553 Courses in Edinburgh

Many managers question the value of appraisal programmes and many line managers believe appraisals are unduly time-consuming and bureaucratic. Yet the appraisal is a vital starting point when it comes to managing performance effectively and it is vital that managers appreciate this. Handled well, the benefits of formal appraisals are enormous. This thoroughly practical workshop has been designed to give line managers the knowledge, skills and confidence to deliver a well-structured appraisal - even in the most challenging circumstances. This course will help participants: Appreciate the benefits of the appraisal process Assess standards of performance objectively Plan and prepare for appraisals effectively Conduct a well-structured appraisal meeting Acquire the essential skills required for effective appraisals Improve their ability to discuss difficult issues more confidently Identify training and development requirements Agree clear and measurable development objectives Complete essential paperwork Understand the need to facilitate continual informal dialogue between appraisals 1 Introduction and course objectives 2 The appraisal process The aim of the appraisal process Understanding the bigger picture - the appraisal process as part of the employee development process The benefits of the appraisal process Common pitfalls Five steps to an effective performance appraisal 3 Step 1 - Assessment Using job standards as the basis for objective assessment Assessment of previous objectives 4 Step 2 - Preparation Documentation required Data on each appraisee Planning the meeting 5 Step 3 - The meeting The skills of appraisal interviewing The structure of the appraisal interview Dealing with poor performance and difficult situations Taking notes and completing documentation 6 Step 4 - Planning ahead and objective setting Identifying action to improve performance and enhance skills Establishing relevant training needs Agreeing SMART performance objectives Formulating a personal development plan 7 Step 5 - Action after the interview Essential paperwork Follow-up and action required between appraisal interviews Continuing informal dialogue 8 Video case study Bullets 9 Conclusion Course review / discussion Preparation of action plans for building on the skills learnt Close

This one-day workshop is designed to build upon skills already acquired using Microsoft Word, whether participants are self-taught or have previously attended a course. It gives participants a good understanding of managing different types of paragraph indents, and managing automated numbered paragraph lists. This course will help participants: Create and manage the layout of paragraphs Create and manage multi-level numbered paragraphs Effectively insert, use and manage section breaks Create and manage columns Find, create and apply styles Create and update a table of contents from styles Work with styles to manage formatting Work with sums in tables and use table headings Input and edit text using AutoText Work with SmartArt graphics Link to other files using paste special 1 Managing paragraph layout Controlling paragraph layouts with indents Creating and managing paragraph hanging indents 2 Numbering paragraphs Creating a new multi-level numbered paragraph Managing existing multi-level numbered paragraphs 3 Inserting columns Creating columns from existing paragraphs Setting up columns Managing columns 4 Document section breaks Controlling document layout using section breaks Managing page orientation using section breaks Managing page numbering using section breaks 5 Using styles Applying quick styles Finding existing styles Creating and saving styles Modifying styles Creating a table of contents from styles Updating a table of contents 6 Using quick parts Saving content to quick parts Modifying saved quick parts Inserting content using AutoText Editing AutoText entries Inputting text using AutoCorrect 7 Advanced table features Sorting table columns Running sums in tables Repeating table headings at top of page Importing Excel content in tables Using table properties 8 Creating a mail merge Creating letters, labels and emails Merging addresses from external files Using Outlook's address book to merge Merging to email 9 SmartArt graphic Visually communicate content with SmartArt Choosing a SmartArt graphic Inputting into SmartArt Modifying and formatting SmartArt graphics 10 Linking to other files Linking to files using paste special Linking an Excel chart to a document Managing linked content from Word

This one-day workshop is designed to help users work with advanced features within Word. It includes hands-on exercises to help make complex documents more manageable. Participants will learn how to share and collaborate on documents and track document changes. This course will help participants: Add document links to files, websites, bookmarks and headings Create and revise footnotes and endnotes Use cross-referencing Insert and mark a document index Use comments within a document Create and edit document templates Set up picture and table captioning Work with tracked changes, including viewing, accepting and rejecting changes Use tables of contents Transfer styles across files using styles organiser Protect and restrict the opening and editing of documents Work with document themes Work with subdocuments Use ribbon buttons and groups 1 Adding document links Adding links to a document Linking to files, websites and email Adding and linking to bookmarks Linking to document headings 2 Captioning and cross-referencing Inserting picture and table captions Creating and updating a table of figures Adding and revising endnotes and footnotes Understanding cross-reference types Creating a cross-reference Marking and inserting a document index 3 Collaborating on documents Inserting and viewing documents Navigating through comments Replying to a comment Printing comments 4 Tracking changes Using tracking changes within a document Choosing how to view document revisions Accepting and rejecting changes 5 Comparing documents Comparing two documents Combining changes into a single document Accepting and rejecting changes 6 Protecting a document Restricting opening or editing of documents Defining regions for editing Restricting document formatting 7 Outline view Collapsing paragraphs with heading styles Managing files with subdocuments Editing and locking subdocuments Sharing subdocuments 8 Document themes Standardise document formatting with themes Using a theme to match corporate branding Transferring themes across files 9 Creating templates Creating and editing document templates Adding font and heading styles to templates Defining file locations for shared templates Copying styles across templates and files 10 Customising the ribbon Customising ribbon buttons Adding new ribbons Adding buttons to ribbon groups

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

This one-day workshop is intended for participants who have a basic understanding of Outlook but who want to know how to use its advanced features to manage their email communications, calendar events, contact information and other communication tasks. This course will help participants: Gain confidence using Outlook and its advanced features Organise and prioritise email messages Archive messages for safe-keeping Use rules to process received or sent messages automatically Manage scheduled meetings with others Give others permission to view and manage their folders and items Use contacts and commands to find out more about a person or company Prioritise work-flow using tasks and assigning tasks to others 1 Email messages Combining multiple clicks with quick steps Following up flag options Saving multiple attachments Attaching a folder of files Recalling and replacing a message Categorising messages with conditional formatting 2 Message options Adding options to messages Marking a message as private Receiving quick responses with voting buttons Directing replies to specific users Delaying sent messages Inserting links in messages 3 Stay organised with rules Using rules to automate message flow Moving messages with rules Using the rules wizard Setting up rules with conditions Using rules that work whilst you are away 4 Message clean-up Using conversation clean-up Using mailbox clean-up Moving messages to the archive folder Archiving folder properties Auto-archiving properties 5 Managing calendars Creating calendar groups Sharing calendars with permissions Setting up working days and times Managing time zones Categorise appointments with conditional formatting Publishing a calendar 6 Schedule meetings Scheduling a meeting Managing meeting responses Proposing new meeting times Adding attendees to a meeting Viewing multiple appointments 7 Using contacts Merging contacts to letters Merging contacts to labels Mail merging contacts in Word Exporting contacts to Excel 8 Managing tasks Organising your workload with tasks Categorising tasks Assigning tasks to others Sending a task status report Allocating time for tasks Regenerating a new task Viewing your tasks in the calendar 9 Adding message items Adding calendars to messages Adding business cards to messages 10 Email accounts Adding multiple user accounts Adding account permissions

This workshop will provide participants with the insight and skills to be more effective business networkers, face-to-face and online. The approach taken is to build on the strengths people already have and their successes. It is easier to develop what you already have than to try and develop skills that do not come easily. Being yourself is the most effective tool for business networking and building relationships. This course will help those attending: Appreciate the importance of networking, and different forms of networking Understand the dynamics of communication that are specific to networking Become more confident and assured when 'working' a room Improve their influencing skills, especially with people who are experts and in positions of authority 'Sell' themselves and promote their company Identify and manage their profiles using online social networking sites Use effective follow-up to maintain active contacts and connections Select the correct networking groups, clubs and events Create their own personal network 1 The importance, and different types, of networking Personal objectives and introductions Test networking session Examples of the importance, purpose and format of various types of networking, and benefits you can expect 2 How to work a room - preparation and strategy Three things to know before you attend any event Non-verbal communication and art of rapport Breaking the ice - worked examples with practical demonstration 3 Communication dynamics in networking - the power of the listening networker Why it is better to listen than talk Effective questioning and active listening Creating a natural and engaging conversation, 1-2-1 and in a larger group 4 Assumptions when networking How to use the 'instant judgement' of others to your advantage What assumptions are you making? How to keep an open mind 5 Business networking etiquette Meeting and greeting at a business networking event - approaching complete strangers and introducing yourself Socialising: joining and leaving groups easily Making a good first impression in 30 seconds The use of status when networking 6 Making connections Asking for cards, contact details and referrals Gaining a follow-up commitment Some tips and tricks 7 Business networking rehearsals Practice sessions 8 Personal business networking online Overview of different types of networking sites - there is a lot more out there than just Facebook! Examples of creating an effective profile Using social networking effectively - case studies and application 'Advanced' applications - blogs, articles, twitter, feeds, etc. Online demonstration and examples 9 Building relationships - follow-up and follow-through Maintaining a good database Developing a contact strategy with different types and levels of contact How to analyse your contact base

Workplace Innovation Are You A Leader Who Wants To Enhance Your Team’s Accountability, Adaptability, Resilience, And Well-Being? Consider joining our newly launched Growth Leadership Programme: Workplace Innovation, subsided by Scottish Enterprise, which offers a unique approach to leadership development and workplace Innovation, emphasising Motivational Intelligence (MQ). Our programme will help you build on your leadership capabilities and confidence while creating a more innovative, productive, and fair workplace for employee development and growth. Growth Leadership: Workplace Innovation Leading with Motivational Intelligence (MQ) You’ll learn to: Develop MQ leadership skills that encourage fair and innovative workplace practices and inclusive economic growth. Increase engagement, innovation, and productivity among your team. Enhance your strategic decision-making skills. Build a resilient, agile, and change-driven team culture. Identify and integrate organisational values into your workplace culture. Create a successful business that is also a fair place to work. Session Overview Our comprehensive programme, consisting of eight engaging and insightful sessions, is meticulously crafted to provide a world-class education in Leadership, Workplace Innovation and Motivational Intelligence (MQ). We combine some of the most potent, powerful and cutting-edge research in workplace innovation, neuroscience and the most promising discoveries in cognitive and social psychology of the 20th century. 01 Self-Leadership and The Secret to Personal Success Session 1: Self-Leadership and The Secret to Personal Success This comprehensive kick-off session delves into the foundations of self-leadership and personal success. Participants will explore various aspects, from setting course expectations and creating a conducive learning environment to understanding motivational intelligence and managing negative thoughts. Through essential resources like the Leadership Reference Manual and Roadmap Workbook, multi-sensory perception, and spaced repetition learning techniques, participants will solidify their learnings and enhance personal and professional growth. Key Learning Outcomes: Understand the critical role of self-leadership in personal and professional success and the impact of external and internal factors on performance Develop strategies to optimise motivation, communication, and effectiveness within teams and organisations, leveraging diverse learning styles and adult learning techniques Utilise essential resources like the Leadership Reference Manual and Roadmap Workbook for ongoing growth and development while implementing practical tools like the Start, Stop, Continue plan for self-reflection and improvement Explore the power of adaptability, self-awareness, and resilience in navigating through challenging times and maintaining a positive mindset Discover the importance of a positive mental diet, gratitude, and consistent small decisions that compound over time, leading to personal and professional growth 02 The Role of Intelligence in Leadership and Management Session 2: The Role of Intelligence in Leadership and Management It's time to delve into Motivational Intelligence and its role in our personal and professional lives. In this comprehensive and interactive session, participants will explore the multifaceted aspects of intelligence in Leadership and management, focusing on IQ, EQ, and MQ. Participants will learn how to cultivate a growth mindset and motivational intelligence within themselves and their teams, fostering a culture of learning and resilience. The session will also cover the importance of crafting a clear vision for the team or organisation and provide practical strategies for effectively communicating the vision to internal and external stakeholders. Key Learning Outcomes: Understand the roles of IQ, EQ, and MQ in Leadership and management and their impact on individual and team performance Develop strategies to improve your levels of intelligence and foster a growth mindset within individuals and teams Discover the importance of vision in Leadership and management and learn to craft it using the WHERE (performance), HOW (perception), and WHY (purpose) perspectives Gain insights into effectively communicating the vision to stakeholders, ensuring alignment, ownership, and motivation Reflect on the role of a growth mindset and motivational intelligence in achieving the team's vision and fostering a culture of continuous improvement and adaptability 03 The Pillars of Human Performance: Unlocking Potential Session 3: The Pillars of Human Performance: Unlocking Unlimited Potential Discover the keys to unlocking your unlimited potential and becoming a more effective leader in this interactive course. Through engaging discussions and self-reflection, participants will dive deep into unlimited potential, understand its significance in Leadership, and learn to overcome challenges in their teams or businesses. Participants will gain insights into the characteristics of influential leaders, the importance of asking the right questions, and the value of embracing failure as a part of success. With a focus on personal and professional growth, this session will equip you with the tools and techniques to become a better manager and leader. Key Learning Outcomes: Understand the concept of unlimited potential and its importance in Leadership and personal growth Identify personal and team visions, challenges, and the role of asking the right questions in gaining insights Recognise the role of practice and reflection in transforming weaknesses into strengths Explore the characteristics and impact of great leaders and learn how to apply these traits in your leadership style Embrace the importance of failure as a crucial part of success and create a supportive environment for personal and team development 04 Defining Management and Vertical Alignment Session 4: Defining Management and Vertical Alignment In this engaging session, participants will delve into the essential differences between management and Leadership and discover how understanding these distinctions can significantly impact team culture and performance. We'll examine common management mistakes and their effects, uncover the best practices of excellent management, and discuss the development of management skills and the management hierarchy. This interactive session will provide valuable insights and actionable strategies that can be applied to personal and professional life, helping participants become more effective and successful managers and leaders. Key Learning Outcomes: Differentiating between management and Leadership: Gain a deeper understanding of how these concepts differ and their impact on team culture and performance Identifying common management mistakes: Learn about these pitfalls and their consequences on team culture and performance and develop strategies to avoid them Mastering the best practices of excellent management: Discover the five essential techniques to help you become a more effective manager Developing management skills and understanding the management hierarchy: Enhance your ability to grow as a leader and manager Embracing Ultimate Responsibility: Learn the importance of taking ownership and responsibility for your and your team's success and understand the role of motivational intelligence in achieving this 05 Workplace Innovation and High-Payoff Activities Session 5: Workplace Innovation and High-Payoff Activities n (Job Crafting) This session provides a comprehensive overview of the critical principles of workplace innovation, job crafting, people leadership, and coaching in the workplace. Participants will learn about job crafting, our MQ workplace innovation process, and the crucial role of Leadership in managing and monitoring performance in the workplace. By adopting a proactive and creative approach to their work, individuals can improve their job satisfaction, contribute to their organisation's success, and drive economic health for the nation. Key Learning Outcomes: Understanding of Leadership in the job crafting innovative process Skills in job crafting and workplace innovation Knowledge of the critical role of Leadership in performance management Techniques for effective coaching and positive feedback, through trust and mutual respect in the workplace Helping individuals reflect on their role in the success of the team and company and developing a written plan to achieve their goals 06 Defining and Exploring Leadership Session 6: Defining and Exploring Leadership In this session, we will define and explore the essence of Leadership, dispelling the myths and providing a definition that will guide you through the course. We will also explore the three-tier hierarchy of success and how leaders can influence MQ (motivational intelligence) by doing five things consistently. As a manager or leader, you may have found that your team's success is not guaranteed even with the best plans, processes, and strategies. This is because not all team members will adopt new ideas or changes unless they first believe they can achieve the desired outcome. Key Learning Outcomes: Understanding the essence of Leadership to provide an in-depth understanding of the essence of successful Leadership, dispelling the myths and providing a definition that will guide you through the course Psychology of your team: Leaders understand that to achieve their goals, they need to focus on the psychology of their team Power of questions in Leadership: Leaders can gain insight into the minds of their team members and unlock the key to motivating and developing them by asking the right questions Explore the three-tier hierarchy of success and the importance of each level in determining a person's likelihood of success Five things great leaders do each day to influence a culture of responsibility, consistently build esteem and confidence, and always work on coaching and mentoring employees 07 Building a Leadership Toolbox Session 7: Building a Leadership Toolbox: Trust & Inspiration Fostering Adaptability, Responsibility, Resilience, and Courage, this step focuses on leaders' tools and techniques to promote greater team accountability and ownership. It starts to delve into the critical role of self-esteem in a person's motivational intelligence and adaptability. We also explore how self-esteem is formed and influences a person's interpretation of feedback. We also look at self-esteem's critical role in a person's motivational intelligence and adaptability, examining how self-esteem is formed and influences a person's interpretation of feedback. Key Learning Outcomes: Understanding the tools and techniques leaders can use to foster greater team accountability and ownership Delving into the critical role of self-esteem in a person's motivational intelligence and adaptability Exploring how self-esteem is formed and influences a person's interpretation of feedback Examining the levels of self-esteem and associated behaviours of each group Understanding the influence of comfort zones and tools leaders can use to help people overcome the fear of change 08 Developing a Healthy Perspective and Resilient Attitude Session 8: Developing a Healthy Perspective and Resilient Attitude This step explores how developing a healthy perspective and resilient attitude is crucial for success as a leader. In this session, we will explore the critical role of self-reflection in building motivation and adaptability. We will examine how self-esteem is formed and how it influences a person's interpretation of feedback. We will also delve into the levels of self-esteem and the associated behaviours of each class. We will provide practical strategies for cultivating resilience and adaptability in facing challenges and setbacks. Through reflection and analysis of your moments of surprise, frustration, and failure, you will develop a growth mindset that fosters continuous learning and improvement. Key Learning Outcomes: The critical role of self-reflection in building motivation and adaptability How self-esteem is formed and influences a person's interpretation of feedback The levels of self-esteem and the associated behaviours of each class Strategies for cultivating resilience and adaptability in the face of challenges and setbacks The influence of affirmations and tools leaders can use to help people overcome the fear of change

In today's competitive business world firms are under unprecedented pressure to deliver value to their shareholders and other key stakeholders. Senior executives in all parts of the organisation are finding that they need some degree of financial know how to cope with the responsibility placed on them as business managers and key decision-makers; monitoring and improving business performance, investing in capital projects, mergers and acquisitions: all require some degree of financial knowledge. The key financial skills are not as difficult to learn as many people believe and in the hands of an experienced senior executive they can provide a formidable competitive advantage. After completing this course delegates will be able to: Understand fundamental business finance concepts; understand, analyse and interpret financial statements: Profit Statement, Balance Sheet and Cashflow Statement Understand the vital difference between profit and cashflow; identify the key components of working capital and how they can be managed to generate strong cashflow Evaluate pricing decisions based on an understanding of the nature of business costs and their impact on gross margin and break-even sales; managing pricing, discounts and costs to generate strong business profits; understand how lean manufacturing methods improve profit Use powerful analytical tools to measure and improve the performance of their own company and assess the effectiveness of their competitors Apply and interpret techniques for assessing and comparing investment opportunities in capital projects, business acquisitions and other ventures; understand and apply common methods of business valuation Understand the role of business finance in formulating and implementing competitive business strategy; the role of budgeting as part of the planning process and the various approaches to budgeting and performance measurement 1 Basic principles Delivering value to key stakeholders Accounting concepts, GAAP, IFRS and common terms Understanding and using the balance sheet Understanding and using the profit statement Recognising the vital difference between profit and cashflow Understanding and using the cashflow statement What financial statements can and cannot tell us 2 Managing and improving cashflow Sources of finance and their advantages and disadvantages What is working capital and why is it so important? Managing stocks, debtors and creditors Understanding how working capital drives business growth Understanding and avoiding the over-trading trap Unlocking the funds tied up in fixed assets: asset backed loans and leasing 3 Managing and improving profit Understanding how profits generate cashflow The fundamental nature of costs: fixed and variable business costs Understanding gross margin and break-even How common pricing methods affect gross margin and profit Effective strategies to improve gross margin Using value chain analysis to reduce costs Lean manufacturing methodsUnderstanding Just-in-time, 6 Sigma and Kaizen methods Improving profitEffective and defective strategies 4 Measuring and managing business performance Measures of financial performance and strength Investor behaviour: the risk and reward relationship Return on investment (ROI): the ultimate measure of business performance How profit margin and net asset turnover drive return on net assets Why some companies are more profitable that others Understanding competitive advantage: cost and differentiation advantage Why great companies failWhat happened to Kodak? Using a 'Pyramid of Ratios' to improve business performance Using Critical Success Factors to develop Key Performance Indicators 5 Budgeting and forecasting methods Using budgets to support strategy Objectives and methods for effective budgets Using budgets to monitor and manage business performance Alternative approaches to budgeting Developing and implementing Balanced Scorecards Beyond Budgeting Forecasting methods and techniques Identifying key business drivers Using rolling forecasts and 'what-if' models to aid decision-making

Many organisations find that project teams struggle to create and maintain effective plans. Estimates are often overly optimistic and risks go unmanaged until the inevitable happens. Resource managers also find it hard to forecast the likely loading on their departments and requests for support are not provided in a consistent format. This programme has been developed to address these needs in a very practical, hands-on format. Case study work can be based on simulations or on the organisation's current projects for maximum benefit to participants. The aim of this training is to develop and enhance participants' planning and risk management skills in order to maximise the success of project work undertaken by the organisation. The principal training objectives for this programme are to: Provide a structured, integrated approach to planning and risk management Demonstrate practical tools and techniques for each stage of planning Show how to organise and involve relevant people in the planning process Explain how to use the plan for forecasting and pro-active project control Identify ways to improve planning, both individually and corporately The course will emphasise the importance of participative planning techniques that improve the quality of plans whilst reducing overall time and cost of planning. The course will encourage discussion of internal procedures and practices and may be customised to include them if required. DAY ONE 1 Introduction (Course sponsor) Why this programme has been developed Review of participants' needs and objectives 2 Projects and planning Why plan? The benefits of good planning / penalties of poor planning Planning in the project lifecycle; the need for a 'living' plan The interaction between target setting and the planning process Team exercise: planning the project 3 Planning the plan Defining the application and structure of the plan Impact of planning decisions during the project lifecycle Using available time to create an effective plan 4 Defining deliverables Assessing the context; reviewing the goals and stakeholders Developing the scope and defining deliverables; scope mapping Understanding customer priorities; delivering value for money Case study: defining the project deliverables 5 Creating the work breakdown Building the work breakdown structure Detailing the tasks and sub-tasks; structured brainstorming Defining task ownership; the task responsibility matrix 6 Creating and using a logical network Developing the logical network; task boarding Determining the critical path and calculating float Accelerating the plan; concurrent programming and risk Individual and group exercises DAY TWO 7 Developing resource schedules Deriving the Gantt chart from the network Developing the detailed resource schedules Calculating the expenditure profile ('S' curve) 8 Estimating task durations and costs Understanding estimates: effort, availability and duration Estimating tools and techniques Application of estimating techniques during the project lifecycle 9 Case study Developing the project plan Refining the project plan Team presentations and discussion 10 Managing risks and refining the plan Awareness of contractual issues associated with risk Identifying and evaluating risks; deciding ownership Managing risks: determining levels of provision and contingency Controlling risks: maintaining an up-to date risk register 11 Planning for pro-active control The earned value analysis (EVA) concept and its predictive value Deriving the measures needed for cost and delivery performance Practical issues associated with implementing EVA 12 Using and maintaining the plan Tracking progress and updating the plan Publishing and controlling the plan 13 Course review and transfer planning (Course sponsor present) Identify ways of implementing the techniques learnt Sponsor-led review and discussion of proposals Conclusion

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