» Training Manuals
This manual, written by Fred Fisher and David Tees, is designed as a practical guidebook for using evaluation techniques to determine the extent to which training has improved the performance of individuals, organizations and human settlements. Evaluation results, in turn, will contribute to the design of more effective training programs.
The series of 15 manuals cover comprehensively the field of local government financial management. They have been developed under the USAID Public Administration program in Slovakia and can be easily adapted to other countries needs. All Slovak examples to be replaced by local examples are highlighted by a Slovak flag. Each manual has two parts: Part I Theory and Part II Interactive exercises for self-study and training events.
The fifteen manuals are:
- Introduction: provides the basic information about the training series in order to be used as effectively as possible.
- Accounting as a Management Tool: concentrates on the development and use of accounting systems as a primary tool for decision-making.
- Financial Policy Making: explores the nature of financial policy and how policies are formulated and used systematically by local governments to guide and direct their financial affairs.
- Financial Planning: examines in depth the process by which local governments anticipate their future financial needs using a variety of planning and forecasting methods.
- Operating Budget: concentrates on the annual operating budget and its use as a primary financial planning and management tool as well as for estimating annual income and controlling expenditures.
- Capital Programming: examines the process of planning for the financing of future physical development needs to ensure that construction priority and schedules are coordinated with the availability of needed financial resources.
- Debt Management: is concerned with the way local governments can direct and control the issuance and retirement of debt as provided by law and good professional practice.
- Cash Management: describes in detail how to provide the cash needed to finance current operations while obtaining an optimum return on investments of idle cash consistent with the law and council policy.
- Revenue Maximization: examines how to make productive use of available revenue sources and to plan improvements in the existing revenue structure consistent with the law and council policy.
- Cost Containment: details the methods used by local governments to hold down or reduce the cost of governmental programs and services.
- Procurement: reviews in detail the lawful, efficient and ethical procurement of goods and services by a local government including a step-by-step tour of the public procurement cycle.
- Performance Measures: describes the use of performance measures to determine if and how well the intended purposes of local government are being achieved and how to set up a performance measurement system.
- Construction Cost Management: examines the process for planning and managing the cost of public works projects through the use of a five-phase cycle which stresses the importance of obtaining good value for money spent.
- Citizen Participation: provides a guide for local government officials in their efforts to involve citizens in a timely and constructive way in the development and implementation of public programs.
- Grants Management: offers advice for obtaining grants from outside funding sources and how grants of public funds can be used by a local government to achieve desired public objectives through their institutions
This series of six manuals have been developed under the USAID Public Administration Program in Slovakia, by Fred Fisher and David Tees, based on a previous manual developed for UN Habitat “Guide for Managing Change fortrainers and urban managers“. The six handbooks have each two parts, part I Concepts and part II Training exercises.
The titles are:
- The Evolving Roles and Responsibilities of the Local Governments Manager
- The Manager and the Organization Culture
- The Manager as Organization Change Agent
- The Manager as Visionary Strategist
- The Manager as Staff Developer
- The Manager empowering self, the organization and the community
The series of Manuals have three main topics:
- Human Resources Management
- Financial Resources Management
- Outreach Communicating and Influencing
Each of the three Training Manuals have two parts: Part I with concepts and strategies associated with the topic and Part II including various training and management tools for applying the concepts in the organization operation or in training programs.
The manuals include:
- Human resources Management: Perspective on managing and developing human resources, Establishing competitive wage benefit packages, Steps in the hiring process, Strategies for developing staff performance, Establishing and implementing a performance appraisal system, How to manage disciplinary, Termination and downsizing situations, How to write an employee handbook, How to write job description, Assessment toll for analyzing the organization HRM system and procedures, Employing and developing volunteers.
- Financial Management: Transparency, sustainability and accountability – the three principles underlying NGO Financial Management, Financial records and reporting system, Annual budgeting process, Developing and managing cash flow, Purchasing, Internal controls, Managing goods and equipment, Auditing and financial possibilities, Self assessment instruments on financial management, Organizational strength and integrity, Developing a business plan based on the organizational assessment results, Financial record keeping, annual and cash flow budget preparation.
- Outreach Capacity: Communicating and influencing processes, Inter-personal and inter-organizational communication strategies, Media relations, How to package information to reach clients, Networking, The role of visioning and having a strategic thinking, How to influence the public policy process, Lobbying skills as part of the influencing process.
The manual is elaborated by dr. Artashes Gazaryan, from Lithuania, School of Democracy and Administration, Klaipeda. He developed this manual at FPDL initiative, for the use of trainers and training organizations, members of the Regional Program “Working Together” network.
The Manual includes the following main concepts:
- Organizations as Living Organisms
- Understanding Basic Forms of Organizational Behavior
- Mission of Management and Managerial Capacity Concept
- Informational Processes in Organizations
- Co-operation and Synergy
- Organizational Structures and Procedures.
- Team Work and Empowerment.
- Leader’s New Role
- Customer Service and Quality Assurance – TQM
- Implementing Organizational Learning
- Mission and Products of Organization. Building Organization from Outside
- Organizational Assessment and Problems Diagnosis
- Strategic Management of Organizational Changes
- Implementing Organizational Learning
- Mission and Products of Organization.
- Building Organization from Outside
- Strategic Management of Organizational Changes
- Training for Organizational Development.
– a Practical Guide to Cure and Prevent Corruption in Local Governments and Communities
The manual is inspired by the book “Corrupt Cities – a Practical Guide to Cure and Prevent Corruption” by Robert Klitgaard, Ronald Maclean Abaroa and Lindsey Parris.
The manual is elaborated at FPDL initiative, based on trainers’ interest expressed during the 2004 Annual 8th Meeting, in which Ronald Maclean Abaroa, former mayor of La Paz, was invited to present his book and the innovative approach he applied in curing and preventing corruption in his city and local government. Trainers understood how corruption was successfully addressed using participatory strategic approaches that:
- Changed corrupt systems not (only) corrupt individuals
- Identified and treated with priority the most dangerous forms of corruption
- Elaborated short, medium and long term objectives
- Involved in the process staff, citizens, businesses and other public institutions
They also understood why many anti-corruption campaigns failed due to their exclusively legalist or moralist approach.
The manual “Restore the Health of Your Organization” was elaborated in English language, in the period September 2004 – August 2006, and has two volumes:
- Volume 1 – Concepts and Strategies by Fred Fisher
- Volume 2 – Process Facilitation Tools by Ana Vasilache and Nicole Rata
The manual focuses on the process of intervention in organizations in order to cure and prevent corruption, as well as on the tools that can support the planning and implementation of this process.
Through LGI support the manual was translated in different languages
Fred Fisher and David Tees developed this series of five handbooks as a skill building program specifically to benefit public managers with Operations and Maintenance responsibilities. The program consists of two workshop designs: one is Classroom based, the second places participants in consultant roles applying their TQMn skills in collaboration with the managers of a host local government.
The five handbooks are:
- Reader on Concepts and Strategies with Case Study. TQMn, Vol. 1
- Participant’s Pre-Workshop Assignment. TQMn, Vol. 2
- Blueprint for Action: Participant’s Workbook. TQMn, Vol. 3
- Workshop Agenda. TQMn, Vol. 4
- Workshop Agenda with Trainer’s Notes. TQMn, Vol. 5