FREE MANAGEMENT LIBRARY

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Free Management Library

Here is one of the world's most complete, well-organized libraries of 1,000's of highly practical resources for personal, professional, business and organizational development. The broad categories below include sections, each of which has numerous topics. Also, each topic includes links to descriptions and various online articles related to that topic.

You might pick which topics are most interesting to you, or those needed to solve a problem or achieve a goal. You might also use some of the evaluation tools listed to the right in some of the sections to identify what you need to work on. You can always use the search box or scan down the topics in the sections. To learn more about the Library, see How to Use the Library.

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Category: Yourself

 Improve Your Core Skills

 Manage Yourself

 Work With Others

 Work With Groups

Category: Leadership

 How to Govern (Boards)

 How to Manage

 How to Lead

 How to Supervise

Category: Entrepreneurship

 Start/Grow Organizations

 Business Laws & Ethics

 Strategic Planning

 Business Planning

Category: Products

 Product and Program Development

 Operations and Project Management

 Supply Chain Management

 Quality Management

(2)

Category: Sales and Promotions

 Marketing & Research

 Advertising, PR & Social Media

 Sales

 Customers & Relationships

Category: Personnel

 HR & Staffing

 Training Employees

 Employee Performance & Management

 Volunteer Management

Category: Finances

 Finances & Funding (For-Profit)

 Finances & Funding (Nonprofit)

 Organizational Taxes

Category: Organizations

 Organizational Performance Management

 Organizational Design

 Organizational Behavior

 Organizational Evaluation

 Organizational Change

 Organization Development

Category: Consulting

 Foundations of Consulting

 Collaborative Consulting

 1. Contracting

 2. Discovery/Diagnosis

 3. Action Planning

 4. Implementation

 5. Evaluation

 6. Termination

 How to Use It

(3)

 Share Feedback

 Suggested Books

 To Get Updates

 FML Links

 Home

 Index

Your Learning

 Need Ongoing Support?

 Design Your Learning Plan General Resources

 Blog Directories

 Free Trainings

 Job Banks

 Online Groups

 Orgs that Help

 Periodicals

 Reference Materials

 Supersites

Improve Your Core Skills

Reading

 What is Reading?

 Types of Reading

 Skills Needed

 Improving Reading

 Improving Comprehension

 Improving Vocabulary

 Free Trainings

 General Resources

Writing

Building Blocks

 Vocabulary

 Spelling

 Grammar

(4)

Writing Process

 Planning and Organizing

 Writing for Readability

 Formatting Writing

 Getting Started

 Reviewing Writing Types and Styles

 Major Types

 Various Styles Types of Correspondence

 Advertisements

 Bad News Letter

 Business Plans

 E-mail vs. Voice

 Email Writing

 Evaluation Reports

 Final Report

 Fundraising Proposals

 Journaling

 Memo - Sample

 Meeting Minutes

 Meeting Report

 Newsletters

 Netiquette

 Policies

 Procedures

 Questionnaires

 Resumes

 Sales Proposals

 Strategic Plans

 Surveys

 Trip Report

 Work Plan

Thinking

 Concentration

 Creative Thinking

 Critical Thinking

(5)

 Mindfulness

 Mindsets

 Reframing

 Systems Thinking

 Strategic Thinking

Learning

 Adult Learning

 Concentrating

 Continuous Learning

 Learning in Courses

 Group Learning

 How to Study

 Key Terms in Learning

 Improving Your Learning

 Improving Your Thinking

 Learning Styles

 Memorizing

 Mindsets

 Online Learning

 Reading

 Self-Assessments

 Self-Reflection

 Taking Tests

 Types of Learning

 Thinking

 Using Study Guides

 Writing Back to Top Evaluate Your:

 Assertiveness

 Comprehension

 Forgiveness

 Getting Interviewed

 Gratitude

 Learning Style

 Memory

 Mindfulness

 Mindsets

(6)

 Personality (DISC)

 Personality (MBTI)

 Reading Level

 Risk-Taking Style

 Self-Awareness

 Thinking Style

 Vocabulary

 Work-Life Balance

 Writing Skills Categories:

 Yourself

 Leadership

 Entrepreneurship

 Products

 Sales

 Personnel

 Finances

 Organizations

 Consulting Back to Top

How to Manage Yourself

Decision Making / Problem Solving

 Creative Thinking

 Dealing With Ambiguity

 Decision Making

 Methods for Decision-Making

 Methods for Problem-Solving

 Mindsets

 Organic Problem Solving

 Problem Solving

 Rational Problem Solving

 Reframing

 Strategic Thinking

 Systems Thinking

 Tools for Decisions

Planning and Organizing

(7)

 Basic Terms

 Ensuring Successful

 Organizing Yourself

 Project Management

 Systems Approach

 Typical Phases

 Types of Plans

Managing Yourself

 Changing Behavior

 Code of Ethics

 Personal Development

 Personal Productivity

 Setting Goals

 Stress Management

 Time Management

 Your Mission Statement

Personal Wellness

 Appreciating

 Assertiveness

 Attitude

 Authenticity

 Awareness

 Bullying

 Burnout

 Cynicism

 Emotional Intelligence

 Forgiveness

 Job Satisfaction

 Motivating Yourself

 Self-Confidence

 Stress Management

 Vulnerability

 Wellness Planning

 Work-Life Balance

 Workaholism

Career Development

 Career Advancement

 Career Change

(8)

 Career Development

 Career Planning

 Dress for Success

 Interviewing for Job

 Job Banks

 Job Satisfaction

 Job Searching

 Networking

 Resumes

 Social Networking Back to Top

Evaluate Your:

 Decision-Making Style

 Getting Interviewed

 Motivation

 Networking Skills

 Planning Skills

 Project Mgmnt Skills

 Strategic Thinking Skills

 Stress Level

 Time Management

 Work-Life Balance Categories:

 Yourself

 Leadership

 Products

 Sales

 Personnel

 Finances

 Organizations

How to Work With Others (Soft Skills)

Communicating to Others

(9)

 Body Language

 Feedback and Advice

 Presenting

 Questioning

 Storytelling

 Writing

Understanding Others

 Body Language

 Empathy

 Generational Differences

 Listening

 Paraphrasing

 Questioning

 Summarizing

 Understanding Cultures

Getting Along With Others

 Building Trust

 Conflict Management

 Etiquette

 Handling Difficult People

 Listening

Persuading Others

 Appreciating

 Asserting Yourself

 Delegating

 Influencing

 Leading Another

 Motivating

 Negotiating

 Office Politics

Helping Others

 Coaching

 Counseling

 Emotional Pains

(10)

 Morale Boosting

 Mentoring

 Motivating

 Training Back to Top Evaluate Your:

 Coaching Skills

 Communication Style

 Delegation Skills

 Empathy Skills

 Feedback (Sharing)

 Leadership Style

 Listening Skills

 Mentoring

 Motivating Others Videos:

 Building Trust, Commitment and Collaboration

 Coaching Conversations for Momentum, Actions and Learning Categories:

 Yourself

 Leadership

 Products

 Sales

 Personnel

 Finances

 Organizations

How to Work With Groups (Team Skills)

Types of Groups

 Action Learning

 Committees

(11)

 Communities of Practice

 Design Thinking

 Dialogue Groups

 Discussion Groups

 Focus Groups

 Group Coaching

 Large-Scale

 Open Space Technology

 Process Consultation

 Self-Managed Teams

 Virtual Teams

Developing Teams

 Acculturating Groups

 Designing for Facilitation

 Group Dynamics

 Team Building

Managing Teams

 Overview

 Description

 What is Team Performance Management?

 Guidelines for Implementation

 Team Performance Planning

 Team Performance Appraisal

 Team Improvement Planning

Facilitating Meetings

 Agendas

 Conflict Management

 Core Group Skills

 Increasing Participation

 Group Decision Making

 Group Problem Solving

 Intervening

 Meeting Management

 Preparing to Facilitate

 When to Facilitate

Group Evaluating and Learning

(12)

 Group Evaluations

 Group Learning

 Peer Learning Back to Top

Evaluate Your:

 Facilitating Conflict

 Facilitation Skills

 Team Evaluation

 Team Members

 Team Role Videos:

 Facilitating Group Decision-Making and Problem Solving Categories:

 Yourself

 Leadership

 Products

 Sales

 Personnel

 Finances

 Organizations

How to Govern in Organizations

Duties and Responsibilities

 For-Profit and Nonprofit Boards

 For-profit Boards

 Nonprofit Boards

 Board Operations

Corporate Documents

 Articles and Constitutions

(13)

 Resolutions

 Bylaws

 Board Policies

Accountability, Auditing and Disclosure

 Auditing and Compliance

 Disclosure and Reporting

Liabilities and Risk

 Liabilities

 Insurance (including D&O)

Laws Guidelines and Ethics

 Governance laws

 Securities Laws

 Corporate Ethics

Officers and Roles

 General Guidelines

 Chairperson

 Vice Chair

 Lead Director

 Committee Chair

 Secretary

 Treasurer

 Board Member

 Chair and CEO Combined?

 Other Roles

Staffing the Board

 General

 Independent Members

 Board Diversity

 Women on Board

 Board Size

 Term Limits

 Board Succession

 Recruiting Members

 Member Applications

(14)

 Joining a Board

 Director Compensation

 Improving/Removing Members

Orienting, Training, Informing Members

 Board Orientation

 Board Training

 Board Manuals and Packets

Board Evaluation and Development

 Governance Codes

 Types of Problems

 Board Evaluation

 Improving Boards

 Life Stages of Boards

 Models and Structures

 General Advice

Special Topics

 International Governance

 Trends in Governance

 Philosophical Thoughts

Members' Core Competencies

 Communication Skills

 Conflict (Interpersonal)

 Conflict (Group)

 Discussions

 Group Decision Making

 Group problem Solving

 Influence

 Power

 Team Building

Board Committees

 Forming Committees

 Advisory Committees

 Audit Committees

(15)

 Compensation Committees

 Executive Committees

 Finance Committees

 Fundraising Committees

 Grant Making Committees

 Governance Committees

 Marketing and PR Committees

 Personnel Committees

 Programs Committees

 Risk Committees

 Strategic Planning Committees

 Technology Committees

Board Meetings and Retreats

 Agendas

 Meeting Minutes

 Virtual Meetings / Board Portals

 Annual General Meetings

 Executive Meetings

 Retreats

Supervision of Chief Executive

 Hiring CEO

 Hiring Interim CEO

 Evaluating CEO

 CEO Succession Planning

 Executive Compensation

 Board CEO and Employee Relations

Shareholders and Stakeholder Relations

 Shareholder Relations

 Shareholder Value

 Shareholder Activism

 Stakeholders

 Proxies

Oversight of Management Functions

 Business Development

(16)

 Capacity Building (Nonprofit)

 Change Management

 Corporate Social Responsibility

 Cyber Security

 Financial Management

 Fundraising (Nonprofit)

 Human Resources

 Information Technology

 Insurance

 Leadership

 Legal Information

 Marketing

 Mergers and Acquisitions

 Organizational Performance

 Program Planning

 Public Relations

 Risk Management

 Social Media

 Starting an Organization

 Succession Planning

 Sustainability

 Taxation Back to Top Evaluate Your:

 Board (For-Profit)

 Board (Nonprofit)

 Business Plans

 Chief Executive Officer

 Strategic Plan

 Strategic Planning Practices Free Training:

 eMBA Module: Building Your Board (nonprofit)

 eMBA Module: Building Your Board (for-profit) Categories:

 Yourself

 Leadership

(17)

 Products

 Sales

 Personnel

 Finances

 Organizations

How to Manage in Organizations

Introduction to Management

Definitions

 Common Terms, Levels and Roles

 Overview of Management Evolution of Management Science

 Historical Theories

 Current Theories

 New Paradigm

Four Functions in Management

 Planning

 Organizing

 Leading

 Coordinating Core Competencies

 Coordinating

 Decision Making

 Leading

 Organizing

 Planning

 Problem Solving

Customers and Products

 Customer Satisfaction

 Customer Service

(18)

 Design Thinking

 Innovation

 Product Development

 Research Methods

 Business Data Analysis

Entrepreneurship

 Growing Organizations

 Organizational Alliances

 Social Enterprise

 Start a Business

 Start a Nonprofit

Human Resources

 Diversity and Inclusion

 Employee Engagement

 Employee Performance

 Employee Wellness

 Evaluations

 Human Resources

 Personnel Policies

 Salaries

 Staffing

 Talent Management

 Training and Development

 Volunteers

Finances, Taxes and Law

 Business Law

 Finances (For-Profit)

 Finances (Nonprofit)

 Fundraising (For-Profit)

 Fundraising (Nonprofit)

 Taxation

Managing Organizations

 Business Ethics

 Coordinating

 Customer Relationship Management

(19)

 Facilities Management

 Leading

 Managing

 Operations Management

 Organizational Performance Management

 Organizing

 Program Management

 Project Management

 Supervising

Organizational Development

 Capacity Building

 Cost Cutting (Sustainability)

 Organizational Alliances

 Organizational Communications

 Organizational Culture

 Organization Development (the Field)

 Organizational Reorganizing

 Organizational Sustainability

Planning

 Business Data Analysis

 Decision Making

 Planning

 Problem Solving

 Research Methods

Risk Management

 Business Insurance

 Crisis Management

 Risk Management

Sales and Marketing

(20)

 E-Commerce

 Marketing

 Public Relations

 Sales

 Social Media

QUIZ: About Management

 Test Your Basic Knowledge About Management Back to Top

Evaluate Your:

 Board (For-Profit)

 Board (Nonprofit)

 Business Plans

 Evaluation Practices

 Entrepreneurship Style

 Financial Practices (For-profit)

 Financial Practices (Nonprofit)

 Human Resources Practices

 Marketing and Public Relations

 Organization (For-profit)

 Organization (Nonprofit)

 Strategic Plan

 Strategic Planning Practices

 Supervisory Practices Free Training:

 eMBA Module: Management and Leadership Skills

 eMBA Module: Role of Chief Executive Officer

 eMBA Module: Role of Nonprofit Chief Executive

 Management Training Program Categories:

 Yourself

 Leadership

 Products

 Sales

(21)

 Personnel

 Finances

 Organizations

How to Lead in Organizations

Introduction to Leadership

Definitions

 Different Definitions

 Different Than Managing?

 Leading is Part of Managing?

 Overview of Leadership Broad Context of Leadership

 Major Functions of Management

 Organizational Performance Management Core Competencies

 Communicating

 Decision Making

 Ethics

 Influencing

 Motivating

 Planning

 Problem Solving

 Additional Perspectives

How Leaders Lead: Different Domains

Leading Yourself

 Personal Productivity

 Personal Wellness Leading / Supporting Others

(22)

 Coaching

 Communications (face-to-face)

 Counseling

 Delegating

 Influencing

 Mentoring

 Motivating Others

 Supervising

 Work Directing Leading Groups

 Facilitation

 Group-Based Problem Solving and Decision Making

 Team Building

 Team Performance Management Leading Organizations

 Boards of Directors

How Leaders Lead: Different Theories

 Behavioral Theory

 Contingency Theory

 Functional Theory

 Great Man Theory

 Path-Goal Theory

 Servant Leadership Theory

 Situational Theory

 Skills Theory

 Trait Theory

 Transactional Theory

 Transformational Theory

How Leaders Lead: Different Models

(23)

 Adaptive Leadership

 Appreciative Leadership

 Authentic Leadership

 Dynamic Leadership

 Heroic Leadership

 Systems and Complexity Leadership

 VUCA Leadership

How Leaders Lead: Different Styles

 Autocratic (Authoritarian) Leadership

 Charismatic Leadership

 Participative (Democratic) Leadership

 Laissez-Faire Leadership

QUIZ: About Leadership

 Test Your Basic Knowledge About Leadership Back to Top

Evaluate Your:

 How Good Are Your Leadership Skills?

 How Good Are Your Motivation Skills?

 Strategic Thinking Skills

 What is Your Influencing Style?

 What's Your Leadership Style?

Free Training:

 Basic Guide to Leadership and Supervision

 Leadership Training Program Categories:

 Yourself

 Leadership

 Products

 Sales

 Personnel

 Finances

 Organizations

 Consulting

(24)

Back to Top

How to Supervise in Organizations

Introduction to Supervision

 Definitions

 Overview of Supervision Broad Context of Supervision

 Leadership in Organizations

 Major Functions of Management

 Organizational Performance Management Typical Roles in Supervision

 Advocate

 Boss

 Coach

 Facilitator

 Mentor

 Trainer

Core Competencies in Supervision

 Communicating

 Decision Making

 Delegating

 Problem Solving

 Planning

 Time and Stress Management

Staffing / Human Resources

 Conforming to Personnel Policies

 Defining Job Roles

 Ensuring Diversity and Inclusion

 Deciding Compensation and Benefits

 Recruiting Good Candidates

 Screening Job Candidates

 Selecting/Hiring Employees

 Retaining Employees

(25)

 Rewarding Employees

Employee Performance Management

 Orienting Employees

 Delegating to Employees

 Motivating Employees

 Sharing Feedback

 Resolving Conflicts

 Performance Reviews

 Addressing Performance Problems

 Terminating Employees

Team Performance Management

 Acculturating Groups

 Organizing Employees

 Team Building

 Team Performance Reviews

Getting Started in Supervision

 Realities of Supervision

 Be Sure to Supervise Yourself

 Supervisory Development Planning

 Sample Supervisory Development Plan

QUIZ: About Supervision

 Test Your Basic Knowledge About Supervision Back to Top

Evaluate Your:

 Coaching Skills

 Delegation Skills

 Meeting Management Skills

 Mentoring Skills Free Training:

(26)

 Basic Guide to Leadership and Supervision

 Supervisory Training Program Categories:

 Yourself

 Leadership

 Products

 Sales

 Personnel

 Finances

 Organizations

How to Start / Grow Organizations

Are You Really Ready?

 Entrepreneurship Quiz

 Are You Really Ready?

 Start For-Profit or Nonprofit?

How to Start a Business

Don't Forget About You!

 Get Yourself Ready

 Map and Journey Verify Your Business Idea

 Your Business Idea?

 Viable Business Idea?

Get Necessary Funding

 Write Your Business Plan

 Get Necessary Funding Business Industry and Model

 Which Business Industry?

(27)

 Which Business Model?

Design Your Business

 Become Legal

 Plan Staffing

Select Location and Facilities

 Plan Facilities

 Select Best Location Develop Product or Service

 Develop Product or Service

 Develop Supply Chain Plan Marketing and Sales

 Plan Your Marketing

 Plan Your Sales Sell Product or Service

 Start Selling to Customers

 Ensure Customer Service Manage and Grow Business

 Manage Overall Business

 Grow Your Business

How to Start a Nonprofit

 Really Start New Nonprofit?

 What You Mean "Nonprofit"?

 Feasibility Study

 Consider Fiscal Sponsorship

 Need a Lawyer?

 Nonprofit Incubators

 Checklists to Help You

 Reminders for Registering

 Avoid: Founder's Syndrome

 Starting Self-Sustainable Nonprofit

(28)

How to Grow an Organization

 Life Cycles of Organizations

 Grow or Not?

 Where Starting From?

 Personally Ready?

 Challenges in Growing

 General Advice

 Get Professional Help?

 Planned Growth -- Strategic and Business Planning

 Planned Growth -- Organizational Change

 Ways to Grow -- Organizational Alliances

 Ways to Grow -- Buying a Franchise

 Ways to Grow -- Buying a Business

 Ways to Grow -- Business Development

 Need to Increase Staff?

 Leading and Managing Resources

 Financing Growth Back to Top

Evaluate Your:

 Entrepreneurship Free Training:

 Buying a Business

 eMBA Module: Starting a For-Profit

 eMBA Module: Starting a Nonprofit

 Growing an Established Company

 How to Start a Nonprofit

 Introduction to Franchising

 Starting Your Own Business

 Yourself

 Leadership

 Products

 Sales

 Personnel

(29)

 Finances

Business Laws and Ethics

Business Laws

 Overview - Basics

 Advertising Laws

 Business Contracts

 Employee Law

 Federal Charters

 General Counsel Role

 Getting a Lawyer)

 References (Libraries, etc.)

 Nonprofit-Specific

 Intellectual Property

 Enterprise Laws

 Federal Laws

 State Laws

 Telecommunications Laws

 Email Retention Laws

Business Ethics

 Ethics, Principles and Values

 What is Business Ethics?

 Managing Ethics in Workplace

 Managing Ethics Programs

 Codes of Ethics

 Codes of Conduct

 Resolving Ethical Dilemmas

 Ethics Training

 Cultivating Ethical Culture

 Contemporary Ethical Issues

Social Responsibility

 Social Responsibility Overview

 Boards and Social Responsibility

(30)

 General Resources Back to Top

Evaluate Your:

 Ethics IQ Free Training:

 eMBA Module: Managing Ethics

 Legal Requirements for Small Businesses Categories:

 Yourself

 Leadership

 Products

 Sales

 Personnel

 Finances

 Organizations

How to Do Strategic and Business Planning

Strategic Planning

Introduction to Strategic Planning

 What is Strategic Planning?

 Different Models of Strategic Planning

 Compared to Business Planning

 For-Profit and Nonprofit Planning Preparing for Planning

 Preparation

 Always Do Plan for Plan Looking Around Outside and Inside

(31)

 Strategic Analysis

 Look Around Outside

 Look Around Inside Deciding Strategic Direction

 Strategizing

 Articulate Mission

 Articulate Vision

 Articulate Values Action Planning

 Basics

 How to Write Action Plans Writing the Plan

 Write Your Strategic Plan

 Communicate Strategic Plan Implementing the Plan

 How to Ensure Implementation

 Changing Plans

Business Planning

What is Business Plan?

 Definition

 When to Do

 Reasons for It Right for You Now?

 Ready?

 Viable Business Idea?

 Principles for Staying Sane

 Avoid Common Mistakes Customize Your Plan

 Design of Your Business Plan

 -Overall Purpose?

(32)

 -Type of Audience?

 -Type of Situation?

 -Which Organizational Level?

 -Type of Format?

 Type of Plan?

Get Ready for Writing Your Document

 Polish Your Skills

 Customize to Your Audiences

 Get Help?

Write Your Business Plan Sections

 Title Page

 Executive Summary

 Marketing Opportunity

 Product or Service

 Marketing and Sales Plans

 Company Overview

 Management Expertise

 Implementation Plans

 Financials

 Appendices Using Your Business Plan

 Evaluating Business Plan

 Presenting Business Plan

 Implementing Business Plan

 Updating Plan

 Changing Plan

Extensive Free Business Planning Resources

 Guidelines for Specific Types of Plans

 Business Planning Reviews of Software

 Samples Plans

 Sample Templates

 Business Plan Glossaries Back to Top

Evaluate Your:

(33)

 Business Plans

 Strategic Plan

 Strategic Planning Practices Free Training:

 eMBA Module: Developing Strategic Plan (for-profit)

 eMBA Module: Developing Your Strategic Plan (nonprofit)

 How to Write a Business Plan

 Patents, Trademarks and Copyrights

 Strategic Planning Categories:

 Yourself

 Leadership

 Products

 Sales

 Personnel

 Finances

 Organizations

Product and Program Development

Product Development

Introduction to Product Development

 What is a Product?

 What is Product Development?

 Product Life Cycles

 Different Approaches to Developing

 Typical Phases in Developing Preparation

 Are You Ready?

 Broaden Your Perspective

 Planning New Business, Too?

(34)

Developing Your Product

 Phase 1: Generating Ideas

 Many Sources of Ideas

 Protect Your Ideas

 Phase 2: Researching

 Is Idea Feasible?

 Need an Investor?

 Phase 3: Testing

 What Will Customers Think?

 Get Feedback From Customers

 Phase 4: Analyzing

 What Have You Learned?

 Design Specifications

 Phase 5: Rolling Out

 Develop a Marketing Plan

 Why Customers Buy From You?

 What Will You Convey?

Nonprofit Program Development

 Activities to Provide Services

 Is a System Preparation

 Align With Mission

 Align to Strategic Plan

 Involve Board Members

 Plan as a Team

 Involve Potential Clients

 Don't Seek "Perfect"

Planning Program Framework

 Outcomes, Goals and Objectives

 Goals Align to Strategic Goals

 Program Outcomes

 Program Goals

 Program Strategies

 Program Objectives Designing Each Service

(35)

 Use Market Analysis

 Draft Basic Description

 Target Markets and Customers

 What Needs to Meet?

 Who Are Competitors?

 Who Are Collaborators?

 What Price(s) to Charge?

 What Laws and Regulations

 What Name / Branding

 Copyrights, Trademarks, Patents?

 Finalize Description Planning Program Promotions

 Advertising and Promotions

 Positioning Statement

 Sales Planning

 Planning Advertising and Promotions

 Public and Media Relations

 Customer Service Planning Program Delivery

 Service Delivery Methods

 Producing Each Service

 Distributing Each Service Planning Program Evaluation

 Methods to Measure Success

 Key Indicators of Success

 Conducting Pilot of Program

 Program Reviews

 Evaluation of Plans

 Evaluate Goals and Objectives

 Evaluate Response from Clients

 Program Evaluations Planning Program Budgeting

 Resourcing and Budgeting

 Program Resources and Budget Back to Top

(36)

Evaluate Your:

 Plan to Start Nonprofit Program Free Training:

 eMBA Module: Designing Program Evaluations

 Copyrights, Trademarks and Patents Categories:

 Yourself

 Leadership

 Products

 Sales

 Personnel

 Finances

 Organizations

Operations and Project Management

Operations Management

Introduction

 Various Definitions

 What Are Goods and Services?

Roles in Operations Management

 Chief Operations Officer

 Operations Manager Operations Systems

 What Are Operations Systems?

 What is a System?

 What is an Operations System?

 Align With Strategic Planning 1. Planning Operations Systems

(37)

 Product/Service Planning

 Capacity Planning

 Facilities and Layout Planning

 Job and Work Design

 Work Flow Management 2. Planning Operations

 Production and Scheduling

 Quality Control 3. Managing Productivity

 What is Productivity?

 Methods to Measure Productivity

Project Management

Introduction to Project Management

 What is Project Management?

 Overviews of Project Management

 Basics of Project Planning

 Roles in Project Management

 Skills to Lead Project Management Project Planning

 Feasibility Studies

 Project Planning

 Project Governance

 Project Success Criteria Allocating Project Resources

 Benefits Planning

 Resource Allocation

Risk Assessment and Ethics Management

 Risk Assessment

 Ethics and Projects Implementing Projects

(38)

 Implementation of Project Plan

 Communicating Plans and Status Evaluating Projects

 How Measure Progress?

 Evaluating Process and Results

 When Projects Are in Trouble General Resources and Topics

 Glossaries

 Resources With Resources

 Software Tools

 Organizations

 Getting PMP Certification

 Related Fields Back to Top

Free Training:

 Business Planning and Operational Management

 Operations Courses

 Operations Management Course

 Operations Management Courses Categories:

 Yourself

 Leadership

 Products

 Sales

 Personnel

 Finances

 Organizations

Supply Chain Management

What is Supply Chain Management? (SCM)

(39)

 You Are in Supply Chain

 What is SCM?

 SCM Best Managed as System

 SCM for Any Organization

 Problems With Ineffective Supply Chains

 Benefits of High-Quality SCM

Planning Your SCM

 High-Quality SCMs

 Develop Your SCM Team

 Use SCOR© Model?

 Establish SCM Goals

 Decide Organizational Changes

 Use Push or Pull Drivers?

 Partner With Others?

 Select SCM Software

Developing Your SCM

 Redesign Organization for SCM

 Delegate QMS Goals

 Train Employees About SCM

Managing Your SCM

 Levels of Managing in SCM

 Chain of Management Processes

 Manage These Flows

 Managing Risk Management

 Managing Safety and Security

 Managing Ethically and Social Responsibility

 Evaluating SCM Performance Back to Top

Evaluate Your:

 Evaluating Your Supply Chain Management Free Trainings:

 Supply Chain Management: A Learning Perspective

 Supply Chain Management Courses

(40)

 Supply Chain Management Courses Categories:

 Yourself

 Leadership

 Products

 Sales

 Personnel

 Finances

 Organizations

Quality Management

 What is Quality Management? (QM)

 We All Are Doing QM

 QM in Organizations

 Quality Best Managed as System

 More Terms in QM

 Pioneers in QM

Common Approaches to QM

 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

(41)

 Develop QM Team

 Establish QM Goals

 Decide Organizational Design

 Select Approach to QM

 Select QM Software

Developing Your QMS

 Redesign Organization for QM

 Cultivate QM Culture

 Delegate QM Goals

 Train Employees QM

Managing Your QMS

 Manage QMS Teams and Employees

 Manage QM Software

 Audit Your QM Back to Top

Evaluate Your QMS:

 Audit Your QMS Systems Free Trainings:

 Quality Management Course

 Quality Management System Categories:

 Yourself

 Leadership

 Products

 Sales

 Personnel

 Finances

 Organizations

Marketing and Research

(42)

Marketing

Introduction

 Basics and Misunderstanding

 Marketing Planning Inbound Marketing

 Marketing Research

 Competitive Analysis

 Pricing

 Positioning

 Naming and Branding Outbound Marketing

 Advertising and Promotions

 Business Proposals

 Public and Media Relations

 Sales

 Social Networking Protecting Ownership

 Intellectual Property Marketing: Phone and Online

 Telemarketing

 Email Marketing

 Social Media

 Online Reputation Management Evaluating Your Marketing

 Evaluating Your Marketing

Market Research

Introduction

 Role of Market Research

(43)

 Basic Methods

 Sources of Data

 More Sources of Data Planning Research

 Planning Research

 Selecting Method

 Selecting Public Tools Methods to Collect Data

 Appreciative Inquiry

 Case Studies

 Reviewing Documentation

 Focus Groups

 Interview Design

 Listening

 Questioning

 Questionnaires

 Surveys

 Results

 Research in Organizations Ethics and Conducting Research

 Consent Forms

 Ethics Research

 Standards and Ethics Back to Top

Evaluate Your:

 Marketing Practices

 Marketing and Advertising Free Training:

 Competitive Advantage

 eMBA Module: Marketing Your Products (for-profit)

 eMBA Module: Marketing Programs (nonprofit)

 Introduction to Pricing

 Patents, Trademarks and Copyrights

(44)

 Pricing Models for Small Business

 Marketing 101: Guide to Winning Customers

 Market Research Categories:

 Yourself

 Leadership

 Products

 Sales

 Personnel

 Finances

 Organizations

Advertising, PR and Social Media

Introduction to Advertising

Basics

 Advertising Law)

 Basics and Planning Preparation

 Your Positioning Statement

 Writing Your Ad Various Methods

 Major Methods

 Using Direct Mail

 Mailing Lists

 Email Marketing

 Signs and Displays

 Classifieds

 Radio and T.V.

 Telemarketing

 Online Advertising

Evaluating Advertising and Promotions

(45)

 Measuring Results General Resources

 Primer on Advertising

 Advertising Blueprint

Public and Media Relations

 What is Public Relations?

 Why Do Public Relations?

 Public Relations Plan

 Media Marketing Firm

 Successful and Unsuccessful PR

 Successful Public Relations

Social Networking and Media

Introduction

 What is Social Networking?

 What is Social Media?

Getting Started

 How to Get Started

 Uses of Social Media

 Which Tools Should I Use?

 Communicating on Social Media Planning

 Build From Scratch

 Plan How to Evaluate

 Social Networking Policies

 Social Media for Marketing Social Media Tools

 Categories of Social Media Tools

 Major Social Media Tools Reputation Management

(46)

 How to Monitor

 How to Fight Back Back to Top

Evaluate Your:

 eMBA Module: Marketing Your Programs (nonprofit)

 Social Media Marketing Categories:

 Yourself

 Leadership

 Products

 Sales

 Personnel

 Finances

 Organizations

Sales

Introduction

 What is Sales?

 Sales Process

 Sales Cycle

 Value of Product Knowledge

 Useful Skills

 Useful Business Skills

 Useful People Skills

 How to Engage Clients

 Types of Clients

 Multi-cultural Customers

(47)

1. Generating Leads

 Generating Leads

 Direct Postal Mail

 Email

 Face-to-face

 Internet and Web

 Social Networking

 Telemarketing (Phone)

 Trade Shows 2. Getting Leads

 Qualifying the Client

 Establishing Rapport

 Ask Right Questions

 Getting to Decision-Makers 3. Contacting Leads

 Interviews and Presentations

 Opening Statements

 Establishing Rapport and Trust

 Really Listening

 Effective Sales Presentations

 Dealing With Objections 4. Proposals and Negotiations

 Sales Proposals

 Proposals and Sales Letters

 Negotiations 5. Closing the Sale

 Closing the Sale

 Techniques

 Sales Contracts 6. Account Management

 Account Maintenance

(48)

Miscellaneous Perspectives

 Various Philosophies

 Challenges and Pitfalls Managing Yourself

 Staying Motivated

 Keeping Positive Attitude

 Organizing Yourself

 Managing Time and Stress Managing Sales Force

 Sales Staffing and Training

 Sales Success Rules

 Forecasting and Goals

 Motivating Sales Force

 Evaluating Sales Activities

 Compensating Sales Force General Resources

 Many Resources

 Glossary and Dictionaries

 Free Tools and Templates Back to Top

Evaluate Your:

 Sales Reps Free Training:

 Sales: Guide for Small Business Owner

 Sales Management Categories:

 Yourself

 Leadership

 Products

 Sales

(49)

 Personnel

 Finances

 Organizations

Customer Service and Relationships Management

Customer Service

Understanding Customers and Service

 Customer Service More Important

 What is a Customer?

 Types of Customers

 Types of Customer Needs

 What Customer Really Value

 What is Customer Service?

Preparation

 Create a Customer Service Plan

 Change Organization's Culture

 Train Employees About Customer Service Satisfying Your Customers

 Identify Customers' Needs

 Meet Customers' Needs

 Get Customers' Feedback

 Measure Customers' Satisfaction Retaining Your Customers

 How to Retain Customers

 Manage Customer Complaints

 Manage Customer Relationships

 Evaluate Customer Service Management

Customer Relationship Management (CRM)

Introduction

 Suggested Pre-Reading

(50)

 You Are Doing CRM

 What is CRM?

 Benefits of a CRM

 Types of CRM Functions

 Types of CRM Systems Planning Your CRM System

 Preparation

 1. Clarify Organizational Goals

 2. Align CRM Goals

 3. How to Treat Customer

 4. Decide What Organizational Design Changes Are Needed?

 5. Select CRM Software Developing Your CRM System

 Redesign Organization

 Start Cultivating a CRM Culture

 Develop CRM Team

 Delegate CRM Goals

 Train Employees About CRM Managing Your CRM System

 Manage CRM Teams and Employees

 Manage CRM Software

 Evaluate CRM System Back to Top

Evaluate Your:

 Customer Relationship Management Course

 Customer Relationship Management in Business Services

 Customer Relationship Management Course

 Customer Relationship Management in Business Services

 eMBA Module: Marketing Your Programs (nonprofit)

 Understanding Your Customer

(51)

Categories:

 Yourself

 Leadership

 Products

 Sales

 Personnel

 Finances

Human Resources and Staffing

Human Resource Practices

Introduction

 Applies to Any Size

 For-Profits and Nonprofits

 Clarifying Some Terms HR as a Department

 Definitions Again

 Roles in HR

 Working in HR

 Boards and HR

 Challenges in HR

 Getting Recognized

 Additional Challenges Facing HR

 Future of HR

 Talent Management Key Functions in HR

 Getting the Best Employees

 Benefits and Compensation

 Ensuring Compliance(Policies)

 Ensuring Fair Environments

 Sustaining High-Performing Employees

 Nonprofits and Human Resources

 Evaluation HR Practices

(52)

Personnel Policies

 About Personnel Policies

 List of Personnel Policies

 Training on Policies

 Various Perspectives

Benefits and Compensation

 Employee Benefits

 Compensation

 Salary Surveys

Staffing

Workforce Planning

 Work Force Planning

 Succession Planning Designing Jobs

 Specifying Jobs

 Job Analysis

 Job Descriptions

 Competencies Recruiting Employees

 Recruiting

 Sourcing

 Advertising

 Online Recruiting Outsourcing

 Overview

 Consultants

 Request for Proposals

 Sample Contract

 Volunteers

 Temporary Workers Screening Applicants

(53)

 Screening Applicants

 Interviewing Candidates

 Background Checks

 Testing Job Candidates Selecting Employees

 Selecting (Hiring)

 Job Offers

 orientation Orienting and Training

 Orientation

 Training

Volunteer Management

Planning Volunteer Program

 Considerations

 Online Tutorial

 Volunteer Managers

 Staffing Analysis

 Legal and Risks

 Policies and Procedures

 Job Descriptions Operating Volunteer Program

 Volunteer Recruitment

 Screening Volunteers

 Selecting Volunteers

 Orienting and Training

 Supervising

 Relations

 Assessing Volunteer Management Back to Top

Evaluate Your:

 HR and Supervision Practices Free Training:

(54)

 eMBA Module: Staffing and Supervision (for-profit)

 eMBA Module: Supervising Your Employees and Volunteers

 Employee Recruitment and Retention

 Introduction to Human Resources Categories:

 Yourself

 Leadership

 Products

 Sales

 Personnel

 Finances

 Organizations

How to Train Employees

Introduction to Training and Development (T&D)

 What is T&D

 Reasons and Benefits

 Principles and Theories

 Roles of Management and Learners

Different Types of T&D Designs and Activities

 Types of Designs

 Types of Activities

 Recent Movements

Preparation for Developing T&D Programs

 Systematic Designs

 Guidelines to Design

 Examples of Programs

 Suggestions to Enrich

Core Skills in Training

 Communications

(55)

 Group Facilitation

 Listening

 Motivating

 Presentation Skills

 Questioning

 Feedback

 Team Building

Design Your T&D Program

Assessment

 What Need to Learn?

 Identifying Training Goals

 Preparation for Assessment

 Purpose of Assessment

 Steps for Assessment Design Training

 Designing Training Plans

 Preparation for Designing

 Design Learning Objectives

 Analyze Learning Objectives

 Designing Training Venue Develop Resources

 Developing Training Activities

 Preparing for Developing

 Key Considerations

 Selecting a Trainer

 Types of Training Activities Implementation

 Conducting Training with Learners

 Preparation for Implementing

 Key Considerations

 Advice for Any Trainer Evaluation

 Evaluating Training Results

(56)

 Preparation for Evaluating

 Perspective on Evaluating

 Suggestions for Evaluating

 Calculating ROI

Business of T&D

 Types of Practitioners

 Starting Training Business Back to Top

Evaluate Your:

 Training Program Design Free Training:

 List of free courses about instructional design Categories:

 Yourself

 Leadership

 Products

 Sales

 Personnel

 Finances

 Organizations

Employee Performance and Development

Employee Performance Management

 Establishing Performance Goals

 Developing Performance Plans

 Sharing Feedback

 Evaluating Performance

 Rewarding Performance

 Addressing Performance Problems

 Performance Development Plans

(57)

 Firing Employees

Team Performance Management

 Team Performance Management

 Team Building

 Leading Teams

 Team Performance Reviews

Employee Development

 Board Development

 Employee Orientation

 Leadership Development

 Management Development

 Supervisoral Development

 Team Development

 Training and Development Back to Top

Evaluate Your:

 Supervisory Practices Free Training:

 eMBA Module: Staffing and Supervision (for-profit)

 eMBA Module: Supervising Your Employees and Volunteers

 Employee Recruitment and Retention

 HR and Supervision Practices

 Introduction to Human Resources Categories:

 Yourself

 Leadership

 Products

 Sales

 Personnel

(58)

 Finances

Finances and Funding - For-Profits

Financial Management

Basics

 Basics

 Roles

 Getting an Accountant or Bookkeeper?

 Buy Accounting Software?

 Getting Bank and Banker

 Overview of Financial Management

 Understanding Bookkeeping and Accounting

 Bookkeeping Basics

 Financial Controls and Risk Management Planning and Cash Management

 Financial Planning

 Budgeting and Managing Budget

 Managing Cash Flow

 Credit and Collections

 Budget Deviation Analysis

Financial Statements, Analysis and Reporting

 Financial Statements

 Profit and Loss Statement

 Balance Sheet

 Financial Analysis

 Profit Analysis

 Break-Even Analysis

 Ratios

Evaluating Your Financial Practices

 Evaluating Financial Practices Special Topics

(59)

 Financing Major Purchases

 Cost Cutting

 Boards and Understanding Financials

Getting Funding

Preparation

 First, Get Ready

 Then Do Business Plan How Much You Need?

 Estimate Money You Need

 Identify Best Sources Traditional Sources

 Angel Investors

 Bootstrapping

 Crowdfounding

 Family and Friends

 Loans-Bank Loans

 Loans-Credit Cards

 Loans-Lines of Credit

 Loans-SBA-Backed

 Venture Capitalists

 Trade Services Non-Traditional Sources

 Business Incubators

 Grants

 Accounts Receivable

 Microloans

 Peer-to-Peer Lending Back to Top

Evaluate Your:

 Financial Practices Free Training:

(60)

 Financing Options for Small Businesses

 Introduction to Accounting Categories:

 Yourself

 Leadership

 Products

 Sales

 Personnel

 Finances

 Organizations

Finances and Funding - Nonprofits

Financial Management

Basics

 Basics

 Reviewing Basics

 Use Fiscal Sponsorship?

 What Bookkeeping System?

 Board Treasurer and Finance Committee

 Getting an Accountant

 Use Software?

 Getting a Bank and Banker

 Setting Up Bookkeeping and Accounting

 Financial Controls and Risk Management Planning and Cash Management

 Financial Planning

 Budgeting and Managing Budgets

 Managing Program Finances

 Managing Cash Flow

 Credit and Collections

 Budget Deviation Analysis

Financial Statements, Analysis and Reporting

(61)

 Financial Statements

 Statement of Activities

 Statement of Financial Position

 Financial Analysis

 General Information

 Ratios

 Financial Reporting

 Overviews

 Annual Reports Special Topics

 Cutting Costs

 Lease Versus Buy

 Evaluating Nonprofit Financial Management

 Additional Assessment Tools

 Financial Audits

Nonprofit Fundraising

Basics

 Basics

 Fundraising Laws and Ethics Roles in Fundraising

 Fundraising Leadership

 Development Staff

 Hiring Fundraisers and Paid Solicitors Methods of Fundraising

 Direct Appeals

 Grants: Foundation and Corporate

 Grants: Government

 Special Events

 Annual Funds

 Major Gifts and Planned Giving

 Capital Campaigns

 Fundraising Online Special Topics

 Fundraising Software

(62)

 Donor Communications

 Planning (Tying It All Together)

 Evaluating Your Fundraising Back to Top

Evaluate Your:

 Fundraising

 Fundraising Practices

 Nonprofit Financial Management Free Training:

 Yourself

 Leadership

 Products

 Sales

 Personnel

 Finances

 Organizations

Organizational Taxes

Taxes (For-Profit Organizations)

 Educate Yourself

 Basics

 Tax Planning

 Importance of Good Record Keeping

 Do Your Own Taxes or Get Help?

 Federal Income Taxes

 Employee/Payroll Taxes

 State and Local Sales

 Other Taxes

 Independent Contractor or Employee?

(63)

Taxes (Nonprofit Organizations)

 Need Help to Get Started?

 Importance of Good Record Keeping

 Getting Tax-Exempt Status

 Federal, State, Sales, Payroll Taxes, etc.

 Filing Form 990

(Cont.)

 Donations and Taxes

 Unrelated Business Income Taxes (UBIT)

 Lobbying and Taxes

 Assessing Your Tax Management Practices

 Need Independent Contractor or Employee?

Back to Top Free Training:

 Small Business Taxes Virtual Workshop Categories:

 Yourself

 Leadership

 Products

 Sales

 Personnel

 Finances

 Organizations

Organizational Performance

1. Organizational Performance Cycle

Performance Management

 Overview

(64)

 Description

 Traditional and Progressive Approaches

 What is Organizational Performance Management?

 Planning Phase

 Appraisal Phase

 Development Phase

 Evaluation and Improvement

 Performance in Organizations (video)

 QUIZ

2. Organizational Purpose and Goals

Strategic Planning

 Overview

 What is Strategic Planning?

 QUIZ - Overview

 Models of Strategic Planning

 Preparation

 QUIZ - Customizing

 Strategic Analysis

 Mission and Goals

 QUIZ - Strategic Direction

 Planning to Achieve Goals

 Writing and Sharing Plan

 Implementing Plan

 QUIZ - Managing Plan

3. Organizational Structures and Design

Strategy Toward Goals

 Overview

 Description

 What is an Organization?

 Each is a System

 What Makes Each Unique?

 Management Activities Are Systems

 Organizational Life Cycles

 Organizational Culture

 Forms and Structures

 New Paradigms

 Emerging Structures

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 Designing Structures

 Current Trends (video)

 Grasping Big Picture (video)

 QUIZ

4. Organizational Behavior

Strategy Toward Goals

 Overview

 Description

 What is Organizational Behavior?

 Influencing Behaviors

 Cultivating Desired Culture

 Applying Right Leadership

 Developing Leaders

 Finding Right People

 Understanding Employees

 Sustaining Job Satisfaction

 Developing Teams

 Maintaining Performance

 QUIZ

5. Organizational Evaluation & Diagnosis

Status Toward Goals

 Overview

 Description

 Benefits of Assessments

 Guidelines for Evaluation

 Adjust for Personal Biases

 Do Not Evaluate Alone

 Design Evaluation Plan

 Role of Diagnostic Models

 Implement Evaluation Plan

 Example Diagnostic Model

 Issues in Organizations

 Types of Recommendations

 Free Tools for For-Profits

 Free Tools for Nonprofits

 QUIZ

6. Organizational Change

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Adjustment Toward Goals

 Overview

 Description

 Nature of Change

 Types of Change

 Why Change is Difficult

 Requirements for Change

 Principles for Change

 Change Models

 Roles During Change

 You as Change Agent

 Most Change Efforts Fail?

 Strategies for Change

 Types of Strategies

 Change Agents Skills

 Foundations of Change (video)

 Planning Your Change (video)

 Focusing Your Change (video)

 QUIZ

Organization Development Practitioners

Experts in Change

 Overview

 Field of Organization Development (OD)

 History and Theories of OD

 Future and Emerging Theories

 Related Fields / Professions

 Suggested Competencies Back to Top

Organizational Change Videos:

 Grasping the Big Picture

 It's All About Performance

 Foundations for Change

 Planning Your Change

 Focusing Your Change

 Current Trends in Organizations Evaluate Your:

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 Organization (For-profit)

 Organization (Nonprofit) Categories:

 Yourself

 Leadership

 Products

 Sales

 Personnel

 Finances

 Organizations

Consulting Skills (Internal and External)

1. Foundations of Internal/External Consulting

Professionalism

 Overview

 What is a Consultant?

 Internal and External Consultants

 Myths About Consulting

 Need for Consulting Skills

 Roles of Consultants

 Types of Consultants

 Goals of Consultants

 Professionalism and Ethics

 Multi-Cultural Consulting

 Glossary of Terms Various Approaches

 Phases in Consulting

 Examples of Phases

 Customizing Approaches

 Example: Collaborative Consulting

 QUIZ