# Principles of Managing Organizations Course (Self-Paced)

Canonical URL: <https://training.sdfm.org/courses/principles-of-managing-organizations-course-self-paced>

## Overview

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.

## What you'll learn

- 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.

## Curriculum

#### 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,

## Pricing

**Tuition:** $649