Free Management Library Includes Materials for For-Profit and Nonprofit Organizations

Free Management Library Includes Materials for For-Profit and Nonprofit Organizations

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

Sections of This Topic Include:


Goal of Integrating For-Profit and Nonprofit Information in the Library

To date, there has been a great deal of online management information that, at first glance, appears exclusive to the needs of for-profits. Online management information for nonprofits tends to be focused on activities unique to nonprofits, but not to the many areas of management that are common to both for-profits and nonprofits. Consequently, nonprofit organizations tend to miss out on a great deal of useful online information about management.

Hopefully, one of the outcomes from the library will be an increased range of management information available to nonprofit organizations. Another outcome might be increased understanding about both types of organizations, including their strong similarities.

For-Profit and Nonprofit Organizations Have Great Deal in Common

Many people have a misconception that nonprofit organizations are very different from for-profit organizations. While the two types of organizations are different in certain aspects (see General Features Often Unique to Nonprofits), the vast majority of management activities are common to both types of organizations.

Often, in management practices, the most important difference to focus on is the size of the organization, rather than whether it’s a for-profit or nonprofit. Small nonprofits are often much more similar to small for-profits than to large nonprofits. Similarly, large nonprofits are often more similar to large for-profits than small nonprofits.

Different Names for Similar Concepts

Each of these two types of organizations tends to have its own wording for the same (or similar) concepts. The following table depicts this different wording.

For-Profit Term

Nonprofit Term

employees staff
customers clients
investors funders
products services
results outcomes (see note 2 below)
chief executive officer executive director
sales revenue

NOTE 1: For-profits often use the term “results” to mean a desired level of profit or certain solutions for customers (internal or external). Nonprofits use the term “outcomes” to mean impacts on clients, that is, enhanced learning, self-reliance, etc.

Features Generally Unique to Nonprofits

Nonprofit organizations differ from for-profit generally in the following areas:

1. Nonprofits focus more on fundraising from donors, e.g., grants, contributions, etc.

For-profit organizations, on the other hand, focus more on “fundraising” from investors.

2. Nonprofits tend to focus more on board of directors’ activities

For-profit corporations also have boards of directors. However, their board members are usually more highly trained and experienced in business, leadership and management than in nonprofits, where board members are often volunteers who bring strong passion for the nonprofit mission. However, with the fairly recent Enron debacle, both for-profits and nonprofits are having to focus more on developing their boards.

3. Nonprofits focus more on volunteer management
However, volunteers are (or should be) managed much like employees, e.g., with job descriptions, policies, etc.

4. Nonprofit finances are a little different than for-profit
Nonprofits focus on “human capital” whereas for-profits focus on monetary capital. Nonprofits have certain unique accounts, e.g., restricted accounts, or accounts designating funds (usually grants) that can only be spent on certain activities. However, both types of organizations carry out very similar basic bookkeeping activities, generating financial statements (they each use different names for the statements, which are also quite similar), analyzing financial statements and reporting financial information. With the recent focus on for-profits being more accountable to the community and society, for-profits are focusing more on social impacts than ever before.

5. Nonprofit taxes are different than for-profit
Many nonprofits can be tax-exempt (that is, exempt from paying federal and certain other kinds of taxes) and tax-deductible (that is, donations to the nonprofits can be deducted from the donor’s gross income). Accordingly, they are expected to file certain kinds of tax forms. Certain types of nonprofits also must minimize certain kinds of activities, such as lobbying or earning over certain amounts of revenue that are not associated with the nonprofit mission.

Library Indicates For-Profit and/or Nonprofit at Top of Each Page

Information at the top of each topic in the library will indicate if the topic is intended for either for-profit or nonprofit organizations, but not both.

Library Designates Nonprofit-Focused Information With “Additional Information for Nonprofits” in Various Topics

Some topics will include a section dedicated specifically to nonprofit organizations. These sections will be marked with “Additional Information for Nonprofits”.

Additional Information About Comparisons of For-Profit and Nonprofit


For the Category of Organizational Development:

Frequently Asked Questions

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Frequently Asked Questions

Below, are the most frequently asked questions from users of the Library since 1995. Many answers are provided in the form of links to other sections of the Library so that you can get used to using those most useful sections and to avoid duplicating their information herein.

What is the purpose and scope of the Library? How is it unique?
What’s its “niche”?

See What Is the Free Management Library?

How can I learn to use the Library to best meet my needs?

See How To Use the Library

What if I want to copy or distribute materials from the library?
Who owns the materials?

See Copyright, Reprint

How can I add materials to the Library?

See Community Rules and How to Add Content to the Library.

Can I get Library materials provided to me on a CD-ROM or
as printed-out documents?

The materials in the Library are owned by the authors and/or publishers of those materials — the Library does not own most of the materials referenced from the Library. Thus, the Library does not have the right to copy, publish and/or distribute those materials. The Library provides those materials primarily by providing links to them. For more information, see Copyright, Reprint.

Where can I find additional sources of assistance to solve management problems or achieve goals?

There is a vast range of free resources available to you in the “General Resources” section on the right-hand sidebar. Also, see the “Related Library Topics” and “Recommended Books” referenced from the bottom of each topic’s page.

Why doesn’t the Library annotate each of the links in the Library?

An annotation is a very short (2- or 3-line) description of the highlights of a particular resource, for example, of an article. Different users often need different results from, and can have different perspectives on, the same resource. Brief annotations are often very generic and, thus, very often can’t be specific and useful enough to those having diverse needs from the same resource.

Also, we’ve found since 1995 that users very rarely ask for annotations — instead, they find it more useful to quickly click on the link to the article and then quickly scan it for themselves according to their own needs and perspectives.

Besides, the links we provide to articles are almost always on other websites — those websites often annotate the articles.

Thus, we do not annotate each article in the Library.

Why doesn’t the Library offer online discussion groups for each of its many topics?

Online discussion groups and blogs are popping up like popcorn. The vast majority of them do not achieve the high rate of participation and feedback needed to make them useful to participants. The vast
majority fizzle out and die altogether.

However, there are several online groups in regard to management that have already achieved that very high level of participation. They have 1,000s of participants and are relevant to the vast majority of topics in regard to management.

Our interests are ensuring that our users get prompt and useful feedback — they’re much more likely to get that kind of feedback from an already established online group, rather than our trying to start a bunch of new groups.

Thus, we link to the current, highly participative groups — see the link to “Online Groups” in the right-hand sidebar.

Why doesn’t the Library include users’ ratings of each article
in the Library?

Our users report to us that ratings of articles are not really useful to them. They rarely look for ratings. It’s just as easy for them to quickly scan an article to see if it meets their own unique needs at that particular time.

Why doesn’t the Library include the text of each article on the Library’s Website, rather than linking to articles?

Nowadays, the vast majority of writers of articles already have Web sites. We don’t see the need to duplicate their articles on the Library’s website. We have no interest in owning or managing other’s articles. We don’t need to.

Why isn’t the Library integrated in an online dynamic system,
such as Active Server Pages or a database-driven system?

From its inception in 1995, 1,000s of organizations began linking to many of the 100s of topics in the Library. Many schools include specific links in their course materials to specific topics in the Library. Many hardcopy, published articles have included links in their articles, as well.

Moving to a different system would result in changing (breaking) those many links and Web addresses and/or in administrating a cumbersome mapping system between the old links and the new links.

We’ve found that we can retain the very useful organization of resources (including categories, topics, subtopics, etc.) and the same link addresses without having the break the links or requiring our users to use links that are 100s of characters long.


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Diagnostics – How to “Diagnose” Yourself, Your Team or Your Organization

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Assessments: Select Library Topics from “Diagnosing” Yourself, Group or Organization?

You can use the information in this section of Library to get a quick impression, or assessment, of the quality of the activities within your organization (whether for-profit or nonprofit) or of other management activities, such as managing yourself or groups. Assessments often can be conducted by your filling out a very convenient, comprehensive online questionnaire.

Assessments can help you to identify “what you did not know that you did not know” or “what you thought was so, but isn’t so.” Assessments aren’t “fixes” or “solutions.” They represent yet another perspective for you to understand organizations, processes and yourself.

You can use the information from your assessment to identify what Library topics might be most useful to you. For example, if the results of your organizational assessment indicate that your organization needs a lot of work in its Board of Directors, then the Library topic of “Boards of Directors” will be very useful to you. Similarly, your organization might need work in strategic planning, business planning, product and programs, staffing, marketing, finances, etc.

Some people dislike the term diagnosis, believing that systems, such as organizations and human beings, cannot be diagnosed as if these systems are somehow static and can be understand merely by answering questions about them. Therefore, the term discovery might be more apt for these systems.

The following information uses the terms assessment and evaluation interchangeably — an approach that is increasingly common. (Technically, an assessment is a measurement and an evaluation associates a judgment and sometimes recommendations to that assessment.)

Sections of This Topic Include


Selecting Assessment Tools

Many of the questionnaires were placed on the Web by their authors for others to use. An assessment often reflects the philosophy and values of the author of that assessment. For example, some authors favor focus primarily on peoples’ values and beliefs, others on business policies and operations, others on both. You should consider this when you select a particular assessment.

Many assessments are in the form of quick questionnaires. Others are more comprehensive, sometimes validated (scientifically developed for accuracy, validity and reliability) tools that can include questionnaires, interviews, observation, etc.

Here are some guidelines to selecting from among publicly available assessments. The following sections suggest a variety of assessments, as well.

Below, are links to a wide variety of assessments in the form of online questionnaires. When selecting an assessment tool, first scan the various tools. Seek to find assessments that are understandable and realistic for you to use. Some tools might match the nature and needs of your organization or yourself more than others.

NOTE: You must enter any of the following Web addresses EXACTLY as it appears below.

Assessing Your For-Profit Organization

Various Organizational Assessments for For-Profits

Here are a variety of online assessments for for-profit organizations.

Here Is a Comprehensive Organizational Assessment Tool for For-Profits

The following comprehensive assessment takes about 30 minutes to complete. The tool attempts to focus on both the business systems and the people in the business. To assess your for-profit organization, go to the following Web address. The assessment tool includes directions to use the tool. The information that you provide in your assessment is not shared with anyone else.

Assessing Your Nonprofit Organization

Various Organizational Assessments for Nonprofits

Here are a variety of online assessments for nonprofit organizations.

Here Is a Comprehensive Organizational Assessment Tool for Nonprofits

The following comprehensive assessment takes about 20 minutes to complete. The tool also attempts to focus on both the organizational systems and the people in the organization. To assess your nonprofit organization, go to the following Web address. The assessment tool includes directions to use the tool. The information that you provide in your assessment is not shared with anyone else.

A Diagnostic Model to Analyze Results of Your Organizational Assessment

You might choose to address each of the areas that your assessment suggests need attention. You might not be concerned in which order you address those areas — you’ll address all of them. Also, you might not choose to analyze for the root causes of the various issues — and instead just do the best you can to address as many issues as possible by going forward. In that case, a diagnostic model isn’t necessary.

However, if you do want to do further analysis of the results of your assessment, including to understand more about root causes of the issues in the organization and in which order to address the different issues in your organization, then a diagnostic model will be handy. Here’s one model to consider for either for-profits or nonprofits.

To improve your organization, see Guidelines, Methods and Resources for Organizational Change Agents

Assessing Performance of Employees in Your Organization

This type of assessment should be done very carefully and in accordance with up-to-date personnel policies that conform to the employment laws of your state/province and/or country. The following link is to a comprehensive description of employment performance management.

Assessing Performance of Groups (Teams) in Your Organization

Similar to assessing employees, this type of assessment should be done very carefully and in accordance with up-to-date personnel policies that conform to the employment laws of your state/province and/or country. If your group is rather large, for example, over 12 members, then the dynamics of the group can be very similar to that of an overall organization, in which case organizational assessment tools might be suitable (see above). The following link is to a comprehensive description of team performance management.

Assessing Your Own Personal and Professional Development

The is a vast number and range of assessments for you to choose from, depending on your nature and needs. The following link is to a long list of tools. With personal assessments, it is even more important to select a tool that meets your own nature and needs.

Other Types of Assessments

The Library includes information about assessing a wide range of topics. The following link will give you a choice from among those topics.

Guidelines, Methods and Resources for Organizational Change Agents

If you are using the Library to improve the performance of your organization, then you might be very interested in how to use the results of organizational assessments to improve your organization. The following link is to a vast amount of guidelines and materials for that purpose.


Copyright and Reprint Terms

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Copyright and Reprint Terms

Can I Reprint Items from the Library?

When Requesting Permission, You Must Specify Each Article With Its Title and Web address — Do Not Request Permission for Entire Categories or Topics

In a public Library, you must specify each book you want — you cannot ask to borrow an entire category or shelf of books. Similarly, in the Free Management Library, you must specify each article that you want to reprint. You can do so by specifying the title of the resource and its Web address.

Before Requesting, Find Out Who the Author Is — We Cannot Grant Permission for Resources That We Did Not Write

There are many authors who have an article or more referenced from the Library. The Library cannot grant permission to reprint an article. That permission must be granted by the author of the article. For example, for resources that mention “written by Carter McNamara” or “copyright Carter McNamara” near the top, contact carter@authenticityconsulting.com. When contacting an author, be sure to specify the Title and Web Address of each article.

To find out who owns an on-line resource, follow the tips below.

  1. Try find the author’s contact information (name, e-mail address and/or postal address) in the article, Website, etc. Then contact the author.
  2. If you can’t find the author and contact information that way, then try find a link that links to contact information, for example, try find links to “contact us” and follow those links.
  3. If you can’t find contact information that way, then try backing up from the address of the article. For example, if the Web address of the item is “http://www.website.com/topics/articles/crisis_management.htm” then try:
    a) Connect to http://www.Website.com/topics/articles and see if there is contact information there.
    b) If there is no contact information there, then try http://www.Website.com/topics/ and see if there is contact information there.
    c) If there is no contact information there, then try http://www.website.com/

Can I Link From My Web Site to the Library or Any of its Topics?
Yes!

Absolutely. The Library is a community resource. If linking to it from your Web site will make it handier for you and others to use materials from the Library, then go for it!

Similarly, if you want to include description of the Library and its Web address in a publication or on your Web site, that’s fine, too.

However, if you would like to reprint materials from the Library to include in another publication, on your Web site, etc., then read the above guidelines about reprinting. Thank you.

Free Management Library may NOT be Mirrored at Other Web Sites

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This central control is needed to ensure that the Library design and all copies of materials are up-to-date, and that up-to-date reprint terms are applied to the Library and its contents. Mirroring also might be a copyright violation, depending on what you copy from the Library.


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Community Rules

Rules for inserting links and recommending books are:

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Information About The Free Management Library

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Free Management Library (sm) Developed and Provided by Authenticity Consulting, LLC

The Library remains one of the most popular business sites on the Internet — many of the Library’s topics consistently rank in the top ten results from Google searches.

Carter McNamara, of Authenticity Consulting, LLC, originated the concept of the Library, and then designed and developed the Library. The Library began in 1995 and has since continued to be updated and maintained by Authenticity.

Authenticity owns the design and process in which the Library operates. Carter wrote many of the articles in the Library topics and also the introductory comments in many of the topics, as well. Those articles are marked as “Written by Carter McNamara…”.

Authenticity does not own all of the articles in the Library — many articles are included as links to other websites containing articles written by other authors.

Authenticity’s personnel and associates have strong expertise and skills in many aspects of personnel, professional and organizational development, as evidenced in the design and operation of the Library.

Here is an interview with Carter McNamara that describes the reasons for the Library and its early development.

For more information about Authenticity Consulting, LLC ®, go to https://www.authenticityconsulting.com .

“Authenticity Consulting” is a registered trademark (registration 3898596)


Index of Topics in Free Management Library

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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.
  • Click on the topic’s link to see the articles.
  • Use your browser’s “Find” command (control-F) to find a topic.

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

Free Management Library

Books in library with an open textbook

Free Management Library

Since 1995

Whether you are looking to improve yourself, how you work with others or
how you work with groups, here are 1,000s of free, well-organized and online
resources to do that!

Or, if you are thinking about starting a new organization, or wanting to
improve how you lead and manage in your current organization, then you’ve
come to the right place.

  1. You might start by reading How
    to Use the Library
    .
  2. Then scan down the following six sections to notice the many categories
    of topics. Remember that all topics reference numerous, free online resources.
  3. You might also use some of the assessments to the right in most of the
    sections to identify which topics that you want to work on.
  4. Then pick which topics you need to master.

So where do you want to start? How to:

How to Improve Yourself

Reading

Writing

Building Blocks

Writing Process

Types and Styles

Types of Correspondence

Thinking

Learning

Decisions / Problem Solving

Planning and Organizing

Managing Yourself

Personal Wellness

Career Advancement

How to Work With Others

How to Work With Groups

How to Lead and Manage in Your Organization

Entrepreneurship

Leading Organizations

Management

Planning

Human Resources

Financial Management

Customers and Products

Sales and Marketing

Risk Management

Organizational

How to Improve Your Organization

1. Organizational Cycle:
Performance Management

2. Org’l Purpose and Goals:
Strategic Planning

3. Org’l Structures and Design:
Strategy Toward Goals

4. Org’l Behavior:
Strategy Toward Goals

5. Org’l Evaluation & Diagnosis:
Status Toward Goals

6. Org’l Change:
Adjustment Toward Goals

OD Practitioners:
Experts in Change

How to Solve Complex Problems (Internal/External Consulting)

Foundations of Internal/External Consulting

Professionalism

Various Approaches

1. Contracting and Engagement Phase

2. Discovery Phase

3. Action Planning Phase

4. Implementation and Change Phase

5. Evaluation and Learning Phase

6. Termination and Closure Phase