Deliverable # 1

Course Title: Tax to the Max

Target audience: College Students
Pre-requisite skills: Basic math, writing skills
Room arrangement to fit goals: Double horseshoe

Learning Training Equipment & Time allotted Learning

Objective Methods Materials Theories
needed applied

At the end of the - Case study -Peel off tape 30-40 minutes Adult Learning
session, -Partner work -30 copies of Theory​- By
students will be -Hands on blank 1040 using artificial
able to activity -Calculators to tax documents
-Lecture share we can protect
accurately
-Survey -Pencils* personal
complete and
(pre-training) -Fake W-2s confidential
prepare to file a -Survey (post documents information.
1040 tax form. training) -Fake scenario Informing
-Fake 1098T students that
forms taxes are not
optional and
happen yearly.
Failure to
accurately file
results in
consequences.

Info Processing
Theory-​ Use of
step by step
guides and
acronyms to
make the
information
memorable.

Social Learning
Theory- ​Use of a
professional tax
agent (A and M
Tax Service) to
help develop
training
materials.
 Trainers all file
their taxes
yearly.

ARCS-​Use of
startling facts
and interactive
training to grab
and keep
audience
attention.

*On official tax documents, please use pen.