cur 516 instructional plan (2) -...

CUR 516Curriculum Theory and Instructional Design

University of Phoenix

Managing Risks to BusinessTraining Curricula Implementation Strategy

Instructional Plan

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GoalsRepresent the purpose of curriculum development

Standardsguidance for content accuracy, expectations, best practices and procedures

Objectivesrepresent the process for achieving the goal

Contentinstructional topics used to administer objectives required to reach goals

Assessmentsummative assessment implemented discern competency

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5High-level Curricula ComponentsDevelopment of the Managing Risks to Business training curricula starts with organizational goals as the foundation which are used throughout the design process to establish objectives, standards, content and assessments.

Training Curriculum• Organizational goals • Learning objectives• Target audience• Training description• Modality

Q & A Wrap Up Session WORKSHOP (1 hr.)

My Role in Managing Risks to the BusinessSEMINAR (3 hrs.)

My Role in Identifying Risks to the BusinessWBT (45 min.)

My Role in Assessing Risks to the BusinessWBT (1.5min.)

My Role in Managing Risks

ILT (2 hrs.)

Cognitive LearningDesigned to address the theory that individuals learn through observation but chose whether or not to participate in the learning

Contextual LearningDesigned to provide learners with an opportunity to apply professional experiences and content covered in previous modules to manage scenario-based risks.

Connectionism LearningDesigned to engage learners through the laws of readiness, exercise & effect while identifying and assessing business risks.

Fundamental OverviewDesigned to welcome and level set all learners.

Goals: 1. Manage business risk to

Global Financial Corporation, it’s investors, stakeholders and constituents.

2. Leverage FAS 52 regulations as a means to mitigate risks to foreign exchange transactions.

Managing Risks to Business Applying FAS 52 Best Practices & Techniques

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FAS 52 Regulations

Risk Management Competency

COURSE INFORMATION

Target Audience:Global Financial Corporation newhire employees who are certifiedpublic accountants with less than 5years foreign exchange transactionexperience and want to increasebusiness risk management skills.






ILT (2 hrs.)





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FAS 52 Regulations


Description:This 9.0 hour training sessionaims to enrich risk managementcompetencies, and teachfundamental techniques requiredto identify, assess and managebusiness risks in compliance withFAS 52 regulations. Instruction isprovided through a succession ofone 2 hour instructor led course,two 45 minute web-basedlearning modules, one 3 hourseminar with a panel ofcompliance officers and anoptional 1 hour Q&A workshop.


COURSE INFORMATION (cont’d)






ILT (2 hrs.)





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FAS 52 Regulations


Modality:A modular approach isused to segment courselessons by topic andcohort. Sessions areavailable bi-weekly andmust be completed insuccession.


COURSE INFORMATION (cont’d)

OBJECTIVES1. Learners will identify business risks to Global

Financial Corporation, its investors, stakeholdersand constituents based on FAS 52 standardswhen administering account transactions.

2. Learners will assess business risks to GlobalFinancial Corporation, its investors, stakeholderand constituents when managing accounttransactions based of FAS 52 standards.

3. Learners will manage business risks to GlobalFinancial Corporation, its investors, stakeholdersand constituents when representing GlobalFinancial Corporation according to corporatepolicies and standard operating procedures.

1. Learners will identify best practices tomitigate business risks when managingforeign exchange accounts based on FAS 52standards.

2. Learners will execute foreign exchange transactions per client requests according to FAS 52 standards.

3. Learners will apply FAS 52 standards to guide decisions regarding account approvals, transfers and closure based on corporate policies and standard operating procedures.

Critical Thinking Skills & Collaborative Learning

Managing Risks to Businessincorporates critical thinkingskills through learningactivities and quizzes topractice required skills.Collaborative learning is usedto enhance the exchange ofdiverse problem solvingapproaches.

GOAL # 1: To manage business risk to Global Financial Corporation, it’s investors, stakeholders and constituents.

GOAL #2:To leverage FAS 52 regulations as a means to mitigate risks to foreign exchange transactions.


GOALS AND OBJECTIVES











Instructional TechnologiesManaging Risks to Business course will incorporate instructional technologies from:• Adobe Connect to administer

distance education • Articulate to facilitate

programmed instruction• Adobe Captivate to present

problem-based learning

GOALS AND OBJECTIVES (cont’d)











Instructional Strategies & Activities

Managing Risks to Business is presented through a variety of instructional strategies and activities including:• classroom teaching to facilitate

collaborative learning• programmed instruction to

present flexibility for independent learning

• distance education to accommodate remote learners

• problem-based learning to encourage the development of solutions

GOALS AND OBJECTIVES (cont’d)

Implementation Plan• Interest and commitment• Existing resources• Milestones • Learning events• Communication strategy

Interest & CommitmentTo attract interest and gain learnercommitment individuals will be given theopportunity to flex time during trainingsessions and receive recognition acompany certified account manager inrisk management. Individuals in the firstcohort will become coaches for learnersin the second cohort and so forth.

Participant SelectionParticipants in the Managing Risk toBusiness training will be selected based onexperience, recommendations fromsupervisors and expressed interest of thelearner.

IMPLEMENTATION PLANManaging Risks to Business Applying FAS 52 Best Practices & Techniques Hold on there. I’ve got

too much work and not enough time to dedicate

to this training!

TYPE ASSETS NEED TO DEVELOPTechnology • Adobe Captivate

• Audacity• Intranet

• QuizMaker• Learning Management System

• 2 Web-based training courses• Evaluations• Performance-based Assessments

ExistingDocuments

• FAS 52 Regulations• Account Best Practices• Managers training

guide• FAS citations

• Standard Operating Procedures• New Hire Training Manual• Foreign exchange account

workflow• Client surveys

• Risk Management Training Guide• Managing Risk Quick Reference

Guide• 3 Instructor led courses• Rubrics

People • 4 compliance officers• 3 training

administrators

• 4 trainers• 3 Instructional designers• 3 SMEs

• 10 Risk Management Coaches

Existing Resources

IMPLEMENTATION PLAN cont’dManaging Risks to Business Applying FAS 52 Best Practices & Techniques

The anticipated start date of the training curriculum is May 16th. The course duration will take 9.0 hours spreadacross a span of 3 days.

Jan. Feb. Mar. Apr.

Phase 1Learning assessment

and design

Timeline

Project Milestones

• 1/7 - Needs assessment• 1/2 - Design• 2/2 - Development• 4/30 - Training session Implementation• 5/4 - announce availability of training


May Jun.

Phase 2Development

Phase 3Implementation

Phase 4Communication &

RegistrationFirst cohort of training

Phase 5Evaluations & assessments

Jul. Aug.

• 5//7 - training administrators register learners for sessions• 5/16 - 1st learner cohort attend My Role in Managing Risks ILT• 5/17 - 1st learner cohort complete WBT modules 2 & 3• 5/18 - 1st learner cohort complete seminar and Q&A session• 6/7 - 2nd learner cohort attend My Role in Managing Risks ILT

Total: 8 MONTHS

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Learning Events


• 5/16 - 1st learner cohort attend My Role in Managing Risks ILT• 5/17 - 1st learner cohort complete WBT modules 2 & 3• 5/18 - 1st learner cohort complete seminar and Q&A session• 6/7 - 2nd learner cohort attend My Role in Managing Risks ILT• Repeat process each month for remaining cohorts through December 2015

1 hr.

Module 1My Role in Managing Risks (2 hrs.)

2 hr. 3 hr. 4 hr.

Module 2My Role in Identifying Risks to the Business (45 min)

Module 4My Role in Managing Risks to Business (3 hrs.)

Module 5Q & A Workshop (1 hr.)

Timeline

Total: 9 HOURS

Communication


Announcement of training course offerings and schedule will be announced via the corporate event calendar, email, and endof quarter corporate milestone review. Supervisors and respective corporate leads will disseminate information regarding theManaging Risks to Business training to increase interest using the following plan:

• 1/1 - announce needs assessment distribution and requests SMEs for project initiation

• 2/1 - announce design and development phase

• 5/4 - announce availability of training purpose, target audience and schedule via email to all employees

• 5/6 - supervisors and leaders communicate training sessions to during department meeting encouragerespective employees to register

• 5/7 -training administrators register learners for session and forward training confirmations to assign learnersto respective cohorts

Learning Outcomes• Learner Evaluation• Learner Assessments• Criteria

During curriculum developmentKirkpatrick’s model will bee used toevaluate learning content and improvetraining.

Learner Evaluation

LEARNING OUTCOMESManaging Risks to Business Applying FAS 52 Best Practices & Techniques

FormativeKirkpatrick’s Model

Level MeasurementLevel 1:Reaction:

measures how well participants like the program

Level 2:Learning

measures quantifiable indicators of the learning process

Level 3:Behavior

addresses on the job results

Level 4:Results

measures the impact on organizational goals and objectives

During instruction learners will complete a seriesof knowledge assessments and questionnaires atthe conclusion of each module to measurecompetency and attitudes towards risksmanagement.

Learner Assessments

LEARNING OUTCOMES (cont’d)Managing Risks to Business Applying FAS 52 Best Practices & Techniques

AssessmentsType Measurement

Direct testing • Recognize 80% of business risks presented in a work scenario

• Identify 80% of best practices that may be applied to manage business risks in a given scenario

• Execute 95% of foreign exchange transactions according to FAS 52 regulations

Questionnaires Self reporting inventoriesExample: I am more confident with managing business risk.

o Somewhat agreeo Agreeo Somewhat disagreeo Disagree

Learner EvaluationTo measure competency and achievement towards goalsand objectives the Managing Risks to Business training willincorporate a summative assessments designed to gaugeperformance involving specific risk management actionsas deemed by FAS 52 regulations and direct testing todetermine how well learners apply specific skills. Thiswill be administered through:

• Performance ratings- used to evaluate learner’scompetency towards managing risks


Summative

Goal MeasurementManage business risk to Global Financial Corporation, it’s investors, stakeholders and constituents.

• Increase the amount of business risks diverted by 80%

• 100% of GFC managers recognize 80% of business risks presented on the job

Leverage FAS 52 regulations as a means to mitigate risks to foreign exchange transactions

• Decrease the percentage of FAS 52 fines cited by 80%

• 100% of GFC managers execute 95% of foreign exchange transactions according to FAS 52 regulations

The criteria for determining whether the goals, objectives and overall outcomes of the training session were met will be determined by:

• Results from performance ratings and assessments. Learner who do not obtain a 80 or above are required to repeat thecurriculum until competency is achieved.

• Direct testing to evaluate manger’s response to risk management on the job for the first three weeks after training sessioncompletion

• Amount of FAS 52 citations fined compared prior to Managing Risk to Business training and after training implementation

Criteria


ReferencesBates, R. (2005). Kirkpatrick four-level evaluation model. In S. Mathison (Ed.), Encyclopedia of evaluation. (pp. 221-223).

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Culatta, R. (2013, February 6). Reimagining Learning [Video file]. Retrieved from TED X BEACON STREETwebsite: http://www.tedxbeaconstreet.com/richard-culatta/

Merriam, S.B., Caffarella, R.S., and Baumagartner, L., (2006) Learning in adulthood: a comprehensive guide (3rd ed.). John Wiley & Sons, Inc.

Piyali Ghosh, Jagdamba Prasad Joshi, Rachita Satyawadi, Udita Mukherjee, Rashmi Ranjan, (2011) "Evaluating effectiveness of a training program with trainee reaction", Industrial and Commercial Training, Vol. 43 Iss: 4, pp.247 – 255

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