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CATEGORY

COURSE TITLE

DURATION

Overview

BASIC LITERACY

Basic Maths and Financial Literacy

1 day

Basic principles of accounting

1 day

Insights into my retirement

1 day

COMMUNICATION SKILLS

Refining my communication skills BASIC BUSINESS WRITING

1 day

Refining my ORAL communication skills

2 days

Communicating assertively

1 day

Starting and holding a conversation, made easy

1 day

CUSTOMER SERVICE

Delighting my customers FACE TO FACE

1 day

Delighting my customers OVER THE TELEPHONE

1 day

FRAUD AWARENESS

Fraud awareness AT WORK

½ day

Fraud awareness IN MY PERSONAL LIFE

½ day

PERSONAL DEVELOPMENT AND EFFECTIVENESS

Managing my time

1 day

Preparing for a presentation

1 day

Identifying and managing my stress

1 day

How can I be more confident?

1 day

Preparing for a job interview

1 day

How can I make better decisions?

1 day

TEAM AND COMPANY EFFECTIVENESS

Enhancing my skills as an effective trainer

2 days

Adjusting to change @ work

1 day

Becoming more effective as a team

2 days

From Buddy to Supervisor

1 day

DIVERSITY, Getting along with others in the workplace

1 day

Company values in action

½ day

A focus on team build

Client specific

DIGITAL AND IT SKILLS

Digital Inclusion related courses

Client specific

Microsoft Excel - Introduction

1 day

For all Microsoft courses please contact Terry to discuss your requirements

Microsoft Excel - Intermediate

1 day

Microsoft Excel - Advanced

1 day

Microsoft Word - Introduction

1 day

Microsoft Word - Intermediate

1 day

Microsoft Word - Advanced

1 day

Microsoft PowerPoint Introduction

1 day

Microsoft PowerPoint - Intermediate

1 day

Microsoft O365 - Introduction

½ day

1 | PageContact Terry07525 488191

www.SuccessfulLearningSolutions.co.uk

Facilitator Terry Coxen

Basic principles of accounting workshop overview

Basic principles of ACCOUNTING

Ask yourself

Am I expected to know and understand basic accounting terminology for

my job? Do I start to stress the moment I hear terms like: Debits /

Credits; Assets / Liabilities; Balance Sheet; Journal Entries; Accruals etc?

Attending this workshop will help you to

become confident in understanding accounting terminology

understand the nature of a financial transaction from source document to balance sheet

understand the workings of the various accounting books

understand the double-entry principle

understand the difference between income, cashflow and wealth

use various accounting formula to calculate financial position of a business.

Recommended duration of this workshop

1 day. Note: This is not a bookkeeping course. This workshop provides a basic understanding of

accounting principles and terminology and how they fit together.

How is this workshop delivered?

An interactive Tutor-led workshop delivered as a class or as a 1-1 session.

Insights into my

retirement.pdf


Insights into my retirement workshop overview

Insights into

MY RETIREMENT

Ask yourself

Will I be able to live off my state-pension? Yes? No? How do I

actually know the answer to that question?

How much money will I need to have a decent retirement? I am

currently battling to pay my bills – so how can I still save for

retirement?

Isn’t retirement just for older people to think about? Or, should I

be thinking about my retirement now – no matter my age?


understand why it is vital to prepare for your retirement – no matter your current age

learn from the example of others: those who did not plan for retirement

learn from the example of others: those who did plan for retirement

prepare a basic overview of your current financial situation

map your current overview to your desired retirement position

understand the tools available to assist you in achieving your retirement goals

gain insight into traditional and non-traditional methods of saving for retirement

develop a realistic action plan to help you achieve your retirement goals.


1 day.

Note: This workshop does NOT provide financial advice. The intention is to create an awareness

of the importance of planning for retirement. It also equips learners with knowledge, tools and

guidance on where and how to acquire professional financial assistance / advice.


An interactive Tutor-led workshop delivered as a class or as a 1-1 session. The use of multi-media

is incorporated into the workshop.

Refining my

communication skills BUSINESS WRITING.pdf


Refining my communication skills in basic BUSINESS WRITING workshop overview

Refining my communication skills in basic

BUSINESS WRITING

Ask yourself

Am I able to write a basic business letter or e-mail to a

manager, colleague, customer or prospective client? Do I

know what kind of language is appropriate and can be used

in different situations? Why does it take me so long to get

my thoughts on paper?

Does the way I write often deter from my intended

message? Can I effectively use other techniques to

compliment and positively reinforce my intended message?


review your current business writing communication style

identify situations where you will likely need to communicate effectively in writing

identify useful techniques that others use to write effectively and concisely

establish what is appropriate vs inappropriate in the business context

source and use technology and other tools as an aid to effective writing

effectively plan, simplify, write, review and print your business document.


1 day. Note: Both duration and content can be customised to meet client requirements.


An interactive Tutor-led workshop delivered as a class or as a 1-1 session. The use of multi-

media, peer review and group work are incorporated into the workshop.

Follow-up coaching can be requested to review your progress.

Refining my

communication skills ORAL.pdf


Refining my ORAL communication skills workshop overview

Refining my ORAL communication skills

Ask yourself

Do I find it stressful conversing with others? Perhaps

sometimes having ‘conversation brain-freeze’ – finding

it difficult to keep a conversation flowing? Am I

currently able to build rapport with new and existing

clients, colleagues and managers?

Does the way I say things often deter from what I have said? Can I effectively use body

language to compliment and positively reinforce my oral message?


review your current behaviour and communication style

identify situations where you will likely need to communicate effectively

identify and implement what others do to communicate effectively

use communication techniques such as listening; questions; positive body language and

providing feedback effectively

have difficult conversations and resolve conflict through effective communication skills

build rapport with new and existing clients, colleagues and managers

develop a personal and practical plan of action to communicate more effectively.


2 days. Note: Both duration and content can be customised to meet client requirements.


An interactive Tutor-led workshop delivered as a class or as a 1-1 session. The use of role-plays,

group exercises, multi-media and self-assessment tools are incorporated into the workshop.


Communicating

assertively.pdf


Communicating assertively workshop overview

Communicating

ASSERTIVELY

Ask yourself

Do I find I come out of meetings or class wishing I had spoken up? Or, did I finally pluck up

the courage to speak and then nobody seemed to listen to me? Perhaps I even came across

to others as aggressive when I was trying to get my point across?

Can I confidently communicate my thoughts, ideas and feelings to others in a direct way so

as to be heard? Can I do this without stepping on others toes?


learn about passive, aggressive and assertive behaviour

understand your current behaviour and communication style

identify situations where you will likely need to communicate assertively

identify how others effectively communicate in an assertive way

introduce practical techniques to communicate more assertively and confidently

develop a personal and practical plan of action to communicate more assertively.




An interactive Tutor-led workshop delivered as a class or as a 1-1 session. The use of role-

plays, multi-media and self-assessment tools are incorporated into the workshop.


Starting and

holding a conversation made easy.pdf


Starting and holding a conversation, made easy workshop overview

Starting and holding a

CONVERSATION, made easy

Ask yourself

Making conversation – does it come easy to me?

Am I in a job where I am constantly meeting new

people? Do I need to build rapport with new or

existing clients and colleagues? Are there members in

my team or class that I find difficult to converse with?

Why is it a battle for me to start and hold a good

conversation?


learn principles of easily starting and holding great conversations

identify practical things to do, include and avoid when engaging in conversation

review conversation starters effectively used by others

identify your current conversation style

identify and review areas in your current style that can be improved or changed

practice starting and holding a conversation with others

develop a personal plan to practice your conversation skills.







Delighting my

customers FACE TO FACE.pdf


Delighting my customers FACE TO FACE workshop overview

Delighting my customers

FACE TO FACE

Ask yourself

Am I in a job that deals directly with customers, face to face? Are my

colleagues getting great reviews and feedback, but not me? Do I know

how to deal with difficult customer situations and customer complaints?

Or do I just need to brush-up on my customer service skills?

What are the secrets to delighting my customers?


understand principles behind great customer service

review your employer’s customer service policy and customer service standards

identify your natural style of dealing with customers in varying situations

identify gaps in your natural style to becoming a great customer service representative

practice various customer service scenarios and techniques to delight your customer

evaluate and measure feedback.





media, peer review and self-assessment tools are incorporated into the workshop.


Delighting my

customers OVER THE TELEPHONE.pdf


Delighting my customers OVER THE TELEPHONE workshop overview

Delighting my customers

OVER THE TELEPHONE

Ask yourself

Am I in a job that deals directly with customers over the telephone?

Do I find it difficult to understand what they actually want at times?

Why is it that my customers get irritated so quickly with me? My

colleagues are getting great reviews and feedback, why am I not also?

Do I know how to deal with difficult customers and customer

complaints? Or do I just need to brush-up on my customer service and

telephone communication skills?

What are the secrets to delighting my customers over the telephone?


understand principles behind great telephone customer service

review your employer’s customer service policy and customer service standards

identify your natural style of dealing with customers in varying situations over the phone

identify gaps in your natural style to becoming a great customer service representative

practice various customer service scenarios and techniques to delight your customer over

the phone








Fraud awareness AT

WORK.pdf


Fraud awareness AT WORK workshop overview

Fraud awareness

AT WORK

Ask yourself

How could I commit fraud at work?

If I can think of ways, then surely my colleagues can too? So could my customers? Do I know how

to identify potential risks, and what to do when I think something looks or feels suspicious?

Is being aware of fraud really important for me?


understand what fraud is and how it can be attempted in your business

review your employer’s key policies relating to fraud and reporting suspicious activity

review key fraud indicators and fraud mitigators implemented within your business

review past accounts of fraud, and their implications.


½ day. Note: Both duration and content can be customised to meet client requirements. This

workshop would be a closed-group session for a particular client. A consultant would need to

meet with the client prior to the workshop to discuss inclusion of client-specific information.



media, client specific policies and examples are incorporated into the workshop.

Fraud awareness IN

MY PERSONAL LIFE.pdf


Fraud awareness IN MY PERSONAL LIFE workshop overview

Fraud awareness

IN MY PERSONAL LIFE

Ask yourself

How safe is my data? My money? My ‘financial life’?

My identity?

Do I know what the following terms mean: Dirty Data;

Dumpster Diving; Pharming; Phishing; Shoulder Surfing;

SMiShing; Spoofing etc? No? Then how can I protect my

hard-earned money if I don’t even know what they are?

More importantly, how can I even protect my own

identity?

Do I really know how easy it is to be scammed in today’s world?


understand what fraud is and common types of fraud that are trending

review actual examples of fraud, and lessons that can be learned

review key fraud indicators and actions you can take to reduce the risk of fraud

develop an action plan to reduce the risk of fraud in your personal life.


½ day.


An interactive Tutor-led workshop delivered as a class or as a 1-1 session. The use of multi-media

and group discussions are incorporated into the workshop.

Managing my

time.pdf


Managing my time workshop overview

Managing my TIME

Ask yourself

Do I work longer hours than those I manage or those

I work with – and wonder why? Am I consistently late

for appointments – even forgetting some of them?

Do I have unfinished work piling up on my desk? Do I sometimes find myself helping others,

but then struggle to complete my own work? Am I finding it difficult to meet my own

deadlines?

Is all this just stressing me out and even affecting my performance and productivity?


identify and reduce time wasters

improve your self-managing techniques

confidently plan, prioritise, schedule and organise to achieve your objectives

set and achieve realistic short and long-term goals

achieve more in your working day

gain more balance in your work and personal life

reduce stress from lack of time management.




A fun, interactive Tutor-led workshop delivered as a class or as a 1-1 session. The use of

multi-media and self-analysis tools are incorporated into the workshop.


Preparing for a

presentation.pdf


Preparing for a presentation workshop overview

Preparing for a PRESENTATION

Ask yourself

Why do I get so nervous when I have to make a

presentation? How can I prepare better? How do I

make my presentation stand out more – and not be

so boring?

What are the secrets to being a great presenter?


know what to include (and avoid) and how to simplify your presentation

understand tools available for you to use and include

uncover the secrets and techniques used by great presenters

identify your presentation style

identify gaps in your style to becoming a great presenter

practice various presentation scenarios and techniques

become confident in making great presentations.


1 day





Identifying and

managing stress.pdf


Identifying and managing my stress workshop overview

Identifying and managing my

STRESS

Ask yourself

Do I find I am constantly tense and worried about things? Do

I have a general feeling of uneasiness? Are my colleagues

and friends avoiding me – perhaps because they know I may easily lose my cool?

Am I becoming less productive, finding it difficult to remember things or make simple

decisions? Am I busy losing MY stripes?


understand what stress means to you, and how your body reacts to stress

identify your own pressure and stress points at work, college and other areas in your

life

become aware of your body’s warning signs

understand how stress can become a useful tool for you to use to your benefit

introduce practical tools and techniques to reduce and manage your stress

develop a personal and practical plan of action to minimise and manage your stress.





media, role-plays and self-assessment tools are incorporated into the workshop.


How can I be more

confident.pdf


How can I be more confident? workshop overview

How can I be more

CONFIDENT?

Ask yourself

Do I lack confidence? Am I afraid of trying new

things and taking new opportunities, worried

about failure or how I may look. Am I overly concerned what others think of me? Can I

confidently communicate my thoughts, ideas and feelings to others?

Do I just wish I was more confident?


build confidence through your existing strengths and skills

learn how others are building confidence where needed

identify practical situations where you will likely need more confidence in your life

introduce practical techniques to build confidence in these areas

practice these new techniques in building your confidence

develop a personal and practical action plan to continue your growth in confidence.







Preparing for a job

interview.pdf


Preparing for a job interview workshop overview

Preparing for a JOB INTERVIEW

Ask yourself

I got the interview – now what? What am I going to say?

What must I wear? What must I take with? Am I going to

cope? What if I don’t know how to answer a question?

What if…


become confident when walking in to an interview

know what to expect at an interview and during the interview process

know what is expected of you before, during and after the interview

prepare for possible questions, linking your cv and experience to the job applied for

use multiple techniques to answer interview questions

practice various interview scenarios.


1 day



media, peer review and group work are incorporated into the workshop.

How can I make

better decisions.pdf


How can I make better decisions? workshop overview

How can I make better

DECISIONS?

Ask yourself

Do I find it hard to make a decision? Do I find it

challenging to make good decisions? Am I impulsive in

making decisions, or do I first have to consider every possible option and alternative before

deciding? How do I know when to stick to my decision and when to change it?

Over the last 12 months, have I made decisions that I now regret?


learn principles of making balanced decisions

review principle techniques others use to make good decisions

identify your current decision-making style

review and learn from recent decisions you have made (the good and the not so good!)

practice making balanced decisions through various scenarios

develop a personal action plan to guide your decision-making into the future.





multi-media and self-assessment tools are incorporated into the workshop.


Enhancing my skills

as an effective trainer.pdf


Enhancing my skills as an EFFECTIVE TRAINER workshop overview

Enhancing my skills as an

EFFECTIVE TRAINER

Ask yourself

Do I need to train others on the job? Are others finding my

training boring or ineffective? Am I just not getting the

message across clearly? Why am I not getting great

feedback after my sessions? What am I doing wrong?

What must I change?

What are the secrets to being a great trainer?


know what to include (and avoid) and how to simplify your training sessions

understand tools available for you to use and include

uncover the secrets and techniques used by effective trainers

effectively deal with challenges facing trainers

identify your training style

identify gaps in your style to becoming a great trainer

practice various training scenarios and techniques








Adjusting to

change at work.pdf


Adjusting to change @ work workshop overview

Adjusting to CHANGE @ WORK

Ask yourself

CHANGE… does that word just stress me out?

Am I stressing at the moment because things at work are

constantly changing? A new boss. New computer. Different

process. Another office move. What’s next?

How can I become more flexible? How can I become more

adaptable to constant changes @ work?


understand why change and adapting to change is necessary

identify techniques others use to successfully adapt to change

review how your work-role has changed recently

identify the impacts these changes have had on you and your business

apply these new techniques to becoming more adaptable to change

prepare yourself to future changes you are likely to meet in your workplace.





group discussions and multi-media are incorporated into the workshop.


Becoming more

effective as a team.pdf


Becoming more effective as a team workshop overview

Becoming more

EFFECTIVE as a TEAM

Ask yourself

Team? What Team?

Why is it that my team feels dysfunctional? Why do we

find it difficult to work together? What can I do

differently? Surely it’s my manager’s fault?

Other teams seem to work well together – why can’t we?

Attending this workshop will help your team to

learn of the benefits and principles of successful teamwork

identify practical things to do, include and avoid as a team

identify and clarify each team member’s role within the team

review how some teams successfully manage to operate effectively

identify strengths of your current team

identify and review areas in your current team that can be improved or changed

role-play working as an effective team

develop a team statement to guide and support your team into the future.




An interactive Tutor-led workshop delivered to an existing team. The use of role-plays, multi-

media and self-assessment tools are incorporated into the workshop.

Follow-up coaching should be requested to review your progress.

From BUDDY to

SUPERVISOR.pdf


From buddy to supervisor workshop overview

From

BUDDY to SUPERVISOR

Ask yourself

From buddy to supervisor – how?

I’ve recently been promoted within my team – so now

how do I adjust to my new role? Can I still be friends

with my buddies? Should there be a dividing line? How

can I get them to see me in a different light – as a supervisor – but still a friend? Can I? Should I?


review how your work-role has changed

identify how relationships and team dynamics have changed

learn what could be considered appropriate and not appropriate behaviour

be more confident when having difficult conversations with team members

get insight on how others have overcome barriers caused by a promotion

practice overcoming such barriers in your team.


1 day. Note: This workshop does NOT focus on management or leadership responsibilities and

disciplines as such. Rather the focus is on assisting the learner to adjust to the new promoted role

of supervising those that were previously colleagues and buddies.


An interactive Tutor-led workshop delivered as a class or as a 1-1 session. The use of role-plays

and multi-media are incorporated into the workshop.


DIVERSITY Getting

along with others in the workplace.pdf


DIVERSITY Getting along with others in the workplace workshop overview

DIVERSITY getting along with others in the workplace

Ask yourself

Why are others in my team just so annoying?

I don’t understand them! I don’t understand their

culture! Why do they say and do things that way!

Why can’t they just be more like ‘us’?


review common team and conversation annoyances created by diversity

identify how diversity currently applies to your team

understand how diversity in your workplace can cause barriers

learn how to overcome potential barriers caused by diversity

practice overcoming such barriers in your team

develop a personal plan to break down diversity barriers in your team.







Company values in

action.pdf


Company values IN ACTION workshop overview

Company values IN ACTION

Ask yourself

Do my employees know – as in really know - our

Company Values and Mission Statement? More

importantly, do they live and work by them? Do

they know why our Company Values are

important and the implications of not embracing

them? Are new employees aware?

Can my workplace benefit from an awareness campaign to put our Company Values IN ACTION?

Attending this workshop will help your company to

create an awareness of what your Company Mission Statement and Company Values

both mean and represent

review with each Team how your company, clients and employees can be impacted by

these (positive / negative)

identify real-life situations and scenarios of how Company Values can be implemented in

the workplace

reward / commend real examples within your company of when this was recently done

enthuse staff and teams to live Company Values during every-day routine.


½ day. Note: Both duration and content can be customised to meet client requirements. This

workshop would be a closed-group session for a particular client. A consultant would need to meet

with the client prior to the workshop to discuss inclusion of client-specific information.


An interactive Tutor-led workshop delivered ideally within a team or sub-team. The use of multi-

media and team discussion are incorporated into the workshop.

A follow-up assessment can be requested to engage with and assess the company’s progress.

A focus on Team

Building.pdf


A focus on TEAM BUILDING overview

A focus on TEAM BUILDING

Just an excuse to raid the bar at the expense of the boss? A way to increase the company's tax write-off's? Another 'cliché phrase'? Perhaps! However, when a Team Build is planned and executed well it can be the most powerful tool in existence to increase the team’s performance, effectiveness and to boost morale!

It can be as short as a few hours or as long as a couple of days. In-house or a treat away from the company and home. Are you looking for a successful learning solution through an effective team build?

A planned and well-coordinated company or team build

boosts team morale and confidence

creates a safe learning environment for team effectiveness interventions

provides opportunity to incorporate life-skills, communication skills and business-skills

training away from the office environment

opens the way for formal mentoring and coaching partnerships and opportunities

includes planning and team communication.

Recommended duration

2-2 ½ days. Note: It can be as short as a few hours or as long as a couple of days. In-house or a treat away from the company and home.

How would learning be facilitated?

A Learning Consultant would meet with the client to establish desired goals and outcomes of

the build. This would drive the planning and execution of the event, in line with budget.


Basic DIGITAL

INCLUSION courses.pdf


Digital inclusion courses workshop overview

DIGITAL INCLUSION courses

Ask yourself

Do I feel confident to turn on and use any computer, laptop,

smartphone or digital device? Am I expected to know how to use a

computer at work, but don’t know how. Maybe I used to know

many years ago, but no longer feel confident?

Do I start to stress the moment I see a computer – or anything that looks like one?

Form your own workshop by selecting topics such as

• Turning a computer / laptop on and using a mouse

• Basic navigation and organising files and documents

• How to setup and use email

• Using the internet

• An introduction to creating a spreadsheet

• An introduction to creating a word document

• An introduction to creating a PowerPoint presentation slide show

• Using Tablets and Smartphones

• An introduction to designing a website


Both duration and content can be customised to meet client requirements and the nature of

the client’s business.




Basic Maths and

Financial Literacy.pdf


Basic maths and financial literacy workshop overview

Basic MATHS and FINANCIAL LITERACY

Ask yourself

Am I expected to perform basic calculations for my job? Do I battle

to do these calculations – always asking others for help, or to

explain? Can I use a calculator for more than just adding figures?

Could I do these calculations on a computer? Do I start to stress the

moment I see numbers?


become confident in using a calculator

calculate basic formulas such as add / subtract / multiply / divide / percentage

calculate the perimeter, area and volume of objects

understand principles of rounding, x2 and √

use formula to calculate time taken, distance covered and speed travelled at

apply logic in working out basic mathematical and financial problems

become confident in using a computer to perform basic calculations.


1 day. Note: Both duration and content can be customised to meet client requirements and

the nature of the client’s business.




Basic principles of

accounting.pdf

successful learning solutions · web viewsuccessful learning solutions subject course list and...

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