Annie’s National Network Initiative for Educational Success (ANNIES)
at Iowa State University Extension
Managing for Today and Tomorrow
Succession, Business, Estate and Retirement Planning
for Farm and Ranch Women
National Risk Management Conference
Denver, Colorado
April 3-4, 2013
Bob Wells and Madeline Schultz
With Tim Eggers, Mary Sobba, Karisha Devlin, Jason Johnson,
Ruth Hambleton, Kelvin Leibold and Mandi Anderson
Iowa State University Extension and Outreach
www.extension.iastate.edu/annie
Annie’s National Network Initiative for Educational Success (ANNIES)
at Iowa State University Extension
A NIFA Grant Project
• This project involves
Extension educators in 10
states, 11 Farm Credit
Associations and the Farm
Credit Council and Farm
Credit National
Contributions Program
• USDA-NIFA Beginning
Farmer and Rancher
Development Program,
Grant #: 2011-49400-30584
www.extension.iastate.edu/annie
Annie’s National Network Initiative for Educational Success (ANNIES)
at Iowa State University Extension
Project Justification and Target Audience
• Women are the coalescing force behind farm
and ranch transition planning
• Female operators make up 30% of all farm
operators (2007 USDA Census of Agriculture)
• All ages of women request educational
support to implement generational transition
strategies
www.extension.iastate.edu/annie
Annie’s National Network Initiative for Educational Success (ANNIES)
at Iowa State University Extension
Project Objectives
• Curriculum Development
• Capacity and Partnership
Building
• Transition Planning
Awareness
• Education for Farm and
Ranch Women
• Program Evaluation
www.extension.iastate.edu/annie
Annie’s National Network Initiative for Educational Success (ANNIES)
at Iowa State University Extension
Curriculum Topics
• Succession Planning
– Transfers knowledge, labor, management, and ownership
• Business Planning
– Determines the farm or ranch business make up
• Estate Planning
– Reflects the intention of the established generation
• Retirement planning
– Prepares the established generation with means, desire,
and security
www.extension.iastate.edu/annie
Annie’s National Network Initiative for Educational Success (ANNIES)
at Iowa State University Extension
Approach to Training
Annie’s Project Key Principles
• Courses focus on risk management
• Allocate half of class to discussion and hands-on
activities
• Invite local professionals to serve as guest
instructors
• Provide un-biased, research based information
• Create a learning environment where mentoring is
spontaneous
www.extension.iastate.edu/annie
Annie’s National Network Initiative for Educational Success (ANNIES)
at Iowa State University Extension
Approach to Training
Annie’s Project Core Values
• Safe Harbor
– All questions or situations are welcomed for open discussion
• Connection
– To each other and to professionals introduced in class
• Discovery
– The moment when something makes sense where before it did not
• Guided Intelligence
– At any one time there is a woman in the audience who knows more
about the subject being presented than the instructor and is willing to
share her experience
www.extension.iastate.edu/annie
Annie’s National Network Initiative for Educational Success (ANNIES)
at Iowa State University Extension
Elements of Evaluation Design
• Pre, Post and Follow-up Instruments
• ID codes assigned with no link to participant
names
• Responses matched by ID codes
• Responses aggregated by ID codes for location
• Evaluation Guide with procedures/protocols for
facilitators and coordinators
www.extension.iastate.edu/annie
Annie’s National Network Initiative for Educational Success (ANNIES)
at Iowa State University Extension
Instrument Design
• Content Validity
– Developed by experts in the field
– Matched to curriculum content
– Revised after curriculum revision
• Pilot tested and revised
– Example: Asked for estimate of accuracy of precourse knowledge responses on Post. Eliminated
these questions based on high degree of reliability.
www.extension.iastate.edu/annie
Annie’s National Network Initiative for Educational Success (ANNIES)
at Iowa State University Extension
Instrument Constructs: Pre
• Knowledge for each area of
risk management
• Current Practices/Intentions
for each area of risk
management
• Participant goals, concerns,
past course experience
• Demographic information
www.extension.iastate.edu/annie
Annie’s National Network Initiative for Educational Success (ANNIES)
at Iowa State University Extension
Instrument Constructs: Post
• Knowledge for each area of risk management
• Current Practices/Intentions for each area of risk
management
• Opinions:
– Goals for applying knowledge
– Alignment of course with Annie’s core values and
principles
– Suggestions for improvement of course
– Most important topics
www.extension.iastate.edu/annie
Annie’s National Network Initiative for Educational Success (ANNIES)
at Iowa State University Extension
Instrument Constructs: Follow-up
• Current
Practices/Intentions for
each area of risk
management
• Use of course content and
resources
• Impact of course on
participant and farm/ranch
operation
• Suggestions for future
courses
www.extension.iastate.edu/annie
Annie’s National Network Initiative for Educational Success (ANNIES)
at Iowa State University Extension
Guiding Principles for Reporting
• First, do no harm: protect participant identities
• Aggregate results: small samples have low value
and risk identifying individuals
• Don’t report ‘comparisons’ unless tested
statistically
• Think ‘security clearance level’: share only what is
appropriate for the intended audience:
– Raw results for course facilitator and project leaders
– Summarized results for participants, funding agency
– Key findings for funding agency, partners, public
www.extension.iastate.edu/annie
Annie’s National Network Initiative for Educational Success (ANNIES)
at Iowa State University Extension
Use of Reporting
• Facilitator: Aggregated responses from Pre and from Post
– Pre: Tailor course to participant prior knowledge, operation types
– Post: Participant feedback for improving facilitation skills in future
courses
• Presenter: Abbreviated facilitator report
– Pre: Tailor presentation to participant prior knowledge, operation
types
• Project Leaders: Copies of facilitator and presenter reports by
location and by state and/or grant project
–
–
–
–
Monitor quality, professional development needs
Add/Revise course content/materials
Summarize findings/impact for project reports
Use results to seek funding and/or continue sponsorship
www.extension.iastate.edu/annie
Annie’s National Network Initiative for Educational Success (ANNIES)
at Iowa State University Extension
Pilot Program Results - 2012
Pre-Post Frequencies - Business Knowledge
80%
70%
60%
50%
Percentage
40%
of
Participants
Pre Test
Post Test
30%
20%
10%
0%
1 Low
*Data from two locations in Iowa.
www.extension.iastate.edu/annie
2
3
Responses (n=25)
4 High
Annie’s National Network Initiative for Educational Success (ANNIES)
at Iowa State University Extension
Pilot Program Results - 2012
Pre-Post Frequencies - Estate Knowledge
80%
70%
60%
50%
Percentage
40%
of
Participants
Pre Test
Post Test
30%
20%
10%
0%
1 Low
*Data from two locations in Iowa.
www.extension.iastate.edu/annie
2
3
Responses (n=25)
4 High
Annie’s National Network Initiative for Educational Success (ANNIES)
at Iowa State University Extension
Pilot Program Results - 2012
Pre-Post Frequencies - Retirement Lnowledge
60%
50%
40%
Percentage
30%
of
Participants
Pre Test
Post Test
20%
10%
0%
1 Low
*Data from two locations in Iowa.
www.extension.iastate.edu/annie
2
3
Responses (n=25)
4 High
Annie’s National Network Initiative for Educational Success (ANNIES)
at Iowa State University Extension
Pilot Program Results - 2012
Pre-Post Frequencies - Succession Knowledge
80%
70%
60%
50%
Percentage
40%
of
Participants
Pre Test
Post Test
30%
20%
10%
0%
1 Low
*Data from two locations in Iowa.
www.extension.iastate.edu/annie
2
3
Responses (n=25)
4 High
Annie’s National Network Initiative for Educational Success (ANNIES)
at Iowa State University Extension
Lessons Learned
• Participants significantly increased their knowledge in
each transition area: business, estate, retirement and
succession.
• Discussion time was too limited:
– Increased the class from 4 to 5 sessions (15 hours)
• Course flow and homework was somewhat hard to
follow:
– Improved suggested syllabus, and made the priority homework
and reasons for it more clear
www.extension.iastate.edu/annie
Annie’s National Network Initiative for Educational Success (ANNIES)
at Iowa State University Extension
Lessoned Learned
• Some curricula content
was too detailed, while
other content was not
detailed enough:
– Edited content based on
educator and participant
feedback
– Added a 50-min. block
specifically on Insurance
(general, life &
property/casualty)
www.extension.iastate.edu/annie
Annie’s National Network Initiative for Educational Success (ANNIES)
at Iowa State University Extension
Thank you for your Interest!
Contact information:
• Bob Wells
• Madeline Schultz
• Tim Eggers
• Kelvin Leibold
• Mandi Anderson
wellsjb@iastate.edu
schultz@iastate.edu
teggers@iastate.edu
keibold@iastate.edu
mande@iastate.edu
641-673-5841
515-294-0588
712-542-5171
641-648-4850
515-294-5847
• Representing a team of extension educators from 10 states and a
partnership with Farm Credit Council and 11 Farm Credit Associations and
USDA-NIFA’s Beginning Farmer and Rancher Development Program
www.extension.iastate.edu/annie