About Heard Management
About Adrienne Heard
About Calvin Heard
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Financial Management

  • Eliminating the Mystery of Financial Statements
  • Numbers & Budgets (For-Profit version)
  • Numbers & Budgets (Not-for-Profit version)
  • Accounting & Recordkeeping

Business Management

  • Entrepreneurship
  • Business Plan Basics
  • Anatomy of a Business Plan (Advanced)
  • People – Your Most Valuable Asset
  • Cultural Competence
  • Client Relations/Customer Service
  • Risk Management/Problem Solving & Prevention
  • Business Decision Model
  • Non-Profit Organizations
    • Fiduciary Responsibilities of Boards
    • Board Development
    • Numbers & Budgets (Not-for-Profit version)
  • Internal Controls from A-Z
  • Planning Basics: Strategic, Business & Operating

Staff Development

  • Emerging Leaders (Level I and Level II)
  • Your Personal Strategic Plan
  • Staff Development using DISC
    • Success DISCovery Process (individual focus)
    • Dynamic Communication
    • Dynamic Communication and Team Building
  • Conflict Resolution
  • Win with YOUR Leadership Style
  • Leading a Team
  • Coaching Your Employees
  • "Mentoring vs. Coaching" Workshop


Rookie Manager Series - Outline  — Adapted from American Management Association

Individual topics can be presented as a group session or as identified need in individual coaching session.

Topics can be presented in a series of work sessions or “pick and choose” as needed.

  1. Put on Your Manager’s Hat: A New Perspective
  2. Manage Your Time
  3. Plan Your Day
  4. Lead Your People
  5. Build Your Team
  6. Make Effective Decisions
  7. Delegate Authority
  8. Hiring & Orienting New People
  9. Motivate Your People
  10. Appraising Performance
  11. Discipline, Grievances & Terminations
  12. Communicating for Success

Contact Heard Management for additional details on any of the above topics.

Workshops are customized to meet your specific needs and your budget.

Heard Management | P.O. Box 26384, Trotwood, OH 45426 | Phone (937) 837-5273

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