Index of Topics in Free Management Library

Sections of this topic

    Index of Categories and Topics in Free Management Library

    Developed by Carter McNamara, Authenticity Consulting, LLC.

    • Categories of topics are listed alphabetically below.
    • Topics within categories are listed alphabetically — otherwise, in typical order of use.
    • Numerous free, online articles are referenced within each topic.
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    Action Learning

    Understanding Action Learning

    Action Learning Components & Programs

    Context of Action Learning Programs

    Related Resources and Topics

    Advertising and Promotion

    Benefits and Compensation

    Boards of Directors

    Duties and Responsibilities

    Corporate Documents

    Accountability, Auditing and Disclosure

    Liabilities and Risk

    Laws Guidelines and Ethics

    Officers and Roles

    Staffing the Board Composition of Members

    Orienting, Educating, Informing Members

    Board Evaluation and Development

    Special Topics

    General Resources

    Board Committees

    Board Meetings and Retreats

    Supervision of Chief Executive

    Shareholders and Stakeholder Relations

    Capacity Building (Nonprofit)

    suggested
    previous readings

    articles
    about capacity building

    common
    functions in nonprofits

    organizational
    performance management approaches

    Career Development

    career
    advancement

    career change
    career planning
    dress for success
    networking
    resumes
    job
    satisfaction

    job searching
    interviewing
    for a job

    social networking
    also see:
    employee
    performance management

    employee
    wellness programs

    jobs
    personal
    development

    personal
    productivity

    personal
    wellness

    staffing
    training
    and development

    Chief Executive
    Role

    what
    is chief executive officer?

    what
    do chief executive officers do?

    core
    areas of knowledge and skills

    basics
    in management and leadership

    planning
    organizing
    leading
    coordinating
    activities/resources

    action
    learning

    CEO
    development

    evaluating
    the CEO

    transitioning
    to new CEO

    “founder’s
    syndrome”

    also see:
    boards of directors
    CEO
    contracts

    management (an
    introduction)

    Coaching

    Understanding Coaching
    what’s
    coaching? compare to other fields?

    general
    framework of a coaching program

    coaching
    conversations and laser Coaching

    coaching
    conversations

    laser
    coaching

    Coaching as a Service
    benefits
    of coaching

    hiring
    a coach and getting coached

    would
    you benefit from a coach? what kind?

    what’s
    the cost? how long does it take?

    Field of Personal and Professional Coaching
    two
    broad categories of coaching

    performance
    coaching

    well-being
    (life) coaching

    domains
    of coaching

    self-coaching
    one-on-one
    coaching

    peer
    coaching

    group
    coaching

    organizational
    coaching

    some
    common
    types of coaching and virtual coaching

    business
    coaching


    career coaching

    leadership,
    executive and management coaching

    life
    coaching

    virtual
    coaching

    some
    examples of coaching models

    Doing Coaching
    useful
    skills for coaches

    coaching
    others

    evaluating
    coaching

    Business of Coaching
    profession
    and professionalism for coaches

    business
    of coaching

    General Resources and Topics
    some
    coaching training organizations and associations

    resources
    with many resources about coaching

    bibliographies
    of books about coaching

    many
    related topics

    Communications
    (Face-to-Face)

    feedback
    interviewing
    (by media, for jobs, exit, etc.)

    listening
    presenting
    / speaking

    non-verbal
    questioning
    also see:
    communications
    (writing)

    interpersonal
    skills

    organizational
    communications

    Communications
    (Writing)

    general
    advice

    composition
    skills

    grammar
    spelling
    style
    transitioning
    basic
    writing skills

    preparation
    checklist

    audience
    (targeting)

    formatting
    drafting
    proofreading
    reference
    materials (dictionaries, etc.)

    some
    types of correspondence

    “bad
    news” letters

    brochures
    e-mail
    factual
    writing (the “facts”)

    memos
    minutes
    (of meetings)

    netiquette
    (e-mail style)

    newsletters
    procedures
    questionnaires
    reports
    sales
    letters

    sales
    proposals

    slides
    surveys
    technical
    writing

    also see:
    communications
    (face-to-face)

    interpersonal
    skills

    organizational
    communications

    Computers, Internet
    and Web

    planning and buying
    software (including
    free software)

    learning
    basic
    maintenance and support

    computer and network
    security

    getting connected
    (including free ISPs)

    Internet
    Intranets
    World Wide Web (basics,
    building, promoting)

    security (break-ins,
    hoaxes, spam, viruses, etc.)

    policies (usage)
    also see:
    building
    and managing virtual teams

    e-commerce
    (business on Internet

    ——searching
    the Web

    Consultants

    understanding
    consultants and consulting

    doing consulting
    hiring consultants
    RFPs, proposals
    and contracts

    starting consulting business

    Controlling
    / Coordinating Activities

    Organizing (many
    kinds)

    also see:
    planning
    organizing
    leadership

    Crisis
    Management

    overview
    critical
    incident analysis

    also see:
    insurance
    (business)

    risk management

    Customer Relationship
    Management

    Introduction
    suggested pre-reading
    you are doing CRM now
    what is a CRM system?
    what are benefits of CRM?
    types
    of CRM functions

    types of CRM systems
    Planning Your CRM System
    Preparation
    1. clarify goals and measures
    2. align CRM goals with organizational goals
    3. clarify how customers will be treated
    4. decide what organizational design changes needed
    5. select best CRM software
    Developing Your CRM System
    redesign your organization
    start cultivating a CRM culture

    delegate CRM goals, teams and employees
    train employees about CRM
    Managing Your CRM System
    manage your CRM teams and employees
    manage your CRM software
    evaluate your CRM system

    Customer Service

    Understanding Customers and Services
    what is
    a customer?
    types
    of customers
    types
    of customer needs
    what
    customers really value
    – what
    is customer service?
    Preparation
    create customer
    service plan
    begin
    changing culture
    train
    about customer service

    Satisfying Customers
    identify
    customers’ needs
    meet customers’
    needs
    get
    customer feedback
    measure
    customer satisfaction

    Retaining Customers
    retain customers
    manage
    customer complaints
    manage
    customer relationships
    evaluate customer service management
    also see
    customer
    relationship management

    E-Commerce

    basics
    and getting started

    getting
    computers, Internet, Web, etc.

    electronic
    data interchange (EDI)

    building and
    managing virtual teams

    product
    development

    online
    stores

    online
    marketing, ads, sales, etc.

    Employee Performance Management

    a
    story

    overview
    determining
    performance goals

    performance
    plans

    observation
    and feedback

    performance
    reviews (including 360-degree)

    rewarding
    performance

    performance
    problems

    performance
    improvement plans

    firing
    employees

    also see:
    benefits
    and compensation

    career development
    employee
    engagement

    employee
    wellness programs

    human resource
    management

    staffing
    training
    basics

    Employee Wellness Programs

    drugs
    and alcohol in the workplace

    basic
    overviews

    diversity
    and inclusion

    major
    topics

    ——age
    ——ethnicity
    and race

    ——religion
    ——sexual
    orientation

    ——gender
    employee
    assistance programs

    ergonomics
    (safe facilities in the workplace)

    HIV/AIDS
    in the workplace

    preventing
    violence in the workplace

    safety
    in the workplace

    spirituality
    in the workplace

    also see:
    benefits
    and compensation

    career development
    employee
    wellness programs

    human resource
    management

    personal
    wellness

    staffing
    training
    basics

    Ethics and Social Responsibility

    managing
    ethics in workplace

    social
    responsibility

    complete
    handbook for managing ethics

    definitions
    common
    myths

    benefits
    to managing (moral and practical)

    overview
    of ethics program

    managing
    ethics program

    key
    roles and responsibilities

    codes
    of ethics

    codes
    of conduct

    ethics
    policies

    guidelines
    for resolving dilemmas

    ethics
    training

    also see:
    legal information
    (U.S. law)

    policies
    (personnel)

    risk management

    Evaluations

    advertising
    efforts

    boards
    of directors (self-evaluation)

    chief executive
    (by the Board of Directors)

    customer
    satisfaction (measuring)

    employee
    performance

    financial
    practices in nonprofits

    fundraising
    practices in nonprofits

    group performance
    human
    resources mgmnt practices (nonprofits)

    legal
    matters in nonprofits

    organizational
    communications

    organizational
    performance

    planning
    practices in nonprofits

    programs
    (goals, processes, outcomes, etc.)

    sales performance
    self-assessments
    training
    and development

    also see:
    logic
    models

    theory
    of change

    organizing (many
    kinds)

    organizing (many
    kinds)

    planning

    Facilitation

    Understanding Facilitation
    what is
    facilitation?

    what does
    a facilitator do?

    Facilitation as a Service
    how do
    you recognize a high-quality facilitator?

    would you
    benefit from a facilitator? how much would it cost?

    Core Skills for Facilitators
    core interpersonal
    skills for facilitators

    core group
    skills for facilitators

    Types of Groups and Applications
    common
    types of groups

    popular
    group applications and activities

    Doing Facilitation
    preparing
    to facilitate

    ice breakers
    and warm up activities

    basic tips
    for successful facilitation

    staying
    centered during facilitation

    Business of Facilitation
    professionalism
    and ethics

    credentials
    starting
    a facilitation business

    Facilities Management

    introductory
    and general

    specific
    facilities (signage, computers, etc.)

    setting
    up office

    telecommuting
    (working from home)

    inventory
    management

    logistics
    and transportation

    also see:
    ergonomics
    operations
    management

    product
    development

    quality management
    safety
    in the workplace

    Financial Management (For-Profit)

    basics
    role
    of treasurer

    getting
    an accountant or bookkeeper

    buy
    accounting software

    getting
    a banker

    basic
    overview of financial management

    bookkeeping
    basics

    financial
    planning

    financial
    controls

    managing
    a budget

    managing
    cash flow

    credit
    and collections

    budget
    deviation analysis

    managing
    fixed assets

    financial
    statements

    profit
    and loss statement (income stmnt)

    balance
    sheet

    financial
    analysis

    profit
    analysis

    break-even
    analysis

    ratios
    financing
    major purchases

    cost
    cutting

    also see:
    fundraising
    (financing by for-profits)

    starting
    a for-profit business

    taxation (for-profit)

    Financial Management (Nonprofit)

    basics
    bookkeeping
    financial
    controls

    financial
    planning

    designing
    a budget

    managing
    cash flow

    credit
    and collections

    budget
    deviation analysis

    managing
    program finances

    fixed
    assets

    inventory
    financial
    statements

    cash
    flow statements

    statement
    of activities

    statement
    of financial position

    financial
    analysis (ratios, break-even, etc.)

    financial
    reporting

    annual
    reports

    assessments
    and audits

    coping
    with cutbacks

    also see:
    fundraising
    & grantwriting (nonprofits)

    starting
    a nonprofit

    taxation (nonprofit)

    Fundraising (Financing by For-Profits)

    general
    advice

    your
    money

    seller
    financing

    angels
    banks
    and finance companies

    state
    agencies

    SBA-backed
    loans

    venture
    capitalists

    also see:
    finances and
    accounting (for-profit)

    starting
    a for-profit business

    taxation (for-profit)

    Fundraising (by Nonprofits)

    fundraising
    basics

    fundraising
    and the law

    fundraising
    leadership: board, development directors

    development
    staff: hiring, evaluating and firing

    direct
    appeals

    grants:
    foundation and corporate

    special
    events

    annual
    funds

    major
    gifts and planned giving

    capital
    campaign and endowment fundraising

    fundraising
    online

    fundraising
    software

    fundraising
    planning (tying it all together)

    hiring
    fundraisers and paid solicitors

    evaluating
    your fundraising knowledge and practices

    related,
    but sometimes not necessarily related

    also see:
    finances
    and accounting (nonprofit)

    starting
    a nonprofit

    taxation (nonprofit)
    program
    development and evaluation

    General Resources

    org’s that help
    free
    trainings

    supersites
    online
    groups

    join
    peer group

    blogs
    periodicals
    reference
    materials

    job banks

    Group Performance Management

    team performance
    management

    team
    building
    leading
    teams
    team
    performance planning
    team
    performance reviews
    team
    improvement planning

    Group Skills

    see Facilitation (above)

    Growing Organizations

    understanding
    life cycles of organizations

    deciding
    whether to grow

    evaluating
    organizations (doing well now?)

    are
    you personally ready?

    typical
    challenges in growing

    general
    advice to grow organization

    getting
    professional help

    financing
    growth

    planned
    growth — business planning

    planned
    growth — organizational change

    ways
    to grow — product and market dev.

    ways
    to grow — organizational alliances

    ways
    to grow — buying a franchise

    ways
    to grow– buying a business

    you
    may need to add staff

    also see:
    starting
    an organization

    Guiding Skills

    coaching
    counseling
    delegating
    mentoring
    morale
    boosting

    motivating
    power
    and influence

    also see:
    group skills
    leadership (an
    introduction)

    basic overview
    of supervision

    Human Resource Management

    overviews
    of human resource management

    talent
    management

    getting
    the best performers

    training
    employees

    paying
    employees (and providing benefits)

    ensuring
    compliance to regulations

    ensuring
    safe work environments

    sustaining
    high-performing employees

    Innovation

    what is
    innovation?

    leading innovation

    linking to
    operations

    also see:
    marketing
    product
    development

    strategic
    planning (esp. strategizing)

    Insurance (Business)

    basics
    buying
    insurance

    reference
    materials

    also see:
    crisis
    management

    risk management

    Interpersonal Skills

    building
    trust

    conflict (interpersonal)
    diversity
    and inclusion

    etiquette
    (manners)

    handling
    difficult people

    negotiating
    office
    politics

    also see:
    communications
    (writing)

    communications
    (face-to-face)

    organizational
    communications

    Interviewing (many types)

    exit interviews
    interviewed
    by the media

    interviewing
    as research method

    interviewing
    for a job

    interviewing job
    candidates

    leadership (all about)

    how
    to understand leadership literature

    definitions
    and views of leadership

    views
    that leading is different than managing

    views
    that a difference is not good

    major
    theories

    selecting
    models and styles

    conventional
    traits and styles

    different
    domains of competencies needed in each

    understanding
    leadership competencies

    understanding
    and using competency models

    core
    competencies

    how
    to lead yourself

    how
    to lead another

    how
    to lead a group

    how
    to lead organizations

    how to
    improve leadership

    miscellaneous
    topics

    also see:
    chief
    executive role

    Leadership Development Planning

    preparation
    first
    understand term “leadership”

    what
    does leadership development look like?

    informal
    activities to learn leadership

    go
    beyond reading books

    ideas
    for activities to learn leadership

    customizing
    your training plan

    preparation
    for designing your plan

    determining
    your training goals

    determining
    learning objectives & activities

    developing
    materials you may need

    planning
    implementation your training plan

    evaluating
    your training plan and experiences

    follow-up
    after completion of plan

    also see:
    management
    development planning

    supervisoral
    development planning

    training
    basics

    Legal Information (U.S. Law)

    advertising
    and marketing laws

    basic introduction
    to legal system

    constitution
    and declaration of independence

    contracts(business)
    employee
    laws

    employee
    contracts

    ——basics
    ——“at-will”
    contracts

    ——non-compete
    agreements

    ——CEO
    contracts

    ——miscellaneous
    topics

    major
    topics and issues

    ——affirmative
    action

    ——age
    discrimination

    ——disabled
    workers

    ——discrimination
    (general)

    ——drugs
    in the workplace

    ——equal
    employment opportunity

    ——HIV/AIDS
    in the workplace

    ——preventing
    violence in workplace

    ——privacy
    rights

    ——racial
    discrimination

    ——religious
    protection

    ——safety
    in the workplace

    ——sexual
    harassment

    ——sexual
    orientation discrimination

    major
    employee laws

    ——American
    with Disabilities Act (ADA)

    ——Child
    Labor Laws

    ——Civil
    Rights Act of 1964

    ——Comp.
    Omnibus Reconcil. Act (COBRA)

    ——Immigration
    and Nationality Act (INA)

    ——Emp.
    Retirement Income Security (ERISA)

    ——Fair
    Labor Standards Act (FLSA)

    ——Family
    and Medical Leave Act (FMLA)

    ——Fed’l
    Employee Compensation Act (FECA)

    ——Health
    Ins. Portability & Acct. Act (HIPAA)

    ——Occup’l
    Safety and Health Admin. (OSHA)

    ——Unemployment
    Compensation

    ——Uniformed
    Services Emp. Rights (USERRA)

    enterprise
    law

    federal
    laws

    intellectual
    property

    lawyer
    (getting and using)

    nonprofit-specific
    laws

    reference
    materials (online libraries, etc.)

    state laws
    telecommunications
    laws

    Management (an Introduction)

    what is management
    basics definitions
    leading
    versus managing? (pros and cons)

    history
    of management in US

    current
    theories

    emerging
    trends

    what do managers
    do?

    managing
    yourself

    core skills
    major
    function — planning

    major
    function — organizing

    major function
    — leading

    major
    function — coordinating/controlling

    general advice
    (tips, etc.)

    basic guide
    to management and supervision

    also see:
    chief
    executive role

    guiding skills
    leadership (an
    introduction)

    supervision (an
    introduction)

    Management Development Planning

    preparation
    first
    understand term “management”

    what
    management development look like?

    strong
    value of self-directed learning

    informal
    activities to learn management

    go
    beyond reading books …

    activities
    to learn management

    customizing
    your training plan

    preparation
    for designing training plan

    determining
    overall goals

    determining
    learning objectives and activities

    developing
    materials you may need

    planning
    implementation of plan

    evaluating
    training and experiences

    follow-up
    after completion of plan

    also see:
    leadership
    development planning

    supervisoral
    development planning

    training
    basics

    Marketing

    basics
    planning
    positioning
    marketing
    research

    competitive
    analysis

    pricing
    sales
    forecasting

    position statement
    advertising
    and promotions

    naming and branding
    public and
    media relations

    sales
    telemarketing
    online marketing
    evaluating
    marketing efforts

    Operations Management

    Introduction
    what is operations management (OM)?
    various definitions
    what are goods and services?
    Roles in OM
    operations management specific roles
    chief operations officer
    operations manager
    What is Operating System?
    what are operations systems?
    what is a system?
    what is an operations system?
    align with strategic planning
    Planning Operations Systems
    phase 1: planning operations systems
    product/service planning
    capacity
    planning

    facilities and layout planning
    job and work design
    work flow management
    Planning Operations
    phase 2: planning operations
    production and scheduling
    plan operations
    supply chain management and inventory management
    service design
    plan inventory
    quality control

    Managing Productivity
    phase 3: managing productivity
    what is productivity?
    methods to measure productivity< br />

    Organizational Alliances (Mergers, etc.)

    collaboration
    mergers, joint ventures and
    acquisitions

    also see:
    organizational
    change

    organizational
    communications

    organizational
    performance management

    organizations
    (an introduction)

    starting
    an organization

    Organizational
    Behavior

    description
    what is organizational
    behavior?
    practices to influence
    desired behaviors
    cultivating the right
    organizational culture
    applying the right
    leadership
    understanding
    how to develop great leaders
    finding the right people
    understanding nature
    and needs of employees
    sustaining strong
    job satisfaction
    developing high-performing
    teams
    maintaining strong
    performance

    Organizational Change and Development

    understanding
    change

    broad context for org’l change
    and dev.

    types
    of change

    why
    difficult to change

    barriers
    to change

    change
    models

    roles
    during change

    most
    change efforts fail?

    choosing
    interventions

    human
    process interventions

    technostructural
    interventions

    human
    resource interventions

    strategic
    interventions

    also see:
    organizational
    alliances (mergers, etc.)

    organizational
    communications

    organizational
    performance management

    organizations
    (an introduction)

    Organizational Communications

    general
    information

    assessments
    internal
    communications

    external
    communications

    also see:
    communications
    (writing)

    communications
    (face-to-face)

    interpersonal
    skills

    Organization Development (Field of)

    what
    is organization development?
    diverse
    perspectives on the field
    history
    and theories of OD
    future
    and emerging theories of OD
    other
    fields and related competencies

    also see
    Organizational
    Change

    Organizational
    Evaluation

    what
    is organizational evaluation?
    benefits
    of organizational evaluation

    guidelines
    for successful evaluation

    design
    your evaluation plan

    critical
    role of diagnostic models
    implement
    your evaluation plan

    types
    of diagnostic models

    example
    of a diagnostic model

    types
    of issues in organizations

    types
    of recommendations to organizations
    free
    assessments for businesses

    free
    assessments for nonprofits

    Organizational Performance Mgmnt

    what
    is organizational performance management?

    general
    guidelines
    performance
    planning
    performance
    appraisal
    performance
    development planning
    process
    evaluation

    also see:
    large-scale
    interventions

    organizational alliances
    (mergers, etc.)

    organizational
    change

    organizational
    communications

    organizational
    structures

    quality (includes
    various programs)

    starting
    an organization

    Organizational Sustainability

    truly
    understanding organizational sustainability

    sustainability
    of for-profit and government org’s

    strategic
    products,
    services and programs

    personnel
    financial
    to
    develop organizational sustainability plans

    sustainability
    of nonprofit organizations

    strategic
    products,
    services and programs

    personnel
    financial
    to
    develop nonprofit org’l sustainability plans

    suggestions
    to address any current issues

    Organizational Structures and Design

    what is an organization?
    what makes each unique
    how they’re the same
    overview of life cycles
    overview of organizational culture
    forms and structures
    driving forces and paradigm
    emerging nature and structures
    guidelines for design
    wrap
    up: grasping big picture

    also see:
    organization
    development — the field

    organizational
    alliances (mergers, etc.)

    organizational
    change

    organizational
    communications

    organizational
    performance management

    organizing (many
    kinds)

    starting
    an organization

    virtual teams

    Organizing (many kinds)

    organizing
    yourself

    tasks,
    jobs or roles

    organizing
    staff

    groups
    communities
    preparing yourself
    re-organizing
    current business

    also see:
    controlling
    / coordinating activities

    leadership
    planning
    Organization
    Development — the field

    organizational
    structures

    starting
    an organization

    Performance Mgmnt (foundational)


    traditional and progressive approaches

    what’s
    “performance”?

    key terms
    performance
    planning

    performance
    appraisal

    performance
    improvement planning

    benefits
    and concerns

    measurements
    during
    rapid change

    also see:
    employee
    performance management

    group performance
    management

    organizational
    performance management

    Personal Development

    adult
    learning
    concentrating
    continuous
    learning
    creative
    thinking

    critical
    thinking

    learning
    in courses

    defining
    learning
    group learning
    how
    to study
    key
    terms in learning

    improving
    your learning
    improving
    your thinking
    learning
    styles
    memorizing
    mindfulness
    mindsets
    online
    learning
    reading
    skills
    reframing
    self-reflection
    self-assessments
    systems
    thinking

    taking
    tests

    types
    of learning
    using
    study guides

    writing
    skills

    also see:
    career development
    personal
    productivity

    personal
    wellness

    training
    basics

    Personal Productivity

    critical
    thinking

    creative thinking
    decision
    making

    organizing
    yourself

    problem
    solving

    time
    management

    also see:
    career development
    personal
    development

    personal
    wellness

    systems thinking

    Personal Wellness

    assertiveness
    attitude
    authenticity
    burnout
    cynicism
    emotional
    intelligence

    financial
    fitness

    job
    satisfaction

    motivating
    and inspiring yourself

    physical
    fitness

    self-confidence
    stress
    management

    work-life
    balance

    workaholism
    also see:
    career development
    employee
    wellness programs

    personal
    development

    personal
    productivity

    personal
    wellness

    Planning (many kinds)

    business
    planning

    guidelines & framework
    for successful planning

    management
    by objectives

    program planning
    project planning
    strategic
    planning (vision, mission, etc.)

    also see these specific types of planning:
    advertising
    and promotions planning

    disaster
    planning

    career planning
    communications
    plan (external)

    communications
    plan (internal)

    computer systems
    planning

    planning yourself
    fundraising
    planning (nonprofit)

    fundraising
    (for-profits)

    leadership
    development planning

    management
    development planning

    marketing planning
    performance
    planning (generic)

    performance
    improvement plans (generic)

    program
    planning

    research
    design planning

    staffing planning
    supervisoral
    development planning

    training
    and development planning

    also see these general topics:
    controlling
    / coordinating activities

    evaluations
    leadership
    organizing (many
    kinds)

    Policies (Personnel)

    employee
    manuals

    personnel
    policies

    records
    management

    also see:
    employee
    law

    ethics

    Product Development

    basic
    introduction

    idea
    for new product or service

    (planning
    new business around idea?)

    product
    verification and funding

    product
    development

    product
    production

    product
    distribution, ads/promos, sales & service

    also see:
    controlling
    / coordinating activities

    intellectual
    property law

    marketing
    operations
    management

    planning
    quality management

    Program Management

    what’s
    a program?

    feasibility
    study for new program

    guidelines
    for program planning and management

    program
    evaluation

    Project Management

    Foundations of Project Management
    basics
    of planning

    overviews
    of project management

    roles
    in project management

    skills
    required to leading teams and people

    Project Planning
    feasibility
    studies — project worth doing?

    project
    planning — outcomes, goals and obj’s?
    project
    governance — business level control of project

    project success criteria — how involve everyone
    Allocating Project Resources
    benefits planning — how implement most valuable
    resource
    allocation — what need to implement?
    Risk Assessment and Ethics Management
    risk
    management analysis

    ethical
    analysis of project
    Implementing Projects
    implementation
    of project plan

    communicating
    your plans and status

    we
    communicate to whom and when?
    Evaluating Projects
    earned
    value mgmt — how measure progress?
    evaluating
    projects and results — how do we

    evaluate
    implementation and project results?

    when
    projects are in trouble — what do?

    pitfalls
    and what do we do if they occur?

    General Resources and Topics
    glossaries
    of project management terms

    resources
    with many resources about project
    management
    software
    tools to do project management process

    organizations
    focused on project management

    getting
    PMP certification

    some
    related fields

    related
    library topics

    Public and Media Relations

    managing
    your public image

    protecting
    or repairing online reputation

    managing
    media relations

    additional
    information for nonprofits

    also see:
    advertising
    and promotion

    marketing
    sales

    Quality Management

    Introduction to Quality Management (QM)
    what is quality management?
    you re doing QM
    QM in organizations
    quality best managed as system
    more terms in QM
    pioneers in QM
    Approaches to Quality Management
    common approaches to
    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
    develop your QMS team
    establish
    QM
    goals
    decide organizational designs
    identify goals
    select approach to QM
    select
    QM
    software
    Developing Your QMS
    redesign organization
    begin cultivating
    QM
    culture
    delegate QMS goals to teams and employees
    train your employees about
    QM
    Managing Your QMS
    manage QMS teams and employees
    manage QMS software
    audit your QMS system
    resources
    – also see:
    controlling / coordinating activities
    evaluations
    operations
    management

    org’l
    performance mgmnt (& methods)

    planning (many kinds)
    product development

    Research Methods (Basic Business)

    planning
    research design

    brief overview
    of methods

    selecting
    which methods to use

    method:
    appreciative inquiry

    method:
    case study

    method:
    focus groups

    method:
    interviewing

    method:
    questioning

    method:
    questionnaire

    method:
    survey

    analyzing,
    interpreting and reporting results

    also see:
    business
    data analysis

    evaluations(many
    kinds)

    planning yourself
    market
    research

    Risk Management

    security
    systems

    disaster
    planning

    theft,
    fraud, forgery, etc.

    also see:
    crisis
    management

    ethics management
    insurance
    (business)

    Sales

    Foundations for Successful Sales
    what is
    sales?

    understanding
    the sales process

    understanding
    the sales cycle

    value of
    product knowledge

    useful
    skills to have in sales

    useful
    business skills for salespeople

    useful
    people skills for salespeople

    understanding
    types of clients and how to engage them

    types of
    clients

    multi-cultural
    customers and sales

    Sales Process and Sales Pipeline
    1. generating
    leads – using sales channels

    direct
    postal mail

    email
    face-to-face

    internet
    and Web

    social
    networking

    telemarketing
    (phone)

    trade
    shows

    2. qualifying
    the client — is client a prospect?

    first impressions
    and establishing rapport with leads

    understand
    the needs and wants of each lead

    getting
    to decision-makers

    3. sales interviews
    and presentations with prospects

    opening
    statements

    establishing
    rapport and trust

    really
    listening (verbal and nonverbal)

    effusive
    sales presentations

    dealing
    with objections

    4. sales proposals
    and negotiations

    proposals
    and sales letters

    negotiations
    5. closing
    the sale

    techniques
    for closing

    sales contracts
    6. account
    maintenance and management

    customer
    service

    customer
    satisfaction

    Miscellaneous Perspectives and Challenges and Pitfalls
    various
    philosophies of marketing and sales

    challenges
    and pitfalls

    Managing Yourself for Successful Sales
    staying
    motivated

    keeping
    positive attitude

    organizing
    yourself

    managing
    your time and stress

    Managing Sales Activities and Sales Force
    sales staffing
    and training

    sales forecasting
    and goals

    motivating
    sales force

    measuring
    and evaluating sales activities

    compensating
    sales force

    General Resources
    resources
    providing many resources

    glossary
    and dictionaries about sales

    free tools
    and templates

    also see:
    advertising
    and promotion

    product
    development

    marketing

    Social Entrepreneurship

    basics
    and definitions

    examples
    why
    it matters

    related
    fields

    resources
    for doing it

    connecting
    with others

    also see:
    business
    planning

    fundraising
    & grantwriting (nonprofits)

    project
    planning

    taxation (nonprofit)
    strategic
    planning (vision, mission, etc.)

    Social Networking

    what
    is social networking?

    what
    is social media?

    uses
    of social media

    how
    to get started

    build
    from scratch

    social
    networking policies

    social
    media for marketing
    categories
    of social media tools

    major
    social media tools

    what
    is success?

    how
    to measure

    how
    to monitor

    how
    to fight back

    Staffing

    work force planning
    succession
    planning

    specifying
    jobs and roles

    job and
    task analysis

    job descriptions
    competencies
    recruiting
    sourcing
    advertising
    online
    recruiting

    outsourcing
    functions and service

    consultants
    (getting and using)

    —- – sample request
    for proposal

    —- – sample contract
    volunteer programs
    (including online)

    temporary
    / contingent workers

    screening applicants
    interviewing
    candidates

    background checks
    testing
    job candidates

    selecting (hiring)
    job offers
    new
    employee
    orientation
    retaining employees
    outplacing and
    downsizing

    exit interviews
    also see:
    benefits
    and compensation

    career development
    employee
    law

    employee
    performance management

    employee
    wellness programs

    human resource
    management

    leadership
    development planning

    management
    development planning

    personnel
    polices, handbooks and records

    supervisoral
    development planning

    training
    basics

    Starting a Business

    Don’t Forget About You!
    get yourself ready
    separate map from journey
    Verify Your Business Idea
    what’s your business idea?
    is it a viable business idea?
    Get the Necessary Funding
    write your business plan
    get necessary funding

    Design Your Business
    become legal and official
    plan your staffing
    Select Location and Plan Facilities
    plan your facilities
    select the best location
    Develop Your Product or Service
    develop your product or service
    – develop your ongoing supply chain
    Plan Your Marketing and Sales
    – plan your marketing
    plan your sales
    Sell Your Product or Service
    start selling to your customers
    ensure strong customer service
    Manage and Grow Your Business
    manage your business
    grow your business

    Starting a Nonprofit

    what
    mean by “starting a nonprofit”?

    feasibility
    study — “really start nonprofit?”

    consider
    fiscal sponsorship

    need
    lawyer?

    nonprofit
    incubators

    free
    development program

    checklists
    for starting new nonprofit

    table
    of reminders

    free
    online program to build nonprofit

    also see:
    e-commerce
    (start business on Internet?)

    enterprise
    law

    organizational
    structures

    social entrepreneurship

    Supervision (an Introduction)


    what is supervision?
    be
    acquainted with broad content
    know
    how organizations structured

    know
    major functions in management

    know
    which leadership approach to use
    typical
    roles in supervision
    advocate
    boss
    coach
    facilitator
    mentor
    trainer
    core competencies
    to supervise
    staffing
    (human resource management)
    ensuring
    conformance to personnel policies
    designing
    job roles
    ensuring
    diversity and Inclusion
    deciding
    compensation and Benefits
    recruiting
    good candidates
    screening
    job candidates
    hiring
    employees
    orienting
    employees
    retaining
    employees
    rewarding
    employees

    employee performance
    management
    setting
    goals
    training
    employees
    leading
    employees
    motivating
    employees
    sharing
    feedback

    performance
    reviews
    addressing
    performance problems
    terminating
    employees
    team performance
    management
    team culture
    team
    building
    leading
    teams
    team
    performance planning
    team
    performance reviews
    team
    improvement planning

    also see:
    chief
    executive role

    guiding skills
    leadership (an
    introduction)

    management (an
    introduction)

    Supervisoral Development Planning

    preparation
    first
    understand term “supervision”

    what
    supervisory development look like?

    strong
    value of self-directed learning

    informal
    activities to learn supervision

    go
    beyond reading books

    activities
    to learn supervision

    customizing
    your training plan

    preparation
    for designing training plan

    determining
    overall goals

    determining
    learning objectives and activities

    developing
    materials you may need

    planning
    implementation of plan

    evaluating
    training and experiences

    follow-up
    after completion of plan

    also see:
    leadership
    development planning

    management
    development planning

    training
    basics

    Supply
    Chain Management (SCM)

    What is Supply Chain Management?
    you
    are in supply chain
    problems
    in SCM
    what
    is SCM?
    SCM
    best managed as system
    SCM
    in any organization
    problems
    ineffective SCM

    SCM
    for any organization
    benefits
    of high-quality SCM
    Planning Your SCM
    characteristics
    of SCM
    develop
    your SCM team
    use
    SCOR© model?
    establish
    SCM system goals
    decide
    organizational changes
    use
    push or pull drivers?
    partner
    with others to operate SCM?
    select
    best SCM software

    SCM
    software
    Developing Your SCM
    redesign
    organization
    delegate
    QMS goals
    train
    your employees SCM

    Managing Your SCM
    three
    levels managing SCM
    chain
    management in SCM
    manage
    these flows
    risk
    management
    safety
    and security
    social
    responsibility
    evaluating
    your SCM

    Sustainable Development

    introduction
    and basics

    general
    resources and organizations

    Systems Thinking

    basics

    definitions
    what’s
    a system?

    what’s
    systems theory?

    what’s
    systems thinking?

    what are
    some systems principles?

    what are
    some systems tools?

    systems
    thinking in organizations

    organizations
    as open systems

    five disciplines
    of systems thinking

    some applications
    inquiry
    and advocacy

    chaos theory
    also see:
    continuous
    learning

    learning
    organization

    person

    Taxation (For-Profit)

    educating
    yourself

    basics
    tax
    planning

    importance
    of record keeping

    do
    your own taxes or get help?

    federal
    income taxes

    employee/payroll
    taxes

    state
    and local sales taxes

    state
    tax obligations

    use
    tax

    other
    taxes

    resources
    topic
    — independent contractor or employee?

    also see:
    buying
    a business

    finances and
    accounting (for-profit)

    fundraising
    (financing by for-profits)

    starting
    a for-profit business

    Taxation (Nonprofit)

    getting
    tax-exempt status

    importance
    of record keeping

    federal,
    state, sales, payroll taxes, etc.

    preparing
    and filing Form 990s (and disclosure)

    donations
    and taxes

    unrelated
    business income taxes (UBIT)

    lobbying
    and taxes

    topic
    — independent contractor or employee?

    also see:
    finances
    and accounting (nonprofit)

    fundraising
    & grantwriting (nonprofits)

    starting
    a nonprofit

    Training and Development

    understanding
    training and development

    reasons
    and benefits

    basics
    about adult learning

    basic
    requirements of learners

    basic
    requirements of supervisors

    suggestions
    to enrich training and development

    understanding
    learning and development

    basic
    terms

    informal/formal
    & self-/other-directed

    types
    of learning (loops of learning)

    strong
    value of self-directed learning

    formal
    (not necessarily systematic) T&D

    overviews
    of formal processes

    employee
    orientation programs

    employee
    training programs

    ——corporate
    training universities

    basic
    guidelines to design training plan

    ——ideas
    for learning activities

    ——basic
    guidelines learning objectives

    systematic,
    formal approaches

    analysis
    (identifying training goals)

    designing
    methods and materials

    ——distance
    learning (methods and resources)

    ——online
    Learning

    ——training
    room design

    developing
    methods and materials

    implementing
    training

    ——selecting
    a trainer

    ——if
    you do the training

    evaluating
    training

    Human
    Performance Technology

    also see:
    employee
    performance management

    human resource
    management

    leadership
    development planning

    learning
    organization

    management
    development planning

    staffing
    supervisoral
    development planning

    Volunteer Management

    Planning Your Volunteer Program

    considerations in establishing

    online
    tutorial about volunteer management programs

    role
    of volunteer managers

    staffing
    analysis

    legal
    and risk considerations

    policies
    and procedures

    volunteer
    job/task descriptions
    Operating Your Volunteer Program
    volunteer
    recruitment

    screening
    volunteers

    selecting
    (“hiring”) volunteers

    orienting
    and training volunteers

    supervising
    volunteer
    and staff relations

    assessing
    your volunteer management practices


    Additional Resources in the Category of Organizational Development

    Related
    Library Topics

    Recommended Books