ODOT_009_25_Course___Company_Info.pdf

Leadership and Management Training

State of Ohio

Department of Transportation

ITB# 009-25

Training Solutions

April 2, 2024

Cover Sheet

Prepared by: Name: Dunson & Associates, Inc.

Address: 2580 Shiloh Springs Rd, Dayton, OH 45426 Fax: 937-854-5941 Website: www.dunsonandassociates.com

Point of Contact: Name: Crystal Dunson Watson Email: crystal@dunsonandassociates.com Office Phone: 937-854-5940 x8 Mobile: 937-620-7567

Prepared for: Ohio Department of Transportation

Purchasing Services, Mail Stop 4110 1980 West Broad Street Columbus, Ohio 43223

Dunson & Associates, Inc.

Socio-Economic Status:

MBE and Woman-Owned Duns No: 839594926

CCR: 1VC10

TIN: 31-1444-608

Business Size: Small Business http://www.dunsonandassociates.com/ mailto:crystal@dunsonandassociates.com

2 April 2024

To Whom It May Concern:

Please accept our response to the Ohio Department of Transportation’s request for Leadership and Management Training (Invitation No. 009-25).

As a training solutions company, we bring solid experience and past performance that support our capability to facilitate leadership training. Additionally, our facilitators are accredited and readily available to deliver solutions to our customers anytime, anywhere.

We appreciate your review of our response. If you should need additional information, I can be reached at 937-854-5940 (x 8). Thank you.

Sincerely, Crystal Dunson Watson Managing Principal/President Dunson & Associates, Inc.

Table of Contents

EXECUTIVE SUMMARY

COURSE MATERIALS

1.1 Building Better Work Relationships

1.2 Change Management: Leading Continuous Change

1.3 Customer Service

1.4 Emotional Intelligence + Social Intelligence

1.5 Employee Motivation

1.6 Goal Setting and Getting Things Done

1.7 Leadership and Influence

1.8 Life Coaching Essentials

1.9 Making Effective Business Decisions

1.10 Negotiation Skills for Project and Contract Managers

1.11 Performance Management

1.12 Responding to Conflict

1.13 Safety in the Workplace: Older Workers

1.14 Supervising Others

1.15 Strategic Planning

1.16 Teambuilding Through Chemistry

1.17 Time Management

REFERENCES

TRAINER RESUMES AND CREDENTIALS

ADAM BOWMAN RESUME

DEBORAH DISBENNET RESUME

DEBI FORD RESUME

DEBORAH DISBENNET ACCREDITATION

DEBI FORD ACCREDITATION

LAUREN HUNTER RESUME

LAUREN HUNTER ACCREDITATION

LEADERSHIP AND MANAGEMENT TRAINING

ODOT

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EXECUTIVE SUMMARY

ODOT’s Need The Ohio Department of Transportation (ODOT) has a need for accredited firms or educational institutions to conduct formal and professional leadership training courses for ODOT’s employees on an as-needed basis at state and/or vendor training facilities.

Who is Dunson & Associates?

Dunson & Associates is a training solutions company that has been providing training to state-level entities since 2008. As an Ohio-based, Minority Business Enterprise (MBE), ODOT is afforded a local team of accredited trainers to support the State’s requirement for leadership training for employees. The distinguishing difference between Dunson & Associates and its competitors is our highly qualified people who are readily available to deliver training solutions anytime, anywhere. Our trainers’ varied experience and education bring years of expertise, providing the skills and experience to get the job done from beginning to end.

Benefits An added benefit is that Dunson & Associates is an Authorized Learning Partner for Global Knowledge. This designation enables us to offer top-quality training from the leader in business skills training. Together with Global Knowledge, our reputation for exceptional education services and for delivering student experience is second to none. Therefore, we can offer ODOT a complete training solution.

Our training portfolio consists of more than 3,000 courses with the most relevant and timely content, including leadership, project management, ITIL, Agile, Six Sigma, management business analysis and more. To view our portfolio of courses, visit our Learning Portal.

Other benefits include

• Award-winning training taught by accredited and expert instructors with real-world experience

• Choice of convenient format, time, and location

• Largest schedule of guaranteed dates

• Custom content

• Optional follow-on consulting for skills application in the work environment http://www.dunsonandassociates.com/training.html

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Course Materials

1.1 Building Better Work Relationships

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1.2 Change Management: Leading Continuous Change

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1.3 Customer Service

Course Description Everyone serves customers, whether we realize it or not. Participants can be on the front lines of a company, serving the people who buy the products. Perhaps they’re an accountant, serving the employees by producing their paychecks and keeping the company running.

The Customer Service workshop will look at all types of customers and how we can serve them better and improve ourselves in the process. Your participants will be provided with a strong skill set including in-person and over-the-phone techniques, dealing with difficult customers, and generating return business.

Learning Objectives

• State what customer service means in relation to all your customers, both internal and external.

• Recognize how your attitude affects customer service.

• Identify your customers’ needs.

• Use outstanding customer service to generate return business.

• Build goodwill through in-person customer service.

• Provide outstanding customer service over the phone.

• Connect with customers through online tools.

• Deal with difficult customers.

Course Outline

• Module One: Getting Started o Icebreaker o Housekeeping Items o The Parking Lot o Workshop Objectives

• Module Two: Who We Are and What We Do o Who Are Customers? (internal/external) o What is Customer Service?

o Who Are Customer Service Providers?

• Module Three: Establishing Your Attitude o Appearance Counts!

o The Power of a Smile o Staying Energized o Staying Positive

• Module Four: Identifying and Addressing Their Needs o Understanding the Customer’s Problem o Staying Outside the Box o Meeting Basic Needs o Going the Extra Mile

• Module Five: Generating Return Business o Following Up o Addressing Complaints

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02 April 2024 Dunson & Associates 9 o Turning Difficult Customers Around

• Module Six: In-Person Customer Service o Dealing With At-Your-Desk Requests o The Advantages and Disadvantages of In-Person Communication o Using Body Language to Your Advantage

• Module Seven: Giving Customer Service over the Phone o The Advantages and Disadvantages of Telephone Communication o Telephone Etiquette o Tips and Tricks

• Module Eight: Providing Electronic Customer Service o The Advantages and Disadvantages of Electronic Communication o Understanding Netiquette o Tips and Tricks o Examples: Chat or e-mail

• Module Nine: Recovering Difficult Customers o De-Escalating Anger o Establishing Common Ground o Setting Your Limits o Managing Your Own Emotions

• Module Ten: Understanding When to Escalate o Dealing with Vulgarity o Coping with Insults o Dealing with Legal and Physical Threats

• Module Eleven: Ten Things You Can Do To WOW Every Time o Ten Tips

• Module Twelve: Wrapping Up o Words from the Wise o Review of Parking Lot o Lessons Learned o Completion of Action Plans and Evaluations

1.4 Emotional Intelligence + Social Intelligence

Course Description Social Intelligence is about understanding your environment and having a positive influence. Your participants will become more confident in their social situations by learning how to express and interpret social cues. They will create positive connections and increase their influence during social situations.

Increasing Emotional Intelligence + Social Intelligence will provide benefits throughout their professional and personal lives. It is a fantastic tool for coaching and development as people will learn “people skills”. Improving social skills through active listening, understanding body language, and being more empathetic will give your participants an advantage in their interactions. Social interactions are a two-way street, know the rules of the road!

Learning Objectives

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• Be aware of our own behaviors.

• Learn to be empathetic with others.

• Know tools for active listening.

• Effectively communicate interpersonally.

• Recognize various social cues.

• Determine appropriate conversation topics.

• Know various forms of body language.

o Housekeeping Items o The Parking Lot o Workshop Objectives o Pre-Assignment o Action Plans

• Module Two: Increase Your Self-Awareness o Remove or Limit Self-Deception o Ask for Feedback o Be Open to Change o Reflect on Your Actions o Case Study o Module Two: Review Questions

• Module Three: The Keys to Empathy o Listening and Paying Attention o Don’t Judge o Shift Your View o Don’t Show Fake Emotions o Case Study o Module Three: Review Questions

• Module Four: Active Listening o Attunement o Don’t Jump to Conclusions o Shift your Focus o Don’t Discount Feelings o Case Study o Module Four: Review Questions

• Module Five: Insight on Behavior o Perception o Facts vs. Emotion o Online Communication o Listen and Watch More o Case Study o Module Five: Review Questions

• Module Six: Interpersonal Communication o Give Respect and Trust o Be Consistent

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02 April 2024 Dunson & Associates 11 o Always Keep Your Cool o Observing Body Language o Case Study o Module Six: Review Questions

• Module Seven: Social Cues (I) o Recognize Social Situations o The Eyes Have It o Non-Verbal Cues o Verbal Cues o Case Study o Module Seven: Review Questions

• Module Eight: Social Cues (II) o Spectrum of Cues o Review and Reflect o Being Adaptable and Flexible o Personal Space o Case Study o Module Eight: Review Questions

• Module Nine: Conversation Skills o Current Events o Conversation Topics o Cues to Watch For o Give People Your Attention o Case Study o Module Nine: Review Questions

• Module Ten: Body Language o Be Aware of Your Movements o It’s Not What You Say, It’s How You Say It o Open Vs. Closed Body Language o Communicate with Power o Case Study o Module Ten: Review Questions

• Module Eleven: Building Rapport o Take the High Road o Forget About Yourself o Remembering People o Ask Good Questions o Case Study o Module Eleven: Review Questions

• Module Twelve: Wrapping Up o Words from the Wise o Review of Parking Lot

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1.5 Employee Motivation

Course Description When you think of staff motivation, many things may come to mind: more money, a bigger office, a promotion, or a better quality of life. The truth is, no matter what we offer people, true motivation must come from within. Regardless of how it is characterized, it is important to get the right balance in order to ensure that you have a motivated workforce.

The Employee Motivation workshop will give participants several types of tools to become great motivators, including goal-setting and influencing skills. Participants will also learn about five of the most popular motivational models, and how to bring them together to create a custom program.

Learning Objectives

• Define motivation, an employer’s role in it, and how the employee can play a part.

• Identify the importance of Employee Motivation.

• Identify methods of Employee Motivation.

• Describe the theories that pertain to Employee Motivation – with reference to psychology.

• Identify personality types and how they fit into a plan for Employee Motivation.

• Set clear and defined goals.

• Identify specific issues in the field and address these issues and how to maintain this going forward.

Course Outline

• Module One: Getting Started o Housekeeping Items o The Parking Lot o Workshop Objectives

• Module Two: A Psychological Approach o Herzberg’s Theory Of Motivation o Maslow’s Hierarchy of Needs o The Two Models and Motivation

• Module Three: Object-Oriented Theory o The Carrot o The Whip o The Plant

• Module Four: Using Reinforcement Theory o A History of Reinforcement Theory o Behavior Modification in Four Steps o Appropriate Uses in the Workplace

• Module Five: Using Expectancy Theory o A History of Expectancy Theory o Understanding the Three Factors o Using the Three Factors to Motivate in the Workplace

• Module Six: Personality’s Role in Motivation

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02 April 2024 Dunson & Associates 13 o Identifying Your Personality Type o Identifying Others" Personality Type o Motivators by Personality Type

• Module Seven: Setting Goals o Goals and Motivation o Setting SMART Goal o Evaluating and Adapting

• Module Eight: A Personal Toolbox o Building Your Own Motivational Plan o Encouraging Growth and Development o Getting Others to See the Glass Half-Full

• Module Nine: Motivation On the Job o The Key Factors o Creating a Motivational Organization o Creating a Motivational Job

• Module Ten: Addressing Specific Morale Issues o Dealing with Individual Morale Problems o Addressing Team Morale o What To Do When the Whole Company is De-Motivated

• Module Eleven: Keeping Yourself Motivated o Identifying Personal Motivators o Maximizing Your Motivators o Evaluating and Adapting

• Module Twelve: Wrapping Up o Words from the Wise o Review of Parking Lot o Completion of Action Plans and Evaluation

1.6 Goal Setting and Getting Things Done

Goal Setting is one of the most basic and essential skills someone can develop. We touch on goal characteristics, time management, and what to do when setbacks occur. This workshop will provide the knowledge and skills your participants need to complete more tasks, and get things done.

Our Goal Setting and Getting Things Done workshop will cover strategies to help your participants deal with distractions and overcome procrastination. These skills will translate into increased satisfaction in their professional and personal lives. Your participants will learn the Goal Setting characteristics of successful people and in turn will become happier and more productive individuals.

Learning Objectives

• Overcome procrastination.

• Manage time effectively.

• Accomplish important tasks.

• Self-motivate.

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• Create SMART goals.

Course Outline

• Module One: Getting Started o Housekeeping Items o The Parking Lot o Workshop Objectives o Pre-Assignment o Action Plans and Evaluations

• Module Two: Overcoming Procrastination (I) o Eat That Frog!

o Just Do It o The 15 Minute Rule o Chop it Up o Case Study o Module Two: Review Questions

• Module Three Overcoming Procrastination (II) o Remove Distractions o Start Small and Build o Reward Yourself o Set Realistic Deadlines o Case Study o Module Three: Review Questions

• Module Four: Four P’s of Goals Setting o They Need to be Positive o They Need to be Personal o They Need to be Possible o They Need to be Prioritized o Case Study o Module Four: Review Questions

• Module Five: Improving Motivation o Remember Peak Moments o Write Your Goals Down o Use Gamification o Track Your Progress o Case Study o Module Five: Review Questions

• Module Six: Wise Time Management o Urgent/Important Matrix o The 80/20 Rule o Utilize a Calendar o Create a Ritual o Case Study o Module Six: Review Questions

• Module Seven: Tips for Completing Tasks

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02 April 2024 Dunson & Associates 15 o One Minute Rule o Five Minute Rule o Break Up Large Tasks o Utilize Technology o Case Study o Module Seven: Review Questions

• Module Eight: Increase Your Productivity o Repeat What Works o Get Faster o Remove “Should” from Your Dictionary o Build on Your Successes o Case Study o Module Eight: Review Questions

• Module Nine: To Do List Characteristics o Focus on the Important o Chunk, Block, Tackle o Make It a Habit o Plan Ahead o Case Study o Module Nine: Review Questions

• Module Ten: SMART Goals o Specific o Measurable o Attainable o Realistic o Timely o Case Study o Module Ten: Review Questions

• Module Eleven: Mistakes Will Happen o Accept It o Bouncing Back o Adapt and Learn from Them o If Needed, Ask for Help o Case Study o Module Eleven: Review Questions

• Module Twelve: Wrapping Up o Words from the Wise o Review of Parking Lot

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1.7 Leadership and Influence

They say that leaders are born, not made. While it is true that some people are born leaders, some leaders are born in the midst of adversity. Often, simple people who have never had a leadership role will stand up and take the lead when a situation they care about requires it. A simple example is parenting. When a child arrives, many parents discover leadership abilities they never knew existed in order to guide and protect their offspring.

Once you learn the techniques of true Leadership and Influence, you will be able to build the confidence it takes to take the lead. The more experience you have acting as a genuine leader, the easier it will be for you. It is never easy to take the lead, as you will need to make decisions and face challenges, but it can become natural and rewarding.

Learning Objectives

• Define “leadership.”

• Explain the Great Man Theory.

• Explain the Trait Theory.

• Describe Transformational Leadership.

• Assess the people you lead and how to adapt your leadership styles.

• Explain leading by Directing.

• Explain leading by Participating.

• Explain leading by Delegating.

• Describe Kouzes’ and Posner’s ideas.

• Conduct a personal inventory.

• Write an action plan.

• Establish personal goals.

o Icebreaker o Housekeeping Items o The Parking Lot o Workshop Objectives

• Module Two: The Evolution of Leadership o Defining Leadership o Characteristics of a Leader o Leadership Principles o A Brief History of Leadership o Historical Leaders o Modern Leaders o The Great Man Theory o The Trait Theory o Transformational Leadership o Summary

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• Module Three: Situational Leadership o Situational Leadership: Telling o Situational Leadership: Selling o Situational Leadership: Participating o Situational Leadership: Delegating

• Module Four: A Personal Inventory o An Introduction to Kouzes and Posner o Model the Way o Inspire a Shared Vision o Challenge the Process o Enable Others to Act o Encourage the Heart o A Personal Inventory o Creating an Action Plan o Set Leadership Goals o Address the Goals o Seek Inspiration o Choose a Role Model o Seek Experience o Create a Personal Mission Statement

• Module Five: Modeling the Way o Determining Your Way o Being an Inspirational Role Model o Influencing Others’ Perspectives

• Module Six: Inspiring a Shared Vision o Choosing Your Vision o Communicating Your Vision o Identifying the Benefit for Others

• Module Seven: Challenging the Process o Developing Your Inner Innovator o Seeing Room for Improvement o Lobbying for Change

• Module Eight: Enabling Others to Act o Encouraging Growth in Others o Creating Mutual Respect o The Importance of Trust

• Module Nine: Encouraging the Heart o Sharing Rewards o Celebrating Accomplishments o Making Celebration Part of Your Culture

• Module Ten: Basic Influencing Skills o The Art of Persuasion o The Principles of Influence o Creating an Impact

• Module Eleven: Setting Goals

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02 April 2024 Dunson & Associates 18 o Setting SMART Goals o Creating a Long-Term Plan o Creating a Support System

• Module Twelve: Wrapping Up o Words from the Wise o Review of Parking Lot

1.8 Life Coaching Essentials

Many people often mistake a life coach for a mental health professional, such as a psychiatrist or a therapist. This misconception often leads people to believe they do not need a life coach since they feel as though nothing is wrong with their mental health. However, a life coach is designed to help improve a person’s professional and personal life by working with them to achieve their goals.

With our Life Coaching Essentials workshop, your participants will discover the meaning of life coaching and how life coaching services can be utilized to achieve their goals.

Learning Objectives

• Determine the purpose of life coaching.

• Define the benefits of life coaching.

• Know the tools and techniques for life coaching.

• Outline a life coaching session.

• Know the different areas of life coaching.

o Icebreaker o Housekeeping Items o The Parking Lot o Workshop Objectives

• Module Two: Why You Need A Life Coach?

o Difficulty Making Life Decisions o Prioritizing Projects and Timelines o Urgent Situations o Lack of Balance o Case Study o Module Two: Review Questions

• Module Three: The Benefits of Life Coaching o Set Performance Targets o Cope with Pressure and Stress o Develop and Maintain Vision o Maintain Motivation

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02 April 2024 Dunson & Associates 19 o Case Study o Module Three: Review Questions

• Module Four: Life Coaching Challenges o Lack of Commitment o Procrastination o Poor Communication Skills o Lack of Direction o Case Study o Module Four: Review Questions

• Module Five: Basic Structure of a Coaching Session o Develop an Action Plan o Ask Questions o Overcome o Set timeline o Case Study o Module Five: Review Questions

• Module Six: Essential Skills for Successful Coaching o Listen with Curiosity o Take in What you Hear o Reflect with Accuracy o Questioning for Exploration o Case Study o Module Six: Review Questions

• Module Seven: Life Coaching Tools and Techniques o Goal Tracking o Journaling o Life Coaching Assessments and Forms o Homework Assignments and Action Items o Case Study o Module Seven: Review Questions

• Module Eight: Life Coaching Specialized Areas (I) o Relationship Coaching, Dating Coaching o Health Coaching, Fitness Coaching o Family Coaching, Parenting Coaching o Spiritual Coaching o Case Study o Module Eight: Review Questions

• Module Nine: Life Coaching Specialized Areas (II) o General Life Coaching o Image Coaching o Communication Coaching, Creativity Coaching o Career Coaching

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02 April 2024 Dunson & Associates 20 o Module Nine: Review Questions

• Module Ten: Life Coaching Specialized Areas (III) o Retirement Coaching o Leadership Coaching, Performance coaching o Business Coaching o Executive Coaching o Case Study o Module Ten: Review Questions

• Module Eleven: Apply What You Learned to the Workplace o Have a Game Plan o Link Game Plan and Goals o Do Drills o Assess Progress o Case Study o Module Eleven: Review Questions

• Module Twelve: Wrapping Up o Words from the Wise o Review of Parking Lot o Lessons Learned o Recommended Reading

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1.9 Making Effective Business Decisions

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1.10 Negotiation Skills for Project and Contract Managers

Although people often think of boardrooms, suits, and million-dollar deals when they hear the word negotiation, the truth is that we negotiate all the time. Through this workshop participants will be able to understand the basic types of negotiations, the phases of negotiations, and the skills needed for successful negotiating.

The Negotiation Skills workshop will give your participants a sense of understanding their opponent and have the confidence to not settle for less than they feel is fair. Your participants will learn that an atmosphere of respect is essential, as uneven negations could lead to problems in the future.

Learning Objectives

• Understand the basic types of negotiations, the phases of negotiations, and the skills needed for successful negotiating.

• Understand and apply basic negotiating concepts: WATNA, BATNA, WAP, and

ZOPA.

• Lay the groundwork for negotiation.

• Identify what information to share and what to keep to yourself.

• Understand basic bargaining techniques.

• Apply strategies for identifying mutual gain.

• Understand how to reach a consensus and set the terms of agreement.

• Deal with personal attacks and other difficult issues.

• Use the negotiating process to solve everyday problems.

• Negotiate on behalf of someone else.

o Icebreaker o Housekeeping Items o The Parking Lot o Workshop Objectives

• Module Two: Understanding Negotiation o The Three Phases o Skills for Successful Negotiating

• Module Three: Getting Prepared o Establishing Your WATNA and BATNA o Identifying Your WAP o Identifying Your ZOPA o Personal Preparation

• Module Four: Laying the Groundwork o Setting the Time and Place o Establishing Common Ground o Creating a Negotiation Framework o The Negotiation Process

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• Module Five: Phase One - Exchanging Information o Getting off on the Right Foot o What to Share o What to Keep to Yourself

• Module Six: Phase Two - Bargaining o What to Expect o Techniques to Try o How to Break an Impasse

• Module Seven: About Mutual Gain o Three Ways to See Your Options o About Mutual Gain o What Do I Want?

o What Do They Want?

o What Do We Want?

• Module Eight: Phase Three - Closing o Reaching Consensus o Building an Agreement o Setting the Terms of the Agreement

• Module Nine: Dealing with Difficult Issues o Being Prepared for Environmental Tactics o Dealing with Personal Attacks o Controlling Your Emotions o Deciding When It's Time to Walk Away

• Module Ten: Negotiating Outside the Boardroom o Adapting the Process for Smaller Negotiations o Negotiating via Telephone o Negotiating via Email

• Module Eleven: Negotiating on Behalf of Someone Else o Choosing the Negotiating Team o Covering All the Bases o Dealing with Tough Questions

• Module Twelve: Wrapping Up o Words from the Wise o Review of Parking Lot

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1.11 Performance Management

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1.12 Responding to Conflict

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1.13 Safety in the Workplace: Older Workers

Course Description Workplace safety is the responsibility of everyone in an organization. Companies have legal obligations to meet certain safety requirements, but many go further than the minimum obligations.

Safety standards and procedures must be put in place, and everyone needs to follow the standards in order for them to be effective.

Our Safety In The Workplace course will be instrumental in reviewing common hazards, safety techniques and after completion, your participants will have the tools to help them create a Safety policy for your workplace. By identifying and anticipating hazards, employers can prevent injuries and keep employees safe.

Learning Objectives

• Define workplace safety.

• Understand legal responsibilities associated with a safe work environment.

• Create a safety plan and identify hazards.

• Recognize the role of management.

• Develop training procedures.

• Learn how to implement a safety plan.

o Icebreaker o Housekeeping Items o The Parking Lot o Workshop Objectives

• Module Two: An Overview o Work Safety and Health Legislations o Roles & Duties o Safety Planning

• Module Three: Types of Hazards o Computer Workstations o Ergonomics o Fire Prevention o Fitness & Wellness o Heat Stress o Stress o Violence

• Module Four: Managers Role o Promoting & Enforcing Safety Standards o Element of a Health and Safety Program o Responsibilities o Corporate Culture

• Module Five: Training o Reasons for Training

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02 April 2024 Dunson & Associates 31 o Definition o Orientation o On the Job Training o Safety Meetings o Planning and Conducting a Training Session

• Module Six: Stress Management o Altering o Avoiding o Accepting o Relaxation Techniques o Using Routines to Reduce Stress

• Module Seven: Workplace Violence o What is Workplace Violence?

o Identifying o Addressing o Implementing a Workplace Harassment Policy

• Module Eight: Identifying Your Company Hazards o Conducting an Inspection o Prioritizing Deficiencies o Report & Following Up

• Module Nine: Drug & Alcohol Abuse o For Employees o For Managers or Supervisors o When to Address o Implementing a "No Tolerance" Rule

• Module Ten: Writing the Safety Plan o Management Involvement o Responsibility o Employee Involvement o Follow Through with Accident Investigations o Training of Employees

• Module Eleven: Implement the Plan o Selecting an Employee Representative o Identifying Roles o Assigning Responsibility o Follow Through

• Module Twelve: Wrapping Up o Words from the Wise o Review of Parking Lot

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1.14 Supervising Others

Course Description Supervising others can be a tough job. Between managing your own time and projects, helping your team members solve problems and complete tasks, and helping other supervisors, your day can fill up before you know it.

The Supervising Others workshop will help supervisors become more efficient and proficient, with information on delegating, managing time, setting goals and expectations (for themselves and others), providing feedback, resolving conflict, and administering discipline.

Learning Objectives

• Define requirements for tasks.

• Set expectations for your staff.

• Set SMART goals for yourself.

• Help your staff set SMART goals.

• Assign work and delegate appropriately.

• Provide effective, appropriate feedback to your staff.

• Manage your time more efficiently.

• Help your team resolve conflicts.

• Discuss how to manage effectively in particular situations.

• List what a new supervisor needs to do to get started on the right path.

o Icebreaker o Housekeeping Items o The Parking Lot o Workshop Objectives

• Module Two: Setting Expectations o Defining the Requirements o Identifying Opportunities for Improvement and Growth o Setting Verbal Expectations o Putting Expectations in Writing

• Module Three: Setting Goals o Understanding Cascading Goals o The SMART Way o Helping Others Set Goals

• Module Four: Assigning Work o General Principles o The Dictatorial Approach o The Apple-Picking Approach o The Collaborative Approach

• Module Five: Degrees of Delegation o Level One: Complete Supervision o Level Two: Partial Supervision

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02 April 2024 Dunson & Associates 33 o Level Three: Complete Independence

• Module Six: Implementing Delegation o Deciding to Delegate o To Whom Should You Delegate?

o Providing Instructions o Monitoring the Results o Troubleshooting Delegation

• Module Seven: Providing Feedback o Characteristics of Good Feedback o Feedback Delivery Tools o Informal Feedback o Formal Feedback

• Module Eight: Managing Your Time o The 80/20 Rule o Prioritizing with the Urgent-Important Matrix o Using a Productivity Journal o Using Routines and Rituals to Simplify Your Workday

• Module Nine: Resolving Conflict o Using a Conflict Resolution Process o Maintaining Fairness o Seeking Help from Within the Team o Seeking Help from Outside the Team

• Module Ten: Tips for Special Situations o What to Do If You've Been Promoted from within the Team o What to Do If You're Leading a Brand New Team o What to Do if You're Taking on an Established Team

• Module Eleven: A Survival Guide for the New Supervisor o Ask the Right Questions of the Right People o Go to Gemba o Keep Learning!

• Module Twelve: Wrapping Up o Words from the Wise o Review of Parking Lot

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1.15 Strategic Planning

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1.16 Teambuilding Through Chemistry

Course Description Teams are unavoidable in any business. The key to successful team building is addressing the importance of chemistry. By staying aware of the chemistry as you build the group, you will increase the chance of avoiding pitfalls and developing a sense of unity.

With our Team Building Through Chemistry workshop, your participants will discover the specifics of how building a team through chemistry will lead to success. It is not enough to have a group of people just work on a project. They need to connect and utilize each other's strengths through team chemistry.

Learning Objectives

• Understand the team development model.

• Identify team chemistry.

• Create vision and goals.

• Appreciate diversity.

• Manage conflict.

o Icebreaker o Housekeeping Items o The Parking Lot o Workshop Objectives

• Module Two: Understanding Teams o What Is the Definition of a Team?

o How Do People Feel about Being on Teams?

o Why Do Teams Fall Apart?

o Examples of Successful Teams o Case Study o Module Two: Review Questions

• Module Three: Team Development Model o Forming o Norming o Storming o Performing o Case Study o Module Three: Review Questions

Module Four: Chemistry in Teams o What Is Chemistry?

o Factors that Influence Chemistry o Examples o Roles of Leadership o Module Four: Review Questions

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• Module Five: Diversity o Advantages o Complexity o Conflicts o Encourage Individuality o Case Study o Module Five: Review Questions

• Module Six: Vision and Goals o Creating Vision o Shared Vision o SMART Goals o Collaboration o Case Study o Module Six: Review Questions

• Module Seven: Roles o Establishing Roles o Taking o Making o Avoid Power Struggles o Case Study o Module Seven: Review Questions

• Module Eight: Leadership Functions o Set the Tone o Conflict Management o Direct, Don’t Order o Encourage o Case Study o Module Eight: Review Questions

• Module Nine: Develop Cohesion o Sense of Exclusivity o Connect Beyond Work o Outside Competition o Focus on Consensus o Case Study o Module Nine: Review Questions

• Module Ten: Build Relationships o Respect o Empathy o Open Communication o Share Credit o Case Study o Module Ten: Review Questions

• Module Eleven: Direction of Team o Charter

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02 April 2024 Dunson & Associates 39 o Task Orientation o Monitor Performance o Feedback o Case Study o Module Eleven: Review Questions

• Module Twelve: Wrapping Up o Words from the Wise o Review of Parking Lot

1.17 Time Management

Personal time management skills are essential for professional success in any workplace.

Those able to successfully implement time management strategies are able to control their workload rather than spend each day in a frenzy of activity reacting to crisis after crisis -stress declines and personal productivity soars! These highly effective individuals are able to focus on the tasks with the greatest impact to them and their organization.

The Time Management workshop will cover strategies to help participants learn this crucial skill. Your participants will be given a skill set that includes personal motivation, delegation skills, organization tools, and crisis management. We’ll cover all this and more during this workshop.

Learning Objectives

• Plan and prioritize each day’s activities in a more efficient, productive manner.

• Overcome procrastination quickly and easily.

• Handle crises effectively and quickly.

• Organize your workspace and workflow to make better use of time.

• Delegate more efficiently.

• Use rituals to make your life run smoother.

• Plan meetings more appropriately and effectively.

o Housekeeping Items o The Parking Lot o Workshop Objectives o Pre-Assignment o Pre-Test o Pre-Test Answers o Action Plans and Evaluation Forms o Action Plan Form o Evaluation Form

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• Module Two: Discovering Your Productivity Rhythm o Know Your Energy o Work-Life Balance o Taking Regular Breaks o The Multitasking Myth o Time Batching o Practical Illustration o Module Two: Review Questions

• Module Three: Managing Time with Goals o SMART Goals o Visualizing Your Goals o The 4 P’s o Creating Your Productivity Journal o Maximizing the Power of Your Productivity Journal o Practical Illustration o Module Three: Review Questions

• Module Four: Prioritizing Your Time o The 80/20 Rule o The Urgent/Important Matrix o Being Assertive o Chunk, Block and Tackle o Ready, Fire, Aim!

o Practical Illustration o Module Four: Review Questions

• Module Five: Tackling Procrastination o Why We Procrastinate o Overcoming Procrastination o Eat That Frog!

o S.T.I.N.G o Dealing With Workplace Distractions o Practical Illustration o Module Five: Review Questions

• Module Six: Organizing Your Workspace o De-Clutter o Managing Workflow o Organizing Office Supplies o Dealing With Email o Using Calendars o Practical Illustration o Module Six: Review Questions

• Module Seven: Delegating Made Easy o When to Delegate o To Whom Should You Delegate?

o How Should You Delegate?

o Keeping Control

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02 April 2024 Dunson & Associates 41 o The Importance of Full Acceptance o Practical Illustration o Module Seven: Review Questions

• Module Eight: Setting a Ritual o What is a Ritual?

o Morning Rituals o Nightly Rituals o Example Rituals o Using Rituals to Maximize Time o Practical Illustration o Module Eight: Review Questions

• Module Nine: Meeting Management o Deciding if a Meeting is Necessary o Using the PAT Approach o Building the Agenda o Keeping Things on Track o Making Sure the Meeting Was Worthwhile o Practical Illustration o Module Nine: Review Questions

• Module Ten: Dealing with Time Barriers o Unexpectedly Long Tasks o When Others are Inefficient o Life Events o Fear of Failure o The Power of Positive Thinking o Practical Illustration o Module Ten: Review Questions

• Module Eleven: The Benefits of Good Time Management o Improved Quality of Work o Greater Confidence o Reduced Stress o Increased Career Prospects o Team Collaboration o Practical Illustration o Module Eleven: Review Questions

• Module Twelve: Wrapping Up o Words from the Wise o Review of Parking Lot

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References

ODOT

Name of Reference Company Ohio Department of Transportation (Dunson & Associates, Inc.)

Name of Reference Point of Contact Todd VanKirk, Sourcing Planner Phone Number to Reference 614-466-3209

Address of Reference 1980 W. Broad St.

Columbus, OH 43223

Email of Reference Todd.VanKirk@dot.ohio.gov Type of Services Provided Leadership and Management Training Period of Performance 4/13/2022 – Current

Name of Reference Company Ohio Department of Transportation (Dunson & Associates, Inc.)

Name of Reference Point of Contact Ben Kunzie, ODOT Manager Phone Number to Reference 614-752-9995

Address of Reference 1980 W. Broad St.

Columbus, OH 43223

Email of Reference Ben.kunzie@dot.ohio.gov Type of Services Provided Leadership and Management Training Period of Performance 4/11/2022 - Current

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Trainer Resumes and Credentials Adam Bowman Resume

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Deborah Disbennet Resume

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Debi Ford Resume

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Deborah Disbennet Accreditation

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Debi Ford Accreditation

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Lauren Hunter Resume

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Lauren Hunter Accreditation

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