Participants will learn to leverage variables related to the business environment, business thinking, business interactions, and business outcomes. They will have the opportunity to practice analyzing business situations and applying their new skills to common business issues. They will also become familiar with best practices in business etiquette, communications, and financial management.

Course Objectives:

1. Identify the vision or future state of a new position/organization

2. Use a power/interest matrix to determine (identify and prioritize) key stakeholders/ influences

3. Use a high-level SWOT analysis to determine the organization’s ability to achieve the vision

4. Identify goals that need to be reached to show progress toward the vision

5. Decompose the vision to help identify what needs to be set as a goal

6. Use ESI's Operational Framework to determine what needs to be measured to show progress toward/achievement of the goal

7. Conduct a gap analysis to determine what resources that may not be available are necessary to move toward or achieve the vision

8. Communicate this information using the concept of TREOA (topics, recommendations, evidence, outcomes, and suggested actions) to provide high-impact structure to communications

9. Apply The ESI Mindset Model and its components to identify your areas of strength and weakness

PDUs: 22.5

1. The ESI Mindset Model

• The ESI Mindset Model
• Perspectives and responsibilities
    • Strategic
    • Operational
    • Interpersonal
    • Personal
• Internal and external change
• Influences
• Powering the model — critical thinking and communication
• Business skills

2. The Strategic Perspective

• Components and terms of the strategic perspective
• Defining strategy
• Strategic influences
    • Internal
    • External
• Stakeholders
• Stakeholder assessment
• Power/impact grid
• Identifying goals
• SWOT analysis

3. The Operational Perspective

• Components and terms of the operational perspective
• ESI’s Operational Framework
• Products and services
• Human resources and training
• Marketing and public relations
• Customer service
• Processes and business rules
• Finance and budgeting
   • Income statements
   • Balance sheets
   • Cash flows
   • Categories of cost
   • Time value of money
   • Return on investment (ROI)
   • Payback period
   • Basic change process
   • Gap analysis

4. The Personal Perspective

• Components and terms of the personal perspective
• Organizational environment
    • Corporate culture
    • Business etiquette
    • Organizational politics
• Cultural challenges
    • Linguistic challenges
    • Gender, ethnicity, and class roles

5. The Interpersonal Perspective

• Components and terms of the interpersonal perspective
• Communications: Fundamental parts
• Communication filters
• Communication model
• Structuring communications: TREOA
    • Topic
    • Recommendation
    • Evidence
    • Outcome
    • Actions
• TREOA and virtual teams
• Active listening
• Relationships
• Mentoring and coaching
• Conflict and conflict management
• Thomas Kilmann Conflict Mode Indicator
• Stakeholder management
• Delivering "bad news" to stakeholders