This programme has a simple objective: to help a sales team create and implementa comprehensive account development plan. If you want to earn strategic partner or preferred supplier status with your clients and customers then you need to add value to their business, consistently, and you can only do this if you have a plan - a key account management plan. This programme will help participants: Discover opportunities - through a deeper understanding of the customer's business Develop partnership - through a better 'value proposition' for the customer Increase repeat business - based on higher customer satisfaction Improve synergy - by getting everyone to 'sing from the same hymn sheet' Develop a collaborative account plan - validated by the customer and their own management Secure resources - management will align resources to execute soundly based account plans Win an increased share of 'customer wallet' - through systematic account development 1 The six principles of strategic account development Introduction to the PROFIT account development model:- Performance- Relationships- Objectives and goals- Feedback- Integration- Teamwork Practical account development strategies: overview and case studies 2 Performance Use practical tools to help you manage and measure account performance and success Design and build a monthly account dashboard for all sizes of account Prioritise and manage accounts and customers pro-actively and successfully, using proven planning tools Develop a cross-selling strategy to integrate products or solutions into the customer's business as closely as possible 3 Relationships How to build and manage key relationships within an account Qualifying and managing key influencers accurately Producing a 'relationship matrix' for each account quickly and easily Approaching and developing new contacts strategically Tools and techniques for successful tracking of contacts and call-backs Developing a coach or advocate in every customer organisation pro-actively 4 Objectives and goals Where are you now? - how to establish your competitive position within an account Know how to set, monitor and track key objectives for accounts over the short, medium and long term Selling against the competition - developing both long- and short-term sales strategies 5 Feedback - building loyal and satisfied customers The correct way to manage customer expectations and create listening loops within an account How to monitor and track your customer's perception and satisfaction with your organisation Building a personalised satisfaction matrix for each account Customer review meetings - best practice in building loyalty by regular joint planning events Understanding the concept of long-term customer value and the importance of adapting a customer-focused attitude 6 Integration How to integrate your products or solutions with the customer's business needs and processes Spot and react to early warning signals that may cause an account's loyalty to fade, reduce revenue or switch to a competitor Developing a loyalty strategy for key accounts or groups of smaller accounts Getting your message and strategy across to C-level contacts 7 Teamwork Working with others to achieve your account goals Gaining internal commitment from your organisation Managing and working with a virtual team Creating cross-departmental communication loops 8 Putting it all together Personal account reviews Personal learning summary and action plans
Helping people become more efficient in how they manage and prioritise their working day, and for leaders and managers, how they can work efficiently by collaborating effectively with their people.
EFT, Emotional Freedom Techniques, often known as Tapping, is a cutting-edge therapeutic skill dating from the 1990s that many therapists are learning. Therapists may have originally studied counselling, CBT (Cognitive Behavioural Therapy), psychotherapy, hypnotherapy, or one of a number of therapy modalities, and they then learn EFT, or Tapping, in order to improve their offering to their clients. The reason is twofold: 1. The relatively fast, thorough, and long-lasting results – 2. The client is empowered with an easy to use self-help should they wish to use it in-between sessions.
Overview This one day Building Better Work Habits training course has been developed for everyone in your organisation who may struggle with their own personal effectiveness. They may not have control of their own workload or blame others as to why they’re not achieving certain tasks and projects. Alternatively, it might be that high performers want to understand how they can organise themselves in a new way to give themselves more stretch in their roles. The training course will help the learners build self-awareness and will highlight the important parts of working smarter to achieve end goals. Description We are all busy, and sometimes it seems we do not have enough hours in the day to complete deadlines and projects. It can then eat into our home life, meaning we often end up stressed, or in worst-case scenarios, unwell (both physically and mentally). The reason behind this is often how we work day to day, as opposed to others giving us work at the last minute. These training course materials have been designed to help your participants work more effectively for the long term. This isn’t about how to manage a diary or emails, but rather look closely to see what are the blockers which get in the way of success. These small changes in day to day work will have a dramatic impact in both productivity and personal effectiveness. Topics covered: Productivity: the science bit – A chance to explore what we mean by being productive and how that helps us build better work habits, as well as the opportunity to look at some of the science behind myths and bad habits we’ve probably already formed. Includes a link to a YouTube video. Procrastination, why put off to tomorrow what we can do today! – Participants will explore what we procrastinate about, how we procrastinate in our own lives, and what we can do about it! Eat That Frog – An introduction to Brian Tracy’s book “Eat that frog” and how it can help us improve our working habits. Includes a link to a YouTube video. Eat That Frog: Thinking on Paper – A chance to put into practice some of Brian Tracy’s methods and how to use them in our real lives Eat That Frog: Rocks, Pebbles and Sand – Taking our goal setting further, we explore Covey’s methodology around prioritising our tasks. Eat That Frog: The Pareto Principle – The final part of the “Eat that Frog” section looks at how effective we in terms of how we spend our day Prioritising: how do we spend our day? – Participants explore how proactive they are, and what the danger might be in letting a situation rule their time Prioritising: The Priority Matrix – Taking the Rock, Pebbles and Sand methodology further, participants explore what truly is urgent and what is important in our day to day Prioritising: Company Performance Tensions – We may know what our own personal objectives are, however, our business objectives have certain tensions that could impact these. How can we balance these two different objectives to ensure we’re successful day to day? What’s my mindset? – Sometimes we can get in the way of our own successes and plans due to our mindset; utilising Carol Dweck’s work, it is a chance to reflect on our own mindsets when we’re building new work habits. Includes a link to a YouTube video. What’s my mindset? Energy Cycles – Our energy can impact our mindset and how productive we are. A chance to look at what gives us energy, and how we can work more effectively depending on where our energy levels might be Who should attend Anyone interested in understanding in being more effective at work. Requirements for Attendees None.
Overview This one day Building Better Work Habits training course has been developed for everyone in your organisation who may struggle with their own personal effectiveness. They may not have control of their own workload or blame others as to why they’re not achieving certain tasks and projects. Alternatively, it might be that high performers want to understand how they can organise themselves in a new way to give themselves more stretch in their roles. The training course will help the learners build self-awareness and will highlight the important parts of working smarter to achieve end goals. Description We are all busy, and sometimes it seems we do not have enough hours in the day to complete deadlines and projects. It can then eat into our home life, meaning we often end up stressed, or in worst-case scenarios, unwell (both physically and mentally). The reason behind this is often how we work day to day, as opposed to others giving us work at the last minute. These training course materials have been designed to help your participants work more effectively for the long term. This isn’t about how to manage a diary or emails, but rather look closely to see what are the blockers which get in the way of success. These small changes in day to day work will have a dramatic impact in both productivity and personal effectiveness. Topics covered: Productivity: the science bit – A chance to explore what we mean by being productive and how that helps us build better work habits, as well as the opportunity to look at some of the science behind myths and bad habits we’ve probably already formed. Includes a link to a YouTube video. Procrastination, why put off to tomorrow what we can do today! – Participants will explore what we procrastinate about, how we procrastinate in our own lives, and what we can do about it! Eat That Frog – An introduction to Brian Tracy’s book “Eat that frog” and how it can help us improve our working habits. Includes a link to a YouTube video. Eat That Frog: Thinking on Paper – A chance to put into practice some of Brian Tracy’s methods and how to use them in our real lives Eat That Frog: Rocks, Pebbles and Sand – Taking our goal setting further, we explore Covey’s methodology around prioritising our tasks. Eat That Frog: The Pareto Principle – The final part of the “Eat that Frog” section looks at how effective we in terms of how we spend our day Prioritising: how do we spend our day? – Participants explore how proactive they are, and what the danger might be in letting a situation rule their time Prioritising: The Priority Matrix – Taking the Rock, Pebbles and Sand methodology further, participants explore what truly is urgent and what is important in our day to day Prioritising: Company Performance Tensions – We may know what our own personal objectives are, however, our business objectives have certain tensions that could impact these. How can we balance these two different objectives to ensure we’re successful day to day? What’s my mindset? – Sometimes we can get in the way of our own successes and plans due to our mindset; utilising Carol Dweck’s work, it is a chance to reflect on our own mindsets when we’re building new work habits. Includes a link to a YouTube video. What’s my mindset? Energy Cycles – Our energy can impact our mindset and how productive we are. A chance to look at what gives us energy, and how we can work more effectively depending on where our energy levels might be Who should attend Anyone interested in understanding in being more effective at work. Requirements for Attendees None.
The aim of this course is to provide project managers, project engineers and project support staff with a toolkit they can use on their projects. The tools range from the simple that can be used on all projects to the advanced that can be used where appropriate. This programme will help the participants to: Identify and engage with stakeholders Use tools for requirements gathering and scope management Produce better estimates using a range of techniques Develop more reliable schedules Effectively manage delivery DAY ONE 1 Introduction Overview of the programme Review of participants' needs and objectives 2 Stakeholder management Using PESTLE to aid stakeholder identification Stakeholder mapping The Salience model Stakeholder engagement grid 3 Requirements management Using prototypes and models to elucidate requirements Prioritising techniques Roadmaps Requirements traceability 4 Scope management Work breakdown structures Responsibility assignment matrix 5 Delivery approaches Sequential Agile 6 Estimating Comparative estimating Parametric Bottom-up Three-point estimating Delphi and Planning Poker Creating realistic budgets DAY TWO 7 Scheduling Critical path analysis Smoothing and levelling Timeboxing Team boards Monte Carlo simulations Probability of completion 8 People management Situational Leadership The Tuckman model Negotiation Conflict management Belbin 9 Monitoring and control Earned value management 10 Course review and action planning Identify actions to be implemented individually Conclusion PMI, CAPM, PMP and PMBOK are registered marks of the Project Management Institute, Inc.
The need for key staff to have commercial skills is paramount, as the public sector is increasingly opened up as a commercial market, in which organisations compete against each other and the private sector for contracts. Generating additional income and being commercially aware is vital for this to be a success, and is what many public sector organisations are looking to do. This programme will help you: See commercial awareness as not just another skill-set, but as a different mind-set Use a variety of tried-and-tested commercial, analytical decision-making techniques and tools Define your commercial objectives Develop a strategic focus Start looking at service clients as market segments Analyse, in a competitive context, your service offering Plan a commercial strategy, prepare for its implementation and see it through to execution 1 What is commercial thinking? Understand what it means to be a commercial thinker Identifying commercial opportunities often involves not only a different skill set but also a different mindset; looking at the services that you provide 2 Defining strategic commercial objectives Defining your key commercial objectives Prioritising your strategic objectives Two key strategic planning tools:Resource and Competency MatrixPESTLE How to apply these tools to your particular situation 3 Developing a strategic focus Decision-making on how to compete in the markets identified by your strategic objectives requires a strategic focus Developing strategic focus A tool for helping you to make those decisions: using the Ansoff Matrix 4 Defining customer targets How to think more commercially by understanding who all your customers are and how they differ from each other how to apply the principles to your areas to identify the type of customers you have and their key characteristics - Customer segmentation Who are your customers? How do their needs vary? - Scenarios 5 The competitive market place Understanding the competitive forces at play Different types of competition Analysing your competitive environment using Porter's 5 Forces model 6 Meeting stakeholder expectations Two simple models to help you identify the key stakeholders who could influence your commercial environment How to use your stakeholders to help you achieve your commercial objectives 7 Implementation - systems, structures and processes Effective commercial activity involves working with others to implement ideas and strategies What do you need to have in place before you implement your commercial strategy? How to health-check your organisation prior to implementation using the McKinsey 7S framework 8 Implementation - people and culture A good commercial strategy only works if the people involved buy in to the ideas and if the culture of the organisation is conducive to the effective implementation How the latest thinking in behavioural economics can help you develop your culture and people to work commercially 9 Tools and checklists Be more commercial within your sphere of influence using a commercial checklist to help you Using the checklist as a benchmark against the most commercially aware organisations Using the checklist as a health check - both corporately and individually
Power BI is a powerful data visualisation program that allows businesses to monitor data, analyse trends, and make decisions. This course is designed to provide a solid understanding of the reporting side of Power BI, the dashboards, where administrators, and end users can interact with dynamic visuals that communicates information. This course focuses entirely on the creation and design of visualisations in dashboards, including a range of chart types, engaging maps, and different types of tables. Designing dashboards with KPI's (key performance indicators), heatmaps, flowcharts, sparklines, and compare multiple variables with trendlines. This one-day programme focuses entirely on creating dashboards, by using the many visualisation tools available in Power BI. You will learn to build dynamic, user-friendly interfaces in both Power BI Desktop and Power BI Service. 1 Introduction Power BI ecosystem Things to keep in mind Selecting dashboard colours Importing visuals into Power BI Data sources for your analysis Joining tables in Power BI 2 Working with data Utilising a report theme Table visuals Matrix visuals Drilling into hierarchies Applying static filters Group numbers with lists Group numbers with bins 3 Creating visuals Heatmaps in Power BI Visualising time-intelligence trends Ranking categorical totals Comparing proportions View trends with sparklines 4 Comparing variables Insert key performance indicators (KPI) Visualising trendlines as KPI Forecasting with trendlines Visualising flows with Sankey diagrams Creating a scatter plot 5 Mapping options Map visuals Using a filled map Mapping with latitude and longitude Mapping with ArcGIS or ESRI 6 Creating dashboards High-level dashboard Migration analysis dashboard Adding slicers for filtering Promote interaction with nudge prompts Searching the dashboard with a slicer Creating dynamic labels Highlighting key points on the dashboard Customised visualisation tooltips Syncing slicers across pages 7 Sharing dashboards Setting up and formatting phone views Exporting data Creating PDF files Uploading to the cloud Share dashboards in SharePoint online
Today's administrative professional needs flexibility and a broad portfolio of skills including self-motivation, assertiveness, and the ability to deal with difficult people. You will benefit from this course if you are an administrator, medical/legal secretary or PA, who wants to enhance your administrative support skills, as well as evaluating your existing techniques. This course will help you identify: your areas of strength and your areas for improvement in the work environment ways to accept new challenges and responsibilities with confidence what motivates you at work techniques to improve your planning and time management ways of improving your influencing and assertiveness skills your preferred working style (and relate it to your interaction with others) ways of using your initiative how to deal with challenging people, using recognised communication methods The course will help you develop a flexible set of skills that will allow you to succeed at work, no matter what the day throws at you. It will help you communicate effectively with a diverse range of colleagues and others with tact and diplomacy. And, finally, it will help you provide the administrative support that is essential for the smooth running of your area and of the organisation as a whole. 1 Introduction Overview Introductions Individual objectives 2 What exactly is your role? Before looking at new skills and techniques, where are you now? Do you have the skills, knowledge and attitude required to be an exceptional administrator? Understand your job criteria Identifying your strengths and areas for development Activity - skills analysis Activity - action plan 3 Building trust How can you build trust? Understanding the links between reliability, consistency and trust What is required to deliver efficient service? Activity: efficient service requirements of the professional administrator 4 Working styles Identifying your working style preference Understanding the importance of a flexible approach Identifying areas of improvement to become a more effective team member Activity: Questionnaire (completing, scoring and charting) Activity: drawbacks of my style Developing your working style 5 Assertiveness Understand the differences between behaviours Activity: Definition and characteristics of assertive / aggressive / passive behaviour Activity: Identifying different behaviours Understanding how to be more assertive How to use assertiveness techniques How to ask for feedback Activity: Making requests assertively Activity: Refusing requests assertively 6 Time management The importance of planning for success The importance of managing interruptions The importance of having clear purpose Time management best practices Activity: How do you plan your time? What prevents you improving your time management? How will you recognise success? 7 Prioritisation How to prioritise work to meet deadlines The prioritisation matrix Activity: Post it! 8 Dealing with interruptions The impact interruptions have on productivity How to manage interruptions Activity: What interruptions do you experience? What tactics can be employed to reduce these interruptions? 9 Close Open forum Summary Action planning