TP350 70 14
TP350 70 14
TP350 70 14
27 March 2015
Training
RICHARD A. DAVIS
Senior Executive
Deputy Chief of Staff, G-6
History. This publication is a new U.S. Army Training and Doctrine Command (TRADOC)
pamphlet.
Summary. This pamphlet contains specific guidance for the development of courses and
lessons, with supporting information on analyses, assessment, job aids and graphic training
aids, training support packages, and training and education management. It provides
guidance and examples for organizations that develop training and education products for the
institutional training domain. This guidance and these examples use the process and
concepts outlined in the Army Learning Model (ALM) and support the development of both
task-based and education-based lessons.
Applicability. The procedures outlined in this pamphlet apply to all Army organizations
generating Army learning products used by the Active Army (AA), U.S. Army National
Guard (ARNG), U.S. Army Reserve (USAR), and Department of the Army (DA) Civilians.
When there is a conflict between this pamphlet and TRADOC Pamphlet 350-70-7 in the
development of learning products for Professional Military Education (PME), the following
organizations will have TRADOC Pamphlet 350-70-7 take precedence: Army War College
(AWC), Command and General Staff College (CGSC), The Western Hemisphere Institute
for Security Cooperation (WHINSEC), Warrant Officer Career College (WOCC), U.S. Army
TRADOC Pamphlet 350-70-14
Sergeants Major Academy (USASMA), and The Defense Language Institute Foreign
Language Center (DLIFLC also known as DLI).
Proponent and exception authority. The proponent for this pamphlet is the U.S. Army
Combined Arms Command (CAC), Training Management Directorate (TMD). The
proponent has the authority to approve exceptions or waivers to this pamphlet that are
consistent with controlling law and regulations.
Summary of Change
o provides “how to” guidance for institutional domain training and education product
development and management using the analysis, design, development, implementation,
evaluation process (throughout).
o implements the Army Learning Model using guidance and examples (throughout).
o provides various product formats, checklists, and supporting information which support
the developer in producing quality institutional training and education products
(Appendices).
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Contents
Page
Chapter 1 Introduction ......................................................................................................... 9
1-1. Purpose ..................................................................................................................... 9
1-2. References ................................................................................................................ 9
1-3. Explanation of abbreviations and terms ................................................................... 9
1-4. Scope ........................................................................................................................ 9
1-5. Army learning policy and systems overview ........................................................... 9
1-6. Institutional learning processes and products ........................................................... 9
1-7. Army learning policy and systems and the analysis, design, development,
implementation, evaluation (ADDIE) process ................................................................ 11
1-8. Regulation and pamphlet relationships................................................................... 14
Chapter 2 Proponent Responsibilities and Support of Institutional Training and
Education Products ............................................................................................................... 15
2-1. Introduction ............................................................................................................ 15
2-2. Training proponent information and identification (ID) numbers.......................... 15
2-3. Institutional training and education system ............................................................ 15
2-4. Mandatory training in institutions .......................................................................... 16
2-5. Foreign disclosure (FD) restriction statements ....................................................... 16
2-6. Copyright/proprietary materials/intellectual property ............................................ 16
2-7. Training development management ....................................................................... 18
2-8. Interfacing with other Army systems and processes .............................................. 18
2-9. Application of the Army Learning Model (ALM) ................................................. 18
Chapter 3 Operational Force Drivers of Generating Force Learning Products ........... 20
3-1. Introduction ............................................................................................................ 20
3-2. Needs analysis ........................................................................................................ 20
3-3. Learning product analysis process overview .......................................................... 28
3-4. Mission analysis ..................................................................................................... 28
3-5. Safety and environmental protection ...................................................................... 29
Chapter 4 Job Analysis........................................................................................................ 30
4-1. Introduction to job analysis .................................................................................... 30
4-2. The job analysis process ......................................................................................... 30
4-3. Individual task identification .................................................................................. 32
4-4. The total job task inventory .................................................................................... 33
4-5. Identifying potential critical tasks .......................................................................... 34
4-6. Critical task and site selection boards (CTSSB) ..................................................... 34
4-7. The individual critical task list (ICTL) ................................................................... 35
4-8. Individual task analysis .......................................................................................... 36
4-9. The critical-individual task-to-lesson matrix .......................................................... 37
Chapter 5 Target Audience Analysis ................................................................................. 37
5-1. Introduction of target audience analysis ................................................................. 37
5-2. Data collection planning ......................................................................................... 38
5-3. Determine population size, location, and availability ............................................ 38
5-4. Develop data collection instruments....................................................................... 39
5-5. Data collection ........................................................................................................ 41
5-6. Data analysis procedure .......................................................................................... 42
5-7. Review goals and objectives................................................................................... 42
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Table List
Page
Table 3-1 Doctrine, organization, training, materiel, leadership and education, personnel,
and facilities (DOTMLPF) problem example ......................................................................... 25
Table 3-2 Learning product search procedure ....................................................................... 27
Table 5-1 Sample size determination procedure .................................................................... 39
Table 5-2 Data analysis procedure ......................................................................................... 42
Table 5-3 Qualitative and quantitative data analysis ............................................................. 44
Table 6-1 Course prerequisite determination ......................................................................... 51
Table 6-2 Course delivery modes .......................................................................................... 53
Table 6-3 General steps for writing an ISAP ......................................................................... 55
Table 7-1 Types of learning objective standards ................................................................... 72
Table 7-2 Learning objective to lesson plan relationships..................................................... 74
Table 7-3 Learning step activity examples ............................................................................ 75
Table 7-4 Identification of resource requirements for LSAs ................................................. 76
Table 7-5 Instructional strategy uses with suggested MOIs .................................................. 80
Table 7-6 Instructor-to-student ratio factors .......................................................................... 82
Table 7-7 Media descriptions and instructional uses ............................................................. 84
Table 7-8 Guidelines for developing new media ................................................................... 86
Table 8-1 Test methods .......................................................................................................... 90
Table 8-2 Assessment production guidelines ........................................................................ 93
Table 8-3 Test plan for a written test ..................................................................................... 95
Table 8-4 Test control guidelines ........................................................................................ 100
Table 9-1 GTA design and development requirements ....................................................... 105
Table 11-1 Product format overview ................................................................................... 114
Table 11-2 Learning product distribution options ............................................................... 115
Table 11-3 Implementation personnel requirements ........................................................... 119
Table 11-4 Course preparation and coordination checklist ................................................. 121
Table 11-5 After-action review format ................................................................................ 124
Table B-1 Job analysis checklist example .......................................................................... 133
Table B-2 Course master checklist example ....................................................................... 134
Table B-3 Lesson plan checklist example .......................................................................... 135
Table B-4 Job aid checklist example .................................................................................. 136
Table B-5 TSP checklist example ....................................................................................... 137
Table D-1 Individual critical task list example ................................................................... 141
Table G-1 Methods of instruction ........................................................................................ 146
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Figure List
Page
Figure 3-1. Needs analysis process ........................................................................................ 21
Figure 3-2. Examples of needs analysis documentation and data sources ............................ 23
Figure 3-3. Potential sources of needs analysis problems ..................................................... 24
Figure 4-1. Job analysis flow chart ........................................................................................ 32
Figure 4-2. Sample task identification chart .......................................................................... 33
Figure 4-3. References for compiling a total task inventory ................................................. 33
Figure 5-1. Common target audience data ............................................................................. 38
Figure 5-2. Target audience data collection goals and objectives ......................................... 38
Figure 5-3. Quantitative and qualitative data comparison ..................................................... 41
Figure 5-4. Possible data sources ........................................................................................... 42
Figure 6-1. Reclassification training design considerations .................................................. 49
Figure 6-2. Course structure and sequencing sample ............................................................ 52
Figure 6-4. Example course lesson sequence ........................................................................ 58
Figure 7-1. Lesson numbering examples ............................................................................... 65
Figure 7-2. Version/edition number protocol ........................................................................ 65
Figure 7-3. Lesson title example ............................................................................................ 66
Figure 7-4. Action statement example ................................................................................... 70
Figure 7-5. Condition statement example .............................................................................. 70
Figure 7-6. Learning objective example ................................................................................ 73
Figure 7-7. Media communication formats ........................................................................... 85
Figure 8-1. Test creation or revision ...................................................................................... 97
Figure 9-1. Training circular flowchart ............................................................................... 107
Figure 10-1. Steps in training support package development .............................................. 109
Figure 11-1. Institutional product management process ...................................................... 113
Figure 11-2. Implementation planning and preparation activities ....................................... 119
Figure E-1. ICTL to lesson crosswalk ................................................................................. 144
Figure F-1. Sample sequencing of learning step activities to support learning objectives .. 145
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Chapter 1
Introduction
1-1. Purpose
This pamphlet provides detailed guidance for producing institutional training and education
products in support of U.S. Army Training and Doctrine Command (TRADOC) Regulation
350-70. It uses the instructional system design (ISD) model based on the analysis, design,
development, implementation, and evaluation (ADDIE) process. Personnel from training
proponent organizations, Centers of Excellence (CoEs), and schools are the primary audience
for this pamphlet. The institutional domain includes initial military training (IMT),
professional military education (PME), civilian education system (CES), and functional
training for Soldiers and Department of the Army (DA) Civilians.
1-2. References
Required and related publications and referenced forms are listed in appendix A. Referenced
links can be found in the glossary and on the Training and Education Developer Toolbox
(TED-T) website. These include links to civilian educational references.
1-4. Scope
This pamphlet provides guidance for the generating force to create, revise, and manage
institutional learning products for use by Army training and education proponents; an Army
training and education overview with relationship to the Army Learning Model (ALM); and
a description of the ADDIE process. This guidance primarily addresses analyzing,
designing, and developing courses and lessons, with additional direction for individual
critical task lists (ICTLs), lesson plans, learning assessments, job aids, graphic training aids,
training circulars and training support packages (TSPs). The evaluation of products is
covered to a limited extent. Finally, the pamphlet briefly discusses management and
resources for the aforementioned products.
a. This pamphlet briefly describes institutional domain processes and products in this
paragraph, then details them in subsequent chapters. The analysis processes described are
those used for determining the institutional products needed and/or product design and
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b. ICTL. An ICTL is the list of individual critical tasks that job incumbents must
perform to successfully accomplish their missions and duties. Each proponent’s critical task
and site selection board (CTSSB) develops the ICTL from a list of all tasks identified in a job
analysis. A CTSSB is held every 2 to 3 years or as major changes to doctrine, organization,
equipment, or a job occur. The individual critical tasks are the foundation of lessons and
lesson plans. TR 350-70 and TRADOC Pamphlet (TP) 350-70-1 cover job analysis and
development of ICTLs in greater detail.
(1) Phase. A phase is a major part of a course that may be taught at different
locations. Phases are required to segment a course because of time, location, equipment, or
facility constraints; or delivery options such as distributed learning (DL), resident, or any
combination. For resourcing purposes, a phase is an instructional unit identified by a
common course title and number consisting of critical tasks or educational requirements
constructed as a portion or segment of a course.
(2) Module. A module is a group of related lessons that promotes efficiency in the
course structure. In rare cases a module may be comprised of only one lesson based on a
single terminal learning objective (TLO).
e. Lesson plan. The lesson plan is the detailed development of content and resources
used by instructors/facilitators to execute the instruction prescribed in one lesson within the
prescribed time limits using the specified resources. A lesson plan supports one lesson so
lessons can easily be shared across the Army to support additional modules, phases, and
courses. Chapter 7 provides information on lesson plans.
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1-7. Army learning policy and systems and the analysis, design, development,
implementation, evaluation (ADDIE) process
a. The purpose of the Army learning policy and systems is to regulate practices in
effective learning management and to specify required enabling systems. It also supports
implementation of the ALM through Army-wide standardization of training and education
content development practices. Learning content will remain relevant through the use of this
process.
b. The Army’s ISD model emphasizes the ADDIE process. Leaders, course managers,
training developers, and instructor/ facilitators at all levels must comprehend the ADDIE
process and the Army’s overarching ISD model. The Army is intentionally moving toward
an integration of training and education in order to focus on student learning rather than
institutional training.
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entered individually when needed to revise the product. A developer must determine at what
point to enter the process and ensure the learning product is produced efficiently and
effectively.
(1) The analysis phase is used for defining learning requirements and the ways to
measure success. Conducting a thorough analysis is essential for making training/instruction
as relevant as possible. Analysis provides information about what skills or knowledge need
to be trained or learned, the conditions under which the skills should be performed or the
knowledge used, and the standard of performance that must be achieved. The results of
analysis form the basis for creating and/or revising learning products. During analysis, a
developer primarily focuses on comprehending the expected outcome of the development
efforts while determining what information to draw upon. In determining the need for a new
or revised learning product, the triggering circumstance may come from a variety of sources
in the form of a problem to be resolved. Once the circumstance is provided, the developer
must draw upon relevant information to create a new learning product or revise an existing
learning product. The primary analysis processes used to identify the learning products to be
designed (revised or created), developed, implemented, and evaluated are needs analysis,
mission analysis, target audience analysis, and job analysis. To successfully create a product
that meets all requirements at the appropriate level, the developer must maintain focus on the
learning objective(s), with approved course outcomes and general learning outcomes
(GLOs).
(2) The developer moves into the design phase after the problem is analyzed. In the
design phase, the developer must identify the objective(s), which vary according to the type
of instruction to be implemented. Once the developer confirms the learning objectives with
the proper authority, the developer plans what the training/instruction should look like when
it is complete, and the context in which the task or learning will successfully occur. The goal
is to create a learning situation that helps people move from what they already know to
gaining mastery of the new material. In the design phase, the developer determines learner
assessment methods, lesson sequence, methods of instruction, media and/or other criteria
needed for learning.
(3) The development phase involves translating the previously determined design
plan into instruction and/or instructional products. The developer chooses the structure and
methods to form a comprehensive strategy to help the intended audience achieve the learning
objectives. The development strategy includes identifying all materials that support the
implementation of a learning product. All steps for development of new institutional
learning products are included in this pamphlet or further illustrated through links to external
sources. Once institutional products are identified, designed, and developed, appropriate
management processes are needed to implement and evaluate these products.
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(5) Evaluation is a continuous process that starts during the analysis phase and
continues throughout the life cycle of the ADDIE process as well as the life cycle of each
learning product. The evaluation phase consists of both formative and summative parts.
(a) Formative evaluation judges the ability of the learning product(s) to achieve the
desired outcome/objective. This is a check-on-development to control the quality and
implementation of learning products.
(b) Summative evaluation usually occurs after completion of the ADDIE process,
and determines whether the learning product development and implementation meet
established Army and center/school standards on a program level and thereafter on the job
itself. Gaps in summative evaluation can be resolved with constructive and corrective
feedback.
Note: Evaluation is a function of the Army’s Quality Assurance (QA) Program; Army
Regulation (AR) 350-1 as well as DA and TRADOC policy memorandums and
implementing guidance contain specific policy for the QA Program. QA Program evaluation
covers much more than the ADDIE process: Army accreditation standards assess functions
that cross all doctrine, organization, training, materiel, leadership and education, personnel,
and facilities (DOTMLPF) domains. QA Program internal evaluations, pre-accreditation self
assessments, and accreditations assess the DOTMLPF functions against Army accreditation
standards, to include evaluation of ADDIE processes and learning products in accordance
with AR 350-1, TR 350-70, TP 350-70-4, and procedures delineated in this pamphlet.
(6) Although the ADDIE phases often build upon each other, remember:
(a) The normal training development (TD) process for a new training requirement
begins with a perceived training requirement and proceeds with job and critical task analysis,
design, and development of the training/education product.
(b) ADDIE phases can be entered individually as needed for revisions, creating an
iterative process.
(c) Evaluation permeates all ADDIE phases and ensures all training/education and
supporting learning products are effective in producing trained units, organizations, Soldiers,
leaders, and DA Civilians.
(b) Provide supervision of learning product development and provide team assistance
when needed to ensure the work at hand flows smoothly and efficiently.
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(c) Meet timelines and milestones of the project while maintaining quality.
(d) Ensure the entire ADDIE process operates within a given set of resources. The
analysis phase of ADDIE determines availability of, constraints on, and allocation of
resources for the courses and learning products being developed.
(e) Maintain quality; establish internal quality controls throughout the ADDIE
process.
Note: While the creation or revision of each product goes through the phases of ADDIE, the
phases do not directly correspond to the five stages of workflow in the automated Training
Development Capability (TDC). The ADDIE process occurs in the first two work stages
(proposed and analysis) of the TDC workflow.
d. The Army’s ADDIE process allows for the organization, development, and
management of learning programs and products. This process organizes all course and
curriculum development activities to ensure instruction accomplishes the institution's
educational purpose. Chapter 11 presents management guidance for institutional domain
learning products. It also defines the CAC’s role for managing learning product
requirements. Additionally, it notes proponent guidance for approval and distribution of
institutional domain learning products.
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Chapter 2
Proponent Responsibilities and Support of Institutional Training and Education
Products
2-1. Introduction
a. TRADOC is the Army’s proponent for the training, education, and leader
development process and is the accrediting authority for Army institutions conducting
training and leader development.
b. CAC is the proponent for Army training and education development and critical
operational lessons learned (TR 10-5-4). As such, CAC is responsible to support and
integrate Army training and education across all cohorts in support of Army force generation
(ARFORGEN). Additional command and staff responsibilities are outlined in the TR 10-5
series, TR 350-70, and TP 350-70-16.
c. Training Proponents:
(1) Develop courses based on established training and education needs, goals,
requirements, and objectives as well as the duties, responsibilities, and functions their
graduates will be assigned.
(2) Provide progressive and sequential training and education to Soldiers, leaders,
and DA Civilians.
(4) Analyze, design, develop, implement, and evaluate learning products for Soldiers
and DA Civilians.
Note: For purposes of this pamphlet, training development and training developer are
inclusive of training and education.
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(2) Maintain an audit trail of all source data, i.e., page, paragraph, document
title/number, date of document.
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(2) Include the Staff Judge Advocate in staffing procedures prior to buying any
proprietary materials for inclusion in training products/materials and consult with them to:
(a) Review/determine current rights for the use of existing proprietary materials for
training purposes and the need to obtain approval for use in courseware.
(b) Review any site license purchased or about to be purchased and render a decision
on usage rights.
(a) Obtaining royalty-free rights to use, duplicate, and disclose data for government
purposes.
(b) Obtaining unlimited rights to the IMI computer-based instruction (CBI) to the
extent authorized by the Federal Acquisition Regulation.
Note: Violation of site license agreements may have serious legal consequences.
e. Review all printed materials which have been or are to be placed in digitally
delivered formats to determine if any copyright protected material is contained. If any
copyright protected material is present, contact the owner of the material and request
permission to use the material in a document or program placed on the Internet or delivered
by other digital means (examples include CD-ROM and DVD). The original copyright
release granted for printed materials is not sufficient as permission must be obtained for the
specific use of the material delivered via the Internet or by other digital means (CD-ROM,
DVD). Publishing or disseminating copyrighted digital material without proper permission is
a violation of the Digital Millennium Copyright Act.
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(2) If permission is not granted, the material must be extracted from the document
before it is placed on the Internet.
(3) Maintain a record copy of any document that grants permission/authority to use
the proprietary material.
Note: Helpful copyright internet sites include the Copyright Clearance Center, the U.S.
Patent and Trademark Office, and the U.S. Copyright Office. Links can be found in the
glossary.
a. A proponent will only revise or develop institutional products for which they are the
assigned proponent. The development or revision of non-proponent products will be
coordinated with and approved by the designated proponent in order to maintain consistency
in institutional products.
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use relevant operational scenarios, and capitalize on blended learning approaches. TRADOC
is also in the process of transforming the skills of staff and faculty personnel through new
development programs, adapting curricula development, and beginning analysis of course
resource models to align with the ALM. TRADOC will continue to develop and adapt its
governance, delivery, development, instruction, knowledge management, quality assurance,
planning, and resourcing processes and models to implement the ALM. TR 350-70 provides
ALM instructional guidelines. Training and education developers should incorporate these
guidelines during the ADDIE process to create rigorous, effective, and relevant learning
products across the career span.
a. TP 525-8-2 CH1 provides nine 21st Century Soldier Competencies to direct the
professional development of Soldiers and civilians throughout their careers. These
competencies are: character and accountability; comprehensive fitness; adaptability and
initiative; lifelong learner; teamwork and collaboration; communication and engagement;
critical thinking and problem solving; cultural and joint, interagency, intergovernmental, and
multinational competence; and tactical and technical competence.
b. GLOs are statements of essential knowledge, skills, abilities, and attributes resulting
from training, education and experience at each level along a leader’s career. GLOs are
provided to assist schools, unit leaders, and individuals to focus learning activities on
developing leaders with the 21st century competencies.
c. GLOs vary by cohort and echelon, and are progressive throughout an individual’s
career. Cohorts include IMT, NCOs, warrant officers, commissioned officers, and DA
Civilians. Echelons align with the levels in the PME system or CES for each cohort.
d. Training developers, course managers, and leaders must ensure course outcomes
achieve the GLOs that apply to a specific course. Not all the GLOs will be applicable to
every course outcome.
e. Training developers must ensure that any GLOs included in a course are properly
assessed and aligned with the course outcomes and TLOs. objective.
Note : TP 525-8-2 CH1 describes a competency as a cluster of related knowledge and skills
that affect a major part of an individual’s job (a role or responsibility), that correlates with
performance on the job, that can be measured against accepted standards and that can be
improved via training and development.
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Chapter 3
Operational Force Drivers of Generating Force Learning Products
3-1. Introduction
a. This chapter provides information regarding the relationship between the generating
force's learning products and operational Army training requirements. The chapter
introduces the ARFORGEN cycle, details the needs analysis process, discusses analysis
processes for learning products, and notes the requirement to include safety, risk
management, and environmental protection in all training and TD.
b. The operational force consists primarily of Army units whose main purpose is to
conduct or support unified land operations. ARFORGEN is a three-phased cycle that
structures the progression of increased unit readiness over time and results in recurring
periods of availability of trained, ready, and cohesive units. The reset, train/ready, and
available force pools provide the framework for the structured progression. Each force pool
is defined by designated unit activities, capability levels, and the period of time allocated to
each force pool. The Army uses the force pools in addition to mission requirements to
prioritize resources over time and synchronize unit manning, equipping, resourcing, and
training. To learn more about ARFORGEN, see AR 525-29.
c. Proponents primarily develop training and education to support unit readiness based
on the force’s needs as well as their institutional goals and objectives. The needs analysis
and mission analysis processes identify the force’s needs. The Army must train and educate
Soldiers, leaders, and units to perform under realistic and stressful conditions and to survive
and win in the full range of military operations. This realistic training must ensure the well
being of the Soldiers being trained and protection of the environment.
a. A needs analysis identifies gaps between current and required Army capabilities or
performance. Actual or perceived performance deficiencies may be in any area of
DOTMLPF. Training or education is not always the solution, although it may sometimes be
part of a combined solution. Needs analysis may also identify training/education that is no
longer needed. Needs analysis questions include:
(3) Is there a DOTMLPF solution other than training or education that mitigates the
root cause?
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c. Figure 3-1 depicts the flow of information in the needs analysis process.
Triggering
circumstance
· Doctrine
Identify performance · Organizations
deficiency · Training
· Materiel
· Leadership & Education
· Personnel
· Facilities
Forward
Approve
non-training/education Manage learning
training/education
solutions to appropriate product development
total/partial solutions
agency
(2) Field/other input. Feedback from personnel assigned to operating force units is
essential to identify training and education needs. Other excellent sources of unit feedback
include the combat training centers (CTCs) and threat managers from the Army’s CoEs.
Additionally, the Center for Army Lessons Learned (CALL) plays a vital role in the
identification of potential training deficiencies.
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(3) Long-range plans and new capabilities. Inputs to consider during analysis for
training or education development requirements include: TRADOC Long-Range Training
Plan, the Army Long-Range Planning Guidance, the ALM, The Army Plan, warfighting
concepts and experiments, training and education strategies, and advanced concept
technology demonstrations.
(4) Directed training. Common core and shared training requirements occur when
higher commands, senior officers, laws, and regulations direct training of common military
and other subjects. This includes training directed by DA and Army commands. In these
cases, HQ TRADOC directs responsible officials and proponent schools to:
(c) Determine exactly how and where training and/or education will occur.
(g) Review legal or regulation changes. New or revised laws and regulations may
establish the requirement to create or modify learning products. Developers must keep
current on their knowledge of law and regulation changes that affect the proponent areas of
responsibility.
f. Acquire related documentation and data. Check the Army Publishing Directorate list
of electronic DA-level publications on the Army Publishing Directorate website to verify
currency of references. Figure 3-2 identifies documentation and data source examples.
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(1) Analyze documentation and data to identify requirements such as task standards
and legal or regulation requirements. For example, Soldiers must be able to don a protective
mask in less than nine seconds.
(2) Document the problem in terms of collective and/or individual tasks, and
document problems in terms of any task standard that Soldiers cannot meet. Identify who or
which organization is not meeting the requirement. Include:
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(3) Describe the current situation using the same descriptors used to describe the
requirement. For example, Soldiers in MOS 11B, 11C skill levels 2-4, and officers AOC 11
(all levels) take 22 seconds to don a protective mask.
i. Identify the problem by describing the difference between the requirement and the
current situation. For example, Soldiers are taking more than twice the required time to don
their masks: 22 seconds (current situation) – 9 seconds (requirement) = 13 seconds (gap).
Environmental Individual
· Tools/Resources · Skills
· Incentives/Rewards · Knowledge
· Policies/Procedures · Motivation (Confidence, Value)
· Information/Feedback · Capability
· Management
Figure 3-3. Potential sources of needs analysis problems
l. Identify the responsible DOTMLPF area for correcting the problem. Table 3-1
contains an example.
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Table 3-1
Doctrine, organization, training, materiel, leadership and education, personnel, and
facilities (DOTMLPF) problem example
Problem DOTMLPF domain Possible causal area
Doctrine Soldiers are following doctrinal loading
procedures that take significantly longer to
complete than other updated methods that
are not reflected in doctrine.
Organization The sustainment battalion is at 50 percent
strength.
Training 75 percent of the pallets do not pass
inspection the first time they are loaded.
A brigade has a Soldiers do not know how to load
requirement to equipment and material onto pallets
deploy within 24 correctly.
hours after
receiving the Materiel The unit does not have forklifts to load
deployment order. heavier equipment onto trucks for
Exercises have movement to the loading facility. Groups
shown the average of Soldiers load this equipment manually
time to execute the and require significant time to load the
deployment is 36 equipment safely.
hours (12-hour
performance gap). Leadership and Leadership did not take action to correct
education the personnel issue or space limitations.
Personnel Delays are caused because Soldiers wait
for pallets to be inspected. Are the delays
caused from lack of Soldier initiative or is
it a workforce deficiency issue?
Facilities Space limits in the pallet loading facility
prevent multiple companies from
simultaneously loading pallets.
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(2) Recommend solutions and alternatives for training and education deficiencies.
Keep in mind that the solution is not always training and education. Other solutions may be
more effective and less costly. Incorrectly applying a training and education solution to a
deficiency does not correct the deficiency, it wastes time and money.
(3) Consider combination solutions. Fixing the problem may require a combination
of actions, or a partial training and education solution.
p. Outline the training and/or education solution where the command authority can
readily see the impact if it is not implemented. Depict the cost of failing to correct the
problem.
s. After identifying training and education needs (whole or partial), document the
specific learning products and components required to implement the solution. This includes
identifying the product's name and number (if it exists, see Table 3-2), specifying what to
accomplish, and determining the processes to employ or revise. The specific requirement
could involve simply modifying a lesson, or it may involve conducting a job analysis,
updating the individual task analysis, and/or redesigning a course. These requirements form
the basis for determining development workload.
Note: Having requirements for training or education does not ensure the procurement of
resources for development.
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Table 3-2
Learning product search procedure
Step Actions
1 Select sources. Consult all possible sources to determine which are appropriate. Most
proponent libraries have research librarians who can assist. Some possible sources
include:
· Existing course materials.
· Instructors/facilitators and developers of previous versions of the course.
· External and internal evaluation reports of previous versions of the course, such
as student evaluations.
· The Central Army Registry.
· Defense Automated Visual Information System (DAVIS) and Defense
Instructional Technology Information System (DITIS).
· Publications and personnel from other federal agencies, industry and
commercial sources, and colleges and universities.
· Libraries, World Wide Web, and Internet.
2 Identify possible learning products and the learning objective(s) they support. Ask the
following questions:
· Do the learning products match the learning objective? If not, reject it.
· Is the content at the appropriate level of difficulty and complexity for the target
audience?
· Are the learning products accurate, current, and free of error?
· Are the learning products copyrighted?
· Do the learning products address motivational factors and encourage active
learning?
· Are the learning products well-organized?
· Are the learning products sequenced properly?
· Will the learning products be meaningful and appealing to the students?
· Is the reading level appropriate?
· Can the available learning products be used in part, modified, or combined with
other learning products to accomplish the desired goal?
· Have the learning products been cleared for international officer or contractor
use?
3 Evaluate and select initial learning products.
· If using copyrighted material, work with the library to obtain permission from
the publisher before using. It may involve a user fee. Determine if the fee is within
the school's budget and if the material provides adequate benefit to justify the cost.
· If the learning product being evaluated for possible use is labeled "limited to
U.S. student only," "no foreign," or "no contractors," or if it is unclassified
information from a classified source, its use must be cleared with the local security
office. Coordinate and clear all learning products (including unclassified material)
through local security office before distribution.
4 Document your research. Be sure to include classification, FD, and copyright
information for any existing products selected.
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c. The completed and approved UTL must be made available to the appropriate users
and organizations for use in conducting the collective task analysis, and eventually the
individual task analyses. Capturing analysis data from the ATMS and TDC is the preferred
method of conducting the analysis. Automated systems provide some concrete outputs for
several types of analysis—most notably mission analysis—and help in the maintenance of
those outputs.
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a. This section provides guidance for including safety, risk management, and
environmental protection in TD products.
(2) Environmental protection. Training and education developers and trainers must
plan, initiate, and carry out actions and programs in a manner that minimizes adverse effects
on the environment. Refer to AR 200-1 and Field Manual (FM) 3-34.5 for additional
information.
(1) Safety, risk management, environmental protection, and compliance are the
responsibilities of commanders, managers, and individuals. Primary references for safety
information are found in FM 5-19, DA Form 7566 (Army Composite Risk Management
Worksheet), TR 385-2., and DA Pam 385-30 . Primary references for environmental-related
risk information are found in FM 3-34.5
(2) TRADOC training proponents, training and education developers, trainers, and
other subordinate personnel must design, develop, and implement realistic, viable training
that:
(b) Eliminates or minimizes the risks involved in relation to the training benefits.
(f) Complies with federal, state, and local environmental laws, regulations, and
restrictions (for example, endangered species protection; oil and hazardous waste disposal).
(3) TRADOC training proponents, training and education developers, trainers, and
other subordinate personnel must also integrate safety, risk management, and environmental
protection considerations into training and training materials. Specifically, the proponent is
responsible to:
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(b) Identify the risk and assign a risk assessment code to every proponent lesson
(resident and nonresident).
(c) Coordinate with and obtain approval from the appropriate branch safety manager
for lesson plans and other training products that have safety and risk management issues,
except training to be conducted wholly in a classroom environment and with a residual risk
level of LOW (TR 385-2).
(d) Submit products with a residual risk level of Extremely High in accordance with
TR 350-70, figure 5-3.
(e) Foster safe training and environmental protection by recognizing unsafe behavior
and attitudes, making risk decisions, properly counseling individuals, and developing
counter-measures to control, mitigate, or eliminate hazards during training.
Chapter 4
Job Analysis
a. Proponents perform a job analysis on all new and existing jobs (MOSs/AOCs) or
skill sets (ASI) that fall under their proponency. Job analysis is a minimum essential
requirement before the development of individual training products. Job analysis outputs
include: the job analysis survey, total task inventory, ICTL for a specific job or duty position
(including task titles and task numbers), individual task performance data, collective to
individual task matrix, initial training or education site selection, and CTSSB documents
(including audit trail of all tasks not deemed critical by the board). A job analysis is
conducted every 2 to 3 years, or whenever mission and collective task analysis, needs
analysis, MOS consolidation, changes in weapons systems, new equipment requirements,
technology updates, or other sources indicate major changes have occurred in the structure or
content of the job or skill set. Start points for new and revised job analysis are as follows:
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(1) New. Proponents must conduct a new job analysis when a needs analysis
identifies a learning requirement to create a new job, merge or consolidate jobs, career field
realignments, or divide a job into two or more jobs. New/updated mission or collective
analysis data, new/updated contractor-produced analysis data, new job initiated by
reorganization or consolidation, evaluation feedback, and other sources of data also trigger
common learning requirements. The associated product/project manager provides new tasks
associated with new materiel systems, to include software-enabled tasks, to support the job
and task analysis process. Refer to TP 350-70-13 for specific guidance on new systems
training and education development.
(2) Revision. Proponents must conduct a job analysis revision when there are major
changes in the job and the tasks performed as part of the job. Major changes may be a result
of unit feedback, new doctrine, new or improved systems/equipment, evaluation feedback,
and/or lessons learned.
b. Job analysis should collect and document information to answer: what and how the
student is expected to perform once trained, under what circumstances he is expected to
perform, what tools he will have to facilitate the performance of his job, how he will be
judged as having successfully completed his job, and what are the prerequisite skills and
knowledge that a student must have prior to starting tasks associated with the job. For a
more detailed explanation and examples, see the HR Guide to the Internet: Overview (link
provided in the glossary and on TED-T). A job analysis checklist is provided in appendix B.
c. When the individual critical tasks are identified (through the CTSSB process) and
approved by the training proponent commandant/commander, the job analysis process is
complete. Figure 4-1 shows the activities involved in conducting the job analysis process.
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Jobs
Task
88M10 88M20 88M30
pppp-xxx-nnn1 X
pppp-xxx-nnn2 X X X
pppp-xxx-nnn3 X
pppp-xxx-nnn4 X X
pppp-xxx-nnn5 X
Key: pppp* (proponent code) – xxx (task type) – nnnn (unique number assigned by proponent)
a. A total job task inventory is a complete list of tasks associated with a job. Steps in a
total task inventory include conducting a job familiarization, identifying tasks from SME
interviews, and extracting tasks from references, mission analysis data, and collective task
analysis. Figure 4-3 lists some possible references to use for gathering tasks to compile the
total job task inventory. The total task inventory is used as the starting point when conducting
a CTSSB.
b. Enter each task into a spreadsheet and assign a unique, four-digit, temporary
identification number (not a critical task number) to each task. Provide as much task detail
as needed to make them clear to field (survey) and CTSSB members. The CTSSB members
vote using the spreadsheet data. The temporary numbers make it easier to locate the tasks.
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a. Establish criteria for critical task selection. Choose a critical task selection model to
apply statistically valid task selection data to identify critical individual tasks. A task
selection model is a conceptual model in which statistically valid task selection criteria are
applied to identify individual tasks critical to the performance of a specific job. There are a
variety of models available for use. Some examples of task selection models are the
Difficulty-Importance-Frequency (DIF) Model, the Probability of Task Criticality Model,
and the Training Emphasis Model. Refer to TED-T for best practices.
(3) Determine criticality of each task based on the task selection model.
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f. The job analysis process is completed when the individual critical tasks are
identified and approved by the training and education proponent commandant/agency
commander or the designated representative. Keep an audit trail of all tasks not deemed
critical by the board.
a. Conduct a CTSSB. Voting members come AA and RC units from both the
operational (preferred) and generating force.
(1) Provide new or deleted task recommendations to the approving authority with
justification for major changes or updates to the ICTL. Provide a copy of the commandant-
approved ICTL to the office(s) that will conduct the individual task analysis. Provide a copy
to the proponent’s office for update of applicable Army 611-series publications on Personnel
Selection and Classification. Modify and obtain approval of a revised ICTL from the
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approving authority and distribute the revision when the follow-on task analysis determines
that a task is really two tasks, the approved critical task is not a task, or when a task was
omitted. Review of ICTLs must be conducted every 2 or 3 years to ensure that the critical
tasks and their links to 21st Century Soldier Competencies are relevant to the force.
(2) Coordinate requirements for RC SME support for CTSSBs with the Director,
Army National Guard and the United States Army Reserve (USAR) Command. Coordinate
with training and education proponent for task analysis data and the Soldier training
publications (STPs). Provide the complete recommended ICTL to the training and education
proponent commander/commandant for approval. A copy of the recommendations and
justification for major changes or update to the ICTL may also be included, as requested.
(3) For minor changes to the ICTL, e.g., rewording or combining, it is not necessary
to reconvene a CTSSB.
(4) Enter the approved ICTL into TDC. It is important to note that the ICTL is the
place to link the frequency and training location for these tasks. An example of an ICTL
appears in appendix D with examples of institutional products and supporting products. An
individual task checklist appears in TP 350-70-1. Approved ICTLs are posted on the Central
Army Registry (CAR).
a. Individual task analysis is the basis for deriving performance data. This is the
process used to identify how the task is actually performed, under what conditions it is
performed on the job, and how well the individual must perform the task. The task analysis
provides the detail to design and develop efficient and effective individual training. A new
individual task analysis starts on receipt of a new individual task or when there is a
significant change in how a task is performed. An individual task analysis revision begins
when needs analysis identifies that a training/TD requirement is the solution. A task analysis
of each individual task will identify all the performance specifications, skills, and knowledge
needed to establish a training strategy and to design and develop follow-on training. Current,
complete, and comprehensive individual task analysis is critical for training and education. It
provides the details to design and develop individual learning products and provide the
framework for individual skills and knowledge to support collective training. It is the
responsibility of the proponent developer to keep individual task analysis data current. TP
350-70-1, chapter 7, outlines the individual task analysis process and steps.
b. The developer, in coordination with course managers and SMEs, performs analysis
and identification of skills and knowledge. This is the critical, detailed analysis step or
activity that ensures the learner possesses the requisite skills and knowledge needed to
perform the task or further develop the learner’s attributes or abilities. Identify skills and
knowledge early in the analysis phase.
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(1) A skill is one’s ability to perform a job-related activity that contributes to the
effective performance of a step or learning activity. There are two types of skills, physical
and mental. A skill description consists of a transitive verb and an object.
Chapter 5
Target Audience Analysis
a. Before learning product development can begin, define the target audience
(students). Target audience analysis identifies and describes the individuals who perform all
the tasks associated with the specific job or function to be taught.
b. Target audience analysis produces various data depending on the nature and scope
of the analysis. Ask instructors/facilitators and jobholders, who are at the next higher skill
levels of the tasks to be taught, to review the existing target audience description to
determine the scope of the analysis. The description may be accurate as is, or may only need
minor revision. Figure 5-1 lists common data used to determine the target audience. The rest
of this chapter addresses conducting a new target audience analysis, and what to do if there
are major changes in an existing target audience analysis. Use the target audience
description when determining the learning product's content, length of instruction,
equipment/materials needed, methods of instruction (MOIs), instructional strategies, and
media. Consider the ALM during target audience analysis to ensure compliance with the
latest guidance.
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Data collection is a systematic process for aggregating data in a logical sequence so the
developer can more effectively analyze the information. Planning ensures that the sample
size is sufficient to provide accurate, valid, unbiased, stable, and relevant data. Planning
improves the development team's ability to create data collection instruments and to collect
data. Identify the data collection project's goals and objectives, as listed in figure 5-2.
· Briefly describe data collection project. · Define insights that data will provide.
· Identify specific data required. · Define the collection timeframe.
· Identify data sources. · Define expected outcome of collection
· Interact with people knowledgeable of (how will data improve learning product
the target audience demographics. development).
· Select method to collect data (how and · Identify method of reporting finding and
who) and include rationale. recommendations.
· Identify method to analyze data.
· Identify historical data (if applicable) to
compare with current and/or future
collection.
Figure 5-2. Target audience data collection goals and objectives
a. Population size. If the target audience is large, then development of DL may make
sense. However, if the target audience is small, then DL may not be cost effective.
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d. Additional factors to consider include, but are not limited to, population
demographics, experience, and education level.
c. Sample size determination procedure. Table 5-1 contains the sample size
determination procedure.
Table 5-1
Sample size determination procedure
Step Action
1 Use the information regarding the target audience in the data collection plan to ensure
the target audience demographic was clearly identified.
2 Estimate how many individuals are in the demographic.
3 Select a confidence level that produces "representative" results.
4 Determine the estimated rate of usable surveys to use, the number of individuals/groups
to interview, or the location and number of individuals to observe.
5 Determine the amount of data to collect and how many evaluators will be required to
collect it.
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d. Sampling techniques. Derive relevant data from multiple sources using more than
one collection method. The most commonly used sampling techniques are:
g. Data collection items (questions). Design and sequence the questions properly.
(2) Design questions using a systematic, highly defined approach to obtain consistent
data that can be compared, summarized, and, if the data are quantitative, subjected to
statistical analysis. Consistently apply the following criteria because they can limit the
instrument's validity if applied sporadically or inconsistently.
(3) Write questions in a way that does not bias a respondent to show him or herself in
a favorable light.
(4) Design questions in a way that does not influence a respondent to be unduly
helpful by anticipating what the evaluator wants to hear or find out.
(5) Use questions written to minimize the chance that they ask for information which
respondents are not certain, and perhaps not likely, to know.
Note: The Army Research Institute must approve surveys that cross major command lines.
Surveys conducted by centers/schools pertaining to training and education may be
occupational surveys, as well as attitudinal surveys.
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(4) Team continues collection until there is adequate sample size, per strata.
b. Two technical approaches used to collect data are quantitative and qualitative
methods. Figure 5-3 depicts the differences between these two methods.
(2) Qualitative data. Qualitative data allows the measurement of concepts such as
feelings, behaviors, and perceptions. Use of this method gains comprehension of behaviors,
motivation, and/or reasons for actions to provide insight into a scenario or problem situation.
The goal of qualitative data is a detailed description of the concept being measured.
c. Analysts should ensure that data is obtained from appropriate sources and provide
pertinent, reliable, and valid information. For target audience analysis, data sources include
the target audience sample, supervisors of the target audience, the school proponent office,
SMEs, and instructors/facilitators. Figure 5-4 contains a general list of possible data sources.
d. A mixed methodology may work best where the strengths of both quantitative and
qualitative could be beneficial.
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Table 5-2
Data analysis procedure
Step Action
1 Review data collection plan goals and objectives.
2 Determine reliability and validity of raw data.
3 Prepare analysis data. Summarize the data to avoid searching through individual
responses. This ensures every reply is counted.
4 Analyze the data. For quantitative data, convert raw figures into percentages,
proportions, averages, or another quantitative form that is more easily understood.
The choice of statistical description depends on the purpose of the data, which was
determined when the analysis was planned. For qualitative data, conduct content
analysis and triangulation.
5 Interpret the analysis findings.
a. Adequate data samples were collected to ensure the reliability of the findings.
Sample size (per strata, if stratified) should be a predetermined goal established in the
planning phase of the analysis.
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(1) Are responses consistent? For example, examine responses about the same
subject on the same instrument (the same question was asked in two different ways) to see if
the same answer was obtained. Note that inconsistency may not invalidate the data.
(2) Are there indications participants did not answer the question seriously? If a
scale was used to rate a list of items, look for the "social desirability” effect (rating of all
items positively), and "central tendency" (indiscriminate rating of items in the center of the
scale). View these responses with caution.
(5) Was triangulation used? Triangulation (using multiple methods to study the same
thing) can corroborate evidence and increase validity, especially for qualitative findings.
(6) Do analysts who did not conduct the observation interpret recorded notes
differently than the analyst did? This indicates faulty triangulation and the notes may be
imprecise. View this data with caution.
c. Check data for integrity. Unanswered questions could indicate several possibilities--
the participant did not know the answer, refused to answer, or the question did not apply.
d. Proponents or schools may have standard operating procedures (SOPs) that include
statistical measurement for the reliability of data. If the SOP requires using unfamiliar
statistical analysis, consult a statistician or evaluator experienced in statistics.
a. Various methods may be used to analyze data. Data collected is either qualitative
data (expressed in narratives or words), or quantitative data (expressed in numbers). Table 5-
3 provides guidance for analyzing both types of data.
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Table 5-3
Qualitative and quantitative data analysis
Quantitative data Qualitative data
· Make copy of data and store master · Examine all of the raw data.
for historical use. · Organize (code) comments into similar
· Use copies for edits or revisions. categories or themes including experiences,
· Tabulate the raw data and recommendations, outputs/outcomes,
measurements. concerns, strengths, and weaknesses.
· Assemble data into rankings and · Identify patterns, associations, and trends.
ranges for example, using · Maintain records (for example, databases or
statistical analysis. spreadsheets) of this data for future
reference.
Note: Pay special attention to participants' notes, comments, and answers to
supplemental questions on surveys (or other data collection instruments).
(1) Descriptive statistics are measurements that describe the data. This includes such
measures as:
(c) Median. The number separating the lower half from the higher half of a sample.
(2) Inferential statistics infer something about the total population from which the
data was collected, usually through random sampling methods. It includes such analyses as:
(a) Correlation. This is a statistical analysis used to infer a relationship between two
different populations based on data collected from a sample of each of the populations.
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Note: Individual descriptions on how to use these various methods for analyzing data are not
provided. If the evaluation plan requires using unfamiliar statistical analysis, consult a
statistician or evaluator experienced in statistics.
a. Interpret findings. Interpret the findings in common sense terms, and be able to
explain the results. Interpreting analysis is one of the most difficult parts of evaluation.
b. Identify trends. Annotate all trends and include them in the final report.
Quantitative data is numeric and requires statistical interpretation to represent findings.
Qualitative data is often considered less objective than quantitative data. Despite the non-
statistical nature of qualitative data, it can render more detailed, very useful information.
However, specific procedures must be followed, especially when coding information and
looking at themes and relationships at the case level.
a. There are three types of pre-assessments that can be used for target audience
analysis.
(1) One type of pre-assessment determines whether students possess the skills and
knowledge required to successfully learn the course's objectives. In other words, it covers
the skills and knowledge required, not the learning objectives in the course.
(3) A third type of pre-assessment helps the instructor tailor training, and his/her
approach to training, based on the students' experiences and knowledge levels. This type of
assessment may also allow the instructor to better organize learning groups of students,
ensuring a capable peer coach is in each learning group or dividing large number of students
into regular student groups and accelerated student groups.
(1) Identify student experiences that may influence their ability to achieve the course
objectives.
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(2) Determine the type of target audience data needed. For example, if the course
requires using DL, what skills will the target audience possess to succeed in a DL course?
(3) Determine where to find target audience data such as personnel data forms, class
demographics, questionnaires, etc.
(4) Develop a target audience profile. What are the expected experience, knowledge,
skills, and abilities of the student? What level of learning, course content, delivery methods,
and instructional strategies would be appropriate?
(5) A lack of target audience baseline knowledge and experience may require
modification to the course, lesson(s), or a prerequisite requirement.
Chapter 6
Courses
a. This chapter contains guidance for course design and related issues. A course is a
complete series of instruction (lessons, often organized by modules and/or phases) identified
by a common title and number. A course consists of curriculum composed of critical tasks or
educational requirements that qualifies a person for a specific MOS, AOC, functional area, or
skill set. The developer, course manager and leadership develop courses that are supported
by a program of instruction (POI) and course administrative data (CAD), and managed by the
course manager and leadership. A formal analysis and the ALM are the basis for Army
course design. The ALM outlines a path forward for individual training and education, leader
development, and collective training.
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d. The following procedures and major requirements apply to course analysis and
design. These procedures cover analysis and design of resident courses; lesson plans;
correspondence sub-courses; courses/lessons using video tele-training; multimedia (including
IMI); and training aids, devices, simulators, and simulations (TADSS). See TP 350-70-12
for more specific guidance on DL course structure.
6-2. Analysis
Before course design begins, it is essential to revisit the job and individual task analysis data.
The task analysis data provides the material needed to design and develop the appropriate
training and education needed by Soldiers and civilians. Training/education proponents must
coordinate with the ARNG and USAR for SME support through the Director, Army National
Guard (ARNG) or USAR, or the Total Force Integration Officer (TFIO), as appropriate prior
to proponent command approval. Include RC SMEs on the CTSSB. If on-site SMEs are not
available, gather TD information through other means (e-mail, VTC, etc.). The following
procedures and major requirements apply to course design:
a. Use the individuals who conducted the analysis to establish the design team. When
possible, consider using the same team for development.
(1) Revisit job analysis to verify critical tasks (reconvene CTSSB as necessary).
(3) Make appropriate revisions per job analysis and individual task analysis.
(4) For function based courses, review the applicable regulations and directives that
govern the function(s).
(5) When reviewing a course for currency, the task data captured in the ICTL should
be included in the analysis to verify task currency and correctness.
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the implementation date. This lead time can be shortened to three years, but that is the
minimum required to develop the course materials and program, and acquire the necessary
resources, train cadre, and schedule facilities. Courses that must be implemented within this
compressed timeline require resource trade-offs that require approval by the TRADOC
Deputy Chief of Staff, G-3/5/7. TP 350-70-3 contains a course management plan format.
Note: Design courses so they are adaptable for reclassification training. Separate modules
allow for reclassification training of branch as well as new shared task training.
(1) Avoid redundant training. Redundant training occurs when training of a task is
repeated at subsequent skill levels. Training proponents need to ensure that each course
initially trains only those critical tasks for the skill level being trained.
(3) Reclassification courses provide the training of Soldiers to perform a different job
within a given career management field (CMF) (from one MOS/AOC to another) and across
CMFs (one CMF to another).
(a) Design courses into modules to allow for training of those tasks needed for job
reclassification only (usually required branch-specific as well as shared task training).
Properly developed modules will lend themselves to reclassification training within a given
CMF as well as across CMFs.
(b) The most efficient and effective way to design a reclassification course is to first
prepare a task list specific for the Soldier(s) being reclassified in order to identify the actual
tasks to train. See figure 6-1 to prepare this task list.
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1. Compare critical task lists for the Soldier’s current job and the job to be trained.
2. Eliminate the tasks the Soldier has already been trained to perform from the new job task
list. This includes –
(a) Common Soldier tasks.
(b) Common skill level tasks.
(c) Shared Combat Arms (CA), Combat Support (CS), Combat Service Support
(CSS) tasks.
(d) Shared branch tasks.
3. Design training to train the remaining tasks (basically MOS/AOC-specific and shared
tasks as needed).
(a) Consider DL for reclassification training. If IMI is used in resident IET, these lessons
should be designed so they may be useable for distance learning of reclassification training.
(b) If desired, further define training requirements by comparing the skills and knowledge
for the remaining tasks and eliminate the skill/knowledge training on which the Soldier has
already received training. Individual self-paced training using CBI has the capability to
provide this training.
(c) Additional information for both reclassification and mobilization training design
can be found in the training portal on the Army Training Network.
a. Course design establishes: how (media/method), when, and where training will be
conducted, training structure (courses, phases, lessons, etc.), sequence requirements as
applicable, assessment plan, and graduation requirements. The course design procedures are
for an initial course design effort. All of the steps may not be required for a revision effort.
For a revised course, a revised individual training plan (ITP) is required. Required course
design outputs are captured in the course master in TDC to populate select fields in the CAD
and POI. The required design fields consist of:
(1) Course purpose and scope. The scope will include the approved course outcomes.
(3) Structure and sequence. Establish the mode(s) of delivery for each module or
phase, consider any recommendations from the CTSSB; this is the manner in which
instruction will be presented. Developers must give special attention when designing courses
into modules for DL to ensure that mode(s) of delivery per module are conducive for DL
management.
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a. State the purpose of the course in a clear and concise statement. The purpose
statement must completely answer the question: What is the reason for creating this course?
The purpose statement should generally align with the course outcomes. An example
purpose statement is: “To provide personnel with the skills and knowledge to perform unit
maintenance of towed cannon weapons armament systems.”
b. The scope identifies the types of skills and knowledge provided and the level of
complexity of jobs a graduate will be qualified to perform upon completion of the course. If
the course has multiple phases, the scope must identify those phases and state the delivery
mode for each phase. For example, Phase 1 is distributed learning, and Phase 2 is resident
education. An example scope statement is as follows: “Training includes but is not limited to
operator preventative maintenance checks and services, operation and maintenance on the
forward air defense command and control system, air defense airspace management cell
system, and the air and missile defense planning and control systems equipment in support of
the brigade combat team and echelons above.”
b. The prerequisites:
(1) Establish entry level requirements so courses can have a common start point.
(2) Can limit courses to those who require training/education for job performance.
(3) Exist for courses, phases, modules, lessons, objectives, and learning steps.
(4) Are used to develop sequential, progressive training and eliminate or prevent
development and implementation of unplanned or unnecessary duplicate training/education.
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Table 6-1
Course prerequisite determination
Step Action
1 Review analysis data (target audience and individual task).
2 Crosswalk the required skills and knowledge with the skills and knowledge acquired
from previous courses or job experience.
3 Review the DA 611-series publications for specific MOS/AOC requirements.
Examine physical profile, civilian education level, aptitude scores, and occupational
specialty enlistment requirements.
4 Examine other sources of relevant data:
· Manpower and personnel integration plan for likely characteristics of
personnel for new materiel or equipment and the range of individual
qualifications and dimensions for proposed operators and maintainers.
· Available studies or Army Research Institute data.
· Human Resources Command reports and databases.
5 Enter course prerequisites in the CAC-approved automated development system.
d. For quality control, individuals involved in writing and reviewing learning design
must ensure the prerequisite skills and knowledge identified are included in lower level
training which is prerequisite to the new/revised training. The prerequisites should not be
included in the new/revised training except as planned reinforcement (sustainment or
refresher learning).
a. A course can be comprised of phases, modules, and lessons. Courses can have one
or more phases and usually have several modules. Course design translates lessons into
sequential, progressive learning modules and phases. This ensures the overall efficiency and
effectiveness of the total course, including identification of all resource requirements.
(1) Phases will divide a course into complete blocks that allow the instruction to be
provided via different delivery options. For example, phase I may be a resident phase, and
phase II may be conducted through distributed learning. Each phase will have its own
distinct CAD and POI in order to capture complete resource requirements by phase and allow
for rapid response to changes as they occur.
(2) Grouping terminal learning objectives into modules promotes efficiency in the
course structure (discussion of TLOs appears in chapter 8). Using modules allows
appropriate amounts of time between instructing dependent objectives. In the automated
system (currently TDC) when lessons are grouped into modules, the supporting
administrative information and resource data can be pulled into the POI and TSP from the
lesson plans. See chapter 10 for more information on TSPs.
(3) Figure 6-2 depicts how the course structure generally organizes and sequences
the phases, modules, and lessons.
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Course Course
A complete series of
instruction (phases,
Phase 2-n
modules, and lessons)
identified by a common title
and number. Phase 1
Module B-n
Module A
Phase
A major part of a course Lesson 2-n
that may be taught at Lesson 1
different locations. Phases
are required as a
necessary break-up of a
course version due to time,
location, equipment, and
facility constraints.
Module Lesson
Multiple related lessons in The basic building block of all instruction. A
a course, however it may lesson should be learning steps/activities that
be only one lesson (in DL lead to a terminal learning objective/educational
for example). Note: A outcome. The lesson is structured to facilitate
module is synonymous learning and normally includes telling or showing
with annex and subcourse. Soldiers what to do and how to do it, providing
an opportunity for Soldiers to practice, and
providing feedback about their performance.
b. Developers must consider continuity and retention factors when designing course
structure and sequencing.
(1) Portray the initial course structure in an outline. The outline serves as a working
document, allowing flexibility to modify lessons and learning materials or products as
needed.
(2) Identify and sequence the phases and modules. An optional supporting product is
a matrix showing dependent relationships among tasks, skills and knowledge, and learning
objectives to identify and sequence the modules.
c. The course structure includes phases, modules, and lessons using different media for
various modes of course delivery (resident, non-resident, DL, or blended). Table 6-2 defines
course delivery modes.
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c. Individual student assessment plan (including test designs and test items).
e. Course length.
f. Student guide.
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g. Resource requirements.
h. Instructor/facilitator guide.
j. Obtaining course and POI approvals. The course is complete when the appropriate
proponent command authority approves the developed course.
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Table 6-3
General steps for writing an ISAP
Step Action
1 Establish policies and procedures which state student responsibilities.
2 Establish how the proponent school will determine if the student has
demonstrated a sufficient level of competency to pass the specified training
course.
3 Detail how the student's performance will be assessed (e.g. rubrics).
4 Identify all course assessments.
5 Establish weight points for each assessment (if necessary).
6 Establish course completion/graduation requirements.
(a) Establish “GO/NO GO” requirements for each performance assessment
based on the tasks standards that the training is based upon and the learning
objectives for the training.
(b) Establish minimum passing score for each performance-based
assessment using the learning objective standards, the performer/non-performer
classification (i.e., as determined from test validation), and/or expert opinion
analysis.
(c) Establish final grade requirements.
(d) Identify specific assessments that must be satisfactorily completed to
graduate.
7 Establish assessment procedures:
(a) Delineate school/course policy for academic and/or non-academic
probation.
(b) Delineate school course policy for academic and/or non-academic
relief/recycle policies.
(c) Include a flow chart to depict the relief/recycle process.
8 Define sustained poor performance (if applicable).
9 Include affiliation grade, college credit, or American Council on Education
(ACE) information (if applicable).
10 List specific lessons assessed.
Step Action
11 Delineate counseling policy.
12 Delineate remedial training policy.
13 Delineate re-teaching/retesting policies and procedures.
14 Delineate pretesting (testing out) procedures.
15 Establish test-challenging procedures.
16 Identify other assessment requirements, such as those in the Army Weight
Control Program and Physical Fitness Test, and define the impact of each on
course completion/graduation.
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a. The course map is the compilation of the course structure, based on the course
outline previously developed, with the addition of the lessons (sequenced as necessary or
appropriate). When the lessons and lesson plans are completed, detail the final establishment
and sequence of the lessons in the course map, a graphic portrayal of the overall course's
presentation. The course map ensures horizontal and vertical alignment of the phases,
modules, and lessons to support the learning outcomes. The mapping process involves
identifying where in the course to introduce, develop, and master each of the learning
outcomes. The course map is published in the course management plan.
(1) Course mapping involves developing a master chart that indicates which
outcomes are being met, to what extent, and how often.
(2) The course map visually and substantively reveals any student-learning gaps in
the program that could cause difficulty in meeting the program's measurement targets for its
student-learning outcomes.
(3) The generic course map that appears in figure 6-3 shows a course divided into
phases with estimated hours, and modules with delivery mode identified, estimated hours,
and lessons per module identified.
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Phase I – Title
(X-Hours) LSN 2
Title
Module A – {Title}
LSN 1 LSN 3 LSN 5
(X-Hours) Title Title Title
Delivery Mode:
LSN 4
Title
LSN 7
Module B – {Title} Title
(X-Hours) LSN 6 LSN 8 LSN 10 LSN 11
Delivery Mode: Title Title Title Title
LSN 9
Title
Phase II – {Title}
(X-Hours) LSN 12
Title
Module A – {Title}
LSN 13 LSN 15
(X-Hours) Title Title
Delivery Mode:
LSN 14
Title
Module B – {Title}
LSN 16 LSN 17 LSN 18 LSN 19
(X-Hours) Title Title Title Title
Delivery Mode:
LSN 20
Title
Module C – {Title}
LSN 21 LSN 23
(X-Hours) Graduation
Title Title
Delivery Mode:
LSN 22
Title
Figure 6-3. Sample course map with phases, modules, lessons and notes
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b. Developers can provide input to the schedulers for the course based on the structure,
sequencing decisions, and the course map. Sequence the learning progressively. Tie the
TLOs together logically and efficiently by:
(1) Identifying and sequencing the lessons into modules. Some modules may teach
specific items of equipment to the AA or RC based on equipment assigned to their units.
(2) Identifying and sequencing the modules into phases or a course. The Army
Training Requirements and Resources System (ATRRS) treats a phase as a course. ATRRS
can then put multiple phases together as a graduation requirement.
d. A course schedule is a chronological order sequence that is used to outline each hour
and day of instruction. The course schedule is usually based on 50-minute blocks of
instruction and outlines the topics to be covered, as well as practical exercises (PEs) and
scheduled assessments.
e. Another factor that impacts sequencing of lessons is the instructional strategy and
methods of instruction for lesson delivery.
f. In some cases, alternate acceptable lesson sequences are needed for instruction due
to classroom and/or equipment limitations. In these cases, lesson sequence variations should
be included with the course schedule along with course map notes such as those provided in
figure 6-4. Some possible sequence variations for the course in figure 6-4 would be noted as
follows:
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b. Module length is the sum of included lesson lengths. Phase length is the sum of the
included module lengths.
c. For the purpose of course design, the best practice for Army courses is to build in
course administrative time of ten percent to account for non-academic requirements (see TP
350-70-9 for additional information).
a. The student guide provides information students need to meet their responsibilities
for learning and successful completion of the course. The guide also contains the learning/
training objectives, expected outcomes, and a copy of the course critique that the student is
expected to submit before completion of the course. The student guide serves several
important purposes. These include:
(2) To show how the course fits into a broader context ("the big picture").
(4) To set the tone for the course and convey the expected roles of the instructor and
the learners.
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(5) To help students manage their learning by identifying outside resources and/or
providing advice.
b. Several components of a student guide are compiled in TDC in the TSP when
enough details and directions are provided by the developer(s). See TSP development in
chapter 10.
a. The ITP is a long-range planning document that articulates the proponent’s career-
long training and education strategy for a MOS, AOC, or separate functional area.
Proponents use the ITP to identify required courses and resource requirements in order to
align with the PPBES budget formulation process. ITPs establish the purpose, scope and
training/educational path of each course with long range development and implementation
milestones. ITPs require continuous update by the TD proponents so they align future
DOTMLPF changes that impact training, with the resourcing process.
b. The CAD is a TRAS document that is the proponent's initial estimate or projection
of a course’s administrative data and resource requirements; serves as a change document for
submission of administrative and resource changes to a specific course or course phase;
stimulates changes to the Army's institutional training management systems; and stimulates
resource systems and processes needed to acquire the resource before the course
implementation date.
c. A POI is prepared for all courses and is the most complete institutional training
resource document. It provides a specific description of course content, duration of
instruction, types of instruction, and lists resources required to conduct the course/phase.
The POI is organized by blocks and units in the preferred sequence of instruction. It lists the
course objectives, needed support materials, and training time apportionment.
(1) TDC generates a final POI once all lesson plans have been completed and
approved within the TD database. Approved POIs will be developed and stored in the
approved automated system (TDC).
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(2) Proponents prepare POIs for courses that fall under the Interservice Training
Review Organization (ITRO) rules. AR 351-9 describes policies, responsibilities, and
procedures for interservice training and nonresident courses to include: DOD executive agent
training; joint training; quota training; and, ITRO training. ITRO courses are classified as
either consolidated or collocated (service-unique) within ATRRS. ITRO uses a detailed
analysis methodology to determine fair share of resources to support training in consolidated
courses (manpower, facilities, and funding). In addition, the ITRO provides a mechanism for
resolution of issues which may arise during the life cycle of a consolidated and/or collocated
course.
(2) Gains student interest and focuses them on what they are about to learn.
(3) Explains why the student needs to perform the learning objective and the
consequence of nonperformance.
(4) Explains the actual job or operating environment that would make learning the
objective essential for the student.
d. Provide details of what the student is to learn from any instructional media (e.g.,
video tape, audio tape) to be used during the lesson.
(1) Write details for any “Checks on Learning" as appropriate. Provide remedial
training for incorrect responses to “Check on Learning” questions/exercises.
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(2) Write a full description of the test, details on how the student will perform the
test, special requirements, and grading criteria. Provide remedial training for incorrect
responses to test questions/exercises.
a. Evaluation and validation of courses helps identify and correct instructional system
imperfections. The evaluation and validation processes determine if instructional system
content, sequence, methods, and media decisions are sound. Decisions are sound if minimal
time, money and other resource investments result in desired learner behavior changes.
Ideally, evaluation and validation is a concurrent and continual process applied when
developing course portions.
(4) Student assessment determines if students can accomplish the learning objectives.
(5) Design and development includes the most efficient and effective methods of
instruction, modes of delivery, and site selections.
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d. The TRADOC Quality Assurance Office (QAO) website contains more information
on quality assurance for courses.
Chapter 7
Lessons and Lesson Plans
b. A lesson is the basic building block of all instruction. A lesson is designed for
learners to gain knowledge of a particular subject or the skill to perform a particular activity.
Lessons are generally taught in a classroom but can also take place in other learning
environments. Each lesson is a segment of instruction that facilitates the accomplishment of
learning step activities that lead to achievement of a learning objective. A lesson is
structured to facilitate learning and normally includes telling or showing Soldiers or students
what to do and how to do it, providing an opportunity for learners to practice, and providing
feedback about individual performance.
(2) A lesson plan is the detailed articulation of information and resources used by
instructors/facilitators to execute the instruction contained in one lesson within the prescribed
time limits using the specified resources.
c. Design one lesson to support one terminal learning objective. The TLO may be
supported by two or more appropriate enabling learning objectives (ELOs), depending on the
lesson complexity.
(1) Be current since the last review (actions, conditions, and standards have not
changed).
(2) Provide adequate technical information and support material for standardized
instruction and achievement of the learning objective(s).
(3) Ensure each learning activity can be assessed objectively and associated with one
or more individual critical tasks or 21st Century Soldier Competency.
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a. Lesson design and development uses the performance specifications for the critical
tasks and /or competencies identified. Acquire the individual critical task/competency
analysis data for the tasks/competencies and supporting skills and knowledge. Analyze each
task or competency to determine objectives that are required.
b. Lessons are most often revised from current products rather than designed and
developed as new lessons. Therefore, the developer should analyze the current lesson and/or
individual task (for task-based lessons) prior to redesign. This analysis is a check on how
new objectives could affect the overall structure of the lesson, or the course in which the
lesson resides. Once this analysis is complete, the redesign and development can begin.
a. Use the analysis data gathered for numbering and titling lessons.
b. A coherent and systematic method for numbering lessons is required for managing
the digital storage and retrieval of lessons that enables proponents to search, locate and share
lessons effectively and efficiently. Enter the lesson title and number into the CAC-approved
automated development system.
c. Lesson. The format for lesson numbers is PPPP-NNNNNNNN. The first four
spaces are for the proponent school code. Only use the number of spaces necessary to
display the school code. The second field of eight numbers/letters will be used to uniquely
identify the lesson. When converting an individual task directly into a lesson, mirroring the
lesson number to the task number will improve database search capability. When a lesson is
linked to a common core task, the lesson numbering should so reflect (e.g., 805C-
COM1234). In this example, the COM is an abbreviation for common core. Note how
closely the lesson number resembles the task ID number, allowing for effective and efficient
search capability for schools and centers that need to share that task and lesson. See figure 7-
1 for lesson numbering examples.
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d. Version/edition rule. Always label the original lesson version and edition number
1.0. Change the entire version number when there is a resource change. For example, the
original lesson version number would change from 1.0 to 2.0. The edition number is the
second digit in the version number. When only making a minor change and no resources are
changed, indicate the change using the edition number. For example, if the original lesson
version 1.0 has a minor change made, the edition number becomes 1.1. The next minor
change would be edition 1.2, and so forth. See figure 7-2 for version and edition protocol.
NOTE: Version numbering does NOT apply to resources changed using the Shared Lesson
function of TDC.
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a. Lesson design identifies the optimum strategy for each individual critical task or
competency, and the supporting skills and knowledge based on the associated analysis data.
Lesson design translates each individual critical task or competency and supporting skills and
knowledge into learning objectives. Tasks and/or competencies can be reinforced in any
number of lessons, but the intent is for the lesson to support the instructor in teaching the
performance steps/learning objective(s) per the designed performance measures. Follow the
basic procedures below when designing a lesson.
b. Complete a lesson outline. A detailed lesson outline, which later becomes an input
to the POI, includes the lesson title; number; the task/competency taught, supported, and/or
reinforced; the learning objectives; and the LSAs (in the required sequence).
(1) Write one TLO per lesson. Include and sequence ELOs as necessary.
(2) Establish how to assess student performance of the learning objectives. Write
test items that match the action, conditions, and standards of the learning objective(s). See
chapter 8 for more information on assessment and tests.
c. Consider the lesson design complete when it is approved for development by the
appropriate proponent command authority.
d. Create a lesson outline to focus the lesson and serve as the framework for the lesson
plan. For a quality lesson outline, each individual involved in the design must ensure:
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(b) Learning objective(s) are correctly written (and sequenced when appropriate).
(f) Learning sequence is effective and the learning is sequential and progressive.
(5) Every effort must be made to limit the length of the lesson to an amount of time
appropriate for sound educational design.
(6) When addressing multiple tasks in a lesson, ensure the lesson is designed to
encompass only related tasks.
a. One of the most important steps to designing and developing lessons is developing
and writing learning objectives. Learning objectives serve as the foundation for instructional
design, provide the basics for instructional strategy decisions, establish clear, concise learner
goals, determine content of the instruction, and serve as a basis for learner assessment. Use
task or competency descriptions developed during the analysis phase. Learning objectives
should reflect the task performance and supporting skills/knowledge required in the
operational environment to the highest possible level of fidelity. Note: Do not minimize the
importance of this step or the significance of the difference between tasks and objectives;
learning objectives and tasks are not synonymous terms.
c. Types of learning objectives. The two types of learning objectives are TLOs and
ELOs.
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(1) Create a TLO using the individual critical task/competency identified during
analysis. The TLO is the main objective of a lesson, not a module or course. The TLO
describes exactly what the student is capable of performing (the action/behavior), under the
stated conditions, to the prescribed standard on lesson completion. There is only one TLO
per lesson, regardless of presentation method or media, and it has only one verb. The TLO
may cover one critical task, part of a critical task (i.e., a skill or knowledge), or more than
one critical task. A TLO may be identical to the task/competency it covers. The learning
level of the TLO is always equal to or at a higher level than the ELOs.
(2) ELOs provide the prerequisite skill(s) and/or knowledge required to achieve the
TLO. They are the supporting learning objectives identified in the task/competency analysis.
ELOs describe the component action, skill, or knowledge that the Soldier must learn before
achieving mastery of the TLO. The standard statement of the TLO will provide many of the
action statements for the supporting ELO(s).
(a) ELOs are assigned letters (ELO A, ELO B, etc.) using the CAC-approved
automated development system.
(b) ELOs are not required. However, if they are used, there must be at least two
ELOs in a lesson.
(3) TLOs and ELOs are both composed of three parts: the action statement, the
condition statement, and the standards statement. Refer to TLOs and ELOs simply as
learning objectives.
d. Proponents will develop clear, concise learning objectives to describe the action,
condition, and standards for learner performance. Learning objectives:
(1) Should be taught under the same conditions and standards as in a potential
operational environment (OE). However, the developer and SMEs may determine that due to
safety, environmental concerns, resources, or operational constraints, the operational
conditions and/or standards must be adjusted for the learning environment.
(2) Serve as the contract between the learners, instructor/facilitator, and learning
organization.
(6) Establish learner responsibility and accountability by giving the learner a clear
comprehension of what to expect to learn and what is expected of them at the end of the
session.
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(7) Give the trainer a goal to achieve in presenting the content of a lesson.
(8) Form the basis for evaluating the trainer, the learner, and effectiveness of the
lesson.
(2) With the Army's emphasis on problem solving and critical thinking to develop
adaptive Soldiers and military and civilian leaders (TP 525-8-2), it is important to write
learning objectives at a level suitable for the content. The desired level of learning dictates
the selection of the action verb in the action statement and is reflected in the criteria used to
measure satisfactory performance.
(3) Ensure each learning objective action statement is the same as, or as close as
possible to, that required on the job. State the action statement in terms that everyone
comprehends.
(4) Use an active verb to describe the desired action or behavior. Avoid the use of
ambiguous, un-measurable verbs such as "know" or "understand.” Use verbs that are
observable, measurable, reliable, and verifiable (refer to TP 350-70-1, App E for a list of
approved action verbs). The lesson title and the subject found in the learning objective action
statement will be identical or closely related. Figure 7-4 provides an example of an action
statement derived from a lesson title from an individual task.
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ACTION STATEMENT
INDIVIDUAL TASK TITLE LESSON TITLE
(Same action verb as
(Verb and Subject) (Task-based lesson)
task title)
CONDITION STATEMENT
(1) Review the learning objective condition statement to determine the parameters
for the standard. The standard cannot address anything outside the parameters set by the
condition statement. The condition statement may have to be revised after writing the
standard statement.
(2) Identify all applicable measurable standards. Measuring the performance of the
entire learning objective usually requires more than one criterion.
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(3) Standards are used to teach learners, assess learner performance, provide
feedback, and sustain learner performance.
(4) For purposes of this pamphlet, use the following definitions to describe the
characteristics associated with standards.
(c) Objective. Standards must minimize, to the greatest extent possible, the personal
feelings, bias, or interpretation of an evaluator.
h. Table 7-1 defines the three types of learning objective standards and lists criteria to
include in order to effectively assess learner performance.
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Table 7-1
Types of learning objective standards
Type Definition Recommended criteria
Product Describes the end result of the learning to Accuracy, tolerances,
standard be achieved. Use product standards when completeness, format,
the process it takes to perform the learning clarity, number of errors,
objective is not important as long as the and quantity.
product (end result) is correct.
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(2) Write a present-tense verb phrase to identify what the standard will evaluate
(such as the process the learner performs, the product developed, or both). Then write the
performance criteria that establish how well a learning objective must be performed in the
learning environment.
(5) Write a standard that accurately measures learner achievement of the objective.
k. When writing task-based standards for learning objectives, import the standard from
the task and modify it for the appropriate learning environment. If the individual task or
competency has multiple performance steps but no performance substeps, then design a
single lesson (and lesson plan) with one TLO; the performance steps become the LSAs. If
the individual task has multiple performance steps and multiple substeps, then the lesson has
one TLO, the performance steps become the ELOs, and the performance substeps become
the LSAs. These designs will allow developers to more easily share instructional lessons and
reduce developer workload.
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Table 7-2
Learning objective to lesson plan relationships
Relationship Example
Job performance order Actions having a prescribed order such as assembly and
disassembly of a weapon or loading a tank's main gun.
Chronological order Actions required for planning time relationships of
events, such as identifying chemical agents using the
M258 kit, where samples must be analyzed at specific
times during the process to determine agent type.
Cause and effect order Actions required to achieving a desired effect, such as
properly utilizing demolitions (cratering charge or
abatis) to block a road. This technique can also be used
to demonstrate how improper actions can have a
negative effect, such as how poor driving habits can
lead to accidents.
Critical order Tasks requiring an important action such as "clear
weapon before starting disassembly".
Simple-to-complex order Tasks requiring simple task performance in order to
master complex tasks such as learning to use a compass
and read a map before conducting land navigation.
Complex-to-simple order Tasks requiring comprehending the existence of a
complex structure in order to give meaning to the
mastering of the simpler actions supporting the task.
An example is learning and understanding the overall
military decision making process (MDMP) before
conducting the individual steps of the process.
Known-to-unknown order Military commercial vehicle maintenance precedes
maintenance of lesser known military specific vehicles.
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c. Sequencing for efficiency. Another rationale for sequencing instruction is the most
efficient use of resources, particularly time. Objectives may be instructed concurrently if
doing them sequentially would require additional or extensive facility/training site
preparation. Training and education developers must achieve a balance between the
requirements for effectiveness and avoiding excessive costs.
a. Design the lesson to ensure each LSA and assessment is based on a learning
objective, includes supporting knowledge, and is associated with one or more tasks or ALM-
defined 21st Century Soldier Competencies. Additionally, task-based lesson plans must
identify at least one applicable skill for which an LSA would be written. Table 7-3 provides
LSA examples:
Table 7-3
Learning step activity examples
If the method is - Then the learning step activity would have the learner -
Role play • Act out a specified situation.
Discussion • Analyze a specific subject or situation.
• Discuss a specific subject or situation.
• Describe a specific subject or situation.
• Identify a specific subject or situation.
Demonstration • Participate in the demonstration.
• Observe the demonstration.
b. Develop LSAs for each learning objective and sequence them to maximize learning.
The developer sequences LSAs by assigning numbers (LSA 1, LSA 2, etc.) using the CAC-
approved automated development system. See Appendix F for an example/job aid for
sequencing LSAs. There should be no LSA in a lesson that does not directly support a
learning objective. LSAs also provide a structured means to focus learning on a small part of
what a student needs to learn, and provide the basis for identifying specifications, including
such items as the method of instruction and resources required to present the lesson.
c. LSAs should include any mandatory time requirements (for example, due to task
performance standards).
d. Outlining LSAs to support the learning objectives concludes the lesson design. The
development phase of ADDIE for lessons begins with developing and sequencing the LSAs.
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Table 7-4
Identification of resource requirements for LSAs
Resource Actions
Equipment · List instructional aids needed to accomplish instruction (equipment, weapon
systems, tools, trucks, etc.). Provide specific nomenclature and quantity
requirements. State if there are none.
· Identify equipment-to-instructor and equipment-to-student ratios.
Materials · List required reading for instructors/facilitators. List materials required for
instructors/facilitators that do not fit under the preceding section. These are
materials that instructors/facilitators and learners must have (maps,
compasses, forms, etc.). List civilian reading materials by type, title, author,
page numbers, date of publication, and publisher. Provide an Army source
with complete mailing address, phone number, e-mail and other required
information to obtain any civilian materials listed.
· Identify materials-to-instructor and materials-to-student ratios.
Supplies · Identify any supplies needed to conduct the LSA. Include those needed by
instructors/facilitators and learners (paper towels, rags, pencils, tablets,
calculators, etc.).
· Identify supplies-to-instructor and supplies-to-student ratios.
Student handout · Identify any handouts that need to be printed versus those that can be provided
requirements online.
· Identify length of time to print, number needed per course, and cost of printing.
Operational · Identify the operating miles/hours for systems to teach this LSA. State in terms
tempo of the miles/hours for the major system in a unit; however, all equipment
(OPTEMPO) generating significant operating and support cost has an established
requirements OPTEMPO. Therefore, you need to identify the requirements for each
applicable system.
Ammunition · Identify the ammunition requirements to teach this LSA. State if there are none.
Learning · Identify all the requirements for the location where the instruction will take
environment/ place. Include size requirements as well as universal stock numbers, as
classroom appropriate.
requirements
TADSS · Identify the identification number of each TADSS used to teach the LSA, if
applicable.
· Identify the title of the TADSS.
· Identify the TADSS-to-student ratio and include the instructor/facilitator
requirements.
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a. Once the lesson design is approved, develop the lesson to include all the details
required for the presentation. Lesson design and lesson development functions can
sometimes be conducted simultaneously. Take great care when using this approach to ensure
the lesson is built on and reinforces previous learning as appropriate. The design and
development must provide for vertically aligned learning, that is learning builds to higher
skill/competency levels and reinforces previous learning as necessary.
b. The lesson plan contains the detailed information and activities used by
instructors/facilitators to execute the training and education within prescribed time limits. A
lesson plan supports one lesson so that lessons can easily be shared across the Army to
support additional modules, phases, and courses.
c. Lesson plans are critical components of the course development process. A basic
lesson plan supports the lesson content and ensures the overall efficiency and effectiveness of
the lesson. The lesson plan organizes the administrative data and resources for what, when,
and how to present the material. The lesson plan communicates the intent and how to
implement the instruction to the instructor/facilitator. Write lesson plans from the
instructor’s/facilitator’s viewpoint.
d. The lesson plan also identifies other requirements for a lesson including the
introduction, content, summary, and appendices. The lesson plan includes all administrative
and resource data identified in the design and development of the LSAs. Lesson plan
development requires, at a minimum, entering the following information for the LSAs in the
CAC-approved automated development system lesson plan format:
(5) Media.
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a. When developing the lesson plans, remember that the course design may have
created modules and/or phases to allow the instruction to be provided via different delivery
options. The three primary modes of lesson delivery are face to face, online, and blended.
b. The primary considerations for delivery during lesson plan development include:
(1) Requirement for interaction (physical, verbal, visual) between the student and
instructor.
(2) Approved lesson plan(s) for instructor/course manager use (if available).
(3) Approved self-paced lesson and supporting media/materials for student use, e.g.,
correspondence course, IMI.
(4) Home study and other student assignments ready for issue to the students in
support of instructor-led instruction including practical assignment sheets, student handouts,
and home study assignments.
(5) Media products ready for use (e.g., digital slides, digital video).
(1) Any new or substitute instructor to use this lesson plan with no degradation of
training and with minimum preparation time.
(2) Any student to meet the learning objective standard for a self-paced lesson (e.g.,
lesson for correspondence course, programmed text, or IMI) without the assistance of an on-
site instructor.
a. An instructional strategy helps organize and specify the learning activities, MOIs,
and how to deliver the content. The strategy should include pre-instructional activities,
presentation of information, practice and feedback, assessments, and follow-through
activities. Instructional strategies emphasize concepts, theories, relationships, ideas, and
generalizations and are designed to achieve an overall goal of imparting knowledge using
particular methods of instruction. The method of instruction is a type of activity used to
facilitate the accomplishment of a learning objective(s).
b. The ALM calls for outcome-oriented instructional strategies that foster thinking and
initiative, provide operationally relevant context, and best fit the learning audience and range
of desired outcomes. There are five primary instructional strategies that support the ALM by
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inculcating 21st Century Soldier Competencies. Select the instructional strategies that align
with available instructor/facilitator resources, target audience analysis, command guidance
(e.g. use of ALM) and learner throughput requirements. Selection of an instructional strategy
will impact the developer’s MOI, media selection, and potentially the time of instruction.
Instructional strategies include:
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c. The MOI is a component of the instructional strategy. The MOI is a type of activity
used to facilitate the accomplishment of a learning objective(s), is minimally associated with
each lesson and is commonly associated with each LSA. Appendix F provides an example of
cross-walking multiple MOIs and LSAs in support of a learning objective. Selection of the
MOI requires consideration of the learner, the content, the goals, the learning environment,
the instructor/facilitator, and the available resources. Specific MOIs require varying degrees
of learner participation. While particular methods are often associated with certain strategies,
some methods may be found within a variety of strategies. The primary uses and suggested
methods of instruction used with each instructional strategy appear in table 7-51. Appendix
G further discusses and defines the MOIs noted in table 7-5.
Table 7-5.
Instructional strategy uses with suggested MOIs
Instructional Strategy Uses & Suggested Methods of Instruction
Direct instruction Uses: This strategy is most effective at teaching
knowledge acquisition involving facts, rules, and action
sequences.
1
Saskatoon Public Schools (2004-2009), Instructional Strategies Online, Retrieved with
permission from http://olc.spsd.sk.ca/de/pd/instr/experi.html
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Table 7-5.
Instructional strategy uses with suggested MOIs, continued
Instructional Strategy Uses & Suggested Methods of Instruction
Collaborative/interactive Uses: Students learn from peers and
instruction instructor/facilitators to develop social skills and
abilities, to organize their thoughts, and to develop
rational arguments. Allows for a range of groupings and
collaborative/interactive methods.
Collaborative/Interactive instruction requires the
refinement of observation, listening, interpersonal, and
intervention skills and abilities by both
instructor/facilitator and learners.
a. Determine the instructor-to-student ratio (ISR) based on the MOIs and delivery
techniques. For problem-based, learner-focused courses, as described by the ALM, ratios of
1:8 or 1:16 will be most common. Table 7-6 contains factors to consider when establishing
ISRs.
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Table 7-6
Instructor-to-student ratio factors
Factor Examples
Restrictions imposed Interior of a tank.
by equipment Noise of a generator.
Safety factors Teaching self-contained underwater breathing apparatus
(SCUBA) divers in a dive tank may require one
instructor/facilitator per two learners (1:2).
Teaching a Soldier to throw a live grenade requires one
instructor/facilitator per learner (1:1).
Regulatory ratios The ALM, TR 350-10, and TP 350-70-9 provide guidance on
instructor-to-student ratios for courses and instructional designs.
TP 350-70-9 also covers how to determine the most restrictive
ISR for RC schools.
Facility limitations Capacity. A classroom may be limited to 20 seats (1:20) or
justification is required for additional instructors/facilitators for
PEs.
Utilities. A classroom may have electrical and/or network wiring
limitations, etc. that limit use of the classroom to designated
numbers of learners for certain types of instruction. For example,
a classroom with 20 network jacks can only support 20 devices for
simulation or gaming instruction (1:20).
Equipment ratios Equipment-specific ratios must be approved by a TRADOC
review of manpower (TP 350-70-9).
Instructor limitations Instructor span of control is based on instructor ability to
adequately manage the class size and/or provide ample feedback
to the students in attendance.
Note: The instructor-to-student ratio is published in the POI and lesson plan, and validated
by Training Operations Management Activity.
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7-15. Media
(1) Instructional effectiveness. The first media selection criterion must be its
effectiveness in delivering required instruction to established performance standards. There
may not be one best medium, but all media must pass through this effectiveness gateway to
qualify for further consideration. If the course contains key technical information, processes,
and procedures pertaining to the learner's functional area or develops a perishable skill,
consider a medium that will be easily accessible from the field throughout the learner's
career.
(2) Practicality. The intended media should be readily available, cost effective, time
efficient, and understood by the instructor/facilitator.
c. Table 7-7 provides general descriptions and other information regarding media. The
media descriptions also incorporate various MOIs and instructional uses. It is acceptable to
use media not listed in the table.
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Table 7-7
Media descriptions and instructional uses
Media Descriptions and Uses
Video Description: Video uses moving images as a means to deliver the instruction.
The video is introduced verbally or with text. Learners are informed as to what
they are to learn from the video. Video has the advantage of presenting
abstract ideas in a realistic context, which helps learners grasp the abstract
ideas more easily and to retain the material longer.
Uses: Use video to demonstrate processes, procedures, and behaviors that can
be difficult to describe. Use it to provide real world context, present
information in a rich format, offer a sensory-rich experience, and appeal to
visual learners.
Printed material Description: Printed documents can be distributed to learners. These can
include, but are not limited to, documentation, forms, manuals, learner guides,
job aids, and graphic training aids.
Uses: Guidelines for using graphics include using contrast to support visual
cues, reinforcing key concepts, displaying essential elements to maintain
learner focus, and keeping graphics in close proximity to related content.
Programmed Description: Programmed interactions include animations; interactive
Interactions tutorials; tools such as drawings and displaying concepts and student’s aids;
drag and drop media; calculators; scenarios; games and simulations; and self
checks and assessments.
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b. Developing media. The lesson outline includes the types of media that require
development. However, it is common to adjust the media requirements during development.
Ensure that any changes to media requirements are developed within available resources. If
new media need to be developed, the following steps should be considered:
(1) Assemble a team for media development that has the required skills and
capabilities. Ensure resources are planned, programmed, and budgeted for successful media
development. This may require contractor support. Refer to IMI requirements for media
development. See TP 350-70-12 for more information.
(2) Ensure team members have a shared comprehension of how to use media to
contribute to overall learning.
(3) Provide media development guidelines and standards to the development team.
Ensure all team members have a copy of any templates, style guides, and file-naming
conventions that will be used for development.
(4) The abundance of multimedia available through the Internet increases the risk
that team members may use copyrighted material during development. Review copyright
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restrictions, procedures for obtaining copyright clearance, and sources of media that are not
copyright restricted, such as .mil sites, with the team. Additional information on copyrighted
materials appears in Chapter 2.
c. Specific steps for developing various media are often dependent on the tools used
for development as well as the development team's capabilities. Rather than provide specific
steps, table 7-8 provides considerations and some basic steps for developing various forms of
media. This list of media is not exhaustive.
Table 7-8
Guidelines for developing new media
Media Considerations Basic steps
Text · Use consistent terms and language that · Draft/write
students comprehend. material.
· Use common, easily readable fonts such · Edit material.
as Arial or Verdana and ensure the font size is · Publish material.
easily readable.
· Use larger font sizes for titles.
· Use bold text to draw attention to key
terms or sections.
· If the text will be delivered on a
computer, then refer to TRADOC graphical
user interface specifications
(http://www.atsc.army.mil/itsd/imi/GUI.asp).
· Place text that describes a graphic
within the graphic or as close to the graphic as
possible.
· Avoid showing screen text (other than
titles) while a narrator is talking.
Sound · Use consistent terms and language that · Storyboard or
students comprehend. script narration
· Do not use a narrator with an accent that and other sound
is not native to the language being used. requirements,
· Do not use music or other sound effects such as sound
when the narrator is talking. effects or music.
· Avoid having text on the screen (other · Edit scripts.
than titles) while the narrator is talking. · Record sound.
· Avoid reading screen text. · Edit sound.
· Use the lowest sampling rate that · Publish sound.
produces the desired quality in order to keep
file sizes small.
· Use standard audio formats.
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Table 7-8
Guidelines for developing new media, cont.
Media Considerations Basic steps
Images · If an image will be used in a printed · Storyboard or
media, then use a high resolution to improve describe the
print quality. image.
· If the image will be used in electronic · Develop and edit
media, then use the lowest resolution that the image.
provides the required image quality. · Publish the image.
· Integrate titles and descriptive text with
the image.
· Use standard image formats.
· Use standard colors and ensure there is
sufficient contrast between background colors
and the image.
· Ensure the image directs the students’
attention to the key aspects.
· Avoid using images that do not directly
contribute to learning; for example,
background images.
Video · Use video to describe motion, show · Storyboard or
relationships, or increase immersion. script video.
· Keep video segments short. · Edit storyboards
· Carefully review storyboards and scripts and scripts.
before recording. · Plan video
· Record scenes multiple times to ensure recording.
you have footage for editing. · Develop required
· Use the lowest sampling rate and sound for the
resolution that produces the required quality if video.
the video will be used online. · Shoot and edit
video.
· Publish video.
Animation · Use animation to describe motion, show · Storyboard or
relationships, or increase immersion. script animation.
· Give students control of the animation; · Edit storyboards
for example, start, stop, and replay. and scripts.
· Use cues, such as arrows, to focus · Develop and edit
attention on the salient part of the animation. animation.
· Publish animations in standard formats. · Publish animation.
· If encoding animation as video, use the
lowest sampling rate and resolution that
produces the required quality if the video will
be used online.
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a. The administrative data section in the automated system includes required lesson
identification information as well as an understandable title with only one objective. Other
required information in this section includes identifying the modules, phases and/or courses
that link to the lesson plan, tasks taught or supported, reinforced tasks, required knowledge,
and skills taught. Other mandatory entries include the clearance access, FD statement, and
current references. The instructor/facilitator requirements not only list the number of
instructors/facilitators, assistant instructors, and demonstrators, but also the specific MOS,
skills, certifications, and other qualifications required of instructors/facilitators to teach the
respective lesson. The introduction includes identifying an appropriate method of
instruction.
b. Required references. List all the references (to the paragraph level where practical)
used to develop the learning product. List the civilian sources by the type of source (book
title, magazine, etc.), title of article (if appropriate), author, page numbers, and date of
publication. Provide a source for any military references including reference number, title,
and date. Follow all copyright guidance as described in paragraph 2-6.
c. Other required information includes any additional support requirements and the
name, grade, position, and approval date of the approving authority for the lesson.
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f. For a sample lesson plan, refer to the example listed under the “Products” tab on
TED-T.
a. For a quality lesson/lesson plan, development must be consistent with the design and
analysis data, and the technical accuracy of content must be verified. The instruction must be
feasible, cost-effective, sequential, and progressive; the learning sequence must be effective;
and deficiencies must be identified and corrected. Table B-3 contains a checklist for
evaluating a lesson plan.
b. Each training proponent will establish quality control review points in production
processes. The goal of quality control is to eliminate defects as early as possible in the
process to minimize rework. Management will establish performance standards
(efficiency/effectiveness) which will be used to determine defects at quality control review
points. Administer quality control procedures as part of the normal work process.
Periodically conduct a review of quality control procedures to ensure defect control processes
are appropriate. Use quality control data to determine process changes, staff training
requirements and administrative procedure improvements as necessary.
Chapter 8
Assessment
b. Formal and informal assessments, including checks on learning, provide the means
for identifying performance deficiencies and efficiencies of the learner.
(1) The formal assessment typically employs a test, quiz, written document, or other
means of evaluation selected by the instructor. A numerical score or grade is assigned based
on student performance.
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(2) Examples of informal assessment could include but are not limited to periodic
instructor feedback, after-action reviews (AARs), peer feedback,
(3) Formal and informal assessments may include forms of measurement such as
observation, inventories, checklists, rating scales, rubrics, performance and portfolio
assessments, participation, peer evaluation, and self evaluation. Conduct assessments
through the systematic collection, analysis, and application of feedback concerning the
relevance and effectiveness of learning. Assessment of learners supports the accreditation
process and ensures an institution is conducting training and education adequately and to
course standards.
a. The primary purpose of assessment is to verify the learner has attained the skills
and/or knowledge specified in the TLO(s). The two methods of assessment most often used
in the U.S. Army are hands-on performance tests and the application of knowledge-based
written tests. Performance assessment includes a performance task, a learner response, and a
predetermined rubric or grading system. A performance assessment tests a learner’s actual
application of knowledge and skills. Both factual and procedural knowledge are important
components of a complete assessment process. The TLO determines the preferred method of
assessment. Table 8-1 gives explanations of each method and reasons for their use.
Table 8-1
Test methods
Method Description/Use
Hands-on Requires learners to prove competency by using actual equipment,
performance tests materials, simulators/simulations, or training aids to perform the required
learning objective.
Hands-on job performance tests have intrinsic validity because of their high
fidelity to job knowledge and skill. Hands-on test content is preferred for
initial entry personnel on many tasks, but less appropriate for personnel
with more experience.
Knowledge-based Used to assess the learner's ability to apply and synthesize facts, principles,
written tests and procedures required to perform the TLO.
Uses essay, short answer, and multiple-choice performance-based
questions. Used to assess mastery by assessing the comprehension and
application of new knowledge and skills at higher cognitive levels.
The TLO determines if a knowledge-based written test is the most
beneficial assessment tool.
Verifying a learner’s prerequisite knowledge is often accomplished by
written tests.
Create all knowledge-based written tests to be a valid measure (predictor)
of understanding task performance.
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(2) Use assessments, at a minimum, to verify learning of each TLO. When assessing
TLOs simultaneously with other TLOs, design the assessment to ensure it determines student
mastery of each TLO.
(4) Normally each TLO is assessed for mastery once as a pre-assessment and once
within the course. However, multiple successful repetitions of the required action during that
one assessment session constitute mastery of the task. If you defined an accurate mastery
standard, the student met that standard, and the course is sequential and progressive, then the
learning has previously occurred. Then, allow the use of the previously learned knowledge
or skills in later portions of the course. However, you may decide to conduct another
assessment of the same objectives, if you wish to reinforce the previously taught TLO(s) and
verify learning of the previously taught TLO.
(5) End-of-phase assessments are recommended for courses with significant time
gaps between the end of one phase and start of another.
(6) Validate the assessments of TLOs for effectiveness. The effectiveness of the
lessons and objectives are evaluated using criticality standards. The criticality standard
specifies the percentage of students who must pass each objective the first time upon
completion of the lesson for that objective. If students do not meet this standard, the learning
product and components will not be validated and will require revision. Refer to TP 350-70-
10 for information on validation processes and conducting individual, group, and operational
trials for validating lessons/objectives.
(a) Write a full description of the assessment, details on how the student will perform
the assessment, special requirements, and grading criteria.
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Table 8-2
Assessment production guidelines
1. Steps Action
2. Review the terminal and enabling Determine whether performance or performance-based
learning objectives (TLOs and items can/will be used to test each TLO/ELO selected for
ELOs). testing.
3. Decide what test items are required Determine if application, analysis, or problem-solving test
for the assessment. items are required. Skills/performances will be tested at
the application level or above.
4. Determine the quantity, type, and Consider hands-on performance, knowledge-based written,
weight of CRT/test items that will or a combination of the two.
be used for each TLO/ELO
assessment.
5. For performance assessments, · Type of measurement to be used (product, process, or
include: combination).
· Resources required (time, manpower, costs of
alternatives, equipment, facilities, and environment).
· Constraints (resources, safety, and environmental) and
their impact.
· Possible alternative performance conditions and
which ones will be tested.
· Number of successful repetitions of performance
required to achieve a “GO” (if necessary).
· Level of fidelity possible considering the above.
· For Performance-based tests, include the number of
items needed to adequately assess each TLO/ELO
selected.
· Ensure assessment items follow validation
requirements in TP 350-70-5.
6. Document and establish the required · When the test/test item mirrors the task/TLO, and
level of test control. must always be performed in exactly the same way,
then the test item requires no security measures.
· If the test/test item has only a few possible variations,
then the test/test item requires that all possible
variations be protected.
· If the test/test item has many possible variations, then
the test/test item requires security measures that
prevent individual students from knowing which
variation of the test/test item they will receive.
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Table 8-2
Assessment production guidelines, cont.
7. Steps Action
8. Write CRT items that: · Match the action, conditions, and standards of the
TLO and ELO taught.
· Ensure the student can accomplish the learning
objectives under the stated conditions to the
established standard.
· Discriminate between performers and non-performers.
· Measure actual on-the-job performance to the
maximum extent possible; such as, maximize fidelity
to actual performance.
· Are highly interactive (for computer-based test items).
· Collectively assess each and every TLO.
Check each test item to ensure: · Content validity.
· Accuracy, (such as, keyed [correct] alternative is
doctrinally/technically correct and other
alternatives/possible responses on a performance-
based test are clearly incorrect).
· Adherence to good item writing procedures.
· Fairness (does not contain bias or confusion related to
race, gender, or cultural differences).
Establish weighting factors where In many courses, individual assessments/tests are not
appropriate. weighted equally. Weight is based on importance of the
task/learning.
Write a separate assessment lesson Write/update the ISAP.
plan or include the assessment as a
learning step activity in a lesson
plan.
Compile the assessment/test For performance or performance-based test construct an
administration guide. instructor/facilitator guide, check list, or rubric.
Conduct QC. · Administer the assessment (for validation purposes)
using the assessment administration guide (draft).
· Validate the assessment (and the assessment
administration guide) by ensuring it discriminates
between performers and non-performers.
· Revise the assessment tool as needed using the validity
and reliability results.
· Monitor the assessment results to identify problems
that occur over time.
Note: See TED-T for a discussion of rubrics used for learner assessment. See TP 350-70-5 for
additional information on assessment and test construction.
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d. When it is not feasible to test all the learners using actual equipment, a written test
can be substituted.
(1) Use table 8-3 when designing criterion-referenced, written tests. This form helps
ensure that an adequate quantity of test items are developed and administered to determine
the competency of the student to perform the learning objective(s) being tested. For written
tests, develop at least two versions of each test by determining the minimum number of items
needed to adequately test each TLO/ELO and then constructing at least twice that many
items.
Table 8-3
Test plan for a written test
Quantity of
Total
Questions TOTAL
Lesson/ ELO Quantity of
Learning Needed for Quantity of
TLO Number Items For
Step Activity Coverage of Questions
Number (optional) Two
ELO per for Step
Versions
Version
0001 0001 A A-1 2 4
A-2 1 2
A-4 1 2
A-5 3 6
A-7 3 6 20
0001 B B-1 5 10
B-3 3 6 16
0002 0001 A A-2 3 6
A-4 2 4
A-5 2 4
A-6 2 4 18
(2) Passing score. In most military testing situations, the passing score for written
tests should be set as high as can be tolerated by the command, considering resource
constraints. This is because in most military situations, we train only critical tasks.
Moreover, the impact of incorrectly identifying a student as a performer (a “false positive”
error) far outweighs the impact (retraining/retesting and delay of human assets to units) of
incorrectly identifying a student as a non-performer (a “false negative” error). The passing
score for written tests are not usually set at 100 percent due to the possibility of poor test item
construction influencing a student’s response. Do not use written tests as the sole criteria to
determine class standing.
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(3) Are open-ended; in many cases more than one acceptable answer may exist. In
some instances, there will be a one-answer solution, but consider the possibility of varying
approaches to attaining the one-solution or multi-solution type answers.
b. When developing check on learning questions, provide reference(s) for the answer
or response(s). In addition to knowing the answer or response, one needs to know where to
find the answer/response in the required reference.
(1) When developing questions that have a single correct answer, provide
reference(s) for the correct answer.
(2) When developing questions that have multiple solutions, reference(s) for the
various responses should be provided.
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Validate Test
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a. Use the test item and test analysis to provide statistical data to help make viable
decisions concerning student assessment. Tests analysis data should also be used to identify
areas for lesson, course and instructor improvements. There are a variety of established
procedures for analyzing CRTs and test items. The proponent school should identify and
establish the specific procedures to be used. Refer to TED-T for examples.
(1) Terminology. There are a number of terms associated with test item/test analysis.
For the purpose of this pamphlet, use the following definitions.
(a) Validity. Degree to which the test measures what it is intended to measure or the
degree to which the test separates those who can perform from those who cannot perform.
(b) Content-related validity. The extent to which the test measures the objectives
(tells if what is being tested is what was taught).
(c) Predictive validity. Degree to which the test predicts how well students will
actually perform on the job (used to estimate future performance based on test performance).
(d) Reliability. Degree to which the test yields the same results consistently; both
consistency across two administrations to the same students, and consistency across two
forms of the same test.
(e) Usability. Tests that are easy to administer, score, and interpret.
(2) Validity/reliability relationship. A measure that gives inconsistent results (is not
reliable) cannot give valid results. Any time a test item is examined for validity it must also
be examined for reliability.
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a. Personnel responsible for training management must ensure all assessments are
conducted in accordance with the assessment administration guide or ISAP. Managers must
ensure that:
(1) Each course has an ISAP with which instructors/facilitators must comply.
(3) Students perform established learning objectives, tasks or topics, and outcomes to
prescribed standards.
f. Maintain a record of all assessment corrections until the next major course revision
or complete revision and validation of the assessment.
a. Assessment control ensures each student has a fair and equal opportunity for
successfully completing the assessment. Centers and schools may use the procedures
outlined in AR 611-5 for security and control of assessment items as guidelines for
developing their specific procedures consistent with the level of control required. Centers
and schools must:
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Table 8-4
Test control guidelines
If the test/test item: Then the test/test item requires:
Mirrors the task or TLO and must always No security measures for adequate test control.
be performed essentially in the same way
(such as, Engage targets with your
assigned weapon).
Has only a few possible answers. Protect all possible answers from unauthorized
disclosure.
Has multiple problems or scenarios that Implementing control measures that prevent
can be used. individual students from knowing the specific
problem or scenario that each will receive.
Example: Students must find and fix a
troubleshooting problem inserted into an item of
equipment. If the inserted problem is one of a
set of possible problems, the students can receive
a list of those problems, but cannot be told the
problem each must find and fix.
(3) Restrict access to paper-based copies of test/test items, scoring and answer keys,
and test results to those personnel demonstrating a valid need for the information.
(4) Immediately investigate and reduce the impact of test/test item compromises or
suspected compromises.
b. The assessment administration guide and the ISAP contain specific directions for
assessment administration and scoring. Use only proponent-approved assessment materials
to prepare for and administer assessments. Maintain appropriate assessment security and
control when conducting assessments. In addition to instructors/facilitators, support staff
may also administer assessments.
(2) Provide written or verbal guidance to students, to describe what they are to do.
The preferred method is a written document.
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(2) Provide students with the assessment administration guide or explain the process
and procedures to a resident class. The level of detail in the guide or explanation may vary
with the particular student body. For example, Army War College students do not require
the detail that basic combat training Soldiers require.
f. Follow the ISAP as well as applicable local guidance and policy for remedial
instruction.
Chapter 9
Job Aids, Graphic Training Aids (GTAs), and Training Circulars (TCs)
a. Determine the part of the job or task to be performed using the job aid. Use a job
aid when:
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(3) Poor performance has extremely negative consequences, such as safety risks or
equipment losses.
(5) A job aid can enable and facilitate learning completion or task performance.
b. Review data impacting job aid design. Review the target audience description,
environment where the job aid will be used, and analysis data containing the content that will
be in the job aid.
c. Determine the purpose for the job aid. Is the job aid informing, procedural, or for
coaching or decision support? Informational job aids provide information for use during
performance, such as an organizational chart or phone roster.
(1) Informational job aids form a ready reference for facts and concepts. They
answer the questions "who," "what," "when," "where,” and “how." Organize them by
reference, function, sequential order, or subject matter structure to emphasize relationships
and connections.
(2) Procedural job aids contain the actions and decisions required to complete the
procedure, such as a list of steps for inspecting a piece of equipment. Worksheets and
flowcharts are other examples. Procedural job aids answer, “How to execute a task,” and
“When to execute a task,” and emphasize actions by using verbs. Procedural job aids present
actions as steps in a sequence. They may also provide feedback by showing action paired
with results (so users can judge their interim as well as final performance).
(3) Job aids can be used for coaching or decision support. Some complex job
problems require unique considerations to make decisions. Job aids support these situations
by providing ways to think about the problem when there is not a specific order or sequence
of steps to solve the problem. For example, a job aid may provide guidelines for preparing
for an operation. These job aids answer “why” and “how should I approach this?” They
make suggestions rather than providing directions, emphasize thoughts, feelings, and
meanings, model organization perspectives on work and life, and articulate quality standards.
(1) Use or revise an existing job aid when possible to reduce costs.
(2) Review existing job aids and materials from other sources (for example, other
services) that may fulfill the job aid requirement.
(3) If another job aid meets the need, then use it.
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e. Determine the job aid format. The following seven formats are very common, but
not all inclusive.
(1) Decision steps. Decision steps are listed as "if-then" statements that direct the
performer to the next action based on the decision. Use this format when the steps must be
followed in order.
(2) Work sheet. The worksheet format shows the steps and requires the performer to
complete parts of the worksheet. Use this format when calculations are required or
information must be documented as part of the performance and the steps are performed in
sequence.
(3) Arrays. The array format allows the user to quickly view large bodies of
information regarding who, what, or where in relation to the performance. An organization
chart and a list of computer codes are examples of arrays. Use this format when the
performance requires referencing data that can be organized for easy access.
(4) Flowchart/algorithms. Flowcharts (also called algorithms) can depict action and
decision steps or a series of decision steps. Use this format to guide the performer through a
complex decision making process that can be depicted with a series of "yes" or "no"
questions.
(5) Checklist. Checklists help performers think about general guidelines and
strategies without having to recall them from memory. Use this format if there are critical
attributes about the performance, if performers are familiar with the content, or if order of
performance is not critical. Checklists are also useful for evaluating performance or products
against criteria.
(6) Decision table. Decision tables allow performers to enter at any point and help
performers consider several associated conditions or variables. Limit the number of choices
or options. Decision tables present "if-then" or "when-then" situations requiring performers
to identify solutions.
Note: The formats described above are not the only formats for job aids. Use any format
that proves effective. Developers may use multiple formats within a job aid.
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(2) What media supports the required performance at the least cost?
(3) What media will be the easiest to maintain over the projected life of the job aid?
(1) Write a simple title that communicates the job aid's purpose.
(2) Provide instructions for when and how to use the job aid.
(3) Minimize text and use language the target audience comprehends.
(5) Use action verbs for steps and "if-then" statements for decisions.
b. Schedule the time, facilities, materials, performers, observers, and other resources
necessary to conduct the validation.
c. Ask performers to use the job aid to complete the work. Then gather feedback from
the performers regarding the job aid. A checklist for gathering job aid feedback can be found
in paragraph C-4 of this pamphlet.
d. Revise the job aid based on feedback from the validation. If major revisions are
necessary, then repeat the validation to assess the revision.
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e. Obtain job aid approval. Complete local staffing procedures to obtain approval of
the job aid.
f. Reproduce and distribute the job aid. Submit for reproduction through local
production channels.
g. Maintain the job aid. Review the job aid periodically with SMEs to determine if
information needs to be updated. If the job aid needs revision, then collect data from SMEs
regarding changes and repeat the applicable areas of the ADDIE process.
Table 9-1
GTA design and development requirements
Actions Requirements
Design the GTA Design the GTA using the guidelines for designing a job aid.
Validate the GTA · Choose a sample group of three to five representative performers
(incumbents or previous incumbents).
· Have the group individually perform the task with draft GTA.
Teach the group how to use the GTA only when performers will
receive formal instruction on how to use it.
· Observe each trial user performing the task. Note whether
furnished GTA was used, how it was used, and if any confusion
was associated with use.
· Administer questionnaire to users.
Prepare and submit · Prepare requirements data sheet.
GTA request to · Submit developmental GTAs and print specifications to
Combined Arms Center-
Commander, CAC-T, ATSC on DA Form 260 (Request for
Training (CAC-T), Publishing).
Army Training Support
Center (ATSC)
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Table 9-1
GTA design and development requirements, cont.
Actions Requirements
Receive CAC-T, ATSC CAC-T, ATSC approves or disapproves developmental GTAs (new
decision and revised). Upon approval, CAC-T, ATSC provides a GTA
number to be placed on final text/artwork in accordance with DA
Pamphlet (DA Pam) 25-40.
Develop GTA · Develop GTA text/artwork.
· Submit GTA text/artwork to Commander, CAC-T, ATSC.
· Receive approval or required revisions of artwork from CAC-T,
ATSC.
· Make corrections as required by CAC-T, ATSC.
· Complete GTA development.
Submit completed GTA · Submit the completed GTA to CAC-T, ATSC for reproduction and
to CAC-T, ATSC distribution with the following:
· CD-ROM with GTA converted to Adobe Acrobat Press Quality
portable document format (PDF) with all fonts embedded.
· Desktop publishing file in the native format. Include graphics and
fonts.
· A printer dummy.
· A completed DA Form 260 (Request for Publishing) to include the
following information:
· Product specifications-paper type, size, how it should be folded,
color.
· Quantity to be printed.
· Point of contact (POC) and phone number and e-mail for
coordination.
Note: See fielding of GTAs for further explanation.
Maintain GTA · Review the GTA with SMEs periodically to determine if it needs
updating or if it is obsolete.
· Collect data from SMEs if the GTA needs revision. Notify
Commander, CAC, ATSC of GTAs requiring revision with
anticipated completion date, and then complete steps 5-8.
· Notify Commander, CAC-T, ATSC of obsolete GTAs.
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Analysis
Design
Yes
No
Reproduce &
distribute as TC
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Chapter 10
Training Support Packages (TSP)
10-1. Introduction
A TSP is a complete, exportable package integrating training and education products and
materials necessary to train/teach one or more lesson plan. A TSP is developed for an entire
course, or for a group of related lesson plans, and can be used at sites other than the
development location. Alternate sites could be an AA school, a training battalion in TASS, a
unit, or via distributed learning. The contents of the TSP will vary depending on the number
of lesson plans included. A TSP consists of a cover sheet, administrative instructions,
supporting products, and complete lesson plans.
a. TSP development starts with the receipt of the TSP design. TSP development
primarily consists of packaging the material to be presented as a complete, comprehensive
training package. Steps in TSP development appear in figure 10-1.
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Step 4. Staff TSP with personnel and activities as appropriate for the type
and content of TSP.
(b) PE sheets with student instructions and PE sheet answer keys (as necessary).
(2) The student guide provides additional information to the student necessary to
achieve the objectives. Student guides include, but are not limited to, the following:
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(g) Student handouts including copies of articles and supplemental reading materials.
c. The TDC system automatically consolidates lesson plan information into four main
supporting material portions when generating a TSP. These include the viewgraph master,
tests and test solutions, practical exercises and solutions, and student handouts. TDC pulls
this information from the linked lesson plan(s). To create a TSP for a complete module, link
all lesson plans for that module to the TSP.
Chapter 11
Managing Training and Education
11-1. Introduction
a. The purpose of this chapter is to present management guidance for the production of
institutional domain training and education products. This chapter supports and amplifies the
regulatory guidance found in TR 350-70.
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c. CAC-T, Training Management Directorate (TMD) executes the role of the CAC
responsible agent for Army training and education. CAC-T, TMD:
(1) Serves as the Army’s collective task, individual task, and educational products
manager.
(2) Develops unit training management strategy and integrates associated doctrine,
tactics, techniques, and procedures into training and education products.
(3) Coordinates with institutions and proponents to develop policy and guidance.
(a) Members of the review boards nominate task issues for consideration prior to
each review board.
(b) TMD coordinates with review board members to clarify submissions or to reach
early resolution on issues.
(d) Review boards address training and education products that must be used, as
approved by the responsible proponent.
(f) TRADOC Pamphlet 350-70-1 contains more information about review boards.
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b. A proponent can only revise or develop institutional products for which they are the
designated functional proponent. If another proponent requests a change be made to an
institutional product, the responsible proponent may elect to make the change or may accept
the efforts of the requesting proponent to make the change. Responsible proponents are
encouraged to use the efforts of other proponents to achieve consensual improvement of their
institutional products. A lesson plan developed or revised by another proponent must be
provided to the responsible proponent, given a responsible proponent ID number, and
approved by the responsible proponent before being incorporated into another proponent's
courses.
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Table 11-1
Product format overview
Product Format Product Numbering Rules
Course See TOMA Course numbers are related to DoD Officer and
Memorandum dtd Enlisted occupational codes found in DA Pam
15 Mar 2013 611-21.
Phase 1, 2, 3, 4 Single digit number.
CAD None Falls under course number.
POI None Falls under course number.
Lesson Plan PPPP-NNNNNNNN Proponent code and up to eight alpha-numeric
characters.
TLO None Falls under lesson plan number. Only one TLO
per task-based lesson plan.
ELO A, B, C, D Single letter.
Individual PPPP-xxx-NNNN Include proponent code, task type, unique number
Task assigned by proponent. Alpha-numeric.
Product Product Title Examples Product Title Rules
Course See TOMA Memorandum dtd Identifies the target audience (often
15 Mar 2013 ends with the word “course”). Cannot
exceed 45 characters.
Phase None Each phase has a CAD and a POI, but
CAD None they do not have titles.
POI None
Lesson Plan Thinking processes Main subject or topic only.
TLO Apply thinking processes to Action verb, subject, and a clarifier if
resolve a problem needed. (Lesson plan title and TLO
subject will often match).
ELO State the general principles and Is a subset of the TLO. Includes action
models of problem solving verb, subject, and a clarifier if needed.
Individual Engage targets with an M-16 Includes action verb, subject, and a
Task series rifle clarifier if needed.
b. Proponents are responsible for entering or uploading design data, such as CAD and
POI in the CAC-approved automated system(s). The proponent systems administrator
controls access to the information in the database(s) and provides the appropriate read and
write permissions to proponent users.
c. For those documents not in the CAC-approved automated development system, such
as the ISAP, the local training and education development authority must have an SOP for
audit trail and distribution purposes.
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a. Training proponents will route new institutional products to TMD during the staffing
process prior to final approval by the proponent approval authority.
Table 11-2
Learning product distribution options
Option Considerations
CAC-approved automated Distributing data electronically is the most efficient way to share
development system proponent-approved data with the organization and unapproved data
internal to the organization. Proponents control access rights.
Central Army Registry (CAR) Proponents link or load all approved and validated products to CAR.
Proponents grant access to their material.
DAVIS/DITIS Proponents link or load all approved and validated products to
DAVIS/DITIS.
Manual distribution Manual distribution is the most labor-intensive. Use only when
necessary.
Other Options ALMS, E-LLC,
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(1) Review courses to ensure currency. A course is considered obsolete and in need
of major revisions due to task performance changes that threaten survivability or mission
accomplishment, that result in a major environmental or safety impact, or that can be more
effectively or efficiently accomplished by changes in instructional systems or strategies.
(e) Return on investment, including but not limited to: training load, density of
proponent MOS within a TASS region, adaptability of ARNG/USAR time constraints, TD
resources, improvement in instructional systems or strategies.
(3) Coordinate with the RC community. This is critical to ensure successful course
production. Proponent schools must coordinate through their Deputy Assistant Commandant
(ARNG or USAR) or TFIO for:
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(a) SME assistance with job revisions, task analyses, course design and development,
and courseware validation.
(b) Concurrence with each proposed course structure (map), supporting narrative,
and POI.
(5) Coordinate threat manager assistance to review training products, and validate for
accuracy of threat content.
a. Implementation is the fourth phase of the ADDIE process, and consists of the
conduct and delivery of instruction. It applies to the three domains of Army learning:
operational, institutional, and self-development.
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c. Core requirements for centers, schools, and other entities implementing training
and/or education are:
(2) Comply with safety and environmental protection rules, regulations, laws, and
course requirements.
(4) Obtain required reference materials and ensure instruction includes current and
unpublished, approved doctrine.
(6) Continuously collect evaluation data per the evaluation plan developed in
previous phases and provide appropriate feedback to the proponent.
d. The exact resource requirements and level of effort needed to prepare the learning
environment for implementation will vary. Instruction may be face-to-face, DL, instructor-
led, self-paced, or any combination of these. Figure 11-2 depicts general implementation
preparation and planning activities.
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Table 11-3
Implementation personnel requirements
Personnel requirements Instructor/facilitator actions and considerations
Support personnel may include: · Identify personnel requirements listed or implied in
· Assistant instructors/facilitators the course materials, learning products, and
· Guest instructors/facilitators documents.
· Facilities managers · Confirm that individuals have been assigned and
· Technology or technical support scheduled to participate in accordance with
specialists requirements in the course materials and learning
· Administrative support staff products.
· Range and safety officers · Verify that all assigned support personnel have met
· Transportation providers any training, qualification, and certification
requirements listed in the course materials and
learning products.
· Contact each individual to ensure roles and
responsibilities are clear in terms of course
implementation requirements.
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f. The Army Learning Content Management Capability has identified three approved
delivery platforms. Consult managers and local directives for specific guidance on the use of
an approved learning management system (LMS). Consult with the TCM-TADLP for any
required DL LMS requirements. An LMS provides a central location for:
a. Instructors/facilitators:
(1) Operate equipment, job aids, training aids, instructional media and equipment,
and automated training support systems. To insure technical competency/preparedness:
(a) Review all course materials and learning products (for example, lesson plans,
student handouts, and references).
(c) Rehearse and practice teaching with the various media selected for each learning
step activity.
(d) Practice using any operational equipment, test equipment, and tools.
(e) Practice inserting any problems or faults required by learning step activities to
verify possible solution sets.
(f) When used, ensure OPFOR tasks and role player requirements are rehearsed to
ensure OE conditions promote the accomplishment of each learning step and activity. The
threat manager can assist in these preparations.
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(4) Deliver the instruction to develop agile, adaptive, thinking Soldiers and DA
Civilians who can perform and solve problems in various and constantly changing
contemporary OEs.
(1) Reproduce and prepare handouts, job aids, training aids, and printed exercises.
(2) Reproduce the ISAP for distribution to students, or post the ISAP in the
classroom.
(3) Reproduce or make available all supporting media products for distribution to
students. Package and label media products as applicable.
(5) Inventory requirement classroom supplies such as paper, pencils, flip charts, or
markers.
Table 11-4
Course preparation and coordination checklist
Check Actions and considerations
Regulatory guidance, policy, · Review applicable HQDA and HQ TRADOC regulations and local SOP
directives, and local SOPs regarding:
Training implementation.
Facilities, site scheduling, and use.
Automated training support systems.
Environmental requirements and procedures.
Safety issues and requirements.
Security issues for the instruction.
· Review copyright restrictions.
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Table 11-4
Course preparation and coordination checklist, cont.
Check Actions and considerations
Class roster and scheduling · Confirm date and number of students on class roster against minimum
and maximum class size.
· Confirm that class schedule is completed.
· Confirm scheduling of external speakers.
Facilities · Confirm facilities with required learning products cited in course
materials are scheduled. These facilities include but are not limited to:
Classrooms.
Hangars.
Ranges.
Digital training facilities.
· Identify personnel responsible for maintaining facilities and sites.
Materiel, tools, and · Ensure that all materiel requirements cited in the course materials and
equipment learning products are present and operable at the instruction site. These
requirements include but are not limited to:
Tactical equipment.
Test equipment.
Tools.
Spare components and parts as required.
Safety and environmental protection equipment.
· Identify personnel responsible for maintaining and servicing
equipment.
· Request assistance in operating equipment if required.
· Ensure applicable technical manuals are available.
· Complete property book entries in accordance with regulatory
guidance.
Training aids · Ensure all specified training and education aids are present and
operable at required sites. Aids may include but are not limited to:
Mock-ups.
TADSS.
GTAs and courseware.
· Identify personnel responsible for maintaining training aids.
· Ensure job aids or operating manuals are available.
· Request assistance in preparing and/or operating training aids, if
required.
Instructional media, supplies, · Ensure all instructional media, supplies, and materials stated and
and materials implied in the course materials and learning products are present and
operable at the instruction site. Media include:
Computers.
Projection equipment.
Screens.
Video recorders.
Easels, butcher paper, and markers.
Televisions and DVD-ROMs.
Any media used for DL purposes and/or newly developed media.
· Place all equipment where all students can see and hear it.
Support personnel · OPFOR and/or role players.
· Assistant instructors.
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time students appear confused or make frequent errors during performance. Table 11-5
provides an AAR format, elements, and actions.
Table 11-5
After-action review format
Element Action
Introduction and rules · Introduce the purpose of the AAR.
· Outline the procedures for the conduct of the AAR.
· Ensure participants comprehend the discussion is
nonjudgmental.
Review of training · Clearly identify the task or topic that is being reviewed.
objective or · State the elements of the objective or goal.
educational goal
Review of what was · Ensure all participants know exactly what the standard is,
supposed to happen so success can be accurately measured.
· Ask students how they were expected to get to the
objective.
· Focus students on the question: "What was supposed to
happen?"
· Restate learning steps, if appropriate.
· Refer to any evaluation checklists that were used.
Summary of what · Solicit comments from students.
actually happened · Focus students on the question: "What actually
happened?"
· Capture strengths and weakness of the learning activity.
· Ask participants to summarize points.
· Reinforce what went well and fill in any gaps.
· If used, solicit comments from OPFOR and role players
as to their mission, observations on what they felt the
student(s) did well, and what to improve on.
Discussion of why the · Facilitate feedback from all participants.
actual outcome · Solicit suggestions on how to improve performance.
happened and how to · Guide discussion to keep it constructive and impersonal.
improve it
Summary · Summarize.
· Make positive closing comments.
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(1) Individual feedback from course participants is a valuable tool for identifying
strengths and weaknesses in programs and courses. Most organizations have a standardized
document for collecting this information from students. Local policy and procedures must
specify the data collection instruments.
(b) Analyzing student surveys and critiques. This method is primarily an information
collection tool.
(c) Observing student performance and behaviors. This normally occurs as students
perform "hands-on" performance assessments.
(c) Outlining what changes are being made or planned for implementation.
(d) Indicating what changes can and cannot be made and why.
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(2) All student record entries completed and data entered into the approved LMS in
accordance with guidance. Maintain student records in accordance with Army and
TRADOC policy. TR 350-18 provides regulatory guidance on maintaining student academic
records. These records include evaluations, counseling records, and assessment scores
(document scores only, do not file copies of the assessment or exam answer sheets in student
records).
(a) Facilities returned to their original state and released to the local organization.
(b) Equipment, training aids, and instructional equipment returned in safe and
serviceable condition.
(c) Ensure performance of any required preventive maintenance checks and services
on equipment or facilities as appropriate.
(e) Maintain copies of any hand receipts for equipment, training aids, and other items
as appropriate.
(4) All course materials and learning products filed as required by the local
organization.
(5) All personnel management activities completed and support personnel released to
their parent organization or duty station.
(a) Course completion documents, including any required by the local organization.
(e) Awards, certificates of appreciation, and similar documents for cadre, support
personnel, and other organizations that support delivery of instruction.
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(3) Conduct lessons learned sessions with staff, faculty, and supporting staff.
(6) Review the POI, including the CAD and ITP as necessary, and identify any
deficiencies.
(9) Write any required implementation reports to include but not be limited to:
successful risk assessment and mitigation techniques, techniques to improve student
performance, financial data, student performance data, and instructor/facilitator performance
data.
11-13. Accreditation
a. Accreditation is the formal authority to conduct (or continue to conduct) training and
education. Formal accreditation certifies that an institution's administration, operations, and
logistical support are adequate to support training to course standards. It certifies that all
training and education follows approved academic processes and methods.
b. Army training and education accreditation is the Army accreditation program that
learners in Army schools are being trained and educated on the right tasks to the appropriate
standards, from qualified/certified instructors/facilitators and mentors, with all the necessary
equipment, supplies, support personnel and facilities, and in an atmosphere conducive to
learning.
c. TRADOC is the Army’s executive agent for accrediting Army training and
education institutions and programs. The TRADOC QAO manages, directs, and schedules
the accreditation of Army training and education institutions to ensure programs are current
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and relevant, adequately supported, prepares Soldiers and leaders for the future, and
conforms to Army and TRADOC regulations and senior leader guidance. For details on the
Army's Quality Assurance Program accreditation functions as well as other accrediting
bodies, see AR 350-1 and the TRADOC QAO website for policy and implementing
guidance.
d. Army educational institutions that offer degree programs to their students are
consistent with the recommendations of the U.S. Department of Education and accredited by
regional accrediting bodies. TP 350-70-7 provides more information on the accreditation
process.
Appendix A
References
Section I
Required publications
Official Department of the Army (DA) publications and forms to include Army regulations
(ARs), ADPs, field manuals (FMs), and STPs are available on the Army publications
website; TRADOC administrative publications to include TRADOC Regulations (TRs) and
TRADOC Pamphlets (TPs) are available on the TRADOC publications website.
AR 25-1
Army Knowledge Management and Information Technology
AR 25-2
Information Assurance
AR 25-30
The Army Publishing Program
AR 25-55
The Department of the Army Freedom of Information Act Program
AR 27-60
Intellectual Property
AR 200-1
Environmental Protection and Enhancement
AR 350-1
Army Training and Leader Development
AR 350-38
Training Device Policies and Management
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AR 351-9
Inter-Service Training
AR 380-5
Department of the Army Information Security Program
AR 380-10
Foreign Disclosure and Contacts with Foreign Representatives
FM 5-19
Composite Risk Management
STP 21-1-SMCT
Soldier's Manual of Common Tasks, Warrior Skills, Level 1
STP 21-24-SMCT
Soldier's Manual of Common Tasks, Warrior Leader, Skill Levels 2, 3, and 4
TP 350-70-7
Army Educational Processes
TP 350-70-9
Budgeting and Resourcing
TP 525-8-2
The U.S. Army Learning Concept for 2015
TR 10-5-4
United States Army Combined Arms Center
TR 25-30
Preparation, Production, and Processing of Army-wide Doctrinal and Training Literature
(ADTL)
TR 350-10
Institutional Leader Training and Education
TR 350-70
Army Learning Policy and Systems
TR 385-2
U.S. Army Training and Doctrine Command Safety Program
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Section II
Related publications
Official Department of the Army (DA) publications and forms to include Army regulations
(ARs), ADPs, ADRPs, field manuals (FMs), Army techniques publications (ATPs) and STPs
are available on the Army publications website; TRADOC administrative publications to
include TPs are available on the TRADOC publications website.
AR 5-22
The Army Force Modernization Proponent System
AR 611-series
Personnel Selection and Classification
ADRP 7-0
Training Units and Developing Leaders
CJCSI 1800.01D
Officer Professional Military Education Policy (OPMEP)
DA Pam 25-40
Army Publishing: Action Officers Guide
DA Pam 611-21
Military Occupational Classification and Structure
Doran, G.T. (1981). There’s a SMART way to write management’s goals and objectives.
Management Review, Vol 70, Issue 11 (AMA FORUM), pp. 35-36
Gagné, M. R., Briggs, L. J., and Wager, W. W. (1992). Principles of Instructional Design
(4th Ed.). New York: Harcourt Brace Jovanovich College Publishers
Graysin H. Walker Teaching Resource Center (1998-2003). Designing Test Questions. The
University of Tennessee at Chattanooga
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Holden, J and Westfall, P.J.L. (2010). An Instructional Media Selection Guide for Distance
Learning-Implications for Blended Learning(2nd Ed.). Retrieved from www.usdla.org
TP 350-70-1
Training Development in Support of the Operational Domain
TP 350-70-3
Staff and Faculty Development
TP 350-70-4
Systems Approach to Training: Evaluation
TP 350-70-5
Systems Approach to Training: Testing
TP 350-70-10
Systems Approach to Training: Course and Courseware Validation
TP 350-70-12
Distributed Learning – Managing Courseware Production and Implementation
TP 350-70-16
Army Training and Education Proponents
TP 525-3-0
The Army Capstone Concept
TP 525-8-3
The U.S. Army Training Concept (ATC) 2012-2020
Section III
Prescribed Forms
This section contains no entries.
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Section IV
Referenced forms
Official Department of the Army (DA) publications and forms to include DA forms are
available at http://armypubs.army.mil/index.html.
DA Form 260
Request for Publishing
DA Form 1045
Army Ideas for Excellence Program (AIEP) Proposal
DA Form 2028
Recommended Changes to Publications and Blank Forms
DA Form 5165-R
Field Expedient Squad Book
DA Form 7566
Composite Risk Management Worksheet
Appendix B
Product and Supporting Product Checklists
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Table B-1
Job analysis checklist example
Job Analysis Checklist
Verify that each task meets the following requirements:
· Is there a comprehensive list of proponent jobs? Yes
Are all proponent jobs included in the list?
Are all proponent jobs identified by number and title?
Does the proponent maintain a current target audience description of each
job?
· Is a proponent total task inventory maintained for each job?
Is the total task inventory comprehensive?
Does the total task inventory include Active Army, Army Reserve, and
Army National Guard jobs?
· Has a job analysis survey been conducted on each proponent job? Did the
survey:
Measure the approved total task inventory?
Collect data from a valid target audience sampling, as appropriate?
Collect valid data?
· Does each critical task meet the individual task title writing standards?
Does each task title:
o Start with a verb from the approved verb list (see TRADOC
Pamphlet 350-70-1)?
o Include an object?
o Include a qualifier?
Was the task title written in title case?
· Was a valid critical task and site selection board conducted? Specifically:
Were the board members valid subject matter experts (master task
performers from field units)?
Was the entire target audience adequately represented?
Was the board allowed to do its job without undue command influence?
· Did the proponent commander/commandant approve each identified critical
task for a specified job?
· Did the proponent provide update information for the AR 611-(series)?
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Table B-2
Course master checklist example
Evaluator's Name
Title/Phone #:
Course #, Title, and
Version:
TDC Course Master QC Checklist
(Note: Fields marked (*) are required)
Evaluation Steps for
Course Master TDC Examples/Guidance Yes No NA Comments
Step 1 - General
Information
Exact per ATRRS or follows Course
Number Policy (TRADOC Memo
*Course Number:
dated 15 Mar 13, TRADOC Course
Title and Numbers) X
Exact per ATRRS or follows Course
Number Policy (TRADOC Memo
*Course Title:
dated 15 Mar 13, TRADOC Course
Title and Numbers)
When making changes to Version, only
*Version: use numeric values and format as
XX.X
*Security Domain:
*Security
Subdomains:
*Proponent:
Security
Classification:
TATS Course Check Block
Step 2 - Purpose, Scope,
Prerequisites
*Purpose:
*Scope:
*Prerequisites:
Step 3 - Action Officers
*Developer/
Analyst(s)
*Manager
*Confirmer/
Approver
SME
Step 4 - Lessons
Step 5 - Distribution
Restriction
Step 6 - Foreign
Disclosure
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Table B-3
Lesson plan checklist example
LESSON PLAN CHECKLIST YES NO
1. Does the lesson plan currently exist in another course? X
2a. Does the lesson plan number comply with the PPPP-NNNNNNNN
format? Refer to Figure 7-1 of this pamphlet for format content
2b. Does the lesson plan number reflect the designated proponent responsible
for the lesson plan?
2c. Does the version and edition number comply with the whole number +
decimal + whole number format? Refer to Figure 7-2 of this pamphlet for
format content.
3a. Does the title describe the subject or focus of the lesson and does it
provide complete clarity when read?
3b. Does the title consist of a subject only?
3c. If the lesson is task-based, does the lesson plan title match or closely
resemble the subject of the supported task?
3d. Is the title 45 characters or less in length?
4a. Does the learning objective action statement specify the learner leader
competency or performance expected?
4b. Does the learning objective action statement begin with a present tense
action verb that supports the level of complexity the action describes?
4c. Does the learning objective conditions statement describe the conditions
under which the objective is taught?
4d. Does the learning objective standards statement describe the minimum
acceptable end result of the learning to be achieved?
4e. Does the learning objective standards statement include and describe the
critical elements necessary for adequate learning objective performance?
4f. If more than one learning objective, are the learning objectives sequenced
in a logical order to promote learning?
5a. Does each learning step contribute to performance of the supported
learning objective?
5b. Does each learning step begin with a single verb that is appropriate for
achieving the required level of learning?
5c. Does the lesson plan contain steps that involve active learning?
5d. Are the learning steps written in learner-action terms?
5e. Are the learning step activities sequenced to maximize learning?
6a. Was the method of instruction (MOI) established for each learning step
activity?
6b. Was cost effectiveness considered during MOI selection?
6c. Was the selected MOI appropriate for the required learning and does it
support the learning objective?
7a. Was a specific instructional media identified?
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Table B-3
Lesson plan checklist example, cont.
LESSON PLAN CHECKLIST YES NO
7b. Was the media identified by number and name? For example “DVD#
NV-3456 or PowerPoint slides # 3 through 7.”
7c. Was the most efficient and cost effective media selected to present the
learning step activity?
8. Was the instructor-to-student ratio established in accordance with
TRADOC guidance?
9. Was the instructor and student-to-equipment ratio established when
appropriate and was it logical?
10. Is the instructional time (academic time) required to present the required
learning documented in minutes for each learning step activity?
11. Have all resources required to conduct each learning step activity been
identified and documented in the [TDC] database? This includes but is not
limited to: instructors/facilitators, support personnel, classrooms, labs,
training areas, ranges, OPTEMPO, ammunition, equipment, consumables,
etc.
12. Does the lesson plan identify safety factors and hazards when
appropriate?
13. Does the lesson plan identify risk assessment codes when appropriate?
14. Does the lesson plan identify security requirements when appropriate?
15. Does the lesson plan identify environmental considerations when
appropriate?
16. If not tied to a task, does the lesson plan follow an Accountable
Instructional System (AIS) process? (See TP 350-70-7 for more information
on AIS.)
Table B-4
Job aid checklist example
Job Aid Checklist Yes No
Was the job aid technically and doctrinally accurate? If not, specify inaccuracy. X
Was a job aid appropriate for this task? If not, why not?
Did the job aid help transfer skills back to the job?
Was the job aid easy to use? If not, why not?
Was the job aid sufficiently comprehensive? If not, what should be added?
Was the job aid too detailed? If so, how?
Was the language clear? If not, specify where it was unclear.
Were visuals helpful? If not, specify where not.
Was the right type of job aid used? (procedural, informational, coaching)
Did the job aid show all the actions in order?
Could this job aid be improved?
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Table B-5
TSP checklist example
Appendix C
Review Boards
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(1) Review the task data package before the board convenes.
(2) Determine the criticality of each task based on the task selection criteria.
(3) Vote on each task as either critical or non-critical and site determination.
f. ICTL. ICTLs will reflect the tasks selected by a majority vote of board members.
Following coordination and analysis, the recommended ICTL will be submitted to the
C/DOT for approval or disapproval. Provide the approved ICTL to appropriate
organizations. There is a site selection tool available through TED-T for use or adaptation.
(1) Prepare and distribute information and direction to the board members.
(2) Provide selection criteria relative to each mission or task considered for selection.
(3) Ensure audit trail data is available for each mission or task.
(4) Prepare final list of critical missions or tasks, conduct staffing, and submit
coordinated document to the C/DOT for approval or disapproval.
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a. General. The TDC working group meets semi-annually in conjunction with the
C/DOT Conference to review and approve the prioritized list of enhancements developed by
all TDC users. This working group presents recommended priorities, timelines, and funding
requirements to the DA G3 DOT and the DCG, CAC-T for approval.
(2) Non-voting members (functional and technical advisors): working group chair,
working group co-chair, and representatives from any other organization that is a principle
user of TDC. All non-voting members are encouraged to participate in working groups and
submit user enhancements for consideration by the board. Users submitting enhancements
should be prepared to brief recommendations to working groups.
d. Responsibilities.
(2) Director, TMD, CAC. The director, TMD, CAC-T chairs and hosts the working
group; provides the secretary that maintains the charter and attendee distribution lists,
publishes agendas and minutes; and maintains the TDC SharePoint site. The TMD director
serves as the TDC functional proponent responsible for coordinating and prioritizing user
enhancement requirements and policy alignment to improve TDC functionality.
Additionally, the TMD director coordinates TDC user testing and functional acceptance of
TDC upgrades to the technical proponent.
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(3) Commander, ATSC. The commander, ATSC co-chairs and co-hosts the working
group; assists the chair in identifying agenda items and provides technical assistance to
working groups when required. The ATSC commander serves as the TDC technical
proponent responsible for providing software solutions for identified TDC requirements, as
defined by functional proponents and prioritized by the working group; sustaining TDC
hardware and software; providing and sustaining relevant TDC training plans, user manuals,
and TSPs; providing impact/supportability from a hardware and software perspective on user
enhancements; recommending hardware and software upgrades to the working group; and in
close coordination with the functional proponent, developing test plans for new functionality.
(4) Members. Members review agenda items and provide their organization’s
official position at meetings. In the event the member is unable to attend a scheduled
meeting, the member must forward a written position on changes requested (minimum of 10
working days prior) to the secretary.
(5) TDC Users. Users submit enhancements via the TDC SharePoint site and
participate in the TDC working group to help develop a prioritized list of enhancements for
TDC working group review and approval.
e. Administrative information.
(2) Member organizations are responsible for funding their participation and/or
arranging for VTC site.
(3) The TDC Enhancements Working Group Charter is reviewed annually; however,
the chair and co-chair may recommend changes or revisions at any time. Revisions to the
charter will be approved by the DCG, CAC-T and documented by TDC working group
secretary.
Appendix D
Product and Supporting Product Examples
The products in this appendix are examples from TDC of how a proponent center/school
accounted for the information. Different proponents may have different SOPs, solutions,
data, or answers, but will still use the same fields in the TDC products. These are examples
only, not necessarily best practices or comprehensive solutions.
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Table D-1
Individual critical task list example
General Information
Title: 12B10 Critical Task List Status: Approved
Job: 12B Status Date: 03 JUL 2013
Proponent: 052 – Engineer (Individual)
Security Domain: EN
Security Subdomains: COMBAT ENGINEER
Target Audience Description
12b Skill level one Soldiers
Tasks
Task
Task Title Status Proponent
Number
071-025-
Load an M240B Machine Gun Approved 071- Infantry (Individual)
0003
071-COM-
Load an M249 Machine Gun Approved 071- Infantry (Individual)
4027
Assist in the Employment of the Anti-Personnel
052-192- 052 - Engineer
Obstacle Breaching System (APOBS) for Reviewed
1600 (Individual)
Breaching Operations
052-192- Assist in the Recovery of the Anti-Personnel 052 - Engineer
Approved
1601 Obstacle Breaching System (APOBS) (Individual)
052-197- Assist with the Construction of the Bailey 052 - Engineer
Approved
1327 Bridge (Individual)
052-221- 052 - Engineer
Breach a Door with Manual Techniques Approved
1002 (Individual)
052-221- 052 - Engineer
Breach a Wall with Manual Techniques Approved
1004 (Individual)
Status: Approved
General Information
Course Number: 250-ASI2S
Version: 1.0
Title: Battle Staff Noncommissioned Officer Course
Security Domain: USASMA
Security Subdomain BSNCOC
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Security Classification: This course/lesson will present information that has a Security
Classification of: U - Unclassified.
TATS Course: Yes
Scope: Battle Staff uses the small group instruction strategy. Subject areas include Stability
Operations; Command and Control; Sustainment Operations; Brigade Combat Team
Structures; Contemporary Operational Environment (COE); Graphics and Overlays;
Plans, Orders and Attachments; Military Decision Making Process (MDMP); Intelligence
Preparation of the Battlefield (IPB); Military Briefings; Operations Security (OPSEC); and
Urban Operations; and Joint Operations introduction and overview.
Action Officers
Role Name Army Knowledge DSN Phone
Online Email
Developer John Smith john.smith@us.army.mil (808) 555-5555
Manager Bob Jones bob.jones @us.army.mil (808) 555-5555
Approver Jane Doe jane.doe@us.army.mil (808) 555-5555
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(Individual)
Distribution Restriction
Distribution authorized to U.S. Government agencies only
Foreign Disclosure
The materials contained in this training event/course have been reviewed by the
training/educational developers in coordination with the United States Army Sergeants Major
Academy FD authority. Some component(s) of this training event/course is (are) NOT
releasable to students from foreign countries. See each TSP subcomponent/product for
applicable FD restriction statement.
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Appendix E
ICTL to Lesson Crosswalk
Figure E-1 provides a sample format for cross-walking critical tasks to lessons.
Module B
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Appendix F
Learning Step Activity Sequencing
Figure F-1 provides an example of sequencing LSAs to support Learning Objectives.
Figure F-1. Sample sequencing of learning step activities to support learning objectives
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Appendix G
Methods of Instruction
a. MOI selection requires consideration of the learner, the content, the goals, the
learning environment, the instructor/facilitator, and the available resources. Table G-12
identifies commonly used MOIs that support the five instructional strategies from table 7-5.
Although particular methods are often associated with certain strategies, some methods may
be found within a variety of strategies. Several of the MOI descriptions below were retrieved
with permission from http://schools.spsd.sk.ca/curriculum/instructionalstrategies/.
b. The list below represents the preferred MOIs that have been incorporated into the
CAC-approved automated system for training and education development.
Table G-1
Methods of instruction
Method Description Uses
Brainstorming A method of generating ideas to solve a Generates uninterrupted and uninhibited
problem. This can be done by an ideas. Learners develop possible solutions to
individual or by a group. unpredictable situations or problems.
Brainstorming is usually done by the Brainstorming focuses on producing a large
unrestricted sharing of ideas as soon as quantity of ideas, promotes unusual ideas,
they are generated and captured in and combines and improves ideas to form
writing. better more comprehensive solutions.
Case study The instructor/facilitator presents a Illustrates concepts and encourages critical
description of a situation and the thinking skills. Offers a method of learning
learners must solve problems or identify about complex situations through description
actions related to the situation. and analysis. Fosters debate and discussion.
Situations are often an ethical dilemma, Promotes higher order thinking skills. Case
a controversial topic, or a problem to studies may be used as an ice breaker for a
solve. At the end of the case study, the course, as a discussion board prompt, or as a
learners are generally provided with the test or quiz question.
real world solution for comparison.
Compare and Comparing two things is telling how Used to help learners distinguish between
contrast they are alike; whereas, contrasting two types of ideas or to group similar ideas,
things is telling how they are different. engage in critical thinking, and go beyond
It is a process where the act of mere description or summary to generate
classification is practiced. analysis. It can be used to help learners
identify language cues and gain a deeper
comprehension of the items being compared.
It can also be used to facilitate indirect
instruction through concept formation or
concept attainment. It is often presented in
either written text paragraphs or a chart. Its
most common use is as a graphic organizer
of content.
2
Saskatoon Public Schools (2004-2009), Instructional Strategies Online, Retrieved from
http://olc.spsd.sk.ca/de/pd/instr/experi.html
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Table G-1
Methods of instruction, cont.
Method Description Uses
Concept mapping A special form of a web-like diagram Can be used to develop a comprehension of a
for exploring knowledge and gathering body of knowledge, explore new information
and sharing information. A concept and relationships, access prior knowledge,
map consists of nodes or cells that gather new knowledge and information,
contain a concept, item or question, and share knowledge and information generated,
links. The links are labeled and denote design structures such as web sites and
direction with an arrow symbol. The multi-media presentations, and problem
labeled links explain the relationship solving options.
between the nodes. The arrow
describes the direction of the
relationship and reads like a sentence.
Conducting A procedure conducted to prove or Used to learn something new and
experiments disprove hypotheses. Experiments are discovering an explanation of why
conducted under well-regulated something happens. Promotes active learning
conditions to ensure results can be to exploit natural curiosity. Experiments can
duplicated/verified. Learning occurs be used to introduce new ideas or to clarify
throughout the process and through puzzling aspects of topics with which
analysis of the results. learners typically struggle. Puts learners in a
position to build ownership of the new idea
and use it to facilitate future learning.
Cooperative A method in which small teams, each Provides learners with the tools to work in a
learning groups with learners of different levels of collaborative environment. Elements of
ability, use a variety of learning cooperative learning include positive
activities to improve their interdependence, face-to-face interaction,
comprehension of a subject. Each individual accountability, social skills, and
member of a team is responsible not group processing.
only for learning what is taught but also
for helping teammates learn, thus
creating an atmosphere of achievement.
Learners work through the assignment
until all group members successfully
comprehend and complete it.
Debates A structured contest of argumentation Engages learners in a combination of
in which two opposing individuals or activities that causes them to interact with
teams defend and attack a given the curriculum. Debate forces the
proposition. The procedure is bound by participants to consider not only the facts of
rules that vary based on location and a situation but the implications as well.
participants. The process is adjudicated Participants think critically and strategically
and a winner is declared. about both their own and their opponent's
position. The competitive aspects encourage
engagement and a commitment to a position.
Improve communication skills.
Demonstration An action is executed to a prescribed Helps people who learn well by modeling
standard by a subject matter expert. others. Provides opportunity for targeted
Learning occurs through observation. questions and answers. Allows attention to
be focused on specific details.
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Table G-1
Methods of instruction, cont.
Method Description Uses
Discussion (small A verbal exploration of a topic, object, Stimulates thought, explanation, reflection,
or large group) concept, or experience. Learners are and recall, and provides learners the
provided frequent opportunities to opportunity to clarify and expand their ideas
generate and share their questions and and those of others. This method also
ideas in small and whole class settings. promotes positive group interaction and
Instructors/facilitators encourage and conversation, and develops questioning
accept questions and comments without techniques.
judgment of the learner. The role of the
instructor/facilitator is to clarify
comprehension by paraphrasing
difficult terms, and to focus the
discussion.
Drill and practice Drill and practice, like memorization, Helps the learner master materials at his or
involves repetition of specific her own pace and is used as a reinforcement
psychomotor or cognitive skills tool. Effective use of drill and practice
(addition and subtraction, spelling, depends on the recognition of the type of
marksmanship). The skills built skill being developed, and the use of
through drill-and-practice should appropriate techniques to develop these
become the building blocks for more competencies. Allows for transfer of
meaningful learning. Drill and practice knowledge from working memory to long-
may also be found in more sophisticated term memory.
learning tasks that involve more than
one learner.
Field Noticing and recording significant Uses a combination of observation and
observations activities in a natural (as opposed to a inquiry to collect information and see as
classroom or laboratory) environment. many concrete behaviors as possible without
filtering them through any interpretive
process.
Field trip/site visit Learners visit a place away from their Motivates participants and shows the
regular environment to acquire relationship between provided information
information needed to support a specific and the reality of the location. Provides a
learning objective. The instructor/guide more hands-on and interactive experience,
may provide background material provides variety, and may spark new
concerning the site. interests and passions.
Interactive The term “interactive multimedia IMI products include instructional software
multimedia instruction” (IMI) applies to a group of and software management tools used in
instruction predominantly interactive, support of instructional programs.
electronically-delivered instruction and
instructional support products. IMI is a
computer-based technology integrating
a combination of, but not limited to,
text, graphics, animation, sound, and
video with which the learner interacts.
Gaming Activities where learning occurs as a Learners receive immediate feedback for
result of competition using artificial increased learning, and determine solutions
mediums, such as simulations, that to unpredictable situations. Gaming
replicate actual environments and provides for improved visualization, creative
stimulate decision making and other inspiration, collaboration, teamwork,
actions. planning ahead, and connecting new
concepts to prior experiences.
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Table G-1
Methods of instruction, cont.
Method Description Uses
Guided reading Learner’s comprehension of a selection Enables learners to establish and verbalize
and thinking is guided and developed by purposes for reading. This method develops
instructor/facilitator questions. The the learners’ story sense, and encourages
focus is on the use of context to predict learners to use past experiences such as their
meaning. knowledge of language and context clues to
aid comprehension.
Inquiry A method that provides learners Can be used by individuals or small groups
opportunities to actively develop skills to develop research skills. A topic or
that enable them to locate, gather, question is identified and researched. Helps
analyze, critique, and apply information learners analyze the information, prepare
in a wide range of contexts as they reports, and present information.
develop comprehension.
Interviewing A discussion period where the Helps the learner develop appropriate
interviewer asks a series of questions of questions without bias or preconception.
a subject matter expert on a pertinent Evaluation of the interview responses
topic. This is a personal form of improves analysis skills.
research where the interviewer learns
by developing questions, has the
opportunity to probe or ask follow-on
questions, and analyzing the responses
provided.
Laboratory A working group that uses a structured Working in groups makes
groups problem-solving process in a highly instructing/facilitating more manageable as
controlled environment to predict interaction occurs between the
outcomes. instructor/facilitator and five or six groups
versus all individual learners. Learners in a
group provide their thoughts which lead to
discussions. The discussion tends to bring
alternate conceptions to the surface for all
participants to consider.
Lecture An oral presentation intended to present Lectures are used to convey critical
information about a particular subject information, history, background, theories,
within a limited time frame. Lectures and equations.
delivered by talented speakers can be
highly stimulating, and have proven to
be a quick, cheap, and efficient way of
introducing large numbers of learners to
a particular subject. Voice, gestures,
movements, facial expressions, and eye
contact are all influential in capturing
and holding the learners interest and
increasing their retention.
Model building A learner designs/creates a physical or Physical construction of a model helps the
computer-generated replica of an actual learner generate, visualize, and evaluate
item. Learning occurs through the ideas. Model building enhances creative
building process. thinking, and helps learners become more
aware of their own meta-cognitive design
strategies.
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Table G-1
Methods of instruction, cont.
Method Description Uses
Panel Several subject matter experts combine Provides a variety of views and opinions
to facilitate learning by providing concerning material or a problem for which
personal observations and/or there is no one correct solution. Helps the
experiences on a particular topic. audience further clarify and evaluate its
Sessions with panels usually include a positions regarding specific issues or topics
question and answer period. being discussed and increases their
comprehension of multiple points of view.
Peer partner Peer partner learning is a collaborative Learners reflect upon previously taught
learning experience in which learners learn from material by helping peers to learn and, at the
and with each other for individual same time, develop and hone their social and
purposes. communication skills.
Practical exercise An activity where learner proficiency is Permits the learner to reinforce new learning.
(hands- enhanced by practicing a new or Contributes to physical independence or
on/written) recently learned skill or task. intelligence to acquire new skills.
Problem solving Focuses on knowing the issues, Used to help learners think about a problem
considering all possible factors, and without applying their own pre-conceived
finding an acceptable solution. Because ideas. Used to help learners consider second
all ideas are accepted initially, problem and third order effects of the proposed
solving allows for finding the best solution(s). Learners think about a problem
possible solution as opposed to the within a set of parameters.
easiest solution or the first solution
proposed. Defining what the problem
looks like is separated from looking at
the cause of the problem to prevent
premature judgment. Clarifying what
makes an acceptable solution is defined
before solutions are generated,
preventing preconceptions from driving
solutions.
Reflective The instructor/facilitator initiates a Allows the learner to gain knowledge
discussion discussion by asking a question that through their experiences, analysis,
requires learners to reflect upon and imagination, affect, and impression
interpret films, experiences, read or (reflection). Reflective discussions
recorded stories, or illustrations. The encourage learners to think and talk about
questions posed should encourage what they have observed, heard, or read.
learners to relate story content to life
experiences and to other stories.
Role playing Learners act out a simulated situation, Develops empathy and new insights.
position, or job. For example, a learner Stimulates discussion and communication.
may assume the duties of a staff Provides a means to assess decision making
member and perform the work of that in a specific role. Allows for a variety of
position. situations and parameters that garner
attention, participation, and motivation.
Promotes comprehension of other people’s
positions and their attitudes as well as the
procedures used for diagnosing and solving
problems.
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Table G-1
Methods of instruction, cont.
Method Description Uses
Seminar A facilitated, small-group discussion, Seminars place the focus on the input of all
usually preceded by a presentation on a the seminar participants to: familiarize
pertinent topic by a subject matter participants more extensively with the
expert. methodology of their chosen field, allow
participants to interact with practical
problems that could commonly occur, and
provide a broader perspective of a particular
topic.
Simulation Any representation or imitation of Replaces/complements live training.
reality simulating part of a system, the Provides the means to safely practice an
operation of a system, and the action or activity under any condition. Can
environment in which a system will be used for individual training and education
operate are the three common types. (such as repairing equipment or gunnery) or
There are virtual and constructive unit training (such as fighting a tank or tank
simulations. company). May be used on a single
computer or station, distributed over a local
area network, or used on a wide area network
to multiple simultaneous users.
Story telling A subject matter expert uses vignettes Provides a means of sharing and interpreting
(real or made up) to convey information experiences. Storytelling can be used as a
or ideas, or to stimulate thought or method to teach ethics, values, and cultural
discussion. norms and differences. Stories provide a tool
to transfer knowledge in a social context.
They increase verbal proficiency and
encourage the use of imagination and
creativity.
Structured Verbal, visual, or written summary or Helps learners place new ideas in context.
overview outline of a topic. It can occur at the Because ideas are simplified, it is easier for
beginning of a unit, module or new learners to see “the big picture”. In addition,
concept, or it may be used to help relate connecting new ideas to information learners
a learned idea to the big picture. A already comprehend makes it easier to retain.
Structured overview distills a difficult
or complex idea into simple definitions
or explanation, and then shows how all
the information relates. It is the process
of “organizing and arranging topics” to
make them more meaningful.
Tutorial A subject matter expert provides Develops or enhances skills, develops
assistance to one or a small group of effective study habits, increases self
learners, usually to enhance previously confidence, and increases the learners
taught lessons. Tutorials are comprehension of the subject matter.
characterized by a high degree of
student-instructor interaction.
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Table G-1
Methods of instruction, cont.
Method Description Uses
Writing Writing assignments can have a broad Improves writing skills and requires critical
assignments range of styles. A writing assignment thinking about the subject, purpose, and the
succeeds by addressing a defined audience. Organizes thoughts, allows for
audience with content organized into an communicating effectively, conceptualizing
effective and/or convincing ideas, convincing others, increasing meta-
presentation. For example, the learning cognition, and identifying critical
log has a different purpose, information.
components, and style than an essay; a
report has a different purpose,
components, and style than a white
paper. Forms of writing may include
essays, journals, learning logs, reports,
and narratives.
Glossary
Section I
Acronyms
AA Active Army
AAR after-action review
ADDIE analysis, design, development, implementation, and evaluation
ADP Army doctrine publication
ADRP Army doctrine reference publication
ALM Army Learning Model
AOC area of concentration
AR Army regulation
ARFORGEN Army force generation
ASI additional skill identifier
ATRRS Army Training Requirements and Resources System
ATSC Army Training Support Center
CAC Combined Arms Center
CAC-T Combined Arms Center – Training
CAD course administrative data
C/DOT commandant/director of training
CMF career management field
CMP course management plan
CoE Center of Excellence
CRT criterion-referenced test
CTSSB critical task and site selection board
DA Department of the Army
DL distributed learning
DOTMLPF doctrine, organization, training, materiel, leadership and education,
personnel, and facilities
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Section II
Terms
Accreditation
A disciplined approach to ensuring standardization across the Army. It assures the command
that training institutions meet accepted standards and higher headquarters guidance; it
addresses the quality of our graduates and other concerns from the field.
Active learning
An approach to instruction in which students engage the material they study through reading,
writing, talking, listening, and reflecting. Active learning focuses the responsibility of
learning on the learners.
Analysis
A phase in the ADDIE process required when addressing needs, outcomes, target audiences,
missions, collective tasks, jobs, individual tasks, topics, and resources.
Assessment
The measurement of learning by an individual. Assessment of a learner is often
accomplished through a test of whether or not skills, knowledge and/or performance have
been attained.
Attribute
A quality, property or characteristic of an individual that moderates how well learning and
performance occur.
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Behavior
Specifies what a learner must do to satisfy a job performance requirement. Behavior may
involve recall, manipulation, discrimination, problem-solving, performing a step-by-step
procedure, or producing a product.
Behavioral statement
Statement of the behavior the learner must exhibit. If a condition or standard is needed to
clarify the behavior, either or both should be included.
Best practice
A method or technique that has consistently shown results superior to those achieved with
other means, and that is used as a benchmark. A best practice is used to describe the process
of developing and following a standard way of doing things that multiple organizations can
use.
Blended learning
Online or technology-delivered instruction combined with face-to-face instruction.
Block of instruction
One or more related units or modules grouped to cover course major subject or task areas.
Certification
A formal written confirmation by a proponent organization or certifying agency that an
individual or team can perform assigned critical tasks to prescribed standard. The team or
individual must demonstrate its ability to perform the critical tasks to the prescribed standard
before certification is issued.
Check on learning
A type of formative assessment of a learning objective. Examples may be a short quiz or a
hands-on practical exercise, and could be written, verbal, or performed in a small group.
Competency
A cluster of related knowledge, skills, and attributes that affect a major part of an
individual’s job (a role or responsibility), that correlates with performance on the job, that
can be measured against accepted standards, and that can be improved via training and
development.
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Condition
Specifies the limits under which a behavior is performed. Conditions may include the use of
specific equipment provided to perform a task during which the behavior will be
demonstrated. Conditions may also be information provided to guide action a specific way.
Content validation
A type of formative evaluation and the process used to verify that the information in the
lesson/course is technically accurate and integrates current and emerging doctrine.
Optimally, content validations are conducted immediately after the components in each LSA
are developed; therefore, content validations are performed incrementally.
Course
A complete series of instructional units (phases, modules, and lessons) identified by common
title and number consisting of curriculum inclusive of critical tasks or educational
requirements to qualify a jobholder for a specific job or function (military occupational
specialty (MOS)/area of concentration (AOC) skill level, skill qualification identifier,
additional skill identifier (ASI), language identifier code (LIC), and skill identifier within the
Total Army).
Course content
Knowledge and skills, including proficiency levels, identified in the applicable training
standard which will be taught. Adding or deleting tasks, or changing proficiency levels
constitutes a course content change. Rearranging objectives, reallocating times within a
course, and inserting technology or updated equipment used to teach course content, address
how the course content is taught but do not change actual course content.
Course implementation
Course implementation begins when the first validation class starts.
Course Manager
The proponent course manager is the individual with overall responsibility for the designing,
developing, resourcing, executing, and evaluating a course of instruction. The course
manager is responsible for ensuring staff and faculty is qualified to present the course
material. See TP 350-70-3, Figure B-3 for a detailed description of the role and functions of a
Course Manager.
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Curriculum
A course (or set of courses) and their content offered by a school. Curriculum is prescriptive
and specifies what topics must be understood and to what level to achieve a particular grade
or standard.
Design
A phase in the ADDIE process used to transform analysis data into a blueprint for learning
products. Design produces the details of when, where, and how outcomes must be met.
Outputs from the design phase then serve as the framework for the development phase of the
ADDIE process.
Development
A phase in the ADDIE process used to convert the design into resident and non-resident
learning products and components, such as lesson plans, student handouts, and media.
Educational outcome
Educational outcomes are the cognitive knowledge, skills, and attributes attained as a result
of involvement in a particular set of educational experiences. Educational outcomes must be
observable and measurable and must indicate the type and depth of learning individuals are
expected to know or be able to do.
Evaluation
A phase in the ADDIE process. Evaluation is the quality control mechanism for learning
product development. It is a systematic and continuous method to appraise the quality,
efficiency, and effectiveness of a program, process, procedure, or product.
Experiential learning
Assumes learners bring experience and knowledge to the classroom. Learners construct
knowledge by synthesizing their real-world experiences and their experiences in the
classroom. Learners receive both formative and summative assessments from faculty and
peers throughout the course. Experiential Learning creates learning that lasts by balancing
both cognitive and affective domains. It allows learners to exercise critical reasoning and
creative thinking by identifying problems and working collaboratively to develop possible
solutions.
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Formative assessment
A range of formal and informal assessment procedures employed by instructor/facilitators
during the learning process in order to modify teaching and learning activities to improve
learner attainment. Formative assessments monitor progress toward goals within a course of
study. It typically involves qualitative feedback (rather than scores) for both learner and
instructor/facilitator that focus on the details of content and performance.
Formative evaluation
The monitoring of a learning product as it proceeds through the ISD process to make sure the
product achieves the desired outcome/objective. This is a check-on-development to control
the quality of the learning products developed and their implementation.
Functional courses
Courses designed to qualify leaders, Soldiers, and DA Civilians for assignment to duty
positions that require specific functional skills and knowledge.
Group size
Group sizes are established to make efficient use of facilities and resources, ensure transfer
of learning, program classes to satisfy training requirements, determine instructor/facilitator
requirements, evaluate training expansion capability, and manage class cancellation. Group
sizes are established in coordination with the local manpower office.
Implementation
A phase in the ADDIE process. The actual conduct of learning using the validated learning
products created during the design and development phases.
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Instructional Design
The process of creating learning products that enhances the quality, efficiency, and
effectiveness of education and training.
Instructional material
Material used by instructors/facilitators and/or learners in formal courses, including training
aids, TOs, commercial publications, visual aids, etc.
Instructional strategy
Describes the process of organizing and specifying learning activities and content delivery.
It is designed to achieve an overall aim of imparting knowledge using particular methods of
instruction.
Job
A job is a collection of unique, specific, and related activities (tasks or skill sets) performed
by a unique, defined set of personnel.
Job Aid
A supporting product that can be a checklist, procedural guide, decision table, worksheet,
algorithm, or other device used as an aid in performing duty position tasks.
Knowledge
Information required to perform a skill or supported task. Knowledge is the basic building
block of all learning.
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Learning
Learning is a process of acquiring new, or modifying existing knowledge, behaviors, skills,
values, or preferences and may involve synthesizing different types of information. Learning
involves a change in the behavior of the learner as a result of experience. The behavior can
be physical and overt, or it can be intellectual or attitudinal.
Learning objective
A three-part statement consisting of an action, condition, and standard. This statement
clearly and concisely describes learner performance at the prescribed level of learning
required to demonstrate competency in the instructional material. Learning objectives are
derived from task/competency performance specifications. Objectives serve as the
foundation for instructional design, provide the basis for instructional strategy decisions and
criterion tests, establish clear and concise learner goals, and determine content.
Learning outcome
A statement that indicates the level and type of competence a learner will have at the end of a
course. The specification of what a student should learn as the result of a period of specified
and supported study.
Lesson
A period of time where learning is intended to occur. During a lesson, learners are taught
about a particular subject or taught how to perform a particular activity. A lesson provides
the instructional content for a lesson plan.
Lesson plan
A lesson plan is the detailed development of information and resources used by
instructors/facilitators to execute the instruction prescribed in one lesson within the
prescribed time limits using the specified resources. A lesson plan includes the content and
supporting information for only one lesson which supports the learning and assessment of
one TLO.
Mandatory training
Training required on specific subjects as required by law, DoD, and/or HQDA.
Mandatory training may apply to units, institutions, and civilians.
Media
Any means or instrument of communication (auditory, visual, or written) that is used as a
part of an instructional sequence to demonstrate or clarify course content and to facilitate
learning or increase comprehension of course material. Examples include video, printed
material, and audio.
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Module
A group of multiple related lessons that promotes efficiency in the course structure. In rare
cases a module may be comprised of only one lesson based on a single TLO.
Phase
A major part of a course that may be taught at different locations. Phases are required as a
necessary break-up of a course version due to time, location, equipment, facility constraints,
or delivery options such as DL, IMI, resident, or any combination. For resourcing purposes,
a phase is an instructional unit identified by a common course title and number consisting of
curriculum inclusive of critical tasks or educational requirements constructed as a portion or
segment of a course.
Portfolio Assessment
A type of assessment that considers a collection of work that demonstrates a student’s
activities, skills, and achievements to highlight his/her talents or show progress over time.
POI
A TRAS requirements document which provides a specific description of course content,
duration of instruction, types of instruction, and lists resources required to conduct the
course/phase.
Proponent
Army organization or staff element designated by the HQDA DCS, G-3/5/7 that has primary
responsibility for materiel or subject matter expertise in its area of interest or charged with
accomplishment of one or more functions.
Quality Control
A management and employee responsibility by which process data are systematically
gathered to determine product quality. Process standards are established and the data
gathered are subjected to analysis. Quality control results are used to determine process
changes, staff training requirements and administrative procedure improvements as
necessary.
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Reserve Component
The Reserve Component is made up of both the United States Army Reserve (USAR) and
the Army National Guard (ARNG).
Rubric
A guide listing specific criteria for grading or scoring academic papers, projects, or tests.
Rubrics are also used for assessing levels of learner achievement of competencies.
Self-paced learning
Individuals move through the course at varying rates according to parameters established
during validation. Learners move through the course individually at their own speed and are
not dependent on group times.
Seminar
An advanced course of study for discussion and research under the guidance of a recognized
expert.
Skill
A skill designates one’s ability to perform a job-related activity, which contributes to the
effective performance of a task performance step. There are two types of skills: physical and
mental.
Standard
The accepted proficiency level required to accomplish a task or learning objective. In Army
learning, standard is a statement that establishes criteria for how well a task or learning
objective is performed. The standard specifies how well, completely, or accurately a process
is performed or product produced.
Student handout
A booklet, schematic, circuit diagram, table, or similar material that augments the study
guide, work book, learner text, or otherwise supports course objectives.
Summative assessment
A process that concentrates on learner outcomes rather than only the program of instruction.
It is a means to determine learners’ mastery and comprehension of information, skills,
concepts, or processes. Summative assessments occur at the end of a formal
learning/instructional experience, either a class or a program and may include a variety of
activities (for example: tests, demonstrations, portfolios, internships, clinical experiences,
and capstone projects).
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Summative evaluation
A process that concerns final evaluation to ask if the project or program met its goals.
Typically the summative evaluation concentrates on the program of instruction and the
learning products.
Test control
The application of security measures to protect tests and test items and related sensitive
material from unauthorized disclosure from the time of their creation until they become
obsolete or are destroyed.
Test validation
A process used to determine if a test successfully measures the intended objectives.
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Validation
The process used to determine if new/revised courses and training products/materials
accomplish their intended purpose efficiently and effectively. It is the process used to
determine if training accomplishes its intended purpose. Validation and revising training are
continuous actions in the teaching/revising process of training improvement. Validation is of
the training products themselves, not the training site.
Written test
Instrument used to sample each learning objective and, when necessary, performance
objective knowledge components. Tests can be unit, module, block, or end-of-course tests
administered in a formal testing mode during time allotted in the POI.
Section III
Special abbreviations and terms
Section IV
Key links
Army Publications
http://armypubs.army.mil/index.html
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TRADOC Publications
http://www.tradoc.army.mil/tpubs/index.htm
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