2009 TS Series 4 Delivering

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Jackson Hewitt - Delivering Tax School

Transcript of 2009 TS Series 4 Delivering

Tax SchoolKick-Off Training

Session 4

Sharing Knowledge

Tax School Kick-Off Training

Your Path to a Successful Tax Season

Session 5 – Building Careers –Communicating Employment Opportunities, Evaluating Student Performance & Student to Employee Hiring Process

Session 4 – Sharing Knowledge – Delivering Content

Session 3 – Filling Classes - Recruiting and Converting Leads into Students

Session 2 – Getting the Word Out – Marketing, Generating Leads, and Entering Leads into Employee Education

Session 1 – The Right Start – Planning, Staffing, Training, and Building Curriculum

Objectives

By the end of this session, you’ll know how to:

• Identify and locate the tools and resources available to help you effectively deliver BIT

• Use the Instructor’s Curriculum and Instructor’s Corner on the Learning Center

• Implement best practices for delivering BIT

Operate Your Tax School Business Center

• What’s New

• Tax School - By Task and By Role

• Tax School Tools

• eServices for Tax School

• Tax School Reports

• JH Learning Center Links

• Tax School A - Z

Description of the task

Links to tools

Comprehensive tool listing and links to the Learning Center

Instructor Responsibilities

• Teach and deliver tax content

• Review and address students’ class performance

• Motivate students

• Retain students

• Stay current with latest tax law changes

• Represent Jackson Hewitt to tax school students

Instructor’s Corner

• FAQs

• Course materials

• IRS website resource links and short descriptions

• The Instructor’s Forum message board

Student Retention

• Put Your Material in Context

• Use Variety in Your Presentation

• Address Warning Signs

Instructor Resources

Basic Income Tax (BIT) Course Rollout Guide

Room Accommodations and Layout Recommendations

Configuration 1Configuration 1 Configuration 2Configuration 2

Introduction and Objectives

(5 min.)

Start Here

Lesson 1(55 min.)

Knowledge Checks

(1-3)Lesson 2(15 min.)

Knowledge Check (4)

Lesson 3(20 min.)

Lesson 4(20 min.)

Knowledge Check (5)

Lesson 5(10 min.)

Knowledge Check (6)

Session Summary and Homework(25 min.)

Homework is due at the beginning of the next class. Before beginning Session 2, spend 15 – 20 minutes

reviewing Session 1 homework, then give Assessment 1.

Basic Income Tax (BIT) Facilitator Guide

Lesson Plans

• Lesson plans help you organize and deliver your tax course sessions.

• We will provide you with the first part of the lesson plan - what to teach.

• You need to create the second part of the lesson plan - how to teach.

Preparation Tips

Read the instructor and student materials.

Anticipate possible student questions.

Think of real life examples to define, explain or illustrate the topics

Rehearse the flow of your session and practice the exercises to ensure they accomplish your objectives.

Hear From a Peer

• Tammy Bryant– 8 years as an Instructor– 12 years with Charlie

Malloy

• Keri Morgan– 7 years as an Instructor– 8 years with Carl Kelley

Summary

By now, you should be able to:

• Identify and locate the tools and resources available to help you effectively deliver BIT

• Use the Instructor’s Curriculum and Instructor’s Corner on the Learning Center

• Implement best practices for delivering BIT

Don’t miss the live Q&A session:(Date)

Taxschool@jtax.com