<h4>Overview</h4>
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							</p><p>Any business life is completely dependent on Sales and Marketing. It delivers a significant business benefit. Providing effective training in Sales and Marketing helps boost sales, increase profit, create a brand image and also improve customer satisfaction. </p>

<p>The role of a sales director is crucial in improving an organization's revenue and sales. A good sales director can affect the overall performance of a business. The course is designed with a lot of practical exercises, and modern techniques, taking the delegates' skills to an advanced level. This will help the delegates to attain the skills they require and implement what they learn in their work efficiently and to their highest potential. This course will help review overall sales strategies and how they can contribute in order to achieve a desired positive outcome. It will set measurable objectives and standards within the team and will boost the confidence in their performance and achieve the objectives. </p>
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GBA Corporate

Advance Strategic Sales Management

Online

On Site

<h4>Overview</h4>
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							</p><p>Any business life is completely dependent on Sales and Marketing. It delivers a significant business benefit. Providing effective training in Sales and Marketing helps boost sales, increase profit, create a brand image and also improve customer satisfaction. This course has been designed to gain essential skills in Marketing and Sales, learn new sales techniques and how to reach the right audience at the right time. If there is a shortage of skills or resources within the business, you might want to provide this specially designed-training to help develop those skills. </p>

<p>This course will help review overall sales strategies and how marketing can contribute in order to achieve a desired positive outcome. It will set measurable objectives and standards within the team and will boost the confidence in their performance and achieve the objectives. </p>

<p>This course will discover various sales and marketing techniques and will provide the participants with more tools and techniques to increase individual and team sales. It will highlight all of the major components required to build good connections, know the consumer and their needs and gain commitment to a sale.</p>
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Advance Skills in Sales and Marketing

London

<h2>Global Project Management: In-House Training: In-House Training</h2>
 <p>In this course, you will dig deeper-and differently-into project management processes, tools, and techniques, developing the ability to see them through the lens of global and cultural project impacts.</p>
 <p>In today's increasingly global environment, managing a project with customers and support organizations spread across multiple countries and continents is a major challenge.</p>
 <p>From identifying stakeholders and gathering requirements, to planning, controlling, and executing the project, the basic logistics of a global project present their own standard challenges. However, with additional cultural, language-based, and regional elements, global projects involve more complexities than teams often realize. There are unique communication needs, cultural awareness elements, varying customs and work expectations, and critical legal differences to consider.</p>
 <p>In this course, you will dig deeper-and differently-into project management processes, tools, and techniques, developing the ability to see them through the lens of global and cultural project impacts. This will leverage you to problem solve differently on global projects, prevent problems, and ensure success. The goal is for you to effectively navigate the challenges of leading projects with multi-regional footprints and globally diverse sets of stakeholders.</p><h3>What you Will Learn</h3> 
 <p>At the end of this program, you will be able to:</p> 
 <ul> 
 <li>Determine when a project meets the criteria of being a true global one</li> 
 <li>Articulate global project needs based on the project grid and framework</li> 
 <li>Identify and analyze global project stakeholders</li> 
 <li>Recognize cultural differences and articulate how they impact project work</li> 
 <li>Determine global project estimating, scheduling, and staffing challenges</li> 
 <li>Assess global project risks and develop problem-solving responses</li> 
 <li>Analyze complex cultural situations and align optimal project communication and negotiation tools and techniques</li> 
 <li>Apply best practices for conducting virtual team work and mitigating virtual challenges</li> 
 <li>Evaluate ways to control for global project scope, cost, and procurement</li> 
 <li>Align customer management best practices with global customer needs</li> 
 <li>Implement key global project closing activities</li> 
 </ul><section>
                    <h3>Foundation Concepts</h3> <ul>  <li>What is a global project?</li>  <li>What makes a global project different?</li>  <li>A global project management framework</li>  </ul>  <h3>Initiating the Global Project</h3> <ul>  <li>Launching a global project</li>  <li>Respecting cultural differences</li>  <li>Identifying and analyzing stakeholders</li>  <li>Developing the communications plan</li>  <li>Defining the ideal global project manager</li>  <li>Crafting a global project charter</li>  </ul>  <h3>Planning the Global Project</h3> <ul>  <li>Gathering requirements for a global project</li>  <li>Defining the scope, region by region</li>  <li>Estimating and scheduling for global projects</li>  <li>Staffing the global project</li>  <li>Developing the global risk management plan</li>  </ul>  <h3>Executing the Global Project</h3> <ul>  <li>Managing global stakeholder expectations</li>  <li>Embracing cultural diversity</li>  <li>Honing global negotiation techniques</li>  <li>Procuring goods and services on a global basis</li>  <li>Managing global legal and regulatory issues at the micro and macro level</li>  </ul>  <h3>Monitoring and Controlling the Global Project</h3> <ul>  <li>Status reporting</li>  <li>Virtual communication</li>  <li>Cost control</li>  <li>Schedule control</li>  <li>Scope control</li>  <li>Customer satisfaction</li>  </ul>  <h3>Closing the Global Project</h3> <ul>  <li>Contract closure at the macro and micro levels</li>  <li>Administrative closure with global reach</li>  <li>Lessons learned</li>  </ul>


                </section>

IIL Europe Ltd

Global Project Management: In-House Training

General Admission

Harpenden

<p>Successful account management requires time and investment to achieve high levels of customer satisfaction and develop new business opportunities. Ensuring you are equipped with the right tools to approach every customer interaction in a structured way will help you have productive relationships with your clients. Whether you're new to account management or experienced in business development and looking to expand your skillset, understanding how you can maximise customer relationships will be key to your success.</p><p>We have developed this programme to be practical, fun and interactive. Participants will have the opportunity to learn and practice a number of key skills that will see successful results, and are encouraged to bring real life examples to the course so that learning can be translated to real world scenarios.</p>This course will help participants:<ul><li>Learn how to plan growth and increase revenue from existing accounts</li><li>Develop skills to build and develop essential relationships to increase value and visibility</li><li>Learn how best to create loyalty and customer satisfaction</li><li>Identify how to set account targets and development plan for building contacts and cross-selling</li><li>Develop persuasion and influencing skills to better define needs and develop opportunities</li><li>Learn how to add value at all stages; plus gaining competitive advantage</li><li>Develop an up-selling, cross-selling strategy</li></ul><section>
                    <h3>1 Performance metrics for account management</h3><ul><li>Introduction to the PROFIT account management model</li><li>Using practical tools to measure account performance and success</li><li>Planning your account strategy - red flags and green lights</li></ul> <h3>2 Relationships for account management</h3><ul><li>How to build and manage key relationships</li><li>Producing a 'relationship matrix'</li><li>Developing a coach or advocate</li></ul> <h3>3 Setting objectives for your account</h3><ul><li>Developing an upselling cross-selling strategy</li><li>Setting jointly agreed goals, objectives and business plans</li><li>Planning session</li></ul> <h3>4 Feedback and Retention - building loyal and satisfied customers</h3><ul><li>How to monitor and track your customer's satisfaction</li><li>Building a personalised satisfaction matrix</li><li>Customer service review meetings</li></ul> <h3>5 Influence</h3><ul><li>Getting your message and strategy across to C-level contacts</li><li>Being able to better develop a business partnership within an accountes</li></ul> <h3>6 Teamwork and time management</h3><ul><li>Working with others to achieve your account goals</li><li>Managing and working with a virtual team</li><li>Managing your time and accounts effectively</li></ul> <h3>7 Gaining commitment and closing the sale</h3><ul><li>Knowing when to close for commitment</li><li>How to ask for commitment professionally and effectively</li><li>Key negotiation skills around the closing process - getting to 'yes'</li><li>Checklist of closing and negotiation skills</li><li>Practice session</li></ul> 


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The In House Training Company

Account Manager

Account Management

Sales Management

Management Accountant

Manager Training

Management Skills

Account management (In-House)

<p>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.</p><p>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.</p><p>By the end of the session, participants will be able to:</p><ul><li>Apply Agile concepts to self-manage their work</li><li>Understand the roles people take on in Agile teams</li><li>Use a variety of techniques to help deliver customer satisfaction</li><li>Focus on delivering against priorities</li><li>Employ a range of estimating techniques</li></ul><section>
                    <h3>1 Introduction</h3><ul><li>Overview of the programme</li><li>Review of participants' needs and objectives</li></ul> <h3>2 The basics of Agile</h3><ul><li>What makes Agile different</li><li>Agile Manifesto and Principles</li><li>Using feedback to deliver what is needed</li></ul> <h3>3 Agile teams</h3><ul><li>Multi-disciplinary teams</li><li>Team size and empowerment</li><li>Agile values</li></ul> <h3>4 Agile at the team level - Scrum</h3><ul><li>Scrum roles</li><li>Scrum 'events'</li><li>Scrum 'artifacts'</li></ul> <h3>5 Agile for teams juggling multiple demands - Kanban</h3><ul><li>Taking control of the work</li><li>Improving throughput</li><li>Dealing with bottlenecks</li></ul> <h3>6 Agile in projects - AgilePM</h3><ul><li>The phases of an Agile project</li><li>Managing change requests</li><li>Delivering on time</li></ul> <h3>7 Estimating</h3><ul><li>T-shirt / Pebble sizing</li><li>Yesterday's weather</li><li>Planning poker</li></ul> <h3>8 Pick 'n' mix - some useful techniques</h3><ul><li>The daily stand-up</li><li>User stories</li><li>Retrospectives</li><li>Work-in-process limits</li><li>Burndown charts</li><li>Minimum viable product</li><li>A / B testing</li></ul> <h3>9 Review and action planning</h3><ul><li>Identify actions to be implemented individually</li><li>Conclusion</li></ul> 


                </section>

Agility

Agile Business Analyst

Certified SAFe Agilist

ICP-ACC (ICAgile Certified Agile Coaching)

Agile

ACP (Agile Certified Practitioner)

Agile: an introduction (In-House)

<p>The principles of effective time management are applicable to all aspects of life. When successfully applied in a sales environment they can lead to improved performance, higher sales and increased customer satisfaction. All salespeople would benefit from learning the tools and techniques to introduce impactful time management to their working lives.</p><p>We have developed this programme to be practical, fun and interactive. Participants will better understand how to increase the amount of time spent on high-value sales activities, be able to improve their self-motivation and ability to get more done, and be better able to plan, delegate and speed up routine tasks.</p>This course will help participants:<ul><li>Learn key principles of managing sales priorities, meeting targets and getting 'everything' done!</li><li>Learn proven techniques for structuring your day, week and normal routine</li><li>Develop effective sales time management at the office and on the road</li><li>Learn a seven-step process for setting goals and objectives in your work and personal life</li><li>Understand how to make time for sales prospecting, designated call days</li><li>Understand practical ways to improve your time management</li></ul><section>
                    <h3>1 Key principles of sales time management</h3><ul><li>Course objectives and review of time log</li><li>Essential principles of sales time management</li><li>How do you use your time now?</li><li>Reviewing your working day (from pre-course survey)</li><li>Beliefs and feelings about time</li></ul> <h3>2 Managing sales priorities and planning systems</h3><ul><li>Managing priorities and planning systems</li><li>Use organised persistence to plan your sales activity</li><li>Planning your territory and prospecting activity</li><li>How to use priority ratings not urgency to react to tasks</li></ul> <h3>3 Dealing with distractions and communication skills</h3><ul><li>Know your time 'bandits' and creating more positive habits to overcome them</li><li>Making time by saying 'no' assertively and managing expectations</li><li>Assertiveness techniques for handling colleagues and clients</li><li>Making meetings worthwhile - preparation and planning</li></ul> <h3>4 Sales goal setting and action planning</h3><ul><li>Set clear, concise, and motivating sales goals and action plans</li><li>How to set and use goal setting as way of managing your time and increasing results</li><li>The principles of linking SMART objectives to action plans and daily activities</li></ul> <h3>5 Creating results focus - every day, week, and month</h3><ul><li>Batch sales tasks together, starting with emails</li><li>Planning your day and week and protecting sales 'prime' time</li><li>Apply the 80/20 to your sales contacts, clients, and prospects</li></ul> <h3>6 Overcoming procrastination and structuring your day</h3><ul><li>Understanding procrastination, what it is and how to recognise it in yourself and others</li><li>How to stop procrastinating and start making progressing</li><li>Build a power prospecting hour into every day</li><li>Smart stuff to make more sales time: five automated tools</li><li>Live the $64,000 dollar question</li></ul> 


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Sales Manager

Office Skills & Productivity

Time Management

Personal Productivity

Sales time management (In-House)

<p>When staff are new to sales it can seem daunting, especially when they have targets to meet. If the staff you need to promote your products and services get it wrong then it can knock their confidence and negatively impact how your customers see you as an organisation.</p><p>This programme provides staff with the basic skills they need to sell.</p>This course will help participants:<ul><li>Profile customers</li><li>Research and identify potential new customers</li><li>Use the consultative sales process</li><li>Build effective rapport with customers</li><li>Identify customer needs through effective questioning and listening</li><li>Position products and services effectively</li><li>Close the sale or gain commitment to further action</li><li>Manage their customer portfolio to maximise sales</li></ul><section>
                    <h3>1 Introduction</h3><ul><li>Aims and objectives of the training</li><li>Personal introductions and objectives</li><li>Self-assessment of existing sales skills</li><li>Overview of content</li></ul> <h3>2 Knowing your customers</h3><ul><li>Who are your customers, and what do they want from you?</li><li>What are your strengths, compared to your competitors?</li><li>Who are your new potential customers?</li><li>How do you communicate with new customers?</li><li>What do you need to know about your customers before you start to sell?</li><li>Making the initial approach</li><li>Planning your pipeline - keeping the customers coming</li></ul> <h3>3 The four-step sales process</h3><ul><li>Overview of the consultative sales process</li><li>Key benefits of using the consultative sales process</li><li>Focusing on behaviours not targets</li><li>The behaviours of a good salesperson</li><li>Common pitfalls and mistakes</li><li>Personal strengths and weaknesses</li></ul> <h3>4 Building rapport</h3><ul><li>First impressions - Mehrabian theory of communication</li><li>Short cuts to building rapport</li><li>Looking out for clues as to how the customer is thinking</li><li>Looping back to keep the conversation flowing</li><li>Acknowledging past communication</li><li>Dealing with emotions such as anger</li><li>Setting the agenda to keep control</li><li>Getting past gatekeepers</li></ul> <h3>5 Questioning and listening</h3><ul><li>How to ask open questions to uncover information</li><li>Left brain questions</li><li>When closed question can be useful</li><li>What stops us listening?</li><li>The four levels of listening</li><li>How to develop your listening skills</li></ul> <h3>6 Presenting products and services to customers</h3><ul><li>When to present</li><li>Using benefits not features</li><li>Making it personal</li><li>Using reciprocity</li><li>The tendency towards the middle</li><li>Using consistency</li></ul> <h3>7 Gaining commitment</h3><ul><li>Testing the water</li><li>Dealing with objections using ACLEO</li><li>Asking for the business</li><li>Getting referrals</li><li>Ending with a personalised close</li><li>Following-up</li></ul> <h3>8 Managing your customer pipeline</h3><ul><li>Spotting opportunities for cross-sales</li><li>Managing your portfolio</li><li>Maximising sales proactively</li><li>Review meetings</li><li>Customer satisfaction measures and surveys</li><li>Mystery shopping</li></ul> <h3>9 Putting it all together</h3><ul><li>Skills practice</li><li>Personal learning summary and action plans</li></ul> 


                </section>

Online Course Marketing

Professional Selling Skills (PSS)

Meeting Skills

Counselling Skills

Presentation Skills

Introduction to sales (In-House)

<p>If you're looking to move to the next level in your career in sales, then understanding how to maximise your sales results, using a consultative and structured approach, will be key to your success. In order to develop the competitive advantage that enables you to stand out from the crowd, it is important to understand the tools and techniques to take your selling to new heights and build the confidence to apply them in work-based scenarios.</p><p>We have developed this programme to be practical, fun and interactive. Learners will gain a range of practical skills that they can take back and apply to the workplace straight away, that will have a positive impact on sales and customer satisfaction.</p>This course will help participants:<ul><li>Develop a structured and client-focused approach to creating high quality sales opportunities and account growth</li><li>Learn persuasion and influencing skills to better define needs and develop opportunities</li><li>Understand how to have better sales conversations, presentations, and proposals - leading to higher order value and increased sales</li><li>Develop advanced sales questioning skills and techniques; understand the importance of listening</li><li>Understand how to add value at all stages; plus gaining competitive advantage</li><li>Develop proven ways to overcome and reduce price pressure</li><li>Know when to use options and upselling when presenting products and solutions</li><li>Develop techniques and skills for improved negotiation and closing</li></ul><section>
                    <h3>1 Advanced Selling - How to Increase your sales results</h3><ul><li>Review of pre-course data and questionnaire</li><li>The AVC model of increasing your sales results</li><li>Creating a sales growth plan to achieve higher sales targets</li><li>Mapping the accounts and products for targeted growth</li></ul> <h3>2 The Four Cs to structure a sales call</h3><ul><li>Research before the meeting or call; setting objectives, planning and preparation</li><li>How to gain instant rapport and taking control - including online meetings</li><li>Qualifying and initial questioning skills</li><li>Creating an agenda and first-meeting structure: Four Cs</li><li>Planning and practice sessions</li></ul> <h3>3 Building bigger and better sales opportunities</h3><ul><li>How to use questions to 'build' more opportunities</li><li>Learning and using high-impact and third-level questions</li><li>Advanced sales questioning techniques: five questioning techniques</li><li>Qualifying and gaining commitment to the next stage</li><li>Planning and practice sessions - advanced questioning skills</li></ul> <h3>4 Presentation and persuading skills best practice</h3><ul><li>Compelling benefits and reducing perceived risk - key messages to deliver</li><li>Helping the customer choose your proposition by using options</li><li>Professional and effective presentation skills</li><li>Writing compelling sales proposals that improve your conversion rate</li><li>Planning and practice session - presenting your solution</li></ul> <h3>5 Overcoming concerns and client questions</h3><ul><li>Proven techniques for answering client objections and concerns</li><li>How to isolate, prioritise and answer objections, including price</li><li>Overcoming delay and procrastination</li><li>Planning and practice session - answering client concerns</li></ul> <h3>6 Gaining commitment and closing the sale</h3><ul><li>Knowing when to close for commitment</li><li>How to ask for commitment professionally and effectively</li><li>Key negotiation skills around the closing process - getting to 'yes'</li><li>Checklist of closing and negotiation skills</li><li>Practice session</li></ul> 


                </section>

Coaching Skills

Increasing sales results (In-House)

<p>This programme has a simple objective: to help a sales team create and implementa comprehensive account development plan.</p><p>If you want to earn strategic partner or preferred supplier status with your clients and customers then you need to add value to their business, consistently, and you can only do this if you have a plan - a key account management plan.</p>This programme will help participants:<ul><li>Discover opportunities - through a deeper understanding of the customer's business</li><li>Develop partnership - through a better 'value proposition' for the customer</li><li>Increase repeat business - based on higher customer satisfaction</li><li>Improve synergy - by getting everyone to 'sing from the same hymn sheet'</li><li>Develop a collaborative account plan - validated by the customer and their own management</li><li>Secure resources - management <em>will</em> align resources to execute <em>soundly based</em> account plans</li><li>Win an increased share of 'customer wallet' - through systematic account development</li></ul><section>
                    <h3>1 The six principles of strategic account development</h3><ul><li>Introduction to the PROFIT account development model:<ul><li>- Performance</li><li>- Relationships</li><li>- Objectives and goals</li><li>- Feedback</li><li>- Integration</li><li>- Teamwork</li></ul></li><li>Practical account development strategies: overview and case studies</li></ul> <h3>2 Performance</h3><ul><li>Use practical tools to help you manage and measure account performance and success</li><li>Design and build a monthly account dashboard for all sizes of account</li><li>Prioritise and manage accounts and customers pro-actively and successfully, using proven planning tools</li><li>Develop a cross-selling strategy to integrate products or solutions into the customer's business as closely as possible</li></ul> <h3>3 Relationships</h3><ul><li>How to build and manage key relationships within an account</li><li>Qualifying and managing key influencers accurately</li><li>Producing a 'relationship matrix' for each account quickly and easily</li><li>Approaching and developing new contacts strategically</li><li>Tools and techniques for successful tracking of contacts and call-backs</li><li>Developing a coach or advocate in every customer organisation pro-actively</li></ul> <h3>4 Objectives and goals</h3><ul><li>Where are you now? - how to establish your competitive position within an account</li><li>Know how to set, monitor and track key objectives for accounts over the short, medium and long term</li><li>Selling against the competition - developing both long- and short-term sales strategies</li></ul> <h3>5 Feedback - building loyal and satisfied customers</h3><ul><li>The correct way to manage customer expectations and create listening loops within an account</li><li>How to monitor and track your customer's perception and satisfaction with your organisation</li><li>Building a personalised satisfaction matrix for each account</li><li>Customer review meetings - best practice in building loyalty by regular joint planning events</li><li>Understanding the concept of long-term customer value and the importance of adapting a customer-focused attitude</li></ul> <h3>6 Integration</h3><ul><li>How to integrate your products or solutions with the customer's business needs and processes</li><li>Spot and react to early warning signals that may cause an account's loyalty to fade, reduce revenue or switch to a competitor</li><li>Developing a loyalty strategy for key accounts or groups of smaller accounts</li><li>Getting your message and strategy across to C-level contacts</li></ul> <h3>7 Teamwork</h3><ul><li>Working with others to achieve your account goals</li><li>Gaining internal commitment from your organisation</li><li>Managing and working with a virtual team</li><li>Creating cross-departmental communication loops</li></ul> <h3>8 Putting it all together</h3><ul><li>Personal account reviews</li><li>Personal learning summary and action plans</li></ul> 


                </section>

ACCA Strategic Business Leader (SBL)

Coaching & Consulting Business

Business Development

Key account management (In-House)

<p>Masterclasses? Refreshers? Introductions?</p><p>It depends what you're looking for and where you want to pitch them, but here are six tried-and-tested highly focused sessions that organisations can take individually or as a series, to help develop their teams' project management capabilities one topic at a time.</p>Objectives for each individual session are set out below, as part of the session outlines.<p>Taken together, as a series, however, these modules are an ideal opportunity to develop your team's levels of project management capability maturity, whether that's by introducing them to the basic principles, refreshing them on best practice, or giving them the opportunity to really drill down into a specific area of challenge in your particular operating environment.</p><section>
                    <h3>Session outlines</h3> 1 Stakeholder management <h3>Session objectives</h3>This session will help participants:<ul><li>Understand why stakeholders matter to projects</li><li>Be able to identify and engage stakeholders</li><li>Be able to categorise stakeholders by their significance</li></ul> <h3>1 Key principles</h3><ul><li>What does 'stakeholder' mean - in theory?</li><li>What does this mean in practice?</li><li>Why stakeholders matter</li><li>Consequences of missing stakeholders</li><li>The stakeholder management process:<ul><li>Identify</li><li>Assess</li><li>Plan</li><li>Engage</li></ul></li></ul> <h3>2 Identifying stakeholders</h3><ul><li>Rapid listing</li><li>CPIG analysis</li><li>PESTLE analysis</li><li>Drawing on the knowledge and experience of others</li><li>Other ways to identify stakeholders</li></ul> <h3>3 Assessing stakeholders</h3><ul><li>Which stakeholders are significant?</li><li>Stakeholder radar</li><li>Power-interest maps</li><li>Power-attitude maps</li></ul> <h3>4 Planning</h3><ul><li>The adoption curve</li><li>Dealing with obstacles</li><li>Who should engage which stakeholder?</li><li>How should the project's organisation be structured?</li><li>How will communication happen?</li></ul> <h3>5 Engaging</h3><ul><li>Seven principles of stakeholder engagement</li></ul> 2 Requirements and prioritisation <h3>Session objectives</h3>This session will help participants:<ul><li>Understand how clarity of requirements contributes to project success</li><li>Use different techniques for prioritising requirements</li><li>Agree requirements with stakeholders</li><li>Manage changes to requirements</li></ul> <h3>1 Understanding and managing stakeholder needs and expectations</h3><ul><li>What are 'requirements'?</li><li>What is 'requirements management'?</li><li>Sources of requirements - and the role of stakeholders</li><li>Are stakeholders sufficiently expert to specify their needs?</li><li>Do they understand the detail of what they want, or do they need help to tease that out?</li><li>What do stakeholders want to achieve?</li><li>Working within constraints</li><li>Prioritising requirements - three techniques</li></ul> <h3>2 MoSCoW prioritisation</h3><ul><li>'Must have', should have', 'could have, 'won't have this time'</li><li>When to use MoSCoW</li></ul> <h3>3 The Kano Model</h3><ul><li>Customer satisfaction - 'attractive' and 'must-be' qualities</li><li>When to use Kano</li></ul> <h3>4 Value-based prioritisation</h3><ul><li>Understanding risk <em>v</em> value</li><li>Using risk <em>v</em> value to prioritise features and schedules</li></ul> <h3>5 Agreeing requirements</h3><ul><li>Perfect <em>v</em> 'good enough'</li><li>Establishing acceptance criteria</li><li>Requirements traceability</li><li>Agreeing project scope</li></ul> <h3>6 Changing requirements</h3><ul><li>Why requirements change</li><li>Why change control matters</li><li>Impact on projects</li><li>A formal change control process</li><li>Paying for change - managing change for different types of project</li></ul> 3 Estimating <h3>Session objectives</h3>This session will help participants:<ul><li>Understand the different purposes estimates satisfy</li><li>Be able to use different estimating techniques</li><li>Understand how to achieve different levels of accuracy</li></ul> <h3>1 Key principles</h3><ul><li>What's an estimate? Informed guesswork</li><li>What needs to be estimated? Costs, resources, effort, duration</li><li>Tolerances</li><li>Precision <em>v</em> accuracy</li></ul> <h3>2 Estimating through the lifecycle</h3><ul><li>Start</li><li>Plan</li><li>Do</li></ul> <h3>3 Early estimates</h3><ul><li>Comparative ('analogous') estimating</li><li>Parametric estimating</li><li>Using multiple estimating techniques</li></ul> <h3>4 Bottom-up estimating</h3><ul><li>Bottom-up ('analytical') estimating</li><li>Pros</li><li>Cons</li></ul> <h3>5 Three-point estimating</h3><ul><li>Three-point ('PERT': Programme Evaluation and Review Technique) estimating</li><li>Uncertainty and the range of estimates</li><li>Calculating a weighted average</li><li>Three-point with bottom-up</li></ul> 4 Scheduling <h3>Session objectives</h3>This session will help participants:<ul><li>Understand how to create a viable schedule</li><li>Be able to use different forms of schedule</li><li>Understand the concept of the critical path</li></ul> <h3>1 Key principles</h3><ul><li>The planning horizon</li><li>Rolling wave planning</li><li>Release planning</li></ul> <h3>2 Viable scheduling</h3><ul><li>Creating a viable schedule</li><li>Define the scope</li><li>Sequence the work</li><li>Identify the risks and build in mitigations</li><li>Identify the resources</li><li>Estimate the effort and durations</li><li>Check resource availability</li><li>Refine until a workable schedule is produced</li></ul> <h3>3 Critical path analysis</h3><ul><li>The critical path</li><li>Network diagrams</li><li>Sequence logic</li><li>Practical application:<ul><li>Network diagram with estimated durations</li><li>The 'forward pass'</li><li>The 'backward pass'</li><li>Calculating total float</li><li>Identifying the critical path</li><li>Calculating free float</li></ul></li><li>Gantt charts</li></ul> 5 Risk and issue management <h3>Session objectives</h3>This session will help participants:<ul><li>Understand the difference between risks and issues</li><li>Be able to identify and assess risks</li><li>Understand ways of mitigating risks</li><li>Manage issues</li></ul> <h3>1 Key principles</h3><ul><li>Understanding risk</li><li>Threats and opportunities</li><li>The risk management process<ul><li>Preparation - proactive risk management</li><li>The process - identify, assess, plan, implement</li><li>Stakeholder communication</li></ul></li><li>Roles and responsibilities</li><li>Risk management strategy</li><li>The risk register</li><li>Risk appetite</li></ul> <h3>2 Risk identification</h3><ul><li>Brainstorming</li><li>Interviews</li><li>Assumption analysis</li><li>Checklists</li></ul> <h3>3 Risk assessment and prioritisation</h3><ul><li>Probability, impact and proximity</li><li>Triggers</li><li>Qualitative risk assessment</li><li>Qualitative impact assessment</li><li>Qualitative probability assessment</li><li>Probability / impact grid</li><li>Bubble charts</li><li>Risk tolerance</li></ul> <h3>4 Planning countermeasures</h3><ul><li>To mitigate or not to mitigate?</li><li>Categories of risk response</li><li>Avoid and exploit</li><li>Reduce and enhance</li><li>Transfer</li><li>Share</li><li>Accept</li><li>Contingency</li><li>Secondary risks</li></ul> <h3>5 Issue management</h3><ul><li>What is an issue?</li><li>Tolerances</li><li>Issues and tolerances</li><li>The PRINCE2 view of issues</li><li>Ownership of issues</li><li>An issue management process</li><li>Issue register</li></ul> 6 Budgeting and cost control <h3>Session objectives</h3>This session will help participants:<ul><li>Understand what to include in a budget - and why</li><li>Choose - and use - the appropriate estimating technique</li><li>Align the budget with the schedule</li><li>Understand how to monitor spend and control costs</li><li>Trouble-shoot effectively to get projects back within budget</li></ul> <h3>Session format</h3>Flexible. The session can be tailored to the participants' average level of project management maturity - a 60-minute session (delivered virtually) is an effective introduction. A 90-minute session allows for more in-depth treatment. A half-day session (face-to-face or virtual) gives time for a more challenging workshop, particularly to discuss specific cost control issues with any of the participants' current projects. <h3>1 Where is the money coming from?</h3><ul><li>Can we pay from revenue? Do we need to borrow? How long will the project take to pay back?</li><li>The lifecycle of the budget</li><li>Through-life costs</li><li>Stakeholder involvement</li></ul> <h3>2 Estimating costs</h3><ul><li>Reminder: the relationship between estimates</li><li>Reminder: possible estimating techniques</li><li>What do we need to estimate?<ul><li>People</li><li>Equipment</li><li>Materials</li><li>Facilities and operating costs</li><li>Work package estimate</li><li>Estimated project costs</li></ul></li><li>Estimating agile projects</li></ul> <h3>3 Aligning budget and schedule</h3><ul><li>Scheduling and financial periods</li><li>Spreading the budget</li></ul> <h3>4 Reserves and agreeing the budget</h3><ul><li>Contingency reserve</li><li>Management reserve</li><li>Agreeing the budget</li></ul> <h3>5 Cost control</h3><ul><li>Planned spend over time</li><li>Actual spend over time</li><li>Work completed over time</li><li>Evaluating different scenarios: delivery <em>v</em> spend</li></ul> <h3>6 Trouble-shooting</h3><ul><li>Why are we where we are?</li><li>What has caused the project to spend at the rate it is?</li><li>Why is it delivering at the rate it is?</li><li>What are the root causes?</li><li>What can we do about it?</li></ul> 


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