Copyright© ISPI 2005. All rights reserved. 1 Standards of Performance Technology and Certification Becoming a Certified Performance Technologist (CPT)

1Copyright© ISPI 2005.

All rights reserved.

Standards of Performance Standards of Performance Technology and CertificationTechnology and Certification

Becoming a

Certified Performance Technologist (CPT)

Roger Chevalier, Ph.D., CPT

ISPI Director of Certification

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TrendsTrends

ASTD 2003 State of the Industry ReportResults for 276 Companies in their Benchmark Service

Instructional Designers in 1999: 21

in 2002: 12

Performance Consultants in 1999: 6

in 2002: 10

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TrendsTrends

ASTD 2003 State of the Industry Report

Instructional Designer Salaries in 1999: $44,765

in 2002: $56,900

Performance Consultant Salaries in 1999: $51, 525

in 2002: $80,671

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TrendsTrends

In fact, according to recent Accenture research, only 13 percent of the senior executives

responding said they were “very satisfied” that their training and development organizations were

providing “timely, relevant, and cost effective services for employees.

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TrendsTrends

A report conducted by business research firm Yankee Group shows that expenditures on outsourced human resource processes will increase at a quicker rate than internally managed HR solutions over the next four years. The study, based on sales- and demand-side interviews and briefings, projects that HR business process outsourcing (BPO) will grow from approximately $4.6 billion this year to $14 billion in 2009.

Workforce Performance Solutions

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TrendsTrends

Outsourcing was bad enough but at least an instructional designer could follow the job.

Standby for “off-shoring”

which sends the jobs abroad.

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TrendsTrends

When training is seen as a cost center, part of the overhead for doing business, it is very vulnerable to being outsourced

as management looks for ways to reduce costs.

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Performance TechnologyPerformance Technology

The systematic and systemic

identification and removal of barriers

to individual and organizational performance.

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What are the 10 Standards?• Four principles that guide our overall activities• Six systematic steps we use to identify and remove barriers to individual and organizational performance

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PrinciplesPrinciples

1. Focus on Outcomes/Results(start with the end in mind)

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PrinciplesPrinciples1. Focus on

Outcomes/Results

2. Think systemically (take a systems point of

view)

PerformanceFeedback

Society

Workplace

Work

Worker

Conditions

Inputs Process Results Receivers

ValueFeedback

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1. Outcomes/Results2. Think systemically

3. Add value (focus on the

business)

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1. Outcomes/Results

2. Think systemically

3. Add value

4. Establish partnerships(work collaboratively)

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SystematicSystematic ApproachApproachPerformance Analysis

Identify any gaps between the organization’s mission, vision and goals, and the environment.

> Identify opportunitiesand/or any performancegaps that exist between present and desired levels of performance.

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Systematic ApproachSystematic ApproachPerformance Analysis



Cause Analysis

> Identify environmental causes that contribute to the performance gap.

> Identify characteristics of the workforce that contribute to the performance gap.

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Cause Analysis



Intervention Selection, Design and

Development

> Select appropriate intervention techniquesto improve performance.

> Design/develop the necessary intervention strategy and tools.

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Cause Analysis




Development



Intervention Implementation

and Change

Coordinate the overall intervention strategy.

> Ensure that each of the techniques is used appropriately.

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Cause Analysis




Development



Intervention Implementation

and Change

Coordinate the overall intervention strategy.

> Ensure that each of the techniques is used appropriately.

Evaluation of the Process and the Results

> Conduct formative of the analysis and design processes used.> Evaluate immediate reaction and application.

> Evaluate individual and organizational performanceimprovement and Return on Investment.

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Why did ISPI Develop the Standards Why did ISPI Develop the Standards and the CPT Designation?and the CPT Designation?

ISPI’s mission is to develop and recognize

the proficiency of its members and

advocate the use of human performance technology –

a systematic and research-driven approach

to improve organizational & individual performance.

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Why did ISPI Develop the Standards Why did ISPI Develop the Standards and the CPT Designation?and the CPT Designation?

Requests from our members

Requests from industry

For a standards with which to select and develop performance improvement professionals and for

a designation that identifies those who have been successful in producing measurable results.

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Who Developed the Standards?Who Developed the Standards? A team of over 30 Performance Improvement

Practitioners known as the “kitchen cabinet”: • Managers of Performance & Learning• Consulting Firms• Independent and Internal Practitioners• Academics• Under the direction of Dr. Judith Hale

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How have the standards been How have the standards been validated?validated?

• Literature reviews by graduate students at Indiana University– Mark Lauer & Erika Gilmore – Under the guidance of James Pershing.

• Review by independent experts.

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What’s in it for me?What’s in it for me? Stay competitive.

Be recognized for your work.

Distinguish yourself to potential employers and clients.

Join others throughout the world who have received the CPT designation.

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Quotable “When clients ask about the CPT

designation, I have an opportunity to explain my systematic approach to solving their performance problems. I find this distinction sets me apart from other organizational consultants.”

Jeanne Strayer, CPTPerformance Solutions Group

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What’s in it for What’s in it for organizations?organizations?

Standards for selection and development

A Code of Ethics to guide behavior and decisions

Criteria for contracting for products and services

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Quotable “… the certification is an indication for

me to show others that people in our profession aspire to high standards… it is in (Texas Instrument’s) best interest to keep the highest level of professional development, and certification is one sure way to indicate this excellence.”

Debbie Simpson, CPTTraining Manager, Texas Instrument

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Performance Improvement as Performance Improvement as a Professiona Profession

Development of the Standards, a Code of Ethics, and Certification are necessary

steps as performance improvement becomes a recognized profession.

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Formal Definition of a ProfessionFormal Definition of a Profession According to SHRM and the Department of

Labor, a profession has an organization that:

– Speaks as a unified voice for its members ISPI represents over 10,000 practitioners worldwide.

– Fosters the development of the field. ISPI promotes education and development through

publications, institutes, and conferences.

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Formal Definition of a ProfessionFormal Definition of a Profession

– Has a code of ethics that identifies standards of behavior relating to fairness, justice, truthfulness, and social responsibility.

The CPT designation has a code of ethics based on the principles of add value, validated practice, collaboration, continuous improvement, integrity, and confidentiality.

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– Conducts applied research.

– Has a defined body of knowledge. ISPI’s standards define the skills and

knowledge required for proficiency.

– Offers a credential. ISPI now offers a certification.

Formal Definition of a ProfessionFormal Definition of a Profession

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What it is Certification?What it is Certification?

A credential offered by ISPI

that recognizes

consistent, worthy performance

achieved through a systematic process.

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What it isn’t!What it isn’t! A certificate of completion of a training

or education program.

ISPI does give certificates for completing their Institutes, however they are not required to achieve the certification.

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Who is it for?Experienced professionals engaged in:

• performance improvement,

• training and development,

• organizational development,

• human resource development, and

• other related fields

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What’s Required?What’s Required? Three years of experience in performance

improvement efforts.

Demonstrated proficiency in the 10 Standards of Performance Technology– Proficiency in all ten Standards three times – Using a minimum of 3 projects and a maximum

of 7.

Commitment to a code of ethics.

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Self-Assessment FormSelf-Assessment Form• Review the Standards of Performance Technology.

• For each Standard, rate each element based on your self-assessment of your current level of competence.

• For those areas where deficiencies are noted, indicate what you plan to do to address those deficiencies.

• Identify opportunities for continued development and improvement.

• Determine your level of readiness for the certification.

• Identify the projects and attesters you will use in the application process.

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Example: First 3 Projects Must satisfy standards 1- 4 plus 3 others

– Project 1: Standards 1, 2, 3, 4, and 5, 6, 7, 8– Project 2: Standards 1, 2, 3, 4, and 5, 6, 7, 10– Project 3: Standards 1, 2, 3, 4 and 7, 8, 9, 10

Name of each project

Name of Attester(s) for each project

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Example: Remaining Projects Must satisfy the remaining Standards

– Project 4: Standard 5, 6, 9 – Project 5: Standards 8, 10– Project 6: Standard 9

Name of each project

Name of Attester(s) for each project

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How is Proficiency How is Proficiency Assessed?Assessed?

Documentation of your work – How it met each of the ten Standards

Attestations by clients or supervisors – You satisfactorily did the work as described

Evaluation by two qualified reviewers – To ensure that you met the Standards

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Who are the reviewers?Who are the reviewers?

Professionals who: Have received the CPT designationAre trained in the review process

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What do you do?1. Study the standards.

2. Determine your readiness with the self-assessment form.

3. Identify those areas you need to develop.

4. Identify developmental resources.

5. Commit to the Code of Ethics.

6. Identify clients and projects to submit.

7. Prepare the clients.

8. Describe your work.

9. Submit your descriptions to the clients for attestation.

10.Submit your application & fee.

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RequirementsREQUIREMENTS CERTIFICATION RE-CERTIFICATION

1. Minimum Years of Experience

3 years Not applicable

2. Accept the Code of Ethics

Yes Yes

3. Continuing Education and Professional Development

No Yes

4. Documentation Document experience and work done on

multiple projects, and how the work meets

the Standards

List your continued professional development, contributions to the field

and volunteer work

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Comparison of Requirements

REQUIREMENTS CERTIFICATION RE-CERTIFICATION

5. Attestation by Client or Supervisor

Attest that the projects were

satisfactorily done by you and the

documentation is accurate

Self-attest to your continued work in the

field and adherence to the Code of Ethics

6. Review To ensure that each Standard was met

three times

To ensure completeness and factual accuracy

7. Pay a fee ISPI, ASTD, or other affiliated organization member rate: Non-member rate:

$995$1195

$175$250

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Re-certification RequirementsRe-certification Requirements Continued practice and proficiency

– Done through self-attestation.

40 re-certification points every three years– Attend conferences, institutes, for-credit courses,

non-credit courses, training related to one or more of the Standards

– Up to 15 hours from teaching, research, publishing and/or volunteering within a professional group.

Recommit to the Code of Ethics

Pay a recertification fee

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How is the credential How is the credential managed?managed?

Certification Governance Committee: – Seven member committee– Three year revolving terms– Mixed representation of employer,

government, practitioners, academics – Chair appointed by the ISPI Board of Directors

ISPI Director of Certification

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Where to learn more Where to learn more and apply?and apply?

For the most complete and up to date information, visit www.certifiedpt.org

The CPT Brochure The Self-Assessment Guide A Work Description Example The CPT Application

Documents

Copyright© ISPI 2005. All rights reserved. 1 Standards of Performance Technology and Certification Becoming a Certified Performance Technologist (CPT)