Heard Management

Financial statements can be quite friendly once you get to know them. This workshop provides you with a basic understanding of the purpose, structure and utility of the monthly financial statement. It will help you:

Interpret each financial statement
Identify what to highlight for variances
Understand how to use the reports as a management tool

Outline:

Comments on Recordkeeping
Definitions
Balance Sheet
Operating Statement
Cash Flow
Projections
Presentations
Management Tools


	Goals: The budget is a key resource to keep your organization moving in the right direction. This workshop shows you how to use your budget as a tool for professionally managing your organization, including the basics of the budget process, budgeting for expenses and revenue, and guidelines for making your budget process effective. Close

Purpose:
Financial statements can be quite friendly once you get to know them. This workshop provides you with a basic understanding of the purpose, structure and utility of the monthly financial statement.

Content:

Explore “Accounting” Definitions. Learn about the ways businesses keep vital records of their activities and track their day-to-day transactions through recordkeeping and accounting.
Explore the development of budgets
Explore how to present information to your board
Explore the basic financial statements
Explore how to use your financial statements to manage your agency

PURPOSE: Learn about the ways businesses keep vital records of their activities and track their day-to-day transactions in traditional accounting. Understand the structure, content, and application of a variety of recordkeeping forms and accounting methods.

CONTENT:
Explore the differences and connections:

Recordkeeping
Accounting
Financial Management

Explore the requirements of a recordkeeping system

Explore the sources of documentation

Income
Purchases
Business Expenses

Explore the challenges of recordkeeping

Petty Cash
Separate bank accounts
Travel
Debit/Credit Cards
Purchase Authorization

Purpose: To introduce individuals to the importance of Entrepreneurship; Includes:

Advantages/Disadvantages of Business Ownership: What does it take? The "Business Plan".
Entrepreneurial Essentials: Where do Founders get Key Ideas; Why Plan
Business Start-Up: Organization Matters; Entity Selection; Keeping Books & Records; Start-Up Costs

FOR PREVENTURE AND START-UPS PURPOSE:

If you fail to plan, you plan to fail. Learn the skills you need through real-world examples, worksheets, sample forms and no-nonsense advice. For those who are determined to manage their company for survival and success. Business plans aren’t just for the bank! Good managers use them as a roadmap to success.

Operations Description
Marketing Approach
Financial Projections
Supporting Documents

FOR EXISTING BUSINESSES (OVER 3 YEARS) PURPOSE:

Operations Description
Marketing Approach
Analyzing Historicals
Financial Projections
Supporting Documents

Textbook: Anatomy of a Business Plan by Linda Pinson can be purchased separately on-line.

PURPOSE: Provide leaders with a basic understanding of the challenges and requirements of effective staffing in an organization.

CONTENT:
Explore how to DEFINE your staffing needs

Job Descriptions
Job Analysis

Explore how to DETERMINE your staffing needs

Employee Planning
Employee Search Strategies
Independent Contractors

Explore the challenges of MANAGEMENT

Management Functions
Outside Advisors
Communicating with Written Policies & Procedures

Explore the COST of staffing

Internal & External Equity
Establishing Pay Rates
Employee Benefits & Payroll Taxes


	Cultural competency emphasizes the idea of effectively operating in different cultural contexts. Knowledge, sensitivity, and awareness do not include this concept. It goes beyond diversity (demographic measurements) and looks at how psychographics affect your clients’ comfort. Highly interactive with role-playing. Close

Purpose: The workshop is customized to meet the needs of your office staff to improve efficiency, effectiveness and professionalism. Includes review of job descriptions, company personnel procedures and role playing.

Content:

Business Etiquette
Boss Etiquette
Telephone Competency
Office Competency
Action Competency

Goals: The best way to manage risk is by identifying, solving and preventing problems.

Outline:
Problem Solving

Define the problem
Determine the consequences
Evaluate the alternatives
Choose an alternative
Act
Evaluate

“Do It Right” Steps

Determine how to do it right
Document how to do it right
Distribute the news on how to do it right
Take action on those who won’t do it right


	Purpose: To provide business leaders with a logical model to use in evaluating “opportunities”. How to evaluate the opportunity, when to STOP, when to continue. Close

The only difference between non-profit and for-profit business is the reason for existence (community benefit vs. financial benefit). Every organization has to apply business skills in order to survive and achieve its mission over the long range. The goal of these workshops is to assist agencies with a “community service” frame of mind to UNDERSTAND how to survive.

Fiduciary Responsibilities of Boards
Board Development
Numbers & Budgets (Not-for-Profit version)
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Purpose:
Provide leaders with a basic understanding of their legal duties as a governing board of an organization.

Content:

Explore the duty of CARE
Explore the duty of LOYALTY
Explore the duty to MAINTAIN ACCOUNTS
Explore the duty of COMPLIANCE

Purpose:
Provide leaders with an approach for fulfilling their duty to plan for the continuity and renewal of the board.

Content:

Explore how to IDENTIFY candidates
Explore how to RECRUIT candidates
Explore how to PROVIDE ORIENTATION
Explore how to INVOLVE new members
Explore how to EVALUATE board members

Content:

Explore “Accounting” Definitions. Learn about the ways businesses keep vital records of their activities and track their day-to-day transactions through recordkeeping and accounting.
Explore the development of budgets
Explore how to present information to your board
Explore the basic financial statements
Explore how to use your financial statements to manage your agency

Purpose:
Create an AWARENESS of purpose, content and requirements for standard operating procedures

Content:
Internal controls are the process by which management assures itself, insofar as feasible, that actions take by members of an organization conform to management’s plan and policies – assuring that resources are obtained and used effectively, efficiently and legitimately. Standard operating procedures are implemented to assure that operations and finances are managed with responsible stewardship.

At the end of this session you should:

Have a clear understanding of what is involved in a standard operating procedure.
Understand how these procedures can impact the efficiency, effectiveness and profitability of your business
Understand how to use these procedures

Purpose:
Provide an overview of the planning process. At the end of the workshop, participants will:

Content:

Understand the distinctions between a strategic plan, a business plan and an operating plan.
Understand how these plans work together for the success of your business/project.
Understand the importance in the sequence of developing the plans.
Understand the 5 steps to use with each plan.

EMERGING LEADERS assists organizations in developing internal staff as potential leaders. Part I: Heard Management will provide staff development services for cohorts of 15 staff. Services will include behavioral profile assessments and an on-site workshop to assist staff in using the assessments to enhance their leadership potential.

Part II: Follow-up counseling and “accountability sessions” are available for individuals.

ADVANCED EMERGING LEADERS assists organizations in further developing first line supervision. All counseling is done on an individual basis in four to six 2-hour sessions. The first session includes review of results from a 360o feedback survey (responses from the individual, his/her manager, subordinates and peers) as well as the behavior assessment tool used with Emerging Leaders.

This intense workshop will take you through the four phases of personal strategic planning.

DREAM – Develop a vision of the future. Know what you are and what you can see yourself doing.
BELIEVE – Decide you CAN achieve your vision.
THINK – Decide what you’ll need to achieve your vision.
DO – Develop and implement your plan.

Purpose: To help you define your future and develop a plan to achieve it.

Process: this is a WORKSHOP, not a motivational speech or an entertainment session. The emphasis is on WORK. I will guide you through a thought process that helps you decide for yourself the best way to achieve your desired future. The final step will review all of the previous material and then show you how to make a true commitment to achieving your vision for a successful life.

Staff Development workshops use the Target Training International Success Insights Collection individualized report. This highly validated instrument provides a comprehensive, personalized report with information unique to the respondent’s behavior. The same assessment report is used throughout and does not have to be repurchased for multiple workshops. This report is also used for executive coaching.
Workshops include:

Success DISCovery Process (individual focus)
Dynamic Communication
Dynamic Communication and Team Building

Success Insight Reports can be purchased separately without participating in workshop; if purchased on-line, purchase will include the report and a debriefing manual. Two versions are available:

Executive/CEO Version
Management/Staff Version
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Understand his/her own behavioral design
Recognize his/her talents
Recognize, understand and appreciate others’ behavioral designs
Know the benefits of applying a behavioral model

At the end of this workshop, participants will:

Know the benefits of applying a behavioral model
Understand their own behavioral designs
Recognize, understand and appreciate others’ behavioral designs
Adapt for enhanced communication, understanding and relationships
“People Read” all four factors (tone of voice, words, body language, pace)

Staff Development workshops use the Target Training International Success Insights Collection individualized report. This highly validated instrument provides a comprehensive, personalized report with information unique to the respondent’s behavior.

This workshop contains information that is CUSTOMIZED to the team members participating in the workshop. At the end of the workshop, participants will:

Understand the “team” concept for achievement
Know the benefits of applying a behavioral model
Understand their own behavioral designs
Recognize, understand and appreciate others’ behavioral designs
Be able to adapt for enhanced communication, understanding and relationships with the other members of their team
Understand the different value each member brings to the team

Using the approach developed by the Conflict Resolution Network, Chatswood, Australia, participants will learn the from among twelve skills of conflict resolution, based on the length of time available for the workshop. Participants will understand the nature of conflict – realizing that conflict is all around us and that avoiding it is impossible and undesirable. They will learn skills to enhance their ability to manage conflict with positive results.

The Win/Win Approach
Creative Response
Empathy
Appropriate Assertiveness
Co-operative Power
Managing Emotions
Willingness to Resolve
Mapping the Conflict
Designing Options
Negotiation
Mediation
Broadening Perspective

Part of the success in measured through the increase in the knowledge base and understanding of the participants – and their increased awareness of the importance of their individual contribution to the long term success of the organization’s mission. The workshops are customized to suit your specific needs and time-frame. Conflict resolution workshops are available in one-day, two-day, and three-day formats


	PURPOSE: Provide individuals with the knowledge to transform themselves from “managers” into “leaders”. At the end of this seminar participants will understand the basics of leadership, understand their own leadership style versus the style of other leaders, identify their strengths and identify opportunities for improvement. Close

PURPOSE: To provide managers and supervisors with insights into how to manage their teams. At the end of this workshop, participants will:

Understand “team” and “leader” concepts
Understand HOW to build a team as a leader
Understand HOW to achieve success with their teams

Purpose: Help you get the best from your team and let you focus on achieving better results for your organization.

Content: Practical advice that shows a manager how to develop the coaching approach. Includes assessment of coaching skills and key points to consider.

Purpose: To provide managers with insights into how to develop their staff.

The confusion between mentoring and coaching often cause companies to choose an approach without understanding that they serve a different purpose and follow different approaches to employee development. At the end of this workshop, participants will understand the ways in which the two approaches are different and similar, and how mentoring can be transformational.

Format: Workshop length is approximately 4 hours. Format is a combination of lecture, interactive participation, discussion, and real world examples. Participants: 10-20.

Outline:

Mentoring and Coaching Defined
Common Elements
25 Ways they're Different.
Mentoring Toolkit

"Coaching is about skills and knowledge acquisition. Mentoring is transformational and involves much more than simply acquiring a specific skill or knowledge."