Explore leadership, financial, human capital, and technology management basics to help guide organizational success using a unified strategy.
This course offers a comprehensive exploration of the basic principles of leadership and management, financial management, human capital management, and guidelines for managing technology in the workplace. Participants will develop a solid understanding of key concepts and strategies to effectively lead and manage organizations, allocate financial resources, optimize human capital, and leverage technology for organizational success.
Target Audience
This course is appropriate for employees who are not currently in a position of leadership. This includes people who aspire to leadership positions in the future, have been identified as potential leaders, or anticipate moving into a leadership position within the next five years.
This course includes:
- 1 day of live, project-based training from experts
- Proprietary workbook included
- Verified digital certificate of completion
- Learn at an accredited institution
- Credits: 0.6 CEUs
- Small class sizes
What You'll Learn at a Glance
- Analyze basic principles of leadership and management.
- Describe basic principles of financial management.
- Describe basic principles of financial management.
- Analyze approaches to human capital management.
Course Syllabus
Module 1: Basic Principles of Leadership and Management
- Differentiate leadership and management, and when to employ each to achieve mission objectives.
- Identify characteristics of effective leaders (e.g., adaptability, continuous learning, teamwork, mentoring).
- Identify characteristics of effective management (e.g., setting priorities, engaging employees, organizing work, enabling resources).
- Recognize shared skills and challenges and how blending leadership and management supports accountability and results.
Module 2: Basic Principles of Financial Management
- Define financial management and stewardship, including planning, control, communication, cost-effectiveness, evaluation, and staffing.
- Identify key stakeholders (budget analysts, accountants, economists, financial analysts, auditors) and their roles.
- Apply ethical standards and internal controls (OMB A-123, GAO standards) to promote transparency, accountability, and fiscal responsibility.
- Explain the roles of budgeting, financial reporting, auditing, and financial controls, and reforms stemming from the CFO Act.
Module 3: Approaches to Human Capital Management
- Define human capital management in the federal context and its value in maximizing workforce impact.
- Detail core practices: talent acquisition, onboarding, training and development, performance management, and employee engagement (e.g., FEVS).
- Use OPM’s Human Capital Framework (Strategic Planning & Alignment, Talent Management, Performance Culture, Evaluation) to close competency gaps and plan succession.
- Assess strengths and weaknesses across recruiting/retention, succession and knowledge management, and competition with the private sector.
Module 4: Basic Guidelines for Managing Technology in the Workplace
- Explain how technology improves efficiency, productivity, and service delivery (automation, integrated data, AI/analytics, monitoring).
- Identify challenges and risks: cybersecurity, IT modernization, investment/project management, regulatory requirements, and remote/hybrid work.
- Outline IT governance domains and principles (value, alignment, performance, resources, risk; ISO/IEC 38500).
- Establish and maintain key policies and procedures (acceptable use, data classification, remote access.
