Management

Fundamentals
with Britt Andreatta

Course Outline
Dear Premium Subscriber,

I am happy to provide you with this additional resource. To maximize the development of your skills leading change, I
recommend that you use this course outline in the following 3 ways:

1. Print out 1 copy to use for taking notes while you watch the course. Taking notes while listening further increases
your understanding and retention of the information.

2. After each video, add notes about some specific actions you can take in the next few weeks to implement
the strategies. Your learning will be enhanced if you can ground each learning objective in your own personal
experience with leading change. You can apply them to a recent, current, or future change initiative that you will
be involved with. Later, use these notes to design a future change initiative from the beginning.

3. Once you have watched the course, print out another copy to use as a way to test your knowledge. This will
further anchor the material in your memory.

Happy learning!
Warmly,
Britt

Chapter 1 Understanding Management

Video 1 What is Management?

Good management is defined as:

What are three main areas that key management skills and practices fall within?

1.

2.

3.

4.

5.

Management Fundamentals with Britt Andreatta

2 of 38
List some of the hallmarks of early management theories:
The benefits of treating employees well include:
1.

2.

3.

4.

5.

6.

How have the following key areas of management shifted over the years?
1. How decisions get made and implemented

2. How activities are coordinated across the organization

3. How employee performance is measured

Management Fundamentals with Britt Andreatta

3 of 38
Video 2 Knowing When You’re Managing and Leading
The primary goal of leadership is __________________________________________
The primary goal of management is __________________________________________

Management Leadership

1. Approach

2. Time frame

3. Focus

4. Resources

5. Task goals

6. People goals

Management Fundamentals with Britt Andreatta

4 of 38
Video 3 Exploring Manager Roles
Name and describe the 5 types of manager roles:
1.

2.

3.

4.

5.

From the organization’s perspective, what are some of the key questions?

Management Fundamentals with Britt Andreatta

5 of 38
From the organization’s perspective, what are the 7 most important management skills?
1.

2.

3.

4.

5.

6.

7.

From the employee’s perspective, what are some of the key questions?

From the employee’s perspective, what are the 5 most important management skills?
1.

2.

3.

4.

5.

Management Fundamentals with Britt Andreatta

6 of 38
Video 4 Understanding Management Styles
Define the following behaviors that blend to create the various management styles:

1. Task direction

2. Decision making

3. Relationship building

Management Fundamentals with Britt Andreatta

7 of 38
List the 7 management styles and their hallmark phrase.
1.

2.

3.

4.

5.

6.

7.

Management Fundamentals with Britt Andreatta

8 of 38
Video 5 Choosing a Style
Why is it important to know what your natural management style is?

Describe the process by which you can determine which style to use?

What is the best approach to use with employees who are new or unskilled?

What is the best match for employees who are not yet highly skilled or confident?

What is the best style for employees who are highly skilled?

Write in the number of repetitions it takes for a behavior to become a habit (_______) and for a habit to show measurable
thickening of the neural pathways (_______).

Management Fundamentals with Britt Andreatta

9 of 38
Chapter 2 Managing Performance
Video 1 Managing the Performance Process
Define performance management:

What are the 8 aspects that effective performance management aligns?

1.

2.

3.

4.

5.

6.

7.

8.

Management Fundamentals with Britt Andreatta

10 of 38
Describe the 3 strategies that will help you be an effective manager?
1.

2.

3.

Video 2 Hiring Employees

When does your role as an employee’s manager begin?

Describe the benefits of the following strategies.

1. Use best practices in hiring

2. Follow established procedures and practices

3. Lead a great hiring process

Management Fundamentals with Britt Andreatta

11 of 38
Video 3 Onboarding
What are some of the benefits of onboarding new employees?

List some of the tools you can use to onboard employees.

What are the 3 levels you need to onboard an employee to?

1.

2.

3.

Management Fundamentals with Britt Andreatta

12 of 38
List and describe the 4 Cs of Onboarding:
1. C

2. C

3. C

4. C

Management Fundamentals with Britt Andreatta

13 of 38
Video 4 Setting Employee Goals
Describe what cascading goals are.

Describe the two tracks for performance management.

1.

2.

Management Fundamentals with Britt Andreatta

14 of 38
Describe the SMART Goal technique.
S

What are the benefits of instituting quarterly progress checks?

What are some of the things you can do when your employee’s progress stalls?

Management Fundamentals with Britt Andreatta

15 of 38
Video 5 Coaching Employees
What are the 2 primary styles of coaching?
1.

2.

What are the primary differences between the two styles?

What are the benefits of each style?

Management Fundamentals with Britt Andreatta

16 of 38
List and describe the 4 types of coaching conversations.
1.

2.

3.

4.

Management Fundamentals with Britt Andreatta

17 of 38
Video 6 Addressing Performance Problems
When you first start supervising someone, what are the 4 key items to discuss in order to start off with clarity?
1.

2.

3.

4.

What are some of the actions you can take when addressing things early?

When an employee is moving into “problem” territory, what should you do?

Management Fundamentals with Britt Andreatta

18 of 38
Video 7 Letting People Go
What are some of the types of voluntary terminations?

What are some of the types of involuntary termination?

What is the third type of termination?

What are the 3 strategies to use when you have to lead a face-to-face meeting for terminating a person’s employment?
1.

2.

3.

Management Fundamentals with Britt Andreatta

19 of 38
Video 8 Managing Team Performance
What are the 4 qualities a group must have to be a team?
1.

2.

3.

4.

What are the 6 most common reasons teams fail?

1.

2.

3.

4.

Management Fundamentals with Britt Andreatta

20 of 38
5.

6.

When helping a team create a team playbook, what are the topics or issues you need to address?
1.

2.

3.

4.

5.

6.

Once an agreement has been finalized, how can you (the manager) continue to support the team’s success?

Management Fundamentals with Britt Andreatta

21 of 38
Chapter 3 Managing People
Video 1 Going From Peer to Manager
What is difference between being hired from outside the organization and being promoted from within?

Describe the 6 strategies you can use when moving from peer to manager?
1.

2.

3.

4.

5.

6.

Management Fundamentals with Britt Andreatta

22 of 38
Video 2 Establishing Trust
Describe the 8 important practices for establishing trust.
1.

2.

3.

4.

5.

6.

7.

8.

Management Fundamentals with Britt Andreatta

23 of 38
What impact does a culture of fear have on creativity and innovation?

Video 3 Motivating and Engaging Others

Describe the 3 driving forces that motivate people in ranking order.
1.

2.

3.

List the top causes of employee disengagement.

1.

2.

3.

4.

5.

What are the 4 strategies you can use to build a culture of engagement?
1.

2.

3.

4.

Management Fundamentals with Britt Andreatta

24 of 38
Video 4 Delegating Responsibilities
Define delegation.

Describe what happens in each phase of the Four Phase Model of Delegation.
1. Evaluation

2. Handover

3. Support

4. Debrief

There are _____ levels of autonomy that you can assign to an employee.

Management Fundamentals with Britt Andreatta

25 of 38
Video 5 Avoiding Micromanagement
What are the 3 main causes of micromanagement?
1.

2.

3.

Describe the common sources for a manager’s discomfort with the letting go process.
1.

2.

3.

Management Fundamentals with Britt Andreatta

26 of 38
Video 6 Resolving Conflict
Describe Tuckman’s 5 Stages of Group Development.
1.

2.

3.

4.

5.

How do you distinguish healthy conflict from toxic conflict?

What are some of the strategies you can use to help create an environment where healthy conflict can be embraced?

Management Fundamentals with Britt Andreatta

27 of 38
Video 7 Having Productive Meetings
What are the 4 Ps of great meetings?
1.

2.

3.

4.

What are some of the things you should consider around purpose?

And about choosing the people?

What are some of the key elements of an agenda?

Management Fundamentals with Britt Andreatta

28 of 38
Describe when or how you would use the following process tools:
1. Bounce back

2. Parking Lot

3. Talking Clock

Video 8 Managing Multiple Generations

What is a generation and how is it shaped?

What is the danger of generational research?

Management Fundamentals with Britt Andreatta

29 of 38
Fill in the following table with events that shaped each generation and some of their key traits.

Shaping Events Key Traits

Baby Boomers

Gen Xers

Millennials

What are some of the primary differences about how the generations approach professional work?

Management Fundamentals with Britt Andreatta

30 of 38
List the strategies you can use to manage the generations.
1.

2.

3.

4.

5.

Video 9 Managing Millennials

Who are the parents of Millennials and how are they different than previous generations of parents?

List some of the positive traits of the Millennial generation.

What are some of the hallmarks of how Millennials lead?

Management Fundamentals with Britt Andreatta

31 of 38
What are the 5 strategies you can use to maximize the contributions of Millennials?
1.

2.

3.

4.

5.

Video 10 Managing Up
Describe the 6 strategies you can use to effectively work with your supervisor.
1.

2.

3.

4.

5.

6.

Management Fundamentals with Britt Andreatta

32 of 38
What kind of things should you assess to determine your supervisor’s communication style?

Why is it important to know how your boss garners power?

What are some ways you can build trust with your boss?

Video 11 Managing Remote Employees

Describe the 4 methods you can utilize to maximize the success of your remote employees.
1.

2.

3.

4.

Management Fundamentals with Britt Andreatta

33 of 38
Describe some of the ways that virtual teams can dispersed.
1.

2.

3.

4.

Chapter 4 Managing the Business

Video 1 Managing Your Time
Describe Britt’s 4 tips for managing your time.
1.

2.

3.

4.

Management Fundamentals with Britt Andreatta

34 of 38
Video 2 Managing Project Performance
What are the 3 primary things you should consider around managing projects?
1.

2.

3.

Draw and label the quality triangle.

What is the tension that it describes?

What are some of the communication skills you need to successfully manage projects?

Management Fundamentals with Britt Andreatta

35 of 38
Video 3 Managing Budgets
Define the following:
1. Capital expenditures

2. Operating budget

3. Income or revenue

What are the 5 strategies for successfully managing your budget?

1.

2.

3.

4.

5.

Management Fundamentals with Britt Andreatta

36 of 38
Video 4 Knowing HR Regulations
List at least 5 employment-related topics that are governed by employment laws.
1.

2.

3.

4.

5.

List the laws and regulations mentioned in the video (note: this is sample of all the laws and regulations that impact
employment):
1.

2.

3.

4.

5.

Why is it important to comply with requests from Human Resources?

Management Fundamentals with Britt Andreatta

37 of 38
Video 5 Making Business Decisions
What are the traits that managers who make good business decisions share?
1.

2.

3.

4.

Chapter 5 Conclusion
Video 1 Final Advice
Describe the 3 strategies that can help you be at your best.
1.

2.

3.

Management Fundamentals with Britt Andreatta

38 of 38