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Russell Fleming, Gwendolyn Hansen, Stacey Knapp, Shwetha Prahlad, and Lei Sun
Introduction
As part of the Monterey County (MC) 2019-2020 Strategic Plan, this project contributes
to the Human Resource (HR) Department’s goal of updating and streamlining the hiring process
while ensuring that Department Heads and Hiring Managers adhere to countywide initiatives and
legal frameworks throughout the process. At the request of MC, our MIST Team created an
online instructional training module delivered in PowerPoint presentation that can be uploaded
into Articulate Storyline. The majority of our training module focuses on the final stage of
hiring, including the proper protocol for reviewing, preparing, and conducting the final interview
and selection process. Our project includes role-playing scenarios and ‘real world’ assessment
features that provide Department Heads/Hiring Managers with clear feedback and guidance as
well as Best Practice hiring essentials that benefit both new and current managers. To support
transfer and performance after the training, we produced a printable flowchart that overviews the
hiring process and uses color to identify the purview of HR from department responsibilities.
The main organizational goal for the HR department is to provide excellent customer
service to the residents and employees. The project's goal is to streamline the final phase of the
hiring process by creating training that guides all Department Heads/Hiring Managers on their
responsibilities related to completing the hiring process. The current state of the recruitment and
hiring process requires that the HR department works closely with Department Heads/Hiring
Managers during the selection of candidates. However, due to time and bandwidth constraints, it
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is essential that Department Heads/Hiring Managers take over the final selection phase of the
process in order to find the best suitable candidates. This project will ensure that Department
Heads/Hiring Managers have access to the information they need to efficiently complete the final
selection phase of the hiring process. Through the development of the new training module, MC
will be able to improve the efficiency of the final stage of the hiring recruitment process and
incorporate updated content that will address new countywide initiatives and legal frameworks.
Learner Analysis
The target learners of this project will be approximately 600 Department Heads/Hiring
Managers working for the different departments of MC. Some Department Heads/Hiring
Managers are familiar with the topic while others are new to the hiring process. All Department
Heads/Hiring Managers who take this module should already have sufficient technical skills to
finish the training. The learners of this project will be adults so the Adult Learning Theory will
Learner Goals
1. Obtain mastery of the hiring process and select a candidate who best fits the position.
2. Perform the steps in the final selection phase of the hiring process.
4. Solve common issues that occur during the final selection phase of the hiring process and
The goal of the training is to help learners own the final selection hiring process and
adhere to HR policies and procedures. However, Department Heads/Hiring Managers may resist
the additional workload proposed by HR. Another challenge is that the training is not voluntary
and is part of a required process for Department Heads/Hiring Managers to support them in
taking over the final selection phase of the hiring process. Nevertheless, we assume learners will
be motivated by this training because it will help them select the best candidate for the position
and create a more efficient hiring process. Additionally, this training will be offered online for
Department Heads/Hiring Managers, which limits the instructional design as the product needs
Most learners are expected to have some prior knowledge of the HR process because they
have been hired and therefore are at least familiar from that perspective. However, levels of prior
Project Description
Heads/Hiring Managers in gaining an understanding of the hiring process to find the ‘best-fit’
candidate. The Subject Matter Experts (SMEs), Dr. Yvonne Walker and Ms. LynnRose Alig,
provided our team with printed resources (i.e. Leader Guides, Final Selection Interview Packet,
and HR manuals) for constructing the content of the training. Personal interviews with the clients
provided opportunities to gain knowledge in the vision, mission, and goals of the training.
As requested by the client, our team created a PowerPoint presentation to train the
Department Heads/Hiring Managers that provides an overview of all phases in the recruitment
process. The presentation then focuses on the final selection phase that the Department
Heads/Hiring Managers will manage in order to make a final candidate selection. As requested,
our team has designed a PowerPoint training to include knowledge-checks, assessment elements,
and slide notes. To provide opportunities for learners to practice the content, the PowerPoint
Our team included slide notes in the PowerPoint presentation which can be used for
recording the narration for the online training. The project client, Mr. Michael Rosales, plans to
upload the PowerPoint to Articulate Storyline software at a future date; therefore, the deliverable
was designed with features and a learner interface suitable for online training. The PowerPoint
presentation concludes with a set of six assessment questions that evaluate the learners’ mastery
In addition to the PowerPoint presentation, our team has developed a job performance aid
that includes the process flowchart and key steps in the final selection phase of the hiring
process. The MC Job Aid is designed to be a printable handout that the learners can have at their
Design Decisions
The final deliverables created were a PowerPoint presentation and a MC Job Aid. The
PowerPoint presentation can be easily converted by the client into a 90-minute eLearning
module for MC Department Heads/Hiring Managers. The general design outline and ideas of this
project remained the same since we submitted our design document and sample materials.
However, we modified some aspects of the content due to updates in HR policies and
procedures. The team worked closely with the client and SMEs throughout the process of
designing the training and materials to ensure accuracy as updates and modifications included
According to the project proposal from the MC HR Department, the original title of the
project was “HR Best Practices for Final Selection in the Hiring Process – Monterey County
Hiring Managers Training”. The client stated that the Department Heads may also be hiring
managers for their departments. As per the client’s request, the training title was changed to “The
Final Selection in the Hiring Process– Monterey County Department Heads/Hiring Manager
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Training”. Another adjustment occurred after the discussion with our SMEs; we decided to add
two additional scenarios that provide the Department Heads/Hiring Managers more opportunities
Our team initially planned to include ten assessment questions for the module. However,
our SMEs expressed their concerns that the number of assessment questions may create pressure
for the Department Heads/Hiring Managers who take the training. After our team explained the
importance of assessment and evaluation, MC agreed to embed six assessment questions in the
module. All questions will also be provided to the client in a pdf. document (see Appendix A).
Throughout the design and development process of the training material, the team
followed the design documents along with the feedback from the client. This included removing
a video from the draft document during a review meeting with the client. All learning activities
were created for engaging learners. Making learners think will provide motivation to learn about
the final selection process and to accept their responsibility in the process. The final deliverables
are aligned with the multimedia design principles for eLearning products in order to create a
Evaluation
Developmental testing was conducted informally for this project due to timeline
deadlines. Our MC Client, SMEs, and the HR Director reviewed the PowerPoint presentation to
ensure its accuracy and appropriateness, and to ensure it was complete in covering the entire
final selection phase of the hiring process. Team MC edited the content as needed to meet the
In addition, we recruited a retired high school teacher for single-subject testing. The
learner had limited prior experience in teacher hiring practices by participating on search
committees. The learner reviewed the training to ensure it was user-friendly, relevant, and
understandable. Additionally, one of our team members observed the learner during the training
to identify any areas that might be unclear. After completing the training, a usability survey was
completed to capture the learner’s opinion on the design, content, and learning experience.
The user was able to follow all the instructions for the activities and did not require any
assistance while taking the training. The tester found the presentation user-friendly and, after
reviewing the sample questions, commented, “Nice! I always like examples” indicating that the
questions were helpful. The learner answered all the scenario questions correctly and found the
scenarios engaging.
The learner also answered six quiz questions at the end of the module in order to assess
the learning transfer. The learner answered five of the six questions correctly. The incorrect
question revealed that the question was problematic and needed to be reworded. The usability
survey results indicate that the module design, content, and learning experience were successful
(see Appendix B). The learner made this unsolicited statement at the end of training “I enjoyed
it.”
Assessment questions are embedded at the end of the presentation; however, it is unclear
if those questions will remain once the PowerPoint is converted to Articulate Storyline. The
scenario questions we have provided within the presentation allows trainees to practice what they
have learned. Discussion questions are included in the training to facilitate buy-in from
participants when considering why the training is relevant. The questions can be used in face-to-
THE FINAL SELECTION IN THE HIRING PROCESS 9
face training or posted to a forum discussion board. Additionally, a printable job aid is also
Teamwork
Team MC was able to collaborate effectively and highlight our individual talents and
abilities in a productive way. Gwen used her leadership and communication skills as the project
manager and client liaison for the project. She scheduled weekly and ‘as-needed’ team and client
meetings as well as communicated via group texts. She facilitated all Zoom Conferences with the
client and SMEs to clarify specific elements of the hiring process and for deliverable document
reviews. Her organizational skills ensured we met our timelines and kept abreast of all upcoming
deadlines for the project. Additionally, she conducted a single-subject usability test for the
deliverable. She also used Visio to modify the County of Monterey Recruitment Process
flowchart into infographics to use for the job aid and for the PowerPoint presentation.
Russ spearheaded a road trip with Stacey and Shwetha for an in-house, face-to-face
meeting with the Monterey SMEs. He served as the team liaison to establish trust and credibility
with the HRs Director, Irma Ramirez-Bough. He used his previous experience in HR to establish
an understanding of the recruitment and hiring process in order to facilitate the best practices
needed for the instructional design. He gathered and distributed the project materials to all team
members and combed through the content to extract specific elements needed for the project and
Stacey served as the content and editor specialist for the project. She was able to pull on
her experience as a journalist and technical writing instructor to organize and clarify all of the
content material into its essential elements to use in the deliverable. She also used her expertise
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to edit the content being used for PowerPoint presentation. Finally, she represented Team MC as
a presenter at the MC Board of Supervisors Human Resources Committee meeting. The purpose
of the presentation was to showcase the partnership between California State University,
Monterey Bay (CSUMB) and the County of Monterey. She highlighted our collaboration and the
training we created which demonstrates HR’s strategic initiative plan to create transparency and
Shwetha served as an instructional developer for the project. She skillfully sorted through
the content materials to extract specific elements for the PowerPoint presentation. She pulled
from her previous experience as an instructional developer in India to create interview scenarios
and infographics that translated the content into a format suitable for eLearning. Additionally,
she summarized training content to create learner tips throughout the PowerPoint slides and for
Larry was our visual designer responsible for the design aspects of the project. He created
our PowerPoint template using his artistic talents and experience in instructional design. He
incorporated HR’s approved logo and color palette into the deliverable and located free and open
license PowerPoint graphics to give the deliverable a professional look and feel. As requested by
the client, he created the interface, layout, and navigation buttons that enable the training to be
easily updated to Articulate Storyline by the HR department at a later date. Finally, he used
multimedia design principles for eLearning in order to create the best learning experience.
Team MC’s commitment to the project required good group communication and
participation. We were willing to have difficult discussions to make sure all members were on
the same page throughout the process. We were respectful of one another in our respective roles
THE FINAL SELECTION IN THE HIRING PROCESS 11
and came together to make important decisions. We remained flexible to adapt to client changes
and to make decisions to move the project forward. We supported and cheered each other on
along the way to ensure a successful deliverable that we hope meets our client’s needs.
Challenges
We encountered a few challenges with this project but the one that stood out the most
was scope creep. Scope creep was a new term that quickly played a central role in our project.
During our first face-to-face meeting with the client, the scope of the project became
immediately evident when we were shown a 12-foot long, printed “blueprint” of the entire hiring
reviewed for accuracy, alignment (between entities) and protocol. In addition, there were several
nonlinear aspects to the hiring process as well as areas of overlapping responsibilities. Moreover,
our SMEs were highly knowledgeable about county policies and procedures and, at first, had
difficulty differentiating between what information was necessary for our background knowledge
and what information was beyond the scope of our project. As a government agency, there was
the usual abundance of acronyms, bureaucracy, and local, state and federal laws to decipher
throughout the process. Furthermore, our team was also given outdated text-based materials and
advised verbally on new initiatives and procedures, all of which required additional time to
everyone involved, we were able to keep scope creep to a minimum, but it was one of the most
challenging aspects of the project and provided our team with an excellent opportunity to
The earlier you get started with the first introductory meeting, the earlier your group can
start adding content. Don’t put this off – we didn’t, and we still had our last client content review
If you are able, plan to have an on-site group meeting. It goes without saying that the
sooner your client feels they can trust your group, the easier it will be to write and receive
information for the client. Take multiple people to the meeting as the focus of all the team
players will be different; some will take copious notes; others will focus on graphics and still
others will concentrate on the overall design. Each one of these aspects is as important as the
next and will greatly aid the team during your zoom meetings.
Zoom meetings. It’s an eight-week course. And you are probably reading this in the third
week, so we are not saying you are behind but… the aspects that will delay your momentum will
be that the client hasn’t gotten back to you. A Monday through Friday work week and
overbooked SME schedules will work against your team as there will be a back and forth in
content for approval and materials needed from the client. Therefore, the commitment that the
team makes to be available for frequent team Zoom meetings will reduce production anxiety.
Our team had three Zoom meetings scheduled per week and most were two hours with a possible
third hour on a weekend day. It might seem like a lot, but if you produce quickly then you can
always cancel a meeting and one of those meetings will probably be with your client.
Don’t Do A Document Dump. Google Docs is a great platform and all team members can
post their content to one group document. But when you get to the multimedia or PowerPoint
THE FINAL SELECTION IN THE HIRING PROCESS 13
production point, don’t overburden one team member with editing all the content and producing
the show. The content that you authored is best edited by you. Identify that content for the slides
and put the balance of the material in the lecture/presenter notes for group discussions and final
edit.
Do what the iWatch says – Breathe. Your group is the greatest asset you have and the
talent that you all possess is what brought you to the MIST program. Week 6 is a spirit-crushing
time drain, but by Week 8 you will see daylight at the end of the tunnel and no, that’s not a light
Appendix A
Assessment Questions
1. How do you decide what is included in the Final Selection Interview Packet?
2. Identify the correct sequence for inviting candidates after you receive the referral list
from Human Resources. Drag and drop the three correct steps into the right order.
❏ Figure out what you are going to ask the candidates and then ask them to an
❏ Invite all candidates on the referral list to interview via email using the Human
❏ Set interview date at least one week from the date the email invitation will be
sent, and two weeks if the invitation is sent via U.S. Mail.
Correct Answer:
1 Set interview date at least one week from the date the email invitation will be
sent, and two weeks if the invitation is sent via U.S. Mail.
2 Invite all candidates on the referral list to interview via email using the Human
3 Organize a file with documenting all correspondence with candidates (this will be
3. In your opinion, which of these questions are appropriate for the final selection
❏ Explain your work style and how it might benefit our department.
❏ What are some of the duties in past jobs that you found difficult to do? Why were
❏ Do you have young dependent children? Have you made any childcare
arrangements?
Correct Answer:
● Explain your work style and how it might benefit our department.
● What are some of the duties in past jobs that you found difficult to do? Why were
life history event which can be used to rate the presence of a knowledge or job skills.
Which of these questions are permissible to prompt behavioral examples from the
❏ What are some of the duties you have had in past jobs that you feel you have done
particularly well?
❏ You seem to have an arrest record for shoplifting, but you were not proven guilty.
Can you provide us with more details? How would you convince us that you
❏ Can you speak, read, and write French fluently? Can you provide examples of
❏ Do you have children? Can you provide us an example that shows you have
❏ [To a candidate with a physical disability] Would you be able to perform tasks
involving physical labor? Can you provide us with details about the severity of
your condition?
Correct Answer:
● What are some of the duties you have had in past jobs that you feel you have done
particularly well?
● Can you speak, read, and write French fluently? Can you provide examples of
5. Based on the following scenario: What is the first step the Department Head/Hiring
Manager manages after the interviews have been completed, regarding the Hiring Packet?
❏ Assemble the ranking from the interviews of the “best fit” candidate.
❏ Send out letters to the candidates or “customers” who were unsuccessful in the
interview.
❏ Hold on to the packet and wait for HR to contact the Department Head/Hiring
Correct Answer: Assemble the ranking from the interviews of the “best fit”
candidate.
6. Based on the following scenario: How many times will the candidates’ hiring packet be
❏ Twice. The hiring packet will bounce back and forth with the HR and the Hiring
Manager
❏ Once. However, HR will consult with the Hiring Manager on the background
Correct Answer: Once. However, HR will consult with the Hiring Manager on the
Appendix B
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