Intervention Set Selection
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About this ebook
Simone G. Symonette
SIMONE G. SYMONETTE is a consultant with over 15 years of experience in performance improvement. Earning a PhD from Indiana University in instructional systems technology while working in corporate environments has enriched this body of work. As well as, holding a master’s degree in public administration from the University of Central Florida and an undergraduate degree in international studies from Bethune-Cookman University. Research interests include human performance technology, specifically intervention set selection. The author can be reached at simone.symonette@gmail.com.
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Book preview
Intervention Set Selection - Simone G. Symonette
CONTENTS
Chapter 1: An Analogy
The Role of Reasoning
Implications for Future Research
Scholarly Foundation
Chapter 2: Initiating Principles
Initiating Principle 1: Client’s attention
Initiating Principle 2: Client self-diagnoses
Initiating Principle 3: Analysis and tacit knowledge
Initiating Principle 4a: Interconnectedness
Initiating Principle 4b: Seek cross-functionality
Prerequisite Principle 1: Acquire practical experience
Prerequisite Principle 2: Acquire expertise and collaboration
Defining Intervention Set Selection
Chapter 3: Schemata Elements Of Intervention Set Selection
Composition schemata
Directional dependence schemata
Mechanism of action schemata
Enforcement schemata
Transformation schemata
Reverberation schemata
Chapter 4: Permeating Principles
Permeating Principle 1a: Intervention set system perspective
Permeating Principle 1b: Consider consequence and reflect
Permeating Principle 1c: Understand the impact of the set
Permeating Principle 2: Select an evidence-based set
Permeating Principle 3a: Balance art, science, and intuition
Permeating Principle 3b: Avoid the cookie cutter approach
Permeating Principle 4: Intervention set modelling (ISM)
Permeating Principle 5: Be open to continuous feedback
Chapter 5: Intervention Set Selection Substantive Theory
Component 1: Comprehension of the situation
Component 2: Activating schemata
Component 3: Adhere to principles
Chapter 6: Conclusion
Lesson 1 – Practitioners select intervention sets
Lesson 2 – There are discernable patterns
Lesson 3 – There are guiding principles
Lesson 4 – Intervention set schemata exist
Lesson 5 – Substantive theory of intervention set selection
Future endeavors
Reflections
References
Appendix A: Intervention Set Selection Job Aid
LIST OF FIGURES
Figure 1: Composition Schemata
Figure 2: Directional Dependence Schema
Figure 3: Mechanism of Action Schemata
Figure 4: Enforcement Schemata
Figure 5: Transformation Schemata
Figure 6: Reverberation Schemata
Figure 7: Intervention Set Selection Substantive Theory
CHAPTER
1
AN ANALOGY
How a consultant selects an intervention set is similar to how a physician selects a treatment. If a patient complains to their physician about a health issue, such as pain in their stomach, it is very rare that the physician will prescribe a single medicine to address the problem without subsequent analysis of the patient’s condition. The initial patient analysis consists of the physician making observations and asking questions in order to arrive at a treatment based on the evaluation of the patient’s conditions. This is similar to what a performance improvement consultant refers to as the analysis phase and is typically done with the aid of diagnostic and process models.
Analysis and intervention set selection work in tandem to power the final intervention set the practitioner selects, designs, develops, and implements. Just as a physician selects a course of treatment based on a prior experience, a consultant’s analysis informs his or her intervention set selection. The two processes converge when a consultant’s analysis questions leads the consultant to check and confirm their assumptions about a particular performance problem. This is referred to as comprehension of the situations and leads the way for the second and third components.
Similar to the physician illustration, as the consultant asks more questions, they also draw upon their prior experiences; that is, a cluster of interventions or problems they have encountered in the past. Drawing upon previous experiences activates the various schemata. The schemata continuously change as a consultant answers new questions about the performance problem, allowing the intervention set to take shape. Returning to the example, the consultant also seeks guidance or advice from other sources just as a medical doctor may turn to physician’s reference books or electronic database references. For the performance consultant, these references may also come in the form of books on interventions and classification of models as well as journal articles and case studies. If a treatment is not selected after referring to the literature, the physician may then contact other experts and colleagues in their network who are familiar with other specific cases of the problem and can provide insights into how to proceed with diagnosing and selecting a treatment. While this is taking place, the consultant’s schemata are changing as they accommodate and assimilate the new information to further comprehend the situation and select an intervention set. In turn, this engages the second component of the substantive theory of intervention set selection: activating schemata to synthesize an intervention set.
Reasoning is necessary for a consultant to adjust and to accommodate the contextual intricacies of each performance problem. Similar to rare illness cases, the treatments are not straight forward. A patient’s treatment may be experimental, regimented, and conducted over a period of time and requiring follow-up visits for further observation. When prescribing a medicine, a medical doctor may emphasize the need for other treatment recommendations such