Qmqmi0002thematcharchitect by QMerit

The Match | Architect Quality control number: QM-QMI-0002 Version 1.0 - FEB2016 Developed by: QMerit Evangelism and Learning

The Match | Architect 2016 Contents

Introduction to â&#x20AC;&#x153;The Matchâ&#x20AC;? and manual organization ...................................................................................... 2

Navigating QMerit Inc. quality manuals ..................................................................................................................... 3

Maintenance Responsibilities .......................................................................................................................................... 4

Revision History............................................................................................................................................................................... 4

The Match | Architect 2016 A.

Introduction to “The Match” and manual organization QMerit focuses on the most difficult, and the most impactful, resource matching and allocation for the “last mile” of labor – that is, dynamically allocating the very best resources at the time and place needed at the most optimal cost. Our breakthrough approach solves some of the biggest challenges in the delivery and application of a company’s most important assets, it’s “human capital”. This revolutionary design flips over traditional labor assumptions and focuses keenly on qualifications required at the task or project level. Ingredients required to get the right person at the right place become heavily dependent on individual skills across myriad industries and services and the matching of those skills to discrete work activities. Procedures defined within this quality manual, and influenced by ISO 10667 – 2, explore the steps required to create alignment between existing organization norms and future QMerit influenced worker mores. Several different versions of this quality manual exist, deliberately managing the content and the order in which procedures are displayed, have been assembled to address a broad audience. You will find the most comprehensive of these versions is the “alphabetical all in” version; however, we imagine folks will leverage the other versions more frequently. It is important for a quality manual to be a functional and dynamic tool, thus you will note that the majority of the procedures are work instructions (tactical, step by step instructions) and reference documents (examples, sketches). A total 11 versions have been assembled, they are: The Match | alphabetical “all in” ----The Match | architect version The Match | content author version The Match | questions author version The Match | questions editor version The Match | assessments author version The Match | assessments editor version ----The Match | first-time version The Match | memory refresh version The Match | reference version The Match | conditional version This manual is designed to help adopters learn about and unleash the power of skill and labor matching through a Quality Management System (QMS), thus enabling each and every participant to contribute in continually improving business practices to consistently turn out products and services that enhance customer value, conform to customer expectations and increase productivity. This manual is also designed to help QMerit Inc. Customers, Partners, Prospects, and other interested parties understand our commitment to quality and our fundamental beliefs that focus on quality results in our ability to continually meet our customer’s expectations with every customer interaction, product and service that we deliver.

The Match | Architect 2016 In total well over 100 pages of procedures encompassing 14 quality documents and numerous reference documents make up this series of quality manuals all focused on skill and labor matching. A high-level master business process has been included which references several of the quality documents. This is a great reference as you begin to explore this comprehensive collection of informative procedures.

Navigating QMerit Inc. quality manuals Independent sections are pulled together to create one comprehensive collection, also known as a QMerit quality manual. To that end, navigation can be a bit tricky as sections are added and removed to satisfy the requirements of the consumer. One additional wrinkle, what we really see as a huge benefit, is that each of these independent

The Match | Architect 2016 sections may be viewed as unique files not required to be in a collection. This “building block” approach provides the greatest flexibility for the quality practitioner. QMerit Inc. uses a publishing platform named ISSUU. This platform provides an elegant display of content and has some fantastic functions built within. The controls and their benefits:  Left and right of the file: you will notice left and right arrows which can assist you in proceeding forward and backward through the document  Controls along the horizontal bottom edge: o left:  minus and plus sign, zoom in and out o right:  magnifying glass: search across document and navigate by clicking selection  box with little vertical boxes: thumbnail which also allows scrolling left and right  page with edge bent over: toggle between single and multiple pages  double arrowheads: full-screen view At the conclusion of each section a navigation screen will be added that provides links to individual collateral within the current manual and to individual collateral within other associated quality manuals. While these may seem a bit redundant, they are easily bypassed and ensure that the user will never be more than a few clicks from a navigational function.

Maintenance Responsibilities It is the responsibility of the owner or author of this manual to maintain this document. All inquiries and revision requests may be submitted to: qmerit@qmerit.com

Revision History QMS Manual Revision: Original Publication Date: Revision Date:

1.0 Month Day Year February 17, 2015

Revision

Date

Description of Change

Revised By

1.0

02/17/16

Document creation

Greg Lush

The Match | Architect 2016

February 2016 Copyright ÂŠ 2016 by QMerit Inc. 111 Pacifica, Suite 200 Irvine, California 92618 Contact: qmerit@qmerit.com

This document may not, in whole or in part, be copied, photocopied, reproduced, translated, or reduced to other physical or electronic form without prior written consent, in writing from QMerit Inc.

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-3000

BUSINESS UNIT:

QMerit Inc. 111 Pacifica, Suite 200, Irvine, CA 92618

STANDARD TYPE:

Work Instruction

PROCEDURE TITLE: Master business process; “the” Match

AREA: Management Systems TYPE OF PROCEDURE:

Business case dev.

DOCUMENT NUMBER: WI-QMI-3000 REVISION: 1.0

PROCEDURE STATUS

IMPLEMENTED

RELEASED

02/12/16

mm/dd/yy

UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT

1.0 PURPOSE/SCOPE QMerit focuses on the most difficult, and the most impactful, resource matching and allocation for the “last mile” of labor – that is, dynamically allocating the very best resources at the time and place needed at the most optimal cost. Our breakthrough approach solves some of the biggest challenges in the delivery and application of a company’s most important assets, it’s “human capital”. This revolutionary concept flips over traditional labor assumptions and focuses keenly on qualifications required at the task or project level. Ingredients required to get the right person at the right place become heavily dependent on individual skills across myriad industries and services and the matching of those skills to discrete work activities. Procedures defined within this work instruction, and influenced by ISO 10667-2 (assessment service delivery), explore the steps required to create alignment between existing organization norms and future QMerit influenced worker mores. 2.0 RESPONSIBILITIES 2.1 TASK RESPONSIBILITIES QMerit Inc. maintains certain policies to encourage appropriate levels of feedback for workers. It is the responsibility of QMERIT Inc. and its’ clients to implement and operate this procedure in their areas of operation and to:  

Ensure that the SOP and all associated documents, knowledge databases and tools are understood and adopted. Supplement the SOP with Work Instruction as required in order to meet local market needs, Business Unit needs, regulatory requirements, customer preferences and/or proven operating and/or delivery methods.

2.2 APPROVAL / ESCALATION RESPONSIBILITIES It is the responsibility of QMERIT Inc. and its’ clients to implement this SOP Procedure Title: – Master business process; “the” Match

Page 1 of 9

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-3000

The QMerit Inc. CLO is the point of escalation for all matters inquired upon or contested with regards to this policy. 3.0 PROCEDURE (WI STEPS) 3.1 RESEARCH STEP

WHAT

WHEN

COMPETENCY

1. Evangelism, feasibility study, solution design

Discovery phase when first introduced to a new prospect

QMerit and client core discovery and project personnel

Refer to section 5.0

2. Industries, services/roles

Generally the second meeting in the discovery phase

QMerit and client core discovery and project personnel

These items impact the QMerit platform in many respects and should be established during a collaborative planning meeting with members from across the organization

(WHO)

HOW (TOOLS)

WI-QMI-11002 | solution design

Refer to section 5.0

3. Work and call types

Starts with the second meeting, will likely require some research gathering, and may take several subsequent meetings

QMerit and client core discovery and project personnel

WI-QMI-11003 | skill and labor matching Start with your existing list of things people do every day. Optimize and socialize to establish the most accurate representation of work being performed within your organization. Often this can be overwhelming, consider leveraging a job task analysis to help with prioritization. Refer to section 5.0

4. Learning content inventory and assessment

You should not start this without the previous three steps completed. Also, this is the first pass, you will gain additional perspective after completion of the

Procedure Title: – Master business process; “the” Match

QMerit and client core discovery and project personnel

WI-QMI-1000 | configuration; JTA Based on the industries, services, and work types you should create a matrix that starts to assess what learning you currently have available which aligns to your first pass learning matrix. Refer to section 5.0

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QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-3000

STEP

WHAT

WHEN

COMPETENCY (WHO)

competency models are constructed (3.2.5)

HOW (TOOLS) SOP-QMI-1005 | content management

3.2 Align STEP

WHAT

1. Skills matching; skill levels by role

WHEN

COMPETENCY

HOW (TOOLS)

Post contract signing and in conjunction with labor matching exercise (3.2.2)

QTAS owner and subject matter experts (client)

Qualifying individuals against the recently established industry, service, [skill matrix] (3.1.4)

(WHO)

Refer to section 5.0

2. Labor matching; skill levels by type

Post contract signing and in conjunction with skill matching exercise (3.2.1)

QTAS owner and subject matter experts (client)

WI-QMI-11003 | skill and labor matching Qualifying work activity types against the recently established industry, service, [skill matrix] (3.1.4) Refer to section 5.0

3. Competency modeling; focused and foundational

Post contract signing | Important step prior to entering the QTAS actions (3.2.5)

QTAS owner and subject matter experts (client)

Prior to any content creation learning models will provide a roadmap related to specific skills required.

WI-QMI-11003 | skill and labor matching Armed with the solution design (business benefits), the work types (worker actions), balanced with the skill and labor matching criteria it should be straightforward to identify competency models. Identification of foundational competencies and promotion of those two focused competencies will be illustrated on the model. Refer to section 5.0 SOP-QMI-1003 | learning models

4. Learning content

After all three steps in section 3.2 have been executed

Procedure Title: – Master business process; “the” Match

QTAS owner and subject matter experts (client)

Create a high-level matrix that will be leveraged in subsequent work Page 3 of 9

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-3000

STEP

WHAT

WHEN

COMPETENCY

HOW (TOOLS)

QTAS owner and subject matter experts (client)

instructions. Matrix will include; models, skill levels by role, work activity types, available content (yes/no), title of content. Several quality documents within this quality manual address this particular step.

(WHO)

aggregation and publishing

5. Questions, topics, assessments, scheduling (Q TAS)

Post 3.2.4

Refer to section 5.0 Consider starting with these instructions first: 1) WI-QMI-11000 | master business process; QTAS 2) WI-QMI-51003 | configuration; QTAS

3.3 ITERATE STEP

WHAT

1. Skill and labor matching data

WHEN

COMPETENCY

HOW (TOOLS)

Subsequent to your first pass at entering information into QTAS

QTAS owner and subject matter experts (client)

Conduct a meeting with the mentors and advocates within your organization’s communities. Present the JTA (if used 3.1.3), skill matrix (3.2.2), competency models (3.2.3), and have your learning engine open.

(WHO)

Walk through the skill categories and reference individual workers. Take your work and call types (3.1.3) and compare the skills required for these activities against your communities’ skills.

2. Competency modeling data

Immediately following the creation of your

Procedure Title: – Master business process; “the” Match

QTAS owner and subject matter experts (client)

The goal is to leverage the skill diversity of individuals and create the best match for labor allocation. Representatives across your organization’s disciplines should be gathered to review and iterate your

Page 4 of 9

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-3000

STEP

WHAT

WHEN

COMPETENCY (WHO)

competency models (3.2.3)

3. QU QTAS data; via subject matter experts

If you have deployed experimental questions in your assessments, then use this information.

HOW (TOOLS) foundational competencies.

QTAS owner and subject matter experts (client)

If not, wait for the first group to run through your learning and assessment content.

Establish which competencies are focused by comparing these to your organizations strategic objectives. Focused competencies can change year over year, however will pull from the foundational competency list. Leverage the reports that come with either your assessment or learning management engine. These reports will provide perspective on your questions, topics, and assessment logic. If your learning content is tied to a tool that can track hits take a look at this information as well.

3.4 Deliver STEP

WHAT

1. Assessments scheduling and access rights

2. Learning content publishing

WHEN This is the final step and should occur once you have solid content that has been socialized with many

Prior to scheduling assessments if your feedback ties back

Procedure Title: – Master business process; “the” Match

COMPETENCY (WHO)

QTAS owner and subject matter experts (client)

HOW (TOOLS) Scheduling is important, it should try to avoid conflict windows within your organization. For instance, scheduling assessments during month end close for an accounting department will create unnecessary load. Access rights | Individuals should see only what they need to see when they need to see it. Presenting too much information will overwhelm and demotivate the participant. A few things to consider when publishing content: 1. make the content easy to access, if it

Page 5 of 9

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-3000

STEP

WHAT

WHEN

COMPETENCY (WHO)

to learning content (hopefully so)

HOW (TOOLS) does not need to be private lean towards public 2. use tools that provide usage metrics as a feature 3. if URLs, consider shortening tools which allow you to create logical names (bit.ly) Refer to section 5.0

3. Content list; by role; by organization

4. Collaboration (post assessment); by organization

Within two weeks after first deployment

Same day as the first scheduled assessment

QTAS owner and subject matter experts (client)

SOP-QMI-1005 | content management Outcomes based education models commonly drive participants to learning content via feedback and outcomes. Thus, it is difficult for a participant to see a summarized list of learning materials. Publish a matrix organized by competency model name and defined by skill groups; fundamental, proficient, expert. Provide the media type, the length (if video), a brief description and a link to access. Consider the use of forums or OneNote Gathering feedback immediately following an assessment experience is important for both the contributor and the consumer. Consider organizing this information by topic name in your QTAS process. Easy to access threaded content tools work best (blogs, Yammer, OneNote)

4.0 SPECIAL DEFINITIONS Procedure Title: – Master business process; “the” Match

Page 6 of 9

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-3000

THE FOLLOWING TERMS ARE REFERRED TO IN THIS STANDARD; TO VIEW THE DEFINITION OF EACH TERM PLEASE CLICK ON THE LEXICON LIBRARY LINK: LEXICON LIBRARY TERM Assessment Blogs CLO Feedback OneNote Outcome-based education QTAS Scheduling Standard Operating Procedure (SOP) Topic Work instruction (WI) Yammer

5.0 ASSOCIATED REFERENCE DOCUMENTS THE FOLLOWING DOCUMENTS PROVIDE ADDITIONAL INFORMATION (ALL URLS ARE UNDERSCORED TOGETHER): DOCUMENT NAME R-WI-QMI-3000 | (example) trainers should R-WI-QMI-11001 | competency model R-WI-QMI-11001 | (example) feasibility study R-WI-QMI-11001 | (example) learning alignment R-WI-QMI-11001 | outcomes based education WI-QMI-11002 | solution design WI-QMI-4000 | skill and labor matching WI-QMI-1000 | configuration; JTA SOP-QMI-1005 | content management SOP-QMI-1003 | learning models WI-QMI-11000 | master business process; QTAS WI-QMI-51003 | configuration; QTAS

LOCATION http://bit.ly/R_WI_QMI_3000_TrainersShould http://bit.ly/R_WI_QMI_11001_CompetencyMo del http://bit.ly/R_WI_QMI_11001_FeasibilityStudy http://bit.ly/R_WI_QMI_11001_LearningAlignm ent http://bit.ly/R_WI_QMI_11001_OutcomesBased Edu http://bit.ly/WIQMI11002 http://bit.ly/WIQMI4000 http://bit.ly/WIQMI1000 http://bit.ly/SOPQMI1005 http://bit.ly/SOPQMI1003 http://bit.ly/WIQMI11000 http://bit.ly/WIQMI51003

6.0 ASSOCIATED KNOWLEDGE DATABASE THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION:

Procedure Title: – Master business process; “the” Match

Page 7 of 9

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-3000

KNOWLEDGE DATABASE

LOCATION

7.0 ASSOCIATED TOOLS THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD: ASSOCIATED TOOLS QMerit Lexicon Library

LOCATION http://bit.ly/QMeritLexiconLibrary

8.0 REVISION HISTORY REVISION (X.X) DATE OF LAST REVISION

1.0 02/16/16

LAST APPROVAL DATE

02/11/16

(MM/DD/YY) (MM/DD/YY)

DOCUMENT AUTHOR: Greg Lush

DOCUMENT MANAGER: Greg Lush

REASON FOR CHANGE:

SECTION / PARAGRAPH CHANGED

Revision

1.0

All

CHANGE MADE

Initial entry of document

DATE OF REVISION MM/DD/YY

02/11/16

9.0 ELECTRONIC NOTIFICATION LIST: ELECTRONIC NOTIFICATIONS VP Technical Services VP Sales VP Engineering 10.0

APPROVALS

PLEASE GO TO THE LINK BELOW FOR THE ELECTRONIC RECORD OF THE REVIEW AND APPROVAL OF THIS POLICY. LOGIN TO VIEW FIRST APPROVER NAME: GREG LUSH BUSINESS UNIT: QMERIT INC. TITLE: CLO

SECOND APPROVER NAME: TRACY PRICE BUSINESS UNIT: QMERIT INC. TITLE: CEO AND CHAIRMAN

Procedure Title: – Master business process; “the” Match

THIRD APPROVER NAME: BUSINESS UNIT: QMERIT INC. TITLE:

Page 8 of 9

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-3000

SIGNATURE: ELECTRONIC APPROVAL

SIGNATURE:

DOCUMENT HISTORY SECTION: Document Created on 02/11/16 by Greg Lush Edits and URLs on 02/16/16 by Greg Lush

Procedure Title: – Master business process; “the” Match

Page 9 of 9

Links | manuals (numerical) and procedures (alpha) Saturday, February 13, 2016

9:55 AM

----Master NUMERICAL list (quality manuals

number the match; alphabetical all in

QMQMI0001TheMatch

the match; architect version

QMQMI0002TheMatchArchitect

description

link

this manual contains all of the quality documents and their http://bit.ly/QmQmi0001 associated reference documents in alphabetical order by the name. fundamental design and hierarchical configuration elements

http://bit.ly/QmQmi0002

the match; content author version

QMQMI0003TheMatchContentAuthor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0003

the match; content editor version

QMQMI0004TheMatchContentEditor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0004

the match; questions author version the match; questions editor version

QMQMI0005TheMatchQuestionsAuthor

configuration and testing of questions

http://bit.ly/QmQmi0005

QMQMI0006TheMatchQuestionsEditor

configuration and testing of questions

http://bit.ly/QmQmi0006

the match; assessments author version

QMQMI0007TheMatchAssessmentsAuthor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0007

the matching; assessments editor version

QMQMI0008TheMatchAssessmentsEditor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0008

if this is your first time, this is the manual for you

http://bit.ly/QmQmi0009

similar to first time; however, includes additional tactical elements

http://bit.ly/QmQmi0010

mostly action based procedures, these are commonly reference and include all of the "configuration" based work instructions

http://bit.ly/QmQmi0011

only if conditions require, smallest of all quality manual collections

http://bit.ly/QmQmi0012

the match; first-time version the match; memory refresh version

the match; reference version the match; conditional version

QMQMI0009TheMatchFirstTime QMQMI0010TheMatchMemoryRefresh

QMQMI0011TheMatchReference QMQMI0012TheMatchConditional

----Master ALPHA list (procedures) number

description

link

configuration; assessments

WI-QMI-51005

Assessments from inception to delivery, detailed approach for the most important of steps in QTAS

http://bit.ly/WiQmi51005

configuration; job task analysis

WI-QMI-1000

Detailed steps regarding preparing for and executing a job task analysis

http://bit.ly/WiQmi1000

configuration; questions

WI-QMI-51004

Specific details regarding questions and their configuration; regardless of assessment or learning

http://bit.ly/WiQmi51004

configuration; QTAS

WI-QMI-51003

First of the configuration procedures and for some may provide enough information

http://bit.ly/WiQmi51003

configuration; topics

WI-QMI-51006

Specific details regarding topics and their configuration; regardless of assessment or learning engine

http://bit.ly/WiQmi51006

content management

SOP-QMI-1005

Contribution and consumption of content guidelines and best practices

http://bit.ly/SopQmi1005

feedback; QTAS

SOP-QMI-1000

Guidelines and best practices for feedback at the question, topic and assessment level

http://bit.ly/SopQmi1000

learning models

SOP-QMI-1003

Points of consideration regarding the creation of learning models within an organization

http://bit.ly/SopQmi1003

master business process; QTAS

WI-QMI-11000

Good to be proceeded by WI-QMI-3000, this instruction goes over http://bit.ly/WiQmi11000 the holistic design of questions, topics, assessments and scheduling (QTAS)

master business process; "the" Match

WI-QMI-3000

Overview of the entire process from skill and labor match to qualification via the assessment (s)

metadata; QTAS

WI-QMI-51001

http://bit.ly/WiQmi3001 http://bit.ly/WiQmi51001

Considerations regarding the use of Metadata across your QTAS environment outcomes; QTAS

SOP-QMI-1001

Guidelines and best practices for outcomes at the question, topic and assessment level

http://bit.ly/SopQmi1001

skill and labor matching

WI-QMI-4000

Two exercises specific to skill and labor matching with an output of a "activity alignment matrix"

http://bit.ly/WiQmi4000

solution design

WI-QMI-0100

Translation of a prospects requirements into objectives and benefits

http://bit.ly/WiQmi0100

Planning Page 1

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51003

BUSINESS UNIT:

QMerit Inc. 111 Pacifica, Suite 200, Irvine, CA 92618

STANDARD TYPE:

Work Instruction

PROCEDURE TITLE: Configuration; QTAS

AREA: Products and Services TYPE OF PROCEDURE:

Learning; Formal

DOCUMENT NUMBER: WI-QMI-51003 REVISION: 1.0

PROCEDURE STATUS

IMPLEMENTED

RELEASED

02/09/16

mm/dd/yy

UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT

1.0 PURPOSE/SCOPE You will find details and challenging questions to assist you in creating the perfect assessments which assist you in your ambitions of connecting resources to work activities. It is recommended that this work instruction be referenced AFTER you have read and have your head around WI-QMI-11000 | Master business process; QTAS. Details provided include readiness; planning; authoring; assembling; pilot and review; and my favorite: gotime. Don’t forget to check out Section 5.0 as there are MANY references to other quality documents which will fill in the gaps. 2.0 RESPONSIBILITIES 2.1 TASK RESPONSIBILITIES QMerit Inc. maintains certain policies to encourage appropriate levels of feedback for workers. It is the responsibility of QMERIT Inc. and its’ clients to implement and operate this procedure in their areas of operation and to:  

2.2 APPROVAL / ESCALATION RESPONSIBILITIES It is the responsibility of QMERIT Inc. and its’ clients to implement this SOP The QMerit Inc. CLO is the point of escalation for all matters inquired upon or contested with regards to this policy. Procedure Title: – Configuration; QTAS

Page 1 of 9

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51003

3.0 PROCEDURE (WI STEPS) 3.1 READINESS STEP WHAT 1. Graphic showing questions, topics, assessments, and assessment folders

2. Assess templates and potential personalization

WHEN Keep handy while going through the steps below to keep you grounded on the overall process

COMPETENCY (WHO) QTAS owner and subject matter experts (client)

Prior to any configuration steps

QMerit and client core discovery and project personnel

HOW (TOOLS) Refer to section 5.0 PRINT: SKETCH | R1-WI-QMI-11000 | Overview of QTAS (high level) Refer to section 6.0 QuestionMark manual

3.2 Planning STEP WHAT 1. OPTION: job task analysis survey

2. Item bank

WHEN Once you have scoped the initial questions and topics you will need to align learning content. Often this may be overwhelming, using a job task analysis can help focus your efforts on what the community requires. After topics have been established

COMPETENCY (WHO) QTAS owner and subject matter experts (client)

HOW (TOOLS) Refer to section 5.0 WI-QMI-51007 | configuration; JTA SOP-QMI-1005 | content management

QTAS owner and subject matter experts (client)

WI-QMI-51006 3.2.13.2.3

Refer to section 7.0 Access authoring environment ----Refer to section 5.0 WI-QMI-51005 | configuration; assessments

3. Meta-tag questions

Procedure Title: â&#x20AC;&#x201C; Configuration; QTAS

Questions can be configured and easily associated with meta-

QTAS owner and subject matter experts (client)

WI-QMI-51006 | configuration; topics Refer to section 7.0

Page 2 of 9

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51003

STEP

WHAT

4. Establish access rights

5. OPTION: localization

WHEN tags containing task knowledge, skills or data references

Questions, topics, assessments, assessment folders, can all be individually secured to control access for authors and participants

COMPETENCY (WHO)

QTAS owner and subject matter experts (client)

Interacting with learning content in oneâ&#x20AC;&#x2122;s native language will increase knowledge transfer

QTAS owner and subject matter experts (client)

WHEN Once your preliminary planning is completed

COMPETENCY (WHO) QTAS owner and subject matter experts (client)

HOW (TOOLS) Access authoring environment ----Refer to section 5.0: WI-QMI-51004 | configuration; questions Refer to section 7.0 Access authoring environment ----Refer to section 5.0: WI-QMI-11000 | master business process; QTAS Refer to section 6.0 QuestionMark manual

3.3 Authoring STEP WHAT 1. Author questions, topics, assessments

HOW (TOOLS) Refer to section 7.0 Access authoring environment ----Refer to section 5.0

2. Add relevant stimulus

Procedure Title: â&#x20AC;&#x201C; Configuration; QTAS

Questions have more meaning by making them come to life with video, audio and even mathematical equations

QTAS owner and subject matter experts (client)

Configuration work instructions 51004 through 51006 Refer to section 7.0 Access authoring environment ----Refer to section 5.0 Page 3 of 9

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51003

STEP

WHAT

3. OPTION: O observational P items T I O n

4. Question iterations

5. Question management

WHEN

COMPETENCY (WHO)

Sometimes it is hard to determine if you are on the right track, especially with questions and assessments. Consider using observational assessments during the process to gauge the relevance of your direction

QTAS owner and subject matter experts (client)

The review cycle questions, topics, and assessments is important and in some cases can provide valuable and defensible legal data Once the initial questions have been created a maintenance schedule should be established.

QTAS owner and subject matter experts (client)

HOW (TOOLS) WI-QMI-51004 | configuration; questions Refer to section 7.0 Access authoring environment ----Refer to section 5.0 WI-QMI-51005 | configuration; assessments Refer to section 7.0 Access authoring environment

Relevance is key, make sure that you identify those questions requiring updates and potential retirement Refer to section 7.0 Access authoring environment ----Refer to section 5.0 WI-QMI-51004 | configuration; questions

3.4 Assembling STEP WHAT 1. Selection of questions

Procedure Title: â&#x20AC;&#x201C; Configuration; QTAS

WHEN How will questions be delivered? Rules based or random selection?

COMPETENCY (WHO) QTAS owner and subject matter experts (client)

HOW (TOOLS) Refer to section 7.0 Access authoring Page 4 of 9

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51003

STEP

WHAT

2. Topic details

WHEN Random selection is always good as it prevents the passing of answers to other participants; however, requires additional questions in the item bank Passing scores of the topic pre-requisites (if applicable)

COMPETENCY (WHO)

QTAS owner and subject matter experts (client)

WI-QMI-51004 | configuration; questions Refer to section 7.0 Access authoring environment ----Refer to section 5.0

Overall topic scoring and feedback. Multiple topics can be blended into a single assessment whose outcomes can balance the priority of one topic over another

3. OPTION: time limit

HOW (TOOLS) environment ----Refer to section 5.0

WI-QMI-51006 | configuration; topics

Very helpful with certification testing; however, may be overkill with other forms of assessments. You are seeking knowledge transfer and encouraging participants to “want to learn”, time limits can create stress

QTAS owner and subject matter experts (client)

WHEN Target communities and specific questions to solicit: comments, suggested modifications, restructuring from subject matter experts (expand past your community or SME contributors)

COMPETENCY (WHO) QTAS owner and subject matter experts (client)

SOP-QMI-1000 | feedback; QTAS Refer to section 7.0 Access authoring environment ----Refer to section 5.0 WI-QMI-51005 | configuration; assessments

3.5 Pilot and review STEP WHAT 1. Question iterations

Procedure Title: – Configuration; QTAS

HOW (TOOLS) Refer to section 7.0 Access authoring environment ----Refer to section 5.0 WI-QMI-51004 | configuration; questions

Page 5 of 9

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51003

STEP WHAT 2. Assessment trials

3. OPTION: Experimental questions

WHEN Consider sending the assessment to a group of pilot users. Questions with high levels of relevance will create credibility

COMPETENCY (WHO) QTAS owner and subject matter experts (client)

HOW (TOOLS) Refer to section 7.0 Access authoring environment ----Refer to section 5.0 WI-QMI-51005 | configuration; assessments WI-QMI-51004 | configuration; questions

It is possible to test questions within assessments without impacting scores. Consider with unsure or complex topics

QTAS owner and subject matter experts (client)

WHEN After the assessment has been assembled consideration should be made to ensure its integrity once delivered:

COMPETENCY (WHO) QTAS owner and subject matter experts (client)

HOW (TOOLS) Refer to section 5.0

QTAS owner and subject matter experts (client)

Refer to section 5.0

3.6 Go-time STEP WHAT 1. Assessment integrity

WI-QMI-51005 | configuration; assessments

Configure the “save-asyou-go” frequency to avoid data loss during assessment for participant If a re-take occurs, will you present the same or different questions?

2. Assessment delivery

Procedure Title: – Configuration; QTAS

Do you need to ensure the person taking the assessment is the person assigned? Consider secure browsers or participant identification measures Considerations and configuration options BEFORE scheduling assessments:

WI-QMI-51005 | configuration;

Page 6 of 9

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51003

STEP

WHAT

WHEN How will participants interact? Browser stationary computer, Browser mobile device, print, scanning (fill in the bubbles)

COMPETENCY (WHO)

HOW (TOOLS) assessments

Are disabilities accounted for? Will results need to be launched / tracked from other transactional systems of record? If a re-take occurs, will a time limit be implemented before retake happens?

4.0 SPECIAL DEFINITIONS THE FOLLOWING TERMS ARE REFERRED TO IN THIS STANDARD; TO VIEW THE DEFINITION OF EACH TERM PLEASE CLICK ON THE LEXICON LIBRARY LINK: LEXICON LIBRARY TERM Assessment CLO Feedback Outcome-based education QTAS Scheduling Subject matter expert (SME) Standard Operating Procedure (SOP) Topic Work instruction (WI)

5.0 ASSOCIATED REFERENCE DOCUMENTS THE FOLLOWING DOCUMENTS PROVIDE ADDITIONAL INFORMATION: DOCUMENT NAME SKETCH | R1-WI-QMI-11000 | Overview of QTAS (high level) WI-QMI-11000 | master business process; QTAS

Procedure Title: â&#x20AC;&#x201C; Configuration; QTAS

LOCATION http://bit.ly/R1_WI_11000_SketchQtasOverview http://bit.ly/WIQMI11000

Page 7 of 9

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51003

LOCATION http://bit.ly/WIQMI1000 http://bit.ly/SOPQMI1005 http://bit.ly/WIQMI51005 http://bit.ly/WIQMI51004 http://bit.ly/WIQMI51006 http://bit.ly/WIQMI51000 http://bit.ly/SOPQMI1000

6.0 ASSOCIATED KNOWLEDGE DATABASE THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION: KNOWLEDGE DATABASE QuestionMark V5 QMerit marked up manual

LOCATION http://bit.ly/R_WI_11000_QuestionMarkV5Marked UpManual http://ondemand.questionmark.com/home/402385

QuestionMark authoring environment

7.0 ASSOCIATED TOOLS THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD: ASSOCIATED TOOLS QMerit Lexicon Library

LOCATION http://bit.ly/QMeritLexiconLibrary

8.0 REVISION HISTORY REVISION (X.X) DATE OF LAST REVISION

1.0 02/16/16

LAST APPROVAL DATE

02/09/16

(MM/DD/YY) (MM/DD/YY)

DOCUMENT AUTHOR: Greg Lush

DOCUMENT MANAGER: Greg Lush

REASON FOR CHANGE:

SECTION / PARAGRAPH CHANGED

Revision

1.0

All

Procedure Title: – Configuration; QTAS

CHANGE MADE

Initial entry of document

DATE OF REVISION MM/DD/YY

02/09/16

Page 8 of 9

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51003

9.0 ELECTRONIC NOTIFICATION LIST: ELECTRONIC NOTIFICATIONS VP Technical Services VP Sales VP Engineering 10.0

APPROVALS

PLEASE GO TO THE LINK BELOW FOR THE ELECTRONIC RECORD OF THE REVIEW AND APPROVAL OF THIS POLICY. LOGIN TO VIEW FIRST APPROVER NAME: GREG LUSH BUSINESS UNIT: QMERIT INC. TITLE: CLO SIGNATURE: ELECTRONIC APPROVAL

SECOND APPROVER NAME: TRACY PRICE BUSINESS UNIT: QMERIT INC. TITLE: CEO AND CHAIRMAN SIGNATURE: ELECTRONIC APPROVAL

THIRD APPROVER NAME: BUSINESS UNIT: QMERIT INC. TITLE: SIGNATURE:

DOCUMENT HISTORY SECTION: Document Created on 02/09/16 by Greg Lush Edits and URLs on 02/16/16 by Greg Lush

Procedure Title: – Configuration; QTAS

Page 9 of 9

Links | manuals (numerical) and procedures (alpha) Saturday, February 13, 2016

9:55 AM

----Master NUMERICAL list (quality manuals

number the match; alphabetical all in

QMQMI0001TheMatch

the match; architect version

QMQMI0002TheMatchArchitect

description

link

http://bit.ly/QmQmi0002

the match; content author version

QMQMI0003TheMatchContentAuthor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0003

the match; content editor version

QMQMI0004TheMatchContentEditor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0004

the match; questions author version the match; questions editor version

QMQMI0005TheMatchQuestionsAuthor

configuration and testing of questions

http://bit.ly/QmQmi0005

QMQMI0006TheMatchQuestionsEditor

configuration and testing of questions

http://bit.ly/QmQmi0006

the match; assessments author version

QMQMI0007TheMatchAssessmentsAuthor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0007

the matching; assessments editor version

QMQMI0008TheMatchAssessmentsEditor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0008

if this is your first time, this is the manual for you

http://bit.ly/QmQmi0009

similar to first time; however, includes additional tactical elements

http://bit.ly/QmQmi0010

mostly action based procedures, these are commonly reference and include all of the "configuration" based work instructions

http://bit.ly/QmQmi0011

only if conditions require, smallest of all quality manual collections

http://bit.ly/QmQmi0012

the match; first-time version the match; memory refresh version

the match; reference version the match; conditional version

QMQMI0009TheMatchFirstTime QMQMI0010TheMatchMemoryRefresh

QMQMI0011TheMatchReference QMQMI0012TheMatchConditional

----Master ALPHA list (procedures) number

description

link

configuration; assessments

WI-QMI-51005

Assessments from inception to delivery, detailed approach for the most important of steps in QTAS

http://bit.ly/WiQmi51005

configuration; job task analysis

WI-QMI-1000

Detailed steps regarding preparing for and executing a job task analysis

http://bit.ly/WiQmi1000

configuration; questions

WI-QMI-51004

Specific details regarding questions and their configuration; regardless of assessment or learning

http://bit.ly/WiQmi51004

configuration; QTAS

WI-QMI-51003

First of the configuration procedures and for some may provide enough information

http://bit.ly/WiQmi51003

configuration; topics

WI-QMI-51006

Specific details regarding topics and their configuration; regardless of assessment or learning engine

http://bit.ly/WiQmi51006

content management

SOP-QMI-1005

Contribution and consumption of content guidelines and best practices

http://bit.ly/SopQmi1005

feedback; QTAS

SOP-QMI-1000

Guidelines and best practices for feedback at the question, topic and assessment level

http://bit.ly/SopQmi1000

learning models

SOP-QMI-1003

Points of consideration regarding the creation of learning models within an organization

http://bit.ly/SopQmi1003

master business process; QTAS

WI-QMI-11000

Good to be proceeded by WI-QMI-3000, this instruction goes over http://bit.ly/WiQmi11000 the holistic design of questions, topics, assessments and scheduling (QTAS)

master business process; "the" Match

WI-QMI-3000

Overview of the entire process from skill and labor match to qualification via the assessment (s)

metadata; QTAS

WI-QMI-51001

http://bit.ly/WiQmi3001 http://bit.ly/WiQmi51001

Considerations regarding the use of Metadata across your QTAS environment outcomes; QTAS

SOP-QMI-1001

Guidelines and best practices for outcomes at the question, topic and assessment level

http://bit.ly/SopQmi1001

skill and labor matching

WI-QMI-4000

Two exercises specific to skill and labor matching with an output of a "activity alignment matrix"

http://bit.ly/WiQmi4000

solution design

WI-QMI-0100

Translation of a prospects requirements into objectives and benefits

http://bit.ly/WiQmi0100

Planning Page 1

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-11000

BUSINESS UNIT:

QMerit Inc. 111 Pacifica, Suite 200, Irvine, CA 92618

STANDARD TYPE:

Work Instruction

PROCEDURE TITLE: Master business process; QTAS

AREA: Products and Services TYPE OF PROCEDURE:

HR and Learning

DOCUMENT NUMBER: WI-QMI-11000 REVISION: 1.0

PROCEDURE STATUS

IMPLEMENTED

RELEASED

02/09/16

mm/dd/yy

UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT

1.0 PURPOSE/SCOPE Two sets of procedures are presented within this work instruction; preparing for configuration; and high level configuration steps. It will enable organizations to become more effective users of assessments making better “skill to task” decisions and enhancing the potential, well-being and worker – organization fit of all of their labor resources. This guidance will promote the provision of standardized, appropriate, and equitable delivery of assessment services to assess participants. Questions, tasks, assessments, and scheduling are all critical components of an outcome based educational delivery mechanism. Careful consideration of the preparation steps is vital in ensuring that your delivered assessments are relevant and trustworthy. 2.0 RESPONSIBILITIES 2.1 TASK RESPONSIBILITIES QMerit Inc. maintains certain policies to encourage appropriate levels of feedback for workers. It is the responsibility of QMERIT Inc. and its’ clients to implement and operate this procedure in their areas of operation and to:  

2.2 APPROVAL / ESCALATION RESPONSIBILITIES It is the responsibility of QMERIT Inc. and its’ clients to implement this SOP

Procedure Title: – Master business process; QTAS

Page 1 of 8

CONTROLLED DOCUMENT: WI-QMI-11000

QMS STANDARDS

The QMerit Inc. CLO is the point of escalation for all matters inquired upon or contested with regards to this policy. 3.0 PROCEDURE (WI STEPS) 3.1 PREPARING FOR QTAS CONFIGURATION STEP WHAT 1. Roles established within organization

2. Create competency models

3. Whiteboard: learning objectives

WHEN “the” Match generates core hierarchal elements of the QMerit platform. Roles, depending upon the client, may be referred to as “services”

COMPETENCY (WHO) QMerit and Client core discovery and project personnel

HOW (TOOLS) Refer to section 5.0

In many cases the competency model may be the same as the role with additional metadata This process will be repeated again at the assessment level; however, a holistic mapping of your organization’s objectives which will apply across all assessments should be established

QMerit and Client core discovery and project personnel

Refer to section 5.0

QMerit and Client core discovery and project personnel

Focused competencies will leverage these objectives as well

4. Whiteboard: topics

Considering the correlation between the role and model begin formulating thoughts on topics

QMerit and Client core discovery and project personnel

5. Whiteboard: assessments

Take into consideration the role, model, and the topics to establish your first pass at logical assessment names. See WI-QMI-51005

QMerit and Client core discovery and project personnel

Procedure Title: – Master business process; QTAS

WI-QMI-11001 | Master business process; ”the” Match

SOP-QMI-1003 | learning models Each of the meeting participants provide three objectives by individually noting them. Once completed have objectives read and show them on the whiteboard for merging and establishing the three to five focused objectives. Start at the highest level (top five). Consider taking bits of paper, jot down all of the related topics. Layout, combine, optimize, prioritize List the names of your assessments, at least what you believe they will be at this point. Keep in mind until

Page 2 of 8

CONTROLLED DOCUMENT: WI-QMI-11000

STEP

WHAT

6. Whiteboard: assessment objectives

QMS STANDARDS

WHEN (configuration; assessments) for naming taxonomy

COMPETENCY (WHO)

Once assessments have been defined

QMerit and Client core discovery and project personnel

HOW (TOOLS) the assessments are added to the learning system you have a bunch of flexibility You may follow the process as defined in step three; however, as these are specific to a particular assessment coming up with three per person may be challenging

3.2 HIGH LEVEL QTAS CONFIGURATION STEPS STEP WHAT 1. Create topics folder

WHEN Must be created prior to creating topics. Topic folders set the sub-structure.

COMPETENCY (WHO) QTAS owner (QMerit and client)

HOW (TOOLS) Refer to section 7.0 Access authoring environment Reference “topics” inside of Lexicon Library ----Refer to section 6.0 QuestionMark manual ----Refer to section 5.0

2. Create topics

Once questions have been organized and high level associations to topics established. Topics may have subtopics as well. Questions and Topics have “many-to-many”

Procedure Title: – Master business process; QTAS

QTAS owner (QMerit and client)

WI-QMI-51006 | configuration; topics Refer to section 7.0 Access authoring environment Reference “topics” inside of Lexicon Library

Page 3 of 8

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-11000

STEP

WHAT

3. Create questions

4. Question outcome and feedback

WHEN relationships

In order to create a question, the topic must be created. Questions may reference multiple topics (may be moved around required)

Once you have your questions neatly organized into topics it is time to consider how these questions have impact.

COMPETENCY (WHO)

QTAS owner and subject matter experts (client)

6. Create assessments folder

Step back up a level now that you have outcomes and feedback complete for individual questions and consider how these topics will influence the participant

Must be created prior to creating

Procedure Title: â&#x20AC;&#x201C; Master business process; QTAS

QuestionMark manual Refer to section 7.0 Access authoring environment ----Question relevance builds trust, trust builds motivation to learn. ----Refer to section 5.0

QTAS owner and subject matter experts (client)

Go back through your questions and begin adding outcomes and feedback 5. Topic outcomes

HOW (TOOLS) ----Refer to section 6.0

QTAS owner and subject matter experts (client)

QTAS owner (QMerit and client)

View WI-QMIâ&#x20AC;&#x201C; 51004 | configuration; questions Refer to section 7.0 Access authoring environment ----Refer to section 5.0 WI-QMI-51004 | configuration; questions Refer to section 7.0 Access authoring environment ----Refer to section 5.0 WI-QMI-51006 | configuration; topics Refer to section 7.0

Page 4 of 8

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-11000

STEP

WHAT

WHEN assessments. Folders provide the ability to isolate access rights.

COMPETENCY (WHO)

HOW (TOOLS) Access authoring environment Reference “topics” inside of Lexicon Library ----Refer to section 6.0

7. Create assessments

8. Publish assessments

9. Schedule assessments

Now that the questions and topics are all assembled, it is time to insert these (one or many) into an assessment.

As with questions, it is always good to test the assessments prior to publishing. However, the best test is once their published. Until assessments are scheduled they cannot be viewed. You may consider creating a fake user for test taking. Once assessments are published and tested it is time for the final step, scheduling. My preference is to use the web based scheduling as opposed to sending email. Keep in mind that consistency leads to more efficient knowledge transfer, teaching participants to

Procedure Title: – Master business process; QTAS

QTAS owner and subject matter experts (client)

QuestionMark manual Refer to section 7.0 Access authoring environment ----Refer to section 5.0

QTAS owner and subject matter experts (client)

WI-QMI-51005 | configuration; assessment Refer to section 7.0 Access authoring environment ----Refer to section 5.0 WI-QMI-51005 | configuration; assessment Refer to section 7.0 Access authoring environment ----Refer to section 5.0 WI-QMI-51005 | configuration; assessment

Page 5 of 8

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-11000

STEP

WHAT

WHEN self-serve is worth the initial inconvenience.

COMPETENCY (WHO)

HOW (TOOLS)

4.0 SPECIAL DEFINITIONS THE FOLLOWING TERMS ARE REFERRED TO IN THIS STANDARD; TO VIEW THE DEFINITION OF EACH TERM PLEASE CLICK ON THE LEXICON LIBRARY LINK: LEXICON LIBRARY TERM Assessment CLO CLO insights Feedback Outcome-based education QTAS Scheduling Standard Operating Procedure (SOP) Topic Work instruction (WI)

LOCATION http://bit.ly/R1_WI_11000_SketchQtasOverview http://bit.ly/WIQMI3000 http://bit.ly/WIQMI1003 http://bit.ly/WIQMI51005 http://bit.ly/WIQMI51004 http://bit.ly/WIQMI51006 http://bit.ly/R2_WI_11000_CLOInsights http://bit.ly/WIQMI51003

6.0 ASSOCIATED KNOWLEDGE DATABASE THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION: KNOWLEDGE DATABASE QuestionMark V5 QMerit marked up manual

Procedure Title: – Master business process; QTAS

LOCATION http://bit.ly/R_WI_11000_QuestionMarkV5Marked

Page 6 of 8

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-11000

KNOWLEDGE DATABASE

LOCATION UpManual

7.0 ASSOCIATED TOOLS THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD: ASSOCIATED TOOLS QMerit Lexicon Library QuestionMark authoring environment

LOCATION http://bit.ly/QMeritLexiconLibrary http://ondemand.questionmark.com/home/402385

8.0 REVISION HISTORY REVISION (X.X) DATE OF LAST REVISION

1.0 02/16/16

LAST APPROVAL DATE

02/09/16

(MM/DD/YY) (MM/DD/YY)

DOCUMENT AUTHOR: Greg Lush

DOCUMENT MANAGER: Greg Lush

REASON FOR CHANGE:

SECTION / PARAGRAPH CHANGED

Revision

1.0

All

DATE OF REVISION MM/DD/YY

CHANGE MADE

Initial entry of document

02/09/16

9.0 ELECTRONIC NOTIFICATION LIST: ELECTRONIC NOTIFICATIONS VP Technical Services VP Sales VP Engineering 10.0

APPROVALS

PLEASE GO TO THE LINK BELOW FOR THE ELECTRONIC RECORD OF THE REVIEW AND APPROVAL OF THIS POLICY. LOGIN TO VIEW FIRST APPROVER NAME: GREG LUSH

SECOND APPROVER NAME: TRACY PRICE

Procedure Title: – Master business process; QTAS

THIRD APPROVER NAME: Page 7 of 8

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-11000

BUSINESS UNIT: QMERIT INC. TITLE: CLO SIGNATURE: ELECTRONIC APPROVAL

BUSINESS UNIT: QMERIT INC. TITLE: CEO AND CHAIRMAN SIGNATURE: ELECTRONIC APPROVAL

BUSINESS UNIT: QMERIT INC. TITLE: SIGNATURE:

DOCUMENT HISTORY SECTION: Document Created on 02/09/16 by Greg Lush Edits and URLs on 02/16/16 by Greg Lush

Procedure Title: – Master business process; QTAS

Page 8 of 8

Links | manuals (numerical) and procedures (alpha) Saturday, February 13, 2016

9:55 AM

----Master NUMERICAL list (quality manuals

number the match; alphabetical all in

QMQMI0001TheMatch

the match; architect version

QMQMI0002TheMatchArchitect

description

link

http://bit.ly/QmQmi0002

the match; content author version

QMQMI0003TheMatchContentAuthor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0003

the match; content editor version

QMQMI0004TheMatchContentEditor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0004

the match; questions author version the match; questions editor version

QMQMI0005TheMatchQuestionsAuthor

configuration and testing of questions

http://bit.ly/QmQmi0005

QMQMI0006TheMatchQuestionsEditor

configuration and testing of questions

http://bit.ly/QmQmi0006

the match; assessments author version

QMQMI0007TheMatchAssessmentsAuthor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0007

the matching; assessments editor version

QMQMI0008TheMatchAssessmentsEditor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0008

if this is your first time, this is the manual for you

http://bit.ly/QmQmi0009

similar to first time; however, includes additional tactical elements

http://bit.ly/QmQmi0010

mostly action based procedures, these are commonly reference and include all of the "configuration" based work instructions

http://bit.ly/QmQmi0011

only if conditions require, smallest of all quality manual collections

http://bit.ly/QmQmi0012

the match; first-time version the match; memory refresh version

the match; reference version the match; conditional version

QMQMI0009TheMatchFirstTime QMQMI0010TheMatchMemoryRefresh

QMQMI0011TheMatchReference QMQMI0012TheMatchConditional

----Master ALPHA list (procedures) number

description

link

configuration; assessments

WI-QMI-51005

Assessments from inception to delivery, detailed approach for the most important of steps in QTAS

http://bit.ly/WiQmi51005

configuration; job task analysis

WI-QMI-1000

Detailed steps regarding preparing for and executing a job task analysis

http://bit.ly/WiQmi1000

configuration; questions

WI-QMI-51004

Specific details regarding questions and their configuration; regardless of assessment or learning

http://bit.ly/WiQmi51004

configuration; QTAS

WI-QMI-51003

First of the configuration procedures and for some may provide enough information

http://bit.ly/WiQmi51003

configuration; topics

WI-QMI-51006

Specific details regarding topics and their configuration; regardless of assessment or learning engine

http://bit.ly/WiQmi51006

content management

SOP-QMI-1005

Contribution and consumption of content guidelines and best practices

http://bit.ly/SopQmi1005

feedback; QTAS

SOP-QMI-1000

Guidelines and best practices for feedback at the question, topic and assessment level

http://bit.ly/SopQmi1000

learning models

SOP-QMI-1003

Points of consideration regarding the creation of learning models within an organization

http://bit.ly/SopQmi1003

master business process; QTAS

WI-QMI-11000

Good to be proceeded by WI-QMI-3000, this instruction goes over http://bit.ly/WiQmi11000 the holistic design of questions, topics, assessments and scheduling (QTAS)

master business process; "the" Match

WI-QMI-3000

Overview of the entire process from skill and labor match to qualification via the assessment (s)

metadata; QTAS

WI-QMI-51001

http://bit.ly/WiQmi3001 http://bit.ly/WiQmi51001

Considerations regarding the use of Metadata across your QTAS environment outcomes; QTAS

SOP-QMI-1001

Guidelines and best practices for outcomes at the question, topic and assessment level

http://bit.ly/SopQmi1001

skill and labor matching

WI-QMI-4000

Two exercises specific to skill and labor matching with an output of a "activity alignment matrix"

http://bit.ly/WiQmi4000

solution design

WI-QMI-0100

Translation of a prospects requirements into objectives and benefits

http://bit.ly/WiQmi0100

Planning Page 1

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51001

BUSINESS UNIT:

QMerit Inc. 111 Pacifica, Suite 200, Irvine, CA 92618

STANDARD TYPE:

Work Instruction

PROCEDURE TITLE: Metadata; QTAS

AREA: Management Systems TYPE OF PROCEDURE:

HR and Learning

DOCUMENT NUMBER: WI-QMI-51001 REVISION: 1.0

PROCEDURE STATUS

IMPLEMENTED

RELEASED

02/11/16

mm/dd/yy

UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT

1.0 PURPOSE/SCOPE Years ago when I was first introduced to the word metadata the definition shared with me seemed a bit confusing. Metadata’s simplistic definition equals “information about information”. A world of opportunity is exposed when we can select discrete pieces of information around transactional systems and leverage this information to create exponential value. This metadata abstraction layer provides the ability to see a combination of events from a different perspective. When referring to learning, assessments or learning management systems, metadata plays a vital role and takes on this additional definition. “Meta-tags are not used to classify questions by subject – this is the function of topics. Once you have defined your meta-tags, you can add them to particular questions as you create or edit them.” Meta-tags can be used to classify questions according to your criteria. 2.0 RESPONSIBILITIES 2.1 TASK RESPONSIBILITIES QMerit Inc. maintains certain policies to encourage appropriate levels of feedback for workers. It is the responsibility of QMERIT Inc. and its’ clients to implement and operate this procedure in their areas of operation and to:  

2.2 APPROVAL / ESCALATION RESPONSIBILITIES It is the responsibility of QMERIT Inc. and its’ clients to implement this SOP

Procedure Title: – Metadata; QTAS

Page 1 of 5

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51001

The QMerit Inc. CLO is the point of escalation for all matters inquired upon or contested with regards to this policy. 3.0 PROCEDURE (WI STEPS) 3.1 LEVERAGING METADATA STEP

WHAT

1. Create

2. Agree

3. Leverage

WHEN

Once “the” Match has been created you should have a good sense of questions, topics, assessments, and outcomes.

Meta-tags consist of names, descriptions, and values. Create a matrix with these aforementioned elements to assist with this step of the process

Now that your metatag library is constructed and vetted it is time to start making associations and leverage the power of metadata

COMPETENCY

HOW (TOOLS)

QTAS owner and subject matter experts (client)

Deliberate planning should take place when considering your metatags.

(WHO)

Layout your topics with some visibility to the questions.

QTAS owner and subject matter experts (client)

Once you have defined meta-tags and assigned them to questions, you can create assessments and filter only questions with specific meta-tag values. Assemble a group of people representing all aspects of your organization. These delegates will review your meta-tag matrix with the objective of validating the meaning is consistent across disciplines. It would not be desirable, for example, for one author to use an “approved” tag to have one meaning in their assessments, and another author to use the same value for a different purpose. Think about the endgame and how you will want to take advantage of your content, both questions and assessments, to use in a variety of ways. Questions: use meta-tags as a way to structure your questions, as a way of indexing questions, and also guide the automatic selection questions Assessments: most engines will allow you to leverage at least one of the meta-tags, however more

Procedure Title: – Metadata; QTAS

Page 2 of 5

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51001

STEP

WHAT

WHEN

COMPETENCY

HOW (TOOLS)

(WHO)

sophisticated systems will allow you to create and/or statements to really fine tune content delivery. e.g. Difficulty=moderate AND Approved=Florida

4.0 SPECIAL DEFINITIONS THE FOLLOWING TERMS ARE REFERRED TO IN THIS STANDARD; TO VIEW THE DEFINITION OF EACH TERM PLEASE CLICK ON THE LEXICON LIBRARY LINK: LEXICON LIBRARY TERM Assessment Metadata QTAS Standard Operating Procedure (SOP) Topic Work instruction (WI)

5.0 ASSOCIATED REFERENCE DOCUMENTS THE FOLLOWING DOCUMENTS PROVIDE ADDITIONAL INFORMATION: DOCUMENT NAME WI-QMI-51004 | configuration; questions WI-QMI-51005 | configuration; assessments WI-QMI-51006 | configuration; topics WI-QMI-3000 | ”the” Match

LOCATION http://bit.ly/WIQMI51004 http://bit.ly/WIQMI51005 http://bit.ly/WIQMI51006 http://bit.ly/WIQMI3000

6.0 ASSOCIATED KNOWLEDGE DATABASE THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION: KNOWLEDGE DATABASE QuestionMark V5 marked up manual

LOCATION http://bit.ly/R_WI_11000_QuestionsMarkV5Marked UpManual

7.0 ASSOCIATED TOOLS

Procedure Title: – Metadata; QTAS

Page 3 of 5

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51001

THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD: ASSOCIATED TOOLS QMerit Lexicon Library QuestionMark authoring environment

LOCATION http://bit.ly/QMeritLexiconLibrary http://ondemand.questionmark.com/home/402385

8.0 REVISION HISTORY REVISION (X.X) DATE OF LAST REVISION

1.0 02/16/16

LAST APPROVAL DATE

02/11/16

(MM/DD/YY) (MM/DD/YY)

DOCUMENT AUTHOR: Greg Lush

DOCUMENT MANAGER: Greg Lush

REASON FOR CHANGE:

SECTION / PARAGRAPH CHANGED

Revision

1.0

All

CHANGE MADE

Initial entry of document

DATE OF REVISION MM/DD/YY

02/11/16

9.0 ELECTRONIC NOTIFICATION LIST: ELECTRONIC NOTIFICATIONS VP Technical Services VP Sales VP Engineering 10.0

APPROVALS

SECOND APPROVER NAME: TRACY PRICE BUSINESS UNIT: QMERIT INC. TITLE: CEO AND CHAIRMAN SIGNATURE: ELECTRONIC APPROVAL

THIRD APPROVER NAME: BUSINESS UNIT: QMERIT INC. TITLE: SIGNATURE:

DOCUMENT HISTORY SECTION:

Procedure Title: – Metadata; QTAS

Page 4 of 5

CONTROLLED DOCUMENT: WI-QMI-51001

QMS STANDARDS

Document Created on 02/11/16 by Greg Lush Edits and URLs on 02/16/16 by Greg Lush

Procedure Title: – Metadata; QTAS

Page 5 of 5

Links | manuals (numerical) and procedures (alpha) Saturday, February 13, 2016

9:55 AM

----Master NUMERICAL list (quality manuals

number the match; alphabetical all in

QMQMI0001TheMatch

the match; architect version

QMQMI0002TheMatchArchitect

description

link

http://bit.ly/QmQmi0002

the match; content author version

QMQMI0003TheMatchContentAuthor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0003

the match; content editor version

QMQMI0004TheMatchContentEditor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0004

the match; questions author version the match; questions editor version

QMQMI0005TheMatchQuestionsAuthor

configuration and testing of questions

http://bit.ly/QmQmi0005

QMQMI0006TheMatchQuestionsEditor

configuration and testing of questions

http://bit.ly/QmQmi0006

the match; assessments author version

QMQMI0007TheMatchAssessmentsAuthor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0007

the matching; assessments editor version

QMQMI0008TheMatchAssessmentsEditor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0008

if this is your first time, this is the manual for you

http://bit.ly/QmQmi0009

similar to first time; however, includes additional tactical elements

http://bit.ly/QmQmi0010

mostly action based procedures, these are commonly reference and include all of the "configuration" based work instructions

http://bit.ly/QmQmi0011

only if conditions require, smallest of all quality manual collections

http://bit.ly/QmQmi0012

the match; first-time version the match; memory refresh version

the match; reference version the match; conditional version

QMQMI0009TheMatchFirstTime QMQMI0010TheMatchMemoryRefresh

QMQMI0011TheMatchReference QMQMI0012TheMatchConditional

----Master ALPHA list (procedures) number

description

link

configuration; assessments

WI-QMI-51005

Assessments from inception to delivery, detailed approach for the most important of steps in QTAS

http://bit.ly/WiQmi51005

configuration; job task analysis

WI-QMI-1000

Detailed steps regarding preparing for and executing a job task analysis

http://bit.ly/WiQmi1000

configuration; questions

WI-QMI-51004

Specific details regarding questions and their configuration; regardless of assessment or learning

http://bit.ly/WiQmi51004

configuration; QTAS

WI-QMI-51003

First of the configuration procedures and for some may provide enough information

http://bit.ly/WiQmi51003

configuration; topics

WI-QMI-51006

Specific details regarding topics and their configuration; regardless of assessment or learning engine

http://bit.ly/WiQmi51006

content management

SOP-QMI-1005

Contribution and consumption of content guidelines and best practices

http://bit.ly/SopQmi1005

feedback; QTAS

SOP-QMI-1000

Guidelines and best practices for feedback at the question, topic and assessment level

http://bit.ly/SopQmi1000

learning models

SOP-QMI-1003

Points of consideration regarding the creation of learning models within an organization

http://bit.ly/SopQmi1003

master business process; QTAS

WI-QMI-11000

Good to be proceeded by WI-QMI-3000, this instruction goes over http://bit.ly/WiQmi11000 the holistic design of questions, topics, assessments and scheduling (QTAS)

master business process; "the" Match

WI-QMI-3000

Overview of the entire process from skill and labor match to qualification via the assessment (s)

metadata; QTAS

WI-QMI-51001

http://bit.ly/WiQmi3001 http://bit.ly/WiQmi51001

Considerations regarding the use of Metadata across your QTAS environment outcomes; QTAS

SOP-QMI-1001

Guidelines and best practices for outcomes at the question, topic and assessment level

http://bit.ly/SopQmi1001

skill and labor matching

WI-QMI-4000

Two exercises specific to skill and labor matching with an output of a "activity alignment matrix"

http://bit.ly/WiQmi4000

solution design

WI-QMI-0100

Translation of a prospects requirements into objectives and benefits

http://bit.ly/WiQmi0100

Planning Page 1

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51006

BUSINESS UNIT:

QMerit Inc. 111 Pacifica, Suite 200, Irvine, CA 92618

STANDARD TYPE:

Work Instruction

PROCEDURE TITLE: Configuration; Topics

AREA: Products and Services TYPE OF PROCEDURE:

Formal; Learning

DOCUMENT NUMBER: WI-QMI-51006 REVISION: 1.0

PROCEDURE STATUS

IMPLEMENTED

RELEASED

02/10/16

mm/dd/yy

UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT

1.0 PURPOSE/SCOPE Sometimes it doesn’t seem like topics get enough credit. Functionally a topic contains a group of questions that relate to a particular subject, level of difficulty, or some other common trait. A topic could be viewed as the subject matter of a group of questions. However, topics play a much larger role in the assessment process. When you take advantage of the many to many relationship questions and topics have in most learning engines, it becomes possible to deliver pinpointed assessments. Balancing outcomes by topic and assembling them in one assessment provides the ability to weight the importance of one topic over another with regards to passing and failing scores (outcomes). 2.0 RESPONSIBILITIES 2.1 TASK RESPONSIBILITIES QMerit Inc. maintains certain policies to encourage appropriate levels of feedback for workers. It is the responsibility of QMERIT Inc. and its’ clients to implement and operate this procedure in their areas of operation and to:  

2.2 APPROVAL / ESCALATION RESPONSIBILITIES It is the responsibility of QMERIT Inc. and its’ clients to implement this SOP

Procedure Title: – Configuration; Topics

Page 1 of 5

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51006

The QMerit Inc. CLO is the point of escalation for all matters inquired upon or contested with regards to this policy. 3.0 PROCEDURE (WI STEPS) 3.1 CONSIDERATIONS STEP

WHAT

WHEN

COMPETENCY

HOW (TOOLS)

1. Outline for question creation

During the initial QTAS planning session (see WI-QMI-11000) topics are first contemplated.

QMerit and Client core discovery and project personnel

2. Topics and questions

After topics, some topic folders, and your question outline are complete

QTAS owner and subject matter experts (client)

3. Topics and assessments

Topics may be added to assessments even if they only contain one question.

QTAS owner and subject matter experts (client)

Once the first pass topics are identified consider making a second pass and filling in an outline underneath the topics. The topic is the subject matter of a group of questions, thus what are the subgroups of these questions? Consider the questions as the very bottom of the food chain. These items may be consumed by many topics. Due to the complexity in writing a meaningful question consider creating them in such a way that they can be leveraged across many topics. Topics, when combined in a singular assessment may also be used in a prerequisite capacity. Requiring topic “A” 100% pass rate and the other topics 80% pass rates, in order to pass the assessment participant needs to get 100% on topic “A” and at least 80% across the other two topics.

WHEN

COMPETENCY

(WHO)

3.2 In-Practice STEP

WHAT

1. Naming topics

Once you have completed all of the preplanning and high level blueprints for

Procedure Title: – Configuration; Topics

(WHO)

QTAS owner and subject matter experts (client)

HOW (TOOLS) Establish a logical approach using your blueprint. Once established follow your

Page 2 of 5

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51006

STEP

WHAT

WHEN

COMPETENCY

your learning environment it is time to move into naming.

2. Topic description and title

3. Sharing and securing

Specific to the use of QuestionMark: often titles and descriptions are considered “nice to have” when entering information into a system. However, when using topics in the question block for the assessment, this information becomes very valuable Final tuning for the topics and sub-topic folders

HOW (TOOLS)

(WHO)

naming plan. Refer to section 5.0

QTAS owner and subject matter experts (client)

R-WI-QMI-15006 | topic naming examples In QuestionMark, the topic description carries over well to the assessment; however, the title is lost. Consider: place the topic title in the description block proceeded with a vertical pipe, topictitle | topicdescription

QTAS owner and subject matter experts (client)

Topics can be shared and secured between users and groups. Give some thought to the rights and sharing as it will impact contribution and consumption access.

4.0 SPECIAL DEFINITIONS THE FOLLOWING TERMS ARE REFERRED TO IN THIS STANDARD; TO VIEW THE DEFINITION OF EACH TERM PLEASE CLICK ON THE LEXICON LIBRARY LINK: LEXICON LIBRARY TERM Assessment QTAS Subject matter expert (SME) Standard Operating Procedure (SOP) Topic Work instruction (WI)

5.0 ASSOCIATED REFERENCE DOCUMENTS THE FOLLOWING DOCUMENTS PROVIDE ADDITIONAL INFORMATION: DOCUMENT NAME WI-QMI-11000 | Master business process; QTAS Procedure Title: – Configuration; Topics

LOCATION http://bit.ly/WIQMI11000 Page 3 of 5

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51006

DOCUMENT NAME R-WI-QMI-15006 | topic naming examples

LOCATION http://bit.ly/R_WI_QMI_51006_TopicNamingEx amples http://bit.ly/WIQMI51005 http://bit.ly/WIQMI51004 http://bit.ly/WIQMI51001

WI-QMI-51005 | configuration; assessments WI-QMI-51004 | configuration; questions WI-QMI-51001 | medadata; QTAS

6.0 ASSOCIATED KNOWLEDGE DATABASE THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION: KNOWLEDGE DATABASE QuestionMark V5 QMerit marked up manual

LOCATION http://bit.ly/R_WI_11000_QuestionMarkV5Marked UpManual

7.0 ASSOCIATED TOOLS THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD: ASSOCIATED TOOLS QMerit Lexicon Library QuestionMark authoring environment

LOCATION http://bit.ly/QMeritLexiconLibrary http://ondemand.questionmark.com/home/402385

8.0 REVISION HISTORY REVISION (X.X) DATE OF LAST REVISION

1.0 02/16/16

LAST APPROVAL DATE

02/10/16

(MM/DD/YY) (MM/DD/YY)

DOCUMENT AUTHOR: Greg Lush

DOCUMENT MANAGER: Greg Lush

REASON FOR CHANGE:

SECTION / PARAGRAPH CHANGED

Revision

1.0

All

CHANGE MADE

Initial entry of document

DATE OF REVISION MM/DD/YY

02/10/16

9.0 ELECTRONIC NOTIFICATION LIST:

Procedure Title: – Configuration; Topics

Page 4 of 5

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-51006

ELECTRONIC NOTIFICATIONS VP Technical Services VP Sales VP Engineering 10.0

APPROVALS

SECOND APPROVER NAME: TRACY PRICE BUSINESS UNIT: QMERIT INC. TITLE: CEO AND CHAIRMAN SIGNATURE: ELECTRONIC APPROVAL

THIRD APPROVER NAME: BUSINESS UNIT: QMERIT INC. TITLE: SIGNATURE:

DOCUMENT HISTORY SECTION: Document Created on 02/10/16 by Greg Lush Edits and URLs on 02/16/16 by Greg Lush

Procedure Title: – Configuration; Topics

Page 5 of 5

Links | manuals (numerical) and procedures (alpha) Saturday, February 13, 2016

9:55 AM

----Master NUMERICAL list (quality manuals

number the match; alphabetical all in

QMQMI0001TheMatch

the match; architect version

QMQMI0002TheMatchArchitect

description

link

http://bit.ly/QmQmi0002

the match; content author version

QMQMI0003TheMatchContentAuthor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0003

the match; content editor version

QMQMI0004TheMatchContentEditor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0004

the match; questions author version the match; questions editor version

QMQMI0005TheMatchQuestionsAuthor

configuration and testing of questions

http://bit.ly/QmQmi0005

QMQMI0006TheMatchQuestionsEditor

configuration and testing of questions

http://bit.ly/QmQmi0006

the match; assessments author version

QMQMI0007TheMatchAssessmentsAuthor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0007

the matching; assessments editor version

QMQMI0008TheMatchAssessmentsEditor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0008

if this is your first time, this is the manual for you

http://bit.ly/QmQmi0009

similar to first time; however, includes additional tactical elements

http://bit.ly/QmQmi0010

mostly action based procedures, these are commonly reference and include all of the "configuration" based work instructions

http://bit.ly/QmQmi0011

only if conditions require, smallest of all quality manual collections

http://bit.ly/QmQmi0012

the match; first-time version the match; memory refresh version

the match; reference version the match; conditional version

QMQMI0009TheMatchFirstTime QMQMI0010TheMatchMemoryRefresh

QMQMI0011TheMatchReference QMQMI0012TheMatchConditional

----Master ALPHA list (procedures) number

description

link

configuration; assessments

WI-QMI-51005

Assessments from inception to delivery, detailed approach for the most important of steps in QTAS

http://bit.ly/WiQmi51005

configuration; job task analysis

WI-QMI-1000

Detailed steps regarding preparing for and executing a job task analysis

http://bit.ly/WiQmi1000

configuration; questions

WI-QMI-51004

Specific details regarding questions and their configuration; regardless of assessment or learning

http://bit.ly/WiQmi51004

configuration; QTAS

WI-QMI-51003

First of the configuration procedures and for some may provide enough information

http://bit.ly/WiQmi51003

configuration; topics

WI-QMI-51006

Specific details regarding topics and their configuration; regardless of assessment or learning engine

http://bit.ly/WiQmi51006

content management

SOP-QMI-1005

Contribution and consumption of content guidelines and best practices

http://bit.ly/SopQmi1005

feedback; QTAS

SOP-QMI-1000

Guidelines and best practices for feedback at the question, topic and assessment level

http://bit.ly/SopQmi1000

learning models

SOP-QMI-1003

Points of consideration regarding the creation of learning models within an organization

http://bit.ly/SopQmi1003

master business process; QTAS

WI-QMI-11000

Good to be proceeded by WI-QMI-3000, this instruction goes over http://bit.ly/WiQmi11000 the holistic design of questions, topics, assessments and scheduling (QTAS)

master business process; "the" Match

WI-QMI-3000

Overview of the entire process from skill and labor match to qualification via the assessment (s)

metadata; QTAS

WI-QMI-51001

http://bit.ly/WiQmi3001 http://bit.ly/WiQmi51001

Considerations regarding the use of Metadata across your QTAS environment outcomes; QTAS

SOP-QMI-1001

Guidelines and best practices for outcomes at the question, topic and assessment level

http://bit.ly/SopQmi1001

skill and labor matching

WI-QMI-4000

Two exercises specific to skill and labor matching with an output of a "activity alignment matrix"

http://bit.ly/WiQmi4000

solution design

WI-QMI-0100

Translation of a prospects requirements into objectives and benefits

http://bit.ly/WiQmi0100

Planning Page 1

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-4000

BUSINESS UNIT:

QMerit Inc. 111 Pacifica, Suite 200, Irvine, CA 92618

STANDARD TYPE:

Work Instruction

PROCEDURE TITLE: Skill and labor matching

AREA: Management Systems TYPE OF PROCEDURE:

Transition and Validation

DOCUMENT NUMBER: WI-QMI-4000 REVISION: 1.0

PROCEDURE STATUS

IMPLEMENTED

RELEASED

02/12/16

mm/dd/yy

UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT

1.0 PURPOSE/SCOPE For years now the decision regarding “who is going to do what” has been handled subjectively and/or at a macro qualification level. In the talent development world, quantifying skills has happened for many years; however, in most cases this process is single dimensional and very difficult to associate directly to the individuals work assignments. Essentially skill and labor matching has been conducted at a macro level. A couple of key components have been missing: 1. a three-dimensional correlation between an industry, the type of service or role, and predefined skill groups 2. micro level definition at the work or project activity level by means of assigning the same threedimensional correlation of industry, the type of service or role, and discrete skill levels to an activity type Without referencing all three dimensions you will end up with either overqualified or underqualified individuals when attempting to do skill and labor matching. Industry, the type of service or role, activity type, skill level, questions – topics – assessments, and alignment to competency models must all converge in order to succeed at getting the right person to the right place. 2.0 RESPONSIBILITIES 2.1 TASK RESPONSIBILITIES QMerit Inc. maintains certain policies to encourage appropriate levels of feedback for workers. It is the responsibility of QMERIT Inc. and its’ clients to implement and operate this procedure in their areas of operation and to:  

Procedure Title: – Skill and labor matching

Page 1 of 6

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-4000

WHAT

1. Identify industry types

WHEN Discovery phase

COMPETENCY

HOW (TOOLS)

QMerit and client core discovery and project personnel

If you were to ask a marketing person what industries do you serve their response would be a good starting place. Typically, the number of industries is less than 10

(WHO)

Refer to section 5.0

2. Align industries to services/roles

Following your identification of industry types

QMerit and client core discovery and project personnel

WI-QMI-3000 “the” Match; 3.1.1-3.1.2 These relationships are typically many to many between industries and services. Some clients may see services as a role Refer to section 5.0

3. Macro level list of skills by service/role

4. Adjust skills by industry

Use the list that you have just created in step 3.1.2

The sequence is important here. Associating skills to services first will be beneficial as you start to correlate relationships to industries

Procedure Title: – Skill and labor matching

QMerit and client core discovery and project personnel Engage operations, service personnel, and training QMerit and client core discovery and project personnel Engage operations, service personnel, and training

WI-QMI-3000 “the” Match; 3.1.1-3.1.2 Many people prefer to just use a simple spreadsheet. Once the first pass is made it is advised that you socialize with as many operators as possible. The relationship between skills and services has deep impact. If you chose to use a spreadsheet as advised in 3.1.3 we suggest just adding an additional column for industry. When considering the industry and service relationship, think about a person’s role and what

Page 2 of 6

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-4000

STEP

WHAT

WHEN

COMPETENCY (WHO)

HOW (TOOLS) you assume they will know as fundamental, proficient and expert skills.

5. Align skills by industry to skill groups

Definitely do this in order as represented in section 3.1.

QMerit and client core discovery and project personnel

Skills are literally what individuals can do as workers, i.e. “change a lightbulb”.

Engage operations, service personnel, and training

Skill groups are at a higher level and represented as fundamental, proficient, and expert. Calculated skill levels (introduced a bit later) are actually calculated values from the QMerit platform.

3.2 Labor matching STEP

WHAT

WHEN

COMPETENCY

HOW (TOOLS)

1. Create activity types. These are referred to as many things depending upon the industry. Nature of call, nature of care, call type, etc.

This exercise can be done in parallel with your skill matching

QMerit and client core discovery and project personnel

Inventory your existing work distribution processes and create a master list of activity types. Remove duplicates, optimize, and normalize list.

2. Group activity types by skill groups

Often this will be done in the same session as reviewing activity types with your team

3. Develop assigned skill

Likely this will begin as a group exercise and then be broken down to individuals

Generally conversation needs to occur when grouping activity types, it is suggested you consider a group exercise After the group exercise in 3.2.2. We recommend that you

Procedure Title: – Skill and labor matching

(WHO)

Engage operations and service personnel

QMerit and client core discovery and project personnel

Technically there is no limit; however, the list should be right sized to minimize confusion for all involved in the work allocation process. Depending upon the relationship to industries and services activity types may belong to multiple skill groups.

Engage operations and service personnel

QMerit and client core discovery

In the skill matching procedure you noticed that skill levels are calculated Page 3 of 6

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-4000

STEP

WHAT levels by activity type

4. Generate a matrix for activity types

WHEN

COMPETENCY (WHO)

consider sending this task to several individuals and then come together to collaborate on the results.

and project personnel

You must have fully executed all of the skill matching procedures and all of labor matching procedures

QMerit and client core discovery and project personnel

Engage operations and service personnel

Engage operations, service personnel, and training

HOW (TOOLS) values. Activity types have assigned skill levels by the organization. These assigned skill levels are still correlated across the three dimensions of industry, service and skill level. This is a critical exercise as it determines who will get what work activity. The “activity alignment matrix" will serve as a master reference for all events related to skill and labor matching. Create a spreadsheet with the following columns, starting from left to right: 1. industry 2. service/role 3. activity type 4. skill group 5. question 6. topic 7. competency group

4.0 SPECIAL DEFINITIONS THE FOLLOWING TERMS ARE REFERRED TO IN THIS STANDARD; TO VIEW THE DEFINITION OF EACH TERM PLEASE CLICK ON THE LEXICON LIBRARY LINK: LEXICON LIBRARY TERM Assessment Feedback Outcome-based education Standard Operating Procedure (SOP) Topic Work instruction (WI)

5.0 ASSOCIATED REFERENCE DOCUMENTS THE FOLLOWING DOCUMENTS PROVIDE ADDITIONAL INFORMATION:

Procedure Title: – Skill and labor matching

Page 4 of 6

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-4000

LOCATION http://bit.ly/R_WI_QMI_4000_SkillLaborMatch http://bit.ly/WIQMI3000 http://bit.ly/WIQMI51004 http://bit.ly/WIQMI51006 http://bit.ly/SOPQMI1003

6.0 ASSOCIATED KNOWLEDGE DATABASE THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION: KNOWLEDGE DATABASE

LOCATION

7.0 ASSOCIATED TOOLS THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD: ASSOCIATED TOOLS QMerit Lexicon Library

LOCATION http://bit.ly/QMeritLexiconLibrary

8.0 REVISION HISTORY REVISION (X.X) DATE OF LAST REVISION

1.0 02/16/16

LAST APPROVAL DATE

02/12/16

(MM/DD/YY) (MM/DD/YY)

DOCUMENT AUTHOR: Greg Lush

DOCUMENT MANAGER: Greg Lush

REASON FOR CHANGE:

SECTION / PARAGRAPH CHANGED

Revision

1.0

All

CHANGE MADE

Initial entry of document

DATE OF REVISION MM/DD/YY

02/12/16

9.0 ELECTRONIC NOTIFICATION LIST:

Procedure Title: – Skill and labor matching

Page 5 of 6

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-4000

ELECTRONIC NOTIFICATIONS VP Technical Services VP Sales VP Engineering 10.0

APPROVALS

SECOND APPROVER NAME: TRACY PRICE BUSINESS UNIT: QMERIT INC. TITLE: CEO AND CHAIRMAN SIGNATURE: ELECTRONIC APPROVAL

THIRD APPROVER NAME: BUSINESS UNIT: QMERIT INC. TITLE: SIGNATURE:

DOCUMENT HISTORY SECTION: Document Created on 02/12/16 by Greg Lush Edits and URLs on 02/16/16 by Greg Lush

Procedure Title: – Skill and labor matching

Page 6 of 6

Links | manuals (numerical) and procedures (alpha) Saturday, February 13, 2016

9:55 AM

----Master NUMERICAL list (quality manuals

number the match; alphabetical all in

QMQMI0001TheMatch

the match; architect version

QMQMI0002TheMatchArchitect

description

link

http://bit.ly/QmQmi0002

the match; content author version

QMQMI0003TheMatchContentAuthor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0003

the match; content editor version

QMQMI0004TheMatchContentEditor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0004

the match; questions author version the match; questions editor version

QMQMI0005TheMatchQuestionsAuthor

configuration and testing of questions

http://bit.ly/QmQmi0005

QMQMI0006TheMatchQuestionsEditor

configuration and testing of questions

http://bit.ly/QmQmi0006

the match; assessments author version

QMQMI0007TheMatchAssessmentsAuthor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0007

the matching; assessments editor version

QMQMI0008TheMatchAssessmentsEditor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0008

if this is your first time, this is the manual for you

http://bit.ly/QmQmi0009

similar to first time; however, includes additional tactical elements

http://bit.ly/QmQmi0010

mostly action based procedures, these are commonly reference and include all of the "configuration" based work instructions

http://bit.ly/QmQmi0011

only if conditions require, smallest of all quality manual collections

http://bit.ly/QmQmi0012

the match; first-time version the match; memory refresh version

the match; reference version the match; conditional version

QMQMI0009TheMatchFirstTime QMQMI0010TheMatchMemoryRefresh

QMQMI0011TheMatchReference QMQMI0012TheMatchConditional

----Master ALPHA list (procedures) number

description

link

configuration; assessments

WI-QMI-51005

Assessments from inception to delivery, detailed approach for the most important of steps in QTAS

http://bit.ly/WiQmi51005

configuration; job task analysis

WI-QMI-1000

Detailed steps regarding preparing for and executing a job task analysis

http://bit.ly/WiQmi1000

configuration; questions

WI-QMI-51004

Specific details regarding questions and their configuration; regardless of assessment or learning

http://bit.ly/WiQmi51004

configuration; QTAS

WI-QMI-51003

First of the configuration procedures and for some may provide enough information

http://bit.ly/WiQmi51003

configuration; topics

WI-QMI-51006

Specific details regarding topics and their configuration; regardless of assessment or learning engine

http://bit.ly/WiQmi51006

content management

SOP-QMI-1005

Contribution and consumption of content guidelines and best practices

http://bit.ly/SopQmi1005

feedback; QTAS

SOP-QMI-1000

Guidelines and best practices for feedback at the question, topic and assessment level

http://bit.ly/SopQmi1000

learning models

SOP-QMI-1003

Points of consideration regarding the creation of learning models within an organization

http://bit.ly/SopQmi1003

master business process; QTAS

WI-QMI-11000

Good to be proceeded by WI-QMI-3000, this instruction goes over http://bit.ly/WiQmi11000 the holistic design of questions, topics, assessments and scheduling (QTAS)

master business process; "the" Match

WI-QMI-3000

Overview of the entire process from skill and labor match to qualification via the assessment (s)

metadata; QTAS

WI-QMI-51001

http://bit.ly/WiQmi3001 http://bit.ly/WiQmi51001

Considerations regarding the use of Metadata across your QTAS environment outcomes; QTAS

SOP-QMI-1001

Guidelines and best practices for outcomes at the question, topic and assessment level

http://bit.ly/SopQmi1001

skill and labor matching

WI-QMI-4000

Two exercises specific to skill and labor matching with an output of a "activity alignment matrix"

http://bit.ly/WiQmi4000

solution design

WI-QMI-0100

Translation of a prospects requirements into objectives and benefits

http://bit.ly/WiQmi0100

Planning Page 1

QMS STANDARDS

CONTROLLED DOCUMENT: SOP-QMI-1003

BUSINESS UNIT:

QMerit Inc. 111 Pacifica, Suite 200, Irvine, CA 92618

STANDARD TYPE:

Standard Operating Procedure

PROCEDURE TITLE: Learning models

AREA: Management Systems TYPE OF PROCEDURE:

HR and Learning

DOCUMENT NUMBER: SOP-QMI-1003 REVISION: 1.0

PROCEDURE STATUS

IMPLEMENTED

RELEASED

02/15/16

mm/dd/yy

UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT

1.0 PURPOSE/SCOPE If you were to look at a role and created a list of skills and attitudes required, spanning from the persons first introduction to the role all the way to their mastery of a role, you will have defined their learning model. In other words, what do we need to have in place to provide a “roadmap” to any person regarding their transition from fundamental to proficient to expert stature? Often skills and competencies are used interchangeably, section 3.0 will provide some “points of reference” to assist you in preparing for your own learning model generation. 2.0 RESPONSIBILITIES 2.1 TASK RESPONSIBILITIES QMerit Inc. maintains certain policies to encourage appropriate levels of feedback for workers. It is the responsibility of QMERIT Inc. and its’ clients to implement and operate this procedure in their areas of operation and to:  

Procedure Title: – learning models

Page 1 of 4

QMS STANDARDS

CONTROLLED DOCUMENT: SOP-QMI-1003

3.0 PROCEDURE (SOP) 3.1 Competency groups: each model (refer to section 5.0 for an example) contains groups where the skills and competencies are organized. Our default models contain four groups (we suggest having no more than six groups) and they are: 3.1.1 collaboration; 3.1.2 effectiveness; 3.1.3 insight; 3.1.4 solution. 3.1.5 One client has the following groups; 3.1.5.1 theories and insights; 3.1.5.2 disease and morbidities; 3.1.5.3 execution (application knowledge); 3.1.5.4 efficacy (outcomes). 3.1.6 You can see that both of these are a combination of both skills, attitudes, behaviors; the perfect balance of skills and competencies 3.2 Focused: the bottom line, all skills and competencies fit into the aforementioned groups (which we refer to as foundational competencies). However, based on model and balanced with the strategic objectives of the organization, five of these foundational competencies are placed on the model honeycomb. These “most important” five create a quick visual reference for the consumer to clearly understand what is most important to the organization for their role and one additional role (refer to section 5.0 for an example) 3.3 Foundational: all skills and competencies are foundational and grouped into competency groups (see 3.1). It is possible that the two roles presented in the visualizing of the model are not common enough in which case additional competencies would be added for the one of two displayed models. 3.4 Skills and competencies: learning models will indiscriminately display both as related to a role. For reference to this procedure and all of “the” Match quality manual we see their definitions as follows: 3.4.1 Skill: something learned in order to be able to carry out work or project activities 3.4.2 Competency: may incorporate a skill, but are more that the skill, they include abilities and behaviors, as well as knowledge that is fundamental to the use of a skill. 4.0 SPECIAL DEFINITIONS THE FOLLOWING TERMS ARE REFERRED TO IN THIS STANDARD; TO VIEW THE DEFINITION OF EACH TERM PLEASE CLICK ON THE LEXICON LIBRARY LINK: LEXICON LIBRARY TERM Standard Operating Procedure (SOP) Work instruction (WI)

5.0 ASSOCIATED REFERENCE DOCUMENTS THE FOLLOWING DOCUMENTS PROVIDE ADDITIONAL INFORMATION: DOCUMENT NAME R-WI-QMI-11001 | ScreenShot | competency model

Procedure Title: – learning models

LOCATION http://bit.ly/R_WI_QMI_11001_CompetencyMo del

Page 2 of 4

QMS STANDARDS

CONTROLLED DOCUMENT: SOP-QMI-1003

DOCUMENT NAME WI-QMI-11001 | master business process; ”the” Match

LOCATION http://bit.ly/WIQMI11001

6.0 ASSOCIATED KNOWLEDGE DATABASE THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION: KNOWLEDGE DATABASE

LOCATION

7.0 ASSOCIATED TOOLS THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD: ASSOCIATED TOOLS QMerit Lexicon Library

LOCATION http://bit.ly/QMeritLexiconLibrary

8.0 REVISION HISTORY REVISION (X.X) DATE OF LAST REVISION

1.0 02/16/16

LAST APPROVAL DATE

02/15/16

(MM/DD/YY) (MM/DD/YY)

DOCUMENT AUTHOR: Greg Lush

DOCUMENT MANAGER: Greg Lush

REASON FOR CHANGE:

SECTION / PARAGRAPH CHANGED

Revision

1.0

All

CHANGE MADE

Initial entry of document

DATE OF REVISION MM/DD/YY

02/15/16

9.0 ELECTRONIC NOTIFICATION LIST: ELECTRONIC NOTIFICATIONS VP Technical Services VP Sales VP Engineering

Procedure Title: – learning models

Page 3 of 4

QMS STANDARDS

CONTROLLED DOCUMENT: SOP-QMI-1003

10.0

APPROVALS

SECOND APPROVER NAME: TRACY PRICE BUSINESS UNIT: QMERIT INC. TITLE: CEO AND CHAIRMAN SIGNATURE: ELECTRONIC APPROVAL

THIRD APPROVER NAME: BUSINESS UNIT: QMERIT INC. TITLE: SIGNATURE:

DOCUMENT HISTORY SECTION: Document Created on 02/15/16 by Greg Lush Edits and URLs on 02/16/16 by Greg Lush

Procedure Title: – learning models

Page 4 of 4

Links | manuals (numerical) and procedures (alpha) Saturday, February 13, 2016

9:55 AM

----Master NUMERICAL list (quality manuals

number the match; alphabetical all in

QMQMI0001TheMatch

the match; architect version

QMQMI0002TheMatchArchitect

description

link

http://bit.ly/QmQmi0002

the match; content author version

QMQMI0003TheMatchContentAuthor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0003

the match; content editor version

QMQMI0004TheMatchContentEditor

feedback, outcomes, and content management (learning collateral) http://bit.ly/QmQmi0004

the match; questions author version the match; questions editor version

QMQMI0005TheMatchQuestionsAuthor

configuration and testing of questions

http://bit.ly/QmQmi0005

QMQMI0006TheMatchQuestionsEditor

configuration and testing of questions

http://bit.ly/QmQmi0006

the match; assessments author version

QMQMI0007TheMatchAssessmentsAuthor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0007

the matching; assessments editor version

QMQMI0008TheMatchAssessmentsEditor

configuration and testing of assessments and schedules

http://bit.ly/QmQmi0008

if this is your first time, this is the manual for you

http://bit.ly/QmQmi0009

similar to first time; however, includes additional tactical elements

http://bit.ly/QmQmi0010

mostly action based procedures, these are commonly reference and include all of the "configuration" based work instructions

http://bit.ly/QmQmi0011

only if conditions require, smallest of all quality manual collections

http://bit.ly/QmQmi0012

the match; first-time version the match; memory refresh version

the match; reference version the match; conditional version

QMQMI0009TheMatchFirstTime QMQMI0010TheMatchMemoryRefresh

QMQMI0011TheMatchReference QMQMI0012TheMatchConditional

----Master ALPHA list (procedures) number

description

link

configuration; assessments

WI-QMI-51005

Assessments from inception to delivery, detailed approach for the most important of steps in QTAS

http://bit.ly/WiQmi51005

configuration; job task analysis

WI-QMI-1000

Detailed steps regarding preparing for and executing a job task analysis

http://bit.ly/WiQmi1000

configuration; questions

WI-QMI-51004

Specific details regarding questions and their configuration; regardless of assessment or learning

http://bit.ly/WiQmi51004

configuration; QTAS

WI-QMI-51003

First of the configuration procedures and for some may provide enough information

http://bit.ly/WiQmi51003

configuration; topics

WI-QMI-51006

Specific details regarding topics and their configuration; regardless of assessment or learning engine

http://bit.ly/WiQmi51006

content management

SOP-QMI-1005

Contribution and consumption of content guidelines and best practices

http://bit.ly/SopQmi1005

feedback; QTAS

SOP-QMI-1000

Guidelines and best practices for feedback at the question, topic and assessment level

http://bit.ly/SopQmi1000

learning models

SOP-QMI-1003

Points of consideration regarding the creation of learning models within an organization

http://bit.ly/SopQmi1003

master business process; QTAS

WI-QMI-11000

Good to be proceeded by WI-QMI-3000, this instruction goes over http://bit.ly/WiQmi11000 the holistic design of questions, topics, assessments and scheduling (QTAS)

master business process; "the" Match

WI-QMI-3000

Overview of the entire process from skill and labor match to qualification via the assessment (s)

metadata; QTAS

WI-QMI-51001

http://bit.ly/WiQmi3001 http://bit.ly/WiQmi51001

Considerations regarding the use of Metadata across your QTAS environment outcomes; QTAS

SOP-QMI-1001

Guidelines and best practices for outcomes at the question, topic and assessment level

http://bit.ly/SopQmi1001

skill and labor matching

WI-QMI-4000

Two exercises specific to skill and labor matching with an output of a "activity alignment matrix"

http://bit.ly/WiQmi4000

solution design

WI-QMI-0100

Translation of a prospects requirements into objectives and benefits

http://bit.ly/WiQmi0100

Planning Page 1

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-0100

BUSINESS UNIT:

QMerit Inc. 111 Pacifica, Suite 200, Irvine, CA 92618

STANDARD TYPE:

Work Instruction

PROCEDURE TITLE: Solution design

AREA: Management Systems TYPE OF PROCEDURE:

Originating Customer

DOCUMENT NUMBER: WI-QMI-0100 REVISION: 1.0

PROCEDURE STATUS

IMPLEMENTED

RELEASED

02/12/16

mm/dd/yy

UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT

1.0 PURPOSE/SCOPE The QMerit platform is far from being considered an incremental innovation. Existing “last mile work delivery” platitudes have run their course, individuals, corporations, and our perspectives as a culture are all shifting significantly. Instead, it is time to change the way we look at things and provide work opportunities to the best skilled and best performers as referenced at the discrete work and project level. A solution design consists of the translation of a prospects requirements into objectives and benefits related to the use of the QMerit platform. The solution design deliverable is really a starting point for discussion and confirmation of assumptions made during the Discovery phase. Once the final iterations have been completed the design document is turned over to the project team and formal project requirements are generated. 2.0 RESPONSIBILITIES 2.1 TASK RESPONSIBILITIES QMerit Inc. maintains certain policies to encourage appropriate levels of feedback for workers. It is the responsibility of QMERIT Inc. and its’ clients to implement and operate this procedure in their areas of operation and to:  

2.2 APPROVAL / ESCALATION RESPONSIBILITIES It is the responsibility of QMERIT Inc. and its’ clients to implement this SOP

Procedure Title: – solution design

Page 1 of 5

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-0100

The QMerit Inc. CLO is the point of escalation for all matters inquired upon or contested with regards to this policy. 3.0 PROCEDURE (WI STEPS) 3.1 DISCOVERY STEP WHAT 1. Initial meeting

WHEN First meeting with a prospect which has expressed interest

COMPETENCY (WHO) QMerit evangelist

2. Research

Before and after the initial meeting

QMerit evangelist

3. Site visit (a day in the life)

As close as possible to the first meeting and preferably after the research has started

QMerit evangelist

WHEN Depending upon the prospects workforce size and dynamics, our partner Mercer will be called in to work alongside of QMerit personnel

COMPETENCY (WHO) QMerit evangelist, project team, and Mercer human workforce sciences team

HOW (TOOLS) Preferably in person, this informal meeting starts the process of understanding the prospects business and some of their current business challenges Based on the prospects insights assemble industry information and learnings from related industries and services This visit, generally a day or two depending upon the client, explores how the organization is working. Optimum results come from pairing the evangelist with the actual individuals performing the work.

3.2 FEASIBILITY (ADVANCED) STEP WHAT 1. Feasibility study

Procedure Title: â&#x20AC;&#x201C; solution design

HOW (TOOLS) Typically this engagement involves a field visit whereas the team debriefs the client on a MON. afternoon, analysis TUE. through THU, delivers

Page 2 of 5

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-0100

STEP

WHAT

WHEN

COMPETENCY (WHO)

HOW (TOOLS) proposed solution FRI.

Human Capital data review process is initiated and results are calculated and compared against industry norms A series of presentations/wor kshops are delivered and designed to obtain business information which will be leveraged in the configuration of the Qmerit platform.

2. Internal labor market analysis

In conjunction with the feasibility study

Mercer

3. Adoption plans

In conjunction with the feasibility study

QMerit evangelist, project team, and Mercer human workforce sciences team

WHEN After procedures 3.1 and 3.2 have concluded

COMPETENCY (WHO) QMerit evangelist, project team, and Mercer human workforce sciences team

2. Solution design acceptance

Post solution design delivery and discussion

QMerit evangelist, project team, and Mercer human workforce sciences team

3. Demonstration

Post solution design review and before solution design acceptance

QMerit evangelist, project team, and Mercer human

3.3 DELIVERABLES STEP WHAT 1. Solution design

Procedure Title: â&#x20AC;&#x201C; solution design

HOW (TOOLS) The design document is generally configured with an objective, primary and related benefits. Agreeing to a solution design generally starts the process to begin a pilot. Many times the solution design is formalized by engineering as a product requirements document. Solution design will be leveraged to create a meaningful and

Page 3 of 5

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-0100

STEP

WHAT

WHEN

COMPETENCY (WHO) workforce sciences team

HOW (TOOLS) relevant demonstration to the prospect.

4.0 SPECIAL POST SOLUTION DESIGN DELIVERY DEFINITIONS THE FOLLOWING TERMS ARE REFERRED TO IN THIS STANDARD; TO VIEW THE DEFINITION OF EACH TERM PLEASE CLICK ON THE LEXICON LIBRARY LINK: LEXICON LIBRARY TERM Standard Operating Procedure (SOP) Work instruction (WI)

5.0 ASSOCIATED REFERENCE DOCUMENTS THE FOLLOWING DOCUMENTS PROVIDE ADDITIONAL INFORMATION: DOCUMENT NAME Internal labor markets

LOCATION http://beinknow.mercer.com/category/internallabor-market/

6.0 ASSOCIATED KNOWLEDGE DATABASE THE FOLLOWING KNOWLEDGE DATABASES PROVIDE ADDITIONAL INFORMATION: KNOWLEDGE DATABASE

LOCATION

7.0 ASSOCIATED TOOLS THE FOLLOWING TOOLS MAY BE REQUIRED FOR COMPLIANCE TO THIS STANDARD: ASSOCIATED TOOLS QMerit Lexicon Library

LOCATION http://bit.ly/QMeritLexiconLibrary

8.0 REVISION HISTORY REVISION (X.X) DATE OF LAST REVISION (MM/DD/YY)

Procedure Title: – solution design

1.0 02/12/16

Page 4 of 5

QMS STANDARDS

CONTROLLED DOCUMENT: WI-QMI-0100

LAST APPROVAL DATE (MM/DD/YY)

DOCUMENT AUTHOR: Greg Lush

02/12/16

DOCUMENT MANAGER: Greg Lush

REASON FOR CHANGE:

SECTION / PARAGRAPH CHANGED

Revision

1.0

All

CHANGE MADE

Initial entry of document

DATE OF REVISION MM/DD/YY

02/12/16

9.0 ELECTRONIC NOTIFICATION LIST: ELECTRONIC NOTIFICATIONS VP Technical Services VP Sales VP Engineering 10.0

APPROVALS

SECOND APPROVER NAME: TRACY PRICE BUSINESS UNIT: QMERIT INC. TITLE: CEO AND CHAIRMAN SIGNATURE: ELECTRONIC APPROVAL

THIRD APPROVER NAME: BUSINESS UNIT: QMERIT INC. TITLE: SIGNATURE:

DOCUMENT HISTORY SECTION: Document Created on 02/12/16 by Greg Lush

Procedure Title: – solution design

Page 5 of 5

February 2016 Copyright ÂŠ 2016 by QMerit Inc. 111 Pacifica, Suite 200 Irvine, California 92618 Contact: qmerit@qmerit.com

This document may not, in whole or in part, be copied, photocopied, reproduced, translated, or reduced to other physical or electronic form without prior written consent, in writing from QMerit Inc.