Alter Domus North America Academy Program Catalog

North America

ACADEMY PROGRAM CATALOG

LEARNING & DEVELOPMENT AT ALTER DOMUS

Alter Domus believes that talent is our strongest asset and invests in programs to develop
new and existing employees of all levels. Our goal is to create a high performing, client
focused, sustainable workforce that best serves our clients and offer enduring and
rewarding careers.

The Academy, our learning and development program, uses a variety of methods and tools
to deliver training within the following programs.

ONBOARDING JOB-SPECIFIC TRAINING

The journey starts here. Job-specific, technical training is offered by each business
Learn about the company, unit, as needed, using a variety of methods.
business units, benefits,
and the employee life cycle. SKILLS DEVELOPMENT

Courses covering a wide variety of business
and professional topics have been curated and
created for our employees.

COMPLIANCE TRAINING LEADERSHIP DEVELOPMENT

This training educates new and existing This program covers critical topics within
employees on laws, regulations, and company each of our core values for managers at
policies that apply to our business. various levels.

TRAINING METHODS

Live On-The-Job eLearning Microlearning
Sessions Assignments Courses Videos

TABLE OF CONTENTS

THE ONBOARDING EXPERIENCE 4

HR & BENEFITS 12

COMPLIANCE TRAINING 20

JOB-SPECIFIC TRAINING 26

PROFESSIONAL SKILLS DEVELOPMENT 32

Coaching 34
Dealing with Conflict 35
Effective Email Communications 36
Effective Interpersonal Communications 38
Microsoft Office Products 41
Performance Management 43
Time Management & Productivity 44

LEADERSHIP DEVELOPMENT 46

Core Manager 48
Experienced Manager 50

THE ONBOARDING EXPERIENCE

THE ONBOARDING EXPERIENCE

Alter Domus employees in North America start 2-3 times per month, based on business
needs and the number of new hires. Prior to the employee’s start date, the Talent
Acquisitions team takes the new hire through the pre-onboarding process.*

• Candidate accepts the offer.

• New hire sends the recruiter their preferred email address and the shipping
address for their Alter Domus issued equipment.

• New hire signs the Offer Letter, IT Charter, and Confidentiality & Proprietary
Agreement via DocuSign.

• New hire provides consent for ADP to run a background check and fills out the
background check application.

• Talent Acquisitions sends the new hire an email one week prior to the start date
providing the first day agenda, tracking numbers for the shipped equipment,
confirmation that the background check was clear, and the I9 form with instructions.

ACADEMY PROGRAMS * This is the current, remote onboarding process.

PAGE 5

The HR portion of the onboarding experience, sometimes referred to as induction,
is a one and a half day program.

DAY ONE AGENDA* Duration: 15 Minutes
Duration: 90 Minutes
1. Kick-Off Call/Icebreaker
Duration: 45 Minutes
2. Computer Setup with Switchfast or Pylon Duration: 90 Minutes
• Post computer setup, new hires will have
access to their Alter Domus email, which Duration: 90 Minutes
will contain the New Hire Packet.
Duration: 45 Minutes
3. Meal Break Duration: 15 Minutes

4. New Hire Orientation
• This presentation covers:
• AD at a Glance
• AD’s North America Region
• Employee Lifecycle
• Policies
• Compensation & Benefits

5. ADP Overview, Return to Work Procedures
• Post presentation, new hires will complete
their ADP setup (direct deposit, beneficiaries,
etc.) and start the onboarding training.

6. Onboarding Training

7. Daily Wrap-Up

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DAY TWO AGENDA*

1. Day One Recap Duration: 30 Minutes

2. Professionalism, Communication Duration: 30 Minutes
Expectations, and Remote Work Tips

3. LinkedIn Tips Duration: 15 Minutes

• Post session, new hires will have time to
update their LinkedIn profiles with the AD
banner image and job title/description.

4. Careers at Alter Domus Duration: 30 Minutes

5. Microsoft Office Tips Duration: 60 Minutes

• Post session, new hires will have time to
work on the Microsoft Office Products
training in myLearning@ADP.

6. Daily Wrap-Up Duration: 15 Minutes

7. Manager contacts new hire to begin job-specific training.

ACADEMY PROGRAMS * This is the current, remote onboarding process.
The order of events may vary based on the time zone of the new hires.

PAGE 7

The contents of the New Hire Packet vary slightly based on the employee’s office location.

NEW HIRE PACKET

• New Hire Checklist • 401k Highlights
SPD for AD Health Welfare Plan
• Job-Specific Onboarding Checklist • AD Marketplace Notice
AD Benefit Enrollment Guide
(See Job-Specific Training section of catalog.) • ADP Employment Self Service Guide
ADP Employee Self Service Registration
• Key Terms • Alter Domus US Privacy Statement
Financial Wellness Program Overview
• Remote Work Tips •

• LinkedIn Tips •

• LinkedIn Banner Image •

• Microsoft Office Tips •

• Pay Dates and Timesheets

• Resource Guide (HR, Office, Finance)

• Resource Guide (Technology)

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Training requirements are included on the back side of the New Hire Checklist with due
dates. New hires will log into myLearning@ADP to complete this training.

ALTER DOMUS ONBOARDING Due: Week 1
• Benefits Overview Due: Week 1
• Employee Handbooks & Code of Conduct Due: Week 1
• Data Protection Awareness Due: Week 1
• Independence Letter Due: Week 1
• Technology Checklist Due: Week 1
• Job-Specific Onboarding Due: Within 30 Days
• Annual Compliance
• Information Security Due: Within 90 Days
• Anti-Money Laundering Due: Within 90 Days
• Preventing Discrimination & Harassment Due: Within 90 Days
• Dealing with Conflict Due: Within 90 Days
• Effective Email Communications Due: Within 6 Months
• Effective Interpersonal Communications
• Microsoft Office Products PAGE 9
• Risk Management, QA, & Legal Overview

ACADEMY PROGRAMS

PEOPLE MANAGERS

If the new hire is also a people manager, there are two additional training requirements:

• Peakon for Line Managers Due: Within 30 Days

• Managing Virtual Teams at Alter Domus Due: Within 30 Days

The L&D Program Manager will reach out to new hires at the end of each month if these
training due dates have been missed.

OPTIONAL TRAINING Monthly
Periodic sessions are available in person or virtually: Quarterly
2 BUs Per Month/6 Total
• Coffee Break: Meet the GEB
• Coffee Break: Meet the Leaders
• Business Unit Overviews

SURVEYS

Feedback is an essential part of the onboarding experience at Alter Domus, especially
in the current remote work environment. We collect feedback in a variety of ways.

• Remote Onboarding Survey for Employees Due: Week 2

• A separate survey is sent to the employee’s
hiring manager. Both surveys are assigned
on the last day of week one and are due
the following week.

• Peakon Engagement Surveys Due: Every Thursday

• Workify 30 Day Survey Due: On Receipt

• Workify 90 Day Survey Due: On Receipt

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HR & BENEFITS

HR & BENEFITS

The Alter Domus North America Human Resources team provides training on HR related
topics, including employee benefits. Information about company benefits is stored
within ADP and the accompanying eLearning courses are available in myLearning@ADP.

Email [email protected] for more information.

BENEFITS OVERVIEW 14

FORMS LIBRARY 15

FINANCIAL WELLNESS TRAINING 16

ACADEMY PROGRAMS PAGE 13

BENEFITS OVERVIEW

Information about benefits is provided to new employees during the recruiting and
onboarding processes. For existing hires, this information is provided during the open
enrollment period.

An eLearning course outlining the available benefits is always available for employees
on myLearning@ADP.

BENEFITS OVERVIEW

Duration: 40 Minutes
This course presents a summary of Alter Domus North America
benefits and the enrollment process for eligible employees.
The benefits covered are:
• Medical and Pharmacy Coverage (BCBS of IL)
• Dental Coverage (MetLife)
• Vision Coverage (EyeMed)
• FSA and HSA (Chard Snyder)
• Life and Disability Plans (Cigna)
• Employee Assistance Program (Cigna)
• Health Advocacy Services (Cigna)
• Commuter and Transit Services (WageWorks)

ACADEMY PROGRAMS PAGE 14

FORMS LIBRARY

Additional information about employee benefits, required notices, and policies and
procedures is available in the ADP Forms Library.

BENEFITS & PAYROLL
• Employee Assistance Program (EAP)
• FMLA & Short-Term Disability
• Benefit Summaries & Plan Descriptions
• Medical Notices & Documents
• Vision Notices & Documents
• Dental Notices & Documents
• 401k & Financial Wellness

REQUIRED NOTICES
• Marketplace Notice
• 2018 Cortland 401k Summary Annual Report
• CA Consumer Privacy Act Notice
• AD US Privacy Statement
• Chicago Paid Sick Leave & Minimum Wage Notice

POLICIES & PROCEDURES
• AD North America Employee Handbook
• AD Global Employee Handbook
• AD Code of Conduct
• AD Information Technology Charter
• AD Prohibited Country and Risk Rating List
• AD Study Assistance Policy
• AD Study Assistance FAQs
• North America Employee Referral Program
• Miscellaneous PPDs

ACADEMY PROGRAMS PAGE 15

FINANCIAL WELLNESS TRAINING

Alter Domus proudly presents the Financial Wellness Program, a comprehensive set
of onsite and virtual personal finance sessions. These one-hour sessions will take place
on the 3rd Tuesday of each month, with dial-in options provided to give employees the
opportunity to participate remotely.

In addition to the educational sessions, employees are also able to contact a certified
financial coach who can assist with questions about retirement and financial wellness.

GET TO KNOW YOUR INVESTMENTS

This session covers the benefits of investing and how to build your
retirement plan portfolio.

ROTH VS TRADITIONAL 401K

This session explains what is similar and different with roth and
traditional 401k plans. It also covers how to determine which type of
plan is right for you.

MARKET VOLATILITY & YOUR RETIREMENT PLAN

This session focuses on how to be smart and not reactive during
turbulent markets when it comes to your retirement plan.

JUMPSTART YOUR FINANCES

This session covers smart savings, how to budget, how to pay down debt,
investing for retirement, and protecting your assets.

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FINANCIAL WELLNESS TRAINING

INVESTING 101

This session provides investing basics to help get you started.

YES, YOU CAN RETIRE

This session will help you develop a plan for your future days.

IDENTIFY & PRIORITIZE YOUR SAVINGS GOALS

This session focuses on learning how to save for each of your goals.
It also touches on the next best steps for saving to reach your goals.

UP & UP WORKSHOP

This session covers the basics of financial goal setting.

5 KEY RISKS IN RETIREMENT

This session explains what to know so you can plan ahead.

ACADEMY PROGRAMS PAGE 17

FINANCIAL WELLNESS TRAINING

NAVIGATING MARKET VOLATILITY

This session focuses on considering if you should change your
investments. It also touches on understanding how to pull money
out of the market and the effects of moving to cash.

DISCOVER THE POTENTIAL OF YOUR HSA

This session helps employees recognize the features of the HAS, explore
the potential benefits of an HAS, and the importance of a safety net.

PRESERVING SAVINGS FOR FUTURE GENERATIONS

This session explores estate planning (wills, probates, and powers of
attorney), what is taxable and how assets can be distributed, the
importance of a living will and health care proxy, and the forms of trusts.
It also touches on beneficiary designations, gifting, and insurance
replacement strategies.

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COMPLIANCE TRAINING

COMPLIANCE TRAINING

Alter Domus uses two online tools to deploy compliance training: myLearning@ADP
and Thomson Reuter’s Compliance Learning.

These tools provide training that educates employees on laws, regulations, and
company policies that apply to our business. There are different compliance training
requirements for existing employees and new hires.

EXISTING EMPLOYEES
(January – February)

• myLearning@ADP
• Information Technology Charter
• Independence Letter
• Data Protection Refresher

• Thomson Reuter’s Compliance Learning
• Information Security
• Anti-Money Laundering *
• Preventing Discrimination & Harassment

• Additional compliance training may be required as part of corporate initiatives or if
the employee fails a phishing test.

NEW EMPLOYEES
• Complete within 30 days of hire:
• myLearning@ADP
• Independence Letter
• Code of Conduct & Employee Handbooks
• Data Protection Awareness
• Thomson Reuter’s Compliance Learning
• Information Security
• Anti-Money Laundering
• Preventing Discrimination & Harassment
• Complete within 6-12 months of hire:
• Risk Management, Quality Assurance, and Legal Lunch `n Learn

* Employees in the Cayman Islands take AML training at training.cayman.finance.

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COMPLIANCE TRAINING

DATA PROTECTION AWARENESS

Duration: 45 Minutes

At Alter Domus, we deal with client and employee data daily. If we
expect to maintain the trust that our clients and employees have in us as
an organization, we must adhere to data protection laws and practices.
At the completion of this course, participants should be able to:
• Define data protection, personal data, and data protection regulations
• Explain the importance of data protection practices
• Identify who’s accountable for upholding data protection
• Apply basic data protection principles
• Respond appropriately to data requests

DATA PROTECTION REFRESHER

Duration: 25 Minutes

This refresher course reminds employees of the role we all play in data
protection and our responsibilities. At the completion of this course,
participants should be able to:
• Define data protection and personal data.
• Explain why data protection practices are important.
• Explain the rights clients and employees have over their personal

data.
• State the lawful basis for processing personal data.
• Recognize and respond appropriately to data requests and breaches.
• Differentiate between your responsibilities for data protection while

working in the office and remotely.

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COMPLIANCE TRAINING

INDEPENDENCE LETTER

Duration: 30 Minutes
All Alter Domus employees should be aware of and comply with
independence requirements. This assignment tasks employees with
reading, filling out, and signing the Independence Letter.

CODE OF CONDUCT & EMPLOYEE HANDBOOKS

Duration: 30 Minutes
All Alter Domus employees should be aware of and comply with the Code
of Conduct and the policies and procedures contained within the
employee handbooks. This assignment tasks employees with reading
and signing the Code of Conduct, Global Employee Handbook, and North
American Employee Handbook.

INFORMATION TECHNOLOGY CHARTER

Duration: 30 Minutes
All Alter Domus employees should be aware of and comply with the
operating and security guidelines for our facilities, electronic materials,
access codes, and responsible use of company and client information.
This assignment tasks employees with reading and signing the IT Charter.

ACADEMY PROGRAMS PAGE 23

COMPLIANCE TRAINING

INFORMATION SECURITY

Duration: 30 Minutes
This course covers information security policy, identifies the
information the company should protect, and explains how to
handle that information appropriately. Recognizing and reporting
security breaches is also covered. At the completion of this course,
participants should be able to:
• Explain the information security policy
• Identify protected information
• Apply preventative practices
• Recognize and report security breaches

PREVENTING DISCRIMINATION & HARASSMENT

Duration: 60-120 Minutes, Depending on State/Role
This course examines the types of workplace conduct that are
considered unlawful discrimination and harassment. It explains
what employees and managers should do to avoid or minimize
incidents of discrimination and harassment in the workplace.
At the completion of this course, participation should be able to:
• Explain how federal anti-discrimination laws work
• Avoid and prevent discrimination and harassment
• Understand and recognize retaliation
• Respond to and report discrimination, harassment, or retaliation

ACADEMY PROGRAMS PAGE 24

ANTI-MONEY LAUNDERING

Duration: 45 Minutes

This course helps employees detect money laundering and examines
the laws that make money laundering a crime. It also informs
employees of reporting requirements and prevention measures
designed to thwart this crime. At the completion of this course,
participants should be able to:
• Define money laundering
• Explain the process of placement, layering, and integration
• Recognize the red flags associated with money laundering
• Report suspicious activity

ACADEMY PROGRAMS PAGE 25

JOB-SPECIFIC TRAINING

JOB-SPECIFIC TRAINING

Alter Domus’ job-specific, technical training is managed and facilitated by Subject
Matter Experts throughout the company. The schedule and courses offered varies
by business unit.

The Academy team is working with managers to create a consistent training experience
for each team within the company. The first steps in this process are the creation of
the following documents.

JOB-SPECIFIC ONBOARDING CHECKLIST 28

Target Audience: New Employees

JOB-SPECIFIC TRAINING TRACKER 29

Target Audience: Hiring Managers

BUSINESS UNIT CAREER PATHS 30

Target Audience: All Employees

NEXT STEPS 31

ACADEMY PROGRAMS PAGE 27

JOB-SPECIFIC ONBOARDING CHECKLIST

A job-specific onboarding checklist is provided to new hires as part of their onboarding
journey. This document is intended to help them focus the information being presented,
ask relevant questions, and guide their experience along the path of the company’s
onboarding framework.

ACADEMY PROGRAMS PAGE 28

JOB-SPECIFIC TRAINING TRACKER

Managers have been provided with a training framework spreadsheet to assist in formally
documenting their training processes. This spreadsheet has three tabs:

1. FRAMEWORK
The Framework tab includes all the information provided to new hires withing their
Job-Specific Onboarding Checklist. There are also empty sections for the role specific
content. For each, an overall learning objective is listed, along with the topics
covered in meeting that objective and general guidelines for when those topics
should be delivered and applied.

2. SCHEDULE
The Schedule tab provides a framework for the first week of onboarding a new hire,
as well as key points along the six-month onboarding journey (i.e. Week 2, start VBO
Knowledge Level 1 training, etc.).

3. PROFICIENCY
The company’s overall goal with onboarding is to have the new hire reach 80%
proficiency within their role by six months of employment. How a hiring manager
chooses to assess proficiency is up to them, but the assessment results are provided
in the 1-5 scale used in the associated career path document.

ACADEMY PROGRAMS NOTE:
The use of these
trackers is required as
of January 7th, 2021.

PAGE 29

BUSINESS UNIT CAREER PATHS

At Alter Domus, we strive to make the personal and professional growth and development
of our employees a priority. We understand how important it is to be transparent about
what career opportunities are available, what’s expected at each level, and what’s required
to get to the next level.

Taking these points into consideration, we have joined forces with Business Unit Leaders to
provide employees with a more defined view of what a career path might look like. Each
career path document outlines behavioral and functional competencies, job duties and
responsibilities, training requirements, and what is expected at each level.

ACADEMY PROGRAMS PAGE 30

NEXT STEPS

After the checklist, training tracker, and career path documents are in place, what’s next?
The Academy team will use these documents and other resources to determine the
priority for conversion of existing training materials into eLearning content and work with
teams to make their training more effective and efficient.

Some content is already in the process of being converted to a digital format. Be on the
lookout for more information as these courses are deployed!

• Company Overview
• FS/DCM Overviews
• North America Region Overview
• VBO Knowledge Levels 1-3
• Money Movement Fundamentals
• Fund Services Time Tracking

In addition, several virtual sessions will be hosted by AD Academy.
• Academy Speaker Series
• Microsoft Excel Training Series
• Lunch ‘n Learns on topics that cross business units

Check the Live Sessions page in myLearning@ADP for a list of available sessions.

ACADEMY PROGRAMS PAGE 31

PROFESSIONAL SKILLS DEVELOPMENT

PROFESSIONAL SKILLS DEVELOPMENT

The Academy Team curates and creates courses covering a wide variety of business and
professional topics. This training is available within the myLearning @ADP learning
management system 24 hours a day, 7 days a week.

Professional skills training can be taken course by course as needed or in the learning
paths noted below. Employees can self-register for this content or managers can
request bulk registration for their team by contacting [email protected].

COACHING 34
35
Duration: 13 Minutes 36
38
DEALING WITH CONFLICT 41
43
Duration: 36 Minutes 44

EFFECTIVE EMAIL COMMUNICATIONS PAGE 33

Duration: 1 Hour, 39 Minutes

INTERPERSONAL COMMUNICATIONS

Duration: 2 Hours, 6 Minutes

MICROSOFT OFFICE PRODUCTS

Duration: 3 Hours, 50 Minutes

PERFORMANCE MANAGEMENT

Duration: 11 Minutes

TIME MANAGEMENT & PRODUCTIVITY

Duration: 1 Hour, 2 Minutes

ACADEMY PROGRAMS

COACHING

GREAT COACHING: DON’ T GIVE THE ANSWER

Duration: 2 Minutes
Coaching is helping people come to answers on their own or with
assistance. The process the individual goes through is important,
not what you give them.

BE A BETTER COACH

Duration: 4 Minutes
This video explains why coaching a reluctant employee takes a little
more patience and effort.

COACHING A BAD AT TITUDE

Duration: 4 Minutes
You may not be able to coach away a bad attitude, but you can coach
the behaviors that project that attitude.

COACHING ACROSS DISTANCE

Duration: 3 Minutes
Coaching at a distance takes more effort, but it can yield results in the
same way as face-to-face coaching.

ACADEMY PROGRAMS PAGE 34

DEALING WITH CONFLICT

AVOIDING OR SEEKING CONFLICT

Duration: 1 Minute
This video explains that your choice to seek or avoid confrontation
often depends on the situation, but it starts with your personality.

DEALING WITH DIFFERENT TYPES OF CONFLICT

Duration: 2 Minutes
Conflicts come in many forms. This video identifies the four most
common types of conflict that happen at work.

THE MANY APPROACHES TO WORKPLACE CONFLICT

Duration: 30 Minutes
When facing conflict at work, you need to adapt to the situation. This
course covers conflict styles, when to use them, and when to adapt your
style. How to handle conflict with difficult individuals is also covered.
At the completion of this course, participants should be able to:
• Recognize conflict styles
• Adapt responses to manage the conflict style
• Weigh the situation and choose the right style
• Adopt the right mind-set for conflict situations
• Take a measured approach that avoids judgment, focuses on the

issue, and seeks mutual resolution.

HOW TO REGAIN CONTROL WHEN UNDER AT TACK

Duration: 3 Minutes
Instead of letting your instincts control you, give your body four
seconds to decide how to proceed.

ACADEMY PROGRAMS PAGE 35

EFFECTIVE EMAIL COMMUNICATION

TAME THE EMAIL BEAST

Duration: 3 Minutes

When email takes over your day, use these six tips for taming the
email beast to get back to work.

ORGANIZING YOUR EMAIL

Duration: 30 Minutes

Email has dramatically increased the volume of communication and the
amount of information that the average office worker needs to process.
This course introduces techniques for managing email effectively. At the
completion of this course, participants should be able to:
• Identify ways to save time by managing business and personal email.
• Recognize types of email that can be deleted.
• Use folders and filters to organize email.
• Use search techniques to find email information.

WRITING EFFECTIVE EMAILS & INSTANT MESSAGES

Duration: 30 Minutes

Knowing email etiquette is key to using this tool effectively. It can help
ensure you get messages across quickly, appropriately, and concisely.
At the completion of this course, participants should be able to:
• Use the appropriate tone and formatting in emails.
• Write and answer emails effectively.
• Recognize strategies for keeping emails concise.
• Identify guidelines for instant messaging at work.

ACADEMY PROGRAMS PAGE 36

EFFECTIVE EMAIL COMMUNICATION

SENDING EMAILS TO THE RIGHT PEOPLE

Duration: 30 Minutes

Sending an email to the wrong person, or excluding the right person,
hinders effective communication. This course focuses on how to address
and distribute emails. Specifically, you will be introduced to best
practices for deciding who to send emails to and how to flag emails
appropriately. The course also covers proper etiquette for forwarding
emails and using reply and reply all. In addition, it highlights some poor
copying practices to avoid. At the completion of this course, participants
should be able to:

• Use the To, CC, and BCC fields to address emails appropriately.

• Set the priority status for emails.

• Identify methods of effectively replying to emails.

• Forward emails appropriately.

• Recognize situations that involve inappropriately copying over
someone’s head.

USE OUTLINES TO IMPROVE COMMUNICATION

Duration: 3 Minutes

This video points out that the best communications have a strong
framework consisting of an outline, supporting points, and a conclusion.

WRITING EMAILS THAT GET A RESPONSE

Duration: 3 Minutes

Use these four simple tips to write an email that increases the chance
of a positive response to your request.

ACADEMY PROGRAMS PAGE 37

EFFECTIVE INTERPERSONAL COMMUNICATIONS

BE A BET TER COMMUNICATOR

Duration: 4 Minutes

This video explains that being a more effective leader means being
a more effective communicator.

BELIEF SYSTEMS

Duration: 4 Minutes

Each person has a unique and individual belief system that influences
any given situation.

BETTER LISTENING

Duration: 5 Minutes

Being an effective listener isn’t about better skills, it’s about
better habits.

A NEW WAY OF THINKING AND WORKING

Duration: 3 Minutes

A better understanding of psychology and physiology can have a
positive impact on people and performance.

EVERY INTERACTION LEAVES A MARK

Duration: 3 Minutes

This video explains that in every social interaction you leave a mark
and you need to make the most of those impressions.

ACADEMY PROGRAMS PAGE 38

EFFECTIVE INTERPERSONAL COMMUNICATIONS

HOW TO OPEN A CONVERSATION

Duration: 2 Minutes

Fumbling the opening of a difficult conversation sets the stage for failure.

KEEP YOUR MESSAGE CLEAR AND CONCISE

Duration: 3 Minutes

Comedy serves as a useful example of simplicity in communication.

TO LEAD OTHERS, YOU HAVE TO FIND THEM

Duration: 3 Minutes

Asking questions can help you find common ground with people
from which to lead.

ACTING WITH DIPLOMACY AND TACT

Duration: 35 Minutes

People who communicate with diplomacy and tact are able to inspire
confidence. This course covers how to develop diplomacy and tact,
avoiding meltdowns and apologizing, developing empathy, and removing
personal biases. At the completion of this course, participants should be
able to:
• Develop situational awareness.
• Choose words to avoid overreactions.
• Apologize gracefully.
• Focus on others.
• Look through a different lens.

ACADEMY PROGRAMS PAGE 39

EFFECTIVE INTERPERSONAL COMMUNICATIONS

NAVIGATING CHALLENGING SITUATIONS

Duration: 30 Minutes

We all face unpleasant situations or tasks at some point in our career.
This course focuses on navigating difficult relationships, writing
diplomatic and tactful emails, and handling angry coworkers.
At the completion of this course, participants should be able to:
• Handle difficult coworkers and sensitive emails.
• Deal with angry individuals and cope with manipulative people.

USING ACTIVE LISTENING IN WORK SITUATIONS

Duration: 30 Minutes

This course provides participants with listening skills that can help in
the workplace and techniques for becoming an effective active listener.
At the completion of this course, participants should be able to:
• Demonstrate listening by paying attention and encouraging speakers.
• Ensure understanding by clarifying and summarizing.

DEALING WITH DIRECT PEOPLE

Duration: 2 Minutes

Conflict avoiders can still make sure their voices are heard with just
a few simple adjustments.

WORDS TO USE IN TOUGH CONVERSATIONS

Duration: 2 Minutes

Words have the power to create a solution or cause a virtual train
wreck, so they need to be chosen carefully.

ACADEMY PROGRAMS PAGE 40

MICROSOFT OFFICE PRODUCTS

MICROSOFT OFFICE 365

Duration: 5 Minutes
This course provides a direct link to the Microsoft Office 365
Training Center, where employees can search for and view short
videos explaining how to perform actions in any Office product.

GETTING TO KNOW OUTLOOK 2016

Duration: 30 Minutes
Outlook 2016 is the latest release of Microsoft’s primary messaging
client. It provides all of the tools necessary for managing email,
scheduling tasks, and communication. This course provides
information about the basic features and functionalities of Outlook
2016 including a look at how to navigate and view, reply to, and
forward email messages.

FORMAT TING TEXT IN WORD 2016

Duration: 7 Hour, 15 Minutes
Microsoft Word 2016 provides a range of options for formatting and
styling text. This course provides information on creating professional
looking documents by controlling the font and size settings, style,
alignment, and spacing of both characters and paragraphs.

ACADEMY PROGRAMS PAGE 41

MICROSOFT OFFICE PRODUCTS

MICROSOFT EXCEL 2016 ESSENTIALS

Duration: 60 Minutes
Microsoft Excel 2016 makes it easy to create worksheets and
workbooks, and to manage and manipulate data. This course covers
how to cut, copy, and paste data; navigate between data cells and
worksheets; and customize the workspace. Additional topics include
creating and opening workbooks, organizing worksheets, and moving,
saving, exporting data.

MODIFYING SLIDES IN POWERPOINT 2016

Duration: 60 Minutes
Microsoft PowerPoint 2016 makes adding slides to a presentation,
manipulating slide order, and using predefined visual options easy.
This course focuses on setting up a basic presentation, ordering a
sequence of slides, and applying a presentation theme and slide
layout. It also covers how to add and work with slide text, including
using creative text effects and converting text into SmartArt.

ACADEMY PROGRAMS PAGE 42

PERFORMANCE MANAGEMENT

PERFORMANCE MANAGEMENT: 3 AREAS OF FOCUS

Duration: 3 Minutes
In order for performance reviews to be relevant, they have to focus
on the right areas.

FEEDBACK THAT CAN HAVE THE BIGGEST IMPACT

Duration: 2 Minutes
Feedback is like good health. You can never have enough of it!
Frequent feedback sessions during the year has a bigger impact than
a formal evaluation at the end of the year.

ACCOUNTABILITY RAISES EMPLOYEE PERFORMANCE

Duration: 3 Minutes
Help employees bring out their best performances through
accountability.

PARTNER WITH EMPLOYEES TO IMPROVE POOR
PERFORMANCE

Duration: 3 Minutes
Managers need to partner with employees having performance issues
in order for the situation to improve.

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TIME MANAGEMENT & PRODUCTIVITY

DEALING WITH DISTRACTIONS

Duration: 3 Minutes

Distractions aren’t intentional yet dealing with them requires deliberate
action. This video has tips for dealing with distractions that waste time.

ONE MORE HOUR OF UNINTERUPTED TIME

Duration: 4 Minutes

To get more time to think, you need to eliminate whatever distractions
you can and learn to manage the rest.

MAKE THE TIME YOU NEED: GET ORGANIZED

Duration: 30 Minutes

You don’t have to manage your time, but the stress and potential for
mistakes grows when you don’t. To do this, you need to be organized.
In this course, you’ll learn strategies for improving your productivity
depending on what type of time management personality you have.
You’ll also learn how to deal with time stealers, create manageable
to-do lists and maintain an organized time management approach.

ALIGNING GOALS & PRIORITIES TO MANAGE TIME

Duration: 25 Minutes

Meeting targets and achieving goals regardless of the business situation
isn’t easy. A big part of doing this successfully is managing time
effectively. In this course, you’ll learn why it’s important to align your
goals with your company’s goals, and you’ll learn how to do it with a goal
alignment worksheet. You’ll also learn how to ask questions to clarify
goals, and how to establish and prioritize based on these goals.

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LEADERSHIP DEVELOPMENT

LEADERSHIP DEVELOPMENT

The Alter Domus Leadership Development programs look at some of the key things
that managers need to be aware of and do if their team is to thrive and succeed. These
range from choosing the right people and deciding who does what, to communicating
with, developing, and motivating people. It also covers some of the most common
pitfalls to be avoided. For more information, contact your Human Resources Business
Partner.

Executive level leadership development programs are a global initiative. Contact your
manager for more information on ongoing pilot programs.

CORE MANAGER TRAINING 48

Target Audience:
Aspiring or Newly Promoted Managers

EXPERIENCED MANAGER TRAINING 50

Target Audience:
Managers with a Few Years of Experience

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CORE MANAGER TRAINING

The Core Manager training program is designed to provide newly promoted or aspiring
managers with an introduction to employment law, setting measurable objectives,
coaching for success, and performance management.

Sessions are scheduled on an as needed basis, typically one to two times per year.
For more information, contact your Human Resource Business Partner.

EMPLOYMENT LAW OVERVIEW

Duration: 90 Minutes
This course introduces employment law with particular emphasis on
basic legal concepts and discrimination legislation. At the completion
of this course, participants should be able to:
• Identify the various employment laws.
• Explain how the employment laws are applied in the workplace.

SETTING MEASURABLE OBJECTIVES

Duration: 90 Minutes
Learning how to set realistic goals, prioritize tasks, and track milestones
can improve performance and morale. At the completion of this course,
participants should be able to:
• Work with their teams to establish goals.
• Break down goals into manageable tasks.
• Assess progress while moving toward goals.

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CORE MANAGER TRAINING

DELEGATING EFFECTIVELY

Duration: 90 Minutes
Learn to not only transfer responsibility to another person, but also
accountability for maintaining established standards. At the completion
of this course, participants should be able to:

• Select the right person for the job.

• Use different approaches to delegating.

COACHING FOR SUCCESS

Duration: 2 Hours

This course reviews how to assess performance, adapt coaching styles
to employee personalities, and help employees achieve their potential.
At the completion of this course, participants should be able to:
• Recognize that coaching is an ongoing, two-way process.
• Prepare for and lead effective coaching sessions.
• Conduct coaching sessions using a variety of techniques.
• Provide ongoing support and follow through.

PERFORMANCE IMPROVEMENT

Duration: 90 Minutes

This course provides an overview on measuring performance and
establishing an improvement plan for under-performing employees.
At the completion of this course, participants should be able to:
• Measure employee performance.
• Recognize when a performance improvement plan is needed.
• Apply AD’s performance improvement framework to real scenarios.

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EXPERIENCED MANAGER TRAINING

The Experienced Manager training program is designed to provide managers with a few
years of experience resources to build their leadership skills. For more information, contact
your Human Resource Business Partner.

This is a new program that is currently being developed.

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