PROFESSIONAL SERVICES SCHEDULE · 2020-03-11 · 1 . PROFESSIONAL SERVICES SCHEDULE . SIN 874-1 -...

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PROFESSIONAL SERVICES SCHEDULE

SIN 874-1 - Integrated Consulting Services

SIN 874-4 - Training Services: Instructor Led Training, Web-Based Training and Education Courses, Course Development and Test Administration Learning Management, Internships

Capital Training P.O. Box 1093

Fair Oaks, Calif. 95628 Phone: 916.966.4788

Email: [email protected] www.Capital Training.US

Small, Woman-Owned, DBE WBE

mailto::%[email protected]

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Table of Contents

Capital Training Policies ................................................................................................................. 3

Course Pricing................................................................................................................................. 6

Course Descriptions...................................................................................................................... 12

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1a. Awarded SINs: 874-1 Integrated Consulting Services / 874-4 Instructor-Led /Web-Based Instruction

1b. Maximum order Threshold: $1,000,000.00

1c. Labor Category Descriptions: See page 6

2. Minimum order: $500.00

3. Geographic coverage (delivery area): State of California

4. Point of Production: All training materials and courses are developed in California.

5. Discount from list prices or statement of net price: All prices listed are net prices

6. Volume discounts:

Personal and Professional Development Courses

Dollar Volume Purchased Discount Terms

$100,000 5% The scheduled courses would have a 10-day cancellation policy with a reschedule option only. $250,000 10%

All Courses

Dollar Volume

Purchased Discount Terms

$500,000 18% The scheduled courses would have a 10-day cancellation policy with a reschedule option only.

7. Prompt payment discount: 1% / 29 days.

8. Acceptance of Government Credit Cards: Government credit cards will be accepted for

orders above and below the micro-purchase threshold.

9. Foreign items: Not applicable.

10. Time of delivery: 30 Days from receipt of order. To be negotiated with ordering activity.

11a. Expedited Delivery: Contact the contractor for availability.

11b. Overnight and 2-day delivery. Contact contractor for availability

11c. Urgent Requirements: Contact contractor for availability

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12. F.O.B. points: Destination

13a. Ordering address: Capital Training, Inc. PO Box 1093 Fair Oaks, Ca. 95628 Telephone: 916-966-4788 Email: [email protected] www.capitaltraining.us

13b. Ordering Procedures: Order Form via email or Telephone

14. Payment Address: Capital Training PO Box 1093 Fair Oaks, Ca 95628 Attn: Accounts Receivable

15. Warranty Provision:

Capital Training stands behind its services as being accurate and complete to fulfill the statement of work requirements issued by the state of California ordering activities.

16. List of service and distribution points: Capital Training PO Box 1093 Fair Oaks, Ca Phone: 916.966.4788 Email: [email protected]

17. List of participating dealers: N/A 18. Preventive Maintenance: N/A 24a. Environmental Attributes: N/A 24b. Section 508 Compliance:

Capital Training will work with the Agency Coordinators to ensure all training courses meet the requirements of Section 508.

25. Data Universal Number (DUNS): 032940408 26. Employer Identification Number (EIN): 81-2839082 27. Notification regarding registration in System for Awards Management System

(SAMS): Capital Training is registered in the SAMS.

mailto:[email protected]

http://www.capitaltraining.us/

mailto:[email protected]

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CAPITAL TRAINING – Corporate Overview Founded in 2015, Capital Training, Inc. is a DBE, WBE, and SB certified, woman-owned firm specializing in providing quality professional services including:

Management Consulting

• Change Management • Organizational Development • Career Counseling • Executive Coaching • Design Thinking

Training • Training Needs Assessments • Facilitation • Off –The –Shelf Training • Blended Training Program

Development • Curriculum Design • Training Management • e-Learning • Evaluation

Capital Training, Inc. is known for providing HIGH IMPACT training programs at all levels - from blue-collar to senior management.

Capital Training, Inc. utilizes best practices such as the ROI and ADDIE Methods to design, develop, and evaluate their training offerings. All consultants are well educated and possess ten years or more experience in their respective fields.

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CAPITAL TRAINING Labor Categories

SIN 874-1

Labor Category: Project Manager Functional Responsibilities Performs day-to-day management of assigned delivery order projects that involve various teams of management professionals. Demonstrates proven skills in those technical areas addressed by the delivery order to be managed. Organizes directs and coordinates the planning and production of all activities associated with assigned delivery order projects. Demonstrates writing and oral communication skills.

Experience & Education Requires a business-related BA and five years of relevant experience

Labor Category: Project Assistant Functional Responsibilities Coordinates with Project Managers to provide administrative support to project teams. Ensures standard procedures are tailored to the needs of the client. Prepares reports as required.

Experience & Education HS Diploma and 5 years of relevant experience

Labor Category: Subject Matter Expert I Functional Responsibilities Provides technical assistance related to the analysis, design, deployment, utilization, monitoring and/or evaluation of projects and related issues in his or her sector. Is capable of providing government agencies with the expertise and alternative courses of action needed to solve a myriad of management problems expeditiously. The individual is solely capable of analyzing organizations, recommending changes to its structure, and help implement changes. Such modifications may include eliminating nonessential functions or jobs, reorganizing processes, or job or business functions. Duties may include researching legislative and organizational matters, recommending alternatives and best practices, reviewing organizational effectiveness and recommending improvements, and developing communication strategies for both internal and external audiences. Can perform under the supervision of senior personnel.

Experience & Education Requires a business- related BA and 7 years of relevant experience

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Labor Category: Subject Matter Expert II Functional Responsibilities Provides technical assistance related to the analysis, design, deployment, utilization, monitoring and/or evaluation of projects and related issues in his or her sector. Is capable of providing government agencies with the expertise and alternative courses of action needed to solve a myriad of management problems expeditiously. The individual is solely capable of analyzing organizations, recommending changes to its structure, and help implement changes. Such changes may include eliminating nonessential functions or jobs, reorganizing processes or job or business functions. Duties may include researching legislative and organizational matters, recommending alternatives and best practices, reviewing organizational effectiveness and recommending improvements, and developing communication strategies for both internal and external audiences. Can supervise junior personnel.

Experience & Education Requires a business- related BA and nine years of relevant experience

Labor Category: Subject Matter Expert III Functional Responsibilities Provides technical assistance related to the analysis, design, deployment, utilization, monitoring and/or evaluation of projects and related issues in his or her sector. Is capable of providing government agencies with the expertise and alternative courses of action needed to solve a myriad of management problems expeditiously. The individual is solely capable of analyzing organizations, recommending changes to its structure, and help implement changes. Such changes may include eliminating nonessential functions or jobs, reorganizing processes or job or business functions. Duties may include researching legislative and organizational matters, recommending alternatives and best practices, reviewing organizational effectiveness and recommending improvements, and developing communication strategies for both internal and external audiences. Shall supervise junior personnel.

Experience & Education Requires a business- related BA and 11 years of relevant experience

Labor Category: Management Consultant III Functional Responsibilities Analyzes business processes to determine the most efficient methods of accomplishing work. Analyzes data and prepares reports that inform clients of specific results and trends which might affect their program planning. Studies work procedures, information flow, production methods, inventory controls, and cost analysis. Documents findings and recommends new procedures, systems, and organizational changes, including staffing, equipment, and facility requirements. Formulates recommendations, policies, and plans that aid in the interpretation of trends and markets and supports the development of programs. Monitors newly implemented systems to ensure smooth functioning. May implement new systems and train operating staff. May conduct operational effectiveness reviews to ensure changes are applied and functioning as intended. Develops and maintains operating systems documentation and procedures manuals. Manages large complex projects, often more than one at a time.

Experience & Education Requires a business- related BA and ten years of relevant experience

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Labor Category: Facilitator Functional Responsibilities Responsible for facilitating, developing, and implementing training designed and created by the training team with the purpose of development of employees. Will provide technical assessment of training courses and report results to the customer. Review training curriculum and documentation to ensure development is in accordance with specifications. Develop and update program training schedules and milestones; develop training presentations and issue papers. Communicate feedback and suggestions for improvement to program developers. Participate in the testing, inspection, and implementation of training programs.

Experience & Education Requires a Bachelor's degree with ten years’ experience of which a minimum of 2 years must be specialized in the facilitation of working group and team processes.

Labor Category GSA Hourly Rate

Subject Matter Expert I $164.99

Subject Matter Expert II $224.99

Subject Matter Expert III $299.99

Project Assistance $73.74

Project Manager $163.86

Management Consultant III $208.40

Facilitator $208.40

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CAPITAL TRAINING COURSE OFFERINGS

SIN-874-4 All CAPITAL TRAINING courses are available in various formats and can be offered as seminars, series, or lunch & Learn style training programs that are flexible in design for a 1 to 3-day curriculum design.

SIN Course Number PERSONAL DEVELOPMENT & LIFE SKILLS 874-4 PER-1001 Balancing Work & Family 874-4 PER1002 Stress Management 874-4 PER-1003 Achieving Self-Empowerment 874-4 PER-1004 Excel 2010 – Level 2 874-4 PER – 1005 Excel 2010 – Level 3 874-4 PER -1006 SharePoint SIN Course Number CAREER DEVELOPMENT 874-4 CD-1004 Your resume and Skills Portfolio 874-4 CD-1005 Marketing Yourself for a Successful Job Search 874-4 CD-1006 The Art of Networking 874-4 CD-1007 You’re Hired! Conducting a Successful Interview 874-4 CD-1008 Coping with Job Loss 874-4 CD-1009 Managing a Career Change SIN Course Number DIVERSITY & MANDATORY TRAINING 874-4 DM-1013 Talking Across Generations 874-4 DM-1014 Valuing Diversity 874-4 DM-1015 Sexual Harassment Prevention 874-4 DM-1016 Prevention of Workplace Violence SIN Course Number COMMUNICATION 874-4 COM-1017 Effective Conflict Resolution 874-4 COM-1018 Effective Communication 874-4 COM-1019 Effective Business Writing SIN Course Number TEAM BUILDING 874-4 TB-1019 How to Facilitate a Successful Meeting 874-4 TB-1020 How to Motivate, Retain and Lead a Team 874-4 TB-1021 Working Effectively as a Team SIN Course Number LEADERSHIP DEVELOPMENT 874-4 LD-1022 The Foundation of Leadership-The New Supervisor 874-4 LD-1023 Leadership Essentials for Support Staff 874-4 LD-1024 Leadership 101 874-4 LD-1025 Leadership 101 For Managers 874-4 LD-1026 New Supervisor Training SIN Course Number PROFESSIONAL DEVELOPMENT 874-4 PD-1027 How to Motivate, Retain, and lead a team 874-4 PD-1028 How to facilitate a successful meeting 874-4 PD-1029 Managing Former Peers 874-4 PD-1030 Exceptional Customer Service 874-4 PD-1031 The Successful Mentor 874-4 PD-1032 Managing Multiple Priorities 874-4 PD-1033 The 5A’s of Success 874-4 PD-1034 Delegation for Results 874-4 PD-1035 Successful Goal Achievement

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1-Day Course

$2,084.00

2-Day Course

$3,753.28

3-Day Course

$8,440.98

Executive Management SIN 874-4

The Executive Management curriculum is designed for the Federal professionals in the GS14 and above category. The Professional Development and Leadership sources offered in the curriculum are designed to complement the OPM ECQ’s. All courses are designed with real world Federal focus exercises.

SIN Course # Executive Management Training (GS 14 & Above) Courses

Length

Price

874-4 EM-1037 Effective Coaching Skills 2 Days $5,627.58 874-4 EM-1038 Managing Change 1 Day $3,001.74 874-4 EM-1039 Five days to Retool- The Human Side of Leadership 5 Days $9,378.78 874-4 EM-1040 Leading the Change Initiative 1 Day $3,001.74 874-4 EM-1042 Performance Management 1 Day $3,001.74 874-4 EM-1043 Business Process Improvement 1 Day $3,001.74 874-4 EM-1044 Human Resource Management 1 Day $3,001.74 874-4 EM-1045 Cultural Assessment and Design 1 Day $3,001.74 874-4 EM-1046 Organizational Effectiveness 1 Day $3,001.74 874-4 EM-1047 Ethical Leadership 1 Day $3,000.96 874-4 EM-1048 Systems Thinking 1 Day $3,000.96 874-4 EM-1050 Negotiation Strategies for Senior Level Employees 1 Day $3,000.96 874-4 EM-1051 Managing Your Career-IDP for Employees 1 Day $3,001.74 874-4 EM-1052 Managing Your Career- IDP for Managers 1 Day $3,001.74

874-4 EM-1053 Presentation Savvy- Presenting with Power 2 Days $5,627.58

874-4 EM-1054 Performance Excellence: Achieving Results with Effective Teamwork 4 Days

$14,698.23

874-4 EM-1055 Managing Up 1 Day $3,023.63

CORE COURSE OFFERING PRICING

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Specialized Project Management Course Offerings

SIN 874-4 Capital Training Specialized Project Management Course offerings provide an enriched

curriculum of Project Management centered training valuable to Project Managers

SIN Course # Specialized Project Management Courses Length Price 874-4 *PM-1056

*PM 1056 Fundamentals of Project Management Fundamentals of Project Management 5-Day

3 Days 5 Days

$8,440.98 $20,997.48

874-4 *PM-1057 Effective Project Communications Management 2 Days $8,398.99 874-4 PM-1058 The ABC’s of Project Management 3 Days $8,440.98

874-4 *PM-1059 Cost-Benefit and Cost-Effectiveness Analysis with Benefit Value Scoring (BVS)*

3 Days $9,378.00

874-4 *PM-1060 IT Project Management* 4 Days $12,504.00 874-4 *PM-1061 Program Management Using Earned Value* 3 Days $9,378.00 874-4 *PM-1062 Project Scheduling Methods: Critical Chain, Agile, and

Earned Value* 4 Days $12,504.00

874-4 *PM-1063 Managing Project Risks* 3 Days $9,378.00 874-4 *PM-1064 Benefit Cost and Contract Management (Relevant

government requirement: Earned Value Management and Cost Estimates) *

3 Days $9,378.00

874-4 *PM-1065 Project Cost and Contract Management (Relevant Government requirement: Overview of Basic Acquisition Process for Project Managers) *

3 Days $9,378.00

874-4 *PM-1066 Effective Project Communications Management (Relevant government requirement: Leadership and Interpersonal Skills) *

4 Days $12,504.00

874-4 *PM-1067 Apprentice Level Building the business Case-OMB Exhibit 300 (Relevant government requirement: Leadership and Interpersonal Skills) *

4 Days

$12,504.00

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CAPITAL TRAINING Course Policies

10 DAY CANCELLATION POLICY If a course is canceled outside of the 10-day grace period Capital Training, Inc. is entitled to full payment for the course.

FACILITY & EQUIPMENT POLICY Prices do not include facilities and equipment.

CAPITAL TRAINING. STANDARD EQUIPMENT LIST Monitor, LCD, Laptop, Easel w/ Markers (Depending on course content equipment needs may vary)

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CAPITAL TRAINING COURSE CATALOG

Course #: PER-1001

Balancing Work & Family 1- Day Course

Learning objectives Upon completion of this course participants will be able to:

• Utilize new skills to manage home, work and leisure time. • Utilize overall life strategies for successful life management • Say ‘No’ and mean it. • Set life goals and priorities

Course#: PER-1002 Stress Management

1- Day Course

Learning objectives: Upon completion of this course participants will be able to:

• Define stress and how it works. • Self-assess potential for stress. • Identify personal stress symptoms. • Use techniques and strategies to manage stress. • Develop personal stress reduction plan.

Course #: PER-1003

Achieving Self-Empowerment 1- Day Course


• Understand the need for self-improvement • Build self-esteem • Utilize positive interpersonal skills • Demonstrate and utilize self-management skills • Set an action plan for making changes, taking action, and staying on-track

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Course#: CD-1004 Your Resume and Skills Portfolio

1-Day Course

Learning Objectives: Upon completion of this course participants will be able to:

• Emphasize your achievements • Highlight your skills and abilities • Set yourself apart from other candidates • Illustrate your creativity • Support your position in an interview

Course#: CD-1005

Marketing Yourself for a Successful Job Search 1-Day Course


• Design an effective ‘Marketing Plan.’ • Position yourself for successful marketing • Utilize the 6-point marketing strategy • Design and deliver an ‘attention-grabbing’ 30-second elevator speech

Course#: CD-1006 The

Art of Networking 1-Day Course


• Understand the Do’s and Don’t’s of networking • Utilize successful social networking strategies • Build strong, supportive alliances • Develop and organize a diverse network • Conduct a productive Informational Interview

Course#: CD-1007

You’re Hired! Conducting a Successful Interview 1-Day Course


• Avoid the Top 10 interview bloopers • Acing the telephone interview • Clearly articulate WIIFT (What’s in it for THEM) to hire YOU! • Project a professional ‘I’m-the-one-for-the-job’ image • Overcome objections • Feel comfortable asking for the job

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Course#: CD-1008 Coping with Job Loss

1-Day Course


• Identify current knowledge, skills, abilities, and interests • Manage transitional change and related stress • Understand the process of involuntary termination • Prepare for an involuntary lay-off

Course#: CD-1009

Managing a Career Change 1-Day Course


• Identify current knowledge, skills, abilities, and interests • Research career options • Develop a career profile • Conduct an informational interview • Develop a Plan of Execution

Course#: PD-1010 Valuing Diversity

1-Day Course


• Identify three reasons why diversity is critical to the success of an organization. • List four human characteristics that are used to make judgments about others. • Explain the Conformational Behavior Model using a personal example. • Identify common stereotypes and provide two examples that invalidate those stereotypes. • Uncover instances of subtle discrimination and privilege in an everyday situation. • Apply and describe the impact of the Dimensions of Identity model to their own experience

both in grouping others and in being grouped. • Put into action a plan enhancing cultural inclusion.

Course#: PD-1011

Talking Across Generations 1-Day Course


• Understand what characterizes the 4 major generation groups. • Explore and understand the impact of each generation’s histories on the attitudes, values,

and perspectives displayed in the workplace. • Identify best practices that will assist each individual in more effectively avoiding clashes,

resolving difficulties, and improve productivity. Be able to identify the most common obstacles associated with cross-generational issues experienced in the work environment. Describe the impact and/or obstacles associated with communications, relationships, and misunderstanding.

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Course#: PD-1012 Effective Conflict Resolution

1-Day Course


• Recognize potential conflict situations. • Deal with difficult employees, peers, customers, and others with whom regular contact

occurs in the workplace. • Communicate more effectively in a wide variety of situations. • Utilize traditional and alternate means of conflict resolution. • Effectively use mediation to resolve problems.

Course#: PD-1013 Working Effectively as a Team

1-Day Course


• Gain an increased awareness of teams and their role. • Observe how work is completed in a team environment. • Understand the personal style of interacting and communicating. • Increase individual team members' knowledge of each other while increasing the comfort

level of interacting with each other.

Course#: PD-1014

Sexual Harassment Prevention 1-Day Course

Learning objectives Upon completing this course, participants will be able to:

• Avoid sexually harassing behavior. • Realize the cost of sexual harassment to an organization. • Identify the psychological, health-related, and career-related effects of sexual harassment. • Describe the law against sexual harassment and the types of sexual harassment. • Understand an organization's liability if a non-employee harasses an employee. • Identify behaviors constituting verbal, nonverbal, and quid pro quo types of sexual harassment. • Prevent sexual harassment in the workplace. • Respond appropriately if one is being harassed. • Identify the need for a sexual harassment policy in an organization. • Respond appropriately to the employee being harassed and to the accused. • Identify the repercussions of sexual harassment on the organization.

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Course#: PD-1015 How to Motivate, Retain and Lead A-Team

1-Day Course

Learning objectives Upon completing this course, participants will be able to:

• Understand motivation • Recognize the importance of motivation • Meet employee motivational needs • Retain good employees • Communicate effectively • Encourage and model motivation • Provide continuous learning opportunities

Course#: PD-1016 How to Facilitate a Successful Meeting

1-Day Course Learning objectives: Upon completing this course, participants will be able to:

• Operate effective meetings from start to finish • Prevent meeting chaos and disorganization • Be a better meeting participant • Identify the reasons for planning a meeting • Estimate the "real" cost of meetings • Plan the meeting agenda that will be used when conducting the meeting • Decide who the appropriate people are to attend the meeting • Identify the roles to be used during the meeting • Set ground rules as discussed by meeting participants • Evaluate meeting effectiveness

Course#: PD-1017 Managing Former Peers 1-Day Course


• Acknowledge Their New Role • Plan and Prioritize • Be Accessible • Encourage Teamwork • Communicate Upward and Downward • Delegate • Discipline Effectively • Provide Feedback • Model the Way

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Course#:PD-1018 Leadership 101 1-Day Course


• Demonstrate an understanding of the fundamental principles of management and supervision.

• Define the role of the supervisor/manager. • Increase awareness of leadership style differences. • Increase awareness regarding your own leadership style. • Identify the steps of problem solving and decision-making. • Increase effective internal communications, such as managing meetings and written

communications.

• Demonstrate effective delegation and monitoring.

Course#: PD-1019 Leadership 101 for Non-managers

2-Day Course Learning objectives: Upon completion of this course participants will be able to:

• Demonstrate an understanding of the fundamental principles of management and supervision.

• Define the role of the supervisor/manager. • Increase awareness of leadership style differences. • Increase awareness regarding your own leadership style. • Identify the steps of problem solving and decision-making. • Increase effective internal communications, such as managing meetings and written

communications. • Demonstrate effective delegation and monitoring.

Course#: PD-1020 Exceptional Customer Service

1- Day Course Learning objectives Upon completion of this course participants will be able to:

• Define excellent customer service and understand how it impacts everyone in the organization.

• Build and maintain rapport with customers. • Use the LEARN model to deal with customers who are upset • Improve communication and reduce potential conflict. • Provide solutions for customers through active problem solving • Cement relationships with customers. • Create a customer service vision and goal statement.

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Course#: PD-1021 Leadership Essentials for Support Staff

1-Day Course Learning objectives Upon completion of this course participants will be able to understand:

• The changing role of the support person and how their role affects the mission of the organization.

• Their own work style, their manager’s work style and how to use this information to create a successful working relationship.

• How to accept responsibility for their professional growth. • How to turn obstacles into opportunities. • How to adopt the attitude to learn. • The formula for optimal productivity. • How to be a team player and assist internal and external co-workers in

accomplishing the organization’s mission. • How to prevent /avoid involvement in office politics and the consequences of being a part of it.

Course#: PD-1022 The Successful Mentor

1-Day Course Learning objectives Upon completion of this course participants will be able to:

• Understand and maximize the mentoring experience. • Understand their own personal style of interacting. • Employ tools required to be a successful mentor. • Gain experience in effective listening, communication and problem-solving through case

studies. • Identify and eliminate personal obstacles that may derail their chances of success.

Course#: PD-1023 Effective

Communication 1-Day Course


• Identify individual communication style. • Adapt (if appropriate) individual communication style to decrease conflict. • Use ‘I’ and DESC statements to communicate unpleasant news and deal with difficult people. • Understand the significance and impact of non-verbal communication when communicating

under pressure. • Demonstrate active listening skills. • Demonstrate effective feedback skills. • Develop an action plan to increase effective non-verbal, verbal and active listening skills in any

situation.

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Course#: PD-1025 Prevention of Work Place Violence

1-Day Course Learning objectives

Upon completion of this course participants will be able to:

• Describe the impact of emerging workplace violence issues on the role of the supervisor. • Understand the legal implications related to workplace violence. • Implement management practices that are effective in deterring incidents of violence and how to

create a violence- free work environment. • Recognize the 'early warning' signals in employees and the appropriate actions to take to

reduce the potential for violence. • Use safe techniques for defusing angry or hostile behavior using the Stay Calm Method and

what do when faced with threats. • Assess their work environment for workplace security vulnerability and develop a workplace

violence prevention plan for their work area.

Course#: PD-1026 The 5

A’s of Success 1-Day Course


• Increase one’s marketability and value to the organization. • Adopt and understand the impact a positive attitude has on long-term career success. • Understand the importance of maintaining a professional appearance, the power of

perception and body language. • Understand how to develop a positive network. • Understand the career pitfalls of negative influences. • Utilize influential and successful networking skills. • Develop an Action plan for success.

Course#: PD-1027 Successful

Goal Achievement 1-Day Course


• Understand the meaning and value of setting and achieving goals. • Understand the characteristics of a SMART goal. • Develop a goal statement. • Overcome obstacles to achieving goals. • Identify and use developmental opportunities within your agency to set professional goals. • Develop an effective mission statement and action plan

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Course#: PD-1028 The Foundations of Leadership- The New Supervisor

2- Day Course Learning objectives: Upon completion of this course participants will be able to:

• Assess and discuss leadership styles. • Understand the role of power and influence in effective leadership • Develop facilitative leadership skills. • Understand the impact of effective communication and conflict resolution in positions of

leadership. • Analyze and utilize relationships to maximize peak performance and team cooperation. • Understand the performance management cycle.

Course#: PD-1029 Effective Business Writing

2-Day Course Learning objectives: Upon completion of this course participants will be able to:

• Learn proven solutions to business communication challenges • Learn how to speak and write more professionally • Practice “back to basics” elements of written communication • Set an action plan for making changes, taking action, and staying on-track

Course#: PD-1030 New

Supervisor Training 5-day Course


• Identify what supervision, management and leadership is. • Understand the merit system and prohibited personnel practices. • Utilize leading and critical thinking skills. • Utilize the skills of effective leaders. • Improve team effectiveness & efficiency.

NOTE: Customized case studies, scenarios, role plays, etc. will be included and incorporated throughout the course based on samples from the client and target audience.

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Course#: PD-1031 Delegating for Results

1-Day Course


• Explain the delegation process • Select the right person(s) for the delegation process • Avoid delegation pitfalls • Develop the team through the use of delegation

Course#: EM-1033

Effective Coaching Skills 2- Day Course

Learning objectives Upon completion of this course, participants will be able to:

• Eliminate obstacles to managing performance • Utilize a four-phase coaching process for improving performance • Utilize coaching tips for handling a variety of performance problems

Course#: EM-1034 Managing Change

1- Day Course Learning objectives: Upon completion of this course participants will be able to:

• Assess their personal reaction to change and how that style impacts change efforts. • Examine various models to understand the predictable characteristics of change. • Learn the “archetype” behavior associated with major change. • Explore the behaviors exhibited during periods of change. • Learn the steps in adapting to change.

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Course#: EM-1035

5 Days to Retool - The Human Side of Leadership

5-Day Course Overview

5 Days to Retool - The Human Side of Leadership offers participants a very unique and invaluable training approach. In five days, management and employees will learn as a team a variety of leadership skills that will develop individuals as well as strengthen the team. This ‘blended’ approach will provide participants the opportunity to brainstorm ideas, identify personal values, rethink and develop new growth strategies, identify and set individual and team expectations, and resolve conflict and communication challenges. 5 Days to Retool offers a tremendous opportunity for personal and professional development as well as strengthen support and trust between the two groups.

Learning objectives

In addition to the objectives covered in the administrative staff objectives below, supervisory participants will be able to:

• Effectively utilize the different conflict and communications styles • Understand the five functions of Management • Demonstrate leadership abilities • Understand the importance of a diverse workforce • Understand the relationship between personal and work-related values • Understand the life cycle of an employee • Understand and model professionalism • Develop continuous learning Action Plan

Upon completion of this course, administrative participants will be able to: • Design and present effective presentations • Identify communication barriers • Communicate with diplomacy and professionalism • Develop grammatically-correct work-related correspondence • Understand the importance of and utilize effective communication skills • Understand how to manage multiple priorities • Develop continuous learning Action Plan

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Course#: EM-1036 Leading the Change Initiative

1-Day Course

Learning objectives: Upon completion of this course participants will be able to: Learn how to establish and communicate realistic expectations for others. Understand the organizational, agency, and individual impact of change. Develop strategies to address resistance to change. Build an implementation strategy. Develop communication and roll-out strategy. Examine and evaluate the people skills required to facilitate change within an organizational/agency setting.

Course#: EM-1037 Fundamentals of Project Management

3- Day Course Learning objectives: Upon completion of this course participants will be able to: Master fundamental project management skills, concepts, and techniques. Link project goals and objectives to clear, compelling stakeholder needs. Develop work breakdown structures. Set realistic, measurable objectives and ensure positive results. Estimate project costs and schedules using simple, proven techniques. Establish a dependable project control and monitoring system.

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Course#: EM-1038 The ABCs of Project Management

2- Day Course Learning Objectives: Upon completion of this course participants will be able to:

• Define project management as a special skill set. • Identify and describe the critical characteristics of a task vs. project. • Categorize and support the rationale for key determinants in the success of • a project and working with a multi-faceted work team. • Apply knowledge and skills to a practical application exercise.

Course#: EM-1039 Managing Your Career – The Individual Development Plan for Employees

1 Day Course Learning Objectives: Upon completion of this course participants will be able to:

• Understand the need for all employees to respond to the demands of their organization by investing in the development of skills and competencies for a changing workforce.

• Understand the changing role of the employee in collaborating with their

manager/supervisor to develop plans that address personal and professional growth and development.

• Gain an increased understanding of the use of the IDP within the overall Performance

Management process.

• Understand what an Individual Development Plan (IDP) is and the employee’s role and responsibility in ensuring their participation in the process.

• Have a greater understanding of the IDP process and phases.

• Be able to identify areas for individual employee development.

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Course#: EM-1040 Managing Your Career – The Individual Development Plan for Managers


• Understand the need for supervisors/managers to respond to the demands of their organization by investing in the development of skills and competencies for a changing workforce.

• Understand the changing role of the supervisor/manager in collaborating with the employee

to develop plans that address personal and professional growth and development.

• Gain an increased understanding of the use of the IDP within the overall Performance Management process.

• Understand what an Individual Development Plan (IDP) is and their role and responsibility in

ensuring employees' participation.

• Have a greater understanding of the IDP process and phases.

• Be able to identify areas for employee development and coach employees through the IDP process.

Course#: EM-1041 Performance Management

1-Day Course Learning Objectives: Upon completion of this course participants will be able to:

• Use strengths and work on challenges to be a better communicator and team leader. • Become more adept at analyzing workplace problems and have a variety of techniques for

solving these problems. • Establish a process for managing employee performance - from a structured interview

process to a structured performance review. • Coach direct reports through the performance management cycle. • Identify best practices for handling challenging situations in performance management.

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Course#: EM-1042

Business Process Improvement 1-Day Course


• Utilize the principles and techniques of Business Process Improvement. • Design a BPI program. • Understand their role and competencies that are required for the BPI process. • Understand the behaviors of a successful BPI team.

Course#: EM-1043 Human Resource Management


• Understand the importance of their individual roles and rights in handling employee relations issues.

• Understand the importance of the fair administration of policies and procedures. • Determine the nature of conduct problems and the best way to respond to them. • Understand the Equal Employment Opportunity Laws. • Utilize the procedures for conducting internal investigations. • Provide constructive feedback for performance problems. • Handle grievance and disciplinary procedures including counseling sessions.

Course#: EM-1044 Cultural Assessment and Design

1 -Day Course Learning Objectives: Upon completion of this course participants will be able to:

• Identify the types of organizational culture. • Assess the current condition using an Organizational Profile. • Identify the areas that need improvement. • Develop strategies to address the areas that need improvement. • Understand the Baldridge Criteria for Performance Excellence.

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Course#: EM-1045 Organizational Effectiveness

1-Day Course Learning Objectives: Upon completion of this course participants will be able to:

• Outline key components that impact organizational effectiveness. • Diagnose organizational problems. • Determine the appropriate intervention, activities, and programs required to

increase organizational effectiveness. • Characterize the importance of leadership in managing organizational challenges.

Course#:EM-1047 Ethical Leadership

1-Day Learning Objectives Upon completion of this course participants will be able to:

• Define what it means to be ethical • Identify the business advantages of ethical and responsible conduct • Describe the importance of values-based leadership • Describe the psycho-social reasons people do the wrong thing • Describe the seven components of an ethical culture • Identify how leaders create an ethical culture • Apply an ethical decision-making model to everyday business decisions

Course#: EM-1048 Systems Thinking

1-Day

Learning Objectives Upon completion of this course participants will be able to:

• Understand the history of Systems Thinking. • Understand the benefits of Systems Thinking in an organization. • Understand Systems within the organization. • Determine when a Systems Thinking approach should be considered. • Understand and utilize the terms, definitions, and tools.

Course#: EM-1046 Presentation Savvy: Presenting with Power

2- Day Course Learning objectives Upon completion of this course participants will be able to:

• Conduct an audience analysis • Develop a ‘bullet-proof’ presentation • Choose appropriate visual aids • Generate audience participation and interest • Deliver an effective presentation incorporating appropriate body language, gestures, eye

contact, voice inflection, and visual aids • Manage anxiety • Handle difficult questions • Handle, and survive impromptu speaking • Choose ‘I’m In Charge’ attire

(Presentations by participants on Day 2)

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Course# EM 1055 Managing Up

1-Day Managing Up is a relatively new concept in the workplace. It’s probably been done in a variety of processes using several different names. This course will teach participants how to better manage not only their bosses but themselves. Participants who take this class will learn how to:

• Understand the concept of managing up • Understand the mission, goals, and vision of their organization • Understand their Boss’s ‘hot buttons’ and how to avoid them • Understand their Boss’s management style • Understand and utilize diverse communication styles to better communicate with their Boss

and peers • Understand their Boss’s work style and generational values • Learn how to prioritize

Course# EM 1055 Performance Excellence: Achieving Success with Effective Teamwork

4-Days Description This 4 day course teaches participants topics that are critical to become a leader in their organization. Topics explored include how to maintain and lead an effective team, managing multiple priorities, maximizing cultural and generational diversity, learning how to set healthy boundaries in the workplace, learning several communications styles, how to decrease and defuse conflict, how to manage and lead a change initiative, how to work with different personality styles and several other leadership development opportunities.

Upon completion of this course participants will be able to:

• Understand how to project leadership and self-confidence • Learn how to influence people to develop solid relationships • Learn how to build a solid network and mentor relationships to further career goals • Understand a variety of leadership styles and when to use each. • Understand how core values and blinds spots affect leadership ability • Develop an Continuous Learning Plan • Understand the concept of managing up Discover the key characteristics of what makes high performance team successful. Gain an increased awareness of teams and the individual’s role. • Gain an understanding of today’s realities and the dynamics and impact of change on high

performance teams. • Understand the various cycles of team development. • Understand how to create an atmosphere of openness, trust and collaboration. • Understand how to build group consensus and collaboration. • Observe how work is completed in a team environment. • Gain experience in effectively observing and listening within a team environment. • Actively engage in team activities and processes designed to increase the team’s

knowledge and skills. • Model, practice and replicate skills to increase opportunities for group learning and skill

expansion. • Produce an outcome that will all allow the entire team to leave with an increased

understanding of how to work as a high performance team.

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Course# PM 1056 Fundamentals of Project Management

3-Days – (Also available in 5 Day format)

3- Day Description Learning objectives: Upon completion of this course participants will be able to:

• Master fundamental project management skills, concepts, and techniques. • Link project goals and objectives to clear, compelling stakeholder needs. • Develop work breakdown structures. • Set realistic, measurable objectives and ensure positive results. • Estimate project costs and schedules using simple, proven techniques. • Establish a dependable project control and monitoring system.

All Training is within the government and PMI guidelines using PMBOK. The instructor can provide 18 s.

5- Day Description The course is aligned with the PMBOK 4th Edition. We will cover the basics of concepts of project management and then focus on the “soft skills” while reviewing scope, schedule, budget, and risk. We will review the flexibility and limitations faced by a project manager within their environment, linking it back to the IMP and IMS. The class will review the PMI process groups associated with a project. We will then discuss the concept of the “cone of uncertainty” as it relates to the IMP, IMS, and the project. We will discuss the potential impact of assumptions, biases, and constraints on the project, leading to a discussion of “progressive elaboration,” “rolling wave planning,” and configuration management. We will prioritize the project constraints . The participants will then determine the stakeholders for their project and employ a salience diagram to create a prioritized stakeholder registry. Using that document, we will then elicit specific stakeholder requirements for the selected project, and attempt to prioritize those requirements. We will then compare the requirements with the constraints to determine if change requests are required.

The class will then create a Scope Baseline (scope statement, WBS and WBS dictionary) for their project. A select number of the work packages will then be traced into a schedule baseline, with notations of resources, timeframes and basis of estimates (BOE). Using the schedule baseline and the network diagram, the budget for the project will be created by the team. The team will then draft a Performance Measurement Baseline (PMB) for the project.

The team will then work through the issues of risk, creating a prioritized Risk Matrix. The team will then create a Risk Register including trigger, time/cost contingency, proposed risk response, and assignment of a risk owner. Using the project Schedule Baseline, the team will then identify the most probable time and location of the risk occurrence. The Team will then review the potential use of EVM and work through an EVM problem. Since 90% of the job of the project manager relates to communications, the last portion of the course deals with the requirement for the project manager to have the competency to effectively communicate with everyone within the chain of command. Specific case studies will be addressed

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Course# PM 1057 Effective Project Communications Management

2-Days

Description Communications management is one of the essential functions that can dramatically affect the outcome of a project. Project managers must create and effectively use a communications plan that performs three essential project functions: effective data collection, rapid and appropriate information dissemination, management of stakeholder expectations. The project team must identify the appropriate audiences, develop appropriate communications media, establish a communications schedule, then effectively manage the information flow. The course work through the process of developing an effective communications plan. This course is aligned with the Project Management Body of Knowledge (PMBOK) and provided by a PMI Registered Educational Provider.

Learning Objectives Upon completion of the course, participants will be able to:

• Identify project stakeholders. • Analyze stakeholder requirements for project information. • Identify appropriate communication media and timing for stakeholder groups. • Develop an effective project information management approach. • Apply communication methods and tools for an effective communication plan. • Lead project teams through more effective communications.

All Training is within the government and PMI guidelines using PMBOK.

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Course#: PM-1059

Journeyman Level IT Project Management

4 Days

Description

Project management principles and processes are essential for managing today’s complex IT systems. Many IT/ information system projects tend to go over budget, to fall far behind on schedule and, when eventually delivered, don’t meet the requirements of the end-user. Often, the root cause of troubled IT projects can be directly attributable to the violation of project management principles. This course provides the proven tools and techniques for successfully managing an IT project throughout its lifecycle, from concept to closure, and to continually improve the project management process. This course is aligned with the Project Management Body of Knowledge (PMBOK) and provided by a PMI Registered Educational Provider.

Learning Objectives

Upon completion of the course, participants will be able to:

• plan IT projects using a proven step-by-step process • estimate system lifecycle costs, and project costs, resources and time • examine the risk management process • use proven tools and techniques for control of IT projects • understand the communications and processes required to manage a project • understand the use tools to examine risk and alternatives • determine actions required to monitor and mitigate risks • confirm linkage between performance-based, mandatory milestones and customer

expectations (QFD) • examine the concepts of:

o the Capability Maturity Model (CMM) o ISO 9000 o Best Management Practices.

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Course#: PM-1060

Journeyman Level Program Management Using Earned Value

3 Days Description

The course introduces students to earned value management and techniques employed to improve the integrated management of technical, schedule and cost performance of Government Programs. The course focuses on traditional program management practices and how the addition of earned value management as a program management technique is used to measure work accomplished. The earned value approach to determining work progress and how it can be used to identify potential risks and predict future program schedule and cost performance are explained and demonstrated using hands-on, practical exercises, following a case study approach. Five main areas of program management are addressed: organizing, planning, performing, analysis & reporting, and change management. The course emphasizes the changes to these basic program management areas required by the earned value management approach and the preparation of the following tools:

• Work Breakdown Structures • Organization Breakdown Structures • Control Account Plans (Budgets & Schedules) • Performance Measurement Baselines • Variance Analysis Reports • Estimates at Complete

The course also introduces the industry-standard ANSI/EIA-748-A: Earned Value Management Systems that outlines the guidelines that must be followed in order to establish a program management system that uses earned value management and concludes with a discussion of how to best represent the Earned Value Management System in the Capital Asset Plan and Business Case (Exhibit 300).

Learning Objectives


• Recognize how EVM provides improved program management measurements and metrics to

manage schedule, cost, and estimates at completion

• Recognize how earned value is used at the program level and the contract level

• Define earned value management (EVM) concepts

• Define methods and approaches to efficiently implement EVM

• Understand how to make EVM useful to program management

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Course#: PM-1061

Journeyman Level Project Scheduling Methods: Critical Chain, Agile, and Earned Schedule

4 Days

Description

Agencies are being presses to reduce project development time from decades to months. While knowledge of standard scheduling techniques is assumed for this course, these techniques may not provide project managers with a sufficiently innovative scheduling approach to allow the significant decrease of the time to complete a project. This course provides attendees with the opportunity to learn and employ more innovative approaches to the scheduling (Critical Chain and Agile Project Management) and the tracking (Earned Schedule) of projects. The course introduces the scheduling concept of Critical Chain project management. Based on the Theory of Constraints, this technique employs a systems approach to the project, rather than narrowly focusing on individual tasks. Agile project management aims to reduce project time by focusing on decreasing project time by combining the increasing the use of time-phased prototypes “chunks” with tight stakeholder communications techniques, thereby reducing project revisions. The course then explores the decreasing effectiveness of time predictions using EVM in the latter portions of projects. The concept of Earned Schedule is discussed and demonstrated in the class. This course provides practical experience in the development, conduct, and documentation of an integrated schedule control that exercises over its program and projects. This course is aligned with the Project Management Body of Knowledge (PMBOK) and provided by a PMI Registered Educational Provider.

Learning Objectives:

This course introduces and exercises participants in project scheduling techniques to increase understanding of the:

• Basic Scheduling Review

• Earned Value

o WBS o Concept

o PERT Estimates

o Requirements

o CPM Forward Pass/CP/Backward Pass

o Performance Measures

• Critical Chain o Exercise o Concept o Concerns in Later Project o

Advantages/Disadvantages Phases o Planning • Earned Schedule o

Estimates o Concept

• Agile o Requirements o Scrum Concept o Performance Measures o Advantages/Disadvantages • Discussion of Application to o Planning FAA Scheduling o

Estimates

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Course#: PM-1062

Apprentice Level Managing Project Risks

3 Days

Description

In resource-scarce environments, the ability to assess, manage, and interact with inherent and unforeseen project risks is essential. Participants uncover, communicate, and develop mitigation strategies to transform potential risks into project opportunities. Working within scope, participants learn processes to deal with and manage project risks. This course is aligned with the Project Management Body of Knowledge (PMBOK) and provided by a PMI Registered Educational Provider.

Learning Objectives


• Understand the process of risk management within a project • Apply techniques to effectively identify project risks • Apply appropriate qualitative and quantitative risk prioritization tools • Develop appropriate risk mitigation approaches that improve the potential for project success • Implement effective risk monitoring and response control methods for potential risk events • Explain risk in relation to project cost, schedule, and scope requirements.

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Course#: PM-1063

Apprentice Level Benefit Cost Analysis and Earned Value Concepts

(Relevant government requirement: Earned Value Management and Cost Estimates)

3 Days Description

The course provides a solid foundation in the planning framework for cost-benefit studies, including cost types and "behaviors," present-value concept, cost-effectivenesss versus cost-benefit, internal rate of return. The course provides insight into OMB Circular A-94. The course also provides an overview of the concepts of EVM and its impact on the management of projects and programs.

Learning Objectives


• Describe the purpose and objective of cost-benefit analysis. • Explain and utilize the concepts of cost, present value, and discount. • Effectively use cost-benefit analysis. • Examine EVM to describe costs, schedule, and performance of a program. • Present findings and recommendations.

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Course#: PM-1064

Apprentice Level Project Cost and Contract Management

(Relevant Government requirement: Overview of Basic Acquisition Process for Project Managers)

4 Days

Description

The success if a project manager is judged on cost and schedule. The project manager is dependent upon a project budget that is realistically grounded on the actual costs anticipated for executing the project. This course addresses the identification, elaboration, planning, development, and management of the project budget. Participants will learn to link project scope and WBS to develop a project cost estimate, project budget, and the project budget baseline. It will explore decision making on whether the project manager should do something, or whether it would be best to contract it out. The risks of contracting out are explored. The types of contracts available under the FAR are explored, along with the advantages and disadvantages of each option. To ensure an effective selection process, evaluation criteria and scoring models are demonstrated. The reason for a bidder's conference is examined. Negotiating techniques are discussed, as are methods to monitor and modify contracts. This course is aligned with the Project Management Body of Knowledge (PMBOK) and provided by a PMI Registered Educational Provider.

Learning Objectives


• Discuss the linkages between WBS, scope, and costs. • Discuss cost estimating methods. • Apply tools and techniques to make accurate cost decisions. • Interpret and analyze cost performance. • Develop and manage the cost budget and cost baseline. • Examine the creation of SOW and evaluation criteria. • Apply FAR/AMS concepts. • Explain when subcontractors must submit certified cost or pricing data • Manage subcontract-related disputes

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Course#: PM-1065

Apprentice Level Effective Project Communications Management

(Relevant government requirement: Leadership and Interpersonal Skills) 2 Days

Description

Communications management is one of the essential functions that can dramatically affect the outcome of a project. Project managers must create and effectively use a communications plan that performs three essential project functions: effective data collection, rapid and appropriate information dissemination, management of stakeholder expectations. The project team must identify the appropriate audiences, develop appropriate communications media, establish a communications schedule, then effectively manage the information flow. The course work thought the process of developing an effective communications plan. This course is aligned with the Project Management Body of Knowledge (PMBOK) and provided by a PMI Registered Educational Provider.

Learning Objectives


• Identify project stakeholders. • Analyze stakeholder requirements for project information. • Identify appropriate communication media and timing for stakeholder groups. • Develop an effective project information management approach. • Apply communication methods and tools for an effective communication plan. • Lead project teams through more effective communications.

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Course#: PM-1066

Apprentice Level Building the Business Case – OMB Exhibit 300

(Relevant government requirement: Government Specific I) 4 Days

Description Program funding is dependent upon OMB providing funds. OMB now requires preparation of a business case to demonstrate the strategic, financial, and tactical value to the government of any proposed capital asset expenditures as part of Circular A-11. Business cases are now required for purchases of land, structures, equipment, intellectual property (including software) and information technology (including IT service contracts) that will be used by the federal government for two years or more. OMB’s Exhibit 300 process now requires agencies to explain precisely how their IT spending will support agency missions. In the past, OMB returned as “inadequate” more than 700 business cases to agencies in budget pass-back. In order to comply with OMB mandates and achieve full funding for your IT projects, it is vital for your agency to stay on top of the latest changes and aware of best practices for building better IT business cases. Thorough knowledge of the business case can assist Government personnel and support contractors, and prevent loss of funding.

Learning Objectives

This course introduces and exercises participants in project scheduling techniques to:

• Define capital planning and investment control and recognize when to apply CPIC to a capital asset. • Become familiar with the laws mandating CPIC and how they link to your agency’s plans. • Relate the CPIC, capital programming, investment funding and IT project life cycles to one another. • Identify and use the supporting documents and tools from the Office of Management and Budget (OMB)

in obtaining and maintaining funding for your investment. • Apply all processes in the pre-select, select, control and evaluate phases, including planning,

acquisition, life cycle cost-benefit analysis, alternatives analysis, enterprise architecture, risk management, earned value management, corrective action and baseline changes.

• Manage all inputs and outputs of how to move between each phase of CPIC. • Recognize why the information needed on the Exhibit 300 is important and where to find it.

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