Budgets and Financial Reports

Everyday businesses deal with budgets and financial reports in some form or fashion. At minimum, business managers review budget numbers and run financial reports for decision-making and reporting to shareholders and Federal regulators once a month. Many companies devote the last few months of the calendar year to creating budgets for the next calendar year. In addition, organizations create and disseminate year-end financial reports to investors..

In this course, participants are going to achieve the following learning objectives:

  • Identify financial terminology
  • Understand financial statements
  • Identify how to analyze financial statements
  • Understand budgets
  • How to make budgeting easy
  • Understand advanced forecasting techniques
  • Understand how to manage the budget
  • Identify How to make smart purchasing decisions
  • Identify the legal aspects of finances

Coaching and Mentoring

This workshop focuses on how to better coach your employees to a higher performance. Coaching is a process of relationship building and setting goals. How well you coach relates directly to how well you are able to foster a great working relationship with your employees through understanding them and strategic goal setting.

At the end of this workshop, participants should be able to:

  • Define coaching, mentoring and the GROW model.
  • Identify and set appropriate goals using the SMART technique of goal setting.
  • Identify the steps necessary in defining the current state or reality of your employee’s situation.
  • Identify the steps needed in defining options for your employee and turn them into a preliminary plan.
  • Identify the steps in developing a finalized plan or wrapping it up and getting your employee motivated to accomplish those plans.
  • Identify the benefits of building and fostering trust with your employee.
  • Identify the steps in giving effective feedback while maintaining trust.
  • Identify and overcoming common obstacles to the growth and development of your employee.
  • Identify when the coaching is at an end and transitioning your employee to other growth opportunities.
  • Identify the difference between mentoring and coaching, using both to enable long-term development through a positive relationship with your employee.

Employee Motivation

Employee Motivation is becoming ever more important in the workplace as time goes on, and everyone agrees that a motivated workforce is far more likely to be a successful workforce. The happier and more professional an employee is, the better the results they will deliver for you.

By the end of this workshop, participants will:

  • Defining motivation, an employer’s role in it and how the employee can play a part
  • Identifying the importance of Employee Motivation
  • Identifying methods of Employee Motivation
  • Describing the theories which pertain to Employee Motivation – with particular reference to psychology
  • Identifying personality types and how they fit into a plan for Employee Motivation.
  • Setting clear and defined goals.
  • Identifying specific issues in the field, and addressing these issues and how to maintain this going forward

Facilitation Skills

Facilitation is often referred to as the new cornerstone of management philosophy. With its focus on fairness and creating an easy decision making, facilitation can make any organization make better decisions.

At the end of this workshop, participants should be able to:

  • Define facilitation and identify its purpose and benefits.
  • Clarify the role and focus of a facilitator.
  • Differentiate between process and content in the context of a group discussion.
  • Provide tips in choosing and preparing for facilitation.
  • Identify a facilitator’s role when managing groups in each of Tuckman and Jensen’s stages of group development: forming, storming, norming, and performing.
  • Identify ways a facilitator can help a group reach a consensus: from encouraging participation to choosing a solution.
  • Provide guidelines in dealing with disruptions, dysfunctions, and difficult people in groups.
  • Define what interventions are, when they are appropriate, and how to implement them.

Knowledge Management

 A learning organization is one where employees are empowered to change and develop new methods, thoughts, and strategies that will advance the mission of their organization. Knowledge Management is the establishment of a system that captures knowledge purposefully for incorporating into business strategies, policies, and practices at all levels of the company.

This workshop is designed to help you in the following ways:

  • Understand the basic concept of knowledge management (KM)
  • Identify the do’s and don’ts of KM
  • Identify the KM life cycle
  • Identify the new KM paradigm
  • Identify the KM models
  • Understand how to build a KM rational for your company
  • Understand how to customize KM definitions
  • Identify the steps to implementing KM in your organization
  • Identify tips for success
  • Understand the advance topics in KM

Leadership and Influence

Once you learn the techniques of true leadership, you will be able to build the confidence it takes to take the lead. The more experience you have acting as a genuine leader, the easier it will be for you. It is never easy to take the lead, as you will need to make decisions and face challenges, but it can become natural and rewarding. Leadership is not telling others what to do. Leadership is inspiring others to do what needs to be done.

By the end of this workshop, participants will be able to:

  • Define “leadership”
  • Explain the Great Man Theory
  • Explain the Trait Theory
  • Understand Transformational Leadership
  • Understand the people you lead and how to adapt your leadership styles
  • Explain leading by Directing
  • Explain leading by Coaching
  • Explain leading by Participating
  • Explain leading by Delegating
  • Kouzes and Posner
  • Conduct a personal inventory
  • Create an action plan
  • Establish personal goals

Lean Process and Six Sigma

Six Sigma is a data-driven approach for eliminating defects and waste in any business process. You can compare Six Sigma with turning your water faucet and experiencing the flow of clean, clear water. Reliable systems are in place to purify, treat, and pressure the water through the faucet. That is what Six Sigma does to business: it treats the processes in business so that they deliver their intended result.

This workshop is designed to help you in the following ways:

  • Develop a 360 degree view of Six Sigma and how it can be implemented in any organization.
  • Identify the fundamentals of lean manufacturing, lean enterprise, and lean principles.
  • Describe the key dimensions of quality – product features and freedom from deficiencies
  • Develop attributes and value according to the Kano Model
  • Understand how products and services that have the right features and are free from deficiencies can promote customer satisfaction and attract and retain new customers.
  • Describe what is required to regulate a process
  • Give examples of how poor quality affects operating expenses in the areas of appraisal, inspection costs, internal failure costs, and external failure costs
  • Using basic techniques such as DMAIC and how to identify Six Sigma Projects
  • Use specific criteria to evaluate a project
  • Discover root causes of a problem
  • Design and install new controls to hold the gains and to prevent the problem from returning.

Manager Management

Management is known as a form of art and a science.  The key is making employees more efficient and productive while finding the correct way to do it.  When preparing to manage one or a group of managers, you are preparing for them to be able to manage their own employees.   Every manager is a different personality type and learns differently

At the end of this workshop, participants should be able to:

  • Welcome and orientate new managers
  • Learn ways to successfully coach and mentor
  • Learn ways to measure and evaluate performance
  • How to handle complications
  • Communicate between employees and their managers

Middle Manager

Middle managers are responsible to those above them and those below them. They head a variety of departments and projects. In order for a company to operate smoothly, it is essential that those in middle management be committed to the goals of the organization and they understand how to effectively execute these goals. It is crucial for businesses to focus on these essential managers and provide them with the opportunities to succeed.

At the end of this workshop, participants should be able to:

  • Define management.
  • Understand ethics in the workplace.
  • Manage information and make decisions.
  • Be familiar with the control process.
  • Use organizational strategies to facilitate change.
  • Create structures and processes to manage teams.
  • Manage as a leader.

Office Politics For Managers

It is important for managers to learn and understand the office environment and the employees that make it tick. Since the manager interacts with several aspects of the workplace, one should learn how to effectively work with colleagues, supervisors, and upper management in order to help keep the department functioning as a whole.

At the end of this workshop, participants should be able to:

  • Understand the purpose and benefits of office politics.
  • Setting boundaries and ground rules for new employees.
  • Learn to interact and influence among colleagues.
  • Learn how to manage various personality types in the office.
  • Determine how to gain support and effectively network.
  • Recognize how you are a part of a group and how you function.

Performance Management

Performance Management is not a company’s way of employing “micro-managing” techniques that stunt the professional growth of its employees. But rather, it is a strategic approach to ensuring the efficiency and effectiveness of an organization. Whether at the organizational, departmental or employee level, the goal of performance management is to make sure all business goals are being met in a satisfactorily manner.

At the end of this workshop, participants should be able to:

  • Understand how performance management works and the tools to make it work.
  • Define performance management.
  • Learn the three phases of performance management and how to assess it.
  • Discuss effective goal-setting.
  • Learn how to give feedback on performance management.
  • Identify Kolb’s Learning Cycle.
  • Recognize the importance of motivation.
  • Develop a performance journal and performance plan.

Supervising Others

Supervising others can be a tough job. Between managing your own time and projects, helping your team members solve problems and complete tasks, and helping other supervisors, your day can fill up before you know it. This workshop will help supervisors become more efficient.

By the end of this workshop, you should be able to:

  • Define requirements for particular tasks
  • Set expectations for your staff
  • Set SMART goals for yourself
  • Help your staff set SMART goals
  • Assign work and delegate appropriately
  • Provide effective, appropriate feedback to your staff
  • Manage your time more efficiently
  • Help your team resolve conflicts
  • Understand how to manage effectively in particular situations
  • Understand what a new supervisor needs to do to get started on the right path

Virtual Team Building and Management

Virtual teams are growing in popularity since many companies continue to grow and expand in different areas. But sometimes learning to manage a team that we can’t physically see every day can be difficult. When we learn how to manage our local teams, as well as our virtual teams, we can form a group that works together to increase productivity and provides a new perspective on any project.

At the end of this workshop, participants should be able to:

  • Know the keys to establishing a virtual team
  • Learn how to hold effective meetings and group sessions
  • Learn effective ways to communicate with team members
  • Use tools to build trust and confidence among employees
  • Know how to handle poor performing employees
  • Know how to manage a virtual team during any project