1. Results of the Pre-IW Survey

2. Learning Style
CO1 Instructor Workshop 2016

3. Tax Season Concerns Most frequent responses Also concerning
Counselors making mistakes on tax returns
Having enough Counselors
Also concerning
Having enough site leaders
Having enough clients
Amount of time taken by admin
Other responses
Training on new software
Time to complete a return
Unresolved TaxSlayer issues
Software and server downtime
Having enough instructors
ACA
CO1 Instructor Workshop 2016

4. Training Time A wide range
Min: 2
Max: 12
Mode: 5
Q: How do we know our training is effective?
CO1 Instructor Workshop 2016

5. Training Time Some considerations
Long training periods make it hard for volunteers to commit
Weekday training makes it hard for volunteers to commit
New vs. returning Counselors
Centralized vs. decentralized training
CO1 Instructor Workshop 2016

6. Workshop Topics Very important to include
TaxSlayer
What’s new in Federal tax law
What’s new in State tax law
Somewhat important to include
Training resources and where to find them
Teaching techniques for adult learners
The certification process
Succeeding in Link & Learn
Not important to include
A review of last year’s numbers
How to develop a training plan
CO1 Instructor Workshop 2016

7. Concerned about Training?
CO1 Instructor Workshop 2016

8. Other Comments The best way to learn the software is through practice
Will need to increase workshop sessions combined with self-study
I think it will take twice as long to do a return in TaxSlayer
Not having forms/form tree is a big change
Counselors may be less able to explain a completed return (because TaxSlayer is not forms-based)
Is there a recommended process for quality review?
CO1 Instructor Workshop 2016