Maximising the team's sales capability is the key aim for any sales manager. When sales people struggle to hit their targets, it falls to the sales manager to provide support and help colleagues to find their way again. One of the most effective techniques for sales managers to improve and maintain sales performance is by providing live sales coaching. Sales coaching encourages sales people to find their own solutions and take responsibility for their own development. This course will help participants: Develop people to fulfil their sales potential Provide motivational feedback Identify strengths and weaknesses of their team members Understand personal learning styles Identify and adapt for different personality styles Prepare and conduct on-the-job observations Motivate sales people to greater performance 1 How is sales coaching different from sales training? What is coaching? Discover how coaching empowers sales people Learn the best time to use sales coaching Decide which people should be coached first Creating a development plan 2 Understanding learning, behavioural and communication styles Use practical tools to help you assess individual styles Tap into the essence and energy of the person you are developing Understand your own learning, behavioural and communication preferences Develop a strategy to adopt for each member of your team Discover what motivates you and your salespeople to perform Appreciate how this knowledge will improve your sales conversion 3 Using the GROW coaching model Learn the secrets of a successful coaching session Discover the importance of SMART objectives and instructions Understand and capture what coachees are currently doing right Develop their problem-solving and decision-making skills Help your colleagues crystalise their plans and actions Provide follow-up opportunities to embed the learning 4 Giving motivational feedback Understand why effective feedback is so powerful in sales Learn key models for motivational feedback Discover how to manage and structure more difficult conversations Understand the power of positive reinforcement Encourage sales people to coach and support colleagues 5 Putting it into practice Use realistic scenarios to provide opportunities for practice Discover what it feels like to be coached Receive immediate feedback on your coaching style Share common performance issues with fellow sales managers Create a personal development plan 6 Preparing on-the-job observations and joint visits Build a strategy for coaching and team development Prepare an observation template for effective coaching Learn the key elements of preparation for your next coaching session Agree common areas to focus on with coachees 7 Action planning Personal action plans
This one-day workshop will give you a better understanding of the components and operations of an Access database. It is designed to build on a user's existing skills and includes useful action queries to allow greater manipulation of a database. This workshop will help participants: Ensure the integrity of their databases Manage field properties Use the query functions effectively Save time with the query expression builder Create different types of query more quickly Design better forms Link expressions in forms Create better and more useful reports Import and export tables more easily 1 Table relationship integrity Identifying relationships Identifying criteria for data integrity Applying referential integrity Managing relationship join types 2 Table field properties Field properties overview Using input mask field Using default value fields Using field validation rules 3 Query functions Running aggregate function calculations Running sum, average, count, max and min functions Grouping calculated data 4 Query calculations Using query operators and expressions Adding calculated fields to a query Using the query expression builder 5 Action queries Creating make table queries Creating append queries Creating update queries Creating delete queries 6 Designing forms Adding form controls Aligning and arranging form controls Adding pictures and labels to forms Adding new fields to a form Controlling tab order Adding command buttons Adding a combo box control Formatting data using conditional formatting 7 Form expressions (calculations) Using the form expression builder Working with a property sheet within a form Linking expressions within a form 8 Working with reports Creating reports with the report wizard Inserting report fields Formatting fields Inserting report headers and footers Working with a property sheet within a report 9 Grouped reports Creating groups with the report wizard Sorting grouped data Grouping alphabetically Grouping on date intervals Creating sub reports Adding calculations to groups 10 Importing and exporting tables Importing tables into Access Exporting tables from Access Importing and linking data in Access
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.
This course starts with data transformation strategies, exploring capabilities in the Power Query Editor, and data-cleansing practices. It looks at the Advanced Query Editor to view the M language code. This course focuses on advanced DAX measures that include filtering conditions, with a deep dive into time intelligence measures. Like the M query language, DAX is a rich functional language that supports variables and expression references. This course also looks at the creation of dynamic dashboards and incorporates a range of visualisations available in Power BI Desktop and online in the AppSource. The course finishes with a look at setting up end user level security in tables. 1 The query editor Split by row delimiter AddDays to determine deadlines Advanced query editor 2 Fuzzy matching joins Matching inconsistencies by percentage Matching with transformation table 3 Logical column functions Logical functions IF, AND, OR Using multiple conditions Including FIND in functions 4 Editing DAX measures Make DAX easier to read Add comments to a measure Using quick measures 5 The anatomy of CALCULATE Understanding CALCULATE context filters Adding context to CALCULATE with FILTER Using CALCULATE with a threshold 6 The ALL measure Anatomy of ALL Create an ALL measure Using ALL as a filter Use ALL for percentage 7 DAX iterators Anatomy of iterators A closer look at SUMX Using RELATED in SUMX Create a RANKX RANKX with ALL 8 Date and time functions Overview of functions Create a DATEDIFF function 9 Time intelligent measures Compare historical monthly data Create a DATEADD measure Creating cumulative totals Creating cumulative measures Visualising cumulative totals 10 Visualisations in-depth Utilising report themes Create a heatmap Comparing proportions View trends with sparklines Group numbers using bins Setting up a histogram 11 Comparing variables Visualising trendlines as KPI Forecasting with trendlines Creating a scatter plot Creating dynamic labels Customised visualisation tooltips Export reports to SharePoint 12 User level security Setting up row level security Testing user security
This workshop will provide participants with the insight and skills to be more effective business networkers, face-to-face and online. The approach taken is to build on the strengths people already have and their successes. It is easier to develop what you already have than to try and develop skills that do not come easily. Being yourself is the most effective tool for business networking and building relationships. This course will help those attending: Appreciate the importance of networking, and different forms of networking Understand the dynamics of communication that are specific to networking Become more confident and assured when 'working' a room Improve their influencing skills, especially with people who are experts and in positions of authority 'Sell' themselves and promote their company Identify and manage their profiles using online social networking sites Use effective follow-up to maintain active contacts and connections Select the correct networking groups, clubs and events Create their own personal network 1 The importance, and different types, of networking Personal objectives and introductions Test networking session Examples of the importance, purpose and format of various types of networking, and benefits you can expect 2 How to work a room - preparation and strategy Three things to know before you attend any event Non-verbal communication and art of rapport Breaking the ice - worked examples with practical demonstration 3 Communication dynamics in networking - the power of the listening networker Why it is better to listen than talk Effective questioning and active listening Creating a natural and engaging conversation, 1-2-1 and in a larger group 4 Assumptions when networking How to use the 'instant judgement' of others to your advantage What assumptions are you making? How to keep an open mind 5 Business networking etiquette Meeting and greeting at a business networking event - approaching complete strangers and introducing yourself Socialising: joining and leaving groups easily Making a good first impression in 30 seconds The use of status when networking 6 Making connections Asking for cards, contact details and referrals Gaining a follow-up commitment Some tips and tricks 7 Business networking rehearsals Practice sessions 8 Personal business networking online Overview of different types of networking sites - there is a lot more out there than just Facebook! Examples of creating an effective profile Using social networking effectively - case studies and application 'Advanced' applications - blogs, articles, twitter, feeds, etc. Online demonstration and examples 9 Building relationships - follow-up and follow-through Maintaining a good database Developing a contact strategy with different types and levels of contact How to analyse your contact base
'Selling' doesn't work. You've got to help customers buy. And that means engaging with the customer in a positive way, showing that you understand their requirement and giving them confidence that your product or service is the best possible way of meeting that requirement. This may sound painless but there's more to it than meets the eye and it's all too easy to get it wrong. You need to follow a process. This programme will help participants: Understand 'how buyers buy' and align their selling activities accordingly Recognise the difference between 'latent pain' and 'active vision' opportunities Conduct effective pre-call planning and research Stimulate interest and establish credibility with your prospects Get prospects to share / admit high priority pain Engage in consultative dialogue that promotes the differentiating strengths of your offerings Gain access to 'power' people within an opportunity Effectively qualify and disqualify opportunities based on objective decision criteria Better control and manage sell cycles Improve their chances of winning competitive opportunities Shorten sales cycles and avoid 'no decision' Negotiate the steps leading to a successful sale 1 An introduction to selling Understanding the key points that encourage a customer to purchase from us The difference between consultative selling and a transactional sale Understanding the roles that trust and empathy play in a sale Understanding how tricks and manipulation can sink a sale Vital pre-meeting research that must take place before a conversation Understanding how the customer sees us and why positioning is important 2 Structuring the sales conversation process Defining a set process for structuring a sales call with a chance to demonstrate understanding How the first minute of a conversation can destroy a sale Understanding BPO objectives for a sale How a step-by-step sales conversation process helps win more sales Understanding the mis-match between the customers buying process How our sales processes can lead to mistakes 3 How and why people buy An insight into the emotional factors behind how people arrive at purchasing decisions Using research from neuroscience that shows how sales people can really make mistakes Understanding how people make decisions about larger purchases Understanding the stakeholders in companies and their buying motives How to analyse the stakeholders and determine a win-plan 4 Understanding the funnel Studying the sales and buying process to understand the ratios of sales to prospects and better forecasting Understanding the role of forecasting in sales analysis Why many forecasts are nearly always wrong Understanding the stages of a sales process How 'verifiable outcomes' can really change forecasting 5 Questioning techniques Understanding the different questioning techniques and when they should be used Using the 'knowledge tree' as a framework for questioning Understanding the use of real empathy to help customers uncover their needs How effective research can really empower your questions How to ask 'high gain' questions How to ask difficult questions without feeling intrusive 6 Features and benefits How to practically apply them in a sales scenario How to align the benefits to customers' business goals Really understanding the difference and how to demonstrate true economic benefits to a customer How to discover business goals, and align value propositions to these How to craft an effective value proposition for a customer Using the SAR storytelling method to really engage customers to align their thinking patterns Using the latest neuroscience research that explains what customers are really thinking 7 Overcoming objections How 'confirmation bias' can hinder any sales conversation How the CLARA method of responding to customer concerns can dramatically improve the chances of customers responding to us in a positive way Practising the method to become comfortable and congruent with it 8 Closing the sale A deep dive into what closing is How different sales have different closes How too many closing methods can destroy a sale How to lead up to a close with a logical sequence of questions Using the ACSAT trust method of closing A clear methodology with a chance to practise the skills in a fun way
This one-day workshop is designed to give participants an understanding of the fundamentals of Microsoft Word and its commands, with quick ways to enter text, control formatting and edit paragraphs. This course will help participants: Create, manage and save documents, files and folders Create paragraph lists, bulleted and numbered paragraphs Edit, modify and format paragraphs Create and format tables Use shortcuts to navigate documents Format the layout of documents Manage page headers and footers Insert and managing pictures and diagrams within a document Learn time saving tips and tricks to obtain a professional finish to documents Use printing options 1 Creating documents Getting help Creating and saving documents Accessing recently used documents Managing files and folders 2 Entering and editing text Inserting and editing paragraph text Cutting, copying and pasting text Using tool tips to manage content Applying and removing text formatting Correcting spelling and grammar 3 Creating paragraph lists Creating bulleted paragraphs Creating numbered paragraphs Managing bulleted and numbered lists 4 Modifying paragraphs Changing paragraph alignment Indenting a paragraph Adding borders and shading to paragraphs Formatting paragraphs using styles 5 Navigating documents Using shortcuts for navigating documents Using 'Go To' to navigate documents Finding and replacing text Changing to read view 6 Document layout Inserting page breaks Changing page orientation Adjusting page margins Adding borders to pages 7 Page headers and footers Inserting page headers and footers Using header and footer commands Inserting page numbers Using different first page 8 Inserting pictures and diagrams Inserting pictures from your computer Inserting online pictures Flowing text around a picture Changing a picture Inserting SmartArt diagrams Entering text into SmartArt 9 Inserting tables Using tabs to create tables Resizing and repositioning tables Inserting and deleting rows and columns Using a table's commands Changing a tables text direction Formatting tables 10 Printing documents Previewing and printing documents Using the printing tools Printing parts of a document
Effective communication is a skill. This half-day workshop is very interactive - participants can practise their communication skills in a positive, supportive environment. 1 Welcome, introductions and objectives The definition of effective communication Exercise: sending a message 2 Verbal communications Effective communicators - who are they? What skills or attributes do they have? Listening skills, clear use of words, presence, eye contact, body language 3 How good a listener are you? Exercise: listening skills questionnaire and evaluation 4 Impact versus intent - what did you really mean to say? Attitudes influence behaviour and behaviour breeds behaviour Exercise: 'I never said she stole money' The need to avoid misunderstanding or misinterpretation 5 The 5 key principles to effective communication Exercise: 'What would you say?' 6 Written communication What makes an effective written communication? Kipling's 6 Honest Men: who, what, where, when, why and how Planning to write an email 7 Fuzzy meanings Probabilities for misunderstandings and misinterpretations 8 Practical exercise Hone written communication skills and put into practice hints and tips from the session 9 Review of key learning points and objectives
This course starts with the basics then moves seamlessly to an intermediate level. It includes a comprehensive yet 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 use the online Power BI service. It looks at authoring tools that enables you to connect to and transform data from a variety of sources, allowing you to produce dynamic reports using a library of visualisations. Once you have those reports, the course looks at the seamless process of sharing those with your colleagues by publishing to the online Power BI service. The aim of this course is to provide a strong understanding of the Power BI analysis process, by working with real-world examples that will equip you with the necessary skills to start applying your knowledge straight away. 1 Getting started The Power BI process Launching Power BI Desktop The four views of Power BI Dashboard visuals 2 Connecting to files Connect to data sources Connect to an Excel file Connect to a CSV file Connect to a database Import vs. DirectQuery Connect to a web source Create a data table 3 Transforming data The process of cleaning data Column data types Remove rows with filters Add a custom column Append data to a table Fix error issues Basic maths operations 4 Build a data model Table relationships Manage table relationships 5 Merge queries Table join kinds Merging tables 6 Create report visualisations Creating map visuals Formatting maps Creating chart visuals Formatting chart Tables, matrixes, and cards Control formatting with themes Filter reports with slicers Reports for mobile devices Custom online visuals Export report data to Excel 7 The power query editor Fill data up and down Split columns by delimiter Add conditional columns Merging columns 8 The M formula Creating M functions Create an IF function Create a query group 9 Pivot and unpivot tables Pivot tables in the query editor Pivot and append tables Pivot but don't summarise Unpivot tables Append mismatched headers 10 Data modelling revisited Data model relationships Mark a calendar as a date table 11 Introduction to calculated columns New columns vs. measures Creating a new column calculation The SWITCH function 12 Introduction to DAX measures Common measure categories The SUM measure Adding measures to visuals COUNTROWS and DISINCTCOUNT functions DAX rules 13 The CALCULATE measure The syntax of CALCULATE Things of note about CALCULATE 14 The SUMX measure The SUMX measure X iterator functions Anatomy of SUMX 15 Introduction to time intelligence Importance of a calendar table A special lookup table The TOTALYTD measure Change year end in TOTALYTD 16 Hierarchy, groups and formatting Create a hierarchy to drill data Compare data in groups Add conditional formatting 17 Share reports on the web Publish to the BI online service Get quick insights Upload reports from BI service Exporting report data What is Q&A? Sharing your reports 18 Apply your learning Post training recap lesson
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