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
This one-day course focuses on issues such as writing formulas and accessing help while writing them, and taking formulas to the next level by nesting one inside another for a powerful formula result. It also looks at ways of analysing data with reports, summarised by varying criteria. A range of time-saving tips and tricks are shared. This course will help participants: Calculate with absolute reference Group worksheets Link to tables Use the function library effectively Get to grips with the logical IF function Use conditional formatting Create pivot table reports Use data validation Master the VLOOKUP function 1 Calculating with absolute reference The difference between a relative and absolute formula Changing a relative formula to an absolute Using $ signs to lock cells when copying formulas 2 Grouping worksheets Grouping sheets together Inputting data into multiple sheets Writing a 3D formula to sum tables across sheets 3 Linking to tables Linking to a source table Using paste link to link a table to another file Using edit links to manage linked tables 4 The function library Benefits of writing formulas in the function library Finding the right formula using insert function Outputting statistics with COUNTA and COUNTBLANK Counting criteria in a list with COUNTIFS 5 Logical IF Function Outputting results from tests Running multiple tests for multiple results The concept of outputting results from numbers 6 Conditional formatting Enabling text and numbers to standout Applying colour to data using rules Managing rules Copying rules with the format painter 7 View side by side Comparing two Excel tables together Comparing two sheets together in the same file 8 Pivot table reports Analysing data with pivot tables Managing a pivot table's layout Outputting statistical reports Controlling number formats Visualising reports with pivot charts Inserting slicers for filtering data 9 Data validation Restricting data input with data validation Speeding up data entry with data validation 10 VLOOKUP function Best practices for writing a VLOOKUP A false type lookup A true type lookup Enhance formula results with IFNA 11 Print options Getting the most from print Printing page titles across pages Scaling content for print
R&D work is often carried out in entrepreneurial companies with the aim of developing solutions to scientific or technological problems for a wide range of customers. Projects can include longer term 'frontiers of science' research, medium term product development/manufacturing or more immediate troubleshooting or contract research assignments. In all these contexts, the ability to create innovative solutions in a timely and cost-effective manner is the essence of successful R&D. Whilst R&D groups typically excel in technical expertise, those involved often recognise that there is scope for improving the way that projects are managed. The aim of this training programme is to address this need whilst ensuring that the creative, entrepreneurial spirit that is fundamental to good R&D continues to flourish. MODULE 1: Creating the foundations for success Off-line video tutorials and exercises Total time ~ 1 - 1.5 hours Video 1: Making the most of project management in R&D Characterising R&D projects Applying project management to R&D work Exploiting the potential of project management in R&D Video 2: Promoting success in R&D project management Modelling successful project management Evaluating performance and promoting success The role and skills of the project manager/leader MODULE 2: Initiating and defining R&D projects Live interactive sessions (via Zoom): Session 1: 10:00 - 12:00 Session 2: 14:00 - 15:30 Session 1: Selecting and initiating projects Recognising worthwhile opportunities; initiating projects Identifying stakeholders and their goals Characterising and engaging stakeholders Session 2: Defining goals and agreeing deliverables Establishing the full scope of the project Clarifying and prioritising project deliverables Defining and agreeing deliverable specifications MODULE 3: Planning R&D projects Live interactive sessions (via Zoom): Session 1: 10:00 - 12:00 Session 2: 14:00 - 15:30 Session 1: Identifying and organising activities Creating effective plans; avoiding planning pitfalls Identifying tasks and assigning responsibilities Sequencing tasks and estimating durations Session 2: Developing the timeline and resource plan Identifying the 'critical path'; creating a resource plan Dealing with estimating uncertainty Accelerating the programme MODULE 4: Leadership and teamwork in R&D projects Off-line video tutorials and exercises Total time ~ 1 - 1.5 hours Video 1: Working effectively in project teams Building teamwork in contemporary organisations Recognising each other's skills; building synergy Building good working relationships; handling conflict Video 2: The role of the R&D project team leader Building teamwork: the role of leadership Creating an effective team culture Delegating work and motivating team members MODULE 5: Managing uncertainty in R&D projects Live interactive sessions (via Zoom): Session 1: 10:00 - 12:00 Session 2: 14:00 - 15:30 Session 1: Characterising uncertainty; identifying risks Exploring uncertainty; applying risk management Focusing the risk management process Identifying and defining risk events Session 2: Managing and controlling risks to the project Evaluating risk events Selecting between risk strategies; setting contingencies Updating and controlling exposure to risk MODULE 6: Implementing and controlling R&D projects Live interactive sessions (via Zoom): Session 1: 10:00 - 12:00 Session 2: 14:00 - 15:30 Session 1: Initiating assignments and managing changes Creating a pro-active implementation and control culture Establishing effective implementation and control procedures Assigning work and managing changes Session 2: Monitoring, managing and developing performance Adopting meaningful monitoring techniques Responding to problems; building performance Managing and controlling multiple project assignments
This one-day workshop focuses on building a professional presentation from scratch, giving you essential hints and tips on how to utilise the key features of PowerPoint, including speaker notes, inserting charts, diagrams and pictures, and utilising slide transitions and animation. You will also learn about PowerPoint templates and themes to ensure your presentations have the best impact. This course will help participants: Using Slide Master Create a presentation using a template Insert slides and change the layout Manage slides and control formats Enhance slides using animation, pictures, charts and graphics Work with tables, rows, cells and columns Create and control paragraph lists Insert titles and labels Effectively use slide show controls and presenter view Print slides, handouts and notes 1 Introduction to PowerPoint Navigating the features Creating a simple presentation Inserting new slides and changing layouts Creating speaker notes 2 Using Layouts in Slide Master Editing templates in slide master Adding a design theme Adding transitions, pictures and logos Using Slide Show View 3 Drawing shapes and SmartArt Using Drawing Tool Formats Creating shapes Aligning shapes and stacking order Creating a cycle graphic Creating an organisation chart 4 Animation Visually enhancing slides with animation Using text and object animation Adding animation to lists Making animation work for you 5 Presenting Confidently running a presentation Using presenter view Using the slide show controls
The CIEH Introductory Certificate in Occupational Health and Safety provides an awareness of key health and safety issues, and the part that staff should play in keeping themselves and others free from harm at work. This course will give you a basic background in, and understanding of, general health and safety practices and the control measures required to reduce risks in the workplace.
Meetings are a traditional and essential component of local government. For both elected members and officers, meetings serve as a forum for discussion and agreement, planning and monitoring, communication and leadership, and decision-making. Used appropriately, meetings can challenge, inspire, illuminate and inform. And while they are not the only meetings that elected members will be asked to attend, committee meetings, in particular, are a mainstay of the political management process. Effective chairing is important because it can provide clear leadership and direction, ensure that debates are focused and balanced, enable decisions to be reached and ensure that resources are used to best effect. This two-hour 'masterclass'-style workshop will help elected members to understand their role, offer some approaches and ideas that will help to tackle typical challenges, and help to generally improve their effectiveness as a chair. To understand the skills and qualities of a good chair To learn ideas and approaches for chairing a successful meeting that is on time and achieves its outcomes To understand the protocols and boundaries for appropriate meeting etiquette and the chair's role in managing this effectively To appreciate how to manage yourself and others appropriately To take away personal actions to apply to your role 1 Welcome and introductions Objectives What's the challenge for you? 2 We can't go on meeting like this Common meeting challenges for chairs and why they succeed or fail Consequences and impact for the Council What's the context? 3 Roles and responsibilities of an effective chair Activities and input that explore the role, skills and qualities needed Role of the chair: what is it and how to do it well 4 Chairing for success - ideas and approaches to meet the challenges Managing time and boundaries Preparation and planning Creating the right environment Self-management Challenging personalities and good meeting behaviour 5 Final plenary session What's your plan? Take away actions
If you're looking to move to the next level in your career in sales, then understanding how to maximise your sales results, using a consultative and structured approach, will be key to your success. In order to develop the competitive advantage that enables you to stand out from the crowd, it is important to understand the tools and techniques to take your selling to new heights and build the confidence to apply them in work-based scenarios. We have developed this programme to be practical, fun and interactive. Learners will gain a range of practical skills that they can take back and apply to the workplace straight away, that will have a positive impact on sales and customer satisfaction. This course will help participants: Develop a structured and client-focused approach to creating high quality sales opportunities and account growth Learn persuasion and influencing skills to better define needs and develop opportunities Understand how to have better sales conversations, presentations, and proposals - leading to higher order value and increased sales Develop advanced sales questioning skills and techniques; understand the importance of listening Understand how to add value at all stages; plus gaining competitive advantage Develop proven ways to overcome and reduce price pressure Know when to use options and upselling when presenting products and solutions Develop techniques and skills for improved negotiation and closing 1 Advanced Selling - How to Increase your sales results Review of pre-course data and questionnaire The AVC model of increasing your sales results Creating a sales growth plan to achieve higher sales targets Mapping the accounts and products for targeted growth 2 The Four Cs to structure a sales call Research before the meeting or call; setting objectives, planning and preparation How to gain instant rapport and taking control - including online meetings Qualifying and initial questioning skills Creating an agenda and first-meeting structure: Four Cs Planning and practice sessions 3 Building bigger and better sales opportunities How to use questions to 'build' more opportunities Learning and using high-impact and third-level questions Advanced sales questioning techniques: five questioning techniques Qualifying and gaining commitment to the next stage Planning and practice sessions - advanced questioning skills 4 Presentation and persuading skills best practice Compelling benefits and reducing perceived risk - key messages to deliver Helping the customer choose your proposition by using options Professional and effective presentation skills Writing compelling sales proposals that improve your conversion rate Planning and practice session - presenting your solution 5 Overcoming concerns and client questions Proven techniques for answering client objections and concerns How to isolate, prioritise and answer objections, including price Overcoming delay and procrastination Planning and practice session - answering client concerns 6 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
This is not a single course but a set of menu options from which you can 'pick and mix' to create a draft programme yourself, as a discussion document which we can then fine-tune with you. For a day's training course, simply consider your objectives, select six hours' worth of modules and let us do the fine-tuning so that you get the best possible training result. Consider your objectives carefully for maximum benefit from the course. Is the training for new or experienced credit control staff? Are there specific issues to be addressed within your particular sector (eg, housing, education, utilities, etc)? Do your staff need to know more about the legal issues? Or would a practical demonstration of effective telephone tactics be more useful to them? Menu Rather than a generic course outline, the expert trainer has prepared a training 'menu' from which you can select those topics of most relevance to your organisation. We can then work with you to tailor a programme that will meet your specific objectives. Advanced credit control skills for supervisors - 1â2 day Basic legal overview: do's and don'ts of debt recovery - 2 hours Body language in the credit and debt sphere - 1â2 day County Court suing and enforcement - 1â2 day Credit checking and assessment - 1 hour Customer visits and 'face to face' debt recovery skills - 1â2 day Data Protection Act explained - 1â2 day Dealing with 'Caring Agencies' and third parties - 1 hour Debt counselling skills - 2 hours Elementary credit control skills for new staff - 1â2 day Granting credit and collecting debt in Europe - 1â2 day Identifying debtors by 'type' to handle them accurately - 1 hour Insolvency: Understanding bankruptcy / receivership / administration / winding-up / liquidation / CVAs and IVAs - 2 hours Late Payment of Commercial Debts Interest Act explained - 2 hours Liaison with sales and other departments for maximum credit effectiveness - 1 hour Suing in Scottish Courts (Small Claims and Summary Cause) - 1â2 day Telephone techniques for successful debt collection - 11â2 hours Terms and conditions of business with regard to credit and debt - 2 hours Tracing 'gone away' debtors (both corporate and individual) - 11â2 hours What to do if you/your organisation are sued - 1â2 day Other topics you might wish to consider could include: Assessment of new customers as debtor risks Attachment of Earnings Orders Bailiffs and how to make them work for you Benefit overpayments and how to recover them Cash flow problems (business) Charging Orders over property/assets Credit policy: how to write one Council and Local Authority debt recovery Consumer Credit Act debt issues Using debt collection agencies Director's or personal guarantees Domestic debt collection by telephone Exports (world-wide) and payment for Emergency debt recovery measures Education Sector debt recovery Forms used in credit control Factoring of sales invoices Finance Sector debt recovery needs Third Party Debt Orders (Enforcement) Government departments (collection from) Harassment (what it is - and what it is not) Health sector debt recovery skills Hardship (members of the public) Insolvency and the Insolvency Act In-house collection agency (how to set up) Instalments: getting offers which are kept Judgment (explanation of types) Keeping customers while collecting the debt Late payment penalties and sanctions Letter writing for debt recovery Major companies as debtors Members of the public as debtors Monitoring of major debtors and risks Negotiation skills for debt recovery Old debts and how to collect them Out of hours telephone calls and visits Office of Fair Trading and collections Oral Examination (Enforcement) Pro-active telephone collection Parents of young debtors Partnerships as debtors Positive language in debt recovery Pre-litigation checking skills Power listening skills Questions to solicit information Retention of title and 'Romalpa' clauses Sale of Goods Act explained Salesmen and debt recovery Sheriffs to enforce your judgment Students as debtors Statutory demands for payment Small companies (collection from) Sundry debts (collection of) Terms and Conditions of Contract Tracing 'gone away' debtors The telephone bureau and credit control Taking away reasons not to pay Train the trainer skills Utility collection needs Visits for collection and recovery Warrant of execution (enforcement)
Any successful business manager will tell you that you never get the deal you deserve - you always get the deal you negotiate! This two-day workshop includes recent research and practical techniques from the Harvard Business School Negotiation Project and provides a unique opportunity to learn and practice these skills in a safe environment using up to date materials and life-like practice negotiation case studies. This course will help participants to: Understand the basics of negotiation Develop negotiating skills Increase their business acumen Develop their communication skills Learn the models, techniques and tools for an effective negotiation Identify the barriers to agreements Close the deal 1 What is negotiation? Key skills for negotiation Types of negotiation Win-lose negotiations versus Win-win negotiations Wise agreements and Principled Negotiation 2 Four key negotiating concepts BATNA - Best alternative to negotiated agreement Setting your reservation price ZOPA - Zone of possible agreement Creating and trading value 3 Business acumen Understanding pricing, gross margins and profit Knowing the key points on which to negotiate 4 A Four Phase Model for negotiation Nine steps to successful planning Discussing a deal - creating and claiming value Making and framing proposals Bargaining for the winning deal 5 Effective communication Effective questioning Active listening skills Understanding and interpreting body language Barriers to effective communication 6 Understanding influence and persuasion Influencing strategies Ten proven ways to influence people Six universal methods of persuasion Understanding why people do business with other people 7 Negotiating tactics Tactics for win-lose negotiations Tactics for win-win negotiations Effective team negotiating Understanding and using powerv What do you do when the other side has more power? 8 Barriers to agreement Common barriers to agreement The Negotiators Dilemma Dealing with die-hard negotiators Dealing with lack of trust 9 Potential barriers to cross-border agreements Understanding business methods and practice in other cultures Figuring out who has the power and who makes decisions Recognising and dealing with cultural differences What's OK here might not be OK there 10 Closing the deal Four steps to closing the winning deal
The 'golden rule' of negotiation is simple - don't! But life's rarely that simple and very often we do have to negotiate, particularly if we want to win the business and especially if we want to win it on our terms. Such negotiations are crucial. We need to prepare for them. We need a strategy, and the skills to execute it. Does your team have a structured approach? Is it flawlessly executed, every time? Or is there room for improvement? This programme will help them master the six fundamentals of closing better business: Manage all these elements well and you will win more business, more profitably. This course will help participants: Negotiate from a position of partnership, not competition Deal more effectively and profitably with price objections Identify and practise successful sales negotiating skills Identify strengths and weaknesses as a sales negotiator Understand different types of buyer behaviour Learn to recognise negotiating tactics and stances Apply a new and proven structure to their business negotiations Identify and adapt for different behavioural styles Be alert to unconscious (non-verbal) communication Prepare and present a proposal at a final business negotiation stage Project confidence and exercise assertiveness in all sales negotiations 1 Planning for successful business negotiations This session introduces the concept of business negotiation and looks at its importance in the context of the participants' roles and activities. It briefly examines why we negotiate and the dynamics involved. Session highlights: What kind of a negotiator are you? Negotiation skills self-assessment and best practice How to establish roles and responsibilities for both parties How to identify and set objectives for both buyer and seller How to research and establish the other person's position (business negotiation stance) 2 How to structure your negotiations This module presents an eight-step framework or structure for use in negotiations and considers how best to prepare and plan your negotiations within the context of a supplier/customer relationship or business cycle. It also includes a brief review of legal responsibilities and what constitutes a 'deal'. Session highlights: Learn and apply a formal structure to use when negotiating How to establish short- and longer-term objectives and opportunities How best to plan, prepare and co-ordinate a major business negotiation meeting, or on-going negotiations Understanding of basic legal and organisational requirements 3 Verbal negotiation skills This session examines the human and communication dynamics inherent in any negotiation situation. It emphasises the importance of professional skills in preparing for a negotiation by identifying needs, wants and requirements accurately and by qualifying the competitive and organisational influences present. Session highlights: How to fully 'qualify' the other party's needs, requirements and constraints during the negotiation process by using advanced questioning and listening skills How to pre-empt negotiation objections by promoting and gaining commitment to options, benefits, value and solutions How best to propose and suggest ideas, using drawing-out skills 4 Non-verbal negotiation skills This module highlights how different personal styles, corporate cultures and organisation positions can influence events, and demonstrates practical methods for dealing with and controlling these factors. It also examines key principles of body language and non-verbal communication in a practical way. Session highlights: Gaining rapport and influencing unconsciously Understanding the importance of non-verbal communication; reading other people's meaning and communicating effectively as a result Ensure that non-verbal behaviour is fully utilised and observed to create maximum impact and monitor progress (eg, buying signals) Recognising that business negotiations are precisely structured and agreements gained incrementally 5 Proposing and 'packaging' This session highlights how best to present and package your proposal. It looks at how to pre-empt the need for negotiating by creating minor-options and 'bargaining' points, as well as how to manage the expectations and perceptions of the customer or buyer. Session highlights: How to identify the key variables that can be negotiated The power and use of 'authority' within your negotiations How to structure and present your proposal, ideas or quotation to best effect The importance of when and how to identify and influence buyer's objections 6 Dealing with price This module highlights how to best present and package price within your proposal or negotiation. In most cases, price has more to do with psychology than affordability and preparation and careful handling are essential. Session highlights: The three reasons that people will pay your asking price How to set price in a competitive market The key differences between selling and negotiating Ten ways to present price more effectively and persuasively 7 Getting to 'Yes': tactics and strategies There are many different tactics and strategies common to successful negotiators. This session looks at those that are most appropriate to the participants' own personal styles and situations. The importance of 'follow-through' is also explained and how to deal with protracted or 'stale-mate' business negotiations. Session highlights: How to negotiate price and reduce discounting early in the process How to recognise negotiating tactics and strategies in your customer or supplier Key strategies, techniques and tactics to use in negotiation The importance of follow-through and watching the details How to deal with stalled business negotiations or competitor 'lock-out' 8 Case studies and review This session examines a number of different situations and participants discuss ways to approach each. This will allow learning to be consolidated and applied in a very practical way. There will also be a chance to have individual points raised in a question and answer session. Session highlights: Case studies Question and answer Planning worksheet Negotiation 'toolkit' and check-list 9 Personal action plans Session highlights: Identify the most important personal learning points from the programme Highlight specific actions and goals Flag topics for future personal development and improvement