Resume for Steven Schatz

Instructional Design | Organizational Learning | Performance Improvement
1004 W. 6th Street |
Bloomington, IN 47404 |

Instructional Design

  • Project manager for teams nationwide for corporate ID projects.
  • Graduate level faculty at UMass, Boston teaching instructional design, evaluation, project management. Developed and taught online, hybrid and F2F courses.
  • Undergraduate & Master level faculty at University of Hartford teaching ed tech and instructional design. Accreditation coordinator guiding systemic change.
  • Consultant for dozens of ID and HPT solutions in financial, tech, manufacturing, education, and military organizations.
  • Targeted solutions with clear goals and measure achieving excellent ROI.
  • Use of technology to support and share learning across groups.

Organizational Learning, Communication, Structure, Use of Knowledge

  • Knowledge sharing, discovery, and growth (How do we know what we know?).
  • Analysis of needs, motivations, and sensemaking of pertinent players.
  • Goal setting and strategic attainment.
  • Design and implementation of feedback systems to improve performance.
  • Design and implementation of effective communication tools and methods.

Small Business Planning

  • Support the design of business plans.
  • Goal clarification, identifying metrics, and strategizing attainment.
  • Use of online tools to improve effectiveness.


Ph.D. Instructional Systems Technology
Indiana University 2004.

Masters of Arts, Education
Department of Instructional Technologies San Francisco State University 1993.

Bachelor of Arts, Government
University of Texas, Austin, 1977, Cum laude.

Work History

Independent Corporate Consultant and Trainer in Organizational Communication, Instructional Design, Training in Software and Design Skills 1999-present

Principal – Any Summer Sunday Books 2018 – Present

Consultant/Trainer for Massachusetts Department of Rehabilitation, 2011 – 2015

Core Faculty: UMass, Boston Masters’ program in Instructional Design 2012-2015
Developed and taught classes in Analysis; Evaluation; Project Management.
Teaching modalities: online asynchronous, online synchronous, blended, F2F.

Assistant Professor, Educational Technology University of Hartford 2004 – 2009
Accreditation lead for School of Education

Software Skills

CorelDraw Suite – competent and experienced in layout and basic photo editing. Not a graphic designer.
Audacity – competent and experienced in voice audio recording
Camtasia/Snaggit – Advanced and very experienced user including audio/ video editing, special effects, creating training videos for online delivery, online lectures
Office Suite – Advanced user of word, excel. Competent at database design and construction.
Elearning – Competent in Storyline 360 & basic HTML. Familiar with other authoring software.

Consulting Projects

Connecticut Coalition to End Homelessness Effective use and support of the implementation of online data collection tool. Fundamentally changed training and implementation approach resulting in 54% increase in use of tools and substantial savings.

U.S. Navy – Develop prototype performance support portal. Recommend functionalities to support user-centric knowledge transfer and support and reach agreement between diverse players with substantially different motivations.

Web Based Training project – Consultation, Design and Production – Over 10,000 trained with excellent terminal behavior sustained over time. All instructional goals met and exceeded.

Adjunct Faculty San Francisco State University 1995 – 1998
Graduate courses: Using Computer Graphics in Instruction. Web Based Training: Theory and Practice

Project Manager: PowerStart CD ROM & Video Tutorials – Design, Production, Sales Minimalist instruction for software tools. Unique methodology using Show/Do/Cue technique. Hundreds of copies sold. Design, production and marketing of 16 products.

Instructional Design: Workshops for in-service teachers in Oregon, Washington, California Building Presentations, Planning Presentations, Designing and Building WBT, Writing process, authoring process, technology in education, multimedia.

Curriculum Guide, Apple Computer
Using technology, computers and the writing process to support writing throughout the curriculum — Grades 5 – 12.

E-read Ohio Design and implementation of meta tag system for statewide literacy programs.

Conference Presentations

Training 2014Change Design Process: The Evolution of Instructional Design and Organizational Learning.
AECTDynamic Online Performance Support Systems – A New Class of Learning Intervention for the Information Age. Changing Practice with Sociotechnical Implementation of Web –based Tools.
CT ASTD 2006Invited Speaker – Plenary Session – Gardening in the Information Thicket: New technologies to support OJT.
AERA 2005Improving Learning Object Schemas and Performance Support Systems Through Information Retrieval Evaluation . Unique Meta Data Schema in a Performance Support System – Workplace Learning SIG.
TechLearn 2004The trouble with training is training. A new class of online performance improvement interventions.
ADL PerformanceInvited presenter for military and government associated companies using ADL SCORM to increase performance.
ELearn 2003Dynamic Online Performance Support Systems: Methods and reasons for a new class of performance support tools.
AERA 2002Effects of HPT on developing functions and unique meta tagging schemas for a Performance Support Portal.
ISPI National 2002Harnessing Learning Objects in a Performance Support Portal.
AERA 2001The Internet Learning Forum: Conceived as a Socio-Technical Interaction Network. Joint presentation with Sasha Barab.
Training ’991) Creating Online Learning Spaces. 2) Harnessing the Power of Interactivity – A New Model for Design.
ASTD NationalEffective Electronic Presentations – Using Idea Clusters for Effective Communication
ASTDEffective Web Based Training presentation for instructional designers.

Professional Publications

Inviting the Democratization of the Adolescent. (August, 2020) Bray, P.M., & Schatz, S. C. AMI Journal, p 120-125.

A model for developing meta-cognitive tools in teacher apprenticeships. (July 2013) Bray, P.M., & Schatz, S. C. Journal of Teacher Education for Sustainability, (15):1, p 48-56.

Improving Performance Support Systems through Information Retrieval Evaluation. (2006) Schatz. Journal of Interactive Learning Research (17):4 , p 407-423.

Designing Performance Interventions for the Information Age: DOPSS Functions and the USE Method. (2006) Schatz and Schwen. Performance Improvement Quarterly (19)2, p 189-210.

Unique Meta- Data Schemas: A model for user-centric design of a performance support system. (2005) Schatz. Educational Technology Research and Development (53)4, p. 69-85.

A Little DOPSS will do you: A New Class of Performance Intervention. (2004) Schatz. Performance Improvement (43)1, p. 30-35.

A Matter of Design: Proposal to encourage the evolution of design in instructional design. (2004) Schatz, Performance Improvement Quarterly (16)4, p. 59-76.

Using activity theory to conceptualize online community. (2004) Barab, Schatz, and Scheckler. Mind, Culture and Activity (11),1, p. 25-47.

Meta Tagging Knowledge Bits: A Model for Instructional Designers Schatz, 2002, Featured article on IMS site –

Show/Do/Cue: A model for introductory software instruction Schatz, 1998, Encyclopedia of Library and Information Science, Volume 62, Supplement 25.

Show/Do/Cue : A model for training use of software tools. (1996) Schatz, Technological Horizons in Education Journal (24)2, p 86-90.