Training Outline

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Print this out and use it to follow along and pace yourself while leading a training (based on a 2 hour training duration).

Getting Started (20 minutes)
Introduction to SameGoal	5 minutes	Discussion: What is SameGoal? Discussion: Why the district is moving to SameGoal Discussion: Overview of training
Logging In	10 minutes	Discussion: How does login work for the district? Activity: Log into SameGoal
Screen Overview	5 minutes	Discussion: Working with test data Discussion: Left menu navigation Activity: Check building permissions
Creating Documents (15 minutes)
Search for Students	4 minutes	Discussion: Navigating to a student's Documents tab Activity: Search for your test student Discussion: Tabs on a student's page
Create a Document	4 minutes	Discussion: Create new dropdown Discussion: Home Language Survey Activity: Create a document for your test student Discussion: When a document is created
Bulk Create Documents	3 minutes	Discussion: Documents can be created in bulk Demonstration: Bulk create Home Language Surveys
Authoring Documents	4 minutes	Discussion: Tools to edit documents Activity: Explore Autosave Discussion: Attachments Activity: Add an attachment
Completing Documents (15 minutes)
Complete a Document	5 minutes	Discussion: All required fields must be filled out Activity: Complete a document Discussion: When a document is completed Discussion: Documents can be incompleted
Program Participation	3 minutes	Discussion: Student will be under eligibility review for EB Activity: View a student's Programs tab
Deadlines	3 minutes	Discussion: See info by hovering over the program badge Activity: View a student's Deadlines tab Discussion: Deadlines calendar Activity: View the Deadlines calendar
LPAC Initial Review	4 minutes	Discussion: Potential English learners need an initial LPAC Activity: Create an LPAC Initial Review Discussion: Documents can be bulk created by deadlines Demonstration: Use deadlines to bulk create documents
Holding Meetings (10 minutes)
Meeting Mode	3 minutes	Discussion: Meetings can be held in-person or remotely Activity: Enter Meeting Mode Discussion: Meeting Mode can also group documents together Demonstration: Use Meeting Mode to group multiple documents
Identification and Placement	3 minutes	Discussion: The LPAC Committee must make an identification decision and placement recommendation Demonstration: Make placement decisions
Validations	4 minutes	Discussion: Documents run validation checks in real-time Activity: Explore validation checks Discussion: Documents cannot be completed until all checks pass Activity: Fill out remaining required fields using Validation Mode and mark your document complete Discussion: Your student will be enrolled in the EB program under ESL Demonstration: Review placement decisions for three test students
Parent Communication (10 minutes)
Standard Letters	2 minutes	Discussion: The TEA maintains standard letters Activity: Create a Parental Notification Document
Translation	3 minutes	Discussion: SameGoal has saved standard letter translations Activity: Display a document translation Discussion: Document translations can also be requested
Share With Parents	3 minutes	Discussion: Documents can be shared with parents electronically Activity: Share your document with a parent Discussion: Parents can fill the document out with their consent decision, which will drive deadlines
Printing	2 minutes	Discussion: You can also share a document with parents by giving them a hard copy Activity: View a print preview
Collaboration (20 minutes)
LPAC Annual Review	3 minutes	Discussion: The school will need to conduct an LPAC annual review at the end of the year Discussion: A new placement decision will need to be made based on the student's progress Activity: Create an LPAC Annual Review
Share Documents	5 minutes	Discussion: Documents can be shared with other users Activity: Share a document with another user Discussion: Permission levels Discussion: When a document is shared with you
Collaborative Editing	5 minutes	Discussion: Users can work in one document simultaneously Activity: Work in a document with another collaborator
Bank Values	3 minutes	Discussion: User bank values Discussion: Banks support name and pronoun substitution Activity: Create and use a user bank value Discussion: District bank values
Signatures	4 minutes	Discussion: SameGoal supports electronic signatures Activity: Electronically sign a document Discussion: You are able to save your signature and stamp it into documents Activity: Store your signature
Reclassification (15 minutes)
Pending Reclassification	3 minutes	Discussion: If you suspect an EB student may be reclassified based on upcoming assessment results Demonstration: Document that a student is Pending Reclassification
Amendments	3 minutes	Discussion: A document can be amended after it's completed if a change needs to be made Demonstration: Amend the LPAC Annual Review
Document History	3 minutes	Discussion: Document History tracks past document events Activity: View documents in the Document History panel Discussion: Document History is helpful in several ways
Exiting Emergent Bilingual	3 minutes	Discussion: Two years of required monitoring Activity: Create the required notification documents Discussion: Once the documents are completed, if the parents agree, the student will be enrolled in Reclassification Monitoring
Reclassification Monitoring	3 minutes	Discussion: Monitoring after reclassification Activity: Create a Monitoring After Reclassification document Discussion: After completing the monitoring document
Additional Workflows (10 minutes)
Decisions Regarding Assessments	4 minutes	Discussion: Decisions Regarding Assessments can be used to determine which assessments and accommodations a student needs Activity: Create an LPAC Decisions Regarding Assessments document
Instructional Accommodations	3 minutes	Discussion: Accommodations can be logged directly in SameGoal Activity: Create and fill out an EB Instructional Accommodations Log
LPAC Other	3 minutes	Discussion: LPAC Other can be used to document a failure review Activity: Create and fill out an LPAC Other
Wrap Up (5-30 minutes)
Support	5 minutes	Discussion: SameGoal has many online support resources Activity: Access SameGoal's support resources
Questions	Varies	Discussion: Ask questions
Explore Your Environment	Varies	Activity: If time, explore your environment