Telework and Telecommuting Sample
Transcript of Telework and Telecommuting Sample
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Telework and Telecommuting Sample
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TABLE OF CONTENTS
Preface .................................................................................................................................................... 4
What is Courseware?........................................................................................................................... 4
How Do I Customize My Course?.......................................................................................................... 4
Materials Required .............................................................................................................................. 6
Maximizing Your Training Power ......................................................................................................... 6
Icebreakers.............................................................................................................................................. 8
Icebreaker: Thinking Outside the Box ................................................................................................... 9
Instructor Guide Sample ........................................................................................................................ 11
Module Two: Core Skills Required ......................................................................................................... 12
Self-Management .............................................................................................................................. 12
Time Management ............................................................................................................................ 13
Organizing and Planning ................................................................................................................... 14
Communication ................................................................................................................................. 15
Practical Illustration .......................................................................................................................... 16
Module Two: Review Questions ......................................................................................................... 17
Appendix ............................................................................................................................................... 20
Sample Worksheet 1.......................................................................................................................... 21
Sample Worksheet 2.......................................................................................................................... 22
Sample Worksheet 3.......................................................................................................................... 23
Sample Worksheet 4.......................................................................................................................... 24
Quick Reference Sheets ......................................................................................................................... 25
Certificate of Completion ...................................................................................................................... 28
PowerPoint Sample ............................................................................................................................... 30
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Full Table of Contents ............................................................................................................................ 35
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Preface
What is Courseware?
Welcome to Corporate Training Materials, a completely new training
experience!
Our courseware packages offer you top-quality training materials that
are customizable, user-friendly, educational, and fun. We provide your
materials, materials for the student, PowerPoint slides, and a take-
home reference sheet for the student. You simply need to prepare and
train!
Best of all, our courseware packages are created in Microsoft Office and can be opened using any
version of Word and PowerPoint. (Most other word processing and presentation programs support
these formats, too.) This means that you can customize the content, add your logo, change the color
scheme, and easily print and e-mail training materials.
How Do I Customize My Course?
Customizing your course is easy. To edit text, just click and type as you would with any document. This is
particularly convenient if you want to add customized statistics for your region, special examples for
your participants’ industry, or additional information. You can, of course, also use all of your word
processor’s other features, including text formatting and editing tools (such as cutting and pasting).
To remove modules, simply select the text and press Delete on your keyboard. Then, navigate to the
Table of Contents, right-click, and click Update Field. You may see a dialog box; if so, click “Update entire
table” and press OK.
(You will also want to perform this step if you add modules or move them around.)
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to make it easy, we have used styles so that you can update all the text at once.
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If you are using Word 97 to 2003, start by clicking the Format menu followed by Styles and Formatting.
In Word 2007 and 2010 under the Home tab, right-click on your chosen style and click Modify. That will
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For more information on making Word work for you, please refer to Word 2007 or 2010 Essentials by
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Materials Required
All of our courses use flip chart paper and markers extensively. (If you prefer, you can use a whiteboard
or chalkboard instead.)
We recommend that each participant have a copy of the Training Manual, and that you review each
module before training to ensure you have any special materials required. Worksheets are included
within the Appendix of the Instructor Guide and the participant’s Training Manual, and can be
reproduced and used where indicated. If you would like to save paper, these worksheets are easily
transferrable to a flip chart paper format, instead of having individual worksheets.
We recommend these additional materials for all workshops:
• Laptop with projector, for PowerPoint slides
• Quick Reference Sheets for students to take home
• Timer or watch (separate from your laptop)
• Masking tape
• Blank paper
Maximizing Your Training Power
We have just one more thing for you before you get started. Our company is built for trainers, by
trainers, so we thought we would share some of our tips with you, to help you create an engaging,
unforgettable experience for your participants.
• Make it customized. By tailoring each course to your participants, you will find that your results
will increase a thousand-fold.
o Use examples, case studies, and stories that are relevant to the group.
o Identify whether your participants are strangers or whether they work together. Tailor
your approach appropriately.
o Different people learn in different ways, so use different types of activities to balance it
all out. (For example, some people learn by reading, while others learn by talking about
it, while still others need a hands-on approach. For more information, we suggest
Experiential Learning by David Kolb.)
• Make it fun and interactive. Most people do not enjoy sitting and listening to someone else talk
for hours at a time. Make use of the tips in this book and your own experience to keep your
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participants engaged. Mix up the activities to include individual work, small group work, large
group discussions, and mini-lectures.
• Make it relevant. Participants are much more receptive to learning if they understand why they
are learning it and how they can apply it in their daily lives. Most importantly, they want to
know how it will benefit them and make their lives easier. Take every opportunity to tie what
you are teaching back to real life.
• Keep an open mind. Many trainers find that they learn something each time they teach a
workshop. If you go into a training session with that attitude, you will find that there can be an
amazing two-way flow of information between the trainer and trainees. Enjoy it, learn from it,
and make the most of it in your workshops.
And now, time for the training!
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Icebreakers
Each course is provided with a wide range of interactive Icebreakers. The trainer can utilize an
Icebreaker to help facilitate the beginning of the course, as it helps “break the ice” with the
participants. If the participants are new to each other, an icebreaker is a great way to introduce
everyone to each other. If the participants all know each other it can still help loosen up the
room and begin the training session on a positive note. Below you will see one of the
icebreakers that can be utilized from the Icebreakers folder.
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Icebreaker: Thinking Outside the Box
PURPOSE
To introduce participants to each other and to get them thinking creatively.
MATERIALS REQUIRED
1. Name tag for each person
2. Markers
3. Index cards
4. A cardboard box large enough to hold the remaining items
5. A small skillet
6. A jump rope or short length of plain rope
7. An envelope
8. A sheet of newspaper
9. A rubber band
10. A coffee stirrer
11. A nail
12. A chenille stick (pipe cleaner)
You can substitute the items in the box to suit your requirements. The purpose is to take everyday items
and to have the participant’s think of the selected items in new ways.
PREPARATION
Have each participant fill out a name tag.
TIME REQUIRED
20 minutes
ACTIVITY
Have everyone introduce themselves by stating their names and one statement about themselves, such
as their current positions, or what most interests them about working from home or a remote office.
Divide the participants into small groups of four to six people. Each group should get 1-2 items from the
box (or the box itself). The challenge is to think of at least five creative ways to use each object, BESIDES
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the conventional purpose the item usually serves. Tell the teams the rule is no censoring – all ideas are
encouraged – the zanier, the better! Have the teams write down their suggestions on index cards.
Encourage the teams to come up with the most creative suggestions they can. If time permits, have each
team trade objects and repeat the activity.
For example, the sheet of newspaper could be folded to become a hat or a boat; it could be shredded
and used as packing material; it could even be used as substitute toilet paper in a pinch! Encourage the
teams to stretch their imaginations.
At the end, have each team share its ideas with the whole group.
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Instructor Guide Sample
On the following pages is a sample module from our Instructor Guide. It provides the instructor
with a copy of the material and a Lesson Plans box.
The key benefit for the trainer is the Lesson Plan box. It provides a standardized set of tools to
assist the instructor train that particular lesson. The Lesson Plan box gives an estimated time to
complete the lesson, any materials that are needed for the lesson, recommended activities, and
additional points to assist in delivering the lessons such as Stories to Share and Delivery Tips.
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Module Two: Core Skills Required
As with any job position, certain skills and abilities are needed
to be a successful teleworker and member of a virtual team.
Common skills needed are ways to manage your time and
organize all assignments and duties. When building your virtual
team, remember to find employees that can work well under
minimal supervision and can function with different types of
technology.
Self-Management
More employees are choosing to work from home or outside the standard office. It
not only saves the company money, but it allows them to expand into other areas
and cover more ground. But when working outside of a standard office, you must
learn to self-manage. A manager cannot always be present and cannot always watch
over your shoulder. You must be able to monitor your own progress and be able to
keep track of your assignments and deadlines. If you do not have basic skills of self-
management, then you won’t be able to function in a virtual office.
Common tools for self-management:
• Make a schedule and stick to it
• Keep a calendar of important dates and deadlines
• Check in with team members periodically to stay in the loop
Estimated Time 10 minutes
All of the top achievers I know are life-long
learners, looking for new skills, insights, and
ideas.
Denis Waitley
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Topic Objective Learn methods of self-management
Topic Summary
Self-Management
Discuss different methods, techniques, and tools that can help with self-
management.
Materials Required Worksheet 1-Learning Self-Management
Planning Checklist None
Recommended Activity Complete the worksheet individually. Share your answers with the rest of
the class.
Stories to Share Share any relevant personal stories.
Delivery Tips Encourage everyone to participate.
Review Questions What is self-management?
Time Management
When you work with little supervision, it is important that you are able to manage
your time on your own. This does not necessarily mean you must manage every
minute or try to force yourself to stay focused. Time management means recognizing
when you have deadlines and knowing how long it will take you to finish a project or
assignment. Sometimes you can let in too many distractions or try to take on too
many duties at once. This in turn can cause you to manage your work time poorly and
fail to do a good job. Your manager cannot completely manage your time and
resources for you. Instead, they will give support and offer advice on ways to stay focused and on track.
Many employees have the knowledge of good time management skills and methods, but may need a
reminder on how to use them.
Estimated Time 10 minutes
Topic Objective Learn how to manage your time effectively.
Topic Summary Time Management
Discuss different ways we can successfully manage our time.
Materials Required Worksheet 2-Learning Time Management
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Planning Checklist None
Recommended Activity Complete the worksheet individually. Share your answers with the rest of
the class.
Stories to Share Share any personal relevant stories.
Delivery Tips Encourage everyone to share their ideas.
Review Questions Why is time management important?
Organizing and Planning
As a teleworker, you need to be sure that all files and assignments (paper or
electronic) are fully organized, which is a form of self-management. Ensuring that
the office is always organized can boost productivity and reduce errors made by
misplaced files or a forgotten assignment. Planning is also an important part of
organization because you need to be able to manage your time and resources –
especially since you do not have a manager to supervise you at all times. Be
encouraged to adapt a universal or adaptable filing system to organize your work for easy access. Also
feel free to utilize different methods of planning and organizing your time, such as day planners, email
timers, or reminder systems.
Common tips for better organization:
• Create a pattern in your day to organize and plan different tasks
• Keep a calendar or planner with important dates and reminders
• Plan ahead and know what assignments or deadlines are approaching
• Set up your email account to remind you periodically of important dates
• Use a filing/storage that can be adapted in case there are any changes or modifications
Estimated Time 10 minutes
Topic Objective Learn different methods of planning and organizing.
Topic Summary Organizing and Planning
Discuss various methods of effectively organizing and planning in the office.
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Materials Required Worksheet 3-Organizing and Planning
Planning Checklist None
Recommended Activity Complete the worksheet individually. Share your answers with the rest of
the class.
Stories to Share Share any relevant personal stories.
Delivery Tips Encourage everyone to participate.
Review Questions How does good organization affect teleworkers?
Communication
Communication can be a difficult aspect to master with a virtual team. You will not
only deal with traditional communication issues among team members and
management, but you can face additional problems that can cause you to feel
additional stress. With your peers not being able to directly come to you when they
need to talk; this extra time to reach out to teammates can be a cause of friction. It
is important for everyone to be aware of the various methods of communication
available to them, including email, phone, fax, mail, etc. Employees should know how to use each
method of communication and what kind of information they can be used for. Be open and clear about
what you want from your teammates and let them know of ways they can reach you if they have a
problem.
Example forms of communication for teleworkers:
• Instant messaging
• Phone call
• Text messaging
• Video call
Estimated Time 10 minutes
Topic Objective Learn different forms of communication.
Topic Summary Communication
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Discuss various methods of communication and how they are used.
Materials Required Worksheet 4-Communication
Planning Checklist None
Recommended Activity Complete the worksheet individually. Share your answers with the rest of the
class.
Stories to Share Share any personal relevant stories.
Delivery Tips Encourage everyone to share their ideas.
Review Questions What difficulties do teleworkers face with communication?
Practical Illustration
Jason is trying to select a new employee for his team of teleworkers. He knows that the
candidate must have great skills in self-management and communication. The employee
must be able to work from home with minimal supervision. Jason interviewed Stacey,
who was from a different department. Her manager had given her a good
recommendation based on her self-management and time management skills in her
current position. She has managed many of her own projects and works great with other
employees. When Jason asked about how she felt working from home, Stacey was excited and said she
already had a home office she uses when not at work. Jason felt as though Stacey would make a great
addition to his teleworker team and welcomed her aboard.
Estimated Time 5 minutes
Topic Objective Outline the Core Skills Required Practical Illustration.
Topic Summary Practical Illustration
Discuss the core skills required for working as a teleworker.
Recommended Activity Discuss the results of the Practical Illustration. How did Jason decide to hire
Stacey?
Stories to Share Share any relevant personal/professional story.
Delivery Tips Encourage everyone to participate.
Review Questions What skills did Jason see in Stacey?
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Module Two: Review Questions
1.) Why is self-management important for teleworkers?
a) They have to work on their own
b) They have to work odd hours
c) They have to work in groups
d) They have a test on it
Teleworkers often have to work on their own and without much supervision, so having
characteristics of self-management is important.
2.) What is one tool of self-management?
a) Creating different stacks of work
b) Throwing unneeded items in a box
c) Piling files on top of the desk to do
d) Writing deadlines on a calendar
Writing information on a calendar, such as deadlines or important dates, is a form of self-
management because it is one way to manage important information and keep focused.
3.) What is one aspect of time management?
a) Learning about the assignment
b) Recognizing deadlines
c) Completing the weekly reports
d) Conserving energy
Recognizing deadlines is an area of time management because it makes the employee focus on
assignments and projects and manage their time accordingly to get them done.
4.) What is one tool of time management?
a) Filing reports in a cabinet
b) Ordering more office supplies
c) Creating a daily schedule
d) Changing the copy paper
By creating a schedule, whether daily, weekly, and monthly, etc., the employee is learning to
manage her time and divide it up between necessary tasks.
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5.) What is a benefit of making plans ahead of time?
a) It reduces errors in plans
b) It gives the employee something to do
c) It creates room for chaos
d) It makes the employee feel more important
When an employee plans ahead and tries to work things out beforehand, they reduce the risk of
making errors and cut down on the chance of something going wrong.
6.) What is one form of organization?
a) Hanging up your coat
b) Moving files to another desk
c) Modifying your desk area
d) Emptying the trash can
One form of organization is the task of modifying a desk area to make it more suitable and
usable. This normally includes moving items within arm’s reach and putting unnecessary items
away.
7.) Why is communication important to teleworkers?
a) They have to talk to their teammates even if they don’t want to
b) They want to make lots of friends
c) They want to work alone
d) They must work together although they’re separated
Many teleworkers work in various offices in different locations, so communication is important
because it keeps the employees connected across the miles.
8.) Which of the following is a common tool of communication?
a) Scrapbooking
b) Emailing
c) Reading
d) Blogging
Emails, or electronic mail, are a form of communication that allows people to type letters to
each other and send them electronically.
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9.) Who is the best person to hire as a teleworker?
a) Administration secretary
b) Virtual team manager
c) Office manager
d) Those who can work with minimal supervision
Employees that can work well under minimal supervision and can function with different types
of technology.
10.) Why are more people working from home?
a) Saves money
b) Saves time
c) Allows them to cover more ground
d) All of the above
More employees are choosing to work from home or outside the standard office. It not only
saves the company money, but it allows them to expand into other areas and cover more
ground.
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Appendix
During the facilitation of a lesson, Worksheets may be utilized to help present the material. If a
lesson calls for a Worksheet it will be listed in the Lesson Plan box under Materials Required.
The trainer can then utilize the Appendix of either the Instructor Guide or the participant’s
Training Manual for the corresponding material and then provide it to the participants.
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Sample Worksheet 1
Learning Self-Management
Use the space below to reflect on ways they you can manage you daily activities and tasks. Would you
work better with a schedule or a set plan? Make notes of things you can do to improve how you can
manage all parts of your day.
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Sample Worksheet 2
Learning Time Management
Use the space below to reflect on ways they you can manage the time that you have to complete tasks.
What tools would you use to manage your time? Are you easily distracted? Make notes of things you
can do to improve how use your valuable time.
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Sample Worksheet 3
Organizing and Planning
Use the space below to reflect on ways that you typically organize or plan your day. Do you go by a
schedule? Are you more spontaneous? Is your office organized? What tools do you use?
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Sample Worksheet 4
Communication
Use the space below to write down as many forms of communication you can think of, modern or old-
fashioned. Then make notes of what each form can be used for and how effective it can be in delivering
the message.
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Quick Reference Sheets
Below is an example of our Quick Reference Sheets. They are used to provide the participants
with a quick way to reference the material after the course has been completed. They can be
customized by the trainer to provide the material deemed the most important. They are a way
the participants can look back and reference the material at a later date.
They are also very useful as a take-away from the workshop when branded. When a participant
leaves with a Quick Reference Sheet it provides a great way to promote future business.
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Certificate of Completion
Every course comes with a Certificate of Completion where the participants can be recognized
for completing the course. It provides a record of their attendance and to be recognized for
their participation in the workshop.
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PowerPoint Sample
Below you will find the PowerPoint sample. The slides are based on, and created from, the
Instructor Guide. PowerPoint slides are a great tool to use during the facilitation of the
material; they help to focus on the important points of information presented during the
training.
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Full Table of Contents
Preface .................................................................................................................................................... 6
What is Courseware?........................................................................................................................... 6
How Do I Customize My Course?.......................................................................................................... 6
Materials Required .............................................................................................................................. 8
Maximizing Your Training Power ......................................................................................................... 8
Module One: Getting Started ................................................................................................................ 10
Housekeeping Items .......................................................................................................................... 10
The Parking Lot ................................................................................................................................. 11
Workshop Objectives ......................................................................................................................... 11
Action Plans and Evaluation Forms .................................................................................................... 12
Action Plan ........................................................................................................................................ 13
Evaluation Form ................................................................................................................................ 14
Pre-Assignment ................................................................................................................................. 15
Pre-Test ............................................................................................................................................. 16
Pre-Test Answers ............................................................................................................................... 20
Module Two: Core Skills Required ......................................................................................................... 25
Self-Management .............................................................................................................................. 25
Time Management ............................................................................................................................ 26
Organizing and Planning ................................................................................................................... 27
Communication ................................................................................................................................. 28
Practical Illustration .......................................................................................................................... 29
Module Two: Review Questions ......................................................................................................... 30
Module Three: Self-Management (I) ...................................................................................................... 33
Solving Problems on Your Own .......................................................................................................... 33
Being and Staying Motivated ............................................................................................................. 34
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You Have More Freedom – Don’t Abuse It.......................................................................................... 35
You and Only You are Accountable .................................................................................................... 36
Practical Illustration .......................................................................................................................... 37
Module Three: Review Questions ....................................................................................................... 38
Module Four: Self-Management (II) ....................................................................................................... 41
Recognize and Remove Bad Habits .................................................................................................... 41
Reflect on Mistakes and Learn from Them ......................................................................................... 42
Establish Good Habits ........................................................................................................................ 43
Be Assertive ....................................................................................................................................... 44
Practical Illustration .......................................................................................................................... 45
Module Four: Review Questions......................................................................................................... 46
Module Five: Time Management (I) ....................................................................................................... 49
Build a Little Flexibility into Your Schedule ......................................................................................... 49
Identify and Remove Time Wasters.................................................................................................... 50
Working with Time Zones .................................................................................................................. 51
Using Free Time Wisely...................................................................................................................... 52
Practical Illustration .......................................................................................................................... 53
Module Five: Review Questions ......................................................................................................... 54
Module Six: Time Management (II) ........................................................................................................ 57
The Urgent/Important Matrix ............................................................................................................ 57
Setting and Sticking to Deadlines ....................................................................................................... 58
The Glass Jar: Rocks, Pebbles, Sand and Water .................................................................................. 59
Recognize When You Are Procrastinating .......................................................................................... 61
Practical Illustration .......................................................................................................................... 62
Module Six: Review Questions ........................................................................................................... 63
Module Seven: Organizing and Planning (I) ............................................................................................ 66
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Plan for Additional Stress................................................................................................................... 66
When to Seek Help ............................................................................................................................ 67
Being Proactive – Not Reactive .......................................................................................................... 68
Establish Priorities and Attainable Goals ............................................................................................ 69
Practical Illustration .......................................................................................................................... 70
Module Seven: Review Questions ...................................................................................................... 71
Module Eight: Organizing and Planning (II) ............................................................................................ 74
Setting Up Your Home Office ............................................................................................................. 74
Remove Unneeded or Distracting Items ............................................................................................. 75
When Technology Fails ...................................................................................................................... 76
Develop a Normal Working Day ......................................................................................................... 77
Practical Illustration .......................................................................................................................... 78
Module Eight: Review Questions........................................................................................................ 79
Module Nine: Communication (I) ........................................................................................................... 82
Stay in the Loop ................................................................................................................................. 82
Use the Correct Medium .................................................................................................................... 83
Be Clear and to the Point ................................................................................................................... 84
Virtual Communication Can Be Impersonal ........................................................................................ 85
Practical Illustration .......................................................................................................................... 86
Module Nine: Review Questions ........................................................................................................ 87
Module Ten: Communication (II) ........................................................................................................... 90
Open and Frequent Communication .................................................................................................. 90
Share Your Information ..................................................................................................................... 91
Have a Collaborative Attitude ............................................................................................................ 92
Setting Expectations with Family and Friends .................................................................................... 93
Practical Illustration .......................................................................................................................... 94
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Module Ten: Review Questions .......................................................................................................... 95
Module Eleven: Additional Challenges ................................................................................................... 98
Building Trust and Rapport ................................................................................................................ 98
Feeling Isolated ................................................................................................................................. 99
Always in the Office ......................................................................................................................... 100
Lack of or Less Feedback .................................................................................................................. 101
Practical Illustration ........................................................................................................................ 102
Module Eleven: Review Questions ................................................................................................... 103
Module Twelve: Wrapping Up ............................................................................................................. 106
Words from the Wise....................................................................................................................... 106
Review of Parking Lot ...................................................................................................................... 106
Lessons Learned .............................................................................................................................. 106
Completion of Action Plans and Evaluation Forms ........................................................................... 107
Appendix ............................................................................................................................................. 108
Worksheet 1 .................................................................................................................................... 108
Worksheet 2 .................................................................................................................................... 109
Worksheet 3 .................................................................................................................................... 110
Worksheet 4 .................................................................................................................................... 111
Worksheet 5 .................................................................................................................................... 112
Worksheet 6 .................................................................................................................................... 113
Worksheet 7 .................................................................................................................................... 114
Worksheet 8 .................................................................................................................................... 115
Worksheet 9 .................................................................................................................................... 116
Worksheet 10 .................................................................................................................................. 117
Worksheet 11 .................................................................................................................................. 118
Worksheet 12 .................................................................................................................................. 119
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Worksheet 13 .................................................................................................................................. 120
Worksheet 14 .................................................................................................................................. 121
Worksheet 15 .................................................................................................................................. 122
Worksheet 16 .................................................................................................................................. 123
Worksheet 17 .................................................................................................................................. 124
Worksheet 18 .................................................................................................................................. 125
Worksheet 19 .................................................................................................................................. 126
Worksheet 20 .................................................................................................................................. 127
Worksheet 21 .................................................................................................................................. 128
Worksheet 22 .................................................................................................................................. 129
Worksheet 23 .................................................................................................................................. 130
Worksheet 24 .................................................................................................................................. 131
Worksheet 25 .................................................................................................................................. 132
Worksheet 26 .................................................................................................................................. 133
Worksheet 27 .................................................................................................................................. 134
Worksheet 28 .................................................................................................................................. 135
Worksheet 29 .................................................................................................................................. 136
Worksheet 30 .................................................................................................................................. 137
Post-Assessment ............................................................................................................................. 138
Post-Assessment Answers................................................................................................................ 141
Recommended Reading List ............................................................................................................. 146