The Match | Content editor Quality control number: QM-QMI-0004 Version 1.0 - FEB2016 Developed by: QMerit Evangelism and Learning
The Match | Content editor 2016 Contents
A.
Introduction to “The Match� and manual organization ...................................................................................... 2
B.
Navigating QMerit Inc. quality manuals ..................................................................................................................... 3
C.
Maintenance Responsibilities .......................................................................................................................................... 4
Revision History............................................................................................................................................................................... 4
1
The Match | Content editor 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 | content editor 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.
2
The Match | Content editor 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.
B.
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
3
The Match | Content editor 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.
C.
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:
4
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 | Content editor 2016
February 2016 Copyright Š 2016 by QMerit Inc. 111 Pacifica, Suite 200 Irvine, California 92618 Contact: qmerit@qmerit.com
All Rights Reserved
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.
5
QMS STANDARDS
CONTROLLED DOCUMENT: SOP-QMI-1005
BUSINESS UNIT:
QMerit Inc. 111 Pacifica, Suite 200, Irvine, CA 92618
STANDARD TYPE:
Standard Operating Procedure
PROCEDURE TITLE: Content management
AREA: Management Systems TYPE OF PROCEDURE:
HR and Learning
DOCUMENT NUMBER: SOP-QMI-1005 REVISION: 1.0
PROCEDURE STATUS
IMPLEMENTED
RELEASED
02/10/16
mm/dd/yy
UNLOCK DOCUMENT TO EDIT BEYOND THIS POINT
1.0 PURPOSE/SCOPE Ensuring that learning content exists in an accessible and efficient format to workers is paramount when implementing a platform like QMerit. Since workers have the ability to make declarations across many industries, services, and skill groups the delivery of learning becomes very dynamic and is no longer considered “event-based”. As with all of the functions within the QMerit platform, deployment is designed to enhance existing transactional systems by leveraging and adding additional perspective to the enterprise data sets. To that end points of consideration have been added in section 3.0 of this procedure. 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 The QMerit Inc. CLO is the point of escalation for all matters inquired upon or contested with regards to this policy. Procedure Title: – content management
Page 1 of 4
CONTROLLED DOCUMENT: SOP-QMI-1005
QMS STANDARDS
3.0 PROCEDURE (SOP) 3.1 Access: depending upon where the content is stored and if authentication is required a single sign-on may be required between existing enterprise management systems and the QMerit platform. 3.2 Breakup: learning content should be assessed to determine if the style of delivery is appropriate for a dynamic environment. Often times face-to-face or lecture style content is broken into bitesize pieces to optimize consumption by components within the QMerit platform. 3.3 Dynamic: QMerit’s contextual learning provides a mechanism to capture work based learning content including, video, audio and image formats. If existing enterprise systems already capture this style of content, consideration should be made to establish the primary contribution/consumption toolset. 3.4 Media types: when you switch the work model from a time-based to an activity-based working environment the length and format of media should follow in order to optimize delivery effectiveness. Consideration should be made: 3.4.1 Video content should be less than three minutes, preferably focused at 60 seconds to 90 seconds 3.4.2 Images should be grouped when appropriate to assist the learner in seeing the whole story. 3.4.3 The image quality and composition should not be overlooked; they are both important related to a workers’ ability to receive the intended message 3.5 Streaming media: open source tools such as YouTube and Vimeo are popular choices in CY2016. A couple of considerations: 3.5.1 Links to content: When referencing this content within training or quality lists, care should be taken to use some form of a URL abbreviation tool, such as bit.ly. Often the media changes and if using an abbreviation tool, you can easily update the source without having to update all of the referenced documents. 3.5.2 Portfolios or channels: grouping content by subject matter or some other logical grouping will help in referencing similar media in the future. Also, most tools allow you to control access at the portfolio / channel levels as well. 3.6 Summary of work activity related content: QMerit skill groups are used throughout the product. These skill groups, fundamental, proficient, and expert provide segregation of many elements and components. A summary of all content consumed by the QMerit platform organized in these three groups will prove to be very valuable for your deployed workers. You may consider using these column headers for your summarized list, by skill group: media (title), type with time if streaming, objective, access (link or instructions), skill group (fun, pro, exp), assessment (if applicable), and comments. 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 Single sign on (SSO) Standard Operating Procedure (SOP) Work instruction (WI)
Procedure Title: – content management
Page 2 of 4
QMS STANDARDS
CONTROLLED DOCUMENT: SOP-QMI-1005
5.0 ASSOCIATED REFERENCE DOCUMENTS THE FOLLOWING DOCUMENTS PROVIDE ADDITIONAL INFORMATION: DOCUMENT NAME WI-QMI-11001 | Master business process; learning alignment
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
02/10/16
(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: ELECTRONIC NOTIFICATIONS VP Technical Services
Procedure Title: – content management
Page 3 of 4
QMS STANDARDS
CONTROLLED DOCUMENT: SOP-QMI-1005
ELECTRONIC NOTIFICATIONS 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 02/10/16 by Greg Lush Edits and URLs on 02/16/16 by Greg Lush
Procedure Title: – content management
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
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
February 2016 Copyright Š 2016 by QMerit Inc. 111 Pacifica, Suite 200 Irvine, California 92618 Contact: qmerit@qmerit.com
All Rights Reserved
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.