POWER 2.

2 JUMPSTART DESIGN DOCUMENT

OVERVIEW

The roll-out of Power 2.2 will result in a number of new concepts, processes and technologies that all production associates will need to be familiar and comfortable with. This course will introduce those new aspects and help to make a smooth transition to the new more efficient and cost effective way of processing loans. Completion of this course will be required prior to the associate receiving the Power 2.2 detailed task-level training. The audience includes all production associates. Some portions could also be used to communicate the changes to other associates who are not directly affected.

BUSINESS RESULTS

Provide production associates with a high-level introduction of the new way that we will be processing loans. Set expectations of the upcoming changes that are and abate the fears we predict associates will have about the new processes and technology. Show associates how the new paperless processing will benefit themselves, our customers, and the company.

INSTRUCTIONAL APPROACH

This will be an E-Learning course (built in Flash). The course is broken into 3 modules. (see the Course Modules section for the breakdown of content) The first module is high energy, informational, motivational, and has a low level of user interaction. It includes the change management and benefits content. It is designed for the interim timeframe from when the user hears about the change until it is rolled out. This module can be shelved after the roll-out. The second and third modules are modeled after our traditional ELearning. They are fully narrated, with additional information given through captions and call-out boxes on the screens. Concepts are reinforced through user-driven interactions. These modules have a longer shelf life and will be applicable for new hire training after the roll-out (to get familiar with the process and the technology).

PREREQUISITES/POST WORK

No pre-work is required Once associates have completed this course they will be able to attend the detailed task-level training as it is delivered in their branches.

Rev. Date 12/19/06

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MEASUREMENT AND EVALUATION

This course will not include a knowledge check. The completion of the 2nd and 3rd module will be tracked in a zoomerang survey. Data collected will include: o Completion date o Associate First and last name o Branch Completion of the 1st module will not be tracked, due to its format. Tracking data will be provided to Branch Production Managers on a regular schedule.

LEARNING OBJECTIVES

By the end of the course, associates will be able to:

List the benefits of going paperless. Discuss the new loan process flow (workflow). Relate their position within the new workflow. Identify the purpose of the new technology elements. Describe what each of the new desktop components are for. Prepare for the upcoming change in process.

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COURSE MODULES

Module 1: The Future of Loan Processing Topic 1: Progress - The next step in the evolution Paperless Leading others in the Industry Topic 2: Overview of process flow and concepts Topic 3: Benefits to the company and associates (maybe a plug from Bob? like in E2?) Reasons Why the company is doing this: Expected ROI, Shipping, printing, time, efficient (makes it possible to handle more volume) (We are envisioning that the first module will operate like the AU Demo) Module 2 The Process Flow and Technology Topic 1 Tour of the flow the process flow is basically the same, it just is pushed by the systems. Topic 2 Introduction to the System what is Topic 3 What is a queue, task, Virtual Loan File, workflow, pipeline? What are their purpose and how do those work (high level). Module 3 Topic 1 New equipment (dual screens and other key features) Topic 2 Key features and benefits (making notes, highlighting, exception processing, etc.) The last 2 modules are more like our standard e-learning but fully narrated: Fraud Awareness and SalesForce.com

COURSE DURATION

The entire course should take an associate about 30 minutes to complete. Module 1 3 minutes Module 2 15 minutes Module 3 12 minutes

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DELIVERABLES

Learning and Development will deliver a link that will lead to the Power 2.2 Jumpstart Course Landing page. Since the course will be modular, this page will have links to each module within the course. Example of a Landing Page We will also deliver a level one evaluation, which will be used to make future improvements to the course. Example of a Level-One Evaluation

PROJECT TIMELINE
12/15 Review of Design Document 12/20 Approval of final Design Document 1/5 1/10: Review of storyboards Mod 2&3 1/10: Approval of final storyboards Mod 2&3 1/23 1/25: Review of storyboard Mod 1 1/25: Approval of final storyboard Mod 1 2/9 2/13: Review of e-learning modules 2/13 Final approval of e-learning modules 2/16 Course is Released Online

OUTSTANDING ITEMS

List: What are the key benefits for mod 1? What are the desired learning outcomes for Mod 2 and 3?

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STAKEHOLDER/SMES

7. Carrie Emrich Instruction Designer Stakeholders are required to: - Determine content considering cross channel and cross role audiences for this course - Sign off on Design Document - Review storyboard and all iterations of the course (2 reviews expected) in a timely manner (per project timelines) - Determine if Pilot is necessary - Determine measurement criteria - Act as primary contact for Learning & Development SMEs are required to: - Provide content specific to their role - Review storyboard and all iterations of the course (2 reviews expected) in a timely manner (per project timelines) L&D Representatives (Learning Partner/Program Manager/Learning Consultant) - Work with business contacts to create initial strategy document - Review storyboard and all iterations of the course (2 reviews expected) in a timely manner (per project timelines) - Implement learning solution

DESIGN DOCUMENT APPROVAL

I (We) approve this Design Document with any changes noted herein. [Obtain signatures from both the Learning Partner and Client approving the Design Document.] Signature: ____________________________ Date: ________ Signature: ____________________________ Date: ________

Rev. Date 12/19/06

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