1. Cross-training Non-Financial Aid Staff Members on Key Financial Aid Content
Michelle Blum; Manager of Enrollment Services
Elizabeth Gilbert; Financial Aid Technical Specialist
June Sproat; Registrar Services Technical Specialist
Dr. Cheryl Warmann; Director of Enrollment Services
Champions of Financial Aid ILASFAA Conference

2. Session Learning Outcomes
Consider potential benefits to students
List potential topics for cross-training
Identify potential learning outcomes
Summarize potential teaching techniques
Compare different methods of evaluating learning

3. Enrollment Center Context
One-stop integrated service model with multiple departments represented
Tiered Service Model (FA Topics):
Tier 1: Call Center—Describe FASFA website, Oakton school code, and regular payment plan; identify if student has access to FA payment plan
Tier 2: Main Desk—Assist with FAFSA completion, accept documents, explain document processing timeline, explain SAP status, accept/distribute book voucher requests, introduce veteran/GI Bill process
Tier 3: FA Advisers—Explain eligibility/award details, disbursement amounts, 2nd level of verification, PJ, SAP details; calculate book vouchers

4. Potential Benefits of Cross-Training for Students
Improved customer service
Multiple staff members can assist students/Integrated services
Connect information between departments
Increased accuracy of information
Empowers students in their decision-making
Builds college knowledge to navigate complex systems

5. Potential FA Cross-Training Topics for Staff
Application
Federal/State
Scholarships
Dates & Deadlines
Financial Aid Programs
Federal
State
Academic Progress
Standards of Academic Progress (SAP)
SAP Appeal Process
Return of Title IV
Document Intake
Importance of Accuracy
Imaging
Processing Information
Verification vs. Awarded vs. Disbursed
Book Vouchers
Payment Plan
Veteran Benefits
Application Process and Timeframe
Overview of Benefits
Referrals to Specialists

6. Learning Outcomes for Cross-Training
Bloom’s Taxonomy
Knowledge
Remember
Comprehension
Describe
Explain
Application
Predict
Show
Prepare
Analysis
Contrast
Compare
Synthesis
Develop
Propose
Evaluate
Appraise
Value

7. Example: Learning Outcomes for Academic Progress Cross-Training
Insert Blooms Tax slide here
Remember there are 2 academic progress policies.
Show why a student’s record meets/does not meet both policies.
Explain SAP appeal process.
Promote scholarships to high achieving students.

8. Example: Learning Outcomes for Document Intake Cross-Training
Recognize the names of documents in Powerfaids and on student forms/letters
Describe required forms
Prepare student for next steps in the process
Analyze documents for completeness
Determine payment plan options
Prepare documents for scanning and adviser review

9. Teaching Methods Lecture One-on-One Hands-On Online
FA Demo Site
Online
OnBoarding/Orientation
Staff Meetings
Teachable Moments
Special Training Opportunities

10. Cross-Training: Hands-On
LO: Create a student appointment in calendaring system
Teaching Method:
Handout
Lab/Demo
Examples/Testing
Evaluation:
Successfully book 6 appointments
Teach someone else
LO: Explain to students the IRS data retrieval process
Teaching Method:
Handout
Lab/Demo
Examples/Testing
Evaluate Learning:
Quiz

11. Cross-Training: D2L Modules

12. Cross-Training: D2L Modules

13. Example: D2L Cross-Training Recognition Event
Teams with a captain from the EC committee
Team ranking report periodically sent to spark friendly competition
Award Categories:
In-person training attendance
Completion of all 22 modules
Highest GPA
MVPs for 100% scores of quizzes
Prizes/Celebration
Team
Individuals

14. Cross-Training: Life of a Document
Elizabeth

15. Cross-Training: Life of a Document

16. ----------------------
Assessing Learning
Regular Cross-Training
Update Materials
Indirect Assessment
Self-Assessment/Evaluation
Direct Assessment
Direct application/”Doing”
Summative Assessment
Tests, Quizzes
Pre- and post-test
Formative Assessment
Feedback: oral or written
Eg: End of session input
Most important points
Most confusing points
Eg: Teachable Moments

17. Any Questions? Michelle Blum Elizabeth Gilbert June Sproat
Elizabeth Gilbert
June Sproat
Dr. Cheryl Warmann