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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 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

Investors in People – what is it?

Investors in People

On the business networking circuit and online, I have become known as The Investors in People guy.  Investors in People is not all I do – see my What I Offer page – but I believe in the principles of the framework and its power to make life easier for my clients.  As it is a ‘business to business superbrand’ it deserves an explanation.

What Investors in People Is

It is a structured method of measuring the extent to which four key ingredients of success apply.  These are:

  • Clear goals
  • Learning is part of the job
  • Good leadership
  • Involved people

If you think these apply to you at all levels – individual, department/team and organisation – you are most likely already an Investors in People in most respects.  You should bear in mind, though, that most of the evidence is gathered by talking to your people.  It is therefore perception-based.  There is often a gap between the reality which managers see and that which the rest of their team perceives.

Many of my clients use me as their adviser as they follow the best practice disciplines.  They do this to gain insight, with no intention of seeking accreditation, and that is fine.

How Does It Work?

The best way to demonstrate is by example, so see the case studies for Care Matters, Elmtree Garden Contractors and Rise Technical Recruitment

Moving Up a Level

An Investors in People organisation meets all the requirements of what we specialist experts call the Core Standard.  To provide extra stretch and challenge against world class best practice, there are additional elements to the framework.  The number of these additional elements dictates whether an organisation is Silver, Gold or Platinum.

Investors in People Gold

The Reasons for ‘doing’ Investors in People

In ascending order, these are:

  • to get the badge.  The accreditation is a sign of quality which gives many organisations a marketing edge.  Many suppliers to public sector bodies or large corporates need to show evidence of a quality system in their framework documents.
  • to become a great place to work.  The science of happiness tells us that all of us should be mindful of the need for personal fulfilment and motivation in our lives.  Looking forward to coming to work, and enjoying the company and mutual creativity of our colleagues, ought to be a natural state.
  • to achieve better results.  Investors in People is hard-nosed in relating the way you lead, manage and develop your people to your business objectives.  For example, if a training course is not helping you achieve what you need to, why are you doing it ?  It is all about unlocking the potential of your team, increasing its focus and improving communication and teamwork.  As a result, your capacity to achieve excellent performance is greatly enhanced.

What Investors in People is not

  • prescriptive – it doesn’t tell you what to do, it asks searching questions so you gain insight about your management practice, facilitating a process of finding solutions
  • bureaucratic – Investors in Paper! – only two documents are required: a business plan and a training plan
  • an open cheque book for training – direct spend on training often decreases because you get better at in-house coaching etc
  • an easy option – it is a serious strategic approach to achieving better performance
  • about pay, terms and conditions, disciplinary/grievance procedures, health and safety, hiring and firing
  • a touchy-feely bolt-on HR initiative

Want to learn more ?

You can either book a consultation visit at no charge or, if you have a group of people, request a workshop

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.

About Me – business consultant

Bristol business consultant

 

 

 

 

 

 

 

 

 

 

 

 

 

I help businesses grow.  Some of my clients refer to me as their business guru. I facilitate team events and deliver strategy and change consulting, business performance coaching, management and personal skills training and Investors In People advice.

At school and university I specialised in languages; the main thrust of my professional development has been in facilitation and consultancy skills.  I have enjoyed successful spells in general management, training, quality, network development and customer service.

I am a qualified trainer, a licensed Investors In People specialist and national level Business Excellence Award assessor.  I am a member of the Institute of Consulting.

IC Logo

Business coaching

My clients range across a wide variety of sectors.  Current clients include a valve maufacturer in Wiltshire, a marine engineer in Weymouth, a charity for people with learning disabilities in Bristol and a building firm in Royal Wootton Bassett.  Many of my client relationships have lasted over ten years.  I have twenty years of experience with Investors in People and continuous improvement, using a large kitbag of tools and techniques to help my clients improve their business results.

Previous roles include managing major improvement programmes at NatWest, setting up the local service provider network at Business Link Somerset, General Manager of Excellence South West for two years of its infancy and adviser to small businesses at Business West.

I have built up an extensive network of contacts for the sharing of learning and expertise.  My main background and passion is facilitation aimed at helping senior managers to gain insight for themselves and their people to achieve better business performance.

Legal Stuff

While I am a big believer in plain English, my legal adviser has suggested I adopt the following wording.  By instructing me to work with you, you are agreeing to these terms.

Standard Terms and Conditions of Business

Contract

Our contract will be based on these terms and conditions and the written proposal.  I will hold these costs for three months from the date of the proposal.  By agreeing to proceed you are confirming that you have read, understood and will abide by these Terms and Conditions and Cancellation policy.

Planning and Cancellation

Once dates are booked, I will hold them for you.  Any further meetings will be subject to availability and will be charged at the agreed rate for the work.  If you cancel any meeting which you have booked, and I am not able to replace it with another paying client, I will charge cancellation fees at my discretion to a maximum of :

o        15-10 days notice – 50%
o        10-5 days notice – 75%
o        Less than 5 days notice – 100%

Termination

If, for any reason, you decide not to complete the work, you must confirm this in writing.  I will charge you for the work completed up to the date this confirmation is received and any cancellation fees due (see above).

Project review

If the project remains partially completed and there has been no contact from you, I will request a meeting to review whether the work is meeting your needs and to plan new dates.  If I receive no response to this request, I reserve the right to decide at my discretion a project termination date and charge you as per the termination clause above.

Fees and Expenses

I charge mileage at 45p per mile, and train and taxi fares and subsistence at cost.  I will add expenses to the fee invoices at appropriate times.  If you have any concerns about the fees, please contact me as soon as possible and before the work begins.  If you continue with the work after the proposal has been received and agreed, it is understood that you have accepted the outlined costs.  Between us, we will identify and agree any variation to these terms and conditions before the project begins.

Invoicing and Payment

I will invoice you according to the payment option you have chosen and which we have agreed before work starts.  The terms of payment are 28 days.  I reserve the right to discontinue delivering services if payment is outstanding.

Confidentiality

I guarantee the confidentiality of all of your information, documentation and records that I have access to. I conduct myself at all times in full compliance with the Data Protection Act 1998.

Copyright

The copyright in the content of any work produced during or as a result of work I undertake for you shall be the absolute property of Lance Cross Business Performance Ltd.

Unavoidable Circumstances

I will try to supply the services agreed to the best of my ability.  In the case of unavoidable circumstances, such as serious illness, I will complete the work as soon as practicable and will accept no further liability.

Company Law

English law shall be the proper law of the contract and all claims under the contract shall be settled by reference to the English legal system

My ethos – business coaching

business coaching

 

My ethos is Straight Forward Thinking.  I set clear standards and measure my own performance to back up exactly what this means.

Business Coaching

In all the business coaching and training I give, I promote the idea that what really sets great leaders apart is their capacity for humility and empathy.  I try and practise what I preach.

Straight

I do an honest day’s work for an honest day’s pay.  I am open and transparent, I keep you informed about everything that is going on, I speak plain English (if you catch me talking management gobbledygook you have my permission to have at me with a big stick) and I am mindful of your operational realities.

Forward

I support you in looking to the future with optimism.  I will get you to focus on defining clearly what it is that you want your business to achieve, and help set up simple systems with which to measure whether you are or not.  I will look at all the management information available and interpret it so you make the most of it for forward planning

Thinking

I will challenge you and I will inspire you.  With a fresh angle on how you give your people what they need to do their jobs well, you will think in new ways about your role, learn and decide for yourself what needs to change.  A meeting with me is a chance for you to stop the day-job, to take a deep breath and to reflect.  I help you gain powerful insights into how the way you do things compares to best practice.  As a result, you will take the wider view and enjoy the journey.

What I offer

Management skills – my range of services

management skills

Consultation visit – no charge

I will come to your place of business to get to know you, find out what’s going well and not so well and listen carefully to your ideas.  I set no time limit on this and I make no charge.  I then go away and prepare a crystal-clear proposal based on your requirements.  It will outline what I will do for you, how I think we can address any management skills issues appropriately and how much it will cost.  The proposal acts as a starter for ten in our further discussions.

Testing The Culture

If your business proclaims its quality, service, excellence or being the best, you really should have a way of proving that you are at least moving in the right direction.  To your clients and your employees, when thinking about how happy they are with you, reality is nothing; perception is everything.  Before planning any change, get an independent specialist to gain real insight into what they are really thinking.

There are many ways to test perceptions, chief among which are one-to-ones, focus groups and questionnaires.  We will agree in advance which combination of these is right for you and I will set up everything that is needed.  The output is a report which we use as the basis for your culture change programme – with management skills training likely to be high on the agenda.

I am licensed to use a great bit of survey software that produces attractive, high-impact reports that really help management to decide on how they will respond.  This puts the spotlight on the managers’ role in the process of follow-up improvements.

Team-building events and outdoor activities

outdoor activities

When you’re trying to communicate an important message to your team, there’s no substitute for a get-together where people can speak up, get to know each other better and share views.  Also, the importance of sharing a meal together is not to be underestimated.  Arranging and facilitating one of these events involves more than you might think, so get an expert in.

Let me show you what can be achieved in just one day !  I am partnering with a really top class outdoor activities provider, so if you’re after a team awayday with added value that makes a big difference, I would love to talk to you.

I am a big believer in the power of laughter and physical activity, so I have a wide range of games and exercises which always generate a big buzz.  I am expert at extracting the So What For Our Business from these when the time comes for the group to reflect on the point of these activities.  The result is that no one leaves thinking that the event was Just A Jolly.

Management skills training

people skills training

Being a leader; managing people.  Not an aspect of the job that some people relish, but it is a skill that can be developed.  The bespoke in-house learning events which I design, deliver and evaluate for you are aimed at creating a relaxed, non-threatening environment which acknowledges the experience and existing management skills of the participants.  They are based on real issues that need to be fixed in the workplace, and focused on improving effectiveness.

If you are to motivate your people, you need to understand them, and if you are to understand others, you need to understand yourself.  That is why I use a wide range of simple self-awareness questionnaires that act as eye-openers for managers to gain insight on :

  • Leadership styles
  • Working styles
  • Career motivations
  • Sources of authority
  • Belbin team roles
  • Learning styles
  • Emotional intelligence

… and more

Developing Your People

I never expect anyone to come to me to be trained.  Instead, I will listen carefully to what you need and design a series of bespoke learning workshops for you.  You can have this delivered in house, and can be confident that it will be enjoyable, as my main belief with training is that it must be based on active fun.  See my Training page for a list of topics.  I also do one-to-one coaching.

I maintain a library of learning resources which acts as a toolbox we can dip into whenever appropriate.

Investors in People – Gaining the Standard

This proven management framework is now recognised as a business ‘superbrand’.  15,300 organisations in the UK are accredited Investors in People with many more working with the Standard.  Whether you choose to go for the Award or not, I will act as your no-nonsense guide as you follow the management disciplines the Standard sets out, focusing relentlessly on valuable insights and measurable gains for your business.

Investors in People – Maintaining the Standard

If you already have the award, you may be wondering what next ?  The answer is plenty.  Winning the award is an early stage of your journey, and I will help you decide what to do to keep up the momentum as your business continues to improve, and make sure your good practice doesn’t slip between award assessments.

Investors in People – Raising the Standard

Investors in People

There is so much more to Investors in People than the core Standard.  The ‘Your Choice’ parts of the extended framework can be really illuminating if you want to be tested at a more advanced, more stretching level.  This is a chance to gain further insight and grasp hold of the practical meaning of areas like developing values, working together, different approaches to training and setting meaningful objectives.  If you are interested in Bronze, Silver or Gold accreditation, I have had a lot of success with helping clients to achieve this.

Developing Your Organisation

Planning a change ?  See the need for a shake-up but want to make sure it works ?  Wondering what to do about your working culture ?  I have coached over 300 clients in thinking through what they need to do.  I’ve seen a few of them tumble into huge traps, and a great many others show how good they are.  I can share these experiences and this insight with you in review and action planning meetings either one-to-one, with senior management teams or with dedicated project teams.

I have successfully completed major projects to overhaul appraisal systems and introduce 360 degree feedback systems.  I have adapted these methods to create simple, straightforward versions for smaller organisations.

With my experience of representative groups such as Works Councils, many clients have benefited from using me as independent facilitator when such groups meet either for the first time, when there’s a major change or when they are taking on a major cultural project.

Mid-project review – no charge

Rather than press on with a set programme which was first agreed months ago, I will check with you that what I am doing for you still meets your needs.  I recognise the need to keep talking, adapt to circumstances and to make sure the work (for example, on management skills) is going in the right direction for your business and having the desired effect.  I will discuss with you successes and difficulties you are experiencing and make any necessary changes to the programme.  I make no charge for this visit.

Let a business guru help you improve your performance

business guru

Hi, I’m Lance and I care about making a difference.  I get my buzz from working with teams of people to improve their performance.  Businesses and not-for-profit organisations of all sorts benefit from working with me as their consultant, and consider me something of a business guru.  Recently I have achieved a lot with housing associations, builders, recruitment firms, engineers and social care charities.

If you are a business owner/manager, it’s likely that what you have achieved is a success, and you deserve congratulations for that.  Your employees have increased in number, you have survived some tough times and you have become much smarter in the way you do things now.

‘So why do I need a business guru?’

The simple answer is :  to gain some powerful insight into how the way you do things compares to best practice.  Here are the questions you face:

  • How can you stop fighting fires and  do what you had originally planned to do when you started ?
  • How do you reduce stress, look after strategy, get involved in the things you like doing and spend more time with your family ?
  • How do you sustain this for the future ?

The answer lies in thinking more deeply about the people in your team. My strong conviction is that there is always more potential to be fulfilledGiving your management a tune-up, helping everybody get along better and working on skills will make sure you capitalise on all the hard work you have put into systems, hardware and recruitment.

The results are that life becomes easier for everybody.  Your people care more about your business, become more professional and communicate better with each other.  Your stress levels reduce.

If, like me, you believe that becoming a better employer will boost your bottom line, and that fostering an increased sense of direction and togetherness in your team will lead to business success, let’s talk!