Page 62 - Site Visit

COURSE PLANNING DOCUMENT

Course Title: Finance ‐ Budgeting
Instructor: Michael Boone, PhD
Criteria needed for Instructor (certifications, licensure, etc.):
Instructors must be knowledgeable of the subject matter (Finance/Budgeting) with, at minimum, 5 years of experience.

NEEDS ASSESSMENT
Description: The rationale and planning for each learning event must be the result of a timely needs analysis. Needs may be identified in a
variety of ways, including focus groups, questionnaires, surveys, learners' comments and suggestions, records reports, tests, self‐
assessments, print media, observations, work samples and customer requests.
Reference: Needs Analysis SOP
Please select one of the following:
Survey
Evaluation Responses
Advisory Committee
Article
Client Request
Other:

TARGET AUDIENCE
Description: The target audience is the intended group of individuals that will engage in the learning event.
Reference: Needs Analysis SOP
Describe who will be engaging in the proposed learning event.
Students for this certificate program course are provided through a network of Southeastern States comprised of non‐profit organizations that
receive federal funding and are required to receive training in performance results reporting as a part of their contract awards.

METHOD OF INSTRUCTION
Description: The proposed methods of instruction that I5O Consulting Services offer are: face‐to‐face, online, and a hybrid method. The method
of instruction must be identified for the proposed learning event to best suite the learner(s).
Reference: Learning Environment Assessment SOP

Please select the method of instruction for the proposed learning event.
Face‐to‐face
Online
Hybrid

LEARNING STYLE
Description: According to the VARK model, learners are identified by whether they have a preference for visual, auditory, reading/writing,
and/or kinesthetic learning. These learning styles will help engage and hold the learner's interest.
Reference: Learning Environment Assessment SOP

Please select any/all learning style the proposed learning event will seek to engage learners.