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Learning and development opportunities to grow your career

UCOP Learning and Development Programs, Courses and Services

Building organizational capability and talent is a priority for the Office of the President. Providing opportunities for individuals to learn and grow in their careers is essentialto mastering current responsibilities and preparing for growth and changes in thework environment. We are pleased to provide these developmental programs tosupport the organization and our staff’s learning objectives.

The development opportunities listed in this brochure are designed to meet the keyneeds of our UCOP employees. Managers are encouraged to work with theirdirect reports to identify the most appropriate programs to support professional development and enrichment.

We encourage all to learn more about the development opportunities includedand take advantage of them. They are valuable resources and will aid in personaland professional enrichment.

The UC Learning Center provides current information on class schedules and locations. Refer to ucop.edu/ucoplearningcenter.

For more information or to register, go to ucop.edu/ucoplearning center 1

2 Leadership, Management and SupervisionUCOP Leadership Development Program

UCOP-CORO Leadership Development Program Management Skills Assessment Program (MSAP)

Business Officers Institute (BOI)

Essentials of LeadershipLeading ChangeSexual Harassment Prevention Training

6 Career and Professional DevelopmentUCOP Mentorship ProgramCareer Management

Part 1 — Career Assessment and Résumé DevelopmentPart 2 — Networking and Interviewing

Project ManagementSession 1 — Initiating a ProjectSession 2 — Planning and Estimating a ProjectSession 3 — Scheduling and Tracking a Project

Customer ServiceTips and TechniquesReaching for Stellar Service (AchieveGlobal)

Introduction to Time ManagementConducting Effective Meetings

10 Performance ManagementSetting Performance ExpectationsCoaching for Improved Performance

Conducting Performance AppraisalsDeveloping Employees Through Delegation

Employee Role in Performance Appraisals

12 Technology and Software Access 2007 Fundamentals Excel 2007 Introduction Excel 2007 Intermediate Excel 2007 Advanced Excel for Power Users Outlook 2007 Introduction Outlook 2007 Intermediate PowerPoint 2007 Introduction SharePoint 2007 Fundamentals Visio Fundamentals Word 2007 Introduction Word 2007 Intermediate

UCOP Budget Development System (BDS)

Contributor TrainingManager TrainingReports Training

16 Communications Influencing Without Authority Write Right! Baseline Business Writing Skills Get to the Point — Effective Business Writing Presenting with Confidence

18 Services and Other ResourcesOrganizational Development (OD) ConsultingDepartment TrainingToastmasters

Table of Contents

Leadership, Management and Supervision

Westrivetohaveanorganizationofexcellentleaders.Professionaldevelopmentofthesecriticalskillsformanagersandleadersisahighpriorityatthe Office of the President.

Myriad development opportunities are available to enhance leadership effectiveness,aswellastopreparethosewhowanttomovetothenextlevelof responsibility in the management and supervision of others.


Leadership, Managem

ent and Supervision

UCOP LEADERSHIP DEVELOPMENT PROGRAM

The UCOP Leadership Development Program is designed to accelerate the development of individual leadership abilities and to create a diverse pipeline of future UC leaders. Participants learn from current leaders and experience structured exercises as they developthefollowingcompetencies:

• Leading• Workinginapublicinstitution• Managingpeople• Financialoperations,decisionmakingandbudgeting• NavigatingtheOPanduniversityculture• Collaboration• Managingchange• Communicatingeffectively

Participants:

• TargetPopulation:High-performingindividualswhomanagepeople and/or projects

• TimeCommitment:Approximatelyonetotwodaysamonth for the duration of the program

Participant Selection ProcessIndividualnomineeswillbeselectedbasedonthefollowingcriteria:

• Managespeopleand/orprojectswithabroadscope of responsibility

• Successfullycompletedatleastoneyearincurrent position at UCOP

• Demonstratedcapability,commitmentandcapacitytogrow

UCOP-CORO LEADERSHIP DEVELOPMENT PROGRAM

ThiscollaborativeprogrambetweentheOfficeofthePresidentand Coro Center for Civic Leadership is designed to further developtheleadershipandprofessionalskillsofselected UCOPleaders.Thistwelve-dayinteractiveprogramincludes practicums, home teams and leadership style assessments, aswellasprogramassessments.

Thekeyoutcomesoftheprograminclude:

• Enhancedleadershipabilitiesthroughexposuretoandpracticewithabroadarrayofleadershiptoolsandconceptsthatempha-sizeselfandgroupawareness,interpersonalcommunicationand insightful analysis of resources and systems

• AdeepenedconnectiontopeersandcolleaguesandanongoingnetworkofleadersthatexpandsbeyondUCOP

• Increasedconfidencetoinitiatepositivechangeandinnovationacross all levels of the organization

• ImprovedrelationshipsbetweenUCOPleadersand UC campus staff

MANAGEMENT SKILLS ASSESSMENT PROGRAM (MSAP)

“Investing Today in the Leaders of Tomorrow”

TheManagementSkillsAssessmentProgram(MSAP)isdesignedto strengthen the engagement and preparation of high-potential UC supervisors, managers and professionals in an intensive, off-site assessment center experience for early career managers. MSAPisofferedeachspringinnorthernCalifornia.

TrainedassessorsguideMSAPparticipantsthroughstructuredexercisesandofferfeedbackaboutobservedstrengthsanddevelopmentareas.MSAPisauniqueassessmentcenterexperi-ence that, over time, cumulatively builds a valuable talent pipeline thatassistsupwardmobilityandtalentdeploymentsasworkforceneeds evolve into the future.

Components include:

• Pre-programpreparation• SimulatedUCmanagementscenarios• Constructive,behavioralfeedbackfromtrainedassessors• Programfollow-upanddevelopmentplanning

Managers/sponsors of the participants are encouraged to be actively involved in the process to best support development.

BUSINESS OFFICER INSTITUTE (BOI)

UC systemwide session offered annually

The Business Officer Institute (BOI) is a three-day residential program offered by the Office of the President for all UC facilities. Theinstituteaddressesissuesofspecificconcerntotheorgani-zationandcoversarangeoftopics,suchasbudgetandfinance,audit and internal controls, research administration, human resourcesandinformationtechnology.Abusinessofficeris definedasanyindividual“havingbroadresponsibilityforthe administrative functions of academic or administrative depart-mentsinbudgetandfinance,humanresources,payroll,internalcontrols and sponsored projects.”

Those attending gain:

• IncreasedunderstandingofUCstrategicissuesanddirections• Opportunitiestodialoguewithuniversityseniormanagement• Knowledgethatwillhelpwithday-to-dayresponsibilities• Enhancedproblem-solvingskillsthatrelatetotheunique

business officer environment• Opportunitiestomeetandnetworkwithbusinessofficers

throughout UC

The institute is offered in alternating southern and northern California locations and is held in the fall each year.

Leadership, Managem

ent and Supervision

ESSENTIALS OF LEADERSHIP

Development Dimensions International course

Thisfoundationcourseteachesleadershowtogetresultsthroughpeople. During this four-hour course, they learn a set of essential skillstomeetbothpracticalbusinessneedsandpeople’spersonalneeds.Learnersacquireasetofproveninteractionskills,discoverseven Leadership Imperatives for meeting today’s challenges and realizetheirroleasacatalystleader—aleaderwhoinspires others to act.

Helps Leaders:

• Multiplytheireffectivenessbymotivatingtheirteamand helping people to be more effective

• Accomplishmoreininteractionsinlesstime,whileenhancinginterpersonal relationships

• Helppeopleenhancetheirperformancebyprovidingthem withfeedbacktheyarewillingtoacceptandthattheyare able to act on

ThisworkshopisconductedquarterlybyRaffySison,Progress Associates,acertifiedDDIfacilitator.

LEADING CHANGE

Development Dimensions International course

This course focuses on leaders’ crucial role in initiating change in theworkplace.Leaderslearnhowtointroduceachangeinitiative andleaddiscussionswithemployeestoexplorehowbesttoimplement the changes. They also learn to help others overcome theirresistancetochange.Theseskillsenhancealeader’sabilityto minimize the potentially negative effects of change on morale, processes and productivity.

Helps leaders:

• Understandtheimportanceofcommitmenttoandownershipof change for themselves and others

• Effectivelyintroducechange,explorechangeandovercomepeople’s resistance to change

• Minimizethenegativeimpact,onindividuals,workgroups and the organization, of not adapting to change

• Sustainanenvironmentthatembraceschangeand celebrates successes

ThisworkshopisconductedquarterlybyRaffySison, ProgressAssociates,acertifiedDDIfacilitator.

LIVE THEATER SEXUAL HARASSMENT AVOIDANCE TRAINING

FOR MANAGERS AND SUPERVISORS

Sexual harassment is a form of discrimination based on sex and can occur in many forms and under many different circumstances.

TocomplywithAB1825,theUniversityofCaliforniarequirestwohours of sexual harassment prevention education for all supervisory andmanagement-levelemployees.Trainingisrequiredeverytwoyears. This session provides course materials in a live theater, ahighlyinteractivetrainingformatinwhichtofulfilltherequirement.

Managersandsupervisorsmustbeawareoftheirresponsibilitiesand accountability for failure to prevent and correct sexual harassmentintheworkplace.Partoftheirresponsibilities includes learning to recognize sexual harassment and the appro-priatecorrectiveactionstotakeintheeventofanoccurrence.

Thissessionwillincludethefollowing:

• Stateandfederallaws,rulesandregulationsonsexual harassment

• Identifyingthetypesandformsofsexualharassment• Employers’dutiesinpreventingsexualharassmentin

theworkplace• Preventativemeasurestoadopttoensureasafe

workingenvironment

Note:Anonlineinteractivecourseisalsoavailable.

Career and Professional Development

Establishingyourpersonalstrategyisthefirststepinachievingcareergoals. Programs and courses are available to assist employees in planning and implementing their career objectives.

•TheCareerDevelopmentprogramsassisttheindividualinassessingskills, interests and values and to develop plans for achieving career goals.

• TheProfessionalDevelopmentcoursesprovideopportunitiestobuild additionalskillstoincreaseeffectivenessandenhanceabilities.


UCOP MENTORSHIP PROGRAM

The UCOP Mentorship Program is a yearlong volunteer program that pairs experienced and successful Office of the President leaders andprofessionals—fromalldepartments—withcareerstaffwhoareseekingtodevelopprofessionally.

Theprogramprovidesasupportivestructureinwhichparticipantscan cultivate contacts, explore challenges and enhance effective-nessastheydesigntheirpersonalgrowthandcareerpathsattheOffice of the President. The program also provides the opportunity to gather information, develop peer support, learn more about management and better understand the organizational culture of the Office of the President.

Mentors are experienced Office of the President managers and professionalsinclassificationsatPSS5orabove.Mentorsare well-respectedadvisorsandcoacheswhoarewillingtoshare their experiences.

MenteesarecareerOfficeofthePresidentstaffmembersdrawnfromclassificationsPSS1–5.ThoseclassifiedinlevelPSS5areeligible to participate as either mentors or mentees.

CAREER MANAGEMENT

UCOP Career Management — Session 1Inthisfirstoftwosessions,employeescompleteaself-assessmentoftheirskills,writeadevelopmentplanandupdatetheirrésumé.

Topics include:

• ManagingChange—learntomanageacareerinachangingenvironment

• Self-Assessment—completeapersonal-preferencesand values assessment

• DevelopmentPlanning—establishadevelopmentplan withshort-andlong-termgoals

• RésuméWriting—learnaboutdifferenttypesofrésumés, appropriatecontent,formatandhowtobestconvey past experiences.

UCOP Career Management — Session 2BuildingonthefirstCareerManagementsession,thisworkshopeducatesparticipantsonhowtonetwork(bothonlineandin person).Participantsalsopracticeinterviewingskillsandget feedbackonrésumésdevelopedafterthefirstsession.

Topics include:

• Interviewing—learnthedo’sanddon’tsofinterviewing andhowtoprepare

• Networking—identifynetworkingopportunitiesandwhynetworkingisimportanttoone’scareer

• Résumécritique—participantscritiqueoneanother’srésuméstogetvaluablefeedback

• Interviewpractice

Eachofthetwosessionsisfourhoursinlengthandis scheduledquarterly.

ThesessionsarefacilitatedbyKatyLiddell,LiddellandAssociates.

PROJECT MANAGEMENT BASICS 3 PART SERIES

ManyrolesatUCOPrequirethatindividualshavestrongprojectmanagementskills.Thisthree-partseriesintroducesthelearnerto Project Management Basics. Each session is four hours and isconductedbyRajKapur,executivevicepresident,CenterforProject Management.

Session 1: Initiating a ProjectRecognizethecriticalimportanceofhavingaclear,shared understanding of the project at the outset by creating a comprehensive project charter.

Topics include:

• Howtodefinethepurposeoftheprojectanditsbusinessvalue,scope, objectives and project success

• Understandhowtheprojectislinkedtootherprojectsandactivities

• Identifywarningsignstowatchforastheprojectisexecuted• Identifytheprojectstakeholdersanddeterminetheirpriorities

and their impact on the project• Assessthecomplexityoftheprojectinbothbusinessand

technical dimensions

Session 2: Planning and Estimating a ProjectLearnhowtobuildaprofessional-gradeprojectplan and detailed estimates.

Topics include:

• Howtoconstructa“workbreakdownstructure”• Howtoconstructa“networkdiagram,”connectingtasks

toshowtheirlogicalrelationships• Howtoperformcriticalpathanalysis,“crashing”and

“fast-tracking”tomeetprojectrequirements• Howtomanagescope• Howtodiscusstheroleofachangemanagementplan• Developmentandapplicationofacommunications

management plan

Session 3: Scheduling and Tracking a ProjectLearnhowtoconvertaprojectplanandestimatesinto aprojectscheduleandtrackandcommunicateprojectstatus:

Topics include:

• Howtocreateaprojectscheduleandperformwhat-if analysis to optimize schedule

• Howtounderstandtheroleofprojectmanagementsoftware in managing the schedule

• Howtoconducteffectiveprojectprogressreviews• Howtotrackthehealthoftheprojectusing“vitalsigns”• Howtocontinuouslymonitorandupdateriskstotheproject

Career and Professional D

evelopment

C US TO M E R S E RV I C E P R I N C I P L E S

Tips and TechniquesEachofushascustomers,whetherexternalorinternal,who depend on us for products or services. This session focuses onidentifyingwhatgoodserviceisandhowprovidinggood serviceisapartoftheUCculture.Participantslearnhowto makerealisticpromisesandkeepthem,howtorepresentUC and the department in a consistently professional manner andhowtoensurecustomersatisfaction.Tipsandtechniques for a variety of customer service situations are included.

Thistwo-hourcoursecanbearrangedforadepartment orworkgroupbycontactingUCOPLearningandDevelopment at(510)987-0673.

Reaching for Stellar Service (AchieveGlobal)

This four-hour course explores the value of stellar service and each employee’s role in achieving it.

Participantswillcompleteavarietyofindividualandgroup activities,skillspractices,videosegmentsandlarge groupdiscussionsthatexplorethefollowingtopics:

• Whatstellarservicemeans• Benefitsofcustomerloyalty• Definingmoments• Threedimensionsofservice• STARqualities• Actionplanning

ThecourseisconductedbyRaffySison,ProgressAssociates, acertifiedAchieveGlobalfacilitator.

I N T RO DU C T I O N TO T I M E M A N AG E M E N T

Intoday’sworkclimate,timemanagementisacriticalskill. This four-hour course begins by having participants examine currenttimemanagementandidentifywaystoimprove. Practiceexercisesduringthesessionallowtheparticipantto set up a personal organization system. Topics included in the sessionare:thebasicsoftimemanagement,work-lifebalance, e-mail management tips, personal-planner options, dealing withtheunexpectedandsettinggoalsandtargets.

Attheconclusionoftheworkshop,participantswillbeableto:

• Assesstimemanagementneedsandapproaches• Distinguishbetweenefficiencyandeffectiveness• Developnewwaysofmanagingtimeeffectively

Session is offered semi-annually and is conducted by MarjorieSinger,SingerAssociates.

CO N DU C T I N G E F F E C T I V E M E E T I N G S

Manyindividualsspendalargepercentageoftheirworkday in meetings. To manage this important expenditure of time and resources, meeting leaders need to effectively manage both information and interactions among meeting participants and/or team members. This session offers tips for:

• Preparingforaneffectivemeeting• Keepingmeetingsfocusedandontrack• Encouragingbalancedparticipation• Creatingeffectiveactionplans

The four-hour course is offered semi-annually. It is facilitated by Elaine Schilling, Pinehurst Consulting.

Career and Professional D

evelopment

Performance Management

Performancemanagementisakeycomponentoforganizationalandindividualsuccess. Important elements for the process are goal setting, clear communication ofexpectations,constructivefeedback,empoweringothers,effectivedelegationand an effective appraisal process. Most of our results are achieved through managing people. Courses are designed to assist managers and supervisors inusingtheprocesstogiveconstructive,developmentalfeedback.Employeesgain strategies for using performance management to ensure that they get thefeedbacktheyneedfordevelopment.


SETTING PERFORMANCE EXPECTATIONS

Supervisors and managers are responsible for assessing performance and providing support in the development of their employees. Afour-partseriesonPerformanceManagementassiststhosewhomanage or supervise to maximize the potential of their team.

The four-part series includes:

• SettingPerformanceExpectations• CoachingforImprovedPerformance• ConductingPerformanceAppraisals• DevelopingEmployeesThroughDelegation

“SettingPerformanceExpectations,”thefirstworkshopintheseries,providesaframeworkformanagingperformance.ItlinksstrategicgoalstoKeyResultsAreas(KRAs),whicharethenusedfor setting actionable goals.

Topics include:

• Performancemanagementprocess• Definingspecificperformanceexpectations• Communicatingperformanceexpectations

It is recommended that all managers and supervisors attend this course as a foundation to the series.

Thecourseisafour-hourworkshopandisofferedsemi-annually. It is facilitated by Elaine Schilling, Pinehurst Consulting.

COACHING FOR IMPROVED PERFORMANCE

“CoachingforImprovedPerformance,”thesecondworkshop in the Performance Management series, provides guidance for recognizing and assessing performance issues. The session also gives participants an opportunity to practice coaching for employee performance improvement and development.

Topics include:

• Howtodiagnoseperformanceproblems• Useofcoachingcommunicationskillstoimprove

employee performance• Definingcorrectiveactioninsituationsofcontinuing

poor performance

Recommendedprerequisite:Setting Performance Expectations

It is recommended that all managers and supervisors attend this course. It is a four-hour course and is offered semi-annually.

The instructor is Elaine Schilling, Pinehurst Consulting.

CONDUCTING PERFORMANCE APPRAISALS

“ConductingPerformanceAppraisals,”thethirdworkshopinthePerformance Management series, provides tools for maximizing the performance appraisal process. Using the performance appraisaldiscussion,participantswilllearntoclearlycommunicatewithanemployeeaboutpastperformance,assessjobsatisfactionandmakeplansforfutureperformanceanddevelopment.

Topics include:• Reviewoftheperformancemanagementandappraisalprocess• Thethreephasesoftheappraisalprocess—preparing,

writingandconducting• Reviewofcommunicationstrategiestouseduringtheprocess

Recommendedprerequisite:Setting Performance Expectations

It is recommended that all managers and supervisors attend this course. The course is a four-hour course and is offered semi-annually.

Elaine Schilling of Pinehurst Consulting is the facilitator.

DEVELOPING EMPLOYEES THROUGH DELEGATION

“DevelopingEmployeesThroughDelegation,”thefourthworkshopin the Performance Management series, emphasizes the importanceofdelegationasamanagementtool.Whendonewell,delegationdevelopsstaff,increasesworkplaceproductivityandfostersaccountability.Inthisworkshop,participantspracticeastructured approach to delegation and the necessary communication skillstoensureproject/accountabilitycommitment.Participantsareaskedtobringalistofcurrentoranticipatedprojectsthat they are accountable for.

Topics include:• Thedelegationprocess• Planningandpreparingtodelegateatask• Communicatingeffectivelyfordelegating• Planfollow-upandprojectcompletion

It is recommended that all managers and supervisors attend this course.Thecourseisfourhoursandisofferedtwiceeachyear.

The facilitator is Elaine Schilling, Pinehurst Consulting.

EMPLOYEE ROLE IN PERFORMANCE APPRAISALS

Participantswilllearnstrategiestomaximizetheimpact of their performance appraisals, resulting in improved performance andastrongercollaborativerelationshipwiththeirmanagers.Participantslearntechniquestoensurethattheirevaluation goes beyond assessment to include a meaningful plan for professional development.

Topics for the session include:• Techniquesforcompletingone’sself-appraisal• Preparatorystepsforaperformanceappraisalconversation• Toolsfortrackingandmeasuringwork• Individualdevelopmentplanning

This course is recommended for all UCOP employees.

Thesessionistwohoursandisofferedmultipletimesintheearlysummer in preparation for the annual performance appraisal process.

ThesessionsareconductedbyLindaKlink,manager, Learning and Development, UCOP.

Performance M

anagement

TechnologyandSoftware

Numerousprogramsforbuildingsoftwareskillsareoffered.Thesefull-dayclassesprovideemployeestheskillsandknowledgeneededtoexcelintheircurrentpositionortoadvanceintheircareers.AllsessionsareheldinFranklinBuilding,PCTrainingRoom,7107.ClassesaretaughtbyAcademyXinstructors.

In addition to the instructor-led classes, numerous eCourses are available through the UC Learning Center.

Arrangementscanbemadeforparticipationinadvancedtechnicalclasses atAcademyXfacilitiesinSanFrancisco.Formoreinformationaboutavailableoptions,contactUCOPLearningandDevelopmentat(510)987-0673.


ACCESS 2007 FUNDAMENTALS

MicrosoftAccessisadatabasemanagementsystemdesignedtotrackmultiple,interrelatedsetsofdata.Duringthisfundamentalssession,participantswilllearntodesignandcreatedatabases,workwithtables,fieldsandrecords,sortandfilterdataandcreatequeries,formsandreports.

Topics include:

• Gettingstarted—databaseconcepts,exploringthe Accessenvironment

• DatabasesandTables—exploringandcreatingtables• FieldsandRecords—finding,editingandorganizingrecords• BasicQueries—creatingandusingqueries,modifyingqueries

andresults,performingoperationsinqueries• UsingForms—creatingformsusingWizards,sortingand

filteringrecords

Classisofferedtwiceannually.

EXCEL 2007 – INTRODUCTION

MicrosoftExcel2007makesiteasytocrunchnumbersand organize data in an immediately comprehensible format. Thishands-onclassprovidesthelearnerwiththeskillsto createprofessionalExcelspreadsheetsquicklyandefficiently.

Topics include:

• CalculatingvalueswithExcel’sbuilt-informulas• Formattingcelldatainnumeric,currency,percentage,

data or text styles• Creatingvisuallyeffectivetwo-dimensionaland

three-dimensional charts from any numeric range• Howtoadd,resizeandmodifyimages,photosandtables• Navigatingwithinandbetweenspreadsheets

Classisofferedquarterly.

EXCEL 2007 – INTERMEDIATE

MicrosoftExcel2007Intermediatefurthersthelearners’ understandingofthispowerfultoolandaddstotheirExcel skillset.Thishands-onclasspreparesstudentsto:

• Linkworkbookstomanagelargerdatasets• Employadvancedformattingtechniquesontablesandcharts• Gainexperienceworkingwithgraphics• Createcustomfilterstotargetspecificdataforanalysis• Allowmultipleuserstoworkonaspreadsheetwhileprotecting

critical data from deletion.

Tofullybenefitfromthecourse,itisrecommendedthatthelearnermeetthefollowingcriteria:

• FamiliaritywithMicrosoftOfficeRibbon• Understandingofcellreferences,formulasandfunctions• Successfulcompletionorunderstandingoftheskillstaught

inUCOP’sExcel2007Introductioncourse


EXCEL 2007 – ADVANCED

ExcelAdvancedistargetedatexperiencedExcelusersandbuildsonthekeyconceptslearnedfromtheIntroductionandIntermediatecourses. Content focuses on importing and exporting data, formattingnumbers,workingwithranges,workingwithmacros,dataanalysistools,summarizingdataandusing“what-if”dataanalysisandexpandsonworkgroupcollaboration.Thisfull-dayclass is hands-on and highly interactive.

Topics include:

• Advancedfunctions,includinglogical,financial,statistical and database functions

• UseofDataTablestoexploretheeffectsofdifferentinputvalues on a formula

• Datavalidationtocontrolwhichvaluesareallowedincells• SettingupPivotTablestoanalyzecomplexdatasets• PresentingresultstostakeholdersgraphicallywithPivotCharts,

SmartArtgraphicsandconditionaldatabarsoricons• Useoftextfiles,XMLfiles,MicrosoftQueriesandWebQueries

to import and export spreadsheet data

Prerequisite:

• AstrongworkingknowledgeofMicrosoftExcel• CompletionofExcelIntroductionandExcelIntermediate

training classes is preferred.


EXCEL FOR POWER USERS

MicrosoftExcel’sarrayofanalyticcapabilitiesmakesitaninvaluableproblem-solvingtoolinanycontext.However,touseExcel’smostsophisticatedfeatureseffectivelyrequiresmorethanaknowledgeoftheapplication’sformulasandmenuoptions.TotakemasteryofExceltothenextlevelrequirestheabilitytoapplyExcel’sarsenalof analytic tools to derive meaning from the data and arrive at moreeffectivesolutions.ExcelforPowerUserstrainingprovidesthelearnerwithpracticalexperienceusingtheapplication’smostpowerfulfeaturesandsophisticateddataanalysistechniquestodevelop better solutions faster, and implement those solutions withagreaterunderstandingofthecomplexsetoffactorsthataffect business outcomes.

Specifictopicsinclude:

• Analyzingspreadsheetdataeffectivelywithadvancedformulas• TakingPivotTableanalysistothenextlevel• Creatingpowerful,customizabledashboardstodisplaykeydata

inasingleview• Enhancingspreadsheetfunctionalitywithpowerful,

multipurposeVBAmacros• Givinguserscontroloverthewaytheyinteractwith

spreadsheet data

Prerequisite:

• ParticipantsshouldhaveextensiveexperienceusingExcel.

Classisofferedtwiceeachyear.


OUTLOOK 2007 INTRODUCTION

MicrosoftOutlookoffersapowerfulsetofcommunication and collaboration features beyond sending and receiving e-mail messages.Theseincludeschedulingmeetings,settinguptasksandlearningaboutthebenefitsofpersonalelectronicnotes.

Topics include:

• Learnthebasicsoflaunchingapplications,using the toolbars and customizing the interface, maximizing the calendaring features

• Demystifythesecretsofschedulingmeetingsbetweengroups,invitingattendeesandresourcerequests

• ImproveproductivityandlearnthebenefitsoftheContactsfolderandsettingupprofiles

• ImproveefficiencybymasteringtheTasksandNotesfeatures,settingdeadlinesandprioritiesandtrackingtasks

Class is offered semi-annually.

OUTLOOK 2007 INTERMEDIATE

MicrosoftOutlookisthemostwidelyusede-mailclientintheworkplace.Throughthiscourse,learnersimprovetheirability to manage their mailboxes and calendars.

Topics include:

• Managingdatafiles• Notesandjournalfiles• Groupschedules• Contactsfolder• Templatesandforms

Alsoincludedinthesessionarecollaborationfeatures,whichinclude sharing folders, calendars, SharePoint integration and RSSfeeds.

Prerequisite:Completion of Outlook Introduction


POWERPOINT 2007 INTRODUCTION

MicrosoftPowerPointIntroductionhelpsthelearnerbuild proficiencyindevelopingpersuasive,dynamicslideshow presentations that combine graphics, text and animation effects. Inthiscourse,theparticipantwilllearntoexpeditepresentationcreationwiththeOutlinemodeandMastersandTemplatestools.

Topics include:

• NavigatingPowerPoint’sfeaturesusingthenew“Fluent” interface

• Techniquesforcreatingandmodifyingaslideshowinminutes• UsingtheFormatPaintertoeasilymatchcharacterstyles• UseofWordArt,SmartArtandExcel-createdtablesandcharts• Addinganimatedtransitioneffects


SHAREPOINT 2007 FUNDAMENTALS

SharePoint is an intranet tool that facilitates communication, teamworkandcollaborationamongadesignatedgroup. It provides easy access to discussion boards, calendars, shared documents, surveys and more.

This one-day training session includes:

• OverviewoftheSharePointplatform• Whyandhowitcanbeused• SharePointjargonandrelatedterms,suchaslists,

teams and libraries• HowtobrowsearoundaSharePointsite• Whatfeaturesareavailablewithinasite


VISIO 2007 FUNDAMENTALS

MicrosoftVisioisatoolthatprovidestheuserwithtemplatesto create advanced diagrams and layouts. This hands-on training focusesonreal-worldusesandchallengesindividualsfaceintheirday-to-day environment.

Topics include:

• Creatingapivotdiagram,organizationchart,cross-functionalflowchartandformatdiagrams

• Usestencils,scaleandresizeobjects,drawbasicshapes,ma-nipulate compound lines, and distribute and group objects

• Creatingdiagrams,workwithtextandcustomizedbullets, formatshapesandlines,useshortcutkeysandapplya backgroundpage

• Tousetheautohide,backgroundpagesandpaintfeature


WORD 2007 INTRODUCTION

LearnthebasicsandwheretofindallthetoolsandfeaturesofMicrosoftWord2007.Create,edit,formatandprintdocuments by mastering the use of the program’s ribbon groups and tabs, plus galleries and themes.

Topics include:

• CreatingdocumentsfromscratchorusingWord’stemplates• Openingdocumentsandviewinginasplitscreenoranylevel

ofmagnification• Usingtipsandtricksofenhancedtablefeaturesforcreating

tables, converting text to tables and adding or deleting columns,rowsandentiretables

• Understandingpagelayoutinordertocreate,editandaddheaders, footers and page numbers

• Masteringtheskillofaddinggraphicsandclipartinto documents.

Classisscheduledtwiceannually.



WORD 2007 INTERMEDIATE

BuildingonthebasicslearnedinMicrosoftWordIntroduction,thisclassassistslearnersinexpandingtheirskillsets.

Keyconceptsinclude:

• Usingstylesandtemplatestocreatepolishedandprofessionaldocuments

• CreatingandformattingtablesinWord• Creatingmailmerges• Managingdocumentchangesinworkgroupcollaborations• Workingwithgraphics• Workingwithdocumentsections

Werecommendthatthelearnerhavesuccessfullycompleted MicrosoftWordIntroductionorhavetherequisiteskillsofthatclass before enrolling in the course.

Classisscheduledtwiceannually.

UCOP BUDGET DEVELOPMENT SYSTEM

The Budget Development System is the tool used for entering budgetplansanddata.Aseriesofcoursesisavailableforthosewhoareresponsibleforcreatingthebudgets,aswellasforthosewhoreviewbudgetsforapprovalandmonitorbudgetreports. Sessionsarescheduledinconjunctionwiththeannualbudgetcycle.

Budget Development System (BDS) — Contributor TrainingThisone-daysessionishands-ontrainingforthosewhoarere-sponsible for creating and entering budget information. Topics include:

• Budgetdevelopmentworkflow• IntroductionandnavigationfortheBDSonlinetool• Payrollinput• Inputofsuppliesandexpenses• Appropriations• Approvalprocess

Budget Development System (BDS) — Manager TrainingAhalf-day,condensedtrainingsessionisavailableforthose whoareresponsibleforoverseeingbudgetinput,approval and management. Topics include:

• Budgetdevelopmentworkflow• Overviewofonlinetool,includingkeytabs• Approvalprocess

Budget Development System (BDS) — Reports TrainingThis1.5-hoursessionistargetedforthosewhoareresponsibleformanagingthefinancialaspectsoftheirorganization.Topicsare:

• Budgetdevelopmentworkflow• NavigatetheBDStooltoaccessreports• Reviewbudgetperformance


Communications

The ability to communicate effectively is part of the foundation for a successful career.Strongcommunicationskillscaninspire,increaseproductivity,alignteams and contribute to the development of professional and personal relationships.Thefollowingcoursesprovidetoolsforimprovingoral,writtenandinterpersonalcommunicationskills,withemphasisoncommunication intheworkenvironment.


INFLUENCING WITHOUT AUTHORITY

Effectivelyexercisinginfluence,evenwhenonemaynothave the formal authority to mandate action, is a challenge many face. Whetherthelearnerisworkinginamatrixorganizationorleadinga cross-functional team, the goal is to contribute one’s best, support the organization and ensure goals are met.

Toexerciseinfluencewithoutauthority,itisimportanttounder-standthenatureofpowerandinfluenceintheorganization, understandpersonalsourcesofinfluenceandknowhowtoleveragepersonalpoliticalpower.Successfulprofessionalsbuildnetworksofrelationshipswithstakeholdersandinfluencers. Thiscourseintroducestheskillsnecessarytoemploythese interpersonalandleadershipskillsandtomanagetheoften complexrelationshipdynamicsoftheworkplace.

Thisfour-hourworkshopexplorestheprimarystrategiesof influence — reciprocity, communicating to influence and influencingstyles.Theparticipantwilllearnhowtoselect the most appropriate strategy for the circumstances.

Topics include:

• Dynamicsoftheinfluenceprocess• Skillsforuseinavarietyofsituations• Awarenessofone’scurrentinfluencebehavior• Areasforongoingdevelopment

Classisscheduledquarterly.ThecourseinstructorisRajKapur,Center for Project Management.

WRITE RIGHT! BASELINE BUSINESS WRITING SKILLS

This foundational course provides the basics of grammar and writingclearly.Participantslearnkeycharacteristicsofgood writersandpracticethoseskillsinthesession.Theywilllearn thecurrentbestpracticesinbusinesswriting.Itisafull-dayclass.

Topics include:

• Thesentence—thefoundationoflanguage—andhow to punctuate it

• Verbs—theheartandsoulofeverysentence• Grammarandcapitalizationguidelines• Keyhintsforwriters

Completing this course is recommended before registering fortheGettothePoint!workshop.

Class is scheduled semi-annually.

ThecourseinstructorisBarbaraNelson,NelsonCommunications.

GET TO THE POINT! EFFECTIVE BUSINESS WRITING

Beingabletoarticulateone’spointquickly,clearly,conciselyandpowerfullyisacriticalskillineffectivewriting.Thisone-dayworkshopprovidespracticaltipsandtoolsthatcanimmediatelybeusedtoimprovewrittencommunications.

Topics include:

• Facingthecrucialissues:determiningpurposeandanalyzingaudience

• Organizingandformatting:gettingbeyondthetraditionalout-line,writingpowerfulopeningsandwritingforhighskimvalue

• Writingclearlyandconcisely:usingpowerfulverbsand eliminatingextrawordsandjargon

Participantsareencouragedtobringasampleoftheirwriting forindividualfeedback.

WerecommendthatparticipantshavealreadycompletedtheWriteRight!BusinessWritingBasicscourse.

Class is scheduled semi-annually.

ThecourseinstructorisBarbaraNelson,NelsonCommunications.

PRESENTING WITH CONFIDENCE

Doesmakingapresentationkeepyouupatnight?Doyoudreadhavingtoprepareforastaffmeeting?

Practiceplanning,designinganddeliveringpowerfulpresentationsduringthisone-dayinteractiveworkshop.

Topics include:

• Recognizingthevalueofplanninganddesigningapresentationwithessentialcomponents

• Understandingtheconceptandpracticeof“presentationpresence”

• Identificationofone’skeystrengthsasapresenter• Minimizeareasthatarechallengingasapresenter• Initiatingtheprocessofdeliveringmoreeffectivepresentations

Courseisscheduledtwiceannually.

ThefacilitatorisMarjorieSinger,SingerAssociates.

Com

munications

ServicesandOtherResources

LearningandDevelopmentisavailabletoconsultwithdepartmentstoaddressspecial organizational or individual development needs. To gain more information,contactmanager,LearningandDevelopment,at510-987-0673.


ORGANIZATION DEVELOPMENT (OD) SERVICES

Inanever-changingworld,departmentsandemployeescan experience the stress of facing operational challenges. Some symptoms include leadership misalignment, alienated staff, overburdened management and interpersonal conflicts. One remedy is to call on Learning and Development for assistance in designing and implementing solutions to organizational needs. Consultation services include assessment and intervention strategiesthatimproveteamwork,enhanceoperational effectiveness and increase productivity.

Consultation services include:

• Performancemanagement• Strategicplanningandgoalsetting• Departmentretreatfacilitation• Changemanagement• Teambuilding• Individualmanagementcoaching

ManagersmaycontactLearningandDevelopmentat510-987-0673.

DEPARTMENT TRAINING

Workingwithmanagersordepartmentleaders,wecantailor trainingsessionsandworkshopstoaddresstheuniqueneeds ofdifferentUCOPdepartments.Inthisway,allmembers of the team can share the same information and there is greater support for implementing the learnings. Learning andDevelopmentstaffworkwiththedepartmenttoprovide trainingonawiderangeoftopics,including:

• Teambuilding• Communications• Customerservice• Leadership• Performancemanagement• Conflictmanagement• Writingskills

ContactLearningandDevelopmentat(510)987-0673 for more information.

TOASTMASTERS

Doesstandinginfrontofagroupterrifyyou?Doyoustrugglewhenyouhavetodeliveranunpleasantmessage?

Toastmastersisagreatwaytoovercomethefearofpublic speakingandimproveyourcommunicationskills.Notonlydomembersimprovetheirabilitytospeakinfrontofagroup,theyalsolearnwaystomoreclearlyarticulatetheirthoughtsinanyspeakingsituation.ByparticipatinginToastmastersyoubuild confidence,enjoyanopportunitytonetworkwithothersinsideandoutsidetheorganizationandenhanceyourleadershipskills.

LakesideSpeakeasyToastmastersgroupmeetsevery Thursdayfrom12:05to12:55attheKaiserBuilding,Room712.EveryoneisinvitedtoattendandlearnmoreaboutwhatToast-masters has to offer.

ServicesandOtherR

esources

UCOP Learning and Development Programs, Courses and Services

The UCOP Learning Center is the primary tool for accessing learning and development opportunities at the Office of the President. By accessing the Learning Management System (LMS), you can:

• Browse or search the training catalog• Register for upcoming classes• View training transcript to track your completion of courses• Access eCourses

Use your UCOP login and password to sign in to the UC Learning Centerat ucop.edu/ucoplearningcenter

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nancykarier

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please check guidelines -- I don't see an FSC logo in the upper left of their samples. Can you remove?

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