Capstone Project: Part I Proposal

EDTC 6332 Practicum in Educational Technology

Yadira Flores
Performance Problem
New employees at a local income tax preparation firm need to use a web based software
program called Simple Tax Services to prepare clients income tax statements for the
current tax year. The online-based software allows all employees to enter clients data
from any computer in the office and helps them to accurately prepare the clients
statements while the data is stored online in the softwares cloud. Employees at the firm
are familiar with the tax laws and other software for tax preparation such as Tax Act,
Drake, and Tax Slayer but are not familiar with the new software. Due to the firms
integration of the new software all employees must acquire the new skills and knowledge
to login and navigate the new software to complete tax preparation for current and new
clients. At the moment there are no web-based training modules that allow employees to
learn how to login in the system, add new clients demographics, selecting clients filing
status, add clients dependents, and add clients W2s. This will cause problems for the
employees, as they will not function successfully as they will lack the skills to complete
returns in an efficient and effective way with accuracy. All 5 employees at, De Rayo
Income Tax Service, must posses these skills to accurately complete returns for all clients
during tax season.
Viable Solution
Solution 1
All employees at the tax firm will have access to video modules that will be created using
Screen-O-Matic and other Web 2.0 tools for the different procedures and skills that they
need to learn and master in order to be successful. The video modules will be embedded
into a Weebly.com webpage that the firms trainer will create for the employees to access.
All employees will start reviewing videos from the beginning of the modules and review
as many times as needed. The modules will be accessible to all employees from any
computer that has Internet access. Learners that need a refresher can always view and
review the videos to master the skill.
Solution 2
Employees will get a step-by-step guide with screen shots that will allow them to visually
learn the steps necessary to complete the tasks. The guide will allow employees to view
and review the steps.
Description of the solution

Solution 1
All employees at the tax
firm will have access to
video modules that will be
created using Screen-OMatic and other Web 2.0

Solution 2
Employees will get a stepby-step guide with screen
shots that will allow them to
visually learn the steps
necessary to complete the

Internal (personal) strengths

in relation to the solution

Internal (personal)
weaknesses in relation to
the solution

External (environmental)
opportunities in relation to
the solution

External (environmental)
threats in relation to the
solution

tools for the different

procedures and skills that
they need to learn and
master in order to be
successful. The video
modules will be embedded
into a Weebly.com webpage
that the firms trainer will
create for the employees to
access.
I am a teacher with six
years experience, and I am
familiar with teaching
strategies. I also have used
Screen-O-Matic and
Weebly.com to create other
interactive lessons. I know
how to create lessons on
Weebly.com and can embed
videos and other resources
to enhance the lesson.
Learners will be able to
access all lessons anywhere
and at anytime.
When creating the video
modules, there needs to be
good Internet connection
and I need to have a script
in order to have better
narration. I tend to have to
re record because of
Internet connection
malfunction or errors.
Learners will have access to
the training at all times
because it is online and web
based. The training will
allow learners to see
examples of the skills
because there will be videos
to see the examples.
Learners need to have
Internet connection to
access the training. Learners
need to have good time
management and be self

tasks. The guide will allow

employees to view and
review the steps.

I have created guides with

screen shots in the past that
allow learners to learn and
visualize the expected
outcome after the
instruction. Learners will be
able to access the document
in paper and digital format,
as it will be saved in Pdf
format.

Not all learners can learn

easily and understand with
written directions on
instructional guides.

The guide will allow

learners to have a reference
while learning the skills and
the training.

Learners may not be good

readers and may not
complete the training step
by step, as they are not
interested in reading

Your chosen solution

Reasons

directed to successfully
material.
complete the training.
I choose Solution 1.
I decide to choose solution 1 because the learners will have
access to the training any time and anywhere there is
Internet access. The learners can complete training at their
own pace and can review each module as many times as
they want. The videos can be paused to clearly see
examples and can be rewind to repeat examples. The
videos will be embedded in Weebly.com page. The videos
will be narrated and there will be detailed step-by-step
guides that the learners can always review for better
understanding.

Deliverables
Please describe your deliverables. What does the final project look like? What is the final
project made up of?
The deliverables in this project will be a web page created for training with embedded
videos using Screen-O-Matic. Each video will be a step-by-step guide that is narrated and
shows with detail the skills that need to be learned to easily navigate through the web
based Simple Tax Software. The videos will show how to log in, add a new client, enter
demographics, choose filing status, and enter w2s into the system. The page will have a
menu with links to different videos allowing them to review only the lessons they lack
mastering. The written instructional guide will be accessible to learners for reference and
to help them master the instructional unit. The final project will be accessible through a
Weebly.com and all learners will have access to the videos and instructional guide.

Instructional Goal and Objectives

Employees at the tax firm will be able to demonstrate knowledge in creating a new
clients profile in the web based Simple Tax Software. The learners will correctly log in
and enter new clients demographic information, add the filing status, add their
dependents demographics, and add their W2s information for correct computing of the
current tax owed.
Goal
Employees at the tax firm
will demonstrate the
ability to login to the
software, create a new
profile with personal
demographics, add filing
status, dependents
demographics, and W2
information using the
web based Simple Tax
Software.

Terminal Objective
Terminal Objective 1
Using web address for
web based Simple Tax
Software, firm employees
will log into their
accounts using their
assigned username and
password.

Terminal Objective 2
Using web based Simple
Tax Software, employees
will add new clients and
their demographics.

Terminal Objective 3
Using web based Simple
Tax Software, employees
will navigate and select
filing status for client.

Terminal Objective 4
Using web based Simple
Tax Software, employees

Enabling Objective
1.1 Employees will access the
firms webpage:
https://www.mytaxoffice.com
/main/pro/STS_Login.php
1.2 Employees will enter their
username, password, and firm
name.
1.3 Employees will enter code to
access software.
1.4 Employees will navigate
Simple Tax Service interface to
become familiar with features.
2.1 Employee will click on tab
Client Manager.
2.2 Employee will click on new
return to add client.
2.3 Employee will enter social
security number, confirm
number, and save.
2.4 Employee will enter
demographic information and
click on save and continue.
3.1 Employee will navigate to
filing status page.
3.2 Employee will interview
client and determine filing status.
3.3 Employee will save status by
clicking on save and continue.
4.1 Employee will click on
dependents tab.
4.2 On dependent page the
employee will choose to add new

will navigate enter

dependents
demographics.

Terminal Objective 5
Using web based Simple
Tax software, employees
will navigate and add W2
information.

dependent and click save and

continue.
4.3 Employee will enter all
demographics and save and
continue.
4.4 Employee will choose to add
new dependent and repeat
process.
5.1 Employee will click on
Income tab and then wages,
salaries, and tips tab.
5.2 Employee will click on W2
option.
5.3 Employee will click on add
W2 option and click save and
continue.
5.4 Employee will enter
information.
5.5 Employee will click save and
continue.

This information may be subject to the output/results of your instructional/task analysis.

Action Plan
Use the following table to design the instruction.
Objective
Terminal Objective 1
Using web address for web based
Simple Tax Software, firm
employees will log into their
accounts using their assigned
username and password.

1.2 Employees will access the

firms webpage:
https://www.mytaxoffice.com

Activity
Students: Will
learn to log into
the web-based
software using
the address,
username,
password, and
firm name.
Instructor: Will
create lesson
modules using
videos and
instructional
guides.
Students: will
follow the video
and instructional

Technology
Computer
Internet Access

Assessment
Log in and
access the
software
successfully

Simple Tax
Services
Software
Access to Weebly
page with videos
and instructional
guide
Computer
Internet Access

Students will
access page to
login with 100

/main/pro/STS_Login.php

Enabling Objective 1.2

Employees will enter their
username, password, and firm
name.

Enabling Objective 1.3

Employees will enter code to
access software.

Enabling Objective 1.4

Employees will navigate Simple
Tax Service interface to become
familiar with features.

steps on how to
access the webbased software.
Instructor: Will
facilitate and
explain on how
to access the
software.
Students: Will
follow video
and instructional
guide on how to
use credentials
to log into the
software.
Instructor: Will
facilitate and
explain on how
to log into page
using
credentials.
Students: Will
follow video
and instructional
guide on how to
enter code to
access software.
Instructor: Will
facilitate and
explain on how
to log into page
using systemgenerated code.
Students: Will
follow video
and instructional
guide on
exploring the
tool bar.
Instructor: Will
facilitate and
explain on

Simple Tax
Services
Software

percent
success rate.

Access to Weebly
page with videos
and instructional
guide
Computer
Students will
log into
Internet Access
account with
100-success
Simple Tax
rate.
Services
Software
Access to Weebly
page with videos
and instructional
guide
Computer
Internet Access
Simple Tax
Services
Software

Students will
log in
successfully
100 percent of
the time.

Access to Weebly
page with videos
and instructional
guide
Computer
Internet Access
Simple Tax
Services
Software
Access to Weebly
page with videos

Complete quiz
on objective 1
and score 80
percent or
better.

different
features of tool
bar.
Terminal Objective 2
Students: Will
Using web based Simple Tax
learn to add new
Software, employees will add
clients and enter
new clients and their
their
demographics.
information by
navigating
through
software and
accessing the
new return tab.
Instructor: Will
create lesson
modules using
videos and
instructional
guides.
Enabling Objective 2.1
Students: Will
follow video
Employee will click on tab Client and instructional
Manager.
guide on how to
find Client tab
and click on it.

Enabling Objective 2.2

Employee will enter social
security number, confirm
number, and save.

Instructor: Will
facilitate and
explain on how
to navigate
software and
find Client
Manager tab.
Students: Will
follow video
and instructional
guide on how to
enter social and
save it.
Instructor: Will
facilitate and
explain on how
to navigate
software and
find Client

and instructional
guide
Computer

Employee will
add new
Internet Access
clients and
their
Simple Tax
demographics
Services
with 100
Software
percent
success rate
Access to Weebly and no error
page with videos message.
and instructional
guide

Computer
Internet Access
Simple Tax
Services
Software

Employee will
be able to find
Client
Manager tab
with 100 %
success rate.

Access to Weebly
page with videos
and instructional
guide
Computer
Internet Access
Simple Tax
Services
Software
Access to Weebly
page with videos
and instructional
guide

Employee will
enter clients
social and be
able to
successfully
add the client
100 percent of
the time.

Enabling Objective 2.3

Employee will enter social
security number, confirm
number, and save.

Enabling Objective 2.4

Employee will enter
demographic information and
click on save and continue.

Terminal Objective 3
Using web based Simple Tax
software, employees will
navigate and select filing status
for client.

Enabling Objective 3.1

Manager tab.
Students: Will
follow video
and instructional
guide on how to
enter social
security number
to create new
file.
Instructor: Will
facilitate and
explain on how
to navigate
software and
find Client
Manager tab.
Students: Will
follow video
and instructional
guide on how to
enter all
demographics
and save.
Instructor: Will
facilitate and
explain on how
to navigate
software and
find Client
Manager tab.
Students: Will
learn to navigate
through
software and
succefully add
the clients filing
status.
Instructor: Will
create lesson
modules using
videos and
instructional
guides.
Students: Will

Computer
Internet Access

The employee
will be able to
add new
client.

Simple Tax
Services
Software
Access to Weebly
page with videos
and instructional
guide

Computer
Internet Access
Simple Tax
Services
Software

The employee
will add all
information
with no error
message.

Complete quiz
over objective
Access to Weebly 2 with 80
page with videos percent
and instructional accuracy.
guide

Computer
Internet Access
Simple Tax
Services
Software

Employees
will succefully
navigate and
add client
filing status
with 100
percent
success rate.

Access to Weebly
page with videos
and instructional
guide
Computer

Employee will

Employee will navigate to filing

status page.

Enabling Objective 3.2

Employee will interview client
and determine filing status.

Enabling Objective 3.3

Employee will save status by
clicking on save and continue.

Terminal Objective 4
Using web based Simple Tax
Software, employees will
navigate enter dependents

follow video
and instructional
guide on how to
navigate and
find filing status
tab.
Instructor: Will
facilitate and
explain on how
to navigate
software and
find filing status
tab.
Students: Will
follow video
and instructional
guide on how to
ask client and
then choose
filing status on
page.
Instructor: Will
facilitate and
explain on how
to click on
status.
Students: Will
follow video
and instructional
guide on how to
save status and
navigate
through system

Internet Access
Simple Tax
Services
Software

find status
page with 100
percent
success rate.

Access to Weebly
page with videos
and instructional
guide

Computer
Internet Access
Simple Tax
Services
Software

Students will
add filing
status with no
error message,
100 percent of
the time.

Access to Weebly
page with videos
and instructional
guide
Computer
Internet Access

The employee
will add filing
status with no
error message.

Simple Tax
Services
Software

The employee
will complete
unit 3
Access to Weebly assessment
page with videos with 80
and instructional percent or
guide
better.

Instructor: Will
facilitate and
explain on how
to save status
and move on.
Students: Will
Computer
learn to navigate
through
Internet Access
software and
successfully add Simple Tax

The employee
will
successfully
add
dependents

demographics.

Enabling Objective 4.1

Employee will click on
dependents tab.

Enabling Objective 4.2

On dependent page the employee
will choose to add new
dependent and click save and
continue.

Enabling Objective 4.3

Employee will enter all
demographics and save and
continue.

dependents and
their
information.
Instructor: Will
create lesson
modules using
videos and
instructional
guides.
Students: Will
follow video
and instructional
guide on how to
navigate
through system
and click on
dependents tab.
Instructor: Will
facilitate and
explain on how
to find and click
on dependents
tab.
Students: Will
follow video
and instructional
guide on how to
navigate
through system
and click on
dependents tab.
Instructor: Will
facilitate and
explain on how
to find and click
on dependents
tab.
Students: Will
follow video
and instructional
guide on how to
navigate
through system
and add a new

Services
Software

information
with no error
message.

Access to Weebly
page with videos
and instructional
guide
Computer
Internet Access
Simple Tax
Services
Software

Employee will
access
dependent tab
with 100
percent
success rate.

Access to Weebly
page with videos
and instructional
guide

Computer
Internet Access
Simple Tax
Services
Software

The employee
will be able to
see new
dependent
page every
time there is
need to add a
dependent.

Access to Weebly
page with videos
and instructional
guide

Computer
Internet Access
Simple Tax
Services
Software

The
dependents
data will be
saved every
time it is
added.

page to enter
dependents
information.

Enabling Objective 4.4

Employee will choose to add
new dependent and repeat
process.

Terminal Objective 5
Using web based Simple Tax
software, employees will
navigate and add W2
information.

Enabling Objective 5.1

Employee will click on Income
tab and then wages, salaries, and
tips tab.

Instructor: Will
facilitate and
explain on how
to add and save
new dependents
information.
Students: Will
follow video
and instructional
guide on how to
navigate
through system
and add a
second
dependent for
the same
taxpayer.
Instructor: Will
facilitate and
explain on how
to add a second
dependent.
Students: Will
learn to navigate
through
software and
successfully add
W2s for client.
Instructor: Will
create lesson
modules using
videos and
instructional
guides.
Students: Will
follow video
and instructional
guide on how to
navigate
through system
and find Income

Access to Weebly
page with videos
and instructional
guide

Computer
Internet Access
Simple Tax
Services
Software

Employee will
be successful
100 percent of
the time when
adding more
than one
dependent.

Access to Weebly
page with videos
and instructional
guide

Employee will
pass Objective
4 assessment
with 80
percent or
better.

Computer

The employee
will succefully
enter and save
W2s
information
100 percent of
the time.

Internet Access
Simple Tax
Services
Software

Access to Weebly
page with videos
and instructional
guide
Computer
Employee will
be able to
Internet Access
succefully find
wages tab
Simple Tax
without
Services
assistance.
Software

Enabling Objective 5.2

Employee will click on W2
option.

Enabling Objectivev5.3
Employee will click on add W2
option and click save and
continue.

tab.
Instructor: Will
facilitate and
explain on how
to find the
income and then
wages tab.
Students: Will
follow video
and instructional
guide on how to
navigate
through system
and find Income
tab.
Instructor: Will
facilitate and
explain on how
to find the
income tab and
then wages tab.
Students: Will
follow video
and instructional
guide on how to
navigate
through system
and find W2 tab
to add new
form.
Instructor: Will
facilitate and
explain on how
to find the w2
tab and add new
information.

Enabling Objective 5.4

Employee will enter information.

Access to Weebly
page with videos
and instructional
guide
Computer
Internet Access
Simple Tax
Services
Software
Access to Weebly
page with videos
and instructional
guide
Computer
Internet Access
Simple Tax
Services
Software
Access to Weebly
page with videos
and instructional
guide

Computer
Students: Will
follow video
and instructional
guide on how to
add new form
without any
errors.
Instructor: Will
facilitate and

The employee
will be
successful on
adding new
form 100
percent of the
time.

Internet Access
Simple Tax
Services
Software
Access to Weebly
page with videos

The employee
will add
information
for w2 with
100 percent
success rate.

Enabling Objective 5.5

Employee will click save and
continue.

explain on how
information on
w2 forms.
Students: Will
follow video
and instructional
guide on how to
save form.

and instructional
guide
Computer
Internet Access
Simple Tax
Services
Software

The employee
will score 80
percent or
better off Unit
5 assessment.

Instructor: Will
facilitate and
explain on how Access to Weebly
to save w2 form. page with videos
and instructional
guide
Timeline
After reviewing your objectives and our course calendar, you create a timeline for all the
milestones of this capstone project.

Timeline
Week 1
January 19th
January 26th
Feb. 2nd

Feb. 23rd

Contact Instructor
Proposal
Proposal Template Due
Revise Proposal based on Instructor
Suggestions
Instructional Solution and Design
Document
Goal Analysis and Learner/ Context
Analysis
Subordinate Skills Analysis

Feb. 24th

Performance Objectives

March 3rd

Assessment Instruments

March 10th

Spring Break

March 17th

Instructional Strategies

March 24th
March 31st

Formative Evaluation
Summative Evaluation

April 7th May 5th

Revise Instructional Solution and Design

Document

Feb 9th
Feb. 16th