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Sagely training workshop
This document outlines the agenda for a Sagely Web Training workshop aimed at creating a more organized and informative senior living community. The agenda includes an icebreaker, overview of Sagely, demonstrations of and practice with administrative information input, calendars and events, published calendar templates, newsletters, TV slides, and working on the Sagely community. Participants will provide feedback and there will be a closing evaluation.
Sagely training workshop
- 1. Sagely Web Training Workshop Creatinga more organized and informative Senior living community
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- 3. Agenda Sagely Overview Check LoginCredentials Administrative Information input • Demonstration • Staff input Calendars and Events • Demonstration • Practice & Feedback (Gather and organize) Published Calendar Templates • Demonstration • Practice & Feedback (Calendar Template) Newsletters • Demonstration • Practice & Feedback (Newsletter Sketch worksheet) TV slides • Demonstration • Practice & Feedback (TV Slides Template) Work on Sagely Community Closing & Evaluation
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- 5. Community Login Access thesagely app here
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- 17. Work on SagelyCommunity
- 18. Wrap up &Evaluation
Editor's Notes
- #3 During this time, staff will introduce themselves to the group (name and their role in the community). Presenter will show the meme and give staff time to share with the group about any stressful situations. The presenter will bring it back by explaining how Sagely can alleviate a lot of organization issues in their senior living community.
- #4 Agenda of the training module
- #5 The instructor will give ask the staff to pull up their completed KWL (L portion will be completed at the end of the training) chart of what they know about sagely and what they want to know. Instructor will ask people to share as a group. After sharing, the instructor will give brief overview of what sagely has to offer.
- #6 The instructor will remind staff of their login credentials received in their welcome email and show them how to login/reset password. The instructor will give the staff time to login and observe for any arising issues.
- #7 After everyone is successfully logged in the instructor will go right into the presentation by going into the administrative tab. The Instructor will explain each subcategory in the tab and demonstrate how to complete each. Community settings- This is the community’s location information and link to the community’s website. You can also upload your own logo to be displayed in the calendar templates, newsletters, and tv signs. User Management- By clicking the + sign you can add and give community staff access to the sagely account and providing them with different roles within the sagely account. The different roles are administrator (they can go into the sagely account create, update, deleted other users and community tags), Calendars (can create, update, and delete events and calendars in the community), and Publisher ( can view create, update and delete prints, digital signs and calendar templates).
- #8 The Instructor will continue to explain each subcategory in the tab and demonstrate how to complete each. Locations- This subcategory is to add locations to the different events on your calendar. This will also display on the calendar legend. Allows residents to easily see where your events will take place throughout the community. Clicking the + you can create a location give it a name, choose to have it absent from the legend or be represented by abbreviation. Tags- This subcategory is also for legend purposes and allows your residents to see what type of events you will be hosting. For example, you may have a chair yoga event this could be identified as a physical event and represented with a physical tag for your residents to see on the calendar templates. You name your tags, give it a dimension, and have it represented by an abbreviation or icon (if icon is chosen, you can color customize it).
- #9 The last subcategory in the administrative tab is instructors. This is optional for the staff. The instructor will demonstrate how to add new instructors and explain its purpose. By clicking the + you can create a list of instructors that you anticipate hosting events at your community. You can add instructors to the different events that you create on your calendar. Adding instructors will not give them access it is strictly to inform your residents who will be teaching/hosting that event. The instructor will then give the staff 15 minutes to complete their administrative information.
- #10 The Instructor will introduce the Calendar and Events tab then demonstrate how to add calendars and events in the calendar tab. Instructor: “The Calendar tab is an essential piece to successfully manage an engaging activity plan in Sagely. Calendars can be viewed on the Month, Week and Day level. Adding calendars will enable you to organize your events by associating the Calendar with a name, color and calendar type (Normal or Holiday). Once you have created the necessary calendars for your community, you can start adding events. To add an event, click on the day you would like for it to start. You can add an event name, location, time and frequency of the event, add tags, instructors, and the calendar you wish to add the event to.” Key points: Calendar must be named according to the levels of care, Make sure your calendars are different colors to be easily identified, best practices to not delete calendars but to archive so you do not lose resident information
- #11 Instructor will remind staff of the Gather and Organize worksheet they received in their welcome email. The instructor will prompt the staff to complete the worksheet within 15 minutes. After the 15 minutes staff will have time to come back as a group and share what they have in order to receive feedback from instructor and/or peers. Gather and organize worksheet – an organizer for the staff to organize the appropriate information to complete their calendar and events tab on their sagely account.
- #12 The instructor will demonstrate how to create/add calendar templates. The calendar template is for staff to print a physical copy of the calendar (includes notes, names of instructors, tag and location legend) for residents and/or family of residents. Staff will also have the option to generate a shareable link to post on their community’s social media. This subcategory is located under the publish tab on Sagely. The instructor will show staff the different customizable pieces for the calendar templates. Staff will have the options to create daily, weekly, and monthly templates. The instructor will demonstrate how to use the different informative features within the block types ( Text, blank, community logo, contact info, image, inspirational quote, location legend, notes, tag legend).
- #13 Instructor will remind staff of the Calendar Template Sketch worksheet they received in their welcome email. The instructor will prompt the staff to complete the worksheet within 15 minutes. After the 15 minutes staff will have time to come back as a group and share what they have in order to receive feedback from instructor and/or peers. Calendar Template Sketch worksheet – an organizer that allows staff to sketch their ideas they have for one calendar template so that they can later transfer it onto their sagely account.
- #14 The instructor will demonstrate how to create/add newsletters. The newsletter is for staff to print a physical copy of the newsletter for residents and/or family of residents. Staff will also have the option to generate a shareable link to post on their community’s social media. This subcategory is located under the publish tab on Sagely. The instructor will show staff the different customizable pieces for the newsletters. Staff will have the options to create newsletters for the different level of cares they serve. The instructor will demonstrate how to use the different informative features within the block types ( Text, image, spotlight, list, quotes of the month, features events, header).
- #15 Instructor will remind staff of the Newsletter Sketch worksheet they received in their welcome email. The instructor will prompt the staff to complete the worksheet within 15 minutes. After the 15 minutes staff will have time to come back as a group and share what they have in order to receive feedback from instructor and/or peers. Newsletter Sketch worksheet – an organizer that allows staff to sketch their ideas they have for one Newsletter so that they can later transfer it onto their sagely account.
- #16 The instructor will demonstrate how to create/add tv slides. The tv slides are for staff to broadcast messages to the tv’s located throughout the community (ex. Common areas and resident’s rooms). This subcategory is located under the publish tab on Sagely. The instructor will show staff the different customizable pieces for the TV slideshows. Staff will have the options to create TV Slideshows for the different level of cares they serve. The instructor will demonstrate how to use the different informative features within the different slides ( text, image, events, weather, and video). The instructor will also show staff how to download the Sagely 2.0 app to install onto their firestick and how to retrieve their registration codes.
- #17 Instructor will remind staff of the TV Slideshow Sketch worksheet they received in their welcome email. The instructor will prompt the staff to complete the worksheet within 15 minutes. After the 15 minutes staff will have time to come back as a group and share what they have in order to receive feedback from instructor and/or peers. TV Slideshow Sketch worksheet – an organizer that allows staff to sketch their ideas they have for one Tv Slideshow so that they can later transfer it onto their sagely account.
- #18 Instructor will give the staff 35 minutes to go in and complete their sagely community according to the rubric created. Because of the lack of time, the instructor will return the graded rubric to the staff within 3 business days of the training.
- #19 The instructor will direct staff to the Sagely learning center for any questions they may have while working on their sagely account during their own time. The instructor will give the staff this time to complete the L portion of the KWL chart and the evaluation checklist. These items will be emailed to the instructor to act as feedback for the training module.