WEBINAR CATALOG · 2020-05-14 · 1 April, 2020 WEBINAR CATALOG Boxer Advisors, LLC 6701 Democracy...

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April, 2020

WEBINAR CATALOG

Boxer Advisors, LLC

6701 Democracy Blvd., Suite 300

Bethesda, MD 20817

Phone: (301) 896-9714

Email: [email protected]

www.BoxerAdvisors.com

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Boxer Advisors, LLC is pleased to submit our capabilities to provide you with a menu of webinars we

can deliver, in the short term.

I feel confident that the information we are providing is a compelling approach to providing some

education in a virtual modality, that can meet some of the training needs of your leaders and

employees.

The following reasons highlight why we feel we will make an ideal partner to provide training in a

virtual environment:

• A tried and tested contractor, Boxer Advisors, LLC has provided similar services to the FAA,

HHS, USPTO, numerous federal agencies and Fortune 1000 companies, and as we did with

them, we can help our clients realize a return investment from training.

• The technical strength and diversity of our trainers will allow you to leverage their experience

from many similar engagements.

• A competitively priced contractor, we have a proven project management process which will

help our clients save time and money.

If we can provide any further information, or if our proposal generates any questions, please do not

hesitate to contact me at 240-355-1192.

Sincerely,

Kenneth Boxer,

President/Chief Executive Officer


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Contents Boxer Advisors, LLC ................................................................................................................................. 1

1. Boxer Advisor’s Select Training Courses ........................................................................................ 5

A. Leadership and Management ........................................................................................................ 5

Delivering the Tough Stuff Well ...................................................................................................... 5

Enhancing Professionalism and Civility in the Workplace ............................................................. 5

Leadership Excellence ................................................................................................................... 6

Situational Leadership for Employees: Influencing for Results ..................................................... 6

The Successful Leader ................................................................................................................... 7

Strategic Thinking and Planning .................................................................................................... 7

Managing Remote Teams .............................................................................................................. 8

Gratitude Empowers Leadership Effectiveness ............................................................................. 8

Leader as Storyteller: Maximizing Leadership Influence Through the Power of Story .................. 9

Giving & Receiving Feedback (for managers and employees) ...................................................... 9

Leading from A Distance ................................................................................................................ 9

Leading Through Transformation ................................................................................................... 9

Managing Millennials ..................................................................................................................... 9

B. Communication Skills ................................................................................................................... 11

Employees Working Remotely (for employees new to working remotely) ................................... 11

Emotional Quotient Practicum ..................................................................................................... 11

Assertive Communication ............................................................................................................ 11

Business Correspondence ........................................................................................................... 11

Executive Communication & Influence ........................................................................................ 11

Indispensable Assistant ............................................................................................................... 11

Interaction Styles in Action .......................................................................................................... 11

Organizational Savvy .................................................................................................................... 12

Resiliency at Work ........................................................................................................................ 12

Self-Management & Use of Time ................................................................................................. 12

Team Effectiveness (with DiSC) ................................................................................................... 12

Working from a Distance ............................................................................................................. 12

C. Conflict Management ................................................................................................................... 12


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Collaborative Partnering .............................................................................................................. 12

From Conflict to Collaboration: Resolution Strategies ................................................................. 13

D. Change Management: .................................................................................................................. 13

Building Acceptance and Overcoming Resistance ...................................................................... 13

E. Project Management .................................................................................................................... 14

Empowering Teams by Leveraging Cognitive Diversity and Personal Style Differences ............. 14

Strategic Planning and Management .......................................................................................... 14

Tools for Managing Projects ........................................................................................................ 14

F. Contracting ................................................................................................................................... 15

Writing Effective Statements of Work .......................................................................................... 15

Understanding & Responding to RFI’s, RFQ’s, and RFP’s ........................................................... 16

G. Financial Management ................................................................................................................ 16

What Can I Do with Money at Year-End? ..................................................................................... 16

What Am I Prohibited from Purchasing with Federal Funds? ...................................................... 16

What Exactly is the Anti-Deficiency Act, and How Does it Affect ME? ......................................... 17

How Can I Understand and Remember the United States Standard General Ledger? .............. 17

What Is A Working Capital Fund, and How Do They Work? ......................................................... 17

2. Investment Summary for Training Courses ................................................................................. 17


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1. Boxer Advisor’s Select Training Courses

A. Leadership and Management

Delivering the Tough Stuff Well Crucial Conversations: Being Tough on the Issues, Not on Each Other

Overview of Course

As organizations, and the people in them, become increasingly interdependent and continue moving

at a faster pace, pressure increases. Such charged environments require that each employee know

and use superior communication skills. Skills that go beyond the ones that most of us have been

taught at younger ages or that we picked up through life experiences.

This session is not about basic communications. Rather, it provides advanced skills which lead to

win/win solutions and decisions that benefit the whole organization. It supplies tools for crucial

conversations that are authentic and aimed at surfacing and resolving core issues, while preserving

effective work relationships.

Enhancing Professionalism and Civility in the Workplace

Overview of Course

Incivility in the workplace can often be due to a misunderstanding of fellow employees’ cultural

background, and can be reinforced with personal biases. Recognizing these behaviors and

addressing them can lead to a more civil workplace.

The objective of this training is to create an atmosphere of inclusion and openness where

constructive feedback and implementation of creative ideas are used to resolve underlying and pre-

existing sensitivity issues. The goal is to achieve an organizational environment where everyone feels

valued and they believe their opinions are sought, valued and implemented. This training is intended

to achieve the following outcomes.

Objectives/Outcomes

• Increase understanding of diversity issues and inclusion issues and goals;

• Build and foster individual and organizational trust;

• Be able to communicate more productively;

• Achieve higher levels of collaboration; and,

• Increase innovation.


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Leadership Excellence

Overview of Course

The Leadership Mastery program is about the “business of leadership.” While many organizations

struggle to find leaders that have core interpersonal skills, still more have technicians in leadership

roles who have difficulty working with peers, across matrix structures, and in sharing business vision

with their stakeholders. At a fundamental level, all leaders have a need to be strong in planning,

organizing, and decision-making – but they must do this in conjunction with others in order to be

successful. The Leadership Mastery program is a holistic skill-building program, using a hands-on,

close-to-real-world business simulation, that increases managers’ and leaders’ business dealings

with others inside and outside their companies.

Objectives/Outcomes

• Define leadership and excellence

• Explain the Supervisory Excellence Model

• Explain the 3 roles of a supervisor and list key skills

• Effectively delegate a task to a staff member

• Use the Situational Leadership Model to effectively lead staff members

• Successfully manage conflict

• Identify your style for managing conflict

Situational Leadership for Employees: Influencing for Results

Overview of Course

Leaders must effectively handle interactions with people who have a variety of styles. While leaders

may wish for commonality, and thus, consistency in the way they deal with others, this certainly is not

the case. Seventy-five percent of the people leaders deal with are different in behavioral preferences

than these leaders. And while there is no best style, interpersonal flexibility creates success in more

effectively dealing with employees, peers, and customers. Leaders can have flexibility to tailor their

speech, body language and approach so that others more readily listen and accept their ideas. These

leaders capitalize on interactions with others, especially in critical business situations – when selling,

delivering performance feedback and providing customer service.

Objectives/Outcomes

• Recognize your own style of interaction and play on your own strengths.

• Plan critical business interactions such as sales calls and customer meetings before they

occur.


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• Increase your chance of influencing outcomes by tailoring your approach to the style of

others.

• Manage interpersonal tension by behaviorally flexing.

• Apply a variety of skills and strategies to handle important interactions.

The Successful Leader

Overview of Course

Leading others comes with many responsibilities and a variety of stakeholders—upper management,

direct reports, peers, internal and external customers and even vendors all have a point of view and

priority for how they will interact with a leader. In this program, leaders explore some keys to having

leadership success, including how to build trust and ways to open discussions with others about

what is working and what isn’t.

Objectives/Outcomes

• Understand the expectations and role of a supervisor in your organization.

• Recognize skills that add to leadership success.

• Know own strengths and developmental areas in carrying out the role of a leader.

Strategic Thinking and Planning

Overview of Course

Most companies invest a great deal of time and resources in creating their strategic plans. After

making the investment, leaders within the organization can walk away feeling overwhelmed, unsure,

and overloaded with information. Sometimes, after all the effort and energy put into developing a

strategic plan, the plan is “put away” and not used as a tool for making business decisions, running

operations, and dealing with customers and vendors. In this program, leaders learn a simplified

strategic planning process with a focus on creating a usable and workable plan that others will

support for its lifespan.

Outcomes/Objectives

• Identify who should participate in the strategic planning process of your organization.

• Conduct research about your industry, customers, and competitors that will give insight to

how your organization should operate.

• Delegate appropriate strategic planning tasks to those closest to the information.

• Recognize when you should revisit your strategic plan to keep it current.

• Communicate the results of your strategic planning process to those who must carry out the

activities.


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Managing Remote Teams

Overview of Course

There are a lot of benefits to working remotely, both for members of your organization and your

organization itself. When your organization has members who are working remotely their can be a

sense of disconnectedness that is not felt when everyone is in an office together. This webinar will

address the potential obstacles your organization may face when working remotely and how to

address those obstacles appropriately.

Outcomes/Objectives

• How to stay connected with your employees and foster good communication

• Set clear expectations and maintain accountability and deadlines

• Adapting meetings to a new virtual format

• Appreciating and taking care of those you work with when you do not see each other every

day

Gratitude Empowers Leadership Effectiveness Leadership is a complex venture. The leadership role can be stressful and draining. How can

leaders sustain themselves and ensure their ongoing effectiveness? Perhaps surprisingly, one

answer lies within the practice of gratitude. What does gratitude have to do with leadership? So

much more than you might think!

An attitude of gratitude and the regular practice of thankfulness allows a leader to psychologically

recalibrate and maintain effectiveness when facing challenging situations on the job. More broadly,

research has clearly demonstrated that gratitude offers benefits to our physical and emotional

wellbeing. Being consciously thankful mitigates the impacts of stress, makes us more effective in

achieving our goals, and contributes significantly to our overall happiness.

Strong leaders know that the foundation of their effective leadership lies in the relationships they

hold with those they seek to lead. The practice of gratitude, within ourselves as well as directed

toward others, strengthens our social bonds, reinforcing the fabric of our connections with others.

This session reveals how leaders can develop a positive energy reserve through the regular practice

of gratitude and explores the value conscious thankfulness brings, both for overall leadership

effectiveness and for modelling and fostering a culture of gratitude within our organizations.

Outcomes/Objectives

• Recognize and acknowledge the value and power of gratitude.

• Explore how the practice of thankfulness amplifies leadership effectiveness.

• Learn how to cultivate a culture of gratitude within teams.


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• Commit to action on applying insights, learnings, and strategies gained through participation

in this session toward growing a practice of gratitude.

Leader as Storyteller: Maximizing Leadership Influence Through the Power

of Story Leadership is influence. Leaders strive to leverage their influence to foster engagement and inspire

performance throughout their workforce and to create compelling vision and drive organizational

change. Engagement, Inspiration, Vision, Change – all are enabled by leaders effectively wielding

their influence. And one of the most powerful, and most ancient, approaches to influencing others is

story.

This session explores the power of story as a tool for leadership effectiveness. Data sets,

spreadsheets, PowerPoints and the like are often employed to drive and shift – to influence –human

behavior but nothing speaks to the human heart, engages human emotions and captivates the

human mind as fully and capably as story.

Outcomes/Objectives

• Explore story as a tool for maximizing leadership influence.

• Understand how leaders apply story toward building engagement, inspiring performance,

enrolling people in vision and driving change.

• Develop insight and skill for crafting powerful stories and identify opportunities for leveraging

story in real life leadership contexts.

• Commit to action on applying insights, learnings, and strategies gained through participation

in this session.

Giving & Receiving Feedback (for managers and employees) One-hour webinars designed for managers to learn how to give formal feedback, especially as

part of a performance review or appraisal discussion, and for employees to learn how to analyze

their own performance.

Leading from A Distance One-hour webinar that covers the core topics leaders can use for a distance working

arrangement to work effectively.

Leading Through Transformation One-hour webinar on how to lead organizational transformation and how to build followership.

Managing Millennials One-hour webinar on dealing with different generations in the workplace and practical strategies

to bridge differences in expectations.


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B. Communication Skills

Employees Working Remotely (for employees new to working remotely)

Overview of Course

Working remotely can be difficult to navigate if you have only ever worked in an office setting. The

change in setting can create a lot of new distractions, frustrations, and communication barriers. But

these issues are manageable and when addressed can make working remotely extremely rewarding.

Outcomes/Objectives

• The importance of communication in all directions

• New ways of collaboration

• How to organize your space and time most efficiently for you

• Achieving and maintaining a work-life balance

• Tips on staying focused and energized

Emotional Quotient Practicum Utilizes a virtual role-playing game to provide participants practice with real-life scenarios.

Assertive Communication One-hour webinar for leaders and others learn how to use an appropriate level of assertiveness

in communicating and use active listening to build understanding.

Business Correspondence One-hour webinar helping individuals improve their writing skills including structuring drafts and

editing. This webinar helps to ensure writing conforms to professional standards.

Executive Communication & Influence Series of three-hour webinars that addresses best practices in presenting your ideas to senior

leaders of organizations—in order to get buy in and specific action from them. Webinars in the

series includes: Clear Messages, Increase Influence and Handling Challenges.

Indispensable Assistant One-hour webinar that helps you learn to clarify expectations and set up-front agreements about

goals, job duties and assignments as an assistant.

Interaction Styles in Action


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One-hour webinar to build influence skills for team members and others using Interaction Styles.

Webinar includes web-based completion of SOLO IS (an online Interaction Style Self-Profile and

Guidebook).

Organizational Savvy One-hour webinar on managing organizational politics in a way that builds relationships and

avoiding barriers to being influential.

Resiliency at Work One-hour webinar to learn the key activities individuals can undertake to support personal and

team resiliency.

Self-Management & Use of Time One-hour webinar to help individuals plan, prioritize and structure their time in order to be most

effective.

Team Effectiveness (with DiSC) A One-hour interactive session for team members to better understand themselves and others

using knowledge of working preferences. This webinar includes completion of and individual

Everything DiSC® report for individuals and review of group report for teams.

Working from a Distance One-hour webinar for remote employees to learn strategies to successfully work remotely

including how to accomplish teamwork and collaboration without having daily face-to-face

contact with others.

C. Conflict Management Collaborative Partnering

Overview of Course

Collaboration is key in the workplace. This course provides suggestions for when and when not to

collaborate. It also gives skills and techniques to increase the effectiveness of collaboration

contributing to overall success.

Objectives/Outcomes

• Provide teams with tools and skills that encourage collaboration

• Encourage collaboration in meetings, decision-making sessions, and team projects

• Effectively communicate ideas and strategies

• Build consensus


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• Build high-trust relationships

• Manage accountability

From Conflict to Collaboration: Resolution Strategies

Overview of Course

All individuals within organizations experience conflict; this is not unusual. What is unusual—and very

effective—is when they and their leaders can handle this conflict in a way that encourages problem-

solving and solutions in which all parties get their needs met. This way of managing conflict creates

lasting resolutions. Conflict can be resolved by using a Communication Cycle that gets at the root

issues and causes of conflict. In this way, conflict does not become a debilitating reason employee

and customer needs are not met.

Objectives/Outcomes

• Use a Communication Cycle to understand the needs of others and to advocate for your own

position.

• Identify a means of resolving conflict appropriate to the situation.

• Recognize different personal styles of handling conflict.

• Manage the strong emotions which arise during conflict.

• Work collaboratively to find solutions that meet the needs of all people involved.

• Handle conflict between groups by using group problem-solving methods

D. Change Management:

Building Acceptance and Overcoming Resistance

Overview of Course

Organizational change is constant, but people react to change with denial or resistance. As a leader

of change, you must help everyone get on board with change for the good of the organization. This

course gives participants the tools to enable them to build trust and commitment and achieve

positive results through change initiatives.

Objectives/Outcomes

• Gain clarity on reasons and reactions to change and the New Workplace

• Moving at the speed of change

• Adapt your communication to gain support for change initiatives

• Embrace change and overcome resistance

• Respond to change resistance and demonstrate change agility


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E. Project Management Empowering Teams by Leveraging Cognitive Diversity and Personal Style

Differences

Overview of Course

This fast-paced, hands-on workshop provides proven strategies and methods for enhancing respect

and civility in the workplace, conflict resolution, cross-cultural communication, and other professional

skills for managers, and targeted exercises for enhancing communication, dealing effectively with

employees/grantees, building effective teams, managing stress and conflict, and moving beyond

bias.

Objectives/Outcomes

• Understand the dynamics and causes of organizational and interpersonal conflict and stress

• Choose from a variety of successful communications techniques to enhance workplace

relationships and stress management

• Develop methods for identifying and addressing communication and conflict

issues/situations.

• Explore workplace diversity, its application at ETA, and current trends and practices in the

federal workplace

• Enhance knowledge and practice of cross-cultural communication on the job.

• Apply conflict resolution and negotiation techniques in work related training simulations.

Strategic Planning and Management

Overview of Course

This overview workshop provides new insights and ideas from a wide range of current strategic

thinking. Participants gain a wider perspective of management practice and get direction on

analytical and organizational approaches.

Objectives/Outcomes

• Identify strategic planning issues to develop a competitive advantage

• Examine the strategic planning process

• Determine the best practices to implement your strategic plan effectively

• Aligns strategic goals by strategy integration

• Learn best practices for strategic planning and why organizations fail at it

Tools for Managing Projects


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Overview of Course

In this highly interactive and hands-on workshop, participants will learn and practice the stages of

project management (planning, executing, and closing) and will be able to approach future projects

systematically. Participants who need project management tools to manage projects that are just

one of many other responsibilities will learn practical, easy to implement tools including: the scope

statement, project kick-off meeting. Work Breakdown Structure, Gantt Chart/Timeline, Action Plan,

and Risk Assessment Matrix, among others. The workshop includes practical tools that will be sent to

each participant electronically, so that they are available for use on the job. The problem-solving and

decision-making modules of the workshop also provide practice and tools in making high impact

decisions and in approaching problems and opportunities in ways that maximize the potential for

positive solutions.

Objectives/Outcomes

• Understand the importance of project management to the continued success of the

department, division, branch, or unit.

• Be able to use the S.C.O.P.E. system for planning and managing projects.

• Know how to use basic and advanced project management tools.

• Manage multiple high priority projects while retaining involvement in lower priority tasks.

• Know how to organize for project management

• Use Excel spreadsheets to define deliverables, assign start/end dates, develop a Gantt

chart, assess risks, and perform other key project management tasks.

• Be able to use Situation Analysis to determine if a situation is a problem, and opportunity,

a decision, or a task.

• Be able to define problem solving and decision making.

• Know the three steps for creative problem solving.

• Know the six steps for systematic problem solving.

• Know three tools for solving interpersonal problems.

F. Contracting Writing Effective Statements of Work

Overview of Course

The Statement of Work (SOW) can make or break an acquisition, so let’s learn to do it right!

Participants of this overview session will review writing each part of the SOW. Participants will also

examine SOWs from a contractor’s perspective: What questions will a contractor have upon reading

the SOW? What inconsistencies cause confusion? What makes a requirement unclear? Through their

analysis, participants will learn best practices for ensuring their SOWs communicate to their intended

audience in order to achieve the best value for their acquisitions. Finally, participants will learn how a


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SOW lives on for the length of the contract. Participants will leave with a general understanding of

how to write a SOW that reflects actual requirements, elicits competitive proposals, and guides

contractor performance—that is a winning SOW!

Objectives/Outcomes

• Why the SOW is important

• How it is used

• How to design it

• How to write it

• How a contract SOW differs from a project SOW

• How to develop your own project SOW

Understanding & Responding to RFI’s, RFQ’s, and RFP’s

Overview of Course

This course provides insights and best practices to effectively creating and managing federal

contracts. RFI’s, RFQ’s, RFP’s are written to gather information from prospective contractors for

services gets your project off to a great start by leading you through each phase of project

management.

Objectives/Outcomes

• Introduction

• What is an RFI, an RFP, and an RFP?

• Acquisition Planning –Picking the right type of Solicitation

• Writing the Statement of Work.

• Define key terms and resources related to each procurement type

• Developing Statements of Work

• Types of Federal Contracts

G. Financial Management What Can I Do with Money at Year-End? Discusses limitations and opportunities to use federal funds at year-end when they are about to

expire.

Runs 45 minutes, followed by a 15 minute Q&A Session.

What Am I Prohibited from Purchasing with Federal Funds?


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Discusses specific legal limitations on use of Federal Funds to purchase certain items. Certain items

are specifically prohibited by law from being purchased with federal money. This seminar covers

each and highlights certain recent cases where the prohibitions were violated.

Runs 75 minutes, followed by a 15 minute Q&A session.

What Exactly is the Anti-Deficiency Act, and How Does it Affect ME? Discusses the specifics of the Anti-Deficiency Act - what violates it, what happens then, and what

punishments are administered.

Covers several recent ADA violations of note.


How Can I Understand and Remember the United States Standard General

Ledger? Provides participants with an understanding of the most elegant financial construct ever devised by

the Federal Government - the United States Standard General Ledger (USSGL). Offers a mnemonic

approach to instantly recalling the structure and explains the purpose and use in federal financial

accounting and reporting.


What Is A Working Capital Fund, and How Do They Work? Provides participants with an understanding of the financial mechanism commonly referred to as a

Working Capital Fund, explaining what they are, how they "work," what is required to establish them,

and the normal benefits (and challenges) they may provide.


2. Investment Summary for Training Courses

All 60 minute webinars are priced at $1,585.

We take our fiscal responsibility seriously.

Cancellation Fees

• There is no cancellation fee if cancellation notification is received 30 days prior to delivery

• There is a 50% cancellation fee if workshops are cancelled within 29-14 days prior to the

workshop

• If the workshop is cancelled 13 days or less prior to the workshop delivery date, clients will

be invoiced for the full amount of the workshop

Period of Performance - We assume that this training will be delivered virtually


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Delivery Location - These sessions will be delivered virtually. We will either use our own technology or

use your virtual training tool.

Copyright/Trademark – Boxer Advisors, LLC and its affiliated organizations maintain Copyright and

Trademark protection on the program materials for which we hold existing copyrights and all related

revisions and supplements and will warrant and defend them from infringement. Specifically, this will

refer to training materials we will recommend for participants.

Materials - Our pricing provides materials for 25 participants.

WEBINAR CATALOG · 2020-05-14 · 1 April, 2020 WEBINAR CATALOG Boxer Advisors, LLC 6701 Democracy...

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