2009 TS Series 5 Evaluating Tax School
description
Transcript of 2009 TS Series 5 Evaluating Tax School
Tax SchoolSeries
Session 5
Building Careers
Tax School Series
Your Path to Staffing for a Successful Tax Season
Session 5 – Building Careers
Communicating Employment
Opportunities, Evaluating
Student Performance &
Student to Employee Hiring
Process
Session 4 – Sharing and
Building Knowledge
Delivering Content
Session 3 – Filling Classes
Recruiting and Converting Leads into Students
Session 2 – Getting the Word Out
Marketing, Generating Leads, and
Entering Leads into Employee
Education
Session 1 – The Right Start
Planning, Staffing,
Training, and Building
Curriculum
Objectives
By the end of this session, you’ll know how to :
• Review Tax School goals and staffing needs
• Understand the Student to Employee hiring process
• Evaluate students, Instructors, and classes to ensure a successful Tax School
• Know if you are meeting your staffing needs
• Use the Employee Education and Employee Information eServices to manage the hiring process
Operate Your Tax School Business Center
• What’s New
• Tax School - By Task and By Role
• Tax School Tools
• eServices for Tax School
• Tax School Reports
• JH Learning Center Links
• Tax School A - Z
JH Learning Center
Know Your Goals
• Identify your Tax Season goals:– How many tax returns you
plan to prepare next year– How many Tax Preparers
you need to prepare those tax returns
– How many experienced Tax Preparers are interested in returning
• Identify your Tax School goals:– How many Tax School
students you need to complete the course
– How many Tax School students you need to enroll
– How many Tax School leads you need to generate
Determining Preparer Needs
• Sample• Template
Goal Summary
• Budgeted Returns 3000
• Total Preparers Needed 24
• Returning Preparers 11
• New Preparers Needed 13– Daytime Preparers 7– Evening Preparers 4
• Registration Goal 65
• Inquiries Goal 650
Preparers Needed
• Total # of New/Day Preparers
• Total # of New/Evening Preparers
• Additional Positions
• Other Considerations
Staffing Needs Analysis
The Student to Employee Hiring Process
• Step 1: Student registers for class• Step 2: Student attends class, prepares
homework, and takes assessments
• Step 3: Student learns potential employment opportunities
• Step 4: Student expresses interest in employment opportunities
• Step 5: Student is evaluated to determine suitability for potential employment opportunities
• Step 6: Student is interviewed and, if qualified, offered a position
Step 1: Student Registers for Class
Tools/Resources:• Tax School Kick-Off Training: Session• Employee Education Job Aid: Registering
Students• Student Package
Basic Income Tax Course Online and Computerized Getting Started Guide
Registration Recap Letter (Employee Education)Welcome Letter (Template on OYTSBC)Class/Lab ScheduleBasic Income Tax Course Participant’s Guide
Step 2: Student attends class, prepares homework, and takes
assessments
Tools/Resources:• JH Learning Center
• Reports• Training/Job Aids
• Employee Education eService
JH Learning Center – Student Progress
(By Individual Student)Type of Views:
-Started Courses -Completed Courses - Development Plan
JH Learning Center – Student Progress
(By Individual Student/Course)Type of Views:
- Compliance Report (All Views) - Development Plan
JH Learning Center
• Training/Job Aids:– Running Reports on the Learning Center
Module– Tax School Reporting Job Aids– Courses Started but Not Completed Job Aid– Course Scores Report Job Aid– Mandatory Courses Report Job Aid
Employee Education – Student Progress
Step 3: Student Learns Potential Employment Opportunities
Tools/Resources:• In-Class Recruiting Presentation User Guide
• First Visit (2nd or 3rd Week)• Second Visit (9th or 10th Week)
• In-Class Recruiting Presentation
Step 4: Student Expresses Interest in Employment Opportunities
Tools/Resources:• Employee Education eService• Tax School Dashboard• Employment Applications
Employee Education – Student Interested in Employment Opportunities
Tax School Dashboard
Step 5: Student is Evaluated to Determine Suitability for Potential
Employment Opportunities
Tools/Resources:• Employee Education eService
• Evaluate• Recommend
• JH Learning Center - Evaluate• Tax School Dashboard - Monitor
Employee Education - EvaluateViews:
- Attendance & Grading Tab - Evaluation Tab
Employee Education – Recommend the Student
Tax School Dashboard
Step 6: Student is interviewed and, if qualified, is offered a position
Tools/Resources:
• Employee Education eService
• Employee Information eService
• JH Learning Center
Employee Information – Hire a Student
Employee Education eService - Student has expressed interest in employment opportunities and has been rated by their instructor.
Employee Information – Hire a Student
Employee Information – Hire a Student
Employee Information – Hire a Student
Employee Information – Development Plans
Evaluating Instructors and Classes
Why evaluate Instructors?
When to evaluate Instructors?
Evaluate the Instructor
Tools/Resources:• In-Progress Evaluation Form
– Student Feedback
• Instructor Evaluation Form• Tax School Dashboard
Why evaluate the Class?
When to evaluate the Class?
Evaluate the Class
Tools/Resources:• JH Learning Center/Taxschool.com - Survey• In-Progress Evaluation Form
– Student Feedback
Tax School Dashboard
Tools
• Determining Preparer Needs worksheet
• Goal Summary
• Tax School Dashboard
• Staffing Needs Analysis
Goal Summary
• Budgeted Returns 3000
• Preparers Needed 24
• Returning Preparers 11
• New Preparers 13
• Registration Goal 65
• Inquiries Goal 650
Tax School Dashboard
Staffing Readiness Chart
Summary
By now, you should know how to :
• Review Tax School goals and staffing needs• Understand the Student to Employee hiring
process• Evaluate students, Instructors and classes to
ensure a successful Tax School• Know if you are meeting your staffing needs• Use the Employee Education and Employee
Information eServices to manage the hiring process
Location Settings
Don’t miss the live Tax School Q&A eSession which features….
Hear from a PeerSubject Matter Experts
Open Q&A Session