Ernie Perez April 7, 2014 EDTC 6332 CAPSTONE PROJECT PART II DESIGN DOCUMENT Electronic Instructional Guide

I. II. III. IV. V. VI. VII. VIII. IX. X. XI. XII.

Goal Analysis 3 Learner Analysis 5 5 7 11

Learning Context Analysis

Performance Context Analysis Instructional Solution Flow Chart Performance Objectives Assessments 18 Instructional Strategies Evaluations 28 27 13

Instructional Solution 30 Next Steps Appendix 34 34

Goal Analysis Instructional designer will design, develop, implement and evaluate an interactive elearning module for adult learners. This electronic guide will be hosted online. The (SME), subject matter expert will have the assistance of instructional designers to aid in the progress of the design and development of this electronic guide. This guide will introduce the learners to basic T-Rex property management software functions. Format of the electronic guide will be determined through a collaborative, consensus-building discussion between the SME and the instructional designers.

Introduction Instructional designers will design and implement electronic guide using Web 2.0 tools. Instructional design is the systematic process of translating general principles of learning and instruction into plans for instructional materials and learning. Our role as instructional designers is to provide alternate e-learning tools and concepts. The learners will transition from the traditional office environment and merge into the online setting. The proposed software will introduce the learners to new data entry methods using property management software.

Needs/Problems The Wentworth Realty Company is a property company that is dedicated to real estate including retail, industrial, office, mixed-use, and multi-family residential. The company identified a decrease in work output as a result of the manual bookkeeping being used. An online training will be created so the adult learners can meet job performance expectations using the proposed software. Goals/Objectives Using a web-based or 'cloud' system allows the employee to update the ledger books from any location and at any time. The training will consist of a demonstration of the training procedure, followed by a simulation for practicing the steps, and an assessment to end the training. Instructional Technologist will collaborate with Subject Matter Expert to develop media suitable for presenting to desired audience. We will expand their expertise with instructional technologies, curriculum standards, effective teaching strategies, and assistive technologies to support access to learning. Develop objectives to (SME) specifications Administer Web 2.0 software tools to create an electronic guide. Adapt instructional materials created from one format into another such as face to face learning to e-learning online. After successfully completing this e-learning course, learners will demonstrate proficiency in creating a new data report. Successfully login to T-Rex website. Successfully transfer data from Excel spreadsheet to T-Rex website. Successfully identify and print income and expense reports. Identify backup data to personal computer.

Learner Analysis Entry Behaviors The learners have computer skills ranging from low to moderate. The solution is to effectively train each employee of the Wentworth Really Company in the use of property management software. The training will improve work productivity and increase employee job performance.
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Prior Knowledge of Topic The learners have basic computer skills. The workstations the employees share are running versions of Windows XP and Windows Vista. They understand the fundamentals of Microsoft Office and Excel and are knowledgeable in transferring data from the ledger book to an Excel workbook. The employees have used property management software before but it was outdated. Attitudes toward Content and Potential Delivery System The learners are comprehensive about learning a new training method. The employees are willing to participate in this training because it will improve the way they work within the office. With a self-paced electronic guide the employee will feel comfortable taking the training online. Interactive media and narrated videos will help the learner understand the material being presented. Academic Motivation The learners are motivated to learn new training methods that will help alleviate the workloads from backlogged order requests. The electronic online guide will feature different assessments and instructional media to help the learner understand the materials. Educational and Ability Levels All learners have received high school diplomas. Some other employees have obtained their Associates and are working on obtaining their Bachelors. The other employees have certificates of completion in several fields including secretary and administrative office assistant. General Learning Preferences All learners have limited computer skills in regards to using property management software. Learners might have difficulties accessing the website during their initial visit to the training. The software used to record the simulation might complicate the learners training because it involves inputting information into text boxes. The lessons in the elearning course are self-paced and allow the learners to understand the material being presented thru narrated modules called interactions. Simulations involving the software will provide the learner with hands on training similar to a real world environment. Attitudes toward Training Organization The learners are cautious about the e-learning training but are eager to learn new software training methods. The learner understands that the training was a decision management and is eager to improve their work skills. Management is eager to go thru with the e6

learning training because they see an increase in value with the employees work performance. Group Characteristics The learners range from early 20s to the upper 60s. Some of the older learners have been employed with the company for fifteen or more years and have accustomed themselves to the outdated software installed on the computers. Learners will work on this training individually. The learners skill level in regards to technology is low to medium. Learning Context Analysis Learning context analysis will take place in an office environment. This asynchronous elearning course will be made available online thru Course Sites. Learners will learn the basics of T-Rex property management software thru a software simulation assessment. The testing environment will take place in room equipped with desktop computers. The learners will complete four modules and a final exam. The final exam will depict a real world scenario using the T-Rex software. Performance Context Analysis Managerial Support: The Wentworth Realty Company is a property company that is dedicated to real estate including retail, industrial, office, mixed-use, and multi-family residential. The company identified a need for new training methods because the quality of standards was low. The company is willing to update the employees training thru new software training. Physical aspects of the site: The working environment where the employees will learn the training will be in their workplace during office hours. The E-Learning course will be available online. To access the E-Learning course employees will need a computer with Internet access. Online content can also be viewed thru a cell phone or tablet. Required Text(s) No required text is needed for this online course. Research material will be done online thru Course Sites. All required material, readings, will be included in this E-Learning training course. Handouts and multimedia will be made available to student thru course modules. Computer/Technical Requirements: Student accessing module will need the following Updated flash software, Internet Explorer 7 and above or similar web browser.
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E-Learning Module Outline After completing this lesson, the learners will be able to: 1. Sub Goal 1: Employee will learn to navigate to T-Rex website. 2. Objective 1.1 - Employee will identify previous tenants from ledger book. 3. Objective 1.2 - Employee will identify differences between software and manual ledger transfer. 4. Objective 1.3 Employee will write initial data into software database. 5. Objective 1.4 Employee will schedule and track applications and events involving company. 6. Objective 1.5 Employee will initiate lease renewal. Sub Goals 2: Employee will transfer data from Excel to online website. 1. Objective 2.1 Employees will identify customers who have past due status and will contact them for payment. 2. Objective 2.2 Establish and enforce effective policy for delinquency 3. Objective 2.3 Employee will construct monthly report statements. 4. Objective 2.4 Employee will track recurring and one-time charges, payments and other charge items Sub Goal 3: Generate Reports 1. Objective 3.1 Employee will print out monthly financial reports. 2. Objective 3.2 Employee will create weekly backups of financial records. 3. Objective 3.4 Employee will solve and fix computer errors.

Intended Audience:

Module Lesson 1:

1. Introduction Video 2. Module One Quiz 3. Discussion Please provide a summary of the procedures needed to create an account in T-Rex.

Module Lesson 2:

1. Introduction Tenant Center 2. Module Two Quiz

3. Module Two Discussion The tenant center involves inputting data into the website. How well do you understand the basics of transferring data from the ledger book into a template? Module Lesson 3: 1. Introduction Owner Center 2. Module Three Quiz 3. Module Three Discussion Please describe the process of editing a bank center template and then saving it.

Module Lesson 4:

1. Introduction Generating Reports 2. Module Four Quiz 3. Module Four Discussion Please describe any experiences that you have had using the income expense report and rent roll summary in your company.

Final Exam:

Software simulation

Points Distribution
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A= 90-100% B=80-89% C=70-79% D=60=69% Graded work for this course include: assignments, quizzes, online discussion forum.

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Instructional Solution Story Board and Logic Flow

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Course Design Information

Course Layout

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Performance Objectives Objective Terminal Objective 1 Given a website training tutorial, the employee will transfer customers information on a weekly basis. Activity Employee will open T-Rex website and create template. Technology T-Rex website template Assessment Successfully open template.

Enabling Objective 1.1 Employee will list Employee will identify tenants with yearly previous tenants from lease. ledger book. Enabling Objective 1.2 Employee will identify differences between software and manual ledger transfer.

T-Rex website template

Successfully import data into template.

Employee will work T-Rex website with product template specialist to open and create worksheet.

Successfully document tenants information.

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Enabling Objective 1.3 Employee will write initial data into software database.

Employee will import past data from ledger books. Employee will manually import tenants information into excel template Employee will generate tenant, maintenance, and profits worksheet

T-Rex website created template

Successfully document Wentworth Realty Company income report.

Enabling Objective 1.4 Employee will schedule and track applications and events involving company.

T-Rex website template

Successfully print documents pertaining to Wentworth Realty

Enabling Objective 1.5 Employee will call Employee will initiate tenants with lease lease renewal. renewal Terminal Objective 2 Employees will use the weekly report to provide a detailed summary to realty company. Product specialist will assist employee in the transfer of data to T-Rex website

T-Rex website template

Interactive evaluation

T-Rex website created template

Successfully document Wentworth Realty Company tenant rent report.

Enabling Objective 2.1 Employee will Employees will notify tenants of identify customers past due status who have past due status and will contact them for payment. Enabling Objective 2.2 Employees will be Establish and enforce able to list effective policy for delinquent accounts delinquency Enabling Objective 2.3 Employee will Employee will import export to construct monthly excel books. report statements.
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T-Rex website

Successfully document Wentworth Realty Company tenant rent report.

T-Rex website

Successfully document Wentworth Realty Company tenant rent report. Successfully document Wentworth Realty Company income report

T-Rex website

Enabling Objective 2.4 Employee will Employee will track import past data recurring and one-time from ledger books. charges, payments and other charge items. Terminal Objective 3 Employee will be able to provide a detailed monthly report that will detail the income and expenses for the business Product specialist will be available to answer questions thru remote desktop

T-Rex website

Successfully document Wentworth Realty Company expense report Interactive evaluation

Internet

Successfully login to website or connect thru remote desktop

Enabling Objective 3.1 Log in and identify Employee will print correct monthly out monthly financial report reports.

T-Rex login page

Successfully print correct document

Enabling Objective 3.2 Employee will Employee will create locate and backup weekly backups of tax report financial records. Enabling Objective 3.3 Employee will solve and fix computer errors. Interactive Modules Employee will identify pc problems and will learn to solve them

T-Rex login page

Successfully backup up monthly transactions

T-Rex login page

Interactive evaluation

The following images depict an interactive module the learners will see within each module. The interaction was created using Articulate Engage. Images, voice narrated instruction, and simulated video all provide a lesson the learner can get involved in. After successfully completing this e-learning course, learners will effectively use property manager software called T-Rex. By the end of these online training, learners will be able to, Successfully login to T-Rex website. Items: 6 Panels (Including Introduction and Summary)
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Duration: 5 minutes 32 seconds Introduction

Tenant Report 23 seconds

Income Expense Report 26 seconds

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Bank Summary 15 seconds

Video 3 minutes 55 seconds

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Summary 12 seconds

Assessments Assessments were created using Camtasia Studio 8.Articulate Engage was used to create the four learning modules. Quizzes were created using the built in function found within CourseSites. Module 1 Quiz is posted below for reference.
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Module 1 Quiz 1. True/False: The website we are using for this tut... Question Answer The website we are using for this tutorial is T-Rex property management software? True False

Correct Correct. Feedback False. The website we are using is T-Rex property management Incorrect software Feedback 2. True/False: Anyone can login to the website and a... Question Answer Correct Feedback Incorrect Feedback Anyone can login to the website and access your financial records. True False Correct. True. The account can only be viewed by the owner who set up the initial account.

3. True/False: The property worksheet can only be ed... Question Answer The property worksheet can only be edited once a week. True False

Correct Correct. Feedback False. The software allows for anyone to edit information as Incorrect needed daily. Feedback 4. True/False: If a tenant has missed a rent payment... Question Answer Correct Feedback If a tenant has missed a rent payment the software will show the details in the tenant center? True False Correct.

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Incorrect Feedback

False. Tenants information can be viewed in the tenant center.

5. True/False: Income and expense accounts can be edited as needed?. Question Answer Correct Feedback Incorrect Feedback Income and expense accounts can be edited as needed? True False Correct. True. The software allows the user to edit the information as needed thru the worksheet.

6. True/False: The T-Rex software is online based? Question Answer Incorrect Feedback The T-Rex software is online based? True False False, the website is online based because user goes online to use the services offered by the software.

Module 2 Tenants Center Quiz 1. True/False: To add another tenant you would navigate to the rent roll report? Question To add another tenant you would navigate to the rent roll report? True Answer False Correct Feedback Incorrect Feedback Correct. The tenant center is where you would navigate to in order to add a new tenant to your worksheet.

2. True/False: The tenant center can only be accesse...

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Question

The tenant center can only be accessed from 8.:00 am to 5:00 pm. True

Answer False Correct Feedback Correct. Incorrect Feedback True. The information can be viewed in at any time since it is backed up online .

3. True/False: Income and expense accounts can be edited as needed? Question Income and expense accounts can be edited as needed? True Answer False Correct Feedback Incorrect Feedback Correct. True. The software allows the user to edit the information as needed thru the worksheet.

4. True/False: The T-Rex software is online based? Question The T-Rex software is online based? True Answer False Incorrect Feedback False, the website is online based because user goes online to use the services offered by the software.

5. True/False: The property worksheet can only be ed...

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Question

The property worksheet can only be edited once a week. True

Answer False Correct Feedback Correct. Incorrect Feedback False. The software allows for anyone to edit information as needed daily.

6. True/False: A tenant report can be printed out by... Question A tenant report can be printed out by navigating to the reports tab in your T-Rex website? True Answer False Correct Feedback Incorrect Feedback Correct. False. The reports tab generates reports for all tenants and owners transactions

Module 3 Owner Quiz 1. True/False: The Owner Balance History shows begin... Question The Owner Balance History shows beginning and ending balance? True Answer False Correct Feedback Correct. Incorrect Feedback False. The account shows all transactions made for that month.

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2. True/False: The T-Rex software is online based? Question The T-Rex software is online based? True Answer False Incorrect Feedback False, the website is online based because user goes online to use the services offered by the software.

3. True/False: The property worksheet can only be ed... Question The property worksheet can only be edited once a week. True Answer False Correct Feedback Correct. Incorrect Feedback False. The software allows for anyone to edit information as needed daily.

4. True/False: To add another property you would nav... Question To add another property you would navigate to the owner center? True Answer False Correct Feedback Incorrect Feedback Correct. False. The owner center is where you would navigate to in order to add a new property to your worksheet.

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5. True/False: The website we are using for this tut... Question The website we are using for this tutorial is T-Rex property management software? True Answer False Correct Feedback Incorrect Feedback Correct. False. The website we are using is T-Rex property management software

6. True/False: An owner can make multiple owner draws? Question An owner can make multiple owner draws? True Answer False Correct Feedback Correct. Incorrect Feedback False. The owner can make multiple draws.

Module 4 Generating Reports Quiz 1. True/False: The property worksheet can only be ed... Question The property worksheet can only be edited once a week. True Answer False Correct Feedback Correct. Incorrect False. The software allows for anyone to edit information as needed
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Feedback

daily.

2. True/False: The income report includes unit infor... The income report includes unit information, lease dates, market rent, recurring charge amounts, recurring credit amounts, a sum of all deposits held, and the balance due. True Answer False Correct Feedback Incorrect Feedback Correct.

Question

True. The information can be viewed in the rent roll report.

3. True/False: The income expense report is a report... Question The income expense report is a report on a business' cash-generating ability. True Answer False Correct Feedback Correct. Incorrect Feedback False. The income expense report details all transactions on a a monthly basis.

4. True/False: Income and expense accounts can be ed... Question Answer Income and expense accounts can be edited as needed? True

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False Correct Feedback Incorrect Feedback Correct. True. The software allows the user to edit the information as needed thru the worksheet.

5. True/False: A record usually sent to the account... A record, usually sent to the account holder once per month, summarizing all transactions in an account during the time from the previous statement is called a bank summary. True Answer False Correct Feedback Incorrect Feedback Correct.

Question

False. The bank summary shows all transactions once per month.

6. True/False: The website we are using for this tut... Question The website we are using for this tutorial is T-Rex property management software? True Answer False Correct Feedback Incorrect Feedback Correct. False. The website we are using is T-Rex property management software

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Instructional Strategies
Learner Activities Module 1 Enabling Objective 1 Time Items: 6 Interactive Panels (Including Introduction and Summary) Duration: 5 minutes 32 seconds Technology or Media Web based interactive media involving images, narration, and video. Assessment Items 6 true-false questions created with the built in quiz maker located within Course Sites web interface.

1.1Register and create account with T-Rex property management software. Read Intro module Watch video Online Quiz 1 Discussion forum Interactive Quiz 1.2 Read Intro Module Watch video Online Quiz 1 Discussion forum Interactive Quiz 1.3 Read Intro Module Watch video Online Quiz 1 Discussion forum Interactive Quiz

Interactive quiz Steps to follow. For this demonstration, lets start by inserting our information in the click boxes Enter the information requested and press continues. Spend a few moments to navigate thru the website.

Learner Activities Module 2 Tenants Enabling Objective 2

Time Items: 6 Interactive Panels Introduction and Summary) Duration: 5 minutes 12 seconds

Technology or Media Web based interactive media involving images, narration, and video.

Assessment Items 6 true-false questions created with the built in quiz maker located within Course Sites web interface. Interactive quiz For this demonstration, lets start by inserting our information in the click boxes

2.1Read Intro module Watch video Online Quiz 1 Discussion forum Interactive Quiz 2.2 Read Intro Module Watch video Online Quiz 1 27

Discussion forum Interactive Quiz 2.3 Read Intro Module Watch video Online Quiz 1 Discussion forum Interactive Quiz

Module 3 Learner Activities Module 3 Enabling Objective 3 3.1Read Intro module Watch video Online Quiz 3 Discussion forum 3.2 Read Intro Module Watch video Discussion forum 3.3 Read Intro Module Watch video Discussion forum Interactive Quiz Module 4 Learner Activities Module 4 4.1Read Intro module Watch video Online Quiz 4 Discussion forum 4.2 Read Intro Module Watch video Discussion forum 4.3 Read Intro Module Watch video Discussion forum Interactive Quiz Time Items: 6 Interactive Panels (Including Introduction and Summary) Duration:5 minutes 43 Technology or Media Web based interactive media involving images, narration, and video. Assessment Items 6 true-false questions created with the built in quiz maker located within Course Sites web interface. Interactive quiz Steps to follow. For this demonstration, lets start by inserting our information in the click boxes Time Items: 6 Interactive Panels Introduction and Summary) Duration: 5 minutes 39 seconds Technology or Media Web based interactive media involving images, narration, and video. Assessment Items 6 true-false questions created with the built in quiz maker located within Course Sites web interface. Interactive quiz Steps to follow. For this demonstration, lets start by inserting our information in the click boxes

Evaluations The learners will demonstrate the ability to successfully login to the T-Rex website and transfer data from an Excel spreadsheet into an account t they create. I used the subject matter expert as my first evaluator in the one to one evaluation. The purpose of the one to one evaluation is to identify errors in the instructional e-learning course and make
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recommended changes. Revisions are made based on the feedback and will provide an insight into how the e-learning training is directed. Subject Matter Expert Review The purpose of the one to one evaluation is to identify and correct errors in the instructional unit. Evaluator feedback will provide an insight into the effectiveness of this training tutorial and provide alternate solutions or recommendations to improve this training. Revisions will be made immediately before it is deployed. Evaluator Profile and Session Location The subject matter experts are two instructors from the Texas State Technical College Computer Networking and Security program. The instructors have participated in past project evaluations and have provided expert feedback based on their professional experiences. I. INSTRUCTIONAL DESIGN A. Objective 1. Are objectives stated clearly for the learner and do they include the conditions and criteria for the evaluation? 2. Are the course requirements consistent with the objectives? 3. Do chapters / topics thoroughly cover the courses objectives? 4. Do the learning objectives match the learning outcomes? 5. Does the overall content and structure of the course meet its instructional objectives B. Content 1. Does the content flow seamlessly, without grammatical, syntactical and typing errors? 2. Are the desirable outcomes incorporated in the content? 3. Does the course engage students in critical and abstract thinking? 4. Teaching methods appropriate to stated objectives? 5. Does the course have prerequisites or require a technical background?
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Yes

No

Feedback

6. Are handouts and teaching aids provided? 7. Are additional resource and reference materials provided? II. Structure 1. Does the content flow seamlessly, without grammatical, syntactical and typing errors? 2. Does the course include examples, analogies, case studies, simulations, graphical representations, and interactive questions? 3. Does the course structure use appropriate methods and procedures to measure student mastery? III. Assessment 1. Are the assignments relevant, efficient and engage students in a variety of performance types and activities? 2. Are assessments fair, clear and effective? 3. Are practice and assessment questions interactive and do they focus on the courses objectives? IV. Technology Design 1. Are the images and graphics of high quality and suitable for the course? 2. Is the course easy to navigate and offers assistance with technical and course management? 3. Is the course navigation structure consistent and reliable? 4. Are the courses hardware and software defined? 5. Is the design clear and consistent, with appropriate directions? Comments and Revisions Made The e-learning course is presented well. The modules capture the learners attention by providing interactive controls. Revisions requested 1. Add Help and Support link to website training. 2. Home page needs to be cleaned up too much items on screen.

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3. Audio in all the modules is low. 4. Navigating the modules is confusing and needs fixing. Add a home button to each module so navigating is easier. The learners are not familiar with the layout and will become confused immediately. 5. Navigating the course is hard update the layout by adding a back button to each weekly module. 6. Some questions in your quizzes are not appropriate for the material covered and needs updating. One-to-One Evaluation The one-to-one evaluator is a product specialist employed with the TReXGlobal Company. He is a support specialist who has been with the company for 10 years. The subject matter expert is knowledgeable with the software because they provide live demos of their software to clients on a daily basis. The evaluation was conducted thru an online video conference service called GoToMeeting. We met online to discuss and review the training online which allowed us to go over the online course in real time.

V. INSTRUCTIONAL DESIGN C. Objective 6. Are objectives stated clearly for the learner and do they include the conditions and criteria for the evaluation? 7. Are the course requirements consistent with the objectives? 8. Do chapters / topics thoroughly cover the courses objectives? 9. Do the learning objectives match the learning outcomes? 10. Does the overall content and structure of the course meet its instructional objectives D. Content 8. Does the content flow seamlessly, without grammatical, syntactical and typing errors? 9. Are the desirable outcomes incorporated in the content? 10. Does the course engage students in critical and
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Yes

No

Feedback

abstract thinking? 11. Teaching methods appropriate to stated objectives? 12. Does the course have prerequisites or require a technical background? 13. Are handouts and teaching aids provided? 14. Are additional resource and reference materials provided? VI. Structure 4. Does the content flow seamlessly, without grammatical, syntactical and typing errors? 5. Does the course include examples, analogies, case studies, simulations, graphical representations, and interactive questions? 6. Does the course structure use appropriate methods and procedures to measure student mastery? VII. Assessment 4. Are the assignments relevant, efficient and engage students in a variety of performance types and activities? 5. Are assessments fair, clear and effective? 6. Are practice and assessment questions interactive and do they focus on the courses objectives? VIII. Technology Design 6. Are the images and graphics of high quality and suitable for the course? 7. Is the course easy to navigate and offers assistance with technical and course management? 8. Is the course navigation structure consistent and reliable? 9. Are the courses hardware and software defined? 10. Is the design clear and consistent, with appropriate directions?

Comments and Revisions Made I love the interactive component of your e-learning course. The modules are easy to understand and the accordion style interface allows for self-paced learning.
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Revisions requested 1. Create a FAQ and insert it within the course. 2. Additional videos can enhance the materials within the modules. 3. Module videos need to be sized for easier viewing. 4. Create a layout easier to navigate the modules. 5. Material is needed to support advanced features of our software. I was expecting to see constructive comments and suggestions in all areas of the elearning course. I discussed the necessary revisions with the evaluator during a scheduled online meeting thru GoToMeeting and made the necessary changes needed to improve my e-learning course.

Small Group Evaluation The small group evaluation was not conducted due to scheduling errors within the employees of the Wentworth Realty company. The revisions requested by the subject matter expert and one to one evaluation delayed my project because of the recommended changes. Field Trial Evaluation The field trial evaluation was not conducted due to the requested revisions made by the subject matter expert and one-to-one evaluation. Action Respone and Revision I reviewed the recommended changes and updated the e-learning course according to the evaluators request. One change I need to add is a video on how to navigate the web interface of the e-learning course. The video editing of each individual module required many revisions. I had issues with the narration of each individual module as I recorded them again. The Articulate Engage software I was using became difficult to use because the videos inserted within the layout were reduced in size according to the theme. The Course Sites interface is new to me and thus I had to become familiar with it in a short time. I was unable to continue with the small group evaluation and field trial evaluation due to the video editing. I will continue to revise this project in the summer.

Instructional Solution
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The instructional solution was created in CourseSites, a free online course creation service. I have created a total of eight users for course evaluation. The login id is

The link to the e-learning course is https://www.coursesites.com/webapps/login/?new_loc=/webapps/portal/frameset.jsp

Next Steps Appendix

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