All organisations today operate in an environment of constant and rapid change. Managing this change effectively is often achieved through a portfolio of formal projects. Many organisations today have qualified and experienced project management staff to run their projects. Some organisations today have dedicated functions, staff or processes to support their project management teams. The very largest organisations have in-house Enterprise Programme Offices, or project management specialists in corporate audit or risk functions; or organise 'Red Team Reviews' of a project by other staff with project management experience who are not participating in the reviewed project. But for many mid-size businesses and SMEs - and even some larger organisations - these resources are simply not available. For them, having access to external expertise to assure project management disciplines and to coach project managers can be a major contributor to project success. Such reviews can take place at project initiation; at major stage-gates (especially if significant capital is to be committed at the stage-gate); or at any other time if concerns arise concerning project quality, cost or timescales. And it is for those organisations that we offer the necessary expertise, on an ad hoc basis, in reviewing projects and coaching senior project management staff. A document review and workshop led by one of our consultants can help you assess whether: The strategic goals and priorities for the project are clear and being addressed Governance of the project within the business is defined and being effectively executed Project roles and responsibilities are clear and effective The credibility and robustness of the project plan can be enhanced Performance measures and reporting procedures are effective Critical risks are identified and being managed and contingencies are agreed The roles, responsibilities and capabilities of the key players in the project team are fit for purpose Budgets are realistic and costs being managed effectively Communication and change management activities are effectively planned and being executed At your discretion, you can capture the outcomes from the workshop for yourselves, in terms of identifying opportunities for improvement, or you can have our consultant write a report and make recommendations to you.
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 very practical one-day IACCM-approved programme enables participants to manage the process of commercial contracting and contract management effectively and efficiently to ensure value for money, improved service, and appropriate relationships. It covers a wide range of contract types in terms of risk and value. The programme empowers participants with the tools and techniques needed to collaborate with all key stakeholders. By the end of the programme participants will be able to: Understand the total process of managing contracts Exploit opportunities to extract even more added value Develop appropriate relationships with contractors Understand and use a range of contracting strategies and options Measure and improve contract performance Understand the impact of legislation on contract performance 1 Welcome Introductions Aims and objectives Plan for the day 2 Contract management An overview of the contracting process, mapping the 'territory' 3 Contract managers Skills Knowledge Attributes Responsibilities 4 Critical success factors Defining successful outcomes Effective stakeholder engagement Creating a shared vision of the outcomes 5 Placing contracts How to develop an effective specification and scope of work documents How to develop a robust contracting strategy Appropriate types of contract 6 Customers and stakeholders Customer and stakeholder analysis Managing expectations and the 'shared vision' concept to ensure customer co-operation, satisfaction, and delight 7 Working with suppliers Creating and developing commercial relationships Types of relationship How to manage difficult relationships Contractor motivational issues How to use incentives 8 Negotiation and related skills Introduction to key negotiation skills Persuading and influencing skills to work with stakeholders to improve outcomes for all 9 Dealing with change Claims and variations How to challenge contractor claims and requests for variations by making use of contractual terms Specifications to prevent false claims 10 Performance improvement How to measure and improve contractor performance Developing KPI systems Using contractual terms and conditions and basic legal principles 11 Contract close The importance of effective contract close processes 12 Close Review of key learning points Personal action planning
The ability to influence others is a life skill but also one that has never been so critically useful at work. This one day workshop will set you on the road to discover what you need to be able to think and do that will help you take people with you. This involves learning some new tools and strategies that fit the situation you are in and making sure you use the right skills and behaviours to influence well, whether it is a single person or a room full of cynical expectant people! This workshop will enable you to: Learn about and understand influencing styles and strategies available and formulate plans and ideas on how to use them in influencing situations Understand which skills and behaviours to use to be the most effective influencer Have greater confidence in situations where they need to influence someone Use thinking, speaking and behavioural techniques that enable influencing to be effective and positive Review and evaluate learning and have an action plan to take back and implement in the workplace 1 Welcome, introductions & getting to know you and why you are here Course objectives 2 Personal objectives Introducing a learning diary 3 Gallery exercise - using images of exemplars brought by participants Plenary discussion The skills and behaviours of an exemplar influencer 4 Group task - what does your self-evaluation say? Discussion and conclusions 5 Influencing - what is it? - why do we need it? The current organisational landscape including values and behaviours the influencer operates in 6 Pit Stop - 'pull / push', 'the lost horse' and 'talking at' 7 Direct / support / delegate / coach: the different choices and approaches to choose from 8 Updating the learning diary 9 Power and types of power - its impact on influencing ability and approach and what is within your control Group task and discussion 10 The 5 influencing styles tool Series of tasks and exercises Drilling down to a personal action plan for maximising influence 11 'The person with the most flexibility has the most influence' Skills and behaviours for effective influencing Exercises and techniques that develop skills for influencing 12 Review and evaluation Action planning
It is important for Officers to understand the roles and responsibilities, processes and procedures involved when working with Elected Members. They also need to appreciate the significance of Elected Members as the decision-makers in local government. Officers have a responsibility to work and communicate with Elected Members effectively. This very successful course is designed to help Officers with this. Note: this is very much an indicative outline. The programme is tailored to the needs of each particular organisation. To provide managers with the knowledge and understanding they need to have productive working relationships with Elected Members and provide appropriate support. By the end of the course participants will: Understand the roles, responsibilities, processes and procedures in place for working with Elected Members Be able to identify the best way to approach potentially sensitive issues Understand the skills and behaviours required for working effectively with Members Be able to deploy their influencing skills more successfully Review their learning and have an action plan to take back and implement at work Note: this is very much an indicative outline. The programme is tailored to the needs of each particular organisation. 1 Introduction Welcome and introductions Objectives and programme overview 2 Working in a political environment What is political awareness? Contact and experience with Members Importance of the role of Members 3 Why be an Elected Member? Perceptions of what Elected Members are and do Values of Members and their motivations for doing what they do 4 Political decision-making in local government Current challenges and drivers affecting the organisation / the council Roles and responsibilities of Officers and Members Centrality of Members' strategic role 5 (Option) A day in the life of an Elected Member An Elected Member gives a talk about what they do 6 Having a beneficial relationship between Officers and Members 7 Member / Officer communication Discussion of the formal processes, service procedures, etc (whether enshrined in a protocol, Memorandum of Understanding, etc) Response times and requirements Procedures required by Heads of Service [if appropriate] 8 Influencing styles and strategies Different forms of power and how they impact Developing an appropriate 'influencing style' Exploring strategies for improving communication and influencing at work 9 Review and evaluation Review and evaluation of learning Personal action plans
ChatGPT, along with other AI tools, aims not to replace the human touch in management, but to enhance it. By addressing repetitive, daily tasks, these tools free up managers to concentrate on core responsibilities like strategic decision-making, team development, and innovation. As we move further into the digital age, integrating tools such as ChatGPT isn't a luxury; it's the future of proactive leadership. In this guide, we'll delve into 10 practical ways through which AI can elevate your efficiency and refine the quality of your work. Gain familiarity with prominent AI tools in the market Efficiently compose and respond to emails Generate concise summaries of complex reports and data. Obtain quick insights, data, and research across varied topics Streamline the writing of articles, training notes, and posts Craft interview tests, form relevant questions, and design checklists for the hiring process 1 Streamlining emails An inbox can be a goldmine of information but also a significant time drain for managers. Here's how to optimise it: Drafting responses: Give the AI a brief, and watch it craft a well-structured response. Sorting and prioritising: By employing user-defined rules and keywords, ChatGPT can flag important emails, ensuring no vital communication slips through the cracks. 2 Efficient report writing Reports, especially routine ones, can be time-intensive. Here's a smarter approach: Automate content: Supply key data points to the AI, and let it weave them into an insightful report. Proofreading: Lean on ChatGPT for grammar checks and consistency, ensuring each report remains crisp and error-free. 3 Rapid research From competitor insights to market trends, research is a pivotal part of management. Data synthesis: Feed raw data to the AI and receive succinct summaries in return. Question-answering: Pose specific questions about a dataset to ChatGPT and extract swift insights without diving deep into the entire content. 4 Reinventing recruitment Hiring can be a lengthy process. Here's how to make it more efficient: Resume screening: Equip the AI to spot keywords and qualifications, ensuring that only the most fitting candidates are shortlisted. Preliminary interviews: Leverage ChatGPT for the initial rounds of interviews by framing critical questions and evaluating the responses. 5 Enhancing training Especially for extensive teams, training can be a monumental task. Here's how ChatGPT can assist: Customised content: Inform the AI of your training goals, and it will draft tailored content suitable for various roles. PowerPoint design: Create visually appealing slide presentations on any topic in minimal time.
Developing the high performing team takes time and effort. But above all, it requires an understanding of the dynamics of high performing teams. This programme helps managers and leaders understand what high performing teams do and how they do it. It focuses on enabling managers to see their teams from different perspectives, allowing them to adapt their styles to maximise team outputs. A core theme is the need for managers of teams to 'hold up the mirror' to themselves and to see themselves as a leader of people, to reflect on how others see them and to modify their style accordingly. This programme will help managers / team leaders: Analyse the constituents of a 'high performing' team Apply essential influencing techniques Use a range of communication techniques to support effective teamwork Create and articulate team vision Generate common values Assess team effectiveness and take/recommend the appropriate actions Make more efficient use of team time Understand and agree on techniques to manage conflict Define and implement team meeting protocols that will facilitate team effectiveness Use the Prime Focus model to create the environment and framework for a high performing team Draft your team strategy to take them to the next level Day 1 1 Welcome and introduction Participants are welcomed to the programme and invited to share their personal objectives and people challenges Participants are given an action plan template to complete throughout the workshop 2 Your team The concept of 'positive intention' The difference between a team and a high performing team Assess your team effectiveness What is your 'interference'? 3 The team environment Setting the scene Building rapport Active listening Team goals and role profiling 4 Your style Tuckman model of team stages - how do you manage each stage? Team standards and goals Your team vision 5 Effective team meetings Influencing in team meetings How to make them interesting and relevant The pure role of the chair Day 2 1 Effective communication techniques Giving and receiving feedback Your communication style How to adapt, pace and lead to build rapport The Mehrabian theory of communication 2 How to manage conflict What is conflict? What is your default conflict approach? Tools and tips for managing conflict Practice sessions 3 Team skills Undertake a team skills analysis Types of team member Motivating team members Reframing situations 4 Setting your strategy Seeing the bigger picture The Prime Focus Model Your strategy for success Articulating your strategy Action plans revisited
Telephone selling can be a challenge. It can be a pressured environment and sales professionals need to be able to maintain peak performance in order to meet - and preferably exceed - their targets. This programme will help make it easier for them. The expert trainer covers the whole process, to help participants see it from their customer's perspective. The focus is on how to use a practical understanding of sales psychology, and of the nature of the telephone sales conversation, to help make it easier for customers to buy. This programme will give your team the skills to: This course will help participants: Understand why people buy - and how that makes it easier to sell Manage the sales process better Steer their sales calls to a more positive outcome Recognise - and respond to - customer buying signals Meet and overcome objections Choose the most appropriate techniques for closing with confidence Enhance their resilience Improve their communication skills on the telephone 1 Introduction Aims and objectives Overview Self-appraisal of current skills and development areas 2 The sales approach What selling means Why selling is like nature 3 The telephone as an instrument of communication Qualities of the telephone How telephone communication differs from face-to-face Advantages and drawbacks of the telephone How to optimise selling over the telephone Communication techniques to help you stand out from the crowd 4 Creating a relationship Professional telephone etiquette Building a rapport Connecting with the customer so that they feel you are on the same wavelength 5 The structure of a sales call Opening the call - creating a positive first impression Effective questioning to gather information and establish need Identifying and presenting the features and benefits of the product or service Matching the benefits to customers' needs Recognising and responding to buying signals Anticipating, meeting and overcoming objections Closing the sale and asking for the order - different closing techniques The importance of testimonials - how to obtain them and when to use them 6 Listening skills The challenges of accurate listening How to enhance listening skills Ensuring the customer feels heard and understood through empathetic listening 7 Shaping and using a script Developing a script to increase levels of confidence Leaving the door open 8 Managing the campaign Organisation and call planning Identifying your target market group Planning who and when to call Logging constructive information 9 Personal management The importance of persistence Is there a time to back off? Stamina - optimising energy levels Bouncing back 10 Practising the new information Pulling the details together Practising in a supportive environment 11 Action planning Personal learning summary and action plan
If your organisation manages contractors then your staff need to understand the health and safety issues. This course is the answer. The expert trainer will set out clearly the legal responsibilities of all relevant parties and explore the practical application of these responsibilities with the course participants. The course will then examine the issues associated with the planning of work to be contracted out and the evaluation, selection, control and monitoring of contractors engaged to undertake the work. Although the main focus is on health and safety, the course will also explain how health and safety issues need to be integrated into your organisation's functional management processes to ensure effective control of contractors. The course will consider all types of contracted activities, including construction and maintenance, cleaning, security, plant installation, etc. This programme will give participants: A clear understanding of the organisation's legal responsibilities for managing contractors The information they need to assess the competence of contractors A practical understanding of risk assessment principles and the transfer of risk to contractors A step-by-step guide to the key aspects of managing contractors in practice, covering:Planning of the workSelecting contractorsHandover prior to work commencementDuring the workReviewing the work on completion Practical guidance on the integration of health and safety controls into organisational procedures for contractor management 1 Introduction Who are contractors? Why manage contractors? Different types of contractors Costs of poor contractor performance 2 Overview of health and safety law and liability Health and safety law and statutory duties Relevance of civil and criminal law Enforcement and prosecution 3 Relevant legislation for controlling contractors Health and Safety at Work Act 1974 Management of Health and Safety at Work Regulations 1999 Construction (Design and Management) Regulations 1994 (as amended, 2007) Other relevant legislation Contract law 4 Managing contractors in practice Exercise - how well is it happening? The objectives Five step approachPlanning of the workSelecting contractorsHandover prior to work commencementDuring the workReviewing the work on completion 5 Planning the work Scope and extent Risk assessment Interface and other activities Who controls what? Contract arrangements 6 Selecting the right contractor(s) Locating contractor organisations Selection the right contractors Assessing contractor competence Approved lists/frameworks Tender process 7 Pre-work commencement Co-ordination and co-operation Exchange of information Contractor risk assessments and method statements Permits to work Case study exercise 8 During contract work Communication and liaison Supervision and inspection of the work Inspection and reporting procedures Security issues Facilities and access 9 Reviewing work on completion Why, what and how? Achieving continuous improvement in contractor performance 10 Questions, discussion and review
Fraud should not happen, but it does. It can happen at the highest to lowest levels in an organisation. Recent surveys show that incidents of fraud are not decreasing. Fraud costs companies money and, perhaps even more importantly, reputational damage. The losers are not just the shareholders, suppliers, customers, etc, but society as a whole. This programme shows why frauds happen, how organisations put themselves at risk and what they can do to prevent it. This programme will help directors and others understand: The motives for committing fraud Directors' responsibilities for identifying and reporting fraud What types of frauds there are How frauds are perpetrated How they can be prevented How regulators deal with fraud Above all, the principal objective of this programme is to help make your organisation as secure as possible from the threat of fraud. 1 Motives for committing fraud - drivers of fraud Session objective: to understand why people might commit fraud Drivers of fraudulent behaviourAmbitionGreedTheftConceit? And more! 2 Accounting mechanisms that allow fraud Session objective: to review the elements of the accounting, internal control and management processes that allow creative accounting Income or liability? Asset or expense? Coding errors and misclassification Netting off and grossing up Off-balance sheet items 3 Structures that allow fraud Session objective: to consider company and trading structures that allow frauds to be perpetrated Group structures Trading structures Tax havens Importing and exporting 4 Interpretations and other non-compliance that allow fraud Session objective: to look at how creative interpretations of law and accounting practice may permit fraud The place of accounting standards Accounting policies Trading methods The place of auditing standards 5 Money laundering Session objective: to review what constitutes money laundering Types of money laundering Identifying laundering Preventing laundering 6 Preventing fraud - proper management structures Session objective: to review the place of proper corporate governance Corporate governance Company management structure Audit committees The place of internal audit 7 Preventing fraud - proper accounting Session objective: to review best accounting and auditing practice Accounting standards Internal accounting policies Adequacy of internal controls Internal audit 8 Preventing fraud - regulation Session objective: to look at how regulators aim to prevent fraud The regulatory environment Financial services regulation 9 Conclusion Course review Open forum Close 10 Course summary - developing your own cost action plan Group and individual action plans will be prepared with a view to participants identifying their cost risks areas and the techniques which can be immediately applied to improve costing and reduce costs