Already using QuickBooks® Online and interested in utilizing the features more efficiently? In this hands-on training you will learn how to make QBO work for your business through form customization, recurring transactions, account reconciliation, inventory management, payroll processing, and utilizing financial reports.

Topics Include:
• Understanding matching
• Customizing forms
• Working with asset and liability accounts
• Setting up recurring transactions
• Reconciling accounts
• Managing inventory
• Managing and processing payroll
• Analyzing financial data through customized reports

The 12-week Essentials of Effective Supervision course provides a strong knowledge base for first-line supervisors, managers and team leaders. This series is designed to provide new supervisors, and those aspiring to become supervisors, with a unique blend of knowledge, skills and strategies in the areas needed to effectively and efficiently supervise others. Participants will immediately put their new skills into practice. The topics covered each week are core issues proven to be the keys for supervisory success. Supervisors at all levels need to handle these areas with confidence and authority to effectively deal with and manage the employees they supervise.

1. The Changing Role of the First-Line Supervisor – What happened to motivation and the “work ethic?” Don’t worry it’s still here! How to enrich jobs, deal with organizational change and how to manage employees through it for positive performance. A comparison of the traditional role to contemporary demands for supervising today’s worker.

2. Managing Diversity in the Workplace –Understanding the changes of the American workforce will provide awareness for increased communication and a more cohesive work team.

3. Leadership and Motivation – What is leadership vs. management? Review your leadership style and how to apply leadership in today’s workplace to increase and maintain employee motivation.

4. Legal Responsibilities of the Supervisor – State and federal laws pertaining to employment, sexual harassment, workers’ compensation, discrimination and the supervisor’s role in preventing adverse consequences.

5. Effective Communication –Learn how to communicate to build trust, teamwork, consensus and meet performance objectives. Self assessments will help you uncover your communication style and potential barriers your style may be creating.

6. Orienting & Training New Workers – What to include in the orientation of new workers, how to structure OJT to achieve maximum results.

7. The Supervisors Role in Performance Appraisals – Gain specific steps and guidelines in developing and using job-related work performance objectives, standards and performance plans. Understand how you can positively impact your employee’s formal appraisals.

8. Dealing with Conflict & Disciplinary Procedures – Understand the positives and negatives of conflict, how to work effectively within both and steps to defuse. Uncover your personal conflict style. Also learn the keys to conducting proper discipline and documentation.

9. Planning for Results & Problem Solving – Establishing a vision, setting goals, overcoming obstacles, developing an action plan, controlling and evaluating.

10. Dealing with Stress, Time Management & Delegation – Learn how to manage interruptions, set clear goals, eliminate the 7 most deadly time-wasters and the cure to procrastination.

11. Safety and Security Issues – The supervisor’s responsibility in OSHA, record keeping, and safety and security issues for the new millennium; ergonomics and work place violence.

12. Creating High-Performance Teams – Identify strategies in teambuilding skills and maintaining effective team communications.

Managers are constantly called upon to manage projects or to be part of a project team. The effective management of projects – completion within a deadline and a budget, subject to performance criteria – is the cornerstone for business success. All projects are undertaken to achieve specific results and need a framework to help accomplish an important new objective; face new challenges and organizational structures, define objectives, communicate and instruct.

Day 1
What is a “Project”?
What is a “successful” project?
Why do projects fail?

The Project Lifecycle
•Initiation
•Planning
•Execution
•Closeout

The Triple Constraints to Projects—Scope, Time, Cost

Processes and Practices
•Scope, Time, Cost, Quality Management
•Risk management
•Communications management

Managing the Scope
•Defining the objectives of the project
•Defining the work to be done
•Work Breakdown Structure
•Managing scope changes

Managing Project Time
•Estimating time to complete project tasks
•Resource loading and leveling
•Controlling project costs

Day 2
Managing Project Quality
•Project specifications
•Quality assurance and control

Managing Risk Management
•Risk identification
•Planning for risks
•Responding to risks

Managing Project Communications
•Who needs what, when, how, etc.?
•Reporting project status
•Measurement metrics
•Earned Value

Managing Multiple Small Concurrent Projects
•Managing multiple independent projects
•Small concurrent projects

Organizing for Project Management
•Traditional and matrix organizations
•Project office

The Successful Project Manager
•Roles and responsibilities
•Qualities for success

Project Infrastructure
•Change management system
•Project management information system

The Project Team
•Reasons teams fail
•Situational leadership
•Creating shared commitment
•Instilling team values
•Stages of team development

Project Closeout
•Overcoming the “90% complete” phenomenon
•Exit reviews

Methodology – Putting it all together