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Upcoming events

    • 31 Jan 2019
    • 11:00 AM - 12:00 PM
    • Online(PT time)
    • 116


    It is no longer a question of should you do a needs assessment, but now about doing one which will help you add measurable value, This short presentation will provide essential concepts, tools, and justifications of doing needs assessments that actually get worthy results.


    Roger Kaufman, PhD, CPT is professor emeritus, Florida State University, and has served as Distinguished Research Professor at the Sonora Institute of Technology (Mexico). He received ATD’s Distinguished Contribution to Workplace Learning and Performance award. Also, he is a founding member, past president, honorary member for life, and Thomas Gilbert Award winner, all with the International Society for Performance Improvement (ISPI). Kaufman has published 41 books and over 300 articles on strategic planning, performance improvement, quality management and continual improvement, needs assessment, management, and evaluation. He consults world-wide with public, private and NGO organizations, the most recent of which include the President and Minister of Tourism of Panama, the University of Puerto Rico, the Civil Service Commissions of Taiwan, and the Korean Government.  At Florida State, he created the Center for Needs Assessment and Planning that did applied research and development.  The literature often sites him as “the father of needs assessment. “He is a member of the Industrial Advisory Council for Medgar Evers’s School of business as well as the advisory board of the Center for Measuring University performance. ISPI has created the Roger Kaufman Award for Societal Impact. that recognizes the continuous achievement of measurable positive societal impact by an individual or organization." He is a Fellow of the American Psychological Association as well as of the American Educational Research Association. 

    Email: roger@megaplanning.com or rkaufman@nettally.com and phone number is 850-386-6621.

    Free download of advance organizer: 

    Each week running up to the webinar, our chapter be offering free topic-related articles donated by Dr. Kaufman as a value-added advance organizer, at no cost to you. This first offering is a great opportunity to get up to speed on the language and terminology used in this area of performance improvement. The second article speaks to the issue of 'how and where to start'.

    Kaufman, R. (2018). A glossary of terms for mega thinking and planning. Performance Improvement, 57 (6), 57-65.

    Kaufman, R. (2018), A Hierarchy Of Planning: Where You Start Can Make A Difference. Perf. Improv., 57: 37-40. doi:10.1002/pfi.21812  

    • 18 Apr 2019
    • 11:00 AM - 12:00 PM
    • Online(PT time)
    • 148


    This webinar will cover the Guy’s key ISD Analysis data – Performance Data and the Enabling Knowledge/Skill Data and its use in the steps for creating a Lesson Map. Guy has been collecting ISD data in this format for ISD efforts since 1979 and he has been mapping lessons in this manner since 1990.

    His 1999 book, “lean-ISD” – recipient of an ISPI Award of Excellence for Instructional Communications in 2002, also covers these methods. This book is available as a free 410 page PDF as well as a Kindle and paperback: https://eppic.biz/free-book-pdf-lean-isd/.


    Guy  Wallace is a Performance Analyst and Instructional Architect, and has been in the ISD profession since 1979, when he was initially influenced by the work and writing of Geary Rummler, Tom Gilbert, Bob Mager and Joe Harless. He has been an external consultant since 1982 and has served over 80 clients including more than 45 F500 firms. He joined his local NSPI (now ISPI) chapter in 1979 and served on their newsletter committee. He has attended 30 ISPI Conferences since 1980, has served on several dozen ISPI committees, as a Director on the Board (1999-2001), as President-Elect and President (2002-2004) and was the recipient of ISPI highest award in 2010, Honorary Life Member, as approved by two successive Boards. He co-founded the ISPI Charlotte Chapter in 2009 and served on its Board and as President. Guy has presented 35 times at NSPI/ISPI Chapters starting with his first in 1982; and he has presented 59 times at NSPI/ISPI Conferences since his first in 1985.

    He may be reached via email at: guy.wallace@eppic.biz and via his website at: www.eppic.biz

Past events

06 Dec 2018 Chatbots - Can they really support learning retention?
15 Nov 2018 The Learning-Transfer Evaluation Model (LTEM): A Research-Inspired Alternative to the Four Levels
27 Sep 2018 Research-driven Tactics That Improve Training Outcomes
20 Sep 2018 ISPI EMEA Post Conference Fee Collection process
20 Sep 2018 ISPI EMEA Main Conference Registration 2018
19 Sep 2018 ISPI EMEA Pre-Conference Workshop Registration ONLY
19 Sep 2018 ISPI EMEA Pre-Conference Workshop Registration for SWEDISH PROFESSIONALS ONLY
23 Aug 2018 Transformative HPT
02 Jul 2018 How to Write a Successful Book
24 May 2018 Performance Improvement at the Speed of Change
19 Apr 2018 How to Recognize and Create Damn Good Job Aids
08 Mar 2018 Conducting Evaluations with a 10-Step Procedure
22 Feb 2018 Multiple Generations: Do they need special treatment?
25 Jan 2018 Emotional Intelligence: Foundations for Performance Excellence
26 Oct 2017 The Key to Performance: Understanding Value Creation
21 Sep 2017 Practical Advice for Pursuing a Career in Learning & Development
30 Aug 2017 Write a strong survey instrument using evidence-based practices
20 Jul 2017 Organization Mapping
25 May 2017 Practical Advice for Pursuing a Career in Learning & Development
23 Mar 2017 Raising the Bar: Consulting and Project Management Skills for Instructional Designers
23 Feb 2017 What’s Big Data Got to Do with HPI?
26 Jan 2017 Radically Improved Training Evaluations: Finally—Valid Feedback to Support Improvement
17 Nov 2016 Making Mentoring Work - Front to Back (Readiness Assessment to Evaluation)
22 Oct 2016 Oyster Barrel Event!
22 Sep 2016 Practical Advice for Pursuing a Career in Learning & Development
25 Aug 2016 Performance-based eLearning Case Studies (Tools in Action: Storyline 2)
21 Jul 2016 Adopting a "Sustainability Lens" in Your Work
23 Jun 2016 Understanding Compassion in the Workplace: Leadership and Organizational Applications
26 May 2016 Roger Addison Presents: Performance Improvement Basics 2016
30 Mar 2016 Stealth Engagement: The Hidden Motivators that Drive Performance
02 Mar 2016 Training and Performance Improvement in iNGOs: Giving our gift at a global scale
12 Nov 2015 Personas: Breathing Life into Abstract Performance Data
24 Oct 2015 Oyster Barrel Event!
24 Sep 2015 Crafting Your Breakthrough Leadership Path
30 Jul 2015 Learning to Act with Greater Wisdom: What Recent Neuroscience Tells Us
27 Jun 2015 Making Culture Concrete: Inspiring Output & Accountability
28 May 2015 What Does Leadership Have to Do with Performance Improvement?
26 Mar 2015 Question and Answer Hour with Roger Kaufman
26 Feb 2015 Roger Addison Presents: Performance Improvement Basics 2015
07 Feb 2015 Join ISPI LA Chapter on Saturday, February 7
22 Jan 2015 ISPI Bay Presents: Innovative Approaches to Enterprise Learning in Health Care Reform
15 Jan 2015 ISPI Bay Chapter Board Meeting
18 Dec 2014 Shaping Future Success Today: Moving Performance Consulting to the Cloud
20 Nov 2014 Speaking Up! Presenting to Executives!
23 Oct 2014 Implementing Design 2.0-Collaborative Instructional Design that Works
20 Sep 2014 Oyster Barrel Event!
21 Aug 2014 Understanding Resistance to Asynchronous Discussions for Training
30 Jul 2014 Business Meeting- All are Welcome to Attend
17 Jul 2014 A Systematic Approach to Coaching That Sticks!
14 Jun 2014 Bay Area ISPI Chapter Meeting
10 May 2014 Save the Date -June 15 Chapter Meeting
12 Feb 2014 Sivasailam Thiagarajan
11 Jan 2014 Strategic Planning Session
08 Jan 2014 Guy Wallace: Curriculum Architecture Design
11 Dec 2013 CANCELED - Carl Binder: Accelerating Business Results Through Leadership and Management
23 Oct 2013 October 2013 - Roger Chevalier: Ideas, Models, and Tools for Performance Analysis
07 Sep 2013 Chapter Kick-Off Oyster Barrel 2013 - Meet & Greet
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