Creating a Web Based Traininer for Lending Forms

ugh - lending forms? can you do a scenario walk-thru? or a couple? give them a chance to give it a try & figure it out for themselves, then support the "failures" with feedback and tips?  I can't imagine just an info-dump on what all the field mean would be any fun :)  I would use some kind of job-aid for that kind of thing :)

Jeff,

I think how you approach this training depends on a few things. I’d want to know a bit more, such as:

• What performance are you trying to change? Are they not aware that the forms exist, are they filling them out incorrectly, is their analysis leading them to the wrong conclusions, are they taking too long to fill out the forms, etc?
• Is this procedural (e.g. filling out a form) or is there some decision making (e.g. accepting/rejecting applicants based on the info)?
• Are the forms usually filled out correctly? If not, are there common mistakes (e.g. miscalculations on line X)?
• How often are they filling out/reviewing the form (e.g. daily, weekly, monthly)?

I have a few ideas that I can mock-up for you if you answer the questions above.

Hi Bryan,

Thanks so much for looking at this!

• What performance are you trying to change? Are they not aware that the forms exist, are they filling them out incorrectly, is their analysis leading them to the wrong conclusions, are they taking too long to fill out the forms, etc?

I wouldn't really be trying to change any performance, this is a course for people that are new to lending. So, they have never seen these forms before.

• Is this procedural (e.g. filling out a form) or is there some decision making (e.g. accepting/rejecting applicants based on the info)?

This would be procedural. Most of our forms are pre-filled by our lending software, I really need to have participants understand what information the forms contains and how to explain it to a borrower.

• Are the forms usually filled out correctly? If not, are there common mistakes (e.g. miscalculations on line X)?

This is for people new to lending. So, no bad habits yet.

• How often are they filling out/reviewing the form (e.g. daily, weekly, monthly)?

Most lenders use these forms on a daily basis.

Thanks again!!

Jeff

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Jeff- This info helps out quite a bit. If I were approachingthis training, I’d probably break it into two separate trainings, an overview/informcourse and a scenario/perform course.

1. Inform: Overview of the form. Don’t spend too much timedeveloping this one. Here are a few samples of how you could approach it:

a: Job Aid- Take a form that is already filled out, and throwsome callouts next to it highlighting a. important aspects of the form and b.how they might explain it to borrowers. You probably don’t need to walk throughevery aspect of the form in a click through e-Learning course. They can quicklyread the form. Here’s an example of what you could do with callouts (note: I just used IRS form 1040). You mightalso consider a 1-page FAQ of the top 10 things borrowers ask.:

b: Articulate Engage- If you have Articulate Engage, you canuse the “labeled graphic” tool to whip something out pretty quickly that looksslick. Just take screenshots of the form (I use SnagIt) and then you can insertinto engage and drop markers anywhere you think needs more info. What I likeabout this is that it allows them to explore on their own and it looks nice. Here’ssomething I put together in just a couple minutes. Engage form example

2. Perform/Scenario: I like Meg’s suggestion above to createa job aid and then some scenarios. As in the section above, you could create ajob aid that helps your employees respond to borrow FAQs. Then you can actuallycreate scenarios that test the FAQs. I used the rapid storyboard I posted lastweek to whip out a mockup of what this could look like. In this example, thereare 4 characters who will ask questions. Learners will choose betweenresponses, then receive feedback about their choices. Here are a few samplesceenshots of the slides. I’ve provided 2 sample layouts for you. I’ve also includedthe source file.

This is just a mockup. To make this a live course, I'd follow one of two approacheswith Articulate software. 1- In PPT/Presenter, hyperlink the buttons to theproper slide. Or 2- Use Quizmaker in free-form mode and have this be a quizwith feedback turned on.

I hope that helps! Good luck building your course.

Bryan - This is great! Thank you for your help. I am very anxious to see the Engage mockup for the forms. My organization currently blocks any dropbox files, so I will look at it tonight. Thanks again!!