Learning Resource: TAT 2 Task Three Instructors Manual 

Instructional Setting

The plan of instruction, designed to addresses inadequacies discovered in technology training resources and deficiencies in industry knowledge specific to the financial services training staff. Theses shortfalls hindered by dated learning assets and limited; formal training solutions proved to be detrimental to the firm. Performance objective one, two and three are incorporated into the customized learning path to resolve inadequacies discovered in technology training resources and staff preparedness in using those resources. Enhancement in learning and teaching resources, for instructors, will strengthen and support knowledge transfer to meet the company developmental goals. The direct a result of scheduling time constraints, the availability of learning assets and geographically distributed office locations each lesson in the curriculum is designed and facilitated in concert given the required time of twenty-five needed hours to complete the curriculum as described. The following resources are applicable: Instructor lead training sessions on site (training lab) and via conference-web meeting platform, hands-on in-service training, at the availability of instructor-SME in designated training areas, recorded video streaming and proprietary system simulation.

Audience

The intended audience is primarily industry colleagues and interns new to the financial services industry and corporate training development arena — the team dynamics’ equally dispersed in the United States, Europe, and Asia. Their prior knowledge and skill specific to the technology products incorporated into the learning path are rudimentary at best. The median age of the team is thirty-five years old, and the oldest members’ of the group approximately fifty-five years of age. The audience, as noted consisted of various age grouping of equally talented educators, credentialed intermediate subject matter expertise. However; they lack the necessary skill sets of a technology-driven firm and that of a corporate financial services trainer. The modified learning plan, which incorporates the use of new learning technology products serves to connect cross-border, learners and fortify industry knowledge.      

 Goal of Instruction

Given the creation of effective learning assets, the instructor will incorporate the appropriate technology designed to address self and staff(s) lack of familiarity with the proprietary system functionality navigation and industry knowledge ultimately demonstrating proficiency which will be review annually by area leadership. The added value, the instructors in training will be well positioned to use their new skill of “integrated technology development” into future created learning assets. A customized learning path designed to address the lack of familiarity with the proprietary system, applications, and the securities industry. The information retrieved provided a clear picture and or the need for instruction.

Performance Objectives

Performance Objective 1: Given a company resource (laptop-desktop) with intranet access, the instructor will demonstrate the path to and or access to the DTCC-Learning Portal and enroll in recommended courses of study. The conditions of the objective, upon completing one hour of practice accessing, navigating and registering for the various electronic courses within the learning portal the instructor, while being observed will demonstrate the acquired skill to respective peers. Doing so will remove ambiguity and support cross-training initiatives.

 Noted criteria, the instructors may be required to access and complete the course registration process within 10 minutes with 90% accuracy.  This activity is intended to ensure a higher standard of performance requirements, collaboration, and mutual understanding. 

Performance Objective 2: Given a company device with intranet access to Smart Notebook learning software, the web-based collaborative platform of choice, and the trade processing site the instructor will demonstrate the required procedure to use the application to share resources.  After that navigate to the Trade processing UAT site to gain comfort in basic functionality.  The conditions of the objective, upon completing two hours of practice accessing and browsing various application functions within the user test region the instructor, while being observed will demonstrate the acquired skill to respective peers. Doing so will provide clarity of system functionality and support cross-training initiatives. In this instance the criteria, the instructors will require the access and complete the five processing functions within 30 minutes with 100% accuracy. Anticipating, this will ensure a higher standard of performance requirements.

Performance Objective 3: Given – access credentials to the designated lab area the instructor will explore learning resources and demonstrate their ability to use the lab facility effectively the conditions, following regularly scheduled system updates while being observed. The instructors will be required the access, discover learning resources and flush out on their ability to use the lab facility effectively while being observed by respective department heads.  Anticipating, this will ensure a higher standard of performance requirements, collaboration, and mutual understanding. 

Performance Objective 4: Given source documents on the effective use of technology in a securities processing environment, the instructor will work together to develop a working definition of the operational use of technology specific to trade management and securities processing at the firm (utilizing Smart Notebook-the collaborative learning software).he condition, the instructor must be assigned approval and The document authoring rights. The criteria, Enhancements to source documentation must be expeditious without error utilizing standard technical writing procedures. The activity will ensure a higher standard of performance requirements, collaboration, and mutual understanding, As such, will provide higher performance requirements. 

Performance Objective 5: Given instruction and access to the company intranet environment, the in-house learning center, the core development portal and the Cornerstone learning portal instructors will demonstrate user ability to access resources within the user test environment that aligns well with the objectives. The condition of the goal, upon completing one hour of practice accessing and navigating multiple systems and learning assets within the

Learning portal the instructor while being observed will demonstrate the acquired skill to access, retrieve and disseminate learning resources to respective peers.

Doing so will provide clarity of system functionality and support cross-training initiatives. The noted criteria, within a predetermined time, the instructor must navigate the various applications and disseminate learning resources within a thirty-minute window, with one hundred percent accuracy.

Performance Objective 6: Given the instructors (in training) limited subject matter expertise of trade processing system usage and basic navigation, the performance objective,  instructors must develop a thorough understanding of the enhancements to securities processing system navigation and functionality. The condition under which learning will occur will include a series of Instructor-led knowledge sharing sessions coupled with hands-on system scenario-based exercises within the user acceptance test environment. The criteria, the learner, must perform the following actions: submit bond trades, resolve trade differences and retrieve daily reports