My Human Performance Improvement Toolbox

HPI Image for blog

Beresford and Stolovich (2012) defined human performance improvement (HPI) as three perspectives: vision, concept, and end. Vision is for individuals to succeed in areas that are valued by their organization’s stakeholders. Concept is to use the vision to accomplish the organization’s goals through successful interactions with not only the organization’s stakeholders, customers, regulatory agencies, and society. End refers to terminal behaviors, products, and other outcomes that provide a return on investment (ROI). These interactions and behaviors can be improved via instructional and/or noninstructional interventions.  For instance, HPI can be as simplistic as buying a better writing instrument (e.g., Dr. Grip pen) to expedite note-taking on the job. This would be a noninstructional intervention.  Gilbert (2007) provided HPI with a formula for worthy performances (Pw), which is Pw = Av/Bc, where Av refers to valued accomplishments and Bc refers to costly behaviors. The term “costly” can have positive and negative connotation; it references the costs involved with each performance (e.g., salaries, resources, and trainings). These perspectives and Gilbert’s formula are some of the concepts and tools I’d use in my general HPI framework.

The first step in improving a particular performance is to conduct a needs assessment (NA) to better understand the current performance in relation to the desired outcomes such as industry standards (benchmarking) coupled with the vision of an organization. A NA helps organizations identify the gap (need) between the actual and optimal performance levels of an organization.  I would rely on the Aultschuld’s (2010) three-phase NA model (preassessment, NA, postassessment), as a guide for interacting with a NA team and NA committee of stakeholders.  In the preassessment, my team would gather data on the topic from key informants, literature, and extant resources. The NA would follow up on emergent themes describing the perceived need and gather specific information via interviews, questionnaires, and focus groups on what the respondents value as possible solutions.  The NA postassessment process identifies the problem succinctly.  Is the gap due to a lack of incentives, knowledge, skills, or institutional support?  I would utilize the various job aids provided in Aultschuld’s series of books to identify and address the problem in light of the organizations concepts.  For example, I favor the Ishikawa’s Fishbone Diagram with the bones representing the various issues within labeled categories of performance.  Moreover, I would collect solutions from stakeholders and conduct a Sork feasibility study to determine the appropriate solutions.  Given the complexity of a NA, the Aultschuld series would serve as another item in my HPI toolbox.

I created a manual of methods for problem analysis (PA) for novice instructional designers that can be used on a daily basis when a full NA is impossible.  I studied Jonassen’s typology of problems to determine the type and possible actions required.  I learned if the problem is well-structured, then a quick solution can be found because it is easily solved.  If it is ill-structured, then I should conduct a PA to get to the root of the problem. I would use Harless’ (1974) list of 14 questions for PA. I recognize his first one as being very important: Is there a problem? After a problem(s) is identified, I would use Toyoda’s Why Tree for root cause analysis; this technique keeps asking why for each response given until the root(s) is identified. Then I would use Sanders and Thiagarajan’s 6-box model to see which areas of an organization are affected by these performance problems: knowledge, information, motives, process, resources, wellness. I also learned from Jonassen’s (2004) work that we should collect our problems in a fault database.  This is something I have been doing to improve our turnaround in resolving learning management system (LMS) issues at my workplace to increase our ROI for cost, labor, and learning outcomes.

For interventions at my workplace, I use job aids, embedded performance systems, and the aforementioned idea for a fault database. I purchased Rossett and Gautier-Down’s (1991) HPI resource book, A Handbook of Job Aids.  This book provides matrices (Frames Type II) for the user to discern which job aid should be used with which type of task. I also create job aids for the workplace to facilitate teaching and learning.  For example, I create how-to guides for instructional technology software (e.g., Camtasia Studio) for instructors who are unable to attend trainings and must learn on their own.  Job aids are useful HPI tools for infrequent tasks like the occasional instructional video one might need to create for class. I have also been focusing on providing performance support mechanisms for right-time needs for students and instructors.  I noticed an overreliance on the instructional designer to answer all LMS related questions.  To provide an embedded support system, I added a webpage on our LMS to answer frequently asked questions (FAQs). This has greatly reduced my cue of email requests, all the while improving the performance of those affected. In closing, for my HPI general framework, I rely on Beresford and Stolovich’s perspectives of vision, concept, and end.  To put my framework into action, I rely on the works of Gilbert, Autschuld, Jonassen, Harless, Ishikawa, Sanders, Thiagarajan, and Toyoda.


Altschuld, J. W., & Kumar, D. D. (2010). Needs assessment. Thousand Oaks, CA: SAGE Publications.

Beresford B., & Stolovitch, H. D. (2012). The development and evolution of human performance improvement. In R. A. Reiser & J. V. Dempsey (Eds.) Trends and issues in instructional design & technology (3rd ed.) (pp. 135-146). Boston, MA: Allyn & Bacon Pearson Education.

Harless, J. H. (1974). An analysis of front-end analysis. Improving Human Performance, 2(4), 229-244.

Jonassen, D. H. (2004). Learning to solve problems: An instructional design guide. San Francisco, CA: Pfeiffer.

Rossett, A., & Gautier-Downes, J. (1991). A handbook of job aids. San Francisco: CA. Pfeiffer & Company.

Thanks and Happy New Year!

Cartoon headshot of blogger, Sandra Rogers

Dear Readers,

Thank you for all of your comments and re-sharing of my blog. I’m so humbled to have such a growing readership. I hope I have created some useful content for each of you. Let me know if you have a topic of interest that I might can blog about. I also renewed my Podbean podcast and hope to interview educators, instructional designers, game designers, and innovators on learning. Let me know if you’re interested!

Since my beginnings on this blog in 2011, I tried to make it practical. In 2015, I decided to transform my blog into a scholarly one as I near the end of my doctoral program of study. I’m slowly going back to previous posts to update them to include citations and more precise advice based on research.

In 2016, I will continue to blog at least once a week to share my learning with you. Blogging is my way of reviewing information to help me remember. It also helps me to synthesize information to share with the educators I work with now. Whenever I find myself explaining something verbally, I check to see if I have a blog on it to share as a follow-up. If I don’t, I write one. My blogs have become job aids!

This is the year that I start, and hopefully complete, my dissertation on gaming for second language acquisition. I will share more on this topic once I complete the proposal.

Happy New Year!

Sandra Annette Rogers

aka Teacherrogers

Mini-lecture and Photos of Colonial Williamsburg for 5th Graders

Pine Wreath with burlap flowers from Colonial Williamsburg

The 15 images in this presentation are photos I took of Colonial Williamsburg in Virginia a few winters ago.  I was amazed by the beauty of the old fashioned traditions like the image above with burlap and cotton bolls as ornamentation for the Christmas wreath.  This is one of my products on TeachersPayTeachers.

The purpose of the presentation is to give students a glimpse of colonial life. Photos include children’s toys, holiday wreaths, a bedroom, chamber pot, a kitchen, a dining room, a coal-burning furnace, a cellar, a garden maze, the Governor’s Palace (The Wythe House), the Royal Capitol, a home, wallpaper, a horse-drawn carriage, and a soldier’s drum. The PowerPoint slides include brief lecture notes.

Most school curriculum teach about the 13 colonies and the American Revolutionary  in the 5th grade, as part of history class.  Check out my store on TPT if you are interested in purchasing it.

Thanks to all of my TPT supporters for another great year!

Sandra Rogers

aka Teacherrogers

e-Learning Instructional Strategies to Teach to the Whole Person

Heart Tagxedo for blog post image

Teaching to the whole person is more important than ever.  But how can we do this in an online learning environment?  I work at a Jesuit and Catholic college where I’ve been learning about Jesuit education and Ignatian pedagogy. The principles of Ignatian pedagogy include context, experience, reflection, action, and evaluation (Korth, 1993).  To address these in distance education, I’m developing an instructional design (ID) model that is a combination of learner-centered, experience-centered, activity-centered, and content-centered to fully address the whole person in online courses. Ragan, Smith, and Curda (2008) stated that a combination ID model is possible.  Not only is it possible, to include research-based best practices, it is absolutely necessary to provide diverse and rich experiences in online environments.  Otherwise, a single-mode of learning will become monotonous and decrease student motivation to learn.

Table 1 provides instructional strategies for the online environment that engender higher-order thinking (cognitive presence) for each approach.  This chart represents an initial listing to assist educators with strategy selection depending on various affordances and constraints such as time, resources, et cetera. For example, an activity-centered lesson is based on an interactive task and requires collaborative tools and student groupings. Content-centered lessons are passive tasks where the student generally only interacts with the content; the exception being discussions of content. Experience-centered-activities require a hands-on approach to developing something or serving/working with others. The learner-centered activity provides the learner with more autonomy over their pursuit of knowledge and includes metacognitive actions for self-regulation of learning; the affordances and constraints for this type of activity are highly dependent on the task.

Table 1

Cognitive Online Instructional Strategies to Teach to the Whole Person

Activity-Centered Content-Centered Experience-Centered Learner-Centered
· Analysis of case studies

· Critically review an article

· HyperInquiry team project

· Academic controversy assignment

· Develop a book trailer on topic

· WebQuest

· Pretest/Posttest

· Write a literature review

· Complete modules on topic in computer-adapted lab/program

· Write essay

· Make a presentation

· Discuss content with peers and instructor


  • Develop questionnaires

·Develop a personal model of topic

·Participate in a simulation

·Develop a workshop

·Develop a wiki on topic

· Develop a podcast on topic or narrated PowerPoint

· Develop a how-to guide or video tutorial on procedure

· Write a blog post on topic

· Serve others as a mentor, tutor, or volunteer on topic

· Virtual fieldtrip

· Peer-review of papers or projects

· Students create m/c questions for review

· Design a project

· Evaluate a program

· Write an autobiography of your interaction with topic

· Complete self-evaluation

· Develop a personal learning network

· Capture reflections in journal, audio, or video

· Curate digital books and articles on topic for lifelong learning

Note. I linked some of these activities to sources of my own and others. Check back soon for an update!


Korth, S. J. (1993). Precis of Ignatian pedagogy: A practical approach.  International Center for Jesuit Education, Rome, Italy.

Ragan, T. J., Smith, P. L., & Curda, L. K. (2008). Outcome referenced, conditions-based theories and models. In J.M. Spector, M. D. Merrill, J. van Merriënboer, & M. P. Driscoll (Eds.), Handbook of research on educational communications and technology (3rd ed.) (pp. 383- 399). New York, NY: Lawrence Erlbaum Associates/Taylor and Francis Group.

The Gingerbread Man Doesn’t Escape Common Core

Gingerbread Man with bow tie near stack of other cookies says, "Catch me if you can, I'm the Gingerbread Man!"
Students illustrate text.

In preparation for the Cyber Monday sale, I wanted to share some of my holiday-related educational products available for sale on TeachersPayTeachers.

This is an 18-page document with text from The Gingerbread Man story retold by Sandra Rogers in which students are provided space to illustrate the story to match the meaning described in the text. Twelve vocabulary words are boldface typed within the story with definitions provided on a glossary page. A vocabulary pretest is included, as well.

The end purpose is to have students read it to their parents or other students in the school. This was a popular activity I used in my first grade class during English language arts. Students were eager to learn the new words such as plump, almonds, and hay, so that they could accurately illustrate their self-made booklet. This would make an excellent literacy center independent project that they could work on for days.

Common Core State Standards: This activity correlates to the following CCSS on Speaking and Listening: Presentation of Knowledge and Ideas:
Kindergarten: #5. Add drawings or other visual displays to descriptions as desired to provide additional detail.
Grade 1: #5. Add drawings or other visual displays to descriptions when appropriate to clarify ideas, thoughts, and feelings.
Grade 2: #5. Create audio recordings of stories or poems; add drawings or other visual displays to stories or recounts of experiences when appropriate to clarify ideas, thoughts, and feelings. (Note: The text and drawings can serve as the storyboard for recordings.)

Directions:  You can use this material in two different ways in the English language arts or English as a second language class activities. For example, you can distribute the pages among your class and have the students illustrate the part of the story on their page. Then the teacher can compile them into a book for the class library for the students to read. On the other hand, you can use this activity as an individual assignment and have the students illustrate their very own booklet.

Thank you for shopping Teacherrogers store!  The Cyber Smile Sitewide Sale (#TPTCyberSmile) is Nov 30th & Dec 1st.

Sandra Rogers,
Instructional Designer

Check out my other K-3 illustration activity for the holiday: Santa Meets the Common Core.

8th SLanguages Annual Symposium 2015

Conference Organizer
Conference Organizer

Time: November 14, 2015 to November 15, 2015
Location: EduNation in Second Life
Organized By: Heike Philp aka Gwen Gwasi

Event Description:
8th SLanguages Annual Symposium
14-15 November 2015 (Sat/Sun)
Come and join us at SLanguages Annual Symposium, a two day online conference on language learning in virtual worlds held for the 8th time on EduNation in SecondLife.  The two main topics of the conference are machinima (cinematic productions of real-time conversations in virtual environments) on Saturday, 14 Nov 2015 starting at 12pm GMT and language learning games on Sunday, 15 Nov 2015 starting at 9am GMT.
We meet on EduNation in SecondLife, and there are tours to various virtual worlds like OpenSim, Edmondo, Kitely, Minecraft, Unity 3D etc., some of which you may want to attend via our livestream.  Here are the highlights:
– a CAMELOT symposium, an Istanbul University symposium and a Minecraft symposium
– keynotes by Stylianos Mystakidis of OpenEducationEuropa, JayJay Zifanwe of the University of Western Australia, Gord Holden on immersive technology for learning in schools, Nick Zwarts of the TiLA project
– a film festival, fire side chats, games parks, water sports fun, tours and a party with the Cheerleaders
For the provisional program, please click here
It is free to attend and all of the sessions are being streamed and recorded in Adobe Connect. You do not need an avatar to attend, but if you do join us in SecondLife on EduNation, and if it is your first time to do so, we are happy to assist and look forward to meeting you inworld.
Twitter hashtag: #slang15 

5 Pitfalls of Online Teaching

Female student looking frustrated with books and computer

I took my first series of online courses for professional development in 2009.  The courses were highly interactively and well-designed because they were taught by experts in the field of computer-assisted language learning.  A shout-out to my professors in the Teaching English to Speakers of Other Languages (TESOL) certificate program, Principles and Practices of Online Teaching!  (See blog on this topic). Ever since then, I’ve compared online courses to those.

As a working instructional designer and current PhD student enrolled in online courses, I bring a well-rounded perspective to the topic of distance education.  I’ve researched and written about how to develop an online community of inquiry.  It has become my personal agenda to ensure that students taking online courses don’t get frustrated from the course design and lack of teacher presence.

Here’s a list of what I consider the top 5 pitfalls that will surely decrease student learning outcomes and student satisfaction:

  1. Lack of pattern in weekly assignments will cause confusion, especially in a hybrid (blended) course. For example, as you plan threaded discussions, quizzes, and assignments, make sure they follow a pattern (e.g., weekly, every other week, etc). Otherwise, indicate on your syllabus any gaps in the established pattern of assignments.
  2. Numerous clicks to find content leads to frustration. To increase findability, use clear navigation practices to reduce time lost on task and frustration levels (Simunich, Robins, & Kelly, 2012).
  3. Lack of synchronous sessions to connect with the human leads to reduced achievement. To increase student achievement, include synchronous sessions (Bernard et al., 2004).  Arbaugh and Hornik (2006) suggested video conferencing, voice messaging, or some other types of multimedia.
  4. Instructors not responding to students’ discussions in a timely manner. There are  several theories on human learning about delivering targeted instruction at the right time: Vygotsky’s (1978) zone of proximal development, Ebbinghaus’ serial position effect (primacy and recency effect), and the presence or absence of retrieval cues in Cormier’s information processing theory.  Students need prompt feedback that targets their instructional needs (Arbaugh, 2001).
  5. Lack of student-student interactions (Bernard et al., 2004).

Do you agree with my top 5?


Arbaugh, J. B. (2001). How instructor immediacy behaviors affect student satisfaction and learning in web-based courses. Business Communication Quarterly, 30, 42-54.

Arbaugh, J. B., & Hornik, S. (2006). Do Chickering and Gamson’s seven principles also apply to online MBAs? The Journal of Educators Online, 3(2), 1-18.

Bernard, R. M., Abrami, P. C., Borokhovski, E., Wade, C. A., Tamim, R., Surkes,  M. A., & Bethel, E. C. (2009). A meta-analysis of three types of ITs in distance education. Review of Educational Research, 79, 1243-1288.

Simunich, B., Robins, D., & Kelly, V. (2012). Does findability matter? Findability, student motivation, and self-efficacy in online courses.  Quality Matters (QM) Research Grant, Kent State University.

Vygotsky, L. S. (1978). Mind in society: The development of higher psychological processes. Cambridge, MA: Harvard University Press.

Join me at MSERA 2015!

Photo of Sandra Annette Rogers

Join me in Lafayette, LA this November 4-6th for the Mid-South Educational Research Associations (MSERA) 2015 annual meeting.  Click this link to see the full conference schedule.  For more information on the MSERA, visit their Website.  The cool thing about this conference is that everybody brings their paper and not just the PowerPoint slides to handout to attendees. I ended up with tons of great research papers to read afterwards!

I’ll be making two presentations on gaming. Here’s my schedule:

5 Important Instructional Strategies

Tag words from my blog

An instructional strategy is something that an instructional designer (or educator) uses as a vehicle to deliver information.  Some instructional strategies require the Internet like WebQuests, HyperInquiry, and well-designed educational videogames, while others are used within the mind metacognitively like mnemonics for memory.  However, the vast majority are used to present instruction in multimodal formats.  Other strategies include academic controversy, advance organizers, chunking of information, imagery, and spatial strategies (i.e., Frames Type I and II matrix, concept mapping). The best ones are based on cognitive science and learning theory.  Instructional strategies differ from learning strategies in that the latter are for the learner to use for encoding information (also known as a cognitive strategy).  Here are some useful cognitive strategies for enhancing learning and retention: making it meaningful, organize the information, visualize it, and elaborate on it.  In my opinion, learning strategies should be embedded within instruction and modeled by the teacher to increase use.

Instructional strategies are based on the goals and learning objectives identified during the analysis phase in the instructional design process.  The instructional strategies must match the intended end behaviors, condition, and criteria of the objectives.  For example, if you’re developing an online course, it would be important to include an advance organizer (AO) for each unit to build a bridge between the information learned and the new content.  This bridging strategy is based on Ausubel’s subsumption theory  because it taps into your prior knowledge and adds new information in a structured way to build schema on the topic (West, Farmer, & Wolff, 1991).  AOs are written like an abstract with all the key information but brief.  They have seven different features that are critical to making this more than simply an introduction to a unit; for example, AOs must encourage students to tap into their prior knowledge on the topic.

Concept mapping is the most commonly used spatial strategy.  It makes a graphical depiction of the content in a connected frame.  There are different types of concept maps based on the type of information you need to teach: spider maps for different categories (typologies), chain map for linear processes, hierarchy map for complex topics and their interrelationships of the system, subsystem, and parts (West, Farmer, & Wolff, 1991).  This is related to the instructional strategy of chunking information into meaningful units.  You need to chunk the information before you map it.

Chunking and concept mapping are based on some of the same learning theories such as Sweller’s cognitive load theory, Miller’s seven-plus-or-minus-two principle, and Baddeley’s working memory model. All of these theories describe a limited capacity of working memory.  Cognitive load theory proposes several conditions to optimize learning such as reducing the amount of “noise” (extraneous elements in the broad sense) during a learning event.  For example, long lectures need to be reduced to five minutes or less due to the human brain’s inability to pay attention, process, and store lengthy amounts of information.

Other types of spatial strategies are frames, type one and two. Frames, type I is described by Reigeluth (1983) as a combination of ‘big picture and telescoping’.  Instructional designers use frames, type I as a way to unpack and emphasize the big ideas of a unit of information into a meaningful structure to build on existing schema.  Frames, type II is a rule-bound matrix and requires higher-order thinking skills to complete, whereas frames, type one, is for simple recall, comprehension, and application (West, Farmer, & Wolff, 1991).  Usually, the information for both types of frames is presented in a 2-D matrix. These instructional strategies are also based on the theory of cognitive load in that the structure and relationships of the information will reduce extraneous thought processing and instead focus on the intrinsic and germane elements.  It’s also based on schema theory, which was first posited by Piaget.  Frames, type I and II, provide the structure to build on existing schema.  Of all the instructional strategies, these five are the ones that I rely on the most as an instructional designer.


Reigeluth, C. M. (1983).  The elaboration theory of instruction. In C. M. Reigeluth (Ed.) Instructional-design theories and models: An overview of their current status (pp. ).  Hillsdale, NJ: Lawrence Erlbaum Associates, Publishers.

West, C. K., Farmer, J. A., & Wolff, P. M. (1991). Instructional design: Implications from cognitive science. Englewood Cliffs, NJ: Prentice Hall.

Videogames for Extracurricular Second Language Acquisition Activities

Photo by Emma Kim

Massive multiplayer online role-playing games (MMORPGs) provide English language learners (ELLs) with various gameplay situations and narratives to learn language functions in interactive, fun, and effective ways. Commercial MMORGs like World of Warcraft (WOW) provide numerous opportunities to practice information literacy activities such as interpreting, seeking, synthesizing, and disseminating information (Martin & Steinkuehler, 2010).  According to Krashen’s (1982) acquisition versus learning hypothesis, these would be great conduits for informal second language acquisition (SLA).  When a player enters WOW to complete a quest, generally they interact with other players and non-player characters (NPCs) to find and share information. These are examples of information literacy activities, which are linguistically described as heuristic (infer), instrumental (seek), and informative (disseminate and synthesize) language functions (Yahya, 2012). ELLs need to practice these and other types of language functions in all sorts of situations to achieve English language fluency.

MMORPGs provide an informal learning environment with a narrative structure to learn language functions via observation and interaction with others.  This resonates with Bandura’s (1978) social learning theory.  Bandura posited learning occurs through observation of others and without formal reinforcement of learning.  Hence, learning is viewed as a cognitive process where one can learn vicariously through others, which can occur with the NPCs and other gamers during the role-play aspect of WOW. Krashen also posited that SLA can occur unconsciously through passive learning activities.  I extrapolate this idea to the passive learning of language functions via gameplay.  Dickey (2007) described the narrative structure of MMORPGs in her typology of quests as follows: bounty, collection, escort, FedEx, goodwill, and messenger.  For example, the bounty quest is an assignment to hunt for certain players or things within the game.  As a subject matter expert in SLA, I could work with script writers to identify the language functions that correlate to each type of quest per character and game level to develop a list of the language functions and their corresponding level of difficulty (beginner, intermediate, advance).  This document would become a curriculum map of language functions for ELLs and could be marketed as an afterschool program to schools and/or to ELLs directly.

MMORPGs make the target language understandable.  MMORPGs provide affordances to make the conversation comprehensible via animation, sound alerts, written rules, NPCs, and other players verbal input and actions. Krashen (1982) posited in his input hypothesis that learners need comprehensible input (i + 1) before moving to a higher level of understanding.  Besides the aforementioned affordances, the story narrative of MMORPGs provide multiple reinforcers to make the input comprehensible. For instance, the narrative structure has a logical sequence of beginning, middle, and end, as well as an appeal to the senses. In a somewhat similar theory, Vygotsky (1978) proposed that all learning takes place at the edge of one’s understanding with the help of others or a support system.  This is known as the zone of proximal development (ZPD). The role-playing aspect of the videogame provides ELLs with an opportunity to go beyond their own ability and access their ZPD with the help of their partners and NPCs within gameplay. Based on these theories, I propose MMORPGs as a way to informally learn a second language during afterschool extracurricular activities.


Bandura, A. (1977). Social learning theory. Oxford, UK: Prentice-Hall.

Dickey, M. (2007).  Game design and learning: A conjectural analysis of how massively multiple online role-playing games (MMORPGs) foster intrinsic motivation.  Educational Technology Research & Development, 55(3), 253-273.  doi:10.1007/s11423-006-9004-7

Krashen, S. (1982).  Principles and practices in second language acquisition.  Oxford, UK: Pergamon Press.

Martin, C., & Steinkuehler, C. (2010).  Collective information literacy in massively multiplayer online games.  E-Learning and Digital Media, 7(4), 355.  doi:10.2304/elea.2010.7.4.355

Vygotsky, L. S. (1978). Mind in society: The development of higher psychological processes. Cambridge, MA: Harvard University Press.

Yahya, N. (2011). English language oral development and instruction. In H. Zainuddin, N. Yahya, C. A. Morales-Jones, & E. N. Whelan Ariza (Eds.) Fundamentals of teaching English to speakers of other languages in K-12 mainstream classrooms (3rd ed) (pp. 151-171).  Dubuque, IA: Kendall Hunt Publishing Company.