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Excel - advanced (In-House)

By The In House Training Company

Most people only use a fraction of Excel's capabilities. This workshop shows what you've been missing! This course will help participants: Nest formulas Get the most from pivot tables Use conditional formatting Write array formulas Explore the lookup functions Calculate by criteria Use 'goal seek' and 'scenario manager' for what-if analysis Record macros 1 Nesting formulas Principles of nesting formulas together Using IF with AND or OR to answer questions Nesting an AND function in an IF Nesting an OR function in an IF 2 Advanced pivot table reports Grouping dates, numerical and text items Running percentage analyse Running analyses to compare data Inserting Field calculations Finishing off with a user-friendly dashboard 3 Advanced conditional formatting Colour table rows based on criteria in it Applying colour to approaching dates Exploring the different rule types 4 Lookup functions Going beyond the VLOOKUP function Lookups that retrieve data from left or right The versatile INDEX and MATCH functions Retrieving data from columns with duplicates 5 Calculate by criteria Using SUMIFS to sum by criteria Finding an average by criteria with AVERAGEIFS Use SUMPRODUCT to multiply then add different values 6 What-if analysis Use Goal Seek to meet targets Forecast reports with the Scenario Manager 7 Recording Macros Macro security Understanding a Relative References macro Recording, running and editing macros Saving files as Macro Enabled Workbooks Introduction to VBA code Making macros available across workbooks Add a macro button to the Quick Access toolbar

Excel - advanced (In-House)
Delivered in Harpenden or UK Wide or OnlineFlexible Dates
Price on Enquiry

Working with environmental responsibilities (In-House)

By The In House Training Company

This course follows the Institute of Occupational Safety and Health's syllabus. A one-day programme, it is suitable for all people at all levels in the workplace and gives a basic introduction to the principles of environmental management. On successful completion of the course, participants will be able to: Understand the terms 'environment' and 'pollution' Understand the terms 'hazard' and 'risk' related to the environment Better appreciate environmental issues generally, and specifically in respect of their organisation Identify hazards to the environment from working practices Outline the procedures/controls necessary to prevent damage to the environment 1 What is the environment? - putting the environment in context Key environmental issues and how we contribute Definition of the environment 2 Working with the environment What is pollution? Sources, receptors and pathways Environmental consequences workshop - identifying the environmental consequences of our working practices Environmental risk assessment Effective control mechanisms 3 Protecting the environment - Environmental Management Systems What is an Environmental Management System (EMS)? What are the benefits of having an EMS? EMS structure and models Identifying what elements of EMS your company has and how they work Roles and responsibilities 4 Choice of module Option 1: Organisation-specific moduleThis module can be used to introduce environmental concepts that are specific to your activities and operations, and will be compiled through discussion with your organisation Option 2: Environmental best practiceIf no organisation-specific module is required, or if participants from a number of organisations attend, generic operational environmental best practices can be covered instead. Areas covered include waste management, fuel storage and use, hazardous materials, emissions to air and water and environmental incidents

Working with environmental responsibilities (In-House)
Delivered in Harpenden or UK Wide or OnlineFlexible Dates
Price on Enquiry

Screen-reading for speed and retention (In-House)

By The In House Training Company

This is an essential programme for managers or members of staff (or students) who need to be able to read and summarise information on screen faster and more effectively. The session focuses on the different types of reading style and encourages better retention of written material through the use of specific speed-reading techniques. By the end of this programme participants will be able to: Explain the principles of speed reading Understand the barriers to reading Use different reading styles according to the information being read Read more effectively from tablet and computer screens Co-ordinate eye movements better Minimise any poor reading habits Increase reading speed by over 50%, without losing comprehension Improve retention of information using specific techniques The programme focuses on how to maximise reading from electronic devices by exploring techniques which will reduce eyestrain and improve reading effectiveness. The session also explains different types of reading styles and how to learn new, positive reading habits. 1 An introduction to speed reading The history of speed reading Assumptions about reading The process of reading Schema and its influence on interpretation Eye/brain relationship How our brain processes written information 2 Minimising barriers to reading Understanding eye tics Mouthing The influence of different light sources Body clocks and making use of natural patterns 3 Reading styles Importance of choosing the right reading style Speeds and their influence on retention Reading for pleasure Proof reading Scanning Skimming Reading for retention SQRW principles 4 Reading from electronic devices The challenge of reading from screens Importance of breaks and proper display screen evaluation Calibrating screens and background colours Formatting documents Using eye guides

Screen-reading for speed and retention (In-House)
Delivered in Harpenden or UK Wide or OnlineFlexible Dates
Price on Enquiry

Minute taking (In-House)

By The In House Training Company

Meetings are a fact of working life - both virtual and physical meetings. Recording the key points from meetings is critical to making sure that accurate information is captured, and action points are clearly identified and allocated. This virtual training session will support members of staff to develop their skills in recording the key points from meetings and discussions. This course will help participants: Describe the different levels of note taking and pick the appropriate style for the meeting Prepare to take minutes in the virtual and the physical environment Liaise and work in partnership with the meeting Chair Use a template to enable the capturing of key points Set up the room ready for the meeting Identify key points to record, versus what not to record Interrupt the meeting confidently to check key points Take neutral, accurate and concise records Produce a well-laid out set of minutes. 1 Introduction Objectives and overview Introductions and personal aims 2 An introduction to minutes Purpose and use Different levels of notetaking 3 Preparing to take minutes Identifying the purpose of the meeting Working with the Chair Tips and techniques to prepare effectively Case studies, review and discussion The physical environment: setting up for a meeting 4 Listening and recording Tips and techniques to make the process easier How to interrupt a meeting What to record; what to leave out Recording in short-form using playscript and bullet-points Listening neutrally Activity: Minuting a Meeting The tricky ones and how to overcome problems in the meeting 5 Preparing the minutes Producing a set of draft minutes Tips on grammar, punctuation and layout Stylistic variation Managing feedback from the Chair 6 Review Summary of key learning points Action planning

Minute taking (In-House)
Delivered in Harpenden or UK Wide or OnlineFlexible Dates
Price on Enquiry

Appointment setting (In-House)

By The In House Training Company

This course has a simple objective: to help gain appointments with potential clients. In most consultative selling situations clients won't commit to purchases over the telephone. This means setting up a meeting to discuss the options with them face-to-face. But getting 'face time' can be tricky. This practical workshop can help. Participants will acquire essential tools, skills and methods; discuss specific organisational issues; and identify areas for improvement. They will discover how to: Increase their effectiveness through proper preparation Construct attention-grabbing opening statements Help potential clients feel comfortable agreeing to a meeting Develop tactics for responding to difficult excuses and objections Stress the benefits of a face-to-face consultation Develop and enhance their questioning and listening skills Prevent customers cancelling booked appointments 1 Introduction to appointment setting Key trends that have changed the way people buy today - and will buy tomorrow Why many sales people avoid picking up the phone The difference that makes a difference - what makes a good appointment-maker? 2 Before you pick up the telephone It all starts with a plan... Who and what to focus our attention How much research should we undertake and why? Setting primary and secondary objectives 3 Making your approach Key considerations Every call is an opportunity - creating a positive mind-set Using a structured approach Using partnership language 4 Gaining an insight into the customer's needs How to quickly 'tune in' to your customers, so that you can serve them more easily Developing speech patterns that put customers at their ease Using effective questioning and listening skills Finding and building pain points 5 Dealing with excuses and objections Pre-empting potential excuses Developing techniques for responding to client objections Keeping the door open for future contact 6 Securing the appointment Selling the benefits of a consultancy meeting Techniques for avoiding cancelled appointments Gaining commitment 7 Action plans Course summary and presentation of action plans

Appointment setting (In-House)
Delivered in Harpenden or UK Wide or OnlineFlexible Dates
Price on Enquiry

Account management (In-House)

By The In House Training Company

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. 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. This course will help participants: Learn how to plan growth and increase revenue from existing accounts Develop skills to build and develop essential relationships to increase value and visibility Learn how best to create loyalty and customer satisfaction Identify how to set account targets and development plan for building contacts and cross-selling Develop persuasion and influencing skills to better define needs and develop opportunities Learn how to add value at all stages; plus gaining competitive advantage Develop an up-selling, cross-selling strategy 1 Performance metrics for account management Introduction to the PROFIT account management model Using practical tools to measure account performance and success Planning your account strategy - red flags and green lights 2 Relationships for account management How to build and manage key relationships Producing a 'relationship matrix' Developing a coach or advocate 3 Setting objectives for your account Developing an upselling cross-selling strategy Setting jointly agreed goals, objectives and business plans Planning session 4 Feedback and Retention - building loyal and satisfied customers How to monitor and track your customer's satisfaction Building a personalised satisfaction matrix Customer service review meetings 5 Influence Getting your message and strategy across to C-level contacts Being able to better develop a business partnership within an accountes 6 Teamwork and time management Working with others to achieve your account goals Managing and working with a virtual team Managing your time and accounts effectively 7 Gaining commitment and closing the sale Knowing when to close for commitment How to ask for commitment professionally and effectively Key negotiation skills around the closing process - getting to 'yes' Checklist of closing and negotiation skills Practice session

Account management (In-House)
Delivered in Harpenden or UK Wide or OnlineFlexible Dates
Price on Enquiry

Selling with NLP (In-House)

By The In House Training Company

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

Selling with NLP (In-House)
Delivered in Harpenden or UK Wide or OnlineFlexible Dates
Price on Enquiry

Business development for professional services (In-House)

By The In House Training Company

The market for professional services is becoming increasingly competitive, with some firms and individuals becoming very effective at winning new work, leaving others lagging way behind. Given the choice between spending time on client work and business development work, we all tend to choose that which we feel to be easier, more attractive and more aligned with our image of ourselves. We stay within our comfort zones, we focus on client work, and we only resort to business development work when we have to, which can also lead to 'feast or famine' syndrome. The programme will help participants: Understand the professional business development approach and the style that is appropriate for their business and their clients Follow a process to guide their conversations and business development meetings Prepare thoroughly for a business development meeting/contact with a client to ensure they use their time efficiently and maximise results Create a great first impression and professional opening to a conversation Ask open questions and listen effectively in order to spot opportunities, understand needs and progress the opportunity Identify and understand buying and decision-making processes and criteria Skilfully and confidently handle questions and objections Sell the benefits of their services and approach over those of their competitors Progress the sale by agreeing next steps and gaining commitment appropriately 1 Introduction Aims and objectives of the programme Personal introductions and objectives Workshop overview 2 An introduction to business development and selling for professionals What is selling? Who are you selling to? The buying experience What clients want The four-step business development process The business development cycle and pipeline management Upselling and cross-selling as well as winning new clients 3 Networking and generating leads What is networking? Networking objectives It's not what you know but who you know Asking for referrals and introductions Making appointments from networking activity 4 Opening the sales relationship/sales meeting What potential customers are thinking Judging first impressions Creating positive first impressions Building rapport and creating interest and impact Earning the right 5 Core communication skills for professional selling Overcoming barriers to listening The art of listening Questioning refresher Types of questions Questioning funnel 6 Understanding and identifying needs and opportunities Identifying the questions to ask to identify needs and opportunities Questions to move us through the buying and selling process Understanding their buying processes Asking questions that position you as a 'trusted adviser' The questions that give you a competitive advantage Knowing when you have asked enough questions 7 Introducing solutions Tailoring your 'pitch' to the client Speaking the client's language Using features and benefits Applying the benefit cycle 8 Handling objections and concerns Identifying the typical objections and concerns Understanding why clients raise objections and concerns Following a structure for handling objections Handling the price objection 9 Gaining commitment Knowing when to close The art of checking Recognising buying signals Small c and big C 10 Putting it all together Personal learning summary and action plans

Business development for professional services (In-House)
Delivered in Harpenden or UK Wide or OnlineFlexible Dates
Price on Enquiry

Agile project management (In-House)

By The In House Training Company

Agile project management, already widely used for software development, is increasingly recognised as having much more general application. Continuous improvement programmes, business change projects, new technology development, research and development and a variety of other scenarios characterised by rapid change and high uncertainty can all benefit from an Agile approach. This programme presents the concepts and methods of Agile project management, and shows how to apply them to a range of project and change management situations. Participants will learn: how Agile project management can help with project and change management the 4 values and 12 principles of the Agile 'manifesto' and the range of Agile methodologies how to apply Agile project management methods and techniques in a range of project scenarios alternative Agile project management methods and how they can be applied and adapted what makes Agile project teams succeed the key roles and responsibilities needed to enable Agile project teams to work effectively how to encourage an Agile mindset within their organisation and how to move toward an Agile approach to managing projects 1 Introduction to Agile project management Overview of 'classical' project management and methodologies The link between project success and management performance Limitations of classical approaches and the need for Agile methods The 4 values and 12 principles of the Agile manifesto explained Agile project management values:Individuals and interactions over processes and toolsWorking outputs over comprehensive documentationCustomer collaboration over contract negotiationResponding to change over following a plan The cultural challenges of using Agile project management Choosing when and how to adopt Agile project management 2 Initiating a project using Agile project management Some key Agile methodologies explained: SCRUM, XP, Crystal Identifying and engaging project stakeholders; defining roles and responsibilities Setting the project vision and goals; defining project scope The Agile approach to requirements capture and elicitation of needs Tools and techniques for capturing and characterising requirements The role of documentation, reporting and process management 3 The Agile approach to definition and planning Understanding Agile planning; the 'planning onion' concept Developing the culture needed for collaborative involvement and iterative planning Defining project deliverables; the 'product backlog' concept Tools and techniques for defining and prioritising requirements in Agile projects Understanding and applying Agile estimating techniques Dealing with uncertainty and managing risks 4 The Agile approach to execution and delivery The results orientated, fast adapting culture of Agile teams The monthly 'Sprint' process for project planning and review The disciplines needed for effective daily SCRUM meetings Reviewing progress, managing change and project reporting Testing, completing and handing over of work packages Managing the interface between the project team and the business 5 Leadership and teamwork in Agile project teams Why Agile teams are different: the importance of individuals and interactions The skills and attributes needed to lead an Agile project team The challenges faced and skills needed by Agile team members Recognising team development needs; adopting the right leadership style Making the transition from project manager to Agile coach Key coaching skills explored: mentoring, facilitating, managing conflict

Agile project management (In-House)
Delivered in Harpenden or UK Wide or OnlineFlexible Dates
Price on Enquiry

Key account management (In-House)

By The In House Training Company

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

Key account management (In-House)
Delivered in Harpenden or UK Wide or OnlineFlexible Dates
Price on Enquiry