Instructional Plan Worksheet

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Instructional Plan Worksheet
Directions:
1. Review the Merrill (2002) article, the “instructional plan” handout and template for the course, and Merrill’s First Principles Job Aid. Also, review the work you’ve already completed – particularly the objectives and performance assessment.
2. Use this worksheet to paint the broad strokes of how you see your training unfolding. This will be a balancing act. On the one hand, your team will need to make (and document) decisions about time allocations and how you plan to use them. Remember that this is a high-level plan. Don’t get too focused on details at this point. You’ll address them in your instructional plan. On the other hand, you’ll want to provide enough detail to indicate that your plan will …show more content…
Use this table to specify the overall length of the training program

How long (in minutes) is the entire training program? _150_ minutes
How many units will you include in the training program? _1_ unit

B. Use these tables to briefly (2 – 3 sentences each) describe each element of the training program

Introduction to the training program

How much time (in minutes) will be allocated to the introduction? _10_ minutes
Write a brief (2-3 sentences) description of the introduction Part of the AC’s job is to clearly communicate with each other, as well as the customer. Within the context of Salesforce, the most effective way to do this is to write descriptive subject lines for every note that is created in a customer record that tells a mini story about what has happened in the record for other ACs to read and envision.

Unit 1: Enter a descriptive title for this unit List the objective(s) for this unit

Phase How much time (in minutes) will be allocated to each phase? Write a brief (2-3 sentences) description of each phase. Provide enough detail to show that each phase meets Merrill’s relevant corollaries.
Activation
Corollaries:
- Previous experience
- New …show more content…
Difficulty will increase by challenging ACs to create subject lines during more difficult "live" customer communication and in less time with no coaching.

Assessment (10 minutes) - Working independently, ACs will create 5 subject lines that include the five elements for simulated customer calls of varying complexity, referring to the job aid as needed. Difficulty will increase by challenging ACs to create subject lines for "live" customer communication with various levels of complexity and in less time.
Integration
Corollaries:
Watch me
Reflection
Creation _15_ minutes Each AC will type a descriptive subject line for a simulated customer call and present their subject line to the instructor and the class. They will point out each of the subject line elements and explain what they listened for to capture each of those elements.

NOTE: Repeat this table for each unit specified in section A.

Conclusion to the training program

How much time (in minutes) will be allocated to the conclusion? _5_
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