PBP study materials
PBP study resources

PBP key terms

PBP · Get comfortable with the vocabulary.

Performance Improvement (PI)

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.

Related: Performance Gap, Benchmarking
Performance Gap

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.

Related: Needs Assessment, Performance Improvement (PI)
Performance Consulting

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.

Related: Root Cause Analysis, Needs Assessment
Human Performance Technology (HPT)

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.

Related: Performance Improvement (PI), Intervention Selection
Intervention

A deliberate change, such as training, feedback, job redesign, incentives, or tools, introduced to close a performance gap and produce measurable improvement.

Related: Intervention Selection, Performance Gap
Needs Assessment

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.

Related: Performance Gap, Root Cause Analysis
Root Cause Analysis

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.

Related: Environmental Analysis, Intervention Selection
Environmental Analysis

Examination of the organizational conditions surrounding performers, including information, resources, incentives, and motives, to determine which external factors support or block desired performance.

Related: Root Cause Analysis, Gap Analysis
Gap Analysis

A comparison of required and actual knowledge, skills, or results that quantifies the shortfall and helps prioritize where improvement resources should be directed.

Related: Needs Assessment, Performance Gap
Systems Thinking

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.

Related: Intervention, Stakeholder Analysis
ADDIE Model

A five-phase instructional design framework covering analysis, design, development, implementation, and evaluation, used to structure projects from needs identification through results review.

Related: Formative Evaluation, Summative Evaluation
Benchmarking

Comparing an organization's processes or results against recognized standards or high-performing peers in order to set realistic targets and identify improvement opportunities.

Related: Performance Improvement (PI), Key Performance Indicator (KPI)
Stakeholder Analysis

Identifying the people and groups affected by or able to influence an initiative, then assessing their interests and influence to plan engagement and communication.

Related: Stakeholder, Project Charter
Stakeholder

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.

Related: Stakeholder Analysis, Sponsor
Sponsor

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.

Related: Stakeholder, Project Charter
Project Charter

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.

Related: Scope, Sponsor
Scope

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.

Related: Scope Creep, Project Charter
Scope Creep

Gradual, unapproved expansion of an initiative's boundaries, which dilutes focus and consumes resources unless changes are formally reviewed and accepted.

Related: Scope, Change Management
Business Case

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.

Related: Cost-Benefit Analysis, Return on Investment (ROI)
Cost-Benefit Analysis

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.

Related: Business Case, Return on Investment (ROI)
Return on Investment (ROI)

A ratio that compares net benefits from an initiative with its costs, usually expressed as a percentage, used to demonstrate financial value to sponsors.

Related: Cost-Benefit Analysis, Business Case
Work Breakdown Structure (WBS)

A hierarchical decomposition of an initiative's total work into manageable, deliverable-oriented components that supports estimating, scheduling, and assignment of responsibility.

Related: Project Plan, Milestone
Project Plan

A document describing how an initiative will be executed, covering schedule, resources, responsibilities, risks, and communication, and updated as conditions change.

Related: Work Breakdown Structure (WBS), Milestone
Milestone

A significant, verifiable point in a schedule marking completion of a major deliverable or decision, used to track progress without representing duration itself.

Related: Project Plan, Key Performance Indicator (KPI)
Change Management

The structured application of communication, sponsorship, training, and reinforcement so that people affected by a change adopt it and sustain new ways of working.

Related: Stakeholder Analysis, Scope Creep
Pilot

A limited trial of an intervention with a small group or site, used to test feasibility and early results before wider implementation.

Related: Formative Evaluation, Implementation Fidelity
Implementation Fidelity

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.

Related: Pilot, Summative Evaluation
Key Performance Indicator (KPI)

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.

Related: Benchmarking, Milestone
Formative Evaluation

Evaluation conducted while an intervention is being developed or delivered, intended to surface problems and guide immediate adjustments rather than to judge final worth.

Related: Summative Evaluation, Pilot
Summative Evaluation

Evaluation conducted after an intervention is complete or mature, judging its overall effectiveness, impact, and value against intended outcomes and costs.

Related: Formative Evaluation, Return on Investment (ROI)
Kirkpatrick Four Levels

A widely used framework for judging training results across four levels: reaction, learning, behavior, and results, moving from immediate perceptions to organizational outcomes.

Related: Summative Evaluation, Transfer of Learning
Transfer of Learning

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.

Related: Kirkpatrick Four Levels, Change Management
Baseline

Measurements taken before an intervention begins, providing the reference point against which later results are compared to estimate change.

Related: Summative Evaluation, Key Performance Indicator (KPI)
Validity

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.

Related: Reliability, Baseline
Reliability

The consistency of a measurement, meaning repeated administrations or different raters produce similar results when the underlying performance has not changed.

Related: Validity, Baseline
Code of Ethics

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.

Related: Conflict of Interest, Informed Consent
Conflict of Interest

A situation in which a practitioner's personal, financial, or other interest could improperly influence professional judgment, requiring disclosure and often recusal or mitigation.

Related: Code of Ethics, Confidentiality
Confidentiality

The obligation to protect information entrusted during professional work, such as performance data or assessment results, disclosing it only as authorized or legally required.

Related: Informed Consent, Conflict of Interest
Informed Consent

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.

Related: Confidentiality, Code of Ethics
Evidence-Based Practice

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.

Related: Validity, Needs Assessment