The Executive Brief

2-2 Final Project Milestone One: The Executive Brief

Task: Submit to complete this assignment

Write an executive brief to your training manual. Be sure to include the following sections:
1.Explain the key features of the product on which your users will be trained.
2.Explain how the content of the manual will address the needs of end users at various levels of technical expertise.
3.Describe your manual and discuss how it will be comprehensive and logically organized.
4.Discuss the training format(s) and delivery method(s) you will use for your intended audiences. Be sure to include research or rationale to justify your formatting and delivery methods.

For additional details, please refer to the Final Project Guidelines and Rubrics document and the Final Project Guidelines and Rubrics document in the Assignment Guidelines and Rubrics section of the course.

 

IT 385 Final Project Guidelines and Rubric

Overview
IT professionals perform various functions within an organization and must demonstrate strong interpersonal and communication skills in addition to their
technical abilities. These communications can involve the creation of technical instructions to end users and should be displayed in a clear, concise, and
consumable fashion. The final project for this course is the creation of a training manual.
In this assignment, you will demonstrate your mastery of the following course outcomes:
 Create technical and specialized artifacts for explaining products, services, and legal and organizational policies that meet end-userneeds
 Utilize visual representations to communicate technical and specialized information for a variety of audiences
 Select appropriate oral, print, and multimedia tools for communicating technical and specialized information
 Craft technical and specialized artifacts for training and development purposes
Prompt
For your training manual, consider the following situation. You are an employee of the XYZ Company and work in the corporate training division of the company.
XYZ Company is planning a move from using Outlook for a corporate email system to Gmail. As a part of the Gmail rollout, you are being tasked with the
development of a training manual for employees of XYZ that will ensure a smooth transition to the new email system. As part of the training document, you will
address the issue of different technical abilities of the various audiences within the corporation. The manual should provide the end user with clear and concise
instructions that can be used effectively by any member of an organization.
Specifically, the following critical elements must be addressed:
I. Executive Brief – create an executive brief that addresses the following points:
a) Describe the key features of the product specific to the target audience (users that will be trained).
b) Explain how the content of the manual will address the needs of end users at various levels of technical expertise.
c) Describe your manual and discuss how it will be comprehensive and logically organized.
d) Create an exemplar to showcase the specific training format and delivery method(s) appropriate for the target audiences. Be sure to include
research or rationale to justify your formatting and delivery methods.
II. Basic User Training – complete the part of the training manual that trains users on basic skills of the new email program. Make sure to include the
following:
a) Describe the purpose of the training—be sure to describe the skills that basic users should possess upon completion of the training.
b) Apply appropriate formatting that supports basic user skills and needs.
c) Create instructions for explaining operation of the product or service for basic users.d) Select and include appropriate visual representations or graphics to support basic user needs.
III. Intermediate Training – complete the part of the training manual that trains users on more advanced skills of the new email program. Make sure to
include the following:
a) Describe the purpose of the training. Be sure to describe the skills that intermediate-level users should possess upon completion of the training.
b) Apply appropriate formatting that supports intermediate-level user needs.
c) Create instructions for explaining operation of product or service for intermediate-level users.
d) Select and include appropriate visual representations or graphics to support intermediate user needs.
IV. Training Manual – complete and submit the final draft of the training manual, including all previous sections, with adjustments and changes based on
the feedback offered by your instructor. In addition:
a) Compose disclaimers or legal notices that address legal and organizational ramifications for misuse of the manual, product, or service.
b) Apply formal naming and brand recognition (i.e., trademarks, copyrights, and other applicable legal notations) throughout the manual.
Milestone One: Executive Brief
Milestones
In Module Two, students will create an executive brief that addresses the following points:
1. Explain the key features of the product on which your users will be trained.
2. Explain how the content of the manual will address the needs of end users at various levels of technical expertise.
3. Describe your manual and discuss how it will be comprehensive and logically organized.
4. Create an exemplar to showcase the specific training format and delivery method(s) appropriate for the target audiences. Be sure to include research or
rationale to justify your formatting and delivery methods.
Successful completion of this milestone will lay the groundwork for how to approach the development of the training manual based on the needs of those who
will be using it to learn to use the new system (the target audience[s]). This milestone is graded with the Final Project Milestone One Rubric.

Milestone Two: Basic User Training

In Module Four, students will complete the part of the training manual that trains users on basic skills of the new email program. This will include the following:
1. Describe the purpose of the training—be sure to describe the skills that basic users should possess upon completion of the training.
2. Apply appropriate formatting that supports basic user skills and needs.
3. Create instructions for explaining operation of product or service for basic users.
4. Select and include appropriate visual representations or graphics to support basic user needs.This milestone is graded with the Final Project Milestone Two Rubric.
Milestone Three: Intermediate Training
In Module Six, students will complete the part of the training manual that trains users on more advanced skills of the new email program. This will include the
following:
1. Describe the purpose of the training. Be sure to describe the skills that intermediate-level users should possess upon completion of thetraining.
2. Apply appropriate formatting that supports intermediate-level user needs.
3. Create instructions for explaining operation of product or service for intermediate-level users.
4. Select and include appropriate visual representations or graphics to support intermediate user needs.
This milestone is graded with the Final Project Milestone Three Rubric.
Final Submission: Training Manual
In Module Seven, students will complete and submit the final draft of the training manual, including the following:
1. All previous sections with adjustments and changes based on the feedback offered by your instructor
2. The addition of legal notices that address legal and organizational ramifications for misuse of the manual, product, orservice
3. The application of formal naming and brand recognition (i.e., trademarks, copyrights, and other applicable legal notations) throughout themanual
4. The manual is checked for grammar, spelling, syntax, and proper citations and is well written, organized, andconcise
This submission is graded with the Final Project Rubric.Final Project Rubric
Critical Elements Exemplary (100%) Proficient (85%) Needs Improvement (55%) Not Evident (0%) Value
Executive Brief:
Product
Meets “Proficient” criteria and
discusses additional features
that may be of benefit to users
Comprehensively describes the
product or service on which
users will be trained and
discusses the key features
appropriate to the target
audience
Describes the product or service
on which users will be trained,
but does not discuss key
features, or key features are not
appropriate to the target
audience
Does not describe the product
or service on which users will
be trained
7
Executive Brief:
Content
Meets “Proficient” criteria and
provides specific examples to
substantiate claims
Explains the deliberate aspects
of the manual that ensure that
all levels of user technical
expertise are addressed
Explains how the content of the
manual addresses user needs,
but does not address all levels
of expertise
Does not explain how content
of manual addresses user
needs
6
Executive Brief:
Manual
Meets “Proficient” criteria and
cites research to substantiate
claims
Describes how the completed
artifact will be comprehensively
and logically organized for
training
Describes how the completed
artifact will be comprehensively
and logically organized, but
does not address the impact on
training
Does not describe how the
completed artifact will be
comprehensively and logically
organized
6
Executive Brief:
Format and Delivery
Meets “Proficient” criteria and
discusses why the chosen
exemplar is more appropriate
to the target audiences than
other formats and delivery
methods
Creates an exemplar that
showcases the training format
and delivery method(s)
appropriate chosen for the
target audiences and justifies
formatting and delivery choices
with research or rationale
Creates an exemplar that
showcases the training format
and delivery method(s)
appropriate chosen for the
target audiences, but does not
justify formatting and delivery
choices with research or
rationale
Does not create exemplar that
showcases the training format
and delivery method(s)
appropriate chosen for the
target audiences
6
Basic Training:
Purpose
Meets “Proficient” criteria and
connects the benefits of the
new product for the end user
Describes the purpose of the
training and describes the skills
that basic users should possess
upon completion of training
Describes the purpose of the
training, but does not describe
the skills that basic users should
possess upon completion of
training
Does not describe the purpose
of the manual and does not
describe the skills that basic
users should possess
7
Basic Training:
Formatting
Meets “Proficient” criteria and
discusses why the format
chosen is more appropriate to
support basic user skills and
needs than alternative formats
Applies formatting to the
training artifact that is
appropriate to support basic
user skills and needs
Applies formatting that is
somewhat appropriate to
support basic user skills and
needs, but may still be too
technical or advanced in parts
Does not apply formatting
suitable to the skills and needs
of basic users (too technical or
advanced)
6Basic Training:
Operation
Meets “Proficient” criteria, and
instructions support ease of use
of product
Creates comprehensive
instructions for of product or
service for basic users
Creates instructions for
operation of product or service,
but instructions lack detail or
are not appropriate for basic
users
Does not compose instructions
for operation of product or
service for basic users
6
Basic Training:
Graphics
Meets “Proficient” criteria, and
visual representations
complement training
instructions to support ease of
use at each step
Selects and employs appropriate
visual representations that
support basic user needs
Selects and employs visual
representations, but
representations are not
appropriate for basic users
Does not select or employ
visual representations
6
Intermediate Training:
Purpose
Meets “Proficient” criteria and
connects the benefits of the
new product for the end user
Describes the purpose of the
training and describes the skills
that intermediate users should
possess upon completion of
training
Describes the purpose of the
training, but does not describe
the skills that intermediate
users should possess upon
completion of training
Does not describe the purpose
of the manual and does not
describe the skills that
intermediate users should
possess
7
Intermediate Training:
Formatting
Meets “Proficient” criteria and
discusses why the format
chosen is more appropriate to
support intermediate user skills
and needs than alternative
formats
Applies formatting to the
training artifact that is
appropriate to support
intermediate user skills and
needs
Applies formatting that is
somewhat appropriate to
support intermediate user
needs, but may still be too
technical or advanced in parts
or too basic in parts
Does not apply formatting
suitable to the needs of
intermediate users (too
technical or advanced or too
basic)
6
Intermediate Training:
Operation
Meets “Proficient” criteria, and
instructions support ease of use
of product
Creates comprehensive
instructions for operation of
product or service for
intermediate users
Creates instructions for
operation of product or service,
but directions lack detail or are
not appropriate for
intermediate users
Does not compose instructions
for operation of product or
service for intermediate users
6
Intermediate Training:
Graphics
Meets “Proficient” criteria, and
visual representations
complement training
instructions to support ease of
use at each step
Selects and employs appropriate
visual representations that
support intermediate user
needs
Selects and employs visual
representations, but
representations are not
appropriate for intermediate
users
Does not select or employ
visual representations
6
Training Manual: Legal Meets “Proficient” criteria and
does so in accessible language
for all audiences
Composes disclaimers that
address legal and organizational
ramifications for misuse of
manual, product, or service
Composes disclaimers for
misuse of the manual, product,
or service, but does not include
both legal and organizational
ramifications
Does not compose disclaimers 5
Training
Manual:Brand
Recognition
Meets “Proficient” criteria and
expands acronyms for nonindustry-standard terms
Applies formal naming and
brand recognition conventions
appropriately and consistently
throughout artifact
Applies formal naming and
brand recognition conventions
inappropriately or
inconsistently
Does not apply formal naming
and brand recognition
conventions
5Articulation of
Response
Submission is free of errors
related to citations, grammar,
spelling, syntax, and
organization and is presented in
a professional and easy-to-read
format
Submission has no major errors
related to citations, grammar,
spelling, syntax, or organization
Submission has major errors
related to citations, grammar,
spelling, syntax, or organization
that negatively impact
readability and articulation of
main ideas
Submission has critical errors
related to citations, grammar,
spelling, syntax, or
organization that prevent
understanding of ideas
15
Earned Total 100%