Harpenden

<p>'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.</p>
<p>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.</p><p>This programme will help participants:</p>
<ul>
<li>Understand 'how buyers buy' and align their selling activities accordingly</li>
<li>Recognise the difference between 'latent pain' and 'active vision' opportunities</li>
<li>Conduct effective pre-call planning and research</li>
<li>Stimulate interest and establish credibility with your prospects</li>
<li>Get prospects to share / admit high priority pain</li>
<li>Engage in consultative dialogue that promotes the differentiating strengths of your offerings</li>
<li>Gain access to 'power' people within an opportunity</li>
<li>Effectively qualify and disqualify opportunities based on objective decision criteria</li>
<li>Better control and manage sell cycles</li>
<li>Improve their chances of winning competitive opportunities</li>
<li>Shorten sales cycles and avoid 'no decision'</li>
<li>Negotiate the steps leading to a successful sale</li>
</ul><section>
                    <h3>1 An introduction to selling</h3><ul><li>Understanding the key points that encourage a customer to purchase from us</li><li>The difference between consultative selling and a transactional sale</li><li>Understanding the roles that trust and empathy play in a sale</li><li>Understanding how tricks and manipulation can sink a sale</li><li>Vital pre-meeting research that must take place before a conversation</li><li>Understanding how the customer sees us and why positioning is important</li></ul><h3>2 Structuring the sales conversation process</h3><ul><li>Defining a set process for structuring a sales call with a chance to demonstrate understanding</li><li>How the first minute of a conversation can destroy a sale</li><li>Understanding BPO objectives for a sale</li><li>How a step-by-step sales conversation process helps win more sales</li><li>Understanding the mis-match between the customers buying process</li><li>How our sales processes can lead to mistakes</li></ul><h3>3 How and why people buy</h3><ul><li>An insight into the emotional factors behind how people arrive at purchasing decisions</li><li>Using research from neuroscience that shows how sales people can really make mistakes</li><li>Understanding how people make decisions about larger purchases</li><li>Understanding the stakeholders in companies and their buying motives</li><li>How to analyse the stakeholders and determine a win-plan</li></ul><h3>4 Understanding the funnel</h3><ul><li>Studying the sales and buying process to understand the ratios of sales to prospects and better forecasting</li><li>Understanding the role of forecasting in sales analysis</li><li>Why many forecasts are nearly always wrong</li><li>Understanding the stages of a sales process</li><li>How 'verifiable outcomes' can really change forecasting</li></ul><h3>5 Questioning techniques</h3><ul><li>Understanding the different questioning techniques and when they should be used</li><li>Using the 'knowledge tree' as a framework for questioning</li><li>Understanding the use of real empathy to help customers uncover their needs</li><li>How effective research can really empower your questions</li><li>How to ask 'high gain' questions</li><li>How to ask difficult questions without feeling intrusive</li></ul><h3>6 Features and benefits</h3><ul><li>How to practically apply them in a sales scenario</li><li>How to align the benefits to customers' business goals</li><li>Really understanding the difference and how to demonstrate true economic benefits to a customer</li><li>How to discover business goals, and align value propositions to these</li><li>How to craft an effective value proposition for a customer</li><li>Using the SAR storytelling method to really engage customers to align their thinking patterns</li><li>Using the latest neuroscience research that explains what customers are really thinking</li></ul><h3>7 Overcoming objections</h3><ul><li>How 'confirmation bias' can hinder any sales conversation</li><li>How the CLARA method of responding to customer concerns can dramatically improve the chances of customers responding to us in a positive way</li><li>Practising the method to become comfortable and congruent with it</li></ul><h3>8 Closing the sale</h3><ul><li>A deep dive into what closing is</li><li>How different sales have different closes</li><li>How too many closing methods can destroy a sale</li><li>How to lead up to a close with a logical sequence of questions</li><li>Using the ACSAT trust method of closing</li><li>A clear methodology with a chance to practise the skills in a fun way</li></ul>


                </section>

The In House Training Company

Negotiation Skills

Coaching & Consulting Business

Coaching Skills

Professional Selling Skills (PSS)

Counselling Skills

Sales Management

Consultative selling (In-House)

Southampton

<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(51, 51, 51); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(51, 51, 51);">Refresh and revitalise your sales teams with a bespoke sales training programme that&rsquo;s designed to lift their skills and motivation. Our sales experts use learner-centred and coaching methodologies to provide top tips to make a difference to success rates and relationships straight away. Stripped-back sales skills with sensational results, a bespoke course may include:</span></p><ul style="color: rgb(102, 102, 102); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(102, 102, 102);"><li style="color: rgb(80, 54, 89); box-sizing: border-box;" fr-original-style=" color: rgb(80, 54, 89);">Applying the steps of any sales cycle to your market</li><li style="color: rgb(80, 54, 89); box-sizing: border-box;" fr-original-style=" color: rgb(80, 54, 89);">Communication and relationship building</li><li style="color: rgb(80, 54, 89); box-sizing: border-box;" fr-original-style=" color: rgb(80, 54, 89);">Qualifying and questioning skills</li><li style="color: rgb(80, 54, 89); box-sizing: border-box;" fr-original-style=" color: rgb(80, 54, 89);">Prospecting and pre-call planning</li><li style="color: rgb(80, 54, 89); box-sizing: border-box;" fr-original-style=" color: rgb(80, 54, 89);">Making a pitch</li><li style="color: rgb(80, 54, 89); box-sizing: border-box;" fr-original-style=" color: rgb(80, 54, 89);">Emotional intelligence in sales</li><li style="color: rgb(80, 54, 89); box-sizing: border-box;" fr-original-style=" color: rgb(80, 54, 89);">Objection handling</li><li style="color: rgb(80, 54, 89); box-sizing: border-box;" fr-original-style=" color: rgb(80, 54, 89);">Closing the deal</li></ul>

Sterling Training

Sales Manager

Sales Assistant

B2B Sales

B2C Sales

Corporate Sales

Sales Roles

Refresh and revitalise your sales teams with a bespoke sales training programme that’s designed to lift their skills and motivation. Our sales experts use learner-centred and coaching methodologies to provide top tips to make a difference to success rates and relationships straight away. Stripped-back sales skills with sensational results, a bespoke course may include:

Applying the steps of any sales cycle to your market
Communication and relationship building
Qualifying and questioning skills
Prospecting and pre-call planning
Making a pitch
Emotional intelligence in sales
Objection handling
Closing the deal

The Art of Selling

<h2>Leadership in a Day!: In-House</h2><p>As with most things in life, knowing the theory is one thing, but putting it into practice can be quite another. Much has been written about leadership and there are many theories and models out there.</p><p>This very practical one-day course will give you an overview of the theory but the main focus is on:</p><ul><li>helping you understand your own natural leadership style</li><li>practical learning to help you to become a more effective leader</li></ul><h3>Learning objectives</h3><p>You will leave the day able to:</p><ul><li>Recognise the traits and characteristics of good leaders</li><li>Appreciate the differences between leadership and management</li><li>Understand your preferred leadership style and the impact it might have on others</li><li>Practice the core elements of good leadership</li><li>Understand what style of leadership is appropriate for different situations and people</li><li>Use your coaching and delegation skills to better effect</li><li>Initiate - and implement - a personal development action plan</li></ul><p>Above all, the workshop will help you fulfil your desire and determination to inspire the people you lead to greater levels of achievement.</p><section>
                    <h3>Introduction</h3><ul><li>Objectives</li><li>Exercise: Icebreaker</li></ul><h3>What is leadership?</h3><ul><li>Exercise: &amp;'Good leader / bad leader'<ul><li>Thinking of leaders we have experienced, what made the good ones good (and the bad ones bad)?</li></ul></li><li>The elements of leadership<ul><li>Traits and characteristics</li></ul></li><li>Brief review of key writers on leadership</li></ul><h3>Leadership in practice</h3><ul><li>Exercise: &amp;'Sorting the packs'</li><li>Exercise: &amp;'House of cards'<ul><li>Being clear about what's expected</li></ul></li><li>Task / team / individual<ul><li>Are you spending enough time on the right things?</li></ul></li><li>Situational leadership<ul><li>Different styles for different situations</li><li>Supporting</li><li>Coaching</li><li>Delegating</li><li>Directing</li><li>Maturity levels</li></ul></li></ul><h3>Leadership and management</h3><ul><li>Exercise: The ball of recall</li><li>Leadership v management - what's the difference?</li><li>Managing others<ul><li>Getting the best out of people</li><li>Understanding motivation</li></ul></li><li>Leading through coaching<ul><li>Building rapport</li><li>Effective use of questions</li></ul></li></ul><h3>Leadership and delegation</h3><ul><li>Letting go<ul><li>Learning to participant effectively</li><li>Understanding the key elements of effective delegation</li></ul></li><li>Coaching and delegation skills</li><li>Exercise: Role plays</li></ul><h3>Conclusion</h3><ul><li>Summary</li><li>Personal development action planning</li><li>Key learning points to take away</li><li>What are you going to do differently?</li></ul>


                </section>

Maximum Performance

Leadership in a Day!: In-House

<h2>Leadership in a Day!</h2><p>As with most things in life, knowing the theory is one thing, but putting it into practice can be quite another. Much has been written about leadership and there are many theories and models out there.</p><p>This very practical one-day course will give you an overview of the theory but the main focus is on:</p><ul><li>helping you understand your own natural leadership style</li><li>practical learning to help you to become a more effective leader</li></ul><h3>Learning objectives</h3><p>You will leave the day able to:</p><ul><li>Recognise the traits and characteristics of good leaders</li><li>Appreciate the differences between leadership and management</li><li>Understand your preferred leadership style and the impact it might have on others</li><li>Practice the core elements of good leadership</li><li>Understand what style of leadership is appropriate for different situations and people</li><li>Use your coaching and delegation skills to better effect</li><li>Initiate - and implement - a personal development action plan</li></ul><p>Above all, the workshop will help you fulfil your desire and determination to inspire the people you lead to greater levels of achievement.</p><section>
                    <h3>Introduction</h3><ul><li>Objectives</li><li>Exercise: Icebreaker</li></ul><h3>What is leadership?</h3><ul><li>Exercise: &amp;'Good leader / bad leader'<ul><li>Thinking of leaders we have experienced, what made the good ones good (and the bad ones bad)?</li></ul></li><li>The elements of leadership<ul><li>Traits and characteristics</li></ul></li><li>Brief review of key writers on leadership</li></ul><h3>Leadership in practice</h3><ul><li>Exercise: &amp;'Sorting the packs'</li><li>Exercise: &amp;'House of cards'<ul><li>Being clear about what's expected</li></ul></li><li>Task / team / individual<ul><li>Are you spending enough time on the right things?</li></ul></li><li>Situational leadership<ul><li>Different styles for different situations</li><li>Supporting</li><li>Coaching</li><li>Delegating</li><li>Directing</li><li>Maturity levels</li></ul></li></ul><h3>Leadership and management</h3><ul><li>Exercise: The ball of recall</li><li>Leadership v management - what's the difference?</li><li>Managing others<ul><li>Getting the best out of people</li><li>Understanding motivation</li></ul></li><li>Leading through coaching<ul><li>Building rapport</li><li>Effective use of questions</li></ul></li></ul><h3>Leadership and delegation</h3><ul><li>Letting go<ul><li>Learning to participant effectively</li><li>Understanding the key elements of effective delegation</li></ul></li><li>Coaching and delegation skills</li><li>Exercise: Role plays</li></ul><h3>Conclusion</h3><ul><li>Summary</li><li>Personal development action planning</li><li>Key learning points to take away</li><li>What are you going to do differently?</li></ul>


                </section>

Leadership in a Day!

<p>This unique two-day workshop programme is focused on helping HR teams achieve new levels of peak performance. It uses a framework based on the four inter-locking strands of high-performance HR: the core skills of HR, legal requirements, best practice, and organisational policies and procedures.</p>
<p>The precise content of the programme varies, according to current levels of HR performance in your organisation and any particular issues of concern, but the object is always the same: to enhance the participants' mastery of the core skills of HR, to ensure that they have an up-to-date knowledge of employment law and to facilitate a review of organisational policies and procedures to appropriate standards of best practice. This workshop-led approach is an ideal method for identifying the steps needed to bring all members of the HR team up to the same level of peak performance.</p><ul><li>UNDERSTAND THE COMPLEXITY OF THE ROLE WITHIN HR AND IDENTIFY SPECIFIC CHALLENGES</li><li>UNDERSTAND THEIR CONTRIBUTION TO THE HR FUNCTION AND TO ORGANISATIONAL OBJECTIVES</li><li>RECOGNISE THE ESSENTIAL CORE HR SKILLS, THEIR OWN STRENGTHS AND DEVELOPMENT AREAS</li><li>DEVELOP ASSERTIVE BEHAVIOUR</li><li>RECOGNISE THE POWER TO INFLUENCE, AND PLAN AN EVEN MORE EFFECTIVE STRATEGY</li><li>MANAGE CONFLICT CONSTRUCTIVELY</li><li>EMPLOY A STRUCTURED APPROACH WHEN COACHING OTHERS</li><li>MANAGE THEMSELVES, THEIR TIME AND THEIR MEETINGS EFFECTIVELY</li><li>USE THE CORE SKILLS OF HR FLEXIBLY IN 'DIFFICULT' OR 'SENSITIVE' SITUATIONS</li><li>COMMUNICATE MORE EFFECTIVELY IN GROUP SETTINGS AND IN 1:1 SITUATIONS</li><li>UNDERSTAND THE OVERALL LEGAL FRAMEWORK OF EMPLOYMENT LAW</li><li>APPRECIATE THE IMPORTANCE OF EMPLOYMENT STATUS</li><li>AVOID AND DEFEND CASES OF UNLAWFUL DISCRIMINATION</li><li>MANAGE SHORT- AND LONG-TERM ABSENCE LAWFULLY</li><li>ENSURE THAT THE ORGANISATION IS NOT UNNECESSARILY EXPOSED TO CLAIMS FOR UNFAIR DISMISSAL</li><li>IMPLEMENT DISCIPLINARY PROCEDURES FAIRLY AND LAWFULLY</li></ul><section>
                    <h3>DAY ONE</h3><h4>1. Introduction and course objectives</h4><h4>2. The role of HR</h4><ul><li>Roles and responsibilities</li><li>Your customers. Customer satisfaction.</li><li>Challenges of the role</li><li>The contribution of the HR function to organisational objectives</li></ul><h4>3. Core skills of an effective HR advisor</h4><ul><li>Communication skills</li><li>Assertiveness</li><li>Influencing skills</li><li>Managing conflict</li><li>Coaching skills</li><li>Management of self and time</li><li>Other key skills and behaviours</li></ul><h4>4. Identifying individual strengths and weaknesses</h4><ul><li>Self-assessment diagnostic</li></ul><h4>5. Communication skills</h4><ul><li>Enhancing our impact at work through good communication</li><li>Understanding the communication process and its flaws</li><li>Checking for understanding and avoiding assumptions</li><li>How we communicate. Verbal and non-verbal communication.</li><li>The importance of communicating congruently</li><li>Exercise: effective questioning and listening skills</li><li>Enhancing your communication skills</li></ul><h4>6. Assertiveness</h4><ul><li>Recognising different types of behaviour</li><li>Understanding what assertiveness is and the benefits of behaving assertively</li><li>Barriers to acting assertively</li><li>The link between our beliefs and our behaviour. The self-fulfilling prophecy.</li><li>Challenging beliefs and acting assertively</li><li>Planning an assertive and confident approach</li><li>Responding assertively in challenging situations</li><li>Application to participants' own situations</li></ul><h4>7. Influencing skills</h4><ul><li>Understanding influence and persuasion</li><li>Identifying who influences us and how we are influenced</li><li>Identifying sources of power and how to use these effectively and appropriately</li><li>Influencing styles. Participants' preferred style.</li><li>Exercise: flexing your style</li><li>Preparation and planning your approach. A checklist.</li><li>Putting it into practice</li><li>Application to participants' own situations</li></ul><h4>8. Managing conflict</h4><ul><li>Exploring conflict and why it is inevitable</li><li>Recognising how we perceive conflict. Reframing conflict.</li><li>Types and sources of conflict at work</li><li>Five typical responses to conflict. Participants' typical responses.</li><li>How to select the best response</li><li>Strategies to resolve conflict</li><li>Exercise: A conflict tool</li><li>Application to participants' own situations</li></ul><h4>9. Coaching</h4><ul><li>Defining coaching</li><li>Recognising the benefits of a coaching approach</li><li>What coaching involves</li><li>A structured approach to coaching. GROW model.</li><li>Opportunities to coach</li></ul><h4>10. Management of self and time</h4><ul><li>Understanding how well you use your time</li><li>Identifying key priorities and planning how you use your time</li><li>Top tips on time management</li><li>Effective meetings</li></ul><h4>11. Putting it into practice</h4><ul><li>Action planning</li></ul><h3>DAY TWO</h3><h4>1. The legal framework</h4><ul><li>The UK legal system and employee rights</li><li>Employment status</li><li>The contract of employment - express and implied terms</li><li>Dismissal and redundancy</li><li>Enforcement of rights through the courts</li><li>Employment law quiz on discrimination and other topical issues</li></ul><h4>2. Working with representatives</h4><ul><li>Experience of working with union / employee representatives</li><li>Rights, roles and responsibilities</li><li>Informal and formal involvement</li><li>Challenging issues</li></ul><h4>3. Discipline</h4><ul><li>Conduct v capability</li><li>Purpose of taking disciplinary action</li><li>Statutory requirements and ACAS Code of Practice</li><li>Managing conduct issues informally</li><li>Formal stages in line with your disciplinary procedure</li><li>Assessing risk and determining appropriate action. Acting fairly and consistently. Scenarios.</li><li>Your role and responsibility</li><li>Legal implications and case law</li><li>Group exercise: Fair or unfair dismissals?</li></ul><h4>4. Grievances</h4><ul><li>Understanding what constitutes a grievance</li><li>ACAS Code of Practice</li><li>Resolving issues informally</li><li>Managing grievances formally</li><li>Your role and responsibility</li><li>Legal implications</li><li>Challenging situations</li></ul><h4>5. Absence</h4><ul><li>Impact of absence. Managing absence v individual support.</li><li>Your health capability procedure. Informal and formal stages.</li><li>Managing short-term and long-term absence</li><li>Your role and responsibility</li><li>Understanding the law in relation to disability</li><li>Stress, mental health and other challenging issues</li><li>Other legal implications and case law</li></ul><h4>6. Bullying, discrimination and harassment</h4><ul><li>Diversity, dignity at work and discrimination</li><li>Harassment, bullying and working with respect</li><li>Managing informally and taking formal action</li><li>Assessing risk and determining appropriate action. Acting fairly / consistently.</li><li>Your role and responsibility</li><li>Legal implications and case law</li></ul><h4>7. Flexible working and 'family friendly' policies (optional)</h4><ul><li>An update on 'family friendly' policies, including shared parental leave</li></ul><h4>8. And finally...</h4><ul><li>Open forum</li><li>Legislative changes on the horizon</li><li>Action planning</li></ul>


                </section>

Professional HR | A Performance Improvement Workshop

<p>This programme has a simple objective: to help a sales team create and implementa comprehensive account development plan.</p><p>If you want to earn strategic partner or preferred supplier status with your clients and customers then you need to add value to their business, consistently, and you can only do this if you have a plan - a key account management plan.</p>This programme will help participants:<ul><li>Discover opportunities - through a deeper understanding of the customer's business</li><li>Develop partnership - through a better 'value proposition' for the customer</li><li>Increase repeat business - based on higher customer satisfaction</li><li>Improve synergy - by getting everyone to 'sing from the same hymn sheet'</li><li>Develop a collaborative account plan - validated by the customer and their own management</li><li>Secure resources - management <em>will</em> align resources to execute <em>soundly based</em> account plans</li><li>Win an increased share of 'customer wallet' - through systematic account development</li></ul><section>
                    <h3>1 The six principles of strategic account development</h3><ul><li>Introduction to the PROFIT account development model:<ul><li>- Performance</li><li>- Relationships</li><li>- Objectives and goals</li><li>- Feedback</li><li>- Integration</li><li>- Teamwork</li></ul></li><li>Practical account development strategies: overview and case studies</li></ul> <h3>2 Performance</h3><ul><li>Use practical tools to help you manage and measure account performance and success</li><li>Design and build a monthly account dashboard for all sizes of account</li><li>Prioritise and manage accounts and customers pro-actively and successfully, using proven planning tools</li><li>Develop a cross-selling strategy to integrate products or solutions into the customer's business as closely as possible</li></ul> <h3>3 Relationships</h3><ul><li>How to build and manage key relationships within an account</li><li>Qualifying and managing key influencers accurately</li><li>Producing a 'relationship matrix' for each account quickly and easily</li><li>Approaching and developing new contacts strategically</li><li>Tools and techniques for successful tracking of contacts and call-backs</li><li>Developing a coach or advocate in every customer organisation pro-actively</li></ul> <h3>4 Objectives and goals</h3><ul><li>Where are you now? - how to establish your competitive position within an account</li><li>Know how to set, monitor and track key objectives for accounts over the short, medium and long term</li><li>Selling against the competition - developing both long- and short-term sales strategies</li></ul> <h3>5 Feedback - building loyal and satisfied customers</h3><ul><li>The correct way to manage customer expectations and create listening loops within an account</li><li>How to monitor and track your customer's perception and satisfaction with your organisation</li><li>Building a personalised satisfaction matrix for each account</li><li>Customer review meetings - best practice in building loyalty by regular joint planning events</li><li>Understanding the concept of long-term customer value and the importance of adapting a customer-focused attitude</li></ul> <h3>6 Integration</h3><ul><li>How to integrate your products or solutions with the customer's business needs and processes</li><li>Spot and react to early warning signals that may cause an account's loyalty to fade, reduce revenue or switch to a competitor</li><li>Developing a loyalty strategy for key accounts or groups of smaller accounts</li><li>Getting your message and strategy across to C-level contacts</li></ul> <h3>7 Teamwork</h3><ul><li>Working with others to achieve your account goals</li><li>Gaining internal commitment from your organisation</li><li>Managing and working with a virtual team</li><li>Creating cross-departmental communication loops</li></ul> <h3>8 Putting it all together</h3><ul><li>Personal account reviews</li><li>Personal learning summary and action plans</li></ul> 


                </section>

Account Manager

ACCA Strategic Business Leader (SBL)

Account Management

Business Development

Key account management (In-House)

<p>The Sales Accelerator programme is a fresh approach to improving business development productivity. It focuses on identifying and using a series of business productivity metrics in order to build a clear action plan for improving sales results - typically within 90 days. The metrics are grouped under three headings:</p><p>The basic principle is that a small improvement in each area can lead to a significant increase in sales results and productivity. And the object of the programme is to show how best to achieve that.</p><p>The programme therefore looks at each of these three areas in turn, spending a day on each.</p><p>Suitable for any and all businesses and all levels of experience and expertise, this is a remarkably practical and hands-on programme. During the workshop, participants discuss, review and apply many proven sales and marketing techniques and personal selling ideas. The goal is to generate and commit to changes and actions that can lead to a 10-30% increase in the next three to six months.</p><p>There's also a consultancy option, rather than the workshop-based programme. See below for details.</p><section>
                    <h3>Day one - Activity</h3>Key objective<p>This first module introduces the Sales Accelerator model. The goal here is to show participants how to increase their pro-active activity levels by around 10%. It covers all aspects of creating new business opportunities, from existing customers and non-customers alike, and is linked to personal activity improvement goals.</p><p>Main elements</p><ul><li>Improve the productivity, accuracy and effectiveness of your business approach by using new and unique models and techniques.</li><li>Different methods of creating and generating new business opportunities in the short, medium and long term. This includes sourcing new business, up-selling, cross-selling, warm calling and gaining referrals.</li><li>Using organised persistence to track and build new customer revenue.</li><li>Managing your sales time effectively.</li></ul><p>Key learning points</p><ul><li>Sales productivity - understand the dynamics of increasing the combination of activity levels, deal value and conversion rate of proposals/quotations to orders and implement an improvement plan.</li><li>Sales goal setting: setting business development objectives for quantity and quality - plus tips and tricks of top performers.</li><li>Maintain a peak activity level, on a consistent basis using 'organised persistence' and structured business development tracking methodology.</li><li>How to prioritise opportunities and manage your time when sourcing new business.</li><li>Identify potential new customers - and particularly the decision-makers and influencers - with greater accuracy.</li><li>Make outbound business or appointment calls with improved confidence, control and results.</li></ul> <h3>Day two - Value</h3>Key objective<p>To be able to better anticipate, identify, create, and develop business opportunities using a customer / client-focused communication-based business model and consultative skills.</p><p>Main elements</p><ul><li>How to develop sales more effectively from new and existing customers; and managing the first appointment with a new customer.</li><li>Use structured and assertive drawing-out skills to identify, develop and formalise business opportunities and to gain commitment.</li><li>How to better position your company and your products and services against your main competitors.</li><li>Create and deliver persuasive business messages based on specific need areas, criteria and value.</li></ul><p>Key learning points</p><ul><li>Advanced consultative selling - use a variety of structured and advanced questioning techniques to confidently and efficiently uncover opportunities, need areas and business criteria - confidently and efficiently.</li><li>Involve the customer/client at all times, and to a far greater degree, and keep better control of business development process.</li><li>Value message - differentiate your solutions clearly and accurately with customer/client-matched value statements.</li><li>Presenting the <em>right </em>USPs, features and benefits and making them relevant and real to the customer.</li></ul><p>Qualification and reading buying signals.</p> <h3>Day three (held around four weeks after the first module) - Conversion</h3>Key objective<p>This module looks at how to improve the final qualification, progression and conversion of opportunities in your sales pipeline. Also includes price negotiation, overcoming objections and obstacles to gaining agreement. The module begins with a learning review, sharing participants' experiences over the last four weeks in applying the new techniques and skills acquired during the first two modules. This is an opportunity to revisit particularly challenging areas as well as to share and celebrate successes.</p><p>Main elements</p><ul><li>Structuring and preparing for negotiating a deal and knowing when and how to move into the 'end-game' mode.</li><li>Anticipate and answer customer objections and questions more confidently.</li><li>Build more credibility and proof into your business process to reduce 'buyer's remorse' and speed-up decision-making.</li><li>Being more assertive and developing better instincts and strategic thinking in progressing quotations and proposals.</li></ul><p>Key learning points</p><ul><li>Smart ways to position price, emphasise value and be a strong player without being the cheapest.</li><li>Becoming more assertive in closing deals, and the importance of organised follow-up on the telephone.</li><li>Qualify pipeline opportunities with more accuracy, using a proven check-list.</li><li>Use an 'option generator' to simplify complex proposals, increase business value and close business faster.</li><li>Writing more effective sales proposal documents and quotations.</li><li>How best to draw-out, understand, isolate and answer customer objections, negotiate points and concerns.</li><li>Practical methods of asking for agreement and closing a sale</li></ul> 


                </section>

Business Development Manager

Business Accelerator

The Sales Accelerator (In-House)

<p>The market for professional services is becoming increasingly competitive, with some firms and individuals becoming very effective at winning new work, leaving others lagging way behind.</p><p>Given the choice between spending time on client work and business development work, we all tend to choose that which we feel to be easier, more attractive and more aligned with our image of ourselves. We stay within our comfort zones, we focus on client work, and we only resort to business development work when we have to, which can also lead to 'feast or famine' syndrome.</p>The programme will help participants:<ul><li>Understand the professional business development approach and the style that is appropriate for their business and their clients</li><li>Follow a process to guide their conversations and business development meetings</li><li>Prepare thoroughly for a business development meeting/contact with a client to ensure they use their time efficiently and maximise results</li><li>Create a great first impression and professional opening to a conversation</li><li>Ask open questions and listen effectively in order to spot opportunities, understand needs and progress the opportunity</li><li>Identify and understand buying and decision-making processes and criteria</li><li>Skilfully and confidently handle questions and objections</li><li>Sell the benefits of their services and approach over those of their competitors</li><li>Progress the sale by agreeing next steps and gaining commitment appropriately</li></ul><section>
                    <h3>1 Introduction</h3><ul><li>Aims and objectives of the programme</li><li>Personal introductions and objectives</li><li>Workshop overview</li></ul> <h3>2 An introduction to business development and selling for professionals</h3><ul><li>What is selling?</li><li>Who are you selling to?</li><li>The buying experience</li><li>What clients want</li><li>The four-step business development process</li><li>The business development cycle and pipeline management</li><li>Upselling and cross-selling as well as winning new clients</li></ul> <h3>3 Networking and generating leads</h3><ul><li>What is networking?</li><li>Networking objectives</li><li>It's not what you know but who you know</li><li>Asking for referrals and introductions</li><li>Making appointments from networking activity</li></ul> <h3>4 Opening the sales relationship/sales meeting</h3><ul><li>What potential customers are thinking</li><li>Judging first impressions</li><li>Creating positive first impressions</li><li>Building rapport and creating interest and impact</li><li>Earning the right</li></ul> <h3>5 Core communication skills for professional selling</h3><ul><li>Overcoming barriers to listening</li><li>The art of listening</li><li>Questioning refresher</li><li>Types of questions</li><li>Questioning funnel</li></ul> <h3>6 Understanding and identifying needs and opportunities</h3><ul><li>Identifying the questions to ask to identify needs and opportunities</li><li>Questions to move us through the buying and selling process</li><li>Understanding their buying processes</li><li>Asking questions that position you as a 'trusted adviser'</li><li>The questions that give you a competitive advantage</li><li>Knowing when you have asked enough questions</li></ul> <h3>7 Introducing solutions</h3><ul><li>Tailoring your 'pitch' to the client</li><li>Speaking the client's language</li><li>Using features and benefits</li><li>Applying the benefit cycle</li></ul> <h3>8 Handling objections and concerns</h3><ul><li>Identifying the typical objections and concerns</li><li>Understanding why clients raise objections and concerns</li><li>Following a structure for handling objections</li><li>Handling the price objection</li></ul> <h3>9 Gaining commitment</h3><ul><li>Knowing when to close</li><li>The art of checking</li><li>Recognising buying signals</li><li>Small c and big C</li></ul> <h3>10 Putting it all together</h3><ul><li>Personal learning summary and action plans</li></ul> 


                </section>

Business Case Development

Business development for professional services (In-House)

<h2>Management Essentials: In-House</h2><h3>Get the essentials firmly under your belt</h3><p>The most common reason for leaving a job is dissatisfaction with one's manager.</p><p>Being an effective, supportive and clear manager is crucial for ensuring staff retention, team motivation and happiness, and business success.</p><p>This practical workshop explores ideal manager behaviours, helping you get the most out of your team by giving clear direction, coaching, cheerleading and delegating effectively. This is an opportunity to explore management dilemmas and hone your managerial abilities - and to ensure that you're not the manager everyone wants to get away from!</p><h3>What's in it for you?</h3><ul><li>Understand the difference between management and leadership</li><li>Recognise the importance of acting as a manager rather than one of the team</li><li>Know how to manage performance effectively, on a daily basis</li><li>Know how to give effective feedback that motivates people to improve</li><li>Be able to create SMART objectives and communicate expectations clearly to your team</li><li>Understand your management style and know how to flex your approach</li><li>Know when and how to participant effectively</li><li>Boost your confidence in handling tricky management situations</li></ul><section>
                    <h3>Understanding management</h3><ul><li>When have you been really happy at work? Or really unhappy? What difference did your manager make?</li><li>Why we all need - and need to be - great managers</li><li>Benefits of great management to the individual, the manager, the organisation</li><li>6 leadership styles</li></ul><h3>Adapting your actions to meet individual needs</h3><ul><li>Stages of competence</li><li>The skill / will model</li></ul><h3>Giving direction</h3><ul><li>How to effectively give clear direction to people</li><li>The value of a clear vision to keep a team on track and create clear direction</li></ul><h3>The performance management cycle</h3><ul><li>The importance of managing performance daily</li><li>Why communicating expectations and standards upfront is essential</li></ul><h3>Giving feedback</h3><ul><li>The BIF-S (Behaviour, Impact, Future, Share) model for giving feedback</li><li>Positive feedback</li><li>Developmental feedback</li></ul><h3>Setting and communicating expectations</h3><ul><li>Why successful managers set and communicate SMART objectives</li><li>Why clearly communicating what is required of people helps avoid problems later</li></ul><h3>Supporting and coaching</h3><ul><li>The key coaching skills</li><li>When to coach - and when not to</li></ul><h3>Encouraging and cheerleading</h3><ul><li>How to encourage and cheerlead people who are competent but still cautious and lacking confidence in their ability</li><li>How to help people overcome self-doubt and feel they can do what is required</li></ul><h3>Delegating</h3><ul><li>The benefits of delegation - for both parties</li><li>4 stages of delegation</li><li>Checks and controls</li></ul>#BBD0E0Â»


                </section>

Management Essentials: In-House

<h2>Remote Management: In-House</h2><p>Managing remote workers takes more effort. This programme is an opportunity to explore what makes it so different and gives you the tools and techniques to do it more effectively.</p><p>You will identify what you need to do differently to successfully manage and create an environment of trust, confidence and regularity of dialogue for remote workers. You will discover ways to engage your team through different forms of communication, to build trust, to motivate and to set clear expectations. You will leave with practical tools and techniques that will enable you to be more confident in your role as a manager of remote workers, and at the same time make their roles more productive, positive and rewarding.</p><ul><li>Explain the essential principles underlying remote management</li><li>Explore different communication styles and how they affect successful communication</li><li>Adapt your approach to develop confidence and build trust working remotely</li><li>Identify ways of using different communication tools to engage their staff</li><li>Appreciate the importance of positivity to motivate and engage remote team members</li><li>Understand how to apply coaching methods to remote conversations</li><li>Know how to build and support remote team formation</li><li>Be able to support and develop your teams for success</li></ul><section>
                    <h3>What's so different about remote management?</h3><ul><li>Why we do it - the business case</li><li>Static v remote teams</li><li>The challenge of distance</li><li>The challenge of time</li></ul><h3>2 Creating the right environment</h3><ul><li>Manager / worker or team / worker?</li><li>The 3Cs of virtual management:<ul><li>Collaboration</li><li>Communication</li><li>Co-ordination</li></ul></li><li>Emotional, psychological and physical elements</li><li>Other practical issues</li></ul><h3>3 The trust equation</h3><ul><li>Credibility</li><li>Reliability</li><li>Intimacy</li><li>Self-orientation</li></ul><h3>4 Communication methods</h3><ul><li>Technology options<ul><li>Why</li><li>When</li><li>What</li></ul></li><li>Developing an individual communication strategy</li></ul><h3>5 Communication styles</h3><ul><li>The DISC model of communication preferences</li><li>Adapting your style to different preferences<ul><li>Dominance: get it done</li><li>Influence: get recognition</li><li>Steadiness: get harmony</li><li>Compliance: get it right</li></ul></li></ul><h3>6 Supporting people to deliver</h3><ul><li>Setting tasks and projects</li><li>Monitoring and maintaining</li><li>Motivating and inspiring</li><li>Influencing</li></ul><h3>7 Coaching and mentoring</h3><ul><li>Coaching moments</li><li>How?<ul><li>The media richness model</li><li>The GROW model</li></ul></li></ul><h3>8 Forming remote teams</h3><ul><li>The Tuckman model<ul><li>Forming</li><li>Storming</li><li>Norming</li><li>Performing</li></ul></li><li>Identifying and working with attitudes, language and behaviours of remote teams</li><li>Matching management style to different team stages</li></ul><h3>9 Delegating to remote team members</h3><ul><li>The challenges</li><li>Using the DISC model</li></ul><h3>10 Actions and next steps</h3><ul><li>Review</li><li>Personal action planning</li><li>Next steps</li></ul>


                </section>

Remote Management: In-House

<p style="color: rgb(62, 62, 62); font-size: var(--font-size); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(62, 62, 62);">Brightcore Consultancy delivers Senior Mental Health Lead training in schools and colleges which meets the Department for Education&rsquo;s quality criteria, and our course is in fact the highest rated of all the nationally DfE approved Senior Mental Health Lead training courses, scoring a perfect 5/5 in each of the 9 DfE quality assurance standards during the quality assurance process. It also has an incredible average delegate rating of 4.97 out of 5 for overall quality, with 100% of former delegates recommending the course (please see our many fantastic testimonials<strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">&nbsp;</strong><a href="https://www.brightcoreconsultancy.com/brightcore-testimonials" target="_self" style="color: inherit; user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: inherit;"><span style="color: rgb(36, 173, 120); box-sizing: border-box;" fr-original-style=" color: rgb(36, 173, 120);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">here</strong></span></a>).</p><p style="color: rgb(36, 35, 35); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(36, 35, 35);">The highly acclaimed Senior Mental Health Lead Training and Certificate is an extensive and authoritative training course that ensures schools/colleges have the most comprehensive, effective and financially viable whole-school/college approach to mental health and wellbeing in place. Since September 2021, this course has been <span style="color: rgb(36, 173, 120); box-sizing: border-box;" fr-original-style=" color: rgb(36, 173, 120);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">fully funded by the DfE for eligible schools</strong></span><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">&nbsp;</strong><span style="color: rgb(36, 173, 120); box-sizing: border-box;" fr-original-style=" color: rgb(36, 173, 120);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">and colleges</strong></span>. Schools and Colleges that are ineligible for the grant are, of course, more than welcome to enrol on the course but will need to self-fund their place.</p><p style="color: rgb(36, 35, 35); font-size: var(--font-size); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(36, 35, 35);">Working with an&nbsp;<span style="color: rgb(36, 173, 120); box-sizing: border-box;" fr-original-style=" color: rgb(36, 173, 120);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">expert trainer and a highly experienced Senior Mental Health Lead</strong></span>, who has&nbsp;<span style="color: rgb(36, 173, 120); box-sizing: border-box;" fr-original-style=" color: rgb(36, 173, 120);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">trained Senior Mental Health Leads in over 1000 schools and colleges nationwide</strong></span>, you will be introduced to the DfE&rsquo;s requirements for the role of the DSMHL, and learn proven, long-term, evidence-based strategies to create, lead and promote a dynamic, bespoke mental health and wellbeing approach for your setting.</p><ul style="color: rgb(62, 62, 62); box-sizing: border-box;" fr-original-style=" color: rgb(62, 62, 62);"><li fr-original-style="" style="box-sizing: border-box;"><p style="color: rgb(62, 62, 62); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(62, 62, 62);">Our course consists of three days of live instructor-led training as well as an additional 1-2-1 review and coaching session, and costs&nbsp;<span style="color: rgb(36, 173, 120); box-sizing: border-box;" fr-original-style=" color: rgb(36, 173, 120);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">&pound;520+VAT per delegate.</strong>&nbsp;</span>(For schools and colleges who have already completed the training with us and now wish to train further colleagues, we offer a&nbsp;<span style="color: rgb(36, 173, 120); box-sizing: border-box;" fr-original-style=" color: rgb(36, 173, 120);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">subsidised rate for additional delegates of &pound;390+VAT</strong></span>&nbsp;- please just email us if this is an offer you would like to take up.)</p></li><li fr-original-style="" style="box-sizing: border-box;"><p style="color: rgb(62, 62, 62); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(62, 62, 62);">Places are limited to a maximum of 15 delegates per course to ensure high quality, bespoke training.</p></li><li fr-original-style="" style="box-sizing: border-box;"><p style="color: rgb(62, 62, 62); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(62, 62, 62);">An overview of the course structure can be found&nbsp;<a href="https://www.brightcoreconsultancy.com/_files/ugd/5bc70a_c7b3efd99188442fa7d20449bb8fd0ec.pdf" target="_blank" style="color: inherit; user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: inherit;"><span style="color: rgb(36, 173, 120); box-sizing: border-box;" fr-original-style=" color: rgb(36, 173, 120);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">here.</strong></span></a></p></li></ul><p style="color: rgb(62, 62, 62); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(62, 62, 62);"><span style="color: rgb(36, 35, 35); box-sizing: border-box;" fr-original-style=" color: rgb(36, 35, 35);">Our Course is suitable for those who are new to the role of Senior Mental Health Lead or those who are looking to take on this role in the near future, and is designed to meet the DfE&rsquo;s</span><span style="color: rgb(36, 173, 120); box-sizing: border-box;" fr-original-style=" color: rgb(36, 173, 120);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">&nbsp;</strong><a href="https://assets.publishing.service.gov.uk/government/uploads/system/uploads/attachment_data/file/995681/Learning_outcomes_for_senior_mental_health_leads_in_schools_and_colleges.pdf" target="_blank" rel="noreferrer noopener" style="color: inherit; user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: inherit;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Learning Outcomes for Senior Mental Health Leads</strong></a></span><span style="color: rgb(36, 35, 35); box-sizing: border-box;" fr-original-style=" color: rgb(36, 35, 35);">&nbsp;by developing and supporting their knowledge and understanding of how to design, implement and sustain an effective whole school/college approach in accordance with the eight key principles as set out by Public Health England.</span></p><p style="text-align: center; font-size: var(--font-size); box-sizing: border-box;" fr-original-style="text-align: center;"><a href="https://www.brightcoreconsultancy.com/brightcore-testimonials" target="_blank" style="font-size: 14px; font-family: Helvetica, Arial, sans-serif; color: rgb(255, 255, 255); font-weight: bold; text-decoration: none; border-radius: 5px; background-color: rgb(61, 86, 224); border-width: 12px 18px; border-style: solid; border-color: rgb(61, 86, 224); display: inline-block; user-select: auto; box-sizing: border-box; cursor: pointer;" rel="noopener noreferrer" fr-original-style="font-size: 14px; font-family: Helvetica, Arial, sans-serif; color: #ffffff; font-weight: bold; text-decoration: none; border-radius: 5px; background-color: #3D56E0; border-top: 12px solid #3D56E0; border-bottom: 12px solid #3D56E0; border-right: 18px solid #3D56E0; border-left: 18px solid #3D56E0; display: inline-block;" fr-original-class="wysiwyg_bold_link_cls">View all testimonials </a></p><p style="text-align: center; font-size: var(--font-size); box-sizing: border-box;" fr-original-style="text-align: center;"><br fr-original-style="" style="box-sizing: border-box;"></p>

Brightcore Consultancy delivers Senior Mental Health Lead training in schools and colleges which meets the Department for Education’s quality criteria, and our course is in fact the highest rated of all the nationally DfE approved Senior Mental Health Lead training courses, scoring a perfect 5/5 in each of the 9 DfE quality assurance standards during the quality assurance process. It also has an incredible average delegate rating of 4.97 out of 5 for overall quality, with 100% of former delegates recommending the course (please see our many fantastic testimonials here).
The highly acclaimed Senior Mental Health Lead Training and Certificate is an extensive and authoritative training course that ensures schools/colleges have the most comprehensive, effective and financially viable whole-school/college approach to mental health and wellbeing in place. Since September 2021, this course has been fully funded by the DfE for eligible schools and colleges. Schools and Colleges that are ineligible for the grant are, of course, more than welcome to enrol on the course but will need to self-fund their place.
Working with an expert trainer and a highly experienced Senior Mental Health Lead, who has trained Senior Mental Health Leads in over 1000 schools and colleges nationwide, you will be introduced to the DfE’s requirements for the role of the DSMHL, and learn proven, long-term, evidence-based strategies to create, lead and promote a dynamic, bespoke mental health and wellbeing approach for your setting.
Our course consists of three days of live instructor-led training as well as an additional 1-2-1 review and coaching session, and costs £520+VAT per delegate. (For schools and colleges who have already completed the training with us and now wish to train further colleagues, we offer a subsidised rate for additional delegates of £390+VAT - please just email us if this is an offer you would like to take up.)
Places are limited to a maximum of 15 delegates per course to ensure high quality, bespoke training.
An overview of the course structure can be found here.
Our Course is suitable for those who are new to the role of Senior Mental Health Lead or those who are looking to take on this role in the near future, and is designed to meet the DfE’s Learning Outcomes for Senior Mental Health Leads by developing and supporting their knowledge and understanding of how to design, implement and sustain an effective whole school/college approach in accordance with the eight key principles as set out by Public Health England.
View all testimonials



Brightcore Consultancy

Mental Health

Brightcore Consultancy delivers Senior Mental Health Lead training in schools and colleges which meets the Department for Education’s quality criteria, and our course is in fact the highest rated of all the nationally DfE approved Senior Mental Health Lead training courses, scoring a perfect 5/5 in each of the 9 DfE quality assurance standards during the quality assurance process.

Designated Senior Mental Health Lead Course (Three full days plus 1-2-1 session)

General Admission

Reading

Nottingham

Dickson Training Ltd

ILM Level 5 Qualifications in Business Coaching and Mentoring

Diploma (Zoom)

Certificate (Zoom)

Diploma

Certificate

<p dir="ltr" id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Whether you are embarking on your coaching journey or boast a wealth of coaching experience, Systemic Coaching Supervision presents a vibrant resource for professional and personal growth. This unique approach employs a systemic perspective to review your interactions with teams, organisations, couples, and individuals, while also delving into the dynamics within yourself. You will take another stride toward mastering the art of working with complex systems through Systemic Coaching Supervision. Guided by one of our seasoned supervisors, this process will:</span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&nbsp;</span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">1. Heighten your self-awareness as a coach.</span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">2. Unearth strategies to enhance the depth and breadth of your coaching practice.</span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">3. Strengthen your commitment to ethical conduct and best coaching practices.</span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">4. Recharge and rejuvenate yourself for the demands of this rewarding but challenging work.</span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&nbsp;</span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Within a nurturing cohort, you will encounter the same level of collaboration and wisdom that you have grown to rely on in Organisation and Relationship Systems Coaching (ORSC&trade;). CRR Global&rsquo;s coaching supervision, rooted in systemic principles, provides invaluable support for the vital work you undertake with teams and intricate systems.</span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&nbsp;</span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Our team coaching supervision sessions fulfil the requirements for your</span><a href="https://coachingfederation.org/credentials-and-standards/team-coaching#:~:text=By%20earning%20the%20ACTC%2C%20candidates,advanced%20skills%2C%20expertise%20and%20experience." fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&nbsp;</span><span style="color: rgb(5, 99, 193); box-sizing: border-box;" fr-original-style="color:#0563c1;">Advanced Certification for Team Coaches (ACTC) accreditation via the ICF.</span></a></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&middot;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;Intimate groups</span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&middot;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;Engage in a virtual program consisting of four 75-minute sessions</span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&middot;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;Cultivate this beneficial routine for coaching professionals</span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&middot;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;Partake in systems-inspired introspection led by an experienced ORSC coaching supervisor</span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&middot;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;Further enrich your skills in team and systems coaching, elevate self-awareness, and explore ethical standards and best practices</span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&middot;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;Utilise a framework that facilitates system alignment and collective action</span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&middot;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;Eligible for five hours of ICF resource development credits</span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">&nbsp;</span></p><p dir="ltr" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">Fulfil the required five hours of group coaching supervision needed for the Advanced Certification in Team Coaching (</span><a href="https://coachingfederation.org/credentials-and-standards/team-coaching#:~:text=By%20earning%20the%20ACTC%2C%20candidates,advanced%20skills%2C%20expertise%20and%20experience." fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;"><span style="color: rgb(5, 99, 193); box-sizing: border-box;" fr-original-style="color:#0563c1;">ACTC</span></a><span style="color: rgb(0, 0, 0); box-sizing: border-box;" fr-original-style="color:#000000;">). Explore the transformative power of reflective practice in enhancing your coaching skills. Utilising CRR Global&rsquo;s Meet, Reveal, Align &amp; Act model as your guide, you will reinforce your capacity for systems thinking and unpack your experiences to evolve as a more proficient practitioner.</span></p>

Whether you are embarking on your coaching journey or boast a wealth of coaching experience, Systemic Coaching Supervision presents a vibrant resource for professional and personal growth. This unique approach employs a systemic perspective to review your interactions with teams, organisations, couples, and individuals, while also delving into the dynamics within yourself. You will take another stride toward mastering the art of working with complex systems through Systemic Coaching Supervision. Guided by one of our seasoned supervisors, this process will:
 
1. Heighten your self-awareness as a coach.
2. Unearth strategies to enhance the depth and breadth of your coaching practice.
3. Strengthen your commitment to ethical conduct and best coaching practices.
4. Recharge and rejuvenate yourself for the demands of this rewarding but challenging work.
 
Within a nurturing cohort, you will encounter the same level of collaboration and wisdom that you have grown to rely on in Organisation and Relationship Systems Coaching (ORSC™). CRR Global’s coaching supervision, rooted in systemic principles, provides invaluable support for the vital work you undertake with teams and intricate systems.
 
Our team coaching supervision sessions fulfil the requirements for yourAdvanced Certification for Team Coaches (ACTC) accreditation via the ICF.
· Intimate groups
· Engage in a virtual program consisting of four 75-minute sessions
· Cultivate this beneficial routine for coaching professionals
· Partake in systems-inspired introspection led by an experienced ORSC coaching supervisor
· Further enrich your skills in team and systems coaching, elevate self-awareness, and explore ethical standards and best practices
· Utilise a framework that facilitates system alignment and collective action
· Eligible for five hours of ICF resource development credits
 
Fulfil the required five hours of group coaching supervision needed for the Advanced Certification in Team Coaching (ACTC). Explore the transformative power of reflective practice in enhancing your coaching skills. Utilising CRR Global’s Meet, Reveal, Align & Act model as your guide, you will reinforce your capacity for systems thinking and unpack your experiences to evolve as a more proficient practitioner.

CRR UK

Team Coaching Supervision for the Systems Coach

<p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Welcome to the fascinating world of Organisation and Relationship Systems Coaching (ORSC&trade;) series, where we offer advanced training for professionals and coaches like yourself! This unique programme focuses on systems and team coaching, designed to enhance your skills and take your coaching career to new heights.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">&nbsp;</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">What makes our ORSC&trade; series truly exceptional is that it&#39;s the very first coach training programme with a dedicated focus on relationship systems that&#39;s also accredited by the International Coaching Federation (ICF)!</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">&nbsp;</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">&nbsp;</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Your ORSC Journey</strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">You&rsquo;ll start your ORSC&trade; journey by joining one of two courses: Fundamentals of ORSC&trade; (Organisation and Relationship Systems Coaching) or ORS@Work (Organisation &amp; Relationship Systems at Work).</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">&nbsp;</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Both courses are grounded in the same skill set and principles, ORS@Work focuses on workplace scenarios, whereas Fundamentals covers a broader landscape.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">&nbsp;</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Once you&rsquo;ve finished an introductory course, be it Fundamentals of ORSC or ORS@Work, you&rsquo;re eligible to continue with remaining modules in the ORSC series.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">&nbsp;</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">These modules must be taken sequentially, since each one relies on the foundation of the preceding course. We&#39;re thrilled to be a part of your coaching journey and look forward to helping you reach your coaching and leadership goals!</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">&nbsp;</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">&nbsp;</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Credentials&nbsp;</strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">The ORSC series is accredited by the International Coaching Federation. This means you can work towards obtaining an ICF Credential at the Associate Certified Coach (ACC), Professional Certified Coach (PCC), or Master Certified Coach (MCC) level.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">&nbsp;</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Upon successfully completing all five courses in our ORSC&trade; training series, starting from the Fundamentals, and progressing through Systems Integration, you&#39;ll earn a remarkable 84 Continuing Coach Education (CCE) units. For those who decide to take it a step further and achieve ORSC Certification, you&#39;ll proudly hold the ORSCC credential and an additional 96.5 CCE units.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">&nbsp;</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">ORSC Community&nbsp;</strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">By participating in the series, you&#39;ll join an engaging professional network</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">of like-minded individuals, each bringing a diverse range of skills and experiences, enriching your learning experience. You&#39;ll have the chance to practice, reflect, learn, and connect with this vibrant community. Additionally, you&#39;ll gain insights on co-facilitation from our faculty members and industry leaders.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Booking Options</strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Alongside the date for the course, you&#39;ll see optional dates for your Mentoring calls. These are additional learning opportunities we provide for free on top of your training dates. These are optional and not compulsory, but we do recommend you attend if you are able.&nbsp;</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">The Mentoring call is a 90-minute session to reconnect with your learning system and your leaders to embed everything you&#39;ve learned in the course. It&#39;s a space to share your experiences of using the tools and skills and to ask the leaders for input on any experiences you&#39;ve had whilst coaching relationships. It&#39;s a fantastic opportunity to deepen your experience of the tools and skills you&#39;ve learnt and fine-tune your practice.&nbsp;</p>

Welcome to the fascinating world of Organisation and Relationship Systems Coaching (ORSC™) series, where we offer advanced training for professionals and coaches like yourself! This unique programme focuses on systems and team coaching, designed to enhance your skills and take your coaching career to new heights.
 
What makes our ORSC™ series truly exceptional is that it's the very first coach training programme with a dedicated focus on relationship systems that's also accredited by the International Coaching Federation (ICF)!
 
 
Your ORSC Journey
You’ll start your ORSC™ journey by joining one of two courses: Fundamentals of ORSC™ (Organisation and Relationship Systems Coaching) or ORS@Work (Organisation & Relationship Systems at Work).
 
Both courses are grounded in the same skill set and principles, ORS@Work focuses on workplace scenarios, whereas Fundamentals covers a broader landscape.
 
Once you’ve finished an introductory course, be it Fundamentals of ORSC or ORS@Work, you’re eligible to continue with remaining modules in the ORSC series.
 
These modules must be taken sequentially, since each one relies on the foundation of the preceding course. We're thrilled to be a part of your coaching journey and look forward to helping you reach your coaching and leadership goals!
 
 
Credentials 
The ORSC series is accredited by the International Coaching Federation. This means you can work towards obtaining an ICF Credential at the Associate Certified Coach (ACC), Professional Certified Coach (PCC), or Master Certified Coach (MCC) level.
 
Upon successfully completing all five courses in our ORSC™ training series, starting from the Fundamentals, and progressing through Systems Integration, you'll earn a remarkable 84 Continuing Coach Education (CCE) units. For those who decide to take it a step further and achieve ORSC Certification, you'll proudly hold the ORSCC credential and an additional 96.5 CCE units.
 
ORSC Community 
By participating in the series, you'll join an engaging professional network
of like-minded individuals, each bringing a diverse range of skills and experiences, enriching your learning experience. You'll have the chance to practice, reflect, learn, and connect with this vibrant community. Additionally, you'll gain insights on co-facilitation from our faculty members and industry leaders.


Booking Options
Alongside the date for the course, you'll see optional dates for your Mentoring calls. These are additional learning opportunities we provide for free on top of your training dates. These are optional and not compulsory, but we do recommend you attend if you are able. 
The Mentoring call is a 90-minute session to reconnect with your learning system and your leaders to embed everything you've learned in the course. It's a space to share your experiences of using the tools and skills and to ask the leaders for input on any experiences you've had whilst coaching relationships. It's a fantastic opportunity to deepen your experience of the tools and skills you've learnt and fine-tune your practice. 

Business Relationship Management (BRM)

CRR UK equips professionals with the concepts, skills and tools to build conscious, intentional relationships, and to coach relationship systems of any size.

Autumn Series 2024 - Organisation & Relationship Systems Coaching Training

<p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></strong></strong></p><p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Real Estate Analyst</strong></strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">The Real Estate Analyst course has been taught non-stop to global real estate firms over the last 25 years, and is without doubt the core financial modelling training in your career portfolio. Whether you have an upcoming financial modelling test for a new job or an APC exam, the Real Estate Analyst course is the choice for you.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Create flexible real estate investment focused financial models in Excel. Case studies focus on core, core plus and value add property investments. This course shows you how to model income producing property with both annual and quarterly discounted cash flows, build rent functions, model costs and calculate returns. It also shows you how to interpret and analyse the results.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">On this course, you will&hellip;</strong></strong></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Learn how to structure an investment cash flow from first principles and how to value and appraise property investments</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Build annual and quarterly discounted cash flows</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Look in depth at modelling tenancy schedules: rent reviews, upward-only, break options, lease expiry</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Build OPEX and CAPEX into your cash flow</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Analyse risk using sensitivity tables and charts</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Employ best practice and find solutions to common modelling problems</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Who will benefit from this course?</strong></strong></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Real Estate Investors</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Surveyors</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Portfolio Analysts</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Investment Managers</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Asset Managers</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Real Estate professionals at any level with exposure to real estate financial models on a frequent basis</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Mid-level to senior Real Estate Analysts who would like to start building their own real estate models quickly, rather than relying solely on coaching from existing team members</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Junior or new Real Estate Analysts who would like to start building their own real estate models quickly, rather than relying solely on coaching from existing team members</li><li value="9" fr-original-style="" style="box-sizing: border-box;">APC candidates who would like the opportunity to consolidate their competencies by understanding how theory and variables interact within the precision context of a financial model.</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Day One</strong></strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Know how to build a property asset cash flow, analyse geared, and un-geared IRRs.</p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">Term &amp; Reversion and Layer Method Valuation (Intro to Excel)</li><li value="2" fr-original-style="" style="box-sizing: border-box;">Equivalent Yield (Solver, Scenario and Goal Seek functions)</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Single-Let Discounted Cash Flow</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Cash Flow inputs (Rents, Yields, Growth Rates, Target Returns)</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Analysis and use of date series</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Internal Rate of Return (IRR) and Net Present Value (NPV)</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Comparing Value, Price and Worth</li><li value="8" fr-original-style="" style="box-sizing: border-box;">Adding borrowing and analysing geared returns</li><li value="9" fr-original-style="" style="box-sizing: border-box;">Introducing Rent Reviews and other &lsquo;events&rsquo; into cash flows</li><li value="10" fr-original-style="" style="box-sizing: border-box;">The &lsquo;Rent Function&rsquo; concept and Logic functions (IF,OR,AND)</li><li value="11" fr-original-style="" style="box-sizing: border-box;">Sensitivity analysis</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Day Two</strong></strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Know how to build a multi-let property cash flow and apply the concepts on a hypothetical case study.</p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">The &lsquo;Rent Function&rsquo; and Multi-let cash flows</li><li value="2" fr-original-style="" style="box-sizing: border-box;">The &lsquo;date problem&rsquo; and assumptions in property asset cash flows</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Reducing the rent function, intermediate calculations and modelling theory</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Modelling lease expiries, break clauses, voids, and upward only covenants</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Incorporating time-varying rental growth rates</li><li value="6" fr-original-style="" style="box-sizing: border-box;">Analysing multi-let cash flows to see if the leases are sufficiently diversified</li><li value="7" fr-original-style="" style="box-sizing: border-box;">Further IRR analysis (XIRR, MIRR)</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Included in the Course</strong></strong></p><ul fr-original-style="" style="box-sizing: border-box;"><li value="1" fr-original-style="" style="box-sizing: border-box;">CPD Accredited Certificate &amp; LinkedIn Proficiency Badge</li><li value="2" id="isPasted" fr-original-style="" style="box-sizing: border-box;">Course Manual - In-Person Course attendees will receive a Physical Copy, Virtual Course attendees will receive a Virtual Copy and have the option to purchase a Hard Copy at an additional fee</li><li value="3" fr-original-style="" style="box-sizing: border-box;">Course Files</li><li value="4" fr-original-style="" style="box-sizing: border-box;">Online Learning Platform access - Further Learning Resources (Reading, Files and Videos)</li><li value="5" fr-original-style="" style="box-sizing: border-box;">Post Course Support - Two Months of Questions &amp; Answers, and One year of support is available for an additional fee</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">For more information about the Real Estate Analyst such as course delivery methods, pricing and dates, please contact Sam on the Bayfield Training Sales team:</p><p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">E - s.musgrave@bayfieldtraining.com</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">T - 01223 517851</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">W - <a href="https://www.bayfieldtraining.com/" target="_blank" rel="nofollow noopener noreferrer ugc" title="https://www.bayfieldtraining.com/" data-airgap-id="125" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;">www.bayfieldtraining.com</a></p>



Real Estate Analyst
The Real Estate Analyst course has been taught non-stop to global real estate firms over the last 25 years, and is without doubt the core financial modelling training in your career portfolio. Whether you have an upcoming financial modelling test for a new job or an APC exam, the Real Estate Analyst course is the choice for you.
Create flexible real estate investment focused financial models in Excel. Case studies focus on core, core plus and value add property investments. This course shows you how to model income producing property with both annual and quarterly discounted cash flows, build rent functions, model costs and calculate returns. It also shows you how to interpret and analyse the results.


On this course, you will…
Learn how to structure an investment cash flow from first principles and how to value and appraise property investments
Build annual and quarterly discounted cash flows
Look in depth at modelling tenancy schedules: rent reviews, upward-only, break options, lease expiry
Build OPEX and CAPEX into your cash flow
Analyse risk using sensitivity tables and charts
Employ best practice and find solutions to common modelling problems


Who will benefit from this course?
Real Estate Investors
Surveyors
Portfolio Analysts
Investment Managers
Asset Managers
Real Estate professionals at any level with exposure to real estate financial models on a frequent basis
Mid-level to senior Real Estate Analysts who would like to start building their own real estate models quickly, rather than relying solely on coaching from existing team members
Junior or new Real Estate Analysts who would like to start building their own real estate models quickly, rather than relying solely on coaching from existing team members
APC candidates who would like the opportunity to consolidate their competencies by understanding how theory and variables interact within the precision context of a financial model.


Day One
Know how to build a property asset cash flow, analyse geared, and un-geared IRRs.
Term & Reversion and Layer Method Valuation (Intro to Excel)
Equivalent Yield (Solver, Scenario and Goal Seek functions)
Single-Let Discounted Cash Flow
Cash Flow inputs (Rents, Yields, Growth Rates, Target Returns)
Analysis and use of date series
Internal Rate of Return (IRR) and Net Present Value (NPV)
Comparing Value, Price and Worth
Adding borrowing and analysing geared returns
Introducing Rent Reviews and other ‘events’ into cash flows
The ‘Rent Function’ concept and Logic functions (IF,OR,AND)
Sensitivity analysis


Day Two
Know how to build a multi-let property cash flow and apply the concepts on a hypothetical case study.
The ‘Rent Function’ and Multi-let cash flows
The ‘date problem’ and assumptions in property asset cash flows
Reducing the rent function, intermediate calculations and modelling theory
Modelling lease expiries, break clauses, voids, and upward only covenants
Incorporating time-varying rental growth rates
Analysing multi-let cash flows to see if the leases are sufficiently diversified
Further IRR analysis (XIRR, MIRR)


Included in the Course
CPD Accredited Certificate & LinkedIn Proficiency Badge
Course Manual - In-Person Course attendees will receive a Physical Copy, Virtual Course attendees will receive a Virtual Copy and have the option to purchase a Hard Copy at an additional fee
Course Files
Online Learning Platform access - Further Learning Resources (Reading, Files and Videos)
Post Course Support - Two Months of Questions & Answers, and One year of support is available for an additional fee


For more information about the Real Estate Analyst such as course delivery methods, pricing and dates, please contact Sam on the Bayfield Training Sales team:
E - s.musgrave@bayfieldtraining.com
T - 01223 517851
W - www.bayfieldtraining.com

Bayfield Training

Financial Modelling & Analysis

Financial Modelling

Professional Development

Property & Real Estate Photography

Continuous Professional Development (CPD)

The Real Estate Analyst course has been taught non-stop to global real estate firms over the last 25 years, and is without doubt the core financial modelling training in your career portfolio. Whether you have an upcoming financial modelling test for a new job or an APC exam, the Real Estate Analyst course is the choice for you.

Real Estate Analyst (Investment Cash Flow Modelling in Excel)

In-Person 

Virtual

<hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; user-select: none; box-sizing: border-box;"><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Course Summary:</strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">This workshop is designed for Club Welfare Officers and it is highly recommended that attendees complete UK Coaching&#39;s Safeguarding and Protecting Children Workshop first.<br fr-original-style="" style="box-sizing: border-box;">Are you new to the Welfare Officer role or has it been three years since you last attended a Time to Listen workshop?</p><hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; user-select: none; box-sizing: border-box;"><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">The 3 hour workshop covers the following and learners will be able to:</strong></p><ul fr-original-style="" style="box-sizing: border-box;">
<li fr-original-style="" style="box-sizing: border-box;">Describe how a club welfare officer works with others to create a child centered environment.</li>
<li fr-original-style="" style="box-sizing: border-box;">Explain how the club welfare officer role fits into the wider safeguarding environment.</li>
<li fr-original-style="" style="box-sizing: border-box;">Apply learning to case studies including sharing good safeguarding practice.</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></p>




Course Summary:
This workshop is designed for Club Welfare Officers and it is highly recommended that attendees complete UK Coaching's Safeguarding and Protecting Children Workshop first.
Are you new to the Welfare Officer role or has it been three years since you last attended a Time to Listen workshop?



The 3 hour workshop covers the following and learners will be able to:
Describe how a club welfare officer works with others to create a child centered environment.
Explain how the club welfare officer role fits into the wider safeguarding environment.
Apply learning to case studies including sharing good safeguarding practice.



Active Lancashire

Health & Wellbeing

Time to Listen - Welfare Officer Training



The Real Estate Investment School is a four day course, that unravels the complexity of Investment Cash Flows through Advanced Modelling, Interpretation and Theory.
With a strong emphasis on practical application, you will gain a profound understanding of the complexities involved in analysing investment cash flows and interpreting their implications for effective decision-making.
Upon completion of the course, you will have the expertise to confidently model investment cash flows to a proficient level, empowering you to make informed financial decisions and drive positive outcomes for your investments.


The Investment focused school combines three of our courses:
Real Estate Analyst
Real Estate Modelling Masterclass
Understanding Key Principles of Real Estate Financial Modelling


On this course you will…
Construct Investment Financial Models starting from foundational principles
Learn how to value an appraise property investments.
Gain a comprehensive understanding of modelling tenancy schedules, including lease structures, rental income projections, lease expiry analysis, and lease renewal
Develop proficiency in creating robust models.
Understand how the application and use structure finance products in Real Estate
Learn advanced modelling techniques to analyse underlying asset risk
Appreciate the importance of data in investment cash flow modelling.
Gain a deep comprehension of the interrelationship between the metrics used in investment cash flow modelling


Who will benefit from this School?
Real Estate professionals at any level with exposure to real estate financial models on a frequent basis
Junior or new Real Estate Analysts who would like to start building their own real estate models quickly, rather than relying solely on coaching from existing team members
Mid-level to senior Real Estate Analysts
Real Estate Managers who would like to gain an understanding of the dynamics of debt and financial return fluctuations in more detail
Property industry modellers who would like to be fully proficient in building complex financial models


Course Outline
Day One
Real Estate Analyst I
Know how to build a property asset cash flow, analyse geared, and un-geared IRRs.
Term & Reversion and Layer Method Valuation (Intro to Excel)
Equivalent Yield (Solver, Scenario and Goal Seek functions)
Single-Let Discounted Cash Flow
Cash Flow inputs (Rents, Yields, Growth Rates, Target Returns)
Analysis and use of date series
Internal Rate of Return (IRR) and Net Present Value (NPV)
Comparing Value, Price and Worth
Adding borrowing and analysing geared returns
Introducing Rent Reviews and other ‘events’ into cash flows
The ‘Rent Function’ concept and Logic functions (IF,OR,AND)
Sensitivity analysis


Day Two
Real Estate Analyst II
Know how to build a multi-let property cash flow and apply the concepts on a hypothetical case study.
The ‘Rent Function’ and Multi-let cash flows
The ‘date problem’ and assumptions in property asset cash flows
Reducing the rent function, intermediate calculations and modelling theory
Modelling lease expiries, break clauses, voids, and upward only covenants
Incorporating time-varying rental growth rates
Analysing multi-let cash flows to see if the leases are sufficiently diversified
Further IRR analysis (XIRR, MIRR)


Day Three
Real Estate Modelling Masterclass
Mezzanine debt modelling
Joint Venture structures between developers and lender/equity partners
Promote and profit share structure calculations
Advance project cash flows with mezzanine debts
Key Real Estate and investment risks, risk adjustment of exit yields
Sensitivity and Scenario Analysis
Monte Carlo Analysis


Day Four
Understanding Key Principles of Real Estate Financial Modelling
Real Estate Financial Modelling Mathematics
Time Value of Money
Net Present Value (NPV)
Internal Rare of Return (IRR)
Growth
What Discount Rate?
Certainty of a cash flow
Liquidity


Price, Value & Worth
Comparing Price, Value and Worth
Conventional Valuation Methods
Term and Reversion, Layer Method
Property Yields and Capitalisation Method
Exit calculations across Europe


Discounting Cash Flow Models
Investment Appraisal Models
Cash flow inputs: Rents, Yields, Growth Rates, Target Returns
Cash-on-Cash and Equity Multiple
Discount Rates & Exit Cap Rate
Operating Assumptions
Adding borrowing and analysing geared returns


Model Interpretation and Analysis
Sensitivity analysis and scenario analysis
Growth and inflation
Performance measures
Contemporary issues for analysis (such as the rise in interest rates


Included in the Course
CPD Accredited Certificate & LinkedIn Proficiency Badge
Course Manual - In-Person Course attendees will receive a Physical Copy, Virtual Course attendees will receive a Virtual Copy and have the option to purchase a Hard Copy at an additional fee
Course Files
Online Learning Platform access - Further Learning Resources (Reading, Files and Videos)
Post Course Support - Two Months of Questions & Answers, and One year of support is available for an additional fee


For more information about the Real Estate Investment School such as course delivery methods, pricing and dates, please contact Sam on the Bayfield Training Sales team:
E - s.musgrave@bayfieldtraining.com
T - 01223 517851
W - www.bayfieldtraining.com

Property Investment

Financial Analysis

Microsoft Excel

The Real Estate Investment School is a four day course, that unravels the complexity of Investment Cash Flows through Advanced Modelling, Interpretation and Theory.

Real Estate Investment School (Investment Cash Flow Modelling)

Tom Reynolds

Product Management

Agile

Agile PM

Productivity

Kanban

Agile Coach

Attend our world class Kanban University accredited Certified Kanban System Design training course and learn to implement Kanban in your company

Certified Kanban System Design – KMP I - 24-26 September

Standard

Early Bird

<p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">In this course, you&rsquo;ll gain a basic understanding of finance and accounting concepts to drive the success of your business.</strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">This course aims to demystify the accounting language over three hours so that you are in control of the financial performance of your business, helping you forecast for the future, evaluate your current efforts, and establish strategies to meet your goals.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Date</strong>: Wednesday 25th September 2024</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Time</strong>: 9:30am - 12:30pm</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Location</strong>: Online</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">For</strong>: Businesses based in North Essex (Braintree, Chelmsford, Colchester, Maldon, and Tendring)</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Cost</strong>: Free</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">More about the course</strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Even if you plan to hire an accountant, you still need to understand accounting information to make better, more informed decisions about your business. This webinar will give you the tools necessary to have a better understanding of what the professionals are saying down the line, so you can run your business better.</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">What it covers</strong>:</p><p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;">Part 1</em></p><ul fr-original-style="" style="box-sizing: border-box;"><li id="isPasted" fr-original-style="" style="box-sizing: border-box;">Historical business finance measurement</li><li fr-original-style="" style="box-sizing: border-box;">The main performance measure - Profit &amp; Loss</li><li fr-original-style="" style="box-sizing: border-box;">The main valuation measure - Balance Sheet</li><li fr-original-style="" style="box-sizing: border-box;"> The importance of cash management and working capital</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;">Part 2</em></p><ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">How to apply this knowledge to business planning and targeting</li><li fr-original-style="" style="box-sizing: border-box;">Using the above measurement tools to help plan and forecast business performance, particularly Profit &amp; Loss and Cashflow and the key differences between them</li><li fr-original-style="" style="box-sizing: border-box;">Break even</li><li fr-original-style="" style="box-sizing: border-box;">Pricing methods</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Who it is for</strong>:</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">The course is aimed at a whole range of businesses from start-up founders to local business owners to corporates, and is geared to anyone without a finance or accounting background. Your business must be based in or shortly relocating to North Essex (either Braintree, Chelmsford, Colchester, Maldon, or Tendring).</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Who should attend</strong>:</p><ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Entrepreneurs</li><li fr-original-style="" style="box-sizing: border-box;">Micro business owners</li><li fr-original-style="" style="box-sizing: border-box;">Small business owners</li><li fr-original-style="" style="box-sizing: border-box;">Middle managers</li><li fr-original-style="" style="box-sizing: border-box;">Consultants</li><li fr-original-style="" style="box-sizing: border-box;">Coaches</li><li fr-original-style="" style="box-sizing: border-box;">E-commerce businesses</li><li fr-original-style="" style="box-sizing: border-box;">Digital marketers</li><li fr-original-style="" style="box-sizing: border-box;">Service based business owners</li></ul><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Skills gained</strong>:</p><ul fr-original-style="" style="box-sizing: border-box;"><li fr-original-style="" style="box-sizing: border-box;">Understand basic financial documents used in business</li><li fr-original-style="" style="box-sizing: border-box;">Interpret the information in these documents, and use it to manage day-to-day business activity</li><li fr-original-style="" style="box-sizing: border-box;">Be more effective in their role</li></ul><p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">About the host</strong>:</p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><u fr-original-style="" style="box-sizing: border-box;">Jim Fletcher ACMA GCMA</u></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;">Jim is a business manager with Let&#39;s Do Business Group and a dedicated business coach with 40 years&rsquo; commercial leadership experience. Drawing on his long career in the manufacturing and engineering sector, Jim provides tailored coaching, consultancy, non-executive directorship and project management services, across a full range of management, finance, sales &amp; marketing and operations functions.</p><hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; user-select: none; box-sizing: border-box;"><p id="isPasted" fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">This programme is delivered by the North Essex Economic Board (NEEB) in partnership with Let&#39;s Do Business Group.</strong></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Let&#39;s Do Business Group is undertaking this project jointly with the&nbsp;</strong></em><a href="https://neeb.org.uk/" target="_blank" rel="nofollow noopener noreferrer ugc" title="https://neeb.org.uk/" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;"><em fr-original-style="" style="box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">North Essex Economic Board (NEEB)</strong></em></a><em fr-original-style="" style="box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">. The Board is a partnership of local authorities in the area: Braintree, Maldon, and Tendring district councils, Colchester Borough Council, Chelmsford City Council and Essex County Council.</strong></em></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">This project is funded by the UK Government through the UK Shared Prosperity Fund.</strong></em></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><em fr-original-style="" style="box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">The UK Shared Prosperity Fund is a central pillar of the UK government&#39;s Levelling Up agenda and provides &pound;2.6 billion of funding for local investment by March 2025. The Fund aims to improve pride in place and increase life chances across the UK investing in communities and place, supporting local business, and people and skills. For more information, visit&nbsp;</strong></em><a href="https://www.gov.uk/government/publications/uk-shared-prosperity-fund-prospectus" target="_blank" rel="nofollow noopener noreferrer ugc" title="https://www.gov.uk/government/publications/uk-shared-prosperity-fund-prospectus" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;"><em fr-original-style="" style="box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">https://www.gov.uk/government/publications/uk-shared-prosperity-fund-prospectus</strong></em></a></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Please click here to see our&nbsp;</strong><a href="https://backingessexbusiness.co.uk/privacy-policy" target="_blank" rel="nofollow noopener noreferrer ugc" title="https://backingessexbusiness.co.uk/privacy-policy" fr-original-style="" style="user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Privacy Policy</strong></a><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">. Please note that your details may be shared with the North Essex Economic Board who are funding this project.</strong></p>

In this course, you’ll gain a basic understanding of finance and accounting concepts to drive the success of your business.
This course aims to demystify the accounting language over three hours so that you are in control of the financial performance of your business, helping you forecast for the future, evaluate your current efforts, and establish strategies to meet your goals.
Date: Wednesday 25th September 2024
Time: 9:30am - 12:30pm
Location: Online
For: Businesses based in North Essex (Braintree, Chelmsford, Colchester, Maldon, and Tendring)
Cost: Free
More about the course
Even if you plan to hire an accountant, you still need to understand accounting information to make better, more informed decisions about your business. This webinar will give you the tools necessary to have a better understanding of what the professionals are saying down the line, so you can run your business better.
What it covers:
Part 1
Historical business finance measurement
The main performance measure - Profit & Loss
The main valuation measure - Balance Sheet
The importance of cash management and working capital
Part 2
How to apply this knowledge to business planning and targeting
Using the above measurement tools to help plan and forecast business performance, particularly Profit & Loss and Cashflow and the key differences between them
Break even
Pricing methods
Who it is for:
The course is aimed at a whole range of businesses from start-up founders to local business owners to corporates, and is geared to anyone without a finance or accounting background. Your business must be based in or shortly relocating to North Essex (either Braintree, Chelmsford, Colchester, Maldon, or Tendring).
Who should attend:
Entrepreneurs
Micro business owners
Small business owners
Middle managers
Consultants
Coaches
E-commerce businesses
Digital marketers
Service based business owners
Skills gained:
Understand basic financial documents used in business
Interpret the information in these documents, and use it to manage day-to-day business activity
Be more effective in their role
About the host:
Jim Fletcher ACMA GCMA
Jim is a business manager with Let's Do Business Group and a dedicated business coach with 40 years’ commercial leadership experience. Drawing on his long career in the manufacturing and engineering sector, Jim provides tailored coaching, consultancy, non-executive directorship and project management services, across a full range of management, finance, sales & marketing and operations functions.



This programme is delivered by the North Essex Economic Board (NEEB) in partnership with Let's Do Business Group.
Let's Do Business Group is undertaking this project jointly with the North Essex Economic Board (NEEB). The Board is a partnership of local authorities in the area: Braintree, Maldon, and Tendring district councils, Colchester Borough Council, Chelmsford City Council and Essex County Council.
This project is funded by the UK Government through the UK Shared Prosperity Fund.
The UK Shared Prosperity Fund is a central pillar of the UK government's Levelling Up agenda and provides £2.6 billion of funding for local investment by March 2025. The Fund aims to improve pride in place and increase life chances across the UK investing in communities and place, supporting local business, and people and skills. For more information, visit https://www.gov.uk/government/publications/uk-shared-prosperity-fund-prospectus
Please click here to see our Privacy Policy. Please note that your details may be shared with the North Essex Economic Board who are funding this project.

Let’s Do Business Group

This course aims to demystify the accounting language so that you are in control of the financial performance of your business, helping you forecast for the future, evaluate your current efforts, and establish strategies to meet your goals.

Finance for Non-Financial Entrepreneurs - North Essex

Birmingham

Telford

<div style="color: rgb(33, 33, 33); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(33, 33, 33);"><section fr-original-style="" style="box-sizing: border-box;"><p style="color: rgb(33, 33, 33); font-size: var(--font-size); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(33, 33, 33);"><span style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">Coaching is an art, and getting it right is crucial for future coaching events, the expectations of others who may require coaching (word travels fast), and the smooth operation of the business.</span></p><p style="color: rgb(33, 33, 33); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(33, 33, 33);"><span style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">This workshop takes subject matter experts and helps them understand the art of interactive coaching. It begins with identifying what people want from a coach and the coaching experience. It then moves into our Coaching Structure and examines each element, ensuring the reason for each is discussed and clearly understood.</span></p><p style="color: rgb(33, 33, 33); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(33, 33, 33);"><span style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">We look closely at why the environment can be critical, even when coaching in their workplace. And we prove the need for Emotionally Intelligent thinking and actions.</span></p><p style="color: rgb(33, 33, 33); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(33, 33, 33);"><span style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">We delve into the practical aspect of reverse engineering the desired outcome. Participants will learn how to create what we refer to as Snap Objectives, a technique that establishes the coaching objective before the session begins, even in ad hoc or unexpected sessions.</span></p><p style="color: rgb(33, 33, 33); font-size: var(--font-size); box-sizing: border-box;" fr-original-style=" color: rgb(33, 33, 33);"><span style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">By the end of this workshop, your coach will be equipped with the necessary knowledge, skills, and confidence to conduct effective coaching sessions. They will also be able to design coaching plans that adhere to a consistent approach, ensuring all coaching sessions are impactful.</span></p></section></div><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><a name="Events" style="color: rgb(21, 101, 192); -webkit-user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(21, 101, 192);"></a></p><div style="color: rgb(33, 33, 33); box-sizing: border-box;" fr-original-style=" color: rgb(33, 33, 33);"><section fr-original-style="" style="box-sizing: border-box;"><br fr-original-style="" style="box-sizing: border-box;"></section></div><hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; -webkit-user-select: none; box-sizing: border-box;"><div style="color: rgb(33, 33, 33); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(33, 33, 33);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">LENGTH</strong></div><div style="color: rgb(33, 33, 33); box-sizing: border-box;" fr-original-style=" color: rgb(33, 33, 33);">2 - 3 Days</div><div style="color: rgb(33, 33, 33); box-sizing: border-box;" fr-original-style=" color: rgb(33, 33, 33);"><br fr-original-style="" style="box-sizing: border-box;"></div><div style="color: rgb(33, 33, 33); box-sizing: border-box;" fr-original-style=" color: rgb(33, 33, 33);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">NEXT COURSE START</strong></div><div style="color: rgb(33, 33, 33); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(33, 33, 33);">Let&#39;s chat and confirm a date.</div><div style="color: rgb(33, 33, 33); box-sizing: border-box;" fr-original-style=" color: rgb(33, 33, 33);"><br fr-original-style="" style="box-sizing: border-box;"></div><div style="color: rgb(33, 33, 33); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(33, 33, 33);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">COURSE DELIVERY</strong></div><div style="color: rgb(33, 33, 33); box-sizing: border-box;" fr-original-style=" color: rgb(33, 33, 33);">The best environment for this course is face-to-face, but we can facilitate this workshop online.</div><div style="color: rgb(33, 33, 33); box-sizing: border-box;" fr-original-style=" color: rgb(33, 33, 33);"><br fr-original-style="" style="box-sizing: border-box;"></div><div style="color: rgb(33, 33, 33); box-sizing: border-box;" fr-original-style=" color: rgb(33, 33, 33);"><hr fr-original-style="" style="border-color: var(--border-muted); border-style: solid; clear: both; break-after: page; -webkit-user-select: none; box-sizing: border-box;"><div style="color: rgb(33, 33, 33); box-sizing: border-box;" fr-original-style=" color: rgb(33, 33, 33);"><div style="color: rgb(33, 33, 33); box-sizing: border-box;" fr-original-style=" color: rgb(33, 33, 33);"><div style="color: rgb(33, 33, 33); box-sizing: border-box;" fr-original-style=" color: rgb(33, 33, 33);"><div style="color: rgb(33, 33, 33); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(33, 33, 33);"><div style="color: rgb(33, 33, 33); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(33, 33, 33);"><div style="color: rgb(33, 33, 33); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(33, 33, 33);"><h2 title="Suitability - Who should attend?" style="color: rgb(33, 33, 33); box-sizing: border-box;" fr-original-style=" color: rgb(33, 33, 33);"><span style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">Suitability - Who should attend?</span></h2><section fr-original-style="" style="box-sizing: border-box;"><h3 style="color: rgb(33, 33, 33); box-sizing: border-box;" fr-original-style=" color: rgb(33, 33, 33);"><span style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">Who Should Attend and Why?</span></h3><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Who</strong>?&nbsp;</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">ANYONE involved or soon to be involved in helping people improve Skills, Knowledge and Understanding (SKU).</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);"><strong fr-original-style="" style="font-weight: 700; box-sizing: border-box;">Why</strong>?&nbsp;</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">It is not enough to have trainers who are certified or qualified in their professional skills. We must also ensure that those responsible for coaching others, even those who coach others only occasionally, are certified.</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">Think about this. If your child needed coaching at school, would it be okay for anyone to do that, or would you insist that they be certified teachers or teaching assistants?</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">Likewise, with driving, would you think it ok for someone who gives coaching sessions to someone to improve their driving skills if they were not licensed to drive themselves?</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">The skills of your coaches are inextricably linked to your employee&#39;s performance, output and error margins, so that alone means you need certified coaches.</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">Coaching will always be required in industries where updates occur, practices are updated, or legislation is changed.</span></p></section></div><span style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);"><a name="EducationText_TrainingCourseContent" style="color: rgb(21, 101, 192); -webkit-user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(21, 101, 192);"></a></span><div style="color: rgb(33, 33, 33); box-sizing: border-box;" fr-original-style=" color: rgb(33, 33, 33);"><h2 title="Training Course Content" style="color: rgb(33, 33, 33); box-sizing: border-box;" fr-original-style=" color: rgb(33, 33, 33);"><span style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">Training Course Content</span></h2><section fr-original-style="" style="box-sizing: border-box;"><ul fr-original-style="" style="box-sizing: border-box;"><li style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">The difference between Coaching and Training.</li><li style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">What is a Sat-Nav coach, and why must we avoid this at all costs?</li><li style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">We discuss why there is a need for Emotional Intelligence (EI) in a coaching session for coaching needs analysis.</li><li style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">We discuss our recommended Coaching Structure and why it is designed that way.</li><li style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">We discuss various question techniques and what each is good for or why it should be avoided.</li><li style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">We discuss the phrase &#39;two ears, one mouth&#39; in relation to great coaching and why we must be clever about listening.</li><li style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">We touch on Learning Styles to see what you think of each and how we can cater for them.</li><li style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">We delve into our SAS Feedback model and why we think feedback must be facilitated and not given.</li><li style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">We help you plan and prepare for your final session on the second day.</li><li style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">You deliver your final mini-coaching session. We record them (HD). We chat as a group.</li></ul></section></div><span style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);"><a name="EducationText_Coursedeliverydetails" style="color: rgb(21, 101, 192); -webkit-user-select: auto; font-size: var(--font-size); box-sizing: border-box; cursor: pointer; text-decoration: inherit;" fr-original-style=" color: rgb(21, 101, 192);"></a></span><div style="color: rgb(33, 33, 33); box-sizing: border-box;" fr-original-style=" color: rgb(33, 33, 33);"><h2 title="Course delivery details" style="color: rgb(33, 33, 33); box-sizing: border-box;" id="isPasted" fr-original-style=" color: rgb(33, 33, 33);">Course delivery and venue</h2><section fr-original-style="" style="box-sizing: border-box;"><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">This is a two-day course where participants facilitate a coaching session on day two. All attendees will have the opportunity to coach a fellow participant and receive an HD recording of their session.</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">When you consider the content we deliver, we are sure you will understand why we always prefer to deliver our workshops, courses and programmes face-to-face.</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">Face-to-face workshops and courses can be held at a location of your choice or, if you wish, a central UK location, such as the Macdonald Burlington Hotel in Birmingham, located directly across from the Birmingham New Street train station.</span></p><p fr-original-style="" style="color: var(--text); font-size: var(--font-size); box-sizing: border-box;"><span style="color: rgb(40, 50, 78); box-sizing: border-box;" fr-original-style="color: rgb(40, 50, 78);">We can deliver our workshops, courses and programmes online, although this will mean splitting elements into manageable learning events to suit the online environment.</span></p></section></div></div></div></div><div style="color: rgb(33, 33, 33); box-sizing: border-box;" fr-original-style=" color: rgb(33, 33, 33);"><br fr-original-style="" style="box-sizing: border-box;"></div></div></div></div>

Coaching is an art, and getting it right is crucial for future coaching events, the expectations of others who may require coaching (word travels fast), and the smooth operation of the business.
This workshop takes subject matter experts and helps them understand the art of interactive coaching. It begins with identifying what people want from a coach and the coaching experience. It then moves into our Coaching Structure and examines each element, ensuring the reason for each is discussed and clearly understood.
We look closely at why the environment can be critical, even when coaching in their workplace. And we prove the need for Emotionally Intelligent thinking and actions.
We delve into the practical aspect of reverse engineering the desired outcome. Participants will learn how to create what we refer to as Snap Objectives, a technique that establishes the coaching objective before the session begins, even in ad hoc or unexpected sessions.
By the end of this workshop, your coach will be equipped with the necessary knowledge, skills, and confidence to conduct effective coaching sessions. They will also be able to design coaching plans that adhere to a consistent approach, ensuring all coaching sessions are impactful.




LENGTH - For more information about duration, please get in touch with us to discuss your specific needs, or we can offer advice.  
NEXT WORKSHOP START - Please ask for more information as we deliver bespoke closed events for your people at your location or a mutually suitable location.
WORKSHOP DELIVERY - The best environment for this workshop is face-to-face, but we can facilitate this workshop online.



Suitability - Who should attend?
Who Should Attend and Why?
Who? 
ANYONE involved or soon to be involved in helping people improve Skills, Knowledge and Understanding (SKU).
Why? 
It is not enough to have trainers who are certified or qualified in their professional skills. We must also ensure that those responsible for coaching others, even those who coach others only occasionally, are certified.
Think about this. If your child needed coaching at school, would it be okay for anyone to do that, or would you insist that they be certified teachers or teaching assistants?
Likewise, with driving, would you think it ok for someone who gives coaching sessions to someone to improve their driving skills if they were not licensed to drive themselves?
The skills of your coaches are inextricably linked to your employee's performance, output and error margins, so that alone means you need certified coaches.
Coaching will always be required in industries where updates occur, practices are updated, or legislation is changed.
Training Course Content
The difference between Coaching and Training.
What is a Sat-Nav coach, and why must we avoid this at all costs?
We discuss why there is a need for Emotional Intelligence (EI) in a coaching session for coaching needs analysis.
We discuss our recommended Coaching Structure and why it is designed that way.
We discuss various question techniques and what each is good for or why it should be avoided.
We discuss the phrase 'two ears, one mouth' in relation to great coaching and why we must be clever about listening.
We touch on Learning Styles to see what you think of each and how we can cater for them.
We delve into our SAS Feedback model and why we think feedback must be facilitated and not given.
We help you plan and prepare for your final session on the second day.
You deliver your final mini-coaching session. We record them (HD). We chat as a group.
Course delivery and venue
This is a two-day course where participants facilitate a coaching session on day two. All attendees will have the opportunity to coach a fellow participant and receive an HD recording of their session.
When you consider the content we deliver, we are sure you will understand why we always prefer to deliver our workshops, courses and programmes face-to-face.
Face-to-face workshops and courses can be held at a location of your choice or, if you wish, a central UK location, such as the Macdonald Burlington Hotel in Birmingham, located directly across from the Birmingham New Street train station.
We can deliver our workshops, courses and programmes online, although this will mean splitting elements into manageable learning events to suit the online environment.

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