60 Insurance courses in Cardiff delivered Live Online

– essential guidance for safe and effective remote working Join our expert tutors to discover how you can make online therapy work for your practice Accredited CPD Certificate: 4 hours Length: 9am – 1.15pm (BST) LIVE ONLINE – Specialist training in delivering effective therapy online or over the phone – Join Ros Townsend live online on Tuesday 11th June 24 for this jam-packed, informative session. You will receive your Zoom link the day before the event. NB. Spaces are limited and tend to go quickly. Register your interest here if you can’t make this date, and we’ll let you know when there’s another one. BONUS RECORDING – the training is recorded, in case of technical difficulties, so you will also get a recording for 2 weeks afterwards to maximise your learning. Delivering online therapy, or counselling clients on the phone, requires a particular set of skills and brings with it specific considerations. This live online workshop will help you gain confidence in working safely and ethically, examining the advantages, potential drawbacks and adjustments you need to make to work remotely successfully. There will be plenty of time for questions, and helpful discussions with your peers and experienced tutors. Why take this course Whether you are a new practitioner wanting to develop your online practice, or an experienced therapist who has decided to start offering services online or on the phone, this course will help you gain the skills and understanding you need to do so safely and effectively. Unlike other online courses, this practical live online CPD training gives you the opportunity to ask our experienced tutors questions about any aspects that concern you, as well as learning from their case histories about what has worked – and what hasn’t – for them. Covering essential areas such as managing client expectations, setting up a therapeutic online environment, risk management, and the use and adaptation of various skills and techniques for online or telephone work, this course gives you the essential information you need to deliver therapeutic interventions remotely. Both Jo Baker and Ros Townsend, the course tutors, have extensive experience of working with clients online, with Ros now running her entire therapy practice remotely. Jo works using a blended approach (combining face-to-face counselling and online psychotherapy), and both bring a wealth of practical tips, hands on experience and real-life examples to the training. During the day, there will be ample opportunity to discuss and share ideas with both tutors and peers, and to enter into both structured and more free-ranging discussions about both the benefits and potential difficulties that one might encounter when working therapeutically through remote mediums. What the training covers: The importance of aligning client and therapist expectations for online therapy, or therapy over the phone How to set-up successfully for work on the phone or online – including template agreements to use with your clients Managing your technology and ensuring good communication – key things to ascertain, plus troubleshooting tips What to do when the call won’t connect The importance of confidentiality and privacy – and the potential problems you need be aware of when working online Agreeing safe communication methods between sessions How to successfully manage dual therapy spaces The importance of setting and maintaining professional boundaries Discussion regarding what is / is not acceptable in a home therapy space How to manage transitions before and after the session – for clients and therapists The key differences between online and face to face therapy work How to adapt and work successfully with a range of key therapeutic skills – such as Guided Imagery and The Rewind technique Assessing suitability of client presentations – including guidance on cases that are not suitable for online therapy How to manage risk effectively in an online or telephone environment How to put in place effective contingency plans for when technology fails Developing flexibility: dealing with the unexpected – including what to do if a session is interrupted When to refer a client on The additional pressures and potential stressors of online and telephone working Working in a blended way – combining remote and face-to-face sessions Key differences for the client of receiving therapy online or over the telephone The particular considerations of working with a wider client group from different geographical locations The importance of self-care and self-awareness Insurance and GDPR considerations when delivering online therapy or counselling, or working via the phone The importance of appropriate supervision Course Programme The ‘Online and phone therapy training’ course starts at 9.00am and runs until 1.15pm. (BST). 9.00am Join the Zoom meeting 9.15am First session starts 11.00am Comfort break and discussion 11.30am Second session 1.15pm Day ends Who is this course suitable for? This course is designed for both trainee and fully-qualified therapists, psychotherapists and counsellors It is recommended to all HG practitioners by the Human Givens Institute – trainee HG Therapists are expected to take this training if they are considering working online. This course has been independently accredited by the internationally recognised CPD Standards Office for 4 hours of CPD training. On completion of this training you’ll receive CPD certificates from the College and the CPD Standards Office.

Personal Tax Return and Self Assessment Accounting training Course Overview: Most self-employed people and directors of companies have to do submit a Tax Return every year. If you are a self-employed person you may learn how to do tax return yourself. As a result, you can save money by not having to pay an external agent. Don't forget You can also save more money as you will know more about how to apply for a tax rebate. According to statistics, more than 60% of taxpayers not sure how to do tax return correctly and lose money for not knowing how to apply for a tax rebate correctly. If you want to offer tax services to the general public, then skills in this sector can dramatically improve your job prospect or business prospect. How to do a tax return? Firstly, you need to be registered with HMRC to process your tax return. You should get a UTR (Unique Tax Reference) no, which is your personal identification no for tax purpose. Once you have details for all incomes and expenditure, you can submit them electronically to HMRC. The deadline for submitting a personal tax return is 31 January for the previous tax year. Apply for a Tax Rebate It is possible that you could be eligible for a tax rebate. The most possible scenarios are: When you pay more tax than required Submitting an incorrect tax return Claiming special Tax relief There could be many more reasons why should you get a tax refund. It is vital to know the scenarios under which you should apply for a tax rebate. Certificate of Attendance Identify the type(s) of returns that may be completed Understand the duties and responsibilities of a bookkeeper/tax agent when completing self-assessment tax returns Calculating the taxes on profits for Self Employed & on income for Employed individuals Understanding differences between Drawings & Dividends Introduction to UTR and NI Classes Understanding Tax Return submission procedures to HMRC (using 2 individual Scenarios) Analysing Class 2 & Class 4 NIC Analysing Personal Allowance Analysing Income from Self Employments Employment benefits Analysis Analysis of Car & Fuel benefits Analysis of savings and investment income and tax implications on them. Introduction to Capital Gains Tax analysis Introduction to Inheritance Tax Analysis Understanding the procedure for payment and administration of both tax and National Insurance Contributions

Trade barriers are going up across the globe. And cybercrime is on the increase. The link between the two? The value of trade secrets. As countries become increasingly protectionist as regards international trade, so their IP law has been changing, with the result that companies that previously would have sought protection through patents are opting to go down the trade secret route instead. But is this a high-risk strategy? Technology is changing and this is having an impact on forms of commercial co-operation. Collaborative or open forms of innovation by their very nature involve the sharing of intellectual property (IP), and in many instances this IP is in the form of valuable confidential business information (ie, trade secrets). Little surprise, then, that trade secrets disputes have increased accordingly. At the same time, the changes in technology make trade secrets more vulnerable to attack, misappropriation, theft. So just how effective are the legal protections for trade secrets? How can organisations safeguard the value in their IP (increasingly, the single biggest line in their balance sheets)? This programme is designed to help you address these issues. Note: this is an indicative agenda, to be used as a starting point for a conversation between client and consultant, depending on the organisation's specific situation and requirements. This session is designed to give you a deeper understanding of: Emerging trends in trade secrets protection and exploitation The current situation in key jurisdictions Recent case law How leading companies are responding The importance of trade secret metadata Different external stakeholders and their interests Key steps for effective protection of trade secrets Note: this is an indicative agenda, to be used as a starting point for a conversation between client and consultant, depending on the organisation's specific situation and requirements. 1 What are trade secrets? Definitions Examples Comparison with other forms of IP (patents, confidential information, know-how, copyright) 2 Current trends The various changes taking place affecting trade secrets - legal changes, trade wars, cybercrime, technology, commercial practice The current position in the UK, Europe, USA, China, Japan, Russia Corporate best practice 3 Trade secret disputes - how to avoid them Trade secret policies, processes and systems Administrative, legal and technical protection mechanisms The role of employees The sharing of trade secrets with others 4 Trade secret disputes - how to manage them Causes Anatomy of a trade secret court case 'Reasonable particularity' 5 Related issues Insurance Tax authorities and investigations Investor relations 6 Trade secret asset management roadmap Maturity ladder First steps Pilot projects

Personal Tax Return and Self Assessment training Course Most self-employed people and directors of companies have to do submit a Tax Return every year. If you are a self-employed person you may learn how to do tax return yourself. As a result, you can save money by not having to pay an external agent. Don't forget You can also save more money as you will know more about how to apply for a tax rebate. According to statistics, more than 60% of taxpayers not sure how to do tax return correctly and lose money for not knowing how to apply for a tax rebate correctly. If you want to offer tax services to the general public, then skills in this sector can dramatically improve your job prospect or business prospect. How to do a tax return Firstly, you need to be registered with HMRC to process your tax return. You should get a UTR (Unique Tax Reference) no, which is your personal identification no for tax purpose. Once you have details for all incomes and expenditure, you can submit them electronically to HMRC. The deadline for submitting a personal tax return is 31 January for the previous tax year. Apply for a Tax Rebate It is possible that you could be eligible for a tax rebate. The most possible scenarios are When you pay more tax than required Submitting an incorrect tax return Claiming special Tax relief There could be many more reasons why should you get a tax refund. It is vital to know the scenarios under which you should apply for a tax rebate. Identify the type(s) of returns that may be completed Understand the duties and responsibilities of a bookkeeper / tax agent when completing self-assessment tax returns Calculating the taxes on profits for Self Employed & on income for Employed individuals Understanding differences between Drawings & Dividends Introduction to UTR and NI Classes Understanding Tax Return submission procedures to HMRC (using 2 individual Scenarios) Analysing Class 2 & Class 4 NIC Analysing Personal Allowance Analysing Income from Self Employments Employment benefits Analysis Analysis of Car & Fuel benefits Analysis on savings and investment income and tax implications on them. Introduction to Capital Gains Tax analysis Introduction to Inheritance Tax Analysis Understanding the procedure for payment and administration of both tax and National Insurance Contributions

Duration 2 Days 12 CPD hours This course is intended for Participants who have actual experience in the data centre and/or IT infrastructures are best suited. Attendance of the CDCP© course is recommended but not a requirement. Overview After completion of the course the participant will be able to: 1. Develop and review their data centre strategy 2. Use different risk assessment methodologies together with practical tips specifically for data centre migrations to reduce the risk during a data centre migration 3. Understand different migration strategies 4. Understand the legal aspects when migrating a data centre 5. Understand the importance of Business Service Reviews and Service Level Objectives 6. Size and design the target data centre 7. Understand the importance of detailed discovery and how dependencies influence migration waves 8. Understand the safety requirements during migration 19. Get lots of practical tips when moving to another data centre This course is designed to expose participants to a step-by-step methodology which will enable them to reduce the risks involved when undertaking a data centre migration. It will also give participants a lot of valuable practical hints and tips by trainers having extensive experience in moving and consolidating mission critical data centre. Data Centre Strategy Data centre lifecycle Reasons to migrate a data centre Alternatives to data centre migration Consolidation Outsourcing Cloud computing Upgrade existing data centre or build new Project Management Project management and methods Scope statement Statement Of Work (SOW) Work Breakdown Structure (WBS) Allocate time to the project Cost and estimation methodology Project communication Risk Management Risk management and methods Risk identification Risk assessment methodologies Qualitative approach Semi-quantitative approach Quantitative approach Risk evaluation Risk treatment Risk in data centre migrations Migration Strategies Different data centre migration strategies Heterogeneous migration Homogeneous migration Physical migration Different IT transformations Pre-migration transformation Migration transformation Post-migration transformation Legal Aspects Regulatory requirements Contractual considerations Legal aspects when decommissioning High Level Discovery & Planning The importance of Business Service Reviews The concept of Availability The concept of Recoverability The importance of Service Level Objectives Requirements on designing the target IT architecture Information needed for high level planning Design Target Data Centre Requirements for the target data centre Sizing the data centre Architectural requirements Cooling requirements Power requirements Security Detailed Discovery and Planning The importance of discovery Automated discovery tools Asset management Network and system dependencies Detailed migration planning Migration waves Staffing Warranties and insurance Safety Safety precautions Technical safety review Electrical safety Lifting Personal safety during migration Fire safety during migration Security Controversy between access and security Access control Managing security during migration Security during migration Key management Practical hints and tips Continuous improvement Implementation Rehearsal Route investigation Resourcing Logistics team Packing Transport Installing the equipment Post migration support End of Project Why project closure Lessons learned Phased completion of project Criteria for project closure The outcome of the project End of project Exam: Certified Data Centre Migration Specialist Actual course outline may vary depending on offering center. Contact your sales representative for more information.

Financial Wellness: Managing Personal Cash Flow Course Overview This course provides a comprehensive guide to managing personal cash flow effectively, empowering learners to take control of their finances with confidence. Covering essential concepts such as budgeting, borrowing, credit management, and tax strategies, it equips participants with the knowledge to plan and optimise their financial wellbeing. Learners will develop a clear understanding of personal money management, insurance, and the relationship between mental health and finances. By the end of this course, individuals will be able to create and maintain a realistic budget, manage debts responsibly, and make informed financial decisions to enhance their overall financial stability and security. Course Description Delving deeper into the foundations of personal finance, this course explores key topics including cash flow planning, accounting principles for personal use, and effective money management strategies. Learners will gain insight into borrowing options, credit systems, and how to manage debt wisely. The course also covers personal insurance, tax considerations, and the design of tailored financial strategies. Emphasising the connection between financial health and mental wellbeing, it offers a well-rounded approach to managing money. Throughout the learning experience, participants will build critical skills to plan budgets, evaluate financial choices, and implement strategies that support long-term financial security in a clear and structured manner. Financial Wellness: Managing Personal Cash Flow Curriculum: Module 01: Introduction To Personal Cash Flow Module 02: Understanding The Importance Of Personal Finance Module 03: Accounting And Personal Finances Module 04: Cash Flow Planning Module 05: Understanding Personal Money Management Module 06: Borrowing, Credit And Debt Module 07: Managing Personal Insurance Module 08: Understanding Tax And Financial Strategies Module 09: Designing A Personal Budget Module 10: Money And Mental Health (See full curriculum) Who is this course for? Individuals seeking to improve their personal financial management skills. Professionals aiming to enhance their understanding of personal cash flow. Beginners with an interest in personal finance and budgeting. Anyone wishing to gain confidence in managing debt and credit. Career Path Financial Planning Assistant Personal Finance Advisor Budget Analyst Credit Management Officer Insurance Consultant Tax Support Specialist

Duration 2 Days 12 CPD hours This course is intended for It is appropriate for Managers, Executives, Project Managers, Business Analysts, Business and IT stakeholders working with analysts, Quality and process engineers, technicians, managers; supervisors, team leaders, and process operators. Overview Describe business process improvement (BPI) business drivers.Plan, manage and close requirements for a Business Process Improvement project Understand the essential elements of a successful BPI initiative.Identify candidate business processes for improvement.Understand the essential elements of a successful BPI initiative.Identify candidate business processes for improvement.Apply a methodology to business process improvement projects. This 2-day course aims at introducing its attendees to the core values, principles, and practices of Business Process Improvement. Introduction - A Business Process Improvement (BPI) Overview Why are we here today? What is BPI? Benefits of BPI Specific challenges/obstacles and successes Process improvement examples: Industry specific examples Famous debacles to avoid and successes to emulate Your role in helping to identify problems Overview of the Joiner 7-Step Method What is the Joiner 7-Step Method? Walkthrough of the Joiner 7-Step Method Template: Introduce and review Process Improvement Template Case Study Exercise: Read and discuss introduction to the Case Study Step #1: Initiate the Project Types of business problems typically encountered at insurance companies and banks How to recognize a business-related problem Identifying the gaps (delta between current and future states) Ownership of the project and the business problem Defining measurable success criteria Case Study Exercise: Complete the Problem Statement section (Step #1) of the template Step #2: Define Current Situation What are symptoms of a problem? Looking for symptoms of the problem Performing Stakeholder Analysis Technique: View a RACI Matrix Defining the impacts caused by the problem Technique: Business Process Modeling (As-Is) Understand how to draw an As-Is Business Process Model Case Study Exercise: Complete the Define Current Situation section (Step #2) of the template Step #3: Identify Root Causes What are root causes? Performing Root Cause Analysis Technique: Fishbone Diagram using the cafeteria example Case Study Exercise: Discuss a Fishbone Diagram Technique: Pareto Chart (discuss and show example) Case Study Exercise: Complete the Identify Root Causes section (Step #3) of the template Step #4: Develop Solutions Identifying options for problem resolution Avoid jumping to conclusions Technique: Brainstorming Case Study Exercise: Conduct a Brainstorming Session Recognizing pros and cons for each option Technique: Kempner-Tregoe (?Must-Have? vs. ?Nice-to-Have?) Case Study Exercise: Determine best solution using a ?simple? Kempner-Tregoe model Case Study Exercise: Complete the Develop Solutions section (Step #4) of the template Step #5: Define Measurable Results Prototyping the solution Technique: Business Process Modeling (To-Be) Measuring results against the success criteria (Step #1) Case Study Exercise: Review changes to an As-Is Business Process Model Case Study Exercise: Complete the Define Measurable Results section (Step #5) of the template Step #6: Standardize Process Defining how the process will be documented Plan and understand organizational readiness Discuss how employees are empowered to identify and act upon their ideas Identifying follow-up needs (i.e., training) for the staff that will be impacted Technique: Communication Plan Case Study Exercise: Complete the Standardize Process section (Step #6) of the template Step #7: Determine Future Plans Monitoring the process for Continuous Process Improvement (The ?Plan-Do-Check-Act? Cycle) Understand how to sustain the improvements made by the Joiner 7-Step Method Technique: PDCA form Case Study Exercise: Complete the Determine Future Plans section (Step #7) of the template Going Forward with a Plan of Action Identifying process problems in your organization Individual Exercise: Name three (3) possible areas for improvement Prioritize and define the next steps Individual Exercise: Using a new template complete Step 2 & Step 3 for one possible area for improvement you have identified

Duration 3 Days 18 CPD hours This course is intended for This is an introductory-level XML training course, designed for those needing an introduction to concepts and technologies associated with XML and its related recommendations. Previous experience or knowledge of HTML is helpful but not essential. Overview This course is an intensive, hands-on introduction to XML, XPath, and XSLT. The course is a balanced mixture of theory and practical labs designed to take students from the basic fundamentals of XML through to the related advanced technologies. The students walk through the different standards in a structured manner to enable them to master the concepts and ideas, which are reinforced in the lab exercises. The course starts with the fundamentals of XML, including coverage of DTDs and XML Schema. It then moves on to the XPath and XSLT standards, and how to use them to transform XML documents into other documents such as HTML documents or other XML documents. This course provides indoctrination in the practical use of W3C standards (including XSL and XML Schema) and of implementing tools and technologies. This course is programming language independent, making it useful for Java, .NET, C++, and any other programming orientation. Graduates will hit the ground running, applying XML to projects at both an architectural as well as a line by line coding level. We can easily adapt this course to industry and client specific needs.In addition to valuable knowledge and working examples, students receive a copy of the 'Xtensil' product. This unique software was developed to assist in implementing, testing, and fielding XML applications. Xtensil is used as both a teaching aid and a straightforward, basic, fully functional XML toolkit that students can use on Windows and Linux platforms. Working in a hands-on learning environment student will learn to: Write well-formed XML documents Model business requirements using XML Handle XML reserved characters Validate an XML document with a DTD and with a Schema Centralize data and markup definition with entities Create DTDs and Schemas using XML tools Generate XML documents from databases Write XSL templates to transform XML documents into HTML Integrate XML, XSL and the DOM to implement a complete solution The Extensible Markup Language (XML) is a standard that is enabling a revolution in web applications and business to business interactions. XML is the basis for Wireless Markup Language (WML), Voice Markup Language (VoiceML), Simple Object Access Protocol (SOAP), Web Services, and numerous industry initiatives such as ACORD (insurance), PXML (proposal/RFP) and OTA (travel). Introduction to XML is a three-day, hands-on course geared for software developers who need to understand what XML is and how to use in with today's systems and architectures. This course covers the topics from tags to architectures. The course is a balanced mixture of theory and practical labs designed to take students from a quick review of the basic fundamentals of XML through to the related advanced technologies. The students walk through the different standards in a structured manner to enable them to master the concepts and ideas, which are reinforced in the lab exercises. The course starts with a quick review of the fundamentals of XML before covering XML Schema in detail. It then moves on to the XPath and XSLT covering advanced topics in both. Finally, XML and Web Services security mechanisms and issues are addressed. XML Content Introduction to XML XML Mechanics XML Structure Namespaces Structure Using Schemas XML Formatting CSS and Rendering XML XSL Transformations XSLT and XPath XPath 2.0 and XSLT 2.0 Overview XSL FO (Formatting Objects) Applying XML XML Interoperability XML Performance Improvements Web Services Overview XML Applications Additional course details: Nexus Humans Introduction to XML (TT4300) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Introduction to XML (TT4300) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

Course Overview The Tax Accounting course provides a comprehensive introduction to the UK tax system, covering key areas such as income tax, corporation tax, VAT, and inheritance tax. Designed to equip learners with up-to-date knowledge of tax regulations and processes, this course offers valuable insights into tax administration, individual and corporate responsibilities, and submission of tax returns. Learners will develop a solid understanding of fundamental and advanced tax principles, payroll, and financial analysis. By the end of the course, participants will be able to navigate the complexities of taxation confidently and apply their knowledge in professional contexts. Whether aiming to launch a career in tax accounting or broaden existing financial expertise, this course supports learners in achieving their professional development goals and gaining skills that are in high demand across multiple sectors in the UK. Course Description This Tax Accounting course delves into the structure and operation of the UK tax system, offering detailed modules on personal and corporate taxation, VAT, capital gains, and national insurance contributions. Learners will explore both basic and advanced income tax calculations, understand payroll systems, and gain familiarity with self-assessment and double-entry accounting methods. The curriculum is structured to promote a clear and methodical understanding of tax reporting, compliance obligations, and financial analysis. With a strong emphasis on technical knowledge and regulatory frameworks, this course supports learners in building the analytical and accounting skills essential for a successful career in finance and taxation. Throughout the course, learners will benefit from clear explanations, real-world examples, and guided study that align with industry standards. By completion, participants will be well-prepared to pursue opportunities in accounting firms, corporate finance departments, and tax advisory roles. Course Modules Module 01: Tax System and Administration in the UK Module 02: Tax on Individuals Module 03: National Insurance Module 04: How to Submit a Self-Assessment Tax Return Module 05: Fundamentals of Income Tax Module 06: Advanced Income Tax Module 07: Payee, Payroll and Wages Module 08: Capital Gain Tax Module 09: Value Added Tax Module 10: Import and Export Module 11: Corporation Tax Module 12: Inheritance Tax Module 13: Double Entry Accounting Module 14: Management Accounting and Financial Analysis Module 15: Career as a Tax Accountant in the UK (See full curriculum) Who is this course for? Individuals seeking to develop a strong foundation in tax accounting. Professionals aiming to enhance their accounting and financial expertise. Beginners with an interest in taxation, finance, or business management. Entrepreneurs wanting to understand tax obligations for businesses. Students planning a career in accounting, auditing, or tax consultancy. Career Path Tax Accountant Payroll Administrator VAT Specialist Income Tax Advisor Financial Analyst Management Accountant Corporate Tax Consultant Self-Assessment Practitioner Tax Compliance Officer Accounting Technician

This five-day programme empowers participants with the skills and knowledge to understand and effectively apply best practice commercial and contracting principles and techniques, ensuring better contractor performance and greater value add. This is an assessed programme, leading to the International Association for Contracts & Commercial Management (IACCM)'s coveted Contract and Commercial Management Practitioner (CCMP) qualification. By the end of this comprehensive programme the participants will be able to: Develop robust contracting plans, including scopes of work and award strategies Undertake early market engagements to maximise competition Conduct effective contracting and commercial management activities, including ITT, RFP, negotiated outcomes Understand the legalities of contract and commercial management Negotiate effectively with key stakeholders and clients, making use of the key skills of persuading and influencing to optimise outcomes Undertake effective Supplier Relationship Management Appreciate the implications of national and organisational culture on contracting and commercial activities Appreciate professional contract management standards Set up and maintain contract and commercial management governance systems Take a proactive, collaborative, and agile approach to managing commercial contracts Develop and monitor appropriate and robust KPIs and SLAs to manage the contractor and facilitate improved contractor performance Appreciate the cross-functional nature of contract management Collaborate with clients to deliver sustainable performance and to manage and exceed client expectations Understand the roles and responsibilities of contract and commercial managers Use effective contractor selection and award methods and models (including the 10Cs model) and use these models to prepare robust propositions to clients Make effective use of lessons learned to promote improvements from less than optimal outcomes, using appropriate templates Effectively manage the process of change, claims, variations, and dispute resolution Develop and present robust propositions Make appropriate use of best practice contract and commercial management tools, techniques, and templates DAY ONE 1 Introduction Aims Objectives KPIs Learning strategies Plan for the programme 2 The contracting context Key objectives of contract management Importance and impact on the business 3 Critical success factors Essential features of professional commercial and contract management and administration The 6-step model 4 Putting the 'management' into commercial and contract management Traditional v 'new age' models The need for a commercial approach The added value generated 5 Definitions 'Commercial management' 'Contract management' 'Contracting' ... and why have formal contracts? 6 Stakeholders Stakeholder mapping and analysis The 'shared vision' concept Engaging with key functions, eg, HSE, finance, operations 7 Roles and responsibilities Contract administrators Stakeholders 8 Strategy and planning Developing effective contracting plans and strategies DAY TWO 1 Contract control Tools and techniques, including CPA and Gantt charts A project management approach Developing effective contract programmes 2 The contracting context Key objectives of contract management Importance and impact on the business 3 Tendering Overview of the contracting cycle Requirement to tender Methods Rationale Exceptions Steps Gateways Controls One and two package bids 4 Tender assessment and contract award I - framework Tender board procedures Role of the tender board (including minor and major tender boards) Membership Administration Developing robust contract award strategies and presentations DAY THREE 1 Tender assessment and contract award II - processes Pre-qualification processes CRS Vendor registration rules and processes Creating bidder lists Disqualification criteria Short-listing Using the 10Cs model Contract award and contract execution processes 2 Minor works orders Process Need for competition Role and purpose Controls Risks 3 Contract strategy Types of contract Call-offs Framework agreements Price agreements Supply agreements 4 Contract terms I: Pricing structures Lump sum Unit price Cost plus Time and materials Alternative methods Target cost Gain share contracts Advance payments Price escalation clauses 5 Contract terms II: Other financial clauses Insurance Currencies Parent body guarantees Tender bonds Performance bonds Retentions Sub-contracting Termination Invoicing 6 Contract terms III: Risk and reward Incentive contracts Management and mitigation of contractual risk DAY FOUR 1 Contract terms IV: Jurisdiction and related matters Applicable laws and regulations Registration Commercial registry Commercial agencies 2 Managing the client-contractor relationship Types of relationship Driving forces Link between type of contract and style of relationships Motivation - use of incentives and remedies 3 Disputes Types of dispute Conflict resolution strategies Negotiation Mediation Arbitration DAY FIVE 1 Performance measurement KPIs Benchmarking Cost controls Validity of savings Balanced scorecards Using the KPI template 2 Personal qualities of the contract manager Negotiation Communication Persuasion and influencing Working in a matrix environment 3 Contract terms V: Drafting skills Drafting special terms 4 Variations Contract and works variation orders Causes of variations Risk management Controls Prevention Negotiation with contractors 5 Claims Claims management processes Controls Risk mitigation Schedules of rates 6 Close-out Contract close-out and acceptance / completion HSE Final payments Performance evaluation Capturing the learning 7 Close Review Final assessment Next steps