Goal setting

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!

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.

Building a Design Firm'€™s Professional Development Program - Strategy

Photo of Strategy Outline

I have been designing and managing organization-wide professional development programs for years. Early on I figured that to reach high standards I should try to model my programs after some of the best in the business, so I would regularly pull ideas from different industry award program guidelines and applications. The various awards programs used buzz words and phrases like: Excellence; quality and total quality management (TQM); the customer is always right; best practices; and elite programs.

In part two 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 1: Strategy:

Overall, work to gain a commitment at all levels of the firm. Building a successful program needs senior level support. It needs senior management’s involvement in creating and sustaining the firm’s educational direction, performance, and focus. And it should include the development of a strategic process that ties education into the overall business plan of the firm.

Key 1 examines senior management’s involvement in creating and sustaining the firm’s educational strategy, commitment, and support. This section provides recommendations for long-term education and professional development planning and program development.

Leadership Involvement
1. CEO/executive team leaders set direction and seek future educational opportunities.
2. Leadership set performance expectations and metrics.
3. Leadership reviews the education program's overall performance.
4. Leadership takes into account the educational needs and expectations of all key personnel.

The Firm'€™s Strategic Education Plan:
5. Describes how the firm’s professional development strategy aligns with the firm’s business strategy and objectives.
6. Uses key performance indicators to measure the effectiveness of the learning strategy. (Ex: forecasts, models, projections, etc.)
7. Outlines educational expectations, including options to seek new educational opportunities and/or prepare for new requirements.
8. Explains the process for analyzing the cost benefit of education investment for the firm.
9. Clarifies the firm’s approach to coordinating knowledge sharing efforts with the delivery of education.

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 design 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 - 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 – Planning and Performance Projection

Photo of staff reviewing graphs

Planning and performance projection is the critical third step to building a successful professional development program. This step should be based upon the results your needs assessments and analysis. At this point you develop measurable short and long-term educational goal with performance projections of key education results that tie into the overall business strategy. If you have not already done so at this point, be sure to develop a realistic budget that supports your project.

Continuing in part four of this eight part series I have assembled requirements from several prestigious organizational award programs that appear with consistency. The self-assessment presented in this piece are intended to assist those individuals who are responsible for shaping and managing the organizational structure of an Architectural/Engineering Design and Consulting Firms'€™ professional education department. This assessment tool is not intended for the design or development of any individual course, certification, skill, or professional program.

KEY 3: Planning and Performance Projection

Here we examine the firm'€™s planning, support and performance projections. This section examines how the firm identifies, develops, and supports program designers and faculty. Key 3 also takes into consideration how the firm effectively collects and reports information about activities and participants.

Planning Process
1. There is an established organizational planning process leading to the implementation of learning solutions and educational programs. As appropriate this process includes on-the-job support where and when your L&D customers need it.
2. There is a process that addresses how technology supports the learning evaluated, improved, and kept current with changing business needs.
3. There is a process involving how to use key information in the determination of learning objectives for learning and knowledge sharing activities.
4. There is a short-term planning process leading to necessary adjustments of educational programming, staffing, and delivery.

Human Resources
5. There is a process to identify and involve key personnel in roles of program designers, developers, instructors and facilitators, and evaluators.
6. There is a process to train and support key personnel to serve as program designers, developers, instructors and facilitators, and evaluators.
7. There is an established process that ensures all appropriate staff is kept current of all requirements, regulations, and laws related to course content.

Performance Projection
8. There are identified metrics used to assess the effectiveness of your learning solutions that are updated annually.
9. There are short and long-term projections related to desired key education results.
10. There are short and long-term projections related to performance and/or benchmark data that can track improvement.
11. At least some of the short and long-term projections for the education program reflect measurable goals.

Program Tracking & Maintenance
12. Detailed summaries of all revenue and expenses related to the overall program are maintained and evaluated on a scheduled basis.
13. There is a process that ensures that program standards are maintained when partnering with other organizations.
14. There is a process for compensating and recognizing individuals and groups who help reach the education objectives and for those whose performance improves.
15. A process for tracking and reviewing the education program marketing results - internal and external.
16. There is a process for tracking, reviewing, and improving the program content and offering new educational activities.
17. A process is in place for recording and filing required designations for activities, such as Health, Safety and Welfare (HSW), LEED, ISO, ANSI, Mandatory Continuing Education (MCE), PDH, state license etc.

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.

Learning Objectives Simplified: Check out the New Bloom’s Taxonomy Tool

Candle Flame

The tool is simple, easy to understand, and easy to use. If you are the course designer, a trainer, an instructor, or the firm's Learning and Development Coordinator, Manager, Director or the CLO - this tool will make your professional life a little easier. If only this tool had been available during the past 30 years.

I would like to thank the Center for Excellence in Learning and Teaching (CELT) at the University of Iowa for posting on their website the Model of Learning Objectives. This model was created by: Rex Heer, Iowa State University.

Sharing this tool with my professional peers who are working in the A/E/C design industry, this is probably the best gift I can offer for the New Year. Try it for yourself; I think you will like it.

Taxonomy for Learning, Teaching, and Assessing: A revision of Bloom’s Taxonomy of Educational Objectives.

If you have trouble accessing the interactive Flash-based model the content is available in a text-only table.

Virtual Curriculum: A program design solution for A/E/C firms.

Photo by by azwaldo

The responses were interesting and varied when last month I submit this series of questions to more than a dozen online professional discussion groups.

“Does anyone have an example of a virtual curriculum based upon an individual’s subject matter interest rather than group subjects or topics? Is success measured based upon the participant’s mastery of the subject or some type of norm scores? Are the results tied to work performance, pay, or certification?

Quickly, a definition of “virtual” needed to be established. It was generally agreed in most of the discussion groups that “virtual” meant “online.” Bill Brunk, Ph.D asked the question on the CLO Magazine discussion group, “ I wonder if you might not be confusing two concept here: self-directed learning and virtual (online) learning.” Dr. Brunk brought up a good point and I thought we were beginning to address the question but the largest number of immediate responses came from consultants and schools who obviously were trying to market their online courses. If they bothered to look, I too offer online classes on my website– but that did not really address the questions.

To clarify I stated that I wanted to explore the curriculum definition that relates to a set of courses constituting an area of specialization, where curriculum is built around the individual’s interest rather than the institutions offerings. I was looking for more than simply saying we (the association/consultant/university) give online degrees or provide certification in...(fill in the blank).

From the TED discussion group Donald R. (Chip) Levy, a former Senior Director of Professional Development at the AIA responded with, “In common practice, many think of a curriculum as a generally linear, organized learning path to some goal (degree, certification, specialist credential, etc.). For me, the interesting twist has less to do with getting one's ticket punched at the end of a process, and more to do with building a thoughtful, if idiosyncratic, learning program that continually moves each learner toward evolving performance excellence and (career) success. The resources can be from a variety of sources, focused on a variety of KSAs, employing a variety of delivery channels and media, and uniquely aggregated for each person. It is an ongoing, evolutionary prospect -- a "lifelong curriculum" that guides "lifelong learning" as we progress through our careers.”

In conclusion, I believe that technology allows us to expand our learning options in a format where we can pick the one that works best for us. If I take courses at my own discretion I would be reluctant to call that a curriculum. In order for the learning to become a curriculum I would suggest that the process follows a guided path, such as one outlined by a negotiated contract. I would advocate however that the curriculum options are greatly expanded when the learning process is not limited or restricted to just the courses offered by the school, the association or a business. The instructor or consultant thus becomes a learning adviser - guiding the learner toward agreed upon learning goals.

“What Content?”- Associations struggle with the fourth key of a quality education program.

For most small associations the answer is usually “yes.” For many mid-sized associations the answer is “yes, most of the time.” For large associations the answer is, “well, it depends.” The question asked, “Does your association struggle with the fourth key to unlocking the secrets of a quality education program?”

The fourth key to developing a quality education program is for the association to develop a systematic approach that will identify the appropriate subject matter content and support a consistent work flow process. Most small associations and many mid-sized associations have great difficulty finding appropriate content for their programs on a continual basis. These associations can be found relying on the same few subject matter experts to provide content and delivery, over and over again. Even well stocked wells have been known to go dry.

Regardless of their size associations still need to establish a reliable, wide based source of new content and materials that will position the association as a supplier of vetted, industry related quality continuing education courses. The source of the education content may be internal, external or a blend of both. Successful continuing education programs develop a systematic approach to identifying, obtaining and monitoring the quality of the education material, how it is processed, designed, developed and delivered. Most associations simply do not have enough resources to do all of these things themselves. However, even for the small associations an appropriate check and balance system can be established using limited resources with involvement of members and stakeholders.

There are a multitude of education formats and delivery models from which an association can choose. Which one is best for the association and their members and stakeholder? Developing clear course learning objectives, when done at the beginning of the process and when done properly will guide the association in selecting the appropriate subject matter experts (SME), the best course design, the appropriate content structure, and the most effective delivery method for a course. If there are any special requirements such as CEU’s, ILU’s, license or certification standards that need to be met then it is critical to insure that a system of safeguards is in place. An established system can be as simple as a check list or as complex as a sophisticated computer metrics.

The third key to a quality education program for product manufacturers

A great opportunity for product manufacturers in the architect/engineer/construction (A/E/C) and design industry is to provide product and service education to the professionals in the industry. This opportunity is most frequently offered on site at the professional’s office. Less often the product manufacturer will offer their education courses on site at a local chapter of the professional such as the American Society for Interior Design (ASID), or Construction Specification Institute (CSI), or the American Institute of Architects (AIA). And like the associations, the third key to unlocking the secrets of a quality education program: planning and performance projection. If the product manufacturer offers education to professionals they are likely to have commitment and support of senior management. Based upon how the product manufacturer do an education needs assessment and analysis, that results will greatly determine the actual education product that they deliver.

The product manufacturer should plan their short term education goals at a minimum of two to three years. Creating, changing or adjusting education programs in today’s economy will take at least 2 – 3 years before you begin to see the serious results programmatically or financially. Since the product manufacturer will incorporate sales projections into their goals, they should include additional time to what would be considered short term return on investment (ROI). Product manufacturers such as CertainTeed, USG, and Custom Building Products offer excellent examples of how developing comprehensive quality education programs built around the needs of the professionals they serve also helped the companies achieve sales objectives. These three companies designed courses based upon needs assessments that helped professionals understand the right product to use and under the right conditions to reach the maximum results. Better installation of products equated to more satisfied customers. Each of these companies created multiple interrelated courses which evolved into a comprehensive, award winning education program. These companies built in a continuing process and a system that provided them with the flexibility and ability to make course adjustments over the years.

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