Certified Trainings & Workshops

 

 

 

 

In the age of hybrid and remote work, having integrated systems is the best friend of any manager looking to instill effective communications practices on their team. In this 8 week manager training - which can also be a one or two day workshop - we talk about how to build integrated systems and then behaviors around them. 

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1. Purpose: Give those leading others an outlet to learn about communicating through modern technology systems including Google, Microsoft, Zoom, Slack, Teams, Salesforce/CRM systems, ERP systems, and more. 

2. Topics

   1. What’s the modern tech stack and how does it work?

   2. Building integrated systems into your communications plan and culture.

   3. Making sure information reaches others AND comes back to you. 

   4. Eliminating Distractions using Systems

3. Agenda and Workplan

   • Week 0 - Send onboarding materials to attendees. Personal introduction from coach and facilitator. 

   • Week 1 - 90 minute group education and instruction. 

     • Why does tech help and hurt us at the same time?

     • The importance of integrated systems.

     • Components of Systems Most Of Us Use

       • Registration/Login

       • Interface

       • Content Creation and/or Data Fields

       • Communications Modules

       • APIs and Data Architecture

       • Segmentation of Systems

         • Operating and Communications Systems

         • CRMs and related systems

         • ERP or organization-wide systems

   • Week 2 - Personal coaching 1:1s with facilitator

   • Week 3 - 90 minute group education and instruction

     • Human behaviors and systems

     • Why does system use break down?

       • Lack of consistency

       • Bad data going in. 

     • How to get back on track if a system is not being adopted?

   • Week 4 - Personal coaching 1:1s with facilitator

   • Week 5 - 90 minute group education and instruction

     • Building Systems to Work For You

     • Considerations when buying and adopting systems.

     • Scoping and researching providers

     • Getting internal buy in from all parties

   • Week 6 - Personal coaching 1:1s with facilitator

   • Week 7 - 90 minute group education and instruction

     • Administration and Permissions

     • Cybersecurity

     • Purchasing and Licensing - Working with Finance

   • Week 8 - Personal coaching 1:1s with facilitator

4. Resources Required

   1. Technology: LMS system 

   2. Facilitator - Entrepreneur or someone in operations familiar with systems and leading teams.

   3. SME - Software or systems architect who can help build and integrate systems for attendees.

   4. Other 

5. Outputs

   1. Understanding of how APIs and "no-code systems" work and why they are important to our team communication strategies.

   2. Understanding of data field consistency and why that is important to integrated systems use.

   3. Understanding how to influence team behaviors around systems, including incentives that will get everyone to use the same systems in the same ways. 

   4. Building a culture of trust matters to systems adoption and use. Be clear and transparent about how data is kept, stored, and used. 

6. Certification and Reimbursement Process

   1. Facilitator certifies all attendees have attended and completed the training. Certifications can be printed and mailed but all will come in standard .PDF form. 

   2. Facilitator collects proper information and works with State programs for reimbursements, as appropriate. 

 

 

 

 

​Burnout is something that can sneak up on the best of us, even when we are trying to be diligent to prevent it. Usually burnout is something caused by having an avalanche of work and no support (real or perceived) to handle it. Let's use the best of A.I. tools to come to the rescue. In this program, we'll talk about the technology of A.I., but more importantly, the processes we need to build around it to ensure it isn't just another system to use. 

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1. Purpose: Give managers and leaders knowledge to lead their teams through the AI revolution.  

2. Topics

   1. What’s real - is AI going to take over our jobs?

   2. How to prepare for a technological future that is uncertain?

   3. How to adopt AI on a personal level, as well as an organizational level?

   4. Security and AI - how to keep our teams working within organizational requirements?

3. Agenda and Workplan

   • Week 0 - Send onboarding materials to attendees. Personal introduction from coach and facilitator. 

   • Week 1 - 90 minute group education and instruction. 

     • Level setting AI - what is it, where are we now, where are we really going?

   • Week 2 - Personal coaching 1:1s with facilitator

   • Week 3 - 90 minute group education and instruction

     • Getting into AI tooling for our jobs and roles

   • Week 4 - Personal coaching 1:1s with facilitator

   • Week 5 - 90 minute group education and instruction

     • Getting into AI tooling on an organizational level.

   • Week 6 - Personal coaching 1:1s with facilitator

   • Week 7 - 90 minute group education and instruction

     • How to make sure AI use doesn’t get out of control in your organization - what to watch for and how to protect yourself. 

   • Week 8 - Personal coaching 1:1s with facilitator.

4. Resources Required

   1. Technology: LMS system 

   2. Facilitator - Entrepreneur or someone in operations familiar with systems and leading teams.

   3. SME - AI consultant or someone else with deep AI building and implementation expertise within small to mid sized organizations. 

   4. Other 

5. Outputs

   1. Understanding of how AI is built and used on a fundamental basis.

   2. Distinguish between personal enhancers and organizational AI.

   3. Understanding of job planning in the age of AI, including how to talk to our teams about it during interviews and performance evaluations.

6. Certification and Reimbursement Process

   1. Facilitator certifies all attendees have attended and completed the training.

   2. Facilitator collects proper information and works with State programs for reimbursements.

 

 

 

 

​Cybersecurity is a constanatly evolving space that, let's be honest, few of us really understand. We can't feign ignorance with the sophistication of attacks and how far down the data storage chain it can impact our businesses. 

 

But we don't all need to be cyber experts. In fact, all we need to do is pay attention and know what to look out for. This is the training we provide, in a way that is fun, educational, and informational. We even help use it to connect with cyber insurance companies, if that is a need for your business.  

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1. Purpose: Help founders, managers, and leaders understand their digital and cyber risk profile and how it may impact their operations, finances, and culture. 

2. Topics

   1. How cybersecurity is an internal culture matter more than an external threat (most of the time). 

   2. Being a risk captain - identifying risk and share it with those in your organization whose job it is to dive deeper. 

   3. Trust gets broken when there are cyber issues; how to get trust back in the event of a breach or something out of your control.

   4. Managing third-parties with appropriate risk considerations. 

3. Agenda and Workplan

   • Week 0 - Send onboarding materials to attendees. Personal introduction from coach and facilitator. 

   • Week 1 - 90 minute group education and instruction. 

     • Level setting Cybersecurity - what is it in real terms?

     • Taking shock factor out of cyber risk

     • Why is cyber insurance so expensive and how does that drive our organizational behaviors?

     • Why our people are our biggest threat vector. 

   • Week 2 - Personal coaching 1:1s with facilitator

   • Week 3 - 90 minute group education and instruction

     • Getting into cybersecurity tooling for our jobs and roles

   • Week 4 - Personal coaching 1:1s with facilitator

   • Week 5 - 90 minute group education and instruction

     • Getting into cybersecurity tooling on an organizational level.

   • Week 6 - Personal coaching 1:1s with facilitator

   • Week 7 - 90 minute group education and instruction

     • How to make sure systems use doesn’t get out of control in your organization - what to watch for and how to protect yourself from unknown risks that come with growth, scale, and new systems? 

   • Week 8 - Personal coaching 1:1s with facilitator

4. Resources Required

   1. Technology: LMS system 

   2. Facilitator - Entrepreneur or someone in operations familiar with systems and leading teams.

   3. SME - Cybersecurity consultant or someone else with deep cyber building and implementation expertise within small to mid sized organizations. 

   4. Other 

5. Outputs

   1. Understanding of how cyber programs are built and used on a fundamental basis.

   2. Distinguish between personal enhancers and organizational cyber risk protections.

   3. Understanding of job planning in the age of cyber risk, including how to talk to our teams about it during interviews and performance evaluations. 

6. Certification and Reimbursement Process

   1. Facilitator certifies all attendees have attended and completed the training.

   2. Facilitator collects proper information and works with State programs for reimbursements.

 

 

 

 

So often, as managers and leaders, distactions consume our days. By distraction, we mean any discussion, rumor, argument, or positioning that has nothing to do with customers, products, or company goals or objectives. In this training program, we will help you and your team build a distraction-free workforce. Our strategic conversations during this 8 week program will focus on culture, systems, conflict management strategies, and team communication.

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1. Purpose: Help team leaders and managers handle and stifle distractions that eat up time, money, effort, and enthusiasm. 

2. Topics 

   1. What are distractions and how do they erode our businesses?

      1. Concept of distractions

      2. Identifying distractions

      3. Quantifying distractions

   2. How to eliminate distractions with logic, honesty, and vulnerability?

   3. Conflict Management techniques and best practices from experts

   4. Focusing on systems of communication vs. communication styles. 

      1. You don’t need to be posting emojis or GIFs to be an effective and respected worker, but understand why they exist and why people like to use them. 

      2. Allow flexibility of style within the systems provided. We want people to feel comfortable to talk and interact. 

   5. Using 1:1s and group communications in tandem.

      1. Make sure managers give 1:1 time to listen to each employee. 

      2. Smooth over rifts if you understand why it exists. 

      3. Escalate problems if they are larger than what you can handle alone.

   6. Create an environment of healthy questioning

      1. Allow questions and “why” to exist 

      2. Provide an answer. 

      3. Show you are listening by not being a hypocrite.

      4. Don’t say your culture is one thing when it is not. 

   7. Setting up “back and forth” communications systems to ensure you know the information you want has reached all parts of the business/team as intended. 

      1. Informal Mechanisms through 1:1 conversations.

      2. Formal Mechanisms like surveys. 

3. Resources Required

   1. Technology: LMS System

   2. Facilitator - Entrepreneur or someone in operations familiar with systems and leading teams.

   3. SME - Communication and distraction management expert. Systems integration expert. 

4. Outputs

   1. Knowledge of Team Communications Best Practices 

   2. Knowledge of Communications System

   3. Internal Taxonomy and Data Scheme for Team Communication

5. Certification and Reimbursement Process

   1. Facilitator certifies all attendees have attended and completed the training.

   2. Facilitator collects proper information and works with State programs for reimbursements.

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Sometimes managers and team leaders get stuck in the middle of miscommunications between team members. One of which that we can't control, but we can help diffuse, are generational differences between our workforce. In particular, subtle communication differences and preferences that, when not paid attention to, can cause rifts and conflicts that then distract your workforce. 

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This is a condensed 1 day version of our Distraction-Free Workforce training for managers and teams.

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1. Purpose: Help managers who are struggling with generational differences in how their teams communicate. 

2. Topics

   1. Focusing on systems of communication vs. communication styles. 

      1. You don’t need to be posting emojis or GIFs to be an effective and respected worker, but understand why they exist and why people like to use them. 

      2. Allow flexibility of style within the systems provided. We want people to feel comfortable to talk and interact. 

   2. Using 1:1s and group communications in tandem.

      1. Make sure managers give 1:1 time to listen to each employee. 

      2. Smooth over rifts if you understand why it exists. 

      3. Escalate problems if they are larger than what you can handle alone.

   3. Create an environment of healthy questioning

      1. Allow questions and “why” to exist 

      2. Provide an answer. 

      3. Show you are listening by not being a hypocrite.

      4. Don’t say your culture is one thing when it is not. 

   4. Setting up “back and forth” communications systems to ensure you know the information you want has reached all parts of the business/team as intended. 

      1. Informal Mechanisms through 1:1 conversations.

      2. Formal Mechanisms like surveys. 

3. Agenda and Workplan

   • Week 0 - Send onboarding materials to attendees. Personal introduction from coach and facilitator. 

   • Module 1 - 90 minute group education and instruction. 

     • Setting up a culture of healthy questioning

       • What it means

       • What it doesn’t mean

     • Communications systems that work and don’t work - expert instruction

     • Handling conflict - expert instruction

   • Module 2 - Personal coaching 1:1s with facilitator

   • Module 3 - 90 minute group education and instruction

     • Back and Forth Communications Systems

     • Setting up an internal taxonomy to use in your communications systems.

     • Connecting your taxonomy, culture, and systems. 

   • Module 4 - Personal coaching 1:1s with facilitator

4. Resources Required

   1. Technology: LMS System

   2. Facilitator - Entrepreneur or someone in operations familiar with systems and leading teams.

   3. SME - AI consultant or someone else with deep AI building and implementation expertise within small to mid sized organizations. 

   4. Other 

5. Outputs

   1. Knowledge of Team Communications Best Practices 

   2. Knowledge of Communications System

   3. Internal Taxonomy and Data Scheme for Team Communication

6. Certification and Reimbursement Process

   1. Facilitator certifies all attendees have attended and completed the training.

   2. Facilitator collects proper information and works with State programs for reimbursements.

 

 

 

 

Give your team a one-day workshop to hear from a founder about growing a business and managing teams when everything is uncertain. How do we make sure our teams are still able to execute in an environment like that - high stress, no certain reward, possible failure? Learn from our experts how to navigate your ship as captain.

​

1. Purpose: Hear from a founder on what it’s like to manage a growing team with constant change, and how that can be used to your advantage as an effective leader. 

2. Topics

   1. What Does Entrepreneurial Leadership Mean (to a Founder)?

   2. How can we actually bring this style of leadership to a corporate environment?

   3. What happens if and when my actions fall astray from corporate demands and norms?

   4. Using actions and behaviors as a way to build and spend social capital at work. 

3. Agenda and Workplan

   • Entrepreneurial Leadership Stories and Education

   • Interactive Discussion with Subject Matter Expert

   • Expert Exercise 1

   • Expert Exercise 2

   • Finale

   • Certification

4. Resources Required

   1. Technology: Only required if done remote. 

   2. Facilitator - Entrepreneur or someone in operations familiar with systems and leading teams.

   3. SME - Leadership and communications experts. Founders. 

5. Outputs

   1. Best practices on using vision casting to build team loyalty and camaraderie.

   2. A visualization of your team’s communication processes. 

   3. A 1:1 discussion with subject matter experts. 

6. Certification and Reimbursement Process

   1. Facilitator certifies all attendees have attended and completed the training.

   2. Facilitator collects proper information and works with State programs for reimbursements.

 

 

 

 

As a student, you're learning a lot of fundamentals about business - but what about actually starting your first business? Who is there for you during that process? We are! In the "Own Your Future" program, we will setup your LLC, train you on what you need to do to start your business, and provide a year of monthly sessions to help you on your journey. You'll also have access to attend any of our First-time Entrepreneur workshops during the tenure of the program. 

 

While this program is open to all first-time entrepreneurs, we target student founders with this program so they always can start their career with the mindset to always be in business for themselves.

 

There's nothing more important in business than being able to profit from your own work, and this program helps setup that foundation at a young age. 

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1. Purpose: Help aspiring business owners and entrepreneurs create their first LLC and launch their first business. 

2. Topics

   1. Why Corporate Structure Matters

   2. Building Wealth Through Equity

   3. What To Pay Attention To; What Not To Pay Attention To

   4. Initial Brand, MVPs, and First Products

   5. Cash Management, Operating Structure, and Requirements

3. Agenda and Workplan

   • Week 0 - Send onboarding materials to attendees. Personal introduction from coach and facilitator. 

   • Week 1 - Attend First-time Entrepreneur Business Training Workshop.

   • Week 2 - Personal coaching 1:1s with facilitator.

   • • Creation of LLC.

   • Week 3 - 90 minute group education and instruction

     • Focusing on what matters and doesn’t matter in business. 

       • Brand

       • Product

       • Operations

       • Culture

       • Money

       • Insurance

       • Systems

   • Week 4 - Personal coaching 1:1s with facilitator

   • Week 5 - 90 minute group education and instruction

     • Branding

       • Concepts

       • Canva

     • Minimum Viable Products

     • Scaling products vs. services companies.

   • Week 6 - Personal coaching 1:1s with facilitator

   • Week 7 - 90 minute group education and instruction

     • Cash Management

     • Operating Structure and Systems

     • Taxes and Insurance

   • Week 8 - Personal coaching 1:1s with facilitator

4. Resources Required

   1. Technology: LMS System

   2. Facilitator - Entrepreneur or someone in operations familiar with systems and leading teams.

   3. SME - AI consultant or someone else with deep AI building and implementation expertise within small to mid sized organizations. 

   4. Other 

5. Outputs

   1. Single-member LLC or similar structure in participant’s name. 

   2. Understanding of important business concepts and requirements.

   3. Understanding of business systems and how to operate. 

6. Certification and Reimbursement Process

   1. Facilitator certifies all attendees have attended and completed the training.

   2. Facilitator collects proper information and works with State programs for reimbursements.

 

 

 

 

When you're starting a business for the first time, you can often feel like you're blind and walking on the moon. Who knows what you'll step on or if your next step may be over a cliff. This workshop will give you the schematics of what to expect as a first-time entrepreneur so you'll feel a little more visibility when you go on your business journey. 

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**We hold these workshops monthly and it is included for all Own Your Future™ participants.**

 

Give your team a one-day workshop to hear from a founder about growing a business and managing teams when everything is uncertain. How do we make sure our teams are still able to execute in an environment like that - high stress, no certain reward, possible failure? Learn from our experts how to navigate your ship as captain.

​

1. Purpose: Hear from a founder on what it’s like to manage a growing team with constant change, and how that can be used to your advantage as an effective leader. 

2. Topics

   1. What Does Entrepreneurial Leadership Mean (to a Founder)?

   2. How can we actually bring this style of leadership to a corporate environment?

   3. What happens if and when my actions fall astray from corporate demands and norms?

   4. Using actions and behaviors as a way to build and spend social capital at work. 

3. Agenda and Workplan

   • Entrepreneurial Leadership Stories and Education

   • Interactive Discussion

   • Expert Exercise 1

   • Expert Exercise 2

   • Lunch

   • Finale and Final Discussion

   • Certification

4. Resources Required

   1. Technology: Only required if done remote. 

   2. Facilitator - Entrepreneur or someone in operations familiar with systems and leading teams.

   3. SME - Leadership and communications experts. Founders. 

5. Outputs

   1. Best practices on using vision casting to build team loyalty and camaraderie.

   2. A visualization of your team’s communication processes. 

   3. A 1:1 discussion with subject matter experts. 

6. Certification and Reimbursement Process

   1. Facilitator certifies all attendees have attended and completed the training.

   2. Facilitator collects proper information and works with State programs for reimbursements.

 

 

 

 

This program is designed to give students visibility into what A.I. systems are being used in the workplace. From individual to enterprise use cases, we'll give you a hands on overview of the most important things to know about A.I. in the workplace. 

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1. Purpose: Hear from a founder and operator what A.I. systems matter to me right now and how you can use them for yourself today. 

2. Topics

   1. Overview of A.I. system structure

   2. Which A.I. systems should I use? A review of "There's an A.I. for That".

   3. A.I. system selection process and criteria.

   4. Getting more out of your day with A.I. and other integrated systems.

3. Agenda and Workplan

   • Overview and Review of There's An AI For That.

   • Interactive Discussion

   • Expert Exercise 1

   • Expert Exercise 2

   • Lunch

   • Finale and Final Discussion

   • Certification

4. Resources Required

   1. Technology: Only required if done remote. 

   2. Facilitator - Entrepreneur or someone in operations familiar with systems and leading teams.

   3. SME - Leadership and communications experts. Founders. 

5. Outputs

   1. Best practices on using vision casting to build team loyalty and camaraderie.

   2. A visualization of your team’s communication processes. 

   3. A 1:1 discussion with subject matter experts. 

6. Certification and Reimbursement Process

   1. Facilitator certifies all attendees have attended and completed the training.

   2. Facilitator collects proper information and works with State programs for reimbursements.