Training Harvard Course

www.harvardbusiness.
org/corporate
®
HARVARD MANAGEMENTOR 10
The most practical, engaging online resource for fostering management skills and applying them on the job immediately. Managers gain access to action-
oriented information on 42 key management topics, developed under the guidance of world-renowned experts, practitioners, and business leaders.
Module Structure – Each module is organized by the following sections:

Get Started: Grabs the learner‘s interest with a media-based scenario, Apply: Offers practical steps, tips, and tools for applying concepts on the
provides a topic overview, and offers multiple paths through the module job. Downloadable forms and worksheets are ideal for continuous use and
content. flexible application.
Learn: Presents the key ideas of the topic and reinforces with interactive Explore Further: Points to embedded online articles, recommends
activities. Many learning points are complemented by short video clips of additional articles and books, and provides source notes for the module.
relevant, compelling stories told by leading global business executives.
Each Learn section includes approximately five (5) Key Ideas, four (4) Additional Features: Audio downloads for MP3 players and functionality
Activities, and three (3) Personal Insights video clips. to mark users‘ favorite pages are included. Competency tests are also
available.
Practice: Provides a real-world, interactive scenario and self-test to
check learners‘ understanding of the concepts. Managers hone new skills
and receive instant feedback in a safe environment.
Matrix of Program Contents by Module

MODULE CONCEPTS PERSONAL INSIGHTS LISTS & DOWNLOADABLE TOOLS ARTICLES INCLUDED
Budgeting Budgeting Overview ―Beware of Optimistic Forecasts,‖ Steps for preparing an operating budget BSR: Peter Horvath; Ralf
Build better, more accurate Types of Budgets David Michels, Former Group Steps for preparing a cash budget Sauter. ―Why Budgeting Fails:
budgets in less time. Learn how Chief Executive, Hilton Group One Management System Is
Approaches to Budgeting Tips for negotiating your team's budget Not Enough.‖ Sep 2004
to create a budget that functions
How to Categorize Expenses ―Interpret Numbers With Care,‖ Tips for setting assumptions
as a critical strategic tool as you
explore the advantages and Preparing an Operating Budget—Goals and Sir Peter Middleton, Former Annual budgeting and tracking worksheet BSR: David P. Norton; Philip
disadvantages of new Assumptions Chairman, Barclays Group Budget preparation checklist W. Peck. ―Linking Operations
techniques and approaches. Preparing an Operating Budget—Forecasting to Strategy and Budgeting.‖
Cash budget worksheet
Includes easy-to-use budget Sales and Revenues ―Use Templates to Standardize Sep 2006
templates for fast Preparing an Operating Budget—Cost of Reporting,‖ Robert Herbold,
implementation of concepts. Goods Sold, SG&A, and Operating Income Former Chief Operating Officer,
Found Under: Business Microsoft Corporation
Capital Budgets
Essentials and Finance
Capital Budgeting
Mentor: V.G. Narayanan
Capital budgeting techniques
Sensitivity Analysis
Variance in Budgeting
Linking the Budget to the Balanced Scorecard
Legend for Articles Included: BSR: Balanced Scorecard Report; HBR: Harvard Business Review; HMCL: Harvard Management Communication Letter; Page 1 of 24
HMU: Harvard Management Update; Neg: Negotiation; S&I: Strategy and Innovation; SCS: Supply Chain Strategy
Harvard ManageMentor® www.harvardbusiness.org/corporate
Business Case Business Case Basics ―Don't Over-Detail,‖ Colin Day, Steps for building support for your business HBR: Michael C. Mankins;
Development Defining the Opportunity Group Chief Financial Officer, case Richard Steele. ―Stop Making
Reckitt Benckiser Steps for analyzing alternatives Plans; Start Making
Easy-to-follow steps to creating Identifying Alternatives Decisions.‖ Jan 2006
a soundly reasoned and Gathering Data and Estimating a Time Frame Steps for choosing a final recommendation
compelling case for your new ―Interpret Numbers With Care,‖
Analyzing Your Data Sir Peter Middleton, Former Tips for gathering data HMCL: Janice Obuchowski.
business initiatives. Addresses
topics ranging from identifying Sample Case Analysis Chairman, Barclays Group Tips for creating an implementation plan ―A Winning Proposition.‖ Jul
business opportunities to Tips for writing your business case 1, 2005
Choosing a Solution and Assessing Risks
measuring their success. ―Learn When to Follow Your Sample business case
Creating a High-Level Implementation Plan Instincts,‖ Michael Rake,
Includes recommendations for
Communicating Your Case Chairman, KPMG International Worksheet for calculating the cost of replacing
assessing risk, weighing costs,
a specific employee
developing an implementation
plan, and communicating Worksheet for identifying alternatives
recommendations in a Worksheet for tracking project implementation
convincing manner. Checklist for creating a business case
Found Under: Business Business case template
Mentor: June Paradise Maul
Business Plan Development The Business Plan Overview ―Allocating Capital and Picking Steps for determining your information needs HBR: Michael Treacy; Jim
Takes you step by step through Shaping the Process Winners,‖ Roger Parry, Chairman, Steps for developing the marketing plan Sims. ―Take Command of
the process of preparing an Clear Channel International Your Growth.‖ Apr 2004
The Structure of the Business Plan Tips for developing the business description
effective plan for a business
Opening Sections ―Changing the Marketplace,‖ Tips for doing the research S&I: Eric Mankin. ―Can You
proposal. The steps you will
learn are applicable to The Executive Summary Karan Bilimoria, Founder and Tips for developing the marketing plan Spot the Sure Winner?‖ Jul
launching a new internal The Business Description CEO, Cobra Beer Tips for preparing a financial plan 2004
product as well as seeking The Business Environment Analysis Tips for developing a milestones plan
funding for a new start-up ―Moving into New Markets,‖ Will
business. Industry Background Whitehorn, President, Virgin Pro forma financial package
Found Under: Business The Marketing Plan Galactic Sample business plan
Essentials and Finance The Operations Plan
Mentor: Linda A. Cyr The Management Summary
The Financial Plan
Attachments and Milestones
Career Management What Is Career Development? ―Do What You Love,‖ Howard Steps for clarifying your work reward values HBR: Jeffrey A. Sonnenfeld,
Develop a straightforward Taking Charge of Your Career Lester, Chairman, Williams- Steps for defining your career target Andrew J. Ward. ―Firing
approach to managing your Sonoma Back: How Great Leaders
Knowing Yourself Steps for defining and obtaining new skills Rebound After Career
career or helping others manage
theirs. Includes tools for
Clarify Your Work Values ―Tactics for Early Career Steps for preparing for an informational Disasters.‖ Jan 2007
Assess Your Skills Development,‖ Rosabeth Moss interview
matching your interests, values,
and skills to the right job or Finding Development Opportunities at Your Kanter, Professor of Business Steps for sculpting your job HMU: Deborah M. Kolb.
development opportunity, with Company Administration, Harvard Tips for choosing the right developmental ―Negotiate for What You
valuable advice on resources Business School opportunities Need to Succeed.‖ Sep 2005
Helping Others Manage Their Careers
such as career counselors, Tips for choosing a career counselor
mentors, networking, Frequently Asked Questions ―Take Ownership of Your Own
informational interviewing, and Development,‖ Jay Conger, Tips for choosing mentors
professional development Executive Director, Leadership Tips for networking
reviews. Institute, University of Southern Tips for informational interviewing
Found Under: Personal California
Tips for getting the skills you need
Development
Tips for staying on course
Mentors: James Waldroop and
Tips for talking with your supervisor about
Timothy Butler
change
Tips for conducting a professional
development review
Discovery log
Skills assessment
Informational interviewing worksheet
Rewards worksheet
Career self-assessment worksheet
Change Management The Dimensions of Change ―Effecting Change Through Steps for assessing your reactions to change HBR: David A. Garvin;
A practical guide to Being Ready for Change Active Engagement with Steps for addressing resistance to change Michael A. Roberto. ―Change
implementing, managing, and Stakeholders,‖ Wendy Thomson, Through Persuasion.‖ Jan
Change Management Former Head, The Office of Steps for creating an effective implementation 2006
communicating change in your plan
Implementing Change Public Services Reform
organization. Learn how to
Communicating Change Tips for avoiding common change mistakes HMU: Kerry A. Bunker;
approach change with an open
mind and use it as a stimulus to Understanding Reactions to Change ―Leading People Through Tips for creating a guiding vision Michael Wakefield. ―Leading
encourage new ideas and Change,‖ Amy Butte, Former Tips for empowering employees to change in Times of Change.‖ May
Taking Care of Yourself During Change CFO, New York Stock Exchange 2006
harness enthusiasm for further Tips for making near-term wins effective
progress. Includes steps to help
your unit or organization ―Overcoming Change Resistors,‖ Self-assessment for managers of change
become change-ready and Edward Lawler, Distinguished Worksheet for communicating change
planning tools to address Professor of Business, Marshall Worksheet for addressing resistance to change
resistance to change efforts. School of Business, University Of
Southern California Worksheet for overcoming obstacles to change
Found Under: Change,
Leadership and Innovation
Mentor: Linda A. Hill
Coaching Coaching Overview ―Always Deliver Honest Steps for coaching HBR: Kate Ludeman; Eddie
Learn how to get the best from The Coaching Process Feedback,‖ Amelia Fawcett, Vice Steps for reaching agreement Erlandson. ―Coaching the
your direct reports and help Chairman, Morgan Stanley Alpha Male.‖ May 2004
Preparation International Steps for balancing inquiry and advocacy
them master new skills through
Initial Discussion Tips for when to coach HMU: Judith A. Ross. ―How
coaching. In this module, you‘ll
learn how to use a four-step Ongoing Dialogue ―Be a Good Mentor,‖ Peter Tips for effective coaching to Be the Best Coach for Your
process to facilitate the Follow Up Ellwood, Group Chairman, ICI Tips for forming hypotheses Team.‖ Nov 2005
professional growth of those Strengthening Your Coaching Skills Tips for giving feedback
you‘ve agreed to coach. You‘ll ―Listen, Question, and Engage
also discover how to strengthen Beyond the Superficial,‖ Gill Tips for receiving feedback
your skills so that you can be a Rider, Director General, Tips for cultivating a spirit of partnership
more effective coach. Leadership & People Strategy, Tips for eliciting responses from
Found Under: Performance Cabinet Office uncommunicative coachees
Management Coach's self-evaluation checklist
Mentors: Interaction Associates, Coach's planning form
Inc. and
Observation worksheet
Linda A. Hill
Active listening self-assessment
Action-planning worksheet
Coaching session evaluation
Crisis Management What Is a Crisis? ―Make Painful Changes in Good Steps for conducting a crisis audit HMU: ―Managing a Crisis.‖
Every crisis is an opportunity to Avoiding the Crisis Times, Not Bad,‖ David Steps for creating a crisis plan Aug 2005
shine for managers who know Brandon, Chairman & Chief
Preparing to Manage the Crisis Executive Officer, Domino‘s Tips for avoiding crises
what to do. Here‘s how to chart HBR: Ian I. Mitroff; Murat C.
Recognizing the Crisis Pizza Tips for avoiding a project crisis Alpaslan. ―Preparing for
a course through crisis
situations, from crisis plan Containing the Crisis Tips for communicating during a crisis Evil.‖ Apr 2003
development and contingency Resolving the Crisis ―Managing Through a Crisis,‖ Tips for handling a crisis
thinking to post-crisis Erroll Davis, Jr., Former
Learning from the Crisis Chairman, Aliant Energy Corp. The 10 worst things that could happen list
management. Relevant for
managers at all levels. Managing Yourself During the Crisis Checklist of 30 warning signs of potential
Frequently Asked Questions ―Relying on Strong Values in a trouble
Found Under: Change and
Leadership Crisis,‖ Marilyn Carlson Nelson, Emergency contact list
Chairman and Chief Executive Pre-crisis resource planning worksheet
Mentor: Norman R. Augustine Officer, Carlson Companies
Scenario impact assessment
Worksheet for capturing learning from the
crisis
Customer Focus Facts about Customers and Loyalty ―Creating a Unique Multi-Channel Steps for calculating the lifetime value of a HBR: Joseph C. Nunes;
A vital orientation tool with Targeting the Right Customers Customer Experience,‖ Howard customer Xavier Dreze. ―Your Loyalty
value for every employee. Lester, Founder & Chairman, Steps for developing listening posts Program Is Betraying You.‖
How Loyalty Affects Profitability Williams-Sonoma Apr 2006
Covers the critical components Steps for improving listening posts
Building Employee Capability
of servicing internal or external
Knowing the Customer ―Satisfying Customers,‖ John Steps for mapping out a service process BSR: An Interview with
customers, with a compelling
overview of the importance of Delivering Value Egan, Former Chief Executive, Steps for achieving excellent service recovery Martha Rogers. ―Return on
customer service, its BAA Steps for creating a customer-focused design Customer: A Metric for
relationship to customer process Customer Profitability.‖ Jan
satisfaction, and its link to ―Trust Is the Key to Winning Tips for selecting the right people
2006
company profitability. Business,‖ Gill Rider, Former
Chief Leadership Officer, Tips for providing tools and support
Found Under: Business
Essentials and Marketing Accenture Tips for granting latitude within limits
Mentor: James L. Heskett Tips for rewarding performance
Worksheet for calculating the lifetime value of
a customer
Customer Value Equation worksheet
Worksheet for calculating employee turnover
Worksheet for calculating the cost of replacing
a specific employee
Customer feedback chart
Worksheet for developing satisfaction goals
for customers
Improving a work process worksheet
Service quality assessment
Decision Making Decision-Making Overview ―Avoid Uncertainty,‖ John Steps for identifying decision-making HBR: Paul Rogers; Marcia
How to make effective business Setting the Stage Roberts, Former Chief Executive, objectives Blenko. ―Who Has the D?
decisions into a process that United Utilities Steps for creating a prioritization matrix How Clear Decision Roles
Recognizing Obstacles Enhance Organizational
requires time and input from Steps for using the point-counterpoint
many individuals throughout an
Framing the Issue ―Ethics: The Balance of Performance.‖ Jan 2006
technique
organization. Learn to identify Generating Alternatives Information,‖ John Abele,
Founder, Boston Scientific Steps for using the intellectual watchdog HMU: Richard Luecke.
underlying issues related to a Evaluating Alternatives technique ―Make Better Decisions.‖
decision, generate multiple Making the Decision
alternatives, evaluate those ―Make the Tough Call, Then Act,‖ Tips for defining problems Apr 2006
alternatives, and communicate Communicating the Decision David Brandon, Chairman & Tips for conducting a productive brainstorming
and implement the decision. Implementing the Decision Chief Executive Officer, Domino's session
Includes tools and techniques Assessing the Decision-Making Pizza Tips for generating alternatives
for diagnosing and defining
Ethics and Decision Making Tips for keeping your group on track
problems, identifying root
causes, generating options, and Tips for promoting fair process
weighing alternatives. Worksheet for setting the stage
Found Under: Business Brainstorming planning worksheet
Essentials
Worksheet for evaluating alternatives
Mentor: David A. Garvin and
Communications notification form
Richard Z. Gooding
Worksheet for assessing the decision-making
process
Delegating What Is Delegating? ―Avoid Creating a Risk-Adverse Steps for delegating to the right person HMU: Lauren Keller
Proven tools for assessing any Guidelines for Effective Delegating Culture,‖ Roger Parry, Chairman, Steps for communicating the assignment Johnson. "Are You
assignment, matching employee Clear Channel International Delegating So It Sticks?" Jul
Approaches to Delegation Tips for delegating effectively 2004
skills to tasks, selecting the
Preparing to Delegate ―Delegate Responsibility in Order Tips for choosing what to delegate
right person, and supporting the
delegation all the way through Making the Assignment to Move with Speed,‖ Robert Delegation skills checklist HMU: "Five Questions About
completion. Includes strategies Monitoring a Delegation Herbold, Former Chief Operating Worksheet for preparing to delegate Encouraging Managers to
for communicating the Officer, Microsoft Corporation Delegate with Jeffrey Pfeffer."
Handling Obstacles Delegation assignment tracking form Jan 2004
assignment, monitoring
progress, and dealing with After the Assignment Is Complete ―Surround Yourself with the Task delegation analysis worksheet
―reverse delegation.‖ Frequently Asked Questions Best,‖ Dianne Thompson, Chief
Found Under: Performance Executive, Camelot Group
Management
Mentor: Thomas L. Brown
Developing Employees Why Develop Employees? ―Respect and Value Every Steps for preparing for a career development HBR: Robert Morison;
Easily applied Addressing Developmental Needs Individual's Contribution,‖ Amelia discussion Tamara Erickson; Ken
recommendations for Fawcett, Vice Chairman, Morgan Steps for identifying career development Dychtwald. ―Managing
Acknowledge Employee Differences Stanley International Middlescence.‖ Mar 2006
addressing employees‘ opportunities for your employees
Using the Performance and Potential Grid
developmental needs. Includes Steps for having a career development
strategies for maximizing return Keeping Top Employees Motivated ―The Head Gardener,‖ Lord discussion HMU: Glenn Rifkin.
on management, growing Growing Competent Employees Sharman, Chairman, Aegis Group ―Building Better Global
Tips for building employee trust Managers.‖ Mar 2006
competent employees, and Acting on Underperformers
keeping star performers ―Trust, Develop, Stretch,‖ Stephen Tips for helping an employee find a mentor
motivated. Also addresses use The Career Development Discussion Dando, Group HR Director, Tips for motivating top employees
of development planning to help Reuters Tips for nurturing solid contributors
team members improve
individual performance, make Tips for creating an individual development
the most of career opportunities, plan
and maximize contributions to Worksheet for using the Performance and
your organization‘s Potential Grid
performance. Employee's planning worksheet for
Found Under: Performance development discussions
Management Manager's planning worksheet for
Mentor: Susan Alvey development discussions
Individual development plan worksheet
Difficult Interactions What Are Difficult Interactions? ―Dealing with High-Maintenance Steps for managing a difficult interaction HBR: Jeff Weiss; Jonathan
Shows how to discuss and Causes of Difficult Interactions Individuals,‖ Dawn Airey, Steps for improving your conflict-management Hughes. ―Want Collaboration?
resolve difficult interactions in Managing Director, BSkyB style Accept--and Actively
To Manage a Difficult Interaction—Or Let It Manage—Conflict.‖ Mar
the workplace—whether they‘re Go? Steps for using active listening
with employees, peers, bosses, ―Embracing Conflict,‖ Richard 2005
Assessing the Facts Pascale, Writer, Lecturer and Steps for resolving conflicts between
or even customers and
Identifying the Emotions Consultant, Oxford University employees Neg: ―When Life Gives You
suppliers. Includes tools and
techniques to help you: decide Dealing with Threats to Your Self-Image Tips for letting go of a difficult interaction Lemons: How to Deal with
which situations are worth ―Keeping Peace Between People,‖ Tips for effective listening Difficult People.‖ Nov 2004
Solving the Problem
resolving, find the source of the Sir Mark Weinberg, President, St. Tips for managing anger
difficulty, productively discuss Managing Difficult Interactions James‘s Place Capital
the emotions that difficult Tips for dealing with extra-frustrating
interactions can raise, and behaviors
overcome barriers to action. Tips for dissipating tension during a difficult
Found Under: conversation
Communications and Tips for maintaining effective work
Workplace Issues relationships
Mentors: Interaction Associates, Worksheet for finding the source of the
Inc. difficulty
Worksheet for deciding whether to deal with a
difficult interaction
Perceptions and behavior assessment
Discussing difficult interactions assessment
Worksheet for creating a plan for change
Worksheet for resolving a conflict between
employees
Dismissing an Employee A Difficult Moment ―Don't Deliver Bad News Badly,‖ Steps for preparing for a stressful conversation HBR: Beth Axelrod et al. "A
Terminating an employee for The legal implications of dismissals Paul Anderson, Chairman & Chief Steps for documenting employee performance New Game Plan for C
performance-based reasons may Executive Officer, Duke Energy problems Players." Jan 2002
How effectively do dismissals solve the
be a sudden event, or the problem? Tips for dealing with employee behavior
dismissal may be the result of a ―How to Let People Go,‖ John problems HMCL: Steve Gosset.
Taking Care of Yourself During a Dismissal Roberts, Former Chief Executive, ―Sometimes You Do Have to
longer, unsuccessful
Understanding the Grounds for a Dismissal United Utilities Tips for conducting dismissals Fire People: Making Sure the
performance management
process. In either case, it can be Considering Alternatives Tips for giving references for a dismissed End Is Not Really the
an uncomfortable encounter for Handling a Dismissal Professionally ―Remove People Sooner Rather employee Beginning of More
both supervisor and employee. Than Later,‖ Erroll Davis Jr., Tips for working with a communications coach Headaches.‖ Oct 1999
This module presents valuable Handling the Details After a Dismissal Former Chairman, Alliant Energy List of dos and don'ts for dismissing an
advice on effectively managing Leading Your Team After a Dismissal Corporation employee
the process. Learning from a Dismissal Dismissal preparation checklist
Found Under: Change and Key Terms
Workplace Issues Self-assessment on managing a dismissal
Frequently Asked Questions
Mentors: Susan Alvey and
Stever Robbins
Diversity What Is Diversity? ―Behavior Is the Language of Steps for distinguishing between performance- HBR: Robin J. Ely, Debra E.
A diverse team generates more Thinking Differently About Differences International Business,‖ Bryan and diversity-related problems Meyerson, and Martin N.
creative ideas and gives Sanderson, Former Chairman, Steps for creating a diversity recruitment plan Davidson. ―Rethinking
Handling Diversity-Related Conflict Standard Chartered Political Correctness.‖ 2006
organizations a unique Steps for resolving diversity-related conflicts
Fostering an Inclusive Environment
competitive edge. But diversity
Tapping Diversity's Value ―Championing Diversity,‖ Ann Steps for strengthening your cultural HMU: Glenn Rifkin.
also brings new challenges, as
Limb, Former Group Chief intelligence ―Building Better Global
people from different Recruiting a Diverse Team
backgrounds and cultures come Executive, Ufi Tips for creating an inclusive workplace Managers.‖ Mar 2006
Retaining Diverse Employees environment
together in the workplace. Learn
how to manage diversity to Understanding Culture ―The Business Case for Gender Tips for recruiting diverse employees
extract maximum value from Communicating Across Cultures Diversity,‖ Gill Rider, Director Tips for maximizing the value of employee
your employees‘ differences— General, Leadership & People affinity groups
including how to recruit diverse Strategy, Cabinet Office
talent, resolve diversity-related Tips for showing respect for people from
conflicts, and communicate another culture
with employees and customers Worksheet for understanding interpersonal
from other cultures. bias
Found Under: Business Creating an inclusive environment self-
Essentials and Workplace assessment
Issues Worksheet for creating a diversity profile
Mentor: Martha R. A. Fields Recruitment interview checklist
Cultural intelligence self-assessment
Worksheet for preparing for a cross-cultural
business trip
Feedback Essentials What Is Feedback? ―Always Deliver Honest Steps for giving feedback to correct a behavior HBR: Steven Berglas. ―How
Learn how and when to use Deciding When and How to Deliver Feedback Feedback,‖ Amelia Fawcett, Vice Steps for communicating positive feedback to Keep A Players
various types of feedback to Chairman, Morgan Stanley Productive.‖ Sep 2006
Giving Feedback Effectively International Steps for receiving feedback
maximize openness and
Receiving Feedback Openly Tips for when to give feedback HMU: Cynthia M. Phoel.
encourage learning. Covers
information on establishing a Customizing Feedback ―Give Honest and Constructive Tips for when not to give feedback ―Feedback That Works.‖ Sep
receptive work environment, Providing Upward Feedback Real-Time Feedback,‖ William Tips for giving effective feedback 2006
giving effective feedback, Harrison, Former Chairman of the
Managing Barriers to Feedback Board, JPMorgan Chase Bank Tips for giving feedback in a volatile situation
receiving feedback openly,
being patient with non- Acting When Feedback Calls for Change Tips for giving feedback to uncommunicative
communicators, and managing Frequently Asked Questions ―You Can't Praise Enough,‖ Ann people
barriers to feedback. Limb, Former Group Chief Tips for responding to vague feedback
Found Under: Performance Executive, Ufi Planning a feedback session worksheet
Management Giving feedback upward assessment
Mentors: Interaction Associates, Planning commitment worksheet
Inc.
Feedback process evaluation
Finance Essentials Monitoring Financial Health ―Creating Financial Acumen in Steps for creating a budget HBR: Alfred Rappaport. ―Ten
This primer shows non-financial The Income Statement Your Company,‖ Blythe Steps for tracking a budget Ways to Create Shareholder
managers how their units fit into McGarvie, President and Founder, Value.‖ Sep 2006
The Balance Sheet Leadership International Finance Tips for analyzing financial statements
the company‘s overall financial
The Cash Flow Statement Tips for budgeting BSR: Robert S. Kaplan. ―The
picture. Includes easy-to-
understand explanations of the Comparing the Three Financial Statements ―Keeping Control of Cash,‖ Sir Annual budgeting and tracking worksheet Demise of Cost and Profit
income statement, balance Measuring Financial Health Peter Middleton, Former Breakeven analysis worksheet Centers.‖ Jan 2007
sheet, and cash flow statement, Chairman, Barclays Group
The Budget Process Initiative proposal worksheet
plus practical advice for pulling
together a department‘s budget Preparing a Budget ―Learn When to Say 'No' to New
and justifying an investment or Articulating Your Assumptions Business Opportunities,‖ Karen
expenditure. What Is Cost/Benefit Analysis? Kerrigan, Founder, Small
Found Under: Business Business & Entrepreneurship
Return on Investment and Payback Period Council
Net Present Value and Internal Rate of Return
Mentor: Chuck Kremer
Sensitivity Analysis
Estimating Unquantifiable Benefits and Costs
Breakeven Analysis
Tracking Performance
Key Terms
Goal Setting Goal Setting: An Overview ―Restoring Confidence,‖ Rosabeth Steps for identifying and prioritizing goals BSR: Robert S. Kaplan.
Is your work organized around Setting SMART Goals Moss Kanter, Professor of Steps for accomplishing your goals ―Target Setting.‖ May 2006
clear and meaningful Business Administration, Harvard
Developing Unit Goals Business School Steps for monitoring your progress
objectives? It will be once HBR: Dianne Ledingham;
Developing Individual Goals Tips for setting unit goals Mark Kovac; Heidi Locke
you‘ve mastered these tools and
techniques for establishing Maximizing Goal Success ―Setting Clear and Achievable Tips for setting your team members' goals Simon. ―The New Science of
realistic goals, creating a task Accomplishing Goals Goals,‖ Roger Parry, Chairman, Tips for increasing goal success Sales Force Productivity.‖ Sep
list, tracking milestones, and Clear Channel International 2006
Evaluating Goals Goal development worksheet
evaluating achievement.
―Transformational Goals,‖ Smart goal worksheet
Found Under: Performance
Management Stephen Dando, Group HR Goal and task worksheet
Director, Reuters Obstacles/solutions worksheet
Mentors: Penny Locey and
Linda A. Hill Worksheet for evaluating goals
Hiring Hiring Overview ―Hire the Right People,‖ Aart de Steps for recruiting candidates HBR: Justin Menkes. ―Hiring
Techniques for finding, Defining Job Requirements Geus, Chairman and Chief Steps for asking interview questions for Smarts.‖ Nov 2005
interviewing, and selecting top Executive Officer, Synopsys
Recruiting Promising Candidates Steps for making the hire
performers. Covers information HMU: Judith A. Ross. ―Hiring
Preparing to Interview ―Recruit Talent, Not Experience,‖ Tips for finding the right person for Intangibles.‖ Jan 2007
on screening résumés, checking
references, asking effective Conducting the Interview Don Cruickshank, Former Tips for screening résumés
questions, making the hiring Maintaining Control of the Interview Chairman, London Stock Tips for conducting the interview
decision, and extending the Exchange
Asking Effective Questions Interview preparation form
offer. Includes tools for creating
a job profile, preparing for an Asking Personal Questions ―Techniques For Hiring Well,‖ Decision-making matrix worksheet
interview, and evaluating job Evaluating Candidates Aart de Geus, Chairman and Chief Job profile form
candidates. Making the Offer Executive Officer, Synopsys
Found Under: Workplace
Issues
Innovation and Creativity The Manager's Role ―Diversity of Experience Creates Steps for fostering creative conflict: HBR: Richard Florida; Jim
How to stimulate creative What Are Creativity and Innovation? Opportunity,‖ Julia Cleverdon, depersonalizing issues Goodnight. ―Managing for
thinking in an intellectually Chief Executive, Business in the Steps for promoting creative conflict: surfacing Creativity.‖ Feb 2007
Key Misconceptions Community
diverse workgroup. Learn to unspoken issues
Five Steps in the Creative Process HMU: Debriefing Luc de
assess and then tailor the Steps for enhancing your own creative
physical and psychological Characteristics of Creative Groups ―Embracing Conflict,‖ Richard potential Brabandere: ―Boost Your
environment to stimulate Different Thinking Styles Pascale, Writer, Lecturer and Company's Creativity.‖ Apr
Consultant, Oxford University Tips for providing outside stimulation for your 2006
creative thought, and how to Building Intellectual Diversity group
manage the process of
innovation for maximum impact Fostering Creative Abrasion ―Listening to the Periphery,‖ Tips for enhancing the physical workspace to
on your organization. Enhancing the Psychological Environment Richard Pascale, Writer, Lecturer facilitate communication and interaction
Found Under: Innovation, Enriching the Physical Environment and Consultant, Oxford University Tips for motivating and rewarding creativity
Leadership, Strategy and Divergent Thinking Techniques Tips for brainstorming sessions
Teams Creativity checklist
Convergence Techniques
Mentor: Dorothy Leonard Form for setting a target for creative change
Psychological environment for creativity
assessment
Enhancing the creativity of the physical
workspace worksheet
Planning for innovation worksheet
Form for listing attributes
Innovation Innovation and Innovators ―Getting Out of the Boardroom,‖ Steps for developing your vision HBR: Gary Hamel. ―The
Implementation Developing an Inspiring Vision of Your Lord MacLaurin, Former Steps for building support for your idea Why, What, and How of
Innovation Chairman, Vodafone Group Management Innovation.‖ Feb
A framework for turning an Steps for building a preliminary business case 2006
innovative idea into reality. Identifying Stakeholders Steps for overcoming resistance
Innovation is not only about ―It Takes Time,‖ John Stewart,
Cultivating Your Informal Support Network Former Director, McKinsey and Tips for choosing a sponsor HMU: Dean Hering; Jeffrey
generating creative ideas.
Innovation results when a Building a Business Case Company Tips for choosing a gatekeeper Phillips. ―Innovate on
creative idea is put to use. Communicating with Stakeholders Purpose.‖ Sep 2006
Tips for choosing an opinion leader
However, the implementation Managing Resistance to New Ideas and ―Workers and Innovators,‖ Phil
Smith, Business Development Tips for promoting acceptance of your idea
phase is where many good ideas Change
fail. Learn how to implement an Director, Cisco Systems, UK & Worksheet for crafting a vision statement
Staying Passionate About Your Innovation Ireland
innovation, from crafting a Checklist for evaluating a sponsor
vision statement to managing Form for communicating with a stakeholder
resistance.
Form for managing communications follow-up
Innovation and Leadership Worksheet for overcoming resistance
Mentor: Kumar Nochur
Laying Off Employees What Is a Layoff? ―Always Be Resilient ,‖ Peter Steps for leading post-layoff change HMCL: Kim Ribbink.
When organizations downsize, Taking Care of Yourself Through a Layoff Ellwood, Founder, Small Business Steps for preparing for a stressful conversation "Communicating in the
the supervisors responsible for & Entrepreneurship Council Aftermath." Jun 2002
Understanding the Grounds for a Layoff Tips for acknowledging endings after a layoff
communicating the layoffs and
Deciding Whom to Lay Off ―Letting People Go,‖ Lord Tips for holding question sessions after a HMCL: Stever Robbins.
managing the repercussions face
Communicating a Layoff to Employees Sharman, Chairman, Aegis Group layoff "How to Communicate
one of the greatest challenges
they will ever encounter. This Informing Employees Who Are Being Laid Tips for working with a communications coach Layoffs." Jul 2001
topic presents some sound Off ―Winning Teams Must Change,‖ List of dos and don'ts for laying off employees
advice on how to best manage Helping Displaced Workers After a Layoff Dawn Airey, Managing Director, Layoff preparation checklist
this process, and presents the Sky Networks, BSkyB
perspective of the manager as Managing Layoff Survivors Self-assessment on managing a layoff
well as the direct report. Leading Your Team After a Layoff
Found Under: Change and Learning from a Layoff
Workplace Issues Key Terms
Mentors: Susan Alvey and Frequently Asked Questions
Stever Robbins
Leading and Motivating What Leaders Really Do ―Find Your Personal Steps for adapting your leadership style to HBR: ―In Praise of the
A synopsis of the essential tasks Skills and Characteristics of Leaders Communication Style,‖ Laura individual needs Incomplete Leader.‖ Feb 2007
of leadership: setting direction, Tyson, Dean, London Business Steps for formulating a vision
Adapting Your Leadership Style School
aligning people, and motivating Steps for creating forward momentum HMU: David Sirota; Louis A.
Crafting a Vision That Others Will Follow Mischkind; Michael Irwin
others. Learn how to recognize
Aligning People Through Successful ―Mission and Vision,‖ Lord Tips for establishing your credibility Meltzer. ―Stop Demotivating
the skills and characteristics of
effective leaders, create an Communication Bilimoria, Founder and CEO, Tips for developing your leadership skills Your Employees!‖ Jan 2006
inspiring vision, and energize Motivating Others Cobra Beer Tips for creating an inspiring work
people to support and work Energizing Difficult People environment
toward your goals. ―Passion and Energy,‖ Robin Emotional intelligence and leadership trait
Creating a Work Environment that Motivates Ryde, Head, Centre for Strategic
Found Under: Leadership and checklist
Performance Management Leadership, National School of
Government Worksheet for developing a vision
Mentor: Linda A. Hill Worksheet for keeping people motivated
Establishing credibility and building a holding
environment checklist
Managing Upward The Purpose of Managing Upward ―Asking the Right Questions,‖ Sir Steps for developing a relationship with your HMCL: Anne Field. ―Truth or
How well do you work with Developing a Relationship with Your Peter Middleton, Former manager Consequences: Dealing with a
your supervisor? Gain insight Manager Chairman, Barclays Group Steps for presenting problems or opportunities Conflict-Averse Boss.‖ 2005
into developing a mutually Communicating with Your Manager up
rewarding relationship, with ―Embracing Conflict,‖ Richard Tips for working effectively with your HMU: Rich Wellins. ―Five
Negotiating with Your Manager Pascale, Writer, Lecturer and Questions About Interviewing
skills for communicating and manager
negotiating with your manager. Consultant, Oxford University Your Prospective Supervisor.‖
Tips for negotiating your needs Oct 2004
Includes tips on presenting
problems or opportunities to ―Take Ownership of Your Own Worksheet for understanding your manager
your supervisor and accepting Development,‖ Jay Conger, Worksheet for understanding yourself
responsibility for your proposed Executive Director, Leadership Worksheet for monitoring the effectiveness of
actions. Institute, University of Southern your relationship with your manager
Found Under: Business California
Worksheet for negotiating with your manager
Essentials and Personal
Development
Mentors: Katie Carlone and
Linda A. Hill
Marketing Essentials Marketing Overview ―No Brand Is Immortal,‖ Steps for market research HBR: Daniel Yankelovich;
Written especially for non- Marketing Orientation Christopher Bland, Chairman, BT Tips for building a marketing orientation David Meer. ―Rediscovering
marketing managers, this Group Market Segmentation.‖ Feb
Satisfying Your Customers Tips for creating an effective print ad 2006
module includes fundamentals
Developing Your Marketing Orientation ―The Power of the Story,‖ Dame Tips for designing a powerful sales promotion
that will help people throughout
the organization better Defining Your Target Market Anita Roddick, Founder, The Tips for evaluating sales representatives HMU: James Allen; Frederick
understand the importance of Understanding Your Consumer Market Body Shop International Tips for marketing online F. Reichheld; Barney
marketing and how it relates to Hamilton. ―Tuning Into the
Understanding Your Organizational Market Tips for selecting the right marketing Voice of Your Customer.‖ Oct
them. ―Turning Your Customers into communications mix
Understanding Your Competition Your R&D Force,‖ John Abele, 2005
Found Under: Business Worksheet for calculating the lifetime value of
Essentials and Marketing Developing Your Marketing Strategy Founder, Boston Scientific
a customer
Mentors: Philip Kotler and Marketing Communications
Customer value equation worksheet
Bruce Wrenn New Product Development
Worksheet for conducting a SWOT analysis
From Marketing Plan to Market
Product profile worksheet
Direct Marketing
Form for drafting a marketing plan
Relationship Marketing
Key Terms
Frequently Asked Questions
Meeting Management Types and Purposes of Meetings ―Follow It Up,‖ Sir Gerry Steps for planning, conducting, and following HBR: Bob Frisch; Logan
A timesaving guide to planning Creating an Agenda Robinson, Former Non-Executive up Chandler. ―Off-Sites that
and conducting meetings from Chairman, Allied Domecq Steps for discussing a problem Work.‖ Jun 2006
Preparing for the Meeting
start to finish. Covers Steps for building an instant agenda
How Groups Reach Decisions ―Judgment Calls,‖ Phil Smith, HMCL: Marty Linsky. ―The
preparation, keeping the
Conducting a Meeting Business Development Director, Tips for preparing a meeting Morning Meeting: Best-
meeting on track, and follow-
up. Includes expert advice for When Bad Things Happen to Good Meetings Cisco Systems, UK & Ireland Tips for conducting a meeting Practice Communication for
dealing with problem behaviors Tips for dealing with problem behaviors Executive Teams.‖ May 2006
Ending a Meeting
exhibited by meeting ―Perception,‖ David McTurk, Tips for intervening at critical junctures
participants. Following Up After a Meeting Former COO, Bookham
Virtual Meetings Technology Tips for ending a meeting
Found Under:
Communications Tips for on-the-spot recording
Mentors: Interaction Associates, Meeting agenda form
Inc. and Meeting planner's checklist
Linda A. Hill Meeting minutes form
Negotiating Types of Negotiation ―Embracing Conflict,‖ Richard Steps for preparing for a negotiation HBR: ―Getting Past Yes:
A practical guide to becoming Multiphase and Multiparty Negotiations Pascale, Writer, Lecturer and Steps for handling a distributive negotiation Negotiating As If
an effective negotiator. Includes Consultant, Oxford University Implementation Mattered.‖
Four Key Concepts in Negotiation Steps for handling an integrative negotiation
steps to guide you through the
Nine Steps to a Deal ―Listen, Question, and Engage Steps for improving your negotiating position HMU: Deborah M. Kolb.
negotiation process: assessing
your interests as well as those of Negotiation Tactics Beyond the Superficial,‖ Gill Steps for closing a deal ―Negotiate for What You
the other party, developing Barriers to Agreement Rider, Former Chief Leadership Tips for establishing the right tone Need to Succeed.‖ Sep 2005
opportunities that create value, Officer, Accenture
Mental Errors Tips for getting off to a good start
avoiding common barriers to
agreement, and implementing Skills of Effective Negotiators ―Use Emotion Sparingly,‖ Sir Tips for listening actively
strategies to make the Key Terms David Michels, Former Group Tips for dealing with saboteurs
negotiation process run Frequently Asked Questions Chief Executive, The Hilton Tips for managing relationship value
smoothly. Group
Worksheet for identifying and improving your
Found Under: BATNA
Communications
Worksheet for determining your reservation
Mentor: price
Marjorie Corman Aaron, JD
Worksheet for assessing the other side's
interests
Worksheet for evaluating your authority and
that of the other side
Sales negotiation planning form
New Manager Transitions Myths About Managers ―Adapt Your Leadership Style to Steps for building and cultivating your HBR: Linda Hill. ―Becoming
Concepts and practical advice to Roles and Expectations Each Individual,‖ David Brandon, network the Boss.‖ Jan 2007
help a new managers make a Chairman & Chief Executive Steps for strengthening your emotional
Setting Agendas and Building Officer, Domino‘s Pizza
successful transition to the intelligence HMU: Anne Field. ―Moving
Taking a Broader View Managers from "Me" to "We."
managerial role. Learn common Tips for assessing your progress
myths of management, the Managing Teams ―Becoming a Manager,‖ David Apr 2006
Brandon, Chairman & Chief Tips for influencing others
nature of the transition process Managing Individuals
from individual contributor to Executive Officer, Domino‘s Tips for introducing new policies and practices
Putting It All Together Pizza
manager, how to enhance your Tips for leveraging resources in your first year
self-knowledge, ways to build Promoting Diversity and Understanding
Group Culture Best manager-worst manager worksheet
effective teams, and how to ―Diversity in Teams,‖ Robin
cope with the stresses and Building Self-Awareness Ryde, Head, Centre for Strategic Checklist for new managers
emotions that characterize the The Power of Emotional Intelligence Leadership, National School of Emotional intelligence self-assessment
managerial role. Government Contact sheet for new managers
Coping with New Emotions
Found Under: Personal Worksheet for adapting your managerial style
Reaping the Rewards ―Supporting Your Team,‖ David
Development
Frequently Asked Questions Brandon, Chairman & Chief
Executive Officer, Domino‘s
Pizza
Performance Appraisal The Purpose of Assessing Performance ―Always Deliver Honest Steps for preparing for a performance appraisal HBR: Robert S. Kaplan.
Prepare, conduct, and follow up Preparing for a Performance Appraisal Feedback,‖ Amelia Fawcett, Vice meeting ―What to Ask the Person in
a performance evaluation Meeting Chairman, Morgan Stanley Steps for conducting a performance appraisal the Mirror.‖ Jan 2007
meeting. Includes guidelines on International meeting
Conducting a Performance Appraisal Meeting
appropriate documentation and Tips for preparing for a performance appraisal HMU: Anne Field. ―Are You
Recording the Meeting ―Trust, Develop, Stretch,‖ Stephen Rewarding Solo Performance
handling problem situations, as meeting
well as specific before, during, Following Up Dando, Group HR Director, at the Team's Expense?‖ Aug
Reuters Tips for conducting a performance appraisal 2006
and after steps designed to Frequently Asked Questions meeting
reinforce desirable behavior and
effect change where needed. ―You Can't Praise Enough,‖ Ann Performance appraisal preparation checklist
Found Under: Performance Limb, Former Group Chief Performance appraisal evaluation checklist
Management Executive, Ufi Individual development plan worksheet
Mentor: Kathleen Jordan
Performance Measurement Performance Measurement Overview ―Having a long-term vision,‖ Steps for measuring performance HBR: Dominic Dodd; Ken
Lord Bilimoria, Founder and Steps for communicating performance data to Favaro. ―Managing the Right
Learn how to measure your Key Performance Indicators your group
group‘s performance by applying CEO, Cobra Beer Tension.‖ Dec 2006
Performance Measurement Systems Tips for launching the performance
a disciplined process to measurement process
Performance Measurement as a ―If you're not getting better, BSR: Dennis Campbell.
performance measurement. Tips for defining objectives
Deciding What to Measure you're getting worse,‖ David ―Choose the Right Measures,
Found Under: Finance and Tips for creating performance metrics
Gathering Performance Data Brandon, Chairman & Chief Drive the Right Strategy.‖
Strategy Tips for setting performance targets
Executive Officer, Domino's May 2006
Interpreting Performance Results Worksheet for understanding key performance
Mentor: Robert S. Kaplan Pizza
Avoiding Performance Measurement Pitfalls indicators
Worksheet for understanding your company's
From Performance Measurement to ―Setting clear and achievable performance measurement system
Performance Management goals,‖ Roger Parry, Chairman, Worksheet for deciding which performance
Key Terms Clear Channel International aspects to measure
Worksheet for setting performance targets
Worksheet for tracking performance results
Persuading Others Persuasion Overview ―Prepare Thoroughly and Know Steps for defining a unique value proposition HBR: David A. Garvin;
Master the art and science Building Your Credibility Your Audience,‖ Rosabeth Moss Steps for introducing a new organizing Michael A. Roberto. ―Change
behind successful persuasion— Kanter, Professor of Business metaphor Through Persuasion.‖ Jan
Understanding Your Audience Administration, Harvard Business 2006
and begin changing others‘ Steps for reading your audience quickly
Winning Your Audience's Mind School
attitudes, beliefs, or behavior to
Winning Your Audience's Heart Tips for keeping your message simple SCS: Lauren Keller Johnson.
create win-win solutions.
Formal authority no longer gets Overcoming Resistance ―Trust Is the Key to Winning Tips for speaking with confidence ―Tactics for Changing Minds.‖
managers as far as it used to. To Business,‖ Gill Rider, Director Tips for using body language Nov 2005
Understanding Persuasion Triggers General, Leadership & People
do their job—accomplishing Tips for using statistics
work through others—managers Leveraging the Power of Audience Strategy, Cabinet Office
must develop and use Key Terms Tips for using visual aids
persuasion skills rather than ―Use Emotion Sparingly,‖ David Persuasion self-assessment
simply issue orders. Michels, Former Group Chief Worksheet for establishing your credibility
Found Under: Executive, Hilton Group
Worksheet for understanding your audience
Communications and
Leadership
Mentor: Harry Mills
Presentation Skills Presentation Overview ―Prepare Thoroughly and Know Steps for setting up a presentation HMCL: Roly Grimshaw.
Sound advice on preparing and Laying the Foundation for Your Presentation Your Audience, ― Rosabeth Moss Steps for creating a presentation ―Why the Best Presentations
delivering presentations that Kanter, Professor of Business Are Good Conversations.‖ Oct
Deciding What to Say Administration, Harvard Business Steps for practicing and evaluating 2004
command attention, persuade,
Organizing Your Presentation School Tips for setting up a presentation
and inspire. Includes rehearsal
techniques as well as tips for Using Visuals Tips for organizing a presentation HMCL: Cynthia M. Phoel.
creating and using more Rehearsing ―Choose Your Words Carefully,‖ Tips for creating visuals ―Leading Words: How to Use
effective visuals. Also addresses Paul Anderson, Chairman & Chief Stories to Change Minds and
Presenting Effectively Executive Officer, Duke Energy Tips for presenting effectively Ignite Action.‖ May 2006
the importance of understanding
your objectives and your Handling Questions Preliminary planning worksheet
audience to create a Making Group Presentations ―Keep It Simple,‖ Lord Sharman, Audience characteristics worksheet
presentation with impact. Evaluating Your Presentation Chairman, Aegis Group Presentation context worksheet
Found Under: Presentation outline worksheet
Communications
Logistics worksheet
Mentor: Nick Morgan
Objections worksheet
Processes Improvement Understanding Business Processes ―Process Improvement,‖ Sir John Steps for improving a process HBR: Michael Hammer.
When you improve your team‘s What Is Business Process Improvement? Egan, Former Chief Executive, Steps for creating a functional activity ―Deep Change: How
business processes, you BAA flowchart Operational Innovation Can
Planning a Process Improvement Transform Your Company.‖
generate valuable results for Steps for envisioning a better process
Analyzing the Existing Process ―Smart Cost Reduction,‖ Paul April 2004.
your organization. But knowing
Redesigning Your Process Skinner, Chairman, Rio Tinto Tips for developing a process mindset in your
which processes to change, how
team HMU: Rudy Puryear and
to change them, and how to Acquiring Needed Resources
ensure that they deliver the best ―Reducing Cycle Time,‖ John Tips for prioritizing process-improvement Christine Detrick. ―Are You
Implementing Your Redesigned Process efforts Sending Your Problems
outcomes can be challenging. Whybrow, Chairman, Wolseley
Learn what business processes Continually Improving Your Process Tips for benchmarking and researching best Offshore?‖ February 2006.
are; why improving them is processes
essential; and how to carry out a Tips for redesigning a process
business process improvement
initiative. Tips for overcoming resistance to a redesigned
process
Found Under: Business
Essentials and Change Checklist for deciding whether process
improvement is necessary
Mentor: Mark McDonald
Worksheet for planning a process redesign
Worksheet for creating a functional activity
flowchart
Process report card
Worksheet for process benchmarking
Project Management Project Management Overview ―Don‘t Sit on Bad News in Project Steps for building an effective project team HMU: Alan P. Brache, Sam
Learn the nuts and bolts of Identifying Project Needs and Objectives Management,‖ Clive Mather, Steps for building a Gantt chart Bodley-Scott. ―Which
project management, including President & CEO, Shell Canada Initiatives Should You
Understanding Competing Demands and Steps for developing a critical path Pursue?‖ Oct 2006
project planning, budgeting, "Scope Creep"
―Invest Time in Building Teams,‖ Tips for getting your WBS right
team-building, execution, and
Defining Roles and Responsibilities Paul Skinner, Chairman, Rio Tinto Tips for scheduling a project HMU: Loren Gary. ―Will
risk analysis. Covers useful
tools and techniques such as Creating a Project Charter Tips for selecting project-management Project Creep Cost You—or
GANTT and PERT charts, Developing High-Level Estimates ―Allocating Capital and Picking software Create Value.‖ Jan 2005
Work Breakdown Structure, and Assembling Your Team & Assigning Tasks Winners,‖ Roger Parry, Tips for putting a late project back on schedule
variance analysis. Chairman, Clear Channel
Developing a Budget International Worksheet for identifying your project
Found Under: Business objectives
Essentials Developing a Schedule
Creating a Communications Plan Project charter worksheet
Mentor: Mary Grace Duffy
Launching and Monitoring the Project Worksheet for developing high-level estimates
Managing Risk Worksheet for assessing project team
members' skills
Wrapping Up the Project
Meeting minutes form
Worksheet for monitoring project progress
Form for capturing lessons learned
Retaining Employees Employee Retention Overview ―The Business Case for Gender Steps for managing exhausted employees HBR: Sylvia Ann Hewlett and
Why do employees stay with— Why Is Retention More Important Than Ever? Diversity,‖ Gill Rider, Director Steps for diagnosing and closing retention gaps Carolyn Buck Luce. ―Off-
or leave—their jobs? Learn General, Leadership & People Ramps and On-Ramps:
What Makes Retention So Challenging? Strategy, Cabinet Office Tips for getting good people to stay Keeping Talented Women on
strategies for attracting and
keeping top performers, how to
The Special Challenges of a Diverse Work Tips for building your retention task force the Road to Success.‖ Mar
Force ―Don't Take a Job for Life,‖ Colin Tips for building your online internal job- 2005
handle common obstacles to
retention such as burnout and Hiring Right: The First Step to Retention Day, Group Chief Financial search tool
work/life imbalance, and how to Stay Competitive Officer, Reckitt Benckiser Tips for using training to foster retention HMU: Judith Ross. ―Dealing
develop programs that address with the Real Reasons People
Cultivate the Right Culture Tips for recognizing the early warning signs of
the diverse needs and interests ―Love What You Do,‖ Warren defection
Leave.‖
of your workforce. Help Managers Help Employees Stay Bennis, Distinguished Professor of
Help Employees Avoid Burnout Business Administration, Tips for hooking the right prospects
Found Under: Workplace
Issues Frequently Asked Questions University of Southern California Worksheet for conducting a stay interview
Mentors: James Waldroop and Key Terms Worksheet for calculating the cost of replacing
Timothy Butler a specific employee
Work culture survey
Retention self-assessment
Strategic Thinking Strategic Thinking Overview ―Having a long-term vision,‖ Steps for understanding your company's and HBR: George Stalk Jr.
Learn how to recognize the Defining Characteristics of Strategic Thinkers Lord Bilimoria, Founder and unit's strategies ―Curveball: Strategies to Fool
personal traits, behaviors and CEO, Cobra Beer Steps for balancing short-term requirements the Competition.‖ Sep 2006
Strategic Thinking as a Process
attitudes, and cognitive capacities with long-term goals
Seeing the Big Picture ―Be clear what the aim is,‖ Sir HMU: ―Essentials: The
that strategic thinkers Tips for seeing the big picture
demonstrate. Clarifying Strategic Objectives Gerry Robinson, Former Building Blocks of Strategy.‖
Chairman, Allied Domecq Tips for clarifying strategic objectives Jan 2006
Identifying Relationships, Patterns, and
Found Under: Innovation, Tips for identifying relationships, patterns, and
Trends
Leadership and Strategy ―Moving into new markets,‖ Will trends
Thinking Creatively
Mentor: David J. Collis Whitehorn, President, Virgin Tips for thinking creatively
Analyzing Information Galactic Tips for analyzing information
Prioritizing Your Actions
Tips for prioritizing your actions
Making Trade-Offs
Tips for making trade-offs
Strategic thinking self-assessment
Worksheet for seeing the big picture
Worksheet for clarifying strategic objectives
Worksheet for identifying relationships,
patterns, and trends
Worksheet for thinking creatively
Worksheet for analyzing information
Worksheet for prioritizing your actions
Worksheet for making trade-offs
Strategy Execution Strategy Overview ―Turning a Threat Into an Steps for conducting a SWOT analysis BSR: David P. Norton;
Learn what strategy is, how The Strategic Plan Opportunity,‖ Lord Bilimoria, Steps for determining priority issues Randall H. Russell. ―Translate
senior management and units Founder and CEO, Cobra Beer the Strategy into Operational
The Strategic Planning Process Steps for identifying objectives Terms.‖ May 2005
work together to develop
Strategic Initiative Action Plan ―Tough Conversations,‖ Stephen Tips for navigating interlocks
strategy, and how units support
a company‘s strategy by Defining Objectives and Metrics Dando, Group HR Director, Tips for managing alignment HBR: Robert S. Kaplan;
developing and executing action Determining Resources Reuters Tips for establishing accountability David P. Norton. ―How to
plans for strategic initiatives. In Implement a New Strategy
Clarifying Interlocks Worksheet for conducting a SWOT analysis
many companies, senior ―Execution,‖ Domenico De Sole, Without Disrupting Your
management and units are Keeping Action Plans Aligned and on Course Former President & CEO, Gucci Worksheet for developing an action plan Organization.‖ Mar 2006
involved in the strategic Establishing Accountability Group Worksheet for determining objectives from
planning process. Why? This Creating an Environment for Excellence key result areas
ensures that a company‘s Alignment checklist
Evaluating and Rewarding Performance
strategies—both corporate and
Creating an environment for excellence
unit—are tightly aligned and
checklist
that successful implementation
can follow.
Leadership and Strategy
Mentor: C. Davis Fogg
Stress Management Overload and Toxic Worry ―Keeping Your Balance,‖ Laura Steps for quick stress reduction HBR: Herbert Benson M.D.
Learn the difference between Positive Stress and Productive Worry Tyson, Dean, London Business Steps for decreasing toxic worry ―Are You Working Too
positive stress that enhances School Hard?‖ A Conversation with
Assessing Your Stress Level Tips for managing worry Herbert Benson, M.D. Nov
productivity and negative stress
Taking Charge of Stress ―Restoring Confidence,‖ Rosabeth Tips for setting stress-reducing goals 2005
that breeds tension, lowers
productivity, and undercuts job Turning Worry into Action Moss Kanter, Professor of Tips for coping with difficult coworkers
satisfaction. Includes strategies Connecting with Others Business Administration, Harvard Tips for listening effectively to a worried HMU: ―Managing a Crisis.‖
for dealing with underlying Business School colleague Aug 2005
Connecting with Yourself
causes of worry and stress, with Worry self-assessment
tactical advice and coping Letting Your Body Help You Relieve Stress
mechanisms for immediate Practice Good Stress Habits Life changes as stressors checklist
problem management. Frequently Asked Questions Workplace stress assessment
Found Under: Personal
Development
Mentor: Edward Hallowell, MD
Team Leadership What Is a Team? ―Teamwork,‖ Stephen Dando, Steps for launching a team HBR: Timothy Butler; James
Learn how to establish a team Seven Steps to an Effective Team Group HR Director, Reuters Steps for building an effective team Waldroop. ―Understanding
with the right mix of skills and ‗People‘ People.‖ Jun 2004
Forming a Team Steps for addressing team conflicts through
personalities and create a ―Diversity in Teams,‖ Robin private channels
Building Team Culture Ryde, Head, Centre for Strategic HMU: Jerry Garfield; Ken
culture that promotes
Planning for Success Leadership, National School of Steps for holding an open team discussion Stanton. ―Building Effective
collaborative work. Covers
Government about conflicts Teams in Real Time.‖ Nov
steps to leading an effective Operating As a Team
team and includes innovative, Tips for creating a team charter 2005
Evaluating Performance
easy-to-implement self- ―Pace, Don't Lead,‖ David Tips for defining team goals
evaluation tools. Being a Team Player McTurk, Former COO, Bookham Tips for hosting a launch meeting
Found Under: Leadership and Technology
Checklist for evaluating yourself as a team
Teams leader
Mentors: Donna D. Conlin and Worksheet for deciding whether to assemble a
Linda A. Hill team
Worksheet for developing a team charter
Role clarification worksheet
Worksheet for assessing team member's skills
Checklist for assessing your team's goals
Team Management Understanding How Teams Get Derailed ―Keeping Peace Between People,‖ Steps for keeping team meetings on the right HBR: Jeanne Brett; Kristin
Focus is essential to effective Fostering Team Identity Sir Mark Weinberg, President, track Behfar; Mary C. Kern.
teamwork. Learn how to St.James's Place Capital Steps for resolving conflicts ―Managing Multicultural
Helping Your Team Make Decisions Teams.‖ Nov 2006
diagnose and overcome Steps for evaluating your team
Promoting Better Team Communication ―Teamwork,‖ Stephen Dando,
common problems—such as
Resolving Team Conflicts Group HR Director, Reuters Tips for building team performance HMU: Paul Michelman.
poor communication and
interpersonal conflict—that can Encouraging Team Participation Tips for improving team communication ―Building and Leading Your
impede team progress, learn to ―Leadership Is What You Do, Not Tips for making the most of conflict Team.‖ May 2005
Fostering Creativity in Your Team
take corrective measures to What You Say,‖ Clive Mather, Tips for balancing bossing with empowering
remove team problems and Helping Your Team Avoid "Groupthink" President and CEO, Shell Canada
improve team performance. Improving a Team Leader's Skills Team audit - how are we doing?
Found Under: Teams Team identity assessment
Mentor: Anne Donnellon Worksheet for resolving a disagreement
Groupthink assessment
Time Management Why Manage Your Time? ―The Way We Work,‖ Sir David Steps for managing your time HBR: Michael C. Mankins.
This module will help you Identifying and Prioritizing Goals Bell, Director For People, Pearson Steps for saying no to your boss ―Stop Wasting Valuable
master effective time Time.‖ Sep 2004
Breaking Goals into Tasks Tips for delegating
management techniques. Learn ―Focus on Four or Five Things,‖
Analyzing How You Spend Your Time Don Cruickshank, Former Tips for making the most of your travel time HMU: Melissa Raffoni. ―Are
how to analyze how you
currently spend your time and Recognizing and Defeating Common "Time- Chairman, London Stock Tips for getting the most from meetings You Spending Your Time the
pinpoint opportunities for Wasters" Exchange Tips for using telework effectively Right Way?‖ Jul 2006
improvement, set goals, Scheduling Time More Effectively Tips for working from home
prioritize tasks, plan your time Monitoring and Improving Your Time- ―Creating the Appropriate
efficiently using scheduling Work/Life Balance,‖ Erroll Davis, Worksheet for identifying and prioritizing your
Management Strategies goals
tools, control time-wasters, and Jr., Former Chairman, Alliant
evaluate your schedule once it is Dealing with Time-Wasting Bosses Energy Corporation Worksheet for breaking goals into tasks
underway. Balancing the Demands on Your Work and Daily activity log chart
Found Under: Business Personal Time
Worksheet for identifying and evaluating time-
Essentials and Personal Helping Your Employees Manage Their Time wasters
Development
To-do list
Mentor: David Stauffer
Virtual Teams Working with a Virtual Team ―Leadership 24/7,‖ Ken Freeman, Steps for assembling a virtual team HBR: Ann Majchrzak, Jessica
Concrete suggestions for Establishing a Foundation for Success Managing Director, KKR Steps for communicating with a virtual team Lipnack, et al. "Can Absence
forming virtual teams, including Make a Team Grow
Fostering Team Identity and Collaboration Steps for laying a technology foundation
assessing their technology and ―Creating a High-Performance Stronger?" May 2004
Aligning Team Members through Team,‖ Larissa Joy, European Steps for creating a work plan
communication needs,
Communication Chief Operating Officer, Weber Steps for creating a lending library HMU: Judith A. Ross. ―Trust
structuring the team to build
trust, and keeping the team on Coaching a Virtual Team Shandwick Group, Europe Steps for maintaining version control of Makes the Team Go 'Round.‖
track. Making Technology Decisions documents Jun 2006
Found Under: Teams Using Technology for Live Meetings ―Getting the Most Out of a Tips for writing an email message
Diverse Team,‖ Clive Mather,
Mentors: Jessica Lipnack and President & CEO, Shell Canada Tips for leaving voice mail
Jeffrey Stamps Tips for making conference calls
Tips for sending faxes
Tips for establishing a project website
Tips for deciding which communication to use
Contact information form for virtual team
members
Worksheet for setting up a virtual team
Worksheet for identifying roles and
responsibilities
Culture check worksheet
Virtual team work plan
Writing Skills Understanding the Basics ―Don't Over-Detail,‖ Colin Day, Steps for planning your writing task HMCL: Janice Obuchowski.
Skillful writing helps you Getting Started Group Chief Financial Officer, Steps for editing for content ―Communicate to Inform, Not
accomplish your business Reckitt Benckiser Impress.‖ Feb 2006
Organizing Your Material Steps for editing for style
objectives and extends your
Writing the First Draft ―Communicate Your Strategy Tips for using the order of importance method HMCL: Holly Weeks. ―The
influence as a manager. Learn
to create clearer, more effective Structuring Paragraphs Clearly,‖ Sanjiv Ahuja, Chief Tips for using the compare and contrast Best Memo You'll Ever
written communications. Editing for Content Executive, Orange Group method Write.‖ Apr 2005
Includes specific guidelines for Editing for Style Tips for writing an e-mail message
preparing memos, letters, ―Repeat Your Message Simply Tips for writing a business memo
emails, and other common Drafting E-mail and Consistently,‖ Sir Michael
business documents. Rake, Chairman, KPMG Tips for writing a business letter
Found Under: International Tips for writing a proposal
Communications Focus sheet™
Mentor: Deborah Dumaine Document organizing guide
Designing for visual impact reference guide
Be your own editor checklist
Updated May 2008
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Module Structure – Each module is organized by the following sections:

Matrix of Program Contents by Module

Updated May 2008

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