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	5 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	3 minutes	Discussion: Create new dropdown Activity: Create a referral for your test student Discussion: When a document is created
Editing a Document	4 minutes	Discussion: Tools to edit documents Activity: Add text to a document and format it Activity: Add and remove a section
Autosave	3 minutes	Discussion: Documents save automatically Activity: Explore autosave
Completing Documents (10 minutes)
Completing a Document	4 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	2 minutes	Discussion: Student will be under eligibility review for G/T Activity: View a student’s Programs tab
Deadlines	4 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
Parent Communication (10 minutes)
Consent for Assessment	2 minutes	Discussion: You need to obtain parental consent for an assessment Activity: Create a Consent for Assessment document
Share With Parents	5 minutes	Discussion: Documents can be shared with parents electronically Activity: Share your document with a parent Discussion: Parents can fill out parent-specific fields Activity: Fill out the rest of the document and mark it complete
Translation	3 minutes	Discussion: You can request document translations within SameGoal Activity: Request a document translation Demonstration: Show a translated document
Collaboration (20 minutes)
Identification Profile	4 minutes	Discussion: Identification Profile will need to be completed by 3/1 if the parents consent Activity: Create an Identification Profile and begin filling it out Discussion: Scores, district cutoffs, and parent/teacher survey information will pull into the document Demonstration: Fill out the Identification Matrix
Sharing a Document	4 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	6 minutes	Discussion: Users can work in one document simultaneously Activity: Work in a document with another collaborator
Chat	2 minutes	Discussion: Users can securely chat with other users Activity: Send a message using the Chat feature Discussion: Chat is not attached to a single document or student
Document History	4 minutes	Discussion: Document events are tracked with Document History Activity: View events in the Document History panel Discussion: Document History is helpful in several ways
Meetings and Signatures (15 minutes)
Validations	5 minutes	Discussion: Documents run validation checks in real-time Discussion: Validation Mode can help you move through errors quickly Activity: Enter into Validation Mode Discussion: Documents cannot be completed until all checks pass
Holding Meetings	5 minutes	Discussion: Meeting Mode can be used to conduct meetings Activity: Share a meeting and enter into Meeting Mode Demonstration: Use Meeting Mode to group multiple documents together
Signatures	5 minutes	Discussion: SameGoal supports electronic signatures Activity: Electronically sign your document Discussion: You are able to save your signature and stamp it into documents Activity: Store your signature
Education Plan (15 minutes)
Determination Letter	3 minutes	Discussion: After completing the Identification Profile, you must notify the parents of the decision Activity: Create and fill out a Determination Letter
Plan Overview	4 minutes	Discussion: If the student qualifies for services, an Education Plan can be developed Activity: Create and review an Education Plan
Bank Values	4 minutes	Discussion: Bank Values allow you to store frequently used text Discussion: Bank Values support name and pronoun substitution Activity: Create and use a user bank value
Amendments	4 minutes	Discussion: In order to make a significant change to a completed document, you can amend it Demonstration: Create a formal amendment
Additional Tools (10 minutes)
Progress Reports	5 minutes	Discussion: Progress can be tracked with a Progress Report Activity: Create a progress report and chart progress
Attachments	3 minutes	Discussion: Several different file types can be added to documents as an attachment Activity: Add an attachment
Printing a Document	2 minutes	Discussion: Documents can be printed or downloaded at any point Activity: Print a document with attachments
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