Documentation:Learning Design/Ted's Page

Please choose two activities that you use or have used in your designs and answer the following questions: · How would you characterize this design and why do you think it is successful?

· What is the role of the facilitator/instructor, what is the learners' role?

· Under what conditions does this activity work and under what conditions does it not (ie facilitation, learning environment, f2f)

· What constraints/costs/org/time factors are involved?

· How can we share these practices as a department and then with others?

Here is the first one:

This is from Admn 318

· How would you characterize this design and why do you think it is successful?

What I like about it: there are three phases to it, the first is some instruction, second is build a portfolio or make some guesses as to how you would build a successful portfolio and rationalize it. The third phase the students try to understand why their portfolio may have been incorrect and formulate a new theory.

Next there is more instruction, and the students are asked to change the portfolio based on the new instruction.

What is the role of the facilitator/instructor, what is the learners' role?

 Facilitator/instructor has to present the relevant information; the learners have to make a prediction based on the information. The instructor then can give further information after which the students make another prediction. 



· Under what conditions does this activity work and under what conditions does it not (i.e. facilitation, learning environment, f2f)

Could work in all types of learning environments. Students are engaged because they want to rationalize their choices. If they are incorrect in their assumptions they can construct a new portfolio.



· What constraints/costs/org/time factors are involved?



 This particular activity used a resource that was supplied by the publisher but the concept of predicting an outcome could be used in other places. 



Guidelines for Portfolio Project
One of the requirements of the course is that you do a research project on managing a portfolio of securities. Let me clarify from the start – this is NOT a stock market game where your aim is to maximize your wealth. The aim of this study will be to see if you can integrate the theoretical underpinning in a more real life setting. Here is what I expect each group to do:

1. Construct a portfolio with a starting $500,000. Your portfolio can contain stocks, bonds, gold and other securities which trade. I understand that it may not be possible to have a perfect $500,000 portfolio to start with. You can go over or under a little bit if needed. Do not be too concerned on what stocks to buy or whether to include bonds or gold in your portfolio. I do not want you to start with a perfect portfolio. As we proceed through the course, you will learn and accordingly will make changes to your portfolio. Besides the Yahoo Finance website, the following web sites may be of help in the portfolio construction process:

http://www.wiley.com/college/fin/damodaran283320/sam/dl.html

http://www.multexinvestor.com/home.asp

http://www.globeinvestor.com

http://www.stockhouse.ca

<span style="display: block; margin: 0cm 0cm 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">2. Whatever changes you make, you have to explain to me, in clear English, ''' <span style="font-family: 'Palatino Linotype','serif';">why you did what you did '''. DO NOT take any money out or put any extra money in this investment.

<span style="display: block; margin: 0cm 0cm 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">3. Your activities will go on over the twelve weeks of the course and will end on week twelve of the classes. Before the final exam, I would like you to give me a synopsis of what you did in light of the lessons learnt in the class. Remember, theories are theories – they may or may not fit the reality all the time. That is exactly what the purpose of this work – for you to find out whether you can use what you learn from the books.

<span style="display: block; margin: 0cm 0cm 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">4. Your grade will '''<span style="font-family: 'Palatino Linotype','serif';">not ''' depend on the final value of your portfolio, rather, on your efforts in making changes and on your ability to integrate your learning with your practical experience. You also want to show me how you would start with your portfolio if you had the chance to start all over again. You also have to include a section “If I were to invest in real life”. This section will reflect your recommendations to yourself in light of your experience in the class and this project.

<span style="display: block; margin: 0cm 0cm 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">As we proceed, I will provide you with more web sites. But the first site mentioned in this hand out has a very comprehensive list of sites that you will find helpful. Also, there are quite a few materials in the library that you can consult. Last, but not the least, I will try my level best to help you with all your theoretical needs.

== Dates to keep track of: == <span style="display: block; margin: 0cm 0cm 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">1. You should submit the initial construction of your portfolio by the '''<span style="font-family: 'Palatino Linotype','serif';">[insert date] ''', by 6:00 PM PST.

<span style="display: block; margin: 0cm 0cm 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">2. '''<span style="font-family: 'Palatino Linotype','serif';">By the [insert date] , you must submit your <span style="font-family: 'Palatino Linotype','serif';">final report '''. Each student (not each group) must submit this report. This should contain at least the following elements:

<span style="display: block; margin: 0cm 0cm 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">A brief overview of your performance

<span style="display: block; margin: 0cm 0cm 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">A graph of the daily balances of your portfolio and the market index (in the same graph) (or appropriate benchmark)

<span style="display: block; margin: 0cm 0cm 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">How would you start your portfolio if you could go back the beginning and why

<span style="display: block; margin: 0cm 0cm 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">If you were to invest in real life, what advice would you have for yourself?

<span style="display: block; margin: 0cm 0cm 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">What have you learned from this assignment, or how could it have been designed better to help you learn

<span style="display: block; margin: 0cm 0cm 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">3. Your grades will depend on the basis of the following criteria:

<span style="display: block; margin: 0cm 0cm 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">Regularity of submission of weekly updates: 15%

<span style="display: block; margin: 0cm 0cm 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">Group discussion (on Blackboard) of portfolio ideas 15%

<span style="display: block; margin: 0cm 0cm 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">Changes reflecting new material from the week’s lesson: 40%

<span style="display: block; margin: 0cm 0cm 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">Final report 20%

<span style="display: block; margin: 0cm 0cm 0pt; mso-margin-bottom-alt: auto; mso-margin-top-alt: auto; text-align: justify;">Overall how you convince me that you learnt something 10%.

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14px; text-decoration: none; vertical-align: baseline;">Template: Title (generic)

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14px; text-decoration: none; vertical-align: baseline;">Activity type: Scaffolding, Culminating

Culminating and scaffolding This is an ongoing activity students plan a portfolio of stocks and provide a rational based on previous instruction. More instruction is given and the students modify their portfolio. At each stage they must rationalize the stocks that they are aquiring <span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14px; text-decoration: none; vertical-align: baseline;">Linked activities:

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14px; text-decoration: none; vertical-align: baseline;">Interaction types:

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14px; text-decoration: none; vertical-align: baseline;">Facilitation requirements:

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14px; text-decoration: none; vertical-align: baseline;">Activity Patterns:

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14px; text-decoration: none; vertical-align: baseline;">Activity tasks:

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14px; text-decoration: none; vertical-align: baseline;">Describe task

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14px; text-decoration: none; vertical-align: baseline;">more systematic

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14px; text-decoration: none; vertical-align: baseline;">Case or Example:

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14px; text-decoration: none; vertical-align: baseline;">Specific case or example

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14px; text-decoration: none; vertical-align: baseline;">Learning Environment requirements:

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14px; text-decoration: none; vertical-align: baseline;">What do you need tools you need where, who, online

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14px; text-decoration: none; vertical-align: baseline;">Tools Support

<span style="background-color: transparent; color: #000000; font-family: Arial; font-size: 14px; text-decoration: none; vertical-align: baseline;">What specific tools are needed