CLO

Chief Learning Officer

Catalog of Available Courses and Workshops

Below are the titles of seven online courses and/or workshops that are available from Lowther7, LLC Catalog descriptions, learning objectives, and details for each are provided separately following this listing.

Creating Successful Talent Within Your Firm

Available online or by appointment.

Embracing Sustainability in the Workplace

Online only - Instructor-led.

Cyber Security for Small Businesses

Available online or by appointment.

Developing Online Courses

By appointment only - Instructor-led.

Contact us about your workshop questions today; we're happy to help!

Creating Successful Talent Within Your Firm

Description:

This workshop provides practical approaches and tools addressing your firm’s professional talent development challenges. Using a 7 step methodology we will address the why, how, and what to do for staffing development. The workshop will cover areas such as graduate development curriculum, technical skills, client presentations, project management, leadership development, and on-boarding, as well as requirements for licensure and certifications. This workshop addressed the "how-to's" about developing and implementing an effective internal firm-wide, professional training and development program.

Knowledge Level:

This program is structure for Practitioners and Advanced levels. This program is for everyone within the firm responsible for effectively matching people to resources needed to achieve the team member’s professional goals while achieving the firm’s strategic and business goals.

Course Design:

This 8 hour workshop is designed to be delivered on-site. This program has been successfully delivered in a firm with multiple offices using a blended delivery approach. The program allows for Q&A and includes a personalized plan of action.

Learning Objectives:

At the end of this program you will be able to:
1. Identify 2 performance elements of your in-house education program in terms of the firm's strategic and business goals.
2. Determine appropriate development method(s) of your firm’s unique technical or design educational content to advance your firms agenda.
3. Differentiate the most effective delivery method(s) for your firm’s top development priority.
4. Define 4 criteria for use of a master evaluation tool that will guide you in continuously improving your program.

This Course is recommended for:

* Individuals and project teams to supplement a design firm's internal curriculum.

Faculty:

Thom Lowther, Ed.S. Has been involved with the professional development of A/E and design professionals for more than 20 years. Thom is currently the owner and CEO of Lowther7, LLC, a small Veteran owned training and consulting firm. Thom has served as the Senior Director of the American Institute of Architects (AIA) Continuing Education System (CES). He managed the AIA/CES Firm Leadership Symposium series and the AIA/CES Award of Excellence program. He served as staff liaison on the Advisory Panel for Professional Development of the Union of International Architects. With the AIA, Thom worked with 43 state licensing boards to establish mandatory continuing education requirements for architects and engineers. As Vice President of Education at the U.S. Green Building Council, he was responsible for the oversight of LEED related education for design professionals. Following the USGBC Thom was the Americas Region, Learning and Development Associate with the global engineering and design firm, Arup. Thom is a contributing author to the PSMJ Resources monthly newsletter and a Jury member for the 2015 & 2016 LearningElite Awards sponsored by CLO Media.

On-site minimum of 10 participants required to book this workshop.
Contact us about your workshop questions today; we're happy to help!

Embracing Sustainability in the Workplace

Sunset Beach, San Diego - Photo permission of Tiffany Elbogen

Description:

It’s a smart business practice and the right thing to do. Find out how to implement sustainability solutions for your workplace. Gain practical information for yourself and your employees to begin on Monday morning. Brand your organization in the world of environmental stewardship. Your instructors will detail and deliver practical approaches and applications toward implementing sustainability with guidance in planning procedures.

Take back practical tips on operating your indoor environments to consider air, water, lighting, fitness, nutrition, mind and comfort. For anyone pursuing a career in a company or in government where there is an effort to build awareness and to gain a deeper understanding of the importance of environmental stewardship and overall social responsibility.

Agenda: One Unit introduced each week.
Unit 1: The Business Case for Sustainability
-Concepts of Triple Bottom Line: People, Planet, and Profit.
-The Return on Investment ( ROI )
-Human Capital Indicators and Employee Engagement
-Transparency for Stakeholders
-Reducing Energy Use Saves on the Bottom Line

Unit 2: An Internal Sustainability Plan
-Initial Assessment of Current Business Model
-An Office Task Force is Essential
-Designing a Mission Statement
-Basics on Environmental Accounting and Reporting
-Monitoring and Evaluation

Unit 3: Wellness in the Workplace
-New Value Proposition for Well Offices
-Wellness Concepts: Air, water, light, fitness, nutrition, comfort and mind
-Risk vs Reward of Wellness Features
-Sick Building Syndrome

Unit 4: Inner Company Initiatives That Work
-Office Procedural Strategies
-A Strategy for Resource Management
-Assessing Current Supply Chain and Purchasing Procedures
-Tools to Track Sustainable Products and Verify Healthy Purchasing
-Suggestions For Greening Your Office

Knowledge Level:

This course is intended as a introduction to sustainability practices in the work environment.

Program Design:

This instructor-led course is delivered on-line 24/7. Approximately 16 hours over a 4 weeks. Highly interactive with individual activities, group discussions and faculty feedback. Brand your organization in the world of environmental stewardship. Your instructors will detail and deliver practical approaches and applications toward implementing sustainability with guidance in planning procedures.

Learning Outcomes Related to The Business Case for Sustainability:

At the completion of this course you will:
1. Know how to engage staff and co-workers to concentrate on efficient environmental practices and to develop internal planning and policy procedures.
2. Have the ability to implement sustainable business procedures and policies with practical applications.
3. Know how to measure and monitor the effectiveness of company office sustainability procedures.
4. Be able to identify the benefits of implementing healthier building renovations, establish energy saving policies, develop greener purchasing, water and waste procedures and initiate green fleet initiatives.
5. Know how to apply practical approaches and resource conservation measures that affect corporate culture.

Next available course:

• Monday, November 5 until Saturday, November 30, 2018.

• To register - go to YouGotClass/

Faculty

Kelly S. Gearhart

LEED Fellow, LEED AP BD+C, LEED AP O+M, a Principal with Triple Green Building Group, a green building consulting firm with locations in the San Francisco Bay area, Savannah, Georgia and Sophia, Bulgaria. Gearhart is a USGBC LEED Faculty member, Instructor for the University of California, former Manager of Commercial Green Building Services at Southface Energy Institute, Inc. and has been involved with green building education, technical assistance, and leadership since 2005. Accredited in the new Building Design + Construction and Existing Buildings: Operations + Maintenance programs, she has taught over 50 full-day and multi-day LEED courses, facilitated seven full-day and multi-day green building charrettes, presented at 12 conferences, consulted with more than 100 clients on green building strategies and worked on 25 LEED registered and certified projects across the U.S. and internationally.

Kerry Mitchell

Has authored over 150 hours of content on sustainability planning metrics. She teaches employees, affiliates and stakeholders about how the metrics of sustainability will provide measurable results.

Contact us about your session questions today; we're happy to help!

Cybersecurity for Small Businesses

Description

Cyber attack! It’s in the headlines nearly every day. Cybersecurity, or lack of is affecting thousands of business and individuals daily. We don’t all have the benefit of an IT department to protect our daily operations. What can you do to protect against a cyber theft affecting your monetary, operations, client information, or intellectual property? Learn to analyze potential cybersecurity threats and solutions that can be applied to your and business. Understand how to manage cybersecurity measures that are critical to maintaining your business operations and continuity. Determine how and when to call in law enforcement for cybersecurity issues. Identify action steps that can be taken to protect your data, designs and drawings from security threats and data breaches.

Knowledge Level:

This course provides and introduction and basic information to assist you in the cyber protection of your business.

Program Design:

This instructor led session is designed to be delivered on-line in a 1 hour time frame, or in-person in a 1.5 hour interactive format. While there will be time for questions the focus will be on understanding the fundamentals, functions, comparing and contrasting various scenarios.

Learning Objectives:

At the end of this program you will be able to:
1. Correctly classify the type of attack as one of: physical, remote, phishing, malware, or social engineering - given an attack scenario.
2. Correctly classify the scenario as a primary data breach or not - given an information exchange context and scenario.
3. Design an example social engineering attack, including fictitious company, information target, sample script, and fallback exit.
4. Search online for resources (keywords, context) and identify which ones are appropriate / helpful for a given need, purpose or situation.
5. Differentiate various Shareware and social media - impact, importance and pitfalls.

This Course is Recommended:

• Online for individuals or small work teams.
• For Regional, State or local association events.
• To support a firm's or small business Talent Management efforts.
No participant minimum required to book this session.

Faculty

Katin Imes is an experienced software developer, project manager, and a UX/systems designer. His passion and mission is creating access to the skills, tools, and knowledge that let people thrive in the Information Age. Specialties include: social networking software systems, online courses and LMS (Learning Management Systems), CMS (content management systems), online communities, e-commerce, Drupal, and Open Source. He has developed and managed web systems since 1996, the earliest days of the web, including server operations, hosting, security and encryption, e-commerce, and advanced back-end functionality.

Improve Individual and Team Performance

PerforMore leverages your existing successes, unique strengths and diverse experiences in order to design a personalized roadmap. Our coaching programs are designed and delivered with expert guidance for individuals that have a desire to reach new personal levels of success. This is achieved through the M.A.D.E.S Coaching Model and energy leadership coaching. Energy leadership coaching is a process that develops a personally effective style of leadership that positively influences and changes not only yourself but also those with whom you work and interact.

Gamification as a Situational Learning Tool

Photo by by azwaldo

The use of games or gamification for learning enhancement is not new in education. During the past few years however, there has been a renewed interest in gamification due largely to the new technologies that has become available. If you Google “gamification” it displays more than 700,000 results. Unfortunately too many people create educational games so that they can demonstration a technology rather than because it is the correct tool to improve or increase knowledge or a competency. Before selecting any delivery tools consider context and learning situation.

Working with several different organizations this past fall I realized the term gamification has very different meanings to different people. So for those of you reading this blog let’s establish a common definition used by Wikipedia. Gamification is the use of game thinking and game mechanics in non-game contexts to engage users in solving problems and increase users' self-contributions. Gamification has been studied and applied in several domains, with some of the main purposes being to engage, teach, entertain, measure[, and to improve the perceived ease of use of information systems.”

In the January 2015 issue of Chief Learning Officer is an interview with Jake Orowitz, Head of Wikipedia Library. In the interview Orowitz explains how Wikipedia uses gamification for situational learning to onboard volunteers, sharing the process related to editing material.

There are several interesting business case studies that use Gamification to enhance learning. For Microsoft the situation was to create a bond between the consulting business’ senior managers and to use the opportunity for content delivery and learning, bringing management up to date on the vision, financial results and strategy for the year. A full gamification solution considering context and situations was designed to motivate participation in the event, measuring engagement with the content presented and creating team spirit within the ad-hoc teams formed during the process. As a part of the process the tools to deliver the content were selected using mobile phones and tablets.

Another situation called for improving a course designed for those learning how to specify building materials for the new LEED MR Credit: Building product disclosure and optimization credit, under the Health Product Declaration (HPD) option. A collaborative team between Expedition21Media.com, Lowther7, LLC, and GreenCE was created to meet the challenge. It was determined by the team that a good way to increase learning and have participants better demonstrate competency was to imbed a mini-game in the course at a point after students learned how to specify building materials. To see the results for yourself play the free version of the LEED Materials Credit mini-game!

For the last three decades the popular workshop, the Accounting Game was offered by Educational Discoveries, Inc. and Professional Training International. The situation called for assisting non-CPA’s to understand basic accounting and balance sheet practices. The one day, on-site workshop used a simple lemonade stand business simulation format.

As I stated at the beginning of this blog post, the use of games or gamification for learning is not new to education. One of my first graduate courses was how to create and use games to promote learning, develop skills, and improve competencies. Kevin Werbach and Dan Hunter have written a book entitled, For the Win: How Game Thinking Can Revolutionize Your Business (Wharton Digital Press, 2012).

Through Wharton – University of Pennsylvania and Coursera, Kevin Werbach, offers the free course, Gamification. It is the application of game elements and digital game design techniques to non-game problems, such as business and social impact challenges. This course teaches the mechanisms of gamification, why it has such tremendous potential, and how to use it effectively.

Developing Online Courses

Description

This workshop covers the nuts and bolts of getting your first online course developed and deployed, including:

  • components and costs
  • evaluating staffing requirements
  • structure and design
  • course conversion (from live format)
  • options for audio and video production
  • testing and assessment online
  • platforms and server options
  • getting feedback
  • mastering revision cycles
  • licensing and profit projections

You'll leave this live workshop with a complete development plan and timeline for at least one of the courses you'd like to put online. Our experts will walk you through the entire process, helping you make decisions while supplying you with data and how it applies to your situation. Learn about a breadth of approaches and case studies from others in the workshop as they build their course development plans alongside you.

Knowledge Level

This is an awareness level workshop. We encourage instructors at the practitioner and mastery level with little or no online experience to participate.

Workshop Design

This is an instructor led course designed to be delivered either on-site or via web video conference in 4 or 8 hour time frames.

Learning Objectives

At the end of this workshop you will be able to:

1. Describe the various operational and material components of an online course.

2. Determine which online system features would be incompatible together and which would be appropriate for a given course.

3. Research and evaluate various platforms for online presentation and course management and determine a good fit for your project.

4. Create a course outline action plan specific to your organization, including estimated budgets.

This Workshop is Recommended:

• Customized and available online for small teams.
• For Regional or State association events.
• To support a design firm'€™s internal administrative and instructor training.
• To support a product or service manufacturer'€™s administrative and instructor training.

Faculty

Katin Imes
Minimum of 8 participants required to book this session.

Watch for our annual offering of this workshop on the west coast. Contact us about your workshop questions today; we're happy to help!

Building a Design Firm'€™s Professional Development Program - Need Assessment and Analysis

Photo of computer showing data analysis display

Successful professional development programs require a system for identifying and analyzing educational needs that relate a firm's overall strategic plan. It is important to assess the learners' educational and professional development needs both short-term and long term.

In part three of this eight part series I have assembled requirements from several prestigious organizational award programs that appear with consistency. The self-assessment guidelines presented in this piece are intended to assist those individuals who are responsible for establishing and operating an Architectural/Engineering Design and Consulting Firms'€™ professional education department. The recommendations provided are organized in a manner that should be used as general guidelines to establish, organize, and manage the organizational structure of the firm. This assessment tool is not intended for the design or development of any individual course, certification, skill or professional program.

KEY 2: Need Assessment and Analysis
Here we examine the firm’s structure for gathering appropriate data and analyzing the firm’s educational needs and the staff member’s professional development. This section provides recommendations for how the firm configurations short and long - term education needs and professional development planning using multiple need assessment approaches.

The selection of information and data collection is critical to building a strong program foundation. How well does your firm match up?
1. There is an established process I place to determine what program evaluation information should be collected.
2. At least 3 different tools are used to collect supporting data to determine learning needs.
3. A review process is in place to determine appropriateness of educational information and activity content.
4. Staff members of the targeted profession (architect, engineer, interior designer, landscape architect, graphic designer, IT support, etc.) are included in the assessment process to determine learning needs of the audience.
5. There is an established process to determine what data will be shared and how it will be reported.

Regarding Data Analysis:
6. There is an established process to determine what program evaluation information should be reviewed and maintained.
7. There is an established process to determine who should review the data.
8. There is an established process for determining how comparative data will be used to measure performance.
9. Annually, the firm shares action(s) taken by the Learning and Development team that impacted the firm, based on business performance results.

Sources:
Using the Baldrige National Quality Award and IACET as models, a special task force created the AIA/CES Award for Excellence for The American Institute of Architects, Continuing Education System. This program was used as a cornerstone for building a national continuing education program that shaped education offered in the Architecture, Engineering, and Construction (A/E/C) industry. Today, other learning and development award programs such as the ASTD-Awards/Best-Awards and the Chief Learning Officer, CLOmedia Awards are also being used to elevate the practice of learning and development.

Building a Design Firm's Professional Development Program -€“ Evaluation and Improvement

Photo of an evaluation form

This final segment of an eight part series covers evaluation, feedback, and continuous improvements. As before, I have assembled requirements from various award programs that appear among several prestigious organizations with consistency. My intent here has been to provide a self-assessment tool that can be used to help improve and more effectively manage a firm's professional education department.

All successful programs include an evaluation and feedback process. A system should be established that will evaluate each course, service or product against (Key 3) measurable short and long-term educational goals using performance projections. Don'€™t collect data just because you can. Collect what you need to help make informed decisions. And if you collect it, don'€™t ignore the information and let it collect dust. Use the information to continually improve your program, build your reputation as a quality organization, and become more profitable.

KEY 7: Evaluation and Improvement

This section provides a list of award winning recommendations for the areas of educational evaluation and program improvement. For each section below there is and established process.

Selection of Information and Data Collection
1. Determine what program evaluation information should be collected, maintained, and reviewed.
2. Addresses the methods used to evaluate the quality of the education program.

Evaluation and Review of Educational Performance
3. Determining comparative data to be used to measure performance.
4. Evaluation of the educational system with identified areas for improvement.
5. Determining how learning activities reach their stated objectives.

Education-Specific Results
6. Evaluate performance results for education services, programs, certification, and licensure compliance.
7. Using information to improve program effectiveness.
8. Keeping current with the changing educational needs of the audience.

Accessibility and Complaint Management
9. Providing access and information to participants who seek assistance or voice complaints about the educational activities.
10. Ensures that complaints are resolved effectively and promptly.

Feedback and Continuous Improvement
11. Insures information is and data shared and reviewed by leadership, and appropriate committees and individuals with the expectations of continual improvement.

Sources:
Using the Baldrige National Quality Award and IACET as models, a special task force created the AIA/CES Award for Excellence for The American Institute of Architects, Continuing Education System. This program was used as a cornerstone for building a national continuing education program that shaped education offered in the Architecture, Engineering, and Construction (A/E/C) industry. Today, other learning and development award programs such as the ASTD-Awards/Best-Awards and the Chief Learning Officer, CLOmedia Awards are also being used to elevate the practice learning and development.

Overlooked Internal Training Sources for A/E Firms

Use Professional Presentations for Internal Development

This summer I was reading a firm’s internal newsletter and noticed that there were at least sixteen instances of the firm's staff providing presentations and white papers at a variety of fall, national and international conferences and workshops. Some of the professional associations that were hosting these events would be recording the presentations. In a few instances these recorded presentations would later be converted to recordings or webinars and sold for a profit by the association or organization.

Having worked with associations for many years I realize that some associations rely upon the professional members to give back to the profession by sharing their knowledge. I believe that this is a great service and I encourage professionals to share their knowledge and research with the industry that they represent. This knowledge sharing process has been going on for decades with the A/E industry. It has been a win-win for the professional and the association. The professional is provided a platform upon which she/he can share their knowledge, research and opinions. The association wins by being viewed as a reliable source of knowledge within the industry, and in some cases receiving a revenue source for providing seminars, workshops, recording and webinars to the profession.

The source of the knowledge most certainly comes from the professionals and the firm that support the research and experience. The winners here are usually those professionals who sit in attendance during the conference or workshop or who later purchase the video or webinar. What is so often missed – the professional’s presentation that is recorded at a conference for future redistribution and sales is not captured by the very firm that supports the professional’s research and experience in the first place. To add to the problem, the firm usually has to pay additional fees for their other employee members who want to hear or view the recorded presentation given by their fellow employee. In other words, firm end up paying the association for a copy of the recording or webinar that was provided by their own employee.

Professional development within an A/E firms has evolved during the past decade. It is time to re-think how A/E firms share and distribute their intellectual property with professional associations. I offer two suggestions to this dilemma.

One, the firm’s legal department should create a contract that predetermines use, sale and resale of related material of any presentation that is recorded by an association or hosting organization. If the original presentation is going to be recorded and used in any way as a revenue source for the association or hosting organization, then at a minimum a copy of the presentation should be provided to the firm for its own internal use and training.

A second option, the firm could record the presentation themselves and copyright the material. They could then distribute the material internally for reuse, internal training and sharing of select material with their clients. By copyrighting the presentations the firm could shape how the material might be used or redistributed by another organization at a later date. .

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