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
- what is Action Learning?
- - - remember - - Action Learning is a framework within
- - - which there can be variations
- - - brief descriptions of the process
- - - overviews of process and program components
- some theories underlying Action Learning
- some models of Action Learning
- numerous examples of applications of Action Learning
Action Learning Components & Programs
- components
- - - problem
- - - group(Set)
- - - questions
- - - actions
- - - learning
- - - coach
- developing Action Learning programs
- evaluating Action Learning programs
Context of Action Learning Programs
- other Methods of Reflection and Learning
- understanding learning and development
- many forms of development
- practitioners in learning and development
Related Resources and Topics
- related library topics
- general resources
- - - organizations
- - - bibliographies about Action Learning

Advertising and Promotion

- definition
- advertising laws
- planning
- writing ads
- classifieds (newspapers, etc.)
- direct mail
- - - mailing lists
- signs and displays
- radio and T.V.
- online
- measuring results
- also see:
- - - public and media relations
- - - product development
- - - marketing
- - - sales

Benefits and Compensation

- basics of benefits
- planning a benefits program
- buying benefits
- basic of compensation
- salary surveys (general and technical)
- also see:
- - - career development
- - - employee law
- - - employee performance management
- - - employee wellness programs
- - - personnel polices, handbooks and records
- - - staffing

Boards of Directors

Duties and Responsibilities
- comparing for-profit and nonprofit boards
- for-profit boards
- nonprofit boards
- board systems and operations
Corporate Documents
- articles and constitutions
- resolutions
- bylaws
- board Policies
Accountability, Auditing and Disclosure
- auditing and compliance
- disclosure and reporting
Liabilities and Risk
- liabilities
- insurance (including D&O)
Laws Guidelines and Ethics
- governance laws
- securities laws
- corporate ethics
Officers and Roles
- general guidelines (all roles)
- chairperson
- vice chair
- lead director
- committee chair
- secretary
- treasurer
- board member
- chair and CEO role combined?
- other Roles
Staffing the Board
Composition of Members
- - general
- - independence of members
- - board diversity
- - women on the board
- board size
- term limits
- board succession planning
- recruiting members
- joining a board
- director compensation
- improving and Removing Members
Orienting, Educating, Informing Members
- board orientation
- board training
- board manuals and packets
Board Evaluation and Development
- governance codes and reports
- types of board problems
- board evaluation
- procedures to improve boards
- life stages of boards
- possible models and structures
- general advice
Special Topics
- international governance
- trends in governance
- philosophical Thoughts
General Resources
- nonprofits
- for-profits
Board Committees
- forming committees
- advisory committees
- audit committees
- compensation committees
- executive committees
- finance committees
- fundraising committees
- grant making committees
- governance committees
- marketing committees - public relations committees
- personnel committees
- programs committees
- risk committees
- strategic planning committees
Board Meetings and Retreats
- general guidelines
- agendas
- meeting minutes
- virtual meetings and board portals
- annual general meetings
- executive (in-camera) meetings
- retreats
Supervision of Chief Executive
- hiring the CEO
- hiring interim CEO
- evaluating CEO
- CEO succession planning
- executive compensation
- board CEO and employee relations
Shareholders and Stakeholder Relations
- shareholder relations
- shareholder value
- shareholder activism
- stakeholders
- proxies
- also see:
- - - chief executive role

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 the "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
- additional information for nonprofits
- general resources

Controlling / Coordinating Activities

- Organizing (many kinds)
- also see:
- - - planning
- - - organizing
- - - leadership

Crisis Management

- overview
- critical incident analysis
- also see:
- - - insurance (business)
- - - risk management

Customer Satisfaction

- basics
- handling customer complaints
- responding to angry customers
- measuring customer satisfaction
- basics of customer service
- call centers

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
- - - odes 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 Information

- org's that help
- free trainings
- supersites
- online groups
- join peer group
- blogs
- periodicals
- reference materials
- bob banks

Group Performance Management

- see Facilitation (above)

Group Skills

- see Facilitation (above)

Growing Organizations

- understanding life cycles of organizations
- deciding whether to grow
- evaluating organization -- 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
- valuing diversity
- 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)

- introduction
- - - how to approach this topic
- - - what's a leadership theory, model, style?
- definitions of leadership
- - - views that leading is different than managing
- - - views that a difference is not good
- major leadership theories, models, traits and styles
- - - major theories
- - - major models and approaches
- - - conventional traits and styles
- different domains of competencies needed in each
- - - understanding leadership competencies
- - - understanding and using competency models
- - - core competencies to lead in any domain
- - - domain: leading yourself
- - - domain: leading other individuals
- - - domain: leading small groups and teams
- - - domain: leading large groups and organizations
- - - domain: leading communities
- miscellaneous topics and perspectives in leadership
- - - miscellaneous topics
- - - miscellaneous perspectives
- also see:
- - -
chief executive role

Leadership Development Planning

- preparation
- - - first understand term "leadership"
- - - what does leadership development look like?
- - - strong value of self-directed learning
- 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 (genera)
- - - - - - 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)

- gaining broad context
- - - basics definitions
- - - "leading versus managing? (pros and cons)
- - - history of management in US
- - - current theories
- - - various styles
- - - emerging trends
- what do managers do?
- - - managing yourself
- - - basic, entry-level 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

- basic overview
- purchasing
- control and coordinating function
- product and service development
- quality management
- inventory management
- logistics and transportation
- facilities management
- configuration management
- distribution channels

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 Change and Development

- leaders and managers must learn this
- broad context for org'l change and dev.
- field of Organization Development (OD)
- overview of change management
- example of a planned, systemic change process
- org'l dev. activities ("interventions")
- general resources
- 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)

- see Organizational Change and Development

Organizational Performance Mgmnt

- org'l assessments for for-profits
- org'l assessments for nonprofits
- organizational diagnostic models
- examples of org'l mgmnt systems:
- - - balanced scorecard
- - - benchmarking
- - - business process Reengineering
- - - continuous improvement
- - - cultural change
- - - ISO9000
- - - knowledge management
- - - learning organization
- - - management by objectives (MBO)
- - - outcome-based evaluation
- - - program evaluation
- - - strategic planning
- - - Six Sigma
- - - Total Quality Management (TQM)
- organization development -- the profession
- also see:
- - - large-scale interventions
- - - organizational alliances (mergers, etc.)
- - - organizational change
- - - organizational communications
- - - organizations (an introduction)
- - - 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

Organizations (an Introduction)

- basics
- - - definition
- - - ways to look at organizations
- - - two types business: for-profit and nonprofit
- - - legal forms and traditional structures
- - - common dimensions
- - - unique features or org's
- - - key concepts
- - - culture
- - - life cycles
- organizational design -- guidelines
- overview of nonprofit organizations
- future -- a new paradigm?
- - - new nature of organizations
- - - some new structures
- also see:
- - - organization development -- the profession
- - -
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
- new business (for-profit or nonprofit)
- re-organizing current business
- also see:
- - - controlling / coordinating activities
- - - leadership
- - - planning
- - - organization development -- the profession
- - - organizations (an introduction)
- - - starting an organization

Performance Mgmnt (basic concepts)

- what's "performance"?
- overall goal and basic steps
- in perspective
- key terms
- performance planning
- performance appraisal
- performance improvement planning
- benefits and concerns
- measurement: guidelines, myths and examples
- during rapid change
- also see:
- - - employee performance management
- - - group performance management
- - - organizational performance management

Personal Development

- assessments (numerous self-assessments)
- changing your behavior
- continuous learning
- goals (setting personal goals)
- learning style inventory
- mind power
- reading skills
- requirements for effective learning
- student skills
- - - reading skills
- - - tips for studying more effectively
- - - tips to do better on tests
- 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 system planning
- - - feasibility for new business or program
- - - 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 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
Doing Project Management
- feasibility studies -- project worth doing?
- project planning -- outcomes, goals and obj's?
- resource allocation -- what need to implement?
- risk management analysis
- ethical analysis of project
- Implementation of project plan - -
- how ensure implementation while managing change?
- earned value mgmt -- how measure progress?
- communicating your plans and status
- - - we communicate to whom and when?
- 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

- overviews
- benchmarking
- continuous improvement
- failure mode and effects analysis
- general information
- ISO9000
- lean management
- Total Quality Improvement
- Six Sigma
- 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)
- - - feasibility for new business or program
- - - 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 -- ask the right questions
- - - 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
- reasons for social entrepreneurship
- earned-income generation
- cause-related marketing
- venture philanthropy
- becoming a social entrepreneur
- also see:
- - - business planning
- - - fundraising & grantwriting (nonprofits)
- - - project planning
- - - taxation (nonprofit)
- - - strategic planning (vision, mission, etc.)

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 For-Profit Business

- feasibility study -- "really start new business?"
- guidelines and checklists
- business incubators
- buying a business
- financing new business
- laws and regulations
- also see:
- - - e-commerce (start business on Internet?)
- - - enterprise law
- - - organizations (an introduction)

Starting Nonprofit Business

- 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
- - - organizations (an introduction)
- - - social entrepreneurship

Supervision (an Introduction)

- gaining broad understanding of supervision
- - - one definition of supervision
- - - typical experience of first-time supervisor
- - - typical responsibilities of a supervisor
- - - typical roles of supervisor
- what do supervisors do?
- - - core skills in supervision
- - - designing organization and staff
- - - staffing
- - - employee training
- - - employee performance management
- - - personnel policies
- basic guide to management and supervision
- general advice (tips, hints, etc.)
- 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

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


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