Title: Instructor Certification Training
1Instructor Certification Training
2Training Objectives
- Certify you to teach NxLeveL
- Increase your confidence in teaching adult
learners - Show you the NxLeveL system for writing business
plans - Offer you a business model for success
- Enjoy our time together
3Day One Agenda
- Welcome Introductions
- About NxLeveL
- NxLeveL Course Overview
- The Art of Teaching Adults
- In-Depth Course Analysis
- The Art of Teaching NxLeveL
- NxLeveL Website Resources
- Successful Business Model
- QA, Day One Wrap Up
4Day Two Agenda
- Each instructor will make a 10-15 minute
presentation using the NxLeveL materials. - Find out how easy it is to use the NxLeveL
Instructors Manual. - Demonstrate presentation and facilitation skills.
- Demonstrate how to teach adult learners.
- Demonstrate tips and techniques.
- Receive feedback from other instructors and
Master Trainers.
5Class Procedures
- Please silence your cell phones.
- Well break every couple of hours or so.
- This is a collaborative effort.
- Student-Lead Discussions
- Reflection and Experience
- Immediate gratification.
6 7About you
- your name
- From Where
- Education
- Experience
- Teaching
8NxLeveL Instructors should be
- Experienced instructors
- Experienced entrepreneurs
- People who enjoy teaching adults
- People with confidence and enthusiasm
- People who can create a fun, friendly learning
environment
9About me
- B.S. Finance, MBA, MED
- Small Business Owner
- SBDC Regional and State Director
- ASBDC Accreditation Committee Member
- Certified NxLeveL Instructor
- NxLeveL Master Trainer
- Managing Editor of NxLeveL Products
- President and CEO of NxLeveL
10The Importance of what were doing!
- The dreams we build and the life we lead
sometimes differ by staggering amounts. This
need not be. We can reduce that gap and build a
life which accords quite closely to our dreams. - On becoming an educated person
- By Dr. Virginia Voeks
11What if I offered you
- a proven product in a growing Market
- a business model with a 15 year track record
- a pricing structure that will guarantee a profit
(Program Income) - a marketing strategy that will bring customers
and sponsors
12 13History of NxLeveL
- Founded in 1993
- University of Colorado (WEN)
- Sponsored by the US West Foundation
- Originally 14 western states
- 18 curriculum writers
- Tested and updated from the network of
administrators, instructors and participants
14NxLeveL Today
- 42 states, American Samoa, Puerto Rico, Canada
- Hundreds of communities
- 4,500 certified instructors, master trainers,
and state administrators - Organizations teaching NxLeveL include SBDCs,
CoC, WBC, community and economic development,
business incubators, religious groups, and others - 120,000 participants to date
- 10,000 participants each year
15NxLeveL Partnerships
16Vision Statement
- To help people better their lives through
entrepreneurial education and small business
ownership. - Michael C. Finnerty
17Participant Profile
- Age
- Gender
- Ethnicity
- Income
- Education
- Pre-Venture, Start-Up, Existing
- Start-Up Capital
18- 3. NxLeveL Course Overview!
19NxLeveL Products
20Get the Buzz on Biz
- Being an Entrepreneur
- Mind Your Own Business
- Be a Legal Eagle
- E-Commerce
- Researching Your Idea
- Big Time Marketing
- Building Your Business
- Accounting
- Managing Your Cash
- Show Me the Money
- Ready, Set, Charge!
21 Micro-Entrepreneur Business Plan Basics
- Keys to Your Business Success
- Assessing Your Business Idea
- Business Planning
- The Marketing Plan
- Government Regulations
- Management
- Market Analysis
- Product and Price
- Placement and Promotion
- E-Commerce
- Selling Success
- Wheres the Cash
- Managing the Money
- Financial Tips and Tools
- Bringing it All Together
22Start-Up Sessions
- Intro-Are You Entrepreneurial Material?
- Developing Your Business Concept
- Business Start-up Options (1)
- Business Start-up Options (2)
- Business Fundamentals
- Testing the Idea Market Research Analysis
- Getting to the Market Marketing Strategies
- Understanding Budgets Financials
- Raising Money
- Getting Started Managing the Future
23Entrepreneur Sessions
- Introduction, Overview Entrepreneurship
- Planning and Research
- Organizational Matters
- Marketing Analysis
- Marketing Strategies
- Financial Overview Books and Records
- Managing Your Money - Budgets and Assumptions
- Managing Your Money - Cash Flow Projections
- Understanding and Using Financials
- Financing Your Business - Money Sources
- The Deal Making Process Negotiation
- Your Business Future - Managing Growth
24Tilling the Soil
- Take Stock in Your Resources
- Basic Equipment
- The Legal Terrain
- Manage from the Ground Up
- Plant It, Grow It, Market It
- Reap the Benefits
- Get Your Budget in Line
- Analyze These Cash Flow and Financial Statements
- Cultivate Your Money Resources
- Harvest Your Future
25Signage Session
- The Effectiveness of Signage
- Signage, Laws, and Community Standards
- Elements of Design
- Working with Designers and Manufacturers
26NxLeveL in Spanish
27Digital Books Available
28NxLeveL On-Line
- Introduction, Overview Entrepreneurship
- Planning and Research
- Organizational Matters
- Marketing Analysis
- Marketing Strategies
- Financial Overview Books and Records
- Managing Your Money - Budgets and Assumptions
- Managing Your Money - Cash Flow Projections
- Understanding and Using Financials
- Financing Your Business - Money Sources
- The Deal Making Process Negotiation
- Your Business Future - Managing Growth
29Business Plan Articles
Do Start-Ups Really Need Formal Business
Plans? Research Roundup Writing a Plan.
30Writing a Business Plan
- teaches students to become strategic thinkers.
31- 4. The Art of Teaching Adults!
32Adult Learning Theories
- It is unlikely that there will ever be a single
theory of adult education. Instead, there will
be many theories useful in improving our
understanding of adults as learners. - Adults as Learners
- by K. Patricia Cross
33Adult Learning Theories
- Adults learn best when they are curious,
challenged, or desiring of competence. - - Daniel D. Pratt
34As an adult learner
- Why are you here today?
- What are your expectations?
- What better not happen?
35Andragogy Theory by Malcolm Knowles
- As a person matures
- 1) his/her self-concept moves from one of being a
dependent personality toward one of being a
self-directed human being, - 2) he/she accumulates a growing reservoir of
experience that becomes an increasing resource
for learning, - 3) his/her readiness to learn becomes oriented
increasingly to the developmental tasks of
his/her social roles, and - 4) his/her time perspective changes from one of
postponed application of knowledge to immediacy
of application, and accordingly his/her
orientation toward learning shifts from one of
subject centeredness to one of problem
centeredness.
36Three-way Typology Theory by Cyril Houle
- Motivations of adult learners
- 1) Goal-oriented learners, use learning to gain
specific objectives, such as learning to speak
before an audience, learning to deal with
particular family problems, learning better
business practices, and similar concrete
objectives. Such learners do not restrict their
learning activities. Theyll take a course, join
a group, read a book, take a trip, etc. - 2) Activity-oriented learners, participate
primarily for the sake of the activity itself
rather than to develop a skill or learn subject
matter. They take the course or join a group to
escape loneliness or boredom or an unhappy home
or job situation, to find a husband or a wife, to
amass credits or degrees, or to uphold family
tradition. They do almost no reading. - 3) Learning-oriented learners, pursue learning
for its own sake. They seem to possess a
fundamental desire to know and grow through
learning, and their activities are constant and
lifelong. Most are avid readers they join
groups, and even choose jobs, for the learning
potential offered they watch serious programs on
television and make extensive background
preparations when traveling in order to
appreciate what they see.
37The Pyramid of Learners! by K. Patricia Cross
ADULT LEARNING FORCE
College Credit
Organized Instruction
Self-Directed Learners
38Adult Learning Styles!
- Learning Style Characteristics Teaching
Strategies - - process new information best - graphics,
illustrations - Visual Learners when it is visually illustrated
or - images - demonstrated - demonstrations
- - process new information best - Instruction
- Auditory Learners when it is spoken -
discussions - - process new information best - written
assignments - Kinesthetic when it can be touched or - taking
notes - manipulated - examination of objects
- - participation in activities
- - process new information best - distance
learners can - Environmental when it is presented in
control their own - Learner surroundings that match learner
learning environment preferences (room
temperature, to a larger extent than
lighting, seating, etc.) on-campus
students!
39Top Ten Characteristics of Adult Learners
- 10. Adults try to avoid failure
- Adults are much less open to the trial-and-error
approach than children are. Adult learners will
resist something new if it involves the risk of
making an error and feeling foolish as a result. - 9. Adults will learn only what they feel they
need to learn - In the work world, adults are expected to
evaluate the relative importance of information,
to exercise personal judgment in setting
priorities and allocating their time. This
behavior carries over into the adult learning
environment. - 8. Adults want their learning to be practical
- Adults are willing to learn theories, but only if
they can see how those theories apply in real
life. Adult interest soars when training is
built around a clearly defined challenge or
demand, rather than hypothetical problems and
solutions.
40Top Ten Characteristics of Adult Learners
- 7. Adults are problem-centered
- Adults must feel that the material they are
learning is relevant, and that it will have
immediate effect. They want to see how the
objectives of the learning relate to authentic
situations and real solutions to problems. - 6. Adults learn by comparing past experience with
new experience - Every adult learner has a lifetime collection of
previous knowledge and experience. When learning
something new, most adults need to see how it
fits in with (or is different from) what they
already know. - 5. Adults Can Be skeptical
- Adults will filter new information through their
years of experience and knowledge. They become
skeptical when information conflicts sharply with
what they already hold to be true or if the
instructor appears inexperienced or unqualified.
41Top Ten Characteristics of Adult Learners
- 4. Adults need immediate feedback concerning
their progress - Adults want to know how they are doing all along
the way. They are not content to continue
plugging away at course material without knowing
whether they are on the right track. - 3. do not all learn the same way (personal
learning styles) - By the time people reach adulthood, they have
settled into a learning style that has worked
well for them in the past. One person may prefer
reading, while another does best trying out a
practical exercise, for example. - 2. Adults are goal-oriented
- Adults want to know what the specific goals and
objectives are of a course, how they are
measured, and what determines their individual
success.
42Top Ten Characteristics of Adult Learners
- 1. Adults are motivated to learn
- Adults learn most effectively when they have an
inner motivation to develop a new skill or gain
new knowledge. Adults participate in
self-directed learning almost universally. The
typical adult spends 500 hours every year in
self-directed learning.
43Take this simple test
- Thinking back over your whole life, what were
the most significant learning experiences you
ever had? That is, list the moments (or events)
in which you discovered something of lasting
significance to your life.
44Ask yourself the following questions about each
- Did it take place in the classroom?
- Did it take place in a school?
- Was a professional teacher instrumental in making
the learning experience happen? - Was a teacher-like figure (e.g., coach, minister,
school counselor, theater director) instrumental
in making the learning happen? - If the answer to 3 or 4 is yes, then what did
the teacher (0r other person) actually do to help
you learn? - In general, what factors were instrumental in
bringing about the learning?
45Good teaching leads to significant learning
- Your job is to shape the environment in a manner
that is conducive to significant learning in
others!
46What does a significant learning environment look
like?
Self Directed
Sounding Board
Self Discovery
Experienced
Actor
Leader To Discovery
Takes Ownership
Visual
Application
Problem Centered
Learn From Each Other
Feedback
Facilitator
Auditory
Environmental
Controller
Goal Oriented
Activity Oriented
Skeptical
Need To Learn
Kinesthetic
Motivator
Instructor
Learning Oriented
Avoid Failure
Practical
Lecturer
47The Art of Teaching Adults!
Declaring Objectives
Sounding Board
Autobiography
Setting up The Room
Processing Feedback
Contracting
Tests Quizzes
Getting Packed
Icebreakers
Using Journals
Planning a Session
Assigning Projects
Working In Groups
Projecting Overheads
Showing Videos
Lectures
Environmental
Outside Learning
Flipping Charts
Learning Styles
Asking Questions
Inviting Experts
Participation
Role-plays
Reading Together
Group Behavior
Learning Circles
Brainstorming
Demonstrations
Studying Cases
48Adult Learner Handouts
- Adult Teaching Strategies
- Whats My Learning Style?
- The Adult Learner
- Developing Your Skills as a NxLeveL Instructor
- 30 Things We Know For Sure About Adult Learning
- Books and Websites
- www.TeachingPerspectives.com
49- 5. In-Depth Course Analysis!
50Formula for Success!
- Our Approach
- Learn it tonight use it tomorrow
- Competency-based learning
- Built on a foundation of fundamentals
- Knowledgeable Instructors
- Expert Guest Speakers
- Networking Opportunities
- One-on-One Counseling
51NxLeveL Guide
- First Day of Class
- Table of Contents (46 short chapters)
- Follow the Session Outlines
- Glossary of Terms
- Index
- Case Studies (Between the Diamonds)
- NxLeveL Tech Tips
- E-commerce
- Online resources
- Helpful websites
- Suggestions for software
- Margins
52Instructor Manual
- Tab A History of NxLeveL
- Tab B How to use the Manual
- Great for future reference
- Tab C Reporting and Evaluations
- Check with your State administrator
- Course registration is on-line
- All forms available to download and print
- Tab D Games, Brain Teasers, Food for Thought
- Have ready for each session
- Tabs 1-12
- Participant Session Outline
- Instructor Session Outline
- Additional Instructors Notes
- Overheads/Handouts (On the website, Downloadable)
53Guest speakers should
- Be an added benefit to the participants
- Speak for thirty (30) minutes
- Be contacted well in advance
- Come from the local community
- Understand whats in it for them
- Be an expert on the topic
- Bring handouts and business cards
- Not use the time to self-promote
- Be invited to help team teach
54The Work Hour
- The last sixty (60) minutes of class
- Small discussion groups
- Homework review
- Workbook preview
- Production time of the class
- Allows participants to
- Work on their business plan
- Answer workbook questions
- Focus on problem-solving
- Work with other students
- Challenges to the work hour are
- Instruction runs longer than expected
- Guest speakers go beyond allotted time
- Participants consistently leave early
- Instructors arent sure how to use the hour
effectively
55Getting the most from the work hour!
- Additional Instructor Notes
- Suggestions for the work hour
- Make the work hour a priority
- Be the Controller
- Create the expectation early
- Come prepared for the work hour
56Student Assignments
- Challenges with homework
- Theres lots of it!
- Students skill levels may vary.
- Instructors may not be all things to all
topics. - Knowing what is good work.
- Establishing standards for good work.
- Communicating with students on improvements.
57Suggestions for Evaluating Student Assignments
- Resource Guide (Online)
- Sample Business Plans
- Business Plan Evaluation Sheet
- Spelling and Grammar
- Software and books
- Matching students and their skills
- Other Service Providers
- Guest Speakers
58Final SessionSuggestions
- Handout Completion Certificates
- Handout Participation Certificates
- Administer Evaluations
- Have a Graduation Party
- Establish Alumni Groups
59- 6. The Art of Teaching NxLeveL!
60Present Your Best Self
- Come prepared to teach
- Dress appropriately (Relaxed/Business)
- Avoid nervous habits (pacing, jingling pockets,
vocalized pauses) - Read the text
- Commit to your own style
- Brand yourself
- Be an outstanding counselor
61Preparing the Classroom
- Take inventory well in advance
- Lighting
- Outlets
- Tables and Chairs
- Space
- Audio-Visual Equipment
- Arrange the room to suit your plans
- Seating Layout
- Windows/Doors
- Be prepared for last minute changes
- Cleanliness
- Temperature
- Surprises
- Restroom Facilities
- Parking
- Safety
62Using Visual Aids
- Variety is the key to success
- Participants should have good sight lines
- Dont turn your back on the participants
- Using Technology
- Using PowerPoint (Too many slides?)
- Projecting Overheads (Obsolete?)
- Showing Videos (Relevancy!)
- Using the Internet (Are we connected?)
- Have a back-up plan
- Flipping Charts
- Handouts
63Adult Learning Theories
- My greatest strength as a consultant is to be
ignorant and ask a few questions. - - Peter Drucker
64Asking the right questions!
- The way you ask a question has a lot to do with
the answer you get. - Areas of knowledge rather than simple facts.
- Converting lectures into dialogue.
65Asking the right questions!
- Questions are your most valuable tools for
- Making points
- Assessing understanding
- Arousing interest
- Testing understanding
- Involving everyone
66 67- 8. Business Model for Success!
68Opportunity Knocked!
69The NxLeveL Business Model
- The Competition
- Pricing Structure
- Sponsorships
- Marketing Tools
70The Competition
- Who is the competition?
- What is the competition offering?
- What is the competition charging?
- Are you working with your competition?
71Pricing Structure
- Define value for you!
- Low cost provider
- Consistent with the competition
- Perceived value to the client
- Supplemental Income
- How are you determining the price of the
training? - Based on the cost of the training (Breakeven)
- Compared to other offerings
- Compared to higher ed credit hours
- Compared to private sector consulting
- Compared to the cost of paying for a business
plan - Based on what you think youre worth
72Pricing Structure
- Links2Biz.com189-259
- PlanYourIdea.com249
- BusinessPlans.com465
- MasterPlans.com 1,200-9,900
73Sponsorships
- Who are your potential sponsors?
- How does your training meet the needs of your
sponsors? - What do you specifically want from your sponsors?
- What will you specifically do for your sponsors?
- Will you offer different types of sponsorships?
74Marketing Tools
- Unified Front
- Standardized promotional materials
- Centralized media/marketing campaign
- Offer a variety of sponsorships
- Co-brand with sponsors and NxLeveL
- Hold an annual event
- Offer courses throughout the year
- Offer consistent pricing for the courses
- Video Production
75Had Enough?
769. Questions and Answers!
77Sustainable Growth
- Formula Growth PRAT
- P Profit Margin
- R Retention Rate (Earnings Retained)
- A Asset Turnover
- T Asset to Equity Ratio
- P and A Operating Performance
- R and T Financial Policies
78Sustainable Growth
- Sustainable Growth Made Simple
- Assumptions
- The company wants to grow as rapidly as the
market will permit - Management is unable or unwilling to sell new
equity - The company has a target financial policy
- All parts expand in strict proportion
79Sustainable Growth
80Sustainable Growth
81Sustainable Growth
82Sustainable Growth
83Sustainable Growth
84Congratulations!
- Congratulations! Youre now a Certified
NxLeveL Instructor! - Thank You for Participating!
- All the Best to You!
85Contact Information
- NxLeveL Education Foundation
- www.nxlevel.org
- Michael Finnerty mikef_at_nxlevel.org
- Connie Fenley connie_at_nxlevel.org
- 1-800-873-9372 or (801) 446-6162