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University of OCERS Curriculum Overview

CORE – This Collection of curricula is intended to help new and existing employees to understand the foundation of OCERS’ History, Culture, Mission, Vision, and Values. This CORE section is what every Team Member should know. It is the foundation that serves our commitment to superior service.NEO and University of OCERS CORE curriculum outline

100 The History of OCERS – This virtual course is a 30-minute read that will cover how OCERS came to be. You will discover the history of the relationship between OCERS and The County of Orange. There will be a review quiz that follows in eureka. (eureka – U of O)100A OCERS’ Relationship to the County of Orange – This virtual reading passage will help you to understand the early beginnings of OCERS and how the passage of AB1992 on June 27, 2002 made OCERS an independent district. (eureka – U of O)101 OCERS Board of Retirement – In this 30 - 60 minute virtual reading section, you will gain a deeper understanding of who the OCERS Board of Retirees are and how they play an essential role for OCERS members. (eureka – U of O)102 OCERS Mission Vision and Values – This 20-minute virtual reading section will define OCERS vernacular used to describe how Team Members can actively uphold OCERS’ commitment to Superior Service to members. (eureka – U of O)103 OCERS Business Plan – This 30-minute virtual reading module outlines the goals and objectives that guide the organization. (eureka – U of O)

104 What We Do – A brief video segment to provide an overview of HOW our defined benefit plan is calculated. (eureka – U of O)104A OCERS By The Numbers – A 40-minute virtual version of the latest OCERS Annual Report. This report provides a wealth of information about OCERS, including the retirement demographics, retirement benefits, and funded status. (eureka – U of O)104B Our Participating Employers – A 15-minute virtual interactive module that will introduce our Participating Employers and quiz you on them at the end. (eureka – U of O)105 One Team Serves All – This 25- minute reading module has an organizational chart to help demonstrate how our two working groups: County of Orange & OCERS Direct partner to serve our Members in a multitude of ways. (eureka – U of O)106 OCERS Leadership – A virtual overview of OCERS’ Board of Retirement and Organizational Leadership. You will read a brief introduction about our leaders and their unique role in service. (eureka –U of O)106A Our Team and Departments – An extended view of leaders and the six departments of OCERS.

107 Tools and Resources – A 30-minute read with a complete guide and list of things to help you in the daily life of OCERS. You will learn about different resources and how to access them on the platforms where they are hosted. You will learn how to access: SharePoint, Payroll hub, EAP (Employee Assistance Program), County Calendar, Paid Time Off, eureka, UPP (University Paid Partnerships), and The Team Member Directory (Phone list). (eureka – U of O)107A OCERS Floor Plan – An illustrated diagram of all three floors in the OCERS building, where you can find people and places. (eureka – U of O)108 What You Need to Know – In this virtual module, you will find several sections to help you through useful information such as: Active Shooter, Sunshine Laws (Brown Act, PRA). (eureka – U of O)108A What You Need to Know about our Workforce – This 4-hour virtual module helps to foster the culture of OCERS. Knowing about things like Harassment Prevention, Diversity-Equity & Inclusion, and Code of Ethics help to procure best business practices and relations. (eureka – U of O)109 OCERS Culture – This 15-minute virtual read is a helpful outline of what is practiced and learned by OCERS Team Members in order to establish rules of engagement and steps for success in business relations that promote an inclusive workforce.(eureka – U of O)

IMPACT – This Collection of curricula is intended to help new and existing employees that are new to; or aspiring to be in supervisory and leadership roles. This section takes the basic framework of OCERS’ foundational principles and builds upon the technical and soft skill competencies.NEO and University of OCERS IMPACT curriculum outline

200 Know your Role in Collaboration – It can be difficult to find your place when collaborating with others. Identify four questions you can ask yourself to clarify your role in any collaborationA brief 5-minute video and answer exercise. (eureka – U of O)201 Ask Questions – When you're new to a role, you're going to have questions. Ask them the right way, so that you get answers that help you perform your best. A brief 5-minute video and answer exercise. (eureka – U of O)202 Developing Emotional Intelligence – Developing emotional intelligence is a key to successful leadership. Leaders with a strong mixture of emotional awareness, self-management, and social skills can relate better to those around them. Emotionally intelligent leaders navigate relationships more effectively and are more likely to be successful in their personal and professional lives. This course provides an understanding of why emotionally intelligent leadership is important. It also provides practical, positive techniques for promoting and improving emotional intelligence as a leader within your business environment. A 30-minute video and answer exercise. (eureka – U of O)203 Persevering at Work - A video lesson meant to teach you how perseverance can drive achievement and increase personal fulfillment. While learning key terms like stickability, grit, and pivot, the viewer will understand the importance of persevering through struggles during one’s career. This is because that hard work will lead to a better understanding of what one is capable of and what makes one happy. A 30-minute video and answer exercise. (eureka – U of O)

204 Transitions Guide Tool Kit – This self-paced guide provides tools and resources for any leader transitioning to a new role. Resources focus on transitions related to the business, leadership, and your team. Additional resources for individuals transitioning from peer to boss or first-time supervisors are also included. (eureka – U of O) 205 Managing Role Transitions Video – A 2-minute video. Transitions matter! How you manage them impacts the exiting employee as well as the team. Get a jump start by watching this video that highlights the importance of and resources available for managing role transitions (eureka – U of O)206 Knowledge Sharing Tips for Leaders – This quick reference guide gives structure for long-planned transitions that seem to happen quickly. Follow these tips to effectively manage role transitions in a way that supports the exiting employee, sets your team up for success, and ensures service continuity. (eureka – U of O)206 A Knowledge Sharing Tips for Leaders TOOL KIT - Explore this 15-minute Knowledge Sharing Toolkit for additional information on tools and resources, as well as other strategies to support knowledge sharing. Highlights include knowledge-sharing practices during transitions, onboarding, and with in-tact teams. (eureka – U of O)

206 B (1-4) Knowledge Sharing Tips for Leaders WORKSHEETS – This 30 to 60 minute worksheet has benefits before you transition any information. Use these worksheets (1 - 4) to reflect on your role & responsibility. Identify your current responsibilities and highlight must-haves and nice-to-have responsibilities. This is the first step to help you prioritize which information is critical to share during transitions. (eureka – U of O) 207 Build Resilience by Seeking New Experiences – This 10-minute video and quiz exercise is intended to grow your resilience, and deliberately place you in uncomfortable or difficult situations. Enter an uncomfortable situation that will help you build your resilience. (eureka – U of O)208 Access Your Open-Mindedness – This 15-minute video and quiz exercise is to highlight that Self-awareness is a major aspect of being open-minded at work. Explore three questions you can ask yourself to make sure you’re being open-minded. (eureka – U of O)209 Make Work More Purposeful – This 15-minute video and quiz exercise helps you to study the overlap between your work responsibilities and the activities which provide meaning in your life. (eureka – U of O)210 Manage Self-Talk to be more Resilient – This 15-minute video and quiz exercise helps to explain how self-talk plays an important role in our development as people. Talk to yourself correctly about challenges.(eureka – U of O)

211 Own Up to Your Mistakes Responsibly – This 3-minute video helps leaders with the ins and outs of interacting with their team, including contributing to meetings, asking questions of colleagues, and managing their commitments. (eureka – U of O)212 Lean Six Sigma Principles – GREEN BELT – This 7-hour virtual course with video and quiz exercises helps leaders to gain a solid foundation in the methodology, principles and tools of Lean Six Sigma.