PBP key terms
PBP · Get comfortable with the vocabulary.
- Performance Improvement (PI)
- Related: Performance Gap, Benchmarking
A systematic, ongoing process of measuring how well an organization, program, or individual performs and then applying changes intended to raise that performance toward a defined target.
- Performance Gap
- Related: Needs Assessment, Performance Improvement (PI)
The measurable difference between the results an organization currently achieves and the results it needs or has committed to achieve, used to justify and focus improvement effort.
- Performance Consulting
- Related: Root Cause Analysis, Needs Assessment
A partnership in which a practitioner works with clients to diagnose workplace performance problems and select solutions, many of which are not training, that address root causes.
- Human Performance Technology (HPT)
- Related: Performance Improvement (PI), Intervention Selection
A field and set of methods that apply systematic analysis, intervention design, and evaluation to improve individual and organizational performance, drawing on behavioral, cognitive, and systems knowledge.
- Intervention
- Related: Intervention Selection, Performance Gap
A deliberate change, such as training, feedback, job redesign, incentives, or tools, introduced to close a performance gap and produce measurable improvement.
- Needs Assessment
- Related: Performance Gap, Root Cause Analysis
A structured inquiry that identifies the gap between current and desired conditions, determines whether the gap is worth addressing, and clarifies what kind of response is required.
- Root Cause Analysis
- Related: Environmental Analysis, Intervention Selection
A technique for tracing a visible performance problem back to the underlying conditions, such as missing information, weak incentives, or flawed processes, that actually produce it.
- Environmental Analysis
- Related: Root Cause Analysis, Gap Analysis
Examination of the organizational conditions surrounding performers, including information, resources, incentives, and motives, to determine which external factors support or block desired performance.
- Gap Analysis
- Related: Needs Assessment, Performance Gap
A comparison of required and actual knowledge, skills, or results that quantifies the shortfall and helps prioritize where improvement resources should be directed.
- Systems Thinking
- Related: Intervention, Stakeholder Analysis
An approach that treats an organization as interconnected parts whose interactions shape outcomes, so that a change in one area is expected to affect others.
- ADDIE Model
- Related: Formative Evaluation, Summative Evaluation
A five-phase instructional design framework covering analysis, design, development, implementation, and evaluation, used to structure projects from needs identification through results review.
- Benchmarking
- Related: Performance Improvement (PI), Key Performance Indicator (KPI)
Comparing an organization's processes or results against recognized standards or high-performing peers in order to set realistic targets and identify improvement opportunities.
- Stakeholder Analysis
- Related: Stakeholder, Project Charter
Identifying the people and groups affected by or able to influence an initiative, then assessing their interests and influence to plan engagement and communication.
- Stakeholder
- Related: Stakeholder Analysis, Sponsor
Any individual or group with an interest in, influence over, or exposure to the outcomes of a performance improvement effort, including sponsors, managers, performers, and customers.
- Sponsor
- Related: Stakeholder, Project Charter
The senior person who authorizes an initiative, provides resources and political support, and is accountable for removing barriers that the project team cannot resolve alone.
- Project Charter
- Related: Scope, Sponsor
A short authorizing document that states an initiative's purpose, scope, objectives, key roles, and constraints, giving the team a shared reference and formal permission to proceed.
- Scope
- Related: Scope Creep, Project Charter
The boundaries defining what an initiative will and will not address, including the populations, processes, and deliverables included, which protects against uncontrolled expansion of work.
- Scope Creep
- Related: Scope, Change Management
Gradual, unapproved expansion of an initiative's boundaries, which dilutes focus and consumes resources unless changes are formally reviewed and accepted.
- Business Case
- Related: Cost-Benefit Analysis, Return on Investment (ROI)
A documented justification for an initiative that compares expected benefits, costs, risks, and alternatives, used by decision makers to approve, defer, or reject the investment.
- Cost-Benefit Analysis
- Related: Business Case, Return on Investment (ROI)
A comparison that expresses an initiative's expected benefits and expected costs in comparable terms so decision makers can judge whether the investment is worthwhile.
- Return on Investment (ROI)
- Related: Cost-Benefit Analysis, Business Case
A ratio that compares net benefits from an initiative with its costs, usually expressed as a percentage, used to demonstrate financial value to sponsors.
- Work Breakdown Structure (WBS)
- Related: Project Plan, Milestone
A hierarchical decomposition of an initiative's total work into manageable, deliverable-oriented components that supports estimating, scheduling, and assignment of responsibility.
- Project Plan
- Related: Work Breakdown Structure (WBS), Milestone
A document describing how an initiative will be executed, covering schedule, resources, responsibilities, risks, and communication, and updated as conditions change.
- Milestone
- Related: Project Plan, Key Performance Indicator (KPI)
A significant, verifiable point in a schedule marking completion of a major deliverable or decision, used to track progress without representing duration itself.
- Change Management
- Related: Stakeholder Analysis, Scope Creep
The structured application of communication, sponsorship, training, and reinforcement so that people affected by a change adopt it and sustain new ways of working.
- Pilot
- Related: Formative Evaluation, Implementation Fidelity
A limited trial of an intervention with a small group or site, used to test feasibility and early results before wider implementation.
- Implementation Fidelity
- Related: Pilot, Summative Evaluation
The degree to which an intervention is delivered as designed, including adherence to content, dosage, and quality, which affects whether observed results can be attributed to it.
- Key Performance Indicator (KPI)
- Related: Benchmarking, Milestone
A small set of measures chosen because they reflect progress toward important outcomes, giving decision makers a concise signal of whether performance is on track.
- Formative Evaluation
- Related: Summative Evaluation, Pilot
Evaluation conducted while an intervention is being developed or delivered, intended to surface problems and guide immediate adjustments rather than to judge final worth.
- Summative Evaluation
- Related: Formative Evaluation, Return on Investment (ROI)
Evaluation conducted after an intervention is complete or mature, judging its overall effectiveness, impact, and value against intended outcomes and costs.
- Kirkpatrick Four Levels
- Related: Summative Evaluation, Transfer of Learning
A widely used framework for judging training results across four levels: reaction, learning, behavior, and results, moving from immediate perceptions to organizational outcomes.
- Transfer of Learning
- Related: Kirkpatrick Four Levels, Change Management
The extent to which knowledge or skills acquired in a learning event are applied and sustained in the actual work setting after the event ends.
- Baseline
- Related: Summative Evaluation, Key Performance Indicator (KPI)
Measurements taken before an intervention begins, providing the reference point against which later results are compared to estimate change.
- Validity
- Related: Reliability, Baseline
The extent to which a measurement or evaluation actually captures the performance or outcome it claims to measure, rather than an unrelated or partial aspect.
- Reliability
- Related: Validity, Baseline
The consistency of a measurement, meaning repeated administrations or different raters produce similar results when the underlying performance has not changed.
- Code of Ethics
- Related: Conflict of Interest, Informed Consent
A formal statement of the principles and standards of conduct expected of practitioners, guiding decisions where obligations to clients, learners, employers, and the public conflict.
- Conflict of Interest
- Related: Code of Ethics, Confidentiality
A situation in which a practitioner's personal, financial, or other interest could improperly influence professional judgment, requiring disclosure and often recusal or mitigation.
- Confidentiality
- Related: Informed Consent, Conflict of Interest
The obligation to protect information entrusted during professional work, such as performance data or assessment results, disclosing it only as authorized or legally required.
- Informed Consent
- Related: Confidentiality, Code of Ethics
Obtaining a person's voluntary agreement to participate in an assessment, study, or intervention after explaining purpose, procedures, risks, and how their data will be used.
- Evidence-Based Practice
- Related: Validity, Needs Assessment
Making professional decisions by combining the best available research evidence, valid local data, and stakeholder context rather than relying on habit or vendor claims alone.