INSTRUCTIONAL PLAN AND PRESENTATION: PHASE I

Instructional Plan and Presentation: Phase I

Rebecca Ybarra
CUR / 516
June 8, 2015
Dr. Shirley Burnett

PHASE I:

INSTRUCTIONAL PLAN AND PRESENTATION: PHASE I

Biogenius Series
Project: CoRe Manager
Inspire & Connect

The Project: CoRe Manager, Inspire & Connect training program is part of the
Biogenius Series. The training will provide a train-the-trainer opportunity for
the CoRe Managers in order to enhance their presentation abilities and to
have more of an impact as they learn how to connect with the audience in a
deeper and more versatile way. They will learn how to do this by guiding
their audience through specific learning activities and discussions
appropriate for a variety of audiences that will provide for a more connective
and impactful experience. The training consists of guidance from SMEs as
well as collaborative learning. Each Regional Team of CoRe Managers will
collaborate, using their skills and knowledge to enhance one of the four new
presentations that were approved in 2015. They will then present the
enhanced version of the presentation to the rest of the CoRe Managers and
management team, where they will be evaluated based on a specific rubric.
After best practices are developed, the enhanced version of the
presentations will be distributed to the entire CoRe team with speaker notes
that describe the enhancements developed by each Regional CoRe team.

INSTRUCTIONAL PLAN AND PRESENTATION: PHASE I

TARGET AUDIENCE

Gender:
M: 1
F: 4

Affiliation:
Patient:
Chapter: 2
Nurse: 1
Caregiver: 2
Social Worker:
2
Home Care: 3

Age Range:
20-29:
30-39:
40-49: 3
50-59: 2
60+:

West
Region

Age
Range:
20-29:
30-39: 2
40-49: 1
50-59: 1
60+: 1

South
Region
Affiliations:
Patient: 1
Chapter: 2
Nurse: 1
Caregiver:5
Social Worker: 1
Home Care: 3

CoRe Manager
Bleeding Disorder
Affiliation and
Demographics

North
Region

Central
Region
Age Range:
20-29: 1
30-39:
40-49: 3
50-59: 1
60+:

Gender:
M: 2
F: 3

Gender:
M: 1
F: 4

Affiliations:
Patient: 2
Chapter:
Nurse: 2
Caregiver:
Social Worker:
2
Home Care: 2

Age Range:
20-29:
30-39: 1
40-49: 2
50-59: 2
60+:

Gender:
M: 1
F: 4

Affiliations
:
Patient: 1
Chapter: 4
Nurse:
Caregiver:
2
Social

 At the conclusion, each team will collaborate on their assigned presentation to develop best
practices and then will present to the group at which time they will be evaluated.

The training itself will consist of instruction given by Subject Matter Experts (SME) who will give
perspective on the content, on the Motivational Framework and on presentation skills in general.
(Wlodkowski & Ginsberg, 2011)

Evaluati
on

Classroo
m

SME training will be followed by individual research time and collaboration with team members
on how to integrate their learning to create more powerful presentations.

The two new CoRe Conversations will be emailed to the CoRe Managers two weeks prior to the
training so that they can get comfortable with the content.

PreWork

DELIVERY MODALITY
INSTRUCTIONAL PLAN AND PRESENTATION: PHASE I

INSTRUCTIONAL PLAN AND PRESENTATION: PHASE III

LENGTH OF COURSE
DAY 1
Area of Focus SME Training
Topics

General presentation
skills:
projection,
audience
engagement,
body language
Group Interaction:
Ice-breakers
Learning Activities

Assignments

Regional Teams are

assigned a new CoRe
Conversation to work on
through the week

DAY 2
SME Training & Individual
Work
Make it Memorable:
Tell a story
Personal connection
Motivational Framework:
Inclusion
Attitude
Meaning
Competence
(Wlodkowski &
Ginsberg, 2010)

Research and select:

stories, ice-breakers and
learning activities to be
presented to team

DAY 3
Team Work

Break-Out
Session:
Round robin
presentations:
each team
member
presents CoRe
Conversation
with stories, icebreakers and
learning
activities to their
Regional Team
based on their
research from
day 2
Collaborate with
team to select
stories and
group
interaction
ideas: develop
best practices

2 months post-training there will be a follow-up Webinar to discuss any

revisions or insights from actual audience feedback.

GOALS

INSTRUCTIONAL PLAN AND PRESENTATION: PHASE III

CoRe Managers will have the confidence to present in a

professionally and competent manner as they develop content
mastery and professionalism in the delivery.
CoRe Managers will learn new techniques and ideas that will help them
make the presentation memorable through a great story, personal
connection, or relating the concept to an appropriate theme.
CoRe Managers will develop skills that will help them engage the
audience and help them connect words to actions. This will help the
audience to bridge the concepts and make it real.
CoRe Managers will be able to adapt the CoRe Conversation
presentations to a variety of audiences/situations with the use of the
Motivational Framework and selected Learning Activities that are
appropriate for each audience.

Presentation
Style: Make it
Memorable

Professionalis
m&
Competence:
Trust and
Credibility

CoRe
Manage
rs

Adaptability:
Audience/ven
ue diversity

Engagement
&
Connections:
Words into
Actions

INSTRUCTIONAL PLAN AND PRESENTATION: PHASE III

Instructional Plan and Presentation: Phase II

Rebecca Ybarra
CUR / 516
June 8, 2015
Dr. Shirley Burnett

INSTRUCTIONAL PLAN AND PRESENTATION: PHASE III

Biogenius Series
Project: CoRe Manager
Inspire & Connect

GOALS:
CoRe Managers will have the confidence to present in a professionally
and competent manner as they develop content mastery and
professionalism in the delivery.
CoRe Managers will learn new techniques and ideas that will help them
make the presentation memorable through a great story, personal
connection, or relating the concept to an appropriate theme.
CoRe Managers will develop skills that will help them engage the
audience and help them connect words to actions. This will help the
audience to bridge the concepts and make it real.
CoRe Managers will be able to adapt the CoRe Conversation
presentations to a variety of audiences/situations with the use of the
Motivational Framework and selected Learning Activities that are
appropriate for each audience.
GOALS & OBJECTIVES
A-B-C-D FORMAT

INSTRUCTIONAL PLAN AND PRESENTATION: PHASE III

Presentation Style: Make it Memorable

By the end of the training, the CoRe Managers will be
able to create a list of four or more stories that they can
choose from for each presentation from either their own
research, collaboration with their regional team, or from
hearing presentations from other teams.
Engagement & Connection: Words into
Actions
The CoRe Managers will be able to describe at least three
ice-breakers that can be used to help the audience feel
comfortable. By the end of the training session, they will
also be able to describe three methods which can be
used to help the audience connect content to their lives.
Adaptability: Audience and Venue Diversity
By the end of the training, the CoRe Managers will create
a list of at least four hands-on learning activities that will
engage kinesthetic and visual learners.
Professionalism & Competence: Trust and
Credibility
The CoRe Managers will be able to present in a clear and
precise manner, and exhibit an awareness of body
language (eye contact, hand placement, movement) and
professional style by the end of the training session.

COURSE LEARNING APPROACHES

INSTRUCTIONAL PLAN AND PRESENTATION: PHASE III

PROJECT-BASED

COLLABORATIVE

Presentation
Style

Each CoRe
Manager will have
personal research
time on day 2 to
find and develop 12 stories to
illustrate a concept
in their assigned
team presentations

Engagement &
Connection

Each CoRe
Manager will
research and select
1-2 ice-breakers
and select 1-2
learning activities
that will help them
connect content to
real-life in their
assigned team
presentations.

Adaptability

Each CoRe
Manager will
research and select
1-2 hands-on
learning activities
that can be used to
emphasize
concepts in the
presentation based
on their assigned
team presentation.

The CoRe Manager

will then present
the stories to their
regional team and
create a list that
they could use for
different types of
audiences. The
team will then
decide which story
to include in the
final presentation
based on the
options presented
as a group.
The CoRe Manager
will present the icebreakers and
learning activities
to their Regional
team. The team
will then decide
which activity to
include in the final
presentation based
on the options
presented as a
group.
The CoRe Manager
will present the
hands-on learning
activities to their
Regional team.
The team will then
decide which
activity to include
in the final
presentation based
on the options
presented as a
group.
Each CoRe

Professionalism

CRITICAL
THINKING
As a group, the
CoRe team will
discuss audience
scenarios and how
to incorporate the
Motivational
Framework to
foster Meaning,
Inclusion, Attitude
and Competence.

As a group, the
CoRe team will
discuss audience
scenarios and how
to incorporate the
Motivational
Framework to
foster Meaning,
Inclusion, Attitude
and Competence.

As a group, the
CoRe team will
discuss audience
scenarios and how
to incorporate the
Motivational
Framework to
foster Meaning,
Inclusion, Attitude
and Competence.

As a group, the

INSTRUCTIONAL PLAN AND PRESENTATION: PHASE III

& Competence

Manager will
present the final
presentation to
each other and will
record it, providing
feedback on
delivery and body
language

INSTRUCTIONAL STRATEGIES AND ACTIVITIES

CoRe team will

discuss audience
scenarios and how
to incorporate the
Motivational
Framework to
foster Meaning,
Inclusion, Attitude
and Competence.
(Wlodkowski &
Ginsberg, 2011,
pg. 25)

INSTRUCTIONAL PLAN AND PRESENTATION: PHASE III

Scaffolding approach:
Modeling
Different entry points to
concepts:
Gardner's Multiple
Intelligences:
estheticic, narrational,
experiential, logicalquantitative, foundational
KWL:
Know, Want to know, Learned
(Directed learning)

Stories: Anticipating and

Predicting, or
Problem-Solving

(Wlodkowski & Ginsberg, 2010)

INSTRUCTIONAL PLAN AND PRESENTATION: PHASE III

INSTRUCTIONAL TECHNOLOGIES

Pre-Training:
Computer:
Emailed version of
PowerPoint for
CoRe's to review

Training:
Live, In-Person
training
Modeling,
individual research
and
team collaboration

Post-Training:
Computer WebEx
for summatrive
review of live
experiences / adjust
and adapt
presentations
based on field
experience

Instructional
Technologies

INSTRUCTIONAL PLAN AND PRESENTATION: PHASE III

Instructional Plan and Presentation: Phase III

Rebecca Ybarra
CUR / 516
June 8, 2015
Dr. Shirley Burnett

INSTRUCTIONAL PLAN AND PRESENTATION: PHASE III

TIMELINE

October 1,
2015:
Needs
Analysis:
Evaluation
feedback on
new topics
analyzed
and new
topics
selected for
2016

October 15,
2015 November
30, 2015
Task
Analysis:
Content
Design and
Developmen
t

December 1
- Submission
to Marketing
and Legal for
review

January 4,
2016
New CoRe
Conversatio
ns sent to
CoRe
Managers

January 1822, 2016

Biogenius
Series:
Project:
CoRe
Manager
Traning
Inspire &
Connect

March 25,
2016
Follow-Up
Webinar
feedback on
field
experience
and
adjustments
to
presentation
s as needed

INSTRUCTIONAL PLAN AND PRESENTATION: PHASE III

INDIVIDUALS INVOLVED

DAY 1

DAY 2

DAY 3

DAY 4

SMES
BEYOND
RECREATION:
ANNE
HENNINGFELD
AMERICAN
MANAGEMENT
ASSOCIATION:
JENNIFER WEBB
HARVARD
BUSINESS REVIEW:
NANCY DUARTE
CORNELL
UNIVERSITY:
JIM ELSON, PHD

FACILITATORS
TRAINING TEAM:
REBECCA YBARRA,CORE
MANAGER & PROGRAM
DEVELOPMENT; JUCINDA
FENN-HODSON (COMPANY
MARKETING); KEITH
HANGLIN, DIRECTOR OF
MARKETING

LEARNERS
CORE MANAGERS,
REGIONAL GENERAL
MANAGERS

ADMINISTRATORS
LINDSAY HORNE,
EVENT COORDINATOR,

TRAINING TEAM:
REBECCA YBARRA, CORE
MANAGER & PROGRAM
DEVELOPMENT; JUCINDA
FENN-HODSON (COMPANY
MARKETING); KEITH
HANGLIN, DIRECTOR OF
MARKETING
TRAINING TEAM:
REBECCA YBARRA, CORE
MANAGER & PROGRAM
DEVELOPMENT; JUCINDA
FENN-HODSON (COMPANY
MARKETING); KEITH
HANGLIN, DIRECTOR OF
MARKETING
TRAINING TEAM:

CORE MANAGERS,
REGIONAL GENERAL
MANAGERS

LINDSAY HORNE,
EVENT COORDINATOR,

CORE MANAGERS,
REGIONAL GENERAL
MANAGERS

LINDSAY HORNE,
EVENT COORDINATOR,

CORE MANAGERS,

LINDSAY HORNE,

INSTRUCTIONAL PLAN AND PRESENTATION: PHASE III

REBECCA YBARRA,CORE
MANAGER & PROGRAM
DEVELOPMENT; JUCINDA
FENN-HODSON (COMPANY
MARKETING); KEITH
HANGLIN, DIRECTOR OF
MARKETING
RESOURCES & MATERIALS

REGIONAL GENERAL
MANAGERS

EVENT COORDINATOR,

INSTRUCTIONAL PLAN AND PRESENTATION: PHASE III

TED talk:
Presentation
Zen by Andrew
Stanton
New CoRe
Conversations in
PowerPoint
format (for CoRe
preview &
preparation)

Tools for the

Trade:
projectors (4)
screens (4)
powercords &
connectors
flip charts (4)
markers, pads
of paper, index
cards
CoRe Managers
to bring
computers

INSTRUCTIONAL PLAN AND PRESENTATION: PHASE III

IMPLEMENTATION

Interest &
Interest
& Commitment:
Commitment:
Communication:
Communication:
Send
as to
how
can
Send CoRe
CoRe Managers
Managers a
a mesage
mesagefirst
as
to
how we
we
can improve
improve our
our presentations
presentations and
and make
make them
them
review:
manager,
first
review:
manager,
stand
out against
against
competition
One
CoRe from
from each
regionreview:
will
be
involved
in
Formative
Assessment
on
January
4,
2016.
stand
out
competition
One CoRe
each
region
will
be
involved
in
Formative
Assessment
on
January
4,
2016.
second
director
of
company
marketing
second
review:
director
of
company
marketing
(randomly
assigned)
Request
for insights
feedback
as part
of
trianing
relevancy
(randomly
Request for
insights and
and
feedback
partassigned)
ofof
trianing to
to ensure
ensure quality
quality and
and relevancy
third
review:as
director
third
review:
director
of training
training
*Once
Training
rainingvision
has been
been
completed,
ask
2 volunteers
from
region
to hold
a small
small group
Describe
for
inspiring
through
story
telling,
engaging
through
learning
and
*Once
T
has
completed,
ask for
for
2
volunteers
from each
each
region
to
holdactivities,
a
group
Describe
vision
for
inspiring
through
story
telling,
engaging
through
learning
activities,
and
send
invite
for
CoRe
Managers
to
attend
training
on
January
18-22,
2016
presentation
(>5
attendees)
to
evaluatie
content
and
effectiveness
of
presntation
send
invite
for CoRe
Managers
attendpersonal
training
on January
2016 based
connecting
through
experiences
presentation
(>5
attendees)
to
evaluatie to
content
and
effectiveness
of 18-22,
presntation
based on
on new
new
connecting
through
personal
experiences
knowldge
knowldge and
and strategy
strategy from
from training.
training.

INSTRUCTIONAL PLAN AND PRESENTATION: PHASE III

*formative assessments

INSTRUCTIONAL PLAN AND PRESENTATION: PHASE III

Instructional Plan and Presentation: Phase IV

Rebecca Ybarra
CUR / 516
June 8, 2015
Dr. Shirley Burnett

FORMATIVE EVALUATION

INSTRUCTIONAL PLAN AND PRESENTATION: PHASE III

Formative evaluation based on Smith & Ragans approach: 1:1 feedback, small
group feedback, and field test analysis. Selected one CoRe Manager for each region
to evaluate for depth and breadth of training: does training meet needs of
improving presentation skills and providing a toolkit of activities and resources to
enable the CoRe Managers to be better able to connect information to community
members, giving information of value that they can use in their daily lives, and
establishing rapport to be a resource for future education, etc.

Members of
CoRe "FIT"
team to vote on
top 4 icebreakers,
stories, learning
activities to be
officially
implemented

Two month follow up call

with all CoRe Managers to
get feedback on field
experience. Adjustments
to presentation for content
depth and bredth made at
this point.

SUMMATIVE EVALUATION
The same evaluation forms are given to CoRe Managers during post-training that
are given to community members after the CoRe Conversations are given in the
field. These evaluations are based on a rating scale which requires the evaluator to
score the presentation based on certain criteria such as: appropriate length, depth
of content, relevancy to life, etc.

INSTRUCTIONAL PLAN AND PRESENTATION: PHASE III

GOALS, OBJECTIVE, & OUTCOME EVALUATION

SUMMATIVE EVALUATION BASED ON

KIRKPATRICK'S FOUR LEVELS OF
EVALUATION

LEARNING:
RESULTS:
TRANSFER:
REACTIONS:
Did any skills,
Are there
Are the newly
knowledge, or
increased
Attitute survey:
aquired skills
CoRe Managers attitude change
numbers of
being
post-program;
as a result of
attendees
to the
implemented in
select 20% of
the training?
CoRe
the CoRe
community
(CoRe Managers
Conversations;
Managers
members for
to identify which presentations in or increased 1:1
feedback w/in
strategies they
appointments
the field?
two months of
post-program
will use as a
(field
CoRe training
result of the
(evaluate thru
observation)
training)
Dec. 2016)

(Brown & Green, 2011 p. 170)

Based on attitude survey of both CoRe managers and bleeding disorder community
members as well as the actual use in the field of the strategies and knowledge
obtained during the training, the training team will determine whether future
training should take place. Also, for a perspective of whether the overall goals were
achieved, the training team will evaluate to see if the training had an impact in
terms of whether attendance for the CoRe Conversations has increased over the
course of the year since the trainings, and whether or not the CoRe Conversations
have established trust and credibility, measured by the number of 1:1 meetings the
CoRe managers were able to set up post-program. If there is a general positive
trend, a recommendation for future annual training will be recommended to senior
leadership.

INSTRUCTIONAL PLAN AND PRESENTATION: PHASE III

References
Brown, A. & Green, T.D., (2011). The essentials of instructional design: Connecting
fundamental
principles with process and practice. (2 nd ed.) Boston, MA: Pearson.
Wlodkowski, R.J., & Ginsberg, M.B. (2010). Teaching intensive and accelerated
courses: Instruction that
motivates learning. (1st ed.). San Francisco, CA: Jossey-Bass.