Procedural Workshops
New to the University or your current position? Want a refresher course in University procedures? Facilitated by staff from the relevant department, the procedural workshops offer you practical, up-to-date information about University procedures. They provide you the information you need to do business at BU.
The workshops are offered twice a year and cover a variety of topics.
The workshops are available to all regular full- and part-time staff, whether new to BU or experienced employees. Keep in mind that procedures sometimes change, so feel free to repeat a workshop to stay current.
Remember, these are popular workshops that fill up quickly, so register as soon as possible.
Our Fall 2011 training series is now underway!
Want a print summary version of our full Fall 2011 Get Trained series click here
Join your colleagues. Learn something new. Enhance your job skills.
View the program descriptions, dates, and locations, and register today!
Procedural Workshops:
PPD06: Training and Supervising Student Employees
- Thursday, October 27, 2011 10:00am - 12:00pm
Presenters
Bethany Sheldon and Rachel Caine, Student Employment Office
Location
Human Resources Training room ( 25 Buick Street, Second Floor )
As a supervisor, working with student employees is a challenge regardless of whether you have supervised employees before. This workshop offers tips and techniques for supervising Work-Study students and other student employees.
What You Will Learn:
How to orient your students
- How to train your student workers
- How to provide positive feedback/reinforcement
- How to address performance issues
Who Should Attend:
- Staff with responsibility for hiring and supervising student staff
- New supervisors are strongly encouraged to attend
PPD10: Cashiering
- Thursday, October 13, 2011 9:00am - 11:00am
Presenters
Jennifer Pereira, Assistant Director, Cashier
Location
Human Resources Training room ( 25 Buick Street, Second Floor )
The Cashier’s Office will discuss the processing of departmental income (cash, checks and credit card payments) and petty cash reimbursements. Other cashier and banking related procedures will also be discussed.
What you will learn:
- To prepare different types of cash credit vouchers.
- To prepare petty cash reimbursement forms.
- To prepare on-campus bank deposits
- Other cashier-related guidelines and procedures.
Who should attend?
- New employee responsible for departmental cash deposits and disbursements.
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PPD16: How to Work with Creative Services
- Wednesday, October 19, 2011 10:00am - 11:00am
Presenters
Amy Hook, Strategic Communications and Pamela Sarian, New Media
Location
Creative Services room Room 247 ( 985 Commonwealth Avenue )
Solve the mystery of how to work with Creative Services! If you’re feeling clueless as to how to get a new project started, how to provide the right information to get a creative piece done, or what you need to tell us so we can get you a cost estimate, then come on down to this workshop and we’ll walk you through becoming a working partner with Creative Services.
PPD21: Completing the Performance Evaluation Form
- Wednesday, October 5, 2011 1:00pm - 4:00pm
Presenters
Avery Walker and Jeanne Domenichella, Human Resources
Location
Human Resources Training room ( 25 Buick Street, Second Floor )
In this workshop the performance evaluation forms will be reviewed in detail including discussion on goals and accomplishments, performance factors, job descriptions, and areas of development and improvement. Information on how to complete the forms, how to best summarize an employee’s performance and how to write effective and accurate performance summaries will be covered. This program is for exempt/supervisory staff.
What You Will Learn:
- The specifics of the two performance evaluation forms
- How to best use the performance categories
- How to write specific and accurate goal and accomplishment statements
- How to best summarize an employee’s total performance
- How to establish motivating and fulfilling goal statements
Who should attend:
- Supervisors responsible for evaluating staff’s performance
- Supervisors who will have responsibility for completing the performance evaluation forms
- Supervisors who want to improve their ability in writing effective evaluations
Based on the content, this program is being offered to Charles River Employees only.
PPD22: Conducting an Effective Performance Evaluation Meeting
- Wednesday, October 12, 2011 1:00pm - 4:00pm
Presenters
Avery Walker and Jeanne Domenichella, Human Resources
Location
Human Resources Training room ( 25 Buick Street, Second Floor )
Providing feedback to employees about their performance is a daily function of all supervisors. With the performance management program in place, supervisors will be conducting an annual performance evaluation meeting with all of their exempt and non-exempt staff; this workshop will provide supervisors with practical information on how to best prepare for it and how to conduct an effective and productive meeting for both the employee and the supervisor. This program is for exempt/supervisory staff.
What You Will Learn:
- How to prepare for the performance meeting
- The major areas to be covered in a meeting
- How to set the agenda and stay on task during the meeting
- How to address positive performance to encourage continued success
- How to address problematic and challenging issues in an effective and productive manner
- How to listen and encourage feedback during a meeting
- How to discuss objectives and goals for the to encourage and motivate staff
Who Should Attend:
- Supervisors responsible for evaluating staff’s performance
- Supervisors who will have responsibility for conducting performance meetings
- Supervisors who want to improve their communication skills
Based on the content, this program is being offered to Charles River Campus employees only.
PPD22M: Conducting an Effective Performance Evaluation Meeting
- Tuesday, October 18, 2011 1:00pm - 4:00pm
Presenters
Alison Gray, Human Resources
Location
BU Medical Campus room HR Training Room ( Crosstown Building at 801 Mass Ave )
Providing employees with performance feedback is a daily function of all supervisors. With the performance management program in place, supervisors will be conducting an annual performance evaluation meeting with all of their exempt and non-exempt staff. This workshop gives supervisors practical tips on how to best prepare for and conduct an effective and productive meeting for both the employee and the supervisor. This program is for exempt/supervisory staff.
What You Will Learn:
How to prepare for the performance meeting
The major areas to be covered in a meeting
How to set the agenda and stay on task during the meeting
How to address positive performance to encourage continued success
How to address problematic and challenging issues in an effective and productive manner
How to listen and encourage feedback during a meeting
How to discuss objectives and goals for the to encourage and motivate staff
Who Should Attend:
Supervisors responsible for evaluating staff’s performance
Supervisors who will have responsibility for conducting performance meetings
Supervisors who want to improve their communication skills
Based on the content, this program is being offered to Medical Campus employees only.
PPD28: The University Service Center: Your Resource When Assisting Undergraduate Students
- Thursday, November 17, 2011 10:00am - 12:00pm
Presenters
Phil Dardeno, University Service Center
Location
Human Resources Training room ( 25 Buick Street, Second Floor )
Designed to ensure that there’s always a place for students to go for help at Boston University, the University Service Center (USC) is an excellent resource for faculty and staff who are working to assist students. In this workshop you’ll learn about the USC’s services and the ways in which we can assist students and the faculty and staff who work with them.
What You Will Learn:
The range of services provided by the USC When you or your office might call upon the USC for assistance with a student concern; when to refer students to the USC Policies and procedures surrounding leaves of absence and withdrawal from the University, including the tuition refund schedule, and related financial aid, student account, housing, and other implications
Who Should Attend:
Faculty and staff who have worked with the USC, but would like a better understanding of the scope of services offered Faculty and staff who would work regularly with students and want to know more about where to refer them for help Faculty and staff working with students who may wish to take a leave of absence Graduate staff who handle leaves and withdrawals and or exception requests to the tuition refund policy.
PPD45: Family Educational Rights and Privacy Act (FERPA): an Overview
- Monday, October 3, 2011 11:30am - 12:30pm
Presenters
Richard Rook, Office of the Registrar
Location
Human Resources Training room ( 25 Buick Street, Second Floor )
This workshop will present an overview of the federal law (FERPA) that regulates the release of, and access to, student information at Boston University.
What you will learn:
Who should have access to student information?
Does a student have the right to access his/her own information?
What student information can I communicate to other? What is Directory Information?
Can I communicate with Parents? What is the ‘new’ BU policy?
….with student consent? without student consent?
Who should attend:
Faculty and staff who have access to student information and interact with students, parents, other departments and the general public.
PPD47: The BU Brand 101
- Wednesday, October 5, 2011 10:00am - 11:00am
Presenters
Amy Hook, Strategic Communications and Amy Schottenfels, Print Design
Location
Creative Services room Room 247 ( 985 Commonwealth Avenue )
Did you know that BU has a new brand initiative? Did you know it’s been rolling out over the last two years? If you want to know even more, this is the workshop for you. We’ll explain the history and reasoning, and even how to work with it. We’ll play ‘stump the chumps’ with brand questions you might not know how to answer. Learn how to help differentiate BU from other schools using our brand voice. Experience the brand’s potential so future students, alumni, and staff can too!
Miscellaneous Receivable
- Tuesday, October 18, 2011 9:00am - 11:00am
Presenters
Lisa Wong, Director Ad-Interim, Miscellaneous Receivables/Cashier
Location
Human Resources Training room ( 25 Buick Street, Second Floor )
- Tuesday, November 15, 2011 9:00am - 11:00am
Presenters
Lisa Wong, Director Ad-Interim, Miscellaneous Receivables/Cashier
Location
Human Resources Training room ( 25 Buick Street, Second Floor )
Miscellaneous Receivables will discuss the process of invoicing for services and sales provided by Boston University departments to other organizations, companies and individuals.
What you will learn:
- To create an invoice.
- To display an invoice.
- To search for a customer.
- Other Account Receivables related guidelines and procedures.
Who should attend?
- BU employees who require invoicing to external vendors.
How to Order University Stationery
- Thursday, October 6, 2011 10:00am - 11:00am
Presenters
Trish Reed and Ryan Agate, Creative Services
Location
Creative Services room Room 247 ( 985 Commonwealth Avenue )
Could you use new business cards? Does your department need to send a letter printed on your own, personalized Boston University-branded letterhead? Is your school having an event at which custom name badges would be helpful? Look no further than the Boston University Print Center! This interactive workshop will show you how to make the most of our comprehensive, online ordering system. You will be given a guided tour of the system and learn how to order all your stationery online. With everything from business cards and letterhead to envelopes and pocket folders, we will help you to fully utilize this easy-to-use system.
What you will learn:
What products BU Print Center has to offer The benefits of ordering stationery online How to place orders for yourself and other staff How to navigate this easy-to-use system How to place a custom stationery order if the item you are looking for is not available online
Who should attend:
BU staff responsible for purchasing stationery, as well as any BU staff interested in learning more about our online ordering capabilities.