Dr. Peter J. Rizza, Jr. prizza@princetoncenter expresstrain-ts

Houston ASTD Conference

How the use of "Single-Sourcing" for Standard Operating Procedures (SOP) can reduce

training development time, increase compliance and improve quality, while reducing risk.

Dr. Peter J. Rizza, Jr.

[email protected]

www.expresstrain-ts.com

mailto:[email protected]

http://www.trainingfactory.com/


This session will:

1 – Show how using "Single Sourcing" can help regulated industries manage their SOP's, increase compliance and improve quality, while reducing risk.

2 – Review a novel approach to accelerate the capture of core content using templates based on knowledge class structures.

3 – Review a process used to create a single source repository for all procedures, processes, and related content associated with manufacturing operations.

4 – Provide examples from Pharmaceutical and High-Tech Manufacturing Projects.


The only way you can stay competitive is to embrace

Single-Sourcing

You cannot afford to be a training boutique any longer!You must become a Training Factory!


Training Factories are focused on:

Knowledge Transfer

This includes content capture, content structure, training, performance support and verification.


Goal of Knowledge Transfer

In order to support the quick and efficient dissemination of right information to:

the right peopleat the right timeat the right level

in the right format

it must first be structured into the right knowledgebase


2. Training

Four Critical Elements

3. Performance Support

4. Verification

Training Factories use a Single-SourceKnowledge Transfer System

Ensure employees learn what to do

Ensure employees have what they need

Ensure the process is done properly

1. Documentation Ensure Regulatory Body is properly informed


Knowledge Transfer is the “front-end” of the “Enterprise Knowledge Management Platform”

KTS LCMS LMS ROI(Knowledge

Capture, StructureTransformation)

(Knowledge/ContentRepository)

(KnowledgeSearch & retrieval)

(ImprovedEffectivenessEfficiencyfocus)

Configuration, Customization, Integration Services

Knowledge Transfer Content Management Knowledge Management Results


The Training Factory Knowledge Transfer Lifecycle

Support

Implement

Content Review & Approval Verify

Train

Define

Document

MasterSingleSource

Regulatory Format

SOP, PolicyDirective

PowerPoint

Leader Guides

Web BasedTutorials

User Manu

als

Performance

Checklists &

Quizzes

Supervisor Task

Qualification

Job Aids Work

Instructions

Quick Referen

ce Cards


Risk Reduction

SOP Created or Revised

Review

SOP Approved

Training

SOP Effective Date

Create Implement

All involved personnel trained

Support &Verify

Risk Quality Consistency Compliance


Risk Reduction

SOP Created or Revised

Review

SOP Approved

Training

SOP Effective Date

Create Implement

All involved personnel trained

Support &Verify

Risk Quality Consistency Compliance

Create &

Implement


Web-BasedTraining

Manuals

ElectronicReference

Testing/Knowledge Validation

Job-Aids/Checklists

Classroom Presentations

LMS

KMSAMS

What do you really need to

develop?

DMS


Web-BasedTraining

Manuals

ElectronicReference


Job-Aids/Checklists


LMS

KMSAMS

DMS

How much will that cost to build...In both time and dollars?


DMS

And how do you guarantee…

Web-BasedTraining

Manuals

ElectronicReference


Job-Aids/Checklists


LMS

KMSAMS

AConsistent Message


DMS

What if you could generate it all from…

Web-BasedTraining

Manuals

ElectronicReference


Job-Aids/Checklists


LMS

KMSAMS

Single Source


Project 7

Project 2

Project 8

Project 10

Project 9

Project 5

Project 6

Project 4

Project 1

Project 3

How many more projects could you get done?

Project 11

Project 13

Project 14

Project 15

Project 12


SOPsOperating Instr. Guidelines

Project 7

Project 2

Project 8

Project 10

Project 9

Project 5

Project 6

Project 4

Project 1

Project 3

You’ll need to get organized!

Project 11

Project 13

Project 14

Project 15

Project 12


Classes of Knowledge Consistent Reusable Structures

Steps

Description

Purpose Schedule

DependenciesPoints of Contact Warnings

Tools Needed

ConceptsProcedures

Systems

Facts

Protocols Questions

Processes

Guidelines

Define The Building Blocks


Training Factory Process

Set-UpDesign

TemplatesConfiguration

Step 1

Generate MaterialsJob AidsTrainingSupport

Step 3

Capture-Organize

ProceduresProcessesProtocols

Step 2

Updates

…


Knowledge TransformationEngine

Structured Information

Extract to Database


Automatically Generate Outputs

Knowledge TransformationEngine

Choose Output Templates

WBT

PPT

ERS


Training FactoryDecisions Points

Carefully Design the input process

Decide on the Appropriate Output materials

Feed the appropriate Management Systems


Knowledge Transformations Created

PresentationsSOPs/ OIs Web Based Study Teacher & StudentManuals

Online/OfflineTesting

Job-Aids w/wo Details ChecklistsTask Qualification


Compatibility with Existing Systems

Single-Source KDB

… to produce standard

… Completely Editable

outputs

Word Documents

… Standard PowerPoint and HTML

…and fits into standard management systems

utilizes dynamic Word templates for input

Document Management

Learning Management


Return on Investment (ROI)

Link to the Training Factory ROI Calculator for Single-Sourcing


Training FactoryAutomation Demonstration

Using a Single Source Repository

Link to the ExpressTrain Publisher Desk


Interested in Single-Sourcing?

In setting up an internal Training Factory?

Contact information:– Peter Rizza– 609-737-8098– [email protected]– www.expresstrain-ts.com

mailto:[email protected]

http://www.trainingfactory.com/