This course has a simple objective: to help gain appointments with potential clients. In most consultative selling situations clients won't commit to purchases over the telephone. This means setting up a meeting to discuss the options with them face-to-face. But getting 'face time' can be tricky. This practical workshop can help. Participants will acquire essential tools, skills and methods; discuss specific organisational issues; and identify areas for improvement. They will discover how to: Increase their effectiveness through proper preparation Construct attention-grabbing opening statements Help potential clients feel comfortable agreeing to a meeting Develop tactics for responding to difficult excuses and objections Stress the benefits of a face-to-face consultation Develop and enhance their questioning and listening skills Prevent customers cancelling booked appointments 1 Introduction to appointment setting Key trends that have changed the way people buy today - and will buy tomorrow Why many sales people avoid picking up the phone The difference that makes a difference - what makes a good appointment-maker? 2 Before you pick up the telephone It all starts with a plan... Who and what to focus our attention How much research should we undertake and why? Setting primary and secondary objectives 3 Making your approach Key considerations Every call is an opportunity - creating a positive mind-set Using a structured approach Using partnership language 4 Gaining an insight into the customer's needs How to quickly 'tune in' to your customers, so that you can serve them more easily Developing speech patterns that put customers at their ease Using effective questioning and listening skills Finding and building pain points 5 Dealing with excuses and objections Pre-empting potential excuses Developing techniques for responding to client objections Keeping the door open for future contact 6 Securing the appointment Selling the benefits of a consultancy meeting Techniques for avoiding cancelled appointments Gaining commitment 7 Action plans Course summary and presentation of action plans
M&O of engineering plant and services is becoming more important to the success of the core business. To select the right M&O technique for specific plant and equipment it is necessary to know what options are available, what they deliver and how they should be implemented. This course will help you consider options and techniques that provide best value based on that thorough understanding of the business need. M&O will increasingly be required to demonstrate it is delivering the optimum of cost and value and the main purpose of the course is to show how this can be achieved. Note: this is a purely indicative list of topics that can be covered. The content, duration, objectives and material used would all be adapted to match your specific requirements. This course will help you: Determine what the business needs from the M&O service Determine the cost and value of the various M&O options Prepare and present the business case for the selected M&O strategy Introduce meaningful KPIs based on performance-based service by the M&O provider Undertake a review of current M&O and make recommendations for improvement Introduce energy and carbon management performance criteria in M&O Better deal with project risk and uncertainties Motivate others to deliver a reliable and cost effective M&O service Note: this is a purely indicative list of topics that can be covered. The content, duration, objectives and material used would all be adapted to match your specific requirements. 1 What is maintenance and what is operation? - their relative importance to the business 2 Comparison of the various maintenance options and techniques, including: Planned preventative Run to failure Condition monitoring Business focused Business critical Total productive Reliability centred maintenance 3 Forms of contracts and service, including: Comprehensive Input driven Output driven Limited replacement Performance based M&O 4 Selecting the right options and making the business case 5 Continuous commissioning as a tool for delivering best value 6 Case studies
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
All organisations today operate in an environment of constant and rapid change. Managing this change effectively is often achieved through a portfolio of formal projects. Many organisations today have qualified and experienced project management staff to run their projects. Some organisations today have dedicated functions, staff or processes to support their project management teams. The very largest organisations have in-house Enterprise Programme Offices, or project management specialists in corporate audit or risk functions; or organise 'Red Team Reviews' of a project by other staff with project management experience who are not participating in the reviewed project. But for many mid-size businesses and SMEs - and even some larger organisations - these resources are simply not available. For them, having access to external expertise to assure project management disciplines and to coach project managers can be a major contributor to project success. Such reviews can take place at project initiation; at major stage-gates (especially if significant capital is to be committed at the stage-gate); or at any other time if concerns arise concerning project quality, cost or timescales. And it is for those organisations that we offer the necessary expertise, on an ad hoc basis, in reviewing projects and coaching senior project management staff. A document review and workshop led by one of our consultants can help you assess whether: The strategic goals and priorities for the project are clear and being addressed Governance of the project within the business is defined and being effectively executed Project roles and responsibilities are clear and effective The credibility and robustness of the project plan can be enhanced Performance measures and reporting procedures are effective Critical risks are identified and being managed and contingencies are agreed The roles, responsibilities and capabilities of the key players in the project team are fit for purpose Budgets are realistic and costs being managed effectively Communication and change management activities are effectively planned and being executed At your discretion, you can capture the outcomes from the workshop for yourselves, in terms of identifying opportunities for improvement, or you can have our consultant write a report and make recommendations to you.
This programme provides an intensive, one-day overview of the key concepts and techniques of project management. The project management methods presented can be applied to a wide range of projects and the course emphasises both the task and the team-related aspects of project management. The aims of the programme are to: Present the key concepts of project management Provide a structured approach for managing projects Demonstrate tools and techniques for planning and controlling project work Enable participants to apply the techniques to their own projects At the end of the programme, participants will: Recognise the benefits of a structured approach to project work Be able to apply a range of practical tools and techniques to improve their personal effectiveness in project work Have a means of determining the status of current projects and know what actions are needed to ensure success 1 Introduction Why this programme has been developed Review of participants' needs and objectives 2 Key concepts The characteristics of projects and project work The four key phases of a project Essential lessons from past projects Key success factors Achieving success through the 'Team-Action Model' Challenges of the multi-project situation 3 Setting project goals Understanding 'customer' requirements Managing project stakeholders and gaining commitment Using questioning skills to define goals and success criteria Defining and documenting the scope of the project 4 Project planning Defining what has to be done Creating a work breakdown Agreeing roles and responsibilities for the work Developing a programme using networks and bar charts Estimating timescales, costs and resource requirements Planning exercise: participants develop a project plan Identifying and managing project risks Using project planning software Managing and updating the plan 5 Project implementation and control Creating a pro-active monitoring and control process Techniques for monitoring progress Using latest estimates Managing project meetings Resolving problems effectively Managing multiple projects Personal time management 6 Course review and action planning Identify actions Sponsor-led review and discussion of proposals Conclusion
The learning objectives that we believe you require to be covered within the training include: A detailed understanding of the CDM 2015 Regulations and how they should work in practice An understanding of the key roles (Designer, Principal designer, contractor, principal contractor and client) under CDM 2015 What constitutes design and when you may be acting as a designer The requirements for notification Pre construction information, the construction phase plan and the H&S file An opportunity for delegates to ask questions and gain clarification on specific project requirements 1 Introduction Why manage health and safety? The costs of accidents Construction industry statistics Why CDM 2015? 2 Overview of health and safety law and liabilities Criminal and civil law Liability Enforcement and prosecution Compliance - how far do we go? Statutory duties 3 Health and safety law in construction - the current framework Framework of relevant legislationHealth and Safety at Work etc Act 1974Management of Health and Safety at Work Regulations 1999Construction (Design and Management) Regulations 2015Work at Height Regulations 2005 Who is responsible for the risks created by construction work? Shared workplaces/shared responsibilities Control of contractors - importance of contract law 4 CDM 2015 - the principles and current best practice Scope - what is construction? Application - when do the Regulations apply? The CDM management systemDutyholders (client, designer, principal designer, principal contractor, contractor)Documents (pre construction information, Notification, construction phase Plan, H&S File)Management process The 2015 HSE guidance / industry best practice Clarification of roles and responsibilities 5 Competence under CDM 2015 What is 'Competence'? The criteria to be used in construction Achieving continuous improvement 6 Part 4 Construction Health Safety and Welfare Overview of Part 4 Responsibilities Welfare arrangements 7 Risk assessment and the role of the designer Principles of risk assessment Loss prevention / hazard management What is a suitable risk assessment?Design v construction risk assessmentThe client is a designer?Whose risk is it? 8 Risk assessment exercise Understanding the principles of design risk assessment Identifying hazards under the control of clients and designers Quantifying the risk 9 Questions, discussion and review
Mental Health First Aid (MHFAider) is an internationally recognised training course that teaches people how to spot the signs and symptoms of mental ill health and provide help on a first aid basis. We don't teach people to be therapists, but we do teach people how to respond in a crisis, and how to reach out before a crisis happens. The training gives people tools to support themselves and each other, so everyone can talk about mental health and seek help when needed. As an MHFAider you will be able to: Recognise those that may be experiencing poor mental health and provide them with first-level support and early intervention Encourage a person to identify and access sources of professional help and other support Practise active listening and empathy Have a conversation with improved mental health literacy around language and stigma Discuss the role in depth, including boundaries and confidentiality Practise self-care This course is ideal for those who would like to become an MHFAider to: Gain the knowledge and skills to spot signs of people experiencing poor mental health Be confident starting a conversation and signpost a person to appropriate support Alongside the best evidence-based Mental Health First Aid (MHFA) training, MHFAiders are also provided with three-year access to ongoing learning and support through the MHFAider Support App 1 Introduction to MHFAider (3 hours 30 mins) MHFA and the MHFAider role Introduction to the MHFAider Action Plan 'ALGEE' What is Mental Health? Helpful and unhelpful language Undersign our Frame of Reference, understanding how we make sense of the world Understanding stress & the Stress Container 2 Understanding Mental Health (4 hours) What influences mental health? The Mental Health Continuum What is anxiety? What is a traumatic event? Active listening and empathy What are eating disorders? What is self-harm? What is substance misuse? MHFA conversation practice 3 MHFAider in practice (4 hours) Applying ALGEE What is depression? What is suicide? What is psychosis? MHFA conversation practice 4 Next steps (3 hours) Recovery and lived experience Applying ALGEE Boundaries in the MHFAider role MHFA conversation practice Moving forward in the MHFAider role and your MHFA action plan Self-care
It is important for Officers to understand the roles and responsibilities, processes and procedures involved when working with Elected Members. They also need to appreciate the significance of Elected Members as the decision-makers in local government. Officers have a responsibility to work and communicate with Elected Members effectively. This very successful course is designed to help Officers with this. Note: this is very much an indicative outline. The programme is tailored to the needs of each particular organisation. To provide managers with the knowledge and understanding they need to have productive working relationships with Elected Members and provide appropriate support. By the end of the course participants will: Understand the roles, responsibilities, processes and procedures in place for working with Elected Members Be able to identify the best way to approach potentially sensitive issues Understand the skills and behaviours required for working effectively with Members Be able to deploy their influencing skills more successfully Review their learning and have an action plan to take back and implement at work Note: this is very much an indicative outline. The programme is tailored to the needs of each particular organisation. 1 Introduction Welcome and introductions Objectives and programme overview 2 Working in a political environment What is political awareness? Contact and experience with Members Importance of the role of Members 3 Why be an Elected Member? Perceptions of what Elected Members are and do Values of Members and their motivations for doing what they do 4 Political decision-making in local government Current challenges and drivers affecting the organisation / the council Roles and responsibilities of Officers and Members Centrality of Members' strategic role 5 (Option) A day in the life of an Elected Member An Elected Member gives a talk about what they do 6 Having a beneficial relationship between Officers and Members 7 Member / Officer communication Discussion of the formal processes, service procedures, etc (whether enshrined in a protocol, Memorandum of Understanding, etc) Response times and requirements Procedures required by Heads of Service [if appropriate] 8 Influencing styles and strategies Different forms of power and how they impact Developing an appropriate 'influencing style' Exploring strategies for improving communication and influencing at work 9 Review and evaluation Review and evaluation of learning Personal action plans
Successfully closing a sale and negotiating the best outcome for the business is a key skill for all salespeople, and often an area that is overlooked. Investing in this skill will have a positive impact on interactions with customers, both new and existing, and lead to improved sales performance. Whilst understanding how to reach a conclusion with a customer faster means increased efficiency and more time to invest in sourcing new business. We have developed this programme to be practical, fun and interactive. Participants will learn proven techniques for influencing, persuading and negotiating with clients, gain increased confidence and clarity when reviewing contract terms and prices, and understand how to structure and manage sales negotiation and contract review meetings. This course will help participants: Learn a structured and proven approach to the negotiation of contract terms Apply the key principles of negotiation, playing the person and the problem Create a contract negotiation strategy - from opening to close Recognize and put to use proven negotiation tactics and techniques Learn how to embrace conflict positively - to 'say no, then negotiate' Plan and prepare for any commercial negotiation conversations Understand the stages of negotiation and how to move through them 1 Closing and negotiating from a position of personal power The eight steps of a sales or commercial negotiation Ten ways to resist price pressure How to draw on sources of power when you have less authority The six principles of influence and persuasion and how to use them 2 Effective negotiation - planning and theory How to plan and structure your negotiation for a successful and quick conclusion Influence: knowing how to 'push or pull' to win an argument Achieving a BATNA - a range of practical skills and techniques Case study: planning for a client negotiation around contract or price issues 3 Effective closing and negotiation - practice and reality Higher-level questioning techniques to investigate and solve problems Listening to lead - active listening and structuring your conversation The most common 'unforced' negotiation mistakes and errors Case study: setting objectives, sources of value, trading concessions 4 Sales negotiation tactics and playing the game How high - how hard - how soon; why now How to identify hidden or perceived currencies and values How to use these to establish a higher base price Negotiation best-practice checklist and summary
Maximising the relationship and sales potential of each active account is key to the sustainability of any business relying on repeatable custom. In this workshop we start by looking at key techniques for analysing the profitability and development opportunities for different clients before deciding upon the strategy and skills needed for moving the relationship to that of trusted adviser and partner. By understanding and creating the need we can use our influencing skills to harness any sales development potential. By creating the habit of explaining our ideas in a way that also meets the need of the other party we help everybody make the right decisions for them. This course will help participants: Assess the sales profitability and potential of existing key accounts Prioritise where time and energy is directed for maximum profitability Understand the key players in the decision making unit Create a strategic plan for the development of each client target Develop proactive sales consultancy skills Learn advanced communication and influencing techniques 1 What makes an effective account manager? The difference between order taking and account management How do you define a key account in your business? Why should existing customers remain with your company? How do you compare to the competition? 2 How do I prioritise my account management activity? Use practical tools to help you assess revenue potential Analyse the investment required versus the return on your time Create a SWOT analysis on your clients - Strengths, Weaknesses, Opportunities & Threats Appreciate how this knowledge will improve your sales development 3 Planning strategies for each account Create a list of priority accounts and activities Learn how to develop a long-term and sustainable relationship Discover how they make their purchasing decisions Research the make-up of the Decision Making Unit for each client 4 Learning and utilising the six principles of influence Learn the secrets these principles offer sales people Discover how these principles will work for you Create an influencing strategy for influencers within the client Learn new habits of influence 5 Proactive sales skills Plan proactive sales meetings for key accounts Set primary and secondary objectives for every touch point with the customer Structure sales meetings for maximum effectiveness Help the customer commit and achieve their objectives 6 Putting it into practice Discuss real scenarios to plan for putting these skills into practice Share common issues with fellow sales people Create a personal development plan