OIE Conference Calls and Meetings

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Minutes from November 4, 2009 Connect Session

  1. Welcome – Nancy Porter
  2. Progress on Marketing Plan - Kris, Elaine, Nancy, Debb, and Terry
    • All marketing materials can be found at: http://collaborate.extension.org/wiki/Investing_for_Farm_Families_Marketing_Tools
    • Displays have been updated and distributed.
    • Bookmarks have been distributed.
    • Marketing team is working on PSAs.
    • News Releases and Web ads will be distributed to Extension staff via a variety of distribution lists along with instructions for using them in newsletters and on Web sites. Terry can help in this mass communication. Tim suggested adding ads to Ag Decision Maker and Fast Tools.
    • IFF was displayed at eXtension National Conference.
    • Marketing team is working with Jeff Caldwell at Successful Farming for some press coverage.
    • Nancy updated the gateway page (http://www.extension.org/pages/InvestingforFarmFamilies) per the instructions from the AP meeting on October 7.
    • Jane has promoted the program to Anne Steppe and the Farm Service Agency, USDA. FSA has offices in every county and they could publicize IFF if they had audience targeted materials. Kris will follow up on request. Also U. S. Treasury will have information in newsletter.
  3. Progress Report on Content and Technology Plan - Barb and Amy
    • Barb reported that in the last month, she:
      • Uploaded the November IFYF message (linked to IFF).
      • Submitted a workshop proposal about OIE for the ACCI meeting in April 2010.
      • Sent the revised manuscript back to the Journal of Financial Counseling & Planning.
      • Co-presented a workshop session about OIE at the eXtension conference in St. Louis.
      • Distributed IFF bookmarks to chair of RCE agricultural agents department.
    • Amy reported that Remote-Learner has 7 more hours of work to complete their contract.
  4. Progress Report on Annie’s Project – Bob, Ruth, and Tim
    • Webinar – Tim is providing leadership for the December Webinar. They are deciding between a one hour live Connect or streaming video format. Tentative dates are December 8, 9, or 10. Presenters will need to be contacted soon and scripts written.
  5. Progress Report on Evaluation Plan - Mike and Jeff
    • Mike reminded the team that we projected that we would reach 3% of the target audience with this project, about 13,500 farm households.
    • Little demographic information on course participants has been collected to date. Mike will check with Larry Lippke about adding the demographic questions to the registration questions. However, we want to reduce barriers to registration and getting into the course. Nancy suggested that they write a series of messages to current IFF participants to encourage them to complete the demographic survey. Amy suggested that use the News Forum at the top of the course page as a networking forum.
  6. Review Next Action Steps
    • Nancy shared discussions with Dan Cotton regarding the due date for the Milestone #4 report (currently February 28, 2010) and the final report due to the no-cost extension for the evaluation of the project. Dan expressed concerns associated with paying all expenses now when the final check from FINRA will not arrive until 10 days after the final report is accepted. Nancy emailed Susan Sarver to ask if we could submit a report that is inclusive of all project components except the final evaluation report including a financial statement in February, then submit the final evaluation report in June, 2010. Susan replied: “The due date of your Milestone #4/Final Report was changed to May 31, 2010. I will need a good 'unofficial' update on project progress by the middle of April so that I may prepare a grant status report for the Foundation Board that is due in early May. The final report should be submitted as one comprehensive document by the May 31 deadline. Per the grant agreement, the final payment will be made ‘within ten (10) business days of completion of the entire Project and receipt and approval by the Foundation of all reports, information, materials and work products comprising or relating to the Project.’ I hope everything is continuing to go well with the implementation of the project marketing plan. If you take photos of any of the information booths please send them along.”
    • Nancy encouraged everyone on the team to market, market, market Investing for Farm Families.
  7. Report on Conferences Attended, Upcoming Conferences, and Publications:
    • "A FINRA Funded Grant: A FSA Success" workshop conducted at the eXtension conference in St. Louis.
    • Paper about FINRA OIE audience analysis survey findings by O'Neill, Porter, Pankow, Schuchardt, and Johnson submitted to the Journal of Financial Counseling and Planning; revisions have been made and submitted.
    • EFERMA Conference, March 3-5, 2010 in Chattanooga, TN. "Investing for Farm Families Online Course" proposal submitted by Nancy for Educational Program Resource Exchange.

Minutes from October 7, 2009 Connect Session

  1. Welcome – Nancy Porter
    • Absent: Tim Eggers, Kevin Gamble, Janie Hipp, Terry Meisenbach, Jane Schuchardt, Kris Boone, Elaine Edwards, Bob Wells, and Dave Goeller
    • Archived session available at: http://connect.extension.iastate.edu/p33037118/
    • Thank you to the K-State Marketing group, Amy Groshek, and everyone on the team for the material submitted for the Addendum to the Milestone #3 Report for which we received excellent comments from John Gannon and Susan Sarver. The Addendum was accepted by FINRA and eXtension Foundation should be receiving reimbursement soon.
  2. Progress on Marketing Plan – Nancy Zimmerli-Cates and Debb Pankow
    • 10 new window shade displays have been delivered and we are in the process of gathering them in Iowa with Madeline Schultz for mounting on the original hardware we purchased.
    • The plan for permanently locating them around the country for use and loan to others for promoting the IFF course is:
    • 1 display - Nancy Porter, 235 P & A Building, Collings Street, Clemson University, Clemson, SC 29634-0753; 864-656-5718; 864-650-8289 Cell; nporter@clemson.edu
    • 1 display - Terry Meisenbach, eXtension, 14 Park Mirage Lane, Rancho Mirage CA 92270; 760-328-8260; 760-641-9354 Cell; tmeisenbach@eXtension.org
    • 4 displays - Madeline Schultz, Iowa State University Extension, 1111 NSRIC, Ames, IA 50011-3310; 515-294-0588; Schultz@iastate.edu (Ruth, you may want to negotiate having one of these in Illinois)
    • 1 display - Barb O’Neill, Extension Specialist in Financial Resource Management/Professor II, Rutgers Cooperative Extension, Cook College, Office Building Room 107, 55 Dudley Road, New Brunswick, NJ 08901; 732-932-9155 Ext. 250; 973-903-7869 Cell; oneill@aesop.rutgers.edu
    • 1 display - Jane Schuchardt, National Institute of Food and Agriculture, USDA, 1400 Independence Ave., SW, Washington, DC 20250-2215; 202-690-2674; jschuchardt@nifi.usda.gov
    • 1 display - Debb Pankow, NDSU Extension Family Economics Specialist, 277 EML, Fargo ND 58105; Debra.Pankow@ndsu.edu
    • 1 display - Jason Johnson, Associate Director, Southern Region Risk Management Education Center, Texas AgriLife Extension Service, 1229 North US Hwy 281, Stephenville, TX 76401; 254-968-4144; JLJOHNSON@tamu.edu
    • 5000 bookmarks were sent to Nancy Porter who will send 500 to each of the people who will have displays.
    • Marketing materials/documents *Elaine is working on PSAs, news releases, and a Web ad.
    • Update on URL for gateway page http://www.extension.org/pages/InvestingforFarmFamilies
    • URL to collaborate on page: http://cop.extension.org/wiki/InvestingforFarmFamilies
      • Suggestions for improving the sequence of information on gateway page were made and will be completed by Nancy.
    • Update on Issue Brief status
      • Copyright requirements – There will be no copyright on the Issue Brief. Amy Mills, legal consultant for the eXtension Foundation said that the sub-contracts written to universities for this project prohibit eXtension from copyrighting any material.
    • The Issue Brief and Marketing materials have been added to the Milestone #3 Report on the collaborative wiki page.
  3. Progress Report on Annie’s Project – Ruth
    • October 7 meeting to create a plan for incorporating the Investing for Farm Families course into Annie’s Project curriculum is underway in Washington, DC.
    • Nancy encouraged the AP partners to make posts to forums and database in course to “seed” the discussions.
    • Mike asked AP facilitators to encourage participants to complete the “It’s All About You” activity in course so that we will have important demographic information.
    • Barb will contact Larry Lippke about adding state of residence to registration information asked of students in IFF course.
  4. Progress Report on Evaluation Plan - Mike and Jeff
    • Addendum to Milestone #3 Report with product evaluation plan was accepted.
    • Evaluation components are in course, but Mike and Jeff will need to be made teachers so that they have access to participant information and reports.
  5. Progress Report on Content and Technology Plan - Barb and Amy
    • Barb reported that she is in DC for the one-day OIE meeting about sustaining IFF.
    • Assisted Nancy with review of the revised IFF in Moodle in mid-September.
    • Posted and tweeted the link for the 10/09 IFYF message.
    • Submitted the revised paper on OIE research (O'Neill, Porter, Pankow, Schuchardt, & Johnson) to the J of Financial Counseling & Planning on 10/5.
    • Amy reported that there are a couple of remaining issues that are continuing to be resolved with the course. Remote-Learner is on budget with the project with some hours left for additional revisions such as a warning not to save personal financial information in the 15 Exercises on public computers and a disclaimer statement.
  6. Review Next Action Steps
    • Nancy asked everyone to submit ideas for expending the funds remaining in the Miscellaneous category of the budget. She will compile a list.
  7. Report on Conferences Attended, Upcoming Conferences, and Publications:
    • Paper about FINRA OIE audience analysis survey findings by O'Neill, Porter, Pankow, Schuchardt, and Johnson submitted to the Journal of Financial Counseling and Planning; tentative acceptance pending revisions.
    • Fifth National Small Farm Conference, September 15-17, 2009 in Springfield, Illinois. "Roadmap to Success for Small Farmers and Ranchers." Abstract was accepted for "Online Investor Education for Farm Families" for Track 6: Programming Your GPS to Reach Your Destination (Managing Business: Keeping the Farm and Ranch by Jason. Jason will provide his PowerPoint presentation. It was interesting that his presentation came near to a presentation for a similar course that cost $700.
    • EFERMA Conference, March 3-5, 2010 in Chattanooga, TN. "Investing for Farm Families Online Course" proposal submitted by Nancy for Educational Program Resource Exchange.
  8. The next Connect session will be November 4 at 1:00 PM Eastern.

Minutes from September 2, 2009 Connect Session

Archived session available at: http://connect.extension.iastate.edu/p77053205/.

  1. Welcome – Nancy Porter
    • Absent: Tim Eggers, Kevin Gamble, Ruth Hambleton, Janie Hipp, Jane Schuchardt, and Dave Goeller (There were a couple of unknown dial-ins). We were joined by Nancy Zimmerli-Cates and Pat Melgares, members of the K-State marketing partner team.
    • Update – Milestone #3 Report was not accepted by FINRA and we need to make some decisions to remedy the deficiencies before it will be accepted and the eXtension Foundation reimbursed for expenses during that period.
  2. Progress Report on Content and Technology Plan - Barb and Amy
    • Barb's Report and Comments:
    • I wrote and uploaded the September IFYF monthly message.
    • I spent more than a week of work (in total) reviewing both the 8 IFF lessons (including the 15 exercises) and the 11 supplemental IFF units. I looked for typos and grammar and inconsistencies and checked links. Nancy did the same and spent as much (or more) time than I did on the IFF review process. Thanks to everyone on the team who reviewed IFF lessons as well. It is very tedious and mind-numbing work...but very necessary.
    • I prepared consolidated lists of comments for Amy for the Lessons and Units in cooperation with Nancy.
    • I am tweeting the monthly IFYF message link and Rutgers is retweeting it.
    • The Rutgers Cooperative Extension Later Life Farming Web site is online at http://laterlifefarming.rutgers.edu. I added a link to it from IFF and LLF will link to IFF when the final URL is decided.
    • Reducing confusion in navigation between the 8 lessons, 11 units and 15 exercises
      • Barb suggests: I recommend that we do not show links to the 11 units on the IFF home page so it looks less "busy." Folks can get the units through the lessons just like they can get to the 15 exercises through the lessons. Users (and Susan at FINRA) need to see a short, user-friendly course: Intro and 8 lessons.
      • Amy suggests putting all of the content from the 11 supplemental units into one book module and having one quiz module with all of the questions from those units. This will allow printing of entire book module content. We agreed to try this remedy. Her team is working on the revisions. Amy will contact Nancy for more information on problems experienced with the course in Internet Explorer (Nancy uses IE 7, Windows XP). She will send the document back to Barb when the revisions are complete or if additional information from us is needed. She hopes to have the course finished to meet our September 15 deadline.
      • Nancy will email Larry Lippke with 2 questions: 1) can we delete autolinking in the IFF course and 2) can the Terms of Use be deleted from the footer of theme? If we cannot delete autolinking, Amy will try changing the color of autolinking to white to see if it is less objectionable.
    • Additional Revisions - We discussed the font type and decided not to change.
    • Finished course target date - September 15, 2009
  3. Progress Report on Annie’s Project – Bob, Ruth, and Tim
    • Bob has worked with the Office of Sponsored Programs at Iowa State and a revised budget from was sent to Susan Sarver on 8/28/09 by Dan Cotton. A follow-up was made by Nancy on 9/2/09. No decision has been received.
    • They began Fall Annie’s Projects in August. They will utilize the revised course in two weeks.
    • Curriculum writing meeting is October 7
    • The team is gathering feedback from Annie’s Project participants this fall. On October 7 they will convene a meeting to write a plan to widely introduce IFF in the Spring of 2010 and to continue to market and use the course after the grant is finished. They plan to prepare a paper for the Women in Ag conference in March, 2010.
  4. Progress Report on Evaluation Plan - Mike and Jeff
    • They have been working with Amy and Barb to finalize knowledge and behavior evaluation strategy. Knowledge questions will be added to the course as pre-test and post-test to document knowledge gain after the course. Knowledge questions will be added to lessons right after objectives and the same questions will be added at the end but they will be scrambled. They will also add demographic questions at the beginning of course which they will use to match learners with farmers who do not take the course as a control group. Behavior questions will be included in a survey format at the beginning of the course with the demographic questions.
    • Mike will write an addendum to Milestone #3 Report which contains and clarifies the revised product evaluation plan and evaluation timeline for the project. We believe that we will be able to meet the original launch deadlines, and Mike will request a no-cost extension until May, 2010 to complete the evaluation plan is an appropriate request. He will submit invoices to the eXtension Foundation before February 28, 2010 and have the funds secured at VT to pay for Jeff’s expenses through May. When FINRA approves the addendum we will have documentation.
  5. Progress on Marketing Plan - Kris, Elaine, Nancy, and Pat
    • A PowerPoint was shown to outline the Marketing and Communications Plan. Copies were sent to team members via email. A drop of the Marketing PowerPoint and the PowerPoint template are available at http://drop.io/IFFCourse.
    • The team is finalizing the integrated marketing and communications plan with a timeline that effectively targets both end users and Extension agents. It will be sent to Nancy and submitted to FINRA as an Addendum to Milestone #3 Report.
    • Kris has hesitantly agreed to circulating marketing materials/documents to the team for review, but strict deadlines must be followed. Ideas for marketing materials needs and quantities, conferences, exhibits, etc. should be sent to Kris with copies to Nancy. Electronic files versus printed quantities of materials were discussed. Meeting requests will be contingent on the budget.
    • The URL for gateway page to the course will be http://www.extension.org/pages/InvestingforFarmFamilies. Debb Pankow has agreed to work with the marketing team to finalize that very important page. The page is now live and the URL for collaborating to finalize that page is: http://cop.extension.org/wiki/InvestingforFarmFamilies. Please provide feedback and ideas to Debb.
    • Update on window shade exhibits Currently, the 10 Window shade exhibits that we have for the Investing for Farm Families - Online Investor Education Project are located in two places:
      • 1 - Nancy Porter, 235 P & A Building, Collings Street, Clemson University, Clemson, SC 29634-0753; 864-656-5718; nporter@clemson.edu
      • 9 - Madeline Schultz, Iowa State University Extension, 1111 NSRIC, Ames, IA 50011-3310; 515-294-0588
      • When the replacement shades are completed, we may need instructions on how to replace the old shade while still using the hardware that we have.
      • The plan we decided on for the new exhibits will be for me to still have one and Madeline to have four. It was suggested that Jane Schuchardt could use one so we need to determine how to distribute the other four regionally for use by specialists and agents. Please send me names and contact information to whom we will ship the exhibits.
    • Update on Issue Brief status K-State returned the formatted document and the team is reviewing. Nancy is checking with FINRA on the necessity of copyrights for the document.
  6. Next Action Steps Were Reviewed
  7. Next Connect session is October 7 at 1:00 PM Eastern.
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