Priority 1-UB Online Training

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Online Training Access: Register as a "New User" and then log in to the Online Training Portal to access the presentations listed below. Your username will be your complete email address and you will choose your own password. There is no fee for the online training.

A Certificate of Completion is available to TRIO staff who complete specific training requirement. Log in to read a description of these and the process for receiving certification.

All topics and short subjects may be viewed by users at any time. TRIO staff do not need to be pursuing certification to view these training presentations.

Available Priority 1-UB Presentations

Introduction to Priority 1-UB Training

Provides an overview of the Priority 1-UB Training.

  • Federal Authority & Department Requirements for APR, Record Keeping, & Evaluation *
    An introduction to the Priority 1-UB training, presented by Deltha Q. Colvin at the University of Washington TRIO Training in Hot Springs, AR on November 16, 2008.

Annual Performance Reports (APRs)

Provides TRIO personnel with effective strategies for reporting student and project performance to the Department. Includes some sessions led by U.S. Department of Education staff

  • Changes to the 2008-2009 Upward Bound Annual Performance Report (New!)
    The latest update from the Office of Federal TRIO Programs regarding the APR. Presented online by Mr. David Ferguson on December 16, 2009.
  • Overview of the Upward Bound Annual Performance Reports *
    An overview of the APR process for Upward Bound. Presented by Mr. David Ferguson at the TRIO Training in Hot Springs, AR, November 16, 2008.
  • Critical Fields in the Upward Bound Annual Performance Reports
    A discussion of the critical fields in the UB APR. Find out which fields are used for prior experience points. Presented by Mr. David Ferguson and Mr. Michael Moser at the TRIO Training in Hot Springs, AR, November 16, 2008.
  • The Online Submission Process for the Upward Bound APRs
    See what the new online submission process for the UB APR will look like. Presented by Mr. David Ferguson at the TRIO Training in Hot Springs, AR, November 16, 2008.
  • Techniques for Proofing APR and Other Data*
    Tips and tricks for proofing APR and other data in Microsoft Excel. Presented by Brad James at the TRIO Training in Waikoloa, HI, April 5, 2008.
  • Demo: Proofing Data in Excel
    See Excel proofing techniques in action - Mr. Brad James demonstrates quick ways to proof APR data in Microsoft Excel.
  • Overview of the Annual Performance Report Process [April '08]
    Presented by Ms. Frances Bergeron, Team Leader for the Program Management Development Team within the Office of the Federal TRIO Programs via audio conference on April 4, 2008.

Record Keeping

Assist participants with identifying effective ways to collect, record and analyze the data that will serve to meet each TRIO program’s objectives.

  • Record Keeping and Documentation Requirements for UB Programs*
    Presented online by Mr. David Ferguson, March 16, 2009.
  • Student Records Outline/Checklist Practicum [Activity]*
    Record Keeping Practicum. Please email a copy of your completed form to trio@u.washington.edu with the subject line "Records Form."
  • Record Keeping for Upward Bound Financial Management (New!)
    Presented by Ms. Donna Thompson and Ms. Paula J. Martin at the TRIO Training in Boston, MA, October 1, 2009.
  • Record Keeping for Upward Bound Program and Personnel Management (New!)
    Presented by Ms. Paula J. Martin and Ms. Donna Thompson at the University of Washington TRIO Training in Boston, MA, October 1, 2009.
  • Sample Student Records Forms for Upward Bound Programs [Text Only]
    Sample forms for you to use and modify with your program. Provided by Mr. David Ferguson and used in the California State University Chico Upward Bound Programs.
  • Protecting Your Data
    Find out how to protect the sensitive data your program collects, such as social security numbers, tax forms, and confidential information. Presented online by Dr. Lynn Churchill on July 24, 2009.
  • Electronic Record Keeping: Storage, Back Up, and Archiving
    Have you ever experienced a laptop or hard drive failure and lost data? Will your data be safe in the event of a natural disaster? Find out more about the different types of storage options available to back up and archive data. Presented by Dr. Lynn Churchill at the TRIO Training in Waikoloa, HI on April 5, 2008.
  • Using the National Student Clearinghouse
    How to use the National Student Clearinghouse online system to track college enrollment, retention & graduation. Presented online by Mr. Phillip Dirks.

Evaluation

Provides TRIO personnel with information and resources on how to conduct formative and summative evaluations in order to improve the performance of the project staff and the project as a whole.

  • Techniques for Model Program Evaluation *
    Evaluation is required of all TRIO programs. Learn what is essential for evaluation for each type of TRIO program and see how to use a simple tool to draft an evaluation plan. Presented by Dr. Ben McCune and Dr. Susan Brown.
    Please send an attachment of your completed evaluation planner to trio@u.washington.edu with the subject line "Evaluation Planner."
  • Introduction to Survey Design
    Introduces several important parts of surveying: planning the survey, designing the survey and increasing response rate. A well-constructed questionnaire can provide you with excellent data. A poorly constructed questionnaire will yield inaccurate or unreliable information. This online-only session was created by Dr. Lee Fulmer and is presented by Mrs. Sharon Primm-Dayot.
  • Non-Statistical Introduction to Survey Sampling
    Designed to teach some of the basic concepts used in survey sampling so that you can better understand evaluations that use this methodology. This online-only session was created by Dr. Lee Fulmer and is presented by Mrs. Sharon Primm-Dayot.

Final Evaluation [Activity]

Once you have completed the required courses, please fill out the final evaluation.

  • Final Evaluation for Priority 1-UB Training *

*Required to receive a Certificate of Completion. Upon completion, you will be sent a certificate.