Name: Sales Management
Price: 890 GBP
Availability: InStock

Southampton

<h1 dir="ltr" id="isPasted" fr-original-style="" style="box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Course Overview:</span></h1><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">This training based on leading teams will help you to develop anyone that leads a team or is involved in a leadership role. It is also useful for those that are about to embark on a position of leadership or need to develop their leadership skills.</span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Course Contents:</strong></span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Having an effective team around you is crucial. However, it is an area that is often left to chance, which can lead to de-motivated individuals that do not feel part of the business and consequently do not perform. This course looks at what it takes to lead an effective team and how you can get the best out of the people in it by understanding the role of the leader, both personally and from the point of view of the team.</span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Course Topics:</strong></span></p><ul fr-original-style="" style="box-sizing: border-box;"><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Qualities of an Effective Leader</strong></span><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&nbsp;&ndash; Identifying the key characteristics of effective leaders, rating themselves against them and establishing key actions to develop the skills.</span></p></li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Leader or Manager?</strong></span><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&nbsp;&ndash; Establishing the difference between the two and comparing themselves to those qualities.</span></p></li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">That Vision Thing</strong></span><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&nbsp;&ndash; Making the business vision &lsquo;live&rsquo; for the team by answering key questions.</span></p></li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Developing Your Team Goals</strong></span><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&nbsp;&ndash; Reviewing an action plan that develops clear goals for their team based on the business vision.</span></p></li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Motivation</strong></span><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&nbsp;&ndash; Determining the &lsquo;Why&rsquo; for their staff and developing an understanding of emotions in a business context.</span></p></li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">What Motivates?</strong></span><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&nbsp;&ndash; Looking at specific motivators for individuals and understanding that everyone is motivated by different things.</span></p></li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Being Consistently Different</strong>&nbsp;</span><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&ndash; Going against popular leadership theory and identifying that each staff member needs to be treated differently.</span></p></li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Dealing With Difficult Team Members</strong></span><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&nbsp;&ndash; Understanding why team members are difficult. Looking at different behavior types and strategies for responding to them. Also, realizing that &lsquo;difficult&rsquo; behavior sometimes has its benefits.</span></p></li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Coaching</strong></span><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&nbsp;&ndash; Using a simple method of coaching, including action plans.</span></p></li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Three Key Skills of Coaching</strong></span><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&nbsp;&ndash; Looking at the skills required to be an effective coach.</span></p></li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Instant Results Coaching</strong></span><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&nbsp;&ndash; Coaching in a hurry!</span></p></li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Can Do Coaching Practice</strong></span><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&nbsp;&ndash; Putting the learning into practice</span></p></li></ul><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Course Feature:</strong></span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">By the end of this training you will be able to:</span></p><ul fr-original-style="" style="box-sizing: border-box;"><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Explain the qualities of an effective leader</span></p></li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Benchmark themselves against those qualities and develop actions to improve</span></p></li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Explain the difference between leading and managing</span></p></li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Explain the value of sharing the business vision with the team</span></p></li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Develop team goals based on the business vision</span></p></li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Motivate their staff by understanding their drivers and developing actions to support them</span></p></li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Deal with difficult staff members</span></p></li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Challenge staff in a meaningful and effective way</span></p></li><li dir="ltr" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Coach staff effectively using a simple process</span></p></li></ul><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Certification:</strong></span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Once after the training you receive course completion certificate from Mangates</span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Who can Attend?</strong></span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Anybody who is interested in learning Effective Skills to Lead a Team.</span></p>

Certificate: Course Completion Certificate | Language: English

Duration: 1 Day | Credits: 8 PDUs

Course Delivery: Classroom | Virtual Live

Lunch and Beverages are included in a classroom session

Course Contents:

In a survey carried out amongst experienced, middle and senior executives, designed to determine the things that they feared most, public speaking came out as number one. Death was eighth on the list! So, most of us would rather die than stand up and present!
This session will provide you with the ideas and techniques to help them feel more confident about presenting, and will help you to become an effective presenter.

Course Topics:

Problems and fears with Presentations – Looking at the past problems delegates have felt and seen with presentations. What their fears are and their likes and dislikes of presenting.

Qualities of an Effective Presenter – Identifying what makes a presenter good and analysing the skills required.

Planning a Presentation – Key considerations when planning a presentation and planning around the audience.

Structuring Your Presentation – Considering the attention span of an audience and structuring the session around this. Using the ‘Communicating to Convince’ model to structure the presentation.

Opening Attention Grabbers – How to start a session with a bang.

Using Visual Aids – The do’s and don’ts regarding visual aids and making them effective.

Presentation Models and Tools – Identifying alternatives to PowerPoint.

Presentation style – Considering their style, including; mannerisms, gestures, eye contact, voice and nerves.

Presentation Practice – A chance to test their presenting skills and provide feedback in a safe environment.

Course Feature:

At the end of this presentation skills training course you will be able to:

Plan a presentation keeping the audience in mind
Develop clear objectives for their presentation
Use ‘attention grabbers’ to enhance their opening
Develop effective visual aids
Use several different methods and tools for presenting
Use positive presentation style behaviours
Practice their skills of presenting

Certification:

Once after the training you receive course completion certificate from Mangates

Who can Attend?

Anybody who is interested in learning Presentation Skills.

Mangates

Presentation Skills 1 Day Workshop in Southampton

The sale ends 10 days before the event starts.

Early Bird Fee

The sale ends 5 days before the event starts.

Standard Fee

Certificate: Course Completion Certificate | Language: English
Duration: 1 Day | Credits: 8 PDUs
Course Delivery: Classroom | Virtual Live
Lunch and Beverages are included in a classroom session
Course Overview:
Emotional intelligence describes the ability to understand one’s own feelings. It also provides great insight into how emotion influences motivation and behavior. The concept of Emotional Intelligence has been around since the early 20th century, but the term was first introduced by Wayne Payne in 1985.
With our Emotional Intelligence workshop, you will gain a better understanding of self-management and self-awareness. This in turn will give you better insight and control over your actions and emotions. With a greater understanding of emotions, you will experience a positive impact on your professional and personal lives.
Target Audience:
Anybody who is interested in learning Emotional intelligence Skills
Learning Objectives:
Understand the Emotional Intelligence competency framework.
Assess and understand current Emotional Intelligence level.
Understand techniques for being highly positive and energetic.
Understand how emotions can influence thoughts, goals, relationships, decision-making ability, etc.
Understand the importance of high expectations and pressure and how to go through it.
Understand how to be an emotionally strong person, who can handle emotions.
Understand how to be a responsible person, who does not believe in blame/complaint.
Understand techniques to develop your emotional intelligence on the job.
Agenda:
Module One: What is Emotional Intelligence?
Self-Management
Self Awareness
Self-Regulation
Self-Motivation
Empathy
Module Two: Four Skills in Emotional Intelligence
How to Accurately Perceive Emotions
Use Emotions to Facilitate Thinking
Understand Emotional Meanings
Manage Emotions
Module Three: Verbal Communication Skills
Focused Listening
Asking Questions
Communicating with Flexibility and Authenticity
Module Four: Non-Verbal Communication Skills
Body Language
The Signals You Send to Others
It’s Not What You Say, It’s How You Say It
Module Five: Social Management and Responsibility
Benefits of Emotional Intelligence
Articulate your Emotions Using Language.
Module Six: Tools to Regulate Your Emotions
Seeing the Other Side
Self-Management and Self Awareness
Giving in Without Giving Up
Module Seven: Gaining Control
Using Coping Thoughts
Using Relaxation Techniques
Bringing it All Together
Module Eight: Business Practices (I)
Understand Emotions and How to Manage Them in the Workplace
Role of Emotional Intelligence at Work
Disagreeing Constructively
Module Nine: Business Practices (II)
Optimism
Pessimism
The Balance Between Optimism & Pessimism
Module Ten: Making an Impact
Creating a Powerful First Impression
Assessing a Situation
Being Zealous without Being Offensive
Module Eleven: Wrapping Up
Words from the Wise
Review of Parking Lot
Lessons Learned
Completion of Action Plans and Evaluations

Basic

Emotional Intelligence (EQ)

Emotional Intelligence 1 Day Training in Southampton

Emotional intelligence 1 Day Training in Southampton

Certificate: Course Completion Certificate | Language: English
Duration: 1 Day | Credits: 8 PDUs
Course Delivery: Classroom | Virtual Live
Lunch and Beverages are included in a classroom session
Course Overview:
We all know an angry face when we see one. Anger is such a universal and powerful emotion that can make you physically and emotionally ill, sap your energy, and poison your relationships or it can motivate you to make needed changes and add vitality to your life. This training program aims to help you adopt a more constructive attitude towards your anger and to more effectively manage anger in others as well. Practical activities and tools will empower those who act out their anger in negative ways to gain better control of their anger and their lives and use it as a tool to motivate and empower them to affirm their integrity or boundaries. The program will encourage participants to look deep inside to explore the roots of their anger and present alternatives to the old ways of thinking and dealing with anger.
Learning Objectives:
By the end of this training course participants will be able to:
Understand both the “Right” skill set and mindset needed to properly manage their anger.
Learn to communicate angry feelings assertively and in ways that will take into account the needs of others.
Adopt a more constructive attitude towards anger and understand the difference between constructive and destructive anger.
Use practical techniques to properly handle anger in others.
Agenda:
Module 1: Anger Anatomy:
Is anger good or bad?
Five famous myths about anger
Having the “Right Mindset” for managing anger
Physical effects of anger
Module 2: The Anger Management Skill Set:
Having the “Right Skill Set” for managing anger.
The 4 deep sources of anger.
The assertive statement to communicate anger.
Rules of assertive behavior.
Module 3: The Anger Management Process:
My personal anger assessment – Self-assessment.
A four-step process to effectively express your anger.
Module 4: Handling Anger in Others:
The importance of listening.
Summarizing and reflecting back on what was said.
Reflecting emotions and reframing statements.
Three-step technique for handling anger in others.
Target Audience:
Anybody who is interested in learning Anger Management Skills.
Prerequisites:
None

Anger Management

Anger Management 1 Day Training in Southampton































































 
















The Art of Staying Calm: Anger Management in Action 1 Day Workshop in Southampton

Certificate: Course Completion Certificate | Language: English
Duration: 1 Day | Credits: 8 PDUs
Course Delivery: Classroom | Virtual Live
Lunch and Beverages are included in a classroom session

Course  Overview:
This report writing training is aimed at people who are new to report writing or who need to improve their report writing skills. As you would expect from us, this is not a programme covering theory alone. You are expected to put into practice what they are learning as they go through the day.
This training will help you to develop the report writing skills of your participants and ensure you deliver a successful report writing training course.
Course Topics:
Section One – Introduction to Report Writing
This section covers the key principles of report writing and lays the foundation for the remainder of the day’s activities. Topics covered include:
 Why a report?
Why are some reports ineffective?
Basic Principles of Report Writing
Structure of Business Reports
Section Two – Plan and Prepare
This section looks at a number of techniques to help report writers prepare before                beginning the task of writing. Great emphasis is placed on planning and preparing. We consider this to be the key to effective report writing. Topics Include:
Purpose of the Report
Knowing your Readers
Generating Ideas
Sources of Information
The Extended Pyramid
Report Outline
Section Three – Write the Report
Participants work on an actual report or develop one from a brief provided by us.  This section builds on the principles already covered and we also cover topics such as:
Getting Started
Overcoming Writer's Block
Language
Section Four – Check and Edit
In this final section we consider the importance of checking and editing reports     before submitting. We suggest an approach that gives the best chance of ensuring that  participants present professional reports to their readers.
Participants get the opportunity to practice their checking techniques using the reports they produced earlier.
Course Feature:
By the end of this report writing training you will be able to:
Prepare and plan reports that meet their intended purpose
Produce reports that conform to an established and acceptable structure
Proofread and edit their reports effectively before submitting them to their intended readers
Certification:
Once after the training you receive course completion certificate from Mangates
Who can Attend?
Anybody who is interested in learning Report Writing Skills.

Financial Reporting

Writing Skills

Report Writing 1 Day Training in Southampton

Certificate: Course Completion Certificate | Language: English
Duration: 1 Day | Credits: 8 PDUs
Course Delivery: Classroom | Virtual Live
Lunch and Beverages are included in a classroom session

Course Overview:
Personal time management skills are essential for professional success in any workplace. Those able to successfully implement time management strategies are able to control their workload rather than spend each day in a frenzy of activity reacting to crisis after crisis - stress declines and personal productivity soars! These highly effective individuals are able to focus on the tasks with the greatest impact to them and their organization.
The Time Management workshop will cover strategies to help participants learn these crucial strategies. You will be given a skill set that includes personal motivation, delegation skills, organization tools, and crisis management. We"ll cover all this and more during this workshop.
Learning Objectives:
After completing this course, the learners will be able to: 
Explore why time management issues arise
Improve ability to plan and prioritize work
The importance of setting clear goals
Minimize wasted time and distractions in the workplace
How to avoid being deflected from your priorities
Self-motivation as a time management tool
Dealing with unexpected events that steal time
Tools and techniques for effective delegation
How to say 'no' to some 'now' requests
Agenda:
Module One: Goal Setting
The Three P"s
S.M.A.R.T. Goals
Prioritizing Your Goals
Visualization
Module Two: Prioritizing Your Time
The 80/20 Rule
The Urgent Versus Important Matrix
Assertiveness
Module Three: Planning Wisely
Creating Your Productivity Journal
Maximizing the Power of Your Productivity Journal
The Glass Jar: Rocks, Pebbles, Sand, and Water
Chunck, Block, and Tackle
Ready, Fire, Aim!
Module Four: Tackling Procrastination
Why We Procrastinate
Nine Ways to Overcome Procrastination
Eat That Frog!
Module Five: Crisis Management
When the Storm Hits
Creating a Plan
Executing the Plan
Lessons Learned
Module Six: Organizing Your Workspace
Declutter
Managing Workflow
Dealing with Email
Using Calendars
Module Seven: Delegating Made Easy
When to Delegate
To Whom Should You Delegate?
How Should You Delegate
Keeping Control
The Importance of Full Acceptance
Module Eight: Setting a Ritual
What is a Ritual?
Ritualizing Sleep, Meals, Exercise
Examples of Rituals
Using Rituals to Maximize Time
Module Nine: Meeting Management
Deciding if a Meeting is Necessary
Using the PAT Approach
Building the Agenda
Keeping Things on Track
Making Sure the Meeting Was Worthwhile
Module Ten: Alternatives to Meetings
Instant Messaging and Chat Rooms
Teleconferencing
Email Lists and Online Groups
Collaborating Applications
Module Eleven: Wrapping Up
Words from the Wise
Review of Parking Lot
Lessons Learned
Completion of Action Plans and Evaluations
Target Audience:
Anybody who is interested in Learning Time Management Skills

Time Management 1 Day Training in Southampton

Certificate: Course Completion Certificate | Language: English
Duration: 1 Day | Credits: 8 PDUs
Course Delivery: Classroom | Virtual Live
Lunch and Beverages are included in a classroom session
Course Overview:
Events do not just happen, they take time to plan, develop, and create. This workshop is designed to give your participants the tools needed to host a great event. They will touch on planning and administrative techniques that will give them the confidence to run an engaging event that will leave a positive and lasting impression on each attendee.
With our Event Planning workshop y,our participants will explore ways to work with vendors, security, technicians, and wait staff. They will touch on different event types such as awards ceremonies, charity events, and business conferences. By utilizing the correct skill set you will be provided the details to pull off a successful event.
Target Audience:
Anybody who is interested in learning Event Planning Skills
Learning Objectives:
By the end of the course, participants will be able to understand:
Types of Events
Brainstorming
Types of Entertainment
Support Staff
Technical Staff
Vendors
Finalize the Plan
Administrative Tasks
Get Organized
Post Event Activities
Wrapping Up
Agenda:
Module One: Types of Events
Awards
Charity
Conferences and Seminar
Holiday
Case Study
Module One: Review Questions
Module Two: Brainstorming
Determine the Event’s Purpose
Determine a Theme
Write Down & Review Ideas
Determine a Date
Case Study
Module Two: Review Questions
Module Three: Types of Entertainment
Games
Activities
Speakers
Performers
Case Study
Module Three: Review Questions
Module Four: Support Staff
Security
Valet
Wait Staff
Clean up Crew
Case Study
Module Four: Review Questions
Module Five: Technical Staff
Visual Technician (lighting)
Media Technician (website, Facebook, etc.)
Audio Technician (Sound)
Specialized Electrical Equipment Technician (for performers)
Case Study
Module Five: Review Questions
Module Six: Vendors
Food
Equipment
Decorations and Furnishing
Photography/ Video
Case Study
Module Six: Review Questions
Module Seven: Finalize the Plan
Venue
Registration
Entertainment
Cuisine and Decor
Case Study
Module Seven: Review Questions
Module Eight: Administrative Tasks
Create a Budget
Branding and Marketing
Insurance and Permits
Contracts (for event staff, entertainment, rentals, and vendors)
Case Study
Module Eight: Review Questions
Module Nine: Get Organized
Form a Team
Timeline
Checklists
Backup Plans
Case Study
Module Nine: Review Questions
Module Ten: Post Event Activities
Survey
Share Media (photos and video)
Send Thank you Notes
Start planning the Next Event!
Case Study
Module Ten: Review Questions
Module Eleven: Wrapping Up
Words From The Wise
Review Of The Parking Lot
Lessons Learned
Recommended Reading
Completion Of Action Plans And Evaluations

Event Planning 1 Day Training in Southampton

The Ultimate Guide to Event Planning - 1 Day Workshop in Southampton

Certificate: Course Completion Certificate | Language: English

Duration: 1 Day | Credits: 8 PDUs

Course Delivery: Classroom | Virtual Live

Lunch and Beverages are included in a classroom session

Course Overview:

Whether you are preparing to be a professional trainer, or you are someone who does a bit of training as a part of their job, you always want to be prepared. The participants will understand that training is a process where skills, knowledge, and attitudes are applied in a unique way.
Our Train-The-Trainer workshop will provide the participants the skills to help them deliver engaging and compelling workshops. Skills such as facilitating needs analyses, and managing tough topics will give your trainees what they require to become a trainer themselves.

Learning Objectives:

Plan and organize professional presentations
Develop your own natural and relaxed communication style
Learn to sell your ideas with clarity and force that inspires others
Create an open, inclusive and stimulating learning environment
Approach challenges in a way that leads to victories and success for participants
Coach and develop participants to empower them and lead them to continuous improvement

Agenda:

Module One: Understanding Training and Facilitation
What is Training?
What is Facilitation?
Identifying Appropriate Situations for Each

Module Two: Gathering Materials
Identifying Participant’s Needs
Reviewing the Materials
Identifying and Resolving Gaps

Module Three: Creating a Lesson Plan
Planning for the Basics
Adding Slack Time
Creating a Plan B
A Take-Home Template

Module Four: Choosing Activities
Types of Activities
Creating a Tickle Trunk
What To Do When Games Go Wrong

Module Five: Preparing for the Workshop
Creating a Materials List
Gathering Participant Information
Setting up the Physical Location

Module Six: Getting off on the Right Foot
Greeting Participants
Being Prepared
Using Icebreakers

Module Seven: Delivery Tips and Tricks
Using Visual Aids
Creating Supporting Materials
Gauging When It's Time For A Break

Module Eight: Keeping it Interactive
Encouraging Discussion
Using Group Work
The Power of Post-It Notes

Module Nine: Dealing with Difficult Participants
The Ground Rules
Challenges and Solutions
Handling Interruptions

Module Ten: Tackling Tough Topics
Tough Stuff to Watch Out For
Adjusting Your Material for a Sensitive Issue
Dealing with Sensitive Issues in the Workshop

Module Eleven: Wrapping Up
Words from the Wise
Review of Parking Lot
Lessons Learned
Completion of Action Plans and Evaluations

Target Audience:

Anybody who is interested in learning Train-The-Trainer Skills.

Train-The-Trainer 1 Day Training in Southampton


Certificate: Course Completion Certificate | Language: English

Duration: 1 Day | Credits: 8 PDUs

Course Delivery: Classroom | Virtual Live

Lunch and Beverages are included in a classroom session

Course  Overview:

For the better part of everyday, we are communicating to and with others. Whether it's the speech you deliver in the boardroom, the level of attention you give your spouse when they are talking to you, or the look you give the cat, it all means something. 

The Communication Strategies workshop will help participants understand the different methods of communication and how to make the most of each of them. These strategies will provide a great benefit for any organization and its employees. They will trickle down throughout the organization and positively impact everyone involved.

Learning Objectives:

This workshop will help teach participants how to: 
Identify common communication problems that may be holding them back
Develop skills in asking questions
Identify what their non-verbal messages are telling others
Develop skills in listening actively and empathetically
Enhance their ability to handle difficult situations
Deal with situations assertively

Agenda:

Module One: The Big Picture
What is Communication?
How Do We Communicate?
Other Factors in Communication

Module Two: Understanding Communication Barriers
An Overview of Common Barriers
Language Barriers
Cultural Barriers
Differences in Time and Place

Module Three: Paraverbal Communication Skills
The Power of Pitch
The Truth about Tone
The Strength of Speed

Module Four: Non-Verbal Communication
Understanding the Mehrabian Study
All About Body Language
Interpreting Gestures

Module Five: Speaking Like a STAR
S = Situation
T = Task
A = Action
R = Result
Summary

Module Six: Listening Skills
Seven Ways to Listen Better Today
Understanding Active Listening
Sending Good Signals to Others

Module Seven: Asking Good Questions
Open Questions
Closed Questions
Probing Questions

Module Eight: Appreciative Inquiry
The Purpose of AI
The Four Stages
Examples and Case Studies

Module Nine: Mastering the Art of Conversation
Level One: Discussing General Topics
Level Two: Sharing Ideas and Perspectives
Level Three: Sharing Personal Experiences
Our Top Networking Tips

Module Ten: Advanced Communication Skills
Understanding Precipitating Factors
Establishing Common Ground
Using "I" Messages

Module Eleven: Wrapping Up
Words from the Wise

Target Audience:

Anybody who is interested in learning Communication Strategies Skills.

Communication Strategies 1 Day Workshop in Southampton


Certificate: Course Completion Certificate | Language: English

Duration: 1 Day | Credits: 8 PDUs

Course Delivery: Classroom | Virtual Live

Lunch and Beverages are included in a classroom session

Course  Overview:

This course focuses on effective negotiation techniques to be successful in different situations and with people holding different levels of power. The course evaluates how negotiations impact the organizations and ourselves. Reflect on the different outcomes that can be achieved through negotiation and understand which outcomes are acceptable for the intended objectives. Finally participants reflect on the influencing process and how one can achieve things without having the authority or power. 

Each module has been carefully selected based on the intake and skills gaps of the specific audience. After a brief introduction, participants are given 1 to 2 minutes to introduce themselves, practicing their presentation and communication skills (if the intake has included the requested video, this introduction will only be 1 minute). 

Learning Objectives:

At the end of this course, you will be able to:
Define negotiation and influencing stages and how to do so effectively. 
Understand different aspects of negotiating: persuasion, manipulation, assertiveness, rationalization, and active listening. 
Understand individuals and organizations (attitude, behavior and culture). What each party expects, dealing with emotions, and resistance. 
Power play: who is in control and how to change it – tactics and coordination of power. The importance of knowledge.
Understand communication strategies, effectiveness in communicating, verbal and nonverbal 
Orchestrating a plan: positioning, anticipating problems, managing conflicts, and  approaching others for help. 
Understand interpersonal skills: importance of self-awareness, adapting expectations, and resilience. 
Understand results: risk assessment, damage control, keeping good relationships, win-win outcomes. 
Understand how to use BAPNA, ZOPA, negotiation canvas and other tools and strategies.
Understand how communication and presentation skills empower your negotiation abilities. 

Agenda:

Before We Begin
Welcome/Introductions
Purpose/Inspiration
Course Dynamics
Self Evaluation on Basic Negotiation Skills Knowledge - Class Discussion

Negotiation Canvas
Understanding the Methodology
Think, Feel, See, Hear, Say and Do
Giving and Taking
Points of Interest
Plan B (Key Arguments and Drawbacks)

BATNA and ZOPA
BATNA - Best Alternative to a Negotiated Agreement Intro
Example/Role play: Selling a Car
ZOPA - Zone of Possible Agreement or "bargaining range” Intro
Example/Role Play: Overcoming a Negative Bargaining Zone

Evaluating Success
Defining Negotiation Success
Criteria to Evaluate/Measure Success and Effectiveness
Exercise/Role Play: Hand Shaking
Maintaining a Continued Positive Relationship

Influence and persuasion 
Definitions
General Overview
Positive and Negative Ways to Influence
Open Discussion: Sun vs Wind Tale 
Video: Perception and Persuasion
Video: The Science of Persuasion

Introduction to Communication and Presentation skills
Communication Skills
Exercise/Role Play: Connecting Strangers
Presentation Skills
Exercise/Role Play: Words Clearly Spoken and Silence
Video TED: How to Sound Smart - View and Discuss

Conclusions
Wrap Up
Self Assessment GAP
Feedback Form
Closing Remarks

Negotiation Skills - Professional 1 Day Workshop in Southampton

Loughborough

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			<p>A sales manager's role has more to do with the ability to lead, mentor, and motivate a sales team to achieve or exceed an organisation's sales goals. This programme concentrates on these skills and behaviours enhancing their existing skills to new levels through the sales management process.</p>
			<div><i></i> 4 x 3 Hour Sessions</div>
			<div><i></i>  £890.00 incl. VAT</div>
			
			
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			<p>Want to run this event in-house?  Enquire about running this event in-house </p>
			
		</div>

		<div>
			<p>Interested in attending? Have a suggestion about running this event near you?<br />Register your interest now</p>
			
		</div>
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		<h3>Description</h3>
		<p></p><h4><span>A sales manager's role has more to do with the ability to lead, mentor, and motivate a sales team to achieve or exceed an organisation's sales goals. This programme concentrates on these skills and behaviours enhancing their existing skills to new levels through the sales management process.<br /></span></h4>
<h4><span>Aim: To provide insight and develop the sales management skills of the participants through discussion, exercises and practice drawing out individual experiences to support the managers development<br /></span></h4>
<h4><span>Duration: The programme is made up of 4 x 3-hour virtual modules or 2 days in person.<br /></span></h4>
<p> </p>
<p><strong>Available as private Face to Face and virtual sessions (max 12 delegates) - £3,490  Plus VAT</strong></p>
<p> </p>
<p></p>
	
		<h3>Modules/Lessons</h3>
		<p></p><h3>Programme content</h3>
<h4>Module 1</h4>
<p><strong>Know Yourself and Your Team</strong></p>
<p>'To understand others, you must first understand yourself'.</p>
<ul>
<li>Personal questionnaire which highlights their behaviour traits</li>
<li>What the results mean</li>
<li>How their behaviours impact results and business relationships</li>
<li>How you use these when working with your people</li>
</ul>
<h4>Module 2</h4>
<p><strong>Understanding individual and team motivation</strong></p>
<ul>
<li>Complete a Motivation Exercise and then look at</li>
<li>How the Sales Management Process can act as a motivation tool</li>
</ul>
<p><strong>Effective Team Meetings</strong></p>
<ul>
<li>Do and Don'ts of effective Team Meetings</li>
<li>Interest, Commitment, Enthusiasm - ICE in Team Meetings</li>
<li>Providing focus and gaining commitment</li>
<li>A great Agenda</li>
</ul>
<h4>Module 3</h4>
<p><strong>Positive Performance Management</strong></p>
<ul>
<li>Refresh on the role of a Sales manager</li>
<li>Meeting the Account Manager, why, how often, where, what discussed</li>
<li>Account Manager ownership and responsibility</li>
<li>How to identify performance gaps and skills gaps</li>
<li>How to identify team and individual issues and providing the focus needed to overcome these</li>
<li>How to gain commitment and following through in business reviews meetings</li>
<li>How to motivate the individuals in Business Review Meeting</li>
<li>Having difficult conversations and deal with difficult situations </li>
</ul>
<h4>Module 4</h4>
<p><strong>Performance Coaching</strong></p>
<ul>
<li>Links to the previous session</li>
<li>Coaching Styles</li>
<li>Provides the coaching tool for use in Performance Coaching discussions</li>
<li>Consultative Questioning to ensure Account Manager ownership</li>
<li>Live demonstration</li>
<li>Practice the skills</li>
</ul>
<p> </p>
<p></p>

A sales manager's role has more to do with the ability to lead, mentor, and motivate a sales team to achieve or exceed an organisation's sales goals. This programme concentrates on these skills and behaviours enhancing their existing skills to new levels through the sales management process.
4 x 3 Hour Sessions £890.00 incl. VAT
Want to run this event in-house? Enquire about running this event in-house 
Interested in attending? Have a suggestion about running this event near you?
Register your interest now
Description

A sales manager's role has more to do with the ability to lead, mentor, and motivate a sales team to achieve or exceed an organisation's sales goals. This programme concentrates on these skills and behaviours enhancing their existing skills to new levels through the sales management process.
Aim: To provide insight and develop the sales management skills of the participants through discussion, exercises and practice drawing out individual experiences to support the managers development
Duration: The programme is made up of 4 x 3-hour virtual modules or 2 days in person.
 
Available as private Face to Face and virtual sessions (max 12 delegates) - £3,490 Plus VAT
 

Modules/Lessons

Programme content
Module 1
Know Yourself and Your Team
'To understand others, you must first understand yourself'.
Personal questionnaire which highlights their behaviour traits
What the results mean
How their behaviours impact results and business relationships
How you use these when working with your people
Module 2
Understanding individual and team motivation
Complete a Motivation Exercise and then look at
How the Sales Management Process can act as a motivation tool
Effective Team Meetings
Do and Don'ts of effective Team Meetings
Interest, Commitment, Enthusiasm - ICE in Team Meetings
Providing focus and gaining commitment
A great Agenda
Module 3
Positive Performance Management
Refresh on the role of a Sales manager
Meeting the Account Manager, why, how often, where, what discussed
Account Manager ownership and responsibility
How to identify performance gaps and skills gaps
How to identify team and individual issues and providing the focus needed to overcome these
How to gain commitment and following through in business reviews meetings
How to motivate the individuals in Business Review Meeting
Having difficult conversations and deal with difficult situations
Module 4
Performance Coaching
Links to the previous session
Coaching Styles
Provides the coaching tool for use in Performance Coaching discussions
Consultative Questioning to ensure Account Manager ownership
Live demonstration
Practice the skills
 


Mpi Learning - Professional Learning And Development Provider

A sales manager's role has more to do with the ability to lead, mentor, and motivate a sales team to achieve or exceed an organisation's sales goals. This programme concentrates on these skills and behaviours enhancing their existing skills to new levels through the sales management process.

Sales Management

General Admission

<p dir="ltr" id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;">Facilitated by: Teresa Nightingale, HIGN trustee and Income Generation &amp; Marketing Director, Wirral Hospice St John&rsquo;s.</span></p><span style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;">Sharing and networking session.</span><div fr-original-style="" style="box-sizing: border-box;"><span style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;"><br fr-original-style="" style="box-sizing: border-box;"></span></div><div fr-original-style="" style="box-sizing: border-box;"><span style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;">Q2 Reporting<br fr-original-style="" style="box-sizing: border-box;"><br style="color: rgb(0, 0, 54); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 54);"><span style="color: rgb(0, 0, 54); box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 54);">THIS SESSION WON&#39;T BE RECORDED.</span><br fr-original-style="" style="box-sizing: border-box;"></span><div fr-original-style="" style="box-sizing: border-box;"><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><br fr-original-style="" style="box-sizing: border-box;"></span><span style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;">Session aimed at fundraising leaders: Directors | Heads of | Leads | Managers</span></div></div>

Taster Session - Working with Third Parties by Jane Montague

Session aimed at corporate fundraisers.

Hospice Income Generation Network

Fri 21 Mar 2025 - Working with Third Parties

Chelmsford

Stratford

Our Site Management Safety Training Scheme (SMSTS) refresher training courses, available both online and in-person, are designed for managers and individuals in positions of authority who completed their original SMSTS training program less than three years ago.

Aims
Participants will undertake a concise yet equally engaging training program covering all essential aspects of enforcing health and safety codes of practice at construction sites. Topics include in-depth discussions on risk assessments and effective methods for monitoring and managing industry-specific hazards.
Instructions
For online courses labeled “Remote Learning,” a tutor will deliver the training via video call.
All SMSTS courses are delivered and assessed in English. Participants must have a good command of the language to successfully complete the program.
Additional attendee information will be provided via email. Please ensure you check your inbox.


SMC Safety Solutions

Site Management Safety Training Scheme (SMSTS) Refresher

This five-day course is a must for anyone who is considering or already working in a role with site manager responsibilities. This course covers all relevant legislation affecting safe working in the building, construction, and civil engineering industries.
It is endorsed by Build UK as the standard training for all construction managers.
Aims
To give a clear understanding of health, safety, welfare, and environmental legislation that affects your management role. It highlights the need for risk assessment in the workplace, the implementation of the necessary control measures and adequate communication to sustain a health and safety culture within the workforce.
Course Content
To give a clear understanding of health, safety, welfare, and environmental legislation that affects your management role. It highlights the need for risk assessment in the workplace, the implementation of the necessary control measures and adequate communication to sustain a health and safety culture within the workforce.
Course Content
• Health, safety, welfare and environmental legislation affecting your daily work
• New guidance and industry best practice
• Duties and responsibilities with regards to health, safety, welfare, and the environment
• Safe working
Prerequisites
This course is for you if you’re considering, or already have management responsibilities for planning, organising, monitoring, controlling and administering groups of staff e.g. site manager.
Assessment
At the end of this course, all delegates will have a clear understanding of controlling health and safety on site from a manager’s role.
Certificate
The certification for this course is valid for 5 years and is endorsed by Build UK as a standard training for all site managers.
To remain certified in this area, you will need to take a refresher course before the expiry date on your certificate, otherwise the full course will need to be retaken.
Instructions
Please note all online Site Management Safety Training Scheme courses with the venue “Online” will be delivered by a tutor over a video call.
This training will be delivered and assessed in English language; therefore, a good standard is required to complete the course.
Further attendee information will be sent in a separate email, please check your inbox.

Site Management Safety Training Scheme (SMSTS) 5 day course

Manchester

Course Information
Join our comprehensive three-day programme designed as an invaluable external training opportunity for auditors, audit programme managers, and individuals subject to audits. This course is tailored to foster a deep understanding and cultivate essential skills for auditing the validation of computer systems intended for GxP environments (GLP, GCP, GMP, GDP, GPvP).
Commencing with an overview of regulatory prerequisites and the system life cycle, the course swiftly transitions to focus on the pragmatic aspects of auditing computer system validation.
Experience a blend of presentations, interactive discussions, and immersive practical workshops throughout the duration of the course.
Delegates will benefit from practical examples of how to understand the framework of applicable regulations and guidance.
Apply risk management techniques to audit planning
Plan and conduct computerised system audits
Assess system validation documentation to verify compliance
Evaluate data integrity and security issues
Prepare for regulatory inspection.
The course is structured to encourage delegates to:
Discuss and develop ideas
Solve specific problems
Understand the vulnerabilities of computerised systems
Learn how to create a compliance checklist
Link system development with good business practice.
Is this course for you?
Auditors
Audit programme managers
Individuals subject to audits.





Tutors
Tutors will be comprised of (click the photos for biographies):

Nichola Stevens
Director and Principal Consultant, Nuncius Compliance Solutions Ltd

Barry McManus
Consultancy Partner, Empowerment Quality Engineering Ltd





Programme
Please note timings may be subject to alteration.


Day 1
09:00
Welcome and Introductions
09:45
Why We Validate and Regulatory Trends
10:30
Break
10:45
Audit Overview, High Level Process and Scheduling
11:30
System Lifecycle
12:30
Lunch
13:15
Exercise 1 - Audit Scheduling
14:45
Exercise 1 - Feedback
15:15
Break
15:30
Validation Deliverables
16:30
Risk Assessments
17:30
Close of Day 1


Day 2
09:00
Supplier Assessment
10:30
Break
10:45
Exercise 2 - Planning a Supplier Audit
12:00
Exercise 2 - Feedback
12:30
Lunch
13:15
Exercise 3 - Auditing a Computerised System Validation Package
15:30
Break
15:45
Exercise 3 - Feedback
16:30
Change Control
17:15
Close of Day


Day 3
09:00
Infrastructure Qualification
09:45
Maintaining a Validated State - Operational Processes
11:00
Break
11:15
Exercise 4 - Auditing Systems in Operational Use
12:45
Lunch
13:30
Exercise 4 - Feedback
14:15
Exercise 5 - Auditing Trail Review
15:30
Break
15:45
Exercise 5 - Feedback
16:15
Course Objectives Summary and Any Additional Questions
16:45
Close of Course



Extra Information


Face-to-face course
Course Material
Course material will be available in PDF format for delegates attending this course. The advantages of this include:
Ability for delegates to keep material on a mobile device
Ability to review material at any time pre and post course
Environmental benefits – less paper being used per course.
The material will be emailed in advance of the course and RQA will not be providing any printed copies of the course notes during the training itself. Delegates wishing to have a hard copy of the notes should print these in advance to bring with them. Alternatively delegates are welcome to bring along their own portable devices to view the material during the training sessions.


Remote course
Course Material
This course will be run completely online. You will receive an email with a link to our online system, which will house your licensed course materials and access to the remote event.
Please note this course will run in UK timezone.
The advantages of this include:
Ability for delegates to keep material on a mobile device
Ability to review material at any time pre and post course
Environmental benefits – less paper being used per course Access to an online course group to enhance networking.
You will need a stable internet connection, a microphone and a webcam.
CPD Points
19 Points
Development Level
Develop

Research Quality Association

Auditing Computerised Systems

RQA Member

Non Member

<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(16, 24, 32); box-sizing: border-box;" fr-original-style=" color: rgb(16, 24, 32);"><img src="https://images.cademy.co.uk/noble-foods/72a25245-9100-48ee-935a-ee2add5a76c4/original.jpeg" style="width: 300px; display: block; vertical-align: top; margin: 5px auto; text-align: center; cursor: auto; padding: 0px 1px; -webkit-user-select: none; max-width: 100%; position: relative; box-sizing: border-box;" fr-original-style="width: 300px; display: block; vertical-align: top; margin: 5px auto; text-align: center; cursor: auto;" fr-original-class="fr-draggable"><br fr-original-style="" style="box-sizing: border-box;"></span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(16, 24, 32); box-sizing: border-box;" fr-original-style=" color: rgb(16, 24, 32);">Every year, organisations spend billions on strategy creation&mdash;and more than 80% of those strategies fail. FranklinCovey&rsquo;s </span><em style="color: rgb(16, 24, 32); box-sizing: border-box;" fr-original-style=" color: rgb(16, 24, 32);">The 4 Disciplines of Execution</em><sup style="color: rgb(16, 24, 32); box-sizing: border-box;" fr-original-style=" color: rgb(16, 24, 32);">&reg;</sup>&nbsp;<em fr-original-style="" style="box-sizing: border-box;">(4DX)</em> methodology provides the framework for <span style="caret-color: rgb(16, 24, 32); box-sizing: border-box;" fr-original-style="caret-color: rgb(16, 24, 32);">organisations</span>&nbsp;seeking to increase strategic execution by creating a culture of high performance.</p><h2 style="color: rgb(16, 24, 32); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(16, 24, 32);"><span style="font-size: 18px; box-sizing: border-box;" fr-original-style="font-size: 18px;"><em fr-original-style="" style="box-sizing: border-box;">Discipline 1: Focus on the Wildly Important</em></span></h2><p style="color: rgb(16, 24, 32); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(16, 24, 32);">This is the discipline of&nbsp;<em style="color: rgb(16, 24, 32); box-sizing: border-box;" fr-original-style=" color: rgb(16, 24, 32);">focus.</em>&nbsp;Exceptional execution starts with narrowing the focus&mdash;clearly identifying what must be done. Otherwise, nothing else you achieve really matters much.</p><h2 style="color: rgb(16, 24, 32); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(16, 24, 32);"><span style="font-size: 18px; box-sizing: border-box;" fr-original-style="font-size: 18px;">Discipline 2: Act on the Lead Measures</span></h2><p style="color: rgb(16, 24, 32); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(16, 24, 32);">This is the discipline of&nbsp;<em style="color: rgb(16, 24, 32); box-sizing: border-box;" fr-original-style=" color: rgb(16, 24, 32);">leverage</em>. 80% of your results will come from 20% of your activities; are you focusing on the right ones? Discipline 2 is based on the principle that not all actions are created equal. Identify and act on the activities with the highest leverage.</p><h2 style="color: rgb(16, 24, 32); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(16, 24, 32);"><span style="font-size: 18px; box-sizing: border-box;" fr-original-style="font-size: 18px;">Discipline 3: Keep a Compelling Scoreboard</span></h2><p style="color: rgb(16, 24, 32); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(16, 24, 32);">This is the discipline of&nbsp;<em style="color: rgb(16, 24, 32); box-sizing: border-box;" fr-original-style=" color: rgb(16, 24, 32);">engagement</em>. People and teams play differently when they are keeping score, and the right kind of scoreboards motivate the players to win.</p><h2 style="color: rgb(16, 24, 32); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(16, 24, 32);"><span style="font-size: 18px; box-sizing: border-box;" fr-original-style="font-size: 18px;">Discipline 4: Create a Cadence of Accountability</span></h2><p style="color: rgb(16, 24, 32); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(16, 24, 32);">This is the discipline of&nbsp;<em style="color: rgb(16, 24, 32); box-sizing: border-box;" fr-original-style=" color: rgb(16, 24, 32);">accountability</em>. Each team engages in a simple weekly process that highlights successes, analyses failures, and course-corrects as necessary, creating the ultimate performance-management system.</p><p style="color: rgb(16, 24, 32); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(16, 24, 32);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><span style="font-size: 18px; box-sizing: border-box;" fr-original-style="font-size: 18px;"><br fr-original-style="" style="box-sizing: border-box;"></span></strong></p><p style="color: rgb(16, 24, 32); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(16, 24, 32);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><span style="font-size: 18px; box-sizing: border-box;" fr-original-style="font-size: 18px;">The Noble Experience </span></strong></p><p style="color: rgb(16, 24, 32); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(16, 24, 32);">This autumn we&#39;re road testing the 4DX methodology with members of the NLG and their teams from within the Poultry business unit. Real life successes, realistic roadblocks and issues, and a genuine appraisal of the outcomes, will all be shared with participants at the 2024 4DX sessions, as we strive to learn the best practices that enable us to go beyond a good strategy, to achieving great levels of execution!</p><p style="color: rgb(16, 24, 32); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(16, 24, 32);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Delivery of the 4DX sessions</strong></p><p style="color: rgb(16, 24, 32); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(16, 24, 32);">The 4 NLG groups will attend a one-day, in person module, where we&#39;ll share the 4DX methodology with you and hear directly from Richard Wood, MD of the Poultry business, as to how the approach has helped him and his team to delivery their objectives.</p><p style="color: rgb(16, 24, 32); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(16, 24, 32);"><img src="https://images.cademy.co.uk/noble-foods/7f22d13e-e7fe-43bb-ad22-a5dbd09dcb21/original.png" style="width: 698px; display: block; vertical-align: top; margin: 5px auto; text-align: center; cursor: auto; padding: 0px 1px; -webkit-user-select: none; max-width: 100%; position: relative; box-sizing: border-box;" fr-original-style="width: 698px; display: block; vertical-align: top; margin: 5px auto; text-align: center; cursor: auto;" fr-original-class="fr-draggable"><br fr-original-style="" style="box-sizing: border-box;"></p>

Success = Value + People + Process

With innovation happening more than ever, the new agile project economy requires more and more people across organisations to manage projects successfully, leading to many of us quietly slipping into the role of the unofficial project manager!
The problem is very few people receive formal training on how to do it. Stakeholders, scope creep, limited training, and a lack of process all combine to raise the probability of project failure costing organisations time, money, and employee morale
Is it any wonder 65% of all projects fail* each year!
The good news is—unofficial project managers can build confidence to lead high-value projects and engage teams in a way that inspires them to volunteer their best efforts.



Source: *Nieto-Rodriguez, A. (2021). “The Project Economy Has Arrived.” Harvard Business Review; Nov/Dec 21.
Outcomes
Project Management for the Unofficial Project Manager™ combines best practices from agile and waterfall project management to equip learners with the mindset, skillset, and toolset to engage and inspire team members.
Success starts with the core agile principle of value—a project must deliver value to Noble! Once value is established, it is people who make projects successful through a consistent process.
Project management isn’t just about managing logistics and hoping the project team is ready to play to win. The skills of “informal authority” are more important than ever before, so team members are inspired to contribute to project success!

This course will help learners:
Build strong informal authority that inspires project teams to consistently volunteer their best efforts.
Utilise a consistent process to start and finish high-value projects on time and with quality.
Influence and engage others to define a clear project scope, including clear deliverables and risk strategies.
Model openness and agility to apply proactive change management and deliver high-value projects.
Project Management Framework
The Project Management Framework guides you through five distinct elements in the life of any project. Coupled with the foundational behaviours taught in the programme, this framework can help you deliver highly successful projects again and again.

Who Should Attend?
This programme is for anyone who finds themselves leading projects at work, regardless of whether or not their job title says, Project Manager!
It is NOT a deep dive into project management processes, nor is it a qualification based programme.
Whilst it would be helpful to either be involved in or to be leading a project, during the programme, this is clearly not essential. However, it is advisable that the participants have had some experience, whether as a project member or as the person who is leading the project (officially or not)!
Project Management Institute (PMI)
FranklinCovey is a member of the Project Management Institute (PMI) Authorised Training Partners (ATP) Programme and this course has been designed to satisfy the project management education requirement for PMI Certifications as well as Professional Development Education units (PDUs) needed by PMI credential holders.

Noble Foods

Project Management for the Unofficial Project Manager™

<span dir="ltr" id="isPasted" fr-original-style="" style="box-sizing: border-box;"><span dir="ltr" id="isPasted" fr-original-style="" style="box-sizing: border-box;"><span dir="ltr" id="isPasted" fr-original-style="" style="box-sizing: border-box;"><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">In January 2024 alone, reports were published about the SRA taking enforcement action against 3 firms and 4 individuals for failure to comply with the Money Laundering Regulations 2017. The fines issued for these non-compliances total over &pound;570,000 plus costs. The absence of staff training, or requirement to complete additional training, was noted in a number of these cases.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">As a manager of a law firm, or more crucially an MLRO or MLCO, the ultimate responsibility for the firm&#39;s compliance, including with the MLR 2017, lies with you. It is your responsibility to ensure that the firm puts in place, reviews and updates compliant policies, controls and procedures. You must ensure that the firm maintains an up to date practice wide risk assessment. You are required to ensure that your employees are regularly given training on the MLR 2017 and associated risks.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">If a breach occurs, the SRA will take a wider look at the firm and identify any supervisory deficiencies that may have contributed to failures by fee earners or support staff. It has proven that it will not shy away from holding to account managers, compliance officers and MLRO/MLCOs for failures by their firms to comply with requirements of the MLR 2017.</p></span></span><span dir="ltr" id="isPasted" fr-original-style="" style="box-sizing: border-box;"><span dir="ltr" id="isPasted" fr-original-style="" style="box-sizing: border-box;"><span dir="ltr" id="isPasted" fr-original-style="" style="box-sizing: border-box;"><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">T<span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">his course will cover the following to assist firms MLROs, MLCOs and&nbsp;</span><span style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;">Management with fulfilling their AML management responsibilities:</span></p><ul fr-original-style="" style="box-sizing: border-box;"><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><div fr-original-style="" style="box-sizing: border-box;">How to comply with your obligations and stay compliant</div></li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><div fr-original-style="" style="box-sizing: border-box;">FWRA &ndash; linked with PCPs</div></li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><div fr-original-style="" style="box-sizing: border-box;">Mandatory AML Policies and Procedures - SRA have concerns</div></li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><div fr-original-style="" style="box-sizing: border-box;">Training and supervising staff</div></li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><div fr-original-style="" style="box-sizing: border-box;">Audits</div></li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><div fr-original-style="" style="box-sizing: border-box;">SRA requirements</div></li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><div fr-original-style="" style="box-sizing: border-box;">Reporting SARS</div></li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><div fr-original-style="" style="box-sizing: border-box;">POCA/TA</div></li><li style="font-size: 16px; box-sizing: border-box;" fr-original-style="font-size: 16px;"><div fr-original-style="" style="box-sizing: border-box;">Fulfilling reporting officer and compliance officer duties</div></li></ul></span></span></span><h2 fr-original-style="" style="box-sizing: border-box;"><span dir="ltr" fr-original-style="" style="box-sizing: border-box;">Target Audience</span></h2><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span dir="ltr" id="isPasted" fr-original-style="" style="box-sizing: border-box;">The online course is suitable for MLROs, MLCOs, firm management and those supporting these roles.</span></p><h2 data-key="21" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);">Resources</h2><p data-key="28" style="color: rgb(0, 0, 0); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);"><span data-key="29" fr-original-style="" style="box-sizing: border-box;"><span data-offset-key="29:0" fr-original-style="" style="box-sizing: border-box;">Comprehensive and up to date course notes will be provided to all delegates which may be useful for ongoing reference or cascade training.</span></span></p><p data-key="30" data-slate-fragment="JTdCJTIyb2JqZWN0JTIyJTNBJTIyZG9jdW1lbnQlMjIlMkMlMjJkYXRhJTIyJTNBJTdCJTdEJTJDJTIybm9kZXMlMjIlM0ElNUIlN0IlMjJvYmplY3QlMjIlM0ElMjJibG9jayUyMiUyQyUyMnR5cGUlMjIlM0ElMjJoZWFkaW5nLXRocmVlJTIyJTJDJTIyZGF0YSUyMiUzQSU3QiUyMmNsYXNzTmFtZSUyMiUzQW51bGwlN0QlMkMlMjJub2RlcyUyMiUzQSU1QiU3QiUyMm9iamVjdCUyMiUzQSUyMnRleHQlMjIlMkMlMjJsZWF2ZXMlMjIlM0ElNUIlN0IlMjJvYmplY3QlMjIlM0ElMjJsZWFmJTIyJTJDJTIydGV4dCUyMiUzQSUyMkNvdXJzZSUyME5vdGVzJTIyJTJDJTIybWFya3MlMjIlM0ElNUIlNUQlN0QlNUQlN0QlNUQlN0QlMkMlN0IlMjJvYmplY3QlMjIlM0ElMjJibG9jayUyMiUyQyUyMnR5cGUlMjIlM0ElMjJwYXJhZ3JhcGglMjIlMkMlMjJkYXRhJTIyJTNBJTdCJTIyY2xhc3NOYW1lJTIyJTNBbnVsbCU3RCUyQyUyMm5vZGVzJTIyJTNBJTVCJTdCJTIyb2JqZWN0JTIyJTNBJTIydGV4dCUyMiUyQyUyMmxlYXZlcyUyMiUzQSU1QiU3QiUyMm9iamVjdCUyMiUzQSUyMmxlYWYlMjIlMkMlMjJ0ZXh0JTIyJTNBJTIyQ29tcHJlaGVuc2l2ZSUyMGFuZCUyMHVwJTIwdG8lMjBkYXRlJTIwY291cnNlJTIwbm90ZXMlMjB3aWxsJTIwYmUlMjBwcm92aWRlZCUyMHRvJTIwYWxsJTIwZGVsZWdhdGVzJTIwd2hpY2glMjBtYXklMjBiZSUyMHVzZWZ1bCUyMGZvciUyMG9uZ29pbmclMjByZWZlcmVuY2UlMjBvciUyMGNhc2NhZGUlMjB0cmFpbmluZy4lMjIlMkMlMjJtYXJrcyUyMiUzQSU1QiU1RCU3RCU1RCU3RCU1RCU3RCUyQyU3QiUyMm9iamVjdCUyMiUzQSUyMmJsb2NrJTIyJTJDJTIydHlwZSUyMiUzQSUyMnBhcmFncmFwaCUyMiUyQyUyMmRhdGElMjIlM0ElN0IlMjJjbGFzc05hbWUlMjIlM0FudWxsJTdEJTJDJTIybm9kZXMlMjIlM0ElNUIlN0IlMjJvYmplY3QlMjIlM0ElMjJ0ZXh0JTIyJTJDJTIybGVhdmVzJTIyJTNBJTVCJTdCJTIyb2JqZWN0JTIyJTNBJTIybGVhZiUyMiUyQyUyMnRleHQlMjIlM0ElMjJQbGVhc2UlMjBub3RlJTIwYSUyMHJlY29yZGluZyUyMG9mJTIwdGhlJTIwY291cnNlJTIwd2lsbCUyMCUyMiUyQyUyMm1hcmtzJTIyJTNBJTVCJTVEJTdEJTJDJTdCJTIyb2JqZWN0JTIyJTNBJTIybGVhZiUyMiUyQyUyMnRleHQlMjIlM0ElMjJub3QlMjAlMjIlMkMlMjJtYXJrcyUyMiUzQSU1QiU3QiUyMm9iamVjdCUyMiUzQSUyMm1hcmslMjIlMkMlMjJ0eXBlJTIyJTNBJTIyYm9sZCUyMiUyQyUyMmRhdGElMjIlM0ElN0IlN0QlN0QlNUQlN0QlMkMlN0IlMjJvYmplY3QlMjIlM0ElMjJsZWFmJTIyJTJDJTIydGV4dCUyMiUzQSUyMmJlJTIwbWFkZSUyMGF2YWlsYWJsZS4lMjIlMkMlMjJtYXJrcyUyMiUzQSU1QiU1RCU3RCU1RCU3RCU1RCU3RCU1RCU3RA==" style="color: rgb(0, 0, 0); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);"><span data-key="31" fr-original-style="" style="box-sizing: border-box;"><span data-offset-key="31:0" fr-original-style="" style="box-sizing: border-box;">Please note a recording of the course will&nbsp;</span><span data-offset-key="31:1" fr-original-style="" style="box-sizing: border-box;"><strong data-slate-leaf="true" fr-original-style="" style="font-weight: 700; box-sizing: border-box;">not&nbsp;</strong></span><span data-offset-key="31:2" fr-original-style="" style="box-sizing: border-box;">be made available.</span></span></p><h2 data-key="35" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);"><span data-key="36" fr-original-style="" style="box-sizing: border-box;"><span data-offset-key="36:0" fr-original-style="" style="box-sizing: border-box;">Speaker</span></span></h2><h3 style="color: rgb(0, 0, 0); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(0, 0, 0);"><a href="https://dglegal.co.uk/the-team/helen-torresi/" target="_blank" rel="noopener noreferrer" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><span style="color: rgb(0, 180, 205); box-sizing: border-box;" fr-original-style="color: rgb(0, 180, 205);">Helen Torresi, Consultant, DG Legal</span></strong></a></h3><p style="color: rgb(89, 89, 91); font-size: var(--font-size); box-sizing: border-box;" fr-original-style="color: rgb(89, 89, 91);"><span style="color: rgb(89, 89, 91); box-sizing: border-box;" fr-original-style="color: rgb(89, 89, 91);">Helen is a qualified solicitor with a diverse professional background spanning leadership roles in both the legal and tech/corporate sectors. Throughout her career, she has held key positions such as COLP, HOLP, MLCO, MLRO and DPO for law firms and various regulated businesses and services.</span></p><p style="color: rgb(89, 89, 91); font-size: var(--font-size); box-sizing: border-box;" fr-original-style="color: rgb(89, 89, 91);"><span style="color: rgb(89, 89, 91); box-sizing: border-box;" fr-original-style="color: rgb(89, 89, 91);">Helen&rsquo;s specialised areas encompass AML, complaint and firm negligence handling, DPA compliance, file review and auditing, law management, and operational effectiveness in law firms, particularly in conveyancing (CQS).</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p></span>

In January 2024 alone, reports were published about the SRA taking enforcement action against 3 firms and 4 individuals for failure to comply with the Money Laundering Regulations 2017. The fines issued for these non-compliances total over £570,000 plus costs. The absence of staff training, or requirement to complete additional training, was noted in a number of these cases.
As a manager of a law firm, or more crucially an MLRO or MLCO, the ultimate responsibility for the firm's compliance, including with the MLR 2017, lies with you. It is your responsibility to ensure that the firm puts in place, reviews and updates compliant policies, controls and procedures. You must ensure that the firm maintains an up to date practice wide risk assessment. You are required to ensure that your employees are regularly given training on the MLR 2017 and associated risks.
If a breach occurs, the SRA will take a wider look at the firm and identify any supervisory deficiencies that may have contributed to failures by fee earners or support staff. It has proven that it will not shy away from holding to account managers, compliance officers and MLRO/MLCOs for failures by their firms to comply with requirements of the MLR 2017.
This course will cover the following to assist firms MLROs, MLCOs and Management with fulfilling their AML management responsibilities:
How to comply with your obligations and stay compliant
FWRA – linked with PCPs
Mandatory AML Policies and Procedures - SRA have concerns
Training and supervising staff
Audits
SRA requirements
Reporting SARS
POCA/TA
Fulfilling reporting officer and compliance officer duties
Target Audience
The online course is suitable for MLROs, MLCOs, firm management and those supporting these roles.
Resources
Comprehensive and up to date course notes will be provided to all delegates which may be useful for ongoing reference or cascade training.
Please note a recording of the course will not be made available.
Speaker
Helen Torresi, Consultant, DG Legal
Helen is a qualified solicitor with a diverse professional background spanning leadership roles in both the legal and tech/corporate sectors. Throughout her career, she has held key positions such as COLP, HOLP, MLCO, MLRO and DPO for law firms and various regulated businesses and services.
Helen’s specialised areas encompass AML, complaint and firm negligence handling, DPA compliance, file review and auditing, law management, and operational effectiveness in law firms, particularly in conveyancing (CQS).



DG Legal

Anti-Money Laundering (AML)

Anti-Money Laundering (AML) Training For MLROs, MLCOs And Law Firm Management Course

General Delegate

A discount is available for delegates attending from firms with a current retainer contract with DG Legal (please contact us by email to admin@dglegal.co.uk for confirmation of eligibility).   If you choose this option and are not eligible, you are still bound to pay the full rate and will be invoiced accordingly.

Retainer Delegate

Resilience, stress and boundaries - essential skills for fundraisers

Facilitated by Claire Warner
Charity Culture, Wellbeing & Leadership Specialist

Aimed at those working in fundraising and marcomms roles in UK hospices

- - -

Fundraising is tough. It’s emotionally demanding, fast-paced, and often unpredictable. To keep going, you need more than passion—you need resilience, stress management, and strong boundaries to protect your wellbeing.

Join us for this interactive, practical workshop.

You’ll learn:
 ✅ How to build resilience and stay steady under pressure
 ✅ The signs of stress and quick strategies to manage it
 ✅ How to set and maintain boundaries to prevent burnout

This session isn’t just theory - we’ll share real-life tools, group discussions, and practical exercises to help you navigate the challenges of your role with confidence.

- - -
Claire Warner (she/her) is a Charity Culture, Wellbeing & Leadership Specialist. 

Before developing this specialism, Claire had 19 years working in the charity sector, including 10 years in Director / Senior Leader roles. But it was a period of significant unwellbeing (breast cancer) that led Claire to the career change. And it was in conducting a large piece of research into sector wellbeing, that Claire recognised this significant gap in provision and went on to create Lift. 

In 2020, Claire won the Best Digital Leader Award at the Social CEO Awards for her wellbeing work during the pandemic. In 2021, she curated the first Charity Workplace Wellbeing Summit and was named as one of Charity Times Magazine’s 20 Pandemic Pioneers.

Claire lives in rural Lancashire with her husband, their two daughters, Rowan the dog and horses Maddie and Bernie.

Tue 25 Mar 2025 - Resilience, stress and boundaries

 Birmingham 

<div style="color: rgb(0, 0, 0); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(0, 0, 0);"><h1 data-hook="event-title" style="color: rgb(var(--titleColor)); box-sizing: border-box;" fr-original-style=" color: rgb(var(--titleColor));"><span style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;">Cognitive Stimulation Therapy (CST) Training online via Zoom</span></h1><p data-hook="event-description" style="color: rgb(var(--descriptionColor)); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(var(--descriptionColor));"><span style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;">CST is an evidence-based group treatment for people with mild to moderate dementia.</span></p></div><div data-hook="content-container" style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style=" color: rgb(0, 0, 0);"><h2 data-hook="time-and-location" style="color: rgb(var(--subtitlesColor)); box-sizing: border-box;" fr-original-style=" color: rgb(var(--subtitlesColor));"><span style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;">Time &amp; Location</span></h2><div style="color: rgb(var(--textColor)); box-sizing: border-box;" fr-original-style=" color: rgb(var(--textColor));"><p data-hook="event-full-date" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;">18th September 2024, 09:30 &ndash; 16:30</span></p><p data-hook="event-full-location" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;">Online via Zoom</span></p></div><div data-hook="about-section" style="color: rgb(var(--textColor)); box-sizing: border-box;" fr-original-style=" color: rgb(var(--textColor));"><div data-hook="about-section-wrapper" fr-original-style="" style="box-sizing: border-box;"><div data-hook="about-section-text" fr-original-style="" style="box-sizing: border-box;"><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">What is Cognitive Stimulation Therapy (CST)?</strong></span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;">CST is an evidence-based group treatment for people with mild to moderate dementia. It involves 14 or more sessions of stimulating, themed activities, based around more complex principles including learning theory and person-centred care. CST can be extended into a longer-term treatment and can be offered to a range of clients including outpatients and people in residential or day care.</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">What does the training involve?</strong></span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;">Training is led by a Clinical Psychologists with extensive experience in offering CST. Training is interactive, involving group exercises, role-play and video observation as well as some &lsquo;teaching&#39;.</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Who is the training suitable for?</strong></span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" id="isPasted" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;">The course is suitable for healthcare professionals including psychologists, occupational therapists and nurses as well as community-based organisations running meeting centres and day opportunities, health care assistants and managers within health and social care.</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Course Aim:</strong></span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;">To give learners an overview of how to deliver Cognitive Stimulation Therapy (CST). CST is a brief evidence-based group treatment for people with dementia. This interactive course will include a background about CST and how it can be used, research overview and detailed presentation of the treatment, including video footage and role-play.</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Learning Objectives - at the end of the training delegates will be able to:</strong></span></p><ul fr-original-style="" style="box-sizing: border-box;"><li style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;">Reflect on some different perspectives of dementia</li><li style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;">Consider key psychosocial approaches for dementia</li><li style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;">Learn about how CST was designed and evaluated</li><li style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;">Be familiar with the 14 CST sessions, through session clips and role-play</li><li style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;">Understand how to apply the key principles to CST</li><li style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;">Develop a plan for running CST groups, which considers issues around implementation.</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Training facilitator: Dr Gemma Ridel</strong></span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); font-size: 16px; box-sizing: border-box;" id="isPasted" fr-original-style="color: rgb(0, 0, 0); font-size: 16px;">Gemma is a clinical psychologist currently working with people with dementia &nbsp;in Norfolk. She also lectures on the University of East Anglia Clinical &nbsp;Psychology Doctoral Programme. She has extensive experience of teaching, &nbsp;supervising and running CST groups. She was involved with the &nbsp;Individual Cognitive Stimulation Therapy trial, as Norfolk was one of &nbsp;the sites in the randomised controlled trial. She has provided many CST &nbsp;training workshops and conference presentations in the UK and Ireland.</span></p></div></div></div></div>

Cognitive Stimulation Therapy (CST) Training online via Zoom
CST is an evidence-based group treatment for people with mild to moderate dementia.
Time & Location
26th March 2026, 09:30 – 16:30
Online via Zoom
What is Cognitive Stimulation Therapy (CST)?
CST is an evidence-based group treatment for people with mild to moderate dementia. It involves 14 or more sessions of stimulating, themed activities, based around more complex principles including learning theory and person-centred care. CST can be extended into a longer-term treatment and can be offered to a range of clients including outpatients and people in residential or day care.
What does the training involve?
Training is led by a Clinical Psychologists with extensive experience in offering CST. Training is interactive, involving group exercises, role-play and video observation as well as some ‘teaching'.
Who is the training suitable for?
The course is suitable for healthcare professionals including psychologists, occupational therapists and nurses as well as community-based organisations running meeting centres and day opportunities, health care assistants and managers within health and social care.
Course Aim:
To give learners an overview of how to deliver Cognitive Stimulation Therapy (CST). CST is a brief evidence-based group treatment for people with dementia. This interactive course will include a background about CST and how it can be used, research overview and detailed presentation of the treatment, including video footage and role-play.
Learning Objectives - at the end of the training delegates will be able to:
Reflect on some different perspectives of dementia
Consider key psychosocial approaches for dementia
Learn about how CST was designed and evaluated
Be familiar with the 14 CST sessions, through session clips and role-play
Understand how to apply the key principles to CST
Develop a plan for running CST groups, which considers issues around implementation.
Training facilitator: Dr Gemma Ridel
Gemma is a clinical psychologist currently working with people with dementia in Norfolk. She also lectures on the University of East Anglia Clinical Psychology Doctoral Programme. She has extensive experience of teaching, supervising and running CST groups. She was involved with the Individual Cognitive Stimulation Therapy trial, as Norfolk was one of the sites in the randomised controlled trial. She has provided many CST training workshops and conference presentations in the UK and Ireland.

Dementia Pathfinders Community Interest Company

Cognitive Therapy

Dementia Training

This one day training will give learners an overview of how to deliver Cognitive Stimulation Therapy (CST). CST is a brief evidence-based group treatment for people with dementia. This interactive course will include a background about CST and how it can be used, research overview and detailed presentation of the treatment, including video footage and role-play.

Cognitive Stimulation Therapy (CST) Training online via Zoom

<div style="color: rgb(0, 0, 0); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(0, 0, 0);"><div style="color: rgb(0, 0, 0); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(0, 0, 0);"><span dir="ltr" id="isPasted" fr-original-style="" style="box-sizing: border-box;"><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">LinkedIn has emerged as a powerful platform for professionals to connect, network, and advance their careers.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Join us as we delve into the essential do&#39;s and don&#39;ts of LinkedIn, uncovering the key tactics to optimize your profile, expand your network, and engage effectively with potential customers and collaborators.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Whether you are just starting, or you are a regular user looking to enhance your profile, this webinar is designed to equip you with practical insights in how to make the most of the platform.&nbsp;</p></span></div></div><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><u fr-original-style="" style="box-sizing: border-box;">Event details:</u></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Date: Tuesday 10th September 2024</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Time: 10am &ndash; 12.00pm</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Location: Online (ZOOM)</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">For: Businesses based in Luton</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; user-select: none; box-sizing: border-box;"><p style="color: windowtext; font-size: var(--font-size); box-sizing: border-box;" id="isPasted" fr-original-style=" color: windowtext;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">The Luton Online: Digital Marketing Launchpad is a project funded by the UK Government through the UK Shared Prosperity Fund.</strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">The UK Shared Prosperity Fund is a central pillar of the UK government&#39;s Levelling Up agenda and provides &pound;2.6 billion of funding for local investment by March 2025. The Fund aims to improve pride in place and increase life chances across the UK investing in communities and place, supporting local business, and people and skills. For more information, visit: <a href="https://www.gov.uk/government/publications/uk-shared-prosperity-fund-prospectus" target="_blank" rel="noopener noreferrer" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">https://www.gov.uk/government/publications/uk-shared-prosperity-fund-prospectus</a></p>

LinkedIn has emerged as a powerful platform for professionals to connect, network, and advance their careers.

Join us as we delve into the essential do's and don'ts of LinkedIn, uncovering the key tactics to optimise your profile, expand your network, and engage effectively with potential customers and collaborators.

Whether you are just starting, or you are a regular user looking to enhance your profile, this webinar is designed to equip you with practical insights in how to make the most of the platform. 

We will also look at LinkedIn Campaign Manager including how to create audiences and paid ad capabilities.
Event details:
Time: 9.30am – 11.30am
Location: Online (ZOOM)
Cost: £30pp



Meet the Host: 
Stacey Pretty | Marketing Director, Let’s Do Marketing

Stacey is the Marketing Director of Let’s Do Marketing, a marketing consultancy and services agency which is tailored to specifically support new and small businesses with organising and fulfilling their marketing ideas. With over 17 years of marketing experience, working in both B2B and B2C environments, Stacey has extensive experience in managing, creating, and promoting a variety of products and services using both online and offline marketing tools. Understanding the challenges faced by new and small businesses, Stacey seeks to simplify the complexities of marketing, with an approach focused on effectiveness and consistency, ensuring that every marketing effort translates into tangible results. For Stacey, marketing isn't just about campaigns; it's about building relationships and fostering an excellent customer experience.



Privacy Notice
By registering for this event, you agree to Let’s Do Business Group processing and managing your personal data in accordance with our Privacy Policy. Your data will only be used for the purposes of managing your event registration and any relevant communications.

Let’s Do Business Group

Linkedin Marketing

LinkedIn

Social Media Marketing

Social Media

Join us as we delve into the essential do's and don'ts of LinkedIn, uncovering the key tactics to optimize your profile, expand your network, and engage effectively with potential customers and collaborators.

LinkedIn Do's & Don'ts for Success

For new users and the curious.
IMPORTANT: Once you are signed up, send us your requests on what you would like to see within the demonstration and learn on the course. We will then cater for your needs and answer them during the session.
This is designed to be an introduction into how to start a room by room survey using the Heat Engineer app, then sending this survey to the online dashboard. We will then go through the different steps to complete this heat loss report. Optional pages will also be worked through and shown. 
Examples of how to select the flow temperature and the heat source (heat pumps and boilers) will be presented once the heat loss result is completed. 
Scope of works
Estimated Start Time	Duration mins	Topic	Platform / Device
7:00:00 PM	5	Welcome introduction - Show an example Heat loss report from online - The end result	Website
7:05:00 PM	2	How to sign up and the different account types 5 mins	Website
7:07:00 PM	4	What the app is used for and sending to the online account – Show about page	Website & app
7:11:00 PM	2	Login into the app (Example used is an iPhone 14) – what is My Info and the History	App (mobile & tablets)
7:13:00 PM	3	Briefly show the estimator tool	App (mobile & tablets)
7:16:00 PM	2	How to start a new room by room survey	App (mobile & tablets)
7:18:00 PM	10	Open up example from History and enter two rooms - One standard and one vaulted. PowerPoint to help visualise	App (mobile & tablets)
7:28:00 PM	1	Send survey to main dashboard	App (mobile & tablets)
7:29:00 PM	3	Quick Intro to dashboard.	Website
7:32:00 PM	1	Show profile setup	Website
7:33:00 PM	7	Open sent survey go through step 1 to step 8	Website
7:40:00 PM	2	Selecting a heat source - Heat Pump in this example	Website
7:42:00 PM	15	Optional pages overview, emitters and performance, current radiators, new radiators, DHW, Bivalent system and fuel comparison page.	Website
7:57:00 PM	2	Print report off or send copy to a supplier	Website
7:59:00 PM	5	Adding Designers	
8:04:00 PM	1	Our future plans	Website
8:05:00 PM	15	Heat Manager - Digital file system for you and your customers	Website
8:20:00 PM	Any feedback and further questions please email to support@heat-engineer.com		
Questions - You will be able to ask further questions after the event.
Delivered by Rich Cartwright BEng DipEd MCIPHE
NEW RADIATORS
We use EN442 standard to enable you to customise the defined MWT (°c) and the results will highlight if the radiator will heat the room for a given internal design temperature. We like to promote the need to design low temperature systems!
Add multiple designers to your account
You can now add extra dashboard users to complete heat loss and heating design reports on your Heat Engineer Software account.
DHW (DOMESTIC HOT WATER)
This will calculate the projected energy demand and running costs for DHW and domestic cylinder sizing.
EMITTERS AND PERFORMANCE
This page is primarily used for heat pump designs. Once you specify the flow temperature for each room the SCOP (Seasonal Coefficient of Performance) values will be shown, and the system will show if radiators are over or undersized.
CURRENT RADIATORS
Use the app on site to enter the current radiators and our system will display the output values for different flow temperatures.
FUEL COMPARISON
Multiple fuels to compare against, you can adjust the price per unit and CO2 factor (kg/kWh). Present these running costs to your clients.
PHOTOS AND NOTES
Photos and notes which you or your surveyors have taken will be shown when you open the report from your dashboard. You may also upload and download photos from your PC / laptop too.
 

Heat Engineer

Heating Engineer

For new users and the curious.

Hello,

For new users and the curious.

IMPORTANT: Firstly, once you are signed up, send us your requests on what you would like to see within the demonstration and learn on the course. We will then cater for your needs and answer them during the session.

This is designed to be an introduction into how to start a room by room survey using the Heat Engineer app, then sending this survey to the online dashboard. We will then go through the different steps to complete this heat loss report. Optional pages will also be worked through and shown. 

Examples of how to select the flow temperature and the heat source (heat pumps and boilers) will be presented once the heat loss result is completed. 

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