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Organizing the Design,
Marketing, Assessment &
Follow-Up for Educational
Offerings:
A Planning Resource for Webinar
& Workshop Facilitators
Katherine Guevara
Associate Director of Clinical & Translational Research Education Programs
Karen Busa
Program Specialist, Workforce Development
SC CTSI Education Resource Center (ERC) in Workforce Development (WD)
University of Southern California
Objectives
▸ Identify ways to optimize the
preparation of educational offerings
per recommendations
▸ Plan updated workflow for hosting an
educational event
2
Reflect on your workflow for
educational offerings
▸ What works well?
▸ What is challenging?
▹ EXAMPLE: Karen shares CTSI
experience
3
This Photo by Unknown Author
is licensed under CC BY-NC
CTSI Resource Highlights
Design
▸ Learning
objectives
▸ Activities
Marketing
▸ Bio & photo
link
▸ REDCap
4
Assessment &
Follow-up
▸ Learning
questions
▸ Impact
questions
5
The Design of Learning
▸ Learning Objectives
Before: Understand X concept in
the field of research
Goal: Specific & measurable skills
After: Identify a way to use X
concept in your research
▸ Activities
Before: Facilitator talking the
whole time
Goal: Engagement/interaction
After: Breakouts, discussion,
chat, polls…
6
Learning Objectives
7
Activities
Streamlining Marketing
▸ Bio & photo
Before: Having to look
them up/use what pops up
Goal: Accuracy
After: Facilitator provides
their bio page link
▸ REDCap
Before: Event questions
sent/received in an email
Goal: Data collection/storage
repository
After: Print out reports,
analyze trends
8
Bio & Photo
9
10
REDCap Form View
REDCap Report
11
More Robust Evaluation
▸ Learning questions
Before: Asked if session
met expectations
Goal: Move towards
measuring learning
After: Comprehension
questions about content
▸ Impact questions
Before: No longer-term
follow-up with participants
Goal: Collect data on longer-
term application of learning
After: Facilitator provides
impact questions
12
Learning Questions
13
Impact Questions
14
Identify a way to optimize
▸ Review the provided resource
▸ Note one element you could adopt to
optimize your own workflow for
educational offerings
EXAMPLE: We would optimize
assessment by…
15
This Photo by Unknown Author
is licensed under CC BY-NC
New CTSI Workflow
16
Needs
assessment
to identify
event topic
Confirm
presenter
Presenter
completes
planning resource
Event
marketing
Hold
event
Follow-up
surveys
x2
Plan your updated workflow
▸ Review CTSI’s new workflow for
educational offerings
▸ Select one aspect you could adopt to
update your own event workflow
17
This Photo by Unknown Author
is licensed under CC BY-NC
Thank You!
SC CTSI | www.sc-ctsi.org Phone: (323) 442-4032 Email: info@sc-ctsi.org Twitter: @SoCalCTSI
Cite us: This work was supported by grants UL1TR001855 and UL1TR000130 from the National Center for Advancing
Translational Science (NCATS) of the U.S. National Institutes of Health. The content is solely the responsibility of the authors
and does not necessarily represent the official views of the National Institutes of Health.
18

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Facilitator template workshop_final

  • 1. Organizing the Design, Marketing, Assessment & Follow-Up for Educational Offerings: A Planning Resource for Webinar & Workshop Facilitators Katherine Guevara Associate Director of Clinical & Translational Research Education Programs Karen Busa Program Specialist, Workforce Development SC CTSI Education Resource Center (ERC) in Workforce Development (WD) University of Southern California
  • 2. Objectives ▸ Identify ways to optimize the preparation of educational offerings per recommendations ▸ Plan updated workflow for hosting an educational event 2
  • 3. Reflect on your workflow for educational offerings ▸ What works well? ▸ What is challenging? ▹ EXAMPLE: Karen shares CTSI experience 3 This Photo by Unknown Author is licensed under CC BY-NC
  • 4. CTSI Resource Highlights Design ▸ Learning objectives ▸ Activities Marketing ▸ Bio & photo link ▸ REDCap 4 Assessment & Follow-up ▸ Learning questions ▸ Impact questions
  • 5. 5 The Design of Learning ▸ Learning Objectives Before: Understand X concept in the field of research Goal: Specific & measurable skills After: Identify a way to use X concept in your research ▸ Activities Before: Facilitator talking the whole time Goal: Engagement/interaction After: Breakouts, discussion, chat, polls…
  • 8. Streamlining Marketing ▸ Bio & photo Before: Having to look them up/use what pops up Goal: Accuracy After: Facilitator provides their bio page link ▸ REDCap Before: Event questions sent/received in an email Goal: Data collection/storage repository After: Print out reports, analyze trends 8
  • 12. More Robust Evaluation ▸ Learning questions Before: Asked if session met expectations Goal: Move towards measuring learning After: Comprehension questions about content ▸ Impact questions Before: No longer-term follow-up with participants Goal: Collect data on longer- term application of learning After: Facilitator provides impact questions 12
  • 15. Identify a way to optimize ▸ Review the provided resource ▸ Note one element you could adopt to optimize your own workflow for educational offerings EXAMPLE: We would optimize assessment by… 15 This Photo by Unknown Author is licensed under CC BY-NC
  • 16. New CTSI Workflow 16 Needs assessment to identify event topic Confirm presenter Presenter completes planning resource Event marketing Hold event Follow-up surveys x2
  • 17. Plan your updated workflow ▸ Review CTSI’s new workflow for educational offerings ▸ Select one aspect you could adopt to update your own event workflow 17 This Photo by Unknown Author is licensed under CC BY-NC
  • 18. Thank You! SC CTSI | www.sc-ctsi.org Phone: (323) 442-4032 Email: info@sc-ctsi.org Twitter: @SoCalCTSI Cite us: This work was supported by grants UL1TR001855 and UL1TR000130 from the National Center for Advancing Translational Science (NCATS) of the U.S. National Institutes of Health. The content is solely the responsibility of the authors and does not necessarily represent the official views of the National Institutes of Health. 18