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2003 SSBF: Methodology Appendix GG Screen Reader version ♣
Appendix GG
Agenda for Main Interview Training
Main Questionnaire Interviewer Training Agenda
| Module | Topic | Training Goals | Format | Trainer | Duration | Time | |
|---|---|---|---|---|---|---|---|
| 1 | Welcome and Introductions | Relax the training room environment by re-introducing the interviewing staff through a simple icebreaker activity. | Group activity | CE | 30 minutes | 8:30 -
9:00 am |
|
| 2 | Overview of Questionnaire and Worksheet | Review the contents of the worksheet mailing, the sections of the worksheet and the sections of the main interview questionnaire. | Lecture and Demonstration | CE | 45 minutes | 9:00 -
9:45 am |
|
| 3 | Questionnaire Conventions | Discuss the following questionnaire conventions: verifying dollar amounts in words, using the exception key for hard range check failures, using 0, using -1, and using the breakpoint function. Complete exercise on translating amounts expressed in words to numeric dollar amounts. | Lecture and
Exercise |
CE | 30 minutes | 9:45 - 10:15 am | |
| BREAK | 15 minutes | 10:15 - 10:30 am | |||||
| 3 | Questionnaire Conventions (Continued) | Introduce and demonstrate the Institution Look-up. | Lecture and
Demo |
BB | 30 minutes | 10:30 - 11:00 am | |
| 4 | Questionnaire Section I, Characteristics of the Firm | Become familiar with and practice administering the questions in Section I Characteristics of the Firm, and the zip code look-up application. Understand the effects of a screener done by an owner versus a proxy respondent. Become familiar with QxQ's. | Lecture and Round Robin Mock Interview | BS - Lecture
TD/TL - Mock |
60 minutes | 11:00 - 12:00 pm | |
| LUNCH | 30 minutes | 12:00 - 12:30 pm | |||||
| 5 | Duo Mocks: Section I | Reinforce concepts learned in Module 4. Gain additional practice administering Section I. | Duos | ALL | 45 minutes | 12:30 - 1:15 pm | |
| 6 | Subsection E: Use of Deposit Services
and F: Use of Credit and Financing |
Become familiar with the roster building sections of the questionnaire and the institution look-up application. Discuss and demonstrate proper handling of refused institution names. Stress importance of not entering duplicate institutions. Become familiar with QxQ's. | Lecture and Round Robin | BB - Lecture
TD/TL - Mock |
60 minutes | 1:15 -
2:15 pm |
|
| BREAK | 15 minutes | 2:15 - 3:00 pm | |||||
| 7 | Duo Mocks: Subsection E & F | Reinforce the concepts learned in Module 6. Gain additional practice administering Subsections E and F. | Duos | ALL | 60 minutes | 3:00 -
4:00 pm |
|
| 8 | Subsections MRL: Most Recent Loan, and G: Use of Other Financial Services | Become familiar with the concepts and mechanics of the Most Recent Loan and Use of Other Financial Services sections | Lecture and Round Robin | Bob Blessing - Lecture
TD/TL - Mock |
45 minutes | 4:00 -
4:45 pm |
|
| 9 | Wrap-up/Agenda for Day 2 | Briefly cover the agenda and training location for Day 2. | Lecture | BB | 15 minutes | 4:45 -
5:00 pm |
|
| Module | Topic | Training Goals | Format | Trainer | Duration | Time |
|---|---|---|---|---|---|---|
| 10 | Review of Day 1 | Review the concepts covered in Day 1 and the agenda for Day 2. Answer trainee questions about Day 1 material. | Lecture and Group Discussion | CE | 30 minutes | 8:30 -
9:00 am |
| 11 | Duo Mocks: Subsections MRL and G | Reinforce the concepts learned in Module 8. Gain additional practice administering Subsections MRL and G. | Duos | ALL | 45 minutes | 9:00 -
9:45 am |
| BREAK | 15 minutes | 9:45 - 10:00 am | ||||
| 12 | Mock Interview of Questionnaire Subsection H (C-Corp) | Become familiar with gathering information about each institution and the institution look-up application. Become familiar with QxQ's. | Lecture and Round robin | BB - Lecture
TD/TL - Mock |
90 minutes | 10:00 - 11:30 am |
| 13 | Duo Mock: Section H (C-Corp) | Reinforce concepts learned in Module 12. Gain additional practice administering Subsection H. | Duos | ALL | 30 minutes | 11:30 - 12:00 pm |
| LUNCH | 30 minutes | 12:00 - 12:30 pm | ||||
| 13 | Duo Mock: Section H (C-Corp) Continued | Reinforce concepts learned in Module 12. Gain additional practice administering Subsection H. | Duos | ALL | 30 minutes | 12:30 - 1:00 pm |
| 14 | Trade Credit and New Equity Investments | Become familiar with the Trade Credit and Equity Investments subsections of the questionnaire. Become familiar with QxQ's. | Lecture and Round robin Mock | Bob Blessing - Lecture
TD/TL - Mock |
30 minutes | 1:00 -
1:30 pm |
| BREAK | 15 minutes | 1:30 -
1:45 pm |
||||
| 15 | Duo Mock: Trade Credit and New Equity Investments | Reinforce concepts learned in Module 12. Gain additional practice administering Subsection L. | Duos | ALL | 30 minutes | 1:45 -
2:15 pm |
| 16 | Overview of Income & Expenses and Balance Sheet | Become familiar with the Income and Expenses Subsection of the Questionnaire and the QxQs for this section. | Lecture | CE | 60 minutes | 2:15 -
3:15 pm |
| 17 | Mock Interview: Income & Expenses, Balance Sheet, Credit History, & R Payment | Become familiar with the Balance Sheet Subsections of the Questionnaire. Discuss electronic filing of tax forms and how to prompt for record look-up, contents of the tax info boxes and references to the Worksheets. Become familiar with QxQ's. | Round robin | TD/TL | 45 minutes | 3:15 -
4:00 pm |
| 18 | Duo Mocks: Income & Expenses, Balance Sheet, Credit History, & R Payment | Reinforce concepts learned in Module 17. Gain additional practice administering Subsections P, R, S, T and U. . | Duos | ALL | 60 minutes | 4:00 -
5:00 pm |
| Module | Topic | Training Goals | Format | Trainer | Duration | Time |
|---|---|---|---|---|---|---|
| 19 | Review of Day 2 | Address any questions/comments the interviewers have from Day 2. | Open discussion | CE | 30 minutes | 8:30 - 9:00 am |
| 20 | Duo Mock - Part 1: Sole Proprietorship | Acquaint trainees with the differences in the questionnaire for sole proprietorships. Practice administering the questionnaire to a sole proprietorship. | Lecture/Duo | ALL | 60 minutes | 9:00 - 10:00 am |
| BREAK | 15 minutes | 10:00 - 10:15 am | ||||
| 21 | Gaining Cooperation | Review basic principles of gaining the respondent's cooperation and avoiding refusals. Discuss screening experience in gaining cooperation. Review SSBF Commonly Asked Questions and Questionnaire Timing Job Aid. | Lecture and Group activity | BB | 45 minutes | 10:15 - 11:00 am |
| 22 | Duo Mock - Part 2: Partnerships | Acquaint trainees with the differences in the questionnaire for partnerships. Practice administering the questionnaire to a partnership. | Lecture/Duo | ALL | 60 minutes | 11:00 - 12:00 pm |
| LUNCH | 30 minutes | 12:00 - 12:30 pm | ||||
| 22 | Duo Mock - Part 2: Partnerships (Continued) | Practice administering the questionnaire to a partnership | Lecture/Duo | ALL | 60 minutes | 12:30 - 1:30 pm |
| 23 | Confidentiality | Review confidentiality statements in worksheet materials. Review confidentiality and the D&B non-monetary incentive. Remind the interviewers of the confidentiality statement that they signed and how to use confidentiality to prompt response in sensitive areas of the questionnaire. offering. | Lecture and Round Robin Activity | CE | 30 minutes | 1:30 - 2:00 pm |
| BREAK | 15 minutes | 2:00 - 2:15 pm | ||||
| 24 | Using the TNMS for the Main Interview | Discuss call records and disposition codes for the main study. Complete disposition code and call record exercise. | Lecture and Exercise | TL | 60 minutes | 2:15 - 3:15 pm |
| 25 | Missed Financial Institutions | Review the protocol for collecting data about financial institutions that the respondent recalls after Sections F and G are completed. | Lecture | BB | 30 minutes | 3:15 - 3:45 pm |
| 26 | Production Goals and Performance Evaluation | Review production goals and performance evaluation criteria for main interview. Also review charge codes, and other administrative details. | Lecture/Q&A | BB | 30 minutes | 3:45 - 4:15 pm |
| 27 | Final Exam and Training Evaluation | Assess effectiveness of training, both objectives (via the exam) and subjectively (via trainees' evaluation). | Written Exercise | CE | 30 minutes | 4:15 - 4:45 pm |
| 28 | Wrap-Up | Bring training session to a close. Answer any final questions trainees may have. | Group Discussion | CE | 15 minutes | 4:45 - 5:00 pm |
| 29 | Schedule Certification Mock Interview | Have the interviewers recall their login procedure and TNMS/CATI functions. Have the interviewers complete the certification mock for S-Corps. | Discussion with Supervisor | TL/TD | As needed | 5:00 pm |
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