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2019 Training Catalog

Empowering you through education!

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Table of Contents About Merit Career Development

Empowering You to Reach Your Dreams 5Uniquely Merit 5Delivery Choices 6Accreditations 6Training Staff Augmentation 7

Leadership 8Fundamentals of Leadership and Management - 2 Days 9Strategic Thinking and Decision-Making - 2 Days 10Managing Organizational Change - 2 Days 11Performance Management - 2 Days 12Coaching Your Team to Success 13Innovation and Creativity 14Strategic Planning 15Building High-Performing Teams 16Personality-Based Leadership 17Transformational Leadership with 360o Assessment 18Ethics for Leaders 19Handling Employee Performance Problems and Terminations 20

Project Management 21 Project Management Foundations - 2 Days 22Project Management Fundamentals - 3 Days 23Project Management with Simulation Executive Overview 24Project Management Foundations with Simulation - 2 Days 25Project Management Overview with Simulation - 3 Days 26Project Management Essentials 27Project Management Basics - 1/2 Day 28Comprehensive Project Management Workshop - 5 Days 29Stakeholder Management and Communications Planning 30Schedule and Cost Control - 2 Days 31Project Change Management 32Agile Project Management - 2 Days 33

Why do we do what we do

With our depth and breath of education and experience, we believe that we can change the world for the better through training. We are a team of professionals who have learned from decades of experience that knowledge is power. We believe it is the power to change the world. We are dedicated to a mission of sharing knowledge through high quality training offered where and when it can make the greatest impact. Our goal is to fill the broadly recognized skills gap in the workplace. This is why we do what we do.



Agile PM for Non-IT Environments - 1 Day 34Identifying and Managing Project Risks 35PMP® Exam Prep - 5 Days or Online 36Four Tools to Pass the PMP® Exam 37Project Cost Estimating - 2 Days 38Identifying and Managing Project Risks - 2 Days 39Project Cost Estimating - 3 Days 40Project Leadership 41Earned Value Management - 2 Days 42Risk Management for the Pharmaceutical Industry 43

Six Sigma 44 Six Sigma White Belt - 1/2 Day 45Six Sigma Yellow Belt - 2 Days 46Business Process Mapping - 2 Days 47Failure Modes and Effects Analysis - 2 Days 48Root Cause Analysis - 1 or 2 Days* 49Managing Six Sigma Projects - 1 Day 50Statistical Thinking for Managers - 1 Day 51The Six Sigma Champion - 1 Day 52Governing the Six Sigma Project Portfolio - 1 Day 53Six Sigma Green Belt - 5 Days or Online 54Statistical Process Control (SPC) - 3 days 55Advanced Statistical Process Control - 2 Days 56Design of Experiments (DOE) - 2 Days 57Six Sigma Black Belt - Two 5-Day Sessions or Online 58Six Sigma Master Black Belt - Two 5-Day Sessions or Online 59

Professional Development 60Professional Negotiating Skills 61Persuasive Presentations - 2 Days 62First Class Facilitation - 2 Days 63Workplace Writing - 2 Days 64Workplace Communications - 2 Days 65Ethics in the Workplace 66How to Be Your Best on Camera 67Harassment Avoidance & Retaliation Prevention 68Professional Selling Skills 69Advanced Consultative Solution Selling - 2 Days 70Interpersonal and Cross-Cultural Communications - 2 Days 71Communicating Using DISC (Taking Flight®) 72



Problem Solving with Root Cause Analysis 73 Build Your Own with 1/2 Day Courses 75

Emotional Intelligence 75Preventing Harassment in the Workplace 76Generation Gaps – Are you bridging or widening them? 77Team Excellence 78Situation-Based Leadership 79Active and Effective Listening 80Diversity Awareness 81Conflict Management 82Customer Conversations—What NOT to say or do! 83Transformational Leadership 84Workplace Ethics 85Time Management 86

Epilog 87

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About Merit Career Development

Empowering You to Reach Your Dreams

We are proud of our track record of helping thousands of people across the globe reach their dreams by increasing their knowledge, improving their skills, and enriching their lives through meaningful and relevant trainings tailored to seizing today’s opportunities. We design and deliver every course, workshop and module with engaging activities, memorable material, and immediately applicable information.

Our interactive learning experiences, using academically validated and modern adult instructional techniques, unleash the power of your talent. We take the time to understand each client’s needs and customize our courses for your organizational objectives.

Further, most Merit courses are eligible for PDU, PDC, CEU and CLP credentials; also helpful in reaching your goals and dreams. Our programs, workshops, lectures and coaching span the fields of project management, leadership, professional development, management, communications, and supply chain management.

Uniquely Merit

For more than two decades Merit Career Development has been distinguished from other training organizations by employing highly engaging, academically proven, interactive learning activities. Our experiential methodologies enhance learner engagement and retention of subject matter. Merit was the first U.S. firm to use the sophisticated, yet highly realistic simulation tool, SimulTrain®, for project management training. We consistently receive enthusiastic praise from workshop audiences who have enjoyed and gained so much from this experience.Merit’s Learning Approach• At Merit, we use adult education methods and

experiential learning techniques• Customize instructional and curriculum design by

integrating client-specific business scenarios into our workshop material

• Focus on human performance improvement• Provide choice of classroom, virtual learning, web-

based training, and video learning platforms• Offer organizational development consulting

Broad Industry Experience Including• Training and consulting to U.S. Government agencies

and departments• Extensive global experience training and consulting

with technology companies• Development of cross-functional global teams to

improve performance in retail and manufacturing companies

• Pharmaceutical development process in global organizations

Instructor / Facilitator Proficiency• Merit instructors have a minimum of a Master’s degree• Instructional design expertise • Broad expertise providing technical and non-technical

training• Experience in private sector firms and federal

government agencies• International/Global experience



Delivery Choices

Accreditations

If you are a PMP, an HR professional, accountant, nurse or federal employee, you can earn credits:• Merit is a Registered Education Provider (REP) for the

Project Management Institute awarding Professional Development Units (PDUs) to Project Management Professionals.

• Merit’s courses provide PDCs from the Society for Human Resource Management (SHRM).

• The California Board of Registered Nurses have approved our courses for Continuing Education Units, (CEUs) for Nurses.

• Merit Systems LLC is registered on the GSA Schedule and many courses qualify for Office of Personnel Management Continuous Learning Points (CLPs).

We listen to our clients and respond. Year after year, our research shows that organizations like yours need flexible training options to best engage and retain their workforce. We are here for you with choices.

Our interactive learning experiences, using academically validated and modern adult instructional techniques, unleash the power of your talent. We take the time to understand your needs and customize our courses for your organizational objectives.

Choose the format and content that works best for your organization.

Delivery Methods Available • Live instructor on your site or remote location• Virtual Instructor Led Synchronous Training (VILT) • Asynchronous Learning via our Content Management

System• Web-based training• Hybrid courses: a blend of live and virtual delivery

methods • Semi-custom – combine our half-day modules into full or

multi-day courses

Learning Time Frames• Hourly series• Half-day • Whole day, multi-day and week-long retreat formats

For pricing, custom course design, and registration information contact Jim Wynne at 610-225-0193 or [email protected].

For additional information about our instructors and capabilities visit our web site, www.meritcd.com, orclick here.


mailto:[email protected]

www.meritcd.com

http://www.meritcd.com


Training Staff Augmentation

Free up your time and resources with Merit’s professional trainers augmenting your training staff.

• Effectively manage head count and budget• Reduce the impact of seasonality and periodic training demand spikes• Retain control over your intellectual training content• Fill content gaps with our trainers while focusing your trainers on their areas of expertise• Rapidly fulfill urgent training demands• Assign your permanent staff to organizationally-specific training like on-boarding new hires

Merit Career Development is the premier designer of high quality, professional skills training. What distinguishes us from other professional training organizations is that we integrate proven academic research into all of our courses to match how adults learn best. This results in exceptionally high learning retention.

Merit Career Development:

• Smart, seasoned and savvy experiential trainings on a wide array of management and leadership issues that are topical and in demand

• Expertly deliver our content or yours, or a blend of both, to assure the best solution for your requirements • Live, on-site instructor-led training, virtual instructor led training or blended options that best meet your needs• Most Merit courses qualify for continuing education units for project managers (PDUs), human resource professionals

(PDCs), SHRM (PDCs), informatics nurses (CEUs), and Office of Personnel Management CLPs.

Meet some of our trainers.

Gail Cooperman Bob EllingPennie SimmonsPrince Knight

Cornell Wright John JuzbasichMarci HackelJim Spaulding


http://www.meritcd.com/about/Gail_Cooperman

http://www.meritcd.com/about/Bob_Elling

http://www.meritcd.com/about/Pennie_Simmons

http://www.meritcd.com/about/Prince_Knight

http://www.meritcd.com/about/Cornell_Wright

http://www.meritcd.com/about/John_Juzbasich

http://www.meritcd.com/about/Marci_Hackel

http://www.meritcd.com/about/Jim_Spaulding


Leadership

Fundamentals of Leadership and Management - 2 Days 9Strategic Thinking and Decision-Making - 2 Days 10Managing Organizational Change - 2 Days 11Performance Management - 2 Days 12Coaching Your Team to Success 13Innovation and Creativity 14Strategic Planning 15Building High-Performing Teams 16Personality-Based Leadership 17Transformational Leadership with 360o Assessment 18Ethics for Leaders 19Handling Employee Performance Problems and Terminations 20


Leadership

Learning Objectives Topics & Content Course Information


Fundamentals of Leadership and Management - 2 Days

• Give and receive feedback in a non-threatening manner

• Select a leadership style that most effectively manages others in any given situation

• Choose leadership behaviors that inspire and motivate followers to achieve high levels of performance

• Use active listening to better understand others and communicate more effectively

• Situation-based leadership• Leadership styles• Coaching followers to success• How and when to delegate• Transformational leadership• Lead by example• Inspirational motivation• Intellectual stimulation• Follower considerations• Developing high performance

teams• Active listening techniques• Questioning methods• Paralinguistic meaning• Non-verbal communication

Duration 2 daysAudience

ManagersTeam LeadersSupervisorsEmerging leaders

Accreditations PMI: 14 PDUs SHRM 14 PDCs Nursing: 14 CEUs OPM: 14 CLPs OPM Competency: Human Capital Management

In Merit’s “Fundamentals of Leadership and Management” workshop, current and rising managers learn the critical leadership issues and skills needed to succeed in today’s challenging business world. Emphasizing the importance of leadership style and techniques, participants learn to identify the situation and the needs of the follower as well as behaviors associated with outstanding leadership. The workshop focuses on the charismatic and emotion-based elements of leadership and how to solve challenging problems in their sphere of influence.

Course Code: LD101

“Very helpful on understanding

the dynamics of manager-employee

interactions”


Leadership



Strategic Thinking and Decision-Making - 2 Days Course Code: LD201

• Discover individual biases and blind spots

• Apply System 1 versus System 2 thinking as appropriate to make better decisions

• Diagnose common decision traps and techniques to avoid them

• Explain and experience “framing” when individuals and groups make decisions

• Review rational tools to improve individual and group problem solving and decision making,

• Apply rational tools to workplace-specific problems and decision challenges

• Strategic decision-making model• System 1 and System 2 thinking

processes• Bounded Rationality• Decision traps• The use of rational tools to

improve decision making.• The role of emotion in decision-

making• Making decisions throughout the

workshop


ManagersTeam LeadersSupervisorsEmerging leadersEmployees at any level

Accreditations PMI: 14 PDUs SHRM 14 PDCs Nursing: 14 CEUs OPM: 14 CLPs OPM Competency: Strategic Thinking

“Mind-opening. Useful-provides real tools and methods that can be used in

the workplace.”

Sound decision-making and problem-solving skills are key to organizational success. Modern psychology is studying the processes at work in our complex and sophisticated brain, and has identified common errors in thinking, shortcuts used in the critical thinking process that can lead to errors, and cognitive biases that influence our decisions without our knowledge. But how do you navigate through the thought process before arriving at a decision or solution? This workshop is designed to help participants improve their critical thinking and problem-solving processes while focusing on applying these new skills to workplace challenges and making better decisions.


Leadership



Managing Organizational Change - 2 Days Course Code: LD202

• List six types of change managers

• Explain why organizations change?

• Discuss pressures driving organizational change

• Distinguish types of changes in organizations

• Discuss broad, radical, fundamental changes to an organization’s core business processes

• Describe change implementation challenges

• Recognize resistance to change• Select strategies to communicate

change• Apply change models

• Types of organizational changes• Manager styles: Director,

Navigator, Caretaker, Coach, Interpreter, and Nurturer

• Various change management approaches from noted leaders including Lewin and Kubler-Ross

• Behavioral signs of resistance• Reasons for resistance • Overcoming resistance strategies• Skills for communicating change• Sustaining change


ExecutivesManagersTeam LeadersSupervisorsEmerging leaders

Accreditations PMI: 14 PDUs SHRM 14 PDCs OPM: 14 CLPs OPM Competency: Decisiveness

“Informational, an excellent filter or

lens through which to view, understand,

and react to situations going on inside our company and externally with

clients.”

In today’s dynamic business environment, organizations must continually evolve and change to meet the demands of the marketplace. Not only are managers at the forefront of the change process, they are subject to the impact of changes taking place. This course is designed to guide managers through the organizational change process, provide them with techniques to guide their teams through the turbulence, and help them overcome resistance to change.


Leadership



Performance Management - 2 Days Course Code: LD203

• Identify and describe corporate values and goals

• Discuss shared beliefs, expectations and attitudes

• Identify systems and processes which you can use to affect employee performance

• Explain the performance management cycle

• Describe the progressive discipline process

• Diagnose problem performance areas

• Develop solutions to performance problems

• Design recognition and reward processes to reinforce appropriate and outstanding employee performance

• Translate values into standards• The behavior/consequences

matrix and how it applies to managing employee performance

• Positive reinforcement and punishment and how it applies to managing employee performance

• The importance of documentation• Big Three possible causes of

performance problems• Using recognition and rewards to

manage employee performance• The difference between

recognition and rewards


ManagersTeam LeadersSupervisorsEmerging leaders


“Useful; adds structure to what

had been a loosely defined “intuitive”

management style that I have

previously used.”

Managing employee performance is a critical responsibility which drives organizational performance. It is one of the most important elements of a manager’s job. A manager/supervisor is responsibile to clearly communicate performance goals and objectives to each of their employees. Once communicated, s/he has the responsibility to follow through, to determine if objectives are being met, and to provide ongoing feedback to maintain positive behavior or correct inappropriate behavior. In Performance Management managers are taught how to direct employees’ performance to align with the organization’s values and goals. They are taught to demonstrate positive efforts to assist their employees in succeeding on the job.


Leadership



Coaching Your Team to Success Course Code: LD204

• Define and contrast coaching, mentoring and managing

• Recognize appropriate and inappropriate uses of coaching

• Develop a coaching mind set• Define roles and responsibilities• Setting realistic expectations• Identify best practices for

managers who are coaches• Contrast links between thoughts,

beliefs, behaviors, relationships and results

• Identify qualities of a manager in a coaching relationship

• Define and adopt a non-judgmental mind set

• Explain the GROW model• Devise accountability strategies

• Manager as coach• Listening at three levels• Goals, Reality, Options and Way

Forward• Employee accountability• Question-storming• Asking coaching questions• Creating rapport • Upholding confidentiality• Cranes’ Results Cycle• Co-Active Coaches Institute

approach• Apply GROW model to generic

performance case study

Duration 1 dayAudience

This course is ideal for leaders in organizations at all levels. ManagersTeam LeadersSupervisorsEmerging leaders


“Assists in managing conflicts and building

team morale and confidence. It was fun and very informative. I

recommend it.”

This workshop teaches the fundamentals in coaching in order to achieve improved employee performance. Managers who are coaches benefit from the coaching models learned in this program. We focus on how to retain, engage and motivate employees to do quality work. This workshop introduces the GROW model (Goals, Reality, Options and Way Forward), a proven approach. Content also uses principles from the Co-Active Coaching model and Cranes’ Results Cycle.


Leadership



Innovation and Creativity

• Identify when and where to apply innovative thinking to change outcomes

• Review creative and logical thinking processes, and use both to uncover more and better solutions

• Demonstrate enhanced curiosity, experimentation, and questioning

• Identify and apply techniques for increasing innovative thinking and improving results

• Convert innovative ideas into action and results

• Demonstrate resilience in recovery from setbacks, recognize the value of failure, and capture and share lessons learned

• The relationship between courage and innovation

• “Functional Fixedness”• Open-mindedness• Opportunities for innovation• Personal characteristics for

creativity• Personal and organizational

barriers• Fear of failure• Resilience• Design thinking process• Tools for ideation• Case studies• Innovation Challenge activity


Anyone interested in improving their innovation and creativity skills

Accreditations PMI: 7 PDUs SHRM 7 PDCs Nursing: 7 CEUs OPM: 7 CLPs OPM Competency: Creativity & Innovation

Participants learn and apply the behaviors and creative thinking skills that lead to new solutions for personal and organizational performance. Following “Design Thinking” processes, participants learn how to use innovative methodologies to resolve issues and shift their “frame of reference” to consider possibilities and insights from others. Learners embrace intelligent risk taking, experimentation, challenging the norm, delivering new solutions with agility, and the seven desirable characteristics that enhance creativity.

Course Code: LD301

“I learned a lot that I’ll be using to take control of my future—great learning experience!”


Leadership



Strategic Planning

• Articulate the need for strategic plans

• Apply “Scenario Planning”• Apply the 10-Step Strategic

Planning Process • Define the organization’s values

and future state• Select planning process

participants• Practice external environmental

scanning• Envision the future• Prepare a SWOT Analysis• Identify and prioritize issues• Develop action plans

• Planning in a changing environment

• Long-term versus short-range planning

• Mintzberg’s Planning Model• The 10-Step Strategic Planning

process• SWOT analysis• Risk analysis• Scenario Planning technique


Leaders and management teams that wish to develop strategic plans for their organization.

Accreditations PMI: 7 PDUs SHRM 7 PDCs Nursing: 7 CEUs OPM: 7 CLPs OPM Competency: Strategic Thinking

Leaders and experts agree that strategic planning is a critical component of good management and governance. It helps assure that an organization remains responsive and relevant to the needs of its stakeholders, and contributes to organizational growth. Strategic planning facilitates new program development and provides a basis of monitoring progress, assessing results and evaluating its impact. It enables an organization to look into the future in a systematic way. This workshop helps the leadership team set policies and goals that will guide the organization, providing a clear focus to the management team and staff.

Course Code: LD302

“Nice class with a good mix of

lecture and group exercises. Very

good introduction to strategic planning.”


Leadership



Building High-Performing Teams Course Code: LD303

More and more of today’s business is conducted through teams. Developing individual contributors into a high performing team is even more challenging since many teams are virtual and teams are being asked to do more with fewer resources. Teamwork is even more critical in environments where user requirements and technology change quickly. Teams must be more agile and proactive, responding to the needs of their internal and external stakeholders. This workshop focuses on how to leverage individual strengths to create high-performance teams.

• Recognize characteristics of high performing teams and the qualities of successful team leaders

• List components of effective team meeting management

• Describe the stages of team development

• Apply effective communication skills to enhance teamwork

• Employ the four-step model to resolve team disagreements

• Practice team-based brain-storming, problem solving and decision making strategies

• Effective and ineffective team behaviors

• High performing teams• Effective team leader behaviors• Team meeting checklist• The value of a clearly defined

agenda and timetable• Intra-team communication

behaviors• Active listening techniques• Non-verbal communication

behaviors• Communication challenges for

virtual teams• Four-step disagreement

resolution process• Importance of clarifying goals,

roles and responsibilities


ManagersTeam LeadersSupervisorsEmerging leadersTeam Members

Accreditations PMI: 7 PDUs SHRM 7 PDCs OPM: 7 CLPs OPM Competency: Team Building

“Helped me define interactions and

personalities, things I already thought I “knew” but was great to formally

learn.”


Leadership



Personality-Based Leadership Course Code: LD401

This program presents an innovative way for participants to understand how four personality styles that have been recognized in multiple cultures effect interactions we have as a leader. Use of the DISC* model is presented in an interactive and memorable way, by associating each of the D I S and C personalities with a unique bird using the Take Flight Learning model. Participants learn about their own style through personal assessment, and how to recognize and effectively interact with other styles in professional and personal worlds in a fun, interactive way. Participants learn how to tone down overuse of behavioral strengths to be more effective in interactions with others.

• Learn about the four behavioral styles – Dominant, Interactive, Supportive, and Conscientious

• Demonstrate understanding of how each style differs from each other

• Accurately identify another person’s style

• Identify how teams can benefit from all four styles.

• Demonstrate how to alter your approach to better match others styles

• Recognize overuse of behavioral strengths so as to not irritate others.

• Create strategies to improve relationships & performance

• Build an Action Plan for improved communication

• Description of each style – D I S C

• Fast paced and verbal or Even paced and reserved

• Task or People oriented• History of behavioral styles • Which behavioral style are you?

(Personal Assessment Report) • How each style behaves at work• Identifying others’ styles • Primary and secondary style

combinations • Home Rule vs. The Golden Rule • Communicating with others • Team dynamics • Toning down overuse of

strengths to not irritate others


ManagersTeam LeadersSupervisorsEmerging leadersTeam Members

Accreditations PMI: 7 PDUs SHRM 7 PDCs OPM: 7 CLPs OPM Competency: Leveraging Diversity

*Instructor certified in DISC by Take Flight Learning

“Informative, useful in everyday life and

relationships.”


Leadership



Transformational Leadership with 360o Assessment Course Code: LD402

One of today’s most popular leadership models in times of change, Transformational Leadership emphasizes intrinsic motivation and “follower” development. It fits the needs of today’s work groups that want to be inspired and empowered to succeed in these times of uncertainty. The leader and the followers are bound together in the transformational process as they work to influence their organizations and bring about change, as they themselves grow throughout the process. Studies show that Transformational Leadership creates high performing teams, departments, and organizations—leadership beyond expectations.

• Describe Leadership Concepts and the Full Range Leadership Model

• Interpret the four cornerstones of Transformational Leadership

• Demonstrate Transformational Leadership behaviors

• Complete the 360o assessment – Multi-Factor Leadership Questionnaire (MLQ); a well-researched, statistically valid instrument prior to the class

• Interpret MLQ scores• Create a personal leadership

development plan to raise your MLQ Transformational Leadership scores

• Leadership Concepts• The Full Range Leadership

Model• Ineffective to highly effective

leadership• The four cornerstones of

Transformational Leadership• Definitions and leadership

examples• Transformational Leadership

behaviors• 360o assessment; Multi-Factor

Leadership Questionnaire (MLQ)• Transformational Leadership

coaching session• Group discussions and problem

solving are integrated throughout the workshop


ExecutivesDirectorsManagersTeam LeadersSupervisors

Accreditations PMI: 7 PDUs SHRM 7 PDCs OPM: 7 CLPs OPM Competency: Human Capital Management

“Informative and very useful.

Knowledge gained is applicable to day-

to-day activities immediately”


Leadership



Ethics for Leaders Course Code: LD501

Popular press is awash with stories describing ethical meltdowns and how corporate misdeeds have eroded public trust of organizations and their leaders. The study of ethics need not be an academic affair. A practical approach with relevance to the workplace is needed to help regain lost trust. This seminar examines ethical issues for leaders from a pragmatic, real-world perspective. Special attention is given to international ethical issues and concerns pertaining to people management. Ethical dilemmas and case studies are an integral component of the seminar.


ExecutivesDirectorsManagersTeam LeadersSupervisors

Accreditations PMI: 7 PDUs SHRM 7 PDCs OPM: 7 CLPs OPM Competency: Integrity/Honesty

“Appreciated the time and

perspectives given. Would definitely go

to this as a great introduction to

a longer course. Worth the time. ”

• Dispel common myths about business ethics

• Describe the ideal ethical workplace

• Resolve conflicts of interest• Implement ethics guidelines and

policies in your organization• Identify and resolve typical

ethical dilemmas• Decide what is right• Recognize common excuses for

unethical behavior, and what to do about them

• Deal with unethical coworkers, customers, and vendors

• Describe the two approaches to resolving ethical issues

• Manage ethical conduct in a global environment

• Manage ethics and legal compliance

• What is business ethics?• Common ethical problems• How to create an ethical

workplace• Tools to support an ethical

workplace• Applying ethics in the real world• Group activities• Decision Confidence assessment• Myths about business ethics• Ethical dilemma practice

exercises• Ethical problems of supervisors

and managers• Prescriptive approach to resolve

ethical issues• Psychological approach to

resolving ethical issues• Managing for ethical conduct• Ethical problems of organizations• International ethical concerns


Leadership



Handling Employee Performance Problems and Terminations Course Code: LD502

Supervisors, managers, and executives all experience challenges in handling performance problems and terminations of those who work for us. This course will teach participants how to face performance problems early and directly and how to communicate with employees professionally while motivating improved performance in those they manage. Participants will role-play counseling and termination interviews to prepare to take these actions when necessary with an employee in their area of responsibility. Increasing skill and comfort with these difficult tasks is a very important aspect of handling these circumstances professionally for the employee and the supervisor.

• Identify performance problems early

• Communicate performance problems effectively & professionally

• Motivate improved performance with employees

• Follow organization policies and protocol

• Document counseling conversations

• Role-play a counseling interview • Prepare and deliver a termination

interview • Address terminations

professionally with staff after the termination is complete

• Personality styles and effect on communication (DISC)

• Transformational versus Transactional Leadership Styles

• Conversations raising performance problems

• Fear of conducting reviews• Documentation of performance

problem • Role play counseling scenarios • Decision to terminate

considerations • Role play termination interviews • After the termination; handling

others around you

Duration 1 dayAudience This course is designed for executives, managers and supervisors in the private or public workforce that are responsible for employee performanceAccreditations PMI: 7 PDUs SHRM 7 PDCs OPM: 7 CLPs OPM Competency: Human Capital Management


“Provided a good refresher of communication

and listening techniques, and

provided managing techniques as well. A good ‘sharpen the

saw’ class.”



Project Management

Project Management Foundations - 2 Days 22Project Management Fundamentals - 3 Days 23Project Management with Simulation Executive Overview 24Project Management Foundations with Simulation - 2 Days 25Project Management Overview with Simulation - 3 Days 26Project Management Essentials 27Project Management Basics - 1/2 Day 28Comprehensive Project Management Workshop - 5 Days 29Stakeholder Management and Communications Planning 30Schedule and Cost Control - 2 Days 31Project Change Management 32Agile Project Management - 2 Days 33Agile PM for Non-IT Environments - 1 Day 34Identifying and Managing Project Risks 35PMP® Exam Prep - 5 Days or Online 36Four Tools to Pass the PMP® Exam 37Project Cost Estimating - 2 Days 38Identifying and Managing Project Risks - 2 Days 39Project Cost Estimating - 3 Days 40Project Leadership 41Earned Value Management - 2 Days 42Risk Management for the Pharmaceutical Industry 43


Leadership



Project Management (PM)


Project Management Foundations - 2 Days

• Employ core PM tools• Perform stakeholder analysis• Define the project’s strategic

value to the entity• Prepare project scope statement• Develop a communication plan• Create a tactical project plan• Schedule milestones and

activities• Practice risk analysis• Apply learning to participant’s

project• Reduce scope changes• Eliminate waste and re-work

• Project management vocabulary• Reasons for project failure• Stakeholder management grid• Life cycle phases• Project scope statement• Work Breakdown Structure• PERT estimating technique• Activity relationships• Network diagramming• Critical path• Schedule development• Risk analysis• Case study and other exercises• PM tools and techniques

Duration 2 daysAudience Novice project managers Anyone interested in PMAccreditations PMI: 14 PDUs SHRM 14 PDCs Nursing: 14 CEUs OPM: 14 CLPs OPM Competency: Customer Service

This workshop is designed to give the participant the skills and tools to consistently be an effective project manager. Participants will receive guidance through the entire project life cycle, learning to gain “buy-in” from sponsors, create a tactical plan, and manage project scope changes and challenges. Participants will learn how to communicate the appropriate information to the various stakeholders throughout the project life cycle.

Course Code: PM101

“It was the best training session I

have ever been part of. Very informative. I wish I could have

taken it earlier in my career.”


Leadership





Project Management Fundamentals - 3 Days

• Describe project planning concepts

• Identify and assess project requirements

• Create a Work Breakdown Structure

• Perform stakeholder analysis• Develop a communication plan• Employ risk analysis techniques• Apply quality management

techniques• Discuss project metrics• Manage project execution and

control• Identify project close procedures• Launch a project

• Life cycle phases • Project management vocabulary• Stakeholder management grid• Communication plan• Requirements management• Work Breakdown Structure• Precedence diagramming• Project Network• Critical path and “crashing”• Schedule development• Risk analysis and management• Quality management tools• PM metrics, tools and techniques• Project delivery and control• Project close best practices• Case study and other exercises

Duration 3 daysAudience Novice project managers Anyone interested in PMAccreditations PMI: 21 PDUs SHRM 21 PDCs Nursing: 21 CEUs OPM: 21 CLPs OPM Competency: Customer Service

This workshop covers the full complement of sub-plans, methods and procedures that span the typical project life-cycle from initiation to project close. Designed to give the participant the skills and tools to consistently be an effective project manager, participants will examine the role of the project manager and their involvement in managing the life-cycle of a project through defining task, time management, scheduling, and resource allocation. Each of the ten PMI Knowledge Areas will be covered in the modules that will be presented to the workshop participants.

Course Code: PM102

“I think it was a great workshop

and the instructor was knowledgeable

and helpful. The workshop is very

beneficial.”


Leadership





Project Management with Simulation Executive Overview

• Experience leading a project in its entirety on a daily basis

• Manage stakeholders • Set up and manage priorities • Allocate resources• Appraise task progress and

quality• Revise the project plan• Make decisions as a group• Negotiate among the goals

in cost, schedule, quality, motivation and risk.

• Manage conflict within the team• Assess team spirit • Evaluate communication and

motivation among the team members

• Project execution and control• The Triple Constraint• Activity network• Gantt chart• Budget management• Schedule management• Resource scheduling• Time management• Decision-making• Conflict resolution• Risk management• Personnel management• Negotiation• Teamwork• Stakeholder management

Duration 1 day

Audience This course is ideal for those involved in and managing projects: Novice or advanced project managers Project team leaders Project team members Senior Managers Accreditations PMI: 7 PDUs SHRM 7 PDCs Nursing: 7 CEUs OPM: 7 CLPs OPM Competency: Decisiveness

In Merit’s Project Management with Simulation Executive Overview, the experience of managing projects is brought to life. The project requirements, the resource constraints, timing and budgeting challenges, everyday interruptions, and sudden changes that emerge, are all included in the simulation. Using SimulTrain®, a computer-based simulator, is invigorating, exciting, a bit stressful, and very engaging. You will be able to apply your learning and team-building skills immediately. Participants always leave the day saying they just didn’t realize how engaging a project management learning experience could be.

Course Code: PM103

“It was a great learning experience—

very beneficial, interesting and fun!“


Leadership





Project Management Foundations with Simulation - 2 Days

• Explain project management concepts and terminology


• Perform stakeholder analysis• Develop a communication plan• Employ risk analysis techniques• Discuss project metrics• Manage project execution and

control• Identify project close procedures• Launch a project• Describe a process for planning

projects• Identify project management

tools and techniques to assist in planning and managing projects

• Execute a project plan in a team environment

• Project Management Foundations:The Project Management Process, Work Breakdown Structure, Network Diagrams and the Critical Path

• Schedule Development• Risk Management Introduction• Resource allocation• Communication Planning• Stakeholder Analysis• Risk Planning and Management• Risk Identification techniques• Project Management Simulation• Project execution, delivery and

control• Project Close• Lessons Learned• SimulTrain® Project Management

Simulator

Duration 2 daysAudience Novice project managers Anyone interested in PMAccreditations PMI: 14 PDUs SHRM 14 PDCs Nursing: 14 CEUs OPM: 14 CLPs OPM Competency: Decisiveness

This workshop covers several PM sub-plans, methods and procedures that span the typical project life-cycle from initiation to project close. It is designed to give the participant the skills and tools to consistently be an effective project manager. Participants will examine the role of the project manager and their involvement in managing the life-cycle of a project through defining tasks, time management, scheduling, and resource allocation. The simulation tool is used to reinforce learning.

Course Code: PM104

“Captivating and engaging; would recommend to

everyone!”


Leadership





Project Management Overview with Simulation - 3 Days


• Identify and assess project requirements


• Perform stakeholder analysis• Develop a communication plan• Employ risk analysis techniques• Apply quality management

techniques• Discuss project metrics• Manage project execution and

control• Identify project close procedures• Explain project management

concepts and terminology• Identify project management

tools and techniques to assist in planning and managing projects

• Evaluate project progress and recommend corrective actions

• Launch and manage a project• Update a Project Plan after the

project begins

• Project Management Foundations:The Project Management Process, Work Breakdown Structure, Network Diagrams and the Critical Path

• Schedule development• Resource allocation• Communication planning• Stakeholder analysis• Risk planning and management• Risk identification techniques• Requirements management• Project management simulation• Quality planning• Project execution, delivery and

control• Project close• Lessons learned• SimulTrain® project management

simulator

Duration 3 daysAudience Novice project managers Anyone interested in PMAccreditations PMI: 21 PDUs SHRM 21 PDCs Nursing: 21 CEUs OPM: 21 CLPs OPM Competency: Decisiveness

This workshop covers the full complement of sub-plans, methods and procedures that span the typical project life-cycle from initiation to project close. It is designed to give the participant the skills and tools to consistently be an effective project manager. Participants will examine the role of the project manager and their involvement in managing the life-cycle of a project through defining task, time management, scheduling, and resource allocation. Each of the ten PMI Knowledge Areas will be covered in the modules that will be presented to the workshop participants. The simulation tool is used to reinforce learning.

Course Code: PM105

“Great class, fun and informative.

Very good experience”


Leadership





Project Management Essentials

• Develop a project plan for a personal project

• Apply essential project management techniques to their project

• Create a risk management plan• List project work packages• Prioritize project work• Develop a project schedule• Examine the role of the

stakeholder• Manage expectations through

communication• Use the critical path to manage a

project

• Why projects fail• Project startup and scope• Stakeholder analysis• Communication plan• Project work packages• Work prioritization• Critical path and its importance to

project management• Schedule development • Project risk identification• Risk management

Duration 1 dayAudience Anyone interested in PMAccreditations PMI: 7 PDUs SHRM 7 PDCs Nursing: 7 CEUs OPM: 7 CLPs OPM Competency: Decisiveness

PM Essentials is designed to give participants the skills and tools needed to improve his or her project management (PM) success from kickoff through completion. This is a hands-on workshop where participants learn and apply essential PM techniques to a case study before applying them to their own project. Based on the top reasons that projects fail, the content of this workshop will increase project success. By the end of the day, learners will have a personal project plan workbook ready for immediate application.

Course Code: PM106

“Very informative; gave me the project

management essentials I need for

my team.”


Leadership





Project Management Basics - 1/2 Day

• Employ core project management tools

• Understand the Triple Constraint• Prepare project scope statement• Perform stakeholder analysis• Divide a project into manageable

activities• Develop a project schedule• Manage scope changes• Create a communication plan

• Understanding why projects fail• Stakeholder management grid• Life cycle phases• Project scope statement• Breaking down work packages• Activity relationships• Network diagramming• Critical path• Developing a viable schedule• Case study and other exercises• Project management tools and

techniques

Duration 1/2 dayAudience Anyone interested in PM Managers of Project ManagersAccreditations PMI: 4 PDUs

This half-day workshop is designed to give participants the basic skills and tools necessary to manage projects through successful completion. It provides an overview of the project management process and how to avoid common pitfalls that will typically emerge throughout the process without the proper precautions. Based on a case study, the participants complete exercises on practical project management, using project management best practices.

“Step-by-step intro to PM was extremely clear,

easy to follow, and provided great insight into the world of PM.”

Course Code: PM099


Leadership






• Identify, categorize and assess project requirements

• Create a Work Breakdown Structure (WBS), WBS dictionary, Responsibility Assignment Matrix (RAM) and Organizational Breakdown Structure (OBS)

• Perform stakeholder analysis• Develop a communication plan• Employ risk analysis techniques• Create a risk management plan• Apply cost estimating techniques• Apply quality management tools

and techniques• Calculate project metrics• Manage project execution and

control• Employ project close procedures

• Life cycle phases • Project management vocabulary• Stakeholder management grid• Communication plan• Requirements management• Project milestones• WBS, WBS dictionary, RAM and

OBS• Precedence diagramming• Project network development and

practice• Critical path and “crashing”• Schedule development and Gantt

charts• Risk analysis and management• Quality management tools and

planning• PM metrics, tools and techniques• Project delivery and control• Project close best practices• Exercises to practice each

knowledge area• Comprehensive case study

Duration 5 daysAudience Novice project managers Anyone interested in PM Those aspiring to become PMPsAccreditations PMI: 35 PDUs SHRM 35 PDCs Nursing: 35 CEUs OPM: 35 CLPs OPM Competency: Accountability

This comprehensive workshop covers the full complement of sub-plans, methods and procedures that span the typical project life-cycle from initiation to project close. It is designed to give the participant the complete set of skills and tools to consistently be an effective project manager. Participants examine the role of the project manager and their involvement in managing the life-cycle of a project through defining task, time management, cost estimation, scheduling, and resource allocation. Each of the ten PMI Knowledge Areas will be covered in the modules that will be presented to the workshop participants. This course meets the qualifications of the PMI to take the PMP examination.

“Very practical, eye opening, helped

me view PM within a more structured

framework. Exceptional course,

worth the time.”

Comprehensive Project Management Workshop - 5 Days Course Code: PM201


Leadership





Stakeholder Management and Communications Planning

• Describe the importance of communications in a project

• Define stakeholder and explain the importance of managing project stakeholders

• Identify stakeholders• Prioritize stakeholders• Evaluate stakeholders• Interpret stakeholder needs• Complete a stakeholder

management matrix• Select the best method to inform

stakeholders• Build a Communication Plan• Describe good communication

techniques• Use technology to your

advantage

• Stakeholder identification methods

• Stakeholder management matrix• Communication planning

documents• Meaning-centered

communication assessment• Communication technologies• Optimal communication methods• Effective meeting management

Duration 1 dayAudience Project managersAccreditations PMI: 7 PDUs SHRM 7 PDCs Nursing: 7 CEUs OPM: 7 CLPs OPM Competency: Communications

A great deal of research on “why projects fail” shows that the primary reason is poor communications. Stakeholder management and communication planning are often skipped in the project management process because other plans and tasks supersede these two important topics. This course seeks to address the need for proper stakeholder management and why a good communication plan is imperative for project success.

Course Code: PM202

“Good use of my time. A good

opportunity to learn with and from my peers. Enjoyable and informative!”


Leadership





Schedule and Cost Control - 2 Days

• Describe the need for scope management

• Define terms related to scope and requirements

• How to maintain scope and avoid scope creep

• Describe how to develop a requirements tree

• Distinguish between source and derived requirements

• Describe the concepts of allocation and traceability

• Developing and maintaining the Requirements Traceability Matrix

• Change management as it relates to scope, schedule, and cost

• Understand resources and how to assign tasks

• Define cost management concepts and terminology

• Understand the major processes of cost management including cost estimating, cost budgeting, and cost control

• How scope is managed through requirements

• Developing source and derived requirements

• Developing a schedule using networks and tasks

• Allocating and leveling resources to effect schedule

• Cost Estimating• Cost Budgeting• Cost Control

Duration 2 daysAudience Project managers General managers Team leaders Individuals responsible for risk managementAccreditations PMI: 14 PDUs SHRM 14 PDCs Nursing: 14 CEUs OPM: 14 CLPs OPM Competency: Problem Solving

A Project Manager is usually the one individual primarily responsible for ensuring a project is delivered on time, within budget and to the desired level of quality. Balancing these three constraints are integral to a successfully managed project. This course examines project scope, requirements management, time management, cost control, and the important relationship between the concepts. The class leads the participant through the processes required to successfully define the project requirements and break them down into the tasks and activities that are required to produce a project schedule that meets the sponsor’s timeline and budget.

Course Code: PM203

“Very valuable— the workshop was

informative and helped me understand concepts

like CPI, SPI, etc.”


Leadership





Project Change Management

• Identify possible implications of project changes

• Explain the change control system

• Define the proposed change strategic value

• Revise project scope and baseline

• Communicate changes and their impact

• Apply configuration management• Create a change process

workflow diagram• Practice risk analysis• Reduce scope changes• Eliminate waste and re-work

• Integrated change control process

• Ripple effect• Scope creep• Gold plating• Risk analysis• Case studies and other exercises• Change Request Checklist• PM tools and techniques

Duration 1 dayAudience Project managersAccreditations PMI: 7 PDUs SHRM 7 PDCs OPM: 7 CLPs OPM Competency: Customer Service

Effective change management is a key component and vital to the success of projects and project management. Project Managers must be highly regimented in their approach to dealing with project changes and their related dynamics. As a part of the change management process, it is important to track, understand the impact and quantify each change with regard to the approved project plan baseline. A critical component of the change process is communicating the impact of the proposed changes to appropriate organizational personnel.

Course Code: PM204

“You need to go to this if you want to be a successful project manager!”


Leadership





Agile Project Management - 2 Days

• Create rapid and flexible responses to change

• Reduce costs• Improve communications

between teams, customers, and stakeholders

• Increase efficiency and value to customers and stakeholders

• Describe the fundamentals of the Agile methodology and components

• Articulate the Agile Manifesto• Define the 6 domains which

characterize the Agile methodology

• Apply methods for determining and delivering stakeholder value

• List the components of a good Agile team

• Employ incremental development methodologies

• Apply Agile measurement tools: Team Velocity, Burn Down charts, and Agile estimates

• Agile principles, practices and misconceptions

• Impact of Agile on traditional project management approaches

• Contrast of Agile methodology to traditional waterfall methodologies

• Benefits and trade-offs of Agile methodology

• Roles and responsibilities of the Scrum Master

• Agile sprint planning and scrum• Lead planning and executing

projects with Agile methodologies• Agile Background & Definitions• Delivering Customer Value• Stakeholder Engagement & The

Agile Team• Planning & Problem Resolution• Continuous Improvement• The SCRUM Process/Putting it

all together • Case study: Putting it all together

Duration 2 daysAudience Project managersAccreditations PMI: 14 PDUs SHRM 14 PDCs Nursing: 14 CEUs OPM: 14 CLPs OPM Competency: Flexibility

This course teaches Agile principles and practices used in project management to best handle change. Flexibility, adaptation and direct communications are encouraged. Recurring opportunities to assess the direction of a project throughout its life cycle are provided using rolling wave planning, interactive and incremental delivery methods. During this 2-day course participants develop and employ an Agile design with Sprint Planning and Scrums. Each day participants are provided the opportunity to practice project execution and control of an Agile project in a dynamic real-time environment.

Course Code: PM301

“Worth the time—a solid intro to the principles of Agile methodology. Great overview

of concepts, examples/exercises for application.”


Leadership





Agile PM for Non-IT Environments - 1 Day

• Create rapid and flexible responses to change

• Reduce costs• Improve communications

between teams, customers, and stakeholders

• Increase efficiency and value to customers and stakeholders

• Describe the fundamentals of the Agile methodology and components

• Articulate the Agile Manifesto• Define the 6 domains which

characterize the Agile methodology

• Apply methods for determining and delivering stakeholder value

• List the components of a good Agile team

• Employ incremental development methodologies

• Apply Agile measurement tools: Burn Down and Kanban charts

• Agile principles, practices and misconceptions

• Impact of Agile on traditional project management approaches

• Contrast of Agile methodology to the traditional waterfall method

• Benefits and trade-offs of Agile methodology

• Agile sprint planning• Lead planning and executing

projects with Agile methodologies• Agile Background & Definitions• Delivering Customer Value• Stakeholder Engagement & The

Agile Team• Planning & Problem Resolution• Continuous Improvement• The SCRUM Process

Duration 1 dayAudience Anyone managing activities in the workplaceAccreditations PMI: 7 PDUs SHRM 7 PDCs Nursing: 7 CEUs OPM: 7 CLPs OPM Competency: Flexibility

The Agile methodology has evolved beyond the IT environment and can be applied to a variety of functions and departments in an enterprise. Principles and practices used in Agile project management to best handle rapidly changing environments form the foundation of this course. Flexibility, adaptation and direct communications are encouraged. Recurring opportunities to assess the direction of a project throughout its life cycle are provided using rolling wave planning, interactive and incremental delivery methods. During this course participants practice principles and tools from the Agile Project Management method.

Course Code: PM311

“Thorough information was provided in an interactive

manner.”


Leadership





Identifying and Managing Project Risks

• Define the purpose and importance of risk management

• Explain risk terms and concepts• Differentiate between risks,

issues and opportunities• Construct a risk management

process• Identify and assess risks• Analyze risks qualitatively and

quantitatively• Formulate avoidance, mitigation,

and contingency approaches to manage risks

• Describe risk ownership and reporting approaches

• Document risk plans• Communicate risks to

stakeholders

• Risk impact analysis• Risk management• Scenario Planning• Case studies and other exercises• Common risks checklist• PM tools and techniques

Duration 1 dayAudience Project managers General managers Team leaders Individuals responsible for risk managementAccreditations PMI: 7 PDUs SHRM 7 PDCs Nursing: 7 CEUs OPM: 7 CLPs OPM Competency: Problem Solving

This one-day course is designed to provide participants with an overview of risk management methodologies and best practices. It covers the key concepts, components, and tools that are required to develop effective measures for monitoring and controlling project risks. Participants will be presented with techniques for identifying, assessing, monitoring, controlling, reporting and analyzing project risks and their impact on project costs and schedules. Hands-on examples and templates are used to reinforce risk management concepts, tools, and methods used to effectively manage project risks.

Course Code: PM302

“The workshop provided me with a much clearer vision of risk, especially project risk, and help provide a

path for me to tie in a number of

process parts to streamline our

project management methodology.”


Leadership





• Demonstrate knowledge of the PMI® Project Management Body of Knowledge (PMBOK®) and other topics likely to appear in the PMP exam.

• Review each PMBOK chapter contents from the perspective of the PMP exam.

• Explore additional topics that have appeared on previous PMP exams.

• Project management framework • Integration management • Scope management • Project time management • Cost management • Quality management • Human resource management • Stakeholder management • Communication management • Project risk management • Procurement management • Professional responsibility and

ethics• Several mock exams

Duration 5 days 21 hours online over 7 weeksAudience Experienced and novice project managers aspiring to become PMPsAccreditations PMI: 35 PDUs Online 21 PDUs

This course is intended for individuals who wish to obtain their PMP® or CAPM® credential. The Project Management Professional (PMP®) Exam Preparation course is designed to prepare students to pass the PMP® exam administered by the Project Management Institute (PMI®). The focus is on exam topics and the PMI® Project Management Body of Knowledge (PMBOK®), upon which many of the exam questions are based.

“Informative; will be a big help in

passing the exam. Very helpful.Super! Do it.”

PMP® Exam Prep - 5 Days or Online Course Code: PM401


Leadership



X-AM: PMP Exam Simulator Exam Tips Video EV Management Video

Merit can help you pass the PMP exam the first time. The Exam can be tricky from many perspectives. As PMPs and instructors who help Project Managers prepare for the exam, we know actions and tools you can use to help you pass the first time! These tools are available on our web site at http://www.meritcd.com/tools/.

Four Tools to Pass the PMP® Exam

X-AM includes over a thousand questions - with feedback on each question. A tracking system illustrates the progress throughout the learning phase.

Aligned with the Project Management Body of Knowledge, the X-AM simulator covers the 5 process groups and the 10 Knowledge Areas. Each of the over a thousand questions belongs to a process group and to a knowledge area. Candidates become accustomed to the kinds of questions asked during the examination while practicing with the X-AM.

X-AM is not only an exam simulator that allows certification candidates to train in real conditions, it also serves other purposes:

Learning and reviewing: the questions are arranged according to the type of knowledge; thanks to the explanations given, they allow learners to extend their knowledge. Learners may view those questions which they found difficult several times, so as to consolidate their knowledge.

Evaluating oneself: thanks to the scores expressed in percent, learners may estimate their level of knowledge.

Tracking one’s progression: learners can view their results for each session and for each knowledge area; comparing those results allows them to identify the level of progression they have attained.

No doubt about it. Earned Value Management, EVM, is one of the most difficult yet absolutely essential components of the Project Management Professional, PMP, exam. Learning all 16 variations of how to calculate EVM is time consuming and unnecessary; there’s a better way!

In this video, John Juzbasich D.Ed(c), MLD, PMP, teaches you how vegetable peas is a mnemonic device which will allow you to quickly and correctly learn all the formulas for calculating Earned Value, without the time-consuming process of memorizing sixteen separate formulas.

You can master Earned Value. Buy this video today and learn how ‘eating your peas’ is the key to unlocking Earned Value.

The PMP exam, the Project Management Professional designation, is notoriously one of the most difficult and valued professional credentials in demand today. The exam consists of 200 questions and takes about 4 hours to complete.

While it can be grueling to prepare for and pass the PMP exam, especially on the first attempt, it doesn’t need to be. Passing it on the first attempt is an ‘Iron Triangle’ of Knowledge, Practical Experience, and Confidence.

This video, narrated by John Juzbasich D.Ed.(c), MLD, PMP, helps address the third leg: maintaining confidence. High-stakes exams naturally produce nervousness and pre-exam jitters but this results in one of two behaviors: you either rush or you slow down. Neither is helpful in passing the exam.

Rushing through your answers will easily result in mistakes because you’re not fully reading or understanding the questions. When your nervousness makes you go slowly, you are second-guessing yourself, and reducing the likelihood that you will answer all the questions in the allotted time.

The 5 PMP Exam Tips video provides numerous well-founded tips to help you prepare for the PMP exam experience which often creates nervousness before you even see the questions.

JJ’s Memory Aid

Most PM’s don’t know that they’ll be handed one piece of paper and a pencil when they get to the exam center. This is the aid created and used by Merit CEO John Juzbasich when he took and passed the PMP Exam.


Leadership





• Define cost estimating• List cost estimating terminology• Create a work breakdown

structure (WBS) for use in cost estimating

• Identify costs to be estimated• Evaluate cost estimating

techniques• Select techniques to achieve

more accurate results• Apply techniques to plan,

measure, and control costs• Practice cost estimating• Use team estimating• Create a Spend Plan• Create several Cost Estimates

throughout the workshop using the techniques learned

• Familiarize participants with best practices tools, techniques and communication

• Cost estimating process• Various terminology used in cost

estimating• Cost estimating concepts and

elements• Types of estimates• Detail estimates for each work

package or task • Intermediate estimates• Estimates at completion (EAC)• Estimate to complete (ETC)• Factors that influence estimates• Effort vs. duration estimates• Documenting estimates• Basis of estimate (BOE)

Duration 2 daysAudience Those responsible for estimating costs on projects. Accreditations PMI: 14 PDUs SHRM 14 PDCs OPM: 14 CLPs OPM Competency: Financial Management

The course introduces methods and techniques used in estimating project costs through defining tasks via a work breakdown structure (WBS). A variety of cost estimating techniques are practiced during the workshop and emphasis is placed on selecting the most accurate estimating methods for a particular task.

“Provides clarification in

several areas of estimating costs.Excellent, a very good use of my

time.”

Project Cost Estimating - 2 Days Course Code: PM402


Leadership





Identifying and Managing Project Risks - 2 Days

• Define the purpose and importance of risk management

• Explain risk terms and concepts• Define the four components of

risk management• Apply risk identification tools • Differentiate between risks,

issues, and opportunities• Implement a risk management

process• Describe and identify risks and

risk categories• Apply a risk matrix• Analyze risks qualitatively and

quantitatively• Employ risk probability impact• Build avoidance, mitigation,


• Recognize the economic impact of risk and risk solutions

• Practice monitoring risks, triggers, and controls

• Describe risk ownership and reporting approaches

• Document risk plans and communicate risks to stakeholders

• Risk impact analysis• Risk management• Scenario Planning methodology• Pre-mortem technique• Reduce “Group Think”• Document lessons learned• Case studies and other exercises• Common Risks Checklist• PM tools and techniques• Probability analysis

Duration 2 daysAudience Project managers General managers Team leaders Individuals responsible for risk managementAccreditations PMI: 14 PDUs SHRM 14 PDCs Nursing: 14 CEUs OPM: 14 CLPs OPM Competency: Problem Solving

Risk Management is designed to provide participants with a practical in-depth understanding and use of risk management methodologies and best practices. The content covers key concepts, components, and tools that are required to develop effective measures for monitoring and controlling project risks. Participants prepare risk response plans with associated “triggers” to execute the plans. Participants will be presented with techniques for identifying, assessing, monitoring, controlling, reporting and analyzing project risks, and their impact on project quality, costs and schedules.

Course Code: PM403

“Introduces the need for risk

management in a project and concepts and

methods to identify and mitigate.”


Leadership





• Define cost estimating• Review project cost basics• Differentiate direct and indirect

costs• List cost estimating terminology• Create a work breakdown

structure (WBS) for use in cost estimating

• Identify costs to be estimated• Evaluate cost estimating

techniques• Select techniques to achieve

more accurate results• Apply techniques to plan,

measure, and control costs• Practice cost estimating• Improve cost accuracy• Establish reserves to cover risks• Use team estimating• Create a Spend Plan• Create several Cost Estimates

throughout the workshop using the techniques learned

• Familiarize participants with best practices tools, techniques and communication

• Cost estimating process• Various terminology used in cost

estimating• Cost estimating concepts and

elements• Analogous estimating• Heuristic estimating• Delphi Technique estimating• Parametric estimating• Phased estimating• Effort distribution estimating• Monte Carlo Simulation• Detail estimates for each work

package or task • Intermediate estimates• Estimates at completion (EAC)• Estimate to complete (ETC)• Factors that influence estimates• Effort vs. duration estimates• Documenting estimates• Basis of estimate (BOE)

Duration 3 daysAudience Those responsible for estimating costs on projects. Accreditations PMI: 21 PDUs SHRM 21 PDCs OPM: 21 CLPs OPM Competency: Financial Management

Estimating costs is as much an art form as an accounting process. To do it successfully one must have a good understanding of the work required and the skills of those performing the work. The course introduces methods and techniques used in estimating project costs through defining tasks via a work breakdown structure (WBS). A wide variety of cost estimating techniques are practiced during the workshop and emphasis is placed on selecting the most accurate estimating methods for a particular task.

“It was very informative and

enjoyable. It covered some topics that I already knew but

allowed me to look at them from a different view.”

Project Cost Estimating - 3 Days Course Code: PM404


Leadership





Project Leadership Course Code: PM405

In Project Leadership participants learn and experience three critical aspects of successful project leadership. First, the course dives deeply into situation based leadership. Participants apply techniques to meet the demands of the situation as well as the needs of the project team members. Managing team conflict is always challenging therefore properly addressing the subject is the second component of the class. Selecting and applying the proper leadership and conflict management styles to individuals and teams greatly improves the odds of success. The third topic is risk management—a key to project success. The participants apply risk management techniques and manage a project throughout the course.

• Develop facilitative leadership styles

• Analyze and utilize relationships to maximize peak performance and team cooperation

• Assess follower performance level• Select a leadership style matched

to the follower and situation• Learn and practice skills to

provide effective feedback and create meaningful communication

• Describe the five conflict management styles

• Discover your personal conflict management styles

• Explain the Kilmann model• Identify and assess risks• Analyze risks qualitatively and

quantitatively• Formulate avoidance, mitigation,


• Apply models of leadership to achieve successful outcomes

• Basic tenets of leadership and leadership styles

• Conflict management styles assessment

• Risk impact analysis• Risk management• Scenario Planning• Case studies and other exercises• Influencing methods and the five

conflict styles• Practice influencing and conflict

resolution• Resolve a conflict scenario• The Leadership Triad• Methods likely to produce

agreement and cooperation among team members

• Lead for results• Situation-based leadership model• Techniques for effective

delegation and monitoring to achieve group success.

Duration 2 daysAudience This course is designed for personnel in the private or public workforce that wish to improve their project leadership knowledge and skills.Accreditations PMI: 14 PDUs SHRM 14 PDCs Nursing: 14 CEUs OPM: 14 CLPs OPM Competency: Developing Others

“It provided time to really think about

project management and leadership

and how it can be applied.”


Leadership





Earned Value Management - 2 Days Course Code: PM501

• Discuss the history of EV • Explain the purpose of EV• Differentiate EV metrics and their

uses• Develop a spend plan• Calculate the various EV metrics• Use the EVM System Criteria• Interpret the Earned Schedule

variation of Earned Value • Evaluate project progress using

EVM

• C/SCSC• EVM metrics: PV, AC, EV, CV,

SV, CPI, SPI, TCPI• EVM Analysis• EVM Forecasting• ANSI/EIA Standard 748• EVM System Criteria• Advantages of EV over previous

reporting systems• Earned Schedule

Duration 2 daysAudience Project managersAccreditations PMI: 14 PDUs OPM: 14 CLPs OPM Competency: Financial Management

This workshop covers the technique of Earned Value (EV) as an effective tool in managing projects. It covers the history of the EV concept along with the rationale for using the tool. EV is currently the most robust project management tool available for evaluating project status and forecasting completion costs and schedule. Earned Value relies on a well-developed work breakdown structure to create cost and schedule baselines. From this base-level definition, it is possible to compare project plans versus actual status in a more meaningful way than traditional planned versus actual presentations. The EVM metrics are very helpful in analyzing and forecasting variations in cost and schedules for the future of the project.

“Very informative and hands-on

application. Very good, fast-moving and educational. ”


Leadership





Risk Management for the Pharmaceutical Industry

• List the five processes of project risk management

• Apply at least one risk identification technique to create a risk statement

• Complete the Probability-Impact Matrix for a given risk to perform risk analysis

• Recognize the five response plans for managing risks

• Create a common risks checklist• Describe the importance of risk

monitoring and control

• The criticality of risk management• Risk management processes• Risk identification methods• Pre-Mortem technique• Scenario planning• Common risks checklist• Risk impact analysis• Probability analysis• Probability-Impact matrix• Identify and manage risks for

your projects - small group exercise

Duration 1 dayAudience Project managers Clinical trial managers Individuals responsible for risk managementAccreditations PMI: 7 PDUs SHRM 7 PDCs Nursing: 7 CEUs

The pharmaceutical industry and drug development process pose challenges that vary significantly from standard project management practices, especially in the area of risk management. Risk management is an integral part of project planning; it is not a separate process. It includes the processes concerned with conducting risk management planning identification, analysis, responses plus monitoring and control on a project. The objectives of project risk management are to maximize positive outcomes by increasing the probability and impact of positive events, and minimize the negative outcomes by decreasing the probability and impact of events adverse to a project.

Course Code: PM601

“Very engaging. There was lots to learn, but most importantly, the

way it was taught leaves a lasting

impression. I recommend it.”



Six Sigma

Page 44Back to Contentswww.meritcd.com

Six Sigma White Belt - 1/2 Day 45Six Sigma Yellow Belt - 2 Days 46Business Process Mapping - 2 Days 47Failure Modes and Effects Analysis - 2 Days 48Root Cause Analysis - 1 or 2 Days* 49Managing Six Sigma Projects - 1 Day 50Statistical Thinking for Managers - 1 Day 51The Six Sigma Champion - 1 Day 52Governing the Six Sigma Project Portfolio - 1 Day 53Six Sigma Green Belt - 5 Days or Online 54Statistical Process Control (SPC) - 3 days 55Advanced Statistical Process Control - 2 Days 56Design of Experiments (DOE) - 2 Days 57Six Sigma Black Belt - Two 5-Day Sessions or Online 58Six Sigma Master Black Belt - Two 5-Day Sessions or Online 59




Six Sigma

Page 45



• Define continuous improvement• Develop a process view of the

business• Hear the voice of the customer• Explain the DMAIC improvement

strategy• Describe the project selection

process• List key business metrics• Deploy the Six Sigma team• Identify resource and training

requirements

• Kaizen• Flowcharting• Voice of the Customer• The DMAIC process• Project selection criteria• Measuring project success• Tools and techniques

Duration 1/2 day instructor led or webinarAudience All employees working for companies implementing a Six Sigma program.Accreditations PMI: 3 PDUs SHRM 3 PDCs OPM: 3 CLPs OPM Competency: Problem Solving

This is the introductory overview of Six Sigma. When an organization implements a Six Sigma program the overall success depends on every employee being trained in the philosophy and culture to be realized. The White Belt course provides basic knowledge of the process; the participants may or may not be directly involved in the Six Sigma improvement projects.

“It was interesting to learn some new

methods of problem solving.”

Six Sigma White Belt - 1/2 Day Course Code: SIG101




Six Sigma

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• Define the role of the Yellow Belt• Explain the benefits of Six Sigma• Define Kaizen as a continuous

improvement philosophy• Listen to voices of the customer• Diagram a process strategy• Use the DMAIC methodology• Project selection and charter• Employ process flow charting

and SIPOC• Soliciting customer requirements• Apply problem solving tools• Manage data collection• Select metrics• Perform Process Capability

Analysis

• Data Analysis• Correlation• Developing solution approaches• Measuring goals and deliverables• Error Proofing• Theory of Process Control• Process strategy selection• Use of Control Charts (SPC)• Implementing Project Results

Duration 2 daysAudience Those entering the Six Sigma arena.Accreditations PMI: 14 PDUs SHRM 14 PDCs OPM: 14 CLPs OPM Competency: Problem Solving

The Six Sigma Yellow Belt participates in a process improvement project. The Yellow Belt has knowledge of the improvement process methodology and the tools for implementing it, and is often an expert in the process being studied. This class provides tools needed to conduct improvement projects. In this 2 day course you will follow the DMAIC methodology (Define, Measure, Analyze, Improve and Control) while learning the tools necessary to perform at a Yellow Belt level on a project team.

“Having anecdotes helped because it allowed me to

connect it with the real world.”

Six Sigma Yellow Belt - 2 Days Course Code: SIG102

MeasureControl

Analyze

Define

SixSigma

Improve




Six Sigma

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• Show how process mapping leads to business process improvement

• Identify business opportunities in your organization

• Choose the appropriate type of map

• Do’s and don’ts of effective mapping

• How to use your new skills to get immediate results

Business Processes • What is a process• The Process Model• Identifying Business Processes• Process Metrics• Process Analysis Tools Types of Process Maps • Process Flow Chart• Value Stream Map• Swim Lane Diagram• Spaghetti Diagram Implementation Concerns • Documentation Requirements• Mapping Symbols• Uses Within Process

Improvement Programs Map Development • Case studies• Class ExercisesClass Presentations, Review and Feedback

Duration 2 daysAudience Individuals involve in ISO 9000 or Six Sigma programsAccreditations PMI: 14 PDUs SHRM 14 PDCs OPM: 14 CLPs OPM Competency: Problem Solving

The most basic tool in any Six Sigma and ISO 9000 program is the process map. The process map helps define the process to be improved, illuminates opportunities for improvement, and details the improved process to implement going forward. The process map is also the most essential element of an ISO 9000 program, where standardizing and documenting processes is critical. This class provides multiple ways of mapping processes and shows how to use them to improve processes and achieve results.

“It was very informative and

enjoyable. It covered some

topics that I already knew but allowed me to look at them

from a different perspective.”

Business Process Mapping - 2 Days Course Code: SIG201




Six Sigma

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• Describe the FMEA Process• Define types of FMEA’s• Know the important benefits of

FMEA• Be familiar with components of

FMEA• Understand process

requirements• Select cross-functional teams• Employ process analysis• Examine why failures occur• Apply the traditional design

approach• Interpret reliability and quality

history• Explain the boundary diagram for

design

The FMEA Approach• FMEA steps• Design verification planning and

testing• Design control Risk Priorities• Relationship to the risk register• Criticality measures • Risk priority calculations• Improvement actions

Duration 2 daysAudience Anyone responsible for evaluating Six Sigma projects.Accreditations PMI: 14 PDUs SHRM 14 PDCs OPM: 14 CLPs OPM Competency: Problem Solving

This course provides the context for using FMEA to reduce the risk of costly mistakes before launching a new product or process or modifying an existing one. Identify potential modes of failure and indicate their relationship to product design or manufacturing process, along with their effects. All steps of FMEA are covered including how to best implement each throughout the organization.

“I especially liked gaining insight into the mental

disciplines that an engineer applies to design processes.”

Failure Modes and Effects Analysis - 2 Days Course Code: SIG202




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• Process Overview• Organize teams• Identifying problems• Identifying processes• Develop urgency criteria• Formulate the cost of quality• Identify causes• Create process maps• Build histograms• Plan quantitative approaches• Link cause and improvement• Recommend the proposed

improvement

• The voice of the employee• The voice of the customer• Proper brainstorming• Choosing the problem to study• Establish financial criteria• Pareto priority index• Use process maps• Fishbone diagram• Tree diagram• The 5 Whys method• Prioritizing causes• Pareto chart• Affinity diagram• Multi-voting• From cause to improvement• Selling the proposed

improvement internally

Duration 1 or 2 days* Audience Those responsible for Six Sigma improvement projects.Accreditations PMI: 7 PDUs SHRM 7 PDCs OPM: 7 CLPs OPM Competency: Problem Solving

Six Sigma, Lean and all process improvement programs focus on one thing: finding the underlying reason for a problem or inefficiency. Only when that root cause is found can the right improvements be made. This course provides the essential core of those programs, but also provides an approach that anyone can use in any organization to try to quickly make something better.

*The 2-day option includes student problems to solve from their work

“I really enjoyed learning from the

trainer. A great mix of fun and professional.”

Root Cause Analysis - 1 or 2 Days* Course Code: SIG203




Six Sigma

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• Define a Six Sigma project• Articulate key differences in Six

Sigma projects• Recognize projects as avenues

to improvement and change• Illustrate projects in the

organization• Perform project selection• Create a project charter

• Project planning• Scheduling• Staffing• Budgeting• Progress monitoring during the

Measure and Analyze phases• Implementing improvement ideas• Change management• Transfer of the project• New system control

Duration 1 dayAudience Those responsible for selecting and managing Six Sigma projects.Accreditations PMI: 7 PDUs SHRM 7 PDCs OPM: 7 CLPs OPM Competency: Problem Solving

The vehicle for achieving improvement in a Six Sigma program is the improvement “project”. This project brings a team together, usually headed by a Black Belt who acts as the “project manager” to investigate the problem, suggest improvement options and implement the chosen ones. This class compares Six Sigma projects with the projects used in Project Management, outlining differences that lead to alternative management approaches in executing them.

“It was very interesting and

useful, and gets you to look at problems

differently.”

Managing Six Sigma Projects - 1 Day Course Code: SIG301




Six Sigma

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• Explain the benefits of statistical thinking

• Develop a continuous improvement philosophy

• Understand process variation• Measuring goals and deliverables• Organize the application of

problem solving tools• Assess data collection methods• Select metrics• Select a system to implement• Judge process capability analysis

• Forecasts and measurements• Every measure shows variation• Patterns of variation• Sources of variation• Measuring variation• Data distributions• Management categories of

variation• Variation and management action• Deciding what action to take

Duration 1 dayAudience Those responsible for managing Six Sigma improvement projects.Accreditations PMI: 7 PDUs SHRM 7 PDCs OPM: 7 CLPs OPM Competency: Problem Solving

The primary responsibilities of management are to plan the work to be done and to track how well that work is going. Failure to realize that most forecasts for planning and most work results are statistical leads to too many opposing decisions and incorrect decisions. This course teaches managers to view their jobs through the lens of statistics, focusing on variation and how that variation can be managed.

“I thought the workshop was

very relevant and instructive.”

Statistical Thinking for Managers - 1 Day Course Code: SIG302




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• Describe the benefits of Six Sigma quality

• Develop a culture of improvement

• Improving morale• Improving performance• List financial savings• Recognize the voice of the

customer• Explain customer-focused

projects• Develop a process view of the

business • Deploying the Six Sigma team • Selecting the improvement team• Identify resource and training

requirements • List costs of the Six Sigma

program• Championing sponsorship and

support

• Roadmap to improvement• The logic behind DMAIC• Key business metrics • Measures of success• Ranking projects • Process capability• What is a process?• Business as processes, not

departments• DMAIC improvement strategy • Tools and techniques• Qualitative tools• Quantitative tools• Belt levels• Training the workforce• Training the teams

Duration 1 dayAudience Those responsible for managing and controlling Six Sigma projects. Accreditations PMI: 7 PDUs SHRM 7 PDCs OPM: 7 CLPs OPM Competency: Problem Solving

The Six Sigma program will not just take off by itself, it requires support from management. The Champion is the one representing management who supports the program and supports the improvement projects. This class prepares the Champion for that role. The primary topics provide a high level view of what Six Sigma is about and how it works, along with some of the organizational issues that the Champion can help with.

“It was very informative and enjoyable and allowed me to

look at business processes from a different angle.”

The Six Sigma Champion - 1 Day Course Code: SIG303




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• Describe the role of the project portfolio

• Define what is the portfolio?• Discuss the role of the portfolio

manager• Explain the role of master black

belt• Set performance metrics• Use dashboards• Handling changes in

organizational priorities• Appraise success measures

• Portfolio selection• Sources of projects• Ranking projects• Global portfolio optimization• Managing the portfolio• Earned value measures• Updating the portfolio• Terminating projects• Adding projects

Duration 1 dayAudience Those responsible for managing Six Sigma projects. Accreditations PMI: 7 PDUs SHRM 7 PDCs

The vehicle for achieving improvement in a Six Sigma program is the improvement project. In a successful program, the culture of improvement, and a desire for improvement, is instilled throughout the organization. A negative side effect of this is the uncontrolled growth of the number of projects and project teams. This class addresses this issue by providing guidelines for managing and controlling this large number of projects, the project portfolio.

“It was very useful and I recommend everyone tske this

course.”

Governing the Six Sigma Project Portfolio - 1 Day Course Code: SIG304




Six Sigma

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• Role of the Green Belt• Explain the benefits of Six Sigma• Develop a continuous

improvement philosophy• Listen to voices of the customer• Diagram a process strategy• Use the DMAIC methodology• Project selection and charter• Measuring goals and deliverables• Employ process flow charting

and SIPOC• Soliciting customer requirements• Apply problem solving tools• Manage data collection• Select metrics• Perform process capability

analysis

• Project selection and charter• Goals and deliverables• Process flow charting • SIPOC• Customer requirements• Probability and statistics• Problem solving tools• Data collection• Metrics• Process capability analysis• Data analysis• Correlation and regression• Estimation• Confidence intervals• Hypothesis testing• Developing solution approaches• Failure Mode and Effect Analysis• Error proofing• Theory of process control• Use of control charts (SPC)• Implementing project results

Duration 5 days Online over several weeks is also availableAudience Individuals desiring to improve their Six Sigma skill set

Accreditations PMI: 35 PDUs SHRM 35 PDCs OPM: 35 CLPs OPM Competency: Problem Solving

The Six Sigma Green Belt operates in support of or under the supervision of a Six Sigma Black Belt, analyzes and solves quality problems, and is involved in quality improvement projects. A Green Belt is someone with at least three years of work experience who actively and effectively uses his or her knowledge of Six Sigma tools and processes. This class provides the tools required to conduct improvement projects.

“The class was very challenging

and covered a lot of territory. I’m glad I

did it.”

Six Sigma Green Belt - 5 Days or Online Course Code: SIG501

6sSix Sigma




Six Sigma

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• Selecting key measurements• Recognize variation in

measurements• Interpret data distributions• Calculate statistical control• Select responses to variation• Decide what action to take• Introduce the control chart• How to set up the chart• Design data collection

procedures• Propose rational sampling• Evaluate variables in control

charts• Compare charting options• Interpret the Charts• Implement a Control Chart

system

• Choosing what to measure• Patterns of variation• Sources of variation• Measuring variation• Variation and management action• Categories of variation• Purpose of the control chart• Why study control charts?• Control chart fundamentals• Types of control charts• Types of data • How much and how often to

collect data• Attributes control charts• P and NP charts• C and U charts• X-bar and R charts• X-bar and S charts• Basis of rules• The 8 rules• Initial setup• Expanding use• Sharing the information

Duration 3 daysAudience Those desiring to improve their Six Sigma skill setAccreditations PMI: 21 PDUs SHRM 21 PDCs OPM: 21 CLPs OPM Competency: Problem Solving

Every organization measures performance and tracks that performance over time. Statistical process control, the use of control charts, provides the tool to tell management when and how to react to the data collected. It also improves the processes that it monitors over time, a process improvement program in and of itself. Every business process of importance should be tracked with a control chart.This class explains how to do that.

“The topics were easily understood

because of the teaching methods.”

Statistical Process Control (SPC) - 3 days Course Code: SIG502




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• Introduce the basic control charts • Recognize the limited

applications of the basic control charts

• Define variation• Discuss responses to variation• Interpret control charts• Describe the need for short run

charts• Explain types of control charts• Create CuSum control charts• Choose applications for CuSum

charts

• Introduction• Shewhart control charts• Control chart applications• Define Individuals charts• Select where Individuals charts

used• I and MR charts• MA and MR charts• Short Run control chart• Target charts• Short run X-bar and R• Standardized charts• Types of control charts• CuSum control charts• Setting up the CuSum chart• Interpreting the CuSum chart

Duration 2 daysAudience Those responsible for Six Sigma process improvement projects.Accreditations PMI: 14 PDUs SHRM 14 PDCs OPM: 14 CLPs OPM Competency: Problem Solving

Statistical Process Control can be applied to any process. The basic control charts usually taught and most applied fail to handle many special situations. They even fail to handle the most common situation tracked by management, simple data where only one number is measured periodically. This class explains the advanced control charts designed for those special situations.

“I learned tools to help decision making and how to solve complex

problems.”

Advanced Statistical Process Control - 2 Days Course Code: SIG503




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• Using designed experiments• Planning designed experiments• Recognize design considerations• Choosing factors• Apply full factorial designs• Analyze experimental results• Define significant effects• Select Taguchi designs

• Types of experiments• The need for DOE• Benefits of DOE• Terminology• Blocking• Replication• Size of experiments• Two-level designs• Applying two-level designs• Interactions• Example analysis• Taguchi loss function• Residuals• Orthogonal arrays• Taguchi comparied to traditional

designs

Duration 2 daysAudience Those responsible for Six Sigma process improvement projects.

Design of Experiments is a statistical tool that allows for setting all of the process parameters at their optimal combination of settings to optimize the process outputs, or process performance. This class provides the background on how to create optimally designed experiments, how to conduct those experiments and how to interpret the results obtained. A variety of Experimental designs are discussed, along with the advantages of each so that students can choose the best type of design for their own situations.

“Intense and very useful for

complex analytical situations.”

Design of Experiments (DOE) - 2 Days Course Code: SIG504




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• Benefits of Six Sigma overview• Role of the Black Belt• Continuous improvement• Voices of the customer• Process strategy• DMAIC methodology• Quality function deployment• Project selection and charter• Goals and deliverables• Creating the atmosphere for

change• Process flow charting and SIPOC• Customer requirements• Define workshop parameters• Probability and statistics• Probability distributions• Problem solving tools• Data collection• Statistical sampling• Metrics• Process capability analysis• Measure workshop outcomes

• Multi-variate data analysis• Correction and regression• Estimation• Confidence intervals• Hypothesis testing• Analysis of Variance (ANOVA)• Analyze workshop• Developing solution approaches• Failure mode and effect analysis• Error proofing• Design of Experiments (DOE)• Taguchi experiments• Improve workshop• Theory of process control• Use of Shewhart control charts

(SPC)• Interpretation of control charts• Advanced control charts

Duration* 10 days delivered in two 5-day sessions Online over several weeks is also availableAudience Those responsible for leading Six Sigma projects.

The Six Sigma Black Belt is the expert in Six Sigma tools and also provides a high level of statistical support to the improvement project teams. A Black Belt is someone with at least 5-6 years of work experience who wants to lead multiple improvement project teams, acts as team facilitator, provides technical support and is effectively the project manager. Attendees will learn how to direct Six Sigma projects and obtain the maximum improvements for the techniques and skills covered in the class. This class requires an improvement project as part of the class. The two weeks* of training are separated by a month or more to allow for conducting that project.

“Not an easy course, but full of applicable

knowledge, tools and techniques that are used throughout

the Six Sigma process.”

Six Sigma Black Belt - Two 5-Day Sessions or Online Course Code: SIG601




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• Overview of Master Black Belt requirements

• The project portfolio• The areas of knowledge• Practical performance testing• Enterprise-wide planning• Strategic planning• Infrastructure • Improvement methodologies• Pipeline management• Organizational management• Organizational design• Leadership roles• Organizational challenges• Change management• Performance metrics

• Curriculum and materials• Measuring effectiveness• Coaching and mentoring• Executives and champions• Teams and individuals• Data management• Capability and control• Relationships among variables• Design of experiments• Project portfolio management• Project management• Portfolio infrastructure• Financial tools• Training design and delivery• Needs analysis• Training plans

Duration* 10 days delivered in two 5-day sessions Online over several weeks is also availableAudience Those responsible for designing and implementing Six Sigma training programs.

The Six Sigma Master Black Belt runs the Six Sigma program. Other responsibilities include designing and implementing ongoing training programs to support the program, serving as the statistical expert, and selecting and tracking the project portfolio. Successful completion of at least 10 Black Belt projects is also required for this certification. This class prepares the student for the certification exam as well as how to prepare the project portfolio to submit for review.

“I liked how we got to choose the

‘problems’ and scenarios for the

activities-they were relevant to our

work.”

Six Sigma Master Black Belt - Two 5-Day Sessions or Online Course Code: SIG701




Professional Development

Professional Negotiating Skills 61Persuasive Presentations - 2 Days 62First Class Facilitation - 2 Days 63Workplace Writing - 2 Days 64Workplace Communications - 2 Days 65Ethics in the Workplace 66How to Be Your Best on Camera 67Harassment Avoidance & Retaliation Prevention 68Professional Selling Skills 69Advanced Consultative Solution Selling - 2 Days 70Interpersonal and Cross-Cultural Communications - 2 Days 71Communicating Using DISC (Taking Flight®) 72Problem Solving with Root Cause Analysis 73





Professional Negotiating Skills Course Code: PD200

Professional Negotiating Skills is designed for individuals responsible for business development, project management, and those having a customer-facing role. The awareness, theory, techniques, and skills acquired in this program enables participant to markedly improve their business and personal negotiated results. An analysis of the personal default settings leads the participants to know their personal assets and liabilities in negotiating situations. The use of multiple simulations enables the participants to practice techniques and skills to enhance their assets significantly and minimize the impact of their liabilities and deliver consistently better negotiated results.

• Understand how perception, expectation and behavior relate to negotiated results

• Assess and predict how personal differences impact negotiations

• Judge and create strategies to deal with each negotiating style

• Evaluate personal shortcomings and their implications on negotiations

• Understand how illogical and irrational behaviors impact negotiated outcomes

• Demonstrate use of and respond to still relevant traditional negotiating tactics

• Demonstrate and improve negotiating skills with simulations

• Master questioning ability• Know when negotiating is

appropriate• Create a personal negotiating

improvement plan

• The four conventional theories of negotiation

• Generational, gender and cognitive biases

• Hofstede’s cultural compass and cultural canvas

• Negotiating styles and the Global Five

• Gain and/or relationship?• Time, Pressure, Illusion and

Authority tactics• Multiple relevant, custom tailored

simulations• Basic and advance questioning

techniques• Problem types and applicability

to negotiation• Plan for reentry

Duration 2 daysAudience This course is designed for all personnel in the private or public business sectors from the entry to expert level project management, business development and/or have a customer-facing roleAccreditations PMI: 14 PDUs SHRM 14 PDCs Nursing: 14 CEUs OPM: 14 CLPs OPM Competency: Communications

“Very informative and engaging. I wish I had taken

this course sooner. Necessary life-long

skills!”





Persuasive Presentations - 2 Days Course Code: PD201

Persuasive Presentations, a two-day, instructor-led workshop, includes mini-lectures, discussions, case studies, and interactive exercises designed to improve the quality, delivery, and impact of participant’s briefings and presentations. Persuasive Presentations is a workshop designed for professionals whose speeches, presentations, briefings and informal talks are expected to be of excellent quality in terms of focus, organization, support, and delivery.

• Identify areas of effectiveness• Target areas for growth and

development in your oral communication skills

• Increase listeners’ perceptions of the presenter’s credibility

• Analyze audiences and prepare presentations with a focus on the concerns of each audience

• Incorporate appropriate and powerful visual aids

• Improve speaking confidence• Apply communication strategies• Assess the impact of one’s

communication style on other people

• Presentation planning• Presentation structure • Presentation delivery• Engage and connect with the

audience in a variety of settings• Presentation preparation

for impromptu and formal presentations

• Creation of varying sizes of presentations

• Delivering complex information• Creating engaging slides and

visual aids• Responding to questions• Maintaining dignity,

professionalism, and control• Pivoting and bridging to

responses to questions

Duration 2 daysAudience This course is ideal for all personnel in the private or public workforce at any level whose job requires presentation skills.Accreditations PMI: 14 PDUs SHRM 14 PDCs Nursing: 14 CEUs OPM: 14 CLPs OPM Competency: Communications

“The workshop was great! Very informative and a great way to

practice learned concepts. Excellent!”





First Class Facilitation - 2 Days Course Code: PD202

Duration 2 daysAudience This course is ideal for all personnel in the private or public workforce at any level whose responsibilities include meeting management and facilitation.Accreditations PMI: 14 PDUs SHRM 14 PDCs Nursing: 14 CEUs OPM: 14 CLPs OPM Competency: Communications

• Improve expertise in meeting management and facilitation through practice

• Use Rational Tools to resolve problems or situations

• Increase listeners’ perceptions of the facilitator’s credibility by understanding target audiences and preparing event agendas with a focus on the needs and concerns of each audience

• Realistically assess the impact of one’s communication efforts on other people employing observation, diagnosis and intervention as required

• Plan how to reinforce learning

An instructor-led classroom workshop that includes mini-lectures, assessments, discussions, case studies, and interactive exercises designed to improve the quality, delivery, and impact of participant’s meeting management and facilitation skills. The six-step First-Class Facilitation and the Successful Meetings model form the basis for this workshop.

• Characteristics of a good meeting manager and facilitator

• The First Class Facilitation model• Successful meetings model• Communication strategies to

enhance participant effectiveness in all facilitation responsibilities

• Rational Tools to manage specific meeting types, build consensus and make decisions

• Receive feedback on performance

“Sharing of ideas was beneficial. Fun way to learn how to manage meetings. Very informative.”





Workplace Writing - 2 Days Course Code: PD203

Writing creates a “persona” which is critical to effective communications through e-mail, letters and business documents. Workplace Writing is designed to improve an individual’s grammar, spelling, word usage and sentence structure. Participants will learn to target their writing style to their audience while maintaining the intent of the written document. They will have an opportunity to review documents, analyze how errors can affect the content of a message and correct writing mistakes to increase the effectiveness of delivering a core thought. By understanding the audience, and analyzing the purpose of the document, participants will improve the effectiveness of their writing.

• Clarify the writing objective• Implement the five-step writing

process• Create documents tailored to the

subject, audience, and purpose• Review writing mechanics• Impart information through the

written product, purpose, reader engagement, and clarity

• Write to assess options, facilitate decision-making, and persuade the reader

• Effectively present data and technical information

• Finalize the end product through proofreading, editing, and critiquing

• Personal brand/impression management

• Guidelines for creating coherence and unity in text

• Parts of an effective document• Using active voice• Proper punctuation and sentence

structure• Proper flow in document design• Avoiding common spelling errors • Purpose, contents, clarity, and

flow of a document• Best use of graphics, charts,

images in a document• Copy-editing techniques• The difference between editing

and revising• The five-step writing process

Duration 2 daysAudience This course is ideal for all personnel in the private or public workforce at any level.Accreditations PMI: 14 PDUs SHRM 14 PDCs Nursing: 14 CEUs OPM: 14 CLPs OPM Competency: Communications

“Got a lot of great information that was

actually useful!”





Workplace Communications - 2 Days Course Code: PD204

Workplace Communications provides the critical communication skills necessary to succeed in the current commercial or public sector environment. Each of the workshop modules addresses key skill areas, and together they provide a solid foundation for effective workplace communication. The workshop is comprised of four sections: Effective Listening, Voicemail, Business Writing, and Giving and Receiving Feedback.

• Recognize opportunities in the workplace for more effective communication

• Master active listening skills to enhance work relationships and increase effectiveness

• Enhance written communication skills across various business formats

• Write effective emails• Demonstrate professional voice

mail etiquette• Provide a method and techniques

to give and receive feedback• Design an Action Plan to reinforce

and transfer learning to the workplace

• The Communication Loop• Impression management• Leave effective voice messages• Proper voicemail etiquette and

behaviors• Writing strategies and skills to

communicate more effectively and explicitly in business communications

• Email best practices• Effective methods to write

business correspondence• Feedback models and

techniques for effective, non-threatening, respectful ways to give and receive feedback

Duration 2 daysAudience This course is designed for personnel in the private or public workforce that wish to improve their on-the-job communication skills.Accreditations PMI: 14 PDUs SHRM 14 PDCs Nursing: 14 CEUs OPM: 14 CLPs OPM Competency: Communications

“Very informative, I learned so much more about listening actively. I’m

planning to use all of these skills starting today.”





Ethics in the Workplace Course Code: PD205

During the course of one’s business career an individual will come across a number of ethical issues. Mishandling these can irrevocably damage one’s reputation, career, and an organization. Many ethical issues in business are somewhat predictable and knowing the correct course of action is the key to ethical conduct. Merit’s Business Ethics course addresses the practical side of ethics; how to manage and respond to the predictable ethical issues that one encounters regularly in the workplace. The workshop is designed to help the audience improve their ethical thinking and decision making, with an emphasis on applying these skills to workplace challenges and includes interesting and highly relevant case studies.



• Resolve conflicts of interest• Implement ethics guidelines and

policies in your organization• Identify and resolve typical

ethical dilemmas• Decide what is right• Recognize common excuses for

unethical behavior, and what to do about them


• Describe two approaches to resolving ethical issues

• What is business ethics• Common ethical problems• How to create an ethical


workplace• Applying ethics in the real world• Group activities• Decision Confidence assessment• Myths about business ethics• Ethical dilemma practice

exercises• Ethical problems of supervisors

and managers• Prescriptive approach to

resolving ethical issues• Psychological approach to

resolving ethical issues• Managing for ethical conduct


ManagersTeam LeadersSupervisorsEmployees


“It was very helpful – interesting and engaging, and I

didn’t feel like I’ve been here for most

of a day. ”





How to Be Your Best on CameraYou never get a second chance to make a first impression.

With social media, a bad (or good) video appearance never really goes away. It’s more important than ever to be prepared for on-camera interviews, presentations and opportunities to tell a story the way you want it heard. With our half-day workshop developed with a professional video producer-director and camera crew, you will learn how to make the impression you intend.

• Recognize the magnitude and impact of video versus other communicating tools

• Build your on-camera confidence• Media training to stay on

message and bridge to key objectives

• Understand the factors you can control that influence the impression you make

• Recognizing the skill differences needed for live presentations versus being on-camera

• Develop skills to increase trust, engagement, and effective communication skills

• Adopting the on-camera style that’s right for you

• Delivering on-camera messages that are congruent with your body language and tone

• Pre-production preparation including what to wear (and avoid), the importance of clearly writing out your message and practicing it out loud, the role of sleep

• “Warm-ups” and direction for engaging your viewer through your body language, eyes and voice

• Building trust, engagement, and understanding

• Conveying excitement and conviction

• Creating action

Duration 1/2 dayAudience

ExecutivesDirectorsManagersAnyone that may represent your company on video

The full package includes: • Training materials• Camera• Monitor• Teleprompter operator• Practice sessions (before and

after training) • A personalized video following

the workshop, reinforcing what you did well, and areas to work on. You will have this video and feedback email to help you prepare for your next on-camera experience.

“A real eye-opener, I never thought

about this before.“

Course Code: PD207





Harassment Avoidance & Retaliation PreventionIn 90 minutes, your managers will be given insight and clarity into the ramifications of this behavioral problem, the different types of harassment – physical, visual, and verbal, and how to manage, minimize, and prevent it. It’s important to know that a manager’s inappropriate response, or lack of any response to a harassment complaint, can result in devastating liability for the employee and the company.

• Recognize the magnitude of the harassment problem

• Understand the serious nature of harassment for the employees and company

• Determine responsibility of the “harasser” and the “target”

• Identify organizational risk factors that can lead to harassment

• Knowing management’s responsibilities in the event of harassment

• Definitions of physical, visual and verbal harassment

• Gender, sexual, age, ethnic and other types of harassment

• Why some people are reluctant to report harassment

• Responsibilities of those who observe or to whom it is reported

• The two crucial factors in identifying abuse

• Organizational risk factors that increase likelihood of harassment

• Case studies of harassment problems and outcomes

• How to respond to a complaint, and how not to respond

• Preventing harassment in the workplace

Duration90 minutes in person or online

AudienceManagersTeam LeadersSupervisorsFirst line managersHuman Resources personnelEveryone with managerial responsibilityExecutives

“It’s good I took this because I

didn’t realize my liabilities. “

Course Code: PD206





Professional Selling Skills Course Code: PD301

Professional Selling Skills is designed for individuals responsible for business development and/or have a customer-facing role. Critical selling skills taught in this program enable the participant to achieve annual sales goals and develop and nurture customer relationships at the appropriate levels within their clients’ organizations. Using the Logical Selling Process, participants apply sales tips and techniques to develop customer relationships and close business.

• Introduce the Logical Selling Process to guide the participants through the selling process

• Improve oral communication skills, specifically questioning and active listening skills

• Establish guidelines for creating clear, concise and coherent emails

• Develop an initial benefits statement to use in the selling process

• Provide a variety of sales tips and techniques that can be used throughout the logical selling process

• Enhance participant effectiveness in all business development activities through relevant application of sales strategies

• Assess the impact of one’s communication efforts on others

• Practice various approaches to closing the sale

• Pre-call planning• Getting through to your audience• Developing an initial benefits

statement• Effectively using email and voice

mail• Questioning techniques• Discovering the prospect’s needs• Determining the right solution • Overcoming objections• Qualifying your contact as the

decision maker• Techniques to close the deal• Managing multiple accounts

Duration 1 dayAudience This course is designed for all personnel in the private or public workforce at the novice or entry level sales positionAccreditations SHRM 7 PDCs OPM: 7 CLPs OPM Competency: Influencing

“It was excellent! One of the better ones that we’ve

had. Very engaging instructor and

the content was relatable.”





Advanced Consultative Solution Selling - 2 Days Course Code: PD302

This workshop is designed for individuals selling solutions, as opposed to physical products, that are responsible for business development and have a customer-facing role. Sales techniques and skills taught in this program enable the participant to achieve annual sales goals, build rapport, and develop customer relationships at the appropriate levels within their clients’ organizations. Using questioning techniques, the salesperson helps the customer see the problems they must address and positions the solution such that it resolves those issues.

• Define strong performance when identifying sales opportunities at an advanced level

• Connect performance to business goals

• Pick up on subtle cues and hints to drill down and direct questioning beyond the information prospects originally provide

• Apply advanced questioning techniques to identify the prospect’s purchasing philosophy, values, the big picture, current level of satisfaction, history, current needs, and goals for the future

• Draw on their current knowledge base to determine appropriate mix of questions to ask

• Leverage “escape hatch” strategies if questioning leads to inappropriate or overly complex topics

• Clearly and concisely summarize opportunities identified and transition to solution positioning

• Objective setting• Four-Step sales model• Critical selling skills• Listening Assessment: “Picking

Up the Cues”• Advanced questioning strategies • Confirming prospect needs• Acknowledging prospect

concerns• When to change your approach• Summarizing needs• Transition to solution positioning

Duration 2 daysAudience This course is designed for all personnel in the private or public workforce in salesAccreditations SHRM 14 PDCs OPM: 14 CLPs OPM Competency: Influencing

“Excellent and much covered in a streamlined format.Awesome. Take it.”





Interpersonal and Cross-Cultural Communications - 2 Days Course Code: PD303

One of the top challenges in many organizations is understanding cultural differences and values. When differing cultures come into contact they may share some aspects, but disparities also come into play. In order to succeed in today’s cross-cultural world, individuals need the knowledge to respond positively and effectively with an open mind to these differences. This course develops students’ global cross-cultural competencies and cultural intelligence in order to enhance their ability to work across boundaries. Culture is broadly defined to include national, regional, organizational, vocational, and other cultures and subcultures relevant to the global work environment.

• Experience cultural differences in thought and emotion

• Demonstrate their understanding of the theoretical, empirical, and applied managerial efforts to define cultural dimensions and cultural intelligence

• Identify and describe specific global, national, regional, organizational, and professional work cultures as well as cultural dimensions that are relevant to global managerial practice

• Effectively engage in intercultural communications, management, and leadership behaviors

• The role of culture in thought and emotional processes

• LiSA, Listening Skills assessment measuring one’s ability to understand the situation, attention to detail, and inference.

• Meaning-Centered Communication assessment to discover one’s orientation in interpersonal communications

• The Big Five cultural differences: time, space, things, friendship and agreements

• Intercultural communication challenges

Duration 2 daysAudience This course is designed for personnel in the private or public workforce that wish to improve their cultural knowledge and improve cross-cultural communication skills and relationships.Accreditations PMI: 14 PDUs SHRM 14 PDCs Nursing: 14 CEUs OPM: 14 CLPs OPM Competencies: Communications and Leveraging Diversity

“It was beneficial! I learned skills to use in listening I was unaware

of when actively conversing and

communicating.”





Communicating Using DISC (Taking Flight®) Course Code: PD401

This program presents an innovative way for participants to understand the four personality styles that have been recognized in multiple cultures for thousands of years in an interactive and memorable way. It associates each of the D I S and C personalities with a unique bird*. Participants learn about their own style (through personal assessment) and how to recognize and effectively interact with other styles in their professional and personal worlds. The workshop is fun and very interactive. Participants learn how to tone down overuse of behavioral tendencies to be more effective in interactions with others.

• Distinguish the four behavioral styles – Dominant, Interactive, Supportive, and Conscientious

• Demonstrate understanding of how each style differs from each other

• Accurately identify another person’s style

• Identify how teams can benefit from all four styles.

• Demonstrate how to alter your approach to better match others’ styles

• Recognize overuse of behavioral tendencies so as to not irritate others.

• Create strategies to improve relationships & performance

• Create an action plan for improved communication and motivation

• Description of each style:• D (Eagle), I (Parrot), S (Dove), • C (Owl) • Personal tendency: Fast Paced

& verbal OR Even Paced & reserved

• Task oriented or people oriented• History of behavioral styles • Which bird are you? assessment• How each style behaves at work• Identifying others styles, “Bird

Watching” • Primary and secondary style

combinations • Home Rule vs. The Golden Rule • Communicating with others • Team dynamics

Duration 1 dayAudience This course is designed for personnel in the private or public workforce that wish to improve their communication skills.Accreditations PMI: 7 PDUs SHRM 7 PDCs OPM: 7 CLPs OPM Competency: Customer Service


“It made me think about all the

different aspects that are involved in communicating and

listening.”





Problem Solving with Root Cause Analysis Course Code: PD602

• Identify the potential root cause of a selected problem

• Describe the problem in a clear and concise manner

• Select the most probable cause of a problem

• List team problem-solving roles and responsibilities

• Team solution generation• Develop a problem resolution

implementation plan• Apply data collection and analysis

tools• Create and use a Causal Factor

Tree and Cause and Effect diagram

• Cause and Effect, Ishikawa, diagram

• List reduction process• Causal factor tree• Using the Socratic Method — the

“5-whys”• Data collection and analysis tools• Solution success metrics• Force Field Analysis

Duration 2 daysAudience This course is designed for personnel in the private or public workforce that wish to improve their problem solving skills.Accreditations PMI: 14 PDUs SHRM 14 PDCs OPM: 14 CLPs OPM Competency: Problem Solving

Problem-solving skills are critical for organizational success. Properly defining a problem, reaching consensus, developing a solution in a team environment, is often very challenging. This workshop is designed to help participants learn skills, including root cause analysis, to improve their problem-solving processes, to make better decisions, and remedy workplace challenges.

“Very informative and practical, this workshop is relatable to everyday life.”



Build Your Own with 1/2 Day Courses

The following half-day courses can be delivered as is, or can be combined to form full or multi-day training workshops that meet your objectives and time constraints. For advice, please call 610-225-0193 or contact us at Merit Career Development.

Emotional Intelligence 75Preventing Harassment in the Workplace 76Generation Gaps – Are you bridging or widening them? 77Team Excellence 78Situation-Based Leadership 79Active and Effective Listening 80Diversity Awareness 81Conflict Management 82Customer Conversations—What NOT to say or do! 83Transformational Leadership 84Workplace Ethics 85Time Management 86

Epilog 87



Build Your Own



Emotional Intelligence Course Code: PD101

No doubt technical and task-oriented skills are important to bring to any working environment, but research has proven that real success comes from those who have honed the soft skill of emotional intelligence. No organization is without its ups, downs, and turnarounds, which is why emotional intelligence is an essential aspect for everyone in the workplace. In a world of deadlines, organizational changes, limited resources, and conflicting orders (to name a few stressors), having the ability to control one’s emotions and accurately read others’ is essential to navigating the unavoidably high-stress environment that often shapes the working world.

• Manage emotions by recognizing how thoughts and emotions are connected

• Improve self-control by identifying physical cues that indicate your emotions may be taking over

• Discover how emotional intelligence can help develop more positive relationships at work

• Use assertive communication to express needs and feelings appropriately

• Respond more quickly and positively to changing circumstances

• Improve the ability to remain composed in stressful situations.

• Explore how to use emotional intelligence to bounce back from setbacks

• Develop a more optimistic outlook

• Definition of emotional intelligence

• Business case for emotional intelligence

• Aspects of emotional intelligence• Intra-personal skills• Interpersonal skills• Adaptability• Resilience

Duration 1/2 dayAudience This course is designed for personnel in the private or public workforce that wish to improve their emotional intelligence knowledge and skills.Accreditations PMI: 4 PDUs SHRM 4 PDCs OPM: 4 CLPs OPM Competency: Conflict Management

“Very informative and relevant to daily living/work. Gave me a total new outlook on my emotional intelligence so that I can improve a few

things I’ve noticed with myself that maybe sending the wrong word message.”


Build Your Own



Preventing Harassment in the Workplace Course Code: PD111

Harassment is a serious issue in today’s workplace. Harassing behavior negatively impacts morale, job performance, productivity and shareholder value. Substantial numbers of women and men, along with their coworkers, departments and companies are unable to focus on their work, experience anxiety, depression and stress – all because of harassment. It has been, as recent news stories demonstrate, and continues to be a disruptive force. It can be stopped!

Whether you are a Fortune 500 company or a small business, every organization and every individual have obligations to prevent harassment in the workplace. We can have safe, secure, enjoyable places to work where employees are self-motivated to perform at the highest of levels.

This workshop is designed to educate participants through discussion and practical relevant exercises. Participants will learn not only how to recognize harassment, they will learn how to stop it, address it, and most important, how to prevent it from occurring in the workplace.

• Understand the importance of building a safe and respectful work environment

• Define the law• Understand an organization’s

obligations• Understand an organization’s

policies• Understand a Manager’s

responsibilities• Learn skills to confront and

prevent harassing situations

• Doing business the right way – “how” matters

• Exploring stereotypes and biases• Defining harassment• Quid Pro Quo• Hostile Work Environment • Your company’s obligations • What is an effective policy• What about retaliation • Effective procedures • Impactful consequences • Role of the Manager• Confronting harassing behavior • Practical exercises

Duration 1/2 dayAudience Leaders Managers Supervisors EmployeesAccreditations PMI: 4 PDUs SHRM 4 PDCs OPM: 4 CLPs OPM Competency: Human Capital Management


Build Your Own



Generation Gaps – Are you bridging or widening them? Course Code: PD112

Differences in attitudes, customs, and beliefs shape generations – and it is these generations who are charged with meeting company objectives and achieving organizational goals. Each generation’s structures, rules, characteristics, values, vocabulary, and style are different. And now, with five generations working together, such differences may lead to tension, stress, and conflict. They can also lead to innovation, greater productivity, and organizational success.

This workshop engages participants in discussions regarding the generations, the markers used in identifying them, and how these then impact behaviors exhibited in the workplace such as communication, authority, leadership, values and priorities. Preferences and strategies for addressing differences are discussed to ensure participants recognize the benefits of diversity and inclusion.

• Define the generations and associated attributes

• Uncover personal stereotypes• Recognize the impact on

workplace behaviors• Identify and implement ways to

eliminate obstacles impacting productivity

• Celebrate the unique qualities we all possess

• The business case• Gaps at work• Where do you fit• What is a generation• Markers, imprint, impact• Labels and lies• Practical exercises• Changing patterns

Duration 1/2 dayAudience Leaders Managers Supervisors EmployeesAccreditations PMI: 4 PDUs SHRM 4 PDCs OPM: 4 CLPs OPM Competency: Human Capital Management


Build Your Own



Team Excellence Course Code: PD102

Organizations know that every employee is valuable and contributes unique talents and experience to each project or task at hand. When employees come together as a team, the end result is typically greater success—that is, when members understand how to work collaboratively. Effective collaboration not only helps to increase the quality of results, but also productivity. Team Excellence participants learn to CARE by discovering techniques for effective Communication, maximizing individual Ability, producing Results, and fostering Esprit de corps. Among these techniques, they learn to create synergy, set goals, cultivate accountability, and coordinate effective team building activities, effectively allowing them to achieve high performance.

• Recognize the communication characteristics of high-performing teams

• Assess individual strengths in order to ensure the best possible team performance

• Recognize and avoid common goal-setting mistakes

• Focusing on goals and results effectively

• Recognize the elements of “esprit de corps”

• Differentiate successful team building activities from those that negatively impact team performance

• Overview of team development and formation

• Proper team building communications

• Team member abilities and contributions

• Account for team results• Esprit de Corps

Duration 1/2 dayAudience This course is designed for personnel in the private or public workforce that wish to improve their team building knowledge and skills.Accreditations PMI: 4 PDUs SHRM 4 PDCs OPM: 4 CLPs OPM Competency: Team Building

“Worthwhile and informative, helps

one appreciate group dynamics and team

building skills.”


Build Your Own



Situation-Based Leadership Course Code: PD103

In Situation-Based Leadership, participants learn and apply this widely recognized approach to leadership. Emphasizing the importance of leadership style, participants learn techniques to meet the demands of the situation and the needs of the follower. This workshop uses several self-assessments to help participants gain a better understanding of their personal leadership style and skill-set. Leadership style must be congruent with follower development level to meet the demands of the situation. Selecting and applying the proper leadership style to individuals and teams greatly improves the odds of success.

• Develop facilitative leadership styles

• Analyze and utilize relationships to maximize peak performance and team cooperation

• Assess follower performance level• Select a leadership style to match

the follower and situation• Learn and practice skills to

provide effective feedback and create meaningful communication

• Recognize, appreciate and utilize the strengths of each team member

• Apply models of leadership to achieve successful outcomes

• Guide team members to increase effectiveness

• Apply the model of Situation Based Leadership to achieve successful outcomes

• Basic tenets of leadership and leadership styles

• Role of power in effective leadership

• Techniques for strategic and effective partnership

• Questioning skills to enhance communication and leader effectiveness

• Techniques for effective delegation and monitoring to achieve group success.

• Methods likely to produce agreement and cooperation among team members

• Lead for results• Situation-based leadership model• The Leadership Triad

Duration 1/2 dayAudience This course is designed for personnel in the private or public workforce that wish to improve their leadership knowledge and skills.Accreditations PMI: 4 PDUs SHRM 4 PDCs OPM: 4 CLPs OPM Competency: Developing Others

“Very helpful in understanding

different management

styles and what techniques can be

applied if your team is not responding or performing as you

expect.”

Leader

Follower Situation


Build Your Own



Active and Effective Listening Course Code: PD104

Research shows that 80% of business problems are caused by poor communication. This workshop provides the participant with the critical communication skills necessary to succeed in their personal and work environment. Addressing problems by using active listening provides a solid foundation for effective communications, even in difficult circumstances. Examining and implementing the dynamics of effective communication—with emphasis on active listening as the method for understanding the meanings of the messages sent by others—greatly improves communication.

• Recognize opportunities in the workplace for more effective communication

• Analyze the audience• Learn and practice active

listening skills to enhance work relationships and increase effectiveness

• Choosing the best communication method for a situation

• Crafting difficult messages• Gain insight into the role of culture

in interpersonal communication processes

• Experience cultural differences in thought and emotion

• Use questioning skills to enhance communication effectiveness

• Online listening skills assessment• The impact of poor

communication in organizations• Communicating more

successfully with others• Meaning centered

communication• Audience analysis, understanding

your intended audience, and shaping your message to reach and persuade your intended audience

• Action Plan to reinforce and transfer learning to the workplace

• The impact of cultural differences on effective communication

Duration 1/2 dayAudience This course is designed for personnel in the private or public workforce that wish to improve their listening and communication skills.Accreditations PMI: 4 PDUs SHRM 4 PDCs OPM: 4 CLPs OPM Competency: Communications

“Really enjoyed this time to focus on

this skill set, highly recommend it.”


Build Your Own



Diversity Awareness Course Code: PD105

A survey by Korn/Ferry International found that more than 2 million people leave their jobs each year due to unfairness in the workplace. Diversity Awareness, fostering an environment of inclusivity, sensitivity, and respect in the workplace, explores the subtle ways that these limitations occur and how to combat them while building respectful interactions. This course defines diversity in broad terms, recognizing that people see differences in varying ways from educational background to personal attributes and experiences, among other areas. Professionals at every level will learn how to take proactive steps to find and capitalize on unique skills as well as exercise flexible thinking and seek personal growth.

• Understand the subtle ways that bias occurs

• Identify instances of devaluing others through small subconscious behaviors and micro-inequities

• Establish a framework to increase inclusion at the organizational level

• Recognize different ways of conveying respect

• Address conflict productively and respectfully

• Lead by example and be part of the solution

• Group activity: What does an inclusive workplace look like?

• Definitions of diversity• Behaviors that create separation• Fostering a culture of inclusion• Lead by example

Duration 1/2 dayAudience This course is designed for personnel in the private or public workforce that wish to improve their diversity awareness. Accreditations PMI: 4 PDUs SHRM 4 PDCs OPM: 4 CLPs OPM Competency: Leveraging Diversity

“The workshop was very beneficial to me. It taught me that diversity is

not always about color, gender, etc. Diversity is broad

and includes different types of

thinking.”


Build Your Own



Conflict Management Course Code: PD106

Leading teams, projects, and managing others is very difficult and often accompanied with conflict. Conflict management strategies help the individual to address a wide variety of situations one confronts in the contemporary workplace. The ability to manage individuals through conflict and resolve complex situations is a critical leadership skill. This course is based on the Kilmann model, which is used in several disciplines including conflict management, negotiations and influencing others. An assessment identifies an individual’s preferred conflict strategy, thus providing insight into one’s character.

• Describe the five conflict management styles

• Discover your personal conflict management styles

• Explain the Kilmann model• Practice influencing and conflict

resolution• Resolve a conflict scenario

• Conflict management styles assessment

• Theory of influence and conflict• Influencing methods and the five

conflict styles• Personal development planning• Capstone case study, a small

group exercise

Duration 1/2 dayAudience This course is designed for personnel in the private or public workforce that wish to improve their conflict management knowledge and skills.Accreditations PMI: 4 PDUs SHRM 4 PDCs OPM: 4 CLPs OPM Competency: Conflict Management“Gave me perspective on

different styles to solve problems and work with a

variety of personality styles. Would recommend, offers good insight on conflict resolution.”


Build Your Own



Course Code: PD107

This workshop provides the critical communication skills necessary to succeed in today’s customer-driven business environment. Topics covered address key skill areas for building a solid customer relationship as well as tools to prevent the wrong message from accidentally slipping out and potentially eroding an important budding relationship. Prior to class, attendees will complete online assessments measuring meaning-centered communication and listening skills. The results will be interpreted and discussed during the online session. Techniques to improve communication skills form the core of this workshop.

• Discover one’s communication orientation (online, prior to class)

• Apply meaning-centered communication at work

• Assess the impact of your communications and listening efforts on others

• Focus on the needs and concerns of the client/customer

• Develop skills and behaviors that enhance communication

• Creat effective, clear, concise and coherent electronic communication

• Meaning-Centered Communication

• Listening skills assessment • Active listening as the vehicle for

understanding others• Techniques to help the listener

elicit the true meaning of the message sent and eliminate confusion or misinterpretations

• Active listening and other skills to enhance work relationships and increase effectiveness in customer environments

Duration 3 hours onlineAudience This course is ideal for customer facing personnel at all levelsAccreditations PMI: 3 PDUs SHRM 3 PDCs OPM: 3 CLPs OPM Competency: Communications

“Excellent; great tips on effective communication

within the context customer service

and account management.”

Customer Conversations—What NOT to say or do!


Build Your Own



Transformational Leadership Course Code: PD108

Transformational Leadership addresses the charismatic and affective elements of leadership. Participants learn behaviors associated with outstanding leadership and how the four “I’s”*, the cornerstones of Transformational Leadership, are used to solve challenging problems and lead positive change in their sphere of influence. One of the most popular leadership models of today, Transformational Leadership emphasizes intrinsic motivation and follower development. Today’s work groups want to be inspired and empowered to succeed in these times of uncertainty—leadership in times of change.

• Describe leadership concepts • Interpret the Full Range

Leadership model• Differentiate the four

cornerstones of transformational leadership

• Demonstrate transformational leadership behaviors

• Create a personal leadership development plan to raise your transformational leadership skills

• Leadership concepts• The Full Range Leadership

model• Ineffective to highly effective

leadership• The four cornerstones of

transformational leadership• Definitions and leadership

examples• Transformational leadership

behaviors• Group discussions and problem

solving are integrated throughout the workshop


ExecutivesDirectorsManagersTeam LeadersSupervisorsEmerging Leaders

Accreditations PMI: 4 PDUs SHRM 4 PDCs OPM: 4 CLPs OPM Competency: Human Capital Management

“Enlightening, thought provoking, good for personal

growth. Also explores unlimited possibilities and

ideas.”


Build Your Own



“The time to learn ethics is before

there’s an incident.”

Workplace Ethics Course Code: PD109



• Implement ethics guidelines and policies in your organization

• Identify and resolve typical ethical dilemmas

• Recognize common excuses for unethical behavior, and what to do about them


• What is business ethics?• How to create an ethical


workplace• Applying ethics in the real world• Group activities• Decision confidence assessment• Myths about business ethics• Ethical dilemma practice

exercises


ExecutivesDirectorsManagersTeam LeadersSupervisorsEmployees


Being ethical does not mean following your feelings; feelings can misdirect you. This training program explores how workplace ethics should be developed, how to create the standards and policies that support them, how employees can be trained to follow and support these standards, and how to deal with problems where ethics are concerned.


Build Your Own



“The workshop is well worth your

time. It was great.”

Time Management Course Code: PD110

• Set and accomplish realistic goals

• Set priorities and identify barriers• Get organized and stay that way• Improve concentration and

efficiency• Maintain a reasonable work load

by managing expectations• Prioritize tasks based on degree

of importance and urgency• Use structured time management

techniques• Recognize compulsive behaviors

and how they negatively impact time management

• Avoid time wasting activities• Get organized—the key to time

management• How to make quick, informed

decisions• Develop an individualized

action plan to improve time management.

• Explore the psychology of your time management style

• Get organized and stay that way• Setting realistic goals and

objectives • Prioritizing when there is too

much to do• Procrastination Profile – a self-

assessment• Preventing procrastination• Improve concentration• Becoming more efficient• Creative strategies to meet with

everyday demands• Avoiding the paperwork

avalanche• Coping with interruptions• Ten techniques for time

management• Dealing with telephone and email

interruptions• Making meeting time count


Team LeadersSupervisorsEmployees


Time Management is designed for professionals who need to organize their work time in order to maximize productivity. Time management helps people prioritize multiple tasks, learn how to deal with activities that decrease work efficiency, and develop their own individualized plan to overcome personal procrastination tendencies.



Epilog

Thank you for browsing through our catalog. If you see something you like or have any questions, please contact Jim Wynne at 610-225-0193 or [email protected]. Additional infomation can be found on our web site www.meritcd.com, or click here.

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2019 Training Catalog - meritcd.commeritcd.com/pdf/catalogue.pdf · solving and decision making,...

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