affected performers
  • Business Applications – Business apps used OTJ
  • Accessibility – Identify applications inaccessible – Identify bandwidth constraints and/or other media/content related performance issues
  • Search –Identify challenges during information and resource search functions
  • Learning & Support Applications – Learning destinations & Performance Support destinations (I.E. LMS/LXP, Knowledge Bases, SharePoint, etc.)
  • Content Repositories – Content destinations (I.E. Knowledge Bases, Intranet, Shared Servers, SharePoint, etc.)
  • Collaboration – Existing platforms used/needed
  • Analytics – Performance data accessed at Point-of-Work – xAPI data sources – Utilization data sources

PWA Discovery Workflow

  • Develop Core Question Set based upon ALIGNMENT efforts with stakeholders across all six attribute categories
  • Identify primary and support discovery interview targets
  • Determine best discovery methodology and schedule one-on-one and/or peer-level group interviews/surveys/forums, etc.
  • Complete discovery addressing Environment/Culture, People/Capability, Workflows/Processes, Content/Resources, Technology/Systems and Impact/Analytics
  • Identify Performance Restrainer(s) &/or Root Cause(s)
  • Complete PWA Worksheet (high-level design), assign Attribute Tags, tally Tag count & post to Performance Attribute Distribution Matrix Summary
  • Validate Findings w/ Business Unit & Assign Critical Business Issues ranking to prioritize solution efforts
  • Determine if valid Learning Performance (LP) intervention owned by L&D or if solution is non-L&D in nature
  • LP Solution Road Map Development – Complete draft of Learning Performance Solution Road Map (Detailed-Level Design) outlining potential asset blend to support collaboration with Design/Dev Team

Develop Measurement Plan

  • Specify the current state business challenge
  • Specify current state performance benchmarks (observable performance behaviors and associated financial exposure
  • Identify current state hard/soft KPIs
  • Future state performance goals identified
  • Future state performance metrics defined with Stakeholders as accepted evidence of verifiable impact at Levels 3 & 4
  • Define data collection, application, output, & archival
  • Define post-implementation evaluation logistics

Data Collection/Capture

  • Identify analytics/data source(s)
  • Collection methodology – APIs to LRS, etc.
  • Dashboard integration status and/or future viability defined
  • Data collection start, frequency, & duration logistics

Data Analysis/Utilization

  • Role-specific access rights/protocols
  • Data analysis – Dashboard utilization
  • Business utilization/decision-making
  • Data integrity/assurance

Data Retrieval, Application & Reporting

  • Report distribution & scheduling
  • Standard reporting formats
  • Ad hoc reporting & request protocol
  • Dashboard development potential


PWA Workshop Logistics

Delivery Options

  • Virtual – Delivered in three-to-four sessions up to 4-hours each depending on participant expertise
  • On-Site – Delivered in a 1.5 to 2 day session of up to 8-hours each depending on participant expertise

Audience Size

  • Individuals or Groups up to three participants per session depending upon expertise levels
  • The PWA Workshop is intended to serve a specialized L&D role that becomes a Strategist Lead in the event wider engagement develops

Materials Provided

  • Virtual – Participants receive a set of MASTER templates (Excel); a set of SAMPLE templates; and job aids prior to scheduled sessions
  • On-Site – Participants receive a set of MASTER templates (Excel); a set of SAMPLE templates; and job aids prior to scheduled sessions

Post-Session Coaching

  • Each session includes up to 5-hours of Coaching on the use of PWA methods
  • Additional Coaching is available at $80/hour with a five-hour minimum

Workshop Cost

  • $495 per individual participant – $295 for additional participants (up to three total) – Payable on PayPal via credit card
  • 5-hours of Post-session Coaching included with workshop
  • Additional Coaching at $80/hour with a 5-hour minimum
  • Travel expenses are not included in base pricing for On-Site delivery sessions

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