trainers guide sample

NAME OF PRODUCT

And COURSE

Trainer’s Guide

Version 1.8

Duration of ILT Course: 1 Day

Trainer’s Guide

© 2002 – Company Global Learning Platform of 9

Course Details

Course Name PRODUCT Content & Navigation

Duration 1 Day

Pre-requisites User must have a PRODUCT login ID and password.

Pre-work Process for communication N/A

Task N/A

When completed N/A

Document Control

Document created by David.Quackenbush

Date Aug, 15 2013

Version 1.5

Location 3 Times Square New York NY

Trainers David Quackenbush

Previous Version Log Version number Date Change Overview

1.0 July 21

1.3 Aug 11

1.5 Aug 15

Legend

Activities Highlight all activities GREEN

Visual Aids Highlight all visual aids PINK

Important points Highlight all important points YELLOW

Discussion topics Highlight all discussion topics GRAY

Demonstration Highlight all demonstrations RED

Handouts Highlight all handouts BLUE

Trainer’s Guide


Duration Title of Module /Topic Activity Visual Aids

Reference Materials

4-Mat Quadrant Modalities

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Welcome/Agenda/Objectives Wall Charts Participant Gd

Objective

4-Mat Content Trainer’s notes

Welcome. Greet the class participants and determined that they are in the correct course. PRODUCT for content and navigation.

Icebreaker. Possible a icebreakers are to introduce individuals and have them explain the current job role and the previous job role before the PRODUCT merger. This icebreaker will lead in to the PRODUCT solutions exercise for the first module. Since the first module will cover workspaces and work flows, the instructor should request participants to give examples of the types of clients that they service.

Objectives.

Identify the Target Markets & Audiences and recommend the appropriate PRODUCT product for each.

Demonstrate common functionality, navigation & content for the PRODUCT suite of products

Deliver an ‘Elevator Pitch’ style demonstration on PRODUCT

Agenda.

Client Segments or Target Markets

PRODUCT Solutions

Components of the Workspace

Navigating in PRODUCT

Customizing -Fixed Services, Desktop Services, Pages & Groups

The Flex Monitor

News in PRODUCT

The Charting Service

Workspaces for Client Roles

Connect. For the connect the instructor should create a flip chart sheet to hold the concerns and expectations for each of the participants dispense Post-it notes to list their individual concerns and expectations and post them on the wall

Recommendation for the agenda - individual placards posted on the wall in the correct order of the modules. Recommended to include breaks and lunch times as individual placards.

Good Idea to explain that the Trainer understand the desire to ask questions that come up during each module – like entering a symbol with an exchange code

However, participants should write the question down to ask it at the end of the module. Chances are it will be covered in the module or a future one.

Trainer’s Guide



Reference Materials


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Target market and work flows Matching Cards/Charts Participant Gd

Objective After completing this Module/Topic the participant should be able to match the PRODUCT Segments to the Target Market/job role that directly relates to each segment.


Why

What

How To

What If

Ask Participants – Why is it necessary to associate a job role to a specific segment of the client market?

Ask participants if they believe that the job roles will be different in the target markets for Company products as they are in the target markets for Thomson products. Allow a short time for discussion then begin the exercise.

Use details as laid out in the document Exercise 1 to have participants assign the job roles to the Thomson segments. The exercise details examples of where the job roles should fall in the Thomson segments.

The cards and placards will be arranged by the individual participants or teams.

Pose this question to the participants “Can you think of any job roles as we use them for Company products that do not fit into the segments as they're used for the Thomson products?”

Allow for a short discussion and encourage explanations for the examples given.

Use the Company Family of Products table in the Participant Guide to illustrate how Company segments clients.

This will work to show the contrast with the Thomson Segments being done with the Workspaces instead of Products.

NOTE – be sure to explain that PRODUCT is one product that provides workspaces (files & Services) that meet the segments needs. Company has multiple products for multiple client segments/families.

Trainer’s Guide



Reference Materials


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PRODUCT Solutions Exercise Participant Gd X X X X X X X

Objective After completing this Module/Topic the participant should be able to list the differences between thick and thin net -- logon to the thin net application -- identify workspaces for job roles.


Why

What

How To

What if

The login used by internal users of PRODUCT is a Sales Demo log in and provides access to all the workspace available for the individual workflows/job roles. It will be useful for participants to quickly identify the workspace for the client they are currently working with.

Instruct participants the purpose of the module will be to compare existing Company products with existing PRODUCT workspaces.

Answer questions in participant guide. Participants can fill in the table with their own idea of the services or products available from Company that meet the same needs that the Thomson workspace meets. The completed participant guide with the answers will include options for each of the segments in the table.

Propose to the participants that there may be a workspace that does not directly associate to a product or service available from Company. Ask them what they would do for the client to meet the needs that is not met by the Company product.

ANS – suggest contacting the Acct Mgr for other products that will meet the clients needs fully.

Participants are required to have their own login ID and password.

However training IDs are available if needed.

The website access to the thin net client for PRODUCT is.

https://webaccess.thomson.com/Citrix/MetaFrame/auth/login.aspx

This should be pre-loaded on the training workstations.

The table exercise on page 3 should be filled in by the users as best as they can with the examples listed in the participant guide. Not all columns need to be filled is as not all Client Trainers use all products.



Trainer’s Guide


Objective After completing this Module/Topic the participant should be able to Create, Edit and Delete Groups & Pages


Why

What

How To

What if

Groups & Pages are a major Navigation function in PRODUCT and are used in all the Workflow specific workspaces. The participant will need to use this functionality to help customize the users workspace.

The Workbook area is the portion of the Workspace where you create saved pages. It can be easily identified by the row of page tabs across the top. It is the most frequently used part of the Workspace.

DEMO - - Add a page to an existing group- From the File menu, choose New Page. In the Name text box, type a page name that will appear on the Page tab. Double-click on a folder, drag and drop the desired service(s) into the page.

DEMO -- From the Edit menu, choose Organize Groups and Pages. Click ALL. Click Create Group. Type a name for the button and press ENTER.

Add a page to the New Group: Use New Page from Edit menu. Open the folder containing the service. Double Click on the desired service. Click OK.

DEMO -- Organize Groups & Pages; Edit>Organize Groups & Pages - reposition the folder in the list, click on the new folder, then click Move Up or Move Down or drag and drop to reposition. The same functions works for the pages in the list.

Instruct Participants to Answer questions in Participant Guide

The Client wants to change the color of a Navigation toolbar button.

ANS - Click on the desired folder (in Organize Groups & Pages) and clear the Use Default box. Select a color from the Foreground drop-down. Select a color from the Background drop-down.

The Client wants to add sub menus similar to Tools groups.

ANS - Organize Groups & Pages > Click to expand the Group> click Create Group then add pages as above.

BEFORE the demo for Pages explain that the Workbook area is the portion of the Workspace where pages are created. It can be identified by the row of page tabs across the top.

Groups & pages is a tool that works on the same principle as the file cabinet and file drawer example.

While Demonstrating how to Edit Groups & Pages include –

Distribution Channel – in the Edit Page. Click Details. Click in the Distribution Channel column and assign the same letter to the services you want to update with the same symbol. For example, set two of the services on a Workbook page to channel A and two of the services to channel B.

To carry over symbols between Workbook pages and Fixed Services, click in the Distribute Symbol To Fixed Services box.

Trainer’s Guide



Reference Materials


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Quoter Hands On Workstation Participant Gd X X X X X X X

Objective After completing this Module/Topic the participant should be able to add, delete and customize a Flex Quote


Why

What

How To

What if

Flex quote is likely to be the one of the most frequently used service in PRODUCT. The participant must be aware that this service will be one of the first ones that a new or a migrating user will ask about.

Flex Quote is a quote display that allows you to build your own layouts. You determine which data fields appear and where they are placed. Flex Quote supports all international symbol types, and updates in real time. How is this function useful to clients?

DEMO -- for most default workspace is the flex quote is already in fixed services to access a quote on a symbol type, the symbol press enter.

DEMO -- Right-click in Flex Quote > Customize layout. Select an instrument type, layout format number, label/data alignment and margin from the drop-downs.

DEMO -- Change a data field, click on a field > click the new field name. To add a blank data field, click on a field, and then click <Empty>. To delete a data field, click on the field and press Delete.

DEMO - -To merge fields within a row, click the first field, press and hold the <Shift> key, and click an adjacent field(s). > Right-click in the highlighted cells and choose Merge cells. To split a merged field, right-click on the field > Break merge.

Return to the default settings for an instrument, click Load Default.

Instruct Participants to Answer questions in Participant Guide.

The clients wants to create another layout, how does he make a new layout for another instrument type?

ANS -- Select a different layout from the Layout format drop-down and make new layout choices.

NOTE -- Flex Quote lets you create three different layouts for each instrument type. Layout1 is default for NYSE, Layout2 for London SE, Layout3 Hong Kong SE

Use the Available data fields drop-down to list fields by category.

Remind participants to use F1 to help find lists to answer the questions in this exercise.

Teach back is a good review for this module.

Trainer’s Guide



Reference Materials


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Monitor & Alerts Hands On Workstation Participant Gd X X X X X X X

Objective After completing this Module/Topic the participant should be able to create, edit, delete, Lists, Layouts and Groups in the Flex Monitor.


Why

What

How To

What if

The Flex Monitor helps users to monitor and manage lists of symbols portfolios and indexes. Participants need to be familiar with the flex monitor, because clients will frequently ask how to use and manage it.

Flex Monitor creates and displays different lists of trading instruments, which can be saved, retrieved for future use, and shared. Lists can mirror individual customer portfolios, baskets or industry groups.

DEMO -- Symbol lists Right-click in Flex Monitor > Symbol List > New. Type a name for the new symbol list and click OK. To enter Symbols click on a cell and type symbol. Drag symbol from another service.

DEMO -- Layouts for lists create, edit and delete. Delete allows you to delete only the lists you created. Customize allows you to customize the list of layouts in the drop-down.

DEMO -- List Manager - symbol lists manager allows you to create edit delete and share lists, all-in-one pop-up window tool/service.

DEMO – Group Headers for sections in the monitor. Right-click in the row immediately below where group header will appear. Choose Group > Insert. Name the group header. Enter symbols. To rename a group header Right-click on header > Group > Rename.

Move a group header Drag and drop header to new location. If dropping in an active row click Yes to confirm replacement.

Delete a group header Right-click on header > Group > Delete.

Participants should do the exercises in the flex monitor module here, including create a new symbol lists and import and sharing. However, they should stop before going on to alerts.

How would the client copy a symbol list?

ANS -- If symbol list tabs are activated in Properties, copy a symbol list by right-clicking its tab and clicking Save As.

Use this opportunity to compare the Flex Monitor with similar services in Company Products.

It is not necessary to include information about portfolio warehouse. This topic will be covered in the workflow classes.

Flex monitor holds 1024 instruments per list. This is a question in the participant guide. It will probably come up before participants get to the exercises.

Trainer’s Guide



Reference Materials


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News Hands On Workstation Participant Gd X X X X X X X

Objective After completing this Module/Topic the participant should be able to search and retrieve news stories using symbols, news codes and keywords.


Why

What

How To

What if

PRODUCT Equity delivers reliable, timely news continuously. The Scrolling Headlines window is a continuous display of headlines. Users will need timely and relevant news throughout and beyond the trading day to perform their duties.

Scrolling Headlines provides a continuous display of headlines from all entitled news services, including DJ and Company News. News service allows searching by symbol, category or keyword text.

DEMO – Scrolling headlines using the fixed service. Show the right click properties to view properties for color and font. Also give an example of News Sources and Codes to filter the service.

DEMO – News (or Co. News from the Trading Group, Co. News Page) The Search tool should be demonstrated including; Symbol option allows the user to choose the type of symbol e.g. Equity Preferred. Codes can be looked up directly from the link for the Codes input box.

Using AND in a search retrieves stories for all symbols/codes/text entered

Using OR in a search retrieves stories for either of the symbols/codes/text entered

Date range can be customized or set to preset time frames.

Sources work the same as in Scrolling Headlines.

A client has created a detailed search using multiple search functions and is concerned he may not remember how he did it if he needs to replicate.

The user can Save searches using the SAVE button. The saved searches are stored in the users workspace for later use.

This module is a great opportunity to show the similarities between Thomson and Company service e.g. Scrolling Headlines & News functionality A list of codes can be found in the Help index for news. Remember to reinforce click the service and using the F1 key to access the Help for that service directly.

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