Computer Lab Manager Training Course: Zambia Pacific Trust
This module covers management and leadership topics relevant to computer lab managers. It includes online instruction and a one-week workshop with group discussions on people and financial management. The module aims to help lab managers effectively organize their lab, manage clients and staff, and lead their projects through planning, communication, and financial oversight.
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
0 ratings0% found this document useful (0 votes)
140 views61 pages
Computer Lab Manager Training Course: Zambia Pacific Trust
This module covers management and leadership topics relevant to computer lab managers. It includes online instruction and a one-week workshop with group discussions on people and financial management. The module aims to help lab managers effectively organize their lab, manage clients and staff, and lead their projects through planning, communication, and financial oversight.
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
You are on page 1/ 61
Computer Lab Manager Training Course
Zambia Pacifc Trust
Module 2: Management and Leadership Summary This module involves exposure to the broad variety of management topics that relate to the daily work of a computer lab manager. The online instruction in this course covers some of the motivation behind management and some practical assignments in management and organization. The workshop session allows for group discussions of the issues around people and fnancial management as well as opportunities to work on fnancial planning and budgeting. 1 Module 2: Management and Leadership Resource Book Author: Heidi e!" #onsultant to $ambia %acifc Trust" heidihne!&gmail.com 'irst (dition ) *ay +,-, More information about Heidi Nef and Zambia Pacifc Trust is found at the end of this module. Acknowledgements The #omputer .ab *anager Training #ourse resource books were made possible due to the e!orts and encouragement provided by a variety of people around the world. /pecial thanks are due to two pioneering organizations working on computers in education in $ambia who provided advice and materials: #omputers for $ambian /chools and #rescent 'uture 0ids. Three international development aid organizations: #amara" 1123 and 44#5" also deserve special recognition for their contributions to this document and the e!orts they are making to use 4#T as a tool for development and education in $ambia and elsewhere. *any individuals also contributed their time" expertise and advice to the crafting of this module. 0ey among them is 3ornwell *wewa. 4n addition" none of $ambia %acifc Trust6s work toward improving computer education at schools in .usaka" $ambia would have been possible without the support" advice and e7uipment provided by /eattle Academy in /eattle" 8ashington" 9/A. Licensing This work is licensed under the #reative #ommons Attribution:oncommercial: /hare Alike ;., 9nited /tates .icense. To view a copy of this license" visit http:<<creativecommons.org<licenses<by:nc:sa<;.,<us< or send a letter to #reative #ommons" -=- /econd /treet" /uite ;,," /an 'rancisco" #alifornia" >?-,@" 9/A. $ambia %acifc Trust welcomes and encourages organizations to use any of the modules of the #omputer .ab *anager Training #ourse in a manner they deem appropriate" excluding making a proft from the sale or distribution of the material. 2rganizations are welcome to use portions of these modules in other documents" but they should attribute the material that is used to $ambia %acifc Trust. $ambia %acifc Trust also appreciates knowing who is benefting from this material" and re7uests that individuals and organizations please email 3ornwell *wewa Abornwellmwewa&gmail.comB" Heidi e! Aheidi.h.ne!&gmail.comB and $ambia %acifc Trust Ainfo&zptrust.orgB and describe how the material is being used. 2 Module 2 Table of Contents -. 4ntroduction -.-. 4ntroduction to the #omputer .ab *anager Training #ourse -.+. 4ntroduction to *odule + +. The 3ig %icture for *anagement and .eadership +.-. The Typical 5ay +.+. Cetting into the D.eadership $oneE +.;. 'eeling 2verwhelmed +.?. Assignments<Activities ;. .ab #leanliness and #ondition ;.-. 8hy #omputer .abs /hould be #lean and in Cood Fepair ;.+. 0eeping a #omputer .ab #lean ;.;. 0eeping a #omputer .ab in Cood Fepair ;.?. Assignments<Activities ?. 2rganization ?.-. 2verall %urpose ?.+. /trategies for %hysical 2rganization ?.;. (7uipment 4nventories ?.?. /trategies for (lectronic 2rganization ?.@. #ollecting and 2rganizing 9ser 5ata ?.G. Assignments<Activities @. /ecurity @.-. %hysical /ecurity @.+. /ecurity %olicy @.;. 4nsurance @.?. Assignments<Activities G. *anagement G.-. 2verall 5efnition and %urpose G.+. *anaging #ustomers" #lients and /tudents G.;. *anaging #oworkers G.?. Assignments<Activities =. .eadership" Time *anagement and %roHect 2rganization =.-. .eadership 2verview =.+. Time *anagement =.;. 2rganizing and .eading *eetings =.?. 5ocumentation =.@. Assignments<Activities I. %lanning I.-. %lanning 2verview I.+. /trategic %lanning I.;. %lanning and *anaging a /pecial (vent I.?. Assignments<Activities >. 'inancial *anagement >.-. 2verall %urpose 3 >.+. %lanning for /ustainability >.;. The 'inancial %lanning %rocess >.?. 8orking 8ith a 3udget >.@. Avoiding 'inancial #orruption >.G. 3asic *arketing /kills >.=. Assignments<Activities -,. #ommunication and 4nterpersonal /kills -,.-. (!ective #ommunication -,.+. #ommunicating with 5i!erent Types of %eople -,.;. (!ective (mail #ommunication -,.?. #ommunicating with %roHect %artners and 5onors -,.@. etworking and /eeking and #reating %artnerships -,.G. #ustomer Felations /kills -,.=. Assignments<Activities --. 2verall Assignment<Activities -+. %lanning Fesources -+.-. 4nitial %lanning" %roHect 2rganization -+.+. /trategic %lanning -;. 3ibliography Module 2 Text ! "ntroduction !! "ntroduction to the Computer Lab Manager Training Course The #omputer .ab *anager Training #ourse was developed by $ambia %acifc Trust in collaboration with a variety of organizations working on 4T related development proHects in $ambia. 8hile these proHects are in several di!erent sectors Ahealth" education" agriculture and communityB" all of the organizations recognized the need to increase the number of people who have training in computers past the standard level of a computer user. A particular need that was identifed was for individuals who could maintain dynamic and well functioning computer labs and other centers for 4T use within a particular proHect. Therefore" a multi:faceted training course was developed to meet these needs including both the Dhard skillsE of computer maintenance" repair" and networking and the Dsoft skillsE of management" leadership" communication and instruction. Feaders may fnd more emphasis shown on educational proHects" since that is the area of $ambia %acifc Trust6s experience. However" most topics discussed apply e7ually well in the other sectors where 4T is used. The resource books for these modules are designed to be used as a part of an instructor:led four module course" with each course including both a distance AonlineB instruction component and a one week face:to:face 4 workshop. This resource book is written to accompany the second of the four modules listed below. *odule -: #omputer *aintenance" Troubleshooting and Fepair *odule +: *anagement and .eadership *odule ;: 4nstruction" 'acilitating 4T 9se and 4T in (ducation *odule ?: etworking" #ommunication and 8eb +., The target audience for this training course is adult learners who already have intermediate computer user skills and signifcant experience using computers. 4deally" participants are already employed as computer lab managers" computer proHect coordinators or 4nternet cafJ managers. 8hile the course is tailored to those working in educational or community organizations" the course is still valuable for those working in a similar capacity in the private sector. These learning materials are also valuable for people who are not involved in a formal course" but instead are studying independently to become computer lab managers or improve their skills as computer lab managers. .earners who are using these materials for self study are encouraged to make the training as hands:on as possible" performing as many of the assignments and activities as they can practically achieve. 4n addition all learners" whether using these materials for self:study or as a part of a formal course" would beneft from continuing to develop their own skills in three important areas that are not included in this course: Touch Typing" (nglish Feading and 8riting" and #omputer 9ser /kills. /uggested resources for self study in these areas are presented in section -.; of the *odule - resource book. !2! "ntroduction to Module 2 *odule - of this course covered the most obvious of the needs of a computer lab manager: to keep the computers in good working order. A computer lab manager does not Hust manage the computers" however" but is responsible for keeping an entire computer proHect in good working order. Although less straight forward than computer maintenance and repair" this aspect of a computer lab manager6s Hob is even more important. 8hile it is possible to bring in volunteers to help with computer repair" it is not very practical to ask others to organize the day:to:day running of a computer lab. Here is where the computer lab manager needs to develop the management and leadership skills to make the computer lab a place where students" coworkers or clients look forward to coming to use computers" participate in courses or take advantage of other opportunities or resources. 4t is important to note that management and leadership are large topics and there is signifcant additional training that a lab manager could 5 obtain in many of the sub topics discussed in this module. .ab managers are encouraged to consider this module to be Hust an introduction to management and leadership" and to continue their studies in any of the areas below that they fnd particularly interesting. 'or example" more advanced training in proHect management" strategic planning and fnancial planning is available in a variety of formats" ranging from free online lessons to formal participation in certifcate courses. 4nterested computer lab managers are encouraged to investigate options through online searches and discussions with local training institutions. Table of #ontents 2! The Big #icture $or Management and Leadership 2!! The Typical %ay 8hat do lab managers do on a typical dayK This is going to vary from person to person and organization to organization" but it is likely to include at least opening and closing the lab" making sure that the facilities are clean and secure" keeping all e7uipment in good working order" keeping appropriate records" communicating with other stakeholders in the organization" and managing other employees" interns" or volunteers. The computer lab manager may also be teaching or in charge of some sort of computer education proHect at the lab. A computer lab manager may also be asked to build awareness of proHects and opportunities in the lab" and initiate new proHects to beneft the target audience for the proHect. 'inancial matters may also be important such as collecting fees from users or seeking outside funding for the support of the proHect. All computer lab managers should make sure that they have a Hob description that reLects the realities of their working situation and the needs of the community they serve. 4f a computer lab manager fnds that an appropriate Hob description does not exist" e!orts should be made to meet with his or her supervisor or steering committee promptly to formulate such a document. 8hen preparing a Hob description" those involved should take some time to envision what a typical day will look like for the computer lab manager" including estimates of how much time will be spent on di!erent aspects of the work. Although individual days will vary widely Afor example ) if some key e7uipment malfunctions" most of a day might be devoted to its repairB" this exercise gives the manager a good indication of how much time overall should be spent on certain aspects of his or her Hob. 2!2! &etting into the 'Leadership (one) *ost of the tasks mentioned above re7uire the computer lab manager to be a leader in the computer lab. Those that don6t re7uire the manager to 6 Tips $or &etting into the 'Leadership (one) -. /tart thinking of yourself as a leader in everything you do. This will help others see you as someone worth following. +. /o what does it mean to think<act as a leaderK a. Mou consistently demonstrate the organization and management skills needed for your proHect to succeed. b. Mou inspire and encourage everyone that you work with to help in your e!orts to make your computer proHect the best it can be. ;. ote that being a leader doesn6t mean you have all the answers or all the skills yourself. Mou can demonstrate leadership while collecting information and knowledge from others and organizing teams to work together. ?. 3eing a leader also does not mean that lead others at least re7uire the manager to be organized and responsible. The tip box here includes some basic tips to help computer lab managers think and act like leaders. .eadership is also discussed further in chapter =" later in this module. 2ne of the most important ways that leaders can behave is to demonstrate empowerment. (mpowerment is used here to mean ability to e!ect change or growth in your organization. The empowered lab manager does not easily Dgive upE when faced with a challenge" but works through the problem until fnding an acceptable solution. 4n addition to being the attitude of pushing forward and fnding success" empowerment also results when the computer lab manager6s supervisor or steering committee has given the lab manager the authority to make decisions that a!ect the running of the computer lab. 4magine being a visitor to a computer lab over the course of a year and gradually observing the deterioration of the working conditions of the computer lab. /everal of the power adapters needed to plug in electrical e7uipment have broken" and the overhead Lorescent lights are gradually starting to dim and Licker. 4t is no longer an easy or pleasant lab to work in" but the computer lab manager has not shown suNcient interest in changing this situation. 8hen asked about the problems" the computer lab manager says that he Aor sheB didn6t think there was anything he could do about the adapters" and also that he did mention once to his steering committee about the light bulbs" but no action resulted. How would this situation be di!erent if the computer lab manager was empowered or in Dthe leadership zoneEK Here6s one possible scenario: The computer lab manager would have realized the importance of keeping the computer lab facilities in good working order. The computer lab manager would have been making note of how many adapters and bulbs needed to be replaced each year and preparing an annual budget for small repairs such as this. 7 The computer lab manager would be initiating discussions with his supervisor or steering committee on the importance of budgeting for small repairs and recommending a system for the budget and expenditures. The computer lab manager would be also advocating for immediate replacement of the current faulty e7uipment while a system is being developed. 2!*! +eeling ,-erwhelmed Civen all of the tasks mentioned in section +.- Aand the additional tasks that are likely to be found in a computer lab manager6s Hob descriptionB" it is likely that a computer lab manager will sometimes feel overwhelmed. 4magine the day described here: A computer lab manager opens a school computer lab and starts the usual setup procedure. The manager then gets ready to deliver a lesson to community members that are frst:time computer users" and starts to review her Aor hisB notes in the last few minutes before the class starts. 8hile she is studying" her school6s science department head shows up and says that he has been asked to immediately make a spreadsheet with his department6s budget re7uest for the next year and he needs the manager6s assistance right now. *eanwhile the intern who was helping set up the computer lab for the lesson notices that three computers won6t turn on and has come to the lab manager to ask her for assistance. The lab manager now has three simultaneous demands on her time and attentionO Any computer lab manager is bound to have experiences like the one described above. /ometimes the day Hust gets out of control due overlapping needs and re7uests. The tip box here provides some suggestions for managing these stressful moments. 4t would be even better" however" if a computer lab manager could avoid having these overwhelming moments in the frst place. 8hile these moments still might 8 Tips $or Managing Stress$ul Moments Are there all of a sudden multiple demands on your timeK Here are some tips for how to respond: -. /tart by taking a deep breath and pausing to settle your mind. +. Fecognize that you are only human" and cannot do everything at once. Then set your priorities for the moment: a. 8hat needs to happen now to allow an upcoming activity to continueK b. 8hat can be scheduled for laterK A3ut make sure you commit to a scheduled time.B c. 8hat tasks can be delegated to assistants or volunteersK ;. 5on6t Dscare o!E people that you cannot assist at the current moment. a. Femain calm and encouraging as you politely let them know why you can6t help them at the current moment. Faising your voice won6t lower your stress and certainly won6t contribute to a positive and encouraging atmosphere. b. *ake sure that your lab users understand your operating schedule happen occasionally" the fre7uency can be reduced signifcantly by developing some of the skills discussed later in this module. #lear communication about schedules and services" good record keeping about e7uipment malfunctions" and good existing relationships with stakeholders would all have helped in the situation described here. 4t6s also wise for the manager to make sure that there are a variety of trained individuals Ainterns" assistants" volunteers" etc.B who can help with some of the common needs of computer lab users and e7uipment. 2!.! Assignments/Acti-ities 2!.!! 8hat do you do on a typical dayK 4f you are already a computer lab manager" keep a daily log for at least a week that notes down all the di!erent tasks you worked on during the week and the approximate number of hours spent on each. /ummarize these fndings as a list of what tasks you do Aand for how longB on an average day. 4f you do not yet work in a computer lab" interview someone in your community who works in a computer lab and report on that interview. 2!.!2! #heck your DempowermentE. How empowered are you to make improve the operation of your computer labK #onsider factors such as your decision making power about programs" schedules and purchases" and your ability to make take care of lab expenses in a timely manner. Also consider your character. How likely are you to push hard to solve a problemK /ummarize your thoughts and fndings. 2!.!*! 8orkshop Activity: %articipate in a group discussion on stress management. *ake sure everyone in the group contributes their thoughts and ideas on how they manage stress. Table of #ontents *! Lab Cleanliness and Condition *!! 0hy Computer Labs Should be Clean and in &ood Repair 0eeping a lab clean and in good repair should be high on any list of computer lab manager6s responsibilities. This is important for a variety of reasons that a!ect the overall 7uality of your computer proHect. The three main categories of these reasons are described below. Attitudes. A well cared for computer lab is much more inviting for users. 8ho wants to work in a room where they get their clothes dusty as soon as they sit downK 8ho wants to work on a hot day in a room with broken fansK Also a dirty lab implies a lack of respect for the facility from those that work there. 9sers might wonder how important this facility is if no one takes the time to keep it clean and well functioning. 4f they think that no one cares for the facility" they might be less likely to use it or even worse" more likely to steal from it. 5onors also are likely to be unimpressed by a facility that they don6t see as well cared for. 9 12uipment. A clean computer lab helps e7uipment last longer. 5ust in particular takes a toll on computers and other electronic devices Asee more in *odule -B. /pills from neglected beverages can also cause signifcant damage. 4n addition" keeping a computer lab orderly makes it much easier to keep track of and inventory e7uipment. Sa$ety and Security. The most important safety concern is that electrical e7uipment should be kept in good working order to avoid the risks of electrical shock and fres. 'aulty electrical e7uipment might also tempt a computer lab manager to run an electrical extension cord across a path way. 4f someone trips over this cord they could fall and hurt themselves or pull expensive e7uipment o! a table and cause serious damage. 4t is also common for door locks and handles to become damaged. This could either cause diNculty in allowing lab users to exit the lab 7uickly in an emergency" or diNculty with locking the lab at the end of the day. 0eeping a lab clean and orderly can also help keep e7uipment from DdisappearingE into the hands of lab users. 4t is much harder to keep track of valuable small e7uipment Asuch as tools and Lash drivesB in a lab that has cluttered surfaces and no policy for returning e7uipment to a designated storage place after use. *!2! 3eeping a Computer Lab Clean 0eeping a computer lab clean begins with preventive measures. /ome tips for keeping a computer lab clean are included in the tip box here. 5espite the above measures" however" some dirt and dust will still make its way into the computer lab. #omputer lab managers should make a daily schedule for basic dust removal that begins with wiping dust o! counters and tables" and is followed by sweeping Aor vacuumingB the Loor of the computer lab and any adHacent rooms. 4f the proHect uses laptop computers it is best to take care of this cleaning while the computers are being stored elsewhere. 5esktop computers can be provided with dust covers to be used during cleaning as well as for long periods when the computers are not in use. A schedule should also be made for periodic Aat least weeklyB mopping of the 10 Tips $or 3eeping a Computer Lab Clean Here are some ways to keep a computer lab cleaner longer. -. *ake sure there is a clearly labeled waste bin. +. %rovide a mat by the door for wiping wet or muddy feet. ;. Have rules clearly posted that prohibit eating and drinking near computers. ?. #onsider keeping the windows closed to reduce dust" particularly on days when the wind is blowing strongly. This will be a challenge on hot days" but air: conditioning Aif a!ordableB is one solution. Loor. A few times a year the computer lab should be deeply cleaned" including dusting ceiling beams" window sills" and all shelves. The cleaning tasks mentioned above are the kind of work that the lab manager can easily delegate to other workers" but the manager should still participate in cleaning periodically. This demonstrates the importance of thorough work and also can be used to build a spirit of teamwork and cooperation amongst the lab users and sta!. 4t is also important when scheduling and delegating to make sure that everyone participating in the cleaning process is fully informed about the schedule and about the importance of keeping the computer lab clean. *!*! 3eeping a Computer Lab in &ood Repair 0eeping a computer lab in good repair re7uires a computer lab manager to have a heightened awareness of the condition of the lab e7uipment and fxtures" and a drive to keep the e7uipment and fxtures in good condition despite the hassles involved. The tip box here describes some tips for keeping a computer lab in good repair. The computer lab manager will also need to work with other parties to make these repairs happen. This includes working with his or her supervisor to develop a petty cash system or an easy system for re7uesting funds. The lab manager will also need to develop good working relationships with workers who can perform the commonly needed repairs at a reasonable price. *!.! Assignments/Acti-ities *!.!! #leaning (7uipment 3udget. The frst obstacle to proper cleaning of a computer lab is a lack of the re7uired e7uipment and supplies. 2bserve a computer lab and think about what e7uipment is needed there to do a proper Hob. 4nclude the types Amops" brooms" etc.B as well as the numbers needed. *ake two budgets for cleaning e7uipment and 11 Tips $or 3eeping 4our Computer Lab in &ood Repair -. %eriodically inspect all e7uipment and fxtures and ask all other employees" interns or volunteers to report to you any problems they see with e7uipment or fxtures. +. 0eep a log of problems with lab fxtures" including the date that the problem was noted and the date the problem was addressed. This will help keep track of issues and raise your awareness about how often certain problems Ai.e. burned out light bulbs or faulty network cablesB occur. ;. %ut a high priority on making small repairs" and work with others involved as needed to make sure repairs happen. /ince this may be a higher priority for you than for other people" you may need to give fre7uent Abut pleasantB reminders to get the work done. supplies. The frst should include be the Dstart upE budget for a new proHect" and the second one should be an annual budget for e7uipment and supplies that are likely to get used up or broken over the course of a year. 4f possible" use a spreadsheet program such as */ (xcel to make these budgets. *!.!2! #leaning /chedule. 4f you are already working in a computer lab" think about the cleaning needs for your lab on a daily" weekly" and yearly basis. *ake a schedule that describes what work needs to be done when and by whom. 5iscuss this schedule with your steering committee or supervisor and together develop a plan for communicating the schedule to everyone involved. *!.!*! 4nspect an 4nternet #afJ. 1isit a local 4nternet cafJ and discretely consider the condition of the computer lab. 4s the environment conducive to workK 8hy or why notK How clean is the facilityK 4s the facility in good repair or do you see signs of insuNcient maintenanceK /ummarize your fndings. *!.!.! 8orkshop Activity: look around the computer lab where your workshop session is being held. Then discuss the following 7uestions: 8hat are the sources of dust in the roomK 8hat can be done to reduce dustK How often should the furniture be dustedK How often should the room be swept and moppedK ote any di!erences in opinion amongst those present. Table of #ontents .! ,rgani5ation .!! ,-erall #urpose! 2rganizational skills do not come naturally to all of us" but most working adults would agree that it is very useful to be organized. 4t is usually when we are searching around for some important piece of paper that we really wished that we were better organizedO A well organized lab is certainly easier to work in" and it also Alike a clean labB sends the right signal to potential learners" clients and donors. 4t shows that the people who work in the lab care about the resources that they have and are professional and well prepared. /ome specifc organizational suggestions are included in the sections that follow. .!2! Strategies $or #hysical ,rgani5ation 4n most cases an oNce in a new proHect starts with Hust a few books and disks" which are easy enough to fnd. 3ut as a collection grows" often there is no system in place to keep the resources organized in a way that allows for easy access. As a result" many computer lab oNces gradually come to contain a large Humble of unorganized materials. 3elow are four di!erent categories of items that all should have their own distinct shelf or 12 cupboard space" and then some suggestions for organizational strategies within each category. 12uipment. A computer lab manager should do a visual inspection of various pieces of small e7uipment while considering an organization strategy. 8hich items are used most oftenK 8hich small items would get lost if mixed in with larger itemsK 8hich items are so old Aor broken or not usefulB that they should instead be taken to an e:waste facilityK 2nce that initial assessment is done" the computer lab manager should organize the e7uipment for ease of use and with similar items grouped together Afor example" a shelf space with a stack of neatly coiled patch cablesB. /mall items can be organized by type and placed in well labeled boxes Afor example" a box of small hand toolsB. %isks. #5:F2* and 515 disks are commonly found in computer labs and can contain various types of information. /ome are found in plastic DHewel boxesE and others in sleeves or even without any protective coverings. The computer lab manager should begin by sorting through all of the disks" making sure that all of the disks are clearly labeled. 5amaged or obsolete disks should be removed. The lab manager should then sort the disks into some large categories for separate storage. 'our categories that might be useful are shown in the table below. #omputer 9tilities : operating systems" disk images" anti:virus software and other tools for setting up computers #omputer Applications : oNce software" miscellaneous software for users (:learning<(ducation : educational software" encyclopedias or collections of academic presentations (lectronic 5ocuments : instructor6s lesson plans" copies of monthly computer lab reports" photos" back:up copies of various computer fles 2nce the computer lab manager has organized the disks into these categories" they need to be stored in a way that preserves the disks and also allows for easy access. The computer lab manager will need to see what supplies are available locally" but binders containing loose DpagesE of disk sleeves are a good option" as are the zip up books of sleeves often used to store music #5:F2*s. Books. A computer lab is likely to have a small but important collection of books including some Dhow toE guides or other tools for computer lab maintenance" some 4T instruction texts" and log books containing important information about computer users" e7uipment or fnances. The computer lab manager should feel free to sort these books in the way that makes the most sense to him or her and then allow for appropriate shelf space to store the books. 4f other people are permitted to 13 use any of the books" they should be instructed to return the books to the place on the shelf where they found them. #aper %ocuments. A computer lab manager will also end up with paper documents or fles that need to be stored. These documents could include 7uotations and invoices" letters with signatures or stamps" or handwritten documents Asuch as attendance sheets for an eventB. The standard way of saving documents is really the best option here: place the documents in fle folders that are appropriately and clearly labeled. 8hen there are a large number of documents of a single type" these documents should have a separate fle folder" and new fle folders should be created periodically and labeled by date. 'or example" for tracking purchases" a proHect might need a fle labeled DFeceipts +,,>E or if purchases are 7uite fre7uent then there could be separate fles for each month. The lab manager might also use a ring binder instead of a fle folder for items that should be kept in date order. The fle folders and binders should also be organized in a way that makes them easy fnd on a shelf" such as sorted by date or alphabetically by name. 8hatever system is used" however" it is most important that the computer lab manager is diligent in using the system. This includes taking the time to add new documents to the proper fle and putting folders back in the proper location on the shelf. A computer lab manger6s schedule needs to include a small amount of time to allow for these tasks to occur. .!*! 12uipment "n-entories 4magine this scenario: a computer lab has Hust been broken into by thieves. The computer lab manager is surveying the scene with a police oNcer and they both can see that two .#5 computer monitors have been stolen. The police oNcer then asks: Dis anything else missingEK The manager then pauses for a bit" and then confesses that she Aor heB isn6t sure. /he tries to remember how many recently donated #%9s were stacked in the corner" or how many laptops were in the stack in the oNce. 8ouldn6t it be helpful if this lab manager had a readily accessible inventory sheet that she could refer to while the police oNcer was thereK /imilarly" imagine if a laptop donor comes to a computer lab and asks how many functioning %? laptops they had. The donor would be pleased to know that the lab manager had that information at her fngertips. All items of signifcant value in your computer lab should be inventoried. This includes clearly labeling all items using a sensible numbering system and then creating an inventory of each item" listing important characteristics of the item. 'or an inventory of laptop computers" for example" the list should include the make and model" the serial number" useful specifcations Asuch as processor type or speed" hard drive capacity" and operating system usedB and any signifcant performance problems that the computer lab manager is unable to fx. 4t is best to create this inventory 14 using an electronic spreadsheet program so that the inventory can easily be updated. A regular schedule for updating these inventories should be established. A clear and current inventory is" as mentioned previously" very useful in communicating with law enforcement authorities or with potential donors of more e7uipment. An inventory is also a great planning tool for any computer proHect or 4nternet cafJ. 'or example" if the inventory shows that the organization only has one old printer and that it is functioning poorly" then this might encourage the steering committee to budget for a new printer in the next year. .!.! Strategies $or 1lectronic ,rgani5ation *ost computer users gradually store more and more electronic fles Adocuments" spreadsheets" presentations" etc.B on their computers. 8hen people frst start using personal computers" it is very easy for them to fnd their documents because they have so few documents to look through. (ventually" though" most users get to a point where they struggle to fnd the fle they created a few weeks ago. 3elow are some tips to help organize fles for better access. +ile Location. 4t is important that users be aware of where on computer they are saving fles. 4f saved in the wrong location" a fle can be diNcult to fnd again. The frst time a fle is saved" the /ave As" dialog box opens" and at the top there is a D/ave 4nE box showing the location that the fle is being saved in. The computer lab manager should become accustomed to checking the location and also determine how to change the location. The method for this depends on the application software being used. 6aming. A computer fle should have a name that is brief but informative. 'or example" a letter should not be named D5ear /irE but instead D.etter to *umbaE. 4f the computer lab manger fre7uently corresponds with *r. *umba" more information such as the date or topic might also help. A computer inventory spreadsheet should not be named DinventoryE but instead D#hawama #omp 4nventory >:,IE. 4ncluding the date helps a reader know how current the information is" and including the proHect location is useful when communicating the information to donors Awho might be working with multiple proHectsB. Creating +olders. Ceneral storage in D*y 5ocumentsE works for a small number of fles" but creating subfolders will be helpful as soon as the computer lab manager has more than about +, fles. The computer lab manager should look at the types of fles that he or she has created and make some suitable folders to move the fles into. 'or example" the computer lab manager might want folders for DFeportsE" D4nventoriesE" 15 D#ommunicationE and D4T 4nstructionE. 'ortunately folders can be gradually created and re:sorted to meet the changing needs of any computer user. 2ne tool to use if a folder does start to get a bit full is viewing by details Aselect %etails from the 7iew menu in an open folderB and then clicking on a column heading Asuch as 6ame or %ateB to sort the items in the folder. This makes it easier to fnd the documents with a certain type of fle name" or the documents that were modifed on a certain date. Backing 8p. 8hatever strategies are used for organizing computer fles" it is particularly important that the computer lab manager remembers to fre7uently make backup copies of these fles. #omputers sometimes fail or are stolen and it would be a shame for a proHect to lose all of its data when this happened. 4t is wise to set up a schedule for making backup copies on a regular basis" such as once a month. 4n addition" while working on particularly important documents" the computer lab manager should consider making a backup any time signifcant changes to the document have been made. 8hile a small amount of information can be backed up onto a 9/3 'lash 5rive" it is more secure to periodically make copies of all fles on #5:F2* or 515 disks. These disks can then be stored in case of an emergency. /toring data on an external hard drive is also a good option. .!9! Collecting and ,rgani5ing 8ser %ata 9ser data is a collection of information about the clients or students who use a computer lab. 8hile not all organizations will collect the same information" below is a list of some of the commonly collected data: ames and descriptions Ai.e. teacher" student or community member" grade level of studentB of users 5ate" start and end time of computer use 4dentifcation name<number of computer used %urpose of visit Ai.e. 4nternet research" typing" preparing a presentation" lessonB 8hether or not this is the frst visit AeverK or this monthKB for this particular user 'ee paid 9ser comments An 4nternet cafJ might be most interested in the numbers of users and the fees paid" but the purposes of user6s visits might also help with marketing e!orts. 'or a community or school proHect" donors might be particularly interested in knowing what audience is being served the most by their donations. 4ncluding the names of users can help an organization follow up on thefts that occur in the lab" but may not be appropriate for commercial proHects such as 4nternet cafJs. 4n most cases the easiest way for an organization to keep user data is to have a well organized and clearly labeled log book kept at a location near 16 the entrance to the lab. 5uring the peak hours Abusiest timesB for a computer lab" the manager could assign an intern" student monitor or volunteer to make sure that the log book is flled out properly for all users. The computer lab manager should discuss with his or her supervisor or proHect steering committee to determine what data should be collected and what should be done with the data collected in the log book. Typically" after the log book has been used for a month or other specifed unit of time" the computer lab manager will summarize the data electronically Ain a spreadsheetB and include this information in reports to supervisors" donors" or other interested parties. High user numbers are a great indication of the success of a computer proHect" and this data should be shared widely to celebrate the achievement" thank the individuals responsible for the success and encourage further successes. Analyzing trends in user data can also be valuable as a part of proHect planning. %erhaps the data reveal that a certain target audience is not using the facility" and so a special e!ort should be made to attract those users. 2r perhaps the data show that the lab is being used little at a certain time of the day. This could result in a change of operating hours" or the institution of a new course during the low use hours. 5ata that shows low use or negative trends should not be seen as Dbad newsE but as an opportunity to help a program adapt to meet changing needs. .!:! Assignments/Acti-ities .!:!! Have a look around your computer lab and oNce Aor the lab and oNce at another computer proHectB. 8hat organizational systems do you already see in placeK 4f there are areas that seem disorganized" what organizational strategies would you suggestK .!:!2! *ake some physical improvements to your oNce or computer lab. #ollect boxes" build shelves" or fgure out some other method to sub:divide your storage spaces. /ummarize your e!orts and the outcomes. .!:!*! 4magine that you were creating an inventory of the educational #5:F2* disks that your computer proHect owned. 8hat sort of information do you think should be included in this inventoryK *ake a sample spreadsheet showing all of the column headings for the inventory and including example information for six disks. AThe examples do not have to be actual disks if your proHect doesn6t own any.B .!:!.! %ractice using /ave As on your computer to save a copy of a fle in a di!erent location and with a di!erent name. 8rite a summary of the steps that need to be performed to make these changes. .!:!9! *ake a back up copy AbackupB of all of your documents. 5epending on the e7uipment you have available to you and the type of computer you are using" this backup might be on a #5:F2* or 515 disk" or an external hard drive. 5o not make your backup on a 9/3 Lash drive unless you have no other options. After making the backup" check and 17 make sure that all the backup fles are found on the disk or drive and can be opened successfully. .!:!:! 8orkshop Activity: Mour instructor will copy a group of fles Adocuments" etc.B on to the desktop of your computer. 1iew the fles and decide a sensible storage strategy for them. 5etermine where to store the fles" make folders" and move the fles as needed. Also rename the spreadsheet fles more appropriately. .!:!;! 8orkshop Activity: %articipate in a discussion on how you manage fle storage for your learners<clients. /hould they be allowed to store documents on the hard drives of particular computersK /hould they use 9/3 Lash drives or #5:F2*sK Table of #ontents 9! Security 9!! #hysical Security 4t doesn6t take much to convince most people of the benefts of a secure computer lab. How can a proHect be sustained if valuable e7uipment regularly disappearsK Theft is often a signifcant problem when computer proHects are located in or adHacent to underserved communities" and the more portable the e7uipment is Asuch as laptop computersB the larger the problem. 4n $ambian computer proHects thieves have been known to break through roof tiles" crawl over ceilings from adHacent rooms" and even break through walls to take computersO The measures taken to ensure physical security will vary for each lab but should as a minimum include the installation of burglar bars over all windows and doors and high 7uality locks. 0eys should not be distributed widely. /ome labs will also consider installing alarm systems or hiring security guards. .aptop computers should be stored in the most secure area of the computer lab" such as a locking closet with burglar bars on the ceiling and door. 9!2! Security #olicy A computer proHect steering committee should work with a computer lab manager to develop a thorough security policy for the computer lab. Here are some topics to address in this policy. Fecord keeping procedure Asuch as recording information in a log bookB for e7uipment use Fecord keeping procedure for lab users Aas discussed in section ?.@B 0ey distribution policy %rocedure for lab access when computer lab manger is not present Asuch afterhours use or in the case of lab manager illnessB A strategy for managing user6s bags and backpacks %rocedure to follow once a theft has occurred 18 A strategy Asuch as password protection on specifc fles or computersB for securing sensitive fles Asuch as those containing fnancial information or student marks<scoresB 9!*! "nsurance A computer proHect steering committee should also investigate the possibility of obtaining insurance for the computers or other valuable hardware in the computer lab. The price for this insurance will vary with the deductible Athe non:covered amountB chosen" the number and 7uality of the computers" and the security of the facility. 'or example" the insurance might be cheaper if the computer lab has an alarm system and monitoring by a security company. 4f the steering committee decides that insurance is not a!ordable" then a discussion Aand planB should follow about what the organization intends to do if a computer is stolen. 8ill it be replacedK And if so" using what fundsK %erhaps the organization could establish a reserve fund to be used in case of theft or other signifcant damage to key e7uipment. 9!.! Assignments/Acti-ities 9!.!! %erform a security audit of your computer lab or a local 4nternet cafJ. 8hat strengths and weaknesses do you see in the physical security of the roomK 4f you were a thief" how would you gain access to the room and what items of value would you be able to removeK 9!.!2! 1isit an insurance agency and ask for a 7uotation for insurance for -, laptop computers valued at P@,,.,, 9/5 each. 5iscuss with the insurance agent the di!erent options for the amount insured and any deductibles. 9!.!*! 4nterview the computer lab manager at a local computer proHect about security. 5oes the computer proHect have a security policy in placeK Have they had any theftsK How did they respond to the thefts Ain terms of adHusting security as a result" or recovering or replacing the stolen e7uipmentBK 9!.!.! 8hat data is valuable for your organizationK #onsider all of the information that is stored on the computer lab manager6s computer. 8hat fles there contain information that if lost would create problems for lab management or future planningK 8hat fles there contain information that is sensitive or privateK /ummarize your fndings and include a strategy for how your organization does Aor willB make regular back:up copies and also ensure that there is no unauthorized access to sensitive fles. 9!.!9! 8orkshop Activity: %articipate in a role play about interviewing suspects after a theft. 9!.!:! 8orkshop Activity: .ook around the facility where your workshop is taking place. ote any areas that you think show insuNcient security" 19 and then participate in a group discussion about how security could be improved at that facility. Table of #ontents :! Management :!! ,-erall %e<nition and #urpose *anagement has a variety of defnitions" but in general refers to the coordination of e!orts" money or materials to achieve certain goals. 4n this section we will focus on working with people to accomplish the desired outcomes of a computer proHect. The specifc topics of proHect organization" planning" leadership" and fnancial management will be covered in later sections. :!2! Managing Customers= Clients and Students :!2!! An "mportant Reminder /ome people are tempted to think of a manager as a boss or dictator who can rule strictly and wield power over others. 8hile it is important to have enough structure to keep an organization running smoothly" it6s e7ually important not to let the use of power overshadow the overall purposes or goals of the proHect. The computer lab manager needs to make sure not to alienate or belittle users" and to create an atmosphere of encouragement and enthusiasm for everyone. 4f an encouraging atmosphere is not created" the proHect risks straying far from its mission. 4t is also important that the manager develop and implement all policies with a mind for fairness and e7uality for all users.
:!2!2! %e-eloping= Communicating and 8sing #olicies The idea of a security policy has already come up in this manual" but there are other valuable policies to consider as well. These policies should be thought of as tools to allow for smooth running of a computer lab or 4nternet cafJ. There is no set formula for these sorts of policies as they will depend on the type of computer proHect and the ages of the users" but some types of policies to consider are discussed below. 8hatever policies are implemented" however" it is 7uite important that they are thoroughly communicated to all users. This could include posting policies clearly in the lab" and including a discussion of the policies in all training sessions or orientation sessions for new users. Appropriate 8se. 8hat is the appropriate use of the computers in a computer labK Are they there for the users to use as they see ftK 2r are there activities that would be in conLict with the organization6s mission" goals or cultureK 8hile this is going to vary depending on the nature of the proHect" most computer labs will have some activities that they choose to prohibit. These would likely include viewing pornography over the 4nternet" 20 or participating in illegal activities such as downloading pirated music or flms. /ome organizations might also prohibit noisy activities such as listening to music Awithout headphonesB or making phone calls. (ducational institutions are likely to focus computer use on strictly academic activities. This could result in the prohibition of computer games" online chatting" online shopping" or visiting entertainment focused websites. (mail use might be restricted to a certain sub:group of students based on their age or experience with computers. Malware #re-ention. As discussed in *odule - of this course" computer viruses and other malware can cause signifcant problems for a computer lab. Any computer user education that occurs at a computer proHect should include some information about viruses and how to avoid them. 4n addition" however" some policies for virus prevention should be considered. /ince 9/3 Lash drives are one of the maHor tools for spreading malware" a policy could prohibit the use of these Lash drives" or re7uire them to be scanned by computer lab sta! before they can be used. 9sers can also download malware" often unwittingly. %olicies prohibiting the downloading of software may help here" as will adHusting the security settings on a browser program or frewall Adiscussed in *odule ?B to avoid accidental downloads. 8ser +ile Storage. *ost computer lab and 4nternet cafJ users do not have their own computers" so the options for storing their own fles are limited. 9sing a 9/3 Lash drive is a common method" but has the virus problems previously discussed. 4f a policy prohibits Lash drive use" the computer lab might allow users to copy AburnB their fles onto #5:F2* disks and also provide some training on this procedure. 2ther options include encouraging online document storage" which is available for free through several companies" or allowing users to store their information in certain locations on specifc computers. 4f choosing the latter option" the computer lab will need to make Aand communicateB a policy about how these fles will be stored Asuch as naming standards and appropriate locationsB and when these fles will be periodically removed from the user computers to free up space for others. 12uitable Time and Resource Sharing. 4t is likely that there will be some times when a computer lab will very busy" and there will be some resources Aperhaps a particular educational diskB that are very popular. The lab manager should consider the organization6s mission again here. 4t probably doesn6t serve the mission to let a small group of people dominate the most precious times of day or resources for all users. 4n this case it would be helpful to develop and communicate policies to Dshare the wealthE a bit more fairly. 'or an 4nternet cafJ or a school computer proHect this could include setting time limits on users during peak time periods. A school computer proHect might also consider designating the open access time for di!erent groups of users on a rotating schedule. 'or example" grade -, 21 pupils use the lab on *ondaysQ grade -- pupils on Tuesdays" etc. 4f adopting such a schedule" the computer lab manager will need to consider how to accommodate teacher computer use in a way that also seems fair and consistent with the proHect mission. :!2!*! Managing and Assisting 8nskilled 8sers 8hat happens when an unskilled user enters an 4nternet cafJK They probably have a specifc mission. /omeone has asked them to send an email" or to look up a particular web page. %erhaps they are searching for work and have been told that they need to prepare a #1. 4n these situations it is not unreasonable for a lab manager to think: D9gh. 8here do 4 startKE The manager may be too busy to help" or worried that the new user will somehow damage a computer. The manager needs to remember" however" that it is important not to scare o! potential users or learners. /uccess with this individual could result in the person becoming a training course participant or regular lab user. The tip box here includes some tips for assisting unskilled users. :!2!.! Technical Tools $or Managing 8sers Civen some of the concerns presented in the last two sections" a computer lab manager might consider using a tool that limits what lab users can do on a computer. To accomplish this task" there are several types of 4nternet cafJ management software available" some even at no cost. 4n addition to monitoring the time a customer is on a computer and calculating usage costs" 4nternet cafJ management software can also be set up to limit the customer6s access to a computer6s hard drive. /ome 4nternet cafJ management software prevents access to prohibited websites" and prevents the downloading of programs. This software does re7uire that the computers are networked via a server. /erver use is covered brieLy in *odule ? of this course. Two examples of free 4nternet cafJ management programs are 22 Tips $or Assisting 8nskilled 8sers -. 3e encouraging and enthusiastic but also discrete. The user may be ashamed of his or her lack of knowledge. +. Ask 7uestions to further asses the needs of this lab user. 4s there a simple re7uest you can help withK ;. 4f the user would like some general<overall assistance" here are some strategies to try a. (ncourage another user to allow the new user to observe their work for a while" so that they can gain familiarity with the operation of a computer. b. Ask another lab worker or volunteer to assist c. *ake an appointment with the user for an introductory one:on:one lesson. d. (ncourage the new user to sign up for Handy#afe Awww.handycafe.comB for 8indows servers and 2ut0afe Ahttp:<<outkastsolutions.co.zaB for .inux servers. Another option for protecting a computer from unintentional changes made by inexperienced users is to install software that limits some users from accessing certain programs or tools on a computer and also can be used to clean o! unwanted fles and changes by DresettingE a computer to known confguration periodically. *icrosoft has a program called /teady/tate that is available for free for use on computers running licensed copies of a *icrosoft 8indows operating system. *ore information is available on the *icrosoft website. :!*! Managing Coworkers :!*!! 0ho are a Lab Manager>s Coworkers? #oworkers are anyone who a lab manager works with on a regular basis towards the goal of having a smoothly operating computer proHect. They could include any of the following groups: Steering Committee Members. This is a particularly important group to have a good working relationship with" since they have signifcant impact on the overall plan and implementation for a computer proHect. 'or more information about steering committees" see A Handbook for Telecenter Stafs A#olle" F.5. and Foman" F. +,,;. #ornell 9niversityB. Available online at: http:<<ip.cals.cornell.edu<commdev<handbook.cfm Assistant Lab Managers. 4n a large computer proHect or 4nternet cafJ" it6s possible that additional sta! would be hired to assist in daily operations "nterns! Typically these are young adults who are looking for some on:the:Hob experience and training. They are hired for a limited period of time and are ideally given opportunities to do work that is challenging and educational for them. Student Lab Monitors! 4n a school computer proHect some specially selected and trained pupils can be of signifcant assistance in the daily running of a computer proHect. They are usually willing to volunteer in exchange for some extra training and some uni7ue privileges Asuch as extra time in the computer lab or permission to use emailB. /tudent monitor tasks include setting up e7uipment in the morning" flling out log book entries for users or e7uipment" o!ering assistance to less skilled users" providing additional security" and assisting with lab cleaning. 7olunteers! 4n a school or community computer proHect" there may be skilled members of the surrounding community Aor even visitors from abroadB who would like to volunteer their services for the beneft of the proHect. These volunteers should be encouraged and given opportunities to assist users or the lab manager in a way 23 that best suits their skills. Having a visiting volunteer o!er a training session in a subHect of interest to them can be a good way to build excitement for a computer proHect. :!*!2! Tone= 1@pectations and Moti-ation 8ith all coworkers" the manager6s frst Hob is to set an appropriate tone for their relationship with the coworker and the coworker6s relationship to the proHect. This should be a tone of encouragement and enthusiasm with all coworkers. The coworkers should know that they are a part of an exciting program and that their e!orts are truly appreciated. 8hile it is important to maintain professionalism in a computer lab" the atmosphere can be both professional and exciting at the same time. The manager should demonstrate and share expectations for professional conduct. This includes the following: 3eeping Time! The lab manager and all coworkers should be expected to show up for work on time and begin and end all training sessions according to posted schedules. 0earing Appropriate Attire. This will vary depending on the organization and the standards of the surrounding community" but the manager should make sure to set and discuss reasonable standards for clothing. All workers" however" should be encouraged to wear comfortable shoes due to the length of time they may be standing. Con-ersing #ro$essionally! 8orkers should avoid using language that is o!ensive to the community" and be particularly sensitive to the groups Asuch as women and racial or religious minoritiesB who may be the target of derogatory language. #oworkers should also avoid discussing dating or making personal overtures to other coworkers or lab users. This could be considered harassment by some and is certainly distracting from the purpose of the computer lab. The lab manager also should make sure that all coworkers see themselves as valuable parts of a vibrant system. 4t is important that the manager make sure that all coworkers have opportunities to participate in the lab in ways that are exciting" engaging and if possible educational for them. 8hile it is true" for example" that the sweeping does need to be done" no one coworker should always be put in charge of the sweeping. The manager should encourage everyone to learn and practice new skills as they work. The manager should periodically consider what will motivate all employees to perform their best and keep improving. *otivation may take the form of celebrations and thank:you gifts" opportunities for employees to earn privileges or e7uipment" or opportunities for employees to attend workshops or otherwise continue their education. 24 :!*!*! #reparing and Sharing Aob %escriptions All employees of a computer lab Aincluding the lab manager him or herselfB should have clear Hob descriptions prepared and then discussed with them. %rospective employees should be given Hob descriptions to review before being hired for a Hob. 8hen Hob descriptions are being updated or revised" the employees should have an opportunity to provide input into the Hob description. %reparation of Hob descriptions should be the Hoint responsibility of the computer lab manager and his or her steering committee or supervisor. 3elow are some key items to include in a Hob description. An overview of all tasks to be performed Amanagement" instruction" security" record keeping etc.B An indication of typical allocation of hours Ain other words" how many hours in the average week should be spent on each taskB %rohibited tasks Aoutside paid work" computer games" etc.B 8ork hours Aspecifc days and timesB Holidays and personal leave Ahow many days can be taken" procedure for re7uesting leave" etc.B :!*!.! Setting and 3eeping 0ork Schedules /etting clear work schedules with all coworkers Aincluding volunteersB is important for the smooth running of a computer proHect. The manager needs to balance the needs of the individual coworker with the needs of the proHect" and fnd the best compromise possible. 2nce work schedules are set" it is then the manager6s Hob to make sure that they are communicated clearly and seen as important. 4n cultures where keeping to a time schedule is seen as a low priority" the lab manager will need to remind coworkers of the importance of giving the computer lab users enough time to use their precious resource. The computer lab manager may also want to consider in advance what strategy to use with employees that consistently are not keeping to their work schedule. /ometimes" despite everyone6s best intentions" life problems prevent someone from appearing for a scheduled work shift. This most likely occurs due to an illness. All coworkers should be encouraged to contact the lab manager as soon as they know that they will be late or absent from a work shift. 4f the computer lab manager is ill" he or she would need to communicate his or her absence to the supervisor or a designated individual on the proHect steering committee. 3efore an emergency occurs" though" the computer lab manager should discuss this with the proHect steering committee to develop a plan for these eventualities. Ruestions to address include: 8ho should open the computer lab in the morning if the manager is not presentK How can security still be prioritized with reduced staNngK and 4s there someone who can fll in during scheduled lessons or training sessions 25 if the instructor is not availableK There are no set answers to these 7uestions. /ome steering committees may decide to pull people from other work in order to maintain Dbusiness as usualE whereas other organizations may decide that they do not have enough staNng Lexibility and thus need to reduce hours or postpone events. :!*!9! #er$ormance Re-iews A performance review Aalso called a performance appraisalB is a periodic opportunity for an employer and an employee to together review an employee6s performance and make an action plan for his or her work in the future. %erformance reviews are an important tool in helping employees to meet their full working potential. 8hile they often have the negative image of being associated with disciplinary action for an employee" they can also be used in a positive ways. A performance review might be a good opportunity to formally praise an employee for a Hob well done. A performance review can also be used to help avoid disciplinary action by instead setting performance targets and identifying training needs. 4t is best if performance reviews occur on a regular basis Asuch as annuallyB and are not associated directly with the contract renewal process. There are many methods used for performance reviews" and each organization6s steering committee should determine the method that best suits their purposes. 2ne simple method is shown in the tip box here.
:!.! Assignments/Acti-ities :!.!! 1isit a computer lab and observe the interactions between the lab manager Aor other sta!B and lab users<clients. 5id the 26 Tips $or #er$orming an 1mployee #er$ormance Re-iew -. 5istribute copies of the employee6s Hob description to the employee and a few coworkers. +. After allowing time for everyone to review the Hob description" collect confdential feedback from the employee and his or her coworkers about how the employee is meeting the expectations of the Hob description. 4f possible" feedback would be collected from people who work at a variety of di!erent levels of responsibility within the organization. ;. #ombine the feedback collected with your own insights in order to prepare a report that includes praise for the employee" a description of any areas of concern about the employee6s performance and recommended actions that be taken to help the employee improve as needed. ?. 3e mindful of the fact that some employees will have a tendency to focus on the negative feedback they receive and may not fully hear the positive feedback. Therefore it is important that you emphasize the positive feedback lab manager communicate policies and procedures as neededK 5id the users<clients feel as though their needs were being metK /ummarize your fndings. :!.!2! 'or your current place of work" who are you coworkersK *ake a list of everyone you work with Aif it6s a large number" you can consider categories of people Ai.e. Dsecurity guardsE and DinstructorsE" rather than individualsB. 'or each category of coworker" answer the following 7uestions: 8hat are your common goalsK 8hat areas are you likely to have conLict in Aprofessionally" not personallyBK 8hat is most important about your communication with themK :!.!*! 8hat motivates you to do your best workK 4f you were your supervisor" what could you reasonably do to help motivate youK /ummarize your thoughts. :!.!.! 4f you are already employed in a computer lab" have a conversation with your steering committee chair or supervisor about your computer lab proHect. Ask the supervisor what his or her dreams" expectations" and fears are about the proHect. Also provide your own answers to these 7uestions. /ummarize your fndings during the conversation. :!.!9! 5o you currently have a Hob descriptionK 4f so" read it and review it. 5oes it match your daily workK 4s it thorough enough in guiding your workK 4f you don6t have a Hob description" draft a Hob description for your current work Aor for a friend if you are unemployedB. :!.!:! .earn more about either 4nternet cafJ management software Aby doing and 4nternet search or seeing the examples in section G.+.?B or *icrosoft 8indows /teady/tate Ago to http:<<www.microsoft.com<windows<products<winfamily<sharedaccess<def ault.mspxB. 8hat hardware and other software is needed to run these programsK 8hat technical skill is re7uired of the managerK :!.!;! 8orkshop Activity: %articipate in a discussion about setting a schedule for a computer proHect. The instructor will give you a scenario for a particular proHect including the number of sta!" the types of users and their di!erent interests and needs. The group will discuss the scenario and suggest a weekly schedule. :!.!B! 8orkshop Activity: %articipate in a role play with a sta! member about a performance issue. :!.!C! 8orkshop Activity: (xperiment with a computer using *icrosoft 8indows /teady/tate or with a computer lab running 4nternet cafJ management software. :!.!D! 8orkshop Activity: 5evelop a Hob description for an intern or student computer lab monitor. /hare your draft Hob description with the group and collect feedback from the other participants. Table of #ontents 27 ;! Leadership= Time Management and #roEect ,rgani5ation ;!! Leadership ,-er-iew ;!!! Characteristics o$ Leaders 8hat are the characteristics of a leaderK There surely are many di!erent answers to this 7uestion" and certainly not all leaders have the same character" but here are some characteristics to consider: #roacti-e! This term refers to a person who pushes to make the progress they want to see happen. 4nstead of waiting for others to take the lead" this person investigates possibilities" and seeks opportunity and partnerships as needed. The proactive leader does need to be careful" though" not to be so pushy or aggressive that they overwhelm others. Creati-e! The creative leader is one who looks at problem and does not see a dead end. 4nstead this person thinks Dwhat are some di!erent ways 4 can work around thisKE and then experiments until that way is found. A related concept is being innovative" or looking for new and di!erent ideas. "nclusi-e! The inclusive leader is a person who makes sure that a new proHect is undertaken as a team e!ort" and that the needs and opinions of all stakeholders are considered and Aif possibleB incorporated. The inclusive leader recognizes that there will be much greater support in a community for a proHect if the ideas and needs of the community are taken into account from the beginning. This also re7uires the leader to be a good listener" taking care to hear all ideas" even those that he or she disagrees with. The leader also should not lose sight of some important managerial skills that have already been discussed in this module. 'or example" it is important that the leader be well organized" in order to keep track of all of the documents and materials involved in a proHect. The leader should also be a good communicator" so that everyone stays connected and has opportunities to contribute to the e!ort. (mpowerment Ain both the attitude and the working environmentB is also important" as discussed in section +.+ of this module. ;!!2! 0hat i$ 4ou Aren>t a 'Born Leader)? /ome readers of this text might feel a bit intimidated now. They may feel that they don6t have any of the characteristics described above" and therefore cannot lead. 8hile not all of us are Dborn leadersE that does not mean we cannot learn the skills involvedO This is certainly an area where Dpractice makes perfectE and a good way to start is by leading a small proHect and using it as a learning experience. %eople who are in leadership roles for the frst time should consider watching and learning from other leaders around them" and even asking those they are working with on a proHect to provide advice on how they wish to be lead. A new leader will 28 likely fnd that people are very encouraging and supportive of his or her e!orts. ;!!*! 0atch the AttitudeF 4t is important to note that a proHect leader Aor any computer lab managerB should not be a dictator. A lab manager may start to feel that since he or she was asked to lead a certain proHect" then he or she can force everyone to comply with his or her demands. This attitude" however" is likely to alienate the people that the manager is working with and not contribute to an open and sharing environment. 4t is important to remember that great ideas and valuable skills can be contributed from a variety of individuals at all the di!erent levels of an organization. %eople should be encouraged to participate and collaborate where possible. There may be times when a manager is re7uired to delegate undesirable tasks. This can be done" however" with signifcant appreciation" and communication about the importance of the task. Hopefully the individuals asked to perform these undesirable tasks will also have opportunities to be involved in more enHoyable or enriching tasks. ;!2! Time Management Cood time management is important for both the daily running of a computer lab and for those taking on special proHects. 3oth aspects of time management are discussed here. ;!2!! Consistent ,perating Gours and Acti-ity Schedules 'or a computer proHect or 4nternet cafe to be successful" lab users and clients need to know when they can come and use the computers. 4f a potential user comes during the advertised hours and fnds no one present" they may become discouraged and never come again. 4t is therefore important that operating hours be posted and adhered to clearly. 4f a schedule change needs to be made on a rare occasion" the change should be posted as far in advance of the time change as possible. To emphasize this point further" managers need to make sure that they understand the importance of actually keeping to the posted time. 4f the posted schedule says that the lab opens at I:,, in the morning" then the lab should be opened at exactly I:,,O %otential users that appear on time will not be impressed by the dedication of the sta! if they are not there as scheduled. 4n addition" if a manager in a school computer proHect is scheduled to begin a lesson at -,:,," then they should genuinely begin the lesson at that time and not wait until all of the learners are present. Those who are present will be rewarded with a lesson that lasts the full time slot" and those who arrive late will see how committed the rest of the group is and may consider changing their behavior for the next lesson. 29 /etting daily schedules for an educational computer proHect is an important way to manage time and distribute it fairly amongst all users. The tip box here provides some tips for developing a schedule for an educational computer lab. 2nce a daily schedule has been set" it is important that it be widely publicized. %osting a schedule on the computer lab door" in classrooms and in various gathering spaces will both inform users of when they can come and serve as a reminder of the opportunities available to them in the computer lab. ;!2!2! %aily Time ,rgani5ation $or the Computer Lab Manager The .ab *anager for is likely to have some tasks during his or her day that have to occur at fxed times Asuch as set:up" clean:up and scheduled lessonsB and other tasks that need to occur" but not at a particular time Asuch as o!ering individual assistance" keeping up with correspondence and organizational tasks" repairing e7uipment and eating lunchB. 4f there are specifc tasks that a lab manager wants to make sure happen that day" it is wise to begin the day by thinking about when these events should occur and even making a note on his or her daily calendar or diary to schedule the event. 0eeping an up to date Dto doE list of important tasks is also helpful. There are times when a computer lab manager is completing a task that involves long pauses. 'or example" this can occur when a lab manager is downloading a fle from the 4nternet or reimaging a computer. 5uring these times it is appropriate for the lab manager to multi:task Awork on another task alongside the frst oneB. %erhaps they can catch up on emailK 2r look for good educational resources on the 4nternetK 2r update a computer inventoryK 4t is also good for a computer lab manager to think ahead about tasks that can be done during the following situations: The lab manager6s computer is busy with other tasks Asuch as reinstalling a programB The 4nternet is not available There is a power outage 30 Tips $or %e-eloping a Schedule $or an 1ducational Computer Lab 8hen setting a computer lab schedule" make sure that you address the 7uestions below: -. #onsider the di!erent user groups ) do they each have time slots for using the lab that match their availabilityK +. 5o all students get an e7ual share of time in the labK ;. Are time limits set so that individual users don6t monopolize the resourceK ?. Are teachers<instructors given more Lexible access to the computer lab Ain a way that doesn6t disturb organized lessons and activitiesBK @. 5oes your daily schedule reLect the Having a list in advance of activities that can be performed during these times will help the computer lab manager become more eNcient and productive. ;!2!*! Time Management in a #roEect 8hen the computer lab manager is leading a team on a new proHect" such as developing a new training course" it6s important to consider the implementation time frame for the proHect very carefully. 4nitial enthusiasm for a proHect can inspire people to give unrealistically short time frames Asuch as Dwe will write the curriculum in the next two weeksEB" without thinking about how they will manage all of the other work they need to do as a part of daily life. %eople also often don6t realize how long e!ective communication takes. 'or example" if you are re7uesting feedback via email and an important stakeholder only checks email weekly" you will need to allow suNcient time for this communication method to work Aor consider other methods of communicationB. #ontinuing with the training course example" time also needs to be allowed to gather funds for a proHect" provide orientation or training for the trainers" recruit and confrm participants" and gather all needed supplies. 8hen setting the time frame for a new proHect" the leader should come prepared with a list of steps that he or she knows will be involved in proHect implementation. 'or each of these steps" the team should consider how long the Hob will take and whether it needs to be done in a specifc order. 4n addition" some additional time should be included for unanticipated tasks or issues that develop. 8ith this approach" a realistic time frame for proHect implementation can be developed. ;!*! ,rgani5ing and Leading Meetings A computer lab manager is likely to have an opportunity to organize or lead a meeting while working in a computer lab. This could be a meeting of a team that is organizing an event or planning a workshop. 4t could also be a meeting called to address a problem" or it could be a meeting called to review or evaluate an event or proHect. 8hatever the reason for the meeting" it will be more productive if it is well organized and well lead. The main tasks for organizing a meeting are communicating with participants and setting the agenda. (!ective communication with participants begins with setting a meeting date and time" sending invitations and receiving F/1%s Areplies indicating whether or not someone will attendB. 4n this process" it helps Aif it is logistically possibleB to include the participants in the decision making about the date and time for the meeting. The organizer can propose a few dates and times and see which one works the best for the participants. #ommunication with participants should continue to include reminder phone calls or emails to ensure attendance. 31 4n a well organized meeting" the organizer has also prepared an agenda in advance. 4f possible" the organizer comes up with some ideas and emails the participants to ask them if there is anything else that needs to be included. 5uring the meeting one of the frst items of business should be an agenda review" to give participants another opportunity to suggest additions or changes. 3elow is an example of a meeting agenda outline for one meeting in an ongoing series of meetings. Agenda Feview Feview of either the minutes of the previous meeting or action items Apromised activitiesB from the last meeting. Agenda item S- Agenda item S+ Agenda item S; ext /teps: o Feview of action items from this meeting o .isting agenda items for next meeting o /etting date" time and location for next meeting /ome meetings also begin and close with prayer" but meeting organizers need to be sensitive to the varying faiths of the participants and should not assume that all meeting participants will be inspired by the ministry of one participant. 5uring a meeting" it is the meeting leader6s Afacilitator6sB responsibility to make sure that the meeting runs well and is productive. /ome important tips for leading meetings are included in the tip box here. Another important responsibility for a group leader Ameeting facilitatorB is to make the meeting as inclusive as possible. This can be a challenge in a large group meeting" but even in those situations it is valuable to have as many di!erent voices heard as possible. 3ased on the numbers of people and the needs of the 32 Tips $or Leading Success$ul and #roducti-e Meetings -. 4t is your responsibility to make sure that the group starts the meeting on time. 4t is not fair to those who have come on time to have to wait a long time for tardy participants. +. *ake sure that the group sticks to the agreed upon agenda. 4f a participant is leading the group into another topic" gently remind the participant of the item that is being discussed. 4f the group agrees that this new topic is important to discuss" it can be added in as an agenda item at the next meeting" or the group can agree to change the agenda to accommodate this item. ;. 0eep an eye on the time. 4f it appears that a particular agenda item is taking up all the time" ask the group if it is more important to fnish that agenda item or continue with the rest of the agenda. ?. 8hen the group agrees to items that group" it may or may not be important for the group members to raise their hands and be recognized by the facilitator before speaking. 4f hand raising is used" the facilitator can be sure to call on a variety of people. 4f many hands are raised" the facilitator might need to keep a list of the people waiting to speak" so that no one is forgotten. 4n a small group where people are speaking freely" the facilitator still might want to call on a 7uiet participant to make sure that they feel encouraged to share ideas. The facilitator also needs to become aware of when productive conversation has ended. The group members may have begun to repeat themselves" or some meeting attendees may be showing signs of losing interest. 8hen this happens" the facilitator might suggest that agreement has been reached and check to make sure that is the case. 2r if it is clear that agreement has not been reached" the facilitator could suggest that the item be raised again at the next meeting. 4f it is an issue that is both important and re7uires immediate action" then the facilitator could call for a vote of those present" or suggest that the issue be sent to a higher authority for decision. ;!.! %ocumentation /ome readers might now be thinking D9ghO 5ocumentation means writingT.46m not a writerOE %reparing meeting minutes and reports can be very intimidating for people who don6t have much experience writing or are poor typists. The tip box here includes some tips for those of you who fnd yourself worrying about documentation. ;!.!! 0hen and 0hy to %ocument 4f there are some lab managers who are still reluctant to take minutes or write reports after the above tips" perhaps a discussion of the purpose of documentation would be helpful. 4magine this scenario: Two coworkers are organizing a celebration for the graduates of a signifcant training program. They meet informally to fgure out what preparations need to be done. Then the day of the event arrives and they discover that each one of them thought that the other person was responsible for obtaining soft drinks. 4t ends up 33 Tips $or +irst Time Minute Takers -. Cive yourself plenty of time. Mou don6t want to feel too rushed or pressured to get a report done. +. 9se the meeting agenda as an organizational tool for your minutes. The agenda items can be the headings for the di!erent sections of your notes. ;. Cive yourself permission not to do a perfect Hob. Feaders will appreciate the fact that you are trying" and you will improve with practice. ?. 3e willing to ask for and accept suggestions for improvement. #onsider any negative feedback you get as a part of a good learning experience" and not some Hudgment of your character. @. 0eep practicing your touch typing Ausing being a thirsty crowdO Taking notes" even informally" of the planning meeting could have avoided this problem. 4n preparation for the event" each coworker might have looked at the notes and asked: D4s there anything in here that 4 forgot aboutKE Here are some 7uestions to ask when deciding whether or not someone needs to write up minutes from a meeting or a report from an event: 5id enough things happen at the event<meeting that the participants are likely to forget some of them in the near futureK 8ere the discussions at the meeting complicated enough that reviewing notes later might help some people to understand the discussions more fullyK 8as there anyone who was not present at the meeting or an event that would want to be involved or know what occurredK 5id the meeting or event involve signifcant expenditures of funds or decisions to spend fundsK Are there donors who would like to know how a particular proHect they have funded is proceedingK ;!.!2! #reparing Reports and Minutes 2nce a decision has been made to record minutes for a meeting or write a report for an event" there are several other factors to be considered. 'irst" the manager might be wondering how much information needs to be written. This is certainly going to vary depending on the style of the writer and the needs of the recipients" and the manager is going to have to discover by experience Aand the feedback he or she receivesB what works best. At a minimum" though" the minutes for a meeting should include a list of all attendees Aunless a very large groupB" all agenda items" all topics discussed" and all decisions that are made. 8hen reporting an event" the attendees and agenda are both important. Any signifcant outcomes or recommendations for future events should also be reported. 'or both meetings and events" the recorder is not going to be able to keep track of every word that is spoken" and should not attempt to do so. However" the key points of the discussion should be included. Here is an example of a discussion summary: DThe group discussed the pros and cons of switching 4nternet providers. 4t was stated that the current provider" /mith #ommunication" o!ers the best price in town for our bandwidth level" but it was also noted that the customer service o!ered by /mith has been poor.E 2ne time:saving tool for preparing minutes and reports is to use a template. This is a document that is already formatted properly for the minutes or report" and includes text Asuch as headingsB that will be the same for all meeting minutes or event reports. These templates can be created by a lab manager to meet the needs of the group that he or she participates in" 34 or they can be found online Afor */ 8ord templates see http:<<oNce.microsoft.com<en:us<templates<ct-,--=+G,-,;;.aspxB. 4n */ 8ord a template can be saved as a template fle Athe fle extension is .dotB instead of as a regular document. (ach time a user opens a template fle a new document based on that template is automatically created. The template fle itself is saved in its original state for the next use. 2nce the minutes or a report has been prepared" the lab manager should proof read it before distribution. 4tems to look out for are in the list below: Are the spelling and grammar correctK 5oes the tone appropriately represent the event Anot too negative" for exampleBK 4s the document professional Aavoiding collo7uial expressions or inside HokesBK 8ill someone who was unable to attend the event fnd the minutes or report understandable and usefulK After these items are attended to" the minutes or report can be distributed. 2ften a group will have a policy of frst distributing a draft only to those who were in attendance" asking for corrections or other feedback within a certain time period. After this feedback has been received and incorporated" then the fnal minutes or report is distributed more widely. ;!9! Assignments/Acti-ities ;!9!! Feview the leadership characteristics described in section G.-" and then assess yourself in these areas. 4n what ways are you a strong leader and in what areas do you need to improveK /et yourself some goals for improving your leadership skill and some activities that will help you reach those goals. ;!9!2! #an you stick to a daily scheduleK Attempt this challenge: choose a typical work day in the near future" and set yourself a schedule that includes start and end times for all activities that you plan on engaging in. At the end of the day" evaluate your performance. 5id you pay enough attention to the clock to move on when neededK Had you set a realistic and achievable schedule in the frst placeK Had you forgotten to include some necessary work Aor personal timeBK 5id unforeseen events arise that challenged your ability to stick to the scheduleK 4f so" how did you reactK ;!9!*! 4magine that you are a part of an ongoing team that meets to review the activity of an 4nternet cafJ and suggest improvements for the proHect. Mou are the designated minutes taker for these meetings. %repare a template that could be used for minute taking that includes all headings and recurring agenda items. ;!9!.! Analyze a meeting you recently attended. 5escribe the meeting purpose" and then answer these 7uestions: 5id the meeting facilitator 35 AleaderB keep the group on track and on timeK 5id the meeting facilitator make sure that all voices were heardK 5id the participants act as a team or were there signifcant conLicting interests or opinionsK 8hat else about the meeting went well or went poorlyK ;!9!9! 8orkshop Activity: %articipate in a group discussion about time management in your culture. 8hat can be done to help people be productive and timely while still taking cultural norms into accountK ;!9!:! 8orkshop Activity: %articipate in a role play on leading a meeting. Mour instructors will describe the meeting topic and assign specifc roles to the participants. After the role play" participate in a group discussion about what went well and what could have been improved. Table of #ontents B! #lanning B!! #lanning ,-er-iew 8e all plan at least informally in our lives. 4t might be planning the family dinner menus for the week" it might be planning a party for a friend" or it might be planning a strategy to complete a degree. 8ithout any planning" our existence would be truly Hust day:to:day and probably less inspiring and enHoyable. The same is true for a computer proHect. 4f we don6t make plans for events or improvements" there is likely to be less excitement in running the proHect. 4n addition" if we don6t plan for certain maintenance needs Asuch as new light bulbs or printer cartridgesB we will fnd that working in the computer lab is certainly less enHoyable and productive. An 4nternet cafJ might even lose some customers if they haven6t planned to keep the computers up to date and performing well. There is 7uite a bit written about the initial planning stage for telecenters or other community computer proHects. Any organization Hust beginning a computer proHect would be well advised to use the information available in the planning resources listed at the end of this module. The recommended steps for an initial proHect plan include community involvement" needs assessment" establishing a mission and goals" determining what services to o!er" what e7uipment is needed and fnancial planning" among other topics. B!2! Strategic #lanning (ven if a computer proHect was well planned before initial implementation" there are going to be times when more planning is needed. This could be for a variety of reasons. %erhaps the proHect is considering a change in direction. 2r perhaps the donor funding has been exhausted and a new plan for sustainability needs to be developed. Also some donor agencies re7uire planning before they will consider donating to a particular proHect or organization. The Hustifcation for this is that these donors believe 36 that a planning process is necessary to ensure that a proHect is well thought out and that the right amount of funds are being provided for right purpose. 8hatever the purpose of the planning" it is important that the computer lab manager not carry out the planning alone. The planning will be much more e!ective if it is a group process" involving at least some steering committee members" and preferably also someone with fnancial expertise or authority. 3efore beginning any sort of proHect planning" an organization should make sure that they have vision" mission and goals statements that will guide their planning. Here are descriptions of these statements: 7ision! The vision for a proHect should describe an ideal future for the proHect. 4t should also give a direction" inspire action and explain why the proHect exists. Mission! A mission is an action:oriented statement of what the proHect does or why it exists. The mission statement should address these three 7uestions: D8hat is the main purpose or function of the proHectKE D8ho are the benefciariesKE and D8hat needs is the proHect trying to addressKE &oals! The goals give the specifcs of the direction for a proHect. 'or example" one goal for a school computer proHect could be DTo use computers as a source of educational information for pupils and teachersE. Coals should be realistic and achievable for the proHect" but they can be relatively broad. A proHect will probably have more than one goal. /trategic planning itself is an ongoing process in which an organization envisions the future" and then determines what steps will help the organization reach that future vision. There are many di!erent approaches used for strategic planning" and also organizations will plan for di!erent lengths of time. A very long range plan is useful for an organization that has large goals that will only be achieved gradually. .ong range planning is also valuable for proHects to use as they consider e7uipment replacement. 'or example" the computers that serve an organization very well now will likely be 7uite slow and out of date in @ years time. A long range plan can ensure that there will be funds available to replace those computers in @ years. 2ne tool used for planning is called a .ogical 'ramework A.og 'rameB. This is a valuable tool for an organization because it ties all obHectives into the activities that will result from the obHectives and the outcomes that are expected from these activities. 4n other words" a log frame describes the process that the organization will follow to meet their obHectives. A log frame can cover a short or long time frame" depending on how long an organization thinks it will take them to meet their goals. /ince many computer proHects will work with institutions that have annual funding cycles" a process for 37 developing a one year log frame is suggested here. The di!erent elements of a simple log frame are described below - : ,bEecti-es! These are specifc changes or outcomes that are desired for your proHect. They do not describe the activities" but the concrete goals in a specifc area. They use words that indicate change such as DincreaseE" DdecreaseE" DstrengthenE and DimproveE. They also are /*AFT A/pecifc" *easurable" Appropriate" Fealistic and Time:boundB. A proHect may have several obHectives that combine to match the overall proHect goals. These obHectives could be about infrastructure Afacilities and e7uipmentB or they could be about the programs Acomputer training" academic use of computers" etc.B that the proHect delivers. (xample obHectives for a computer education proHect could be: D4mprove 4T training for pupils by starting a vocational 4T skills training proHect within the next year.E 2r D4ncrease number of computers available for users from -@ to +,.E Acti-ities! These are the specifc actions that will result in meeting the above obHectives. Activities can be events that occur in the computer lab or Dbehind the scenesE activities such as purchasing. There can be several activities under each obHective. (xample activities for a computer education proHect could be D2!er computer repair training to +, school leaversE or D4ncrease seating capacity in the computer lab to ?, learnersE. "ndicators! These are the evidence for whether or not the activities have been carried out and the obHectives achieved. This is the information or data that an organization will collect to monitor its proHects. (xamples from the above activities are Dnumber of school leavers completing computer repair courseE" Dfeedback from school leavers completing computer repair courseE and Dnumbers of new desks and chairs purchasedE. Means o$ 7eri<cation HM,7>sI! These are the methods that an organization will use for measuring" verifying or analyzing their indicators. They are also the tools used in an evaluation process. /ome example *216s are listed here: o #ollecting inventories and attendance lists o #ollecting" analyzing and reporting information from users Asuch as number and purpose of visitsB o #ollecting and analyzing information on lab income" before and after institution of a new income generating venture o Holding periodic meetings of stakeholders and asking them to reLect on how the proHect is meeting its goals o #onducting and analyzing written surveys of stakeholders 1 Find Your Way in Successful Fundraising, Irma Knieriem & Ashley Wheaton VSO Volnteers! "am#ia $2006% 38 o #onducting and analyzing individual interviews with stakeholders o 'or a school computer proHect : #omparing performance indicators Asuch as exam scores in academic subHects" or rate of employment after leaving schoolB for lab users and non users o 'or a school computer proHect : #omparing performance indicators Asuch as exam scores in academic subHectsB for lab users before and after improvement of a proHect element. 2ne layout for a simple log frame is shown here" with example text included. otice that it allows for multiple activities for a single obHective. Log Frame for School Computer Project ,bEecti-es Acti-ities "ndicators Means o$ 7eri<cation - Improe !ualit" of IT instruction for pupils -.- Send t#o IT instructors for further trainin$ Number of teachers receiin$ further trainin$ %ollectin$ receipts and certifcates from trainin$ courses Number of pupils improin$ in IT performance %omparin$ pupil scores on e&ams and pro'ects( before and after instructor trainin$ -.+ Purchase an )%* pro'ector and train instructors on its proper use Pro'ector is purchased Pro'ector is in use( and receipt has been collected and included in a report Pro'ector is used b" instructors( and is improin$ pupil understandin$ Pupils are sure"ed about pro'ector use and understandin$ + Increase number of pupils #ho are trained at one time +.- +r$ani,e and implement a s"stem for informin$ pupils of upcomin$ lessons Pupil attendance improes %omparin$ pupil attendance records before and after implementin$ s"stem +.+ Purchase - additional used desk top computers .our additional computers are purchased and installed %omputers are in use and receipts hae been collected and included in reports ; *eelop a small Internet caf/ as an ;.- Purchase 0 additional used desk top T#o additional computers are purchased and %omputers are in use and receipts hae been collected and 39 income $eneratin$ enture computers installed in desi$nated area for Internet cafe included in Internet caf/ pro'ect report ;.+ Train intern to adertise and mana$e Internet cafe Intern receies trainin$ %ollectin$ receipt and certifcate from trainin$ course 1or if informal trainin$( report from instructor2 ;.; +perate Internet cafe Internet caf/ is in operation and raisin$ funds Preparin$ fnancial statements for caf/ operation and includin$ them in Internet caf/ pro'ect report B!*! #lanning and Managing a Special 1-ent 4t is likely that a computer lab manager is at some point going to be asked to organize a special event. This could be a workshop" a celebration" or perhaps an outing of some sort for people involved in the computer lab. 8hen planning such an event" it is best to start as soon as possible and get others to help in the process. 3eginning with a team planning meeting is a good start Asee organizing and leading meetings in section =.;B. 'or a workshop" here are some of the items that would need to be planned: 8orkshop purpose" agenda and trainers 8orkshop budget Afees for trainers and assistants" printing learning materials" facility rental" paper and printing for certifcates" refreshments" talk time and transport for organizersB and resulting cost for participants 4nvitation letters for participants" including costs and registration deadline 5etailed schedule including work assignments for trainers and assistants How workshop will be evaluated and reported Arrangements for collecting training materials" refreshments and any other needed supplies B!.! Assignments/Acti-ities B!.!! 5o some web research about organizations working on promoting 4#T use in developing countries" or 4#T?5. 'or three di!erent organizations" summarize what you found about their mission" vision or goals. This information is often found on an DAbout 9sE page. Then look at some of the activities reported on the web pages for these three organizations. 5o the activities relate to or seem to be guided by the mission" vision or goalsK (xplain brieLy. 40 B!.!2! 5oes your organization have *ission" 1ision and Coals statementsK 4f not" take some time to draft the statements that you personally think would work for your organization. 4f they do have these statements" take some time to compare them to the work done by your organization. Are the *ission" 1ision and Coals statements reLected in the daily activity of your proHectK 5oes it appear that these statements guided the proHect developmentK B!.!*! 4magine that your organization Aor if you are not employed" a community proHect in your townB is going to undergo a strategic planning process. 8ho should be on the planning teamK .ist their names Aor positionsB and what expertise or important views they would bring to the planning process. B!.!.! 3uild a log frame for a small community computer proHect that has the following obHectives: -. 4ncrease the number of community computer members who can use computers at the same time. +. (stablish a broad band 4nternet connection. ;. 9se the proHect computers to provide relevant agriculture information. #omplete all sections of the log frame" making guesses about the proHect and costs as needed. B!.!9! 8orkshop Activity: 8orking with a team" brainstorm about common small parts that need to be repaired and replaced in a computer lab. #onsider how many of these items are used and how often they fail. Then make a plan<schedule for replacing small parts in a typical computer lab. 3e as specifc as possible about the parts that need to be repaired or replaced and the time frame for this. 4f time allows at the workshop" also draft an annual budget for small part repair and replacement. B!.!:! 8orkshop Activity: 4magine that you are on a team that is organizing a half day workshop on computer lab security. 'irst you will participate in a group brainstorming session about all of the work that will need to be done to plan and prepare for the workshop. Then you will be assigned a small team that will plan one aspect of this workshop" and then report back to the larger group. Table of #ontents C! +inancial Management C!! ,-erall #urpose 8hy do we need to manage money in a computer proHectK #ompare a computer proHect to a family with a small income. 3oth entities have fre7uent and occasional expenditures that need to be accommodated. The comparison is clarifed in the table below. Comparison of Family and Computer Project Expenditures &'(en)itre *y(e +amily ,om(ter -ro.e/t 41 0i1h +re2en/y +oo)! &le/tri/ity! 3ent! *rans(ortation Internet! &le/tri/ity! 3ent! Salaries 4e)im +re2en/y S/hool +ees! 0osehol) S((lies! ,lothes Small &2i(ment 3e(air53e(la/ement! In6 ,artri)1es! 7earnin1 4aterials 7o8 +re2en/y $#t ty(i/ally e'(ensi9e% 7ar1e 0osehol) A((lian/es! Vehi/les! -r/hasin1 a 0ome! 0i1her &)/ation ,om(ter 3e(la/ement! 4a.or +a/ilities 3e(air5:(1ra)e or &'(ansion! Im(lementation o; a <e8 4a.or -ro1ram 8hen a family does not manage scarce fnancial resources" it is likely that they will account for the high fre7uency items" which often demand immediate attention" but not think about the medium and low fre7uency items" even though these are also of high importance. The same problem could occur with a computer proHect. 4t is true that there isn6t always enough money to save for the low fre7uency items" but with good fnancial planning and money management skills" both a family and a computer proHect have a better chance of getting to those items than if they did not plan at all. C!2! #lanning $or Sustainability 8hen a computer proHect plans for the medium and low fre7uency events in the above table" they are planning for sustainability. A proHect will last if it doesn6t Hust ask DHow are we going to pay the salaries next monthKE but instead thinks D8hat is our long term strategy for making this proHect lastKE. The proHect steering committee needs to forecast what is going to be needed to maintain the proHect at its current level Athe medium fre7uency expenditures in the above tableB and what is going to keep the proHect competitive and exciting Athe low fre7uency expendituresB. The steering committee can also be thinking of ways to break down large expenses into more manageable amounts. 'or example" instead of planning to replace +, computers in one year" the committee could plan to replace ? computers a year over a period of @ years. A computer proHect is fnancially sustainable either when it brings in suNcient income to cover expenses" or it delivers on a social mission so e!ectively that the proHect is worthy of continued donor funding 0 . A steering committee should spend signifcant time strategizing how it will become fnancially sustainable while developing a fnancial plan for an organization. The next three paragraphs discuss some di!erent strategies for becoming fnancially sustainable. 2ne logical strategy for fnancial sustainability for many computer proHects is to charge user fees. This is the most likely source of income for + 30 Habits of Hi$hl" 4fectie I%T54nabled *eelopment Initiaties" 3ridges.2rg" www.bridges.org<-+Uhabits" accessed 2ctober +I" +,,> 42 an 4nternet cafJ. /chool and college computer labs can also generate funds from user fees" but this needs to be taken care of in a way that is not counter to school goals or re7uirements Afor example" a primary school in $ambia could not charge user fees because of the commitment that the $ambian government has made to free primary education for allB" and with full support of the school6s %TA. Any educational institution charging user fees would be wise to take care of these fees through the bursar6s oNce and alongside tuition. Therefore learners who cannot pay can make arrangements through the bursar6s oNce Aas they would for their tuitionB and will not be prevented from entering the computer lab. 3oth 4nternet cafes and educational computer proHects need to make sure that they set fees that are reasonable for their users. 4f the maHority of the target audience cannot a!ord the fees" the proHect will certainly not survive. 4f user fees cannot cover all likely expenses" an organization might consider o!ering additional services that can generate more income" either because they are perceived to be of higher value or because they attract a wealthier clientele. 'or example" an 4nternet cafJ or school computer proHect could consider o!ering computer skills courses to members of the surrounding community. 8hen planning these courses" the organization would need to make sure that these courses did not interfere with the core activities of the proHect. A school proHect may decide" for example" that community courses can only be o!ered in the evenings when there are no pupils using the lab. 8hen setting budgets for these courses" the organization would need to take into account any additional sta! training that was necessary as well as extra pay for sta! that are re7uired to work longer hours. 4f additional funding is still needed" the steering committee can make an appeal to donors in the government or non:proft arena. The Hustifcation here will need to be as stated previously ) this proHect is so valuable to the local community and is delivering so well on its social mission" that it deserves ongoing support. %erhaps the proHect can become a demonstration model for a community development organization or a new government proHect" or it can be adopted by a local private business as a part of their corporate social responsibility plan. 4n some cases" ongoing e7uipment donations could also be considered a part of sustainable operation" as long as donor organization can be counted on for ongoing donations. C!*! The +inancial #lanning #rocess 'inancial planning should be a part of the overall proHect planning process" so that an organization is aware of what its initiatives will cost and has a good strategy for raising these funds and sustaining the organization. 4n fact" the more an organization is able to think about its long term plans Aand those low fre7uency but big expenditures discussed earlierB" the more successful their fnancial planning will be. Advice on long term fnancial 43 planning is readily available on the 4nternet. 'or this text" we will focus on the fnancial planning for an organization using an annual strategic plan" as described in section I.+ of this text. C!*!! +inancial #lanning $or Acti-ities Fecall that Ausing the .og 'rame planning styleB activities are the actions that an organization takes in order to meet an obHective. /ome of these activities will have clear costs associated with them. A steering committee should discuss and prepare a fnancial plan for these costs. The steering committee may discover that an obHective needs to become a multi: year proHect in order to make the annual activities reasonably a!ordable. The steering committee should also think about where funding might come from for these costs. An example of a fnancial plan for the .og 'rame shown in section G.; is shown here. %lease note that these costs are Hust examples and should not be considered accurate. The plan also is incomplete because it does not include sta! wages" security costs and several other likely ongoing expenses. 2DDC +inancial #lan "tem %escription 6umber 6eeded and 8nit Cost H8S%I Total Cost H8S%I Suggested +unding Sources Instructor Trainin$ %ourse Participation .ees 0 learners at 6077 each -77 *onors and School Transportation for Instructor Trainin$ %ourse Participants 0 at 607 each -7 School teacher education fund Si& $ood !ualit" used desktop computers 8 at 6097 each 3977 *onors and School Printer %artrid$es( black 37 at 6:7 each :77 Internet caf/ income Ne# )%* Pro'ector 3 at 63777 3777 *onors and School Small repairs and replacement fund for lab e!uipment 6-77 per "ear -77 Internet caf/ income Internet connection fee 30 months at 6097 :777 Pupil user fees and Internet caf/ income &rand Total Costs 88-7 8hen putting together a fnancial plan" the steering committee should try to make accurate cost estimates for all expenses. This will re7uire some 44 time investigating local shops and providers. After several years of operation" the steering committee should have enough past experience with ongoing costs to make relatively accurate estimates. 4t is also always wise to allow some contingency in case prices rise. As a steering committee becomes more experienced in fnancial planning" they also should replace the last column of the above table with actual proHections of the funds available from each source. They can also develop a separate income plan" such as the example shown below. 2DDC "ncome #lan "tem %escription 1stimated 6umber A-ailable and 8nit "ncome H8S%I Total "ncome H8S%I Pupil %omputer .ee 977 learners at 69 per "ear 0(977 Internet %af/ 1#eekend2 .ees 6377 per month 3077 Printin$ .ee for )ab and %af/ ;sers 377 pa$es per month at 6.09<pa$e :77 Short %ourse 1eenin$2 Participant .ees Si& short courses( 39 participants each( 637 per participant =77 >oernment .undin$ for Pilot Pro'ect 3 $rant 3777 N>+ *onation for )ab Improements 3 $rant 3777 &rand Total Costs 8(=77 C!*!2! Re-iewing the #lan 2ne a planning committee has developed a fnancial plan" they should take some time to make sure that it is correct and reasonable before moving forward. 4t would be tragic to have made a signifcant error that ends up having a negative e!ect on a key proHect. The frst step in reviewing the plan is checking the mathematics very carefully. Has a zero been dropped somewhereK Are all the calculations correctK Then the plan should be circulated to some other stakeholders in the proHect to make sure that they also don6t see any problems. 5onors with experience with similar proHects may also be able to provide advice. C!.! 0orking 0ith a Budget C!.!! +inancial #lan -s! Budget 8hat is the di!erence between a fnancial plan and a budgetK A fnancial plan is a planning committee6s e!ort to set fnancial direction for an organization. 4t also is a tool used to explain to likely proHect funders how you intend to use the money they contribute. However" these funders may not 45 contribute as much money as anticipated" or there may be other constraints set on the amount of funds that the proHect has to work with. The budget is what you end up actually working with for the year Aor other specifed time frameB. A budget must be balanced so that income matches or exceeds expenditures. 3udgets can also be created on di!erent levels of a proHect. 'or example" a computer lab might have an overall operating budget" but then have smaller budgets for specifc proHects. 3elow is an example of a budget for a small training workshop: Budget $or Computer Training 0orkshop tem !escription "mount #$S!% Income -arti/i(ant +ees =20 ea/h ;or 20 (arti/i(ants 400 Total Income 400 Expenditures +a/ilitator>s +ee =130 130 Assistants> +ees 2 ? =30 60 -rintin1 o; *rainin1 4aterials =50 50 -rintin1 o; ,erti;i/ates =2 ea/h ;or 20 (arti/i(ants 40 3e;reshments =80 80 +el an) -hone ,re)it ;or Or1ani@er =10 10 :nanti/i(ate) &'(enses =30 30 Total Expenditures 400 C!.!2! 0orking 0ith a Budget Here is the most important thing to know about working with a budget: once a budget has been established" a manager should make every e!ort possible to stick to that budget. 4f small variations need to be made" they should be kept within the limit of the Dunanticipated expensesE or contingency line of the budget. 4f it becomes clear that a budget is not reasonable" the manager needs to communicate clearly and promptly with the steering committee Aor a proHect organizing teamB to determine sources of additional income. C!.!*! Basic Bookkeeping/Accounting Skills 8hile an organization may choose to contract with an accounting frm to fnalize or audit accounts after a specifed amount of time Amonth" 7uarter or yearB" the daily bookkeeping for a computer proHect is likely to be the responsibility of the computer lab manager. This is not a cause for panicO The basic goals involved in bookkeeping are very simple: -B 0now how much money you are earning and spending +B 0now how much money is available ;B 0eep clear records so that you can explain items - and + to other people. 46 A few more steps on how to perform the tasks needed to achieve these goals are described below. 3eeping Receipts. 4t is important to keep track of all receipts Afor purchases made by the proHectB as well as clear records of proHect income. All receipts should be kept and organized by date. 4f the proHect has few of these small pieces of paper" they can easily be organized in a labeled fle or envelope for each month or for each specifc small proHect. 4f the number of receipts is larger" a good way to organize them is with a ring binder. The receipts are hole:punched and added to the binder in date order. /everal small receipts can be taped to a larger page. 4f the receipts do not indicate what item was purchased and the date of the expenditure" this information should be hand:written onto the receipt. Fecords of proHect income can be kept in a similar manner if the organization is able to keep copies of paid invoices or receipts given to those paying. However" if the organization Asuch as an 4nternet cafJB fre7uently receives small user fees" it will be easier to keep a log of the fees received in a log book for 4nternet cafJ income. At the end of each day" the fees received should be totaled and the log book page signed by the manager. 3eeping %aily Records. 8hile income and expenditures are still fresh in the mind" the computer lab manager should make sure they are recorded in a log book. The log book should be designed to clearly indicate the following for each item: date" description and amount. 4f the proHect only has one DpoolE of money Asuch as a petty cash boxB this log book can also keep a running record of how much money is in that pool Asee more on petty cash management" belowB. 2therwise the log book should also indicate which source of funds Asuch as a bank account or petty cash fundB the money was taken from or added to. 3alances of these funds should also be kept current" so that the manager knows how much money is available for the proHect. A che7ue book should have a balance sheet or receipt tabs attached for this purpose. 3eeping a Budget/"ncome/1@penditures Spreadsheet . The handwritten records described above should periodically Aperhaps weeklyB be recorded in a spreadsheet that summarizes income and expenditures and compares them to the proHect budget. 4t6s very important that a computer lab manager becomes familiar with the basic spreadsheet skills needed to meet this task: Adding rows and columns to a spreadsheet" entering information into a spreadsheet" formatting cells for currency" adding columns" and performing basic calculations. 3elow is an example of the spreadsheet that resulted from adding income and expenditures to the proHect budget example used previously. Budget and Expenditures Worksheet Budget Actual 47 Item Description Amount (U S D Description Amount (U S D Income -arti/i(ant +ees =20 ea/h ;or 20 (arti/i(ants 400 Only 18 (arti/i(ants 360 Total Income 400 !"0 Expenditures +a/ilitator>s +ee =130 130 130 Assistants> +ees 2 ? =30 60 60 -rintin1 o; *rainin1 4aterials =50 50 45 -rintin1 o; ,erti;i/ates =2 ea/h ;or 20 (arti/i(ants 40 Only 18 (rinte) 36 3e;reshments =80 80 $see se(arate #rea6)o8n% 65 +el an) -hone ,re)it ;or Or1ani@er =10 10 12 :nanti/i(ate) &'(enses =30 30 ,AB3O4 )is6s 10 Total Expenditures 400 !#$ Ai;;eren/e Cet8een In/ome an) &'(en)itres % #reparing +inancial Reports! A computer lab manager should discuss with his or her steering committee or supervisor to determine how often fnancial reports are re7uired. 4t is likely that a fnancial report should be prepared at the end of any special proHect. 4n addition" if a proHect has regular cash Low due to income generating activities" monthly fnancial reports should be prepared for these activities. A fnancial report can be as simple as a spreadsheet Asuch as the one shown aboveB and a brief explanation of the expenditures and any overall comments. 'or the example proHect shown here" the manager might explain why the numbers of participants was decreased" what e!orts were made to save costs as a result" and where the excess funds will go. C!9! A-oiding +inancial Corruption C!9!! Managing #etty Cash *any computer proHects have good reasons to have some cash on hand. 4t could be funds received from income generating ventures" or it could be funds needed for the purchase of small lab supplies. This money" however" can also be an easy target for theft. 3elow are some techni7ues for keeping these funds safe and accounted for: 48 0eep the funds secure in a locking cash box or desk drawer" and if possible in a location that is not easily visible for lab users. 4f possible" involve more than one person in the safe storage of the funds. 'or example" the cash box can be kept in the oNce of one coworker" while the key is kept by another coworker. 0eep a petty cash log book that includes lines for date" description" amount of income or expenditure" running balance and signatures. Have a standard procedure for cash box withdrawals" such as the re7uirement of two signatures. C!9!2! "n-ol-ing ,thers 4t is important that fnancial management not be the sole responsibility of one individual. /ome managers" in moments of desperation" may be tempted to steal or misdirect funds if they do not think anyone would notice. This can be avoided if more than one person is involved in all fnancial matters. 2n a daily" weekly or monthly level" this could be as simple as having a coworker who cosigns on all petty cash expenditures and reviews all fnancial records with the lab manager. A computer proHect should also periodically hire an outside accountant to review all proHect records and books. This individual does not have a vested interest in a particular proHect and thus is likely to give obHective feedback. 4n addition" some donor agencies re7uire that the fnancial books for a proHect that they fund be formally audited. A fnancial audit is a way for an outside person to review and aNrm that the fnancial statements and records of the organization are complete and accurate. C!9!*! 3eeping the #urpose and &oals in Mind Faising awareness about the purpose and goals of a computer proHect is a tool that a computer lab manager can use to help avoid corruption. 4f the computer lab manager keeps the community informed about the purpose and goals of a computer proHect" the proHect will be seen as benefcial in the community and hopefully will be less of a target for theft or corruption. 'or some people it is easy to steal or misdirect funds when these funds are seen as DHust some rich person6s money that they will never miss.E 4f" on the other hand" the funds are seen as belonging to the community proHect" and that the funds have an identifed benefcial purpose" it is clear now that these funds are vital and certainly will be missed. C!:! Basic Marketing Skills *ost computer proHects will need to have some sort of income generating venture" and for some proHects Asuch as 4nternet cafJsB income generation plays a key role. Therefore" it is important that a computer lab manager knows how to attract customers to a proHect. *arketing is valuable as a way to keep your organization visible in the community" stimulate 49 interest in your proHect and inform community members of new opportunities. 8hen beginning to market your proHect" it is important to know your target audience. 8here do these people gatherK Those gathering places could be good places to post a proHect Lyers. 8hat aspects of your proHect are most attractive to this audienceK Those aspects could be featured clearly and in a large font on the Lyer. There are several sources of advice for marketing for telecentres. The #ommunity Telecentre #ookbook for Africa ; lists the following as good marketing methods for a computer proHect to consider: #rint Media! This includes newspapers" church newsletters" corporate partner newsletters" and pamphlets from partner C2s. The telecentre can keep an eye out for special newspaper sections<supplements that relate to 4T or education" and can also publish press releases. Tele-ision and Radio! Advertisements on public and private T1 and Fadio stations are an option if a!ordable. The manager could also keep an eye out for talk show programs that are relevant to the business of the computer proHect. These might o!er free ways to discuss related issues and raise awareness on the services o!ered by the computer proHect. Community Bulletin Boards! These bulletin boards may be found in community health centres" schools" or markets. They are key places to advertise the proHect6s o!erings and schedule" and also to advertise special events" sta! openings" or the need for volunteers. A full course on Crassroots *arketing for telecentres is available as a part of the Trainings #ommons *odules ? " and is recommended reading for those managers who will need to do signifcant marketing for their proHects. C!;! Assignments/Acti-ities C!;!! 8hat is one of your personal goalsK 5escribe your fnancial plan for achieving that goal. C!;!2! 5esign a budget for a small event" such as a party for graduates of a training course. C!;!*! %ractice your spreadsheet skills with the budget you designed in the previous exercise. *ake sure to include some formatting of cells and texts Anumber formatting" bold text" di!erent font sizes" bordersB and some use of formulas Amultiplication" auto sumB C!;!.! 1isit a small community proHect Ait doesn6t have to be a computer proHectB. How do they manage cash and keep track of their income and 3 *he ,ommnity *ele/entre ,oo6#oo6 ;or A;ri/a! 4i6e Densen an) Anriette &sterhysen! :<&S,O! 2001E A9aila#le ;rom htt(F55nes)o/Enes/oEor15ima1es5001250012305123004eE(); 4 *rainin1s ,ommons 4o)les! *ele/entreEOr1! 2008E A9aila#le ;rom htt(F55888Etele/entrea/a)emyEor15#ro8se5Aetaile)52684Ehtml 50 expendituresK 5o you think their system is suNcient for the needs of their proHectK 8hy or why notK /ummarize your fndings. C!;!9! 8riting a fnancial report for the proHect example used in section >.? of this text. 4nclude a summary of the information shown in the spreadsheet" as well as any additional explanations that you think would be helpful. 'eel free to invent plausible a story for an explanation. C!;!:! 4magine that you are working for a community computer proHect that has decided to begin o!ering a web design course for youth that are already 4T literate. 5evelop and describe a good marketing strategy for this course. C!;!;! There are many Dgray areasE of corruption. These are situations in which funds are misused" but the misuse is small or well hidden or socially acceptable. 3elow are three scenarios that possibly involve Dgray areasE of corruption. #onsider each one and then state: -B 8hether or not you think it represents corruption" and why. +B 8hat you think should be done by a coworker who observes this corruption. -B A coworker is given a small transportation allowance to work on marketing a new training course. Her actual transportation costs are a bit less" but she doesn6t report or return the excess. +B An 4T instructor at your proHect is also doing some data entry work for an outside AunrelatedB proHect to earn money. After he has fnished instructing a course for the day" he stays in the computer lab and works on data entry for two hours" apparently oblivious to the growing 7ueue of community members waiting to use the computer. ;B /ome visiting donors from oversees bring to your proHect a large supply of 9/3 Lash drives" with the re7uest that they be given as prizes to deserving learners who have reached certain milestones in their 4T training. 2nce the donors have left" the head teacher at your school re7uests a Lash drive and you feel obligated to provide one. C!;!B! 8orkshop Activity: 4n a small group" discuss the scenarios from the previous assignment. #ompare your opinions on whether or not each scenario represents corruption. Also discuss what could have been done initially to avoid these situations. C!;!C! 8orkshop Activity: /hare the budget spreadsheet you created in assignment >.=.; above with other members of the class. How do the spreadsheets produced by di!erent people compareK *ake sure that this becomes an opportunity to learn some new skills when using a spreadsheet application. C!;!D! 8orkshop Activity: 4n a small group" design and prepare a Lyer for the party mentioned in assignment >.=.+ above. 3e sure that all of the basic information for the event A8hatK 8henK 8hereK 8ho should 51 attendKB is included in a creative and inspiring layout. /hare your Lyer with the larger group" and note any improvements suggested by others. Table of #ontents D! Communication and "nterpersonal Skills D!! 1Jecti-e Communication 8hat does it mean to e!ectively communicateK 4n basic terms" it means that someone has an opportunity to deliver a message that they believe is important" and that this message is received" understood and responded to appropriately. *ost of us have probably been involved in situations where we felt that communication was not e!ective. This could be sending an email that no one responded to" making a statement in a meeting that was misunderstood" or even not being given an opportunity to make an important contribution to a conversation. 8hen a lab manager is considering how to be an e!ective communicator" the key factors to consider are below: ,pportunity/"nclusion! 5oes the communication method include all key stakeholders in an issueK 4s everyone given an opportunity to voice their opinionsK Clarity/8nderstanding! Are unusual or collo7uial AslangB words avoided or explainedK 4s translation into other languages provided as neededK Are illiterate" visually impaired or deaf stakeholders included in the communicationK 4f communicating in a meeting" is the speaking loud enough for everyone to hearK Tone and 6onK-erbal Communication! 4n face to face communication do the facial expressions and body language portray the desired emotionsK 4s the tone of communication Awritten and oralB respectful" professional and encouragingK Listening! 5o listeners show Avia eye contact" facial expressions or 7uestioningB that they are listening and engagedK Response! Are all stakeholders given an opportunity to respond to a statement or issueK Are responses received in a way that shows good listening" interest and respectK 8hen written responses are re7uested" are they provided promptly and clearlyK There are many di!erent methods of communication" including one to one discussions" telephone calls" group meetings" radio broadcasts" 4nternet blogs" email" etc. *ost of the factors mentioned above are relevant for all of these methods. A lab manager should take opportunities to self:reLect on his or her communication where possible. 8as the communication e!ectiveK 8hy or why notK 'or most of us" learning good communication skills is a gradual and life:long process. 52 D!2! Communicating 0ith %iJerent Types o$ #eople 2ur background" experiences" culture" goals and abilities<disabilities all a!ect our ability to communicate with others. 4t is important for the computer lab manager to be aware of the fact that working with a diverse group of people means adapting to diverse communication needs and skills. The tip box here includes tips for communicating e!ectively with people who are from di!erent backgrounds or cultures. 4n all cases the computer lab manager should choose to err on the side of respect and clarity in all communication. Tips $or Communicating 1Jecti-ely with %i-erse &roups o$ #eople -. Try to Dput yourself in the shoesE of the people you are communicating with to determine how to communicate with them e!ectively. 'or example" think about how important it is Aor isn6tB to develop a personal connection with meeting participants before attending to the business of the day. +. 4f (nglish language is a barrier" you might consider avoiding overly technical language or fnding a translator. ;. 3e aware of culture and class issues and standards in the local culture. 'or example" a community leader may want certain protocols to be observed before getting to the matters at hand. ?. 3e aware of religious di!erences. 'or example" a person who is not religious may feel o!ended by an email that thanks Cod for a certain opportunity or event. @. 3e aware of the fact that perceived shame can result in ine!ective communication. 'or example" an adult who is Hust learning how to use a computer may feel that communicating their educational needs A computer lab manager should be particularly aware of the needs of special populations within his or her proHect6s community. /omeone who is intellectually challenged may need information to be presented more slowly or with repetition. A visually impaired person will need assistance in accessing email or other online communication tools. A deaf person will need sign language interpretation in a meeting" and may also need assistance with written materials. D!*! 1Jecti-e 1mail Communication (!ective email communication will be discussed more fully in *odule ? of this course" but these basic email communication tips are important enough to be emphasized in this module as well: 4nclude a relevant subHect line in all emails. 53 9se a respectful tone and avoid words that will be diNcult to understand or are too collo7uial. #heck the email for spelling and grammar before sending. 8hen receiving email" make sure that you reply if a reply is re7uested. 4f you are very busy" this can be as simple as D4 am sorry that 4 am too busy to give this much thought now butTE 8hen sending a reply" consider whether it is for Hust the sender AFeplyB or meant for everyone the original message was sent to AFeply AllB. D!.! Communicating with #roEect #artners and %onors (!ective communication is very important to establishing and keeping good relationships with proHect partners and donors. o partner or donor wishes to make a contribution to a proHect and then hear nothing about the outcomes of their contribution. The partners need to know that they have made a di!erence to the proHect" that their e!orts are appreciated" and that their continued involvement is welcome. D!.!! 0hen to Communicate with #artners and %onors #ommunication with partners and donors should occur regularly" but exact fre7uency and content of the communication will vary with di!erent organizations. The lab manager should have a discussion with partners<donors at the beginning of their working relationship to fnd out what communication is appreciated and expected. This may end up in a system of monthly or 7uarterly reports on the progress of a proHect. %artners and donors are also likely to appreciate impromptu communication when an important event has occurred. 'or example" if the frst group of learners from a new training proHect are about to graduate" a donor to the proHect would be interested to know of this exciting development" and might want to be invited to the graduation ceremony. D!.!2! Reporting the 'Bad 6ews) /ometimes lab managers are reluctant to report problems to partners or donors. 8e all have a tendency to want to avoid embarrassment or disapproval" but in most cases avoiding needed communication will only make a situation worse. 4f a proHect experiences a signifcant setback such as the theft of a key piece of e7uipment" or a maHor illness of a key coworker" the best course of action is to communicate this news promptly and in a way that shows that the problem it being taken seriously and the organization is already working on ways to solve the problem. The donor will appreciate the transparency and the fact that the manager is trying to address the problem promptly. The donor may even have some helpful suggestions. 4f" on the other hand" the manager avoids communication" they are likely to have a more embarrassment later when the donors discover the setback for themselves. 54 Another challenge in communication is that in many cultures there is a strong tendency for people to be polite and enthusiastic by giving positive answers even when they know that they aren6t exactly true. An example of this might be when a client asks Dcan 4 have that document ready by -+:,,KE and the printer says DsureOE to be polite" even though he thinks realistically that it might not be ready until -;:,,. The client ends up frustrated" though" when they return at -+:,, to fnd the work unfnished. This sort of communication challenge can lead to a lab manager telling a donor that a proposed proHect is a great idea" even while thinking about some serious implementation problems for the proHect. /olving this sort of communication challenge involves awareness and e!ort on both sides. 4n this example" the lab manager could be positive but also raise some of the problems that will need to be addressed in order to make the proHect successful. 4f the lab manager does not do this" there will likely be a stage later in implementation of the proHect where the donor becomes very upset when they discover a big problem that the lab manager did not warn them aboutO The donor also needs to learn to probe a bit deeper and ask 7uestions that elicit feedback on specifc steps in proHect implementation" and not Hust a yes or no answer. D!9! 6etworking and Seeking and Creating #artnerships #ommunicating e!ectively will help a lab manager make good connections with other lab managers as well as possible proHect donors and partners. This is a gradual process that can result in a very fruitful sharing of ideas and resources if handled professionally. 4f a lab manager sends out desperate sounding emails such as DHelpO #an anyone fx my virus problemKE or D2ur proHect needs funding this week or we will have to close our doorsOE they will likely scare away possible opportunities by demonstrating his or her own poor planning or lack of skill. 2n the other hand" sharing general information about your exciting proHect on an email discussion group" or inviting others working in the same feld to visit your computer proHect and share ideas can result in great opportunities to learn from a group of like:minded individuals. 4f a possible donor has been identifed" it is best to fnd out what kinds of proHects the donor contributes to" what the re7uirements are for donations" and how the application process works before approaching the donor directly. 2nce it is clear that the proHect is a potential candidate for a donation" the manager can initiate communication in a professional and respectful way. 4t is also important for the lab manager to be aware of the di!erence between a donor and a partner. 5onors see their role as giving something Afunds" time and materialsB that a proHect needs" whereas partners instead emphasize their involvement as a part of a Hoint e!ort. %artners will want to know answers to 7uestions such as these: D8hat is the local organization contributing to their new proHectKE" DHow does the local organization plan to make this proHect sustainable once our contribution is exhaustedKE or D8hat is the local organization going to contribute to beneft usKE. A local 55 organization may not immediately think that they can beneft a large international partner" but in fact there are many ways to do so. A local organization has experience Don the groundE with proHect implementation that is 7uite valuable to share with an international partner who is building their own knowledge base. Also many international partners are looking for opportunities for a cross:cultural experience for their volunteers. D!:! Customer Relations Skills (!ective communication and engagement with customers and clients is important for all proHects. 4f the customers do not have a pleasant experience at an 4nternet cafJ" they are less likely to return again. *ost of us have had experiences as customers that have been frustrating and demoralizing. %erhaps it was a sales clerk who chatted on the phone instead of fnishing a sale. %erhaps it was a customer service representative who did not accept the return of a faulty item. 2r perhaps it was the waiter who said that the meal would be ready in -@ minutes" when it actually took ?@ minutes. 4n order to avoid having similar experiences in a computer lab" the manager should do the following: Creet and interact with all clients with enthusiasm #ommunicate clearly with all clients" including letting them know when there are problems that might delay their needs being met Address the needs of clients as 7uickly as possible. This may mean redirecting coworkers from other tasks. 4f the client6s needs cannot be met Aperhaps due to a scheduling conLictB this should be communicated promptly" and arrangements made to meet at an alternate time Apologize respectfully when the needs of the client cannot be met Cive clients an opportunity to voice their concerns or criticisms The catch phrase Dthe customer is always rightE may not always be true" but is still a good reminder of the attitude that should be used when approaching customers and clients. 4f the clients do not feel that their needs are being met and their concerns heard" they are less likely to return. This is important even in non:fee paying educational and community proHects. 4f the lab users stay away because the lab is not meeting their needs" then there is no Hustifcation for continuing the proHectO 4t is important for a computer lab manager to try to turn challenging client interactions into opportunities for the proHect. 4f they give a client an opportunity to o!er feedback" this could result in a good suggestion for improving a proHect. The interaction with the diNcult client might also raise the lab manager6s awareness about a community need that is not being met. The client might then engage with the lab manager about ways to address this need by making changes or additions to the computer lab proHect o!erings. 56 All interactions with customers" clients or other lab users" whether diNcult or not" should be used as opportunities to build momentum and enthusiasm for the computer proHect. The heart of any computer proHect is its community of users. 4f they are excited they will make the lab a vital and successful venture. These users will invite their friends" and suggest new programs. Therefore the computer lab manager should make sure that all users feel welcome and encouraged" and that they all have opportunities to provide input for the proHect. D!;! Assignments/Acti-ities D!;!! %ractice sending and receiving email with your online course instructor and fellow learners. *ake sure that you practice using reply and reply all" and sending attachments. All emails should also be spell checked. D!;!2! 4f you are already a part of a computer proHect" ask a donor or proHect partner about communication. 8hat sort of information do they want to hear and what sort of reports do they want to receiveK How often do they wish to hear from you or your organizationK D!;!*! FeLect on your experiences with a challenging communication situation. 8hen did you feel that your message was not heardK 2r when did cultural di!erences make it diNcult for you to communicate a messageK 5escribe the situation and then what could have been done to improve communication. D!;!.! 4magine that you are the computer lab manager that has Hust experienced the theft of two laptop computers. Mou need to report this theft to the donor of the computers" and you know that the donor will appreciate having this information. However" you are reluctant to report the theft until all of the facts are known" and the police investigations are proceeding very slowly. Mou also are reluctant to communicate bad news. How can you handle this situationK 8hen do you think you should contact the donorK 8hat do you think you should say<writeK D!;!9! 8orkshop Activity: %articipate in a group discussion about the previous 7uestion A-,.=.?B. /ee if the group can come to agreement on the answers to the 7uestions. D!;!:! 8orkshop Activity: %articipate in a role play about a diNcult customer. 'ocus on ways to turn the diNcult interaction into an opportunity to learn or change. D!;!;! 8orkshop Activity: %articipate in a role play between a supervisor and a subordinate worker. The supervisor wants to implement a proHect that the worker has some serious concerns about. However" in their culture it is not appropriate for the subordinate worker to say Dit won6t workE. D!;!B! 8orkshop Activity: %articipate in a role play on seeking a partnership with a C2 working in your area. #onsider the needs of the 57 proHect and e!ective ways to communicate these needs while also portraying enthusiasm for your proHect. Table of #ontents ! ,-erall Assignment/Acti-ities !! Vob 5escription Awareness. The activities below are designed to get computer lab managers who are already employed to consider how they spend their time. !!! 8hat are the tasks that you currently do every dayK 8eekK *onthK TermK MearK 3rainstorm a list of items in each of these categories. !!2! .ook at the list you created in the previous assignment. 4s it the right amount of work to do or are you unable to do all of the tasks as often as you think they need to be doneK 4f you cannot get everything done that you think is a part of your Hob" what solutions do you suggestK !!*! 8hat does your supervisor Aor steering committeeB think that you doK Have a conversation with your supervisor in which you ask him or her to list the tasks as you did in the frst 7uestion Abut don6t let the supervisor see your answers beforehandB. Then compare lists and note any signifcant di!erences. !2! /ustainability for an organization is not Hust about having enough money. 8hat else does your organization Aor another community proHect in your areaB need to think about using up or Dburning outEK 8hat are some good suggestions for how to keep this organization sustained in these areasK !*! 'or any organization it is critically important that the organization6s mission and goals are reLected in the actions of the organization. 4s this the case for your organization Aor another community proHect in your areaBK 4f not" what is something important that you learned from this module that could help make that happenK !.! Having too much work to do is a common problem for many computer lab managers. 5esign an internship or student computer lab monitor proHect in a way that will decrease your Aor another computer lab manager6sB workload in the long run. 8rite a brief description of this proHect idea. How many interns<monitors would be involvedK How many hours a week would they workK 8hat Hobs would they doK How would they be trainedK How would they be supervisedK !9! 8orkshop Activity: Mour instructors will present a scenario of a computer proHect that is having signifcant challenges. 4t has lost momentum and direction" and funding is very scarce. After hearing the scenario" you will be divided into teams to address di!erent aspects of this challenge Alisted belowB. Mour group will come up with a plan to share with the whole class. !9!! How can the proHect set up an a!ordable system for keeping the computer lab clean and in good repairK 58 !9!2! The proHect cannot a!ord an alarm system or an extra security guard. How can they avoid theftsK !9!*! How can the proHect work with the local community to start an exciting" helpful and a!ordable new activityK !9!.! How can the proHect fnd and approach new donorsK !:! 8orkshop Activity: %articipate in a workshop evaluation process. Table of #ontents 2! #lanning Resources 2!! "nitial #lanning= #roEect ,rgani5ation Hughes" /." (ashwar" / and Vennings" 1.(. A(dsB. A+,,?B. Ho# to >et Started and ?eep >oin$@ A >uide to %ommunit" Multimedia %entres. %aris: 9(/#2. Available from http:<<portal.unesco.org<ci<en<ev.php: 9F.U45W++@=IX9F.U52W52UT2%4#X9F.U/(#T42W+,-.html (sterhuysen" A. and Vensen" *. A+,,-B. The %ommunit" Telecentre %ookbook for Africa. 9(/#2. Available from http:<<unesdoc.unesco.org<images<,,-+<,,-+;,<-+;,,?e.pdf. 2!2! Strategic #lanning /trodel" *.(. A+,,;B. Simple Steps to 4fectie +r$ani,ational Plannin$" The Alliance for ew Mork /tate Arts 2rganizations. http:<<www.thealliancenys.org<capacity<articles<*artha%lanningArticle.pdf" accessed 2ctober ;," +,,>. .yddon" V. A->>>B. Mana$ement >uide AB( Strate$ic Plannin$ in Smaller Nonproft +r$ani,ations( 8estern *ichigan /tate 9niversity" http:<<www.wmich.edu<nonproft<Cuide<guide=.htm" accessed 2ctober ;," +,,, 0nieriem" 4. and 8heaton" A. A+,,GB. .ind Cour Da" in Successful .undraisin$( .usaka" $ambia: 1/2. 2rtengren" 0. A+,,;B. The )o$ical .rame#ork Approach E A Summar" of the Theor" Fehind the ).A Method. /wedish 4nternational 5evelopment #ooperation Agency" Available from: www.sida.se<publications Table of #ontents *! Bibliography 59 3ridges.2rg. An.d.B. 30 Habits of Hi$hl" 4fectie I%T54nabled *eelopment Initiaties. Fetrieved 2ctober +I" +,,>" from 3ridges.org: www.bridges.org<-+Uhabits #olle" F. and Foman" F. A+,,;B. A Handbook for Telecenter Stafs. #ornell 9niversity. Available from: http:<<ip.cals.cornell.edu<commdev<handbook.cfm #omputers for $ambian /chools. A+,,=B. Ho# to Make the Most of Cour %omputers. .usaka" $ambia. (sterhuysen" A. and Vensen" *. A+,,-B. The %ommunit" Telecentre %ookbook for Africa. 9(/#2. Available from http:<<unesdoc.unesco.org<images<,,-+<,,-+;,<-+;,,?e.pdf. Hughes" /." (ashwar" / and Vennings" 1.(. A(dsB. A+,,?B. Ho# to >et Started and ?eep >oin$@ A >uide to %ommunit" Multimedia %entres. %aris: 9(/#2. Available from http:<<portal.unesco.org<ci<en<ev.php: 9F.U45W++@=IX9F.U52W52UT2%4#X9F.U/(#T42W+,-.html 0nieriem" 4. and 8heaton" A. A+,,GB. .ind Cour Da" in Successful .undraisin$( .usaka" $ambia: 1/2. *anagement. A+,,>B. 4n Dikipedia( The .ree 4nc"clopedia. Fetrieved 2ctober +;" +,,>" from: www.wikipedia.org 9(/#2 3angkok A+,,?B. Schoolnet Toolkit. 1ancouver: #ommonwealth of .earning. Available from http:<<www.unescobkk.org<en<education<ict<online: resources<e:library<elibrary Telecentre.org. A+,,IB. Trainin$s %ommons Modules. Telecentre Academy. Available from http:<<www.telecentreacademy.org<browse<5etailed<+GI?.html About (ambia #aci<c Trust There are many challenges for schools and community organizations in $ambia to consider when starting or maintaining computer proHects. /ourcing good 7uality computers is Hust the beginning. The organizations also need to consider infrastructure issues" sta! training" computer education curricula" and internet connectivity. $ambia %acifc Trust A$%TB helps institutions address these challenges through advice" training" and a cost:sharing grant process. $%T currently works with fve schools in the .usaka area" but has plans to add other organizations in the future. 'or more information please contact info&zptrust.org. 60 About Geidi 6eJ Heidi e! is a former high school science teacher with -@ years of experience in the classroom. 8hile teaching in /eattle" 8ashington" she used computers extensively as a part of her curriculum. /he also assisted with computer training in $ambian schools as a part of the /eattle Academy $ambia %rogram. *s. e! starting working with $%T in +,,G" assisting their e!orts to support school computer proHects in $ambia. /he is currently a consultant specializing in 4T in (ducation. 'or more information please contact her at heidi.h.he!&gmail.com. 61
Passing Selection Tests For State Institutions: The Complete Guide: Practical Exercises and Strategies in Numerical and Verbal Reasoning, Situational Judgement, Mailboxes, File Processing & Oral Interviews
Practical Course in Project Management: Over 40 Exercises & 1 Real Project developed with all its Templates, to learn and act like a great Project Manager