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

Any questions?Taxschool@jtax.com