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Promoting Local Economic Development through Strategic Planning

William Trousdale, Canada, President of Ecoplan International, developed this manual under the guidance and coordination of the UN HABITAT Training and Capacity Building Branch – TCBB.

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Organizational Development

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.
  • Re-engineering
  • 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.
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NGOs Capacity Building

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.
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Municipal Management Training Toolkit

This Training Toolkit was developed by Ana Vasilache for UN-HABITAT Kosova

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Multimedia Interactive Learning Course

It describes the successful experience of Mayor Ronald MacLean Abaroa in addressing corruption in his city and local government, in La Paz. You can learn about the process, the results and the theoretical background on which relied the successful intervention.
Open MILC – English Open MILC – French

Training Needs Assessment

This publication, written by Fred Fisher, is intended for use by managers of operating agencies as an aid in making training decisions and by training institutions as a guide for upgrading their training programs.

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Evaluating Training’s Impact

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.

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Local Government Management

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
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Local Government Financial Management

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
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Guide for Managing Change

This manual was developed by Fred Fisher for UN HABITAT.

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Ethnic Diversity and Conflict Management

This Manual was developed by Ana Vasilache for Managing Multiethnic Communities Program (MMCP) of LG.

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Elected Leadership Series

13 Handbooks have been written by Fred Fisher and David Tees, to cover eleven different roles performed by the local elected councilors: 11 handbooks, a trainer’s guide and overview document. Each handbook has two parts: part I contains concepts included in a self-study essay describing the role and part II training designs/exercises to be used by trainers.

The user-friendly training package, can also be used as a practical on-the-job guide.

The 13 handbooks titles are:

  • Trainer’s guide for training of elected officials
  • Handbook 1: Perspectives on training elected leaders
  • Handbook 2: The councilor as policy-maker
  • Handbook 3: The councilor as decision maker
  • Handbook 4: The councilor as communicator
  • Handbook 5: The councilor as facilitator
  • Handbook 6: The councilor as enabler
  • Handbook 7: The councilor as negotiator
  • Handbook 8: The councilor as financier
  • Handbook 9: The councilor as overseer
  • Handbook 10:The councilor as power broker
  • Handbook 11:The councilor as institution builder
  • Handbook 12:The councilor as leader
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Efficient Partnerships

This Manual was developed by Ana Vasilache for the RCSS (Romanian Civil Society Strenghtening) Program funded by USAID and managed by World Learning for International Development.

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Developing and Managing Codes of Ethics

The series of Manuals have three main topics:

Human Resources Management
Financial Resources Management
Outreach Communicating and Influencing

The manual is aimed to support the development of Codes of ethics and enforcement systems in the public service, in order to improve the transparency and accountability of local governments, as tools to prevent and fight corruption. The manual contains three distinct and interrelated parts.

Part One: A Guide for Reflecting about Ethics includes a wide range of concepts, strategies, standards, principles, historical happenings, for those who intend to develop and implement a code of ethics within their profession.
Part Two: A Guide for Planning an Ethics Course of Action proposes a series steps designed to help professional associations to go through the process of a Code of Ethics elaboration
Part Three: A Guide for Managing a Profession’s Shared Commitment to Ethics describes ICMA experience in managing and enforcing a professional code of ethics on a daily basis.

The manual author is Fred Fisher, and it was developed in the frame of the Regional Program “Working Together”, in collaboration with UN HABITAT and with LGI financial support.

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Designing Human Settlements

Fred Fisher and David Tees have written both volumes:

Vol. 1 – Case Study
Volume one is a case study about a capacity building institute from a hypothetical European country that leaves the traditional mode of offering standardized training programs and moves to customized demand-based and client centered problem-solving management and leadership training and institutional development.
Vol. 2 – Training Tools
Volume two contains a set of tools that will help trainers in building successful training and organizational development programs. The tools are arranged so that the trainer will know which one works best for what task. Tools are cross-referenced with the case study in Vol.1.

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Corrupt Cities – a Practical Guide to Cure and Prevent

by Robert Klitgaard, Ronald MacLean abaroa and Lindsey H. Parris

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Building Bridges Between Local Governments and Citizens

Fred Fisher wrote these manuals in collaboration with David Tees from Texas University, Kinga Goncz and Dusan Ondrusek from the Partners Centers network. They have been developed under a program initiated by FPDL and financed by LGI and UN Habitat.Each volume is structured in Part I Concepts and Part II Training Toolkit,focusing on the two main fields of knowledge and skills necessary to help local governments and citizens resolve/ lower the level of conflicts or prevent them.

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