This very practical workshop is designed to enable participants to improve the impact, clarity and accuracy of their business documents - both internal and external.: This workshop will help participants: Identify the purpose of writing their documents - to themselves and to their readers Recognise and meet the needs of their readers Plan documents systematically and improve the layout, flow and structure Express the content more clearly, concisely and correctly Adapt the tone and style of writing to the circumstances Proof-read and edit work effectively, using formal marks and techniques Improve visual layout, format and appearance 1 Course objectives Welcome and Introductions The problems now - group discussion 2 Writing better business documents What points to highlight / exclude Starting off Introductions Conclusions Executive summaries 3 Rules and standards George Orwell's famous maxim Why write? - clarifying your aims and objectives A seven-step method for better preparation The three-stage process for writing well Grouping information for your reader 4 Proof-reading and editing The difference between proof-reading and editing Proof-reading methods and strategies Proof-reading marks and techniques Training your eye for detail Knowing what to look for 5 Effective editing Grammar and English standards Words - usage and spelling Sentences - units of thought Paragraphs - themes Punctuation - spotting and correcting common errors Say what you mean - active v passive language 6 How's your English? Grammar quizzes and punctuation test Spotting spelling errors Rephrasing jargons and clicheÌs Common error's and mistakes 7 Document layout House style Use of white space Fonts and effects 8 One-to-one workshops These are practical sessions with one-to-one consultation with colleagues and the trainer They are held at key points to consolidate the learning from different sessions 9 Course summary Summary of key points Action plans
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
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 very practical two-day workshop analyses the content and implications of key MoD terms and conditions of contract. The programme explains the principles and terminology of the contractual aspects of defence procurement as well as considering a number of relevant policies and initiatives. The course covers key components, constructs and methodologies associated with any commercial venture entered into with the UK MoD. Starting at the MoD organisational level the workshop sets the scene by looking at the acquisition process and organisation, detailing the various roles and responsibilities of MoD personnel. The workshop provides an in-depth examination of MoD DEFCONs and many narrative terms, setting them in the context of the organisation and its structures. The workshop helps participants to gain an understanding of the content and purpose of the range of MoD DEFCONs and narrative conditions commonly used throughout the acquisition lifecycle. It includes a review of Part 2 of the Defence Reform Act 2014 regarding Single Source Pricing, which comes into effect in 2015 and is already starting to be applied to significant contracts. On completion of this programme the participants will understand the terminology associated with the MoD terms and conditions of contract and will have an accurate view of their relevance, usage and their legal basis and how they can affect contractual and commercial decision-making. They will have gained an insight into defence acquisition contracting and they will be more commercially aware. DAY ONE 1 The commercial environment Key roles and responsibilities of the MoD organisations at the heart of the acquisition process 2 Tendering to MoD An appraisal of some of the obligations placed upon contractors when they are submitting a proposal to the MoD pre-contract 3 Standardised contracting MoD have introduced non-negotiable standardised contracts for certain levels of procurement. This section considers their use and relevance to defence contracting 4 Pricing, profit, post-costing and payment The parameters specific to a costing structure and the differences between competitive and non-competitive bidding The role of the QMAC, the profit formula, the requirements for equality of information and post-costing Different types of pricing and issues surrounding payment 5 Defence Reform Act - Single Source Pricing Single Source Pricing under Part 2 of the new Defence Reform Act Changes from the existing position, how contractors are affected and the compliance regime that accompanies the new requirements 6 Delivery and acceptance Specific requirements and the significance and impact of failing to meet them Acceptance plans Non-performance and the remedies that may be applied by the Customer - breach of contract, liquidated damages and force majeure DAY TWO 7 Protection of information and IPR Contractor's and MoD's rights to own and use information How to identify background and foreground intellectual property Technical information and copyright in documentation and software How to protect IPR at the various stages of the bidding and contracting process 8 Defence Transformation and Defence Commercial Directorate Widening and increasing roles and functions of the Defence Commercial Directorate Background to the Defence Reform Act 2014 9 Legal requirements Terms used in MoD contracts to reflect basic legal requirements Records and materials required for MOD contracts and therefore the obligations, responsibilities and liabilities that a company undertakes when it accepts these conditions Overseas activities 10 Subcontracting and flowdown Understanding the constructs required by the MoD for subcontracting Which terms must be flowed down to the subcontractor and which are discretionary 11 Termination Termination of a contract for default Termination for convenience How to optimise the company's position on termination 12 Warranties and liabilities Obligations and liabilities a company might incur and how they might be mitigated MoD policy on indemnities and limits of liability 13 Electronic contracting environment Electronic forms of contracting Progress toward a fully electronic contracting environment