Jon, a retired teacher, wanted to know more about educating people on basic personal finance principles, but it had been a few years since he’d been in the classroom.
He wanted to focus on young adults just entering the workforce, but he still needed to nail down a few important elements such as setting goals and tracking the outcomes.
By talking to a few local community colleges, he found out that young adults know they need to learn basic personal finance skills, but most colleges don’t offer it due to political complications.
Now that Jon’s objectives and vision were defined, he could choose the best way to deliver it.
Since these were young adults, he went with a timeline-based system in order to give them a structured learning environment. Delivery would be a mix of online and in-person instruction.
Now that he knew what to teach and who to teach it to, he needed the right curriculum. He wanted learning principles that were based on evidence, designed by a team of diverse experts. Young adults tend to be real-world oriented, and Jon knew they’d respond to practical lessons that lead to action in their lives. Just-in-time learning would also be valuable to the students, since their needs will be diverse and they’ll want immediate answers.