dr. peter j. rizza, jr. prizza@princetoncenter expresstrain-ts
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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.
prizza@princetoncenter.com
www.expresstrain-ts.com
Houston ASTD Conference
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.
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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!
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Training Factories are focused on:
Knowledge Transfer
This includes content capture, content structure, training, performance support and verification.
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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
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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
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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
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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
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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
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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
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Web-BasedTraining
Manuals
ElectronicReference
Testing/Knowledge Validation
Job-Aids/Checklists
Classroom Presentations
LMS
KMSAMS
What do you really need to
develop?
DMS
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Web-BasedTraining
Manuals
ElectronicReference
Testing/Knowledge Validation
Job-Aids/Checklists
Classroom Presentations
LMS
KMSAMS
DMS
How much will that cost to build...In both time and dollars?
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DMS
And how do you guarantee…
Web-BasedTraining
Manuals
ElectronicReference
Testing/Knowledge Validation
Job-Aids/Checklists
Classroom Presentations
LMS
KMSAMS
AConsistent Message
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DMS
What if you could generate it all from…
Web-BasedTraining
Manuals
ElectronicReference
Testing/Knowledge Validation
Job-Aids/Checklists
Classroom Presentations
LMS
KMSAMS
Single Source
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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
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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
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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
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Training Factory Process
Set-UpDesign
TemplatesConfiguration
Step 1
Generate MaterialsJob AidsTrainingSupport
Step 3
Capture-Organize
ProceduresProcessesProtocols
Step 2
Updates
…
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Knowledge TransformationEngine
Structured Information
Extract to Database
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Automatically Generate Outputs
Knowledge TransformationEngine
Choose Output Templates
WBT
PPT
ERS
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Training FactoryDecisions Points
Carefully Design the input process
Decide on the Appropriate Output materials
Feed the appropriate Management Systems
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Knowledge Transformations Created
PresentationsSOPs/ OIs Web Based Study Teacher & StudentManuals
Online/OfflineTesting
Job-Aids w/wo Details ChecklistsTask Qualification
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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
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Return on Investment (ROI)
Link to the Training Factory ROI Calculator for Single-Sourcing
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Training FactoryAutomation Demonstration
Using a Single Source Repository
Link to the ExpressTrain Publisher Desk
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Interested in Single-Sourcing?
In setting up an internal Training Factory?
Contact information:– Peter Rizza– 609-737-8098– prizza@princetoncenter.com– www.expresstrain-ts.com
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