Facilitator Guide

Facilitator Guide

Jacqueline Beck | jbeck@esynctraining.com

Table of Contents

How to Use the Facilitator Guide 2

Course Overview 3

Module 1: Course Introduction 6

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How to Use the Facilitator Guide

Facilitator Guide Conventions

Provide an example.

Share computer screen, documents, courses or whiteboards

Refer to participant manual or course workbook.

Ask a multiple choice survey question.

Show video

Ask a question to receive a Yes or No response.

Use a slide to accompany the information.

Break out groups (participants move to and from main classroom).

Discuss key points and concepts for leaders to convey.

Use highlighter or other markup tool to engage participants.

Use to indicate an external tools, support and resources.

Ask participants to raise their hand.

Stop Activity

Give/clear microphone/markup tools.

Ask participants to respond using the text chat function.

Set User Role to Host, Presenter or Participant.

Course Overview

Course Abstract

COURSE OVERVIEW:

This four hour virtual instructor led course (VILT) is designed to provide Financial

Services client service professionals with an overview and demonstration of the

Effective Yield Model (EYM) tool. By the end of this training, participants will be better

able to recognize potential clients for whom the tool’s functionality may be beneficial,

and engage those potential clients in an informative dialogue concerning the benefits

and key features of the tool.

TARGET AUDIENCE:

This course targets management level client service professionals within the Advisory

Financial Services practice.

COURSE OBJECTIVES FOR (Audience goes here)

By the end of this course, participants should be better able to:

Identify the profile of prospective clients

Articulate the benefits and key features of the tool to prospective clients

Demonstrate how the tool helps meet prospective client needs

SPECIAL NOTICE:

4-hour VILT (Virtual Instructor-Led Training) Make sure you take breaks every 60-

minutes!

Course-At-A-Glance

VILT Timing

30 min Course Introduction

60 min SOP 1512 | Use Cases

55 min Legal Review

50 min Related Tax Services

15 min Call Reports

25 min Identifying Opportunities

5 min Course Summary

240 min (+ a 30 min break)

Total course time

Critical Success Factors for Facilitator

The success of the course will often depend on how well you, the facilitator, perform.

Key actions of the facilitators include:

Reviewing all course materials

Present the course in a lively and effective manner (attend the Virtual Instructor

Training)

Engage participants by using your own examples and the many tools available in

Centra

Attend the formal Train the Trainer Session for this course

Create a Leader’s Leaf to help prepare

Module 1: Course Introduction

Module Time: 30 minutes

Module Overview

This course begins with the standard producer introduction and course overview. The

facilitators then discuss the development of the Effective Yield Model (EYM) tool, including

the identification of the initial need and the newly identified opportunities which have come

about due to recent events in the marketplace and financial industry. The facilitators also

provide a high level introduction to the key functionality of the tool. As part of this overview,

the facilitators ask participants to share, via text chat or the mic/audio, recent client

situations where they had identified potential uses of the tool or identify situations where the

use of the tool would have provided value to the client.

Module Objectives

By the end of this module, participants should be better able to:

Explain the history behind the development of the EYM tool

Identify the key functionality of the tool and the potential clients for each functionality

Module at a Glance

Time Topics with Key Concepts Summary and Instructional Strategy

Materials/Tools

4 min Producer Introduction The producer introduces the technology and tools of the virtual classroom (VC), as well as discusses the requirements to receive CPE credit. The producer turns the course over to the facilitators.

4 slides

5 min Facilitator Introductions The facilitators introduce themselves and deliver their impact statements.

1 slide

2 min Participant Introductions

• Experience

The participants answer poll questions and use text chat to discuss their experience.

1 slide

Time Topics with Key Concepts Summary and Instructional

Strategy Materials/Tools

7 min Course Overview

• Housekeeping

• Ground rules

• Course Expectations

• Objectives

• Agenda

The facilitators review the housekeeping, ground rules, course expectations, objectives and agenda for the course. Participants answer check points to ensure their understanding and agreement with the ground rules.

6 slides

3 min History of the EYM Tool

• Identification of initial opportunity

• Expansion into tax side

The facilitators discuss the development of the EYM tool including the identification of the initial need and the newly identified opportunities which have come about due to recent events in the marketplace and financial services industry.

3 slides

8 min Overview of Key Functionality of the EYM Tool

• Statement of Position (SOP) 03-3

• Financial Accounting Standard (FAS) 91

• Federal Deposit Insurance Corporation (FDIC) Loss Share

• Tax

• Call Reports

• Planned Enhancements

The facilitators provide a high level introduction to the key functionality of the tool.

The facilitators ask participants to share, via text chat or the mic/audio, recent client situations where they had identified potential uses of the tool or situations where the use of the tool would have provided value to the client.

7 slides

1 min Module Summary The facilitators summarize the module and answer any remaining questions.

2 slides

Total Time: 30 minutes

SAMPLE_VILT_FACILITATOR_GUIDE_JBECK 8

Module Introduction

Topic: Producer Introduction (5 min)

Time/Icon Visual Facilitator Producer

Producer

Introduction

Time: 1 min

DISPLAY this title slide as participants enter the VILT session.

While waiting for the class to start, the Technology Learning Solutions (TLS) Lead/Moderator/Producer should CONDUCT microphone checks with the participants.

BEGIN the session. It’s very important to start the session on time because the Centra/Adobe session will end at the scheduled time.

WELCOME the participants and announce the course is beginning.

SAMPLE_VILT_FACILITATOR_GUIDE_JBECK 9

Topic: Producer Introduction (5 min)

Time/Icon Visual Facilitator Producer

CPE

Guidelines

Time: 1 min

DISPLAY the slide.

EXPLAIN that participants are still expected to engage in this interactive session at all times (just like a face to face course).

STATE that attendance will be taken and individual interactivity is automatically monitored throughout the course. In order for participants to receive CPE credits, they must participate in key activities and respond to instructor questions.

REMIND participants that failure to actively participate will result in denial of CPE credits.

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Check Point 1

Time/Icon Visual Facilitator Producer

Check Point 1

Time: 1 min

DISPLAY the check point.

INFORM participants that this is an example of a check point and requires everyone to submit an answer. It is automatically monitored and tracks each individual’s response.

ASK the check point question.

TELL participants to click their response.

If any participants select “No”, have them, via text chat, ask their question.

MONITOR poll and clear once everyone has responded.

Today’s Deck

Time: 1 min

DISPLAY the slide.

EXPLAIN that the Participant Materials are located in Focus and materials may be downloaded after the course.

HAND mic over to the facilitator.

SAMPLE_VILT_FACILITATOR_GUIDE_JBECK 11

Topic: Facilitator Introductions (5 min)

Time/Icon Visual Facilitator Producer

Facilitator

Introductions

Time: 5 min

THANK the producer.

DELIVER your impact statement.

INTRODUCE yourself and provide some information on your background and experience in this topic. It is important at this stage to demonstrate credibility as to why the participants should listen to you.

TURN the mic over to your co-facilitator so he/she can introduce himself/herself. Repeat this process for the remaining facilitators.

DISPLAY the slide.

Repeat these storyboards to complete your Facilitator/Producer Guide. These samples show the level of detail needed to ensure that any producer can execute the technology for a live event. Facilitators should prepare detailed outlines or scripts for each slide to stay on track with content. You should not sound like you are “reading the slides”. You should be speaking to the group and aligning your own experiences to make the session dynamic.

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Module Summary (1 min)

Time/Icon Visual Facilitator Producer

Course

Objectives

Revisited

REVIEW the key learning points in this course.

REMIND participants that these are the course objective.

DISPLAY the slide.

Questions

ASK the participants to use the text chat if they have any questions or comments about the content of this course.

DISPLAY the slide.

What’s Next? TELL participants that next they will learn more details about SOP 03-3 and FAS 91, a current functionality of the system.

/SAMPLE_VILT_FACILITATOR_GUIDE_JBECK / 13

Run your survey (Level 1 Evaluation) to gather insightful feedback to constantly improve your sessions.