For information about the following workshops, please contact Bill Thomas at +1 866.302.9099.
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Managing a Virtual Workforce |
- Adapting to shifts in team membership
- Managing team members, including those from outside the organization (clients, collaborators)
- Managing workers on multiple teams
- Communicating with and managing workers who are widely distributed both organizationally and geographically
- Handling formation of teams and continuous team reform
- Dealing with teams that have multiple reporting relationships with different parts of the organization at different times
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Excellence in Customer Service |
- The business case for excelling in customer service
- Aspirations around customer excellence
- The role and types of customer service (inbound, outbound and others)
- Customer service as a commodity or differentiator
- A walk in the customer's shoes
- Identifying and addressing the customer's moments of truth
- Differentiating customer behavior, satisfaction and loyalty
- Small steps that yield big results
- Using the customer compass
- The benefits and use of CRM systems
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Building a Customer-Focused Culture |
- Understanding the changing competitive landscape
- Defining new sources of market differentiation
- Core capabilities needed for delivering the ultimate customer experience
- Redefining and creating real customer value
- Customer value mapping and individual roles
- Customer service is a mindset, not a department
- Moving from service provider/supplier to business partner
- Collaborating across internal and external boundaries
- Balancing customer advocacy with customer profitability
- Measuring and improving customer satisfaction and loyalty
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- Obstacles to time management
- Creating a personal vision
- Weekly time assessment
- PIE exercise
- Striking a balance
- Prioritizing using the priority matrix
- Planners (electronic and paper)
- From master list to planner
- Conducting effective meetings
- Successful delegation
- Project management
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Managing a Diverse Workforce |
- The business case for diversity
- The diversity continuum—tolerance, acceptance, inclusion and leverage
- The legal parameters of diversity
- Recognizing and appreciating differences
- Diversity support groups and similar venues or support mechanisms
- Dealing with boomers, gen X'ers, gen Y'ers and others
- Harassment issues
- Managing personal relationships and conflict
- Individual and organizational liability
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Communications in the Workplace |
- The communication process and management
- Types of communication
- Communication vehicles and techniques at our company
- Personal communication styles—assessment and interpretation
- "Answer first" verbal communications model
- Non-verbal communications
- Listening assessment
- Critical and selective listening skills
- Barriers to effective verbal communications
- Written communication skills
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Managing Conflict Effectively |
- The definition of conflict
- Traditional vs contemporary view of conflict
- When conflict is constructive and when it's destructive
- Effects of unresolved conflict
- Conflict as an opportunity
- Personal conflict assessment
- Conflict resolution modes and their use
- How best-practice organizations use conflict
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- Key changes in American business and work environments
- Change as an obstacle or opportunity
- Creating your business case for change
- Understanding and managing the stages of change
- Recognizing your current state of change (strategic and tactical)
- The head, heart and hands approach to change management
- ACHIEVE model for individual change
- Seven-step model for organizational change
- Defining your role in change management
- Leading change internally and externally
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Managing within Legal Parameters |
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The legal aspects of management:
- Title VII of the Civil Rights Act of 1964
- Fair Labor Standards Act of 1937
- Age Discrimination in the Employment Act of 1964
- Americans with Disabilities Act of 1990
- Family and Medical Leave Act of 1993
- Application of policies and legal requirements to management areas such as recruitment, selection, promotion and termination
- Discrimination, harassment and retaliation in the workplace
- Progressive discipline and documentation
- Effective termination decisions and process
- Privacy and confidentiality issues
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Optimizing Manager-Employee Relations |
- Preventive employee relations practices (can include union avoidance)
- Employee satisfaction vs employee engagement
- Today's manager as coach
- Performance improvement—tips and tools
- Designing and applying internal complaint processes
- Use of surveys, focus groups and self-directed work teams
- Key employment laws and the supervisor's role in each
- Overview of relevant policies and procedures
- Creating a culture of inclusion and respect in the workplace
- Understanding and leveraging interpersonal differences (DiSC, conflict or similar assessment)
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Building Your Employment Brand |
- Defining and becoming an employer of choice
- Developing your employment brand and EVP
- Employee engagement vs employee satisfaction
- Defining and communicating the different dimensions of employee growth
- The role of performance management in growing your talent
- Career planning and individual development plans
- Succession planning—the business case and how to do it
- Addressing soft and hard skills in employee challenge and growth
- About tests and assessments—what's so good and not so good
- Addressing the negative and rewarding the positive
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Performance Management for Line Managers |
- Using performance management as a business process
- Planning (team and individual levels) for superior performance
- Quantifying performance standards and critical success factors
- Converting KPIs into SMART objectives
- Tips for effectively applying performance appraisal tools and process
- Effective use of self-assessments and upward reviews
- Monitoring and evaluating employee performance
- Preparing for and conducting an effective performance appraisal
- Coaching and resolving below-standard performance and behavior problems
- Creating and reinforcing individual accountability
- Dealing with high-potential employees, and other career planning and development needs
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Developing High-Performing Teams |
- Heroes vs teams
- Characteristics and competencies of HPTs
- Selecting team members—styles and skills
- Sorting out individual investment and membership
- Recognizing informal roles and use of authority and influence
- Understanding the stages of team development
- Addressing specific barriers to peak performance
- Situational leadership and team S.U.C.C.E.S.S.
- Assessing the current and desired state of the team's performance
- Ten keys for effectively leading HPTs
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Identifying & Retaining Key Talent |
- What is key talent and why does it need a special focus?
- The talent circle (select, retain, remove and realign key talent)
- Understanding performance vs potential
- Buying vs building your talent base
- How to recognize or identify high potential performers
- The different types of development—redefining growth
- Evaluating your level of key talent loyalty and risk
- Early warning signs of derailment and/or defection
- Nuances in motivating and developing key talent
- Ten nonfinancial tools for retaining key talent
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Recruiting & Selecting High Performers |
- Preparing and reviewing job specifications
- Analyzing departmental staff
- Identifying recruitment sources
- Evaluating resumes and/or applications
- Utilizing behavioral interviewing techniques
- Selecting the best candidate
- Checking references
- Offering the job
- Creating an orientation checklist
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- Constants of the effective leader
- Professionalism defined
- Managing prior co-workers and friends
- Ten rookie mistakes
- How things have changed . . .
- Managing personal relationships
- The importance of SMART objectives
- What you need to know
- Managing your manager (upward management)
- Trends in business
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