Certified Business Relationship Manager (CBRM®): In-House Training The CBRM® Practitioner Qualification is intended for the intermediate-to-advanced Business Relationship Manager, as it focuses on advancing to the role of Strategic Business Relationship Manager. As such, the primary focus is on strategic business relationship management, leveraged to optimize business value to the enterprise. The purpose of the Practitioner qualification is to confirm whether the candidate has achieved sufficient understanding and competence to perform the role of Strategic Business Relationship Manager. To pursue the CBRM® certification, a candidate must be a certified Business Relationship Management Professional (BRMP®).
Change Management Foundation: In-House Training: In-House Training This course provides practical knowledge on Change Management techniques and the Foundation certification. You will examine various Change Management techniques and explore which could be effectively implemented in your organization. The structured approach helps you understand how you deal with change as an individual, as a member of a team or organization, and as a leader. The program design explores the impact that change has on these four major areas: Change and the Individual Change and the Organization Communications and Stakeholder Engagement Change Management Practice This course also prepares you for the APMG Change Management Foundation exam. Given that a primary course goal is to achieve the Foundation Certification, the course text will be provided in advance of the workshop so the participant may begin studying. In addition, daily homework assignments and practice exams will be provided. The Foundation-level exam is taken at the end of the third day of the Traditional Classroom course. Virtual Classroom participants must make separate arrangements to schedule their exam following course completion (See 'Important Note for Virtual Course Participants'). What You Will Learn You'll learn how to: Explain how individuals learn and why many may resist change Illustrate how to build an effective change team Describe the stakeholder engagement process and relate this to appropriate communication Differentiate various approaches to plan, implement, and sustain organizational change Demonstrate how to assess change impact and readiness, and deal with resistance Improve your ability to pass the APMG Change Management Foundation Certification exam Getting Started Introductions Course structure Course goals and objectives Change and the Individual How people learn Personality and change - introduction to MBTI Models of individual change - the Change Curve and Bridges' Transition Motivating individuals during change Change and the Organization Understanding organizational metaphors Organizational culture and change 3 models of change - Lewin, Kotter, and Senge Key roles in change Stakeholder Engagement Identifying and analyzing stakeholders Personas and empathy maps Influencing strategies Communication Feedback and communication approaches Communicating change - planning, factors, and barriers Communication biases and channels Change Impact Identifying and assessing change impact Stakeholder impact assessment Change severity assessment Change Readiness Building change agent networks and the change team How to make the organization ready for change Creating a change management plan Dealing with resistance to change APMG Change Management Foundation Exam Preparation Review of and practice with APMG sample questions and test papers APMG Change Management Foundation Exam Traditional Classroom: Paper-based exams will be taken on the last day of class Virtual Classroom: The exam is scheduled by the Participant and taken subsequent to the course
Project Contract Management Skills: In-House Training Contracts are a critical part of most large or strategic projects/programs. As such, it is imperative that Project and Program Managers be well versed on basic implications of a contract as well as best practices in contract management. While not as critical a need, anyone involved in projects that involve external relationships should have a healthy appreciation for the power of good contract management. The overall goal of the course is to provide knowledge to manage complex contracts in a global environment. What You Will Learn After this program, you will be able to: Explain overall project procurement process from a buyer and seller perspective Recognize the importance of key contractual terms and how they affect projects Evaluate and contribute to the pre-contract documents and processes Identify and mitigate common pitfalls throughout the procurement process Utilize techniques to administer contracts Getting Started Introductions Course structure Course goals and objectives Foundation Concepts The Importance of Contract Management Terms and Definitions Contract Management Process Legal Systems Codes of Conduct Planning Business Analysis Procurement Management Plan Procurement Statement of Work (SOW) Common Pitfalls Solicit Contract Market Analysis Bid documents Sellers' Proposals Pitfalls Execute Contract Evaluate and Award Contract Negotiate Contract Execute Contract Common Pitfalls Deliver the Contract Preparing to Deliver Project Plan Risk Management Common Pitfalls Administer Contract Enabling Contract Management Contract Performance Monitoring and Control Change Management Financial Management / Payment Dispute Management & Resolution Contract Completion and Closure
This foundational course will help all managers better understand what a procurement function does, including the processes, tools and techniques it employs to reach its goals and how it measures its business performance. PARTICIPANTS WILL LEARN HOW TO: Explain the contribution of procurement to the overall business objectives. Explain the added value that can be obtained by a business when it manages its procurement activities efficiently and effectively. Understand the complex activity of procurement and the challenges it presents for risk management. Develop good quality procurement practices that will manage the expectations of all stakeholders Identify methods by which a procurement function can be measured and performance monitored. Perform contract management activities. Understand ways in which improvements might be identified and implemented. COURSE TOPICS INCLUDE: Procurement and business objectives Stakeholder Management Commercial Specifications Whole Life Costing Targeted procurement Procurement planning Supplier Appraisal and selection RFQ & ITT & Evaluation Contract Management
Overview This 2-day programme covers the latest techniques used for fixed income attribution. This hands-on course enables participants to get a practical working experience of fixed income attribution, from planning to implementation and analysis. After completing the course you will have developed the skills to: Understand how attribution works and the value it adds to the investment process Interpret attribution reports from commercial systems Assess the strengths and weaknesses of commercially available attribution software Make informed decisions about the build vs. buy decision Present results in terms accessible to all parts of the business Who the course is for Performance analysts Fund and portfolio managers Investment officers Fixed Income professionals (marketing/sales) Auditors and compliance Quants and IT developers Course Content To learn more about the day by day course content please request a brochure To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Our Team Building Programmes are 'simply excellent' (quote from Unilever). They always deliver much greater energy' motivation and efficiently accelerates to a galvanised, integrated team for their Manager/Team Leader. They're great fun and very commercially orientated - the best of both key elements to a successful and long-lasting high performance team. A successful company is always made up of successful teams. Teams that can work autonomously with a clearly defined set of goals, roles, vision, responsibility and culture will always reach for and achieve far greater success than a team that works just as a group of individuals. Our team building solutions are individually built and geared towards teams at any level within an organisation, providing an independent and objective perspective to promote a common purpose such as the creation of a 'high performance team'. Out With The Old Traditionally, team building events have been restricted to certain levels of management where they head off site for a bit of archery, quad biking and paintballing or something along those lines. Then over some coffee and cocktails, business plans and more efficient ways to work are casually discussed. Whilst being out having fun instead of being at work may improve an individual person's mood, the effect will only be short-term, and will not go far in creating permanent and cohesive teams who are able to overcome challenges together and drive the business forward when back in the workplace. In With The New Today's business thinking is more strategic and certainly has to look for returns on the investment. That is why Dickson Training Ltd's team building programmes are bespoke and built to your requirements through research, understanding your business and, most importantly, what results and achievements you are looking to get out of the programme. Once "what success looks like" has been established, we create tasks and activities that will test your leadership, problem solving, communication and team work skills. When the tasks have been completed, the learning - both practical and theory - is debriefed to the group as well as how it will translate back in your business. Not only are our events great fun, but they provide participants with learning points they can act upon to improve or enhance the working practices/environment. Team Building That Gets Results We have a highly innovative team who design team builds to suit all budgets and time or space restrictions. Large or small, we will develop the perfect event to meet your commercial objectives, keeping in line with your values and company culture. More recently we have combined team galvanising events with ways to engage the participants with and support their local communities. This solution has proved extremely popular with our clients and we are continuing to develop more and more programmes doing exactly this. " Phil did everything in a very professional and focused manner, without losing sight of the overall aims or having 'fun'. When I moved to Airbus UK and subsequently European Aeronautic Defense and Space Company (EADS), I had no hesitation in recommending Phil and the team to deliver the required training and team events. Without doubt Phil and his team are excellent providers of training, to suit even bespoke requirements, and I would not hesitate in recommending the team to any business in the future. " Glenn Brown, Systems & Expertise Manager, Airbus Personnel Service Augmented Skills – an Essay by Phil Dickson All of you, who are reading this, and all the people you meet and work with will have – ‘Augmented Skills’. So – if you are an IT Engineer or a Pharmacist; perhaps you are, or know, a Departmental Leader and you work with a Logistics Project Manager; these roles will demand core skills, whether they be technical know-how or qualifications in the discipline. But to be that bit better; more reliable; more effective & productive and therefore more valuable and, frankly, marketable – capitalizing on ‘Augment Skills’ comes into play. The I T Engineer who was a Chess Champion at Uni, which would indicate that they possess some key ‘Augmented skills’ including how they plan 3 steps ahead and are always prepared for the unexpected. The Pharmacist, who is a keen sportsperson in their private life, will likely be tenacious, team-orientated and disciplined – again these are superb qualities to have in this – or any – role. Your colleagues, as well as yourself, will have ‘Augmented Skills’ that will be an asset if only they are explored and applied to their role and indeed, career. Everyone has their own 'Super-power' If they love gardening, they are probably strategic, patient and inclined to research; if they cook or bake, they are usually well organized and comfortable with multi-tasking. A big reader will tend to be considered and possess good critical thinking faculties, and an amateur mechanic or keen DIY person will often be practical, resourceful and very determined. I have observed that many new Parents discover they have ‘Augmented Skills’ they didn’t know they had... such as getting order out of chaos and displaying industrial amounts of patience and good grace when they really do not feel like it. They very often become far more compassionate and empathetic. Most people have their very own ‘Superpower’. Invite your team members to offer their ‘Augmented Skills’ to your work-place – and just watch as it elevates the motivation levels and improves results. It’ll be very rewarding for all concerned – and for meeting the Team’s objectives, to encourage the person who is a talented artist to be a sounding board on some of the marketing imagery and layouts; for the team member who is great at Maths or resolving crosswords to be asked for their input to solving a problem that is causing logistical or operational headaches. Never exploit a Team member’s unique special skills at their expense I would like to stress, however, that it must never be an area where a team member gets exploited by harvesting their unique special skills to coerce them into taking on greater responsibilities and tasks without providing them with the commensurate salary and status. To do so would be immoral and, ultimately, counter-productive as it would lead to resentment and disenfranchisement. This is about encouraging people’s capability and inviting their input to boost confidence and enhance the team’s capability. Often, we need to be more than what our Job Description says It is also important to highlight that whatever a person’s role or function is – they will definitely need to have additional capabilities to be effective. The best example of this is when we designed and delivered a range of ‘Advanced Customer Care skills’ training sessions for the Met Office a few years ago…we met so many remarkably super-bright Meteorologists, many of whom were having to make significant adjustments to answering questions from Customers that seemed to be illogical and often, obtuse. It wasn’t enough for these Meteorologists to be highly skilled at interpreting data and identifying patterns – they needed ‘Augmented skills’ to make that information accessible to members of the public (and Council workers and Air Traffic controllers and Shipping agents) and many other people, as to what that particular weather system was going to be like in their area and at what time. They have to know how to ‘de-jargonise’ the material and provide succinct, clear, and yet temperate, descriptions without ever appearing exasperated, impatient or judgmental in response to sometimes quite silly questions. For a highly trained scientist – that can be counter-intuitive. Being Philosophical... and a wee bit pretentious At the risk of being a little Philosophical (and probably a wee bit pretentious) – in my own role of Trainer – my core skills have to include – being a very good communicator, an active listener and have innovative and engaging ways to convert an idea, or a model, into practical application that my Delegates and Clients gain tangible benefits from. This is how it applies to me... I really enjoy composing short, light classical-style piano pieces. Now, to do this well, you need to be able to find a transition from one chord or melody to a different theme or key. It has to be worked out very carefully to have incremental transitions and pleasant-sounding developments as the piece unfolds. I think I have become better at this as I have honed my skills as a composer. But I have realized that these very same skills have ‘Augmented’ my ability to help a Manager, or a Team, move from a state of conflict; tension; disfunction; disenfranchisement; lack of confidence to a place that is more harmonious with far greater productivity. The very same process of careful listening, considering options, taking well-considered steps, having a creative, sometimes brave, move towards a resolution are at play in both Training and Piano Compositions! Scheduled Courses Unfortunately this course is not one that is currently scheduled as an open course, and is only available on an in-house basis. Please contact us for more information.
Key Objectives for the Training provision Effective listening to a client's needs and requirements during various stages of the sales process. Engage in meaningful communication with clients, learn to identify challenges and opportunities that relate to the prospects. Overcome the identified challenge. Build long term rapport and establish trust with the prospect throughout the sales process, Ensure continued customer satisfaction that can turn into repeat business. Be able to build rapport with customers or clients. Know the right questions to ask to fully understand the customer or client’s needs without putting on any pressure. Be able to check you have the right information from the customer or client. Be able to match products and services to the customer or client using the information you have gathered. Be able to influence effectively. Know how to stand out from your competitors. Stage 1 – Research the Company’s ‘Value Propositions’ and USP Analysis Conducting 30 min confidential interviews with a cross-section of the eligible Attendees & the Stakeholders, in order to gain an objective understanding of the various scenarios and clients that the Participants work with. the Company’s ‘Value Propositions’ Unique Selling Points The Customers’ journey(s) The Competition’s offers for analysis and comparisons. From these findings, a carefully calibrated bespoke Programme will be designed and delivered. Stage 2 - Design the Bespoke 2 x day Course nd Stage 3 - Delivery of the Course Programme This Programme can be delivered in 2 x consecutive days, or split between 2 – 3 weeks, to make it more ‘work-friendly’ – if required. It is very practical and commercially focussed in approach, with lots of interactive exercises designed to draw out the learning applications via the debriefings. The ‘Real Play’ scenarios on day 2 will be based on specific case studies drawn from the Research findings so that they are authentic to optimise the learning. Individual Action Plans will be captured at the end of each day to be debriefed by the Participants’ respective Line Managers. Template Programme Day One – Foundation – Strategic Approach Section One – The Principles of Consultative Selling Defining ‘Consultative Selling’ The Company’s ‘Unique Selling Points’ & Value Proposition The Consultative Selling model – the five stages Avoiding appearing ‘pushy’, ‘pressurising’ or ‘talking through the sale’ Section Two –Strategy & Preparation ‘Buy-Class’ Matrix Strategic plan Template – matching services/products to identified needs & opportunities. Preparing a range of objectives Constants and variables – USP’s Researching key Client/Decision Makers’ priorities, profile & background (LinkedIn etc.) Preparing for potential & likely Objections Section Three – Email etiquette & ‘influencing’ email correspondence. Email etiquette A.B.S.U.R.D model Clarity and tone – discovery of clients’ needs & motivational factors. Techniques to influence and ‘nudge’. Ensuring the data and content have a ‘gentle’ motivational & appealing message. Top Tips Day Two – Practical Application Section Four – Rapport Building & Effective Communication skills ‘Behaviour Labelling’ techniques – setting a positive tone. Asking Open Questions – gaining a full understanding of the clients’ priorities & expectations. EQ - Inviting opinions; perspectives; experiences – winning confidence. Active Listening – focus and commitment to understand. ‘Reading the room’ – adapting to responses and reactions. Maintaining focus on relevant topics that the Client cares about; carefully consider the opportunities to influence. But NO PRESSURE! Building a ‘bond of trust’ with commitments and authentic, shared values. Section Five – Explaining the Benefits – aligned to the Customers’ Priorities Understanding ‘Why do People Buy?’ Research data analysis. Open questions that lead to understanding the key issues and Clients’ priorities. Avoiding the danger of ‘pressurising’ the Client. Responding to objections effectively, with confidence and sensitivity. Explaining the benefits that are aligned to the Clients’ stated requirements. Making the Data ‘sing’ – memorable takeaways for the Client. Augmented benefits – Brand confidence; Case studies; Warranty; Service; Range; Flexibility etc. in alignment with their stated preferences/requirements Differentials compared to Competitors Section Six – Winning Commitment Inviting commitment – with confidence Consultative Selling Closing techniques (e.g. Alternative Close/Assumptive Close et al) Avoiding ‘talking through the sale’ – knowing when to ‘Shut UP!’ Confirming agreement – ensuring Clients’ motivation for repeat business Section Seven – Practical Application ‘Real Play’ From the Research findings, carefully devised scenarios can be generated to provide the most valuable learning opportunities to underpin all the skills & techniques covered in the Programme. Potential Real Play scenarios: A well-established customer has indicated that they are soon to be opening up additional new offices – this presents an opportunity to arrange for the Company to support them with their upcoming needs. After some very positive feedback and with the upcoming contract renewal imminent – how can the Company give the Customer more high-quality support in other areas of their business? A Competitor has been to see the client and they have prompted some concerns about ‘value for money’ & ‘quality of service’. How Real Play works… The group is split the group into 2 sub-groups, one with our Professional Actor (option available); the other with the Trainer or a willing Participant. Each group has a brief and has to instruct their Trainer/Actor/Participant on how to approach the scenario supplied. The Actor and Trainer (or willing Participant) perform the role play(s) as instructed by their respective teams; however, during the action they can be paused for further recommendations or direction. The outcome is the responsibility of the team(s) – not the performers. Debrief the full Programme Individual Action Plans - to be followed through. ‘Best Practices’ for application into the business Options for Exercises within the Programme Sample Exercise – Red & White There is a specific time managed agenda and itinerary, which puts the group under pressure. The key challenge is for the sub-groups to maximise the commercial value from the task, however there is always a great danger that the individuals attempt to gain financial progress at the expense of the other group! Debriefing points: Persuasive communication and influence across barriers Gaining buy-in when others are sceptical Strategic planning accounting for others’ behaviours Sample Exercise – Communication Challenge Each Participant has different pieces of information, but are not allowed to share it visually. They are only allowed to communicate to work out the solution hidden among the large amount of data. Debrief: Structured approach Maintaining focus through distractions/interference Active Listening Controlled communication Sample Exercise – Persuasive emails Sample emails are shared to be critiqued and improved upon to be debriefed: Tone & impact Making the Data ‘sing’ Influential & motivational language Customer centric message. Sample Exercise –Juggling Each Participant has to pass the ‘Customers’ (Juggling balls) carefully through the system with all the other Participants to reach a profitable conclusion Debrief: EQ to read the room and effectively communicate, when the pressure is on Customer focus and adapting to challenges Devising a plan that wins buy-in Overcoming competing ideas to get to ‘best practice’ Consistent commitment, communication and motivational drivers that influenced performance. Sample Exercise –Critical Path The group are provided with 30 x discs and some ‘post-it’ notes. (no pens or pencils are allowed) Their brief is to create a grid shape with the 30 x discs, which will act as ‘stepping stones’ for the ‘Critical Path’ But they have to follow the correct order through the grid from the start to finish, which they will have to work out through ‘trial & error’ All of the team must pass through the ‘Critical Path’ worked out on the grid, observing the constraints, within the time limit. No talking is permitted once they start using the materials Debrief: - Clear communication focussing on the ‘client’s journey’ Planning for challenges Identifying risks and mitigating them Role allocations & support Quality control and disciplines Sample Exercise –Back to Back Each Participant is positioned back-to-back with a partner. They have to work out precisely what the ‘statement’ given to the other person is without looking around. Each person has a different brief. Debrief: - Asking Open Questions Active Listening Accuracy in identifying the objective.
This course provides participants with a comprehensive understanding of the requirements of the CDM Regulations 2015 and how these should be implemented in practice. The Regulations are put in context with other key health and safety legislation. The programme sets out clearly the roles and responsibilities of the principal duty holders and explores with the participants how these roles may vary on different types of project and procurement routes. The programme examines the content and appropriate level of information that should be included in the Pre-Construction Information and the Construction Phase Plan. The trainer will discuss best practice in implementing CDM through the new 2015 Regulations and Guidance. This course is essential for anyone who is involved in the procurement, planning, design or implementation of construction work. The course will provide you with: An overview of construction health and safety law, liability and enforcement A detailed understanding of the 2015 CDM Regulations and the part they play with other key legislation An explanation of the roles and responsibilities of all duty holders and the requirements for the CDM documentation Clear advice on current best practice for complying with the principles of the CDM Regulations and the changes introduced by the 2015 Regulations An understanding of how risk assessment should be applied practically throughout the design and how this responsibility is then transferred to contractors 1 Introduction Why manage health and safety? The costs of accidents Construction industry statistics Why CDM? Health and safety culture in the construction industry 2 Overview of health and safety law and liabilities Criminal and civil law Liability Enforcement and prosecution Compliance - how far do we go? Statutory duties 3 Health and safety law in construction Framework of relevant legislation Health and Safety at Work etc Act 1974 Management of Health and Safety at Work Regulations 1999 Construction (Design and Management) Regulations 2015 Who is responsible for the risks created by construction work? Shared workplaces/shared responsibilities Control of contractors - importance of contract law 4 Construction (Design and Management) Regulations 2015 Scope - What is construction? Application - When do they apply? The CDM Management System Duty holders (Client, Domestic Client, Designer, Principal Designer, Principal Contractor, Contractor) Documents (HSE Notification, Pre-Construction Information, Construction Phase Health & Safety Plan, H&S File) Management process The 2015 Guidance 5 Best practice - key issues in the CDM process The client and client management arrangements Competence and resource under CDM 2015 The role of the Principal Designer in practice Design risk assessment and the role of the Designer The CDM Documents (PCI, PCI Pack, Plan and File) Construction health, safety and welfare Making CDM work in practice 6 Questions, discussion and review