Overview Internal auditing is an independent and objective activity to evaluate an organisation's internal operations. You'll learn how to initiate an audit, prepare and conduct audit activities, compile and distribute audit reports and complete follow-up activities. It is very important for the organisation to have a smooth flow of accounting as it plays a very important role in the development of the organisation. Financial Managers or any person who deals with Accounts need to see that the company accounts are very updated and are free from any risks that can become a problem during the time of Auditing. Objectives By the end of the course, participants will be able to: Efficiently dealing with senior leaders with confidence Effective Contribution and Strategically Analysing and Auditing towards business success Analysing and Evaluating as an effective internal audit leader How to manage key relationships with the audit committee Practical methods for managing the audit committee and senior management Describing the significance to help maximize the contribution to their organization
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This Tableau Desktop Training course is a jumpstart to getting report writers and analysts with little or no previous knowledge to being productive. It covers everything from connecting to data, through to creating interactive dashboards with a range of visualisations in two days of your time. For Private options, online or in-person, please send us details of your requirements: This Tableau Desktop Training course is a jumpstart to getting report writers and analysts with little or no previous knowledge to being productive. It covers everything from connecting to data, through to creating interactive dashboards with a range of visualisations in two days of your time. Having a quick turnaround from starting to use Tableau, to getting real, actionable insights means that you get a swift return on your investment of time and money. This accelerated approach is key to getting engagement from within your organisation so everyone can immediately see and feel the impact of the data and insights you create. This course is aimed at someone who has not used Tableau in earnest and may be in a functional role, eg. in sales, marketing, finance, operations, business intelligence etc. The course is split into 3 phases and 9 modules: PHASE 1: GET READY MODULE 1: LAUNCH TABLEAU Check Install & Setup Why is Visual Analytics Important MODULE 2: GET FAMILIAR What is possible How does Tableau deal with data Know your way around How do we format charts Dashboard Basics – My First Dashboard MODULE 3: DATA DISCOVERY Connecting to and setting up data in Tableau How Do I Explore my Data – Filters & Sorting How Do I Structure my Data – Groups & Hierarchies, Visual Groups How Tableau Deals with Dates – Using Discrete and Continuous Dates, Custom Dates Phase 2: GET SET MODULE 4: MAKE CALCULATIONS How Do I Create Calculated Fields & Why MODULE 5: MAKE CHARTS Charts that Compare Multiple Measures – Measure Names and Measure Values, Shared Axis Charts, Dual Axis Charts, Scatter Plots Showing Relational & Proportional Data – Pie Charts, Donut Charts, Tree Maps MODULE 6: MAKE TABLES Creating Tables – Creating Tables, Highlight Tables, Heat Maps Phase 3: GO MODULE 7: ADD CONTEXT Reference Lines and Bands MODULE 8: MAKE MAPS Answering Spatial Questions – Mapping, Creating a Choropleth (Filled) Map MODULE 9: MAKE DASHBOARDS Using the Dashboard Interface Dashboard Actions This training course includes over 25 hands-on exercises and quizzes to help participants “learn by doing” and to assist group discussions around real-life use cases. Each attendee receives a login to our extensive training portal which covers the theory, practical applications and use cases, exercises, solutions and quizzes in both written and video format. Students must use their own laptop with an active version of Tableau Desktop 2018.2 (or later) pre-installed. What People Are Saying About This Course “Excellent Trainer – knows his stuff, has done it all in the real world, not just the class room.”Richard L., Intelliflo “Tableau is a complicated and powerful tool. After taking this course, I am confident in what I can do, and how it can help improve my work.”Trevor B., Morrison Utility Services “I would highly recommend this course for Tableau beginners, really easy to follow and keep up with as you are hands on during the course. Trainer really helpful too.”Chelsey H., QVC “He is a natural trainer, patient and very good at explaining in simple terms. He has an excellent knowledge base of the system and an obvious enthusiasm for Tableau, data analysis and the best way to convey results. We had been having difficulties in the business in building financial reports from a data cube and he had solutions for these which have proved to be very useful.”Matthew H., ISS Group
Throughout this training we look at: Involving your team in establishing a vision Why and how distributing leadership can acheive your vision and motivate your team? Gives you a creative, fun and engaging approach to keep your vision alive, by incorporating Realising the Ambition into it.
Agile project management, already widely used for software development, is increasingly recognised as having much more general application. Continuous improvement programmes, business change projects, new technology development, research and development and a variety of other scenarios characterised by rapid change and high uncertainty can all benefit from an Agile approach. This programme presents the concepts and methods of Agile project management, and shows how to apply them to a range of project and change management situations. Participants will learn: how Agile project management can help with project and change management the 4 values and 12 principles of the Agile 'manifesto' and the range of Agile methodologies how to apply Agile project management methods and techniques in a range of project scenarios alternative Agile project management methods and how they can be applied and adapted what makes Agile project teams succeed the key roles and responsibilities needed to enable Agile project teams to work effectively how to encourage an Agile mindset within their organisation and how to move toward an Agile approach to managing projects 1 Introduction to Agile project management Overview of 'classical' project management and methodologies The link between project success and management performance Limitations of classical approaches and the need for Agile methods The 4 values and 12 principles of the Agile manifesto explained Agile project management values:Individuals and interactions over processes and toolsWorking outputs over comprehensive documentationCustomer collaboration over contract negotiationResponding to change over following a plan The cultural challenges of using Agile project management Choosing when and how to adopt Agile project management 2 Initiating a project using Agile project management Some key Agile methodologies explained: SCRUM, XP, Crystal Identifying and engaging project stakeholders; defining roles and responsibilities Setting the project vision and goals; defining project scope The Agile approach to requirements capture and elicitation of needs Tools and techniques for capturing and characterising requirements The role of documentation, reporting and process management 3 The Agile approach to definition and planning Understanding Agile planning; the 'planning onion' concept Developing the culture needed for collaborative involvement and iterative planning Defining project deliverables; the 'product backlog' concept Tools and techniques for defining and prioritising requirements in Agile projects Understanding and applying Agile estimating techniques Dealing with uncertainty and managing risks 4 The Agile approach to execution and delivery The results orientated, fast adapting culture of Agile teams The monthly 'Sprint' process for project planning and review The disciplines needed for effective daily SCRUM meetings Reviewing progress, managing change and project reporting Testing, completing and handing over of work packages Managing the interface between the project team and the business 5 Leadership and teamwork in Agile project teams Why Agile teams are different: the importance of individuals and interactions The skills and attributes needed to lead an Agile project team The challenges faced and skills needed by Agile team members Recognising team development needs; adopting the right leadership style Making the transition from project manager to Agile coach Key coaching skills explored: mentoring, facilitating, managing conflict
In the fast-changing world of business, and especially IT, everyone in the organisation should be involved in sales. One of the best ways is to give the customer an outstanding experience. The customer experience is the competitive battlefield of today. Sales may be won or lost here. You can either close a sale for a quick buck, or open a long-term relationship to create a high lifetime value customer. By developing excellent communication skills, rapport and, most of all, a desire to serve and listen to the needs of the customer to the best of their ability, both sales teams and other IT professionals will create trust, nurture relationships and develop awareness of other opportunities with the customer. By the end of this course, participants will be able to: Understand the power of a positive customer experience in developing sales opportunities Recognise and develop a sales opportunity when it arises Engage with customers and develop rapport and trust Use verbal and non-verbal communication skills and pick up on signals Ask powerful questions - and listen to the answers Create 'magic moments' for the customer Turn a complaint into an opportunity Know when to ask for referrals and testimonials Pass on leads to the relevant people 1 Introduction Aims and objectives Beliefs about sales 2 Building rapport First impressions Short cuts to rapport Finding common interests 3 Selling or serving? Managing emotions and behaviour - Transactional Analysis Moments of truth - creating 'magic moments' Speed sells - the follow-up 4 Meetings Planning a successful meeting Pre-meeting connection and assistance Sales meeting failure reasons Right v wrong mindset 5 Communication - verbal and non-verbal The 3 Vs - Visual, Verbal, Vocal Picking up on signals 7 power questions Questioning techniques LISTEN - 3 types of listening skills 6 Influencing 6 levels of influence Framing to change perspectives Turning complaints into opportunities 7 Referrals The power of referrals How and when to ask for a referral 5 steps from rapport to referral 8 Presentation and pitching (optional session) Basic presentation structure and delivery Creating powerful impressions Creating a 60-second pitch The elevator 10-second pitch - answering 'What do you do?' Sales presentations Emotion v Intellect - how to engage Using visuals
The aim of this programme is to provide current / prospective senior project managers with an in-depth review of the role and importance of project management in the organisation. It focuses on the strategic role of the project manager and aims to draw out the full scope of the role and how it impacts on project performance. The five key objectives of this programme are to enable the participants to: Identify the characteristics and attributes needed by project managers in ensuring the organisation is recognised as an industry leader in delivering successful projects Understand the full scope and impact of the project manager / leader's role in managing projects or programmes to maximise benefit to the business Define the hallmarks and skills required to manage significant business projects or project portfolios Develop an understanding of the skills required and their impact on the project through case study work and syndicate exercises Benefit from an effective forum for exchanging experience and fostering a sense of team spirit and mutual support between senior project managers DAY ONE 1 Introduction (Course sponsor) A vision of future opportunities and challenges The impact of project managers / leaders on future success 2 The determinants of success The contractor's perspective The client's perspective Success and failure: factors that determine the project outcome The impact of the project manager 3 Case study: Project Giotto How successful was this project? What were the primary factors that influenced the outcome? How relevant are these factors to current projects? Feedback and review 4 Project team exercise A practical exercise demonstrating the role of the project manager in managing the interfaces between the client, the project team and suppliers Review - what skills are required to be a 'world class' project manager? 5 The role of the Project Manager The role and skills of the 'world class' project manager The three key dimensions of effective project leadershipManaging influential stakeholdersManaging project performanceManaging the project team Project leadership skills appraisal (individual review) DAY TWO 6 Managing influential stakeholders Project management and the art of leadership Who are the influential stakeholders and how do they affect the project? What we need to do / not do, to build successful working relationships 7 Case study: Understanding the customer What are the likely problems the project manager will encounter? What should the project manager do to ensure an effective partnership? 8 Managing project performance Issues affecting commercial performance Joining up the project life-cycle: getting performance from inception to closure The roles of project manager, line manager and project sponsor 9 Project team exercise: Making the promise / delivering the promise An exercise demonstrating the commercial and team leadership skills needed by the project manager Review - what must the project manager do to optimise project performance? 10 Managing multi-functional project teams The challenges of building effective, multi-functional project teams Co-ordinating work across functional and organisational boundaries Maintaining strategic focus and balancing priorities 11 Making it happen Individual action planning Syndicate discussion 12 Course review and transfer planning (Course sponsor present) What will we do differently? How will we make it happen? Conclusion
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.
One of our greatest strengths is our ability to tailor any of our open management courses to the needs and requirements of different businesses in different industries. We understand that whilst our open management training courses provide a wealth of knowledge in their particular area of focus, not all of it may be relevant for your business and the particular industry you operate in.Rather than making delegates sit through management training that is irrelevant to their job role, we offer bespoke management training where we tailor the course to cover the specific needs of your organisation, ultimately relieving the inevitable boredom and "switching off" that would come with having to sit through training that a person knew they would not need. Why choose us for your bespoke management training needs? We have provided tailored, bespoke management training courses to some of the largest organisations in the UK. Using our acquired experience and knowledge of running these courses, we will be able to work with you to create a bepoke management training programme that delivers a significant return on investment, both in terms of tangible and intangible results. ILM accredited management training courses Because we charge a daily training rate rather than a per delegate fee, if you have a number of delegates requiring management training, a bespoke management training course can often be less expensive than putting them all on an open course. A number of courses have been accredited by the ILM, which means you can be assured as to the standard of the course content and delivery. For more information on these, please see our page on ILM Management Training. All of our ILM Programmes are provided in partnership with BCF Group Limited, which is the ILM Approved Centre we deliver under. Interested in finding out more about bespoke management training? Between us, we can come up with a training plan which will provide relevant, bespoke management training for your delegates which will maximise the return on both your time and cost. We are happy to come to your premises or arrange training facilities nearer to your location if this would be more convenient. Feedback Below is a small selection of past feedback for our management training and development courses and programmes: "Excellent instructor. I looked forward to our monthly lectures knowing that I would have a good laugh but also that I would learn more about the subject and myself. He has been very helpful to me and the rest of the students, not just during the lectures but often in his own time. His enthusiasm for all of the subjects covered during the course was evident throughout, which again helped me to enjoy and understand the subjects and lectures. If I get the chance in future to attend a further course with you, I would jump at the chance."Senior Acquisitions SurveyorGalliford Try "A very accomplished trainer and someone who I would very much like to be involved in our business training going forward. The feedback I have had from all levels of our team structure is excellent."Group HR OperationsEADS Personnel Services UK "Phil has a lot of energy which he throws into the course. This visably broke down resistance and attendees entered into the exercises wholeheartedly."Senior QSBullock Construction Scheduled Courses Unfortunately this course is not one that is currently scheduled as an open course, and is only available on an in-house basis. Please contact us for more information.
Many people have a misconception about networking events, and lose out on new business opportunities as a result. They either don't appreciate the real benefits and techniques of networking and don't attend events, or they attempt to 'sell on the first date', causing resentment. You can either attempt to make a sale for a quick buck (which is particularly likely to backfire at a networking event), or you can try to open a long-term relationship, creating new opportunities and a high lifetime value customer (which is how it's meant to be done). Networking, when done properly, is an excellent tool for referrals. But you have to appreciate that it's done on the basis of giving rather than receiving and this doesn't always come naturally to sales professionals. The old saying that it's about getting to 'know, like and trust' is still true. This workshop is about having your prospects and customers getting to know, like and trust you, and building that lifetime value as a result. By the end of this programme, participants will be able to: Understand what networking is - networking etiquette Know how and where to network Clarify their objectives - why network Use the 4 basic questions to start a conversation Build rapport quickly and easily Answer the question 'What do you do?' effectively in a few seconds Deliver a 60-second pitch Break into a group Prepare for a network meeting Identify opportunities Use tools to assist in networking 1 Introduction Aims and objectives 2 What is networking? Why network - objectives and goal setting Networking etiquette Preparation - online and offline tools to use Identify networking opportunities - where to network Know what you have to offer 'Know, like and trust' - the process 3 What do you do? Answer in 5-10 seconds Create and deliver a 60-second pitch Who is your target market? 4 Starting a conversation Breaking into a group Building rapport The 4 questions to start a conversation Moving on 5 Communicate and engage LISTEN - 4 types of listening skill Ask powerful questions Influence - don't sell What can you do to help others - give to get 6 Power of referrals Who can give you referrals? When to give or ask for referrals Have a referral system Showing appreciation 7 Social media and other online tools Using LinkedIn and other social media Online directories 8 Next steps Following up Arranging one-to-one meetings Developing relationships