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SOWO 874 Weil Fall Semester 2013 1 The University of North Carolina at Chapel Hill School of Social Work COURSE NUMBER: SOWO 874 COURSE TITLE: ADMINISTRATION AND MANAGEMENT: THEORY & PRACTICE TIMES/DATES: FALL SEMESTER 2013: MONDAYS 1- 4:50 (ROOM 101) CREDITS: 3 credit hours INSTRUCTOR: MARIE WEIL School of Social Work Office: Tate-Turner-Kuralt Building 422 Phone: 919-962-6455 Email: [email protected] OFFICE HOURS: Mondays 12 noon -1:45pm and 5:00-6:00pm Tuesdays 11:45 1:45pm Other times by appointment COURSE WEBSITE: Available to course members through sakai.unc.edu/portal COURSE DESCRIPTION: This course explores contemporary theories, models, and practices for managing human service organizations, emphasizing skills in team building, motivation, organizational learning strategies, and cultural competence with a diverse staff. COURSE OBJECTIVES: At the completion of this course, students will be able to: 1. Discuss and analyze a broad range of contemporary administration and management practice models for human service organizations in the public and private sectors. 2. Analyze political/economic challenges and constraints faced by members of human service organizations, and develop responsive strategies. 3. Critically examine and develop the range of skills necessary to administer organizations and agencies with broadly diverse employees in terms of age, sexual orientation, disability, race, class, etc. 4. Develop management skills for team building and motivating employees. 5. Critically examine power relationships and management culture of agencies and organizations. 6. Identify strategies for facilitating diversity and developing nondiscriminatory policies that support an equitable work environment. 7. Conceptualize the differences between administration and management and leadership in human service organizations. 8. Examine the role of professional ethics and values in managing human service organizations.

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Page 1: Weil syllabus - School of Social Work - The University of North

SOWO 874 Weil Fall Semester 2013 1

The University of North Carolina at Chapel Hill

School of Social Work

COURSE NUMBER: SOWO 874

COURSE TITLE: ADMINISTRATION AND MANAGEMENT: THEORY & PRACTICE

TIMES/DATES: FALL SEMESTER 2013: MONDAYS 1- 4:50 – (ROOM 101)

CREDITS: 3 credit hours

INSTRUCTOR: MARIE WEIL School of Social Work

Office: Tate-Turner-Kuralt Building 422

Phone: 919-962-6455

Email: [email protected]

OFFICE HOURS: Mondays 12 noon -1:45pm and 5:00-6:00pm

Tuesdays 11:45 – 1:45pm

Other times by appointment

COURSE WEBSITE: Available to course members through sakai.unc.edu/portal

COURSE DESCRIPTION: This course explores contemporary theories, models, and practices for

managing human service organizations, emphasizing skills in team building, motivation,

organizational learning strategies, and cultural competence with a diverse staff.

COURSE OBJECTIVES:

At the completion of this course, students will be able to:

1. Discuss and analyze a broad range of contemporary administration and management practice

models for human service organizations in the public and private sectors.

2. Analyze political/economic challenges and constraints faced by members of human service

organizations, and develop responsive strategies.

3. Critically examine and develop the range of skills necessary to administer organizations and

agencies with broadly diverse employees in terms of age, sexual orientation, disability, race,

class, etc.

4. Develop management skills for team building and motivating employees.

5. Critically examine power relationships and management culture of agencies and

organizations.

6. Identify strategies for facilitating diversity and developing nondiscriminatory policies that

support an equitable work environment.

7. Conceptualize the differences between administration and management and leadership in

human service organizations.

8. Examine the role of professional ethics and values in managing human service organizations.

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SOWO 874 Weil Fall Semester 2013 2

9. Demonstrate ability to employ learning strategies to improve administration and management

of organizations.

10. Identify management and administration behaviors that contribute to dysfunction in human

service organizations via organizational assessment.

11. Apply knowledge base to evidence-based practices. EXPANDED DESCRIPTION:

Students will learn about a variety of administrative and management practices and approaches used

in nonprofit, public, and for-profit organizations. This course focuses on increasing understanding of

organizational theory, the socio/political context of practice, and developing knowledge and skills

needed for effective administrative and management practice. Building leadership skills is a

continuous course emphasis. Students will gain knowledge and skills in human resource management,

supervision and staff development, team building, motivation for performance, interorganizational

collaboration, organizational learning strategies, cultural competence with a diverse staff, and

effectively serving diverse and multicultural populations as well as aspects of program planning,

strategic management and planning, governance, financial and information management, external

relations, funding, evaluation, and strategies for leading change efforts. The role of ethics in effective

management and skills in strengthening organizational cultural competency will be examined.

The course emphasizes competencies articulated and discussed by the Network for Social Work

Management available on their website and documented in two Guides:

1. Human Service Management Competencies: A Guide for Non-profit and for Profit Agencies,

Foundations, and Academic Institutions. (revised October 2012)

Prepared by Anthony Hassan, William Waldman, and Shelly Wimpfheimer

2. Human Services Management Competencies: A Guide for Public Managers.

Prepared by Anthon Hassan and Shelly Wimpfheimer

REQUIRED TEXTS:

Austin, M. J., Brody, Ralph, & Packard, T.R. (2009). Managing the challenges in human service

organizations: A casebook. Thousand Oaks, CA: Sage Publications, Inc.

Linnell, D., Radosevich, Z., Spack, J., and Third Sector New England. (2002). Executive directors

guide: The guide for successful nonprofit management. Boston: United Way of Massachusetts

Bay.

Patti, R.J. (2009). The handbook of human services management. Thousand Oaks, CA: Sage

Publications.

(These required texts have been placed on reserve at the undergraduate library.)

ADDITIONAL READINGS AND MATERIALS:

As noted in Following Class Sessions other readings that are required or recommended are available

on the course’s Sakai Site in folders for each class session, or on Web sites discussed in class.

In addition with recognition of rapidly growing literature and federal and local policy shifts-new

materials will doubles emerge:

Please note that there may be adjustments and additions to the readings, and that there will be

readings that are not listed in your syllabus, which are done in class.

REQUIRED USE OF RELEVANT JOURNALS:

You are also expected to use relevant, selected material from at least three of the following journals in

major papers for the course. Volumes of these journals are held in Davis Library and are also

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SOWO 874 Weil Fall Semester 2013 3

available on-line. These journals are major resources in social work for administration and

management practice, organizational change and other areas of macro practice. You are encouraged to

utilize other relevant journals in related disciplines

Journals required for use in preparation of Papers and Presentations for SOWO 874:

Administration in Social Work

Nonprofit and Voluntary Sector Quarterly

The Social Service Review

The Journal of Community Practice: Organizing, Planning, Development & Change

The Journal of Sociology and Social Welfare

Research in Social Work

Students are encouraged to investigate additional journals and materials.

TEACHING METHODS:

This course will engage students in a variety of Teaching/Learning methods—including in-

class exercises and role plays, shared presentations, small and large group discussion, brief

lectures, and guest presenters. I am committed to principles of adult learning and hope the

class room will model a learning organization of a type that you will want to employ in your

work post-graduation. Participatory learning and discussion will be a hallmark of your on-

going learning during your career and I hope the course will be a model for that collegial

style of shared learning. These points are consonant with the Competencies for Human

Service Management published by the Network for Social Work Management which will be

used in the course. It is expected that students and instructor will treat each other with

respect and as colleagues engaged in a joint learning project.

ASSIGNMENTS OVERVIEW AND DUE DATES:

Students will be evaluated on the following assignments:

#

Assignment Weight Date Due

1 Managerial Tasks and Guiding Theories 15% 9/25/2013

2 Organizational Cultural Competency Assessment & Reflection 15% 10/16/2013

3 Inter-Organizational Interview 15% 11/04/2013

4 Student Selected Issue Analysis (Introduction to Final Paper)

or Special Project (to be approved by Instructor)

15% 11/30/2013

5 Leading Organizational Change or Policy Advocacy for Change 25% 12/10/2013

6 Participation 15% Continuous

EXPECTATIONS FOR WRITTEN ASSIGNMENTS:

All written assignments are expected to show evidence of critical and creative thinking as well as

thoughtful consideration of the literature, research, and where relevant your practice and volunteer

experience and other resources (for example interviews). All assignments are expected to contain

references to course literature, specialized literature and relevant scholarly journals.

Students are expected to use Standard English. Assignments will be graded on content, quality of

analysis and writing, and creativity; credit will be lowered for poor grammar, syntax, or spelling.

Those who have experienced problems in writing are strongly encouraged to use online resources of

the campus Writing Center (http://www.unc.edu/depts/wcweb/) and/or seek assistance from Diane

Wyant or Susan White in the School of Social Work who can provide excellent writing support.

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SOWO 874 Weil Fall Semester 2013 4

The School of Social Work faculty has adopted APA style as the preferred format for papers and

publications. All written assignments for this course should be submitted in APA style. Exceptions to

this requirement are that students are expected to format and present their written work based on

1) assignment instructions and 2) double spacing for all assignments.

Information concerning APA style and writing resources are listed below:

American Psychological Association. (2009). Publication manual of the American

Psychological Association, 6th Edition. Washington, D.C.: American Psychological

Association.

http://www.apastyle.org/elecref.html (APA Style for material in electronic formats)

http://owl.english.purdue.edu/handouts/research/r_apa.html (general information about

documentation using APA style)

http://www.bartleby.com/141/ (electronic version of Strunk's The Elements of Style which was

originally published in 1918)

http://www.fas.harvard.edu/~wricntr/resources.html (The Writing Center, links to on-line

reference material and many other useful sites for authors)

http://www.unc.edu/depts/wcweb/ (The UNC Writing Center—on-line and tutorial help at

Phillips Annex 962-7710)

Class Participation 15% Continuous For this class, professional level participation will be assessed in relation to the quality of the initial

Leadership Profile and Organizational Assessment and the following activities and behaviors: Active

engagement in class discussions; Asking thoughtful questions of guest speakers, Other class members

and the Instructor; Completion of homework and in-class assignments; Attentiveness in class to other

class members, guest speakers and Instructor; and Active participation and leadership in class

exercises.

Managerial Tasks and Guiding Theories 15% 9/25/2013

Review the class readings and information discussed about major managerial/administrative

responsibilities and tasks. Develop a brief paper that applies the theory/theories you think will provide

the best guidance in fulfillment of those responsibilities for two task areas. Explain the theory and

illustrate application of the theory in a chart or figure. (4 pages ((3??+ chart? )

Cultural Competency Assessment and Reflection 15% 10/16/2013

Select an issue in social work leadership/administration/management (i.e. human resources,

recruitment, staff development, etc.) and analyze the issue in relation to the knowledge base, practice

approaches and skills needed to increase organizational cultural competence focusing on both internal

competency (staff diversity, inclusion, decision-making) and external competency with populations

served (i.e. developing effective services for multicultural populations through empowerment oriented

programs and advocacy for clients and populations served).

Inter-organizational Interview 15% 11/04/2013

Organizations are often part of a service network, a collaboration, or a coalition. Investigate these

types of interorganizational work and determine which type you wish to study. Select a collaboration

or coalition leader to interview about the issue of focus and the structure and process of

interorganizational work. With the interviewee, analyze how they have developed relationships, built

resilience and produced results. Using the information you have collected from the interview and

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SOWO 874 Weil Fall Semester 2013 5

readings, develop a brief report of the interview and central issues the coalition/collaboration faces.

The report should be between 4-6 pages and may contain additional exhibits.

Student Selected Issue Analysis (Introduction to Final Paper – or Special Topic) 15%

11/30/2013

This analytic paper serves as the introduction to your final paper for the course. You may focus on a

critical issue in your field placement organization or an agency or coalition that you know well, or

with permission of the instructor you may select another setting. For this assignment, select a

leadership, management/administrative issue of great interest to you. For example you might choose

the subject of one or two of the class sessions, or select another issue of your choice. Identify the

problems and challenges related to the your topic (such as staff recruitment that does not take account

of increasingly diverse client populations; or the increasing challenges of fundraising/resource

development in your area of service. Use case examples, research, readings, to support your position

of problem identification and why this issue is of major importance for the population served and the

service sector in which you work. This analysis (5-6 pages)will affect the strategic choices you make

in your final paper focused on leading change.

(Meet with Instructor to discuss Special Topic Option)

Final Paper: Leading Change 25% This paper can have an organizational or external focus:

For your final project, move from problem identification and analysis and develop a plan for leading

change related to the issue of your choice. Focus on an issue in an organization or coalition that you

know well (or another issue with permission of the instructor). Summarize the issue and its current or

imminent consequences. Examine and assess options for change, describe your goals and strategy for

change. Describe the leadership challenges you will face to carry forward the needed change work in

the organization or its environment. Determine the strategic path for positive change and illustrate the

steps you would take to effect the needed change. Develop a 6-7 page analytic paper and a strategic

path chart to guide your planned change.

GRADING SYSTEM:

The School of Social Work operates on an evaluation system of Honors (H), Pass (P), Low Pass (L),

and Fail (F). The numerical values of these grades are:

H: 94-100 P: 80-93 L: 70-79 F: 69 and lower

A grade of P constitutes entirely satisfactory graduate work. The grade of Honors (“H”) — which

only a limited number of students attain -- signifies that the work is clearly excellent in all respects.

GRADING GUIDES:

Grading guides for major assignments can be found on the Course Sakai Site. These guides identify

grading criteria for each assignment, including the relative weight of each criterion. Therefore,

students are advised to follow the guides, as they constitute the Instructor’s expectations and illustrate

the evaluation methodology for assignments.

POLICY ON INCOMPLETES AND LATE ASSIGNMENTS:

A paper is considered late if it is handed in any later than the start of class on the day it is due. For all

assignments, provide a hard copy for the instructor on the due date and send an e-copy. Papers not

submitted on time will have points deducted for lateness. In the event of an emergency, contact the

instructor to work out a plan for delivery of the assignment.

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SOWO 874 Weil Fall Semester 2013 6

A grade of Incomplete is given only in exceptional and rare circumstances that warrant it, e.g. family

crisis, serious illness. It is the student’s responsibility to request and explain the reasons for an

Incomplete. The instructor has no responsibility to give an Incomplete without such a request.

POLICY ON ACADEMIC DISHONESTY:

It is the responsibility of every student to obey and to support the enforcement of the University’s

Honor Code (http://instrument.unc.edu), which prohibits lying, cheating, or stealing in actions

involving the academic processes of this class. Students will properly attribute sources used in

preparing written work and will sign a pledge on all graded coursework certifying that no

unauthorized assistance has been received or given in the completion of the work and that the work is

the student’s original work prepared for this course.

All written assignments should contain a signed pledge from you stating:

“I have not given or received unauthorized aid in preparing this written work.

This work was created for this course and has not been submitted previously or

concurrently for another course.”

If you are interested in developing a larger project of special interest that relates to more than one

course, you must discuss it initially with both instructors and provide information about what aspects

of your assignment proposal are designed for each course and any aspects that are common to both.

Credit will not be awarded for unpledged work. Please refer to the APA Style Guide, The SSW

Manual, and the SSW Writing Guide for information on attribution of quotes, plagiarism and

appropriate use of assistance in preparing assignments. In keeping with the UNC Honor Code, if

reason exists to believe that academic dishonesty has occurred, a referral will be made to the Office of

the Student Attorney General for investigation and further action as required.

POLICY ON ACCOMMODATIONS FOR STUDENTS WITH DISABILITIES:

Students with disabilities that affect their participation in the course and who wish to have special

accommodations should contact the University’s Disabilities Services Office

(http://disabilityservices.unc.edu) and provide documentation of their disability. Disabilities Services

will notify the instructor that the student has a documented disability and may require

accommodations. Students should discuss the specific accommodations they require (e.g. changes in

instructional format, assignment format) directly with the instructor on or before the first day of class.

Use of Laptops or Other Electronic Devices:

Laptops and iPads can be used in class for small group activities, and for in-class assignments, and to

locate useful sites for discussion at the Instructor’s request. Electronic devices are approved when

used as an approved accommodation for students with disabilities in accordance with the University’s

policy on disabilities

Use of electronic devices for non-class related activities is prohibited. Cell phones should be turned

off or put on vibrate during class. In the event of an emergency phone call related to the care of

family please leave the classroom for your call. Class members using electronic devices for other than

class purposes will be asked to leave class as this activity is unprofessional and distracting to other

students and to the instructor.

OTHER POLICIES/GENERAL INFORMATION:

For all class papers, including reflection papers, submit two copies to the instructor (one hard copy

and one e-mail submission). If you are away and need to initially submit a paper via e-mail, provide

the instructor with a hard copy as soon as possible.

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SOWO 874 Weil Fall Semester 2013 7

The Human Services Management Competencies Guides developed by The Network for Social Work

Management will be used in classes to connect theory, knowledge, research, skills, and competencies.

In several sections of the course, readings and exercises from the Community Tool Box web-site

developed and managed by the University of Kansas will be employed. Locate assigned materials

through the Table of Contents - Community Tool Box - University of Kansas

ctb.ku.edu/en/tablecontents

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SOWO 874 Weil Fall Semester 2013 8

COURSE OUTLINE AND READINGS

CLASS ONE – AUGUST 26:

INTRODUCTION ORGANIZATIONAL THEORY &

LEADERSHIP STYLES

Topics:

Introductions

“Leadership Self-Portrait” combing results from your “Competing Values Framework and

Leadership Styles”; “CTB Leadership Styles” discussion; and your responses to the Verma,

(1996) “Leadership Style Assessment.” How does each scale inform you about your

capabilities and leadership style? Be prepared to discuss your “composite portrait” and the

guidance it provides for setting learning goals for the semester.

Discussion of Organizational Theory Readings – What do they bring to your understanding of

practice in human service organizations and the specific context of your practice?

Review of Course Syllabus

In Class Exercises:

1. “Leadership Self Portrait” combining three activities, small group and class discussion

2. Introduction of materials for “Organization Study Profile”, Initial Data collection to be discussed

in Class 2.

3. Introduction of “Master Matrix” for students to track and connect major concepts throughout

course.

4. Discussion of Readings

Required Readings:

Edwards, R.L. and Austin, D.M. (2006). Managing effectively in an environment of competing

values, in Edwards, R.L. & Yankey, J.A., Effectively managing nonprofit organizations

Chapter 1, pp. 3-27. Washington D.C.: NASW Press. SAKAI COMPLETE AND BRING TO CLASS THREE COPIES OF YOUR COMPETING VALUES SELF

ASSESSMENT AND YOUR COMPOSITE “LEADERSHI SELF PORTRAIT.”

Linnell, D., Radosevich, Z., Spack, J., and Third Sector New England. (2002). Executive directors

guide: The guide for successful nonprofit management. Chapter 1. Leadership. Boston:

United Way of Massachusetts Bay.

Lewis, J. Packard, T.R., & Lewis, M.D. (Hereafter noted as LPL) (2012). Applying organizational

theories, in Management of human services, 5th edition. Chapter 4, pp. 78-98. Belmont, CA:

Brooks/Cole-Cengage. SAKAI

Hasenfeld, Y. (2009). Human services administration and organizational theory in R.J. Patti (Ed.)

The Handbook of Human Services Management Chapter 3, pp. 53 - 80. Thousand Oaks, CA:

Sage Publications

Community Tool Box Chapter 13, section 3. Leadership Styles: ctb.ku.edu/en/tablecontents

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SOWO 874 Weil Fall Semester 2013 9

LABOR DAY—NO CLASS MEETING – SEPTEMBER 2: USE THIS UPDATED VERSION

COMPLETE READINGS AND EXERCISES FOR CLASS ON SEPT. 9.

COLLECT DATA FOR YOUR ORGANIZATION PORTFOLIO

Over this non-class week complete the following readings and make notes of your questions and ideas

the readings provoke for you.

Austin, M. J., Brody, Ralph, & Packard, T.R. (2009). Chapter 1. Introduction; and Chapter 2. Case

assessment and debriefing Managing the challenges in human service organizations: A

casebook. (Chapter 1, pp. 1 – 16 and 2, pp. 16-26). (Skim this reading and note any

questions raised for you)

Austin, M. J., Brody, R. & Packard, T. (2009). Case 5.11: Productivity and performance. In

Managing the challenges in human services organizations: A casebook, pp.145 – 148.

Thousand Oaks, CA: Sage Publications. (This case will be discussed in Class 2)

Ginsberg, L. & Gibelman, M. (2009). The structure and financing of human service organizations,

Chapter 4. in Patti, R.J., The handbook of human services management 2nd edition (Chapter

4, pp. 81-100). Thousand Oaks, CA: Sage. (This chapter will be included in discussion in

Class 2.)

Take notes to indicate how your Agency fits (or does not fit) the typologies presented in the

chapter.

Preparation of your Organization Study Profile (for study and exercises throughout semester):

This project will engage you in collecting data about your placement agency in a structure designed

for organizational analysis Data Collection. It will provide you with a model for your future work in

which accurate organization analysis of your agency and network agencies is an important aspect of

work.

Bring to class two copies of basic information about your agency noting the name and structure of

your field placement agency as a Public Agency, Nonprofit, or for profit-- and its major financing

sources.

Bring to class two copies of your field agency’s Organizational Chart (one for yourself and one for

the Instructor) for discussion of differences and similarities of agency structure.

CLASS TWO – SEPTEMBER 9:

LEADERSHIP DIMENSIONS OF HUMAN SERVICES

MANAGEMENT

& ADMINISTRATION ACROSS SECTORS

Topics:

Leadership for achieving mission and organizational goals

Management in the Human Service Sector—nonprofit, public, and for-profit organizations

Funding structures

Management purposes, practices and prospects

What human services managers do and how they do it

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SOWO 874 Weil Fall Semester 2013 10

Leadership to deal with challenges of management in turbulent times

Organizational and administration theory

In Class Exercises:

1. Introduction: Organization Study Profile—discussion of initial data collected.

2. Exercise: Mission Discussion – (later Values—Espoused Values and Values-in-Use

3. Discussion in Small Groups re meaning of basic info collected about agencies—perhaps divide into

Nonprofits and Publics, and for-Profits--- or by fields of practice—Small groups discuss and prepare

Flip chart summary of Agency Characteristics and Challenges they face.

4. Class Discussion of impact of auspices and funding on current context & challenges for

agency work from review of the assigned readings:

5. Discussion of Assignments

6. Discussion of Readings

Readings:

Kettner, P.M. (2002). Understanding the organization from a systems perspective

Chapter 3. in Achieving excellence in the management of human service

organizations. Boston: Pearson.

Patti, R.J.. (2009) Management in the human services: Purposes, practice and prospects in the 21st

century. In The Handbook of Human Services Management Chapter 1, pp. 3 – 27. Thousand

Oaks, CA: Sage Publications.

Menefee, D. (2009). What human services managers do and why they do it, in The Handbook of

Human Services Management Chapter 5, pp. 101–116. Thousand Oaks, CA: Sage

Publications.

Lewis, J. Packard, T.R., Lewis, M.D. (2012). Facing the challenges of management, in Management

of human services, 5th edition Chapter 1, pp. 1-22. : Belmont, CA: Brooks/Cole-Cengage

SAKAI

Linnell, et al. (2002). Chapter 2. Mission, vision and values in Executive directors guide: The guide

for successful nonprofit leadership. Boston: United Way of Massachusetts Bay.

Recommended Additional Resources: (useful for assignments and class discussion)

Reisch, M. (2009). General themes in the evolution of human services administration, in The Handbook of

Human Services Management Chapter 2, pp. 29 –51. Thousand Oaks, CA: Sage Publications.

Schmid, H. & Hasenfeld, Y. (2013). Contracting out of social services, in On-line encyclopedia of social work.

Stoesz, D. (2013). Contexts/Settings: Corporate Settings, in On-line encyclopedia of social work.

In Class:

Austin, M. J., Brody, R. & Packard, T. (2009). Case 7.2: Client-centered administration

or organization-centered administration. In Managing the challenges in human services

organizations: A casebook, pp.181 – 183. Thousand Oaks, CA: Sage. (vocational

services for adults with developmental disabilities)

CLASS THREE – SEPTEMBER 16

MANAGING HUMAN RESOURCES --HUMAN RELATIONS SKILLS

& PROMOTING INCLUSION AND DIVERSE WORKFORCES

Topics:

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SOWO 874 Weil Fall Semester 2013 11

Motivating for Performance, Managing Human Resources, & Promoting Workforce Diversity

Major management functions related to Human Resources

Anti-discrimination Regulations (Legislation summaries) and Basic Disability rights; policies

Promoting Inclusion

Moving from Non-discrimination to Inclusion

Exercises:

1. Class Members: Bring to Class a copy of your Organizational chart with Staff Diversity information

mapped. Discuss the cases & charts in Class.

2. St. Onge, P. (2013). Cultural competency: Organizations and diverse populations, Chapter 19

in HCP2 pp. 427-433 Iceberg Figure and Building and maintaining an organizational culture.

3. Discuss Parish et al. cases in relation to Mor Barak perspective

Required Readings:

Linnell, et al., Chapter 10. Human Resources

Kettner, P.M. (2002). Chapter 11. Strengthening the Organization through excellent recruitment,

selection, and hiring practices in Achieving excellence in the management of

human service organizations. Boston: Pearson.

Mullaly, B. (2007). Chapter 10. Oppression: The focus of structural social work, in The new

structural social work. (Ontario, CA: OUP. pp. 252-285.

Vinokur-Kaplan, D. (2009). Motivating work performance in human service organizations. In The

Handbook of Human Services Management. Chapter 10, pp. 209 - 237. Thousand Oaks, CA:

Sage Publications. Develop Exercises focused on Figure 10.1 Employee Commitment &

Motivation, p. 216; & Table 10.1 Approaches to Work Motivation

Mor Barak, M. M. (2009). Social psychological perspectives of workforce diversity and inclusion in

national and global contexts. In The Handbook of Human Services Management. Chapter 11,

pp. 239 - 254. Thousand Oaks, CA: Sage Publications. (social identity theory p. 245, 247;

exclusion; inclusion—good diagrams) very useful –develop bullet points—what mitigates

against discrimination; what strategies promote inclusion—interaction of social identify and

positional status)

Parish, S.L., Ellison, M.J., Parish, J.K. (2006). Managing diversity. In Edwards & Yankey Effectively

managing nonprofit organizations. Chapter 8 pp. 179- 194. Read Case 2p.190-191 [adult with

developmental disability]; case 3 [anti-immigrant slur] and case 4 [leave policy for unmarried

partners]

Summary of Federal Anti-Discrimination Materials—including Disability, Race/Ethnicity & Gender

Discrimination. SAKAI

OPTIONAL READINGS:

Mastracci, S. H. & Herring, C. (2010). Nonprofit management practices and work processes to promote gender diversity.

Nonprofit Management and Leadership, 21, 2,155-175. DOI: 10.1002/nml.20018

French, P.E. (2009). Employment laws and the public sector employer: Lessons to be learned from a review of lawsuits filed

against local governments. Public Administration Review, 69, 1, 92–103. DOI: 10.1111/j.1540-6210.2008.01943.x

Stephens, A. Jacobson, & C. King, C. (2010). Describing a feminist-systems theory. Systems Research and Behavioral

Science, 27, 553-566. DOI:10.1002/sres.1061 How do I find this one?? Donna located – it is in UNC Lib

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SOWO 874 Weil Fall Semester 2013 12

In Class: Choose

Austin, M. J., Brody, R. & Packard, T. (2009). Case 4.2: Caught in the middle: Mediating

differences in gender and work style. In Managing the challenges in human services

organizations: A casebook, pp.73-75. Thousand Oaks, CA: Sage Publications.

CLASS FOUR – SEPTEMBER 23

POLITICAL/SOCIAL CONTEXT FOR LEADERSHIP

MANAGING AND LEADING IN THE MIDST OF MAJOR POLICY AND POLITICAL

CHANGE

Guest Speaker: Chris Fitzsimons of NC Policy Watch

Topics:

Understanding Political, Social, Legal, and Policy context which impact the poor and

vulnerable and others served by human service organizations

Advocacy and lobbying

Advocacy responses to policy and legal changes

Leadership in challenging times

Innovating in times of adversity

Leadership and performance

Discussion of work of NC Policy Watch and Recent NC Legislation related to vulnerable

populations and human service organizations

Required Readings:

Mosley, J. E. (2009). Policy advocacy and lobbying in human service organizations. In The Handbook

of Human Services Management. Chapter 22, pp. 455 - 470. Thousand Oaks, CA: Sage

Publications.

OR

Hoefer, R. (2014). State and local policy advocacy, Chapter 9 in M. Reisch. Social policy and social

justice thousand Oaks: Sage

Packard, T. (2009). Leadership and performance in human service organizations. In The Handbook of

Human Services Management Chapter 7, pp. 143 – 164. Thousand Oaks, CA: Sage

Publications.

Eadie, D.C. (2006). Building the capacity to lead innovation, in R.L. Edwards & J.A. Yankey,

Effectively managing nonprofit organizations , Chapter 2 pp. 29-46

NASW Summary of Legislation passed this year & & Perspective

Select Posts from NC Policy Watch

Finn, J.A. & Jacobson, M. (2013). Social Justice in On-Line Encyclopedia of Social Work. OUP.

OR

Pollard, B. (2013). Civil Rights in On Line Encyclopedia of Social Work, OUP.

CTB, Ch. 15 Section 1. Becoming and effective leader.

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SOWO 874 Weil Fall Semester 2013 13

Optional Readings:

Linnell, Chapter 9 Community Development & Government Relations

Serim, J. (2014). Interdisciplinary perspectives: Key concepts to inform practice, Chapter 18 in M.

Austin, Social justice.

Possible Resources: Select your own to add to discussion:

o Southern Poverty Law Center http://www.splcenter.org/what-we-do/immigrant-justice (Please

Review)

o American Civil Liberties Union: http://www.aclu.org/racial-justice Racial justice

o Federal Laws Prohibiting Job Discrimination Questions and Answers Federal Equal Employment

Opportunity (EEO) Laws: http://www.eeoc.gov/facts/qanda.html

o Sites discussing states that have legalized gay marriage and those that have not

Homework for Class 5: Give out Organizational Cultural Competency Assessment in St. Onge and

ask students to complete as much as they can in relation to their field agency or a previous place of

work. Examine –strategies for organizational change.

CLASS FIVE – SEPTEMBER 30

MANANGING FOR PERFORMANCE—

SUPERVISION AND STAFF DEVELOPMENT—

BUILDING INTERNAL CULTURAL COMPETENCY

WHO ARE WE? & WHO DO WE SERVE?

Homework and Exercise for Class 5.

St Onge, P. Organizational Cultural Competency Assessment in Chapter 19. Handbook of

Community Practice, second edition. Bring two copies of your assessment to class compare

and contrast issues in small groups. SAKAI

Exercise: Group review of St. Onge Definitions—pp. 5-8 (Handout)

Exercise Interviewing a Potential Employee: In trios, Students will take turns being the interviewer,

the interviewee, and the observer. After earlier preparation of an interview schedule and using

recommendations from Pecora, et al. on interview schedules and interview processes (particularly p.

96). Take turns with asking three interview questions—with probes, Exchange places every 10

minutes after the interview simulation. When we reconvene as a class, there will be opportunity for

observations and discussion of interviewing issues. Pecora, et al. Read brief section on preparing to

interview a potential employee, p. 96 and select a set of questions appropriate for the interview

exercise to be conducted in class.

Topics:

Managing for Performance

Strategic Supervision

Supervision of Staff and Volunteers—Issues of status and diversity

Staff Development—

Building Internal Cultural Competence

Issues in leadership development

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SOWO 874 Weil Fall Semester 2013 14

Supervision and Staff Development Readings:

Pecora, P.J, Cherin, D., Bruce, E., & Arguello, T.de J. (2010). Screening and interviewing for

selection, Chapter 5. in Strategic Supervision: A brief guide for managing social service

organizations. Thousand Oaks, CA: Sage.

Kettner, P.M. (2008 or 2013): Chapter 7. Maximizing employee potential through staff

training and development, in Excellence in human service organization

management, 2nd edition. Boston: Pearson.

OR

Hopkins, K., (2009). Supervision, development, and training for staff and volunteers. In

Handbook of human services management. Chapter 13, pp. 283 - 294. Thousand Oaks, CA:

Sage Publications.

Cultural Competence—Staff, Supervision and Organization Readings:

St. Onge, P. (2009) Cultural Competency as Changing Institutions, Chapter 8. in P. St. Onge,

Embracing Cultural Competency: A Roadmap for Nonprofit Capacity Leaders. St. Paul, MC:

Fieldstone Alliance/Turner Books, New York. pp. 121-138.

Grissom, J.A. & Keiser, L. R. (2011). A supervisor like me: Race, representation, and the satisfaction

and turnover decisions of public sector employees. Journal of Policy Analysis and

Management, 30, 3, 557–580.

OR

Vergara-Lobo, A. (2009). Changing the Conditions that Made Me Feel Unwelcome, Chapter 5. in P.

St. Onge, Embracing Cultural Competency: A Roadmap for Nonprofit Capacity Leaders. St.

Paul, MC: Fieldstone Alliance/Turner Books, New York. pp. 67-77. (Case Example)

McRae, M.B. & Short, E.L. (2010). Chapter 8. Strategies for leadership in multicultural groups, in

Racial and cultural dynamics in group and organizational life: Crossing boundaries, pp. 113-

130. Thousand Oaks, CA: Sage.

Iglehardt, A, (2009). Managing for diversity and empowerment, Chapter 14. In Patti Handbook –

Performance Readings:

Packard, T. (2009). Leadership and performance in human service organizations. In The Handbook of

Human Services Management Chapter 7, pp. 143 – 164. Thousand Oaks, CA: Sage

Publications.

Kettner, P.M. (2002). Chapter 9. Maximizing organizational performance through human resource

planning in Achieving excellence in the management of human service organizations.

Boston: Pearson.

Optional:

Linnell, Chapter 10 Human Resources—People Practices.

CLASS SIX – OCTOBER 7

ORGANIZATIONAL - INTERORGANIZATIONAL COLLABORATION—

EFFECTIVE SERVICES, EMPOWERMENT, AND ADVOCACY

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SOWO 874 Weil Fall Semester 2013 15

Topics:

Building partnerships and networks

Agency environment: external and natural

Building effective services

Client and community empowerment

Advocacy for service populations and vulnerable communities

Exercises:

Comparing Collaborations and Coalitions

Required Readings:

Alter, C. (2013). Interorganizational practice interventions, in The on-line encyclopedia of social

work. New York: Oxford University Press.

Glisson, C. (2009). Organizational climate and culture and performance in the human services,

Students will select one service system oriented chapter from HCP2 of the following to

analyze as case studies of organizational climate and culture:

Gutierrez, L.G. & Lewis, E.A. (1999). Chapter 1. Empowerment as a model of practice in

Empowering women of color, New York: Columbia University Press. pp. 3-23

White, E. (2014) Social injustice experienced by the LGBT community, chapter 20 in Austin, Social

Justice & Social Work

Hoskins, L. & Angelica, E. (2005). Chapter 1. Introduction and Chapter 2. Understanding alliances, in

Forming Alliances, Fieldstone Alliance/Turner Books, NY. McRae, M.B. & Short, E.L. (2010). Chapter 7. Leadership, authority, and power in racially and

culturally mixed groups. in Racial and cultural dynamics in group and organizational life:

Crossing boundaries. Thousand Oaks, CA: Sage.

Samples, M. & Austin, M.J.(2013). The role of human service nonprofits in promoting community

building, Chapter 32. In M. Weil, M. Reisch, & M. Ohmer, The handbook of community

practice. Thousand Oaks, CA: Sage, pp.685-700

Optional Readings:

Serim, J. (2014). Client voice and expertise in promoting social justice, Chapter 24 in M.J. Austin

(Ed.), Social Justice & Social Work: Rediscovering a core value of the profession. Thousand

Oaks, CA: Sage. pp. 309-324.

Le Roux, K. (2014). Social Justice and the role of nonprofit human service organizations in

amplifying client voice Chapter 25 in M.J. Austin (Ed.), Social Justice & Social Work:

Rediscovering a core value of the profession. Thousand Oaks, CA: Sage. pp. 325-238.

CLASS SEVEN – OCTOBER 14

INTERSECTIONALITY AND DIVERSITY-- INTERNAL LEADERSHIP ISSUES &

EFFECTIVELY SERVING DIVERSE & MULTICULTURAL POPULATIONS

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SOWO 874 Weil Fall Semester 2013 16

Communities of Color, Diverse Ethnic Groups, LGBT Community, Women

CREATING EMPOWERMENT ORIENTED SERVICES & SUPPORTING

COMMUNITY LEADERSHIP

Topics:

Embracing diversity

Understanding concept of empowerment and acting on it

Understand and be able to explain the complexities of Intersectionality

Understanding and giving examples of issues related to discrimination against and

empowerment of Groups who have been marginalized and stigmatized

Understanding of critical race, feminist and queer theory

Ability to explain basic principles of human rights

Developing knowledge and skills to engage in cross- and multi-cultural work

Readings:

Eun-Kyoung, Othelia Lee & McRoy, R. (2013). Multiculturalism, in On-Line encyclopedia

of Social Work. Oxford University Press (will need link when established)

Gutierrez, L.G. & Lewis, E.A. (1999). Chapter 6. Bringing an empowerment perspective into

organizational practice in Empowering women of color, New York: Columbia

University Press. pp. 80-99.

Wronka, J.A. (3013). Human Rights in On-Line Encyclopedia of Social Work, OUP

OR

Bendl, R., Fleischmann, A., & Hofmann, R. (2009). Queer theory and diversity management:

Reading codes of conduct from a queer perspective. Journal of Management &

Organization, 15, 625-638.

St. Onge, P. (2013), Cultural competency, Chapter 19 in HCP2, Cultural Competency--Power

and Organizational Cultural Competency Assessment: , pp. 423-433; & 440-444.

or

McRae, M.B. & Short, E.L. (2910), Leadership, authority, and power in racially and

culturally mixed groups, pp. 102-107 Chapter 7 in Racial and cultural dynamics in

group and organizational life

Lauffer, A. (2011). Learning about your own agency’s culture, pp. 230-236, in

Organizational culture, Chapter 7 in Lauffer Understanding your social agency, 3rd

edition. Thousand Oaks, CA: Sage.

Select reading from:

a. Old & New Feminist Theory 1st, 2md and 3rd generation Feminist

theory

b. Critical Race Theory; Critical Feminist Theory—Dominelli

Optional Readings:

Burghardt, & Tolliver (2010). Embracing diversity, Chapter 28 in Stories of transformative

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SOWO 874 Weil Fall Semester 2013 17

leadership in the human services. Thousand Oaks: Sage. pp. 215-232

EVENTS: SEE IF WE CAN GET A SCREENING OF “THE NEW BLACK”—FILM BEING SHOWN AT LGBT

FESTIVAL—

Video Links:

Don't Change Yourself: Change the Law | Kimya's Story (NSFW): --good example – has

Michigan law changed?

http://www.youtube.com/watch?v=yOjmD7sp814

Denise shares her story of employment discrimination: transgender and fired from

corporation

http://www.youtube.com/watch?v=FJ_j5OQq2qU

http://live.wsj.com/public/page/video-search.html?q=diversity

Research on LGBT Employment Discrimination:

http://www.youtube.com/watch?v=MxKlHD_1p20

OPTIONAL Materials: Review web-site of at least two associations:

o National Association of Black Social Workers

o Association of Muslim Health Professionals http://www.amhp.us

o Jewish social work in the United States from 1654-1954

http://www.ajcarchives.org/AJC_DATA/Files/1956_3_SpecialArticles.pdf

o North American Association of Christians in Social Work

http://www.nacsw.org/index.shtml o Lambda Legal: http://www.lambdalegal.org

o American Civil Liberties Union: http://www.aclu.org/lgbt-rights

o Transgender Law Center: http://www.transgenderlawcenter.org

Video Links: MW These need to be checked out—may need some more up to date—Prefer

SW orgs or situations in which SWers have advocated Largest EEOC settlement ever in Rochester:

http://www.youtube.com/watch?feature=endscreen&NR=1&v=dEis0ruWQ_s

FOX4 News(4)_1.mp4 Louisiana

http://www.youtube.com/watch?v=iVjBH4YThCI&feature=channel&list=UL

Federal Investigators find Racial Discrimination at Turner Industries:

http://www.youtube.com/watch?v=4ohY73t1bi0

Racial discrimination in Flint, MI PD http://www.youtube.com/watch?v=kszbr8dJlDU&feature=related

(alleges discrimination against White officers).

http://live.wsj.com/video/washington-capitals-owner-ted-leonsis/49CB6AB1-527E-404A-A965-

7E96A2D877F1.html#!49CB6AB1-527E-404A-A965-7E96A2D877F1

Materials—Resources Review two of these Resources.

o Southern Poverty Law Center http://www.splcenter.org/what-we-do/immigrant-justice

REQUIRED

o American Civil Liberties Union: http://www.aclu.org/racial-justice Racial justice

o Federal Laws Prohibiting Job Discrimination Questions and Answers Federal Equal

Employment Opportunity (EEO) Laws: http://www.eeoc.gov/facts/qanda.html

o Consider one just above if it is the one printed out re laws=----need to decide which laws

& which sections.

o Need list of states that have legalized gay marriage

CLASS 8 – OCTOBER 21

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SOWO 874 Weil Fall Semester 2013 18

PLANNING AND PROGRAM DESIGN—

INCLUSIVE Planning (Participatory Planning)

Objectives:

Readings:

Martin, L. L. (2009). Program planning and management. In The Handbook of Human Services

Management. Chapter 16, pp. 339 - 350. Thousand Oaks, CA: Sage Publications.

Linnell, Chapter 3. Program Development

SELECT TWO:

Netting, F.N., O’Connor, M.K., & Fauri, D.P. (2008) Program planning in Diverse Cultural contexts,

Chapter 6, pp. 213-249). & Conclusion, pp. 249-252 in Comparative approaches to program

planning. Hoboken, N.J.: Wiley.

Use these cases for Class Examples:

Sager, J. & Weil, M. (2013). Larger scale social planning, Chapter 13 in The handbook of community

practice. Thousand Oaks, CA: Sage. pp. 299-328.

Related Austin cases and Austin Chapter from Mgt Handbook

CLASS 9 – OCTOBER 28

STRATEGIC MANAGEMENT AND PLANNING

Objectives:

The Planning Process

Defining Strategic Planning—and Strategic Management - needed in times of rapid change

Strategic Planning vs. Operational Planning

Program Planning and Management

Program Planning vs. Strategic Planning ??? would this be obvious from previous chapter.

Readings:

Linnell, Chapter 5. Strategic Planning and Thinking

Eadie, D.C., (2006). Planning and Managing Strategically in Effectively managing nonprofit

organizations, chapter 17., pp. 375-390

Austin, M. J. & Solomon, J. R. (2009). Managing the planning process. In The Handbook of Human

Services Management. Chapter 15, pp. 321 - 337. Thousand Oaks, CA: Sage Publications.

Martin, L. L. (2009). Program planning and management. In The Handbook of Human Services

Management. Chapter 16, pp. 339 - 350. Thousand Oaks, CA: Sage Publications.

In Class Case:

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SOWO 874 Weil Fall Semester 2013 19

Austin, M. J., Brody, R. & Packard, T. (2009). Case 5.1: Mallard County Private Industry

Council In Managing the challenges in human services organizations: A casebook.

pp.113 – 114. Thousand Oaks, CA: Sage Publications.

Austin, M. J., Brody, R. & Packard, T. (2009). Case 3.12: Whose interests are being served? In

Managing the challenges in human services organizations: A casebook, pp. 62-64. Thousand

Oaks, CA: Sage Publications.

Austin, M. J., Brody, R. & Packard, T. (2009). Case 3.13: Greenvale Residential Treatment

Center. In Managing the challenges in human services organizations: A casebook, pp. 64-67.

Thousand Oaks, CA: Sage Publications. *

CLASS 10 – NOVEMBER 4

GOVERNANCE

Readings:

Kettner, P.M. (2013). The Role of the Board of Directors and additional Material in Chapter 3. Using

structure to facilitate and support achievement of the agency’s mission, in Excellence in

Human Service organization management, second edition. pp. 79-84. Boston: Pearson.

Kettner, Ch. 4 Using Structure to facilitate and support achievement of the agency mission

Particularly Role of Board—pp 102-106 (good matrix for board selection p. 105

Holland, T.P. (2009) Strengthening Board Performance, in Edwards & Yankey, pp. 347-374.

See if both needed…

OR.

Consider Brody here and elsewhere – different take on some things

Brody, R. (2005). Effectively managing human service organizations, 3rd edition. Chapter 30.

Working with a board of Trustees. pp. 402-423.

Linnell, et al. (2009), Chapter 6. Governance.

OR

Gelman, S. R. (2009). Nonprofit boards. In The Handbook of Human Services Management. Chapter

18, pp. 373 - 386. Thousand Oaks, CA: Sage Publications.

Competing and Collaborating

Governance

Orientation and Training

Board Composition and Selection

Austin, M. J., Brody, R. & Packard, T. (2009). Case 6.2: Changing the ground rules. In

Managing the challenges in human services organizations: A casebook, pp.155 – 156.

Thousand Oaks, CA: Sage.

[interesting dependence on foundation funds – need to get Board to become serous

fundraisers]

Austin, M. J., Brody, R. & Packard, T. (2009). Case 6.3: Showdown. In Managing the

challenges in human services organizations: A casebook, pp. 156 – 157. Thousand Oaks,

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SOWO 874 Weil Fall Semester 2013 20

CA: Sage Publications. OK

6.5 looks very interesting—three program agency—and day care for low income families

loss of $

Would be a good case to use—and very timely

Optional Reading:

Holland, T. (2013). Organizations and governance. In the On-Line Encyclopedia of Social Work. New

York: Oxford University Press.

CLASS 11 – NOVEMBER 11

FINANCIAL MANAGEMENT, ORG TECHNOLOGY, &

INFORMATION SYSTEMS:

CREATING SOUND FINANCIAL and INFORMATION MANAGEMENT STRUCTURES

FOR SERVICES & PROGRAMS--COORDINATING SKILLS

Exercise:

Bring in budgets and analyze Types of Budgets: Linnell

Topics:

Readings:

Kettner: CH. 8. Managing Resources to support Excellence (good info that is not in the other

materials I’ve reviewed – good material on three types of budgets, revenue sources, figures

and tables pp. 230-221)

Kettner, Chapter , Using Data and information to achieve excellence--- very well done—In a sense he

does

the ‘best’ so far with the ‘harder skills’

Burghardt & Toliver, Chapter 20. Two truths (having to plan layoffs) in Stories of transformative

leadership in the

human services. pp. 125-131 Case

Linnell, et al. (2009). Chapter 11. Financial Management

Linnell, et al. (2009). Chapter 12. Technology Planning

Lohmann, R.A. & Lohmann, N. (2013). Management: Financial, in the On-Line Encyclopedia of

Social Work. New York: Oxford University Press.

OR

Schoech, D. (2009). Developing information technology applications for performance-oriented

management in a global environment. In The Handbook of Human Services Management.

Chapter 9, pp. 183 – 205. Thousand Oaks, CA: Sage Publications.

Austin, M. J., Brody, R. & Packard, T. (2009). Case 5.3: Decision on resource

allocation. In Managing the challenges in human services organizations: A casebook.

pp.116 – 117. Thousand Oaks, CA: Sage Publications. [homeless shelters vs.

funding direct service] In Class Case:

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SOWO 874 Weil Fall Semester 2013 21

Austin, M. J., Brody, R. & Packard, T. (2009). Case 5.2: Be careful what you wish for. In

Managing the challenges in human services organizations: A casebook. pp.114 – 116.

Thousand Oaks, CA: Sage Publications. [offered donation of a building that would

change service focus on autistic children & adults]*

Austin, M. J., Brody, R. & Packard, T. (2009). Case 5.3: Decision on resource allocation.

In Managing the challenges in human services organizations: A casebook. pp.116 – 117.

Thousand Oaks, CA: Sage Publications. [homeless shelters vs. funding services—

interesting—which class is best?]

Case 5.4 is Rational vs. Political decision making—put in earlier .

CLASS 12 – NOVEMBER 18

FUND DEVELOPMENT AND PUBLIC RELATIONS

INTERORGANIZATIONAL RELATIONS AND MARKETING

Guest Presenter:

--Consider someone from Z. Smith and consider idea about assignment focused on Theory of

Change and approach to a Foundation..

Program Design-- Description Program Design chart

Theory of Change and Chart

Letter of Inquiry to Foundation Look at W.T. Grant Foundation instructions for Letter of Inquiry.

Topics:

Environmental Challenges

Environmental Preferences

Funding Mechanism Challenges

Individual Fundraising Mechanisms

Theory of Change and approach to a Foundation..

Environmental Challenges

Environmental

Funding Mechanism Challenges

Individual Fundraising Mechanisms

Readings:

Linnell, et al. (2009). Chapter 7. Fund Development,

Linnell, et al. (2009). Chapter 8. Public Relations

Lauffer, A. (2009). Confronting fundraising challenges. In Handbook of Human Services

Management. Chapter 15, pp. 321 - 337. Thousand Oaks, CA: Sage Publications.

Austin, M. J., Brody, R. & Packard, T. (2009). Case 5.2: Be careful what you wish for. In

Managing the challenges in human services organizations: A casebook. pp.114 – 116.

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SOWO 874 Weil Fall Semester 2013 22

Thousand Oaks, CA: Sage Publications. [offered donation of a building that would

change service focus on autistic children & adults] to fund development

CLASS THIRTEEN – NOVEMBER 25

EVALUATING PROGRAMS, ORGANIZATIONS & INITIATIVES

Guest Speaker: Invite Lynn Usher— Program Evaluation and Evaluating Initiatives

Topics:

Evaluating programs

Organizational evaluation

Evaluating initiatives

Linnell, et al. (2009). Chapter 4. Evaluation

Exercises:

CTB Part J. Evaluating Community Programs and Initiatives

Chapter 36. Introduction to Evaluation

Chapter 37. ??

Required Readings:

Kettner, P.M. (2013) Using data and information to achieve excellence, Chapter 10 in Excellence in

human service organization management. OR

Kettner, Ch. 14. Monitoring and evaluating organizational efforts and accomplishments

Boston: Pearson. pp. 249-278.

Linnell, et al. (2009). Chapter 4. Evaluation

Logan, T.K & Royse, D. (2010) Program evaluation studies, Chapter 13 in the Handbook of Social

Work Research. B. Thyer, (Ed). Thousand Oaks, CA: Sage. pp. 221-240

(Be sure to check out web sites located at end of chapter pp. 221-240. Also complete

Outcome Analysis Chapter 15pp. 274-298.

OR

Lewis, Packard & Lewis, Chapter ?? Evaluating Human Service Programs

Lynch-Cerullo, K. & Cooney, K. (2011). Moving from outputs to outcomes: A review of the

evolution of performance measurement in the human service nonprofit sector. Administration

in Social Work, 35, 4, 364-388.

Morelli, P.T.T. & Matsuoka, (2013). Social impact assessment In the On-Line Encyclopedia of Social

Work. New York: Oxford University Press.

Usher, C.L. (1995). Improving evaluability through self-evaluation. Evaluation Practice, 16(1),

59- 68.

Usher, C.L. & Wildfire, J.B. (2003). Evidence-based practice in community-based child welfare

systems. Child Welfare, 82, 597-614 (Stockland) get full reference

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SOWO 874 Weil Fall Semester 2013 23

Yates, B.T. , Delaney, P.J. & Dillard, D.L. (2010). Using Cost-----Procedure----Process----

Outcome Analysis Chapter 15, pp. 274-298 in B. Thyer, (Ed). Handbook of social work

Research.

Look for organizational evaluations—and other evaluation issues

CLASS FOURTEEN – DECEMBER 2

LEADING CHANGE IN ORGANIZATIONS,

ORGANIZATIONAL DEVELOPMWENT

EXTERNAL CAPACITY DEVELOPMENT—POLICY ADVOCACY

INTER-ORGANIZATIONAL LEADERSHIP

YOUR DIRECTION FOR CHANGE

Topics:

Leading Change

Brief discussion of each Plan for Change

Building partnerships and networks

Creating new social organizations

Organizations and social justice ?? here or earlier

Leadership and leading change

Your direction & Next Steps

Required Readings:

Linnell, Chapter 13. Managing change

LPL Chapter 11 Leading and Changing Human Service Organizations

LPL Chapter 12 Achieving and Maintaining Organizational Excellence

Brueggemann, Chapter 11 Creating new social organizations The practice of macro social work, ??

2nd or third edtion? (2014) Brooks/Cole, Belmont, CA—Cengage, NY

Burghardt, s. & Tolliver, W. (2010). Chapter 25. The transformative model; and

Chapter 26. Cary your vision as a tool, in Stories of transformative leadership in the human

services. Thousand Oaks: Sage.

Make decisions about Austin SJ how many and placement:

LeRoux, K. (2014). Social justice and the role of nonprofit human service organizations in amplifying

client voice, Chapter 25 in M. Austin, Ed. Social justice and social work. Thousand Oaks,

CA: Sage

Grant, G. & Austin, M. (2014). Incorporating social justice principles into social work practice, chapter 27 in M. Austin,

Ed. Social justice and social work. Thousand Oaks, CA: Sage. Check & select.

Here or in Class 13 Evaluation use parts of:

Kettner, Chapter 14. Monitoring and evaluating organizational efforts and accomplishments.

Look for other articles focused on leadership competency skills

Burghardt, Something from Transformative Leadership

Review Changing Organizations & Community Programs

Ideas for discussion or exercises

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SOWO 874 Weil Fall Semester 2013 24

Building from earlier work, what would you say now re your leadership

How do you appraise your leadership and knowledge now? How to make this work??

Questions:

Should there be a more specific section on political issues?? Something from CTB ?? Maybe current

events??

Consider here or elsewhere—Samples & Austin in HCP2—NP involvement in community building??

Likely to use here

In Class Case:

Austin, M. J., Brody, R. & Packard, T. (2009). Creating a culture of innovation in a

learning organization. In Managing the challenges in human services organizations: A

casebook.pp.254 –257. Thousand Oaks, CA: Sage Publications. --- possible to find a

case study of positive and successful org change in trying times??

Course Review & Evaluation

Students Re-Assessments of Management/Administration knowledge skills and values

Your Next Steps