A participant who completes this course will: Write SMART objectives aligned to the overall organizational goals, Plan how and when to accomplish objectives and prepare a budget, Revisit and align existing procedures to the organizational business process, Document procedures for continuous improvement, Review and align organizational structure to strategies and current business needs, Proactively reach-out beyond the unit structure to coordinate and seek assistance when needed, Implement new and appropriate tools, techniques and approaches on how to develop competencies, Motivate staff to achieve performance excellence, Establish practical performance standards/measurements, Monitor and analyze performance vs. standards/measurements, Evaluate performance, Prepare action plans and implement continuous improvements, Practice the values of professionalism, teamwork, excellence, continuous improvement and customer focus.

Duration: 24 hours

Basic Management Course

Management Principles, Fundamentals and Best Practices

Module I. Fundamentals of Management (POCL)

  1. Introduction – corporation, alignment
  2. Role of First-line Managers or Supervisors
  3. Planning Processes
  4. Organizing Processes
  5. Controlling Processes
  6. Leading Processes
  7. Integration

Module 2. Planning

  1. Introduction
  2. Strategic Planning

1) Understanding what are strategies and how the unit can relate to each

  1. Operational Planning -

1) How to prepare SMART objectives

2) How to identify relevant programs and initiatives of the unit, aligned to strategies

3) How to prepare a project plan

  1. Performance Measures/Indicators

1) How to select appropriate measures/indicators to determine effectiveness of a project, process, or set of procedure

  1. Integration

Module 3. Organizing

  1. Introduction
  2. Principles of Organizing

1) Understanding the basic principles

  1. Business Process Identification & Mapping - SIPOC

1) How to identify and map organization processes classified into management, core and enabling processes

2) How to identify keys processes

  1. Policies and Procedures

1) Understanding policies

2) How to document procedures

  1. Organization Charting

1) How to review and improve current organization charts

  1. Roles and Responsibilities

1) How to define roles and responsibilities

  1. Integration

Module 4. Controlling

  1. Introduction


  1. Understanding Metrics
  2. Monitoring Performance

1) How to identify and select appropriate processes for monitoring performance

  1. Analysis and Evaluation Tools & Techniques

1) How to identify and select appropriate tools and techniques in evaluating performance.

2) How to analyze

3) How to solve deviations/problems.

  1. Continuous Improvement

1) Understanding best practices in continuous improvement

  1. Integration

Module 5. Leading

  1. Introduction
  2. Setting Direction

1) How to define vision and mission

2) Understanding corporate values and expected behaviors

3) Understanding corporate strategies

4) Aligning organizational plans to strategies

  1. Cross-Functional Relationships

1) Understanding the need to know your dependencies on other units in the organization and to establish good working relationship

2) How to establish service level agreement between supplier and customer

  1. Principles and Art of Motivating and Inspiring People

1) Understanding the hierarchy of needs

2) Understanding principles and the art of leadership

3) Coaching and Mentoring

  1. Integration