This is not a single course but a set of menu options from which you can 'pick and mix' to create a draft programme yourself, as a discussion document which we can then fine-tune with you. For a day's training course, simply consider your objectives, select six hours' worth of modules and let us do the fine-tuning so that you get the best possible training result. Consider your objectives carefully for maximum benefit from the course. Is the training for new or experienced credit control staff? Are there specific issues to be addressed within your particular sector (eg, housing, education, utilities, etc)? Do your staff need to know more about the legal issues? Or would a practical demonstration of effective telephone tactics be more useful to them? Menu Rather than a generic course outline, the expert trainer has prepared a training 'menu' from which you can select those topics of most relevance to your organisation. We can then work with you to tailor a programme that will meet your specific objectives. Advanced credit control skills for supervisors - 1â2 day Basic legal overview: do's and don'ts of debt recovery - 2 hours Body language in the credit and debt sphere - 1â2 day County Court suing and enforcement - 1â2 day Credit checking and assessment - 1 hour Customer visits and 'face to face' debt recovery skills - 1â2 day Data Protection Act explained - 1â2 day Dealing with 'Caring Agencies' and third parties - 1 hour Debt counselling skills - 2 hours Elementary credit control skills for new staff - 1â2 day Granting credit and collecting debt in Europe - 1â2 day Identifying debtors by 'type' to handle them accurately - 1 hour Insolvency: Understanding bankruptcy / receivership / administration / winding-up / liquidation / CVAs and IVAs - 2 hours Late Payment of Commercial Debts Interest Act explained - 2 hours Liaison with sales and other departments for maximum credit effectiveness - 1 hour Suing in Scottish Courts (Small Claims and Summary Cause) - 1â2 day Telephone techniques for successful debt collection - 11â2 hours Terms and conditions of business with regard to credit and debt - 2 hours Tracing 'gone away' debtors (both corporate and individual) - 11â2 hours What to do if you/your organisation are sued - 1â2 day Other topics you might wish to consider could include: Assessment of new customers as debtor risks Attachment of Earnings Orders Bailiffs and how to make them work for you Benefit overpayments and how to recover them Cash flow problems (business) Charging Orders over property/assets Credit policy: how to write one Council and Local Authority debt recovery Consumer Credit Act debt issues Using debt collection agencies Director's or personal guarantees Domestic debt collection by telephone Exports (world-wide) and payment for Emergency debt recovery measures Education Sector debt recovery Forms used in credit control Factoring of sales invoices Finance Sector debt recovery needs Third Party Debt Orders (Enforcement) Government departments (collection from) Harassment (what it is - and what it is not) Health sector debt recovery skills Hardship (members of the public) Insolvency and the Insolvency Act In-house collection agency (how to set up) Instalments: getting offers which are kept Judgment (explanation of types) Keeping customers while collecting the debt Late payment penalties and sanctions Letter writing for debt recovery Major companies as debtors Members of the public as debtors Monitoring of major debtors and risks Negotiation skills for debt recovery Old debts and how to collect them Out of hours telephone calls and visits Office of Fair Trading and collections Oral Examination (Enforcement) Pro-active telephone collection Parents of young debtors Partnerships as debtors Positive language in debt recovery Pre-litigation checking skills Power listening skills Questions to solicit information Retention of title and 'Romalpa' clauses Sale of Goods Act explained Salesmen and debt recovery Sheriffs to enforce your judgment Students as debtors Statutory demands for payment Small companies (collection from) Sundry debts (collection of) Terms and Conditions of Contract Tracing 'gone away' debtors The telephone bureau and credit control Taking away reasons not to pay Train the trainer skills Utility collection needs Visits for collection and recovery Warrant of execution (enforcement)
Workplace Mediation
This course is very much a discussion, so be prepared to present and critically analyse your own and class mates work. You will also need to bring a few examples of work you have done in the past. Learning and applying best practice visualisation principles will improve effective discussions amongst decision makers throughout your organisation. As a result more end-users of your dashboards will be able to make better decisions, more quickly. This 2 Day training course is aimed at analysts with good working knowledge of BI tools (we use Tableau to present, but attendees can use their own software such as Power BI or Qlik Sense). It is a great preparation for taking advanced certifications, such as Tableau Certified Professional. Contact us to discuss the Visual Analytics Best Practice course Email us if you are interested in an on-site course, or would be interested in different dates and locations This Tableau Desktop training intermediate course is designed for the professional who has a solid foundation with Tableau and is looking to take it to the next level. Attendees should have a good understanding of the fundamental concepts of building Tableau worksheets and dashboards typically achieved from having attended our Tableau Desktop Foundation Course. At the end of this course you will be able to communicate insights more effectively, enabling your organisation to make better decisions, quickly. The Tableau Desktop Analyst training course is aimed at people who are used to working with MS Excel or other Business Intelligence tools and who have preferably been using Tableau already for basic reporting. The course includes the following topics: WHAT IS VISUAL ANALYSIS? Visual Analytics Visual Analytics Process Advantages of Visual Analysis Exercise: Interpreting Visualisations HOW DO WE PROCESS VISUAL INFORMATION? Memory and Processing Types Exercise: Identifying Types of Processing Cognitive Load Exercise: Analysing Cognitive Load Focus and Guide the Viewer Remove Visual Distractions Organise Information into Chunks Design for Proximity Exercise: Reducing Cognitive Load SENSORY MEMORY Pre-attentive Attributes Quantitatively-Perceived Attributes Categorically-Perceived Attributes Exercise: Analysing Pre-attentive Attributes Form & Attributes Exercise: Using Form Effectively Colour & Attributes Exercise: Using Colour Effectively Position & Attributes Exercise: Using Position Effectively ENSURING VISUAL INTEGRITY Informing without Misleading Gestalt Principles Visual Area Axis & Scale Colour Detail Exercise: Informing without Misleading CHOOSING THE RIGHT VISUALISATION Comparing and Ranking Categories Comparing Measures Comparing Parts to Whole Viewing Data Over Time Charts Types for Mapping Viewing Correlation Viewing Distributions Viewing Specific Values DASHBOARDS AND STORIES Exercise: Picking the Chart Type Exercise: Brainstorming Visual Best Practice Development Process for Dashboards and Stories Plan the Visualisation Create the Visualisation Test the Visualisation Exercise: Designing Dashboards and Stories This training course includes over 20 hands-on exercises to help participants “learn by doing” and to assist group discussions around real-life use cases. Each attendee receives an extensive training manual which covers the theory, practical applications and use cases, exercises and solutions together with a USB with all the materials required for the training. The course starts at 09:30 on the first day and ends at 17:00. On the second day the course starts at 09:00 and ends at 17:00. Students must bring their own laptop with an active version of Tableau Desktop 10.5 (or later) pre-installed. What People Are Saying About This Course "Steve was willing to address questions arising from his content in a full and understandable way"Lisa L. "Really enjoyed the course and feel the subject and the way it was taught was very close to my needs"James G. "The course tutor Steve was incredibly helpful and taught the information very well while making the two days very enjoyable."Bradd P. "The host and his courses will give you the tools and confidence that you need to be comfortable with Tableau."Jack S. "Steve was fantastic with his knowledge and knowhow about the product. Where possible he made sure you could put demonstrations in to working practice, to give the audience a clear understanding."Tim H. "This was a very interesting and helpful course, which will definitely help me produce smarter, cleaner visualisations that will deliver more data-driven insights within our business."Richard A. "Steve is very open to questions and will go out of his way to answer any query. Thank you"Wasif N. "Steve was willing to address questions arising from his content in a full and understandable way"Lisa L. "Really enjoyed the course and feel the subject and the way it was taught was very close to my needs"James G.
The CIEH Introductory Certificate in Occupational Health and Safety provides an awareness of key health and safety issues, and the part that staff should play in keeping themselves and others free from harm at work. This course will give you a basic background in, and understanding of, general health and safety practices and the control measures required to reduce risks in the workplace.
If you're looking for a short, sharp high-impact intervention that will help motivate and inspire your sales team then a 'bite-sized' session could be just what you're looking for. We have a range of sessions that can be delivered on an 'off-the-shelf' basis, or they can be tailored to your specific requirements or, of course, we can develop something specifically for you on an entirely bespoke basis. And the length of the session is entirely up to you - 45-minutes, an hour, a half-day - whatever you prefer. Sessions can be run for small groups as part of your regular team meetings or they can be delivered for larger audiences, conference-style - the choice is yours. The session outlines below are just to give you an idea of the possibilities. If one of them whets your appetite please just give us a call on 01582 463463 to talk through what we can do for you - we're here to help!
This workshop-based bite-size will provide space to explore some practical tools and ideas on how to be more resilient when faced with challenging and tough situations. There is an opportunity to do a self assessment and bring it to the day as a means to identify areas to work on and begin to master skills that will enhance resilient thinking. There will be time to explore what resilience is and understand the range of practical tools and techniques available that can be used beyond the workshop itself. By the end of the workshop participants will be able to: Discuss and evaluate their personal strengths and areas for development in being more resilient at work Understand what resilience involves and how to identify and challenge their own beliefs that undermine resilience Understand the four aspects of resilience - confidence, adaptability, building support and maintaining a clear perspective Understand how to use resiliency tools to help to cope better with the challenge of change Review and evaluate their learning and have an action plan to take back and implement in the workplace 1 Welcome, introductions and objectives Breaking the ice 2 Identifying current challenges in relation to work How we handle these challenges 3 Defining resilience and how and why it helps our personal effectiveness and thinking 4 Resilience skills and how to develop them 5 Learning a resilience tool that promotes new ways of thinking / working 6 Review and evaluation of learning Action planning
Agility has become a prized business attribute. Although Agile methods were once most associated with software development, they are now applied in a host of different areas. Agile continues to find new applications because it is primarily an attitude. This programme delivers a solid grounding in both the Agile mindset and Agile methods. It covers three methods, illustrates the benefits of each and shows how they can be integrated. It includes practical techniques as well as background knowledge. By the end of the session, participants will be able to: Apply Agile concepts to self-manage their work Understand the roles people take on in Agile teams Use a variety of techniques to help deliver customer satisfaction Focus on delivering against priorities Employ a range of estimating techniques 1 Introduction Overview of the programme Review of participants' needs and objectives 2 The basics of Agile What makes Agile different Agile Manifesto and Principles Using feedback to deliver what is needed 3 Agile teams Multi-disciplinary teams Team size and empowerment Agile values 4 Agile at the team level - Scrum Scrum roles Scrum 'events' Scrum 'artifacts' 5 Agile for teams juggling multiple demands - Kanban Taking control of the work Improving throughput Dealing with bottlenecks 6 Agile in projects - AgilePM The phases of an Agile project Managing change requests Delivering on time 7 Estimating T-shirt / Pebble sizing Yesterday's weather Planning poker 8 Pick 'n' mix - some useful techniques The daily stand-up User stories Retrospectives Work-in-process limits Burndown charts Minimum viable product A / B testing 9 Review and action planning Identify actions to be implemented individually Conclusion
This training day will help managers explore what they need to do to create a motivating environment at work and learn some theory, tools and ideas to inspire motivation at individual and team level. Motivation is a key factor in effective people management and successful team performance. It involves engaging and inspiring your people and developing them in such ways as to improve their effectiveness and thus have a greater benefit to customers. It can also involve having tough conversations with those who do not seem to be motivated. By the end of the workshop participants will be able to: Identify key motivating factors at work and learn and create ideas to better engage staff Learn a conversation tool to use for challenging discussions Explain their role in motivating staff and understand a range of techniques and approaches to use in the workplace Review learning and have an action plan to take back and implement at work 1 Welcome, housekeeping, objectives Breaking the ice Setting personal objectives 2 Group work: identifying personal motivators and where they come from 3 Defining motivation The characteristics of a motivated team Input and group discussion 4 Factors impacting on motivation at work Using pre-work to identify challenges, hotspots and obstacles Feedback in plenary Exploring the benefits of motivation that address current challenges and agreeing outcomes for change 5 Commitment vs. compliance - organisational engagement and the manager's approach to buy in 6 Team challenge task using a theory about motivation Trainer input and review in plenary 7 Group task - complete a plan for individuals identified in pre-workshop task 8 Skill / will - a motivation tool: trainer input, followed by tasks that are assessed and discussed in peer groups 1-2-1 feedback task on approaches and plans to be taken back and used at work Feedback and plenary review 9 DEAL - a conversation tool: how to construct a conversation plan about motivation with an individual Peer professional 1-2-1s to practice the discussion planned and gain feedback 10 Review, evaluation and action planning
The aim of this course is to expose the commercial context within which technical work is carried out. It is to allow technical staff to understand how they fit into a larger picture, why they may be asked to undertake tasks that may not appear to be technical and the impact their interactions have within the commercial context. The scope of the programme includes: The course emphasises the collaborative nature of delivery and the need to offer value to customers. The principal training objectives for this programme are to help participants: Understand why technical roles are broader than we might assume Appreciate the importance of, and the need to support, sales Value the idea of 'Good Enough' Recognise what can affect profitability Realise the future needs protecting 1 Introduction (Course sponsor) Why this programme has been developed Review of participants' needs and objectives 2 That's not my job! How we see our own role in work How other people see our role Stakeholders: who are they and why do they matter? The organisational backdrop What is my role really? 3 Sales and marketing Where does the money come from? Where do we find customers? The sales process One-off sales versus repeat business Customer/supplier relationships What something costs versus what the customer will pay The value chain 4 Estimating Purpose of estimates The problem with precision Five estimating techniques 5 Change control Can you just do this for me? When being helpful leads to bankruptcy How to deal with change requests 6 Risk management Risk in projects Risk in operations Categories of risk 7 The value of intellectual property Issues with sharing information Commercial in confidence Non-disclosure agreements 8 Course review and action planning (Course sponsor present) Identify actions to be implemented individually What actions should be implemented to improve working with non-technical people? Conclusion
This one-day introduction workshop is intended for users who need to get to grips with the essentials of Microsoft Outlook. It will provide you with the basic skills you need to effectively start using Outlook to manage your emails, calendar, contacts, tasks and notes. This course will help participants: Send messages with added email options applied Quickly file messages away for safe keeping Manage messages and attachments Organise calendar meetings and check other people's schedules Respond to a meeting request Create a contacts list Manage daily tasks Use reading and folder panes Create and manage folders Use auto reply Use notes Utilise Outlook's printing functionality 1 Getting started Using the reading pane Using the folder pane Changing inbox views Managing the to-do bar 2 Emailing messages Replying to and forwarding messages Adding message options Attaching files to an email message Opening and saving attachments 3 Outlook folders Creating and managing folders Moving messages into folders Adding folders to favourites Using search folder Always moving messages in conversation Automatically move messages with rules 4 Managing messages Using instant search Finding messages by criteria Grouping and sorting messages Categorising messages Adding message follow up flags Filtering messages with the people pane 5 Using auto reply Replying to messages whilst you are away Managing auto reply settings Applying rules to auto reply 6 Outlook calendars Adding and editing appointments Adding calendar reminders Moving and copying appointments Creating all day events Recurring appointments Sharing your calendar Opening another user's calendar 7 Planning a meeting Arranging meetings Inviting attendees to meetings Responding to meeting invites 8 Outlook contacts Creating and editing a contact Saving emails as contacts Finding contacts Sending messages to contacts Creating contact groups 9 Adding tasks Creating and editing tasks Completing tasks Assigning a task to another user Responding to a task request 10 Notes Creating and editing tasks Emailing notes Sticking notes on your desktop 11 Printing Printing messages Printing calendars Printing contacts