Developed by Carter McNamara, Authenticity Consulting, LLC.
- Categories of topics are listed alphabetically below.
- Topics within categories are listed alphabetically — otherwise, in typical order of use.
- Numerous free, online articles are referenced within each topic.
- Click on the topic’s link to see the articles.
- Use your browser’s “Find” command (control-F) to find a topic.
Action Learning
Understanding Action Learning
- What is Action Learning?
- Some theories underlying Action Learning
- Some models of Action Learning
- Numerous examples of applications of Action Learning
Action Learning Components & Programs
Context of Action Learning Programs
- Other methods of reflection and learning
- Understanding learning and development
- Many forms of development
- Practitioners in learning and development
Related Resources and Topics
Advertising and Promotion
- Definition
- Advertising laws
- Planning
- Writing ads
- Classifieds (newspapers, etc.)
- Direct mail
- Signs and displays
- Radio and T.V.
- Online
- Measuring results
- Also see:
Benefits and Compensation
- Basics of benefits
- Planning a benefits program
- Buying benefits
- Basics of compensation
- Salary surveys (general and technical)
- Also see:
Boards of Directors
Duties and Responsibilities
- Comparing for-profit and nonprofit boards
- For-profit boards
- Nonprofit boards
- Board systems and operations
Corporate Documents
Accountability, Auditing and Disclosure
Liabilities and Risk
Laws Guidelines and Ethics
Officers and Roles
- General guidelines (all roles)
- Chairperson
- Vice chair
- Lead director
- Committee chair
- Secretary
- Treasurer
- Board member
- Chair and CEO role combined?
- Other Roles
Staffing the Board Composition of Members
- General
- Independence of members
- Board diversity
- Women on the board
- Board size
- Term limits
- Board succession planning
- Recruiting members
- Joining a board
- Director compensation
- Improving and Removing Members
Orienting, Educating, Informing Members
Board Evaluation and Development
- Governance codes and reports
- Types of board problems
- Board evaluation
- Procedures to improve boards
- Life stages of boards
- Possible models and structures
- General advice
Special Topics
General Resources
Board Committees
- Forming committees
- Advisory committees
- Audit committees
- Compensation committees
- Executive committees
- Finance committees
- Fundraising committees
- Grant making committees
- Governance committees
- Marketing committees
- Public relations committees
- Personnel committees
- Programs committees
- Risk committees
- Strategic planning committees
Board Meetings and Retreats
- General guidelines
- Agendas
- Meeting minutes
- Virtual meetings and board portals
- Annual general meetings
- Executive (in-camera) meetings
- Retreats
Supervision of Chief Executive
- Hiring the CEO
- Hiring interim CEO
- Evaluating CEO
- CEO succession planning
- Executive compensation
- Board CEO and employee relations
Shareholders and Stakeholder Relations
Capacity Building (Nonprofit)
– suggested
previous readings
– articles
about capacity building
– common
functions in nonprofits
– organizational
performance management approaches
Career Development
– career
advancement
– career change
– career planning
– dress for success
– networking
– resumes
– job
satisfaction
– job searching
– interviewing
for a job
– social networking
– also see:
—employee
performance management
—employee
wellness programs
—jobs
—personal
development
—personal
productivity
—personal
wellness
—staffing
—training
and development
Chief Executive
Role
– what
is chief executive officer?
– what
do chief executive officers do?
– core
areas of knowledge and skills
—basics
in management and leadership
—planning
—organizing
—leading
—coordinating
activities/resources
– action
learning
– CEO
development
– evaluating
the CEO
– transitioning
to new CEO
– “founder’s
syndrome”
– also see:
—boards of directors
—CEO
contracts
—management (an
introduction)
Coaching
Understanding Coaching
– what’s
coaching? compare to other fields?
– general
framework of a coaching program
– coaching
conversations and laser Coaching
—coaching
conversations
—laser
coaching
Coaching as a Service
– benefits
of coaching
– hiring
a coach and getting coached
—would
you benefit from a coach? what kind?
—what’s
the cost? how long does it take?
Field of Personal and Professional Coaching
– two
broad categories of coaching
—performance
coaching
—well-being
(life) coaching
– domains
of coaching
—self-coaching
—one-on-one
coaching
—peer
coaching
—group
coaching
—organizational
coaching
– some
common
types of coaching and virtual coaching
—business
coaching
—
career coaching
—leadership,
executive and management coaching
—life
coaching
—virtual
coaching
– some
examples of coaching models
Doing Coaching
– useful
skills for coaches
– coaching
others
– evaluating
coaching
Business of Coaching
– profession
and professionalism for coaches
– business
of coaching
General Resources and Topics
– some
coaching training organizations and associations
– resources
with many resources about coaching
– bibliographies
of books about coaching
– many
related topics
Communications
(Face-to-Face)
– feedback
– interviewing
(by media, for jobs, exit, etc.)
– listening
– presenting
/ speaking
– non-verbal
– questioning
– also see:
—communications
(writing)
—interpersonal
skills
—organizational
communications
Communications
(Writing)
– general
advice
– composition
skills
—grammar
—spelling
—style
—transitioning
– basic
writing skills
—preparation
checklist
—audience
(targeting)
—formatting
—drafting
—proofreading
– reference
materials (dictionaries, etc.)
– some
types of correspondence
—“bad
news” letters
—brochures
—e-mail
—factual
writing (the “facts”)
—memos
—minutes
(of meetings)
—netiquette
(e-mail style)
—newsletters
—procedures
—questionnaires
—reports
—sales
letters
—sales
proposals
—slides
—surveys
—technical
writing
– also see:
—communications
(face-to-face)
—interpersonal
skills
—organizational
communications
Computers, Internet
and Web
– planning and buying
– software (including
free software)
– learning
– basic
maintenance and support
– computer and network
security
– getting connected
(including free ISPs)
– Internet
– Intranets
– World Wide Web (basics,
building, promoting)
– security (break-ins,
hoaxes, spam, viruses, etc.)
– policies (usage)
– also see:
—building
and managing virtual teams
—e-commerce
(business on Internet
——searching
the Web
Consultants
– understanding
consultants and consulting
– doing consulting
– hiring consultants
– RFPs, proposals
and contracts
– starting consulting business
Controlling
/ Coordinating Activities
– Organizing (many
kinds)
– also see:
—planning
—organizing
—leadership
Crisis
Management
– overview
– critical
incident analysis
– also see:
—insurance
(business)
—risk management
Customer Relationship
Management
Introduction
suggested pre-reading
you are doing CRM now
what is a CRM system?
what are benefits of CRM?
types
of CRM functions
types of CRM systems
Planning Your CRM System
Preparation
1. clarify goals and measures
2. align CRM goals with organizational goals
3. clarify how customers will be treated
4. decide what organizational design changes needed
5. select best CRM software
Developing Your CRM System
redesign your organization
start cultivating a CRM culture
delegate CRM goals, teams and employees
train employees about CRM
Managing Your CRM System
manage your CRM teams and employees
manage your CRM software
evaluate your CRM system
Customer Service
– what is
a customer?
– types
of customers
– types
of customer needs
– what
customers really value
– what
is customer service?
Preparation
– create customer
service plan
– begin
changing culture
– train
about customer service
Satisfying Customers
– identify
customers’ needs
– meet customers’
needs
– get
customer feedback
– measure
customer satisfaction
Retaining Customers
– retain customers
– manage
customer complaints
– manage
customer relationships
– evaluate customer service management
also see
– customer
relationship management
E-Commerce
– basics
and getting started
– getting
computers, Internet, Web, etc.
– electronic
data interchange (EDI)
– building and
managing virtual teams
– product
development
– online
stores
– online
marketing, ads, sales, etc.
Employee Performance Management
– a
story
– overview
– determining
performance goals
– performance
plans
– observation
and feedback
– performance
reviews (including 360-degree)
– rewarding
performance
– performance
problems
– performance
improvement plans
– firing
employees
– also see:
—benefits
and compensation
—career development
—employee
engagement
—employee
wellness programs
—human resource
management
—staffing
—training
basics
Employee Wellness Programs
– drugs
and alcohol in the workplace
—basic
overviews
—diversity
and inclusion
—major
topics
——age
——ethnicity
and race
——religion
——sexual
orientation
——gender
– employee
assistance programs
– ergonomics
(safe facilities in the workplace)
– HIV/AIDS
in the workplace
– preventing
violence in the workplace
– safety
in the workplace
– spirituality
in the workplace
– also see:
—benefits
and compensation
—career development
—employee
wellness programs
—human resource
management
—personal
wellness
—staffing
—training
basics
Ethics and Social Responsibility
– managing
ethics in workplace
– social
responsibility
– complete
handbook for managing ethics
—definitions
—common
myths
—benefits
to managing (moral and practical)
—overview
of ethics program
—managing
ethics program
—key
roles and responsibilities
—codes
of ethics
—codes
of conduct
—ethics
policies
—guidelines
for resolving dilemmas
—ethics
training
– also see:
—legal information
(U.S. law)
—policies
(personnel)
—risk management
Evaluations
– advertising
efforts
– boards
of directors (self-evaluation)
– chief executive
(by the Board of Directors)
– customer
satisfaction (measuring)
– employee
performance
– financial
practices in nonprofits
– fundraising
practices in nonprofits
– group performance
– human
resources mgmnt practices (nonprofits)
– legal
matters in nonprofits
– organizational
communications
– organizational
performance
– planning
practices in nonprofits
– programs
(goals, processes, outcomes, etc.)
– sales performance
– self-assessments
– training
and development
– also see:
—logic
models
—theory
of change
—organizing (many
kinds)
—organizing (many
kinds)
—planning
Facilitation
Understanding Facilitation
– what is
facilitation?
– what does
a facilitator do?
Facilitation as a Service
– how do
you recognize a high-quality facilitator?
– would you
benefit from a facilitator? how much would it cost?
Core Skills for Facilitators
– core interpersonal
skills for facilitators
– core group
skills for facilitators
Types of Groups and Applications
– common
types of groups
– popular
group applications and activities
Doing Facilitation
– preparing
to facilitate
– ice breakers
and warm up activities
– basic tips
for successful facilitation
– staying
centered during facilitation
Business of Facilitation
– professionalism
and ethics
– credentials
– starting
a facilitation business
Facilities Management
– introductory
and general
– specific
facilities (signage, computers, etc.)
– setting
up office
– telecommuting
(working from home)
– inventory
management
– logistics
and transportation
– also see:
—ergonomics
—operations
management
—product
development
—quality management
—safety
in the workplace
Financial Management (For-Profit)
– basics
—role
of treasurer
—getting
an accountant or bookkeeper
—buy
accounting software
—getting
a banker
—basic
overview of financial management
– bookkeeping
basics
– financial
planning
– financial
controls
– managing
a budget
– managing
cash flow
– credit
and collections
– budget
deviation analysis
– managing
fixed assets
– financial
statements
—profit
and loss statement (income stmnt)
—balance
sheet
– financial
analysis
—profit
analysis
—break-even
analysis
—ratios
– financing
major purchases
– cost
cutting
– also see:
—fundraising
(financing by for-profits)
—starting
a for-profit business
—taxation (for-profit)
Financial Management (Nonprofit)
– basics
– bookkeeping
– financial
controls
– financial
planning
– designing
a budget
– managing
cash flow
– credit
and collections
– budget
deviation analysis
– managing
program finances
fixed
assets
– inventory
– financial
statements
—cash
flow statements
—statement
of activities
—statement
of financial position
– financial
analysis (ratios, break-even, etc.)
– financial
reporting
—annual
reports
– assessments
and audits
– coping
with cutbacks
– also see:
—fundraising
& grantwriting (nonprofits)
—starting
a nonprofit
—taxation (nonprofit)
Fundraising (Financing by For-Profits)
– general
advice
– your
money
– seller
financing
– angels
– banks
and finance companies
– state
agencies
– SBA-backed
loans
– venture
capitalists
– also see:
—finances and
accounting (for-profit)
—starting
a for-profit business
—taxation (for-profit)
Fundraising (by Nonprofits)
– fundraising
basics
– fundraising
and the law
– fundraising
leadership: board, development directors
– development
staff: hiring, evaluating and firing
– direct
appeals
– grants:
foundation and corporate
– special
events
– annual
funds
– major
gifts and planned giving
– capital
campaign and endowment fundraising
– fundraising
online
– fundraising
software
– fundraising
planning (tying it all together)
– hiring
fundraisers and paid solicitors
– evaluating
your fundraising knowledge and practices
– related,
but sometimes not necessarily related
– also see:
—finances
and accounting (nonprofit)
—starting
a nonprofit
—taxation (nonprofit)
—program
development and evaluation
General Resources
– org’s that help
– free
trainings
– supersites
– online
groups
– join
peer group
– blogs
– periodicals
– reference
materials
– job banks
Group Performance Management
– team performance
management
– team
building
– leading
teams
– team
performance planning
– team
performance reviews
– team
improvement planning
Group Skills
Growing Organizations
– understanding
life cycles of organizations
– deciding
whether to grow
– evaluating
organizations (doing well now?)
– are
you personally ready?
– typical
challenges in growing
– general
advice to grow organization
– getting
professional help
– financing
growth
– planned
growth — business planning
– planned
growth — organizational change
– ways
to grow — product and market dev.
– ways
to grow — organizational alliances
– ways
to grow — buying a franchise
– ways
to grow– buying a business
– you
may need to add staff
– also see:
—starting
an organization
Guiding Skills
– coaching
– counseling
– delegating
– mentoring
– morale
boosting
– motivating
– power
and influence
– also see:
—group skills
—leadership (an
introduction)
—basic overview
of supervision
Human Resource Management
– overviews
of human resource management
– talent
management
– getting
the best performers
– training
employees
– paying
employees (and providing benefits)
– ensuring
compliance to regulations
– ensuring
safe work environments
– sustaining
high-performing employees
Innovation
– what is
innovation?
– leading innovation
– linking to
operations
– also see:
—marketing
—product
development
—strategic
planning (esp. strategizing)
Insurance (Business)
– basics
– buying
insurance
– reference
materials
– also see:
—crisis
management
—risk management
Interpersonal Skills
– building
trust
– conflict (interpersonal)
– diversity
and inclusion
– etiquette
(manners)
– handling
difficult people
– negotiating
– office
politics
– also see:
—communications
(writing)
—communications
(face-to-face)
—organizational
communications
Interviewing (many types)
– exit interviews
– interviewed
by the media
– interviewing
as research method
– interviewing
for a job
– interviewing job
candidates
leadership (all about)
– how
to understand leadership literature
– definitions
and views of leadership
—views
that leading is different than managing
—views
that a difference is not good
—major
theories
—selecting
models and styles
—conventional
traits and styles
– different
domains of competencies needed in each
—understanding
leadership competencies
—understanding
and using competency models
—core
competencies
—how
to lead yourself
—how
to lead another
—how
to lead a group
—how
to lead organizations
—how to
improve leadership
—miscellaneous
topics
– also see:
— chief
executive role
Leadership Development Planning
– preparation
—first
understand term “leadership”
—what
does leadership development look like?
– informal
activities to learn leadership
—go
beyond reading books
—ideas
for activities to learn leadership
– customizing
your training plan
—preparation
for designing your plan
—determining
your training goals
—determining
learning objectives & activities
—developing
materials you may need
—planning
implementation your training plan
—evaluating
your training plan and experiences
—follow-up
after completion of plan
– also see:
—management
development planning
—supervisoral
development planning
—training
basics
Legal Information (U.S. Law)
– advertising
and marketing laws
– basic introduction
to legal system
– constitution
and declaration of independence
– contracts(business)
– employee
laws
—employee
contracts
——basics
——“at-will”
contracts
——non-compete
agreements
——CEO
contracts
——miscellaneous
topics
—major
topics and issues
——affirmative
action
——age
discrimination
——disabled
workers
——discrimination
(general)
——drugs
in the workplace
——equal
employment opportunity
——HIV/AIDS
in the workplace
——preventing
violence in workplace
——privacy
rights
——racial
discrimination
——religious
protection
——safety
in the workplace
——sexual
harassment
——sexual
orientation discrimination
—major
employee laws
——American
with Disabilities Act (ADA)
——Child
Labor Laws
——Civil
Rights Act of 1964
——Comp.
Omnibus Reconcil. Act (COBRA)
——Immigration
and Nationality Act (INA)
——Emp.
Retirement Income Security (ERISA)
——Fair
Labor Standards Act (FLSA)
——Family
and Medical Leave Act (FMLA)
——Fed’l
Employee Compensation Act (FECA)
——Health
Ins. Portability & Acct. Act (HIPAA)
——Occup’l
Safety and Health Admin. (OSHA)
——Unemployment
Compensation
——Uniformed
Services Emp. Rights (USERRA)
– enterprise
law
– federal
laws
– intellectual
property
– lawyer
(getting and using)
– nonprofit-specific
laws
– reference
materials (online libraries, etc.)
– state laws
– telecommunications
laws
Management (an Introduction)
– what is management
—basics definitions
—leading
versus managing? (pros and cons)
—history
of management in US
—current
theories
—emerging
trends
– what do managers
do?
—managing
yourself
—core skills
—major
function — planning
—major
function — organizing
—major function
— leading
—major
function — coordinating/controlling
—general advice
(tips, etc.)
– basic guide
to management and supervision
– also see:
— chief
executive role
—guiding skills
—leadership (an
introduction)
—supervision (an
introduction)
Management Development Planning
– preparation
—first
understand term “management”
—what
management development look like?
—strong
value of self-directed learning
– informal
activities to learn management
—go
beyond reading books …
—activities
to learn management
– customizing
your training plan
—preparation
for designing training plan
—determining
overall goals
—determining
learning objectives and activities
—developing
materials you may need
—planning
implementation of plan
—evaluating
training and experiences
—follow-up
after completion of plan
– also see:
—leadership
development planning
—supervisoral
development planning
—training
basics
Marketing
– basics
– planning
– positioning
—marketing
research
—competitive
analysis
—pricing
—sales
forecasting
—position statement
– advertising
and promotions
—naming and branding
—public and
media relations
—sales
– telemarketing
– online marketing
– evaluating
marketing efforts
Operations Management
Introduction
– what is operations management (OM)?
– various definitions
– what are goods and services?
Roles in OM
– operations management specific roles
– chief operations officer
– operations manager
What is Operating System?
– what are operations systems?
– what is a system?
– what is an operations system?
– align with strategic planning
Planning Operations Systems
– phase 1: planning operations systems
– product/service planning
– capacity
planning
– facilities and layout planning
– job and work design
– work flow management
Planning Operations
– phase 2: planning operations
– production and scheduling
– plan operations
– supply chain management and inventory management
– service design
– plan inventory
– quality control
Managing Productivity
– phase 3: managing productivity
– what is productivity?
– methods to measure productivity< br />
–
Organizational Alliances (Mergers, etc.)
– collaboration
– mergers, joint ventures and
acquisitions
– also see:
—organizational
change
—organizational
communications
—organizational
performance management
—organizations
(an introduction)
—starting
an organization
Organizational
Behavior
– description
– what is organizational
behavior?
– practices to influence
desired behaviors
– cultivating the right
organizational culture
– applying the right
leadership
– understanding
how to develop great leaders
– finding the right people
– understanding nature
and needs of employees
– sustaining strong
job satisfaction
– developing high-performing
teams
– maintaining strong
performance
Organizational Change and Development
– understanding
change
– broad context for org’l change
and dev.
– types
of change
– why
difficult to change
– barriers
to change
– change
models
– roles
during change
– most
change efforts fail?
– choosing
interventions
—human
process interventions
—technostructural
interventions
—human
resource interventions
—strategic
interventions
– also see:
—organizational
alliances (mergers, etc.)
—organizational
communications
—organizational
performance management
—organizations
(an introduction)
Organizational Communications
– general
information
– assessments
– internal
communications
– external
communications
– also see:
—communications
(writing)
—communications
(face-to-face)
—interpersonal
skills
Organization Development (Field of)
– what
is organization development?
– diverse
perspectives on the field
– history
and theories of OD
– future
and emerging theories of OD
– other
fields and related competencies
– also see
—Organizational
Change
Organizational
Evaluation
– what
is organizational evaluation?
– benefits
of organizational evaluation
– guidelines
for successful evaluation
– design
your evaluation plan
– critical
role of diagnostic models
– implement
your evaluation plan
– types
of diagnostic models
– example
of a diagnostic model
– types
of issues in organizations
– types
of recommendations to organizations
– free
assessments for businesses
– free
assessments for nonprofits
Organizational Performance Mgmnt
– what
is organizational performance management?
– general
guidelines
– performance
planning
– performance
appraisal
– performance
development planning
– process
evaluation
– also see:
—large-scale
interventions
—organizational alliances
(mergers, etc.)
—organizational
change
—organizational
communications
—organizational
structures
—quality (includes
various programs)
—starting
an organization
Organizational Sustainability
– truly
understanding organizational sustainability
– sustainability
of for-profit and government org’s
—strategic
—products,
services and programs
—personnel
—financial
—to
develop organizational sustainability plans
– sustainability
of nonprofit organizations
—strategic
—products,
services and programs
—personnel
—financial
—to
develop nonprofit org’l sustainability plans
– suggestions
to address any current issues
Organizational Structures and Design
– what is an organization?
– what makes each unique
– how they’re the same
– overview of life cycles
– overview of organizational culture
– forms and structures
– driving forces and paradigm
– emerging nature and structures
– guidelines for design
– wrap
up: grasping big picture
– also see:
—organization
development — the field
— organizational
alliances (mergers, etc.)
—organizational
change
—organizational
communications
—organizational
performance management
—organizing (many
kinds)
—starting
an organization
—virtual teams
Organizing (many kinds)
– organizing
yourself
– tasks,
jobs or roles
– organizing
staff
– groups
– communities
– preparing yourself
– re-organizing
current business
– also see:
—controlling
/ coordinating activities
—leadership
—planning
—Organization
Development — the field
—organizational
structures
—starting
an organization
Performance Mgmnt (foundational)
–
traditional and progressive approaches
– what’s
“performance”?
– key terms
– performance
planning
– performance
appraisal
– performance
improvement planning
– benefits
and concerns
– measurements
– during
rapid change
– also see:
—employee
performance management
—group performance
management
—organizational
performance management
Personal Development
– adult
learning
– concentrating
– continuous
learning
– creative
thinking
– critical
thinking
– learning
in courses
– defining
learning
– group learning
– how
to study
– key
terms in learning
– improving
your learning
– improving
your thinking
– learning
styles
– memorizing
– mindfulness
– mindsets
– online
learning
– reading
skills
– reframing
– self-reflection
– self-assessments
– systems
thinking
– taking
tests
– types
of learning
– using
study guides
– writing
skills
– also see:
—career development
—personal
productivity
—personal
wellness
—training
basics
Personal Productivity
– critical
thinking
– creative thinking
– decision
making
– organizing
yourself
– problem
solving
– time
management
– also see:
—career development
—personal
development
—personal
wellness
—systems thinking
Personal Wellness
– assertiveness
– attitude
– authenticity
– burnout
– cynicism
– emotional
intelligence
– financial
fitness
– job
satisfaction
– motivating
and inspiring yourself
– physical
fitness
– self-confidence
– stress
management
– work-life
balance
– workaholism
– also see:
—career development
—employee
wellness programs
—personal
development
—personal
productivity
—personal
wellness
Planning (many kinds)
– business
planning
– guidelines & framework
for successful planning
– management
by objectives
– program planning
– project planning
– strategic
planning (vision, mission, etc.)
– also see these specific types of planning:
—advertising
and promotions planning
—disaster
planning
—career planning
—communications
plan (external)
—communications
plan (internal)
—computer systems
planning
—planning yourself
—fundraising
planning (nonprofit)
—fundraising
(for-profits)
—leadership
development planning
—management
development planning
—marketing planning
—performance
planning (generic)
—performance
improvement plans (generic)
—program
planning
—research
design planning
—staffing planning
—supervisoral
development planning
—training
and development planning
– also see these general topics:
—controlling
/ coordinating activities
—evaluations
—leadership
—organizing (many
kinds)
Policies (Personnel)
– employee
manuals
– personnel
policies
– records
management
– also see:
—employee
law
—ethics
Product Development
– basic
introduction
– idea
for new product or service
– (planning
new business around idea?)
– product
verification and funding
– product
development
– product
production
– product
distribution, ads/promos, sales & service
– also see:
—controlling
/ coordinating activities
—intellectual
property law
—marketing
—operations
management
—planning
—quality management
Program Management
– what’s
a program?
– feasibility
study for new program
– guidelines
for program planning and management
– program
evaluation
Project Management
Foundations of Project Management
– basics
of planning
– overviews
of project management
– roles
in project management
– skills
required to leading teams and people
Project Planning
– feasibility
studies — project worth doing?
– project
planning — outcomes, goals and obj’s?
– project
governance — business level control of project
– project success criteria — how involve everyone
Allocating Project Resources
– benefits planning — how implement most valuable
– resource
allocation — what need to implement?
Risk Assessment and Ethics Management
– risk
management analysis
– ethical
analysis of project
Implementing Projects
– implementation
of project plan
– communicating
your plans and status
—we
communicate to whom and when?
Evaluating Projects
– earned
value mgmt — how measure progress?
– evaluating
projects and results — how do we
—evaluate
implementation and project results?
– when
projects are in trouble — what do?
– pitfalls
and what do we do if they occur?
General Resources and Topics
– glossaries
of project management terms
– resources
with many resources about project management
– software
tools to do project management process
– organizations
focused on project management
– getting
PMP certification
– some
related fields
– related
library topics
Public and Media Relations
– managing
your public image
– protecting
or repairing online reputation
– managing
media relations
– additional
information for nonprofits
– also see:
—advertising
and promotion
—marketing
—sales
Quality Management
Introduction to Quality Management (QM)
what is quality management?
– you re doing QM
– QM in organizations
– quality best managed as system
– more terms in QM
– pioneers in QM
Approaches to Quality Management
– common approaches to
– balanced scorecard
– benchmarking
– business process reengineering
– continuous improvement
– failure mode and effects analysis
– ISO9000
– Kaizen
– lean management
– quality circles
– six sigma
– total quality management
additional approaches
to QM
– useful tools in
QM
Planning Your QMS
develop your QMS team
– establish
– QM
– goals
– decide organizational designs
– identify goals
– select approach to QM
– select
– QM
– software
Developing Your QMS
redesign organization
– begin cultivating
QM
– culture
– delegate QMS goals to teams and employees
– train your employees about
– QM
Managing Your QMS
– manage QMS teams and employees
– manage QMS software
– audit your QMS system
– resources
– also see:
—controlling / coordinating activities
—evaluations
—operations
management
—org’l
performance mgmnt (& methods)
—planning (many kinds)
—product development
Research Methods (Basic Business)
– planning
research design
– brief overview
of methods
– selecting
which methods to use
– method:
appreciative inquiry
– method:
case study
– method:
focus groups
– method:
interviewing
– method:
questioning
– method:
questionnaire
– method:
survey
– analyzing,
interpreting and reporting results
– also see:
—business
data analysis
—evaluations(many
kinds)
—planning yourself
—market
research
Risk Management
– security
systems
– disaster
planning
– theft,
fraud, forgery, etc.
– also see:
—crisis
management
—ethics management
—insurance
(business)
Sales
Foundations for Successful Sales
– what is
sales?
—understanding
the sales process
—understanding
the sales cycle
– value of
product knowledge
– useful
skills to have in sales
—useful
business skills for salespeople
—useful
people skills for salespeople
– understanding
types of clients and how to engage them
—types of
clients
—multi-cultural
customers and sales
Sales Process and Sales Pipeline
– 1. generating
leads – using sales channels
—direct
postal mail
—email
—face-to-face
—internet
and Web
—social
networking
—telemarketing
(phone)
—trade
shows
2. qualifying
the client — is client a prospect?
—first impressions
and establishing rapport with leads
—understand
the needs and wants of each lead
—getting
to decision-makers
3. sales interviews
and presentations with prospects
— opening
statements
—establishing
rapport and trust
—really
listening (verbal and nonverbal)
—effusive
sales presentations
—dealing
with objections
4. sales proposals
and negotiations
—proposals
and sales letters
—negotiations
5. closing
the sale
—techniques
for closing
—sales contracts
6. account
maintenance and management
—customer
service
—customer
satisfaction
Miscellaneous Perspectives and Challenges and Pitfalls
– various
philosophies of marketing and sales
– challenges
and pitfalls
Managing Yourself for Successful Sales
– staying
motivated
– keeping
positive attitude
– organizing
yourself
– managing
your time and stress
Managing Sales Activities and Sales Force
– sales staffing
and training
– sales forecasting
and goals
– motivating
sales force
– measuring
and evaluating sales activities
– compensating
sales force
General Resources
– resources
providing many resources
– glossary
and dictionaries about sales
– free tools
and templates
– also see:
—advertising
and promotion
—product
development
—marketing
Social Entrepreneurship
– basics
and definitions
– examples
– why
it matters
– related
fields
– resources
for doing it
– connecting
with others
– also see:
—business
planning
—fundraising
& grantwriting (nonprofits)
—project
planning
—taxation (nonprofit)
—strategic
planning (vision, mission, etc.)
Social Networking
– what
is social networking?
– what
is social media?
– uses
of social media
– how
to get started
– build
from scratch
– social
networking policies
– social
media for marketing
– categories
of social media tools
– major
social media tools
– what
is success?
– how
to measure
– how
to monitor
– how
to fight back
Staffing
– work force planning
—succession
planning
– specifying
jobs and roles
—job and
task analysis
—job descriptions
—competencies
– recruiting
—sourcing
—advertising
—online
recruiting
– outsourcing
functions and service
—consultants
(getting and using)
—- – sample request
for proposal
—- – sample contract
—volunteer programs
(including online)
—temporary
/ contingent workers
– screening applicants
—interviewing
candidates
—background checks
—testing
job candidates
– selecting (hiring)
—job offers
– new
employee orientation
– retaining employees
– outplacing and
downsizing
– exit interviews
– also see:
—benefits
and compensation
—career development
—employee
law
—employee
performance management
—employee
wellness programs
—human resource
management
—leadership
development planning
—management
development planning
—personnel
polices, handbooks and records
—supervisoral
development planning
—training
basics
Starting a Business
Don’t Forget About You!
– get yourself ready
– separate map from journey
Verify Your Business Idea
– what’s your business idea?
– is it a viable business idea?
Get the Necessary Funding
– write your business plan
– get necessary funding
Design Your Business
– become legal and official
– plan your staffing
Select Location and Plan Facilities
– plan your facilities
– select the best location
Develop Your Product or Service
– develop your product or service
– develop your ongoing supply chain
Plan Your Marketing and Sales
– plan your marketing
– plan your sales
Sell Your Product or Service
– start selling to your customers
– ensure strong customer service
Manage and Grow Your Business
– manage your business
– grow your business
Starting a Nonprofit
– what
mean by “starting a nonprofit”?
– feasibility
study — “really start nonprofit?”
– consider
fiscal sponsorship
– need
lawyer?
– nonprofit
incubators
– free
development program
– checklists
for starting new nonprofit
– table
of reminders
– free
online program to build nonprofit
– also see:
—e-commerce
(start business on Internet?)
—enterprise
law
—organizational
structures
—social entrepreneurship
Supervision (an Introduction)
–
what is supervision?
—be
acquainted with broad content
—know
how organizations structured
—know
major functions in management
—know
which leadership approach to use
– typical
roles in supervision
—advocate
—boss
—coach
—facilitator
—mentor
—trainer
– core competencies
to supervise
– staffing
(human resource management)
—ensuring
conformance to personnel policies
—designing
job roles
—ensuring
diversity and Inclusion
—deciding
compensation and Benefits
—recruiting
good candidates
—screening
job candidates
—hiring
employees
—orienting
employees
—retaining
employees
—rewarding
employees
– employee performance
management
—setting
goals
—training
employees
—leading
employees
—motivating
employees
—sharing
feedback
—performance
reviews
—addressing
performance problems
—terminating
employees
– team performance
management
—team culture
—team
building
—leading
teams
—team
performance planning
—team
performance reviews
—team
improvement planning
– also see:
— chief
executive role
—guiding skills
—leadership (an
introduction)
—management (an
introduction)
Supervisoral Development Planning
– preparation
—first
understand term “supervision”
—what
supervisory development look like?
—strong
value of self-directed learning
– informal
activities to learn supervision
—go
beyond reading books
—activities
to learn supervision
– customizing
your training plan
—preparation
for designing training plan
—determining
overall goals
—determining
learning objectives and activities
—developing
materials you may need
—planning
implementation of plan
—evaluating
training and experiences
—follow-up
after completion of plan
– also see:
—leadership
development planning
—management
development planning
—training
basics
Supply
Chain Management (SCM)
What is Supply Chain Management?
– you
are in supply chain
– problems
in SCM
– what
is SCM?
– SCM
best managed as system
– SCM
in any organization
– problems
ineffective SCM
– SCM
for any organization
– benefits
of high-quality SCM
Planning Your SCM
– characteristics
of SCM
– develop
your SCM team
– use
SCOR© model?
– establish
SCM system goals
– decide
organizational changes
– use
push or pull drivers?
– partner
with others to operate SCM?
– select
best SCM software
– SCM
software
Developing Your SCM
– redesign
organization
– delegate
QMS goals
– train
your employees SCM
Managing Your SCM
– three
levels managing SCM
– chain
management in SCM
– manage
these flows
– risk
management
– safety
and security
– social
responsibility
– evaluating
your SCM
Sustainable Development
– introduction
and basics
– general
resources and organizations
Systems Thinking
– basics
—definitions
—what’s
a system?
—what’s
systems theory?
—what’s
systems thinking?
—what are
some systems principles?
—what are
some systems tools?
– systems
thinking in organizations
– organizations
as open systems
– five disciplines
of systems thinking
– some applications
– inquiry
and advocacy
– chaos theory
– also see:
—continuous
learning
—learning
organization
—person
Taxation (For-Profit)
– educating
yourself
– basics
– tax
planning
– importance
of record keeping
– do
your own taxes or get help?
– federal
income taxes
– employee/payroll
taxes
– state
and local sales taxes
– state
tax obligations
– use
tax
– other
taxes
– resources
– topic
— independent contractor or employee?
– also see:
—buying
a business
—finances and
accounting (for-profit)
—fundraising
(financing by for-profits)
—starting
a for-profit business
Taxation (Nonprofit)
– getting
tax-exempt status
– importance
of record keeping
– federal,
state, sales, payroll taxes, etc.
– preparing
and filing Form 990s (and disclosure)
– donations
and taxes
– unrelated
business income taxes (UBIT)
– lobbying
and taxes
– topic
— independent contractor or employee?
– also see:
—finances
and accounting (nonprofit)
—fundraising
& grantwriting (nonprofits)
—starting
a nonprofit
Training and Development
– understanding
training and development
—reasons
and benefits
—basics
about adult learning
—basic
requirements of learners
—basic
requirements of supervisors
—suggestions
to enrich training and development
– understanding
learning and development
—basic
terms
—informal/formal
& self-/other-directed
—types
of learning (loops of learning)
—strong
value of self-directed learning
– formal
(not necessarily systematic) T&D
—overviews
of formal processes
—employee
orientation programs
—employee
training programs
——corporate
training universities
—basic
guidelines to design training plan
——ideas
for learning activities
——basic
guidelines learning objectives
– systematic,
formal approaches
—analysis
(identifying training goals)
—designing
methods and materials
——distance
learning (methods and resources)
——online
Learning
——training
room design
—developing
methods and materials
—implementing
training
——selecting
a trainer
——if
you do the training
—evaluating
training
– Human
Performance Technology
– also see:
—employee
performance management
—human resource
management
—leadership
development planning
—learning
organization
—management
development planning
—staffing
—supervisoral
development planning
Volunteer Management
Planning Your Volunteer Program
considerations in establishing
– online
tutorial about volunteer management programs
– role
of volunteer managers
– staffing
analysis
– legal
and risk considerations
– policies
and procedures
– volunteer
job/task descriptions
Operating Your Volunteer Program
– volunteer
recruitment
– screening
volunteers
– selecting
(“hiring”) volunteers
– orienting
and training volunteers
– supervising
– volunteer
and staff relations
– assessing
your volunteer management practices