Category: Business Resources

Posted on

Boards of Directors Additional Online Resources

Men-working-together looking at the screen

Additional Online Resources

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

Sections of This Topic Include

General Resources Focused on Boards
of Nonprofits
General Resources Focused on Boards
of For-Profits

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 Resources Focused on Boards
of Nonprofits

National Study of Good Governance Practices in
the Nonprofit and Voluntary Sector in Canada
Jane Kendall’s “What it takes to be a good
Board member”
Minnesota Council of Nonprofits “Principles
and Practices”
Help4Nonprofits
Great Boards

General Resources Focused on Boards
of For-Profits

Founder’s
Syndrome — How Corporations Suffer — and Can Recover
Global Corporate
Governance Forum
International Corporate
Governance Network
Twenty Five Years of Corporate Governance
Cut your losses or run with them? – a dilemma
How to explain corporate governance shortcomings

›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


Posted on

Ideas to Generate Participation in Committees

Group of people sharing business idea

Ideas to Generate
Participation in Committees

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

© Copyright Carter
McNamara, MBA, PhD

Also consider
Related Library Topics

Learn More in the Library’s Blogs Related to Participation in Committees

In addition to the articles on this current page, see the following blogs which
have posts related to Organizational Design. 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.

Library’s Boards
of Directors Blog
Library’s
Nonprofit Capacity Building Blog

To Increase Attendance and/or Participation in Committees

  • Ensure committee chairs understand and can convey the role of the committee
    to members, and that the chair and members have up-to-date job descriptions.
  • Ensure adequate orientation that describes the organization and its unique
    services, and how the committee contributes to this mission.
  • Remember that the organization and its committees deserve strong attendance
    and participation. Don’t fall prey to the perspective that “we’re lucky
    just get anyone.” Set a standard for the best.
  • Have ground rules that support participation and attendance. Revisit the
    ground rules every other meeting and post them on the bottom of agendas.
  • Let go of “dead wood.” It often help to decrease the number of
    committee members rather than increase them.
  • Consider using subcommittees to increase individual responsibilities and
    focus on goals.
  • Conduct yearly committee evaluations that includes a clear evaluation process
    and where each committee member evaluates the other members, and each member
    receives a written report about their strengths and how they can improve their
    contributions.
  • Attempt to provide individual assignments to the committee members.
  • Have at least one staff member participate in each committee to help with
    administrative support and providing information.
  • Monitor quorum requirements for the entire board (as set forth usually
    in ByLaws), or the minimum number of board members who must be present for
    the board to officially enact business. This quorum, when not met, will serve
    as a clear indicator, or signal, that the board is in trouble.
  • Develop a committee attendance policy that specifies the number of times
    a member can be absent in consecutive meetings and in total meetings per time
    period.
  • Generate minutes for each committee meeting to get closure on items and
    help members comprehend the progress made by the committee.
  • In committee meeting reports, include noting who is present and who is
    absent.
  • Consider having low-attendance members involved in some other form of service
    to the organization, e.g., a “friends of the organization,” or something
    like that, who attends to special events rather than ongoing activities.
  • Have a “summit meeting” with committee members to discuss the
    low attendance problem, and use a round-table approach so each person must
    speak up with their opinions.
  • Rotate in new members every year.

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


Posted on

Strategic Alliances: Collaborations, Mergers and Acquisitions, Joint Ventures

Corporate-businessman having -handshake with- business partner

Strategic Alliances: Collaborations, Mergers and Acquisitions and Joint Ventures

One of the most powerful means to strengthen an organization’s impact and sustainability
is by engaging in a strategic alliance or combining with other organizations.
There are a variety of ways this can be structured. Organizations face pressure
from funders and investors to efficient collaborate with other organizations.
Mergers and acquisitions are a very prominent strategy, especially among large
businesses. This topic briefly explains collaborations, mergers and acquisitions
and joint ventures.

In their book, Forming Alliances: Working Together to Achieve Mutual Goals,
Hoskins and Angelica define an alliance as a relationship between partners that
is strategically formed to accomplish goals that benefit the community while
strengthening the partners. The authors depict a continuum of alliances that
continues from a very loose relationship to a complete merger.

  1. Cooperation – Shorter-term informal relationships that exist without
    any clearly defined mission, structure, or planning effort.
  2. Coordination – Longer-term, more formal relationships that rely on
    understanding of missions and focus on a specific effort or programs
  3. Collaboration – Most durable and pervasive relationships where participants
    bring separate organizations into a new structure with full commitment and
    common mission. (from Winer and Ray’s Collaboration Handbook: Creating,
    Sustaining, and Enjoying the Journey)
  4. Merger – A partnership in which two or more corporations decide to
    become one (from LaPiana’s The Nonprofit Mergers Workbook)

NOTE: LaPiana adds more detail to options for partnering and organizes them
into three categories: collaborations, strategic alliances (administrative consolidation
and joint programming, and corporate integration (management service organization,
joint ventures, parent-subsidiaries and mergers).

Bibliography

  • Collaboration Handbook: Creating, Sustaining, and Enjoying the Journey
    by Michael Winer and Karen Ray. St Paul, MN: Fieldstone Alliance, 1994.
  • Forming Alliances: Working Together to Achieve Mutual Goals
    by Linda Hoskins and Emil Angelica. St Paul, MN: Fieldstone Alliance, 2005.
  • The Nonprofit Mergers Workbook
    by David LaPiana. St Paul, MN: Fieldstone Alliance, 2000.

Sections of This Topic Include

Collaborations
Mergers and Acquisitions
Boards and Mergers and Acquisitions
Joint Ventures
Additional Information for Nonprofits

Additional Perspectives on Organizational Alliances

Also consider
Related Library Topics and Recommended Books

Learn More in the Library’s Blogs Related to Organizational Alliances

In addition to the articles on this current page, also see the following blogs
that have posts related to Organizational Alliances. 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
Consulting and Organizational Development Blog
Library’s
Strategic Planning Blog

Collaboration

Resources
Collaboration,
Knowledge Representation and Automatability
For Successful Collaboration, Think Outside the
Box
From Conflict to Collaboration
5
Reasons It Might Be Time to Find a New Business Partner
Partnerships:
Frameworks for Working Together

Mergers and Acquisitions

Basics of Mergers and Acquisitions
Mergers
and Acquisitions — Wikipedias
Merges
and Acquisitions Primer
Merger and Acquisition
5 Tips for Executing a Successful Acquisition
Litigation in Mergers and Acquisitions
The tools – Mergers and Acquisitions
Business Acquisitions and Financing
Does Takeover Activity Cause Managerial Discipline?
Evidence from International M&A Laws

Course 7: Mergers & Acquisitions (Part 1)
Course 7: Mergers & Acquisitions (Part 2)

Mergers and Acquisitions: Understanding the Essentials
of Strategy and Execution in the M&A Ecosystem: Part 1 of
4
Mergers and Acquisitions: Understanding the Essentials
of Strategy and Execution in the M&A Ecosystem: Part 2 of
4
Mergers and Acquisitions: Understanding the Essentials
of Strategy and Execution in the M&A Ecosystem: Part 3 of
4
Mergers and Acquisitions: Understanding the Essentials
of Strategy and Execution in the M&A Ecosystem: Part 4 of
4

Boards and Mergers and Acquisitions

Strategic M&A, Spin-Offs, Hostile Transactions and Private Equity
Litigation in Mergers and Acquisitions
Corporate Governance Structure and Mergers
M&A Litigation: A Potential Partial Solution to a Big Problem
Nonprofit Organization Mergers: What to Do

Joint Ventures

Joint Venture: An Overview
Joint
Ventures (Wikipedia)
Why Joint Ventures?
How to Evaluate a Joint Venture

Nonprofit Information

Nonprofit Mergers and Acquisitions: More Than
a Tool for Tough Times
Partners and Competitors in the Nonprofit Sector
Nonprofit Collaborations: 2.0
Model Guidelines for Nonprofits: Evaluating Proposed Relationships with Other Organizations

Additional Perspectives on Organizational Alliances

15 Steps for Successful Strategic Alliances (and
Marriages)
The tools – Strategic Alliances

For the Category of Organizational Alliances:

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

Posted on

Index of Topics in Free Management Library

Young lady reading a book in a library

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

Posted on

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