QMS STANDARDS
CONTROLLED DOCUMENT: WI-QMI-3001
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-3001 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
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QMS STANDARDS
CONTROLLED DOCUMENT: WI-QMI-3001
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-3001
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-3001
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
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QMS STANDARDS
CONTROLLED DOCUMENT: WI-QMI-3001
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)
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
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QMS STANDARDS
CONTROLLED DOCUMENT: WI-QMI-3001
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)
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
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QMS STANDARDS
CONTROLLED DOCUMENT: WI-QMI-3001
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
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QMS STANDARDS
CONTROLLED DOCUMENT: WI-QMI-3001
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:
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QMS STANDARDS
CONTROLLED DOCUMENT: WI-QMI-3001
SIGNATURE: ELECTRONIC APPROVAL
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 Changed from WIQMI3000 to WIQMI3001 due to bit.ly issues by Greg Lush
Procedure Title: – Master business process; “the” Match
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