OIE Conference Calls and Meetings

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Webinar on Marketing/Audience Analysis August 25, 2008

Date is August 25, 2008
Time is 10:00 AM to 12:00 Noon Pacific; 11:00 AM to 1:00 PM Mountain; 12:00 PM to 2:00PM CST; 1:00 PM to 3:00 PM Eastern
URL http://connect.extension.iastate.edu/finra/

You will be presented with a login screen that has an "Enter as Guest" option. Enter your first name, your last name, and your institution/university and then click the "Enter Room" button to join the conference. Once you log into the meeting you will be presented with the option to enter your call-back number, your phone will automatically be called. After entering your number you will be automatically called and join into the audio portion of the Web conference on your phone.

Call If you will not be in front of a computer, you may join the audio part of the session by calling:

Phone #: 1-866-433-4616 Passcode: 882477

Agenda for Next Connect Session

Date is September 3, 2008
Time is 10:00 AM to 11:00 AM Pacific; 11:00 AM to 12:00 PM Mountain; 12:00 PM to 1:00PM CST; 1:00 PM to 2:00 PM Eastern
URL http://connect.extension.iastate.edu/finra/

You will be presented with a login screen that has an "Enter as Guest" option. Enter your first name, your last name, and your institution/university and then click the "Enter Room" button to join the conference. Once you log into the meeting you will be presented with the option to enter your call-back number, your phone will automatically be called. After entering your number you will be automatically called and join into the audio portion of the Web conference on your phone.

Call If you will not be in front of a computer, you may join the audio part of the session by calling:

Phone #: 1-866-433-4616 Passcode: 882477

Draft Agenda Items
  1. Welcome – Nancy Porter
  2. Milestone #1 Reports to FINRA
  3. Report on IFYF Revisions and Proposed Technology Enhancements - Barb O’Neill
  4. Need for a New, Unique IFYF Unit written Specifically for Farm Households - Barb O'Neill
  5. Progress Report on Evaluation Plan - Mike Lambur
  6. Logic Model – Jeff Richmond
  7. Progress Report on Annie’s Project – Bob Wells, Ruth Hambleton, Tim Eggers
  8. Potential Date for Second Face-to-Face Team Meeting in 2009
  9. Review next action steps

Minutes from 08/06/08 Connect Session

1) Welcome – Nancy Porter Absent: Kevin Gamble, Jane Schuchardt, Janie Hipp, Jason Johnson, Dave Goeller

Archive of session: http://connect.extension.iastate.edu/p96573905/

2) Preliminary Report on Marketing/Audience Analysis - Bob Steen shared a PowerPoint with Topline highlights of the research in progress. The full report will be presented in a Webinar on Connect on Monday, August 25 from 1:00 until 3:00 PM Eastern.

Please respond to the eXtension Investment Education Hypotheses questions he sent to the team.

3) Report on IFYF Revisions and Proposed Technology Enhancements - Barb O’Neill

I have been devoting major effort to reviewing and updating IFYF content during the past month. (View at http://www.extension.org/pages/Investing_for_Your_Future) I want to finish by 8/31 so all the content is ready for Amy to work her magic on, starting in September, and so that I'm done before the very busy fall semester starts. I learned how to publish in the wiki and more about nuances of HTML code. With these new skills, I completed the update of the IFYF Study Guide basically solo. Nancy and Ashley Griffin helped me in a few places where I got stuck with HTML code or formatting. Moreover, I took down the Rutgers Cooperative Extension IFYF Study Guide pages so that there is now a link to the eXtension version. I did this because I do not have the time or patience to do the edits in two places :-(. I also reviewed the IFYF PowerPoint presentations (for use by educators) and will update the PP files soon to burn new CDs. I am now in the process of reviewing and updating the IFYF home study course itself in the wiki and am about halfway done. Very tedious work. The only remaining item on my "to do" list this month is to create seven new learning activities as part of the list of IFYF "chunks." Question: Are there any more suggested revisions to the list of IFYF chunks and personalized activities or is second draft now final?

The team decided on the following terminology for IFYF:

11 Units = major units in course

76 Sub-units = (a.k.a. chunks) information sub-divided within units

76+ learning activities = one or more activities to accompany each sub-unit

4) Draft Self-Assessment Questions – Barb O’Neill

Posted in the FINRA-OIE wiki are three very basic self-assessment questions that were drafted to gauge learners' level of experience with investing and to determine their learning interests and needs. The thought was that we could use these questions to provide direction to learners regarding what parts of IFYF would be most helpful to them. Please review the document at http://collaborate.extension.org/wiki/OIE_Self-Assessment_Questions_for_IFYF_Pilot if you have not yet already done so and make edits, if needed.

5) Progress Report on Evaluation Plan – Mike Lambur Report in wiki below under minutes of July 15, 2008 conference call) We are scheduling a conference call in August with Mike, Jeff, Barb, Bob, Tim, Ruth, and Nancy to discuss evaluation plan and determine specifics of pilot test.

6) Logic Model – Jeff Richmond Jeff sent draft 4 via email. Please respond with suggestions/edits. We will be adding indicators under Outcomes as the enhanced IFYF program progresses.

7) Progress Report on Annie’s Project – Bob Wells, Ruth Hambleton, Tim Eggers

Training for facilitators is being rescheduled to November 12 and 13 or 19 and 20. Where? Maybe Kansas City or St. Louis.

8) Milestone #1 Reports - Send progress reports via email from Annie’s Project, IFYF, and Evaluation groups to Nancy by COB August 15. Please provide information requested on ATTACHMENT E of grant on collaborative wiki under Deliverables.

Your progress report must address the following questions and should be 6 to 8 pages in length, not including attachments. Please note that these questions refer to the reporting period as described above.

  1. Describe your grant project activities throughout the reporting period.
  2. Report on the success in achieving major project milestones. Comment on the extent to which you have progressed by providing both the original and revised critical path and explain the reason for each change.
  3. Identify expected difficulties in achieving future milestones.
  4. Indicate your progress in establishing and implementing your evaluation framework for the grant project.
  5. Report on the learning to date from the grant project.
  6. Describe any communications, any sharing of learning and results from your grant project through the reporting period.
  7. Provide evidence of all fact-checking performed on materials (content, survey instruments, etc.) included in the Deliverables.
  8. Attach presentation materials, articles or newsletters, or other communications and marketing vehicles that featured the grant project.
  9. Comment on the sustainability of the grant project after the grant period, specifically, any recent developments in maintaining or expanding the project or portions of it in the longer term.
  10. Complete and sign the Financial Report Form and attach.
  11. Any additional comments

9) Review next action steps

Milestone #2 September 1, 2008 – February 28, 2009 Deliverables are:

Evaluation -

IRB Approval

Annie's Project -

Definite plans for Pilot test

Enhancement of IFYF complete -

Marketing -

Next Connect Session is September 3, 2008

Minutes from 07/15/08 Conference Call for Evaluation and Pilot Testing

Start: 10:00 AM Eastern Time Finish: 11:00 AM Participants: Nancy Porter, Mike Lambur, Barb O'Neill, Amy Groshek, Jeff Richmond

Self-Assessment

What are the indicators we are to measure?

We discussed that learners could do a self-assessment prior to beginning IFYF with question such as, 1) level of experience in investing, 2) investment topics interested in, and 3) most interested investment topics ? The participant’s answers would point them towards appropriate elements of the course relevant to their responses. It was discussed that the participants could track their own progress and check off the course as they complete it. This would be a form of evaluation. Barb will work on a draft assessment document.


The purpose of the pilot test is to determine the functionality of the IFYF curriculum implemented with a subset of participants from Annie’s Project. Assessment of outcomes (e.g., knowledge gain and behavior change in financial management) may be assessed but are not the primary purpose of the pilot test. Particulars discussed included:

  • The length of time for the pilot test = one month.
  • Each participant should complete a minimum of five learning activities by the end of the month.
  • In addition to some type of instrumentation, we will want the Annie’s Project facilitators to be the eyes and ears on the ground- need to collect some observational data to report back to research team.
  • Training for facilitators (Aug. 20 , rescheduled to November, 2008). Need an agenda to help them understand what we need them to do. Specific protocols will be developed later, after the curriculum is developed for pilot testing.

Minutes from 07/02/08 Connect Session

The archived recording is available at: http://connect.extension.iastate.edu/p67524335/

1) Welcome – Nancy Porter
Not identified on session - Janie Hipp, Barb O'Neill, Debb Pankow, Dave Goeller, but there was one unknown call in
Money, Money, Money You Tube video clip shown as example of how media is changing lives. It was suggested that viewing Dr. Michael Wesch's presentation from the National CoP meeting in June would be very enlightening. He is an Assistant Professor of Anthropology at KSU. Recordings of sessions from that conference will be posted next to the title of the presentation at http://about.extension.org/wiki/2008_National_CoP_Meeting_Track_Schedule in the next few days.FYI - eXtension JULY PROFESSIONAL DEVELOPMENT OPPORTUNITIES-a special presentation on July 24 by Dr. Emily Rhoades about how Extension can use sites like YouTube to reach new audiences for our educational programs. eXtension's professional development opportunities are open to all Cooperative Extension faculty, staff and employees. No pre-registration. Please share this announcement with others and encourage them to pick a topic and try it out!

SPECIAL GUEST PRESENTATION

"Do You YouTube? How to Adjust Messages to Meet New Audiences" by Dr. Emily Rhoades, Assistant Professor of Agricultural Communication, The Ohio State University July 24, 2:00 - 3:30 ET.

With more than 43 million videos posted on YouTube, this popular website is changing the way we communicate messages. It is also changing the individuals who are giving that message. Findings from a recent study on Food Safety coverage on YouTube will guide us through an exploration of best practices and notable concepts to keep in mind when planning communication materials posted on sites like YouTube.

Plan to connect to the session 5-10 minutes before the starting time of 2:00 Eastern Time (1:00p CT, 12:00p MT, 11:00a PT, 10:00a AT; 8:00a HT). Join us at our Web Conferencing Center at http://connect.extension.iastate.edu/learn and your telephone.
2) Update on technology provider and progress - Nancy Porter
Remote-Learner.net has been selected. We are reviewing the Statement of Work provided by Amy Groshek and finalizing the contract. This project has a very tight timeline.
3) Report on IFYF revisions from Barb O’Neill (not on call)
Greetings from the deck of the QM2 in NY harbor. Before I left for vacation, I updated the My IFYF content outline to include new topics and learning activities suggested by Nancy, Debb, and Brian Mulford from the SEC. I also completed a first draft of three new content sections on index funds, exchange-traded funds, and college savings plans. At the eXtension conference, Nancy showed me how to publish edits to IFYF in the wiki. My plan is to make all required edits to IFYF and the IFYF Study Guide by 8/15 and to send Word files to Amy with new content to be added. We have a second focus group with New Jersey farmers on 7/23. I will summarize the content as I did previously.
4) Progress report on evaluation – Mike Lambur
Mike suggested that he needs to talk to Amy Groshek and Barb to 1) determine outcomes/impact for logic model and 2) determine the evaluation plan for the pilot test. Mike suggested that we might want to establish one or two knowledge indicators and one behavior change for each of the 65 chunks identified in IFYF.
5) Logic Model - Jeff Richmond
We reviewed the logic model and provided additional suggestions/changes. Jane sent a copy of a generic logic model for CSREES Reporting for consideration and suggested that the NEFE Evaluation Toolkit be reviewed for insights and terminology.
6) Progress report on Annie’s Project – Bob Wells, Ruth Hambleton, Tim Eggers
It is requested that all emails and correspondence for the project go to all three team members, but if a coordinated response is desired from just one member of the Annie's Project team, please include instructions in messages to that effect. The tentative date for the training for the Annie's Project State Coordinators is August 20, 2008 in Kansas City. Nancy will re-schedule the Webcast of the Marketing/Audience Analysis results by Bob Steen for hopefully another day that week.
7) Reviewed next action steps
Nancy will update Milestones and Key to Calendar and post in the wiki.

Minutes from 06/04/08 Connect Session

The URL for the June 4, 2008 Connect recording is: http://connect.extension.iastate.edu/p27033621/
Agenda
1) Welcome – Nancy Porter
2) Introduction of graduate student - Mike Lambur
3) Who is the ideal target audience for IFYF for farm/ranch families? – Bob Steen
4) Discussion of the Project Schedule March 2008 – February 2010 and Key to Calendar documents – Nancy Porter
5) A review of the DRAFT list of IFYF "chunks" and corresponding personalized Web-based learning activities - Barb O’Neill
6) Progress report on evaluation – Mike Lambur
7) Progress report on Annie’s Project – Bob Wells, Ruth Hambleton, Tim Eggers
8) Review next action steps

Minutes from 05/12-13/08 Face-to-Face Meeting

Face_to_Face_Meeting_Minutes(pdf)

Minutes from 03/06/08 Conference Call

Participants: Nancy Porter, Barb O’Neill, Betty Johnson, Bob Wells, Jane Schuchardt, Jennifer Jahedkar, Mike Lambur, Ruth Hambleton, Tim Eggers, Kevin Gamble, Lynn Christian

Update on contract between FINRA and eXtension Foundation

There will be a conference call on March 7 with Susan Sarver, Dan Cotton, Mike Lambur, Nancy Porter, and legal advisors for both foundations to discuss progress and work out details.

Market/Audience Analysis RFP http://about.extension.org/wiki/RFP_for_Audience_Analysis

Please add final additions/suggestions/corrections in wiki or send via email to Terry Meisenbach before March 10. Terry is creating a list of vendors to receive the RFP and will share it with the team hopefully by early next week. Terry will address questions asked in the RFP on the Wiki. We want to have the vendor under contract and available to meet with us in May.

Face-to-face meeting agenda was discussed. Revisions have been made in the document, but it may need some final adjusting to meet the schedules of the external visitors Face to Face Agenda(pdf)

Terry will need to guide us with scheduling the representatives from the marketing firm.
Investing for Your Future - There will be Internet access at the meeting. Please check out the Web site and be familiar with the program before the meeting. The URL is: http://www.extension.org/pages/Investing_for_Your_Future.
Travel Arrangements Please enter the nights that you will be staying at the conference hotel into Doodle at: http://www.doodle.ch/participation.html;jsessionid=D56BED2CF7DF5604CE0833639F3FE4E1.prim1?pollId=k3ba5q87vp3ygqi3.

Each team member needs to make his/her own travel arrangements. Before April 11, 2008 reserve your room by calling Crowne Plaza reservations at 800-227-6963 or 703-683-6000 and identify yourself as with the FINRA Online Investor Education Project. The rate is $201 per night.

Please be sure to follow requirements on the Travel Reimbursement Form(pdf) so that you will be reimbursed for your travel expenses. The hotel rooms and most meals will be master billed.
OIE Deliverables

National Announcement of Grant – After the contract is signed, Betty will work with Terry to write up a press release and will send it to the team members for review. Then the press release will go to FINRA for approval.

Next Call It was decided that we are set for the face-to-face meeting without another conference call unless there are new developments that make a call necessary.

Update

Betty Johnson clarified her future role with the team. She will no longer be a full member of the team, but will help us in any way that we need her. She will not plan to attend the face-to-face meeting. Betty will continue to be available if opportunities for additional funding need to be explored. We want to thank Betty for all of her help in getting the team together, the proposal submitted, and the funding secured!

Tasks to be Completed

Make travel arrangements – All
Prepare for your segment(s) on meeting agenda - All
Become familiar with Annie's Project materials provided with our proposal – All
Become familiar with Investing for Your future project - All
Send team members examples of interactive simulations/computer programs with which Annie's Project participants might be familiar - Tim and Bob
Find interactive technologies that might work with this project and audience and share with team members – All
We need more specifics within the grant budget categories of Internet Technology Applications and Instructional Design Support. How much will be dedicated to Jennifer at Texas A & M and how much might be available for other enhancements? – Jennifer and Kevin
Press release after contact signed – Betty and Terry


Minutes from 02/04/08 Conference Call for Meeting Planning Sub-Group

Start: 11:00 AM Eastern Time Finish: 11:32 AM Participants: Nancy Porter, Mike Lambur, Debra Pankow, Tim Eggers, Lynn Christian

The sub group planning the face-to face meeting is reserving space at the Crown Plaza (Holiday Inn) in Old Towne Alexandria, Virginia for May 12 and 13, 2008. Please hold those dates. Each person will need to make their own travel arrangements, but Mike Lambur will need to know specifics for each team member for room counts and meal planning. Information about documentation for reimbursements for travel will be sent.

We are planning to meet beginning at noon with lunch on the 12th and finish by 12:30 PM on May 13th. There is a board room that holds 18 people and an airport shuttle. Specific travel information will be sent later, but please plan to be with us for that complete time period. In order to maximize our time together please do not plan to leave before 12:30 PM on May 13th. The proposed agenda will be presented during our next conference call on March 6, 2008.

Minutes from 01/11/08 Conference Call

Update on progress to date
Documents from FINRA have not yet been received by eXtension. eXtension legal team will need to review and sign them. Betty will check in with Susan Sarver at FINRA about documents and ask for guidance about press release. Mike and Barb are working on their sub-contract documents.
Additional plans for announcing grant
From eXtension UPDATE January, 2008: "eXtension has received two grants to continue the work of the Financial Security for All Community of Practice...The second grant comes to eXtension from the Financial Industry Regulatory Authority (FINRA) Foundation for $449,505. This multi-year grant, chaired by Nancy Porter, Clemson University, will reach farm households across the country with investment information. Nancy and her committee will be taking the “Investing for Your Future” program and enhancing it to meet today’s Internet user. They will also work with Annie’s Project to make it interactive and expand its content to meet the needs of rural households. The FINRA Foundation, the largest foundation in the U.S. dedicated to investor education, has a mission to provide investors with high-quality; easily accessible information and tools to better understand the markets and basic principles of saving and investing."

Debb Pankow also sent out this information to the FSA CoP.

Jane Schuchardt – FINRA does not usually do formal press releases. They wait until the funding agreement is finalized and post information on their web site. Recommend that we do not write a formal press release until we coordinate with FINRA and the eXtension Foundation, then send out simultaneously.

Clarify everyone's role in project
Nancy - Keep us on track
Jane and Janie - As NPLs at CSREES, they are the liaisons at the national level. They link to foundation(s), provide access to mailing lists, trouble shoot, give advice. It should not be expected that they contribute to development of content.
Janie - Annie’s Project - funding is a critical part of the program. It is very important to continue to keep Annie’s Project leaders in the loop.
Dan - Sees a similar role to Jane and Janie as a liaison to team. He is meeting next week with CSREES to discuss issues with contributor agreements). Steve Wyatt, attorney, has organized the discussion.
Terry - Will lead the Marketing components of grant.
Mike - Will lead the Evaluation components of grant.
Bob - Would like to increase efforts in Annie’s Project to create a community of lifelong learners. Would like to have a 15-20 minute introduction to IFYF for Annie’s Project and have participants use this as part of lifelong learning.
Tim - Looked at needs and market research for Annie’s Project and saw there was a need to incorporate past participants as part of target audience for the evaluation of this project.
Barbara ONeill - Leader of Content Team. Enhanced IFYF program will have to follow FSA CoP peer review process. Results of market research will be very important.

Everyone needs to be thinking about what they need professionally to make this two year project a success for themselves individually so we can be sure everyone is on target to accomplish their personal professional goals as well as the whole mission.

Review project timeline and assign members to activities and deliverables
Specifics will be determined at first face-to-face team meeting, but be thinking of all the questions that we need to answer.

Betty will contact Terry to get an estimate of how long it will take to get RFA’s out and to select a marketing firm. It would be good to have representatives from firm selected to attend part of face-to-face team meeting. Locating the meeting near DC area would be easier to accomplish this goal.
Additional information/enhancements to collaborative wiki needed
We will keep minutes and documents on wiki and hope everyone will be comfortable with working in that environment. Send ideas for additional information that should be included to Nancy.
Set up conference call schedule
Next conference call for the entire team will be March 6, 2008, 11:00 AM Eastern time. We will schedule other conference calls during the face-to face meeting.
Plans for face-to-face meeting
Agenda Committee for face-to-face meeting will be Mike, Nancy, Debb, Tim, and Terry. Nancy will try to use Doodle to set up a conference call with committee in February. What individuals or agencies should be invited for select sessions of the meeting? Ideas - marketing firm rep, Susan Sarver, additional eXtension personnel, others?
First choice May 12-13, 2008
Second choice May 1-2, 2008
Mike will check into arrangements in Alexandria or Northern Virginia for both dates. The final agenda will dictate the length of meeting, but we are thinking about after lunch on first day through early afternoon on second day.
Additional comments
Questions about your role, ideas for agenda, let Nancy know. Dan and Nancy will have a conference call to discuss specifics of financial arrangements (sub-contacts and expenses) on a separate conference call. We need contact person(s) at eXtension for questions and financial information including reimbursement procedures, etc.
Call concluded at 12:05 PM

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