2009 ts series 4 delivering
DESCRIPTION
Jackson Hewitt - Delivering Tax SchoolTRANSCRIPT
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