MOR Assoc Course Desc.pdf

Supporting organizational leaders since 1983.

462 Main Street, Suite 300 • Watertown, MA 02472 • 617.924.4501 • morassociates.com

UNIVERSITY OF WISCONSIN-MADISON 2024-UWMSN-00482-RFP

Procurement Manager: Moigan Hall

Staff Training and Professional Development

Training Descriptions, Delivery Options and Projected Costs:

Vendor Name: Maximizing Organizational Resources Associates, Inc

Course Description: MOR Leadership Program

MOR’s Leadership Program has run well over 100 times, serving over 60 of the top tier higher educational institutions in the US, including Stanford, University of Pennsylvania, Michigan State, Indiana University, NYU, Penn State, University of Iowa, UC Berkeley, MIT, Boston College and the University of Wisconsin. The integrated design brings the proper balance between personal leadership development, strategies for supporting the university’s mission, and building a strong leadership community.

This program also includes an individual leadership assessment and a series of 1-on- 1 coaching sessions for each individual participant in the program.

Customized Classroom Courses:

Classroom Course: At Vendor Site Price per Student: N/A

Classroom Course: At University Site Price per Student: $7000

Virtual or on-line This program is typically in person with periodic virtual meet-ups.

Name any Prerequisites: NONE

Course Length of time for each Option: 12 days total (3 three-day workshops in-person and 2 sessions virtually) over 8-10 month timeframe, coaching sessions and applied learning happens in between sessions)

Minimum/Maximum number of students per class: 30-40

Attach Resumes of Instructors: Attached

Classroom set-up requirements: group seating of 4-6 people per table, projector and screen needed as well as flip chart stand and paper.

MOR Program Outline

Leadership and Management

Presence and Presentation Defining Leadership Your Leadership Journey Balancing the Important with the Immediate Delegation

Developing an Inclusive Community Creating an Individual Development Plan Coaching for Commitment Developing Practices

Strategic Thinking Introduction to Strategic Thinking

The Strategic Planning Process Strategy Matters Building Relationships: The Four I’s Vision for This Learning Community The Power of Habit

Delivering Results You Can Measure Coaching for Results

Leading Change and Exercising Influence The Leader’s Role in Bringing About the Needed Change

The Three Lenses: Strategic, Political, Cultural Understanding Workplace Culture Consulting on a Change Process Exercising Influence SUCCES, Communication for Impact What Neuroscience Can Teach Us About Making Sustainable Changes

Developing Your Interpersonal Skills

Enhancing Your Emotional Intelligence Mapping Your Networks Coaching for a Breakthru The Leader as a Communicator Improv as a Leadership Skill Leaders Need to be Resilient

Developing People and Continuing Your Leadership Journey Talent Management Having Difficult Conversations Continuing Your Leadership Journey Delivering Results Leadership and Ethics

Leaders Need to Be Resilient Commencement

Supporting organizational leaders since 1983.

Course Description: Advanced Leaders Program

MOR’s Advanced Leaders is designed to enhance the professional and personal development of individuals who will play increasingly important leadership and management roles. To gain greater perspective on the strategic issues facing higher education institutions and how each university is shaping its choices. To establish individual development plans focused on enhancing the competencies and attributes needed to be increasingly effective in these demanding roles. The program offers the opportunity to strengthen relationships and foster collaboration within and across the participating universities.

This integrated Leadership Development Program includes four tracks;

• An individual development track*

• A workshop track

• An applied learning track

• A leadership community track

*This program also includes an individual leadership assessment and five 1-on-1 coaching sessions for each participant in the program.

Classroom Course: University Price per Student: $7,500 Advanced Leaders

Virtual or on-line This program is delivered with in-person and virtual sessions

Course Length of time for each Option: 12 days total (3 three-day session and 4 ½ day virtual sessions over a 8-10 month timeframe, coaching and applied learning happens in between sessions)

Minimum/Maximum number of students per University: 4-8 Minimum/Maximum number of students per class: 30-40

Attach Resumes of Instructors: Attached

Outline of the Course: Program Themes and Topics

Workshop I Topics:

• The Agile Strategic Leader

• Presence and Presentation

• Distinguishing Between Leading-Managing-Doing

• No Amount of Tactics Will Make Up for What You Lack in Strategy

• The Leader's Role in Creating an Inclusive Environment

• Strategic Thinking in a Higher Ed IT Environment

• The Important vs Immediate

• Committing to Your Development Plan

Workshop II Topics

• Leading Change

• The Three Lenses: Strategic, Political, Cultural

• Understanding Workplace Culture

• The Leader’s Role in Bringing About the Needed Evolution

• Leadership Involves Exercising Influence

• What is your Influence Style

• Developing Your Influence Strategies

• What Neuroscience Can Teach Us About Making Sustainable Changes

Workshop III Topics

• Enhancing Your Emotional Intelligence

• Building Relationships: Mapping Your Network

• Understanding How Mental Models Influence What We See

• Leadership as Performance Art

• Delivering Results You Can Measure

• Coaching for Results

Workshop IV Topics:

• Talent Development Is a Force Multiplier

• Strategies for Building Capability

• How to Have Difficult Conversations

• Leading in a Time of Disruptive Innovation

• Leadership & Ethics

• Engaging at the Executive Level

• Taking Care of Yourself

• Continuing Your Leadership Journey

Course Description: MOR All Lead For over 20 years, MOR Associates has been developing leaders through our successful leadership programs. Along the way, we have learned important lessons about which leadership practices and tools are sustained years later.

We have also learned that there is tremendous value in leveraging shared tools, shared language, and a shared mindset, when seeking to make leading together easier and more effective. In fact, many alumni tell us that having these shared perspectives enable collaborations that might never have been possible otherwise.

Alumni have often wished that everyone in their organizations could share in these common lessons, tools, and practices. That’s what All Lead is about.

The All Lead Program has 4 integrated design elements;

• Personalized Leadership Development

• Leadership Competency Building

• Applied Learning

• Leadership Community

Classroom Course: At Vendor Site (virtually) Price per program: $42,0000

Classroom Course: University Price per Student: this pricing is per program

Virtual or on-line This program is delivered virtually

Course Length of time for each Option: Five 2.5 hours facilitated sessions (over an approximate 8 month timeframe, applied learning happens in between sessions).

Five 1 hour Learning Team meet ups in small groups between sessions.

Minimum/Maximum number of students per University: 30-60 Minimum/Maximum number of students per class: 30-60

Attach Resumes of Instructors: Attached

Classroom set-up requirements: This program is delivered virtually

Outline of the Course:

Registration and sponsor inputs will assist with creating learning teams of 6 participants. These Learning teams will be tasked with meeting after each competency building session. The Learning teams will be supported by facilitation guides for each 60 minute meeting.

Each participant will be given a personalized account on MOR’s leadership development Portal and will have access to “Shared Goals”. Each participant will also have access to MOR Coaching through Coaches Open Office Sessions.

Program Competency Workshops to choose

1. The Foundations; Leadership, Feedback, Practices an Coaching

2. Balancing Leading, Managing, and Doing

• Focusing on the Important

3. Developing a Strategic Mindset

• Scenario Planning, and Looking through the 3 Lenses

4. Influence and Leading Change

5. A Leader’s Role in Creating an Inclusive Environment

Course Description: Lead from Where You Are is an Emerging Leaders Program MOR’s Lead From Where You Are program is the embodiment of our clients’ belief that leadership is not a title but a mindset. It is targeted at individual contributors, team leads, and front line managers, and it empowers them to lead from where they are. The program has been adapted from MOR’s highly successful MOR Leaders Program, which has graduated thousands of participants over the past 20 years.

This program also includes an individual leadership assessment and 1-on-1 coaching for each individual participant in the program.

Classroom Course: At University Site Price per Student: $6,250

Virtual or on-line This program can be delivered on-site and in a virtual format.

Course Length of time for each Option: 10 days total (5 two-day session over 10 month timeframe, coaching and applied learning happens in between sessions)

Minimum/Maximum number of students per class: 25-40

Attach Resumes of Instructors: Attached

Classroom set-up requirements: group seating of 4-6 people per table, projector and screen needed as well as flip chart stand and paper.

Outline of the Course:

Workshop I Understanding the Concept of Lead From Where You Are Mindset-Skillset-Toolset Framing the Right Mindset Developing a Leadership Presence – Virtual and in Person Leadership Skills, Goals and Practices Making a Compelling Introduction 5C’s Curiosity-Courage-Confidence-Connection

Workshop II Building a Foundation of Inclusion and Safety Creating a Collaborative Culture Building a Resilient Team Understanding Group Process & Group Dynamics Better Team Meetings; Group Processes at Work

Workshop III Proposed Affinity for Change Developing Strategic Thinking What are the Forces and Trends Driving Our Future State Understanding Politics and Cultural Savvy Navigating Change Applying Soft Power and Influencing Strategies

Workshop IV Emotional Intelligence, Influence and Resilience Planning and Conducting a Challenging Conversation Addressing Conflict is How You Get Things Done in the Absence of Authority Presenting for Impact Using SUCCES Developing Resiliency and Confidence on An Ever Changing Campus

Workshop V Our Disruptive World: Respond and Adapt Become the 3 A’s; Adaptive, Agile and Aligned Planning a Personal Transformation The Evolving Work Design Practicing Your Impact Statement Use Strategic Tools to Understand the Future Mapping Your Network Diversity Lens Your Value Proposition

Course Description: Big Ten Academic Alliance Leaders Program

MOR’s BTAA Leaders Program is a collaboration of the BTAA CIOs to design and deliver a leadership program tailored to the competencies and targeted audience identified that will leverage the collaboration taking place within and across the participating IT organizations. It is designed to create a broader adoption of the principles and frameworks offered to those participating in the IT Leaders Program so the people graduating will find the organizational context supports more shared leadership.

This integrated Leadership Development Program includes four tracks;

• An individual development track*

• A workshop track

• An applied learning track

• A leadership community track

*This program also includes an individual leadership assessment and five 1-on-1 coaching sessions for each participant in the program.

Classroom Course: University Price per Student: $7000 for BTAA

Virtual or on-line N/A

Course Length of time for each Option: 12 days total (4 three-day session and over a 8-10 month timeframe, coaching and applied learning happens in between sessions)

Minimum/Maximum number of students per University: 4-8 Minimum/Maximum number of students per class: 30-40

Attach Resumes of Instructors: Attached

Outline of the Course: Program Themes and Topics

Workshop I Topics:

• Presence and Presentation

• Defining Leadership and Management

• Distinguishing Between Leading-Managing-Doing

• Identity, Inclusion, Belonging

• The Leader's Role in Creating an Inclusive Environment

• Strategic Thinking in a Higher Ed IT Environment

• The Important vs Immediate

• Committing to Your Development Plan

• Neuroscience and Developing Practices, Adopting Sustainable Practices

Workshop II Topics

• Leading Change

• The Three Lenses: Strategic, Political, Cultural

• Understanding Workplace Culture

• Appreciating the Importance of Culture; Culture’s Role in Change

• Exercising Influence

• What is your Influence Style

• Developing Your Influence Strategies

• What Neuroscience Can Teach Us About Making Sustainable Changes

Workshop III Topics

• Emotional Intelligence

• Building Relationships: Mapping Your Network

• Understanding How Mental Models Influence What We See

• Leader's Role in Creating an Inclusive Environment

• Leadership as Performance Art

• Leader's Delivering Results

• Delivering Results You Can Measure

• Coaching for Results

Workshop IV Topics:

• Talent Development Is a Force Multiplier

• Strategies for Building Capability

• How to Have Difficult Conversations

• Leading in a Time of Disruptive Innovation

• Leadership & Ethics

• Engaging at the Executive Level

• Taking Care of Yourself

• Continuing Your Leadership Journey

Staff Training and Professional Development Training Descriptions, Delivery Options and Projected Costs:

Vendor Name: Maximizing Organizational Resources Associates, Inc

Course Description: 360 Assessment and/or Team Development The 360 Assessment is offered as a one off for an individual with a coaching session or for a group of individuals on a team.

For a one person it is used to support individual professional development along with opportunities to reflect on one’s strengths and gaps. The 360 debrief with a coach from MOR offers self-awareness for practices to be developed in service of one’s leadership goals.

Adding additional coaching sessions offered after the debrief would provide the person being coached, the opportunity to establish goals and a development plan, along with a timeline, with their coach from MOR focusing on what they and their manager want to accomplish. It will also be important to identify the strategies to move in the desired direction.

Using the 360s with a team of individuals is also used to support individual professional development along with opportunities to reflect on one’s strengths and gaps. It can explore and improve self awareness by individuals and/or team members on their strengths, contributions to the team and areas for improvement.

The team can advance team development with a focus on their shared goals, their team interactions, practices, and agreed to actions.

Customized Courses:

Option A Individual 360: On-line 360 by invite w/one-on-one debrief; $700 per person

Option B Individual 360 & Coach; On-line 360 by invite, one-on-one debrief, plus additional coaching conversations $2,500 – 10,000 per person (based on the depth of coaching)

Option C Individual 360 & Team; On-line 360s by invite, one-one debriefs, plus team development sessions $700 per person, additional team development cost to be determined

Course Length of time for each Option:

Option A; One individual, 360 plus 2 hours with coach Option B: One individual, 360 plus, Initial meetings 2 per month, then once a mos Option C: 8-20 individuals, 360s, meetings customized to team objectives

Attach Resumes of Instructors; Attached

Classroom set-up requirements: as determined in request from client