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20 Cards in this Set

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(7) Steps of a Needs Assessment & Analysis

1. Describe the Objective


Obtain information from stakeholders and consider: goals/objectives, budget constraints and resources


2. Define the Current Situation


Inventory of assets already in place


3. Conduct a Gap Analysis


Compare OBJECTIVE to CURRENT SITUATION


4. Set Priorities


5. Investigate and Develop Options


Collect data from as many sources as possible


6. Evaluate Options


Consider effectiveness, cost and ROI


7. Recommend Solutions

Contract

Legally enforceable agreement between two or more parties - can be formal/informal, oral/written, implied/explicit

Third-Party Contract

Contract where some part of the transaction is provided by an entity other than those who have signed the contract.

(8) Steps to Third Party Contract Management

1. Conduct a Needs Assessment


2. Develop a RFP


3. Establish Proposal Formats


4. Evaluate Proposals


5. Select a Vendor


6. Negotiate a Contract


7. Execute Agreement (Implement)


8. Evaluate Project

Components of a Request for Proposal (RFP)


in Third Party Contract Management

1. Brief Description of Organization


2. Overview of Project


3. Administrative Details: Deadlines, format requirements, evaluation criteria and penalties


4. Project Description


5. Contact Person

Scoping

Part of the "needs assessment process" in Third Party Contract Management where informal, pre-proposal meetings are conducted with possible vendors to learn more about a product or service.

Formal Proposals


in Third Party Contract Management include


the following (7) Elements ...

1. Executive Summary


2. Vendor Qualifications & References


3. Project Management Plan


4. Project Team


5. Roles/Responsibilities


6. Delivery Schedule


7. Pricing

(3) Components of an Effective Employee Communication Strategy ...

1. Opportunities for 'Top Down' Communication from Management + 'Bottom Up' Communication from Employee



2. Balances confidentiality with the "need to know" - builds trust by sharing meaningful information about visions, goals and operations for more engaged and productive employees



3. Delivers the same information in multiple ways and uses communication strategies that reflect culture (formal vs informal)

(6) Steps of Documenting Performance Issues:

1. Verbal Warning


Maintain written record of conversation + examples of unacceptable behavior / consequences


2. First Written Warning


Describes performance problems, prior steps, suggestions for resolution to avoid future consequences and agreements about behavior changes


3. Final Written Warning


Inability or refusal to improve performance will result in termination


4. Decision Making Day


Employee sent home with pay to think about desire to keep job - return to work equals commitment to change


5. Suspension (Optional)


6. Termination

Andragogy


Adult learning theory: education where the learner participates in decisions about what will be taught and how it will be delivered

(5) Characteristics of Andragogy

1. Self-Concept


Moves from dependency to autonomy


2. Experience


Drawn on wealth of knowledge to learn


3. Readiness to Learn


Information must be relevant to own needs


4. Orientation to Learning


Information must be applied to solve a problem


5. Motivation to Learn


Based on personal needs / desires


(3) Types of Adult Learning Styles:

1. Auditory


2. Visual


3. Tacticle / Kinesthetic


Use sense of memory or touch to learn



*Default method of learning will often yield best results.


* Incorporate elements of all learning styles when designing training programs

Hierarchy of Needs


(Maslow,1954)

Employees will meet basic needs (physiological, safety) before progressing to fill higher level needs (social, esteem, self-actualization).

Operant Conditioning


(Skinner, 1957)

Behavior can be changed by positive or negative intervention strategies.



Positive Reinforcement


Encourages by pleasant response


Negative Reinforcement


Encourages by removing negative response



Punishment


Discourages by unpleasant response


Extinction


Discourages by ceasing to reinforce

Motivation/Hygiene Theory


(Herzberg, 1959)

Motivation or hygiene factors are used to promote work satisfaction.



Motivation (Satisfaction): Change nature of work so employee can develop talents / to potential = long term results



Hygiene (Dissatisfaction): allow employee to avoid unpleasant experiences, as long as performance is acceptable = short term results


Theory X and Theory Y


(McGregor, 1960)

Management approaches:



Theory X: Employees are lazy and need constant direction (results in autocratic leadership)



Theory Y: Employees will seek out additional responsibilities if work is satisfying (results in participatory decision making process with subordinates)

Acquired Needs Theory


(McClelland, 1961)

Life experiences motivate employees to function in one of the three categories:



Achievement


Moderate risks, frequent feedback, sole contributors


Affiliation


Acceptance in work group, regular interaction


Power


Personal OR Institutional (later effective to coordinate work groups, achieve goals)

Equity Theory


(Adams, 1963)

Employees constantly measure what they "get from work" vs. what they "put into work." If perception is that contributions are fair, they are motivated to continue performing.

Expectancy Theory


(Vroom, 1964)

Employees are motivated by expectation of the reward they will receive AND level of effort is calculated based on reward.



Expectancy


Individual assessment on ability to successfully complete an assignment


Instrumentality


Will effort lead to reward?


Valence


Is the reward worth the effort?

ERG Theory


(Clayton, 1969)

Builds on Maslow's Heirarchy, but allows for possibility that employees can work on multiple levels simultaneously vs. a necessary progression.



Existence


Basic Life Needs


Relatedness


Social Needs


Growth


Self Esteem / Self Actualization