Leadership & Professional Development 2020 Course Catalog by Working Duke

Start Here LEADERSHIP

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PROFESSIONAL DEVELOPMENT

2020 COURSE CATALOG

D U K E

U N I V E R S I T Y

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U N I V E R S I T Y

H E A L T H

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Getting Started

2020 Course Offerings

Certificates of Excellence

Programs and Academies

Resources

It’s a journey. Take a minute to think about your career. Where do you see yourself in the next three to five years? What professional skills will assist you along the way? How can Learning and Organization Development help you? Why choose Learning and Organization Development? Duke Learning and Organization Development (L&OD) aims to drive strategic learning and development through robust and rigorous solutions, enabling individuals, teams, and organizations to achieve extraordinary results in education, research, and patient care. Our professional development engagements allow employees to continue to stay relevant in their field, be competent in their profession, and grow as leaders in their own learning. We offer courses multiple times a year, allowing flexibility for our learners to find the right course, certificate program, or academy that aligns with their overall career goals and aspirations.

Let’s get started!

Getting Started | 1

Dear Learner, You are about to embark upon an amazing journey! By selecting one of our courses, certificate programs or academies, you will gain the skills and tools youâ&#x20AC;&#x2122;ll need to remain relevant in your field, be competent in your profession, and grow as a leader in your own learning. Many employees rightfully desire to grow professionally in their careers. Duke Learning and Organization Development wants to help you with our various pathways into learning. Our 2020 course catalog contains an overview of each of our professional development opportunities to allow you to select the choice that best fits YOUR needs. All of our learning experiences are designed to provide you with highly engaging challenges to enhance core workplace skills and strengthen operational knowledge and performance. Learning and Organization Development is excited to start this journey with you and assist you along the way, while taking your learning to the next level!

Keisha P. Williams, MPA ASSISTANT VICE PRESIDENT, LEARNING AND ORGANIZATION DEVELOPMENT

2 | Leadership and Professional Development Opportunities

First steps.

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1. Evaluate

Take a moment to think about your current career path. Where do you want your path to lead? Reflect on the skills and knowledge you need to reach your goals.

2. Reflection

What skills/knowledge do I already possess? Where do I see myself in five years? What skills/knowledge will I need to be effective in future roles?

3. Make a Commitment

The time is now! Goal commitment is the key to success. Now that you’ve identified skill and knowledge areas, schedule your learning goals to grow and strengthen your skills.

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4. Accountability! Take Action

Explore this catalog and choose the courses and/or programs that are right for you. When you’re ready, log on to Duke’s Learning Management System (see page 5) to register and enroll.

Getting Started | 3

4 | Leadership and Professional Development Opportunities

How to enroll. Itâ&#x20AC;&#x2122;s important to understand how to use Dukeâ&#x20AC;&#x2122;s Learning Management System - Saba. The Duke Learning Management System (LMS) is a tool that Duke uses to manage employee training. Employees can use the Duke LMS to determine learning needs or requirements, register for courses, launch online content, and view and maintain a transcript.

STEP 1:

Go to https://lms.duhs.duke.edu/Saba/Web/Cloud. Log in with your NETID and PASSWORD. If you need NetID help, email help@oit.duke.edu.

STEP 2:

Click Advanced Search.

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Getting Started | 5

You will need the Course ID number (Ex: LOD-II-2100). Course IDs can be found under the course title in the “Courses” section of the catalog.

STEP 3:

Enter the Course ID and click Search Learning Catalog.

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6 | Leadership and Professional Development Opportunities

Maximum Enrollment Current Enrollment Add 25

Waitlist

L&OD strongly recommends using the waitlist feature in the LMS for two reasons: ✓ If someone drops the class, individuals on the waitlist will be offered the seat in the order in which they registered. The waitlisted person can accept or decline the offer online or by phone. If they decline, the next person on the waitlist will then be contacted. ✓ When there are enough participants on a waitlist, we do our best to schedule another class as soon as possible. Those individuals will be invited to participate in the new offering before it is opened to everyone.

Payment Information

Upon registration, the LMS will send an automated confirmation email prompting you to provide your department’s cost object number (a.k.a. fund code). A personal check or money order made out to “Duke Learning and Organization Development” is also acceptable. Please submit checks inperson at L&OD’s offices located at 402/406 Oregon Street no later than five business days before the offering date.

NOTE: Failure to provide a method of payment at the time of registration does not cancel your enrollment.

If a method of payment is not provided prior to the start of the course, the employee’s default department cost object number will automatically be charged.

Drop/Cancellation and No-Show Policy

The drop period closes three business days before the course date; therefore, if you can no longer attend the registered offering, you must drop the course in the LMS at least four business days before the offering date to avoid a late cancellation fee. For example: If your class is on Wednesday the 17th, the drop period closes on Friday the 12th, making Thursday the 11th the last day that you can drop the course without penalty. Remember to account for any official Duke holidays, and be careful with transitions from one month to the next when figuring out your last drop day. If you do not drop your course before the drop deadline, the course fee will be charged. Emergency drop and cancellation after the drop deadline is at the discretion of L&OD.

Getting Started | 7

Reaching your goals. Let Duke Help.

Duke is committed to providing employees with engaging and effective individual growth and professional development. L&OD supports this commitment with research, curriculum design, and program facilitation of professional development courses designed to provide learning experiences and insight that can be immediately applied in the workplace. Whether you are just beginning your career with Duke University and Health System, have recently taken on new responsibilities, need to learn new skills, or are seeking opportunities to expand the overall depth and breadth of your professional knowledge, L&OD courses can help you achieve your goals.

Continuing Education Units (CEU)

You can obtain Continuing Education Unit (CEU) credits for most Learning and Organization Development courses by meeting the following requirements:

ACCREDITED

✓ Sign the roster at the beginning of the session. ✓ Attend 90% of the session to receive CEU credit.

PROV I DER

✓ Engage fully in classroom activities and satisfactorily complete assignments. ✓ Complete the course evaluation at the end of the offering. Participants are not required to use, bring, or provide any special materials or technological devices for participation in or completion of classroom activities, unless otherwise notified prior to the session. A participant will not receive CEU credit for the course if they fail to sign in and/or attend less than 90% of the class. Each participant will receive a printed certificate at the conclusion of the class after successful completion. After the instructor has marked attendance in the LMS, participants can print a transcript showing all course completions.

Duke University Learning and Organization Development has been approved as an Authorized Provider by the International Association for Continuing Education and Training (IACET). For more information about IACET and which organizations accept IACET CEUs, visit IACET.org. IACET encourages individuals to check with their specific regulatory boards or professional organizations to confirm that the CEUs received from courses taken from IACET Authorized Providers will be accepted. 1760 Old Meadow Road, Suite 500, McLean, VA 22102.

8 | Leadership and Professional Development Opportunities

Consulting Organization Development & Consulting Services

The first step in engaging our services is to contact a member of our team for an initial consultation. If you are not sure what you need, that is okay â&#x20AC;&#x201C; that is why we are here. Our goal is to facilitate organizational transformation, collaborating with you in a way that keeps you engaged in the process and provides you with the knowledge and skills to support ongoing development once we conclude our work together. For more details about any of these services, please visit: hr.duke.edu/training/consulting-organization-development.

Transform Your Whole Organization

Learning and Organization Development (L&OD) focuses on developing, improving, and sustaining organizations and teams. Our experienced practitioners consult with you and assess your needs, and then research, design, deliver, and evaluate learning solutions. Our areas of expertise include strategic planning and implementation, organizational assessments, change management, competency development, team development, performance improvement, and retreat design and facilitation around organizational priorities. STRATEGIC PLANNING & IMPLEMENTATION Gain a deep appreciation for the components of strategic planning and implementation in order to achieve strategic results. Develop leadersâ&#x20AC;&#x2122; knowledge, skills, and behaviors so you can effectively utilize key components of strategic planning for best results: external environment, strategic intent, innovation, business model, processes, organization design, workforce talent, and culture. ORGANIZATIONAL ASSESSMENTS Understand and apply tools such as interviews, focus groups, surveys, and assessments to identify and address key issues and opportunities for improving your team, department, or organization. CHANGE MANAGEMENT Collaborate with teams and organizations to design, develop, and deliver a change management and leadership plan to respond to external or internal changes impacting the team or organization. COMPETENCY DEVELOPMENT Partner with managers to identify required core competencies (knowledge, skills, & behaviors) for individuals to achieve business and organizational goals. Getting Started | 9

MEETING FACILITATION Partner with managers in their planning sessions for important upcoming meetings, and when the stakes are high, we facilitate the session, allowing you to fully participate. CUSTOMIZED WORKSHOPS Adapt open enrollment classes or create new workshops for teams, departments, or entitiesâ&#x20AC;&#x201D;optimizing the time teams are away from work. EXECUTIVE & LEADERSHIP COACHING Organization-wide concerns, as well as individual customer needs, bring significant responsibility. Partner with executives and leaders to ensure success no matter the goal. RETREAT DESIGN & FACILITATION AROUND ORGANIZATIONAL PRIORITIES Partner with managers and teams to achieve objectives and optimize results through designing, facilitation, and evaluating the retreat.

Fees

The initial consultation is provided at no cost to you. If after our consultation you decide to engage our services, our fee is $150 per hour. Rates for facilitation, training and performance improvement initiatives will vary based on contextualization. Although we are a fee-for-service operation, as an internal department serving the greater Duke community, our fees are priced well below market value as compared to external providers offering similar services. In addition, you will benefit from working with professionals who are not only well-versed in the field of Organizational Development and effectiveness, but also familiar with the operation of higher education and health systems. Proposals are valid for 30 days. If not agreed upon and signed within 30 days, the terms of the proposal expire.

L&OD has worked with more than 100 departments and administrative units from across Duke University and Duke University Health System. All services are customized to meet the specific needs of your organization. The first step in engaging our services is to meet with a member of our team to discuss your situation and goals. If you are not sure what you need, that is okay, that is why we are here. We will discuss the challenges or opportunities you have identified and recommend a plan to achieve your goals by utilizing our research-based resources and proven consulting services. Please contact:

Keisha P. Williams, MPA Assistant Vice President Learning and Organization Development (919) 613-7600 keisha.williams@duke.edu 10 | Leadership and Professional Development Opportunities

Spring Courses................................. 14 Fall Courses .......................................17 Professional Development ......... 23 Leadership & Management ........ 43 Technology........................................ 53

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Where to Find Us

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L&OD is located on Duke University’s central campus at 402 and 406 Oregon Street, across the parking lot from the Duke Police Station. Oregon Street is off Erwin Road between Duke Hospital and 9th Street, and off Campus Drive between Anderson Street and Swift Avenue.

Parking & Transportation

Free parking is available in the lot in front of our buildings at 402 and 406 Oregon Street. Overflow parking is available in small lots behind building 402, and on the corner of Alexander and Pace Street. BUSES Duke University “C” buses stop on Campus Drive (5-10 minutes away). During the school year, buses run approximately every 10 minutes.

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L E A R N I N G

O R G A N I Z A T I O N

D E V E L O P M E N T

Courses by Subject Administrative / Clerical Business Writing that Works (online) .............................................................................27 Certified Executive Administrative Professionals (CEAP) Program ..................25 Administrative Assistant of Excellence - Module 1 Administrative Assistant of Excellence - Module 2 Administrative Assistant of Excellence - Module 3 Administrative Assistant of Excellence - Module 4 Executive Assistant of Excellence - Module 5 Executive Assistant of Excellence - Module 6 Executive Assistant of Excellence - Module 7 Executive Assistant of Excellence - Module 8 Fundamentals of Business Writing .................................................................................33 Managing Meetings Effectively .........................................................................................35 Notary Public .............................................................................................................................36 The Art of Making Meetings Work (online) .................................................................40

Coaching Feedforward: Giving & Receiving Critical Performance Information ..............47 Fundamentals of Coaching .................................................................................................47 Leader as Coach .......................................................................................................................49

Behavioral / Cognitive Skills Conflict Resolution ..................................................................................................................28 Critical Thinking Skills: Strategies for Improving ......................................................29 Crucial AccountabilityÂŽ ..........................................................................................................30 Navigating Challenging Personalities: Detect & Defuse Difficult Interactions .....................................................................36 Resilience: Building Skills to Endure Hardship and Prevent Burnout.............39 2020 Courses | 11

L E A R N I N G

O R G A N I Z A T I O N

D E V E L O P M E N T

Communication Skills Communicating with Diplomacy & Tact 1 ....................................................................27 Communicating with Diplomacy & Tact 2 ....................................................................28 Crucial ConversationsÂŽ .........................................................................................................29 Essential Presentation Skills ...............................................................................................33 Personality & Effective Communication .......................................................................37 Storytelling: Advanced Presentation Skills ..................................................................39

Customer Service Customer Service Excellence: Winning Clients and Influencing People ........31

Diversity Implicit Bias & Employment Transactions (Office for Institutional Equity) ..89

Human Resources ADA Building Blocks (Disability Management System) .........................................88 Documenting Employee Performance (Staff & Labor Relations) ....................89 Employment Best Practices (Recruitment & Resource Center) ........................90 HR Certificate Program: Strategic Partners in Business........................................26 Strategic Partners in Business: Program Kick Off Employee Relations Finding the Strategy in HR Analytics: Linking HR to Business Talent Acquisition Talent Development The HR Business Partner Total Rewards Your Career at Duke (Recruitment & Resource Center) .......................................91

Management & Leadership Dimensions of Management for Successful Leaders (Spring only) ................45 Emotional Intelligence: The Emotionally Effective Leader ...................................46 High Performing Teams .......................................................................................................48 Keys to Supervisory Success ..............................................................................................48 Managing from the Middle .................................................................................................49 Moving from Peer to Supervisor ......................................................................................51 SAP Performance Management Best Practices (for DUHS only) .....................51 Situational Leadership II.......................................................................................................52 The Art of Delegation.............................................................................................................45 Transformational Leadership ............................................................................................52

12 | Leadership and Professional Development Opportunities

L E A R N I N G

O R G A N I Z A T I O N

D E V E L O P M E N T

Task & Project Management Managing Multiple Priorities ..............................................................................................35 Project Management Fundamentals ..............................................................................38 Project Management 2: Applied Essentials .................................................................38

Technology Access Level 1 (Introduction) ............................................................................................55 Access Level 2 (Intermediate) ...........................................................................................55 Access Level 3 (Advanced) ..................................................................................................55 Access Boot Camp (Levels 2 & 3) ....................................................................................55 Adobe Acrobat Pro DC (Introduction) ...........................................................................60 Adobe InDesign 1 ....................................................................................................................60 Adobe Photoshop 1 ................................................................................................................60 Excel Formulas & Functions Basics .................................................................................56 Excel Level 1 Introduction ...................................................................................................56 Excel Level 1 New Users .......................................................................................................56 Excel Level 2 - Charts & Graphs ........................................................................................57 Excel Formulas & Functions Intermediate ...................................................................57 Excel Level 2 Intermediate ..................................................................................................57 Excel Level 2 - Pivot Tables..................................................................................................57 Excel Level 3 - Advanced ......................................................................................................58 Outlook Mail & Calendar Basics .......................................................................................58 PowerPoint Level 1 - Introduction ...................................................................................58 PowerPoint Level 2 - Intermediate ..................................................................................58 Word Level 1 - Introduction ................................................................................................59 Word Level 2 - Intermediate ...............................................................................................59 Word Level 3 - Advanced .....................................................................................................59

Training Delivery Designing eLearning Modules ...........................................................................................31 Online Facilitation Skills Training .....................................................................................37 Train the Trainer (T1): The Basics of Training.............................................................40 Train the Trainer (T2): Designing Training ...................................................................41 Train the Trainer (T3): Instructor-Led Training & Platform Skills ......................41

2020 Courses | 13

2020 PROFESSIONAL DEVELOPMENT COURSES

Hello, Spring! (listed by calendar date) MONTH

DATE

COURSE TITLE

JANUARY

CEAP Module 1: Be a Star Achiever

Communicating with Diplomacy & Tact 1

Critical Thinking Skills

Fundamentals of Coaching

Situational Leadership II

Keys to Supervisory Success

Notary Public

Communicating with Diplomacy & Tact 2

Personality & Effective Communication

12*

Fundamentals of Business Writing

Managing Multiple Priorities

17*

Essential Presentation Skills

CEAP Module 2: Star-Achieving Techniques

Customer Service Excellence: Winning Clients and Influencing People

Navigating Challenging Personalities

Emotional Intelligence: The Emotionally Effective Leader

25*

Crucial ConversationsÂŽ

The Art of Delegation

FEBRUARY

14 | Leadership and Professional Development Opportunities

*Indicates a multi-day course MONTH

DATE

COURSE TITLE

MARCH

Managing From the Middle

Train the Trainer 1: The Basics of Training

Conflict Resolution

Feedforward: Giving & Receiving Critical Performance Information

13*

Project Management Fundamentals

Notary Public

Communicating with Diplomacy & Tact 1

CEAP Module 3: Building a Star Partnership

Moving from Peer to Supervisor

24*

Crucial Accountability®

High Performing Teams

Crucial Accountability® (1-day)

Keys to Supervisory Success

Managing Meetings Effectively

Resilience: Building Skills to Endure Hardship and Prevent Burnout

Personality & Effective Communication

Situational Leadership II

Fundamentals of Coaching

Managing Multiple Priorities

15*

Essential Presentation Skills

15*

Dimensions of Management for Successful Leaders (Spring Only)

Train the Trainer 2: Designing Training

CEAP Module 4: Reaching Stardom

Navigating Challenging Personalities

Project Management 2: Applied Essentials

Emotional Intelligence: The Emotionally Effective Leader

Notary Public

Transformational Leadership

Communicating with Diplomacy & Tact 2

Customer Service Excellence: Winning Clients and Influencing People

11*

Leader as Coach

Communicating with Diplomacy & Tact 1

Moving from Peer to Supervisor

19*

Crucial Conversations®

CEAP Module 5: Be a Shining Star

22*

Project Management Fundamentals

Train the Trainer 3: Instructor-Led Training & Platform Skills

Managing from the Middle

APRIL

MAY

2020 Courses | 15

2020 PROFESSIONAL DEVELOPMENT COURSES

MONTH

DATE

COURSE TITLE

JUNE

Storytelling: Advanced Presentation Skills

Emotional Intelligence: The Emotionally Effective Leader

Fundamentals of Business Writing

Fundamentals of Coaching

Notary Public

CEAP Module 6: Give a Stellar Performance

SAP Performance Management (for DUHS only)

16*

Online Facilitation Skills

Keys to Supervisory Success

Feedforward: Giving & Receiving Critical Performance Information

Communicating with Diplomacy & Tact 1

Conflict Resolution

*Indicates a multi-day course

We are here to help you and your team learn, grow and improve!

16 | Leadership and Professional Development Opportunities

2020 PROFESSIONAL DEVELOPMENT COURSES

Hello, Fall! (listed by calendar date) MONTH

DATE

COURSE TITLE

JULY

Personality & Effective Communication

13*

Situational Leadership II

Moving from Peer to Supervisor

CEAP Module 7: Stellar Collaboration

Navigating Challenging Personalities

Communicating with Diplomacy & Tact 1

22*

Essential Presentation Skills

Fundamentals of Coaching

Transformational Leadership

The Art of Delegation

Managing from the Middle

Customer Service Excellence: Winning Clients and Influencing People

Managing Multiple Priorities

Notary Public

Managing Meetings

Communicating with Diplomacy & Tact 1

11*

Crucial ConversationsÂŽ

High Performing Teams

Conflict Resolution

CEAP Module 8: Future Focused Star Performer

Communicating with Diplomacy & Tact 2

21*

Project Management Fundamentals

Train the Trainer 1: Basics of Training

Personality and Effective Communication

Emotional Intelligence: The Emotionally Effective Leader

Fundamentals of Business Writing

Keys to Supervisory Success

Notary Public

14*

Designing eLearning Modules

Feedforward: Giving & Receiving Critical Performance Information

AUGUST

SEPTEMBER

2020 Courses | 17

2020 PROFESSIONAL DEVELOPMENT COURSES

MONTH

OCTOBER

NOVEMBER

DECEMBER

DATE

COURSE TITLE

Moving from Peer to Supervisor

Crucial Accountability® (1 day)

Train the Trainer 2: Designing Training

Communicating with Diplomacy & Tact 1

23*

Essential Presentation Skills

Project Management 2: Applied Essentials

Fundamentals of Coaching

Managing from the Middle

Managing Multiple Priorities

Resilience: Building Skills to Endure Hardship and Prevent Burnout

14*

Situational Leadership II

16*

Project Management Fundamentals

Moving from Peer to Supervisor

19*

Crucial Accountability®

Train the Trainer 3: Instructor-Led Training

Notary Public

Communicating with Diplomacy & Tact 2

Critical Thinking

Navigating Challenging Personalities

Customer Service Excellence: Winning Clients and Influencing People

Keys to Supervisory Success

Leader as Coach

Conflict Resolution

Fundamentals of Business Writing

10*

Crucial Conversations®

Emotional Intelligence: The Emotionally Effective Leader

Communicating with Diplomacy & Tact 1

SAP Performance Management (DUHS only)

Fundamentals of Coaching

Notary Public

Storytelling: Advanced Presentation Skills

Managing Multiple Priorities

*Indicates a multi-day course

18 | Leadership and Professional Development Opportunities

2020 TECHNOLOGY COURSES

Technology Courses (listed by calendar date) MONTH

DATE

COURSE TITLE

JANUARY

Excel Level 1 – New Users

PowerPoint Level 1 – Introduction

Outlook Mail & Calendar Basics

11*

Access Level 1 – Introduction

Excel Level 1 – Introduction

Word Level 1 – Introduction

Excel – Formulas & Functions Basics

Excel Level 2 – Intermediate

Excel Level 1 – Introduction

Excel Level 2 – Pivot Tables

Excel Level 2 – Charts & Graphs

28*

Access Boot Camp

Adobe InDesign – Introduction

12*

Access Level 1 – Introduction

Word Level 2 – Intermediate

Adobe Photoshop – Introduction

Excel - Formulas & Functions Basics

Excel - Formulas & Functions Intermediate

Adobe Acrobat Pro DC – Introduction

PowerPoint Level 2 – Intermediate

Access Level 2 – Intermediate

Excel Level 2 – Pivot Tables

Excel Level 3 – Advanced

17*

Access Level 3 – Advanced

FEBRUARY

MARCH

APRIL

MAY

JUNE

2020 Courses | 19

2020 TECHNOLOGY COURSES

MONTH

DATE

COURSE TITLE

JULY

Excel Level 1 – Introduction

28*

Access Level 1 – Introduction

Outlook Mail & Calendar Basics

Excel Level 2 – Pivot Tables

Excel Level 2 – Charts & Graphs

Excel – Formulas & Functions Basics

Excel Level 2 – Intermediate

Adobe Acrobat Pro DC – Introduction

Adobe Photoshop 1 – Introduction

PowerPoint Level 1 – Introduction

16*

Adobe InDesign Introduction

Excel Level 1 – Introduction

Word Level 2 – Intermediate

Excel – Formulas & Functions Basics

Excel – Formulas & Functions Intermediate

Access Level 1 – Introduction

Excel Level 2 – Pivot Tables

Excel Level 1 – Introduction

27*

Access Boot Camp

Excel Level 2 – Intermediate

11*

Access Level 2 – Intermediate

Word Level 3 – Advanced

Excel Level 3 – Advanced

Access Level 3 – Advanced

AUGUST

SEPTEMBER

OCTOBER

NOVEMBER

DECEMBER

20 | Leadership and Professional Development Opportunities

2020 SPRING

Professional Development & Technology Courses

JANUARY MONDAY

APRIL TUESDAY

WEDNESDAY

THURSDAY

MONDAY

FRIDAY

---------------------------------+---------------------------------·---------------------------------·---------------------------------+--------------------------------'' 21 '' 24 20 22 23 ' ' ---------------------------------+--------------------------------,---------------------------------.---------------------------------+--------------------------------I

' I I I I I I I

CEAP Module 1: Be A Star Achiever

Comm. w/ Diplomacy & Tact 1

I I I I I I I I

Excel Level 1 New Users

Critical Thinking Skills

I I I I I I I I

I I I I I I I I I I I I

PowerPoint Level 1 Introduction

TUESDAY

Fundamentals of Coaching

I I I I I I I I I I I I

WEDNESDAY

Situational Leadership II* (2 days)

Outlook Mail & Calendar Basics

I I I I I I I I

FRIDAY

MONDAY

TUESDAY

WEDNESDAY

THURSDAY

FRIDAY

THURSDAY I I I I I I I I

8 Managing Meetings Effectively

Personality & Effective Communication

Resilience

Excel 2 - Pivot Tables

14 Fundamentals of Coaching

I I I I I I I I

15 Managing Multiple Priorities

Keys to Supervisory Success

Comm. w/ Diplomacy & Tact 2

Notary Public"

Personality & Effective Comm.

Fund. of Business Writing* (2 days)

20 T2: Designing Training

Essential Presentation Skills* (2 half days)

CEAP Module 2: Star Achieving Techniques

Customer Service Excellence

I I I I I I I I I I I I I I I I

Excel Level 1 Introduction

I I I I I I I I I I I I I I I I

Navigating Challenging Personalities

Emotional Intelligence

I I I I I I I I I I I I I I I I

22 CEAP Module 4: Reaching Stardom

Emotional Intelligence

The Art of Delegation

Crucial Conversations®* (2 days)

MARCH

TUESDAY

WEDNESDAY

THURSDAY

FRIDAY

Managing from the Middle 10

T1: Basics of Training 11

Conflict Resolution

17 Notary Public

Notary Public

Moving from Peer to Supervisor 30 High Performing Teams

Excel Level 2 Pivot Tables 17

CEAP Module 6: Give a Stellar Performance

Keys to Supervisory Success Access Level 3 Advanced (2 days)

SAP Perf. Management (DUHS only)

12 Excel Level 3 Advanced

Feedforward: Giving & Receiving Critical Performance Information

Online Facilitation Skills* (2 days) 30

Comm. w/ Diplomacy & Tact 2

23 Comm. w/ Diplomacy & Tact 1

Conflict Resolution

Access Boot Camp* (3 days)

Notes:

MAY MONDAY

TUESDAY

WEDNESDAY

THURSDAY

FRIDAY

Comm. w/ Diplomacy & Tact 1

Word Level 1 Introduction 12

Feedforward

·· · · · · · · · · · · · · · · · · · · · J · · · · · · · · · · · · · · · · · · · · · · · · · · · · · Adobe InDesign Introduction* (2 days)

Proj. Management Fund.* (2 half days) 20

Leader as Coach* (2 days)

13 Excel Formulas & Functions Basics

Customer Service Excellence

Comm. w/ Diplomacy & Tact 1 18

24 Crucial Accountability* (2 days)

31 Crucial Accountability® (1 Day)

Moving from Peer to Supervisor

22 Excel Formulas & Functions Basics

Proj. Management Fund. (2 half days)”

Excel Formulas & Functions Intermediate

CEAP Module 5: Be a Shining Star

Word Level 2 Intermediate

Crucial Conversations®* (2 days)

CEAP Module 3: Build a Star Partnership

Access Level 2 Intermediate* (2 days)

Excel Level 2 Intermediate 23

11 Fund. of Coaching

-------------------------------- -------------------------------- -------------------------------- -------------------------------- -------------------------------

MONDAY

Notary Public

29 Transformational Leadership

Access Level 2 Intermediate* (2 days)

Fund. of Business Writing* (1.5 days)

---------------------------------·---------------------------------·---------------------------------·---------------------------------·---------------------------------, 24

Project Management: Applied Essentials

Navigating Challenging Personalities

17 18 19 20 21 ---------------------------------.---------------------------------.---------------------------------.---------------------------------.---------------------------------, I I I I I I I I I I I I I I I I

Managing Multiple Priorities

Access Level 1 Introduction* (2 days)

Situational Leadership II* (2 days)

Essential Pres. Skills* (2 half days)

Emotional Intelligence

Dimensions of Management* (2 days)

---------------------------------·---------------------------------·---------------------------------·---------------------------------·---------------------------------, 10

Excel 2 - Charts & Graphs

FRIDAY I I I I I I I I

Storytelling: Adv. Presentation Skills* (2 days)

Excel Level 1 - Intro 6

I I I I I I I I I I I I

3 4 5 6 7 ---------------------------------.---------------------------------.---------------------------------.---------------------------------.---------------------------------, I I I I I I I I

THURSDAY 2

Keys to Supervisory Success

FEBRUARY MONDAY

WEDNESDAY 1

I I I I I I I I

---------------------------------+---------------------------------·---------------------------------·---------------------------------+--------------------------------27 29 30 ''' 28 ''' 31 --------------------------------+---------------------------------.---------------------------------.---------------------------------+--------------------------------I I I I I I I I I I I I

JUNE

Adobe PhotoShop Introduction* (2 days) 25

27 T3: InstructorLed Training

Adobe Acrobat Pro DC - Introduction

28 PowerPoint Level 2 Intermediate

29 Managing from the Middle

*Indicates a multi-day course. Please check the course information page for more details.

2020 Courses | 21

2020 FALL

Professional Development & Technology Courses

JULY

SEPTEMBER

MONDAY

TUESDAY

WEDNESDAY

THURSDAY

FRIDAY

MONDAY

NOVEMBER TUESDAY

WEDNESDAY

THURSDAY

FRIDAY

MONDAY

TUESDAY

WEDNESDAY

THURSDAY

FRIDAY

Personality & Effective Communication

Personality & Effective Communication 16

Moving from Peer to Supervisor

CEAP Module 7: Stellar Collaboration

Comm. w/ Diplomacy & Tact 1

Navigating Challenging Personalities

Essential Pres. Skills* (2 half days)

28 Transformational Leadership

Designing eLearning Modules* (2 days)

Fund. of Coaching

The Art of Delegation

Customer Service Excellence

Managing from the Middle

Managing Multiple Priorities

Excel Level 2 Intermediate

Notary Public 9

Adobe Photoshop Intro (2 days) 17 Feedforward

Comm. w/ Diplomacy & Tact 1

25 Excel Level 1 Introduction

Proj. Management: Applied Essentials

Essential Pres. Skills* (2 half days)

THURSDAY

FRIDAY

Notary Public

MONDAY

WEDNESDAY

THURSDAY

FRIDAY

8 Notary Public

TUESDAY

WEDNESDAY

THURSDAY

FRIDAY

Managing Meetings Outlook Mail & Calendar Basics

Access Level 1 Introduction* (2 days)

Comm. w/ Diplomacy & Tact 1

Crucial Conversations速* (2 days)

CEAP Module 8: Future Focused Star Performer 25

Storytelling* (2 days)

19 20

21 Proj. Management Fund.* (2 half days)

-------------------------------- -------------------------------- -------------------------------- -------------------------------- --------------------------------

Excel Formulas & Functions Basics

Excel Level 2 Intermediate

27 Notary Public

Access Level 3 Advanced

18 Managing Multiple Priorities

Notes:

16 Proj. Management Fund.* (2 half days)

T3: Instructor-Led Training

Comm. w/ Diplomacy & Tact 2 Critical Thinking

Crucial Accountability速* (2 days) 26

T1: Basics of Training

Situational Leadership II* (2 days)

Excel Level 1 Introduction

Moving from Peer to Supervisor

111111111111111111111111111111111 h1111111111111111111111111111111 h1111111111111111111111111111111 i11111111111111111111111111111111 i111111111111111111111111111111111

Excel Level 2 Pivot Tables

Comm. w/ Diplomacy & Tact 2

Managing Multiple Priorities

14 Resilience

Excel Level 2 Pivot Tables

19 Conflict Resolution

Excel Level 2 Charts & Graphs

Fund. of Coaching

Excel Level 3 Advanced

Managing from the Middle

TUESDAY SAP Perf. Management (DUHS only)

Excel Formulas & Functions Intermediate

Excel Formulas & Functions Basics

MONDAY

12 11

Emotional Intelligence

DECEMBER

OCTOBER WEDNESDAY

Access Level 2 Intermediate* (2 days)

Word Level 3 Advanced

30 Word Level 2 Intermediate

11 Crucial Conversations速* (2 days)

Moving from Peer to Supervisor

Adobe InDesign Intro* (2 days) 23

Keys to Supervisory Success

Fund. of Coaching

TUESDAY

Fund. Of Business Writing* (1.5 days)

T2: Designing Training

MONDAY

High Performing Teams

Conflict Resolution

Crucial Accountability速 (1 Day)

AUGUST

Adobe Acrobat Pro DC - Introduction

PowerPoint Level 1 Introduction

Access Level 1 Introduction* (2 days)

Leader as Coach* (2 days)

Excel Level 1 Introduction 27

Keys to Supervisory Success

Fund. Of Business Writing* (1.5 days)

Situational Leadership II* (2 days) 20

Emotional Intelligence

Navigating Challenging Personalities

Customer Service Excellence

Access Boot Camp* (3 days)

lIIll IIllIllIIll Ill Ill Ill Ill Ill III11111111111111111111111111111111 IIllIIll Ill IIllIIll II Ill Ill Ill Ill 11111111111111111111111111111111 I111111111111111111111111111111111 *Indicates a multi-day course. Please check the course information page for more details.

22 | Leadership and Professional Development Opportunities

2020 COURSE OFFERINGS IN

Professional Development (listed alphabetically)

See page 5 for instructions on how to enroll for any of the courses in this section. 2020 Courses | 23

WHO’s WHO? Meet your facilitators!

Keisha Williams

AVP LEARNING & ORGANIZATION DEVELOPMENT

Why is it important to have a learning structure in place at an organization? Learning is an investment that should be made for everyone regardless of position, title, or advancement. In Duke Learning and Organization Development we created a staircase of learning that offers educational opportunities to our workforce at all levels. Offering this structure is important to create consistency in the way we grow our employees and allows everyone to have freedom and see the ability to grow in their own journey of learning.

How do you know what learning is needed for the organization? We perform a needs assessment to query what employees feel are their gaps or where they need development. We also query supervisors, managers and senior leaders to better understand what is needed in today’s workforce. To further support our assessment, we take a look across our peer institutions to see what’s trending for skill sets needed for our future workforce. All of the data is pulled together to assist in the development, design, and deployment of our learning modules annually.

Best advice that you would give to someone looking to explore learning opportunities? Become comfortable seeking developmental feedback. Know that you will always be the leader of your own learning journey, do not look for others to designate a map for you. Be intentional about what you are building for, i.e. skill gaps, performance, behavior, etc. Have conversations with your supervisor/manager regarding your professional development and opportunities to stretch and grow in your learning journey.

24 | Leadership and Professional Development Opportunities

PORTABLE • NATIONALLY RECOGNIZED CERTIFIED

EXECUTIVE

ADMINISTRATIVE

PROGRAM

(CEAP DESIGNATION)

Certified Executive Administrative Professional Certificate Program OFFERED:

Spring 2020 January 21 ..........................Room 109 February 18........................Room 109 March 18 ............................Room 103 April 21 ...............................Room 109 May 19................................Room 109 June 16................................Room 109

Course ID:

Fall 2020 July 21 .................................Room 109 August 18 ...........................Room 109

Overview To obtain the certificate, participants must complete: ✓ All eight modules. ✓ A Competency Checklist. ✓ The designation application at the conclusion of the program. After achieving CEAP designation, participants can join the national CEAP Network described on page 64. This interactive workshop includes lecture, handouts, skills demonstration and practice, case studies, and guided small and large group discussion to reinforce learning.

LOD-I-CEAP Instructor-Led:

Gina Rogers Duration: 8 Days Attendance on all days is required. Location:

402/402 Oregon Street Time:

8:30am – 4:30pm (Each Session) Cost:

$150.00 (Each Session) Total Program CEU Credits: 4.8 Registration into the cohort will secure a seat for all eight sessions.

At the conclusion of the CEAP certificate program, participants will be able to: ✓ Identify challenging personalities and use communication strategies to work more effectively with individuals at all levels within and outside of the organization. ✓ Demonstrate their ability to improve performance in six identified competencies/skillsets that are agreed upon by the leader and the administrative professional. ✓ Develop a strategy for career growth.

2020 Courses | 25

PORTABLE • NATIONALLY RECOGNIZED HR CERTIFICATE PROGRAM STRATEGIC PARTNERS IN BUSINESS

HR Strategic Partner Certificate of Excellence Time:

8:30am – 4:30pm Instructor-Led:

Keisha Williams

PREREQUISITE: Participants must currently work in an HR department in any of the entities throughout Duke University and Health System. Interested participants who do not currently work in HR must receive approval from their HR department before registering.

Duration:

3 Core Days Location:

402 Oregon St. Time:

8:30am - 4:30pm

This certificate program helps to define what it means to be a Strategic HR Business Partner. Participants will develop new capabilities, gain confidence through the program’s emphasis on learning by doing and practicing skills in real time, and cultivate the mindset needed to think and act strategically.

Total Program Cost:

$1,050.00 HR HRCI Credits: 11 Registration into the cohort will secure a seat for all three core sessions.

Electives are for participants in the HR Certificate Program only. Participants will have the opportunity to take a deep dive into specific areas of HR during the fall 2020 semester. The HR specialty presentations will explore best practices in the field, in addition to Duke specific practices.

REGISTRATION: Send an email to: mekeisha.williams@duke.edu.

Certificate Electives TOTAL REWARDS COURSE ID: LOD-II-2430 Time: 8:30am – 4:30pm Participants will explore the consultative/business partnership approach to compensation that is vital to workforce understanding of how this component aligns with the mission and vision of Duke’s senior leadership. TALENT ACQUISITION COURSE ID: LOD-II-2440 Time: 8:30am – 4:30pm Participants will learn best practices in talent acquisition by exploring the recruitment life cycle, and will identify ways to effectively use this life cycle to meet business goals and support organizational culture. The Office for Institutional Equity (OIE) will present best practices with regards to affirmative action. TALENT DEVELOPMENT COURSE ID: LOD-II-2450 Time: 8:30am – 4:30pm Participants will identify the components of a comprehensive talent development program. This includes discussion around building an endto-end talent development framework that serves as a programmatic roadmap for how to attract, retain, and build talent. EMPLOYEE RELATIONS COURSE ID: LOD-II-2460 Time: 8:30am – 4:30pm Participants will explore ways to foster an environment where employees thrive and discuss ways to support the organization’s culture and enhance the working relationship that exists between the organization and its workforce. A guest speaker will also join the discussion to address legal issues surrounding employee relations.

26 | Leadership and Professional Development Opportunities

2020 COURSE OFFERINGS IN

Professional Development Business Writing That Works In business writing, the language is concrete, the point of view is clear, and the points are well expressed. Good writing is hard work, and even the best writers get discouraged, however, with practice you can feel more confident about your own writing. This web-based training will give you the tools to become a better writer.

Course ID:

LOD-I-ONLINE101 Web-Based Module:

Duke LMS Duration:

Self-Paced At the end of this web-based training, participants will: ✓ Learn the value of good written communication. ✓ Learn how to write and proofread your work so it is clear, concise, complete and correct. ✓ Understand the proper format for memos, letters and e-mails.

Time:

Approx. 45 minutes Cost: FREE

Communicating with Diplomacy & Tact 1 OFFERED:

Spring 2020 January 28 ..........................Room 109 March 17 ............................Room 109 May 11................................Room 109 June 23................................Room 109

Course ID:

Fall 2020 July 22 .................................Room 109 August 10 ...........................Room 109 September 23....................Room 109 November 16.....................Room 109

LOD-II-1010 Instructor-Led:

Donald Shortslef Duration:

One Day Time:

Effective communication is a fundamental ingredient for sustaining relationships and creating results in today’s workplace. Experts agree that successful workers tend to have excellent communication skills. Learn how to become more polished and persuasive in expressing your opinions, thoughts, and ideas.

8:30am – 4:30pm LOCATION:

402 Oregon Street Cost: $150.00 CEU Credits: 0.6

At the conclusion of this course, participants will be able to: ✓ Identify the impact of verbal and nonverbal communication. ✓ Compare the difference between assertive and aggressive communication. ✓ Explain the three components of diplomatic and tactful communication.

2020 Courses | 27

Communicating with Diplomacy & Tact 2 (Advanced) Course ID: LOD-II-1020 Instructor-Led: Donald Shortslef Duration: One Day Location: 406 Oregon Street Time: 8:30am – 4:30pm Cost: $150.00 CEU Credits: 0.6

OFFERED:

Spring 2020 February 11........................Room 103 April 29 ...............................Room 103

Fall 2020 August 19 ...........................Room 103 October 27 .........................Room 103

PREREQUISITE: Communicating with Diplomacy & Tact 1 Research shows that the most effective communication techniques can influence others at all levels. Building from the concepts of Communicating with Diplomacy & Tact I, learn advanced skills that utilize emotional intelligence, social intelligence, the art of influence, and techniques for handling difficult conversations. At the conclusion of this course, participants will be able to: ✓ Recall five areas of Emotional Intelligence. ✓ Self-assess levels of empathy and interconnectedness with others. ✓ Practice advanced techniques for handling difficult conversations at work.

Conflict Resolution Course ID: LOD-II-1030 Instructor-Led: Donald Shortslef Duration: One Day Location: 402/406 Oregon Street Time: 8:30am – 4:30pm Cost: $170.00 CEU Credits: 0.6

OFFERED:

Spring 2020 March 10 ............................Room 109 June 24................................Room 109

Fall 2020 August 18 ...........................Room 103 November 3.......................Room 109

Since conflicts are inevitable, learning to deal with them in a healthy, respectful, and positive way is crucial. Successfully managing conflict ultimately strengthens the bonds between people, helping maintain and enhance your relationships. ASSESSMENT: This course uses the Thomas-Kilmann Conflict Mode Instrument (TKI) assessment. Participants will be dropped from the course if the assessment is not completed within 7 business days of the class start date. At the conclusion of this course, participants will be able to: ✓ Define the meaning and causes of conflict. ✓ Demonstrate the five modes of conflict resolution. ✓ Evaluate ways to minimize each mode’s negative effects.

28 | Leadership and Professional Development Opportunities

Critical Thinking Skills: Strategies for Improving Critical Thinking in the Workplace OFFERED:

Spring 2020 January 29 ..........................Room 109

Fall 2020 October 27 .........................Room 109

Critical thinking is something everyone does in their professional and personal lives. Almost all of your everyday activities require you to seek information, analyze and assess the alternatives, and reach some conclusion. The challenge to critical thinking is being able to reality-test every situation and apply the appropriate strategy to the appropriate situation.

Course ID: LOD-II-1041 Instructor-Led: Gina Rogers Duration: One Day Location: 402 Oregon Street Time: 8:30am – 4:30pm Cost: $150.00 CEU Credits: 0.6

At the conclusion of this course, participants will be able to: ✓ Identify habits that create barriers to critical thinking. ✓ Demonstrate the three steps to the critical thinking process. ✓ Appraise situations to identify gaps in critical thinking.

Crucial Conversations®

Tools for Talking When Stakes are High OFFERED:

Spring 2020 February 25 - 26 ................Room 103 May 19 - 20 ........................Room 103

Fall 2020 August 11 - 12....................Room 109 November 10 - 11 .............Room 109

We all face tense situations where saying the right thing is crucial. Whether you are approaching a supervisor who is breaking their own policies, critiquing a colleague’s work, or talking to a team member who isn’t keeping commitments, keeping the conversation productive can be very difficult. This course infuses 14 hours of classroom time with more than 60 original video clips of “before and after” situations. Enjoy video-based instruction from the authors of Crucial Conversations®: Tools for Talking When Stakes are High. Engage in extensive in-class practice, group participation, and personal reflection as you explore and master these crucial skills.

■

Course ID: LOD-II-1001 Instructor-Led: Donald Shortslef or Joy Birmingham Duration: Two Days. Attendance on both days is required. Location: 402/406 Oregon Street Time: 8:30am – 4:30pm Cost: $600.00 CEU Credits: 1.2

At the conclusion of this course, participants will be able to: ✓ Recall the eight steps of a crucial conversation. ✓ Apply the conversation model to speak persuasively, not abrasively. ✓ Devise a script to resolve individual and group disagreements.

2020 Courses | 29

Crucial Accountability® OFFERED:

Spring 2020 March 24 - 25.....................Room 103 Course ID: LOD-II-1200 Instructor-Led: Donald Shortslef Duration: Two Days Attendance on both days is required Location: 406 Oregon Street Time: 8:30am – 4:30pm Cost: $600.00 CEU Credits: 1.2

Fall 2020 October 19 - 20..................Room 103

This two-day course teaches a straightforward, step-by-step process for identifying and resolving performance gaps, strengthening accountability, eliminating inconsistency, and reducing resentment. This interactive workshop uses lecture, video, group discussion, skill practice, and real-life application to make the course both entertaining and engaging, and offers strategies to resolve situations and make decisions that lead to an effective conclusion. At the conclusion of this course, participants will be able to: ✓ Identify and resolve performance gaps. ✓ Demonstrate performance discussions with employees and peers that lead to improved relationships, efficiency, safety and retention.

Crucial Accountability® (One Day) OFFERED:

Spring 2020 March 31 ............................Room 109 Course ID: LOD-II-1200A Location: 402 Oregon Street Time: 8:30am – 4:30pm Cost: $400.00 CEU Credits: 0.6

Fall 2020 September 22....................Room 109

PREREQUISITE: Crucial Conversations®, see p. 29 This one-day course teaches a straightforward, step-by-step process for identifying and resolving performance gaps, strengthening accountability, eliminating inconsistency, and reducing resentment. This interactive workshop uses lecture, video, group discussion, skill practice, and real-life application to make the course both entertaining and engaging, and offers strategies to resolve situations and make decisions that lead to an effective conclusion. At the conclusion of this course, participants will be able to: ✓ Identify and resolve performance gaps. ✓ Demonstrate performance discussions with employees and peers that lead to improved relationships, efficiency, safety and retention.

30 | Leadership and Professional Development Opportunities

Customer Service Excellence: Winning Clients and Influencing People OFFERED:

Spring 2020 February 19........................Room 109 May 5 ..................................Room 109

Fall 2020 July 29 .................................Room 109 October 30 .........................Room 103

This interactive workshop includes lecture, role play, skills practice, guided large and small group discussions, and video clips to reinforce the learning. At the conclusion of this course, participants will be able to: ✓ Identify levels of service. ✓ Detect and defuse emotionally charged situations with customers. ✓ Demonstrate the six steps of excellence customer service and service recovery.

Course ID: LOD-II-1051 Instructor-Led: Donald Shortslef Duration: One Day Location: 402/406 Oregon Street Time: 8:30am – 4:30pm Cost: $150.00 CEU Credits: 0.6

Designing eLearning Modules OFFERED:

Fall 2020

September 14 & 21..……Room 103

This course provides an introduction to developing instructional materials that meet the learning objectives and needs of the audience. At the conclusion of this course, participants will be able to: ✓ Review best practices of effective instructional design. ✓ Identify learning technologies and how they are used to deliver online training/learning. ✓ Use needs analysis and subject matter experts to design instructional materials. ✓ Apply different conversion strategies based on previous content format. ✓ Create a short eLearning module.

Course ID: LOD-II-1060 Instructor-Led: Joy Birmingham Duration: Two Days Attendance on both days is required. Location: 406 Oregon Street Time: 8:30am – 4:30pm Cost: $300.00 CEU Credits: 1.2

2020 Courses | 31

WHO’s WHO? Meet your facilitators! Donald Shortslef SENIOR PRACTITIONER

What is Crucial Conversations training and how has it impacted individuals in the workplace? Crucial Conversations teaches skills needed to have open and honest dialogue that results in alignment and agreement when facing opposing opinions, strong emotions, and high stakes. People in the workplace who have open/honest dialogue are more productive, communicate more clearly, and have greater self-confidence. Knowing these skills prevents misunderstandings that lead to avoidance and/ or resentment. People who have attended this class tell me how it has improved their relationships and communication with their peers and their managers.

What is the most attended course that you teach? Why do you think there is a great need for this class? Communicating with Diplomacy & Tact 1 continues to be one of the most attended classes that I facilitate. As important as it is to get the work done, it is equally important how the work gets done. Without effective communication skills, we miss out on a lot of information, and we can impact others in negative ways even when we don’t intend to. Learning basic communications skills such as active listening, and being aware of our body language can make a huge difference in how effective we are with people in the workplace.

Discuss the need to create the course on Navigating Challenging Personalities: Detect and Defuse Difficult Interactions. This class came about as a request from several participants of other classes we teach at L&OD. We all encounter “challenging personalities” from time to time. Learning some skills of how to meet these challenges is very important to people in the workplace. The first step though, is to take a look at ourselves and ask, “Is it really them, or is it me? Or a combination of both?” It is easier to change my response than it is to try and change someone else. These skills are practical and can be applied to situations in the workplace as well as at home.

32 | Leadership and Professional Development Opportunities

Essential Presentation Skills OFFERED:

Spring 2020 February 17 & 24...............Room 103 April 15 & 22 ......................Room 103

Course ID:

Fall 2020 July 22 & 29 ........................Room 103 September 23 & 30 ...........Room 103

This hands-on workshop includes lecture, handouts to apply the learning from a procedure demonstration, skills practice, and guided paired and large group discussions to reinforce the learning. Participants must use additional time between Day 1 & Day 2 to finish creating their 10-minute presentation and to practice for Day 2. At the conclusion of this course, participants will be able to: ✓ Deliver a 10-minute presentation. ✓ Plan a presentation using the seven-step model. ✓ Illustrate the verbal and nonverbal skills required for holding an audience’s attention. ✓ Apply ways of reducing presentation anxiety and improve presentation delivery.

LOD-II-1070 Instructor-Led: Joy Birmingham Duration: Two Half Days. Attendance on both days is required. Location: 406 Oregon Street Time: 8:30am – noon Cost: $150.00 CEU Credits: 0.6

Fundamentals of Business Writing OFFERED:

Spring 2020 February 12 - 13 ....................Lab 101 June 9 - 10 ..............................Lab 101

Course ID:

Fall 2020 September 8 - 9.....................Lab 101 November 4 - 5......................Lab 101

LOD-II-1080 Instructor-Led:

Donald Shortslef Duration: 1.5 Days

This one and a half day session begins with a review of writing basics, explores the pitfalls and traps of business writing, and gives you practice writing clearly and persuasively. By the end of the course you will be better prepared to write a clear, concise business letter, memo, email, or report.

Attendance on both days is required. Location:

406 Oregon Street Day 1 Time:

At the conclusion of this course, participants will be able to: ✓ Discover and correct common grammar and spelling errors. ✓ Develop a message and communicate it clearly. ✓ Identify common interpersonal communication errors so that they may be avoided.

8:30am – 4:30pm Day 2 Time:

8:30am – noon Cost: $225.00 CEU Credits: 0.9

2020 Courses | 33

WHO’s WHO? Meet your facilitators!

Abaina Farrell SENIOR PRACTICE PARTNER

What do you like most about building eLearning modules at Duke? Admittedly, part of the attraction of working on eLearning projects is the ability to work on a variety of projects and learn about the different organizational units that exist here at Duke. The beauty of being an instructional designer is that you aren’t limited to being a subject matter expert in any one area; therefore, it fosters a learning environment for all team players. All eLearning modules are different! Each assignment gives me the ability to tap into and build on different instructional design skills that are required to deliver the product that is best for the line of business. It’s a job that is never the same, and that’s a massive benefit.

What is the importance of project management in your professional career? Project management is not just a job, it’s a life skill. You can use a project plan for pretty much anything, both personally and professionally. When you have project management skills, I think you become more organized, more structured in the way you approach tasks and more able to take on responsibility for coordinating with groups. From the outside, a role in project management looks like telling everyone else what to do; that’s part of it, but it is by far more about relationship building and teamwork. Project management is about the planning, delegating, monitoring & control of all aspects of a project, and the motivation of those involved, to meet the objectives within the expected performance targets. It’s about collaboration and teamwork, setting and achieving goals, and providing an outcome that not only meets, but exceeds the needs and expectations of the customer!

34 | Leadership and Professional Development Opportunities

Managing Meetings Effectively OFFERED:

Spring 2020 April 7 .................................Room 103

Fall 2020 August 5 .............................Room 109

Planning and conducting productive meetings are essential skills for every employee to master. Whether you are charged with planning, facilitating, participating in, or simply attending meetings, learning these time-saving and meeting management best practices will ensure that time spent is productive and efficient. Participants in this workshop will learn the keys to ensuring that meetings are well-organized and effectively facilitated. At the conclusion of this course, participants will be able to: ✓ Demonstrate proven meeting planning and preparation techniques. ✓ Develop and practice effective meeting facilitation, participation, and control techniques. ✓ Identify best practices regarding required documentation.

Course ID: LOD-II-1090 Instructor-Led: Donald Shortslef Duration: ½ Day Location: 402/406 Oregon Street Time: 8:30am – noon Cost: $75.00 CEU Credits: 0.3

Managing Multiple Priorities OFFERED:

Spring 2020 February 12........................Room 109 April 14 ...............................Room 109

Fall 2020 July 30 .................................Room 109 October 7 ...........................Room 109 December 17 .....................Room 109

Improve your ability to manage competing demands for your attention and effort. Discover practical tools for meeting your goals in today’s ever-changing work environment. Gain and enhance skills for mastering expanding workloads and tight timelines and for managing increasing uncertainty.

Course ID: LOD-II-1100 Instructor-Led: Joy Birmingham Duration: One Day Location: 402 Oregon Street Time: 8:30am – 4:30pm Cost: $150.00 CEU Credits: 0.6

PRE-WORK: The facilitator will send required pre-work to registered participants. Pre-work must be completed one week prior to the course. At the conclusion of this course, participants will be able to: ✓ Practice prioritizing work responsibilities and maintaining focus throughout the day. ✓ Develop communication techniques to get vital information for determining priorities. ✓ Implement planning tools that help meet the competing demands of supervisors, coworkers, and customers. ✓ Prepare an action plan with steps to employ new time and priority management skills.

2020 Courses | 35

Navigating Challenging Personalities Course ID: LOD-II-1210 Instructor-Led: Donald Shortslef Duration: One Day Location: 402/406 Oregon Street Time: 8:30am – 4:30pm Cost: $150.00 CEU Credits: 0.6

OFFERED:

Spring 2020 February 20........................Room 109 April 21 ...............................Room 103

Fall 2020 July 21 .................................Room 109 October 28 .........................Room 109

In every workplace, you’re likely to encounter some challenging personalities. The first step in dealing with a possible conflict situation is to determine if and how you might be contributing to the situation. This course will identify four types of conflict, how to defuse emotionally charged situations, and how to identify and deal with negative behaviors. At the conclusion of this course, participants will be able to: ✓ Self-assess negative thinking and negative emotions. ✓ Detect and defuse emotionally charged situations. ✓ Identify and practice strategies for dealing with challenging behaviors.

Notary Public Course ID: LOD-II-1120 Instructor-Led: Durham Tech Duration: One Day Location: 406 Oregon Street Time: 9:00am – 5:00pm Cost: $150.00

OFFERED:

Spring 2020 February 10........................Room 103 March 16 ........................... Room 103 April 27 ...............................Room 103 June 15................................Room 103

Fall 2020 August 3 .............................Room 103 September 11....................Room 103 October 26 .........................Room 103 December 7 .......................Room 103

This workshop prepares the participant to be commissioned as a Notary Public for the State of North Carolina and fulfills the mandatory classroom instruction requirement. The textbook is included at no extra charge. REQUIREMENT: Please bring a government-issued photo ID with you—federal or State of North Carolina. At the conclusion of this course, participants will be able to: ✓ Describe the history, powers and limitations, purpose, and process of becoming a Notary Public. ✓ Explain how to take acknowledgments (certify signatures). ✓ Outline steps to take proofs of execution. ✓ Practice administering oaths. ✓ Identify the process for taking affidavits.

36 | Leadership and Professional Development Opportunities

Online Facilitation Skills Training OFFERED:

Spring 2020

June 16 & 23…..…….….….Room 103

PREREQUISITE: Train the Trainer 1: The Basics of Training Learning doesn’t always have to take place in a classroom – a great deal of teaching and learning is done over the Internet. Learning happens when the participants are actively engaged in the material and the interaction. Over the course of two days, participants will explore best practices for creating interesting, engaging, and effective live training online. Using a team approach, you will get hands on experience in all aspects of writing, facilitating, and producing online learning.

Course ID: LOD-II-1130 Instructor-Led: Joy Birmingham Duration: Two Days Attendance on both days is required. Location: 406 Oregon Street Time: 8:30am – 4:30pm Cost: $300.00 CEU Credits: 1.2

At the conclusion of this course, participants will be able to: ✓ Compare online learning and instructor led training design requirements. ✓ Create and facilitate a 30 minute module for effective online training. ✓ Incorporate online facilitation skills that require the participation of every learner.

Personality & Effective Communication OFFERED:

Spring 2020 February 11........................Room 109 April 8 .................................Room 109

Fall 2020 July 8 ...................................Room 109 September 1 ..................... Room 109

Using social capital as a focusing concept, the class highlights the importance of communication for building positive and productive working relationships. ASSESSMENT: This course will use the Myers-Briggs Type Indicator® (MBTI®) personality assessment. The instructor will send participants a link to this assessment two weeks before the class. All participants must complete the assessment ONE WEEK before the actual course. Any participant who misses this deadline will have to register for a future class.

Course ID: LOD-II-1140 Instructor-Led: Gina Rogers or Joy Birmingham Duration: ½ Day Attendance on both days is required. Location: 402 Oregon Street Time: 8:30am – noon Cost: $130.00 CEU Credits: 0.3

At the conclusion of this course, participants will be able to: ✓ Self-assess your current communication style. ✓ Increase your understanding of differences in communication styles. ✓ Develop greater awareness of the impact of personality type when communicating. ✓ Identify where you may need to adjust your communication style to maximize your impact. 2020 Courses | 37

Project Management Fundamentals Course ID: LOD-II-1150 Instructor-Led: Abby Farrell Duration: Two ½ Days Attendance on both days is required. Time: 8:30am – noon Location: 402 Oregon Street Cost: $150.00 CEU Credits: 0.6

OFFERED:

Spring 2020 March 13 & 20 ...................Room 109 May 22 & 29.......................Room 109

Fall 2020 August 21 & 28 ..................Room 109 October 16 & 23 ................Room 109

RECOMMENDATION: Participants seeking assistance with time and task management are encouraged to take Managing Multiple Priorities first, as these topics will not be addressed in this course. Projects are all around us. Virtually every organization runs projects, either formally or informally. We are engaged in projects at home and at work. This is an introductory course on the key concepts of planning and executing projects. Learners will be exposed to project management methodologies and consider the challenges of various types of projects. At the conclusion of this course, participants will be able to: ✓ Learn how to plan, analyze and manage projects. ✓ Determine the project manager’s role in each phase. ✓ Identify sources of project risk and the approach to dealing with them.

Project Management 2: Applied Essentials Course ID: LOD-II-1160 Instructor-Led: Guest Facilitator Duration: One Day Location: 402 Oregon Street Time: 8:30am – 4:30pm Cost: $175.00 CEU Credits: 0.6

OFFERED:

Spring 2020 April 22 ...............................Room 109

Fall 2020 September 25 ....................Room 109

PREREQUISITE: Project Management Fundamentals This course was designed to bolster the participants’ fundamental knowledge of the project management discipline while applying the processes, tools, and techniques in a project-oriented environment. The course structure effectively combines introductory lecture and discussion with hands-on application of useful project management principles, tools, and techniques through applied case study exercises. At the conclusion of this course, participants will be able to: ✓ Identify key project deliverables and decompose to build a Work Breakdown Structure (WBS). ✓ Build a project schedule and identify its critical path. ✓ Assess key project risks and formulate action plans to minimize their exposure to the project.

38 | Leadership and Professional Development Opportunities

Resilience: Building Skills to Endure Hardship and Prevent Burnout OFFERED:

Spring 2020 April 7 .................................Room 109

Fall 2020 October 13 .........................Room 103

ATTIRE: Please come dressed in casual, comfortable clothing. How do you handle stress? When you have resilience, you harness inner strength that helps you rebound from a setback or challenge. Resilience won’t make your problems go away — but it can give you the ability to see past them, find enjoyment in life, and better handle stress. This class offers strategies to help you become more resilient when stress, adversity, or trauma strikes by identifying ways for you to function more effectively.

Course ID: LOD-II-2100 Instructor-Led: Joy Birmingham Duration: One Day Location: 402/406 Oregon Street Time: 8:30am – 4:30pm Cost: $150.00 CEU Credits: 0.6

At the conclusion of this course, participants will be able to: ✓ Identify ways to move toward more mindful thinking. ✓ Discuss the importance of cognitive reframing to better manage stress, change, and hardships. ✓ Practice relaxation techniques to refresh and re-energize.

Storytelling: The Art of Advanced Presentation and Communication Skills OFFERED:

Spring 2020 June 2 & 9...........................Room 103

Fall 2020 December 8 & 15 ..............Room 109

To be memorable is what we should all want when we have a message to deliver to our audience, whether it is during an important meeting or in front of hundreds of stakeholders. You will leave knowing how to design and deliver a powerful message through your use of storytelling. At the conclusion of this course, participants will be able to: ✓ Deliver a 15 minute professional presentation using storytelling. ✓ Self-reflect on events in life which can influence others through storytelling. ✓ Select and shape your stories in order to make a connection with your audience. ✓ Deliver your story in a manner that enhances the story’s power.

Course ID: LOD-II-1220 Instructor-Led: Joy Birmingham Duration: Two Days Attendance on both days is required. Time: 8:30am – 4:30pm Location: 402/406 Oregon Street Cost: $300.00 CEU Credits: 1.2

2020 Courses | 39

The Art of Making Meetings Work Course ID: LOD-I-ONLINE100 Web-Based Module: Duke LMS Duration: Self-Paced Time: Approx. 45 minutes Cost: FREE

Course ID: LOD-II-1170 Instructor-Led: Joy Birmingham Duration: One Day Location: 406 Oregon Street Time: 8:30am – 4:30pm Cost: $150.00 CEU Credits: 0.6

Meetings come in all shapes and sizes, from the convention to a quick huddle in an office hallway. This web-based training will be concerned with small working meetings; with groups that have a job to do requiring the energy, commitment, and talents of those who participate. At the end of this web-based training, participants will: ✓ Understand the value of meetings as a management tool. ✓ Recognize the critical planning step that makes meeting time more effective. ✓ Identify process tools that can help create an open and safe forum for discussion. ✓ Develop and practice techniques for handling counterproductive behaviors.

T1 - Train the Trainer: The Basics of Training This is the first course of a three-part series. OFFERED:

Spring 2020 March 4 ..............................Room 103

Fall 2020 August 25 ...........................Room 103

This class is intended for subject-matter experts who provide training to employees as part or all of their job. By providing a research-based background in adult learning principles and best practices, this class provides the foundation on which the Train-the-Trainer curriculum is based. At the conclusion of this course, participants will be able to: ✓ Apply adult learning principles to common training situations ✓ Analyze which situations can be resolved with a training solution ✓ Match the appropriate delivery method to the learning needs of participants ✓ Define and follow the seven steps to “Train Anything!”

40 | Leadership and Professional Development Opportunities

T2 – Train the Trainer: Designing Training

This is the second course of a three-part series and is intended for subject-matter experts who provide training to employees as part of or as all of their job. OFFERED:

Spring 2020 April 20 ...............................Room 103

Fall 2020 September 22....................Room 103

PREREQUISITE: Train the Trainer: The Basics of Training This course builds on training basics by providing guidance on course design and on creating materials or training activities appropriate to the performance needs of the learner. At the conclusion of this course, participants will be able to: ✓ Define their target audience and select an appropriate delivery format. ✓ Construct content based on subject matter and learner needs. ✓ Write training materials in plain language using instructional design techniques.

T3 – Train the Trainer: Instructor-Led Training & Platform Skills This is the third course of a three-part series and is intended for subject-matter experts who provide training to employees as part of or as all of their job. OFFERED:

Spring 2020 May 26................................Room 103

Fall 2020 October 21 .........................Room 103

PREREQUISITE: Train the Trainer: Designing Training This course builds on the first two courses, The Basics of Training and Designing Training, by providing research-based curriculum development, steps to creating an environment for maximum learning, and a review of the platform skills required for effective training.

Course ID: LOD-II-1180 Instructor-Led: Joy Birmingham Duration: One Day Location: 406 Oregon Street Time: 8:30am – 4:30pm Cost: $150.00 CEU Credits: 0.6

3 Course ID: LOD-II-1190 Instructor-Led: Joy Birmingham Duration: One Day Location: 406 Oregon Street Time: 8:30am – 4:30pm Cost: $150.00 CEU Credits: 0.6

At the conclusion of this course, participants will be able to: ✓ Design the educational environment that is most conducive to learning for their audience. ✓ Assess the knowledge and skills of each trainee before, during, and after the training. ✓ Facilitate a variety of learning techniques throughout a training to maximize their trainees’ transfer of new knowledge and skills into the workplace.

2020 Courses | 41

CRUCIAL CONVERSATIONS IS ONE OF THE MOST POWERFUL AND USEFUL TOOLS I HAVE FOUND.

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Mike Miller, Director of Business Billing, AT&T

Tools for Talking W H E N S TA K E S A R E H I G H

Whenever you’re not getting the results you’re looking for, it’s likely a crucial conversation is keeping you stuck. Whether it’s a problem with poor quality, slow time-to-market, declining customer satisfaction, or a strained relationship—whatever the issue—if you can’t talk honestly with nearly anybody about almost anything, you can expect poor results.

What Is Crucial Conversations® Training? Crucial Conversations teaches skills for creating alignment and agreement by fostering open dialogue around high-stakes, emotional, or risky topics—at all levels of your organization. By learning how to speak and be heard (and encouraging others to do the same), you’ll surface the best ideas, make the highest-quality decisions, and then act on your decisions with unity and commitment.

What Is a Crucial Conversation? A crucial conversation is a discussion between two or more people

where the stakes are high, opinions vary, and emotions run strong. These conversations—when handled poorly or ignored—lead to strained relationships and dismal results.

What Does Crucial Conversations Training Teach? Crucial Conversations teaches participants how to: • • • •

Speak persuasively, not abrasively Foster teamwork and better decision making Build acceptance rather than resistance Resolve individual and group disagreements

Who Needs Crucial Conversations Training? Does your organization suffer from taboo topics, deference, disagreement, analysis paralysis, information hoarding, offce politics, or alienation? Is your organization battling declining productivity, safety violations, low morale, reduced quality, poor customer satisfaction, or other bottom-line concerns? Then you, your team, or your organization needs Crucial Conversations Training.

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42 | Leadership and Professional Development Opportunities

2020 COURSE OFFERINGS IN

Leadership & Management Development

â&#x20AC;?

The single biggest way to impact an organization is to focus on leadership development. There is almost no limit to the potential of an organization that recruits good people, raises them up as leaders and continually develops them. â&#x20AC;&#x201C; JOHN C. MAXWELL, author of The 21 Irrefutable Laws of Leadership

WHO’s WHO? Meet your facilitators!

Joy Birmingham ASSISTANT DIRECTOR OF LEADERSHIP & PROFESSIONAL DEVELOPMENT

What is the difference between management and leadership? I have taught management and leadership skills development for over 30 years. Many people often juxtapose these two roles in the workplace today. Management has been described as those individuals who have the operational knowledge and skills to meet the organization’s goals and objectives by getting the work done. Leadership has been described as those individuals who have the people knowledge, skills, motivation and influence needed to inspire and encourage individuals.

What does Duke want from our Leaders? Duke encourages leadership skills at all levels in the organization, no matter the position. The truth is Duke would not run without the leadership of all employees immersed in the work they do daily. People who are in leadership positions must master both operational skills and people skills. They must have the total package.

What do you love about your work at Duke? My commitment to Duke is to support leadership at every level and to ensure managers can run the business. Learning and Organization Development has the Duke Management Academy for our entry to mid-level leaders. This is Duke’s investment in our community of learners, a yearlong program to ensure operational excellence across all entities. Please visit the L&OD website to learn more about Duke Management Academy.

44 | Leadership and Professional Development Opportunities

2020 COURSE OFFERINGS IN

Leadership & Management Development (listed alphabetically)

The Art of Delegation OFFERED:

Spring 2020 February 28........................Room 103

Fall 2020 July 28 .................................Room 103

The intensive half-day course gives you real-world practice in delegation strategies that will reduce your stress level, empower your staff, and build morale. You will learn delegation skills that allow you to pinpoint the right task, the right time, and the right person to help maximize productivity for your team. At the conclusion of this course, participants will be able to: ✓ Differentiate between effective and ineffective delegation. ✓ Identify responsibilities that can be delegated. ✓ Identify barriers to delegation. ✓ Monitor progress and coach for success.

Course ID: LOD-II-2160 Instructor-Led: Donald Shortslef Duration: ½ Day Location: 406 Oregon Street Time: 8:30am – noon Cost: $75.00 CEU Credits: 0.3

Dimensions of Management for Successful Leaders OFFERED: Spring 2020

April 15 & 16…..…….….Room 109

ASSESSMENT: The instructor will send participants a link to the 360 Dimensions of Management Profile and Strengths Finder Assessment a few weeks before class. All participants must complete the assessment one week before the actual course. Any participant who misses the deadline will have to register for a future class. This two-day workshop is grounded in the concepts of research studies that have quantified what the world’s most successful managers do to achieve higher levels of retention, productivity, performance, and customer satisfaction for their organizations. This workshop focuses on the development of leadership and management best practices that will enable you to improve employee and team performance.

Course ID: LOD-II-2000 Instructor-Led: Gina Rogers & Keisha Williams Duration: Two Days Attendance on both days is required. Location: 402 Oregon Street Time: 8:30am – 4:30pm Cost: $600.00 CEU Credits: 1.2

At the conclusion of this course, participants will be able to: ✓ Identify best practices for effectively managing your employees’ expectations for excellent performance. ✓ Increase understanding and skills for giving feedback and coaching effectively. 2020 Leadership & Management Development Courses | 45

Emotional Intelligence: The Emotionally Effective Leader Course ID: LOD-II-2050 Instructor-Led: Donald Shortslef or Joy Birmingham Duration: One Day Location: 402 Oregon Street Time: 8:30am – 4:30pm Cost: $285.00 CEU Credits: 0.6

OFFERED:

Spring 2020 February 21........................Room 109 April 27 ...............................Room 109 June 3..................................Room 109

Fall 2020 September 2 ......................Room 109 November 13.....................Room 109

ASSESSMENT: This course will use the Emotional Intelligence Quotient® (EQ-i) assessment. The instructor will send participants a link to this assessment two weeks before the class. All participants must complete the assessment one week before the actual course. Any participant who misses the deadline will have to register for a future class. This course explores five emotional intelligence competencies: Self-perception, self-expression, interpersonal, decision-making, and stress management. The class encourages managers to take a mindful approach to leading people using emotional intelligence, rather than automatically relying on mental models constructed unconsciously from experience. Managers will leave the class with tools and strategies for improving selfawareness and interpersonal relationships. At the conclusion of this course, participants will be able to: ✓ Define emotional intelligence. ✓ Identify the competencies of emotional intelligence. ✓ Assess ways to improve emotional intelligence based results from the EQ-i.

46 | Leadership and Professional Development Opportunities

Feedforward: Giving & Receiving Critical Performance Information OFFERED:

Spring 2020 March 11 ............................Room 103 June 18................................Room 103

Fall 2020 September 16....................Room 103

When it comes to receiving feedback, we can be our worst critic. Using a process called Feedforward gives us the opportunity to be self-directed and proactive in our performance improvement. When thinking about a gap in our own performance, Feedforward allows us to seek insight from multiple people and can be proactive in putting together your own action plan for development. Wouldn’t it be great if your employees had their own plans on how they can “up their game” before you provide feedback? Now that is partnering for excellent performance.

Course ID: LOD-II-1230 Instructor-Led: Joy Birmingham Duration: One Day Location: 406 Oregon Street Time: 8:30am – 4:30pm Cost: $150.00 CEU Credits: 0.6

At the conclusion of this course, participants will be able to: ✓ Integrate a coaching approach to giving and receiving feedback. ✓ Deliver high quality one-on-one performance conversations that build engagement. ✓ Create an individual development plan using feedback from your manager, peers, customers, and employees. ✓ Role model the appropriate professional behavior when giving and receiving feedback.

Fundamentals of Coaching OFFERED:

Spring 2020 January 30 ..........................Room 109 April 13 ...............................Room 109 June 10................................Room 103

Fall 2020 July 24 .................................Room 103 September 29....................Room 109 December 2 .......................Room 109

RECOMMENDATION: L&OD strongly recommends also participating in the companion workshop, Keys to Supervisory Success prior to taking this class, however, it is not required. Discover specific skills and techniques for creating a high-performing team by maximizing the capabilities of each staff member.

Course ID: LOD-II-2010 Instructor-Led: Joy Birmingham Duration: One Day Location: 402/406 Oregon Street Time: 8:30am – 4:30pm Cost: $150.00 CEU Credits: 0.6

At the conclusion of this course, participants will be able to: ✓ Demonstrate strategies, skills and behaviors of effective coaches. ✓ Identify different styles of coaching. ✓ Match coaching styles to the staff member and the situation.

2020 Leadership & Management Development Courses | 47

High Performing Teams Course ID: LOD-II-2020 Instructor-Led: Joy Birmingham Duration: One Day Location: 406 Oregon Street Time: 8:30am – 4:30pm Cost: $170.00 CEU Credits: 0.6

OFFERED:

Spring 2020 March 30 ............................Room 103

August 17 ...........................Room 103

PRE-WORK: Participants will have their employees or team members rate their team’s behaviors and ability to work together. Two weeks before the class, the instructor will send participants an email with an individual team assessment form to copy, distribute, and collect. The team’s assessment will be tallied during class. Based on Patrick Lencioni’s book, The Five Dysfunctions of a Team, this one-day session is designed to improve participants’ skills for leading a team. We will explore the many challenges that teams face as they seek to “row together.” Team skills can be improved every day if team members are willing to do the work. Participants will learn to harness the power of teams to make decisions, solve problems, and deliver results. At the conclusion of this course, participants will be able to: ✓ Identify ways to build an environment conducive to effective teams. ✓ Select appropriate tools and techniques for teamwork. ✓ Recognize the four stages of team development.

Keys to Supervisory Success Course ID: LOD-II-2030 Instructor-Led: Joy Birmingham Duration: One Day Location: 402/406 Oregon Street Time: 8:30am – 4:30pm Cost: $150.00 CEU Credits: 0.6

OFFERED:

Spring 2020 February 10........................Room 109 April 1 .................................Room 109 June 17................................Room 103

Fall 2020 September 9 ......................Room 109 November 2.......................Room 109

RECOMMENDATION: L&OD strongly recommends also participating in Fundamentals of Coaching after successfully completing this course. Successful supervisors have developed the knowledge and skills to work with people. Participants will review the supervisory role at Duke and learn a conversation model for managing performance. Participants will also learn the necessary skills needed for giving and receiving feedback. At the conclusion of this course, participants will be able to: ✓ Identify the performance development needs of their staff. ✓ Practice communication strategies of effective managers. ✓ Recognize the barriers to giving and receiving effective feedback. ✓ Practice the Situation-Behavior-Impact (SBI) model for giving positive and developmental feedback.

48 | Leadership and Professional Development Opportunities

Leader as Coach

The course is designed for individuals already in a managerial/leadership role. OFFERED:

Spring 2020 May 11 - 12 ........................Room 103

Fall 2020 November 3 - 4..................Room 103

PREREQUISITE: Fundamentals of Coaching For employees to be engaged in their work, they must grow in both knowledge and skills. Managers want employees to reach higher levels of performance, but how do supervisors and managers learn to lead? What kind of coaching does a supervisor/manager need from his or her manager? This workshop will address why developing leaders through a coaching relationship is so important. We will explore several coaching methods and the competencies they require. The session will provide opportunities for developing your leadership philosophy through coaching. Start thinking about your leadership journey now!

Course ID: LOD-II-2040 Instructor-Led: Joy Birmingham Duration: Two ½ Days Attendance on both days is required. Location: 406 Oregon Street Time: 8:30am – noon Cost: $150.00 CEU Credits: 0.6

At the conclusion of this course, participants will be able to: ✓ Recall the four-step model in leadership coaching. ✓ Practice leadership coaching conversations. ✓ Articulate a personal leadership philosophy.

Managing from the Middle OFFERED:

Spring 2020 March 3 ..............................Room 109 May 29................................Room 103

Fall 2020 July 28 .................................Room 109 October 6 ...........................Room 109

This session focuses on how to communicate effectively with those in higher levels of the organization to ensure the best results for all members of the Duke community. We will explore the many competencies required in the art of persuading others to follow your lead. At the conclusion of this course, participants will be able to: ✓ Develop skills to influence others, even without positional power. ✓ Diagnose their level of skill in working with those in higher level positions, as well as with peers across Duke. ✓ Create an individual development plan to increase their skills and effectiveness in communicating with those at all levels of leadership within Duke.

Course ID: LOD-II-2080 Instructor-Led: Joy Birmingham Duration: One Day Location: 402/406 Oregon Street Time: 8:30am – 4:30pm Cost: $175.00 CEU Credits: 0.6

2020 Leadership & Management Development Courses | 49

WHOâ&#x20AC;&#x2122;s WHO? Meet your facilitators!

Gina Rogers ASSISTANT DIRECTOR OF ORGANIZATION & WORKFORCE DEVELOPMENT

How does the work that you do add value for individuals, teams and organizations? Actually, the value of the consulting intervention is that inherent in the process is the potential to tap into latent talent. It has been my experience that working at the micro level of departments offer a richer opportunity to explore ongoing utility of content. Departments that support team development yield benefits for individuals that position individuals to enhance team performance and ultimately, organizational performance.

How do you help clientsâ&#x20AC;&#x2122; explore development opportunities beyond what they have in mind? By listening to the need. My approach is to see the value in what is being requested and to get curious about where that request is emanating from. More often than not, clients have experienced or heard about a particular framework, model or tool, and what they may not have had is an opportunity to consider the technologies in the context of other variables. As we explore the concern broadly, other mediating and moderating variables may surface, and the conversation may begin to trend towards another framework, model or tool that may provide better utility.

50 | Leadership and Professional Development Opportunities

Moving from Peer to Supervisor OFFERED:

Spring 2020 March 23 ............................Room 109 May 13................................Room 109

Fall 2020 July 20 .................................Room 109 September 17....................Room 109 October 19 .........................Room 109

You have taken on one of the most challenging assignments for a supervisor — managing people who used to be your peers. In this workshop, we will identify how your role has changed, explore opportunities and potential pitfalls, and learn strategies for becoming a successful supervisor. This workshop will also be useful if you are just at the point of considering becoming a supervisor.

Course ID: LOD-II-2090 Instructor-Led: Joy Birmingham Duration: One Day Location: 402 Oregon Street Time: 8:30am – 4:30pm Cost: $150.00 CEU Credits: 0.6

At the conclusion of this course, participants will be able to: ✓ Identify changes to your new role. ✓ Identify ways to help your staff navigate this change by practicing key managerial communication skills. ✓ Create an ongoing career development plan for yourself.

SAP Performance Management Best Practices (for DUHS only) OFFERED:

Spring 2020 June 16....................................Lab 101

Fall 2020 December 1 ...........................Lab 101

This course is for DUHS staff only. Adopt best practices for performance management by learning how to build a job description, plan and facilitate performance reviews, and avoid common mistakes. Gain hands-on practice using the SAP Performance Management tool. Participants are asked to bring a job description to develop or revise in class. At the conclusion of this course, participants will be able to: ✓ Identify key responsibilities and outcomes for each employee. ✓ Create SMART goals using both job descriptions and your organization’s balanced scorecard. ✓ Develop a strategy for discussing performance expectations. ✓ Identify and provide effective, ongoing performance feedback. ✓ Practice facilitating a performance review. ✓ Recognize common mistakes that managers make when rating performance.

Course ID: LOD-II-2110 Instructor-Led: Donald Shortslef Duration: One Day Location: 406 Oregon Street Time: 8:30am – 4:30pm Cost: $75.00 CEU Credits: 0.6

2020 Leadership & Management Development Courses | 51

Situational Leadership II Course ID: LOD-II-2140 Instructor-Led: Donald Shortslef, Gina Rogers or Joy Birmingham Duration: Two Days Attendance on both days is required. Location: 402/406 Oregon Street Time: 8:30am – 4:30pm Cost: $500.00 CEU Credits: 1.2

OFFERED:

Spring 2020 February 3 - 4 ....................Room 109 April 9 - 10..........................Room 103

Fall 2020 July 13 - 14..........................Room 109 October 14 - 15..................Room 109

For more than 50 years, the Situational Leadership® Model has enabled leaders at all levels of the organization to more effectively influence others. Developed by Ken Blanchard, Situational Leadership is a leadership model that every manager can master. The manager must make a commitment to developing each and every direct report. At the conclusion of this course, participants will be able to: ✓ Apply the concepts of Situational Leadership II in the workplace. ✓ Articulate a commitment to formal and informal professional development. ✓ Teach individual employees to apply self-leadership. ✓ Identify current leadership strengths and areas for development.

Transformational Leadership Course ID: LOD-II-2120 Instructor-Led: Joy Birmingham Duration: One Day Location: 406 Oregon Street Time: 8:30am – 4:30pm Cost: $150.00 CEU Credits: 0.6

OFFERED:

Spring 2020 April 28 ...............................Room 103

Fall 2020 July 27 .................................Room 103

Leaders have the ability to realize strategic and impactful results by leading with inspirational vision, intellectual stimulation, and individual consideration. As a Transformational Leader, you are using an approach that capitalizes on the unique strengths, values, and aspirations that people bring to their workplace by leading in a way that transforms individuals and organizations. At the conclusion of this course, participants will be able to: ✓ Build an understanding of transformational leadership values and competencies. ✓ Develop and articulate a compelling vision. ✓ Inspire and empower individual employees for results. ✓ Link their vision to strategy and goal setting. ✓ Identify current leadership strengths and areas for development.

52 | Leadership and Professional Development Opportunities

2020 COURSE OFFERINGS IN

Technology Development

Consider your journey...

Interested in becoming more proficient in Excel formulas? Database management? Fine-tuning photo editing skills? These courses are for YOU! 2020 Courses | 53

WHO’s WHO Meet your facilitators Srini Iyengar

SENIOR TECHNOLOGY PARTNER

Why is technology important at Duke in the work that we do? Well, not just at Duke but, this is a fundamental question and I will point out the opposite. What would we be or do without technology? How efficient would we be? How would we advance? Technology is a part of everything that we do today and without embracing it, we risk getting left behind. During my service in the USAF, our squadron motto was “Lead, Follow or Get out of the way.” I am often reminded of that motto when I think about technology. The unfortunate thing is that when we don’t lead (or follow those who lead the way in technology), we just don’t get out of the way, we often get left behind. Technology is the fundamental ingredient that shapes our work processes in our daily lives, in both professional and personal areas. The systems and software get more sophisticated each day. If we don’t embrace them, we will not be able to function efficiently. In the business or professional world, it is detrimental not to incorporate the latest and greatest.

What is the most common misconception about technology at Duke? The most common misconception is that you have to be incredibly smart to master technology. It has nothing to do with being smart and has everything to do with acceptance and exposure to it. Our parents and grandparents did not own smart phones, smart TVs or even general appliances, yet all of us operate these things with ease and efficiency. We have all accepted and adapted to the new technology. It did not require any deep intelligence, it just needed to be incorporated it into our lives. There is so much instructional material at our fingertips today that there is no excuse for not learning. There are plenty of people and resources to help. Yes, everyone may have a different learning curve, but the hardest thing is just getting started. Once you start, you build momentum, and build on what you learn and know...the more you learn the faster you get.

As the technology expert how would you suggest that individuals get acclimated in new technology or stay current? There are plenty of online resources to learn technology. As an experienced Technology Trainer, I am fully aware of many learning styles. People not only need hands-on training but also appropriate examples to learn many new features or functions. That is one of the key aspects in our L&OD technology courses; you get both. Others also learn shorter methods of performing various complex tasks. It is a combination of instructor-led classes and online learning (whether you do it on your own or through a program), that will help you to acclimate and learn technology. Good training helps you to overcome fears and go forth to conquer the work or tasks you need to perform. Don’t give yourself a choice of whether or not to learn, instead accept and embrace technology and just keep learning. Keep your eyes and focus on moving forward.

54 | Leadership and Professional Development Opportunities

Microsoft

ALL CLASSES LOCATED AT: 406 Oregon Street

Access Level 1 – Introduction OFFERED:

Spring 2020 February 11 - 12 ....................Lab 104 May 12 – 13........................... Lab 104

Fall 2020 July 28 – 29 ............................ Lab 104 October 6 – 7 ........................ Lab 104

This two-day workshop will give participants an opportunity to learn the concepts of a relational database, practice building a database from scratch, and make changes to that database.

Access Level 2 – Intermediate OFFERED:

Spring 2020 June 3 - 4 ................................Lab 104

Fall 2020 November 11 – 12................ Lab 104

In this two-day workshop, participants will learn how to maintain data consistency and integrity; improve queries, forms and reports, and integrate Access with other applications.

Course ID: LOD-I-CC-16A1 Duration: Two Days Attendance on both days is required. Time: 8:30am – 4:30pm Cost: $300.00

Course ID: LOD-I-CC-16A2 Duration: Two Days Attendance on both days is required. Time: 8:30am – 4:30pm Cost: $300.00

Access Level 2 & 3 – Boot Camp OFFERED:

Spring 2020 April 28 – 30 ...........................Lab 104

Fall 2020 October 27 – 29.....................Lab 104

This fast-paced, three-day workshop is designed for users who are proficient in basic queries and table design and who have a strong aptitude for understanding and learning software.

Course ID: LOD-I-CC-16A23 Duration: Three Days Attendance on all days is required. Time: 8:30am – 4:30pm Cost: $440.00

Access Level 3 – Advanced OFFERED:

Spring 2020 June 17 – 18 ...........................Lab 104

Fall 2020 December 15-16....................Lab 104

Learn more complex functions: structure existing data, write advanced queries, work with macros, make effective use of forms and reports, and perform database maintenance.

Course ID: LOD-I-CC-16A3 Duration: Two Days Attendance on both days is required. Time: 8:30am – 4:30pm Cost: $300.00

2020 Technology Courses | 55

ALL CLASSES LOCATED AT:

M I C R O S O F T

406 Oregon Street

Excel Level 1 – New Users (No Formulas, Limited Printing) Course ID: LOD-I-CC-16E1NU Duration: One Day Time: 8:30am – 4:30pm Cost: $160.00

OFFERED:

Spring 2020

January 22….….…….....….Lab 104

RECOMMENDATION: L&OD strongly recommends also participating in Excel 2013 Level 1 – Functions & Formulas Basics after successful completion of this course. This introductory workshop focuses on understanding and navigating in the Excel environment, and examines the most commonly used features. The workshop is geared toward users who have seldom used spreadsheet software and/or who may not be fully comfortable or confident yet in the computer environment. Formulas, functions, and layout customization will not be covered.

Excel Level 1 - Introduction Course ID: LOD-II-CC-16E1 Duration: One Day Time: 8:30am – 4:30pm Cost: $160.00 CEU Credits: 0.6

OFFERED:

Spring 2020 February 19............................Lab 101 April 1 .....................................Lab 101

Fall 2020 July 21 .....................................Lab 101 September 24........................Lab 101 October 20 .............................Lab 101

Learn how to organize, analyze, and present data in Excel. This workshop is geared toward users who are somewhat familiar with spreadsheets or spreadsheet software, and who are comfortable and confident in the computer environment.

Excel Level 1 – Formulas & Functions Basics Course ID: LOD-I-CC-16E1FF1 Duration: Two Hours & 15 minutes Time: 8:30am – 10:45am Cost: $49.00 CEU Credits: 0.2

OFFERED:

Spring 2020 March 12 ................................Lab 101 May 21....................................Lab 101

Fall 2020 August 25 ...............................Lab 101 September 30........................Lab 101

This follow-up to Excel Level 1 - New Users examines the fundamentals of creating simple equations/formulas. Learn how to use basic built-in functions and how to create your own formulas. Understand the use-order of operations. Learn about relative and absolute cell references and practice copying formulas to adjacent cells.

56 | Leadership and Professional Development Opportunities

ALL CLASSES LOCATED AT:

M I C R O S O F T

406 Oregon Street

Excel Level 2 – Intermediate OFFERED:

Spring 2020 March 18 ................................Lab 101

Fall 2020 August 27 ...............................Lab 101 November 3...........................Lab 101

Learn how to use templates, sort/filter commands, and advanced formulas to manage and make sense of your data. Discover how the chart wizard can make your data come alive and learn how to use graphic objects.

Course ID: LOD-II-CC-16E2 Duration: One Day Time: 8:30am – 4:30pm Cost: $160.00 CEU Credits: 0.6

Excel Level 2 – Formulas & Functions Intermediate Formulas & Functions 2 skills are also covered in the one-day Excel Level 2 Intermediate course. OFFERED:

Spring 2020 May 21....................................Lab 101

Fall 2020 September 30........................Lab 101

In this short workshop, practice using and combining functions like SUM, AVERAGE, SUMIF, COUNTIF, IF, OR, AND, and PMT. Learn to use the “text to columns” command to divide one column of information into two or more columns (break whole names into first and last; break city, state, and zip each into their own column, etc.).

Course ID: LOD-I-CC-16E2FF2 Duration: Two Hours & 15 Minutes Time: 2:00pm – 4:15pm Cost: $49.00 CEU Credits: 0.2

Excel Level 2 – Charts & Graphs OFFERED:

Spring 2020 April 8 .....................................Lab 104

Fall 2020 August 12 ...............................Lab 104

Discover how the Chart Wizard can make your raw data come alive. (This topic is also covered in the one-day Excel Level 2 - Intermediate course.)

Course ID: LOD-I-CC-16E2CG Duration: Two Hours & 15 Minutes Time: 2:00pm – 4:15pm Cost: $49.00

Excel Level 2 – Pivot Tables OFFERED:

Spring 2020 April 8 .....................................Lab 101 June 10....................................Lab 104

Fall 2020 August 12 ...............................Lab 101 October 14 .............................Lab 101

Learn how to analyze and summarize data, and create reports with Pivot Tables.

Course ID: LOD-I-CC-16E2PT Duration: Two Hours & 15 Minutes Time: 8:30am – 10:45am Cost: $49.00

2020 Technology Courses | 57

ALL CLASSES LOCATED AT: 406 Oregon Street

Course ID: LOD-I-CC-16E3 Duration: One Day Time: 8:30am – 4:30pm Cost: $160.00

M I C R O S O F T

Excel Level 3 – Advanced OFFERED:

Spring 2020 June 11....................................Lab 104

Fall 2020 December 8 ...........................Lab 104

Learn how to customize workbooks, work with multiple data sources, analyze and summarize data, and collaborate with other users.

Outlook Mail & Calendar Basics Course ID: LOD-I-CC-16O Duration: Half Day Time: 8:30am – noon Cost: $89.00

OFFERED:

Spring 2020 February 4..............................Lab 104

Fall 2020 August 5 .................................Lab 104

Explore Outlook’s email and calendar tools and learn how to maximize the efficiency of your electronic communications! It’s not just about sending and receiving messages any more. Training email accounts are used to take you through various operations in the Client (desktop) version of Outlook.

PowerPoint Level 1 - Introduction Course ID: LOD-I-CC-16P1 Duration: One Day Time: 8:30am – 4:30pm Cost: $160.00

OFFERED:

Spring 2020 January 29 ..............................Lab 104

Fall 2020 September 15........................Lab 104

RECOMMENDATION: L&OD strongly recommends also participating in Essential Presentation Skills after successful completion of this course. Explore the PowerPoint environment, learn to customize layouts and slide shows, and practice adding effects.

PowerPoint Level 2 - Intermediate Course ID: LOD-I-CC-16P2 Duration: One Day Time: 8:30am – 4:30pm Cost: $160.00

OFFERED:

Spring 2020

May 28….….……………..…...….Lab 104

RECOMMENDATION: L&OD strongly recommends also participating in Essential Presentation Skills after successful completion of this course. Use advanced features in PowerPoint to produce professional-quality content that captures your audience’s attention—everything from enhanced design, to sound and animation, to incorporating the web.

58 | Leadership and Professional Development Opportunities

ALL CLASSES LOCATED AT:

M I C R O S O F T

406 Oregon Street

Word Level 1 - Introduction

Course ID: LOD-I-CC-16W1 Duration: One Day Time: 8:30am – 4:30pm Cost: $160.00

OFFERED:

Spring 2020

March 5……………….………..….Lab 104

Explore the Word environment and learn how to create and finalize professional-looking documents.

Word Level 2 - Intermediate OFFERED:

Spring 2020 May 14....................................Lab 101

Fall 2020 September 29........................Lab 101

Learn advanced formatting techniques, and enhance your documents using lists, tables, charts, pictures, and graphics. Create macros and templates for designing and modifying your documents. Learn the mail merge function and automate mass-production of letters, envelopes, and more.

Course ID: LOD-I-CC-16W2 Duration: One Day Time: 8:30am – 4:30pm Cost: $160.00

Word Level 3 - Advanced OFFERED:

Fall 2020

November 17….….…….....….Lab 104

Learn how to use Word with other programs. Create links and charts to Excel worksheets, and send document outlines to PowerPoint slides. Create document versions, and distribute and track changes. Insert bookmarks, cross-references, footnotes, and endnotes. Insert an index, a table of authorities, and a table of contents. Manage documents using master documents and automatically summarize a document. Secure a document by limiting formatting choices and editable regions, hiding text, and applying a digital signature and password. Create, protect, and automate Word forms. Additional topics time permitting: saving documents as web pages, inserting movie clips and hyperlinks, and working with XML.

Course ID: LOD-I-CC-16W3 Duration: One Day Time: 8:30am – 4:30pm Cost: $160.00

2020 Technology Courses | 59

ALL CLASSES LOCATED AT: 406 Oregon Street

Adobe Adobe Acrobat Pro DC - Introduction

Course ID: LOD-I-CC-AA1PDC Duration: One Day Time: 8:30am – 4:30pm Cost: $160.00

OFFERED:

Spring 2020 May 27....................................Lab 104

Fall 2020 September 2 ..........................Lab 104

Acrobat eliminates problems that usually arise when sharing documents from different software programs (or sometimes even when sharing documents from different versions of the same software). Learn how to convert documents into PDF files that other Acrobat users can then view, print, and edit - even if they don’t have the software the original document came from.

Adobe InDesign CC - Introduction Course ID: LOD-I-CC-180 Duration: Two Days Attendance on both days is required Time: 8:30am – 4:30pm Cost: $300.00

OFFERED:

Spring 2020 May 5 - 6.................................Lab 104

Fall 2020 September 16 – 17................Lab 104

InDesign is a robust design and layout program that can create everything from single page advertisements and flyers to complex multi-page color publications. Practice adding text and graphics, setting up master layout pages, and working with CMYK and spot colors. Learn to prepare a publication for a commercial printer and to export to PDF format for the web. This software works across PC and Mac platforms, so for example, you can create an InDesign document on your PC and have your Macbased commercial publisher print it - no conversion or redesign necessary!

Adobe Photoshop CC - Introduction Course ID: LOD-I-CC-190 Duration: Two Days Attendance on both days is required Time: 8:30am – 4:30pm Cost: $300.00

OFFERED:

Spring 2020 May 19-20 ..............................Lab 104

Fall 2020 September 9-10.....................Lab 104

Photoshop brings out the best in your digital images, transforming and showcasing them in extraordinary ways for use in documents or on the web.

60 | Leadership and Professional Development Opportunities

2 â&#x20AC;˘ Certificates of Excellence

What does your Duke journey look like?

”

I feel my career moving forward because of L&OD. It gives me an extra boost of confidence to continue serving Duke by producing quality work with those I support.” VERONICA MILLS (25 YEARS AT DUKE)

Professional Development Certificate of Excellence Certificate of Excellence opportunities are open to all Duke Employees and are available in several disciplines based on specific areas of professional responsibility. Certificate tracks include both core and elective courses. There are no certificate completion target date requirements, however, L&OD encourages you to take at least two courses per year until the certificate is complete. CERTIFICATE REQUIREMENTS • Chosen courses must be instructor-led with a duration of at least one day. • The participant’s manager/supervisor should be involved in the identification and selection of at least one of the elective courses. • Core and elective courses can only be applied to one certificate. • If a core course is used as an elective, you will not be able to earn the certificate where that core class is a requirement.

Need help getting started?

Choosing to pursue one of L&OD’s certificate programs demonstrates to your leaders and your colleagues an ongoing interest in, and commitment to, continuous learning and professional growth. When considering which certificate program may be right for you, we encourage you to: 1. Discuss the options and your career development interests with your manager or supervisor. 2. Fill out the Notice of Intent at (https://lms.duhs.duke.edu/Saba/Web/Cloud). Please be advised that this informs L&OD of your intention to pursue one of our certificate programs and does not constitute as a binding agreement. 3. Chart your progress towards a Certificate of Excellence!

Certificates

of Excellence L&OD is proud to oversee 2 portable, nationally recognized certificate programs as well as offer 5 of itâ&#x20AC;&#x2122;s own certificate programs. These certificates are the perfect way to thoroughly explore the depth and breadth of a particular subject area. With a focus on leveraging your current experience and understanding, while also providing you with additional insight and perspective, core workshops help you maximize your professional success. When you are ready to apply, go to:

https://lms.duhs.duke.edu/Saba/Web/Cloud or, use this QR code with your phone and go directly to the online application!

Certificates of Excellence | 61

PORTABLE CERTIFICATES

CERTIFIED EXECUTIVE ADMINISTRATIVE PROGRAM (CEAP DESIGNATION)

Certified Executive Administrative Professional

(CEAP) Designation

21st Century Administrative Professionals are dynamic, highly skilled and in-demand. Are you standing in the forefront of your excellence? A professional development plan can help you reach your goals. Create your plan and chart your progress towards obtaining your CEAP Designation. 8 CORE MODULE COURSES (REQUIRED) Registration into the cohort will secure a seat for all eight sessions.

❏ Completed

Date:

L1M2: Star-Achieving Techniques

❏ Completed

Date:

L1M3: Building a Star Partnership

❏ Completed

Date:

L1M4: Reaching Stardom

❏ Completed

Date:

L2M1: Be a Shining Star

❏ Completed

Date:

L2M2: Give a Stellar Performance

❏ Completed

Date:

L2M3: Stellar Collaboration

❏ Completed

Date:

L2M4: Future Focused Star Performer

❏ Completed

Date:

L1M1: Be a Star Achiever

❏ Registered

L&OD Recommendations

After achieving CEAP designation, participants can join the national CEAP Network. See page 64 for information on the network.

62 | Leadership and Professional Development Opportunities

NATIONALLY RECOGNIZED

HR CERTIFICATE PROGRAM STRATEGIC PARTNERS IN BUSINESS

HR Strategic Partner Certificate of Excellence Chart Your Progress! Ready to develop new capabilities and gain confidence while learning by doing? Seeking an opportunity to practice skills in real time to cultivate the mindset you need to think and act strategically within the HR field? Create your plan and chart your progress towards obtaining your HR Strategic Partner Certificate of Excellence. CORE COURSES (REQUIRED) Strategic Partners in Business:

❏ Registered ❏ Completed

Date:

The HR Business Partner:

❏ Registered ❏ Completed

Date:

Finding the Strategy in HR Analytics: ❏ Registered

❏ Completed

Date:

Recommended HR Specific Electives (Choose Two)

Participants will also have the opportunity to take a deep dive into specific areas of Human Resources. The HR specialty presentations will explore best practices in the field, in addition to Duke specific practices.

❏

HR CERT - TOTAL REWARDS

❏

TALENT ACQUISITION

❏

TALENT DEVELOPMENT

❏

EMPLOYEE RELATIONS

Certificates of Excellence | 63

AFFINITY GROUPS

CEAP NETWORK

After achieving CEAP designation, participants can join the national CEAP network. The network will offer: Have you earned a Certificate? You may want to join this affinity group at Duke.

✓ Quarterly educational opportunities with continuing education credits. ✓ Opportunities to mentor other current and aspiring administrative professionals. ✓ The sharing of best practices across the university and health system. This association of Certified Executive Administrative Professionals (CEAP) is open to all professionals who have successfully completed the national designation through Office Dynamics. Members of this network will work together to explore ways to elevate the level of performance and effectiveness within the profession. CEAP Network meetings are scheduled on the following dates: ✓ February 19, 2020 ✓ May 20, 2020 Time: 11:30 - 1:00PM

Do you train Duke employees? If so, you may want to join this affinity group.

✓ September 2, 2020 ✓ November 18, 2020 Location: 402 Oregon St., Room 109

Professional Development Trainers’ Network (PDTN)

This network consists of Duke University and Health System faculty and staff who are responsible for providing employees within their departments or the Duke community with professional development or educational programs to Duke Employees. The 60+ members of the PDTN: ✓ Identify and promote professional development opportunities and resources for trainers, educators, and facilitators. ✓ Share best practices in training, design, and implementation. ✓ Review current trends in learning and professional development. PDTN Meeting Dates

Time

February 7, 2020 Box lunch provided

Noon – 1:30pm RSVP by February 5

' ' ' •---------------------------------------------•--------------------------------------------•

Location

'' '' ''' April 24, 2020 8:00am – 9:30am '' '' ''' '' '' Light breakfast RSVP by April 22 '' '' '' ' ' ' •---------------------------------------------·--------------------------------------------• '' '' '' June 30, 2020 Noon – 1:30pm '' ''' ''' '' ' ' Box lunch provided RSVP by June 23 402 Oregon St. ''' ''' ''' •---------------------------------------------·--------------------------------------------• '' '' '' Room 109 July 15, 2020 Noon – 1:30pm '' '' '' ''' ''' ''' Box lunch provided RSVP by August 8 '' '' '' •---------------------------------------------•--------------------------------------------• '' '' ''' September 11, 2020 8:00am – 9:30am '' '' '' '' '' Light breakfast RSVP by September 4 ''' '' '' '•---------------------------------------------·--------------------------------------------• ' ' ' ''' ' '' November 6, 2020 Noon – 1:30pm ' '' ''' ''' ' ' Box lunch provided RSVP by October 30 ''' ''' ''' ·---------------------------------------------·--------------------------------------------·---------------------------------------

64 | Leadership and Professional Development Opportunities

LEARNING & ORGANIZATION DEVELOPMENT

L&OD

Certificate Offerings Certificates of Excellence | 65

Customer Service Certificate of Excellence Learn winning customer interaction skills! As the first point of contact with customers, service representatives can influence customer perceptions and ensure their satisfaction and loyalty. Providing top-notch customer service begins with knowing your customers and effectively meeting their needs.

This certificate includes: ✓ Minimum 48 hrs. of Training

In this certificate program you will discover a number of compelling methods to bring out your best customer service skills and learn how to approach difficult customer situations.

✓ Six L&OD Courses ✓ Conflict Mode Assessment

Why Should I Attend? ✓

Learn how to detect and defuse emotionally charged encounters with customers.

✓

Explore the impact of verbal and nonverbal communication.

✓

Demonstrate confidence and skill as a problem solver.

✓

Apply techniques to deal with difficult customers.

✓ Chart Your Own Progress ✓ Completely Instructor-Led

✓CEUs: Up to 3* *CEU credits vary based on course selection.

Certificate Requirements:

#1: Register for and Complete Three Core Courses 1. Customer Service Excellence: Winning Clients & Influencing People 2. Communicating with Diplomacy & Tact Level 1 3. Conflict Resolution #2: Register for and Complete Three Elective Courses (See next page.) Please be advised that only full day (8 hour) courses qualify as electives for the certificate program.

66 | Leadership and Professional Development Opportunities

Chart Your Progress! Customer service is vital to any organization’s success. Are you someone who participates in delivering high levels of customer service? A professional development plan can help you reach new levels of providing superior customer service. Create your plan and chart your progress towards obtaining your Customer Service Certificate of Excellence. CORE COURSES (REQUIRED) Customer Service Excellence:

❏ Registered

❏ Completed

Date:

Comm. w/ Diplomacy & Tact 1:

❏ Registered

❏ Completed

Date:

Conflict Resolution:

❏ Registered

❏ Completed

Date:

Recommended L&OD Electives* (Choose Three)

*If you use any core course as an elective, you will not be able to earn the certificate where that core course is a requirement.

❏ Communicating with Diplomacy & Tact 2**

❏ Critical Thinking Skills ❏ Crucial Conversations ❏ Crucial Accountability ❏ Essential Presentation Skills ❏ Fundamentals of Business Writing ❏ Managing Multiple Priorities ❏ Navigating Challenging Personalities

❏ Notary Public ❏ Project Management Level 1

❏ Project Management Level 2** ❏ Resilience ❏ Feed Forward: Giving & Receiving Critical Performance Information

❏ High Performing Teams ❏ SAP Performance Management Best Practices (for DUHS only)

❏ Storytelling: Advanced Presentation Skills

❏ Situational Leadership II ❏ Transformational Leadership

**This course has a prerequisite requirement. Please refer to the course listing section.

Certificates of Excellence | 67

Leadership Certificate of Excellence Elevate into a true leader! Are you a team leader interested in enhancing business management skills or an executive looking for effective leadership training? This certificate program was designed for leaders at all levels who want to demonstrate stronger leadership capabilities. These courses will equip you with the tools necessary to assume the right role at the right time and respond effectively.

Why Should I Attend? ✓

Identify best practices for effectively managing your employees’ expectations for performance excellence.

✓

Increase understanding and skills for giving feedback and coaching effectively.

✓

Develop and commit to a personal leadership philosophy.

✓

Assess ways to improve emotional intelligence based on results from the Emotional Intelligence Quotient® (EQ-i) assessment.

This certificate includes: ✓ Minimum 64 hrs. of Training ✓ Eight L&OD Courses ✓ 360 Dimensions of Management Assessment ✓ Strength Finders Assessment ✓ Emotional Intelligence Assessment ✓ Chart Your Own Progress ✓ Completely Instructor-Led

✓CEUs: Up to 4* *CEU credits vary based on course selection.

Please be advised that only full, 7-hour classes qualify as electives for this certificate.

Certificate Requirements:

#1: Confirm Completion of the Prerequisite: Fundamentals of Coaching #2: Register for and Complete Four Core Courses 1. Leader as Coach (The prerequisite to this course is Fundamentals of Coaching.) 2. Emotional Intelligence 3. Managing from the Middle 4. Dimensions of Management for Successful Leaders (Spring only.) #3: Register for and Complete Four Elective Courses (See next page.)

68 | Leadership and Professional Development Opportunities

Chart Your Progress! Discover how you can position yourself for success with superior leadership and management skills. Create your plan and chart your progress towards obtaining your Leadership Certificate of Excellence.

CORE COURSES (REQUIRED) Prerequisite: Fundamentals of Coaching:

❏ Registered ❏ Completed

Date:

Leader as Coach:

❏ Registered ❏ Completed

Date:

Emotional Intelligence:

❏ Registered ❏ Completed

Date:

Managing from the Middle:

❏ Registered ❏ Completed

Date:

Dimensions of Management (Spring Only)

❏ Registered ❏ Completed

Date:

Recommended L&OD Electives* (Choose Three)

*If you use a core course (not listed below) as an elective, you will not be able to earn the certificate where that core course is a requirement.

❏ Communicating with Diplomacy & Tact 2**

❏ Critical Thinking Skills ❏ Crucial Conversations

❏ Project Management Level 2** ❏ Resilience ❏ Feed Forward: Giving & Receiving Critical Performance Information

❏ Crucial Accountability

❏ High Performing Teams

❏ Essential Presentation Skills

❏ SAP Performance Management Best

❏ Fundamentals of Business Writing ❏ Managing Multiple Priorities

Practices (for DUHS only)

❏ Storytelling: Advanced Presentation Skills

❏ Navigating Challenging Personalities

❏ Situational Leadership

❏ Notary Public

❏ Transformational Leadership

❏ Project Management Level 1 **This course has a prerequisite requirement. Please refer to the course listing.

Certificates of Excellence | 69

Supervisory Certificate of Excellence Get ready to influence and inspire your team! Are you interested in moving into a supervisory role? Do you need to improve your supervisory skills? Supervisors are responsible for making sure other employees are doing their job and performing to the best of their ability. This certificate program cultivates the critical supervisory skills that you will need to develop others, monitor performance and make decisions.

This certificate includes:

Why Should I Attend? ✓

Practice key managerial communication skills.

✓

Explore the Situation-Behavior-Impact (SBI) model for giving positive and developmental feedback.

✓

Discover coaching styles and align those styles with employee needs and the situations they are in.

✓

Identify performance development needs of staff.

✓ Minimum 48 hrs. of Training ✓ Six L&OD Courses ✓ Chart Your Own Progress ✓ Completely Instructor-Led

✓CEUs: Up to 3* *CEU credits vary based on course selection.

Certificate Requirements: #1: Register for and Complete Three Core Courses 1. Moving from Peer to Supervisor 2. Keys to Supervisory Success 3. Fundamentals of Coaching

Please be advised that only full day (8 hour) courses qualify as electives for the certificate program.

#2: Register for and Complete Three Elective Courses (See next page.)

70 | Leadership and Professional Development Opportunities

Chart Your Progress! If you are planning for career progression into the field of supervisor or are an existing supervisor wishing to strengthen your skills and become more effective at your job, a professional development plan can help. Create your plan and chart your progress towards obtaining your Supervisory Certificate of Excellence. CORE COURSES (REQUIRED) Moving from Peer to Supervisor:

❏ Registered ❏ Completed

Date:

Keys to Supervisory Success:

❏ Registered ❏ Completed

Date:

Fundamentals of Coaching:

❏ Registered ❏ Completed

Date:

Recommended L&OD Electives* (Choose Three)

*If you use any core course as an elective, you will not be able to earn the certificate where that core course is a requirement.

❏ Communicating with Diplomacy & Tact 2**

❏ Critical Thinking Skills ❏ Crucial Conversations

❏ Project Management Level 2** ❏ Resilience ❏ Feed Forward: Giving & Receiving Critical Performance Information

❏ Crucial Accountability

❏ High Performing Teams

❏ Essential Presentation Skills

❏ SAP Performance Management

❏ Fundamentals of Business Writing ❏ Managing Multiple Priorities

Best Practices (for DUHS only)

❏ Storytelling: Advanced Presentation Skills

❏ Navigating Challenging Personalities

❏ Situational Leadership

❏ Notary Public

❏ Transformational Leadership

❏ Project Management Level 1 **This course has a prerequisite requirement. Please refer to the course listing.

Certificates of Excellence | 71

Training Certificate of Excellence Gain a practical overview of the entire training function! Are you a new trainer seeking tips and techniques or an experienced trainer looking for ways to increase learner engagement? Are you looking to start a new career as a trainer? You will find this course valuable in increasing your understanding of the training function.

This certificate includes: ✓ Minimum 48 hrs. of Training ✓ Six L&OD Courses

This certificate program will equip you with the necessary skills to deliver highly effective training sessions that will engage and inform your participants.

Why Should I Attend?

✓ Learn and apply effective training techniques for engaging a variety of learning styles.

✓ 1 Teach Back Session ✓ Chart Your Own Progress ✓ Completely Instructor-Led

✓CEUs: Up to 3* *CEU credits vary based on course selection.

✓ Fully grasp how to use adult learning theory to engage your learners. ✓ Know how to create a dynamic, engaging learning environment. ✓ Design and deliver your own training presentation to practice new skills learned through the course.

Certificate Requirements: #1: Register for and Complete Four Core Courses 1. T1: The Basics of Training 2. T2: Designing Training 3. T3: Instructor-Led Training 4. Online Facilitation Skills OR Designing eLearning Modules Please be advised that only full day (8 hour) courses qualify as electives for the certificate program.

#2: Register for and Complete Two Elective Courses (See next page.) #3: Complete One Scored Portfolio Project Email Joy Birmingham details: joy.birmingham@duke.edu.

72 | Leadership and Professional Development Opportunities

Chart Your Progress! Ready to discover the keys to creating engaging training that ensures learner success? A professional development plan can help you reach your goals. Create your plan and chart your progress towards obtaining your Training Certificate of Excellence. CORE COURSES (REQUIRED) T1: Basics of Training:

❏ Registered

❏ Completed

Date:

T2: Designing Training:

❏ Registered

❏ Completed

Date:

T3: Instructor-Led Training:

❏ Registered

❏ Completed

Date:

Choose ONE:

❏ Online Facilitation Skills OR ❏ Registered

❏ Designing Online Modules ❏ Completed Date:

Recommended L&OD Electives* (Choose Two)

*If you use any core course as an elective, you will not be able to earn the certificate where that core course is a requirement.

❏ Communicating with Diplomacy & Tact 2**

❏ Critical Thinking Skills ❏ Crucial Conversations

❏ Project Management Level 2** ❏ Resilience ❏ Feed Forward: Giving & Receiving Critical Performance Information

❏ Crucial Accountability

❏ High Performing Teams

❏ Essential Presentation Skills

❏ SAP Performance Management

❏ Fundamentals of Business Writing ❏ Managing Multiple Priorities

Best Practices (for DUHS only)

❏ Storytelling: Advanced Presentation Skills

❏ Navigating Challenging Personalities

❏ Situational Leadership

❏ Notary Public

❏ Transformational Leadership

❏ Project Management Level 1 **This course has a prerequisite requirement. Please refer to the course listing.

Certificates of Excellence | 73

Technology Certificate of Excellence Verify your skills – demonstrate your expertise! Looking to demonstrate proficiency in using one or more Microsoft or Adobe programs? This certificate program gives you a professional edge demonstrating expertise in using the Microsoft Office Suite (Word, Excel, PowerPoint & Access) and Adobe Acrobat, Photoshop and InDesign.

This certificate includes: ✓ Minimum 48 hrs. of Training

Why Should I Attend?

✓ Gain a professional edge by providing evidence of skills mastery, demonstrate your ability and willingness to embrace new technologies.

✓ Chart Your Own Progress ✓ Completely Instructor-Led

✓CEUs: Up to 1.2* *CEU credits vary based on course selection.

✓ Maximize productivity and assist with keeping documentation organized. ✓ Illustrate skills in collecting and interpreting data.

Chart Your Progress! STEP 1: In order to obtain your Technology Certificate of Excellence, an

individual must complete a minimum of SIX days of L&OD technology training pursuing coursework in TWO of the software applications below:

CHOOSE TWO:

❏

Microsoft Microsoft Microsoft Word Excel Powerpoint

74 | Leadership and Professional Development Opportunities

❏

Microsoft Access

STEP 2:

Based on your application choices from the previous page, select TWO L&OD courses for each one from the list below: One-Day Courses

Two-Day Courses

Word Level 1

Excel Level 1

PowerPoint

Access Level 1

Level 1

' ' ' ·----------------------------------•----------------------------------•--------------------------•---------------------------------· ' ' '

Word Level 2

' Excel Level 2 ' PowerPoint ' Access Level 2 ''' ''' ''' ''' ''' Level 2 '' ' ' '' ·----------------------------------•----------------------------------•--------------------------•---------------------------------· ' ' '' Access Level 3 Word Level 3 ''' Excel Level 3 ''' '' ·----------------------------------•----------------------------------•--------------------------•---------------------------------· ' ' ' *maximum two required '' *maximum two required '' .' .' .''' *maximum two required

APPLICATION CHOICE #1

Course #1: ______________

❏ Registered

❏ Completed

Date: ______________

Course #2: ______________

❏ Registered

❏ Completed

Date: ______________

Course #1: ______________

❏ Registered

❏ Completed

Date: ______________

Course #2: ______________

❏ Registered

❏ Completed

Date: ______________

APPLICATION CHOICE #2

STEP 3: If the courses you selected above DO NOT meet the minimum six days

of technology training requirement, please select TWO additional courses from the Technology course list below. One-Day Courses

Two-Day Courses

Word Level 1

Excel Level 1

Word Level 2

' Excel Level 2

Adobe Acrobat DC

Access Level 1

' ' ' ·-------------------------------·----------------------------------·----------------------------·-----------------------------------· ' ' '

' Access Level 2

'' Adobe InDesign ''' '' ' •-----------------------------------· ''' Adobe Photoshop '' ' .'''

'' '' '' ·-------------------------------•----------------------------------•----------------------------•-----------------------------------· '' '' Access Level 3 Word Level 3 ''' Excel Level 3 ' '' '' ·-------------------------------·----------------------------------·----------------------------·-----------------------------------· ' ' '

PowerPoint

'' '' '' ·-------------------------------•''' PowerPoint '' '' ' Level 2 .'''

'''

Level 1

'' ' ''' '' ' .'''

Course #1: ______________

❏ Registered

❏ Completed

Date: ______________

Course #2: ______________

❏ Registered

❏ Completed

Date: ______________

Certificates of Excellence | 75

L&OD Certificates of Excellence Depending on your role and career aspirations, L&OD has a variety of learning opportunities to help you continue to learn. Here are some of the options to consider:

Interested in:

Leading Training Functions? E-Learning?

Providing quality service? Helping Others?

Expand your skillset! Start Here:

Training Certificate of Excellence

Customer Service Certificate of Excellence

Prerequisite/Core Classes

Core: • The Basics of Training • Designing Training • Instructor-Led Training & Platform Skills • Online Facilitation Skills

Core: • Customer Service Excellence • Communicating with Diplomacy & Tact 1 • Conflict Resolution

• Designing eLearning Modules Additional Requirements: A scored portfolio project

Recommended L&OD electives:

2 Electives • Project Management Level 1 & 2 • Managing Multiple Priorities

Certificate or Professional Network

After successfully obtaining an L&OD Certificate of Excellence, consider the following based on your opportunities or areas of interest:

3 Electives • Communicating with Diplomacy & Tact 2 • Managing Meetings Effectively • Personality & Effective Communication

Certificate or Professional Network

Duke Learning & Organization

Duke Continuing Studies

Development (L&OD) • Technology Certificate of Excellence • Professional Development Trainers' Network (PDTN)

• Business Communication Program • Lean Six Sigma Greenbelt • Green Belt • Yellow Belt

Duke Continuing Studies • Online Learning Training Certificate • Project Management Professional • Lean Six Sigma Greenbelt • Green Belt

LinkedIn Learning (Duke Saba LMS)

• Yellow Belt Duke Office of Informational Technology (OIT) • Technology Training LinkedIn Learning (Duke Saba LMS)

Related Professional Associations

Gain credibility!* Get certified!**

• Project Management Professional Certification (PMI)

• National Customer Service Association (NCSA)

• ATD Certified Professional in Learning & Performance (CPLP)

• Certified Customer Service Professional (CCSP)

*These offerings are intended to suggest ongoing development outside of the Duke Community. **Entities cited have NOT been endorsed by Duke or L&OD.

76 | Leadership and Professional Development Opportunities

Leading the Work? Leading Processes? Leading the Work Environment?

Moving into a Supervisory Role? Coaching?

Strategic Operational Excellence? Business Analytics?

Administrative Acumen? Soft Skill Proficiency?

Leadership Certificate of Excellence

Supervisory Certificate of Excellence

HR Strategic Partner Certificate of Excellence

Certified Executive Administrative Professionals (CEAP) Designation

Core: • Moving from Peer to Supervisor • Keys to Supervisory Success • Fundamentals of Coaching

Core: • Strategic Partners in Business • The HR Business Partner • Finding the Strategy in HR

You will be required to take the following prerequisite: • Fundamentals of Coaching Core: • Leader as Coach • Emotional Intelligence • Managing from the Middle • Dimensions of Management for Successful Leaders

Analytics: Linking HR to Business Additional Requirements: Team Project

4 Electives • The Art of Delegation • Feed Forward: Giving & Receiving Critical Perf. Info • High Performing Teams

3 Electives • Resilience: Building Skills to Endure Hardship • Navigating Challenging Personalities

•Transformational Leadership

• Project Management Level 1 & 2

Certificate or Professional Network Duke Learning & Organization Development (L&OD) • Duke Leadership Academy (DLA) • Guide to Managing at Duke Plus (GTM) • Situational Leadership Duke Continuing Studies • Manager's Toolbox Certificate • Lean Six Sigma Greenbelt • Green Belt • Yellow Belt Duke Corporate Education (Duke CE) • Duke CE Leadership Series • Design Thinking

Certificate or Professional Network

4 Electives • Total Rewards • Talent Acquisition • Talent Development • Employee Relations

Core: • Be a Star Achiever • Star-Achieving Techniques • Building Star Partnerships • Reaching Stardom • Be a Shining Star • Give Stellar Performance • Stellar Collaborator • Future Focused Star Performer Electives N/A - The CEAP Designation is comprised of 8 core sessions. There are no corresponding electives for this program.

Certificate or Professional Network

Duke Learning & Organization Duke Continuing Studies Development (L&OD) • HR Continuing Education Online • Leadership Certificate of Excellence • Lean Six Sigma Greenbelt • Duke Management Academy • Green Belt (DMA) • Yellow Belt

Duke Learning & Organization Development (L&OD) CEAP Network - Open to all professionals wo have successfully completed the national designation

• Guide to Managing at Duke (GTM)

through Office Dynamics.

Duke Continuing Studies • Developing Leaders Program • Business Ethics in the 21st Century

LinkedIn Learning (Duke Saba LMS)

Duke Continuing Studies • Paralegal Program • Online

• Lean Six Sigma Greenbelt • Green Belt • Yellow Belt

• Instructor-Led • Summer Intensive Program • Paralegal Specialist Certificate • Technical Writing Program • Lean Six Sigma Greenbelt • Green Belt • YellowBelt

Office for Institutional Equity (OIE) • Managing a Diverse Workforce

LinkedIn Learning (Duke Saba LMS)

Lean Six Sigma Certification

Institute of Certified Professional

Duke Continuing Studies

Managers (ICPM) • Certified Manager Certification

• HR Management (SHRM) • HR Management

(CM)

LinkedIn Learning (Duke Saba LMS)

Duke Financial Services • Financial Certification Program

Intensive (SHRM) HR Certification Institute (HRCI) • Professional in HR (PHR)

Certificates of Excellence | 77

Notes:

78 | Leadership and Professional Development Opportunities

3 • Programs and Academies

Add value to your career— and to Duke!

”It’s important we’re

creating opportunities for Duke employees to grow. Our programs help employees maximize their potential and strengthens Duke’s talent. KEISHA WILLIAMS, AVP L&OD (6 YEARS AT DUKE)

DID YOU KNOW? Leadership development matters! Studies show investments in leadership development: 1. Help to attract and retain talent. 2. Drives a performance culture. 3. Increases organizational agility.

Elevate yourself to

success!

Most leaders know and understand the need for additional training and development, however, itâ&#x20AC;&#x2122;s hard to know where to start. L&OD can help you grow your skills and build the confidence to tackle challenges face on. How do you identify your own training needs?

Are you aware of the resources available to you at L&OD?

How many professional development activities have you been involved in within the last 12-18 months?

Programs and Academies | 79

Duke LE'hu

n.~r11i

ACADEMY

Duke Leadership

Academy (DLA) https://hr.duke.edu/training/programs/duke-leadership-academy

The Duke Leadership Academy (DLA) offers emerging leaders from across the university the opportunity to participate in a unique 12-month development initiative based on the Fuqua/Coach K Center on Leadership & Ethics (COLE) leadership model. The curriculum includes a focus on leadership and management styles and behaviors to implement strategy. For more information, contact Keisha Williams at mekeisha.williams@ duke.edu.

Participation in the program is highly selective and based on nominations by Duke vice presidents and deans. Those selected to participate learn from senior-level leaders and stakeholders at Duke. Learning takes place in the classroom, through 360˚ assessments and practical application, via a team project and coaching.

Participant Benefits ✓ Practice giving and receiving

✓ Enhance awareness of

behavioral feedback

leadership competencies

✓ Learn best practices for

✓ Strengthen leadership

assessing and developing talent

competencies and skills ✓ Access to thought leaders from

”

The Duke Leadership Academy gave me the invaluable opportunity to learn how others perceive me as a leader and to understand how I can build on my strengths and continue to develop in all leadership domains. As well as providing avenues for self-study, the Academy also put me in a position to explore how Duke University functions and about the values of our institution and its leadership. ALLISON BELAN - 15 YEARS AT DUKE - DLA 2017

80 | Leadership and Professional Development Opportunities

✓ Increase engagement and commitment to Duke

across the university

”

The Duke Leadership Academy provided me with a deep appreciation for the multi-scale interactions among faculty, staff, and students on campus. Moreover, I gained concrete skills for tackling leadership challenges, while forming strong interpersonal connections across the University.” NICOLETTE CAGLE - 10 YEARS AT DUKE – DLA 2018

Duke Management

Academy (DMA)

Duke MA1

1-\UCIVICI

ACADE"MY

https://hr.duke.edu/training/programs/duke-management-academy

The Duke Management Academy is part of Learning and Organization Development’s commitment to develop leaders at all levels within Duke University and Health System. The target audience includes middle managers within all business units who are experienced managers and high potential leaders who want to sharpen their leadership skills. The Duke Management Academy is a significant investment in your professional growth by Duke, your leaders, and by you. Participants will be chosen from a pool of nominees based on the strength of their application, Statement of Intent, and Letter of Recommendation.

Areas of Focus ✓ Personal values

✓ Human resources

✓ Strategic thinking

✓ Developing employees

✓ Decision making

✓ Valuing diversity

✓ Financial management For more information, contact Joy Birmingham at joy.birmingham@duke.edu.

”

The Duke Management Academy has been a great investment in my time, providing me with tools and resources to further my professional and leadership skills. I have been able to meet and form relationships with so many colleagues across the university and health system through participation in the cohort. I’ve learned to challenge myself with thinking more about creative ideas and voice my opinion in high stake meetings. COLEMAN MILLS III - 2 YEARS AT DUKE, DMA 2019

Programs and Academies | 81

Duke D"V£llJl''VltN

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Professional Development

Academy (PDA) Foundational Skills Program

Foundational Skills Program is a 37-week intensive designed for staff currently working in non-administrative roles categorized as levels 2-5, B1, and B2. The program focuses on the development of fundamental administrative knowledge and skills and prepares individuals to apply for entry-level administrative Duke believed in us and gave us the roles at Duke. The Foundational Skills ability to achieve our goals. I used Program lays the groundwork for the to talk the talk about achieving my development of tactical, technical dreams, now I can walk the walk. and soft skills essential for today’s first-time administrative professional. IMER RAMADANOVIC - 10 YEARS AT DUKE, FSP 2019 Nominations for the program will open January 24 and will be accepted until April 10, 2020.

”

Foundation Skills Program Website:

https://hr.duke.edu/training/programs/foundational

Frontline Supervisor Program

This is a nine-month long program designed for individuals newly appointed within the past two years and who are actively performing in a supervisory role. The Frontline Supervisors Program outcomes focus on preparing supervisors to effectively oversee the productivity and progress of direct reports by honing four functional areas of management: coordinating, leading, planning and organizing. Registration will open in the Spring 2021.

For more information on the Professional Development Academy programs, contact Gina Rogers at gina.rogers@duke.edu.

82 | Leadership and Professional Development Opportunities

L&ODPrograms FOR

D U K E

S C H O O L

O F

N U RS I N G

------------------------------------------------------------------------------------

Emerging Leaders Program (ELP) Emerging Leaders is a unique leadership program within the School of Nursing. Potential leaders are nominated for the program and ten participants were selected for this year long program of 8 classes and the completion of a group project, which requires research, interviews, surveys or events, and a final paper and presentation. The cohort is together in leadership classes and a group project for an entire year, which concludes with a graduation ceremony. For more information, contact Joy Birmingham at joy.birmingham@duke.edu.

”

The Emerging Leaders Program has been such a fulfilling development opportunity! The program offered workshops that I may not have benefited from independent of them being offered in this great leadership pack of tools to use as I develop into a more effective contributor and collaborator in my professional career. The opportunity I have thoroughly enjoyed participating of mentorship at the start of the program in the Emerging Leaders Program. I was invaluable, and to hear first-hand have learned a lot about the various from campus executives and leaders aspects of leadership, but also how to was not only inspiring, but proof of manage the greatest asset: people. The the meaningful commitment and program taught me a lot about myself, investment in the School of Nursing forced me to step outside of my comfort and larger Duke s talent. Just an overall zone and afforded me the opportunity a great experience! Very grateful to be a to work collaboratively to effect change part of the inaugural cohort of DUSON on a real life issue at DUSON with my Emerging Leaders!” teammates.”

”

KEYSHA HALL -7 YEARS AT DUKE, ELP COHORT 1

NAJLA MCCLAIN - 8 YEARS AT DUKE, ELP COHORT 1

Programs and Academies | 83

L & O D P R O G R A M S

Guide to Managing at Duke AUDIENCE: Duke University & Health System Employees Website: https://hr.duke.edu/training/programs/guide-managing-duke

Guide to Managing at Duke is a three-day program that prepares and equips University and DUHS managers to meet changing strategic, operational, and work culture objectives through effective managerial practices. Program participants will develop and enhance skills and perspectives that are essential for managers and leaders. This is accomplished using interactive skill practice, engaged discussion, and other learning methods as we work through the human resources cycle.

Day One:

MINDFUL LEADERSHIP Understand reactions to stress and crises and your impact on others. MANAGING FOR HEALTH Learn about mental & emotional well-being, work-related injuries, and fitness for duty assessments, support for FMLA and ADA, special parking, international travel medicine and reproductive health.

Day Two: RECRUITMENT AND SELECTION The five phases of the recruitment selection process: Designing a recruitment plan, identifying an available, diverse and well-qualified candidate pool, assessing the candidate pool, making the selection, and closing the recruitment. COMPENSATION Overview of total rewards principles, key compensation/benefits topics, Department of Labor and FLSA requirements.

84 | Leadership and Professional Development Opportunities

ONBOARDING The process of hiring, welcoming, orienting, and engaging a new employee. PERFORMANCE MANAGEMENT Understand the impact of performance management on a managerâ&#x20AC;&#x2122;s ability to deliver results, and build relationships.

L & O D P R O G R A M S

Day Three: BUILDING A POSITIVE WORK CULTURE Help managers meet their business needs by minimizing workplace distractions, and allowing you to focus on meeting, or exceeding established business goals. DIVERSITY AND INCLUSION Learn to create a community built on collaboration, innovation, creativity, and belonging. MANAGING CHANGE Distinguish differences between change and transition and the strategies to support change.

Schedule and Registration 1. Approval from department leadership is required; please first consult with your supervisor. 2. Please contact the entity HR representative for your area to find out when the next Guide to Managing at Duke is scheduled, and to register. For more information on this program, contact Michelle Jones at michelle.jones@duke.edu.

For DUHS Employees Only:

Guide to Managing at Duke Plus Website: https://hr.duke.edu/training/programs/guide-managing-duke-plus

Programs and Academies | 85

Learning & Organization Development Programs Not sure which L&OD program is the right one for you? Use this reference chart to help you find the best fit for your goals. Visit https://hr.duke.edu/training/programs for more information!

AUDIENCE

PURPOSE

PROGRAM DURATION

L&OD CONTACT

Offers emerging leaders from across the university the opportunity to participate in a professional development initiative based on the Fuqua/Coach K Center on Leadership & Ethics (COLE) leadership model.

12 months

Keisha Williams mekeisha.williams@duke.edu

Offers middle managers an opportunity to learn the art and science of leadership and the work that is essential for Duke's succes as a whole.

12 months

Joy Birmingham joy.birmingham@duke.edu

Duke Leadership Academy (DLA) Duke University Eligibility: Level 16 and above leaders nominated by Duke vice presidents and deans.

Duke Management Academy (DMA) Duke University Duke University Health System Eligibility: Level 12 - 15 98 and below Experienced and gifted leaders who want to sharpen leadership skills.

Professional Development Academy (PDA)

Frontline Supervisor Program (FSP) Duke University Duke University Health System Eligibility: Individuals newly appointed within the past two years who are actively performing in a supervisory role.

Focuses on preparing supervisors to effectively oversee the productivity and progress of direct reports by honing for functional areas of management: Coordinating, Leading, Planning & Organizing.

9 months

Gina Rogers gina.rogers@duke.edu

Foundational Skills Program (FSP) Duke University Duke University Health System

Develops fundamental administrative knowledge and skills and prepares individuals Eligibility: to make application for entryStaff currently working in levels 2 - 5, B1 and level administrative roles within B2 classifications. both the University & Health system.

37 weeks

Guide to Managing at Duke (GTM) Duke University Duke University Health System Eligibility: Level 16 and above leaders nominated by Duke vice presidents and deans.

Prepares and equips Duke University and Health System managers to meet changing strategic, operational and work culture objectives through effective managerial practices.

86 | Leadership and Professional Development Opportunities

3 days

Please contact the entity HR representative for your area to find out when the next Guide to Managing at Duke session is scheduled, and to register. You may also contact Michelle Jones at L&OD, michelle.jones@duke.edu or (919) 613.7600.

4 â&#x20AC;˘ Resources

Learning is an investment worth making.

Other Development Programs New Staff Orientation: An essential part of the onboarding process for new and transferring employees, which provides an overview of the organization, employment expectations, and Duke’s benefits. Do you need to register a new employee for New Hire Orientation? Visit the website: https://hr.duke.edu/forms/manager/orientation-sign-form.

Employee Development Initiative: A funded program supporting the professional development of employees at Duke University Hospital. Health system employees can obtain more information by visiting: https://intranet.dh.duke.edu/SitePages/Home.aspx

Toastmasters Clubs at Duke: Duke-affiliated clubs that provide instruction and skill development to help people speak effectively, organize and conduct meetings, and motivate others. Visit the site: https://hr.duke.edu/training/programs/toastmasters

Other Resources, Classes, and Workshops LinkedIn Learning: Duke students, faculty and staff can access the entire LinkedIn Learning online training library anytime, anywhere. Key LinkedIn Learning features include over 13,000 courses covering business, technology and creative topics. Visit the site: https://www.linkedin.com/ learning?u=77842946&auth=true

Duke Credit Union Financial Seminars: Online resources listed under “Resources/ Financial Education” tabs.

Duke Continuing Studies: Offers more than 200 non-credit courses and workshops ranging from academic to the practical for both personal enrichment and career development. For information, visit: https://learnmore.duke.edu/front. OIT Technology Training: Offers both free pre-scheduled technology seminars and OnDemand Training to support Duke academic needs and assist the university community in using OIT-specific tools. Visit the site: https:// oit.duke.edu/what-we-do/services/onlinetrainingOccupational

Occupational and Environmental Safety Office (OESO) Training: Required online compliance trainings (Integrity in Action, HIPAA, etc.) and safety trainings (fire, radiation, ergonomics, etc.). Visit the site: https://www.safety.duke.edu/.

Immigration & Visas (Duke Visa Services): Workshops provide critical skills for Duke staff who manage the immigration/ visa process for foreign faculty, staff, scholars, and other visitors coming to Duke. Visit the site: https://visaservices.duke.edu/.

Medical Center Library Users: Presented by the Medical Center Library and held at the Medical Center Library computer classroom, Room 104.

Environmental Sustainability: Workshops provide materials and skills necessary to “green” your office. Visit the site: https://sustainability.duke.edu/. Durham Technical Community College and North Carolina Central University: Offer a wide range of classes available to Duke Employees.

Want to learn more?

7 Resources Duke Benefits

Where to find us? https://hr.duke.edu/benefits

Retirement Planning

Duke offers some of the most competitive retirement plans in the country. To learn more about them, consider watching recordings of some of the Duke-sponsored retirement planning workshops, which are offered every May. These workshops cover an array of topics including: ✓ Information about the Employees’ Retirement Plan (ERP) ✓ Faculty and Staff Retirement Plan (403b plan) offered to eligible Duke University and Health System employees ✓ Selecting income options in retirement, Social Security rules, and tips on estate planning ✓ Strategies for saving and investing to meet your goals The online workshops can be found on the Human Resources website https://hr.duke.edu/benefits/finance/financial-fitness/presentations

Resources | 87

Disability Management System Where to find us? https://access.duke.edu/

ADA Building Blocks Course ID: LOD-E-DMS-220 Duration: Two Hours Location: 406 Oregon Street Time: 9:00am – 11:00am

OFFERED:

Spring 2020 February 20........................Room 103 March 19 ............................Room 103

Fall 2020 August 21 ...........................Room 103 October 16 .........................Room 103

The ADA Building Blocks training course explains the basic requirements of the Americans with Disabilities Act in simple, understandable terms. This introductory course is designed to help increase your knowledge and understanding of the basic principles and core concepts in the ADA and the ADA Amendments Act of 2008 (ADAAA). Some concepts in the ADA Building Blocks program will include: ✓ ADA Building Blocks ✓ Increasing numbers of persons with disabilities in our workforce ✓ Impairments and restrictions on major life activities ✓ Essential job function analysis ✓ The reasonable accommodation process; reassignment as a reasonable accommodation ✓ The hiring process and assisting applicants with disabilities ✓ Service animals in the workplace ✓ Intersection of FMLA/ADA/workers’ compensation ✓ OFCCP Section 503 Requirements for Self-Identification for Individuals with Disabilities

88 | Leadership and Professional Development Opportunities

Office for Institutional Equity Where to find us? https://oie.duke.edu

Implicit Bias & Employment Transactions OFFERED:

Fall 2020

October 24.................Room 103

Participants will gain an understanding of the history of diversity and inclusion in the U.S. as a way of setting the stage for a discussion of implicit bias. Through lecture, group discussion, and interactive exercises, employees will gain an understanding of the theory underlying implicit bias, explore personal areas of potential bias, and gain knowledge of how implicit bias can impact employment transactions. Visit https://oie.duke.edu/ for more information on available training sessions and Duke’s commitment to Diversity and Inclusion.

Staff & Labor Relations Where to find us? https://hr.duke.edu/about-hr/department/staff-labor-relations

Documenting Employee Performance OFFERED:

Fall 2020

October 25.................Room 109

Addressing work performance issues is one of the most challenging responsibilities that managers have. Documenting performance is an essential component of this process. Explore two types of documentation that managers and supervisors use for performance management. Participants will:

3 Course ID: LOD-E-OIE-360 Duration: 3.5 Hours Time: 8:30am – 12:00pm Location: 406 Oregon Street

4 Course ID: LOD-E-SLR-100 Duration: 4 Hours Time: 8:30am – 12:30pm Location: 402 Oregon Street

✓ Review the necessity for record-keeping and organizational compliance. ✓ Practice documentation. ✓ Review additional resources.

Resources | 89

5 Course ID: LOD-E-HR-REC Duration: Four Hours Location: 406 Oregon Street Time: 8:30am – 12:30pm

Recruitment & Resource Center Where to find us? https://hr.duke.edu/training/career-resource-center

Employment Best Practices OFFERED:

Spring 2020 February 7..........................Room 103 May 8 ..................................Room 103

Fall 2020 August 7 .............................Room 103 November 6.......................Room 103

Hiring the best people and managing them well is a key competency of effective managers/supervisors. Discover how to evaluate candidates legally and fairly, and learn the essentials of the recruiting process from planning to on-boarding, ensuring your department’s success. First, we will review Duke’s harassment and non-discrimination policies and then discuss the context for each. We will also discuss useful strategies for responding to harassment concerns. Second, we will explore the five phases of the recruitment and hiring process: ✓ Phase I: The preparation step ✓ Phase II: Starting recruiting activities ✓ Phase III: Assessing the candidates ✓ Phase IV: Evaluation and assessments ✓ Phase V: Completing the hire and onboarding

90 | Leadership and Professional Development Opportunities

Your Career at Duke

Registration Form: https://forms.hr.duke.edu/training/career/registration/ OFFERED:

Spring 2020 February 6, 13 & 20.............Room 03 May 7, 14 & 21.....................Room 03

Fall 2020 August 6, 13 & 20 ................Room 03 November 5, 12 & 19..........Room 03

This 3 PART WORKSHOP is comprised of one-hour sessions held a week apart.

Duration: Three Days Location: 705 Broad Street Time: 5:30pm – 6:30pm

Session One: Resumes at Duke: Best Practices - This session will answer key resume questions on length, key words, best font size, and whether to include a summary of qualifications or an objective. The session will provide tips on writing a strong resume for Duke’s online applicant tracking system. Session Two: Recruitment and the Transfer Process - An active job search is much more than a resume posted online at hr.duke.edu/careers. Understanding job descriptions, networking, and how to identify the right jobs are key to being successful in your search. Staff from HR recruitment will provide insight on finding another job or career opportunity at Duke. Session Three: Interviewing 101 - You’ve prepared your resume, clarified your focus, and applied for jobs, and then you get the call for an interview! What now? Interviewing 101 shares tips on how to prepare for an interview, how to navigate typical interview scenarios, and how to follow-up after an interview. Learn suggestions on what TO DO and what TO AVOID. Visit: https://forms.hr.duke.edu/training/career/ for more information on this program.

Resources | 91

6 NOTE: In preparation for Concur, the new system that will be used to process expense reports, TRaC Representative classes and certification are temporarily suspended. Classes and certification focusing on processing expense in Concur will re-launch in later winter 2020. If you have questions, please email financialtraining@duke.edu.

Duke Financial Services Where to find us? finance.duke.edu/training

Financial Open Enrollment Courses

In partnership with the functional departments in Financial Services, this team provides a range of basic to advanced understanding of our administrative systems and processes. ✓ SAP Enterprise System ✓ Sponsored Research Advanced Topics ✓ SAP Business Warehouse System ✓ Duke@WORK ✓ Purchasing and Accounts Payable Process ✓ Payroll Process ✓ Financial Certification Programs ✓ Specialized Training ✓ Customized Training

Financial Certification Programs

In partnership with the functional departments in Financial Services, this team provides a range of basic to advanced understanding of our administrative systems and processes. Programs include ✓ SAP Enterprise System ✓ Sponsored Research Advanced Topics ✓ SAP Business Warehouse System ✓ Duke@WORK ✓ Purchasing and Accounts Payable Process ✓ Payroll Process ✓ Financial Certification Programs ✓ Specialized Training ✓ Customized Training ✓ TRaC Representative Certification

Duke ProComm

Where to find us? https://sites.duke.edu/procomm/ A professional development program designed for and by Duke Communication Professionals; includes job skills, manager and leader tracks.

92 | Leadership and Professional Development Opportunities

Follow us on LinkedIn and subscribe to our blog. www.linkedin.com/company/duke-learning-&-organization-development/about/ https://sites.duke.edu/lodtraininghub/organization-development/

L&ODâ&#x20AC;&#x2122;s 2020 catalog is available electronically. To download an accessible PDF version, please visit hr.duke.edu/training/course-offerings ÂŠ 2019 Learning & Organization Development

Duke

LEARNING & ORGANIZATION DEVELOPMENT

HUMAN RESOURCES

402 and 406 Oregon Street Box 90463 Durham, North Carolina 27708

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