The Basics of Bookkeeping BKK/110 CREATED BY KRISTIN FISHER INDEPENDENT INSTRUCTIONAL DESIGN CONSULTANT MARCH 16, 2015 CUR/516, Patricia Luopa

You Need this Instructional Intervention Needs, Costs, Audience Analysis Needs Analysis  Lack of Understanding  Willingness to Learn Cost Analysis  25 Staff Members  20 Female  5 Male  Years Old  Primarily Caucasian  No special communication barriers  Audience Analysis  $200 cost per student  $25,000 per year lost revenue

What Basics of Bookkeeping Will Accomplish Delivery Method of the Course and the Goals that will be achieved Delivery Method  Classroom  Computer Lab Goals  Terms and Types  Assets and Liabilities  Income and Expenses  Checks and Balances

Terms and Types  Identify all types  Assets  Liabilities  Income  Expenses  Define all terms  Debits  Credits  Owners’ Equity  Profit  Loss Assets and Liabilities  Enter transactions  Assets  Liabilities  100% Accuracy

Expenses and Income  Enter transactions  Income  Expenses  100% Accuracy Checks and Balances  Identify effective checks and balances methods  Create a basic checks and balances procedure

Strategy that will benefit you.  Orientation  Clarify expectations and requirements  Introductions, inclusion  Timeline  Lab  Basic Computer skills  Introduction to Software

Technologies we will use to learn  Computers  Software – QuickBooks  Computerized Sample Transactions  Classroom  Overhead projector  PowerPoint Presentations

Class Schedule Week OneMondayTuesdayWednesdayThursdayFriday Identify Financial Transacti ons by type. Accounti ng Terminol ogy. ClassroomLabClassroomLabClassroom Total Time8 Hours 6 Hours Classroo m 2 Hours Lab 1 PM – 3 PM 1 PM – 2 PM 1 PM – 3PM 1PM – 2 PM 1PM – 3 PM Week Two Monday Tuesda y Wednesd ay Thursda y Friday Correctly Record Expense and Income Transacti ons ClassroomLabClassroomLabClassroom Total Time 8 hours 6 Hours Classroo m 2 Hours Lab 1 PM – 3 PM 1 PM – 2 PM 1 PM – 3 PM 1 PM – 2 PM 1 PM – 3 PM Week Three Monday Tuesda y Wednesda y Thursd ay Friday Correctly Record Asset and Liability Transacti ons ClassroomLabClassroomLabClassroom Total Time 8 Hours 6 hours Classro om 2 Hours Lab 1 PM – 3 PM 1 PM – 2 PM 1 PM – 3 PM 1 PM – 2 PM 1 PM – 3 PM Week Four Monday Tuesda y Wednesda y Thursd ay Friday Identify and Create a system of checks and balances. ClassroomLabClassroomLab Testing Classroom Lab Total Time 8 Hours 4 hours Classro om 2 Hours Lab 2 Hours Testing 1 PM – 3 PM 1 PM – 2 PM 1 PM – 3 PM 1 PM – 2 PM 3 PM – 4 PM

Who is Involved?  Classroom Instructor (facilitator) Kristin Fisher  Administration  Kristin Fisher Instructional Designer  Kimberly Wilson (CEO Bizzy Bee Business Services)  Nicole Holiday (Manager, Bookkeeping department)  Lab Assistants  Lisa Hogworth  Rhonda Bellinger  Mike Monrow  Learners ( Bookkeeping staff of Bizzy Bee Business Services)  20 Females  5 Males  Ages 18-30

What resources will we need?  Power Point Presentations  Accounting Terminology  Assets and Liabilities  Income and Expense  Checks and Balances  Handouts  Accounting Terminology  Assets and Liabilities  Income and Expenses  Checks and Balances  Computer Lab  25 Computers  QuickBooks Software loaded on all systems  Tracking software on each computer to monitor results of entries  Classroom  Overhead Projector  Computer to run PowerPoints  25 student Desks  Instructor podium  Quizzes and Tests  Weekly Quizzes  Written and given in classroom on Friday  End of Term Quiz  Written and given on last day of the course in classroom setting  Sample Transactions to be entered during the computer labs  Final Test on transactions on the last day of the course in the computer lab setting.

Getting Everyone Involved  Orientation  Engage Learner Commitment  Workplace Support  Open Discussions

Assessment  Testing  Tracking Software  Quizzes  Discussion Groups

Customizing the Experience  Customized Content  Customized Time Line  Customized Tracking Software  Customized Handouts

Gauging Success  Reduced Customer Refunds  Lower Error Rates  Increased Profits  Increased Client Retention

In the future  More Advanced Classes  Classes in Business Communication  Bookkeeping Courses Updated to reflect your success level  Course offered to new hires in the bookkeeping department

For Your Success  Cost Effective  Accelerated Courses  Satisfaction Guarantee  Consolidated Training Records

References  Brown, A., & Green, T. (2010). The Essentials of Instructional Design (2nd ed.). Allyn & Bacon. Retrieved 2015  Employees, B. B. (2015, March). Analysis Interviews. (K. Fisher, Interviewer)  Hodell, C. (2011). ISD From the Ground Up.  Woldkowski, R., & Ginsberg, M. (2010). Teaching Intensive and Accelerated Courses. Jossey-Bass.