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Internal Revenue Service


e-services

Description: In November 2001, LSI was awarded a subcontract by Unisys to support the implementation of the Internal Revenue Service (IRS) e-services program. The training requirements of this program include the design, development and delivery of customized web-based and classroom training. In addition, LSI will develop and deliver train-the-trainer courses so that the IRS can maintain and deliver the training on an ongoing basis. The target audiences for this training are varied, ranging from IRS staff to third party tax practitioners. As a result, LSI tailored the web-based courseware to create separate courses, which are only accessible to the intended audience. LSI is preparing an interactive, multimedia web-based training program for IRS. Interactive simulations of the e-services systems will be included in this program, allowing users to perform hands on practice without disturbing a live system or real time-data. Also included are multimedia components such as animated diagrams and interactive exercises to stimulate the learner and reinforce the concepts presented. The e-services program includes the following specific tasks:

"Throughout this ongoing program, LSI has always delivered superior training materials and has exceeded expectations on quality and timeliness. LSI has been continuously flexible in accommodating any last minute changes in requirements. They go out of their way to get the job done right and on time, and to make certain that we are satisfied with the end result. I wouldn't hesitate to recommend them to any organization that requires superior training solutions."

-Loretta Letke, Unisys,
Program Manager

check markTraining Gap Analysis

LSI's role on this task was to analyze the new applications to determine the target knowledge, skills and abilities (KSAs) required and to map them against the legacy KSAs. In determining the target KSAs, LSI rated task characteristics, such as:

  • Time for performing the task
  • Deficiency (the likelihood that the task will be performed incorrectly if not trained)
  • Retainability (how long after training the student will encounter the task)
  • Frequency for performing the task
  • % Performing (of user group)
  • Difficulty
  • Criticality

check markTraining Plan

Upon completion of the gap analysis, LSI presented a comprehensive training plan to the IRS. The following areas were addressed in the training plan:

  • Interaction with e-services Team (Unisys, CSC, IRS)
  • Course Descriptions / Learning Objectives
  • Preferred Training Delivery Strategy
  • Proposed Training Tools and Media
  • Follow Up/Refresher/Attrition Training Delivery Strategies
  • Developer/Instructor Staffing & Preparation
  • Training Evaluation Tools
  • Course Validation, Testing & Pilot
  • Post-Training Support
  • Training Delivery Schedule

check marke-Learning

LSI created a design document outlining the proposed structure of the courseware, and the tools that were to be utilized in the construction of the web-based training (WBT). Because of the widely varied audience, a plan was outlined for making the WBT accessible to users with various Internet connection speeds and computing capabilities. Because of the need for strict adherence to federal standards for accommodating users with disabilities, LSI outlined in the design document the steps it would follow to ensure that Section 508 standards were met in the WBT, as well as a testing plan to ensure that the end product adhered to the design plans. In addition to the design document, LSI developed a web-based prototype to showcase all of the intended features and functionality including navigation, 'look and feel', interactive multimedia components, and Section 508 compliance. This prototype enabled key e-services developers to verify that the WBT would fit seamlessly into the overall product design.

check markCustomized Curricula Development

  • e-services Products (external users)
  • e-services Products (IRS employees)
  • MIS Reports Training
  • Operations and Maintenance

check markOnline Help System

In order to augment the training instruction, LSI developed an online context-sensitive Help system. The Help system contains the following features:

  • Fully indexed
  • Searchable
  • Contains a glossary of terms
  • Navigable to all other product-related topics of Help

check markHelp Desk Support

In addition to getting assistance from the WBT and online Help, e-services users will have the opportunity to call a help desk with more questions. As the usage expert on the e-services program, LSI is also developing the training and documentation to be used by e-services Help Desk Customer Services Representatives (CSRs). Materials being developed include a Problem Flow Diagram, Escalation Matrix, and Probe and Response Question Scenario Guide that will assist CSRs in answering user questions or directing users to more advanced levels of support.

check markTraining Delivery

Classroom training delivery will consist of traditional-style lecture and hands-on interactive exercises. It is intended for the course to run as any other traditional classroom – instructors will lead the participants through the course using a manual (online) and facilitate exercises (hands-on). Instructors will teach participants how to use the web-based courseware and lead participants through each course using the e-Learning features. This approach ensures that users will be able to access the eLearning tools as a training refresher or comprehensive reference after training is completed.

The development for this program is underway; LSI is currently publishing training content and developing multimedia components.

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LSI, a METCOR Company