CEO Evaluations

Business people looking at a tablet

CEO Evaluations

© Copyright Carter
McNamara, MBA, PhD, Authenticity Consulting, LLC
.

Vast majority of content
in this topic applies to for-profits and nonprofits. This book also covers this topic.

Developing, Operating and Restoring Your Nonprofit Board - Book Cover

CEO Evaluations

Policy Name: Executive Director Evaluation
Annual Evaluation of the Executive Director | CompassPoint
Evaluation of the Chief Executive: A Briefing for Nonprofit Boards of Directors


Also consider
Related Library Topics

Learn More in the Library’s Blogs Related to This Topic

In addition to the articles on this current page, also see
the following blogs that have posts related to this topic. Scan
down the blog’s page to see various posts. Also see the section
“Recent Blog Posts” in the sidebar of the blog or click
on “next” near the bottom of a post in the blog. The
blog also links to numerous free related resources.

Library’s
Boards of Directors Blog

Library’s
Nonprofit Capacity Building Blog


 

›Return to All About Boards of Directors





 


For the Category of Boards of Directors:

To round out your knowledge of this Library topic, you may
want to review some related topics, available from the link below.
Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been
selected for their relevance and highly practical nature.

Related Library Topics

Recommended Books


Board, CEO and Employee Relations

Group of People Discussing at the Table

Board, CEO and Employee Relations

© Copyright Carter McNamara, MBA, PhD, Authenticity Consulting, LLC.

Vast majority of content in this topic applies to for-profits and nonprofits. This book also covers this topic.

Developing, Operating and Restoring Your Nonprofit Board - Book Cover

Board, CEO and Employee Relations


Also consider
Related Library Topics

Learn More in the Library’s Blogs Related to This Topic

In addition to the articles on this current page, also see the following blogs that have posts related to this topic. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog. The blog also links to numerous free related resources.


›Return to All About Boards of Directors






For the Category of Boards of Directors:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.


Disclosure and Reporting

Business man looking at a report

Disclosure and Reporting

© Copyright Carter
McNamara, MBA, PhD, Authenticity Consulting, LLC
.

Sections of This Topic Include

General
Nonprofit
Annual Report

Also consider
Related Library Topics

Learn More in the Library’s Blogs Related to This Topic

In addition to the articles on this current page, also see
the following blogs that have posts related to this topic. Scan
down the blog’s page to see various posts. Also see the section
“Recent Blog Posts” in the sidebar of the blog or click
on “next” near the bottom of a post in the blog. The
blog also links to numerous free related resources.

Library’s
Boards of Directors Blog

Library’s
Nonprofit Capacity Building Blog


General

10 Trends in Corporate Disclosure
Limits of Disclosure — The Harvard Law School Forum on Corporate Governance and Financial Regulation
What we do – Transparency in corporate reporting: Assessing the world’s largest companies
How to Get Corporate Reports
Center for Global Governance, Reporting, and Regulation | Lubin School of Business | Pace University

Nonprofit

More Oversight Ensures Accountability nonprofit
The Many Faces of Nonprofit Accountability
Public Disclosure Requirements for Nonprofits

Annual Report

An Annual Board Committee Report | CompassPoint
The Non-Profit Annual Report: The Basic Ingredients
Annual Report – What is an Annual Report – Annual Report Definition
Annual Reports general resources
Annual report – Wikipedia, the free encyclopedia
Annual Report Definition | Investopedia
Annual Report Design – How to Design and Publish Annual Reports and Proposals

›Return to All About Boards of Directors






For the Category of Boards of Directors:

To round out your knowledge of this Library topic, you may
want to review some related topics, available from the link below.
Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been
selected for their relevance and highly practical nature.

Related Library Topics

Recommended Books


Auditing and Compliance

Business person looking at a report statistics

Auditing and Compliance

© Copyright Carter
McNamara, MBA, PhD, Authenticity Consulting, LLC
.

Auditing and Compliance

DOJ
and the SEC to U.S. Business: We Expect Action on Effective Compliance Programs
| D&O Discourse

Compliance
and Ethics in Risk Management — The Harvard Law School Forum on Corporate Governance
and Financial Regulation

Protecting
Investors through Independent, High Quality Audits — The Harvard Law School
Forum on Corporate Governance and Financial Regulation

of Directors and Compliance: 4 Areas of Inquiry
Policy
Title: External Accountability

Where
were the auditors? « Corporate Governance

Non-Profit
Web Sites: Enhancing Organizational Accountability

Also consider Auditing
Committee
.


Also consider
Related Library Topics

Learn More in the Library’s Blogs Related to This Topic

In addition to the articles on this current page, also see
the following blogs that have posts related to this topic. Scan
down the blog’s page to see various posts. Also see the section
“Recent Blog Posts” in the sidebar of the blog or click
on “next” near the bottom of a post in the blog. The
blog also links to numerous free related resources.

Library’s
Boards of Directors Blog

Library’s
Nonprofit Capacity Building Blog


›Return to All About Boards of Directors






For the Category of Boards of Directors:

To round out your knowledge of this Library topic, you may
want to review some related topics, available from the link below.
Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been
selected for their relevance and highly practical nature.

Related Library Topics

Recommended Books


Improve Your Writing Skills

A Man in Gray T-shirt Writing

Improve Your Writing Skills

see

https://staging.management.org/businesswriting/index.htm


General Resources and Advice

 


For the Category of Communications:

To round out your knowledge of this Library topic, you may
want to review some related topics, available from the link below.
Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been
selected for their relevance and highly practical nature.

Related Library Topics

Recommended Books


All About Training and Development (Learning and Development)

A Man Standing in Front of White Board Presenting Graphs to Colleagues

All About Training and Development (Learning and Development)

Training and development — or “learning and development” as many
refer to it now — is one of the most important aspects of our lives and our
work. In our culture, we highly value learning. Yet, despite our having attended
many years of schooling, many of us have no idea how to design an approach to
training and development. This topic in the Library provides an extensive range
of information about training and development, including to depict how the many
aspects of training and development relate to each other. Also, this topic explains
how training and development can be used, informally or formally, to meet the
nature and needs of the learner.

Sections of This Topic Include

Introduction to Training and Development

What is Learning? Training? Development?
Reasons and Benefits Regarding T&D
How Adults Learn – Principles and Theories
Roles of Management and Learners in T&D

Different Types of T&D Designs and Activities

Different Designs
Numerous Types of Activities
Recent Movements in Organizational T&D

Preparation for Developing T&D Programs

Systematic Designs of T&D
Guidelines to Design T&D Program
Examples of Programs in the Workplace
Suggestions to Enrich the Activities of Learning
and Development

Design Your T&D Program

Assessments: What Need to Learn?
Designs: How Learn It?
Development: What Resources Needed?
Implementation: Conduct Training
Evaluation: Desired Results Achieved?

Business of T&D

Various Practitioners in T&D
Starting a Training Business

Resources for Teachers and Trainers

General Resources
Library’s Blogs Related to Training and Development

Learn More in the Library’s Blogs Related to Training and Development

In addition to the articles on this current page, also see the following blogs
that have posts related to Training and Development. Scan down the blog’s page
to see various posts. Also see the section “Recent Blog Posts” in
the sidebar of the blog or click on “next” near the bottom of a post
in the blog. The blog also links to numerous free related resources.
Library’s Career
Management Blog

Library’s Human Resources
Blog

Library’s Leadership Blog
Library’s Supervision
Blog

Library’s
Training and Development Blog


WHAT IS TRAINING AND DEVELOPMENT? WHY IS IT SO IMPORTANT?

What is Learning? Training?
Development?

It’s amazing how so many of us go through so many years of schooling, but have
such little understanding of T&D. Before reading about the many aspects
of T&D in this topic in the Library, it’s best to start with a basic understanding
of T&D is and how to best benefit from it.

Learning

Traditionally, learning is viewed as new knowledge, skills and abilities (KSA).
Knowledge is gleaned by organizing information. Typically, information evolves
to knowledge by the learner’s gaining context, perspective and scope about the
information. Skills are applying knowledge in an effective and efficient manner
to get something done. One notices skills in an employee by their behaviors.
Abilities result from applying the skills to the extent that the applications
become natural or intuitive to do. Some professionals view learning as enhancing
one’s capacity to perform.

It’s important to note that learning is more than collecting information —
more than collecting unreferenced books on a shelf. Ideally, the skills are
applied to the most appropriate tasks and practices in the organization, thereby
producing performance — results needed by the organization. Here’s another perspective.

Training

This term is often interpreted as the activity when an expert and learner work
together to effectively transfer useful information from the expert to the learner
(to enhance a learner’s knowledge, skills and abilities) so the learner can
better perform a current task or job. A trainer might use a variety of methods
to enhance a learner’s learning, including other- or self-directed, and formal
or informal. Here’s another perspective.

Development

This term is often viewed as a broad, ongoing multi-faceted set of activities
(training activities among them) to bring someone or an organization up to another
threshold of performance. This development often includes a wide variety of
methods, e.g., orienting about a role, training in a wide variety of areas,
ongoing training on the job, coaching, mentoring and forms of self-development.
Some view development as a life-long goal and experience. Here’s another
perspective
.

Here are more definitions of terms in T&D.
Employment
Training and Development: Reasons and Benefits

Reasons and Benefits Regarding T&D

We often think that the biggest benefit of learning is that we get a diploma
or credential. As we get wiser, we realize there are so many more benefits than
that. Knowing the benefits will help motivate you to design your own training
plans and programs, and to motivate others to participate as well. Perhaps one
of the biggest benefits is the appreciation that you can be learning all the
time, even if you are not in a formal training program.
Employment
Training and Development: Reasons and Benefits

How Adults Learn – Principles and Theories

Principles of Adult Learning

If you will be doing training and development with yourself (and almost every
adult will be at some time in their lives) or with others, you should know the
differences between training children and teens versus training adults. Adults
have very different natures and needs in training.
Principles
of — and Myths About — Adult Learning

Theories of Learning

When designing trainings, it helps to consider the influences that might be
causing the learning to occur. That’s where theories of learning can be useful.
A theory is a set of highly integrated ideas meant to explain how something
works. Thus, a theory of learning is meant to explain how a person or group
attains new knowledge, skills and abilities.
Overview
of Learning Theories

Theories
of Learning and Development
Learning
Theories
Five
Educational Learning Theories
Six
Learning Theories for Mobile Learning

Learning Styles

Research suggests that each person has a style of learning that best suits
their nature. Educators and parents are encouraged to learn the style of their
students and children and to adapt their educational activities to the nature
of the learner.
Overview
of Learning Styles
Your
Guide to Understanding and Adapting To Different Learning Styles
The
Learning Styles Controversy – Arguments For and Against

Roles of Managers and Learners in T&D

A person or group will not learn unless they want to learn, regardless of how
well the training was planned and how well the trainers do their jobs.
Role
of Learners in Training and Development

Although the learning is primarily up to the learners to accomplish, the role
of management is critical in the support and continuation of learning. That
includes executives, managers and supervisors.
Role
of Management in Learning and Development

In larger organizations with sufficient resources to operate a carefully designed
and managed T&D program, it is useful to have a Chief Learning Officer.
Role
of Chief Learning Officers


Different
Types of T&D Designs and Activities

Different Types of Design

There are different, major forms of designs of training and development activities.
We’re most familiar with formal and other-directed forms of learning and development
that include the strong attention to the systematic structure and evaluation
of the learning and development, especially as used in schooling. That is somewhat
ironic because the most common forms are informal and self-directed — they
occur without strong attention to a systematic design and evaluation and without
many experts guiding us through those experiences.
Ways to Look at Training
and Development Processes: Informal/Formal and Self-Directed/Other-Directed

Numerous Types of Activities

There are many approaches to learning and development and many types of activities
that can be undertaken to learn. An awareness of these other types will broaden
your possibilities for intentional learning and for designing training for yourself
and others.
Numerous Ideas
for Learning Activities

Recent Movements in Organizational
Training and Development

The field (or many would argue, the profession) of training and development
has undergone dramatic improvements, especially with the inclusion of computer-
and Web-based technologies. We’re also expanding the concept of learning beyond
the learning of individuals — we’re thinking that groups and organizations
can learn, too. (Although the topics of the learning organization and knowledge
management are fairly recent and still popular, many people would disagree that
they’re actually learning and development programs — those people might assert
that they’re actually forms of organizational performance management. However,
the two topics still seem to be so broad and changing, that they’re referred
to here as movements.)
Learning Organization
Knowledge Management





PREPARATION FOR DEVELOPING T&D PROGRAMS

Systematic Designs of T&D

Instructional system design (ISD) is the activities to ensure that the design
of training is very successful in achieving the goals of the training. One of
the most common ISD models is ADDIE, which is an acronym for assessment, design,
development, implementation and evaluation — you can discern from the acronym
that ADDIES is a systematic design of training.
Formal
Training Processes — Instructional Systems Design (ISD) and ADDIE

Guidelines to Design T&D Programs

Formal approaches to learning and development often have the highest likelihood
of transfer of training. A formal approach to learning and development usually
follows a systematic and consistent framework. Systematic means that the framework
is designed to guide learners to achieve an overall set of goals — goals to
address a need or situation, then associates objectives and activities to achieve
those overall goals, and evaluates the activities and results to be sure the
goals were achieved.
Guidelines to Design T&D Programs

Examples of T&D Programs in the Workplace

Before this Library topic goes on to explaining how to design and develop training
programs, it’s useful to get a quick impression of various types of training
programs. A training program is an intentionally designed,
(hopefully) highly integrated set of activities that are aligned to accomplish
a certain set of results among learners. Many of us might not be used to thinking
of the following as programs in the workplace, but they are.
Overviews
of Various Formal Training Processes

Orienting
New Employees (New Hires, On-Boarding)

Corporate
Universities

It might help to broaden your understanding of how learning and development
is applied in life and organizations by considering various forms of development.
Development is often referred to as the activities to raise the performance
of a person, team, process or organization to another level. Development include
a wide variety of forms of learning and development. The following links are
to a wide variety of forms of development in people and organizations.
Board Development

Leadership
Development

Management
Development

Supervisoral
Development

Team Development
Personal
Development

Sales Training
Training
Solutions for the “Dumbest Management Concepts of All Time”

Suggestions to Enrich the Activities
of Learning and Development

Now we’ll tie the many guidelines together into a set of suggestions that will
be useful, especially when undergoing or designing training programs for yourself
and others. The second link is to a guide you could consider when designing
a training program.
Suggestions to Enrich
Learning Any Training and Development Plans


DEVELOP YOUR T&D PROGRAM

Phase 1 — Assessment: What Do You Need to
Learn?

What overall results or outcomes should be accomplished by learners? Those
outcomes usually are identified from the results of assessments, or measurements,
of what a person or workplace needs to accomplish in order to achieve some desired
level of performance. An outcome might be the ability to perform a complex job.
Training
Needs Assessment and Analysis: Identifying Training Goals
Preparation
for Conducting Needs Assessment

Overall
Purpose of Training Assessment and Analysis

One
Approach — Four Steps to Conducting a Needs Assessment

Another
Approach to Needs Assessment to Determine Your Overall Training Goals

More
Resources for Training Needs Assessment and Analysis

Also see
Basic
Business Research Methods
Strategic
Action Plans and Alignment

Phase 2 — Design: How Do You Want to Learn
It?

What learning objectives must be accomplished by learners in order to achieve
the overall outcomes, and what activities must be undertaken by trainers and
learners to accomplish those objectives? The integration of the overall outcomes,
objectives and activities and also how they will be evaluated comprise the design
of the learning and development program. Learning objectives often are described
in terms of new learning — new knowledge, skills and competencies.
Designing
Training Plans and Learning Objectives
Preparation
for Designing Your Training Plan

Design
Your Learning Objectives

Analyze
Your Learning Objectives for Relevance, Alignment, Sequence and Testability

Designing
Training Rooms (Classrooms)

Additional
Information About Designing Training

Various
Ideas for Ways to Learn (including distance and online learning)

Also see
Use
of Technology in Training: Pros and Cons
Beginners Guide to Massive
Open Online Courses (MOOCs)

Learning
Management Systems

How to Design Transfer of Training —
Training That Sticks

One of the biggest concerns of trainers — and those paying for training —
is whether the learners will indeed understand and apply the new information
and materials from the learning and development activities, that is, whether
the new information and materials will transfer to the learners. The following
link is to many resources with guidelines to increase the likelihood of transfer
of training.
How
to Ensure Transfer of Training — How to Reinforce Learning

Phase 3 — Development: What Resources Do
You Need?

Now it’s important to get even more clear on what resources must be obtained
and developed in order to undertake the activities to achieve the objectives.
Resource might include certain expertise, facilities and technologies. Development
might include several trainers and learners reviewing the design of the training
to ensure it meets their nature and needs.
Developing
Training Activities and Materials
Preparation
for Developing Your Training Activities and Materials

Key
Considerations to Develop Your Training Activities and Materials

Critical
Consideration — Selecting a Trainer

Many
Possible Types of Training Activities

Additional
Resources to Develop Your Training Activities and Materials

Phase 4 — Implementation: Conduct the Training

Now you’re ready to have trainers and learners participate in the program,
to undertake the activities and evaluations of learning. Implementation often
results in refining the original design of the training program.
Implementing
Training: Conducting the Training with Learners
Preparation
for Implementing Your Training Plan

Key
Considerations During Implementation

Wise
Advice for Any Trainer

Additional
Resources to Guide Implementation of Your Training Plan

Also see
All About
Group and Team Facilitation
How to Know When to Facilitate, Train or Coach
How
to Improve Your Communications Skills

Tips and
Tools for Trainers and Teachers
How
to Do Public Speaking and Presentations

Phase 5 — Evaluation: Accomplish Desired
Learning?

As trainers and learners participate in the program, evaluation should occur
of the quality of the activities and the extent of achievement of the objectives.
After the program, evaluation should occur to assess the extent of achievement
of the overall goals of the program. Evaluation might focus on short-term, intermediate
and long-term outcomes.
Evaluating
Training and Results (ROI of Training)
Preparation
for Evaluating Training Activities and Results

Perspective
on Evaluating Training

Suggestions
for Evaluating Training

One
Approach to Calculate Return on Investment (ROI) of Training

Additional
Resources to Guide Evaluation of Your Training

Also see
Evaluation
Activities in Organizations





BUSINESS OF T&D

Various Types of Practitioners in Learning and Development

The following links are to numerous types of positions that often have official
responsibility for various forms of learning and development.
Chief
Learning Officers

Coaches

Facilitators
Human
Performance Technologists

Human Resource
Specialists

Overview
of the Field of Organization Development

Popular
Education for Learning and Development and Social Change

Performance
Consultants

Trainers (Corporate
Trainers) (includes guidelines about training)

Do You Need An Instructional Design Degree?
The
Best Performance Enhancer�

Starting a Training Business

This topic assumes that you already have some expertise in
training and are thinking about starting a business to be a professional
trainer. The guidelines in this topic are focused on helping you
to start a new organization, expand a current organization, or
start a new service. If you do not yet have expertise in training,
you should review much of the contents of the topic Training and Development, and then certainly
practice training in a variety of venues, including with evaluation
from other trainers and participants in your trainings.
How to Start a Training Business

General Resources

Online Resources for Training and Development
Online Educational Directories
Free Training
Programs






For the Category of Training and Development:

To round out your knowledge of this Library topic, you may
want to review some related topics, available from the link below.
Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been
selected for their relevance and highly practical nature.

Related Library Topics

Recommended Books


All About Training and Development (Learning and Development)

People Laughing Looking at a Laptop

All About Training and Development (Learning and Development)

Training and development — or “learning and development” as many refer to it now — is one of the most important aspects of our lives and our work. In our culture, we highly value learning. Yet, despite our having attended many years of schooling, many of us have no idea how to design an approach to training and development. This topic in the Library provides an extensive range of information about training and development, including to depict how the many aspects of training and development relate to each other. Also, this topic explains how training and development can be used, informally or formally, to meet the nature and needs of the learner.

Sections of This Topic Include

Introduction to Training and Development

Different Types of T&D Designs and Activities

Preparation for Developing T&D Programs

Design Your T&D Program

Business of T&D

Resources for Teachers and Trainers

Learn More in the Library’s Blogs Related to Training and Development

In addition to the articles on this current page, also see the following blogs that have posts related to Training Services and Development. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog. The blog also links to numerous free related resources.


WHAT IS TRAINING AND DEVELOPMENT? WHY IS IT SO IMPORTANT?

What is Learning? Training? Development?

It’s amazing how so many of us go through so many years of schooling, but have such little understanding of T&D. Before reading about the many aspects of T&D in this topic in the Library, it’s best to start with a basic understanding of T&D is and how to best benefit from it.

Learning

Traditionally, learning is viewed as new knowledge, skills and abilities (KSA). Knowledge is gleaned by organizing information. Typically, information evolves to knowledge by the learner’s gaining context, perspective and scope about the information. Skills are applying knowledge in an effective and efficient manner to get something done. One notices skills in an employee by their behaviors. Abilities result from applying the skills to the extent that the applications become natural or intuitive to do. Some professionals view learning as enhancing one’s capacity to perform.

It’s important to note that learning is more than collecting information — more than collecting unreferenced books on a shelf. Ideally, the skills are applied to the most appropriate tasks and practices in the organization, thereby producing performance — results needed by the organization. Here’s another perspective.

Training

This term is often interpreted as the activity when an expert and learner work together to effectively transfer useful information from the expert to the learner (to enhance a learner’s knowledge, skills and abilities) so the learner can better perform a current task or job. A trainer might use a variety of methods to enhance a learner’s learning, including other- or self-directed, and formal or informal. Here’s another perspective.

Development

This term is often viewed as a broad, ongoing multi-faceted set of activities (training activities among them) to bring someone or an organization up to another threshold of performance. This development often includes a wide variety of methods, e.g., orienting about a role, training in a wide variety of areas,
ongoing training on the job, coaching, mentoring and forms of self-development. Some view development as a life-long goal and experience. Here’s another perspective.

Here are more definitions of terms in T&D.
Employment Training and Development: Reasons and Benefits

Reasons and Benefits Regarding T&D

We often think that the biggest benefit of learning is that we get a diploma or credential. As we get wiser, we realize there are so many more benefits than that. Knowing the benefits will help motivate you to design your own training plans and programs, and to motivate others to participate as well. Perhaps one of the biggest benefits is the appreciation that you can be learning all the time, even if you are not in a formal training program.
Employment Training and Development: Reasons and Benefits

How Adults Learn – Principles and Theories

Principles of Adult Learning

If you will be doing training and development with yourself (and almost every adult will be at some time in their lives) or with others, you should know the differences between training children and teens versus training adults. Adults have very different natures and needs in training.
Principles of — and Myths About — Adult Learning

Theories of Learning

When designing trainings, it helps to consider the influences that might be causing the learning to occur. That’s where theories of learning can be useful. A theory is a set of highly integrated ideas meant to explain how something works. Thus, a theory of learning is meant to explain how a person or group attains new knowledge, skills and abilities.

Learning Styles

Research suggests that each person has a style of learning that best suits their nature. Educators and parents are encouraged to learn the style of their students and children and to adapt their educational activities to the nature of the learner.

Roles of Managers and Learners in T&D

A person or group will not learn unless they want to learn, regardless of how well the training was planned and how well the trainers do their jobs.
Role of Learners in Training and Development

Although the learning is primarily up to the learners to accomplish, the role of management is critical in the support and continuation of learning. That includes executives, managers and supervisors.
Role of Management in Learning and Development

In larger organizations with sufficient resources to operate a carefully designed and managed T&D program, it is useful to have a Chief Learning Officer.
Role of Chief Learning Officers


Different Types of T&D Designs and Activities

Different Types of Designs

There are different, major forms of designs of training and development activities. We’re most familiar with formal and other-directed forms of learning and development that include the strong attention to the systematic structure and evaluation of the learning and development, especially as used in schooling. That is somewhat ironic because the most common forms are informal and self-directed — they occur without strong attention to a systematic design and evaluation and without many experts guiding us through those experiences.
Ways to Look at Training and Development Processes: Informal/Formal and Self-Directed/Other-Directed

Numerous Types of Activities

There are many approaches to learning and development and many types of activities that can be undertaken to learn. An awareness of these other types will broaden your possibilities for intentional learning and for designing training for yourself and others.
Numerous Ideas for Learning Activities

Recent Movements in Organizational T&D

The field (or many would argue, the profession) of training and development has undergone dramatic improvements, especially with the inclusion of computer-and Web-based technologies. We’re also expanding the concept of learning beyond the learning of individuals — we’re thinking that groups and organizations can learn, too.

(Although the topics of the learning organization and knowledge management are fairly recent and still popular, many people would disagree that they’re actually learning and development programs — those people might assert that they’re actually forms of organizational performance management. However, the two topics still seem to be so broad and changing, that they’re referred to here as movements.)





PREPARATION FOR DEVELOPING T&D PROGRAMS

Systematic Designs of T&D

Instructional system design (ISD) is the activities to ensure that the design of training is very successful in achieving the goals of the training. One of the most common ISD models is ADDIE, which is an acronym for assessment, design, development, implementation and evaluation — you can discern from the acronym that ADDIES is a systematic design of training.
Formal Training Processes — Instructional Systems Design (ISD) and ADDIE

Guidelines to Design T&D Programs

Formal approaches to learning and development often have the highest likelihood of transfer of training. A formal approach to learning and development usually follows a systematic and consistent framework. Systematic means that the framework is designed to guide learners to achieve an overall set of goals — goals to address a need or situation, then associates objectives and activities to achieve those overall goals, and evaluates the activities and results to be sure the goals were achieved.
Guidelines to Design T&D Programs

Examples of T&D Programs in the Workplace

Before this Library topic goes on to explaining how to design and develop training programs, it’s useful to get a quick impression of various types of training programs. A training program is an intentionally designed, (hopefully) highly integrated set of activities that are aligned to accomplish a certain set of results among learners. Many of us might not be used to thinking of the following as programs in the workplace, but they are.

It might help to broaden your understanding of how learning and development is applied in life and organizations by considering various forms of development. Development is often referred to as the activities to raise the performance of a person, team, process or organization to another level. Development include a wide variety of forms of learning and development. The following links are to a wide variety of forms of development in people and organizations.

Suggestions to Enrich T&D Activities

Now we’ll tie the many guidelines together into a set of suggestions that will be useful, especially when undergoing or designing training programs for yourself and others. The second link is to a guide you could consider when designing a training program.
Suggestions to Enrich Learning Any Training and Development Plans


DEVELOP YOUR T&D PROGRAM

Phase 1 — Assessment: What Do You Need to Learn?

What overall results or outcomes should be accomplished by learners? Those outcomes usually are identified from the results of assessments, or measurements, of what a person or workplace needs to accomplish in order to achieve some desired level of performance. An outcome might be the ability to perform a complex job.

Also see

Phase 2 — Design: How Do You Want to Learn It?

Phase 2 — Design: How Do You Want to Learn It?

What learning objectives must be accomplished by learners in order to achieve the overall outcomes, and what activities must be undertaken by trainers and learners to accomplish those objectives? The integration of the overall outcomes, objectives and activities and also how they will be evaluated comprise the design of the learning and development program. Learning objectives often are described in terms of new learning — new knowledge, skills and competencies.

Also see

How to Design Transfer of Training — Training That Sticks

One of the biggest concerns of trainers — and those paying for training — is whether the learners will indeed understand and apply the new information and materials from the learning and development activities, that is, whether the new information and materials will transfer to the learners. The following link is to many resources with guidelines to increase the likelihood of transfer of training.
How to Ensure Transfer of Training — How to Reinforce Learning

Phase 3 — Development: What Resources Do You Need?

Now it’s important to get even more clear on what resources must be obtained and developed in order to undertake the activities to achieve the objectives. Resource might include certain expertise, facilities and technologies. Development might include several trainers and learners reviewing the design of the training to ensure it meets their nature and needs.

Phase 4 — Implementation: Conduct the Training

Now you’re ready to have trainers and learners participate in the program, to undertake the activities and evaluations of learning. Implementation often results in refining the original design of the training program.

Also see

Phase 5 — Evaluation: Were Desired Results Achieved?

As trainers and learners participate in the program, evaluation should occur of the quality of the activities and the extent of achievement of the objectives. After the program, evaluation should occur to assess the extent of achievement of the overall goals of the program. Evaluation might focus on short-term, intermediate and long-term outcomes.

Also see
Evaluation Activities in Organizations





BUSINESS OF T&D

Various Types of Practitioners in Learning and Development

The following links are to numerous types of positions that often have official
responsibility for various forms of learning and development.

Starting a Training Business

This topic assumes that you already have some expertise in training and are thinking about starting a business to be a professional trainer. The guidelines in this topic are focused on helping you to start a new organization, expand a current organization, or start a new service. If you do not yet have expertise in training, you should review much of the contents of the topic Training and Development, and then certainly practice training in a variety of venues, including with evaluation from other trainers and participants in your trainings.
How to Start a Training Business

General Resources and Various Perspectives

General Resources

Various Perspectives






For the Category of Training and Development:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.

Orienting New Employees (New Hires, On-Boarding)

Cheerful women discussing

Orienting New Employees (New Hires, On-Boarding)

© Copyright Carter McNamara, MBA, PhD, Authenticity Consulting, LLC.

Sections of This Topic Include

Also consider
Related Library Topics

Learn More in the Library’s Blogs Related to Employee Orientation and Onboarding

In addition to the articles on this current page, also see the following blogs that have posts related to Employee Orientation and On-Boarding. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog. The blog also links to numerous free related resources.


What is Orientation? What is On-Boarding?

Planning an orientation to employees should be as carefully done as planning a systematic approach to training. For example, there should be overall goals that you want to accomplish with the orientation. There should be carefully chosen activities and materials used in the orientation to achieve the goals. Participants should produce certain tangible results that can be referenced to evaluate the orientation both during and after the orientation.

A progressive view of orientation is that of “on-boarding.” On-boarding works from the perspective that the organization must do all it can to fully equip the employee for maximum performance for the organization — and for maximum fulfillment of the employee. Some organizations have on-boarding programs that last up to a year, where the employee experiences a several-day orientation program, which includes, not only the orientation to the facilities and personnel, but also various self-assessments for the employee to get clear on what he or she wants from employment in the organization. The employee might be placed in a peer group of fellow, new employees who share advice and other feedback to learn more about the company and other roles in the organization.

Basic Checklist to Orient Employees

While the approach to on-boarding is usually quite unique to the nature and needs of an organization, here’s a checklist that can be used to orient an employee to an organization. The following activities should be conducted by the employee’s supervisor. The checklist is relevant to the activities that should occur after the employee has received a job offer.

Before the Employee Begins Employment, Send a Welcome Letter

Verify the exact starting date and also provide a copy of the employee policies and procedures manual. Note that you’ll dedicate time for them to review the manual later. Do not specify the terms of salary and compensation — that should have been included in the job offer.

Provide a Job Description and Any Suggested Performance Goals

All employees deserve explanation of what is expected from them. A job description, which explains duties and responsibilities, often is not enough. Therefore, suggest some additional areas of focus, ideally in the context of performance goals for the employee to address especially during the first year of employment. Make it clear that you will discuss these with the employee soon.

When the Employee Begins Employment, Meet With Them Right Away

Explain how they will be trained, introduce them to staff, give them keys, get them to sign any needed benefit and tax forms, explain the time-recording system (if applicable), and provide them copies of important documents (an organization chart, last year’s final report, the strategic plan, this year’s budget, and the employee’s policies and procedure manual if they did not get one already.

Show Them the Facilities

Show them the layout of offices, bathrooms, storage areas, kitchen use, copy and fax systems, computer configuration and procedures, telephone usage and any special billing procedures for use of office systems. Review any Policies and/or procedures about use of facilities.

Schedule Any Needed Computer Training

Include training about the most frequently used software applications. Be sure the employees learn any security procedures for computer information, including careful use of passwords, overview of location of manuals and other useful documentation, location and use of computer networks and other peripherals, and where to go to get questions answered.

Assign a Staff Member As Their “Buddy”

This is extremely important. Identify another employee, other than you (the supervisor), that the employee might quickly establish rapport with, to pose any questions that the employee is not comfortable posing to the supervisor. The buddy can invite the new employee to various social functions undertaken by other employees.

Take Them to Lunch on the First Day

Use this opportunity to be with them in other than a work setting. Don’t talk about work. Ask them about their family and share some information about yourself.

Meet With Them at the End of the Day

Take just a few minutes to ask if they have any questions or any needs they’d like to talk about. Remind them that you or their buddy is there if they have any questions or needs.

Meet Again With the New Employee During the First Few Days

Review the job description again. Remind them to review the employee manual and sign a form indicating they have reviewed the manual and will comply with its contents. Review any specific performance goals for the position. In the same meeting, explain the performance review procedure and provide them a copy of the performance review document.

Have One-On-One Meetings On a Weekly Basis for the First Six Weeks

One of the biggest mistakes of new supervisors is to meet with direct reports only when there are problems. That sends the message “I’m only here if you have a problem, and you better not have any problems.” Instead, meet to discuss the new employee’s transition into the organization, get status on
work activities, hear any pending issues or needs, and establish a working relationship with the new employee.

Additional Perspectives on Employee Orientation

Learn More in the Library’s Blogs Related to this Topic

In addition to the articles on this current page, also see the following blogs that have posts related to this topic. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog. The blog also links to numerous free related resources.

Go to main Training and Development page.


For the Category of Training and Development:

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.


Improve Your Reading Skills

Lady reading a book while holding a cup

Improve Your Thinking Skills

see

https://staging.management.org/personaldevelopment/thinking/index.htm


General Resources and Advice

 


For the Category of Communications:

To round out your knowledge of this Library topic, you may
want to review some related topics, available from the link below.
Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been
selected for their relevance and highly practical nature.

Related Library Topics

Recommended Books


Tax Information for Nonprofits

Legal tax documents arranged orderly

Tax Information for Nonprofits

(including getting tax-exempt status)

Assembled by Carter McNamara, MBA, PhD

Applies to nonprofits unless otherwise noted.

Sections of This Topic Include

Also consider
Related Library Topics

Learn More in the Library’s Blog Related to Taxation and Nonprofits

In addition to the articles on this current page, also see the following blogs that have posts related to Taxation and Nonprofits. Scan down the blog’s page to see various posts. Also see the section “Recent Blog Posts” in the sidebar of the blog or click on “next” near the bottom of a post in the blog. The blog also links to numerous free related resources.

Library’s Nonprofit Capacity Building Blog
Library’s Social Enterprise Blog


Do I Need Help to Get Started (with taxes, payroll, etc.)?

(If you’re just getting started with your new nonprofit, then see the section Starting a Nonprofit.)

You Can Do Much of the Work Yourself — But Get Tax Advice and Guidance

You should strongly consider getting some help with your taxes. You can do much of the work yourself, but you should have some basic guidance and advice from a tax advisor who understands nonprofit matters. For example, it’s very important how you characterize your plans when filing for incorporation with your state or for tax-exemption with the IRS. In addition, there are various reports and filings you likely have to submit. When you’re tax-exempt, you’re likely to also be exempt from a variety of other taxes, including state, property and sales taxes. A nonprofit-knowledgeable
tax advisor can help you a great deal. Ask other nonprofits for references to good tax advisors. Ask a local funder. Call the accounting aid association. Note that, in Canada, you can get tax-exempt status at the provincial or federal level.

The following links might also help you. See:

Using a Payroll Service

As a new nonprofit, you should strongly consider using a payroll service. This type of service can work with your tax advisor (or provide tax advice, as well) to ensure regular and accurate withholdings for various types of taxes. The service can also produce the reports needed to file your yearly taxes. You might get a recommendation for a service by calling your local association of certified public accountants or several nonprofits that are similar in nature to yours.

Importance of Good Record Keeping

Good tax management starts with good record keeping, especially financial records. You should have a basic sense about Financial Statements

Getting Tax Exempt Status

You do not have to get tax-exempt status. However, you should seriously consider this because it allows you to avoid paying federal taxes on your income (within certain limits and types of income). It also helps you to raise money more easily.

NOTE: Obtaining tax-exemption if often one of the steps visited when formally starting up your nonprofit. See Starting a Nonprofit.

NOTE: Most states also allow tax-exempt nonprofits to also be exempt from some types of income, sales and property taxes. To find out which taxes you might be exempt from, contact your Attorney’s General office in your state.

Here are two affordable attorney’s services:

Basics of Getting Tax-Exemption

Look at the IRS Applying for Tax Exempt Status

Then review Nonprofit Basics

IRS Form to File for Exemption

You might review the list of types of tax-exempt organizations to note (most of) the IRS’s wide variety of organizations and classifications of tax-exempt nonprofits.

Nonprofit organizations file for tax-exemption by using IRS Publication 557, Tax-Exempt Status for Your Organization.

Where to Get More Forms

Any needed federal forms can be downloaded from the Tax Information for Charities & Other Non-Profits.

Sample 501(c)(3) Application

There are a variety of tax-exempt classifications. The 501(c)(3) is one of the most well known, and is for “charitable organization”. Note that this classification does not necessarily mean that the nonprofit is also charitable and/or tax-deductible.
Form 1023 Help

Federal, State, Sales, Payroll Taxes, etc.

Tax-exempt organizations usually do not have to pay federal taxes on income. In addition, many states provide exemptions to income taxes, property taxes, sales taxes, etc. It would be extremely difficult to track and report any standard guidelines about these various types of taxes across the states. The best way to find out what taxes you have to pay is to contact your Secretary of State’s office.

Using a Payroll Service

(As noted above, if you are a new business, you should strongly consider using a payroll service.)

Also see: Online Payroll Taxes — Where to Get Help

Preparing and Filing Form 990s

The nonprofit tax form that is filed to the IRS is the Form 990.
How to Read the IRS Form 990 & Find Out What it Means
Quality 990 Site (has many resources)
Completing the 990 online

Revision of Form 990

Public Disclosure of Form 990s

Donations and Taxes

Also consider

Registration of Fundraising Activities

Unrelated Business Income Taxes (UBIT)

The IRS limits the amount the revenue a nonprofit can make that is not directly associated with the mission of the nonprofit. This is in order to prevent nonprofits from unfairly competing with for-profit organizations.
Nonprofits Can Generate an Earned Income

The publication, Venture Forth!: The Essential Guide to Starting a Moneymaking Business in Your Nonprofit Organization, includes step-by-step guidelines to plan an earned-income venture for nonprofits, including the necessary financial analyses and forms, and guidelines about addressing UBIT.

Lobbying and Taxes

There are certain limitations on lobbying by all types of tax-exempt organizations, for example, 501(c)(3), 501(c)(4), etc.

Basics

Miscellaneous Topics

General Resources

To Audit Your Taxation (and Legal) Practices

Legal Indicators.

Be Careful: When Hiring, Need Independent Contractor or Employee?

The IRS seems increasingly skeptical about business use of independent contractors. The IRS is concerned, for example, that businesses might be avoiding employment taxes by using independent contractors instead. Therefore, businesses must be careful when determining if they should hire a contractor or an employee. The following link will help you in this regard.

Consultants (hiring)


General Resources

IRS Service Center (dedicated to exempt organizations) — Call 877-829-5500


For the Category of Taxation (Nonprofit):

To round out your knowledge of this Library topic, you may want to review some related topics, available from the link below. Each of the related topics includes free, online resources.

Also, scan the Recommended Books listed below. They have been selected for their relevance and highly practical nature.

Related Library Topics

Recommended Books