1. INTRODUCTION and OVERVIEW:
Tell us a little about you: name/org/your informal title (i.e. what you really do all day). Have fun with it!
The time we spend together today will be focused on a brand new resource - BankingOnMyCareer.com and helping you deeply understand this tool so you can leverage it in your work. We’re building onto the collaborative and creating a community of BankingOnMyCareer.com supporters.
You may be wondering about the logos on the slide. The NYC ETC is the owner of the site we’re talking about today. They use it to help promote workforce development so employers can find the skilled workers they need and people will be educated and prepared for a great career in Financial Services. The JPMorgan Chase Foundation funded the entire initiative and the development of the resource as a part of their New Skills at Work effort. They, along with the other key stakeholders listed here: The NYC Mayor’s Office of Workforce Development and the Partnership for NYC helped bring together the industry employers and educators, and CAEL (the Council for Adult and Experiential Learning) built the site by bringing together industry partners and educators to help people link learning and education with meaningful, secure work.
5 min

2. What it is: What it does: A pipeline catalyst
GOALS OF THE PRODUCT
What it is:
We know that people are much more likely to reach their career goals when they have a clear line-of-sight to their path forward. We also know that currently there is a mismatch, or skills gap, between employer needs and the skills of current job seekers.
JPMorgan Chase saw an opportunity to positively impact that gap and invested $250M to help markets, like New York City, build a demand-driven workforce system and prepare youth and adults for careers in high demand, high salary, middle-skill occupations. Over 100 Financial Services subject-matter-experts and dedicated project stakeholders from companies such as Standard Chartered, Bank of America, Amalgamated Bank, and many others contributed to the focus, content, and outreach for the site. All coming together with a unified industry voice. NYCETC will maintain the website ongoing by providing resources and expertise for content curation, hosting, promotion, and training activities.
BankingOnMyCareer.com is:
A pipeline catalyst
A window into the industry- providing exposure to what the industry needs/wants and helping students/job seekers prepare for work and find meaningful work
An industry convener
What it does:
BankingOnMyCareer.com is an interactive, visually-engaging, and information-packed career exploration resource for the Financial Services industry.
BankingOnMyCareer serves as a catalyst to attract new interest in the Financial Services industry, illuminate industry opportunities, and ultimately increase applications to training and education programs to raise the number of work-ready job seekers.
BankingOnMyCareer.com Aims to Do 3 Things:
- Makes advising easier (Generate excitement about the industry and empower future workers to take the long view when considering careers)
- Creates industry Ambassadors (Connect students to programs and training that prepares them for Financial Services jobs; helps others tell the employers’ and industry story, the Right Way)
- Attracts diverse workers to new and emerging jobs
ASK: Which of these outcomes are most advantageous to your organization and work right now?
5 min
What it is:
A pipeline catalyst
A window into the industry
An industry convener
What it does:
Makes advising easier
Creates industry Ambassadors
Attracts diverse workers to new and emerging jobs

3. Helping students and job seekers win.
ESSENCE OF THE TRAINING:
This is about creating a win-win scenario for employers and job seekers. In the vein of winning, we’ve given this training a Monopoly theme.
Part of life is preparing for work. Best case scenario, we choose an educational path that supports a career path for which we are well-suited.
While we can’t always control the where we land, or what happens when we land there, we know that with the right planning, people are much better positioned to handle whatever comes their way.
Those with a clear line of sight on their career goals are much more likely to reach those goals.
Not necessarily easy street, but the game of life becomes easier with a well laid-out and well fitted plan.
It’s our job to see that the students and job seekers we work with are ready for the challenges life presents. With the right education and well-matched career, the odds of a smooth ride on that game board are much better!
We’re here today to help you help the students and job seekers you work with.
3 min

4. In this session, we will…
Locate key webpages
Strategize for site use
Practice the process
Deploy resources
Collaborate for success
AGENDA AND GOALS:
Our goals for today are to enable you to:
Locate key webpages and find your way around the site. I’ll take a few moments to actually walk you through the site to highlight key parts of the site.
Strategize for how to best use the site and its benefits in a way that will generate enthusiasm and make people want to visit the site.
Practice the process by guiding a new user in practice career advising sessions.
Identify and deploy resources to help you get the word out about BOMC (BankingOnMyCareer.com).
And lastly, collaborate with partners for successful use of the site between training, education, community and employers.
In a nutshell, our goal is to make your life easier when talking with students and job seekers. Helping people plan their future is hard when there are so many options available to them. And it’s tough for anyone to understand the full scope of an industry such as this. BankingOnMyCareer.com will help you have great conversations with students/job seekers and inspire them with the possibilities.
3 min
What are your goals for today?

5. What do you want out of today’s session?
Expectations
Hopes
Take-a-ways
Topics
Time
EXPECTATIONS:
We also want to take this chance to ask what you want to get out of our time together today. Are there particular expectations you have or burning questions we want to be sure to answer?
*Write participant’s expectations on white board/ask it basket
Expectations – any?
Hopes – any?
Take-a-ways – any?
Topics – any?
Time – any?
Ground rules:
There will be no formal break, please manage your selves
We ask that you stay off your devices as much as possible and silence them active session, the team will walk you through a little project history about the project, demo the site, and then we will role play in teams
This isn’t about us – about you. We encourage questions and participation. Please pipe up.
Let’s have some fun!
Take note of these on a dry erase, turn chart or another highly visible option, so they can followed and reviewed at the end of training.
5 min
*Parking Lot

6. Starting to Navigate the Site
SITE OBSERVATIONS:
Have you had a chance to visit the site? What were your initial impressions of the site?
Did you have the opportunity to see and try out the interactive video: The UNDO Button? What were your thoughts? How can this tool be helpful for students and job seekers?
As you probably saw, there is a LOT of information on this site. In an effort not to overwhelm users, initial pages contain less text and deeper pages contain more. This is because initial pages exist to whet the appetite and inner pages contain the information users must be seeking because they are several pages deep.
ASK:
What lessons did you learn through the matching experience?
About yourself?
About your clients?
About job seekers?
5 min
What lessons did you learn through the matching experience?

7. Site Demo BankingOnMyCareer.com SITE DEMO:
Guide users through the site; specifically:
Homepage
Matching Tool
Job Description
Career Types
Who is Hiring
Education & Training
About Financial Services
Help Getting a Job
Ask users to follow along on their phone/device/computer.
15 min
Site Demo
BankingOnMyCareer.com

8. Strategies for Success
HANDOUT: Strategies for Success
Now let’s drill down deeper. We’ve talked about the benefits of the website as a whole. As you can see, the website is broken into sections based on what people need so let’s take a few minutes to look at each section and talk about its’ uses.
Matching
About the Industry
Employers
Education and Training
Helping Getting a Job (CBO’s)
Job Maps
Interactive Video (UNDO Button)
Each section of the website has benefits for our audiences. Some examples of the benefits to each section include:
Educators - know the possibilities, see links to scholarships
About Financial Services - debunk myths, understand the roll the industry plays in people’s lives and how the students can contribute
Match Me - navigate a complex industry, see how interests translate to jobs you’ll love
Job Descriptions - start thinking about what you (the student) want to do, relatability to make a realistic plan
We’re confident you have benefits or ways to use the site in mind as well. Now let’s combine these benefits to the target audiences for this tool and talk through some of the potential benefits of using this website with the clients you serve. Based on what you’ve seen so far, you should be able to think of a few ways you can begin using this website now. I want to you to think of someone you either have encountered or will encounter. At your tables, quickly brainstorm about how you can use this website as a tool for your clients. How does this resource speak to the needs of various audience groups? (you may insert your coworker’s roles here if needed)
High School students
Community College students
Career changers
Advisors
Recruiters
Case Managers
Influencers (parents, etc.)
EXTRA PREPARATION to get the conversation started if needed:
Some of the benefits for counselors and advisors when using a tool like this are:
High School students – Big picture of life after school
Community College students – Focused conversations and next education
Career changers – Points to transferable skills
Advisors – Keeps me informed about the industry
ASK:
Each table to quickly review what they discussed with the larger group.
15 min
Strategies for Success
Audience
Benefit
Mapping
How can the site be used to help:
Community College students
Career changers
Advisors
Case Managers
Recruiters
Influencers
Matching
About the Industry
Educators
Time limit: 10 minutes
UNDO Button
Help Getting a Job

9. Using BankingOnMyCareer.com in your advising sessions
ACTIVITY EXPLANATION:
Learning Objective 3 - Activity: Student scenarios are provided for groups of 3 to play the student/advisor role while talking about the site or industry
MAKE EMPLOYERS THE OBSERVERS
Now that we’ve had a chance to really explore it, we want to give you a chance to utilize your skills in conjunction with the site. We’ve heard from previous trainings on these sites that having a chance to use the site to counsel a student was very helpful.
With the people nearest you, let’s break into groups of three (3). Pause. In this next activity, each of your three will have a role- that of an advisor, a student or job seeker seeking advice, and an observer. We’ll give you each a chance to play all three roles.
MATCHING: The information in the Match Me Tool was pulled from resources such as the Bureau of Labor Statistics and Onet. It was then localized for the region and validated by HR and Workforce Development experts from NYC’s Financial Services industry. Matching on a student or job seeker’s interests take precedence since people have innate likes and dislikes but we can build or skills and educational level with a bit of time and effort.
This tool is a conversation starter. It can be used as you sit with a student or job seeker in an advising session. Perhaps you have a battery of job assessments at your disposal but want to start with something quick and easy, this is a great tool for that. It can also be used as homework “visit BankingOnMyCareer.com, complete the Match Me tool, and then come back with your top 4 matching jobs. We’ll take a look at what skills and education you need for those roles.”
3 min
Using BankingOnMyCareer.com
in your advising sessions
Put it to practice

10. Advising Session Groups of three:
ACTIVITY: ADVISING SESSION:
Once you have decided who will play each role in your first round, you’ll choose one of these cards (hold up cards). We have created practice scenarios with the questions of a student or job seeker. Who ever is playing the Advisor will pick the card most applicable to their role and, without reading it, give it to the student/job seeker in your three-person group. After that person has had a chance to read the card, he or she will pose their questions to the Advisor.
As the Advisor, your role is to use the website to guide your student or job seeker to consider a career in Financial Services. It may be helpful to guide them to the Match Me tool, Education Programs, About Financial Services, or all of the above.
If you are an Observer, take note of at least one thing the Advisor does well. It may also be helpful to take note of other pages one might visit during a session like this- remember, there is no one right way to navigate the site.
Ask co-presenters to model a session or ask participants for a volunteer student (who asks the question) and you the presenter will play the advisor and give guidance. Then ask your audience to play the role of the Observer and give (gentle) feedback.
We’ll give you about 5 minutes for each round, letting you know when it’s time to switch roles. After you’ve had a chance to complete 3 rounds, we’ll discuss the activity as a group.
Questions for debrief with all participants after activity is complete:
How did the site help you talk about the industry with your student?
How did the site empower you as the Counselor/Case Manager/Advisor/Recruiter?
How did the site empower you as the student or Job Seeker?
*Listen for additional feedback*
25 min
Advising Session
Groups of three:
1 Advisor/Counselor - advises seeker using the site
1 Student/Job Seeker - presents chosen scenario
1 Observer - provides feedback on use of the site
Switch roles
Time limit: 15 minutes

11. Resources Job Aid Posters Site Resources Site Tutorial RESOURCES:
Visit BankingOnMyCareer.com/resources and launch the “Website How To” site tutorial, ASK THEM TO FOLLOW ALONG ON CELL PHONE/LAPTOP. Then take a look at the Toolkits. (See Resources at the bottom of the page/footer throughout the site)
Say:
This site tutorial will take you through and explain the most prominent features of the website. Let’s take a moment to walk through the first few steps.
If we go back to the Resources page, we can check out the Toolkits. The most robust of the three is the Marketing Toolkit. Here you will find sample social media posts, posters to print out and other items to help you talk about the site.
5 min
Resources
Job Aid
Posters
Site Resources
Site Tutorial

12. In this session, we have…
To briefly recap, our goals for today were to enable you to:
Locate key webpages
Strategize for site use
Practice the process
Deploy resources
Collaborate for success
Do you feel we’ve accomplished them?
See Parking Lot/Ask-it-basket/white board to make sure that participant’s needs were met
Do you all feel more comfortable with navigating the site? Do you have a more complete picture of all the site has to offer?
Continuing the learning process:
Everything you’ve seen today we’ve designed with new partners in mind. This means we will provide you with the tools needed to duplicate this training for others at your organization and in your network. Let’s look at our “Site Resources” to better understand what we’re providing. (Visit BankingOnMyCareer.com/resources for an example)
5 min
Located key webpages
Strategized for site use
Practiced the process
Deployed resources
Collaborated for success
The Parking Lot

13. Thank you THANK YOU SAY:
Thank you so much for your time, participation and focus today.
Feel free to share any pertinent information like your /phone, the contact information for the NYC Employment and Training Coalition, or the like.
Thank you