Schedule

Attendees will receive 16 hours of hands-on practical training that they can put into use immediately upon returning from the workshop.

At the conclusion of the training, each attendee will receive a Certificate of Training with the earned CEU Credits, plus a memory stick containing a copy of the presentation and the handouts that are presented during the workshop.

Day 1

May 20, 2025 8:30 a.m. - 5:30 p.m. (Lunch Provided)

Strategic Planning
- Mission Statement
- SWOT Analysis
- Goals & Objectives
- Three-year Strategic Road Map
- One-year Initiatives
- Detailed Project Plan
- Short - Medium - Long Term Goals
Financial Management
- Annual Operating Plan (AOP)
- Expense Report
- General Ledger
- Department Chargeback Process
- Capital Planning
- Finance Representatives and Services
Organizing
- Design
  - Organizational Chart
  - Policies
  - SOPs
  - Instrument Procedures
  - Internal Quality Agreement
  - Audit Tips
- Culture
  - Manager Philosophy
  - Components of Leadership
- Social Networks
  - Customers
  - Department Web Site

Day 2

May 21, 2025 8:30 a.m. - 5:30 p.m. (Lunch on your own)

People Management
- “Some Human Aspects of Organizing”
  - Staffing
  - HR Planning (Interview Worksheet)
  - Orientation and Training (New Employee On-boarding)
  - Appraising Performance
  - Committees
    Project Teams
- Employee Engagement - Global Voices
- Art of Delegation
  - Situational Leadership
  - Harvard Business Review Article: “Management Time: Who’s Got the Monkey”
  - Decision Making
  - The Art of Persuasion
- Groups and Teams
- Training
- Knowledge Management Technique
- Customer Training
Performance Metrics
- Business Metrics
- Lab Metrics
- Customer Survey
- Importance of Equipment Database
- Data Presentation Tips

* NOTE: This is a management-focused course. It is focused on general management that is applicable to all calibration, testing, maintenance, and analytical lab managers, supervisors, and quality assurance representatives, regardless of whether they are IndySoft users or not. If you are interested in training on how to best utilize IndySoft to maximize the efficiency and effectiveness of your lab, please contact us at sales@IndySoft.com and we will be happy to discuss your goals and will design a training specifically for your company.