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Illustrative Design Development Document(Instructor Guide)[1]
 

Illustrative Design Development Document(Instructor Guide)[1]

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Real Estate presentation regarding a training intervention for local Brokers.

Real Estate presentation regarding a training intervention for local Brokers.

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    Illustrative Design Development Document(Instructor Guide)[1] Illustrative Design Development Document(Instructor Guide)[1] Document Transcript

    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT Prepared For: CENTURY 21 CAMCO OFFICE ALBUQUERQUE, NEW MEXICO Authored By: JOHN O’LAUGHLIN CHRIS SMITH JEN WATKINS JENNY WILLIS
    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT POWERPOINT YOUR WAY TO LISTINGS! Prepared For: CENTURY 21 CAMCO OFFICE ALBUQUERQUE, NEW MEXICO INSTRUCTOR GUIDE Authored By Illustrative Design: JOHN O’LAUGHLIN CHRIS SMITH JEN WATKINS JENNY WILLIS 2
    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT Table of Contents Training Purpose…………………………………………………………………….......4 Performance / Learning Goal and Objectives……………………………………........6 Instructor Preparation Page……………………………………………………………7 Class Preparation Checklist…………………………………………………………….8 Evaluation Checklist………………………….………………………………………….9 Course Evaluation …………………..…………………………………………………10 General Outline Unit 1: Introduction …………………………………………………………….11 • Design Principles • PowerPoint Overview Unit 2: Class Activity • Create PowerPoint Presentation Unit 3: Question and Answer (Follow-up to Class Activity) Unit 4: Individual Activity • Create PowerPoint Presentation Unit 5: Presentations • Agents Share Their Listing Presentations with Class • Discussion Unit 6: Summary - Question and Answer Unit 7: Appendix Unit 8: Resources Instructor’s Lesson Plan……………………………………………………………….16 Activities ………………………………………………………………………………...18 Training Purpose – message from Gerald Campbell, Owner / Broker 3
    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT As an Independent Contractor with Century 21 Camco Realty, we continue to strive to improve performance through continuing education courses, special event trainings, and in-house administrative support. We are looking to improve our sales and profit performance now in order to prepare for the market situation facing other housing markets nationwide. Specifically, the performance of individual real estate agents within our office ranges widely. The office is interested in boosting the performance of all agents to reach the current level of the best performing agents. We have found that the top performers used Microsoft PowerPoint presentations often and demonstrated their adeptness at designing these presentations. The ability to design appealing / high-quality presentations was identified as the most frequently stated need identified our best performers. Therefore, we have, with the professional services of Illustrative Design, designed this two hour training course for all our Camco Realty agents. Specifically, we have implemented an instructional program that will: • Verse the agents in the elements of appealing and high-quality graphical design • Allot time to practice the designing of presentations in Microsoft PowerPoint to increase the agents’ comfort levels in using these principles Illustrative Design is a small Organizational Consulting Firm focused on improving the productivity and profitability of its clients. This is achieved through providing specific direction to its client’s in terms of organizational change and trainings. 4
    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT Performance / Learning and Objectives Performance / Learning Objective #1 At the conclusion of this training, the participant will be able to describe the key elements of branding and design. Enabling Objectives: 1. During training, the participant will critique a high quality and poor quality presentation. 2. During training the participant will list the three primary communication goals for the presentation. 3. During training, the participant will create a custom high quality presentation that clearly and successfully communicate the three primary communication goals. Performance / learning Objective #2 At the conclusion of this training, the participant will commit to making high quality presentations and list ways to work faster while customizing presentations to client needs. Enabling Objectives: 4. During training, the participant will commit to making high quality presentations. 5. During training the participant will list three ways to create presentations quicker than previously done. 6. During training, the participant will present a client needs analysis that can be addressed in the PowerPoint presentation they create. Performance / Learning Objective #3 At the conclusion of this training, the participant will be able to improve speed and accuracy in creating new presentations. Enabling Objectives: 7. During training, the participant will create a short presentation from scratch and then create a presentation from the provided templates and compare times. 8. During training the participant will improve the development time in creating a second presentation from the provided templates. 9. During training, the participant will create a custom presentation for an actual upcoming meeting. 5
    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT Instructor Preparation Page Course Title: POWERPOINT YOUR WAY TO LISTINGS! Audience: Camco Agents Audience Preparation: Send memo two weeks before class to Camco Agents. The memo will include the date, time, and location for the training. A checklist of items to bring to class and templates will be attached to the memo. Prep Time: Classroom set up – 20 minutes Length of Course: Two hours (8:00 ~ 10:00) Instructor Preparation: • Review materials one to two days before class begins • Class Roster • Facility is secured and can accommodate agents • Make sure handouts are printed and available • Refreshments ordered Materials: Laptop PowerPoint Presentation on flash drive PowerPoint Handouts for participants (utility guide) 3X5 index cards lined on one side PowerPoint Handouts 1 Copy of Instructor Lesson Plan 20 Copies of Participant Lesson Plans and Utility Guides 20 Copies of Course Evaluations & Evaluation Checklists Projector Notes: • Icebreaker – Camco agents (participants) are asked to write on 3X5 index card things they need to get done. When they are finished, ask them to turn it over and write “for later” • Participants will work on activities in small groups and individually. They will have time to practice • Distribute Handouts before class begins. • Sample listings (for participants who forget to bring theirs to class) 6
    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT Century 21 Camco Realty Continuing Education Training Class Preparation Checklist PowerPoint Your Way to Listings! Date of Training: ________ Participants Name: _______________ √ Item Comments (1) Laptop To be used during training and for saving templates for your new listing presentation! (2) quot;Memory Stickquot; Utilize your laptop and/or memory stick to save and update material during training (2a) Home Photo Please bring a photo of current listing and/or potential listing to implement into your new presentation (2b) Professional Photo Your personal photo utilized for marketing (2c) Listing Data Listing information of current or potential client (2d) Templates Included in memo as attachment (3) Specific questions It is recommended you bring any specific questions related to the utilization of PowerPoint (4) Participant Guide Bring copy, along with pen and notebook In an effort to make our trainings as efficient and productive as possible, we utilize a Preparation Checklist prior to many of our training events. Please review and bring the above items to your scheduled training – PowerPoint Your Way to Listings! Sincerely, The ILLUSTRATIVE DESIGN Team 7
    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT Evaluation Checklist PowerPoint Your Way to Listings! Instructor’s Name ___________________________ Participant’s Name___________________________ Objective Complete Comments Yes No (1) Participant has committed to make high quality presentations. Participant was present for the entire class. Participant created a PowerPoint presentation with their own listing. (2) Participant has successfully demonstrated how to customize presentation to client needs. Participant added their personal contact information. Participant added their photos. Participant added their listing details. (3) Participant has successfully listed three ways to create presentation Participant’s PowerPoint presentation used a template. Participant’s PowerPoint presentation used a video clip. Participant’s PowerPoint presentation used the 4 Design Concepts: Contrast Repetition Alignment Proximity 8
    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT COURSE EVALUATION 1 = Strongly Disagree 5 = Strongly Agree 1. The course objectives were clear. 1 2 3 4 5 N/A O O O O O O 2. The course provided practical information/tools that I 1 2 3 4 5 N/A anticipate using. O O O O O O 3. The course was presented in a logical sequence. 1 2 3 4 5 N/A O O O O O O 4. Time specified was sufficient to meet the course 1 2 3 4 5 N/A objectives. O O O O O O 5. The level of detail was appropriate for me to learn 1 2 3 4 5 N/A presented material. O O O O O O 6. The media ( video, computer presentation) supported my 1 2 3 4 5 N/A learning. O O O O O O 7. I anticipate using the job aids/handouts back on the job. 1 2 3 4 5 N/A O O O O O O 8. Job aids/handouts were useful during the class. 1 2 3 4 5 N/A O O O O O O 9. The in-class activities increased your learning experience. 1 2 3 4 5 N/A O O O O O O 10. The in-class activities were useful in strengthening the 1 2 3 4 5 N/A course objectives. O O O O O O 11. The amount of time spent on in-class activity was 1 2 3 4 5 N/A appropriate. O O O O O O Additional comments or suggestions: ______________________________________ _____________________________________________________________________ _____________________________________________________________________ PERFORMANCE 1=Strongly Disagree 5 = Strongly Agree 12. The instructor was prepared to teach the class. 12345 1 2345 N/A OOOOO O OOOO O 13. The instructor was knowledgeable in the subject 12345 1 2345 N/A matter. OOOOO O OOOO O 14. The instructor effectively communicated the 12345 1 2345 N/A course content. OOOOO O OOOO O 15. The instructor kept the class on track. 12345 1 2345 N/A OOOOO O OOOO O PRIOR to taking this class AFTER taking this class 1 = Low 5 = High 1 = Low 5 = High 16. Rate your level of understanding 1 2 3 4 5 N/A 1 2 3 4 5 N/A of the concepts and skills taught. O OOOO O OOO OO O 17. Rate your level of confidence to 1 2 3 4 5 N/A 1 2 3 4 5 N/A applying the concepts and skills O OOOO O OOO OO O taught. Additional comments or suggestions:________________________________________ ______________________________________________________________________ ______________________________________________________________________ 9
    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT Unit 1: Introduction • Welcome all the agents to “PowerPoint Your Way to Listings!” training session. • Instructor introduction and Illustrative Design Consulting Firm. • Instructor’s qualifications. • Customer Satisfaction Ratings Graph (from Needs Assessment) Participant will have a basic understanding of PowerPoint and how it can be utilized to improve productivity. PowerPoint Overview PowerPoint is Microsoft software that allows users to “create dynamic and high- impact presentations.” The software allows the user to incorporate listing photos, comparative market analysis (C.M.A.) information, virtual tour video clips, graphs, charts, and much more. All these features can be used to develop listing presentations that will grab your potential client’s attention and affirm your professionalism. Custom design templates, pre-formatted slides, and cut/paste application allows the user to create your listing and marketing presentations in a short amount of time. Design Principles 1) Contrast – this is the most important visual attraction in a presentation. The idea here is get your potential client focused on your presentation. 2) Repetition – repeat visual elements throughout the presentation. You can repeat colors, shapes, logos, website addresses, fonts, sizes, concepts, etc. 3) Alignment – the goal here is to create a crisp, professional image. Symmetry! 4) Proximity – organizes similar information, create a clear and concise presentation Example 1: Listing Presentation Cover Page 10
    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT Unit 2: Class Activity Unit 2 Objective: In small groups, the participants will create a step-by-step PowerPoint listing presentation. Creating a Presentation 1) Follow trainer’s instructions 2) Complete the three primary communication goals for the presentation a) Visual appeal of the home done through the prepared switching out of photos as needed b) Value for Camco Realty services demonstrated by the short presentation c) Quality of marketing support through Camco Realty with built in video Slide 1 – Listing Presentation (Class Activity) 11
    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT Slide 2 – Listing Presentation (Class Activity) Slide 3 – Listing Presentation (Class Activity) 12
    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT Editing the Presentation When editing the presentation, it is important to remember that PowerPoint is similar to other Microsoft applications. Utilize pull down menus, point and click, cut and paste, insert and format functions, etc. • Adding photos • Adding video clips • Adding logos Sharing the Presentation Utilize the menu and tool bars to access options for sharing presentations • Features helpful to Realtors o Communicate with users across platforms and devices o Securely share your PowerPoint presentations o Help protect the private information in your documents 13
    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT Class Activity – rotate positions and each agent moves through the presentation Unit 3: Question and Answer (Follow-up to Class Activity) Unit 4: Individual Activity Individually, the participants will create a step-by-step PowerPoint presentation utilizing one of their “current” listings. Presentation Ideas Here are some ideas of items that you should consider including in your listing and / or marketing presentation • Century 21 Camco Realty – company information (including ownership, size, location, years in business, charitable involvement, etc.) • Your name, your title, your designations (i.e., CRS, MBA, etc) • Logos • Website addresses • Albuquerque Metropolitan Board of Realtors – sales data • Comparative Market Analysis – for potential listing • Past and current client referrals and / or quotes • Your productivity • Why you want their business; why they should select you Create PowerPoint Presentation Utilizing the listing information each participant brought to training session: • Open and select PowerPoint design template 14
    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT • Create 4-5 slide presentation • Utilize instructor support to incorporate photos, MLS listing information, etc. into your presentation • Activity is meant to provide template for future use Unit 5: Presentations • Agents Share Their Listing Presentations with Class • Discussion Unit 6: Summary - Question and Answer Unit 7: Appendix Handout 1: Pre-training handout; checklist for items to bring to training Unit 8: References Resource 1: www.microsoft.com/powerpoint - PowerPoint Guide, online training, technical support Resource 2: The Non-Designers Design Book; Robin Williams (2004) 15
    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT Instructor’s Lesson Plan Time Topic / Objective Activity Materials Strategies / Notes Introduction Icebreaker 3X5 index cards, pens or pencils, Individual - All supplies and 8:00 Activity #1 PowerPoint Presentation-Graph handouts will be passed out before 8:05 (page 19) class. Ground rules Terminal Objective #1 At the conclusion of this training, the participant will be able to describe the key elements of branding and design. Design Concepts Lecture PowerPoint Presentation Guided Teaching – Contrast, Enabling Objective(EO) Demonstration Projector Repetition, Alignment, Proximity 8:05 #1- During training, the Activity #2 Pen or pencil (Show examples) 8:15 participant will critique a (Page 20) Handout Branding- the concept of having high and poor quality Company logo in presentation. example. Handout for activity handed out before class. PowerPoint Overview Lecture PowerPoint Presentation, Projector Guided Teaching – Participants will Enabling Objective #2- Demonstration Laptops follow instructor on their own During training, the Templates laptops. PowerPoint is similar to participant will list the other Microsoft applications. – three primary Adding photos, clips, logos communications goals for -(EO #2) The points are-1.visual the presentation. appeal of the home done through the Enabling Objective #3 – nice template where they will swap 8:15 During training, the out the home photo. 2. The value for 8:25 participant will create a the Camco services demonstrated by custom high quality the short presentation. 3. The quality presentation that clearly of marketing support through Camco and successfully demonstrated with built in video communicates the three sample. primary communication -(EO #3) Participants will use the goals. template to customize a presentation for their current listing. Instructor will demonstrate the group version of this. Terminal Objective # 2 At the conclusion of this training, the participant will commit to making high quality presentations and list ways to work faster while customizing presentations to client needs. Class Activity Lecture Laptops Guided Teaching – (EO#4) Enabling Objective #4 – Demonstration Templates Participant will create a presentation During training, the Activity #3 Videos from memory using design principles participant will commit to (Page 21) and branding. high quality presentation. - (EO #5)1. Turn Key presentations Enabling Objective #5 – are 80% done to start 2. Checklist During training, the provides easy to select options 3. participant will list three Video presentation is already built in. ways to create - (EO #6) Participants were sent an e- 8:25 presentation quicker than mail to bring a current listing to 8:50 previously. create presentations. Enabling Objective #6 – During training, the participants will present a client needs analysis that can be addressed in the PowerPoint presentation they create. 16
    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT 8:50 Question & Answer (A)sk question 8:55 (P)ause 5 seconds (S)select someone to answer 8:55 Break Refreshments Bagels, Coffee, Water, Cokes 9:00 available in Lobby (Set up by staff) Terminal Objective #3 At the conclusion of this training, the participant will be able to improve speed and accuracy in creating a new presentation. Individual Activity Activity #4 Laptop Guided Teaching – (EO#7) Enabling Objective #7 – (Page 23) Handout Participants will create two During training, the Pen or pencil presentations within a given time and participant will create a Templates compare the differences. short presentation from (EO #8) Participants will create a scratch and then create a presentation using one of their own presentation from the listings using templates. (Practice provided templates and makes perfect) compare times. (EO #9) Participants will create a Enabling Objective #8 – presentation using all the skills 9:00 During training the learned for an upcoming meeting. 9:30 participant will improve (GO FOR IT!!) the development time in -Instructor will assist and give creating a second suggestions whenever asked. presentation from the provided templates. Enabling Objective #9 – During training, the participant will create a custom presentation for an actual upcoming meeting. Individual Presentation Laptop Individual - Each Participant will be asked to present to the class one of 9:30 his or her presentations that was 9:40 created in class. Summary - Question & -Emphasize WIIFM 9:40 Answer -Remind participants of website 9:50 -Encourage participants to accept responsibility for learning and creating high quality PowerPoint Presentations. 9:50 Course & Performance Page 9 & 10 Handout Thank everyone for doing such a 10:00 Assessment Pen or pencil great job. - Know they may take out their 3X5 index card and do what they wrote down needed to get done. 17
    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT ACTIVITIES Activity #1 - Icebreaker Total Time needed for Activity 2 minutes Materials needed Pen or pencil 3X5 index card (one side is ruled) Instruct agents (participants) to take a 3X5 index card from the handouts that were provided before class. They are to write down pressing issues or things that are on their minds that they need to get done. After they are done writing, instruct them to turn the cards over and write the word “later” on it. They are to fold it and put it in their pocket or purse. (Somewhere out of site) Wonderful! Now you can concentrate fully on this class without worrying that you will forget things you have to do. 18
    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT Activity #2 - Design Principles & Branding Enabling Objective 1: During training, the participants will critique a high quality and poor quality presentation. Total Time needed for Activity: 10 minutes Key Teaching Points: • The importance of graphical design • The Power of Presentation • Branding • Proximity – group related items together • Alignment – nothing should be placed on the slide arbitrarily. Every item should have a visual connection with something else on the slide • Repetition – repeat some aspect of the design throughout the entire slide • Contrast – one of the most effective ways to add visual interest to your slide • Using your imagination Each Participant is asked to list certain elements of a high quality and a poor quality slide. Materials needed: • PowerPoint Presentation • Projector • Handout • Pen or pencil Learning Styles Targeted: • Auditory • Visual • Cognitive • Kinesthetic 19
    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT Activity #2 Poor Quality – High Quality Example 1: Century 21 Camco Realty Jane Doe, Associate Broker 123 Main Street SE Albuquerque, NM Located just south of Historic Nob Hill and Ridgecrest Stunning remodel and addition – 2200 sf, 4 bedroom, 2 bath Listing Presentation www.janedoe.com Example 2: Century 21 Camco Realty Jane Doe, Associate Broker ♦ 123 Main Street SE ♦ Albuquerque, NM ♦ Located just south of Historic Nob Hill and Ridgecrest ♦ Stunning remodel and addition – 2200 sf, 4 bedroom, 2 bath ♦ LISTING PRESENTATION www.janedoe.com List the 4 design principles and examples from the high quality example. 1. ______________________________________________________________________ 2. ______________________________________________________________________ 3. ______________________________________________________________________ 4. ______________________________________________________________________ List an example of branding. 20
    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT 1. ______________________________________________________________________ Activity # 3 – Class Activity Enabling Objective 5 – During training, the participant will list three ways to create presentations quicker than previously done. Total Time needed for Activity: 7 minutes Key Teaching Points: • Reinforces the 4 Design Principles • Reinforces the concept of branding • The value of templates • The value of resources • You don’t have to be a graphic designer to produce quality presentations. Each participant is asked to list the three ways to create presentations. Materials needed: • PowerPoint Presentation • Projector • Handout • Templates • Videos • checklist • Pen or Pencil Learning Styles Targeted: • Visual • Auditory • Cognitive • Kinesthetic 21
    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT Activity # 3 Three Ways to a Speedy Presentation 1. ______________________________________________________________________ 2. ______________________________________________________________________ 3. ______________________________________________________________________ 22
    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT Activity #4 – Time is Money Enabling Objective 7: During training, the participant will create a short presentation from scratch and then create a presentation utilizing the provided templates and compare times. Total Time needed for Activity: 10 minutes Key Teaching Points: • Time is money! • What’s in it for me (WIIFM) • The value of having prepared templates • The more you use PowerPoint - you become proficient Step 1 - Each participant is asked to create a PowerPoint presentation from scratch (no templates) using the same fictitious listing. Participant will be given four minutes to complete this exercise. Participant is asked to save his or her presentation. Step 2 - Each participant is asked to create a PowerPoint presentation (using templates) with the same fictitious listing that was used in step 1. Participant will be given four minutes to complete this exercise. Participant is asked to save his or her presentation. Step 3 – Each participant is asked to compare the two PowerPoint presentations they previously saved. Materials needed: • PowerPoint Presentation • Projector • Handout Learning Styles Targeted: • Auditory • Visual • Cognitive • Kinesthetic 23
    • ILLUSTRATIVE DESIGN DEVELOPMENT DOCUMENT Activity #4 Time is Money! Fictitious Listing: 820 Somewhere Rd. Corrales, NM Amazing Custom, Amazing Price 3 bedroom, 2.5 Bath, 2 living, 3 Car Fenced Acre Lot, Views! 2,620 sf, $385,000 24