Peter R. Hybert: detailed Project/Client History

 2006

Lean Tools and Leadership Skills

This project consisted of the development of approximately eight-days of group-paced training to support the transformation of a diverse corporation to a lean enterprise. It included tailoring lean concepts and tools, along with the necessary skills for lean team leaders, to provide the organization with a practical, integrated, and modular training program for use in two large deliveries or as custom-assembled deliveries for specific situations/ locations.
SPX Corporation

2005

Valuation Training Development

This project consisted of working with the SMEs through a rapid design and development process for a two-day group-paced training program (including a “pre-read” and simulation).
Huron Consulting Group

Sourcing Methodology Training Revision

This project consists of a revision to a three-day existing program that teaches new analysts to perform their role in the client's strategic sourcing consulting practice. Our role was to create pre-course materials to help prepare learners for the group-paced program, help standardize the way the methodology is depicted, and to incorporate additional interactivity into the program while keeping the program deliverable by internal SMEs.
Huron Consulting Group

Competency Definitions for Science and Technology Functions

Definition of competency areas and specific behavioral descriptors for Science and Technology roles involved in research, commercialization, and regulatory functions.
Cadbury-Schweppes
  Project work performed through a contract with Quid Pro Quo Consulting.

Overviews for Key Duties and for New Product Introduction to Operations

Creation of a series of over twenty instructor-led and self-paced programs providing the “big picture” concepts and “why’s” for selected duties and content.
Eli Lilly and Company—Global Devices Division

Training and Qualification for Detailed Investigation of Complaints, Lot Release, and FMEA

This project consisted of analyzing performance and creating performance-based qualification instruments and instructor-led training for the above duties.
Eli Lilly and Company—Global Devices Division

Performance-Based Qualification and Knowledge Test Development for Pharma Market Systems

Development of a series of qualification tests (eight based on performance, one based on knowledge) for sales and technical staff working in the regulated environment business.
Siemens Building Technologies

 

Parenteral Operations Analysis and Macro-Curriculum and Qualification Design

This project consisted of analyzing eight different operating areas to define operator duties and qualification requirements. Following the analysis, we defined training and qualification paths for each area. Instructional designers from the client organization then took over development of more than 300 instructional objects (including concept, skill practice, performance checklists, and other formats) to both streamline the learning process and improve operator capability. The resulting program will align the training with job duty requirements, thereby integrating learning with procedures and simplifying the compliance requirements for operators and supervisors.
Eli Lilly and Company

Curriculum Planning Meeting

For this project we facilitated a group meeting to define the architecture of an overall series of training products for delivery by an internal group specializing in coaching various types of discovery, development, and manufacturing teams.
Eli Lilly and Company

 

Personal Bankers and Small Business Specialist Analysis

This project consisted of conducting a performance and knowledge/skill analysis to define and clarify the work performed by these two audience groups across multiple types of banks and in various markets. The end client used the data to both modify the role definitions, identify performance improvement opportunities (to be addressed through Six Sigma team efforts), and to identify training needs.
(Client name withheld per agreement.)  Project work performed through a contract with The Hobson Group.

Job Analysis of Customer Service Associate and Setup Configuration Analyst Roles

Group-process analysis of the job tasks and supporting capabilities (including knowledge/skills/required attributes) and development of capability models for above roles. This information was used for definition of a number of HR system elements, including role profiles, competency models, recruiting requirements, etc.
Hewitt Associates

 

2004

Curriculum Design for Benefits Analyst Roles

This project was essentially an expansion of the Technology Core curriculum design project (below) to include a key customer service role--Benefits Analyst. It is a new role (i.e., “future state”) role and will share instructional objects with the Technology Core roles where appropriate.
Hewitt Associates

Technology Core Curriculum Design

This project consisted of the analysis of three core technology roles (primarily programmers and systems analysts) as impacted by changes in team roles, technology, and work process. The analysis was used to design learning paths and an instructional object inventory for all three audience groups.
Hewitt Associates

Document Taxonomy and Meta-Data Design

This project consisted of defining the basic file structure for all shared documents for the organization, along with common naming conventions. The intent was to improve accessibility of documents, eliminate redundancy, and as a result leverage organizational know-how.
Knight Foundation

FMEA Facilitator Qualification

This project consisted of the design and qualification process and supporting materials for engineers and quality professionals charged with performing failure modes and effects analysis for medical devices.
Eli Lilly & Company

Quality System Overview Session

This project consisted of the design and development of presentation materials and job aids to overview the quality system within the devices division.
Eli Lilly & Company

Quality System Interface Needs Analysis

This project consisted of an analysis of a series of performance issues related to the interface with the quality system within the devices division. The outcome is a series of recommendations for process/organization changes, tools, and training to improve organization performance related to compliance, document cycle time, and morale.
Eli Lilly & Company

“Devices 101”

This project was to design and produce an “emedia” program providing an overview of the customers, markets, products, organization, and key business processes in Lilly’s device division. Intended for new employees, the program included information-rich printed job aids that distilled key information from the program for easy reference in meetings, etc. as the new employee comes up to speed on a complex business. (PRH Consulting engaged Glen Ellyn Media and Mindsight for scripting, and technical and production expertise.)
Eli Lilly & Company

Parenteral Operator Curriculum Development

Pete led a team of six designer/developers in a large scale, rapid turnaround training development project to create instructional and qualification materials for five operator curriculum paths. By using templates and leveraging the curriculum design, the team was able to deliver approximately 4 weeks of classroom and lab (hands-on) training—including trainee materials, instructor materials, knowledge tests, and performance qualification instruments—within an eight-week period!
Eli
Lilly & Company

2003

Parenteral Operator Training Design

This project includes analyzing the work performance and enabling knowledge/skills operators need to perform pharmaceutical product manufacturing within a parenteral plant.
Eli Lilly & Company

Operational Leadership Development

This project includes the development of "gap" programs from the curriculum design project listed below. Pete is leading a team of designers and developers to create materials to support the global roll-out of the curriculum.
Eli Lilly & Company

Alliance Management Performance Measurement System Design

This project used previous analysis work to define how individual alliance manager performance could practically and effectively be measured, given a wide range of individual assignments. The process used a QFD-like matrix to identify key parameters that could be measured and then to select a subset to actually be measured. The project included development of a pilot version of the measurement system and the associated business process for collecting the data and reporting the results. 
Eli Lilly & Company

Supply Chain Curriculum Design

This project included analysis and design of competency models and curriculum paths for thirteen different supply chain roles.  This curriculum relies heavily on one-on-one coaching and reinforcement of common models across the entire organization to build internal capability.
Eli Lilly & Company

PDS Organization Curriculum Design

This curriculum design project resulted in design of competency models and “future-state” curriculum paths for ten different roles, spanning all but the marketing portion of this standalone device business within Eli Lilly.  The goal was to shift focus and training time away from compliance toward building capability (while still remaining compliant with the regulations and related policies).
Eli Lilly & Company

Operational Leadership Curriculum Design

This project included performance and knowledge/skill analysis to create a detailed model of the capabilities (both performance and enabling “competencies”) needed to perform as a leader specifically within a manufacturing environment. The data was used to design a curriculum paths for each level of leadership. 
Eli Lilly & Company

 

2002

Alliance Manager Competency Model and Curriculum Map

This project included performance and knowledge/skill analysis to create a detailed model of the capabilities (both performance and enabling “competencies”) needed to perform the job of Alliance Manager. This data was used to create a curriculum map, identifying training and development opportunities related to the capabilities and a recommended sequence aligned with a typical career path. It also included a competency assessment tool and its integration into the overall performance management and development planning process.
Eli Lilly & Company

Develop Qualification Instruments for Validated Critical Environments

Building on the Time to Performance system, this project required the development of twelve qualification instruments to certify engineering specialists working in facilities that require system validation (typically, due to FDA requirements).
Siemens Building Technologies

 

2001

Underwriting Curriculum Architecture Design Project

Pete was the lead analyst and designer for an overall corporate curriculum for the underwriter population spanning Fireman’s Fund’s five different business segments.
Fireman’s Fund Insurance Company

Credit and Collections Simulator Instructional Activity Development Project

In the previous project, CADDI developed call scenarios and learning units for representatives performing consumer sales and service work. In this project, we targeted collection call performance. Internal SBC developers built the scenarios while the CADDI team developed the learning units.
SBC

Customer Service and Collections Simulator Instructional Activity Development Project

Another call center project! Pete led a team to create and pilot 100 call simulations and fifteen learning units (plus exercise examples) for their customer service and collections agents servicing consumer loan customers.
DaimlerChrysler Services 

Consumer Sales Call Center Personnel – MCD

Pete was the lead MCD designer for several complete curriculum paths within a complete redesign of the Consumer Sales training for associates in both premerger organizations (Bell Atlantic and GTE).
Verizon

 

2000

Call Center Simulator – Job Analysis, Content Design, and Development of Learning Activities and Simulations

This project was essentially a new technology development project to build a computer-based learning tool that allows customer service representatives to practice customer calls by speaking with a computer—the “Contact Flight Simulator.” It involved voice recognition, computer-based training, simulation, and testing, all deployed over the intranet. The technology was handled by a number of other vendors—our role was the creation of a library of 100 simulations and approximately the same number of Learning Units, pilot testing the system with end users, and certifying client developers on creating/modifying new material for the libraries. Pete led the content development team to define the call flow model and specify a range of simulations spanning key types of orders, various customer types, degrees of sales complexity, etc. The challenge was trying to promote consistency while addressing necessary variations between the various operating companies (Ameritech, Southwestern Bell, and Pacific Bell), between individual regions, or, in some cases, between states.
SBC

Retail Site Operators Development Program—Global Curriculum Strategy

As part of an effort to create a global curriculum “template” for all Retail Site Operators, we facilitated a planning process to compare existing curriculum designs from Exxon, Mobil, and Esso and to define a common learning path. We also created a Project Plan for the work the client team needs to complete in order to create the common version materials.
ExxonMobil Fuels Marketing Company

Wholesale Markets Billing Associates Modular Curriculum Development Project

As part of a large-scale consumer sales curriculum design project, Pete facilitated an analysis meeting.
Verizon

Curriculum Design for Wholesale Market Billings

Pete worked with Guy (the first time on a CAD since 1994!) to design a curriculum architecture for billing service representatives who deal with wholesale customers across five centers. The goal: as usual, shareable modules and reduced training cycle time. The result? Training reduced from more than 70 days to 11 to 20 days (depending on the job).
GTE Service Corporation

Talon Control System Curriculum and Content Architecture Design

Supporting the introduction of a networked control system of six new products based on a new communications protocol can get complicated, especially when they are being developed concurrently with the training. Pete’s 21st curriculum design and 46th modular content architecture design project were completed in parallel—as the system evolved, more of the modules were designed and detailed into lessons.
Siemens Building Technologies, Inc., Landis Division

Miscellaneous Consulting

Pete consulted with an internal team on how to use the PACT analysis process to build on existing competency and skills framework data.
Hewlett Packard

 

1999

Performance Tests

To help further detail and clarify the specific performance requirements for certification, Pete worked on 150 performance test instruments to support the technology transfer at GMU.
General Motors

Practitioner Certification and Coaching

As part of the overall technology transfer of the PACT Processes for T&D to General Motors University and their strategic suppliers, Pete conducted the MC/MI Analysis Workshop and observed, coached, and certified practitioners performing the analysis process.
General Motors

Comparative Value Study

This project was a variation on the existing training assessment process within the CAD process. For a selected set of content areas, we researched comparable alternatives in the marketplace and compared strengths and weaknesses.
Motorola

Modular Curriculum Design and Development of ABCs of Selling APOGEE

An eight-day, group-paced training program to teach sales engineers how to determine customer needs, quantify business impact/return, and present and demonstrate the APOGEE product line. (APOGEE is a complete, networked control system consisting of a server-based workstation, several types of control cabinets, and devices for controlling the equipment in a commercial facility, including lighting, HVAC, and other systems.) The course included a reference tool and two simulation exercises, along with a number of other activities.
Siemens Building Technologies, Inc., Landis Division

CORE Program Design

Before moving into job-specific training, there is a great deal of industry and company knowledge/skills new employees need. This project resulted in a design for a combination of a self-study CBT program and a 40-hour, group-paced classroom program.
Siemens Building Technologies, Inc., Landis Division

Qualification/Certification System for Project Managers, Project Engineers, and Group Operations Supervisors

As part of the Time to Performance project, qualification instruments for the project manager, project engineer, and group operations supervisor roles were developed. In the process of developing those instruments, Pete, along with Kelly Smith, were also able to certify three Siemens practitioners in the process.
Siemens Building Technologies, Inc., Landis Division

Overall T&D Module Inventory Framework

Concluding the Time to Performance project, we handed off a current version of the T&D Module Inventory Framework. This required reconciling CAD-level designs for modules with actual modules resulting from various development projects.
Siemens Building Technologies, Inc., Landis Division

Time to Performance Implementation Support

Implementation support was primarily performed by the internal Siemens team. Our role was to provide consulting on the process and design help with the various communication tools. To help inform the field organization, Pete facilitated the design of an on-line newsletter, as well as other infoware.
Siemens Building Technologies, Inc., Landis Division

 

Curriculum Implementation Plan Update

In 1996, Imperial Oil worked with Pete, along with Dottie Soelke, to design a curriculum architecture for retail site managers within their automotive business unit. Since that time, Imperial had been steadily working on executing the development plan to build/refine the retailer development program. This year, they asked Pete to facilitate a meeting to review the current business plan, technology changes, competitive issues, participant feedback, and other change drivers and put together a plan for the next three years.
Imperial Oil Company

ISPI Awards of Excellence Application

Based on participant feedback, improvement results, and comparison to “best-in-class” programs, Imperial decided to submit their New Retailer Development Program (NRDP) for an ISPI Award of Excellence. We provided coaching on the criteria and assistance with completing the application. (They won!)
Imperial Oil Company

Brand Management and Market Research Curriculum Development Planning Guides

Pete created a management training session and individual development-planning tool to support a curriculum designed and introduced by Eli Lilly’s Global Sales and Marketing Training Organization for market research professionals. Since it worked well, we did another one for the Brand Management curriculum. The tool was an expanded version of the “PACT standard version” in the CAD process. It included a team development-planning tool as well, so that managers could make sure their organization as a whole had all the skills/capabilities it would need for the work they were expected to deliver. 
Eli Lilly and Company

 

1998

Project Manager/Group Operations Supervisor/Project Engineer

Pete’s 18th CAD project was the design of an integrated Development and Qualification Path for the above audience groups. This design was also integrated with the previously completed Specialist HVAC curriculum so that T&D Modules/Events could be shared where practical.
Siemens Building Technologies, Inc., Landis Division

Specialist Lab Curriculum Architecture Design

This CAD was really an extension of the Specialist HVAC CAD addressing the additional performance and knowledge/skill requirements for installing, starting up, and maintaining systems controlling critical environments, such as chemical labs and industrial clean rooms.
Siemens Building Technologies, Inc., Landis Division

Administrative Process Design/Development

This project resulted in a set of administrative processes for use by home office staff in managing the overall qualification system, including record keeping, continuous improvement/change management, and technical oversight for the system.
Siemens Building Technologies, Inc., Landis Division

Qualification/Certification System for Engineering Specialists

The role of engineering specialist is a hybrid between a “journeyman” specialist, a project engineer, and a design engineer. Pete facilitated a team of top field performers to define the role and then to select and sequence Qualification Instruments from these roles into a single path for the engineering specialists. This project illustrated the type of benefits possible once a critical mass of analysis and design work is done with a target audience group for cycle time reduction and reuse.
Siemens Building Technologies, Inc., Landis Division

Base Line Specialist Modular Course Design

Having developed Qualification Instruments to measure “time to performance,” the next step toward reducing the time to performance was to provide learning alternatives that are more readily available and in the right size “chunks” to help someone learn what is necessary to pass the qualification tests quickly. This project began with the design of a distributed training system and produced detailed lesson-level designs for key modules within the base line portion of the specialist Qualification Path.
Siemens Building Technologies, Inc., Landis Division

Qualification and Curriculum Architecture Design for Engineering Specialists Working in Critical EnvironmentsTM/Validated Systems

Pete’s 20th CAD addressed the performance of advanced technical work in a highly regulated (and high liability) environment. This project was challenging because it dealt with an emerging performance that was part future-state and part evolving (with widely different approaches across the Analysis/Design Team members). It came in handy to have had experience in the pharmaceutical industry and with the TQM discipline.
Siemens Building Technologies, Inc., Landis Division

Qualification/Certification System for Design Engineers, Specialists

As part of the Time to Performance project, Pete also spent time in the trenches developing Qualification Instruments for the audiences listed above.
Siemens Building Technologies, Inc., Landis Division

Delivery and Instructor Certification for Various PACT Process Workshops

Continuing with the PACT Process Technology Transfer effort, Pete supported the workshop deliveries as a facilitator and as an observer/coach of internal instructor candidates.
General Motors 

Design of a Curriculum Architecture for Supplier Quality and Supplier Development Engineers

This was Pete’s 15th CAD project for engineers who interface with General Motors’ worldwide suppliers to help certify and/or improve the quality of their output (and often the productivity of their operations, as well). These engineers support the development and introduction of new products and components, as well as existing products.
General Motors 

Design of Curriculum Architecture for Communications Professionals

For this project, the analysis had been completed, but CADDI was tapped to provide a designer to meet the client schedule target. The team wanted to develop a single path for all communications professionals, including public relations staff, plant communicators, executive coaches, speechwriters, and others. And, they did.
General Motors 

Curriculum Architecture Design and Implementation Planning for Human Resource Professionals

Pete used the results from an analysis performed by two PACT practitioners (licensed and trained through our technology transfer project with General Motors University) to pick up the last two phases of the project. The challenge was to design a path for all human resource professionals―a widely varied target audience, both in terms of career path and role assignments. The result was a “multistreamed” path with shared and unique training addressing the needs of HR specialists ranging from plant administrators to corporate planners (and most of the roles in between).
General Motors 

Qualifications Catalog for Engineering

To support an SAP R3 implementation, Pete led a project to use the PACT Processes to analyze performance and knowledge/skill requirements for mechanical, electrical, software, project, and systems engineers as input to the development of a qualifications catalog. We also adapted the CAD design process to scrub the raw data into a manageable number of clear qualification items within a hierarchy (similar to the 5-Tier Module Inventory Structure). The client used the project outputs to implement an employee assessment and development planning process and to evaluate existing and “gap” T&D.
Rockwell Collins

 

1997

Project Manager/Group Operations Supervisor Incentive Program

This “miniproject” required Pete to facilitate a one-day meeting with a group of 16 field operations managers to define the parameters for a performance-based incentive system for the above audience.
Landis & Staefa, Inc.

System Specialists (HVAC) Curriculum Architecture Design

To accompany the “Time to Performance” qualification system, the curriculum was redesigned to better match the Qualification Path. Since both the qualification system and Curriculum Architecture Design are based on the same Performance Model and Knowledge/Skill Analysis, the CAD required a relatively minimal incremental effort. (As an aside, the Performance Model and Knowledge/Skill Analysis were used by another team to revise the job descriptions.)
Landis & Staefa, Inc.

Qualification/Certification System for System Specialists

This project was undertaken to reduce the “Time to Performance” for new hires so Landis & Staefa could keep pace with their rapid sales growth. As the lead consultant on the project, Pete designed and planned the overall approach, analyzed specialist work performance requirements, and specified Qualification Instruments. The challenges of this project were to design a system that will be acceptable across a network of decentralized branches, to design an overall administrative system with minimal implementation overhead, and to install the system into the business so that it becomes a normal part of the work environment.
Landis & Staefa, Inc.

Sales Training Design for Facilities Management Services

This was an extremely accelerated project in which Pete led the Design Team in defining Training Modules for branch sales introduction to selling the Facilities Management business.
Landis & Staefa, Inc.

Coaching and Simulation Development on Performance Contracting for Engineers

Pete provided coaching to the client development team on project management and developed the role Datapaks for the simulation exercise.
Landis & Staefa, Inc.

Modular Curriculum Design—Call Center Customer Service for University Customers

This project was Pete’s 38th MCD project in which an entire product training series was designed using a Design Team as a model for six additional “clone” series.
McLeodUSA (formerly Consolidated Communications)

Curriculum Architecture Design for Call Center Customer Service and Operations Representatives

This project was Pete’s 13th CAD project. It supported the redesign of the entire customer service processes for a new Call Center. Besides designing the CAD, the team also used the Performance Modeling data to identify 13 proposed solutions to address the highest priority environmental deficiencies.
McLeodUSA (formerly Consolidated Communications)

Consulting on ISD and Project Management Processes

To enable the client to manage the development of the curriculum, Pete provided ISD expertise to create a modified version of the PACT MCD process defining standard milestones within the development and pilot for use by a diverse development team.
McLeodUSA (formerly Consolidated Communications)

Consulting on Learning and Development Processes

Pete presented the CAD and a competency modeling approach based on the Performance Modeling and Knowledge/Skill Analysis processes to a corporate-level HR team and participated in the planning of how these approaches could be tested/implemented within NOVA.
NOVA Chemicals

MI Design Workshop Development

Pete took the lead role in developing the MI Design Workshop within the MC/MI series for General Motors. One of his goals was to illustrate how a designer can integrate their own ISD approach within the PACT MCD/MI design process. And, for this workshop, Pete developed his 12th simulation.
General Motors

Design of Structured, On-the-Job Assignments for Tool & Die Supervisors

Pete led a design meeting to use Performance Model data to identify job assignments that could be integrated into an 18-month supervisor development program. The intent was to help participants make a direct link between classroom learning; structured, on-the-job training; and the job.
General Motors

Coaching of MC/MI Practitioners

On an as-needed basis, Pete coached various trained practitioners in preparing for, conducting, and documenting CAD process meetings.
General Motors

Delivery of the MC/MI Analysis and MI Design Workshops

As part of an overall Technology Transfer agreement with General Motors, Pete conducted five deliveries of the above workshops for groups ranging from 7 to 16 participants. The challenge was assessing exercise performance to determine capability to perform on the job (for certification purposes).
General Motors

Retail Site Management Curriculum Architecture Design

Pursuing a strategy of operational excellence, Imperial Oil decided to use the CAD process to redesign their training for Esso retailers. Pete’s 12th CAD, the challenge was to create a design that would fit a wide range of store sizes and market segments.
Imperial Oil

 

1996

Modification of the CADDI PACT Processes for General Motors

Consulted with General Motors to explain the PACT Processes and to define modifications to process steps and outputs to customize it to General Motors.
General Motors

Development/Adaptation of the MI Briefing, Performance Modeling Workshop, and Toolkit

Consulted with General Motors and served as a subject matter expert for the design and development of components of the various tools for supporting the technology transfer.
General Motors

Design of a Service Operations Management Course

Designed a five-day, group-paced training course on managing customer service agreement accounts. Though this course did not include a simulation, it did include a number of job-related exercises, including making management decisions based on labor, material, and financial data.
Landis & Staefa, Inc.
 

Design of a Performance Contracting Course

Pete used a combination of the PACT Processes for CAD and MCD to define the engineer’s role in the performance contracting process, and then designed a “mini-CAD” of 60 modules. Then, he led the field Design Team through the design of a five-day, group-paced training program including his 11th simulation.
Landis & Staefa, Inc.
 

Curriculum Architecture Design for Help Desk Technical Support Engineers

This CAD (Pete’s tenth) addressed technical and customer service training needs for technical support engineers for a manufacturer of high-end file servers. The challenge in this project was to meet the company’s intent to avoid “handing off” customers who call in for help—this required rethinking the role played by new engineers, as well as creating an accelerated development process.
Auspex Systems, Inc.

Curriculum Architecture Design for PNBB/PNBE Process Operators

Pete designed this, his ninth CAD, to address the operators of a batch chemical manufacturing process. The analysis and Curriculum Path identified ways to make it easier to use “fill-in” resources from other areas during peak workloads, as well as to develop new operators.
Eli Lilly and Company

Curriculum Architecture Design for Global Operations

Pete’s eighth CAD addressed 12 roles involved in FDA submissions for investigative and new drug applications. Much of this CAD was addressed through job aids and structured, on-the-job training delivery. In this project, Pete also used the Performance Model data to generate a role profile, listing performances and knowledge/skill requirements for the job, that was used for recruiting and selecting new job candidates.
Eli Lilly and Company

Curriculum Architecture Design for Price List Representatives and Medical Information Specialists

These audiences are involved in supporting drugs that are currently on the market—either researching or communicating information to healthcare professionals or patients. (As a side note, almost immediately after the Analysis Phase the client reorganized, changing some tasks and shifting others between roles. The client was able to use the Performance Model to help direct and document the change with minimum effort.)
Eli Lilly and Company

Design and Development of a Prototype Database for Storing and Managing Performance Model and Curriculum Architecture Design Data

Pete guided the development of the above database to enable the client to have greater use of the data following the CAD project.
Eli Lilly and Company

Technology Transfer Training for Combinatorial Chemistry

Pete designed and developed application exercises (“canned labs”) for training chemists in combinatorial chemistry methods as part of the client’s licensing of this technology to other companies.
Sphinx Pharmaceuticals

Curriculum Architecture Design for Industrial and Wholesale Marketing Support Roles

Pete’s sixth CAD addressed customer service roles’ performance within a petroleum wholesale organization. Key features of the design included extensive use of structured, on-the-job training and cross-training. This was also Pete’s first “formal” use of the Performance Model data to identify solutions for environmental performance gaps.
Imperial Oil

  

1995

Curriculum Architecture Design for PNBB/PNBE Process Operators

Pete designed this, his ninth CAD, to address the operators of a batch chemical manufacturing process. The analysis and Curriculum Path identified ways to make it easier to use “fill-in” resources from other areas during peak workloads, as well as to develop new operators.
Eli Lilly and Company

Curriculum Architecture Design for Global Operations

Pete’s eighth CAD addressed 12 roles involved in FDA submissions for investigative and new drug applications. Much of this CAD was addressed through job aids and structured, on-the-job training delivery. In this project, Pete also used the Performance Model data to generate a role profile, listing performances and knowledge/skill requirements for the job, that was used for recruiting and selecting new job candidates.
Eli Lilly and Company

Curriculum Architecture Design for Price List Representatives and Medical Information Specialists

These audiences are involved in supporting drugs that are currently on the market—either researching or communicating information to healthcare professionals or patients. (As a side note, almost immediately after the Analysis Phase the client reorganized, changing some tasks and shifting others between roles. The client was able to use the Performance Model to help direct and document the change with minimum effort.)
Eli Lilly and Company

Design and Development of a Prototype Database for Storing and Managing Performance Model and Curriculum Architecture Design Data

Pete guided the development of the above database to enable the client to have greater use of the data following the CAD project.
Eli Lilly and Company

Design and Development of an Organizational Capability Assessment Workshop

This workshop was for staff consultants performing organizational capability assessment supporting strategic business planning efforts. We created the OCA process, and Pete led the MCD process (his 32nd) to design the workshop and simulation.
Amoco Corporation

Delivery of Product Management Process Training—New Product Introduction

A five-day, simulation-based course for product planners and managers within the switching, operations systems, wireless, and business units on how to plan the development and introduction of a new product.
AT&T Network Systems

 

1994

Operations Management and Self-regulated Team Curriculum Architecture Design

Pete’s fifth CAD addressing the performance needed to support the introduction of self-regulating teams in the production environment.
Novacor, Corunna Site

Strategic Plan for Training & Development (Phase 1)

Pete conducted a series of executive interviews, co-facilitated planning sessions, and developed the Phase 1 report assessing the overall business needs at the site and the implications for the T&D function.
Novacor, Corunna Site

Design and Development of a Total Quality Guidebook

Led a Design Team using a modified PACT MCD Process to design a 160-page guidebook describing total quality principles, concepts, tools, and resources for technical and administrative staff. He also performed some of the development work.
NASA Lewis Research Center

Development and Delivery of Product Management Process Training—New Product Introduction

Pete designed and developed simulations and group-paced training on how to lead a cross-functional product team.
AT&T Network Systems

Delivery and Train-the-Trainer for Product Management Process Training—Life Cycle Management

This course design was a conceptual clone of the new product version, except that the content and simulations are designed around leading a cross-functional product team through the key decisions following product introduction, including promotion and growth, customer support, and through discontinuance.
AT&T Network Systems

 

1993

Companywide Curriculum Architecture Design

Co-designed a curriculum architecture to support the re-engineering of an entire distribution business. The CAD contained 20 Curriculum Paths and more than 700 modules addressing 53 business processes.
Spartan Stores/ISSC

Delivery and Train-the-Trainer for IPD Training for Program and Team Leadership

This was a five-day, simulation-based, group-paced course on how to lead a team through the product development process.
Lockheed (General Dynamics)

Total Quality Workshop

Pete used the MCD process to design and develop a two-day workshop on total quality principles, process improvement techniques, and implementation planning to be delivered by us at Cornell.
Cornell University

Redesign of the Product Management and Market Management Curriculum Architecture and NS 1251: Product Management Process Training

This project was an update of an earlier project in which the Performance Model, Knowledge/Skill Analysis, and Existing Training Analysis were validated/expanded before revising the Curriculum Architecture Design. As a result, the eight-day keystone training course was reconfigured into two five-day programs, which led into Pete’s 28th and 29th MCD projects.
AT&T Network Systems

Design of a Multilevel Training Evaluation System and Instruments to Support a Large-Scale Business Process Re-engineering Effort

This project was to design an integrated set of evaluation instruments addressing Kirkpatrick’s “four levels” (plus some operational measures) that would work to track the BPR training and that could be instituted as an ongoing training evaluation system following the BPR effort.
Amoco Production Company

 

1992

Delivery of IPD Training for Program and Team Leadership

See below for a description of the project.
General Dynamics

Quality in Program Management Course Design

A truncated application of the MCD process to design a workshop on the application of quality tools and methods in the program management of large-scale systems integration projects. This was Pete’s 27th MCD project and seventh use of simulation exercises.
Digital Equipment Corporation

Design of Reactor 300 (PRISM) Training Course and Verification Tests

Pete used Performance Modeling and Knowledge/Skill Analysis to design and develop structured, on-the-job training and performance tests for batch chemical process operators in his 26th MCD project.
NALCO

 

1991

Development of IPD Training for Program and Team Leadership Development

Co-designed and facilitated initial deliveries of a five-day, simulation-based training course for leaders of various types of aircraft development teams. (This was Pete’s 25th MCD project.)
General Dynamics

Development, Delivery, and Train-the-Trainer for Marketing Process Training
Delivery (USA) of Product Management Process Training

An MCD effort to define and instill marketing process knowledge and skills for marketing professionals in a technical industry. Pete led the development team through the handoff to Network Systems instructors. This was Pete’s fifth opportunity to develop performance-based simulations (rather than simply exercises or cases).
AT&T Network Systems

Development of Service Technician Selection System Training Course

Pete designed and developed this self-paced program to train managers in the use of a comprehensive, standardized selection process that involved interviewing candidates using a benchmarked questionnaire, evaluating their performance in a role-play, and administering a standard aptitude test.
Whirlpool Corporation

Supporting the Sale: A Team Approach

A briefing for technical sales team members (including account managers, technical support, and sales office management) addressing key “watch-out-fors” in customer contact situations such as sales meetings and service calls. This project included a video, job aid/pamphlet, and a small facilitator guide for use in sales office training sessions.
AT&T Network Systems—Wireless Business Unit 

Managing a Diverse Workplace

Development of a facilitator guide for use by retail store managers in local training programs on diversity, the Americans with Disabilities Act, and sexual harassment.
Sears

Design of Gas Chromatography Training Course

The intent of this project was to design “gas chromatography for dummies”—nontechnicians who needed to analyze a sample chemical quickly without understanding the many nuances of setting up the instrument and interpreting the results. Pete used an abbreviated MCD process to map the performances, identify an overall training process, and specify a set of job aids for his 20th MCD project.
Occidental Chemical Corporation

   

1990

Development of Labor Relations Training

This project was the first use of the “Lesson Map of Activities,” which is really the heart of the MCD group design process. This five-day, simulation-based training program addressing the management of bargaining unit employees (across six different agreements) was piloted in 90 days after the Steering Team kick-off meeting and was very well received. This was in large part due to the commitment of the Analysis Team that, after completing the Analysis Phase, actually insisted in staying on to complete the Design Phase (even though we really didn’t need to keep all of them an extra two full days!)
Illinois Bell

Development of Composites Bonding and Fabrication Training

This was an 80-hour, group-paced training program for manufacturing technicians building composite aircraft components for stealth fighters. One of the project challenges was that the manufacturing methods were being refined as the training was being developed.
General Dynamics

Development of Test Instruments for Product Management Process Training

This small project required the development of pre- and posttests to accompany the simulations as an additional source of participant achievement data.
AT&T Network Systems

 

1989

Delivery and Revision of Product Support Planning and Management Training

This five-day, simulation-based training course addressed the management of a cross-functional team through the planning of the product service and support channels, warranty processes, product upgrades and “recalls,” and discontinuance.
AT&T Network Systems


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