This course will provide an overview of the types of performance assessment tools used by performance management practitioners, and the historical foundations of these assessments are explored. Strategies for conducting historical assessments will be shared, including lists of documents that may be reviewed to influence interventions. Indirect assessments, including diagnostic tools and consequence analyses, will be demonstrated using both research and practical applications. Reviews of different types of direct observation strategies will also be reviewed in the context of determining interventions, and finally, the use of experimental analysis in PM practice will also be discussed, including exploring why the use of these analyses are more common in clinical ABA than performance management practice.
This course goes beyond the current BCBA and BCaBA Task Lists by exploring performance assessment tools contextualized within organizational behavior management—a topic not explicitly addressed in traditional task list competencies. It is behavior‑analytic in nature, covering historical and indirect assessments, document review strategies, direct observation methods, and experimental analysis techniques used to guide intervention selection in performance management practice. Designed for certified and aspiring behavior analysts working in supervisory or organizational contexts, the course equips them with research-informed, practical tools to ethically assess, diagnose, and plan behaviorally based performance interventions in workplace settings.
Publication Date: May 2025
This Supervision course provides 3 CEU credits for BACB, QABA, and IBAO.
Speaker/Author
Shannon Biagi is the CEO and founder of Chief Motivating Officers, LLC, an organization committed to improving the world at work through practical behavior change strategies. As an experienced organizational behavior management (OBM) practitioner, educator, and executive coach, she has partnered with organizations around the globe to drive meaningful, measurable change and empower leaders at all levels. Shannon is a Board-Certified Behavior Analyst (BCBA) and a co-author of the best-selling textbook OBM Applied: A Practical Guide to Implementing Organizational Behavior Management. She is completing her doctorate in Instructional and Performance Technology at the University of West Florida. Shannon also served for six years as Director of Operations for The OBM Network, the world’s largest professional development organization focused on OBM.
Instructor Qualifications
Shannon Biagi’s CV
| Requirement Category |
Meets Requirement (✔) |
Evidence / Description |
| Published Peer-Reviewed Research or Books on the Subject |
☑ Yes |
Co-author of OBM Applied! (Volumes 1–4), a peer-reviewed scholarly book series focused on Organizational Behavior Management, performance assessment, systems analysis, and intervention design. Additional peer-reviewed publication in MIT Sloan Management Review and other scholarly and professional outlets addressing evidence-based management, diagnostic assessment, and performance analysis directly relevant to historical, indirect, direct, and experimental assessment methods in performance management practice. |
| ≥ 5 Years of Practical Experience(e.g., direct service delivery, applied practice, professional engagement) |
☑ Yes |
Over 10 years of applied professional experience in Organizational Behavior Management and performance management across nonprofit, healthcare, education, and business settings. Extensive hands-on experience conducting historical document reviews, indirect assessments, consequence analyses, direct observation strategies, and performance diagnostics to inform intervention selection and systems-level change initiatives. |
| ≥ 3 Years Teaching / Training / Mentoring Experience |
☑ Yes |
Extensive experience teaching, training, and mentoring professionals in OBM and performance management, including roles as university professor, Director of Continuing Education, and instructional designer. Has developed and delivered hundreds of professional trainings, workshops, and CE courses on OBM assessment tools, performance diagnostics, experimental analysis, and ethical intervention planning for behavior analysts and organizational leaders. |
