1. TaxWise → TaxSlayer Transition Assessment
Tax-Aide Regional Meetings
Irvine, CA & Charlotte, NC
September 2016

2. Presentation Overview
Purpose of assessment and use of results
Assessment design and execution
Sample questions
Survey review and testing
Communication process
Questions and comments

3. Purpose
Assess extent to which software transition affects Tax-Aide volunteers
Did the transition affect volunteer recruitment and retention?
What did we learn from the transition that can be applied to how programs prepare volunteers for changes in program processes?

4. Use of Information Enhance counselor experience Inform you as leaders
Strategies for recruitment and retention
Training support

5. Target Audience Tax-Aide Counselors Excluded Audiences Prospective/New
Returning
Excluded Audiences
Volunteers who have already used TaxSlayer

6. Assessment Design & Timing
Pre-Survey
Administer prior to training
November 2016
Post-Survey
Administer toward end of tax season
Spring 2017
1 Year Follow Up
(if needed)
Sample of returning counselors
Spring 2018
Electronic surveys
Much streamlining of the survey process has occurred, keeping volunteers in mind and reducing survey burdan.

7. Survey Questions
Will vary depending on timeframe and new vs. returning counselor
Sample question type
Confidence in ability to complete accurate tax returns
Self-reported skills
Thoughts about software transition
Prior experience
We will measure self efficacy around completing accurate returns and attitudes/beliefs about the transition

8. Exit Survey Implement for assessment and program wide
Track why volunteers decide to retire from the program
Critical to avoid false assumptions
Implementation – goal is to make this automated
Intended to be part of off-boarding for all FDTN programs

9. Survey Review & Testing
Involve Tax-Aide Volunteers:
review letter that accompanies the survey
review survey questions
test the survey
Need to ensure the survey is written in the right voice, so that volunteers will complete it!

10. Communication Process
August NLT Meeting – August ‘16
Regional Meeting – Sept ’16
SMT Roundup Announcement – Nov ’16 and March ‘17 (2 weeks prior to survey release)
CyberTax Announcement – Nov ’16 and March ‘17 (1 week after SMT Roundup)

11. Questions & Comments