250 Matrix courses delivered Online

There is a lot to learn in Power BI, this course takes a comprehensive look at the fundamentals of analysing data and includes a balanced look at the four main components that make up Power BI Desktop: Report view, Data view, Model view, and the Power Query Editor. It also demonstrates how to utilise the online Power BI service. It looks at authoring tools that enable you to connect to and transform data from a variety of sources, allowing you to produce detailed reports through a range of visualisations, in an interactive and dynamic way. It also includes a detailed look at formulas by writing both M functions in Power Query, and DAX functions in Desktop view. This knowledge will allow you to take your reports to the next level. The aim of this course is to provide a complete introduction to understanding the Power BI analysis process, by working hands-on with examples that will equip you with the necessary skills to start applying your learning straight away. 1 Getting Started The Power BI ecosystem Opening Power BI Desktop Power BI's four views Introduction to Dashboards 2 Importing Files Importing data sources Importing an Excel file Importing a CSV file Importing a database Connect to an SQL Server Database Import vs. Direct Query Importing from the web Importing a folder of files Managing file connections 3 Shape Data in the Query Editor The process of shaping data Managing data types Keeping and removing rows Add a custom column Appending tables together Hiding queries in reports Fixing error issues Basic maths operations 4 The Data Model Table relationships Relationship properties 5 Merge Queries Table join kinds Merging tables 6 Inserting Dashboard Visuals Things to keep in mind Inserting maps Formatting Maps Inserting charts Formatting Charts Inserting a tree map Inserting a table, matrix, and card Controlling number formats About report themes Highlighting key points Filter reports with slicers Sync slicers across dashboards Custom web visuals 7 Publish and share Reports Publishing to Power BI service Editing online reports Pinning visuals to a dashboard What is Q&A? Sharing dashboards Exporting reports to PowerPoint Exporting reports as PDF files 8 The Power Query Editor Fill data up and down Split column by delimiter Add a conditional column More custom columns Merging columns 9 The M Functions Inserting text functions Insert an IF function Create a query group 10 Pivoting Tables Pivot a table Pivot and append tables Pivot but don't aggregate Unpivot tables Append mismatched headers 11 Data Modelling Expanded Understanding relationships Mark a date table 12 DAX New Columns New columns and measures New column calculations Insert a SWITCH function 13 Introduction to DAX Measures Common measure functions Insert a SUM function Insert a COUNTROWS function Insert a DISTINCTCOUNT function Insert a DIVIDE function DAX rules 14 The CALCULATE Measure The syntax of CALCULATE Insert a CALCULATE function Control field summarisation Things of note 15 The SUMX measure X iterator functions Anatomy of SUMX Insert a SUMX function When to use X functions 16 Time Intelligence Measures Importance of a calendar table Insert a TOTALYTD function Change financial year end date Comparing historical data Insert a DATEADD function 17 Hierarchies and Groups Mine data using hierarchies Compare data in groups

This Microsoft Power BI course will help you become a Power BI expert. It'll enhance your skills by offering you comprehensive knowledge on Power BI Desktop and Power BI Online, and unleash the capabilities of Power BI to perform a comprehensive analysis of data from multiple sources and present the data using the perfect visualization.

Use deep learning, Computer Vision, and machine learning techniques to build an autonomous car with Python

Are you looking to improve your current abilities or make a career move? Our unique Smart Goal Setting Course might help you get there! Expand your expertise with high-quality training - study the course and get an expertly designed, great-value training experience. Learn from industry professionals and quickly equip yourself with the specific knowledge and skills you need to excel in your chosen career through the online training course. This online training course is accredited by the CPD and provides 10 CPD points. Students can expect to complete this training course in around 2 hours. You'll also get dedicated expert assistance from us to answer any queries you may have while studying this course. This Smart Goal Setting course is broken down into several in-depth modules to provide you with the most convenient and rich learning experience possible. Upon successful completion of the Smart Goal Setting course, you will receive an instant e-certificate as proof of comprehensive skill development and competency. Add these amazing new skills to your resume and boost your employability by simply enrolling in this course. With this comprehensive Smart Goal Setting course, you can achieve your dreams and train for your ideal career. This provides students with an in-depth learning experience that they can work through at their own pace to enhance their professional development. The Smart Goal Setting covers everything you need in order to progress in your chosen career. Enrolling in this Smart Goal Setting course will ensure that you land your dream career faster than you thought possible. Stand out from the crowd and train for the job you want with this program. Start your learning journey with this Smart Goal Setting course straight away and take a step forward in securing a better future! Why should you choose the Smart Goal Setting course with Academy for Health & Fitness? Opportunity to earn a certificate accredited by CPDQS after completing this course Student ID card with amazing discounts - completely for FREE! (£10 postal charge will be applicable for international delivery) Globally accepted standard structured lesson planning Innovative and engaging content and activities Assessments that measure higher-level thinking and skills Complete the program in your own time, at your own pace Each of our students gets full 24/7 tutor support **** Course Curriculum **** Our Smart Goal Setting course consists of the following learning modules: Module One: Overcoming Procrastination (I) Eat That Frog! Just Do It The 15-Minute Rule Chop It Up Module Two: Overcoming Procrastination (II) Remove Distractions Start Small and Build Reward Yourself Set Realistic Deadlines Module Three: Four P's of Goal Setting They Need to Be Positive They Need to Be Personal They Need to Be Possible They Need to Be Prioritized Module Four: Improving Motivation Remember Peak Moments Write Down Your Goals Use Gamification Track Your Progress Module Five: Wise Time Management Urgent/Important Matrix The 80/20 Rule Utilize a Calendar Create a Ritual Module Six: Tips for Completing Tasks One Minute Rule Five Minute Rule Break Up Large Tasks Utilize Technology Module Seven: Increase Your Productivity Repeat What Works Get Faster Remove 'Should' from Your Dictionary Build on Your Successes Module Eight: 'To Do' List Characteristics Focus on the Important Chunk, Block, Tackle Make It a Habit Plan Ahead Module Nine: Smart Goals Specific Measurable Attainable Realistic Timely Module Ten: Mistakes Will Happen Accept It Bouncing Back Adapt and Learn from Them If Needed, Ask for Help Assessment Process Once you have completed all the Smart Goal Setting course modules, your skills, and knowledge will be tested with an automated multiple-choice assessment. You will then receive instant results to let you know if you have successfully passed the course. CPD 10 CPD hours / points Accredited by CPD Quality Standards Who is this course for? Is This Smart Goal Setting Course Right for You? This Smart Goal Setting course is ideal for anyone interested in this topic and who wants to learn more about it. This Smart Goal Setting will help you gain a strong understanding of the core concepts and will allow you to gain in-depth knowledge of the subject matter. This Smart Goal Setting course is suitable for everyone. There are no specific entry requirements, and you can access the course materials from anywhere in the world. Requirements There are no previous knowledge requirements for the Smart Goal Setting program; this is open to anyone! Any learning enthusiast from anywhere in the world can enrol on this Smart Goal Setting course without any hesitation. All students must have a passion for learning and literacy, as well as being over the age of 16. Browse this 100% online course from any internet device, including your computer, tablet or smartphone. Study at your own pace and earn an industry Skillset with this Smart Goal Setting course. Career path This Smart Goal Setting course will help you to kickstart or take your career in the relevant sector to the next level. This course will help you achieve a position of respect and dignity, and you will be able to get ahead of the competition. The course certificate will add significant weight to your CV and will help you in procuring jobs in the relevant industry. Certificates CPD Accredited Certificate Digital certificate - £10 CPD Accredited Certificate Hard copy certificate - £29 If you are an international student, then you have to pay an additional 10 GBP as an international delivery charge.

This course covers key topics such as Strategy, Finance, Marketing, Leadership and more. Those who are looking to enhance their managerial skills, our Mini MBA course offers insights and tools to make strategic decisions, lead teams effectively, and drive organisational success. This Course At A Glance Accredited by CPD UK Endorsed by Quality Licence Scheme Learn business fundamentals and the steps to create a business plan Understand the course map matrix Master frameworks and theories used by business strategists Understand the critical evaluation of leadership Know product diversification in business strategy Understand why product differentiation is critical Know competitive advantage Understand Bowman's strategic clock - strategic positioning Know external strategic analysis - industry, markets, and competition Understand internal strategic analysis - operations and customer management Mini MBA Course Online - Business Strategy and Planning Overview This interactive course is perfect for those who want to learn how to connect business strategy to the business plan, understand the value of strategic analysis, frameworks and theories behind business strategists. You will learn the critical valuation of leadership, understand the products and services, and product diversification in business strategy. This extensive course will educate you on competitive advantage, Bowman's strategic clock - strategic positioning, and competitor analysis. By the end of the course, you will have a broad knowledge of business fundamentals, competition, external strategic analysis, and internal strategic analysis. Who should take this course? This comprehensive Mini MBA Course Online - Business Strategy and Planning is suitable for anyone looking to improve their job prospects or aspiring to accelerate their career in this sector and want to gain in-depth knowledge of business administration and business management. Entry Requirements There are no academic entry requirements for this Mini MBA Course Online - Business Strategy and Planning, and it is open to students of all academic backgrounds. However, you are required to have a laptop/desktop/tablet or smartphone and a good internet connection. Assessment Method This Mini MBA Course Online - Business Strategy and Planning assesses learners through multiple-choice questions (MCQs). Upon successful completion of the modules, learners must answer MCQs to complete the assessment procedure. Through the MCQs, it is measured how much a learner can grasp from each section. In the assessment pass mark is 60%. Recognised Accreditation CPD Certification Service This course is accredited by continuing professional development (CPD). CPD UK is globally recognised by employers, professional organisations, and academic institutions, thus a certificate from CPD Certification Service creates value towards your professional goal and achievement. CPD certificates are accepted by thousands of professional bodies and government regulators here in the UK and around the world. Many organisations look for employees with CPD requirements, which means, that by doing this course, you would be a potential candidate in your respective field. Quality Licence Scheme Endorsed The Quality Licence Scheme is a brand of the Skills and Education Group, a leading national awarding organisation for providing high-quality vocational qualifications across a wide range of industries. It will give you a competitive advantage in your career, making you stand out from all other applicants and employees.     Certificate of Achievement Endorsed Certificate from Quality Licence Scheme After successfully passing the MCQ exam you will be eligible to order the Endorsed Certificate by Quality Licence Scheme. The Quality Licence Scheme is a brand of the Skills and Education Group, a leading national awarding organisation for providing high-quality vocational qualifications across a wide range of industries. It will give you a competitive advantage in your career, making you stand out from all other applicants and employees. There is a Quality Licence Scheme endorsement fee to obtain an endorsed certificate which is £65. Certificate of Achievement from Lead Academy After successfully passing the MCQ exam you will be eligible to order your certificate of achievement as proof of your new skill. The certificate of achievement is an official credential that confirms that you successfully finished a course with Lead Academy. Certificate can be obtained in PDF version at a cost of £12, and there is an additional fee to obtain a printed copy certificate which is £35.   FAQs Is CPD a recognised qualification in the UK? CPD is globally recognised by employers, professional organisations and academic intuitions, thus a certificate from CPD Certification Service creates value towards your professional goal and achievement. CPD-certified certificates are accepted by thousands of professional bodies and government regulators here in the UK and around the world. Are QLS courses recognised? Although QLS courses are not subject to Ofqual regulation, they must adhere to an extremely high level that is set and regulated independently across the globe. A course that has been approved by the Quality Licence Scheme simply indicates that it has been examined and evaluated in terms of quality and fulfils the predetermined quality standards. When will I receive my certificate? For CPD accredited PDF certificate it will take 24 hours, however for the hardcopy CPD certificate takes 5-7 business days and for the Quality License Scheme certificate it will take 7-9 business days. Can I pay by invoice? Yes, you can pay via Invoice or Purchase Order, please contact us at info@lead-academy.org for invoice payment. Can I pay via instalment? Yes, you can pay via instalments at checkout. How to take online classes from home? Our platform provides easy and comfortable access for all learners; all you need is a stable internet connection and a device such as a laptop, desktop PC, tablet, or mobile phone. The learning site is accessible 24/7, allowing you to take the course at your own pace while relaxing in the privacy of your home or workplace. Does age matter in online learning? No, there is no age limit for online learning. Online learning is accessible to people of all ages and requires no age-specific criteria to pursue a course of interest. As opposed to degrees pursued at university, online courses are designed to break the barriers of age limitation that aim to limit the learner's ability to learn new things, diversify their skills, and expand their horizons. When I will get the login details for my course? After successfully purchasing the course, you will receive an email within 24 hours with the login details of your course. Kindly check your inbox, junk or spam folder, or you can contact our client success team via info@lead-academy.org

Has the Computer System Validation Engineer left and you’ve been handed their responsibilities? Do the thoughts of your next audit fill you with dread? CSV can be frustrating but this program will show you how to manage electronic data in a regulated manufacturing/laboratory/clinical environment using the GAMP framework and ensure compliance with FDA’s 21 CFR Part 11, EU Annex 11 or other regulatory guidelines.

Do you want to gain some new knowledge that would catapult your vocation and your organisation by situating you at the forefront of the latest business slant? If yes, then this course on branding management is for you. Description: In today's marketing world, it is critical to have the capacity to hone your advertising knowledge in brand building and management, through both digital and online promoting and also advertising and promotions. This program introduces you to the basics of branding and equips you with learning and skills in creating brand techniques and managing brands in a multi-social market environment. It additionally sets you up for advanced education at degree level and professional success in brand management in a competitive market environment. Who is the course for? For employees, businessmen and entrepreneurs who are interested in upgrading their business administration skills. Corporate Executives. Established Entrepreneurs. Budding Entrepreneurs. Strategic Consultants. Executive Coaches. Human Resource Experts. Entry Requirement: This course is available to all learners, of all academic backgrounds. Learners should be aged 16 or over to undertake the qualification. Good understanding of English language, numeracy and ICT are required to attend this course. Assessment: At the end of the course, you will be required to sit an online multiple-choice test. Your test will be assessed automatically and immediately so that you will instantly know whether you have been successful. Before sitting for your final exam you will have the opportunity to test your proficiency with a mock exam. Certification: After you have successfully passed the test, you will be able to obtain an Accredited Certificate of Achievement. You can however also obtain a Course Completion Certificate following the course completion without sitting for the test. Certificates can be obtained either in hard copy at a cost of £39 or in PDF format at a cost of £24. PDF certificate's turnaround time is 24 hours and for the hardcopy certificate, it is 3-9 working days. Why choose us? Affordable, engaging & high-quality e-learning study materials; Tutorial videos/materials from the industry leading experts; Study in a user-friendly, advanced online learning platform; Efficient exam systems for the assessment and instant result; The UK & internationally recognised accredited qualification; Access to course content on mobile, tablet or desktop from anywhere anytime; The benefit of career advancement opportunities; 24/7 student support via email. Career Path: Digital marketer. Advertising manager. Marketing director. Marketing analyst. Brand manager. Assistant brand manager. Marketing director. Business Branding Defining Branding 00:15:00 What Are You All About? 00:30:00 Creating a Mission 00:15:00 Creating a Vision of the Future 00:15:00 Positioning Your Brand 00:15:00 Developing Your Style 00:15:00 Developing a Brand Name and Slogan 00:15:00 Creating a Visual Identity 00:30:00 Living Your Brand 00:15:00 Connecting with Customers 00:15:00 Launching Your Brand 00:15:00 Taking Your Brand's Pulse 00:15:00 Performing a SWOT Analysis 00:15:00 Measuring Brand Health with a Balanced Scorecard 00:15:00 Middleton's Brand Matrix 00:15:00 Interpreting Evaluation Results 00:15:00 Keeping the Brand Alive 00:15:00 Going Beyond the Brand 00:15:00 Branding Management Introduction 00:15:00 Expand the Brand 00:30:00 Contract the Brand 00:15:00 Is Publicity a Good Thing 01:00:00 Way to Advertise the Brand 01:00:00 Be Authentic 01:00:00 Its not all about Quality 00:15:00 Category over Brand 01:00:00 The Importance of a Brand Name 00:30:00 Keep it Simple 00:30:00 Don't be a Stuck Up Brand 00:30:00 A Second Thought on Naming 00:30:00 Should Product Name and Company Name be the Same? 00:30:00 Beware of Subbranding 00:15:00 Can You Ever Extend the Brand? 00:30:00 The Importance of the Logo 00:30:00 The Importance of Color 01:00:00 Think Globally 00:30:00 Branding and the Internet 01:00:00 Naming and the Internet 00:30:00 Globalization and the Internet 00:30:00 Conclusion 00:15:00 Social Media Branding Defining the Terms 00:30:00 Building Your Social Media Branding Strategy 00:15:00 Identifying Your Social Media Audience 00:15:00 The Key Social Media Platforms 00:30:00 Creating Brand-Focused Messages 00:30:00 Developing a Communication Strategy 00:30:00 Mock Exam Mock Exam-Advanced Diploma in Branding Management 00:20:00 Final Exam Final Exam-Advanced Diploma in Branding Management 00:20:00 Certificate and Transcript Order Your Certificates and Transcripts 00:00:00

Description: Your company's brand is the only thing that gives your product/service value to your customers. To build a brand today in this internet-based world, it is very critical to have a consistent and a definitive presence among your consumers. Business Branding Diploma course will give you an overview that will teach you all the techniques to engage your audience and build a defined strategy. In this course, you will learn about the techniques on creating and managing a corporate brand. You will also learn about building your brand by using social media websites and maximizing its impact. This course is comprised of practical devise planning concepts and fundamental evaluation strategies which will help you to create a perfect brand. Learning Outcomes: Provide a definition of what a brand is and branding refers to in general Give a definition of different kinds of brand architecture as well as brand extension Recognise the brand's products, its traits, and their worth Note down a mission, vision, and style statement for a brand Narrate the fundamentals of positioning a brand Interpret the fundamentals of producing a visual identity, involving a brand name, slogan, as well as logo Assist your employees live the brand through strengthening them to become representatives and generating strong brand touchpoints Practically devise planning an internal and external brand launch Observe and assess your brand, and realize how to react to the outcomes Give a definition of the terms associated with social media branding Produce a plan for your social media brand Relate different social media platforms and recognize what foundations suit your brand Conduct communications practically to social media Handle negative feedback and criticism Generate a social media playbook in order to motivate brand ambassadors Assess your brand strength and review your plans Assessment: At the end of the course, you will be required to sit for an online MCQ test. Your test will be assessed automatically and immediately. You will instantly know whether you have been successful or not. Before sitting for your final exam you will have the opportunity to test your proficiency with a mock exam. Certification: After completing and passing the course successfully, you will be able to obtain an Accredited Certificate of Achievement. Certificates can be obtained either in hard copy at a cost of £39 or in PDF format at a cost of £24. Who is this Course for? Business Branding course is certified by CPD Qualifications Standards and CiQ. This makes it perfect for anyone trying to learn potential professional skills. As there is no experience and qualification required for this course, it is available for all students from any academic background. Requirements Our Business Branding course is fully compatible with any kind of device. Whether you are using Windows computer, Mac, smartphones or tablets, you will get the same experience while learning. Besides that, you will be able to access the course with any kind of internet connection from anywhere at any time without any kind of limitation. Career Path After completing this Business Branding course you will be able to build up accurate knowledge and skills with proper confidence to enrich yourself and brighten up your career in the relevant job market. Module - 1 Defining Branding 00:15:00 What Are You All About? 00:30:00 Creating a Mission 00:15:00 Creating a Vision of the Future 00:15:00 Positioning Your Brand 00:15:00 Developing Your Style 00:15:00 Developing a Brand Name and Slogan 00:15:00 Creating a Visual Identity 00:30:00 Living Your Brand 00:15:00 Connecting with Customers 00:15:00 Launching Your Brand 00:15:00 Taking Your Brand's Pulse 00:15:00 Performing a SWOT Analysis 00:15:00 Measuring Brand Health with a Balanced Scorecard 00:15:00 Middleton's Brand Matrix 00:15:00 Interpreting Evaluation Results 00:15:00 Keeping the Brand Alive 00:15:00 Going Beyond the Brand 00:15:00 Module - 2 Defining the Terms 00:30:00 Building Your Social Media Branding Strategy 00:15:00 Identifying Your Social Media Audience 00:15:00 The Key Social Media Platforms 00:30:00 Creating Brand-Focused Messages 00:30:00 Developing a Communication Strategy 00:30:00 Module - 3 Importance of a Personal Brand 00:15:00 Your Brand Approach to Others 00:15:00 Looking at the Outside 00:15:00 Looking at the Inside 00:15:00 Setting Goals 00:15:00 Networking for Success 00:15:00 Communication Strategies 00:15:00 Building Your Credibility 00:15:00 Brand You 00:05:00 Living Your Brand 00:05:00 Managing Your Social Media Presence 00:15:00 Having Influence 00:00:00 Dealing with Challenging People 00:15:00 Presentations and Meetings 00:15:00 Mock Exam Mock Exam- Business Branding Diploma 00:30:00 Final Exam Final Exam- Business Branding Diploma 00:30:00 Certificate and Transcript Order Your Certificates and Transcripts 00:00:00

This workshop will help you improve the impact, clarity, accuracy and effectiveness of your sales proposals. It takes bid and proposal teams right through the process, from start to finish - from forming the team and gathering the information, through to writing and reviewing the proposal document, and on to presenting it to the client. The learning points shared in the programme come from the trainer's extensive real-world experience with a wide variety of businesses. As a result of attending this programme, participants will be able to: Write more clearly, more grammatically and more persuasively Structure their written communications more effectively Avoid the 'howlers' that can cost you business Impress your clients Win more business 1 Bid strategy How to combine your knowledge of the market or customer, your products and services, and your competitors, to create a quality bid New insights into your comparative advantages and competitive position in the marketplace Understanding more about how your client views you and other suppliers A plan of attack to build on your strengths and attack the weaknesses of your competition Dealing with RFP/ITT situations 2 Teamwork How a bid or proposal team needs to prioritise and manage preparation time Co-ordinating input from team members Agreeing responsibilities 3 The importance and role of a well-written sales proposal Why bother? - the value of the sales proposal to you and to the customer What the customer wants and needs to make a decision in your favour Understanding and delivering on customer expectations Review and discussion of different proposals - with real-life examples 4 The best way to structure your sales proposals A section-by-section, page-by-page review of best practice in structuring great sales proposals How to improve the way you match your proposal to the customer's objectives and requirements Plan your sales documents systematically - to make them easy to read and more persuasive How to make your proposal look like the 'least risky' option 5 Making your proposal a compelling and persuasive proposition Choosing the right words that sell effectively Selecting the right content and information for your document or proposal Using an option matrix to summarise complex choices and increase final order value How to write an executive summary 6 Well-written and error-free Developing your writing style for maximum impact Expressing the content (ie, selling points) clearly, concisely and correctly Proof-reading and editing work effectively, using formal marks and techniques Improving visual layout, format and appearance Keeping it customer-focused 7 Presenting to the client - overview Presentation options Understanding the client's objectives - as well as your own The proposal review meeting - logistics Managing to the next step Designing and delivering a compelling presentation Isolating objections and concerns Follow-up and follow-through 8 Positioning your final proposal Finalising your bid - presenting the right 'best few' USPs, features and benefits and making them relevant and real to the customer Smart ways to position price and be a strong player - without being the cheapest How to differentiate yourselves by how you present, as well as what you present How to design and deliver a successful bid presentation 9 Bid presentation practice session with structured feedback Participants work in small groups or pairs to prepare and later present a sample section from a real life bid or proposal presentation The trainer will provide assistance and input During group review and discussions, input from others will be encouraged and many best practice ideas summarised 10 Managing the end game How best to draw-out, understand, isolate and answer customer objections, negotiate points and concerns How to read the situation to plan the next step Identifying negotiation tactics - and how to deal with them Planning for a negotiation and how to get the customer feel they have the 'best deal' 11 Workshop summary and close

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