Running a successful project requires skills in planning, budgeting, tracking deliverables and stakeholder management. An area that can be neglected by project managers is the 'people side' - not the project team themselves but the end-users, those who will be affected by the project. Too often there is a single line at the end of the project plan that says 'Comms and Training'. If people are going to have to work differently and learn some new processes, then there is work to be done by the project team to help them through the emotional side of the change. This session explores why it's important to bring people along when a change is being made. It will provide project teams with the skills and knowledge either to manage the people change plan themselves or to secure the right resources for their project. Understand the importance of the 'people side' of change 8 'Golden Rules' of change management - overview How to create a simple but effective change plan Adoption Benefits of good change management 1 Introduction Objectives and agenda People and projects - why is it important? The Change Curve - the emotional side of change 2 8 'Golden Rules' of change management - including... Role of the sponsor Communication Resistance to change 3 Change plan Elements of a change plan Change impact assessment Alignment with the project plan 4 Adoption Who owns the change? The vital role of the manager Feedback and action loops 5 Benefits Estimating the costs / benefits 6 Next steps Summary of key learning points Reflection on next steps 7 Close
This one-day introduction workshop is intended for users who need to get to grips with the essentials of Microsoft Outlook. It will provide you with the basic skills you need to effectively start using Outlook to manage your emails, calendar, contacts, tasks and notes. This course will help participants: Send messages with added email options applied Quickly file messages away for safe keeping Manage messages and attachments Organise calendar meetings and check other people's schedules Respond to a meeting request Create a contacts list Manage daily tasks Use reading and folder panes Create and manage folders Use auto reply Use notes Utilise Outlook's printing functionality 1 Getting started Using the reading pane Using the folder pane Changing inbox views Managing the to-do bar 2 Emailing messages Replying to and forwarding messages Adding message options Attaching files to an email message Opening and saving attachments 3 Outlook folders Creating and managing folders Moving messages into folders Adding folders to favourites Using search folder Always moving messages in conversation Automatically move messages with rules 4 Managing messages Using instant search Finding messages by criteria Grouping and sorting messages Categorising messages Adding message follow up flags Filtering messages with the people pane 5 Using auto reply Replying to messages whilst you are away Managing auto reply settings Applying rules to auto reply 6 Outlook calendars Adding and editing appointments Adding calendar reminders Moving and copying appointments Creating all day events Recurring appointments Sharing your calendar Opening another user's calendar 7 Planning a meeting Arranging meetings Inviting attendees to meetings Responding to meeting invites 8 Outlook contacts Creating and editing a contact Saving emails as contacts Finding contacts Sending messages to contacts Creating contact groups 9 Adding tasks Creating and editing tasks Completing tasks Assigning a task to another user Responding to a task request 10 Notes Creating and editing tasks Emailing notes Sticking notes on your desktop 11 Printing Printing messages Printing calendars Printing contacts
ChatGPT, along with other AI tools, aims not to replace the human touch in management, but to enhance it. By addressing repetitive, daily tasks, these tools free up managers to concentrate on core responsibilities like strategic decision-making, team development, and innovation. As we move further into the digital age, integrating tools such as ChatGPT isn't a luxury; it's the future of proactive leadership. In this guide, we'll delve into 10 practical ways through which AI can elevate your efficiency and refine the quality of your work. Gain familiarity with prominent AI tools in the market Efficiently compose and respond to emails Generate concise summaries of complex reports and data. Obtain quick insights, data, and research across varied topics Streamline the writing of articles, training notes, and posts Craft interview tests, form relevant questions, and design checklists for the hiring process 1 Streamlining emails An inbox can be a goldmine of information but also a significant time drain for managers. Here's how to optimise it: Drafting responses: Give the AI a brief, and watch it craft a well-structured response. Sorting and prioritising: By employing user-defined rules and keywords, ChatGPT can flag important emails, ensuring no vital communication slips through the cracks. 2 Efficient report writing Reports, especially routine ones, can be time-intensive. Here's a smarter approach: Automate content: Supply key data points to the AI, and let it weave them into an insightful report. Proofreading: Lean on ChatGPT for grammar checks and consistency, ensuring each report remains crisp and error-free. 3 Rapid research From competitor insights to market trends, research is a pivotal part of management. Data synthesis: Feed raw data to the AI and receive succinct summaries in return. Question-answering: Pose specific questions about a dataset to ChatGPT and extract swift insights without diving deep into the entire content. 4 Reinventing recruitment Hiring can be a lengthy process. Here's how to make it more efficient: Resume screening: Equip the AI to spot keywords and qualifications, ensuring that only the most fitting candidates are shortlisted. Preliminary interviews: Leverage ChatGPT for the initial rounds of interviews by framing critical questions and evaluating the responses. 5 Enhancing training Especially for extensive teams, training can be a monumental task. Here's how ChatGPT can assist: Customised content: Inform the AI of your training goals, and it will draft tailored content suitable for various roles. PowerPoint design: Create visually appealing slide presentations on any topic in minimal time.
Maximising the team's sales capability is the key aim for any sales manager. When sales people struggle to hit their targets, it falls to the sales manager to provide support and help colleagues to find their way again. One of the most effective techniques for sales managers to improve and maintain sales performance is by providing live sales coaching. Sales coaching encourages sales people to find their own solutions and take responsibility for their own development. This course will help participants: Develop people to fulfil their sales potential Provide motivational feedback Identify strengths and weaknesses of their team members Understand personal learning styles Identify and adapt for different personality styles Prepare and conduct on-the-job observations Motivate sales people to greater performance 1 How is sales coaching different from sales training? What is coaching? Discover how coaching empowers sales people Learn the best time to use sales coaching Decide which people should be coached first Creating a development plan 2 Understanding learning, behavioural and communication styles Use practical tools to help you assess individual styles Tap into the essence and energy of the person you are developing Understand your own learning, behavioural and communication preferences Develop a strategy to adopt for each member of your team Discover what motivates you and your salespeople to perform Appreciate how this knowledge will improve your sales conversion 3 Using the GROW coaching model Learn the secrets of a successful coaching session Discover the importance of SMART objectives and instructions Understand and capture what coachees are currently doing right Develop their problem-solving and decision-making skills Help your colleagues crystalise their plans and actions Provide follow-up opportunities to embed the learning 4 Giving motivational feedback Understand why effective feedback is so powerful in sales Learn key models for motivational feedback Discover how to manage and structure more difficult conversations Understand the power of positive reinforcement Encourage sales people to coach and support colleagues 5 Putting it into practice Use realistic scenarios to provide opportunities for practice Discover what it feels like to be coached Receive immediate feedback on your coaching style Share common performance issues with fellow sales managers Create a personal development plan 6 Preparing on-the-job observations and joint visits Build a strategy for coaching and team development Prepare an observation template for effective coaching Learn the key elements of preparation for your next coaching session Agree common areas to focus on with coachees 7 Action planning Personal action plans
Take your sales people from average to high performance. Motivate and develop experienced sales professionals with some new insights and learning. Applying NLP principles, techniques and models, this workshop will introduce the core attitudes and behaviours that differentiate the excellent sales person from the average one. The programme will help participants: Understand and adopt the mindset and beliefs needed for sales excellence Build rapport and connect with buyers at a deeper and more personal level Recognise some of the thinking and language patterns that make each individual unique Ask powerful questions to further understand the unique world of the individual and how they make decisions Apply tools and techniques to empathise with clients - seeing things from their perspectives Tailor their sales approach to the individual buyer's style, and talk in their language Influence with integrity and sell to organisations and individuals successfully 1 Introduction Aims and objectives of the programme Personal introductions and objectives Workshop overview 2 An introduction to NLP and sales excellence with NLP An overview of NLP and applying it to selling The pillars of NLP The NLP model of communication The difference that makes the difference 3 Building enhanced rapport Defining rapport and why it is important when selling Going beyond the initial small talk Building relationships with individual decision-makers Matching and mirroring Levels of rapport 4 Understanding the buyer's personal buying map How we take in, filter and process information How we judge others based on our own experiences of the world The different ways in which we communicate when selling Recognising and understanding the language and thinking patterns of others Adapting your sales communication style to different buyers 5 Making sense of the buying process How we filter information through our senses Understanding how we see, hear and experience the world Visual, auditory and kinaesthetic buyers Listening for key insights What different buyers want from you to help them to buy Applying sensory awareness to the sales process 6 Successful sales mindset The connection between thoughts and actions The sales beliefs of excellence Identifying negative thoughts and beliefs that are holding you back How to change your mindset Adopting the sales beliefs of excellence 7 Powerful questions Reviewing and honing your questioning skills Understanding the questions that great sales people ask Avoiding assumptions Clean language questions Getting to the bottom of it - precision questions Turbo-charging how you qualify 8 Influencing with integrity Understanding empathy Stepping into the buyer's shoes Speaking the buyer's language Tailoring your sales approach to the individual Match, pace, lead - how to take your buyer with you 9 Putting it all together Personal learning summary and action plans
No-one in business will succeed if they are not financially literate - and no business will succeed without financially-literate people. This is the ideal programme for managers and others who don't have a financial qualification or background but who nonetheless need a greater understanding of the financial management disciplines essential to your organisation. This course will give the participants a sound understanding of financial reports, measures and techniques to make them even more effective in their roles. It will enable participants to: Overcome the barrier of the accountants' strange language Deal confidently with financial colleagues Improve their understanding of your organisation's finance function Radically improve their planning and budgeting skills Be much more aware of the impact of their decisions on the profitability of your organisation Enhance their role in the organisation Boost their confidence and career development 1 Review of the principal financial statements What each statement containsOutlineDetail Not just what the statements contain but what they mean Balance sheets and P&L accounts (income statements) Cash flow statements Detailed terminology and interpretation Types of fixed asset - tangible, etc. Working capital, equity, gearing 2 The 'rules' - Accounting Standards, concepts and conventions Fundamental or 'bedrock' accounting concepts Detailed accounting concepts and conventions What depreciation means The importance of stock, inventory and work in progress values Accounting policies that most affect reporting and results The importance of accounting standards and IFRS 3 Where the figures come from Accounting records Assets / liabilities, Income / expenditure General / nominal ledgers Need for internal controls 'Sarbox' and related issues 4 Managing the budget process Have clear objectives, remit, responsibilities and time schedule The business plan Links with corporate strategy The budget cycle Links with company culture Budgeting methods'New' budgetingZero-based budgets Reviewing budgets Responding to the figures The need for appropriate accounting and reporting systems 5 What are costs? How to account for them Cost definitions Full / absorption costing Overheads - overhead allocation or absorption Activity based costing Marginal costing / break-even - use in planning 6 Who does what? A review of what different types of accountant do Financial accounting Management accounting Treasury function Activities and terms 7 How the statements can be interpreted What published accounts contain Analytical review (ratio analysis) Return on capital employed, margins and profitability Making assets work - asset turnover Fixed assets, debtor, stock turnover Responding to figures EBIT, EBITEDIA, eps and other analysts' measure 8 Other key issues Creative accounting Accounting for groups Intangible assets - brand names Company valuations Fixed assets / leased assets / off-balance sheet finance
This programme concentrates on the core planning skills needed to develop sound practical project plans in a team environment. This enables the plan to be modified should requirements change or difficulties arise. The programme also gives participants the confidence to practise those skills and apply them in the work environment and deliver their projects more successfully in the future. Participants learn fundamental project management concepts and terminology, demystifying the project management process, and, in particular, how to: Break a project down into manageable sections and ensure nothing is left out Understand and apply estimating techniques to develop realistic estimates Sequence work effectively and carry out critical path analysis to determine project duration and which tasks to pay closest attention to Manage project risk effectively to protect project value Monitor, control and re-plan the project to best keep it on track Close out the project and ensure the project comes to an orderly end 1 Introduction Self-introductions and personal objectives Course objectives Sharing of project issues 2 Project management concepts Characteristics of a project and what should be kept as operational responsibilities Understanding the triple and quadruple constraints - and their limitations Prioritising requirements through the MOSCOW technique Product v project life cycle Key project roles and responsibilities - the importance of sponsorship and clarity of roles 3 Starting a project, and the importance of the terms of reference / project brief Avoiding the pressure to 'just do it'! The importance and benefits of planning The best time to learn! Initial project documentation - the BOSCARDI approach 4 Breaking the work down Understanding alternative breakdown structures such as the product breakdown structure and work breakdown structure Guidelines for creating a work breakdown structure to ensure the full work scope is identified 5 Estimating Alternative estimating techniques and associated confidence levels Further considerations - loss and resource factors 6 Organising the work Use of network diagrams to develop a clear sequence of work Critical path analysis and calculating the project duration and task float - and usage 7 The management of project risk Understanding the nature of project risk The risk analysis and risk management processes How to best manage threats and opportunities Running a risk workshop Using the risk register 8 Scheduling the work The importance of the Gantt chart and understanding its limitations The Gantt chart layout and using alternative views such as the tracking Gantt Using alternative dependencies 9 Resource issues Assigning resources and resolving resource overloads Crashing and fast-tracking your project and potential issues to look out for 10 Controlling the project The control cycle and alternative feedback mechanisms Alternative progress reporting Assessing the impact The importance of re-planning The benefits of control Change control - the importance of impact analysis The steps of change control and the use of the issue register 11 Closing the project The project closure checklist Reviewing the project - things to avoid Developing meaningful lessons and ensuring they are applied effectively The post-project review - its importance to the organisation
This course starts with the basics then moves seamlessly to an intermediate level. It includes a comprehensive yet balanced look at the four main components that make up Power BI Desktop: Report view, Data view, Model view, and the Power Query Editor. It also demonstrates how to use the online Power BI service. It looks at authoring tools that enables you to connect to and transform data from a variety of sources, allowing you to produce dynamic reports using a library of visualisations. Once you have those reports, the course looks at the seamless process of sharing those with your colleagues by publishing to the online Power BI service. The aim of this course is to provide a strong understanding of the Power BI analysis process, by working with real-world examples that will equip you with the necessary skills to start applying your knowledge straight away. 1 Getting started The Power BI process Launching Power BI Desktop The four views of Power BI Dashboard visuals 2 Connecting to files Connect to data sources Connect to an Excel file Connect to a CSV file Connect to a database Import vs. DirectQuery Connect to a web source Create a data table 3 Transforming data The process of cleaning data Column data types Remove rows with filters Add a custom column Append data to a table Fix error issues Basic maths operations 4 Build a data model Table relationships Manage table relationships 5 Merge queries Table join kinds Merging tables 6 Create report visualisations Creating map visuals Formatting maps Creating chart visuals Formatting chart Tables, matrixes, and cards Control formatting with themes Filter reports with slicers Reports for mobile devices Custom online visuals Export report data to Excel 7 The power query editor Fill data up and down Split columns by delimiter Add conditional columns Merging columns 8 The M formula Creating M functions Create an IF function Create a query group 9 Pivot and unpivot tables Pivot tables in the query editor Pivot and append tables Pivot but don't summarise Unpivot tables Append mismatched headers 10 Data modelling revisited Data model relationships Mark a calendar as a date table 11 Introduction to calculated columns New columns vs. measures Creating a new column calculation The SWITCH function 12 Introduction to DAX measures Common measure categories The SUM measure Adding measures to visuals COUNTROWS and DISINCTCOUNT functions DAX rules 13 The CALCULATE measure The syntax of CALCULATE Things of note about CALCULATE 14 The SUMX measure The SUMX measure X iterator functions Anatomy of SUMX 15 Introduction to time intelligence Importance of a calendar table A special lookup table The TOTALYTD measure Change year end in TOTALYTD 16 Hierarchy, groups and formatting Create a hierarchy to drill data Compare data in groups Add conditional formatting 17 Share reports on the web Publish to the BI online service Get quick insights Upload reports from BI service Exporting report data What is Q&A? Sharing your reports 18 Apply your learning Post training recap lesson
At some point in your life you will have attended a training course or workshop, but what happens when you are asked to deliver one? Some people relish the opportunity while others are challenged by it. Whatever you feel about training others, it is a skill that is admired and can be studied and learned. With the trainer you will be learning the techniques, skills and understanding you need and you will have the chance to deliver a short training session to others, receive feedback and having the confidence to deliver it for real in your job. The training will comprise one day followed by a half day when all those able to attend will deliver and have feedback on a 20 minute training activity. To be able to create and maintain an environment conducive to learning and engagement To understand basic learning theory and practice and the difference between training, facilitating and learning To understand how adults learn and how to apply it as a trainer To be able to plan and deliver a training activity using the appropriate set of skills and behaviours To be able to review and evaluate learning and identify how outcomes are met To manage the learning process and the participant engagement in the training environment To be able to present effectively and appropriately to a variety of audiences To deliver and receive feedback on a short delivered training activity with peers To review and evaluate learning and have an action plan to take back and put into practice DAY ONE (full-day) 1 Welcome, housekeeping, how the day will be run Introductions (and making the most of them) Warm up - breaking the ice followed by review and feedback Creating an environment conducive to learning and engagement; managing expectations well as a trainer Group task with feedback and review in plenary 2 What is training and how do adults learn? Trainer input: David Kolb's Learning Cycle Group tasks 3 How to plan a session and what to include - trainer input Starting at the end and working backwards Linking outcomes to purposeful activities Practice task and planning time for day two using a template 4 The skills and behaviours of a brilliant trainer Modelling skills and behaviours Creative task and discussion 5 Mini reviewing task De-brief - using reviewing in training 6 How to manage the process Trainer input followed by practice Paying conscious attention to language (verbal and non verbal), feelings and responses in the room and managing yourself as a trainer 7 The trainer's toolkit #1 Key tools, materials and templates Choosing different tools and approaches with different audiences Know your audience 8 The trainer's toolkit #2 Key tools, materials and templates continued Addressing trainer good practice 9 Review, evaluation and action planning activities Why and what should we be evaluating and why it's important Action planning task Group review task DAY TWO (half-day) The day will comprise a series of 30 minute timed sessions where each delegate will present and deliver a training activity with the group. The training activity will be prepared and planned in advance and will take 20 minutes (+ or - 2 minutes) to deliver in real time. This will be followed by review and feedback from the trainer and peers to complete the total of 30 minutes as a time slot. Reiteration of the task and discussion can take place with the trainer if needed, and there is time included in Day One to support the training planning.
This workshop has been designed to help managers understand their responsibilities and what they need to do to ensure compliance with current workplace legislation - including the fire safety and CDM regulations. The day will cover the legal background - including an appreciation of how safety legislation has evolved and why; the logic behind recent developments and the implications for staff and employers; key areas of current legislation; roles and responsibilities in health and safety management, including monitoring contractors and suppliers effectively; implementing sound health and safety policies and procedures; getting staff on board, and implementing effective systems. Also, recognising potential risks and hazards and developing strategies to minimise their impact in the workplace. This course will give participants an understanding of: The broader context of the key areas of health and safety regulation which apply to your organisation Existing health and safety practice and guide them in how to shape and implement an effective health and safety policy What they should do and the procedures to support it Potential areas of risk in the workplace - and how to take action to minimise the threat to staff safety How sound health and safety processes can contribute to business performance 1 Understanding the workplace legislation Overview of health and safety and workplace legislation Compliance, the role of the facilities manager, and who is accountable? Breakout session to discuss where we are now and to highlight issues of concern Applying required policies and procedures Developing and implementation/review of the safety policy Communicating with users, clients and contractors Health and safety manual 'Selling' health and safety 2 Key legislation - a practical working guide Asbestos Regulations Construction (Design and Management) Regulations 2007 / 2015 Control of Substances Hazardous to Health (COSHH) Regulations Disability Discrimination Act (DDA) Display Screen Equipment (DSE) Regulations 1992 Electricity at Work Regulations 1989 Fire Precautions (Workplace ) Regulations 2006 Health and Safety (Consultation with Employees) Regulations 1996 Health and Safety (First Aid) Regulations 1981 Health and Safety at Work etc. Act 1974 Management of Health and Safety at Work Regulations 1992 Manual Handling Operations Regulations 1992 Portable Appliance Testing (PAT) Provision and Use of Work Equipment Regulations 1992 REACH - Registration, Evaluation, Authorisation and restriction of Chemicals Reporting of Injuries, Diseases, and Dangerous Occurrences Regulations (RIDDOR) 1995 Waste Electrical and Electronic Equipment (WEEE) Regulations 2006 Work Equipment Regulations 3 Controlling contractors Understanding the Regulations Selecting and assessing contractors Understanding and setting accountability Why a method statement? How to apply a permit to work system Safe systems of work Round-table discussion to bring out issues from participants' own experience 4 Risk assessment Understanding your hazards Identifying specialist areas How to undertake these assessments Implementation of sound systems and processes Syndicate exercise identifying where assessments are needed and carrying out assessments 5 Keeping the work environment safe Sick building syndrome and legionella Asbestos Waste management Pest control Provisions for first aid Accident reporting and investigation At-work driver safety Security 6 Fire safety Understanding the Regulatory Reform Fire Safety Order Fire certificates The fire risk assessment Testing fire-fighting equipment? Emergency procedures Workshop to examine the procedures for dealing with different types of emergencies 7 Ergonomics programme Ergonomics - important or irrelevant? Are you complying with HSE regulations? Furniture and equipment Display screen equipment assessments Homeworking - your concern or not? Syndicate exercise to review what to do when relocating or refurbishing an office 8 Inspecting and auditing Role of Health and Safety Executive Inspectors - 'be prepared' FM role Staff/trade union involvement Independent audits Records and reports Communicating the results 9 Action plan Participants to list actions they need to take after the course