Senior Management Track - Industrial Truck Track

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1 Senior Management Track - Industrial Truck Track The following modules and courses are included with the Senior Management Track. LEADERSHIP MODULE Teaches leadership skills for balancing value for customers and employees and creating a climate of empowerment, innovation, agility, and ethical behavior. Leadership This training contains the following: Using EJ4 to Lead; How to Work a Room Part One; How to Work a Room Part Two. in min 26 This training contains the following: Introduction to Leadership; Leadership Becoming an Excellent Leader Fundamentals; Characteristics of Leaders; Leadership and Power; How to be a Follow-able Leader; Creating Followership; How to Motivate Employees; Motivational Leadership; Effective Delegation; Empowering Followers; Building an Effective Leadership Team; Developing Followers; Developing Yourself as a Leader; Daily Leadership Checklist; Putting it All Together. 172 DISC Leading Skills This training contains the following: Leading the High D; Leading the High I; Leading the High S; Leading the High C. 22 Diversity This training contains the following: Diversity- Inclusive Setting the Stage; Diversity - Inclusive Facilitating Training. 24 Framework for Execution This training contains the following: The Failure to Execute; Reasons for Poor Execution; The Current Situation; A Framework for Execution. 30 Mentoring This training contains the following: What is Mentoring?; Why a Mentoring Program?; Creating a Mentoring 72 Mistakes Leaders Make This training contains the following: Six Wrong Ways to Manage; Impedership; Eight Signs of a Dysfunctional Organization; Fixing the Dysfunction. 55 Strategic Leadership This training contains the following: T.H.E. Answer for Business Success; Vision, Mission, and Values. 21 Transformational Leadership This training contains the following: Transforming the Organization; Dealing with Resistance; Creating Focus During Change. 23 Unknown Knowns This training contains the following: Understanding Better Practices; The Knowledge Transfer Process; Getting Started; Leading Knowledge Transfer. 25

2 SUPERVISION MODULE Teaches how to get the most out of your people through practical techniques. Supervision This training contains the following: Analyzing Poor Performers; Motivating Won't Dos; Productivity Through Praise; Progressive Discipline; Managing Different Generations; Assertiveness without Aggressiveness; Staying Positive; Going from Co-Worker to Boss; Supervising a Pronoid; Effective Performance Reviews; Running a Sales Meeting; Coaching Sales Reps; Riding Along; Managing People Offsite; SMART Goals; Delegation; Concerned Conversations; Managing Negativity; Rethinking Brainstorming. 133 Supervision: Coaching Skills Supervision: Employee Engagement This training contains the following: Introduction; Leadership Styles; Adapting Your Style; The Coaching Process; Giving Feedback. This training contains the following: Ridiculous or Strategic?; The Business Case for Engagement; Measuring Employee Engagement; Managing for Engagement; Creating an Engaged Organization Supervision: Ethics for Managers This training contains the following: Why Traditional Approaches Don't Work; Controlling Employee Leadership To Dos. 36 NEGOTIATING MODULE Teaches negotiation skills aimed at developing successful long term business relationships. Negotiating This training contains the following: Introduction to Negotiating; Developing the Right Mindset; Using Decision Keys (Framing); Negotiating Styles; Analyzing the Upcoming Negotiation; Identifying and Developing Leverage; The Negotiation Process; Reaching Agreement; Evaluate Your Performance; Adapting for DISC Styles; Recognizing and Dealing With Tactics. 62 WORKPLACE COMPLIANCE Following are the general course offerings related to workplace compliance. Workplace Compliance This training contains the following: Avoiding Discrimination Problems: 5 Keys; Background Checks; Discrimination: The Protected Classes; Legally Firing; Legally Hiring; Handling References; Workplace Violence; Substance Abuse; Retaliation; Age Discrimination in Employment Act; Fair Labor Standards Act Part 1; Fair Labor Standards Act Part 2; Interviewing Checklist; Termination Checklist; Workplace Bullying; Family Medical Leave Act; Military FMLA; Pregnancy Discrimination Act; Americans with Disabilities Act. 139

3 Anti- Harassment This training contains the following: Anti-Harassment for Everyone; Anti- Harassment for Managers; Anti-Harassment in Court; Anti-Harassment Investigating Complaints; Anti-Harassment Writing and Communicating and Effective Policy; Anti-Harassment Review. 63 Understanding Harassment Workplace Free of Harassment; Understanding Harassment in Review. 53 Diversity This training contains the following: Working Well with Everyone: The New Melting Pot; Working Well with Everyone: The Diversity Continuum; Working Well with Everyone: The Mistake of Stereotyping; Working Well with Everyone: The Power of Inclusion; Working Well with Everyone: The Power of Engagement. 34 HIPAA This training contains the following: Introduction; Background; PHI; Disclosing PHI; Minimum Necessary; Protecting PHI; Patient Rights Notification; HHS Requirements; Penalties; Security Rule; Risk Analysis and Administrative Safeguards; Summary. 78 HIPAA HITECH This training contains the following: HIPAA HITECH Introduction; HIPAA Business Associates Part 1; HIPAA Business Associates Part 2; HIPAA Business Associates Part 3; HIPAA Privacy Notice; HIPAA Breach; HIPAA.Notification; HIPAA Individual Rights; HIPAA Restrictions on PHI. 32 Recruiting Toolkit This training contains the following: Job Postings; Reviewing Resumes; Conducting Interviews; Unacceptable Questions; Offers California Workplace Compliance Following are the California-specific offerings related to workplace compliance. California Anti-Harassment Training This training contains the following: Introduction to California Anti- Harassment; Anti-Harassment for Everyone; Anti-Harassment for Managers; Anti-Harassment in Court; Anti-Harassment Investigating Complaints; Anti-Harassment Writing and Communicating and Effective Policy; Anti-Harassment Review. California Understanding Harassment Training Workplace Free of Harassment; Understanding Harassment in Review; Understanding Harassment - California. 70

4 Connecticut Workplace Compliance Following are the Connecticut-specific offerings related to workplace compliance. Connecticut Anti-Harassment Training Connecticut Understanding Harassment Training This training contains the following: Introduction to Connecticut Anti- Harassment; Anti-Harassment for Everyone; Anti-Harassment for Managers; Anti-Harassment in Court; Anti-Harassment Investigating Complaints; Anti-Harassment Writing and Communicating and Effective Policy; Anti-Harassment Review. Workplace Free of Harassment; Understanding Harassment in Review; Understanding Harassment - Connecticut. Maine Workplace Compliance Following are the Maine-specific offerings related to workplace compliance. Maine Anti-Harassment Training Maine Understanding Harassment Training This training contains the following: Introduction to Maine Anti-Harassment; Anti-Harassment for Everyone; Anti-Harassment for Managers; Anti- Harassment in Court; Anti-Harassment Investigating Complaints; Anti- Harassment Writing and Communicating and Effective Policy; Anti- Harassment Review. Workplace Free of Harassment; Understanding Harassment in Review; Understanding Harassment - Maine. 68 FINANCE FOR NON-FINANCIAL EMPLOYEES MODULE Training on business finance and accounting for any layperson. Finance for Nonfinancial Employees: Cash Flow Management This training contains the following: How to Read Cash Flow Statements; Managing Receivables; Managing payables. 10 Finance for Nonfinancial Employees: Cost of Sales This training contains the following: COGS; Inventory; Discounts 7 Finance for Nonfinancial Employees: Expense Employees: Financial Ratios This training contains the following: Expense Classification; Controllable and Uncontrollable Expenses; Variable and Fixed Costs; Direct and Indirect Expenses. This training contains the following: Net Investment Ratios; Revenue Ratios; Cost of Goods Sold; Margin. 10 9

5 Financial Statements This training contains the following: Introduction to Financial Statements 1 Financial Statements, Balance Sheet This training contains the following: Overview of a Balance Sheet; Assets; Liabilities; Working Capital. 7 Employees; Introduction to Financial Statement; Financial Statement Analysis This training contains the following: Financial Statement Analysis 1 Financial Statements; Income Statements This training contains the following: Expenses; Gross Receipts 2 Financial Statements: What is an Annual Report? Employees: Managing Inventory Employees: Principles of Accounting This training contains the following: What is an Annual Report? 2 This training contains the following: Managing Inventory 3 This training contains the following: Principles of Accounting; Common Accounting Term; Cash vs Accrual; Fraud 18 Employees: What is Budgeting? This training contains the following: What is Budgeting; Budgeting Revenue; Budgeting Expenses; Zero Based Budgeting; Budget Reporting 10 MHEDA Conference Videos and Webinars Course How and Why to Implement a Sales Process Model at Your Company Presented by Gary T. Moore, Material Handling Industry Veteran, Speaker, Author and former President/Owner of Material Handling Equipment Company. Gary will explain the importance of establishing a consistent sales process model, provide a selection of sales models and then share an overview of the sales process model he created specifically for material handling sales. The Essence of Business Planning Presented by Ed Ketcham, Sales Manager and Todd Gillespie, Director of IT and Marketing, Riekes Equipment Company and Kevin Katona, President, DACO Corporation. Are you tired of lackluster results and slow growth? Do you dream about success but just aren t able to get there? Whether you are a hundred-thousand dollar company or a multi-million dollar one, this webinar will help you learn how to strategically plan for your success and improve your bottom line. This webinar will discuss the importance of why you need a plan, putting your plan into action and reviewing it and adjusting it based on changing conditions. Ask yourself Do I want to watch things happen or make things happen?

6 Recruiting and Retaining Top Salespeople Presented by Herb Greenberg, PhD, Founder/CEO and Patrick Sweeney, President of Caliper. The accelerated speed of communication and our ability to access information with just a few keystrokes is changing everything including the way we buy and sell. In today s marketplace, 70% of a buyer s decision is already made before they encounter a salesperson. But even though the marketplace has changed, there are fundamental aspects of sales that still remain including the qualities that make salespeople great. Do you know which qualities your top performing salespeople share? And do you know which of your average performers have the potential to be your next top performers? Benchmarks for Best Practices in Rental Presented by Mark Jones, President/ CEO, Miami Industrial Trucks. Businesses are looking to outsource the management of their material handling fleets to the dealer that adds value and solve problems. Being able to provide material handling rental equipment on a short-term and longterm basis is critical to growing your dealership s sales, profits, and share of market. A properly executed rental strategy will separate your dealership from all competitors and is a win for you and your customer. Benchmarks for Best Practices in Used Equipment Management Managing the Life Cycle of Rental Equipment Presented by Bill Rowan, President, Sunbelt Industrial Trucks. This session will discuss developing and operating a profitable used equipment department in your dealership. Including the importance of working with, supporting and motivating your sales team. This session will review marketing strategies, commission programs and accounting practices in the Used department. Presented by Bill Ryan, President, LiftOne. Active and well-managed rental assets succeed in turning the internal operational wheels of the dealership. In this workshop we will discuss how to identify what is a good asset versus a liability. We will also take a look at the specific metrics around the addition of rental units to your fleet, how to maintain and support them and how to identify the optimal time to retire and/or replace them. Recruiting Young Talent Presented by MHEDA Member, Bill Rowan, President, Sunbelt Industrial Trucks. We are always looking for sources to recruit new employees into our dealerships. Local and state colleges/universities provide a terrific resource for these candidates. Many colleges and universities now offer programs in sales, logistics and other material handling related areas. This webinar will discuss how to work with local universities to locate candidates for positions in your dealerships. We will also discuss setting up summer internships which allows you to audition future employees while utilizing relatively low cost labor to work on projects within your dealership. Best Practices in Parts Department Operations Presented by MHEDA Member, Jeff Fuller, Operations Manager, Lift Solutions, Inc. This webinar is designed to illustrate the standards of industry performance in the areas of product support. You will come away with the measures of operationally excellent performance as well as methods you can employ to drive your operations to those levels. This webinar is tailored for the front-line Parts Managers but will also serve Operations Management.

7 Best Practices in Service Department Operations Asset Management Presented by MHEDA Member, Jeff Fuller, Operations Manager, Lift Solutions, Inc. This webinar is designed to illustrate the standards of industry performance in the areas of product support. You will come away with the measures of operationally excellent performance as well as methods you can employ to drive your operations to those levels. This webinar is tailored for the front-line Service Managers but will also serve Operations Management. Presented by Bill Ryan, President, LiftOne. Next to people, rental assets are the largest investment for a dealership. The proper management of rental assets to ensure the customers needs are served and the dealership receives the targeted return on investment is a key measurement of success. This course will examine what makes up the base of rental assets and how used equipment complement the rental fleet. We will go into detail with respect to expected measures and returns. Rental Financial Drivers and Models Presented by Bill Ryan, President, LiftOne. This presentation will review various Rental Models that U.S. based Material Handling Equipment dealerships employ to go to market. We will also examine Financial Benchmarks. This presentation will include the following Rental Models in practice today: Return on Assets; Rental Yield; Dollars Utilization; Time Utilization; Maintenance Ratios. We will detail the standards for Rental Financial performance and explain how different go-to-market strategies can affect these performance measures. Financial Benchmarks for Successful Parts & Service Performers Best Practices for Customer Service Presented by Matthew Hicks, Currie Management Consultants, Inc. Review the key drivers for financial and operational performance for the Parts & Service Departments in material handling dealerships. Presented by Lynn Daniel, President, The Daniel Group. Customer service is critical to your dealership s success. Learn what you can do to develop a more service-oriented culture. Lessons learned are from the more than 300,000 customer interviews in The Daniel Group s database. Marketing Your Brank Presented by Bill Rowan, President, Sunbelt Industrial Trucks. This presentation will discuss marketing your brand and furthering your company in your market place. We will discuss branding, what it is and what works best. Learn how to utilize your brand in marketing your service and parts department.

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