Overview 2 day applied course in modelling Basel IRB parameters and generating IRB Pillar 1 credit risk capital requirement for a mixed retail and corporate loan book Who the course is for Credit risk management, model validators and quants Loan officers / loan portfolio management ALM staff Bank investors – equity and credit investors Course Content To learn more about the day by day course content please request a brochure To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
This course will allow you to explore the potential of self-service business intelligence using Power BI Desktop to analyse and connect to different sources of data, creating Relationships between those different datasets, Query the data using Shaping and data Modelling, to create Visualizations, and publish Reports to different platforms . Course Objectives At the end of this course you will be able to: Connect to data from different sources. Use the Query Editor Perform Power BI desktop data Shaping and Transformation. Create Power BI desktop Modelling. Create Power BI desktop Visualizations and Reports. ' 1 year email support service Take a closer look at the consistent excellent feedback from our growing corporate clients visiting our site ms-officetraining co uk With more than 20 years experience, we deliver courses on all levels of the Desktop version of Microsoft Office and Office 365; ranging from Beginner, Intermediate, Advanced to the VBA level and Business Intelligence. Our trainers are Microsoft certified professionals with a proven track record with several years experience in delivering public, one to one, tailored and bespoke courses. Our competitive rates start from £550.00 per day of training Tailored training courses: You can choose to run the course exactly as they are outlined by us or we can customise it so that it meets your specific needs. A tailored or bespoke course will follow the standard outline but may be adapted to your specific organisational needs. Please visit our site (ms-officetraining co uk) to get a feel of the excellent feedback our courses have had and look at other courses you might be interested in. Introduction to Power BI Power BI Jargon explained A quick look at Power BI Desktop A quick look at the Power BI service Helpful resources Power BI and Excel Introduction to using Excel data in Power BI Upload Excel data to Power BI Import Power View and Power Pivot to Power BI Getting started with Power BI Desktop Overview of Power BI Desktop Accessing Help and Helpful resources Connect to data sources in Power BI Desktop Shaping and Transforming Data with Query Editor Introduction to the Query Editor Data Sources Power BI Desktop can Connect to Introduction to Steps and M code Combining Data Using Merge and Append Queries Data Type Properties Working with Delimiters Clean and transform your data with the Query Editor Text Specific Transformation Tools Number Specific Transformation Tools Date Specific Transformation Tools Split and Merge columns Creating an Index Column Adding Conditional Columns Columns From Examples Grouping and Aggregating data Pivoting and Unpivoting Using filters Modeling the data Introduction to modeling your data How to manage your data relationships Create calculated columns Optimizing data models Create calculated measures Show Values As and Quick Measures Create calculated tables Explore your time-based data Introduction to DAX DAX calculation types DAX functions Visualizations Introduction to visuals in Power BI Create and customize simple visualizations Modify colors in charts and visuals Shapes, text boxes, and images Page layout and formatting Group interactions among visualizations Visual hierarchies and drill-down Using custom visualizations Create a KPI Visualization Geo-Data and Maps Reports, Publishing and Sharing Introduction to the Power BI service Quick insights in Power BI Create and configure a dashboard Ask questions of your data with natural language Create custom Q&A suggestions Share dashboards with your organization Introduction to content packs, security, and groups Publish Power BI Desktop reports Print and export dashboards and reports Create groups in Power BI Use content packs Update content packs Publish to web Who is this course for? Who is this course for? This course facilitates you with knowledge on the potential for Power BI Desktop to analyse and connect to different sources of data, creating Relationships between those different datasets, Query the data using Shaping and data Modelling, and to create Visualizations, and publish Reports to different platforms. Requirements Requirements Before attending this course, delegates should have: - A general knowledge of database concepts (fields, records and relationships) - Familiarity with Excel. Career path Career path Business Intelligence Data Analysis ETL & Data Warehousing
Project Management for Non-Project Managers: In-House Training Individuals who are involved in projects (commissioning, supporting, sponsoring, etc.) may often be unfamiliar with project management. A basic understanding of project management is essential for non-project managers, who are critical stakeholders contributing to project success. This awareness course uses A Guide to the Project Management Body of Knowledge (PMBOK® Guide) and other sources to introduce you to project management vocabulary, concepts, and techniques. It also provides insights into the realities of being a project manager, and opportunities to explore how you can positively impact projects in your own role. What You Will Learn At the end of this program, you will be able to: Identify the benefits of project management Use standard project management terminology Describe characteristics of successful projects, project managers, and high-performing teams Explain various project stakeholder roles, their responsibilities, and the fundamental project management processes Recognize how agile / adaptive practices are useful for certain project life cycles Create a personal action plan for how to support real-world projects within a non-PM role Getting Started Introductions Course structure Course goals and objectives Foundation Concepts Project management overview Strategic value of project management Defining project success Project life-cycle models and governance Project roles and responsibilities Project Initiating and Planning Initiating the project Defining project requirements and scope Developing the project schedule and budget Project Risk Management, Executing, Monitoring, and Closing Understanding, evaluating, and adjusting for risk Honoring the baseline and executing the project Monitoring and controlling the project Closing the project Project Interpersonal Processes Project communication Project team development Conflict management
Enhancing Performance with Productive Conflict: In-House Training Most organizations have typically held the belief that workplace conflict is something that needs to be prevented, resolved, and/or mitigated. After all, conflict creates stress and leads to a variety of performance problems and very real costs. However, what savvy organizations have come to embrace is the understanding that when conflict is truly understood and harnessed, it can be utilized to not only add value to teams, but also enhance workplace performance. Conflict can be productive and make organizations better! Learners will explore the results of a formal, personalized, conflict-related assessment, uncovering targeted nuances of their conflict responses in action. Participants will learn to use basic strategies which allow them to transform destructive conflict responses into more productive ones, especially in the moment when they are happening. What you will Learn At the end of this program, you will be able to: Apply different models for understanding the lifecycle and dynamics of conflict Describe a physiological response to conflict and its impact on communication Recognize the correlation between a person's conflict style and how they respond to conflict Identify your own default responses to conflict and catch them in action Reframe automatic negative thoughts to create more positive interpersonal outcomes Utilize various tactics and strategies to transform destructive conflict responses into productive ones Getting Started Introductions and social agreements Course goal and objectives Opening activities Module 1: The Dynamics and Anatomy of Conflict Conflict basics Dynamics of conflict The anatomy of conflict Module 2: Conflict Styles and Conflict Conflict through the conflict style lens Exploring your style in conflict Destructive responses to conflict Module 3: Changing Your Response to Conflict Changing your conflict response Three steps to productive conflict Choosing a productive conflict response
The model adds an easily understandable engaging communication tool that delegates begin to use immediately and effectively when they leave the training room. The model adds an easily understandable engaging communication tool that delegates begin to use immediately and effectively when they leave the training room. Insights Discovery - How it Works: Through Insights Discovery® and our own, in-house Insights Discovery® licenced practitioner, we use the Insights Discovery model to understand an individual’s unique preferences. Our Insights Discovery-based people development programmes are simple and deeply insightful. They provide immediate impact and enable positive, lasting change. Insights Discovery® is: Simple: easy to understand so everyone can apply what they learn. Universal: it speaks to everyone at all levels. Deeply Insightful: take you places you never expected. Positive: the supportive language is so engaging it empowers people to change. Fun! The memorable colour energy system that really sticks Using Insights Discovery® as part of a wider programme: Insights Discovery® is at the heart of everything that we do. This simple framework of four colour energies can be used to develop highly-tailored solutions to meet your unique business needs. Example solutions: Increasing communication and collaboration: learn how your team, department or organisation can work together more effectively in a series of Insights Discovery® Workshops. Improving personal effectiveness: as part of a programme of coaching, Insights Discovery can be used to identify areas of strength and help create a development plan tailored to each individual. Developing leaders and sales people: use an understanding of preferences to assess individual and collective strengths and enhance crucial business skills. Explore the concept of change and gain an understanding of the process Understand how different personality types respond to change Engage the wider organisation by building relationships with staff Motivate teams through change
Masterclasses? Refreshers? Introductions? It depends what you're looking for and where you want to pitch them, but here are six tried-and-tested highly focused sessions that organisations can take individually or as a series, to help develop their teams' project management capabilities one topic at a time. Objectives for each individual session are set out below, as part of the session outlines. Taken together, as a series, however, these modules are an ideal opportunity to develop your team's levels of project management capability maturity, whether that's by introducing them to the basic principles, refreshing them on best practice, or giving them the opportunity to really drill down into a specific area of challenge in your particular operating environment. Session outlines 1 Stakeholder management Session objectives This session will help participants: Understand why stakeholders matter to projects Be able to identify and engage stakeholders Be able to categorise stakeholders by their significance 1 Key principles What does 'stakeholder' mean - in theory? What does this mean in practice? Why stakeholders matter Consequences of missing stakeholders The stakeholder management process:IdentifyAssessPlanEngage 2 Identifying stakeholders Rapid listing CPIG analysis PESTLE analysis Drawing on the knowledge and experience of others Other ways to identify stakeholders 3 Assessing stakeholders Which stakeholders are significant? Stakeholder radar Power-interest maps Power-attitude maps 4 Planning The adoption curve Dealing with obstacles Who should engage which stakeholder? How should the project's organisation be structured? How will communication happen? 5 Engaging Seven principles of stakeholder engagement 2 Requirements and prioritisation Session objectives This session will help participants: Understand how clarity of requirements contributes to project success Use different techniques for prioritising requirements Agree requirements with stakeholders Manage changes to requirements 1 Understanding and managing stakeholder needs and expectations What are 'requirements'? What is 'requirements management'? Sources of requirements - and the role of stakeholders Are stakeholders sufficiently expert to specify their needs? Do they understand the detail of what they want, or do they need help to tease that out? What do stakeholders want to achieve? Working within constraints Prioritising requirements - three techniques 2 MoSCoW prioritisation 'Must have', should have', 'could have, 'won't have this time' When to use MoSCoW 3 The Kano Model Customer satisfaction - 'attractive' and 'must-be' qualities When to use Kano 4 Value-based prioritisation Understanding risk v value Using risk v value to prioritise features and schedules 5 Agreeing requirements Perfect v 'good enough' Establishing acceptance criteria Requirements traceability Agreeing project scope 6 Changing requirements Why requirements change Why change control matters Impact on projects A formal change control process Paying for change - managing change for different types of project 3 Estimating Session objectives This session will help participants: Understand the different purposes estimates satisfy Be able to use different estimating techniques Understand how to achieve different levels of accuracy 1 Key principles What's an estimate? Informed guesswork What needs to be estimated? Costs, resources, effort, duration Tolerances Precision v accuracy 2 Estimating through the lifecycle Start Plan Do 3 Early estimates Comparative ('analogous') estimating Parametric estimating Using multiple estimating techniques 4 Bottom-up estimating Bottom-up ('analytical') estimating Pros Cons 5 Three-point estimating Three-point ('PERT': Programme Evaluation and Review Technique) estimating Uncertainty and the range of estimates Calculating a weighted average Three-point with bottom-up 4 Scheduling Session objectives This session will help participants: Understand how to create a viable schedule Be able to use different forms of schedule Understand the concept of the critical path 1 Key principles The planning horizon Rolling wave planning Release planning 2 Viable scheduling Creating a viable schedule Define the scope Sequence the work Identify the risks and build in mitigations Identify the resources Estimate the effort and durations Check resource availability Refine until a workable schedule is produced 3 Critical path analysis The critical path Network diagrams Sequence logic Practical application:Network diagram with estimated durationsThe 'forward pass'The 'backward pass'Calculating total floatIdentifying the critical pathCalculating free float Gantt charts 5 Risk and issue management Session objectives This session will help participants: Understand the difference between risks and issues Be able to identify and assess risks Understand ways of mitigating risks Manage issues 1 Key principles Understanding risk Threats and opportunities The risk management processPreparation - proactive risk managementThe process - identify, assess, plan, implementStakeholder communication Roles and responsibilities Risk management strategy The risk register Risk appetite 2 Risk identification Brainstorming Interviews Assumption analysis Checklists 3 Risk assessment and prioritisation Probability, impact and proximity Triggers Qualitative risk assessment Qualitative impact assessment Qualitative probability assessment Probability / impact grid Bubble charts Risk tolerance 4 Planning countermeasures To mitigate or not to mitigate? Categories of risk response Avoid and exploit Reduce and enhance Transfer Share Accept Contingency Secondary risks 5 Issue management What is an issue? Tolerances Issues and tolerances The PRINCE2 view of issues Ownership of issues An issue management process Issue register 6 Budgeting and cost control Session objectives This session will help participants: Understand what to include in a budget - and why Choose - and use - the appropriate estimating technique Align the budget with the schedule Understand how to monitor spend and control costs Trouble-shoot effectively to get projects back within budget Session format Flexible. The session can be tailored to the participants' average level of project management maturity - a 60-minute session (delivered virtually) is an effective introduction. A 90-minute session allows for more in-depth treatment. A half-day session (face-to-face or virtual) gives time for a more challenging workshop, particularly to discuss specific cost control issues with any of the participants' current projects. 1 Where is the money coming from? Can we pay from revenue? Do we need to borrow? How long will the project take to pay back? The lifecycle of the budget Through-life costs Stakeholder involvement 2 Estimating costs Reminder: the relationship between estimates Reminder: possible estimating techniques What do we need to estimate?PeopleEquipmentMaterialsFacilities and operating costsWork package estimateEstimated project costs Estimating agile projects 3 Aligning budget and schedule Scheduling and financial periods Spreading the budget 4 Reserves and agreeing the budget Contingency reserve Management reserve Agreeing the budget 5 Cost control Planned spend over time Actual spend over time Work completed over time Evaluating different scenarios: delivery v spend 6 Trouble-shooting Why are we where we are? What has caused the project to spend at the rate it is? Why is it delivering at the rate it is? What are the root causes? What can we do about it?
In today's dynamic business environment, Managers need to evaluate different courses of action and make decisive decisions.
We use the Insights Discovery® Personality profiling model, which adds a simple visual methodology that supports effective communication. Explore the concept of change and gain an understanding of the process Understand how different personality types respond to change Engage the wider organisation by building relationships with staff Motivate teams through change Insights Discovery - How it Works: Through Insights Discovery® and our own, in-house Insights Discovery® licenced practitioner, we use the Insights Discovery model to understand an individual’s unique preferences. Our Insights Discovery-based people development programmes are simple and deeply insightful. They provide immediate impact and enable positive, lasting change. Insights Discovery® is: Simple: easy to understand so everyone can apply what they learn. Universal: it speaks to everyone at all levels. Deeply Insightful: take you places you never expected. Positive: the supportive language is so engaging it empowers people to change. Fun! The memorable colour energy system that really sticks Using Insights Discovery® as part of a wider programme: Insights Discovery® is at the heart of everything that we do. This simple framework of four colour energies can be used to develop highly-tailored solutions to meet your unique business needs. Example solutions: Increasing communication and collaboration: learn how your team, department or organisation can work together more effectively in a series of Insights Discovery® Workshops. Improving personal effectiveness: as part of a programme of coaching, Insights Discovery can be used to identify areas of strength and help create a development plan tailored to each individual. Developing leaders and sales people: use an understanding of preferences to assess individual and collective strengths and enhance crucial business skills. Explore the concept of change and gain an understanding of the process Understand how different personality types respond to change Engage the wider organisation by building relationships with staff Motivate teams through change
We use the Insights Discovery® Personality profiling model, which adds a simple visual methodology that supports effective communication. Revitalise and inspire your sales team to a higher level of performance. Help your sales people be more effective at every stage of the sale. Build customer relationships quickly and effectively... Our Sales Effectiveness programme is ideal if you want to; assess the strengths and challenges of your sales people understand your sales team's style and how it impacts on customer relationships develop your sales team's interpersonal skills Insights Discovery - How it Works: Through Insights Discovery® and our own, in-house Insights Discovery® licenced practitioner, we use the Insights Discovery model to understand an individual’s unique preferences. Our Insights Discovery-based people development programmes are simple and deeply insightful. They provide immediate impact and enable positive, lasting change. Insights Discovery® is: Simple: easy to understand so everyone can apply what they learn. Universal: it speaks to everyone at all levels. Deeply Insightful: take you places you never expected. Positive: the supportive language is so engaging it empowers people to change. Fun! The memorable colour energy system that really sticks Using Insights Discovery® as part of a wider programme: Insights Discovery® is at the heart of everything that we do. This simple framework of four colour energies can be used to develop highly-tailored solutions to meet your unique business needs. Example solutions: Increasing communication and collaboration: learn how your team, department or organisation can work together more effectively in a series of Insights Discovery® Workshops. Improving personal effectiveness: as part of a programme of coaching, Insights Discovery can be used to identify areas of strength and help create a development plan tailored to each individual. Developing leaders and sales people: use an understanding of preferences to assess individual and collective strengths and enhance crucial business skills. Explore the concept of change and gain an understanding of the process Understand how different personality types respond to change Engage the wider organisation by building relationships with staff Motivate teams through change