The aim of this course is to provide an overview of the principles and practice for leading and managing a portfolio of smaller projects in a multi-project / multi-task environment. It presents a range of practical methods and techniques relevant to the smaller project scenario, using exercises and case studies to show how these can be applied. The scope of the programme includes: The course also emphasises the importance of the leadership and team-working skills needed by project managers and team members in carrying out their roles. The principal training objectives for this programme are to: Explain and demonstrate the key principles of successful project management Demonstrate a range of useful project management tools and techniques Define the role, and help participants understand the skills required by, the project leader Provide a structured framework to help participants manage multiple projects Identify opportunities to improve project management within the organisation DAY ONE 1 Introduction (Course sponsor) Why this programme has been developed Review of participants' needs and objectives 2 Managing smaller projects Projects and project management Lessons from past projects; the essential requirements for success Differences between projects; characteristic project life cycles Key issues and challenges of smaller projects The multi-project world; project portfolio management 3 Project exercise Syndicate teams plan and manage a small project Review of the project exercise: What are the keys to successful management of small projects? 4 Setting up the project Getting organised Managing the definition process Identifying and managing project stakeholders Working with the customer to define the scope and agree deliverables 5 Case study 1 Defining the project scope and deliverables Syndicate teams define the scope and deliverables for a typical project 6 Project planning The importance and cost benefit of effective planning Planning the plan; deciding how detailed a plan to create Packaging the work and estimating timescales and costs Developing project / resource schedules; setting milestones for control v Identifying and managing critical path activities 7 Case study 2 Creating the project plan Syndicate teams develop and analyse the project plan DAY TWO 8 Managing project risks Identifying risks to the project outcome, timescale and cost Evaluating risks and adopting an appropriate risk strategy Defining risk ownership; keeping a simple risk log Keeping risk management up to date; staying pro-active Integrating planning and risk management 9 Project control Managing change, minimising scope creep Selecting the data needed to provide early warning of problems Monitoring performance easily with 'S' curves and slip charts Using trend forecasting to assess true project status Running project review meetings 10 Managing a multi-project portfolio Understanding the world of multiple projects Establishing ownership of project / programme management Classifying projects and creating the 'master schedule' Defining and applying project lifecycle management Resource management: essential pre-requisites and mechanisms Project prioritisation criteria and techniques; pain / gain analysis 11 Managing the multi-project team Characteristics of small project teams / part-time team membership Clarifying line and project management responsibilities Implementing effective manpower planning Establishing professional working practices in the team Developing project management competences in the team Establishing team roles and integrating team members 12 Course review and transfer planning (Course sponsor present) Identify actions to be implemented individually Identify corporate opportunities for improving project management Sponsor-led review and discussion of proposals Conclusion
In today's fast-moving competitive environment, sales are often made or lost on the strength of a telephone conversation or a brief email. This means that not only is customer service everyone's responsibility - so is sales. Customer service staff are failing the customer if they don't think about sales. And sales staff are failing customers if they don't think about service. And anyone failing a customer is failing both themselves and their employer. Too often, customer service staff feel neither capable nor empowered to recognise or capitalise upon a sales opportunity. Too often, sales people pursue the short-term opportunity at the expense of the bigger picture. The good news is - it doesn't have to be this way! Sales and customer service skills can be acquired, developed and polished just like any other skill. This tried-and-tested programme shows you how to do it. As a result of this course, participants will be able to: Take control of a customer conversation, with confidence Refresh and polish their customer service and sales performance Recognise and develop a sales opportunity Engage the customer and build rapport Identify a customer's needs Match the customer's needs to the organisation's products or services Handle objections confidently Ask for the order At the end of the workshop each participant will have developed their own action plan for developing and using their skills in the workplace. 1 Introduction Course overview, objectives and introductions 2 Serving or selling? Feelings and attitudes - How we can affect the outcome by our feelings and behaviour What is selling? - Selling is helping people to buy, identifying the opportunities that exist within the conversation to develop the customer's interest in our products or services 3 Developing the right skills Communication- The impact of body language, voice tone and words- How to make the best impression on the customer and create a 'buying environment' Rapport-building- What makes a good working relationship?- What do customers look for when they call us?- How can we match their expectations in terms of our own interpersonal skills? Relating to different types of people by identifying and matching their communication style on the telephone 4 Making it easy for the customer Starting it right- Opening the conversation positively- Building rapport- How to develop interest in our products or services Gaining and clarifying information- Questioning skills and questioning style- What do we need to know from the customer?- How can we use that information in the conversation? Active listening- The most under-rated skill of all- Picking up on the 'Golden Moments' when a customer shows they may be interested Presenting information confidently- Knowing the benefits of our products or services- How to tell the customer what they need to know in order to enable them to buy Closing on a positive note- When and how to ask for commitment Dealing with the customer's objections and concerns in a positive manner 5 Course summary and action plans Review of main learning points Presentation of personal action plans
This workshop-based bite-size will provide space to explore some practical tools and ideas on how to be more resilient when faced with challenging and tough situations. There is an opportunity to do a self assessment and bring it to the day as a means to identify areas to work on and begin to master skills that will enhance resilient thinking. There will be time to explore what resilience is and understand the range of practical tools and techniques available that can be used beyond the workshop itself. By the end of the workshop participants will be able to: Discuss and evaluate their personal strengths and areas for development in being more resilient at work Understand what resilience involves and how to identify and challenge their own beliefs that undermine resilience Understand the four aspects of resilience - confidence, adaptability, building support and maintaining a clear perspective Understand how to use resiliency tools to help to cope better with the challenge of change Review and evaluate their learning and have an action plan to take back and implement in the workplace 1 Welcome, introductions and objectives Breaking the ice 2 Identifying current challenges in relation to work How we handle these challenges 3 Defining resilience and how and why it helps our personal effectiveness and thinking 4 Resilience skills and how to develop them 5 Learning a resilience tool that promotes new ways of thinking / working 6 Review and evaluation of learning Action planning
This one-day workshop is designed to give participants an understanding of the fundamentals of Microsoft Word and its commands, with quick ways to enter text, control formatting and edit paragraphs. This course will help participants: Create, manage and save documents, files and folders Create paragraph lists, bulleted and numbered paragraphs Edit, modify and format paragraphs Create and format tables Use shortcuts to navigate documents Format the layout of documents Manage page headers and footers Insert and managing pictures and diagrams within a document Learn time saving tips and tricks to obtain a professional finish to documents Use printing options 1 Creating documents Getting help Creating and saving documents Accessing recently used documents Managing files and folders 2 Entering and editing text Inserting and editing paragraph text Cutting, copying and pasting text Using tool tips to manage content Applying and removing text formatting Correcting spelling and grammar 3 Creating paragraph lists Creating bulleted paragraphs Creating numbered paragraphs Managing bulleted and numbered lists 4 Modifying paragraphs Changing paragraph alignment Indenting a paragraph Adding borders and shading to paragraphs Formatting paragraphs using styles 5 Navigating documents Using shortcuts for navigating documents Using 'Go To' to navigate documents Finding and replacing text Changing to read view 6 Document layout Inserting page breaks Changing page orientation Adjusting page margins Adding borders to pages 7 Page headers and footers Inserting page headers and footers Using header and footer commands Inserting page numbers Using different first page 8 Inserting pictures and diagrams Inserting pictures from your computer Inserting online pictures Flowing text around a picture Changing a picture Inserting SmartArt diagrams Entering text into SmartArt 9 Inserting tables Using tabs to create tables Resizing and repositioning tables Inserting and deleting rows and columns Using a table's commands Changing a tables text direction Formatting tables 10 Printing documents Previewing and printing documents Using the printing tools Printing parts of a document
In our constantly changing environment, if you always do what you've always done, then you'll always get what you've always got - and that's not enough! Building a strategic marketing plan is a powerful way to take a step back from day-to-day activities, review the opportunities available to your business and your products, and build a roadmap of tactics that will set you apart from the competition. In this workshop, we look at how to build a customer-focused strategic marketing plan to pin-point your milestones to success over a 12-month period. This programme will help participants to: Understand the key questions that a strategic marketing plan should answer Understand the value of customer and competitor insight and how to develop actionable insights to guide your plan Conduct a market analysis and identify the barriers and drivers to success Learn how to build a customer buying journey and how to identify the most valuable customers Develop a customer-focused strategy and customer engagement plans Develop core messages and winning tactics to engage with your key customers Identify the key metrics to review and measure to keep your plans on track 1 Situational analysis Introduction to marketing strategy Market and competitor analysis and insight generation Understanding the customer buying journey How to segment customers to identify your most valuable customer opportunities Identifying the barriers and drivers to your success 2 Strategy Introduction to strategy How to build strategic imperatives and SMART objectives How brand vision and positioning drive customer focus A guide to building key message themes 3 Tactics, messaging and measurement Introduction to building customer-focused tactics How to build a customer-engagement plan How to build key messages and a customer-focused tactical plan A practical guide to developing key metrics to review success and keep your plans on track Actionable outcomes Throughout the programme we will use your own product examples to build your plan, participants will: Learn best practice examples of strategic planning Discover market and customer opportunities to strengthen your competitive edge Create a strategic plan that can be implemented immediately within your business Start planning compelling marketing messages to reach the right customer at the right time Receive immediate feedback on your strategic marketing plan Have the opportunity to share common issues and solutions with colleagues in the group
As technology continues to develop and increasingly interact with our daily lives, so must our sales techniques to ensure we're leveraging advances in how people do business to our advantage. It is essential for all salespeople to understand how to navigate the various tools at our disposal and grow their skills and confidence to put them into action in order to build a solid business pipeline. We have developed this programme to be practical, fun and interactive, whilst ensuring that participants will learn how to utilise new technology to their advantage, self-generate new business leads and opportunities, gain additional business and referrals from existing contacts, and save time and effort using proven business development skills. This course will help participants: Understand the 'organized persistence' model of sales prospecting Develop skills in using video, online and social media to generate interest Understand how to write effective sales and outreach emails and using online tools Develop techniques for effectively managing telephone appointments Learn ways to use LinkedIn for connecting with customers and prospects Develop networking skills and learn how to source and develop referrals and professional introductions 1 Key principles of smart sales prospecting Set your sales prospecting goals and objectives Elevator pitch, core messages and your value proposition Targeting and segmenting your market 'Organised persistence' using your CRM effectively 2 Setting appointments by telephone - planning and preparation Why calling still works and the best times to call Creating a call prompt sheet: Opening a call and taking control Giving a reason to meet Key questions to ask Overcoming the cold calling blues 3 Setting appointments by telephone - advanced skills Giving a reason to meet and 'selling the appointment' Key questions to ask that will create interest and motivation to meet Voice tone, power words, phrasing, pausing, responding Getting past gatekeepers and getting through 4 Using LinkedIn for research and follow-up Why LinkedIn matters and how to use it Finding new contacts, connecting and Inmailing Short-cuts and advanced skills 5 Email strategies that work Using AIDA and other templates for sales emails Using personalized video emails to create interest Vertical targeting emails, with examples Building awareness with an email chain
It's a fact of life that costs generally increase and as a result prices must go up too. Implementing an increase without losing customers is challenging. Talking about a price increase with customers never makes for an easy conversation. Your customers will generally decide whether to accept the increase based upon value, as well as the hassle cost of switching and going elsewhere. Even the most experienced salesperson who has implemented price increases before will be fighting back the nerves when faced with the task of 'selling' the increase. In this flexible programme, we will support your internal preparations at whichever stage you and your colleagues are at. From making the decision to increase prices, right through to those on the frontline already dealing with any push-back. This programme will help participants: Understand the business case for increasing prices Take steps to research the market Consider their customers' motivations Use the six principles of influence Identify and adapt for different personality styles Assess their level of trust with customers Build rapport rapidly with their customers and prospects 1 Raising prices - keys to success Understanding the business case Researching the market Assessing the value of your offering 2 Understanding your customer base Assessing your key accounts What is your 'target' customer range? Creating consistency in pricing approach 3 Planning the increase Timing your implementation Communication strategy Elements of a good price increase letter 4 Developing influencing skills The Trust Equation The six principles of influence Discovering your customer's buying decisions 5 Emotional intelligence and price increases The part emotion plays Developing strategies for keeping calm Handling your customer's responses 6 Understanding different customer styles Discover your own style Recognising behaviour traits in others Adapting your approach to their style 7 Preparing for customer contact Preparing for specific customers Anticipating their response Dealing with challenging customers 8 Following through Maintaining a consistent approach Resisting requests for discounts Confirming the increase in writing
This is a one-day training event to help you: Develop your awareness of mental health issues in the workplace Enable you to act in a timely and constructive way to manage mental health issues that arise in the workplace Enable you to promote and maintain good mental health in your working environment It covers: Mental health statistical overview; most prevalent mental health problems, contributing factors, effects on productivity and the costs of mental ill-health Signs and symptoms of prevalent mental health conditions; 3 key indicators for all mental health problems Stigma; what it is and how it affects people Mental health legal and statistical overview: facts & figures, most prevalent mental health problems, aspects of the law, policy and procedural issues and guidelines for best practice Pro-active and constructive principles and strategies to manage mental health issues, to support colleagues who may be vulnerable to mental ill-health, and promote mental wellbeing This workshop will give you: Awareness of the key indications of mental ill-health Recognition of the prevalence and effects of stigma Knowledge of the wider picture; legal context Greater understanding and confidence to act constructively to support individuals who are vulnerable to mental ill-health The ability to take steps to actively promote mental-well-being in the workplace
This workshop will help you improve the impact, clarity, accuracy and effectiveness of your sales proposals. It takes bid and proposal teams right through the process, from start to finish - from forming the team and gathering the information, through to writing and reviewing the proposal document, and on to presenting it to the client. The learning points shared in the programme come from the trainer's extensive real-world experience with a wide variety of businesses. As a result of attending this programme, participants will be able to: Write more clearly, more grammatically and more persuasively Structure their written communications more effectively Avoid the 'howlers' that can cost you business Impress your clients Win more business 1 Bid strategy How to combine your knowledge of the market or customer, your products and services, and your competitors, to create a quality bid New insights into your comparative advantages and competitive position in the marketplace Understanding more about how your client views you and other suppliers A plan of attack to build on your strengths and attack the weaknesses of your competition Dealing with RFP/ITT situations 2 Teamwork How a bid or proposal team needs to prioritise and manage preparation time Co-ordinating input from team members Agreeing responsibilities 3 The importance and role of a well-written sales proposal Why bother? - the value of the sales proposal to you and to the customer What the customer wants and needs to make a decision in your favour Understanding and delivering on customer expectations Review and discussion of different proposals - with real-life examples 4 The best way to structure your sales proposals A section-by-section, page-by-page review of best practice in structuring great sales proposals How to improve the way you match your proposal to the customer's objectives and requirements Plan your sales documents systematically - to make them easy to read and more persuasive How to make your proposal look like the 'least risky' option 5 Making your proposal a compelling and persuasive proposition Choosing the right words that sell effectively Selecting the right content and information for your document or proposal Using an option matrix to summarise complex choices and increase final order value How to write an executive summary 6 Well-written and error-free Developing your writing style for maximum impact Expressing the content (ie, selling points) clearly, concisely and correctly Proof-reading and editing work effectively, using formal marks and techniques Improving visual layout, format and appearance Keeping it customer-focused 7 Presenting to the client - overview Presentation options Understanding the client's objectives - as well as your own The proposal review meeting - logistics Managing to the next step Designing and delivering a compelling presentation Isolating objections and concerns Follow-up and follow-through 8 Positioning your final proposal Finalising your bid - presenting the right 'best few' USPs, features and benefits and making them relevant and real to the customer Smart ways to position price and be a strong player - without being the cheapest How to differentiate yourselves by how you present, as well as what you present How to design and deliver a successful bid presentation 9 Bid presentation practice session with structured feedback Participants work in small groups or pairs to prepare and later present a sample section from a real life bid or proposal presentation The trainer will provide assistance and input During group review and discussions, input from others will be encouraged and many best practice ideas summarised 10 Managing the end game How best to draw-out, understand, isolate and answer customer objections, negotiate points and concerns How to read the situation to plan the next step Identifying negotiation tactics - and how to deal with them Planning for a negotiation and how to get the customer feel they have the 'best deal' 11 Workshop summary and close
This short course introduces staff to a range of hazardous substances, the risks and controls available, and what to expect from a control of substances hazardous to health (COSHH) assessment. It prepares them to contribute to the safer use of hazardous substances in their workplaces. 1 Definition and types Defining what constitutes a substance hazardous to health in the workplace Outlining the various types of hazardous substances 2 Health effects Exploring the health effects caused by exposure to hazardous substances Routes of entry - exploring how substances can enter the body and methods of prevention 3 Data COSSH register Data sheets Risk assessments Control options 4 Responsibilities An overview of the responsibilities imposed by the Control of Substances Hazardous to Health Regulations 2002