High quality specifications are of paramount importance in achieving the right technical performance and value for money. This long-established training programme has been developed to help those involved in producing specifications to create high quality documents in an organised and effective way. It provides a sound foundation for those new to the topic whilst at the same time offering new insights to those with more experience. The programme emphasises the need for a clear definition of requirements combined with the ability to communicate those requirements effectively to third parties. A structured method of preparing specifications is provided, and a range of practical techniques is presented, to enable participants to put the principles into practice. The commercial and contractual role of specifications is also addressed. The objectives of the workshop are to: Provide a clear understanding of the role and purpose of specifications Present a framework for organising and producing specifications Define the key steps involved in creating effective specifications Demonstrate methods for assisting in defining requirements Provide tools and techniques for scoping and structuring specifications Show the role of specifications in managing variations and changes to scope Present methods to assist the writing and editing of specifications Review how specifications should be issued and controlled DAY ONE 1 Introduction Review of course objectives Review of participants' needs and objectives 2 Creating effective specifications The role of specifications in communicating requirements The costs, benefits and qualities of effective specifications Understanding the differences between verbal and written communication The five key steps of 'POWER' writing: prepare-organise-write-edit-release Exercise: qualities of an effective specification 3 Step 1: Preparing to write - defining readership and purpose; the specification and the contract Designing the specifications required; applying BS 7373 Defining the purpose, readership and title of each document Effective procedures for writing, issuing and controlling specifications The roles and responsibilities of the key players Understanding contracts; the contractual role of the specification Integrating and balancing the technical and commercial requirements Writing specifications to achieve the appropriate contract risk strategy Deciding how to specify: when to use functional and technical specifications The role of specifications in managing variations and changes to scope 4 Case study 1 Teams review a typical project scenario and identify the implications for the specification Feedback and discussion 5 Step 2: Organising the specification content Defining the need and establishing user requirements Deciding what issues the specification should cover Scoping techniques: scope maps, check lists, structured brainstorming Clarifying priorities: separating needs and desires Dealing with requirements that are difficult to quantify Useful techniques: cost benefit analysis, QFD, Pareto analysis 6 Case study 2 Teams apply the scoping techniques to develop the outline contents for a specification Feedback and discussion DAY TWO 7 Step 2: Organising the specification content (cont) Deciding what goes where; typical contents and layout for a specification The three main segments: introductory, key and supporting Creating and using model forms: the sections and sub-sections Detailed contents of each sub-section Tools and techniques for outlining and structuring specifications 8 Case study 3 Teams develop the detailed specification contents using a model form Feedback and discussion 9 Step 3: Writing the specification The challenges of written communication Identifying and understanding the readers needs Choosing and using the right words; dealing with jargon Problem words; will, shall, must, etc; building a glossary Using sentence structure and punctuation to best effect Understanding the impact of style, format and appearance Avoiding common causes of ambiguity Being concise and ensuring clarity Choosing and using graphics to best effect Exercises and examples 10 Step 4: Editing the specification Why editing is difficult; how to develop a personal editing strategy Key areas to review: structure, content, accuracy, clarity, style and grammar Editing tools and techniques 11 Step 5: Releasing and controlling the specification Key requirements for document issue and control Final formatting and publication issues; document approval Requirements management: managing revisions and changes 12 Course review and action planning What actions should be implemented to improve specifications? Conclusion
This is not a single course but a set of menu options from which you can 'pick and mix' to create a draft programme yourself, as a discussion document which we can then fine-tune with you. For a day's training course, simply consider your objectives, select six hours' worth of modules and let us do the fine-tuning so that you get the best possible training result. Consider your objectives carefully for maximum benefit from the course. Is the training for new or experienced credit control staff? Are there specific issues to be addressed within your particular sector (eg, housing, education, utilities, etc)? Do your staff need to know more about the legal issues? Or would a practical demonstration of effective telephone tactics be more useful to them? Menu Rather than a generic course outline, the expert trainer has prepared a training 'menu' from which you can select those topics of most relevance to your organisation. We can then work with you to tailor a programme that will meet your specific objectives. Advanced credit control skills for supervisors - 1â2 day Basic legal overview: do's and don'ts of debt recovery - 2 hours Body language in the credit and debt sphere - 1â2 day County Court suing and enforcement - 1â2 day Credit checking and assessment - 1 hour Customer visits and 'face to face' debt recovery skills - 1â2 day Data Protection Act explained - 1â2 day Dealing with 'Caring Agencies' and third parties - 1 hour Debt counselling skills - 2 hours Elementary credit control skills for new staff - 1â2 day Granting credit and collecting debt in Europe - 1â2 day Identifying debtors by 'type' to handle them accurately - 1 hour Insolvency: Understanding bankruptcy / receivership / administration / winding-up / liquidation / CVAs and IVAs - 2 hours Late Payment of Commercial Debts Interest Act explained - 2 hours Liaison with sales and other departments for maximum credit effectiveness - 1 hour Suing in Scottish Courts (Small Claims and Summary Cause) - 1â2 day Telephone techniques for successful debt collection - 11â2 hours Terms and conditions of business with regard to credit and debt - 2 hours Tracing 'gone away' debtors (both corporate and individual) - 11â2 hours What to do if you/your organisation are sued - 1â2 day Other topics you might wish to consider could include: Assessment of new customers as debtor risks Attachment of Earnings Orders Bailiffs and how to make them work for you Benefit overpayments and how to recover them Cash flow problems (business) Charging Orders over property/assets Credit policy: how to write one Council and Local Authority debt recovery Consumer Credit Act debt issues Using debt collection agencies Director's or personal guarantees Domestic debt collection by telephone Exports (world-wide) and payment for Emergency debt recovery measures Education Sector debt recovery Forms used in credit control Factoring of sales invoices Finance Sector debt recovery needs Third Party Debt Orders (Enforcement) Government departments (collection from) Harassment (what it is - and what it is not) Health sector debt recovery skills Hardship (members of the public) Insolvency and the Insolvency Act In-house collection agency (how to set up) Instalments: getting offers which are kept Judgment (explanation of types) Keeping customers while collecting the debt Late payment penalties and sanctions Letter writing for debt recovery Major companies as debtors Members of the public as debtors Monitoring of major debtors and risks Negotiation skills for debt recovery Old debts and how to collect them Out of hours telephone calls and visits Office of Fair Trading and collections Oral Examination (Enforcement) Pro-active telephone collection Parents of young debtors Partnerships as debtors Positive language in debt recovery Pre-litigation checking skills Power listening skills Questions to solicit information Retention of title and 'Romalpa' clauses Sale of Goods Act explained Salesmen and debt recovery Sheriffs to enforce your judgment Students as debtors Statutory demands for payment Small companies (collection from) Sundry debts (collection of) Terms and Conditions of Contract Tracing 'gone away' debtors The telephone bureau and credit control Taking away reasons not to pay Train the trainer skills Utility collection needs Visits for collection and recovery Warrant of execution (enforcement)
This five-day programme empowers participants with the skills and knowledge to understand and effectively apply best practice commercial and contracting principles and techniques, ensuring better contractor performance and greater value add. This is an assessed programme, leading to the International Association for Contracts & Commercial Management (IACCM)'s coveted Contract and Commercial Management Practitioner (CCMP) qualification. By the end of this comprehensive programme the participants will be able to: Develop robust contracting plans, including scopes of work and award strategies Undertake early market engagements to maximise competition Conduct effective contracting and commercial management activities, including ITT, RFP, negotiated outcomes Understand the legalities of contract and commercial management Negotiate effectively with key stakeholders and clients, making use of the key skills of persuading and influencing to optimise outcomes Undertake effective Supplier Relationship Management Appreciate the implications of national and organisational culture on contracting and commercial activities Appreciate professional contract management standards Set up and maintain contract and commercial management governance systems Take a proactive, collaborative, and agile approach to managing commercial contracts Develop and monitor appropriate and robust KPIs and SLAs to manage the contractor and facilitate improved contractor performance Appreciate the cross-functional nature of contract management Collaborate with clients to deliver sustainable performance and to manage and exceed client expectations Understand the roles and responsibilities of contract and commercial managers Use effective contractor selection and award methods and models (including the 10Cs model) and use these models to prepare robust propositions to clients Make effective use of lessons learned to promote improvements from less than optimal outcomes, using appropriate templates Effectively manage the process of change, claims, variations, and dispute resolution Develop and present robust propositions Make appropriate use of best practice contract and commercial management tools, techniques, and templates DAY ONE 1 Introduction Aims Objectives KPIs Learning strategies Plan for the programme 2 The contracting context Key objectives of contract management Importance and impact on the business 3 Critical success factors Essential features of professional commercial and contract management and administration The 6-step model 4 Putting the 'management' into commercial and contract management Traditional v 'new age' models The need for a commercial approach The added value generated 5 Definitions 'Commercial management' 'Contract management' 'Contracting' ... and why have formal contracts? 6 Stakeholders Stakeholder mapping and analysis The 'shared vision' concept Engaging with key functions, eg, HSE, finance, operations 7 Roles and responsibilities Contract administrators Stakeholders 8 Strategy and planning Developing effective contracting plans and strategies DAY TWO 1 Contract control Tools and techniques, including CPA and Gantt charts A project management approach Developing effective contract programmes 2 The contracting context Key objectives of contract management Importance and impact on the business 3 Tendering Overview of the contracting cycle Requirement to tender Methods Rationale Exceptions Steps Gateways Controls One and two package bids 4 Tender assessment and contract award I - framework Tender board procedures Role of the tender board (including minor and major tender boards) Membership Administration Developing robust contract award strategies and presentations DAY THREE 1 Tender assessment and contract award II - processes Pre-qualification processes CRS Vendor registration rules and processes Creating bidder lists Disqualification criteria Short-listing Using the 10Cs model Contract award and contract execution processes 2 Minor works orders Process Need for competition Role and purpose Controls Risks 3 Contract strategy Types of contract Call-offs Framework agreements Price agreements Supply agreements 4 Contract terms I: Pricing structures Lump sum Unit price Cost plus Time and materials Alternative methods Target cost Gain share contracts Advance payments Price escalation clauses 5 Contract terms II: Other financial clauses Insurance Currencies Parent body guarantees Tender bonds Performance bonds Retentions Sub-contracting Termination Invoicing 6 Contract terms III: Risk and reward Incentive contracts Management and mitigation of contractual risk DAY FOUR 1 Contract terms IV: Jurisdiction and related matters Applicable laws and regulations Registration Commercial registry Commercial agencies 2 Managing the client-contractor relationship Types of relationship Driving forces Link between type of contract and style of relationships Motivation - use of incentives and remedies 3 Disputes Types of dispute Conflict resolution strategies Negotiation Mediation Arbitration DAY FIVE 1 Performance measurement KPIs Benchmarking Cost controls Validity of savings Balanced scorecards Using the KPI template 2 Personal qualities of the contract manager Negotiation Communication Persuasion and influencing Working in a matrix environment 3 Contract terms V: Drafting skills Drafting special terms 4 Variations Contract and works variation orders Causes of variations Risk management Controls Prevention Negotiation with contractors 5 Claims Claims management processes Controls Risk mitigation Schedules of rates 6 Close-out Contract close-out and acceptance / completion HSE Final payments Performance evaluation Capturing the learning 7 Close Review Final assessment Next steps
Some 60% of injuries at work are caused by lifting heavy objects. This powerful, practical programme is designed to help stop any of your staff from becoming the next statistic. 1 Introduction and objectives 2 Overview of Health and Safety Legislation and HSE Injury Statistics Health and Safety at Work Act 1974 Management of Health and Safety at Work Regulations (MHSWR) 1992 MHSWR 1999 specific duties to risk assess Manual Handling Operations Regulations (MHOR) 1992 Breakdown of injury statistics and costs of poor manual handling 3 The musculoskeletal system explained Prevention and ill-health Ergonomics RSI The spine in detail 4 Risk assessment General principles The TILE method Employees' duties Workplace scenarios
This very practical session is designed to enable participants to improve the impact, clarity and accuracy of their reports. It focuses equally on the two key areas - structure and writing technique. This course will help participants: Scope reports based on objective and intended readership Write a structured report Use the Fog Index to ensure readability Write grammatically correct and well-punctuated text Review and edit their work. 1 Introduction Objectives and overview Introductions and personal aims 2 What makes a good report? Practical activity and feedback 3 Before you start The planning process and scoping a report Organising information Key report headings What goes where? Writing practice and review 4 Writing tips and techniques Clear English and use of language Grammar and sentence structure Refresher in punctuation Writing in the third person The Fog Index - and how to measure readability 5 Pulling it all together Reviewing and proofing 6 Review Summary of key learning points Action planning
The aim of this course is to provide an overview of Agile approaches to product development. It explains what Agile is and when and why to use it. The scope of the programme includes: The course emphasises the collaborative nature of Agile and the flexibility it offers to customers. The principal training objectives for this programme are to help participants understand: Why and when to use Agile How to use Agile The roles involved in Agile development The cultural factors to take into account How to manage Agile developments 1 Introduction (Course sponsor and trainer) Why this programme has been developed Review of participants' needs and objectives 2 Background to Agile Issues with traditional approaches to product development How Agile helps Roots of Agile Agile lifecycles Product v project 3 How Agile works The Agile Manifesto Agile principles Process control: defined v empirical Different Agile methods The Scrum framework DSDM Atern 4 Managing Agile When to use Agile Managing Agile projects Team organisation 5 Agile techniques Daily stand-ups User stories Estimating MoSCoW prioritisation 6 Course review and action planning (Course sponsor present) Are there opportunities to use Agile? What actions should be implemented to adopt Agile? Conclusion
Reliability Centred Maintenance (RCM) is commonly used to help establish safe minimum levels of maintenance, determine changes to operating procedures and help establish maintenance regimes and plans. Successful implementation can result in cost savings, machine uptime and improved risk management. But the devil's in the detail - how can you achieve these benefits and successfully implement RCM in your organisation? This programme will help you do just that. Note: this is a purely indicative outline. The content, duration, objectives and material used can all be adapted to match your specific requirements. To provide a better understanding of RCM, particularly: What, why, how and who? Opportunities and benefits Risks Cost effectiveness Note: this is a purely indicative outline. The content, duration, objectives and material used can all be adapted to match your specific requirements. 1 What is maintenance? Why maintain? Traditional maintenance methods Common current practices and trends 2 What is Reliability Centred Maintenance? Its history Its development Current usage Where can it be cost-effective? 3 How does it work? Basic features Key criteria Maintenance options Key outcomes 4 Making the business case and preparing the strategy Identifying and quantifying current risks Identifying and quantifying current costs Motivating decision-makers Identifying and empowering those who have to deliver the results Educating / gaining buy-in from interested parties 5 Implementation Identify business functions Prioritise functions Verify correct usage Identify failure modes Identify the consequences of failure Understand the failure process Specify the appropriate maintenance action(s) 6 Ongoing requirements Monitoring Recording Analysis Continuous re-evaluation 7 Open discussion Sharing experience and addressing specific issues of interest to participants Course review Close
This very practical workshop is designed to enable participants to improve the impact, clarity and accuracy of their business documents - both internal and external.: This workshop will help participants: Identify the purpose of writing their documents - to themselves and to their readers Recognise and meet the needs of their readers Plan documents systematically and improve the layout, flow and structure Express the content more clearly, concisely and correctly Adapt the tone and style of writing to the circumstances Proof-read and edit work effectively, using formal marks and techniques Improve visual layout, format and appearance 1 Course objectives Welcome and Introductions The problems now - group discussion 2 Writing better business documents What points to highlight / exclude Starting off Introductions Conclusions Executive summaries 3 Rules and standards George Orwell's famous maxim Why write? - clarifying your aims and objectives A seven-step method for better preparation The three-stage process for writing well Grouping information for your reader 4 Proof-reading and editing The difference between proof-reading and editing Proof-reading methods and strategies Proof-reading marks and techniques Training your eye for detail Knowing what to look for 5 Effective editing Grammar and English standards Words - usage and spelling Sentences - units of thought Paragraphs - themes Punctuation - spotting and correcting common errors Say what you mean - active v passive language 6 How's your English? Grammar quizzes and punctuation test Spotting spelling errors Rephrasing jargons and clicheÌs Common error's and mistakes 7 Document layout House style Use of white space Fonts and effects 8 One-to-one workshops These are practical sessions with one-to-one consultation with colleagues and the trainer They are held at key points to consolidate the learning from different sessions 9 Course summary Summary of key points Action plans
This training day will help managers explore what they need to do to create a motivating environment at work and learn some theory, tools and ideas to inspire motivation at individual and team level. Motivation is a key factor in effective people management and successful team performance. It involves engaging and inspiring your people and developing them in such ways as to improve their effectiveness and thus have a greater benefit to customers. It can also involve having tough conversations with those who do not seem to be motivated. By the end of the workshop participants will be able to: Identify key motivating factors at work and learn and create ideas to better engage staff Learn a conversation tool to use for challenging discussions Explain their role in motivating staff and understand a range of techniques and approaches to use in the workplace Review learning and have an action plan to take back and implement at work 1 Welcome, housekeeping, objectives Breaking the ice Setting personal objectives 2 Group work: identifying personal motivators and where they come from 3 Defining motivation The characteristics of a motivated team Input and group discussion 4 Factors impacting on motivation at work Using pre-work to identify challenges, hotspots and obstacles Feedback in plenary Exploring the benefits of motivation that address current challenges and agreeing outcomes for change 5 Commitment vs. compliance - organisational engagement and the manager's approach to buy in 6 Team challenge task using a theory about motivation Trainer input and review in plenary 7 Group task - complete a plan for individuals identified in pre-workshop task 8 Skill / will - a motivation tool: trainer input, followed by tasks that are assessed and discussed in peer groups 1-2-1 feedback task on approaches and plans to be taken back and used at work Feedback and plenary review 9 DEAL - a conversation tool: how to construct a conversation plan about motivation with an individual Peer professional 1-2-1s to practice the discussion planned and gain feedback 10 Review, evaluation and action planning
M&O of engineering plant and services is becoming more important to the success of the core business. To select the right M&O technique for specific plant and equipment it is necessary to know what options are available, what they deliver and how they should be implemented. This course will help you consider options and techniques that provide best value based on that thorough understanding of the business need. M&O will increasingly be required to demonstrate it is delivering the optimum of cost and value and the main purpose of the course is to show how this can be achieved. Note: this is a purely indicative list of topics that can be covered. The content, duration, objectives and material used would all be adapted to match your specific requirements. This course will help you: Determine what the business needs from the M&O service Determine the cost and value of the various M&O options Prepare and present the business case for the selected M&O strategy Introduce meaningful KPIs based on performance-based service by the M&O provider Undertake a review of current M&O and make recommendations for improvement Introduce energy and carbon management performance criteria in M&O Better deal with project risk and uncertainties Motivate others to deliver a reliable and cost effective M&O service Note: this is a purely indicative list of topics that can be covered. The content, duration, objectives and material used would all be adapted to match your specific requirements. 1 What is maintenance and what is operation? - their relative importance to the business 2 Comparison of the various maintenance options and techniques, including: Planned preventative Run to failure Condition monitoring Business focused Business critical Total productive Reliability centred maintenance 3 Forms of contracts and service, including: Comprehensive Input driven Output driven Limited replacement Performance based M&O 4 Selecting the right options and making the business case 5 Continuous commissioning as a tool for delivering best value 6 Case studies