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Management & employees
For information about the following workshops, please contact Bill Thomas at +1 866.302.9099.

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
 
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
 
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
 
Time Management
  • 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
 
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
 
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
 
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
 
Managing Change
  • 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
 
Managing within Legal Parameters

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
 
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)
 
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
 
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
 
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
 
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
 
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
 
Transition to Management
  • 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