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Day 1
Background & Context
Ambassador Programme
Introduction to the new psychometric guidance system
Training video - Aptitude Assessments
- Interest Inventory
- Personality Type Indicator
Training Activities
3
Day 2
Understanding the reports
Integrating into the guidance context
Tablet training
Operational Processes
The student Experience• The Launch Event• Moving Forwards
Resources - Operations Handbook & Practitioner Manual
4
19
• Improve the student assessment experience
• Improve the quality and content in the profiling report
• Improve the depth of occupational information and subject choices
• Reduce curriculum downtime for students
• Provide effective administration systems for Schools and IFF
To improve the impact of our guidance.....
Strategic context: The Foundation’s objectives
20
• Reduce the cost and increase the differentiation of our offer
• Increase market share and volume growth in core markets
• Grow new channels – direct and through schools
To underpin our vision of delivering great guidance to all....
Strategic context: The Foundation’s objectives
21
Webspace and regular Alerts and Ezines
Magazine
Guidance helpline
Launch
Psychometric profile & report
Year 11 guidance interview
Optional Guidance interview
Year 11/S4 Post school
Launch
Psychometric profile report
Year 11 guidance interview
Moving forward
Moving forward
Limited Webspace
Year 12 progress review
Magazine Magazine
Year 12/S5
Year 11/S4
“23”“15”
Strategic context: A new profile at the heart of Futurewise
Futurewise with Futurewise Profile 12/13School Options for full programme
Platinum Gold Silver
• School management system• Tutorials and lesson plans• 2 days of career adviser support• Year 9/S2 enterprise activity for year group• Year 9/S2 enterprise learning materials and
lesson plans
• Year 12/S5 progress interview• 50% discount on ISCO membership• I free place at CPD training event
• School management system• Tutorials and lesson plans• 1 day of career adviser support
• Year 12/S5 progress interview• 50% discount on ISCO membership
in first year • 1 free place at CPD training event
• Available to parents via school
£212£236 £196
School funded, whole year group
Strategic context:With ambitious targets
23
2012/13 2013/14 2014/15 2015/16 2016/170
5000
10000
15000
20000
25000
Switch - via schools New - via schools New - direct
Current level of enrolments
24
Sales Activit
y
Account
Set-Up
Profiling in Schoo
l
Guidance
Interview
Post-Profili
ng and
Interview
Activity
New order formsIntegrated
interview notes
Process tracking
More flexibility; more school engagement
No paper; new technology Moving Forward
Owned system; full control
Strategic context: Streamlined and flexible processes
Launch Event
Plus Online Assessments – UnsupervisedImpact - Inspire
Next Milestones
1. Delivery of Futurewise Profiling Software – July/August
2. Integration of Futurewise Profiling Software – June-September
3. Operational procedures and training complete – August-September
4. Futurewise Ambassador profiling and interviewing – October–November
5. Sales and marketing training – December 2012
6. Sales and marketing launch – January 2013
26
•Futurewise New Generation• Switch 0 8 (8) 55* (71)• Upsell 0 4 (4) 11 (11)• New 0 2 (2) 25
(25)
* Current number of Futurewise profiling accounts at 244
12/13 13/1411/12
Likely (Upside) Likely (Upside)
Sales and Marketing ProgrammeShort term objectives
Opportunities & Challenges- Inspire
Futurewise Ambassador schools
Autumn 2012
Sales and Marketing ProgrammeFuturewise Ambassador programme
Futurewise Ambassador programme
Engaging ‘selected’ schools which will:
…work with us to implement and integrate
…give us formal, objective feedback
…act as advocates, supporting promotion to other schools
…adopt in full going forward…
The benefits for our Futurewise Ambassador schools
• Work with us to innovate in education
• Use their expertise to embed Futurewise New Generation into the design of their career guidance programme to deliver maximum impact
• Adopt it ahead of other schools
• Share their best practice with other schools, in their role as Ambassador
LEARN
LEAD
Futurewise Ambassador schools
30
Trial Cohort
No.
Current Service Level Futurewise Ambassador Programme Type
Shrewsbury 24 BESPOKE SMALL PARALLEL COHORT Rugby 24 GOLD SMALL PARALLEL COHORT St Columba’s 65 GOLD FULL COHORT Pitsford 10 SILVER FULL COHORT Oundle 24 GOLD SMALL PARALLEL COHORT Cambridge Sixth-form 23 GOLD FULL COHORT St Edwards 24 COA SMALL COHORT Wren 24 STATE - Academy SMALL COHORT
Morpeth School 24 STATE - Teaching School SMALL COHORT Langley Park School 24 STATE - Academy SMALL COHORT King Edwards 24 STATE - Academy SMALL COHORT
1. Existing Futurewise profiling schools • Platinum • Gold• Silver• Bespoke
2. Existing ISCO members • Non profiling• Profiling with competitor eg COA/Morrisby
3. Prospects - schools with competitors• Morrisby – direct & indirect via another provider• COA• Non profiling
4. Prospects - direct to parents & students
31
Retain / up-sell and switch
Retain / up-sell offering
new tool
Recapture / Gain
Product development status: Sales & marketing objectives
Sales & marketing approach – Jan 13
Target audience
Existing schools
Prospect schools
Parents/students
Engagement method
MeetingsFollow up webinar
New business meetingsEvents
WebsiteHelpline
Marketing activity
Ambassador c/studiesSales packWebinars
Event promotionWebsite
PR
Social mediaSEOEmail
PR
32
InterestsAptitudes
Personality
Assessment DomainsIntroduction to the new psychometric guidance system
FUTUREWISE
Critical reasoning testsMeasures of potentialIndication of test strategyContemporary designLinked to the world of workOnline administrationAvailable at different levels Time & resource efficient.
Aptitude tests
FUTUREWISE
The ability to understand written information and determine what follows logically from that information.
Verbal Aptitude
FUTUREWISE
Mirrors ‘real life’ verbal materialInformation relates to different subjectsItems require analysis and interpretationKey aspect:
Professional jobsAdministrative & management Sales & marketing Engineering & computing etc.
Verbal Aptitude
FUTUREWISE
The ability to use numerical or quantitative information to solve problems.
Numerical Aptitude
FUTUREWISE
Engages ‘everyday’ numerical reasoningInformation presented in different formatsItems require analysis and interpretationKey aspect:
Commercial & financialAdministration & project managementSciencesSurveying etc.
Numerical Aptitude
FUTUREWISE
The ability to identify patterns in abstract shapes and generate and test hypotheses (divergent and convergent thinking)
Abstract Aptitude
FUTUREWISE
Concerned with holistic/inductive rather than linear reasoning
Looks at ability to focus on and switch between different levels of detail
Minimal reliance on education or languageKey aspect:
Science, maths, engineering, ITDesignProblem solving and fault identificationStrategic managerial jobs etc.
Abstract Aptitude
FUTUREWISE
Memory: Remembering sets of instructions
Accuracy: Working through problems accurately
Decision making: Making choices in a quick and accurate manner.
Memory & Attention (MAT)
FUTUREWISE
Accuracy
Speed
Low Medium High
High
7Fast and
inaccurate
8Fast and moderately
accurate
9Fast and accurate
Med
4Average
speed and inaccurate
5Average speed and
inaccurate
6Average speed and accurate
Low
1Slow and
inaccurate
2Slow and
moderately accurate
3Slow and accurateNot m
y skill
Gung-ho!Multi-t
ask
processor
Safe pair
of hands
MAT Speed and Accuracy
FUTUREWISE
Concerned with memorising, retaining and applying rules to make accurate decisions
Looks at ability to complete more than one task at a time, i.e. multi-tasking
Recognises link between memory and effective learning
Key aspect: Information intensive and time-critical jobsJobs with multiple rule setsJobs with ‘critical’ rule sets etc.
Memory & Attention (MAT)
FUTUREWISE
Level-2 basics
Number of items
Performancetime
Reliability
Verbal 32 12 0.80
Numerical 28 12 0.84
Abstract 50 10 0.87
MAT 50 15 0.88-0.93(depending on scale)
Aptitude Tests
FUTUREWISE
ClosedTests
OpenTests
1
2
General population - top 95%
1
Further education - top 60%
2
Undergraduates - top 40%3
Post grad - top 10%
4
Levels and versions
FUTUREWISE
GCSE equiv.
A-level equiv.
Undergraduate
Postgraduate
Common scale
Develop a common scale
FUTUREWISE
NUMERICALstandardised score
Percentiles Level 1GCSE
Level 2A-Level
Level 3UG
Level 4PG
.. .. .. .. ..
.. .. .. .. ..101 78 58 31 14105 84 67 43 23106 85 69 46 26107 86 70 49 29108 87 71 53 32109 88 72 55 35110 89 74 57 37111 90 75 59 39112 90 76 62 41113 90 78 65 44114 91 79 67 47115 92 80 69 50116 92 81 71 53
.. .. .. .. ..
Sample size: 1773 3018 1817 930
Common Scale
FUTUREWISELEVEL OF CONCEPTUAL PROCESSING
EDUCATIONAL
LOADING
Low Medium High
High
Med
Low
Verbal
Numerical
AbstractMAT
Mapping Aptitude Tests
FUTUREWISE
Test type: closed or openMode of administration: supervised or
unsupervised Nature of delivery: modular and online Location: formal sessions, careers lessons,
homework periods, at home etcTypical ‘administration’:
V,N,A (Level-2 closed), MAT CII TDI (pictorial)
Performance time = 80-90 minutesTotal time = 120 minutes.
Test Administration
FUTUREWISECareer Interest Inventory
machines, hands-on, outdoor
teamwork, helping,instructing
creative,artistic,
self-expression
business, managing,
influencing
theories, research,science
organising, numbers,
details
FUTUREWISE
Interests profile based on responses to 36 normative and 15 ipsative RIASEC items (51)
Fine tuning through additional ‘importance’ and ‘skill’ items (28)
Performance time = 20-25 minutesReliability = 0.71-0.93 (depending on scale)
Normative and ipsative results profile
Career Interest Inventory
FUTUREWISE
‘Low’ results‘Flat’ results‘Mismatched’ interest themesThemes ‘mismatched’ with personalityThemes and occupational
suggestions.
Career Interest Inventory
FUTUREWISE
Charts and narrativeTen point scale Estimated, extended time or missing resultsVNA narrative – all combinations and implicationsMAT narrative – all combinations and implicationsCII narrative – ‘top’ two and ‘bottom’ themeCII top two themes linked to TypeSTEN, percentile & grade for aptitude tests (AR)Link to common scale for V,N&A tests (AR)Speed & accuracy information for V,N&A tests (AR)Ipsative and normative career interests results (AR)
…
Reports - A & I
Holland's Occupational Themes
63
Enterprising(persuaders)
Investigative(thinkers)
Social(helpers)
Conventional(organisers)
Realistic(doers)
Artistic(creators)
Holland - Realistic
R occupations include:• Carpenter• Cook• Electrician• DT Teacher• Materials Engineer• Mechanical Engineer• Paramedic
Characteristics...• Value nature, common sense, honesty, practicality• Are reliable, straightforward, self-reliant, generally conservative in political opinions• Enjoy manual and mechanical activities, using machines, tools, and objects
64
Holland – Investigative
I occupations include:• Chemical Engineer• Computer Programmer• Drafter• Laboratory Assistant• Pharmacist• Surgeon• Systems Analyst• Veterinary Surgeon
Characteristics...• Value inventiveness, accuracy, achievement, independence• Are curious, logical, precise, analytical, reserved• Enjoy analytical or intellectual activity and learning by reading, study or investigation
65
Holland - Artistic
A occupations include:• Advertising Executive• Architect• Author• English Teacher• Film Editor• Interior Designer• Musician• Photographer
Characteristics...• Value beauty, self-expression, imagination, creativity• Are creative, independent, open, unconventional, original• Enjoy creative work in music, writing, performance, sculpture, intellectual work
66
Holland – Social
S occupations include:• Careers Adviser• Primary School Teacher• HR Manager• Nurse• Occupational Therapist• Police Officer• Psychologist
Characteristics...• Value service to others, fairness, understanding, empathy• Are friendly, trusting, helpful, kind, generous, warm• Enjoy working with others, prefer team approaches and will sacrifice personally to
forward the group goals
67
Holland - Enterprising
E occupations include:• Financial Adviser• Economist• Lawyer• Business Management• Sales & Marketing Manager• Events Planner• Stockbroker
Characteristics...• Value success, status, responsibility, initiative• Are ambitious, extroverted, enthusiastic, persuasive, self-confident• Enjoy leading, selling, motivating, persuading others, producing a lot of work
68
Holland – Conventional
C occupations include:• Accountant• Building Inspector• Editorial Assistant• Engineer• Investment Analyst• Librarian• Mortgage Adviser• Website Editor
Characteristics...• Value accuracy, honesty, persistence, order• Are practical, efficient, generally conservative, attentive to detail• Enjoy working with things, numbers, or machines to meet precise standards
69
FUTUREWISEPersonality - Objectives
1. To help you understand why the personality component is important
2. To address any questions you may have concerning what it does
3. To equip you with answers that may arise when discussing personality in relation to the new reports
FUTUREWISEWhat we will cover
1. What is personality?2. Why it is important?3. When can it be measured – at what age?4. How can it be measured?5. Where should administration take place?6. Who needs to administer the assessments?7. Principles of how personality influences the
job selection algorithm
Six Honest Serving MenI KEEP six honest serving-men
They taught me all I knewTheir names are What and Why and When
And How and Where and Who Rudyard Kipling
FUTUREWISEWhat is Personality?
What you do
What you feel
What you prefer
What you want
What you think
What you value
What you are interested in
What you are good at
FUTUREWISE
1 3 2
Personality and Behaviour are linkedbut
they are not the same thing
Context
Behaviour
Preference
Personality/behaviour?
FUTUREWISE
I am a housewife
'I'm a Research Associate in the field of Child Development and Human Relations
I have a continuing program of research both in the laboratory and in the field. I am working for my Masters and I already have three credits obtained over the last 6 years. Of course, the job is one of the most demanding in the field of psychology and the humanities.
I often work 14 hours a day or more but the job is more challenging than most run-of-the-mill careers and the rewards are the satisfaction rather than the money.'
What is it?
What I do is not who I am!
FUTUREWISE
Trait versus Type – the secret to 48 questions
Something that has ….
How many legs?How long?Does it have long hair?Does it have hooves?
What is it?
A cat
What is it?
FUTUREWISE
What do you do?
What do you think?
How often do you do that?
What do you like/prefer?
What really matters?
How do you do it?
How do you react?
Is that typical?
What kind of questions?
FUTUREWISEWe ask questions
Do you do lots of different things
… or would you rather do just one thing
Would you rather do lots of different things
… or do you focus on just one thing
FUTUREWISE
Extraversion – Introversion
Sensing – Intuition
Thinking – Feeling
Judging – Perceiving
Summary of the TDI
FUTUREWISE
AGE 12 TO 16
N 947
E I
E/I 80.36 19.63
S N
S/N 52.9 47.09
T F
T/F 37.17 62.82
J P
J/P 42.23 57.76
17 TO 19
7733
E I
69.41 30.6
S N
63.99 36.02
T F
45.64 54.37
J P
55.42 44.59
Adults
E I
56.1 43.9
S N
62.4 37.6
T F
51.7 48.3
J P
50.8 49.2
When can we measure?
FUTUREWISEThe question of change
Context
Age/Maturity
Personality
Personality
Context Personality
Context
Context Personality
Behaviour influences
FUTUREWISEWhat Jung really said
We are complex, adaptable beings, so our personality type can only predict ways we might prefer to behave in a given situation. It does not determine them. Life is like a game of cards. The hand you are dealt is determinism; the way you play it is free will ……
We are not limited by our type; it’s all there and available to us. Our focus is on preference.
FUTUREWISE
Inspector
ISTJ
Protector
ISFJ
Guides
INFJ
Investigator
INTJ
Surveyor
ISTP
Supporter
ISFP
Idealist
INFP
Architect
INTP
Trouble Shooter
ESTP
Energiser
ESFP
Improviser
ENFP
Catalyst
ENTP
Co-ordinator
ESTJ
Harmoniser
ESFJ
Adviser
ENFJ
Executive
ENTJ
Some reminders
FUTUREWISE
Type and Kolb’s Learning Cycle
ReviewReflect
Generate Options
Experiment Test
Experience Do
Some reminders
FUTUREWISE
Introvert
Extravert
Sensing Intuition
Time and space
Facts and Details
Preparation
Personal
Theoretical
Thoughtful
Original
Big Picture
Involvement
Novelty
Possibilities
DiscoveryTangible Outcomes
Fast Pace
Interactive
Practical
Clarifying
ExploringActivating
Innovating
Some reminders
FUTUREWISE
THINKING
SENSING INTUITION
FEELING
Dominant
Auxiliary
Inferior
The dominant
Every type has an order of priority/ development e.g. T, S, N, F
FUTUREWISEReview Objectives
1. To help you understand why the personality component is important
2. To address any questions you may have concerning what it does
3. To equip you with answers that may arise when discussing personality in relation to the new reports
Type opposites exercise
Extraversion & Introversion
Sensing & and iNtuition
Thinking & Feeling
Judging & Perceiving
109
Day 2
Understanding the reports
Integrating into the guidance context
Tablet training
Operational Processes
The student Experience• The Launch Event• Moving Forwards
Resources - Operations Handbook & Practitioner Manual
112
FUTUREWISE
A The big picture Charts that show your results at a glance
B Overview Quick written summary of your results
C You and work Aspects of the world of work that may suit you
D You and learning Your preferred approach to learning
E You and careers Career suggestions linked to your results
F You and subject choice How your subject choices match your career suggestions
G Adviser's comments Your careers adviser's comments and a check list
Reports – P
Understanding the Reports
There will be 3 versions of report available per each individual who completes the assessments
114
Pre-Interview Report
Guidance Notes from Interview
Student’s Final
Report
Career Adviser’s
Information
Career Adviser’s
Report
Pre-Interview Report | Section A The Big Picture (p.2-3)
• Visual representation
• Overview of personality, general aptitudes and career interests
• White bars indicate the range for each score
• Results compared to A Level, Scottish Highers, IB or equivalent
115
Pre-Interview Report | Section B Overview (p.4-6)
• Narrative overview of personality, general aptitudes and career interests
• Grey boxes hold variable text – personalised to the student’s results.
116
Pre-Interview Report | Section C You and Work (p.7-9)
• Narrative description of the student’s preferred workplace
• Based on Personality Type and preferences in respect of six work-related competencies
• Brings together personality and interests at the end of the section
117
Pre-Interview Report | Section D You and Learning (p.10-11)
• Narrative description of the student’s learning style
• Based on Personality Type
• Diagram illustrates the four main approaches that make up the Learning Circle
• Most and least preferred approaches to learning identified
118
Pre-Interview Report | Section E You and Careers (p. 12-16)
• Career Suggestions focus
• Job Family clusters
• First table presents main 15 jobs with fit against personality, interests and aptitudes
• Further tables show additional career suggestions based on primary inputs: personality, interests and aptitudes
119
Pre-Interview Report | Section F You and Subject Choice (p.17-23)
• Describes post-16 and post-18 academic subject requirements for main 15 career suggestions
• Shows subjects likely to be essential and useful for each job
• Second tables show main suggestions mapped to subjects and student registration information
• Facilitating subjects separated from other subjects
120
Student Report Adviser’s Comments – Section G
• Adviser’s comments will be incorporated
• Actions with appropriate deadlines
• Resources can be indicated on the Starting your Research page
121
Careers Adviser Report Demographic Information
122
• This will include the following:
• Background information
• Details of any disabilities
• School notes regarding assessment
• Information on specific assessment settings
• Subjects being studied/interest in studying
• Major interests & achievements
Understanding the full Student Report
Once the student has had their interview, the Career Adviser will then upload their guidance notes and the full Student
Report will be available for download
124
Guidance Notes uploaded to system by
Career Adviser
Student Full
Report
Pre-Interview Report
Interpreting the reports
Discussion
How would you incorporate the report in the guidance interview?
Highlight key areas to investigate/discuss with the student in each report
Which action points would you note for each student?• What is important to the student, type, ability etc.• Subjects• Learning style
Guidance notes
125
Tablet Technology Training
• New technology is key • Easy access to reports
and other online resources for student
• Aim is to increase student engagement, not let it become barrier in guidance interview process
126
Operational Processes An Overview
127
Sales Activity
Account Set-Up
Profiling in School
Guidance Interview
Post-Profiling
and Interview Activity
Operational Processes Sales Activity
128
Sales Activity
Account Set-Up
Profiling in School
Guidance Interview
Post-Profiling
and Interview Activity
• Field staff meet with school to discuss Futurewise New Generation solution
• Sale agreed with school and ‘T2 order form’ is completed, which details the exact requirements for school (i.e. cohort size etc)
• ‘T2 order form’ sent to HQ ready for account to be set up
Operational Processes Scheduling Options for Schools
• Complete flexibility when scheduling assessments
• Can be done in one session or up to six sessions if preferred
• Students can complete assessments at school or home,
or a combination of both
• Dashboard on homepage will always give up-to-date
information about what a student has completed and what they
have left to do
129
Operational Processes Assessment Options for School
Schools will be able to choose from the following options:
• Different levels of assessment depending on student group
• A number of assessment groups can be set up –
school have flexibility to structure according to cohort age range,
ability levels, tutor groups, houses etc.
• Assessments can be either supervised or open – at the
discretion and control of school
130
Operational Processes Report Options for School
Schools will have the following choices for report distribution:
• Reports can be available for download or email immediately
after a student has completed assessments
• Reports can be suppressed until a set date chosen by the
school
• Reports can be available only when requested manually from
the Reports page of system
131
Operational Processes Account Set Up
132
Sales Activity
Account Set-Up
Profiling in School
Guidance Interview
Post-Profiling
and Interview Activity
• HQ create new account for school and register their intention to profile on new Futurewise system
• Assessment package options set, as per T2 form
• Schools are briefed on using the system for themselves
• Schools communicate with students and parents about profiling
• School sets assessment dates and report parameters
Operational Processes Profiling in School
133
Sales Activity
Account Set-Up
Profiling in School
Guidance Interview
Post-Profiling
and Interview Activity
• RC/RD hold Launch Event in school to set the tone and clarify the purpose and context of Futurewise New Generation
• Students receive email with details of how to register
• Students self-register on system – either supervised or at home
• Students complete all assessments – either supervised or at home
• Schools and IF staff can monitor progress and send out reminder emails if appropriate
• Students can access their Pre-Interview report and prepare for guidance interview
Operational Processes Guidance Interview
134
Sales Activity
Account Set-Up
Profiling in School
Guidance Interview
Post-Profiling
and Interview Activity
• RC/RD download Career Adviser reports in preparation for guidance interview
• Student has Guidance Interview in school (either by IF staff or by school staff)
• Career Adviser uploads guidance notes into system using new Tablet or equivalent technology
• Full report is generated and, depending on set-up, the student is then emailed a link to their report
• Report also sent to parent if their email address has been added by the school
Operational Processes Post-Activity
135
Sales Activity
Account Set-Up
Profiling in School
Guidance Interview
Post-Profiling
and Interview Activity
• Student is able to access current Futurewise web space to view their results and other resources
• Moving Forwards session held in school to highlight ongoing opportunities of FW NG, i.e. further guidance interview in sixth form, Courses & Events, IAG Helpline
• RD/RC review service with school at Annual Review, including Impact Questionnaire feedback
Demo Process
• Student logs in, completes assessments – see Registration and Dashboard
• Student review Pre-Interview Report• Download CA Reports or View Online• Enter Interview Notes• Student views Final Report
137
Futurewise New Generation
The student experience
Launch Event
Registration/sit assessments
Receive report
Guidance interview
Moving Forward Event
138
Launch Event
A preparation session for students about to take FNG (Gold Schools only but all Ambassador Schools)
Launch Event is an important component of the overall
- to introduce concept of online profiling as an introduction to world of work
- results to inform & guide future choices
- blend of personality, abilities, interests
@40 minutes +/- delivered to year group
139
Moving Forward Event
Still in development – end Sept.
Concept is modular from 1 lesson to ½ day
Delivered after the profiling and 1:1 guidance interview
Elements to include:• FW website• Job research skills• Learning style• Future options
Ideal scenario will include use of computers to access elements from the website with the aim of understanding how to get the most from their report and membership
140