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Business and team planning

Business and Team Planning

This workshop gives delegates a welcome chance to sit down in an invigorating and comfortable environment and think about where they want their organisation and team to go, and how. With a little input on the principles and techniques behind effective business and team planning, the main focus is on the production of a real working document for them to use as the basis of their activities in the coming year.

Learning Aims

By the end of this six-hour session, delegates will have :
· a set of agreed objectives for their own organisation
· a plan for each team / business area
· improved understanding of each others’ challenges and issues
· the ability to plan and review performance in the future

For Whom

This session is for senior managers and department heads who find it difficult to set aside time in the workplace to get together with their peers and work through the annual business and team planning process.

Content

o The importance of SMARTER goals
o The balanced scorecard
o Current initiatives and sources of management information
o A prioritisation framework
o What are the top priorities for the organisation?
o Success measures to support the strategic objectives
o Sanity checking on capacity and interdependencies
o Ownership of business objectives
o Review methods, milestones and accountabilities
o Methods of communicating the plan to the workforce
o Activity planning
o Practical : Draft implementation plan for own area of accountability, present it to the group and get feedback

It’s Time for a Proper Chat – Appraisal Skills

It’s Time for a Proper Chat – Appraisal Skills

Whatever name your organisation gives to appraisals – time outs, performance reviews, one-to-ones, job chats – the time may have come when they need to become more meaningful and more effective.  Managers need to think differently about how they are done.  This thought-provoking session turns the traditional view on its head and suggests that, for everyone but new recruits, the most effective method is to encourage people to assess their own performance and to set their own goals.  That way, there is more accountability and less paperwork for the manager.

Learning Aims

By the end of this six hours of appraisal skills training, delegates will be able to :

  • deliver appraisals effectively and confidently
  • demonstrate the skills to enable them to give and receive constructive feedback
  • agree clear goals
  • manage underperformance in a positive way

For Whom

This one-day workshop is for people whose role includes managing and appraising other people.  It acts as a useful refresher to complement any previous or existing training in managing performance, and acts as a standalone for people who have had little formal management training.  It is particularly useful for those who spend most of their time doing the technical side of their job and are expected to complete performance reviews for their team.

Content

The material is adapted to each organisation’s process and culture.  As well as some appraisal skills teaching, delegates will learn by increasing self awareness, discussion, practising scenarios and active fun.

  • The relevance of a good appraisal process – why they are a good thing
  • Situational leadership self awareness exercise – flexibility in leadership style
  • The outcomes of a good appraisal
  • Listening, questioning
  • Giving and receiving constructive feedback
  • Setting goals
  • Creating the right environment
  • Levels of happiness; motivation and empowerment
  • Managing underperformance
  • Your organisation’s process and paperwork

It’s not our job to sell, is it ? – Selling skills for operatives

“It’s not our job to sell, is it ?”

In a small or medium-sized business, the pressure is on to win new work.  The Director in charge of sales and his/her team do what they can to bring in enough at least to keep everyone busy.  The difficult job of identifying opportunities to explain how great the product or service is can be so much easier if the whole workforce is involved as well.  This session covers the basic skills people need to make optimum business use of the sense of pride in doing good work for a good company.

Learning Aims

By the end of the session, people will be able to :

  • Demonstrate a good understanding of the demands on everyone in a small business
  • Take responsibility for their own contribution to developing the business
  • Explain some tools and techniques which will prove helpful to them in taking advantage of new leads in the future
  • Take forward some ideas the group has had for generating more new business leads

For Whom

This half-day workshop is for people who have not had any selling skills training but deal with customers as part of their day-to-day job.  These may be site operatives, customer service officers or anyone who answers the phone.  It acts as a useful eye-opener in how to spot opportunities to promote the company and encourage anyone the delegates come in contact with to do business there.

Content – Selling Skills

  • The importance of everybody getting personally involved in promoting our services
  • What are we expected to sell ?  Who to ?
  • Identifying opportunities
  • A good answer to the question “What do you do ?”
  • What information we need to get from potential customers
  • The techniques for “closing the deal”
  • Features and benefits

Elmtree Garden Contractors – strategy consulting

Elmtree Garden Contractors - strategy consulting

Elmtree Garden Contractors – strategy consulting

A well-known family firm established in 1969 with a name in the Bristol area for landscaping and grounds maintenance for housebuilding and construction projects.  When I started working with them in early 2010, the founder had taken a step back from the business and his son, Paul Lynch, had assumed the position of Managing Director.  He was keen to put in place a set of properly-structured processes to manage the performance of his then 17 people, and to learn all he could to enable him to feel fully in control.

There has always been a stated commitment to Quality, Service and Reliability, and the firm was already known as one of the better employers in the sector.  What I found when I spoke to everyone who worked there was that :

  • there were very few measures and targets to back up the claims about Quality, Service and Reliability
  • people did not feel they were informed about business performance, strategy and goals
  • Paul and the foremen had had no training in team leadership, meaning they were struggling with the problem of being ‘mates’ with their operatives at times when they needed to keep an objective distance
  • people wanted the occasional chance to have a proper one-to-one chat with the boss

At our strategy consulting sessions, Paul was very positive about moving forward with my suggested improvements, and we worked together on an action plan that had to take account of the seasonal cycle of the trade.

We developed an aims and objectives document, written for the team and using a very simple version of the Balanced Scorecard, that set out what Elmtree was aiming to achieve over the longer and shorter term.  Once this was drafted and discussed with the team, everything else we did could be geared towards achieving the objectives.

I joined team meetings to support the communication of everything that was going on, including how each operative could get personally involved in generating new business leads.  This reduced the pressure on Paul to take responsibility for all sales and marketing operations.  I delivered short in-house skills workshops for foremen on motivation and team building.  I came to see Paul for strategy consulting sessions every six weeks in the winter months to help him keep on track.  I supplied guidance and templates of some 1-page forms so he could get a straightforward system of one-to-one job chats going.

When Elmtree went for Investors in People in March 2012, they achieved the award easily.  The team had spoken in glowing terms about how things had improved and the positive effect these had had on teamwork, communication and customer service.  The resulting benefit to profitability came directly from these.  At a difficult time for the sector :

  • operatives have been kept within the team instead of being laid off during the quiet winter months
  • relationships with main contractors have strengthened
  • new recruits have joined so the team has grown to 28 people
  • valuable contracts have been won and new services launched

Update :  In early 2015 Elmtree underwent their Investors in People reaccreditation.  They gained the award at Silver level, showing how markedly they have moved forward.  The assessor’s feedback highlighted particularly strong practice in :

  • planning – employee participation in the development of company objectives
  • values – regularly involving the team in discussions about what these mean in practice
  • learning and development – the quality of on-site training

Care Matters (Wilts) – Business Improvement

Business improvement - Care Matters

Care Matters (Wiltshire) Ltd is a medium-sized domiciliary care agency which has been operating out of Warminster for over ten years. The manager, Julie King, had heard about Investors in People as an effective business improvement framework, and was interested in finding out more. Always an employer who has been genuinely committed to her team, and already a successful business, she wanted to :

• better support compliance with Care Quality Commission standards
• bring more organisation and structure to systems for managing performance
• confirm her commitment to her team by gaining external recognition

Implementing Business Improvement

We started by arranging confidential one-to-one chats between me and each of her people – a face-to-face staff survey, in effect. This was a bit of a leap of faith on Julie’s part; it takes an enlightened attitude to be prepared to open up to criticism – however constructive – the business one has built up.

The output was a report reflecting perceptions of Care Matters as an employer, both good and no so good points. Julie and I then met regularly to consider consolidating those strengths in management practice and identifying solutions to areas which could be improved. We agreed simple ways to :

• communicate to the team what the business is aiming to achieve
• plan and evaluate learning and development
• redesign the Quality of Care survey of service users
• involve the team in discussions about team working and moral values
• deliver short in-house workshops on management skills for Julie and her team leaders

When we had worked together over a twelve-month cycle to put all that in place, we invited the award assessor in. Her feedback was glowing, especially around effective management, involved people, mutual support and respect, and commitment to high standards. Care Matters gained Investors in People accreditation “with flying colours”.

The agency has continued to grow, profits have risen, there is stronger resilience as it is better able to overcome market volatility, and business improvement has become a way of life. At the next CQC inspection, particular mention was made of the strong leadership and performance management practice in evidence. On top of that, they are a lovely group of people to work with.

 

Palm Equipment – management training

Photo Palm-equipment-europe

Palm Equipment International – management training

A Clevedon-based manufacturer and supplier of kayaks and related gear with 45 people, which responded to a mailing about the Coaching For High Growth scheme.  I visited the senior management team to find a business that was building a great reputation worldwide and making money, but wasting resources through firefighting its way through lots of problems.  It had become successful through its technical excellence but the training it had done had not been in the essential skills for working with other people nor in management and leadership.

I started by having one-to-one chats with a representative sample of people and identifying the main issues.  I set these out in a report which the senior management team and I debated and which they then used as guide to help them prioritise their business planning.  The funding scheme mentioned above meant they got all this at no charge.

The next stage was to agree some objectives for a series of four half-day in-house management training workshops – necessary because of shift patterns – and design the training to meet them and to suit the audience.  The sessions were aimed at boosting self-awareness of different styles of leadership and team roles, and gave hints and tips on motivation, coaching, assertiveness and delegation.

Two groups of ten senior staff, including the directors, participated.  They made public commitments on what they were going to do differently back in the workplace and accounted to the group for this at the next session.  The feedback acknowledged the workshops as “very thought-provoking”, “a great contribution to our successful business” and “made a big difference to the smooth running of the place”, and I have been asked back to do some more work on skills development.

Rise Technical – Investors in People Gold

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Rise Technical Recruitment – Investors in People Gold

Of the thousands of Investors in People organisations in the UK, about three percent are Gold; almost all of these have been working with the Standard for many years.

The fast-growing specialist recruitment firm already had a high-profile in the Bristol business community.  The founding directors, Jeff Leng and Ben McCarthy, had featured in the local media for their ambitious and skilled entrepreneurship.  When I was invited in, it was already a successful business, a great place to work, with phenomenal levels of professional ethics, customer service and team motivation.

When we discussed Investors in People, the original intention had been to gain accreditation against the basic Standard, firstly to gain the “badge” as a marketing tool, and secondly to support the ambitious plans for continued expansion.  When I spoke to the people that worked there, it soon became obvious that there was a great deal more in place than the core Standard seeks evidence for.  There was therefore every reason to suppose that the firm could match up to the rigour of Investors in People Gold.  We decided to go for it.

Not everything was perfect:  The team were rather vague on what the top-level business objectives were, more could be done to promote the learning culture Jeff and Ben were seeking to create, and team managers’ skills needed further development.

We worked together to design a series of management skills workshops based around the contents of their operational manual.  I delivered these in bite-sized sessions with lots of practical tools to help make the models in the manual come alive.  We did some serious thinking about how strategy was communicated and the link between training and business targets strengthened, and I gave them tools to help.  I would go to see Jeff and Ben every 3 or 4 weeks, and at every meeting they had always completed the actions agreed at the previous meeting.

When the award assessor came in to Rise, he had no hesitation in awarding Investors in People Gold at the first time of asking, only 9 months after our initial meeting.  The score out of 10 achieved for being a great place to work was between 9 and 10.

The sense of pride in the team has risen even higher than it was.  As their adviser, I too am proud of what they have achieved.  Major credit goes to Jeff and Ben for their positive, responsive and enlightened attitude.  They are quick and effective in implementing improvements, crystal clear on the business benefits of Investors in People, and are well set to be the fastest-growing independently-owned firm in their sector.

Happiness and Motivation – Managing people

This interactive workshop provides an opportunity for delegates to explore the challenges they face when motivating themselves and their team members. They will share these challenges and learn from each other in a safe, energising and fun environment. They will come away with tips and techniques to practice in the workplace, giving them happiness and fulfilment in their role.

Learning Aims

By the end of the workshop, delegates will be able to :

  • motivate themselves and their team effectively
  • build better relationships with other teams across their business
  • demonstrate a range of personal skills in managing people, to get the best out of their team members

For Whom

This session is designed for anyone who is interested in developing or refreshing their understanding of why it is that they themselves, and other people, usually aim to do a good job. It is a good eye-opener for people looking for greater motivation in their own role.  It is also for team leaders who have been managing people for a while and are looking for new ways of thinking to help them motivate others.

Content – Managing People

  • The philosophy and science of happiness
  • What makes us happy ?
  • Levels of happiness
  • Self awareness exercise : Career motivations
  • Understanding motivation – “intrinsic” and “extrinsic” factors
  • Empathy and sympathy
  • Helping people to feel valued
  • The real meaning of empowerment
  • What this means for managing people in practice

Righting Wrongs – complaint handling training

Turning complaints into business opportunities

However talented they are, sometimes customer service professionals find that things can inevitably go wrong.  They need a chance to stop and think through what they can do differently to provide an even better service to customers.  They need techniques for responding to people who express dissatisfaction in a way that helps both parties feel there has been a more than satisfactory resolution.  Starting with some self-awareness work, delegates will work on self control, enabling them to ease the fevered environment on the team and further improve the quality of the service they provide.  This practical complaint handling training aims to provide a supportive group ambience for agreeing and practising helpful skills.

Learning Aims

By the end of the workshop, delegates will be able to :

  • describe what needs to happen to manage personal confidence and impact successfully
  • demonstrate  relevant skills to enable them to deal with difficult situations and reduce stress for themselves and fellow team members while doing so
  • agree consistent standards for dealing with difficult people and situations
  • respond to customer complaints in a professional way that promotes a positive image of the business consistent with its brand

For Whom

This workshop provides complaint handling training for anyone who deals with customers as part of their job and has to cope with a commercial environment in which rising (and sometimes unreasonable) customer expectations are becoming the norm.  It has been created either to act as a standalone for people who find that meeting these customer expectations is becoming more stressful, or to complement any previous or existing customer care training.

Content – complaint handling training

  • Review of past experiences :  what happened, what was the result, how did we feel
  • Self awareness exercise :  boosting our own confidence
  • Managing our emotions and staying in control in stressful situations
  • Difficult situations :  defence mechanisms and barriers to a positive resolution
  • Taking the HEAT
  • Directing the conversation
  • Strategies for responding to difficult individuals and conflict
  • Providing mutual support within the team
  • Managing expectations and making it easier to keep promises
  • Practical exercise based on real scenarios
  • Strategies for responding to unreasonable requests
  • Following up in writing

The Secrets of Successful Teams – Team Skills

This interactive session allows delegates to further explore some key aspects of their role within a team. It provides an opportunity for some deeper reflection on how human beings interact with each other.  This enables delegates to decide on any changes they want to make based on real insight. In a facilitated environment, most of the learning is done by increasing self-awareness and developing empathy for others.

Learning Aims

By the end of the session, delegates will be able to :

  • explain their preferred working style and their understanding of the preferred working style of other people
  • describe the reasons why certain people within a team may get on well or not so well together
  • demonstrate some additional techniques to get the best out of themselves and every team member

For Whom

This session is designed for anyone who wishes to develop or refine the skills needed for either performing well within a team or for managing a high-performing team. It is a refreshing thought-provoker both for people who have been part of a settled team for a while and for those who have recently joined a new team.

Content – Team Skills

    • Pre-session work : Team skills self awareness questionnaire
    • Characteristics of successful and unsuccessful teams
    • Individual working styles
    • How different working styles interact
    • The success trap
    • Tactics for overcoming conflict within teams
    • Harnessing the power of team skills – strength in diversity
    • The power of positive thinking, an inspirational vision and goals
    • The real meaning of assertiveness