Proactive Technologies Report – March, 2022

Recent Supply Chain Disruptions: Re-shoring Work to a Disrupted Workforce the Next Challenge, but Surmountable

by Dean Prigelmeier, President of Proactive Technologies, Inc.

No doubt about it, with the Crash of 2008 and the Covid-19 Crisis of 2020 most businesses have been forced into deep introspection about their products and services, their supply chains, maintaining their current and future workforce needs…even their survival and the evolving needs of an impacted consumer base. Any one of these topics would be plenty, but all at once while against the headwinds of an uncertain, but improving and evolving, economy and society is daunting.

Each one of these topics impacts the others. For example, changing a product or service may require adjustments or changes to the mix of suppliers and logistics, and may even influence decisions to perform tasks in-house or outside. Changing products or services, and potentially the tasks requiring workers to perform them, will determine what skills incumbent and new workers will need. It will require a reassessment of current worker selection practices, core skill development and task-related training. Most operations should consider to:

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  • Re-determine products/services;
  • Determine tasks required to deliver products and services;
  • Define task procedures for best practice performance;
  • Develop “job performance aids” (e.g. process documents, quality documents);
  • For non-process document driven tasks, define the best practice to complete the job data set
  • Develop structured on-the-job training materials so they are ready before new processes begin;
  • Define related technical instruction to build worker core skills for mastering task-based training;
  • Determine which tasks to be performed in-house and which off-site;
  • For in-house work, assess current workforce for core skills learned and mastered so the foundation upon which to master tasks is confirmed;
  • Remediate deficient levels of core skills;
  • Deliver structured on-the-job training for incumbent workers
  • Apply same worker development process and standards to new-hire workers
  • (For supplier-performed tasks) Supply assessment and structured on-the-job training materials along with engineering and quality documents to dramatically expedite the adjustment to high quality vendor performance
  • Monitor, measure performance, continuously improve and maintain data for new changes.

You may be thinking this approach is too daunting to attempt. That is why many businesses get caught flat-footed when disruptions occur. If you might have convinced yourself, or have been convinced by others, that this approach is too time and labor intensive to warrant its consideration, that would be a shame. Ad hoc, disjointed, unfocused and unnecessarily too costly strategies are the only alternative. Anything between is half as effective. Read More


Thinking Past the Assessment – Unfinished Goals and Unrealized Expectations

by Stacey Lett, Regional Director of Operations – Eastern U.S. – Proactive Technologies, Inc.

Literally speaking, an “assessment” is the process of measuring the value, quality and/or quantity of something. There are many types of assessments, and methods for assessing. In theory, it is the process of evaluating one thing against a set of criteria to determine the match/mismatch.

There are assessments for risk, for taxes, vulnerability. There are psychological, health, and political assessments. There is a group of educational assessments that measure a variety of outcomes such as educational attainment – assessments of course content mastery, assessment of grade level attainment, assessments of Scholastic Aptitude Tests (“SAT”) that compare a student to their peers nationally and a variety of college readiness exams.

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“Determining that you, indeed, hired the right person for the job will not automatically ensure the person is successful in learning and mastering the job. The most important step in the employment process is seeing to it that the individual’s core knowledge, skills and abilities are applied in learning and mastering the tasks which they were hired to perform. That is where the money is made. “

Educational assessments have been adapted for use in workforce development and employment, used to assess a prospective employee’s suitability for a job opening. They often measure more of what, if anything, a student learned and retained before graduating than how they match the employer’s actual job opening. Psychological assessments have been adapted to measure a prospective employee’s sociability to the workplace, morphing into a new category called “psychometric assessments.”

We have seen a growth in the employment assessment industry over the past 2 decades – particularly after 9-11. There are assessments for cognitive tests, physical abilities, “trustworthiness,” credit history, personality, criminal background and more. When used improperly, the methods have been challenged in court for their appropriateness and intent. Read More


Pairing Structured On-the-Job Training with Related Technical Instruction Just Makes Sense

by Frank Gibson, Workforce Development Advisor, retired from The Ohio State University – Alber Enterprise Center

I have for worked with educational institutions for many years, trying to reach out to employers with the latest and best courses and seminars they had. It is what we did with good intentions, but in many cases this was a difficult sale at best. Their products were often already built…before they precisely knew the needs of the employer. If the employer engaged them for our services, when delivered it was more of an underwhelming experience for the customer than I felt comfortable with. Often it didn’t lead to follow-on work.

An employer’s operation is driven by accounting for the bottom line. Accountants are quick to dismiss core and technical instruction as a cost. That is what they were taught in college, and truthfully there is no evidence that attending a course improves work performance in most cases. Sadly, that level of “job relevance” or content validity was considered less important than the power of the institution’s name that was promoting the products or services.

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When I became familiar with Structured On-The-Job Training (SOJT), I appreciated SOJT because SOJT built from the bottom up. The training delivery structure was designed around the actual tasks the employee is expected to master, for which the employer hired the individual in the first place. Structuring the best practices into training delivery so that workers can learn faster how to perform each task and to standardize the delivery between each shift’s trainers and each trainee gets to the company’s bottom line. It is seen as an investment that can be defended to accountants, unlike core and technical instruction. Read More


Replicating Your Best Performers

by Dean Prigelmeier, President of Proactive Technologies, Inc.

One project I was involved with sought to establish a structured on-the-job training program for a “CNC Operator” position and establish an apprenticeship. It consisted of around 40 different machines; manual and NC-operated of several brands, controller types and purposes. When I analyze a job – task by task – I first contact the resident “subject matter expert.” It is my experience that in lieu of accurate standard process documents that everyone can use when assigned a machine, each operator keeps their own setup and operation notes. They are usually reluctant to share them.

As analysts, we assume that if the subject matter expert is assigned to us, it is a reflection of management’s confidence in the operator’s consistently high level of performance. We also learn a lot about the sub-culture that has arisen at the organization, bordering on “work performance anarchy.” Despite the connotations, this is a useful revelation. This lack of vital information sharing that has been going on can be eliminated. The collective wealth of task-specific information can be screened, validated, standardized and revision-controlled to be shared with all who are asked to perform the tasks.

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This highlights several other preexisting issues in addition to the obvious. First, if the company is ISO/AS/AITF certified, an auditor would be appalled and likely “gig” the company for the use of uncontrolled “process documents.” Notes in toolboxes and lunchboxes are not revision controlled. If the company has even questionable process documents that they claim drive their “high level of quality performance” the existence of operator notes are a strong contradiction. A client visiting the site may have serious doubts about the practices, as well.

The next issue is, “what role do these notes play in the training of new-hires and cross-training incumbents?” Does the trainee even know these are available? My experience has been that each trainee is on their own to create their own notes…if they even think it is necessary. So now we have multiple sets of notes for each machine, seldom compared and standardized, AND the company’s process documents if they exist. This is a recipe for incidents of scrap, rework and equipment damage at a minimum.

It also appears that each trainee is on their own to learn the safe performance of each task. It is not enough to provide general safety knowledge learning. When a trainee is taught a task for the first time, that is when they should be shown how to apply the general safety knowledge to the safe performance of that task. Once a pattern is established, the trainee will be able to better apply the safety knowledge to the safe performance of all tasks. If ways to avoid a safety incident are known, shouldn’t that knowledge be shared with each trainee so that no one has to be hurt when the odds of an incident are known and avoidable? Read More


Read the full March, 2022 Proactive Technologies Report newsletter, including linked industry articles and online presentation schedules.

Posted in News

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    (Mountain Time) The philosophy behind, and development/implementation of, structured on-the-job training; the many benefits the employer can realize from the PROTECH© system of managed human resource development in more than just the training area; examples of projects across all industries, including manufacturing and manufacturing support companies. Program supports ISO/AS/IATF compliance requirements for “knowledge(expertise)” capture, and process-based training and record keeping. When combined with related technical instruction, this approach has been easily registered as an apprenticeship-focusing the structured on-the-job training on exactly what are the required tasks of the job. Registered or not, this approach is the most effective way to train workers to full capacity in the shortest amount of time –cutting internal costs of training while increasing worker capacity, productivity, work quality and quantity, and compliance.  Approx 45 minutes.

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    (Mountain Time) The philosophy behind, and development/implementation of, structured on-the-job training; how any employer can benefit from the PROTECH© system of managed human resource development in more than just the training area; building related technical instruction/structured on-the-job training partnerships for employers in across all industries. When partnering with economic development agencies, public and private career and technical colleges and universities, this provides the most productive use of available grant funds and gives employers-employees/trainees and the project partners the biggest win for all. This model provides the lacking support needed to employers who want to easily and cost-effectively host an apprenticeship.  Approx 45 minutes.

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    (Mountain Time) This briefing explains the philosophy behind, and development/implementation of, structured on-the-job training; how any employer can benefit from the PROTECH© system of human resource development in more than just the training area. This model provides the lacking support employers, who want to be able to easily and cost-effectively create the workers they require right now, need. Program supports ISO/AS/IATF compliance requirements for “knowledge(expertise)” capture, and process-based training and record keeping.  Approx 45 minutes.

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    (Mountain Time) The philosophy behind, and development/implementation of, structured on-the-job training; how any employer can benefit from the PROTECH© system of managed human resource development in more that just the training area; building related technical instruction/structured on-the-job training partnerships for employers across all industries one-by-one. How this can become a cost-effective, cost-efficient and highly credible workforce development strategy – easy scale up by just plugging each new employer into the system. When partnering with economic development agencies, and public and private career and technical colleges and universities for the related technical instruction, this provides the most productive use of available grant funds and gives employers-employees/trainees and the project partners the biggest win for all. This model provides the support sorely needed by employers who want to partner in the development of the workforce but too often feel the efforts will not improve the workforce they need. Approx. 45 minutes

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    (Mountain Time) The philosophy behind, and development/implementation of, structured on-the-job training; how any employer can benefit from the PROTECH© system of managed human resource development in more than just the training area; building related technical instruction/structured on-the-job training partnerships for employers across all industries and how it can become an cost-effective, cost-efficient and highly credible apprenticeship. Program supports ISO/AS/IATF compliance requirements for “knowledge(expertise)” capture, and process-based training and record keeping. When partnering with economic development agencies, public and private career and technical colleges and universities, this provides the most productive use of available grant funds and gives employers-employees/trainees and the project partners the biggest win for all. This model provides the lacking support needed to employers who want to easily and cost-effectively host an apprenticeship.  Approx. 45 minutes

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