TAX-AIDE Introduction to AARP Webinar Bill Dornbush Sonoma-Napa Technology Coordinator.

TAX-AIDE

TAX-AIDE

Introduction to AARP Webinar

Bill DornbushSonoma-Napa Technology Coordinator

TAX-AIDE

Overview

● Ways to Utilize Webinars

● Advantages of Webinar Versus Physical Meeting

● Webinar Roles

● Procedures for Requesting a Webinar

● Demonstration of Capabilities

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Pacific Region Webinar Program Organization

● Two Pacific Regional Administrators, with four sub-state Assistant Administrators Pacific Region 1 – Bob Eslinger, AZ1, Pacific Region

Training Advisor CA4 CA5

Pacific Region 2 – Larry Metz, CA1, Pacific Region Technical Advisor CA2 – Bill Dornbush CA1

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AZ1 NV1

CA3 UT1

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Ways To Utilize Webinars

● Usually used when participants are widely geographically separated

● Can be used when only some participants can’t attend Meeting in a room where several participants

can’t attendCan lecture to people in roomOthers can attend via Webinar


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● Used when inconvenient for all to gather, but all can attend via Webinar


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● Types of Webinars – just about anything State meetings Beginning of season planning Prep for instructor workshop DC, TC, and LC meetings ERO training End-of-season wrap-up


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● Can be used for short meetings or long meetings

● Can be set up days in advance or on the spur of the moment (if available)

● The procedure to schedule a Webinar is straightforward and uncomplicated


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● Conducting a basic Webinar requires little training

● Participating as an Attendee is equally simple Need a computer with Internet access and a

telephone (or VoIP, speakers and microphone on your computer)

● Your sub-state Administrators/Assistant Administrators are always there to help


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Advantages of Webinar vs Physical Meeting

● No one would suggest Webinars are an equal replacement for a face-to-face meeting, but Webinars do have advantages

● Cost – Webinars are very cost-effective No mileage reimbursement No need to provide lunch Can avoid overnight stay


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Advantages of Webinar vs Physical Meeting

● Ease of assembling people Don’t have to gather everyone at a single

location which involves more time and coordination

Don’t have to schedule a meeting place Call your people in the morning and have the

Webinar in the afternoon (or the morning)

● Use when it would be nice to have a meeting but you’re using email, instead Schedule the Webinar so you can have instant

interaction among Participants102014 CA1 SC Meeting

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Webinar Roles

● Webinar Leader Is “go-to” person for conducting Webinar Organizes the Webinar content and

identifies Participants Contacts Assistant Administrator to

schedule Webinar and provide training, if required

Notifies Participants of website, date and time, and other pertinent information


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Webinar Roles

● Webinar Host (Usually the Leader, also) “Runs” the Webinar Is the most active participant in the Webinar Required to have the most detailed

knowledge of using WebEx Takes over Host role from Administrator

upon actual Webinar start Introduces Presenters


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Webinar Roles (Host, continued)

Informs Participants of Webinar procedures, e.g.,How to mute/unmute their phones If muted, how to get recognizedExplains how to Chat or otherwise ask questionsHow to take Notes and download the NotesHow to download presentation documentsControls flow of Webinar, moving from Presenter

to PresenterRecords Webinar if desired


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Webinar Roles

● Administrator is assigned WebEx license Assistant Administrators

One per sub-state


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Webinar Roles

● Assistant Administrators Schedule Webinars Send Webinar info message to Leader Provide training to leaders/hosts/presenters Start the Webinar as Host Transfer Host role to Webinar Leader/Host Participate in the Webinar if requested Publicize Webinar usage in sub-state


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Webinar Roles

● Presenter Creates the presentation Uploads, or provides for upload of, the

presentation prior to the Webinar Presents the presentation to the audience

● Attendee Joins the Webinar Participates by asking questions Downloads documents


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Procedures for Requesting a Webinar

● Leader wishes to conduct a Webinar

● Leader contacts the Assistant Administrator (AA) Explains general purpose and makeup of Webinar Requests and submits Webinar request form If desired, requests copies of the detailed Leader,

Host, Presenter, and Participant duty descriptions Requests necessary training, practices, dry-runs Sends Webinar invitation message to Participants


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Procedures for Requesting a Webinar

● The Assistant Administrator Checks to assure desired time and date are

available and schedules Webinar Sends Webinar information message to

Leader Schedules training, practice, dry-run dates

and times


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AARP Tax-Aide Webinar URL

● Attending a Tax-Aide Webinar is as easy as going to

aarptaxaide.webex.com Webinar must be listed on calendar

Usually the case Click the Meeting Center tab and look for the

Webinar

● Or, just click the link on the invitation message you receive


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Leader will change “Webinar Host” to his/her name

Sample Meeting Invitation MessageSent to Leader - Leader can edit it and distribute to Attendees

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Demonstration of Capabilities

● Next several minutes is devoted to showing what you can do with a Webinar

● Will show How presentation capability is transferred among

Presenters Types of things you can share with (present to ) the

audience How the audience can interact with the

Host/Presenters Other advanced capabilities


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Demonstration of Capabilities

● Displaying presentations in the Webinar is called sharing

● Things that can be shared A file on your computer, e.g.,

my to do list.doc An application on your computer, e.g.,

Internet Explorer, PhotoShop, Quicken Your computer’s desktop

Whatever you do on your computer will be displayed to the audience


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Screen captures

● From actual Webinar

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Sharing a presentation

Globe representspresenter

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Tips and panels

Participants panel

Chat panel

Chat entry

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Notes panel

Notes panel

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Chats to you oreveryone appearhere

Save notes to your computerby clicking Save, here

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Presenting and sharing

Host and Presenter selecttabs to choose; which pres-entation is displayed

Clicking this showsHost or Presentercomputer desktop

Host and Presenter selecttabs to choose; which pres-entation is displayed

Clicking this showsHost or Presentercomputer desktop

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What’s Next

● Bill Dornbush has scheduled Webinar as demonstration:Tuesday, October 7, 10 am

● To schedule your Webinar, see http://www.aarpca2.org/webinar

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Sign up for OCT 7 Webinar

● Send e-mail to [email protected]

● using subject line: Webinar Demo

● You will receive e-mail invitation with link to this Webinar

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mailto:[email protected]

TAX-AIDE Introduction to AARP Webinar Bill Dornbush Sonoma-Napa Technology Coordinator.

Documents

Transcript of TAX-AIDE Introduction to AARP Webinar Bill Dornbush Sonoma-Napa Technology Coordinator.