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Downloadable resources
Are you Leading or Managing?
Leading and Managing require different perspectives, areas of focus, skill sets and execution. What’s the difference?
In this session, we explore what it means to Lead and what it means to Manage. We review the differences and areas of overlap across these two domains.
Some areas we consider in this session are the perspectives or lens needed for Managing versus Leading. We look at the difference in skills sets and activities.
The session offers tools supporting Leaders and Managers to effectively move between these two domains in thinking and action. We explore these domains from the point of execution including managing conflict, delegation, setting expectations, setting goals and direction.
This is a very practical session. It includes live polling and practical strategies you can apply every day.
Learning outcomes:
Participants will:
- Feel very clear and be able to explain the difference between Leading and Managing
- Learn tools that will assist being able to move between these two roles at the right time in the right way for the right reasons
- Elevate performance and engagement through being able to discern when to Lead versus when to manage
- Understand how to consider Leadership and Management at an individual level as well as at the team or organisation level
- Receive lots of tips and tactics for managing available time appropriately for Leadership and management work
Suited to:
Leaders, Managers, Project Managers, Employees and anyone who wants to be more focused, and clearer in how they lead and Manage others and teams.
Financial and legal professionals who find themselves managing staff or collaborating with stakeholders. For experienced professionals, it will update existing skill sets with some of the latest thinking and research, and it provides an excellent introduction for those who are looking to understand how to Lead and Manage for the first time.
This E-Learning includes:
- a recording of the webinar Event which can be viewed multiple times
- a PDF of the presenter's PowerPoint
- a verbatim Transcript
- any supporting documentation
- a CPD Certificate after successful completion of the Knowledge Quiz
CPD Points: 1
At your best all the time – Regular Practices for Delivering Sustainable High Performance
Join us to explore the latest thinking and research around how to stay optimally focused, energised, productive, and joyful all day. It’s possible!
In this session, we review research and best practices from a range of fields – High-Performance, Positive Psychology, Resilience, and Emotional intelligence and discuss simple daily, weekly, and monthly practices that support us to be at our best at any given moment.
Areas we consider in this session,
- High-performance personal routines – daily, weekly, monthly, quarterly
- Best-practice goal setting for individuals over the short, medium, and long-term
- Learning practices for integrating learnings from everyday experiences and more easily putting those learnings into practice.
- How to transition between life domains – work, family, personal projects, side hustles and fitness
- Managing difficult emotions such as anger, resentment, envy, resistance, and apathy
- How to be the pilot of your day, week, and your time.
Learning outcomes:
Participants will:
- Have strategies they can apply immediately to feel more focused, calmer, and more energised.
- Understand the moments they need to manage better and how to do that.
- Understand how to best transition between topics or life domains, including switching off and switching on
- Be clearer on how they can stay connected to their learnings, life goals, and self-development amid busy weeks.
- Find more space and joy in the day through micro habits that make an enormous difference to how we feel.
- This is a very practical session. It includes live polling and practical strategies you can apply every day
Suited to:
Leaders, Managers, Project Managers, Employees, and anyone who wants to be more focused, and clearer in how they Lead a team, a project, or a piece of work.
This is a practical session suited to financial and legal professionals who find themselves managing staff or collaborating with stakeholders. For experienced professionals, it will update existing skill sets with some of the latest thinking and research, and it provides an excellent introduction for those who are looking to understand how to maintain optimal performance, focus, and joy every day for the first time.
This E-Learning includes:
- Recording of the Live Webinar, which can be viewed multiple times
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
- CPD Quiz
- CPD Certificate
CPD Points: 1
Downloadable resources
Downloadable resources
Becoming a More Self-Aware Leader
Self-awareness is one of the most powerful predictors of happiness, life success and Leadership effectiveness!
In this session, we review and discuss ways Leaders can improve their self-awareness.
Thousands of years of writing, discourse, contemplation and more recently, decades of peer-reviewed research have established the importance of knowing ourselves.
Self-awareness is considered to be the foundation of many of the most important attributes that leaders require including:
- Emotional intelligence
- a growth mindset
- change agility and
- the ability to collaborate, empathise and truly connect with the experience of others.
For Leaders, there can be no Leadership development without the requisite expansion of self-awareness. In this session, we look at what self-awareness is, the science behind it and how it contributes to Leadership effectiveness.
We consider how self-awareness works in practice and how to cultivate it including:
- what self-awareness is in practice
- how we can use our self-awareness to develop insight and understanding about how we see the world
- how we can understand our own levels of maturity, empowerment, responsibility and power
- how to witness our thoughts more objectively (without getting lost in them)
- how self-awareness can help us to balance fear, avoidance, re-activity and judgement
- immediate and longer-term strategies for improving your self-awareness.
For each of these we examine how they work within our thinking and behaviour, their contribution to the way we lead or interact with others and how we can cultivate each more deeply.
This is a practical session suited to financial and legal professionals who find themselves managing staff or collaborating with stakeholders. For experienced professionals, it will update existing skill sets with some of the latest thinking and research, and it provides an excellent introduction for those who are looking to understand how to work with self-awareness for the first time.
Learning outcomes:
Attendees will:
- deepen their knowledge of self-awareness and its importance for our professional and personal wellbeing
- understand how our level of awareness influences thinking, feeling and behaviour
- be clearer about where they have strong awareness and where awareness and skills sets might need more development
- learn how to cultivate their self-awareness at micro and macro levels
- understand how levels of self-awareness might be influencing the behaviour of others, and constructive ways to respond to this
Suited to:
Leaders, Managers, Project Managers, Employees and anyone who wants to be more focused, and clearer in how they Lead a team, a project or a piece of work
This E-Learning includes:
- a recording of the webinar Event which can be viewed multiple times
- a PDF of the presenter's PowerPoint
- a verbatim Transcript
- any supporting documentation
- a CPD Certificate after successful completion of the Knowledge Quiz
CPD Points: 1
Combining Strategic and Operational Leadership – Grow your business as you work
Strategic and operational thinking and behaviour require different perspectives, areas of focus, skill sets, and execution. This session outlines the difference between these two domains, and how to successfully balance them.
In this session, we explore what it means to be strategic and what it means to be operational. We review the differences and areas of overlap across these two domains.
Some areas we consider in this session are the perspectives or lenses needed for Strategy versus Operations. We look at the difference in skill sets and activities.
The session offers tools supporting Leaders and Managers to effectively move between these two domains in thinking and action. We explore these domains from the point of thinking in terms of making time, asking strategic questions, and setting strategy and from the point of execution including managing conflict, delegation, setting expectations, setting goals and direction.
Learning outcomes:
Participants will:
- Feel very clear and be able to explain the difference between Strategy and Operations.
- Learn tools that will assist in being able to move between these two domains at the right time in the right way for the right reasons.
- Elevate performance and engagement by being able to discern when to be strategic and when to be operational.
- How to draw a line of sight between strategy and operations for yourself and your teams and stakeholders.
- Understand how to consider Strategy and Operations at an individual level as well as at the team or organisation level.
- Receive tips and tactics for managing available time appropriately for Strategy and Operations.
- This is a very practical session. It includes live polling and practical strategies you can apply every day
Suited to:
Leaders, Managers, Project Managers, Employees, and anyone who wants to be more focused, and clearer in how they Lead a team, a project, or a piece of work.
This is a practical session suited to financial and legal professionals who find themselves managing staff or collaborating with stakeholders. For experienced professionals, it will update existing skill sets with some of the latest thinking and research, and it provides an excellent introduction for those who are looking to understand how to think and behave strategically or operationally the first time.
This E-Learning includes:
- Recording of the Live Webinar, which can be viewed multiple times
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
- CPD Quiz
- CPD Certificate
CPD Points: 1
Downloadable resources
Discovery Sessions - How to close an Initial Conversation Gracefully
How to run an initial meeting so that your prospective client trusts your expertise and want to engage you now
An initial meeting with a prospective client can be the key to winning a great client, or a disappointing waste of time. Given the opportunity cost of that time, it’s important that you get it right first time.
The way that you structure the agenda, what you say and how you say it is critical to getting the outcome you want – a profitable easy-to-work-with client. As a trusted advisor, you need to lead the conversation and set the tone and expectations of the meeting.
In this session, you will discover how to:
- Qualify a new prospective client so you know if they are just kicking tyres or want to get going immediately
- Communicate the value of your service and not just the price
- Set expectations of how you work with your very best clients
- Make an offer with ease and grace by presenting your service as the solution to their problem. It will feel as easy as sharing your phone number.
Attendees will receive a handy script summary as a ready reference for your very next meeting, as well as a bonus report: “How to Confidently Handle the Common Objections of Not Enough Time and Not Enough Money?”
Learning outcomes:
Attendees will leave this session with:
- Simple scripts with appropriate language for an effective enrolling conversation
- Skills to qualify your client and discover their needs
- The confidence to build your roster of ideal clients
Suited to:
This is a practical session is suited to financial and legal professionals who need to meet with prospective clients, explain what they do, and bring them on as profitable clients.
This E-Learning includes:
- a recording of the webinar Event which can be viewed multiple times
- a PDF of the presenter's PowerPoint
- a verbatim Transcript
- any supporting documentation
- a CPD Certificate after successful completion of the Knowledge Quiz
CPD Points: 1
How to Charge your Worth (and get it!)
Stop Under-Charging and Over-Delivering!
“I don't believe I could charge more for what I do.”
And this is despite spending years in formal accreditation, professional learning and of course, your on-the-job experience. If that sounds familiar, then this session will be valuable.
- Do you struggle to position your value in the marketplace?
- Do you feel as if you give away too much?
- Has it been some time since you looked at your prices?
If you’re like the majority of professional service advisors who feel that they over-deliver and under-charge, then you’ll want to discover how to position yourself in the market and clearly articulate what you do. You’ll know when it’s time to review your niche – the people you work with and the solutions that you offer.
You’ll also be better placed on how to know your value - and charge what you're worth.
Learning outcomes:
Attendees will leave this session with:
- Useful framework for matching your services and fees (updated specifically for professional services)
- A checklist to use to determine if you are under-charging
- A simple summary of any scripts shared in the session
Suited to:
This is a practical session suited to accountants, financial, legal professionals and other advisers who want practical strategies to charge their worth.
This E-Learning includes:
- Recording of the Live Webinar, which can be viewed multiple times
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
- CPD Quiz
- CPD Certificate
CPD Points: 1
How to Follow Up on Proposals Gracefully
How to follow up on new client proposals, and encourage past clients' possible return
You’ve heard the phrase ‘the fortune is in the follow-up’, but how do you follow-up on proposals without coming across as irritating or painful, or even worse, desperate?
There is nothing worse than having an initial client meeting, spending time writing up and sending a proposal, and then… nothing.
Do you call? Write? Send a text? How do you know if they have even read it? Chances are, you get busy with other things and let it slide, and leave money on the table.
In this practical webinar, you will discover how to:
- Appear confident and professional when you ask if your prospective client wants to proceed
- Sense how much to follow up, without over-stepping the mark
- Have a strategy that teaches your clients how and when you will follow up
- Gracefully reach out to past clients and encourage them to return
There are no pushy techniques here, just respectful approaches that build trust in your capacity to serve them.
Learning outcomes:
Attendees will leave this webinar with:
- Useful scripts to follow-up your prospective clients
- Guidelines on the right rhythm for follow-up messages
- Tips and scripts for how to encourage past clients to return
- A simple summary of any scripts shared in the webinar
Suited to:
This is a practical webinar suited to accountants, financial, legal professionals and other advisers who want practical strategies to follow-up gracefully with their prospective and past clients.
This E-Learning includes:
- a recording of the webinar Event which can be viewed multiple times
- a PDF of the presenter's PowerPoint
- a verbatim Transcript
- any supporting documentation
- a CPD Certificate after successful completion of the Knowledge Quiz
CPD Points: 1
Improve Performance and Client Outcomes by Building High-trust Relationships
“Trust” is way more than a nice to have. High-trust environments perform, retain, and innovate.
Trust is both an indicator and a critical driver of relationships and performance. In this session we explore the critical role trust plays in our relationships, decisions and actions, and ultimately, therefore, performance. Trust or the absence of it is always influencing us, whether we are aware of that influence or not.
In this session, we explore and discuss how Trust works in practice, why it matters, and how it can be cultivated and strengthened regardless of our starting point. The topics we cover will include:
- The Science of trust and its direct impacts on relationship, culture, and performance, as well as retention (of clients and staff)
- What factors improve and diminish trust in the workplace and for clients.
- The spectrum of relationship quality and the role of trust in building strong or unified relationships
- Strategies for dealing with people for whom you have low trust.
- How to call out trust breaches and strategies to recover from these
This session will blend the research on trust with the practicalities of trusting in the day-to-day world of business and working relationships.
Learning outcomes:
- Participants will deepen their knowledge of trust and its importance for our professional and personal well-being.
- Understand how our level of trust in ourselves and others influences thinking, feeling, and behaviour.
- Be clearer on how to respond when our trust levels are low.
- How to authentically and effectively build the level of trust others feel in us, and be seen as trustworthy.
- The importance of creating an environment of trust with clients, teams, and your high performers so that they can be more effective, and performance can be lifted.
Suited to:
Leaders, Managers, Project Managers, Employees, and anyone who would like to understand and leverage Trust as an enabler, skill, and asset in the workplace.
This is a practical session suited to financial and legal professionals who find themselves managing staff or collaborating with stakeholders. For experienced professionals, it will update existing skill sets with some of the latest thinking and research, and it provides an excellent introduction for those who are looking to understand how to work with Trust for the first time.
This E-Learning includes:
- Recording of the Live Webinar, which can be viewed multiple times
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
- CPD Quiz
- CPD Certificate
CPD Points: 1
Initial Meeting to Profitable Client
How to run an initial meeting so that your prospective client trusts your expertise and wants to engage you now
An initial meeting with a prospective client can be the key to winning a great client, or a disappointing waste of time. Given the opportunity cost of that time, it’s important that you get it right first time.
The way that you structure the agenda, what you say and how you say it is critical to getting the outcome you want – a profitable easy-to-work-with client. As a trusted advisor, you need to lead the conversation and set the tone and expectations of the meeting.
In this session, you will discover how to:
- Qualify a new prospective client so you know if they are just kicking tyres or want to get going immediately
- Communicate the value of your service and not just the price
- Set expectations of how you work with your very best clients
- Make an offer with ease and grace by presenting your service as the solution to their problem. It will feel as easy as sharing your phone number.
Attendees will receive a handy script summary as a ready reference for your very next meeting, as well as a bonus report: “How to Confidently Handle the Common Objections of Not Enough Time and Not Enough Money?”
Learning outcomes:
Attendees will leave this session with:
- Simple scripts with appropriate language for an effective enrolling conversation
- Skills to qualify your client and discover their needs
- The confidence to build your roster of ideal clients
Suited to:
This is a practical session suited to financial and legal professionals who need to meet with prospective clients, explain what they do, and bring them on as profitable clients.
This E-Learning includes:
- Recording of the Live Webinar, which can be viewed multiple times
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
- CPD Quiz
- CPD Certificate
CPD Points: 1
Navigating Conflict in the Workplace
The skills to identify and respond to conflict effectively can be learned.
Conflict in the workplace is inevitable. Learn how to manage it successfully so that you reap the benefits it can bring, and avoid the potential harm.
Conflict in the workplace can take many forms. There can be inter-personal conflict, conflict around ideas, unexpressed conflict, destructive conflict or not enough conflict. All of these affect performance, engagement and wellbeing.
In this session we explore the different types of conflict, and how to best respond to them.
Research shows that conflict, when managed appropriately can create fresh starts, and breakthroughs in thinking and can re-energise a team. Poorly managed conflict can devastate morale, performance, psychological safety and client outcomes
This is a practical session and includes live polling and strategies you can apply every day.
Learning outcomes:
Participants will gain an understanding of:
- the spectrum of conflict that can occur in the workplace and between team members
- how to identify conflict issues as they surface
- some of their personal limitations in the face of conflict challenges such as the tendency to avoid, to react (rather than respond), to attempt to control
- conversation techniques that support the framing of conflict and its healthy emergence
- how to speak about the conflict in a way that calms others, that creates a context to talk about conflict so that you and your team are well set up to navigate a way through it
Suited to:
Financial and legal professionals who find themselves managing staff or collaborating with stakeholders.
For experienced professionals, it will update existing skill sets with some of the latest thinking and research, and it provides an excellent introduction for those who are looking to understand conflict and how to navigate it for the first time.
This E-Learning includes:
- a recording of the webinar Event which can be viewed multiple times
- a PDF of the presenter's PowerPoint
- a verbatim Transcript
- any supporting documentation
- a CPD Certificate after successful completion of the Knowledge Quiz
CPD Points: 1
Downloadable resources
Practical Skills to De-Escalate Conflict
Develop the skills to de-escalate conflict in the moment and then find a constructive path forward.
When we find ourselves in the midst of conflict (with others or between others) it can be very difficult to think clearly and work through the issues calmly. Conflict can be time consuming, distracting and destructive. We are often left reflecting on what we wish we’d said or done in the moment.
Learn how to respond effectively in the moment to de-escalate the strong emotions that typically accompany conflict. Learn how to create a safe space for constructive, solution focused dialogue.
This session will provide an overview of the key evidence-based principles that should guide you, as well as introducing the key skills you need to navigate these conversations effectively.
Learning outcomes:
Attendees will gain an understanding of:
- How your brain and body responds to stress/distress and how it affects your capacity for rational problem solving
- Conflict resolution processes and tools for a range of situations
- How to listen deeply to de-escalate strong emotions and identify the underlying needs to find the best possible path forward
- How to make conscious choices about when engaging with a range of different types of presenting issues
- How to raise an issue or assert a view without triggering a further wave of strong emotions
Suited to:
All professionals who work with others. There is conflict found in almost every working environment.
This E-Learning includes:
- a recording of the webinar Event which can be viewed multiple times
- a PDF of the presenter's PowerPoint
- a verbatim Transcript
- any supporting documentation
- a CPD Certificate after successful completion of the Knowledge Quiz
CPD Points: 1
Initial Meeting to Profitable Client
How to prepare well and participate effectively in negotiations, in order to reach sustainable and tailored outcomes
Some discussions happen in the moment, while others can be prepared for. Where the latter is possible, there are incredible gains and mutual benefits that flow from sound preparation.
This session will focus on:
- strategies for effective preparation
- understanding the parameters for negotiation
- exploring hypotheticals
- identifying connectors and common ground
- discovering potential options early.
- engaging in discussions in a way that fosters trust, rapport, and the opportunity for ongoing business relationships.
An interactive style session with practical examples for application, suitable for anyone who frequently engages in planning, project management, stakeholder engagement, client meetings and negotiations more broadly.
Learning outcomes:
Participants will leave this session with a set of tools, checklists, and strategies for preparing for negotiations, as well as language that fosters joint problem solving and relationship building. They will have the opportunity to reflect on the game changing technique of interest based rather than position based discussions so that they feel better equipped to role model and participate in such discussions.
Suited to:
All professionals who work with others, especially those engaged in planning, project management, stakeholder engagement, client meetings and negotiations more broadly.
This E-Learning includes:
- a recording of the webinar Event which can be viewed multiple times
- a PDF of the presenter's PowerPoint
- a verbatim Transcript
- any supporting documentation
- a CPD Certificate after successful completion of the Knowledge Quiz
CPD Points: 1
Downloadable resources
Responding to Leadership Challenges
Leaders need to be able to effectively respond to new types of challenges, problems and opportunities to be successful.
We are living and leading in a VUCA (Volatile, Uncertain, Complex and Ambiguous) world and leaders are facing different types of challenges and opportunities than they did a decade or two ago.
The rate, pace and types of change occurring mean that Leaders need to be able to recognise the type of challenges they are facing and respond accordingly.
Research shows that many of the mistakes Leaders make a self-created, and a reflection of Leadership style, not a lack of resources or time!
In this session, we consider the different categories of challenges and how Leaders can best respond to these. We also look at the opportunities that sit within our problems, and issues, and how effective Leaders turn such adversities into wins and successes.
Attendees can expect live polling and practical strategies you can apply on a daily basis.
Learning outcomes:
Participants will gain:
- an understanding of the difference between adaptive and technical challenges, be able to differentiate between them and clearly articulate this to others.
- the ability to map the best next steps in the face of an adaptive challenge and lead others on that journey
- an understanding of some of their personal limitations in the face of Leadership challenges such as the tendency to avoid, to react (rather than respond), to wait for perfection or to control
- clarity and feel more confident about the VUCA environment we are immersed in, how to express it to others, and lead a team or firm through it
- an understanding of how Personal Power makes all the difference in Leading effectively right now, and the steps to stay in our power rather than collapse into a disempowered state
Suited to:
Financial and legal professionals who find themselves managing staff or collaborating with stakeholders. Leaders, Managers, Project Managers, Employees and anyone who wants to be more focused, and clearer in how they Lead a team, a project or a piece of work.
For experienced professionals, it will update existing skill sets with some of the latest thinking and research, and it provides an excellent introduction for those who are looking to Lead a team for the first time.
This E-Learning includes:
- a recording of the webinar Event which can be viewed multiple times
- a PDF of the presenter's PowerPoint
- a verbatim Transcript
- any supporting documentation
- a CPD Certificate after successful completion of the Knowledge Quiz
CPD Points: 1
Initial Meeting to Profitable Client
The well of opportunity shall never run dry
When you want more work to come onto your books, the natural inclination is to look for new clients. However, it is generally easier to sell additional services to existing clients than it is to go and find a new client.
This session will help you discover the benefits of cross-selling and add-on selling, in addition to uncovering the Well of Opportunity that exists within your current clients.
Specifically, we will look at:
- Both linear and opportunistic Well of Opportunities
- How to create the environment in which to surface these opportunities
- How to gracefully and easily close them
This practical session will showcase case studies where professional service advisors have managed to land substantially more work than initially expected, purely by better understanding their clients’ needs as well as their own service offerings.
We will cover off both business and consumer / individual clients.
Learning outcomes:
Attendees will learn:
- Both linear and opportunistic Well of Opportunities
- How to create the environment in which to surface these opportunities
- How to gracefully and easily close them
Suited to:
This is a practical session suited to accountants, financial, legal professionals and other advisers who want simple practical tools to sell more services to their existing client base.
This E-Learning includes:
- Recording of the Live Webinar, which can be viewed multiple times
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
- CPD Quiz
- CPD Certificate
CPD Points: 1
Downloadable resources
Selling Strategy - How to move Beyond Dollars for Hours
If you're an accountant, lawyer or any other professional advisor, the "dollars for hours" model might be limiting your true potential.
In the ever-evolving world of professional services, traditional billing methods are becoming obsolete. We need to move beyond dollars for hours.
Enter the realm of strategic advice — a goldmine that remains untapped for many. How do you sell it effectively? This session, "Selling Strategy," is tailored for professionals like you.
Discover the art of positioning, valuating, and selling high-impact strategic advice that clients will deem invaluable. Not only will this transform your revenue stream, but it will also establish you as a visionary in your field, allowing you to command respect, trust, and loyalty.
Come along and discover how to sell strategic advice like a pro!
Learning outcomes:
Attendees will leave this session with:
- An understanding of how to frame your expertise in a way that emphasizes its strategic value, making clients view your services not as mere suggestions, but as pivotal game-changers for their businesses
- Learn to move away from hourly billing and discover methods to price your advice based on its profound impact
- Essential techniques to communicate the importance and benefits of your strategic advice to potential clients
Suited to:
Accountants, Lawyers and other professional services providers.
This E-Learning includes:
- a recording of the webinar Event which can be viewed multiple times
- a PDF of the presenter's PowerPoint
- a verbatim Transcript
- any supporting documentation
- a CPD Certificate after successful completion of the Knowledge Quiz
CPD Points: 1
The Accidental Counsellor
Develop the skills to respond appropriately when someone is distressed or overwhelmed
When a colleague, team member or client is upset, overwhelmed or distressed, it can be difficult to know what to do. You may hesitate because you feel you’re not sure how to approach the conversation safely or you may worry that it could be very time consuming in the midst of your busy work week.
Learn how to have a conversation that is safe for you and the vulnerable person you are supporting. Learn how to listen deeply, maintain appropriate boundaries, and empower people to find a way forward.
This session will provide an overview of the key evidence-based principles that should guide you, as well as introducing the key skills you need to navigate these conversations safely.
Learning outcomes:
Attendees will gain an understanding of:
- how your brain and body respond to stress/distress and the impact that it has on your capacity for rational problem-solving in the moment
- when and how to start the conversation and how to engage empathetically while maintaining your own emotional safety
- what the vulnerable person needs from you to be able to talk safely about what is going on for them
- how to listen deeply
- what can get in the road of ensuring a vulnerable person feels deeply heard
- how questioning techniques can be used to empower the vulnerable person and wrap up an emotional conversation respectfully
- strategies to maintain appropriate boundaries and ensure self-care.
Suited to:
All professionals who work with others. The session will be particularly useful for those who work with vulnerable clients or who may have teams that are struggling with burnout or personal challenges which impact their productivity at work.
This E-Learning includes:
- a recording of the webinar Event which can be viewed multiple times
- a PDF of the presenter's PowerPoint
- a verbatim Transcript
- any supporting documentation
- a CPD Certificate after successful completion of the Knowledge Quiz
CPD Points: 1
Downloadable resources
Turbo-Boost Performance through High-Quality Feedback
Master the art of giving (and receiving) high-quality feedback at work. Create a culture where feedback directly contributes to how you improve performance and engagement, and achieve your most important goals.
This session will introduce you to simple and effective ways to identify what feedback to give others, and how to provide it in ways that build awareness and generate enthusiasm for behaviour change.
The content explores best-practice, proven techniques for:
- Identifying and framing constructive and positive feedback for any employee or stakeholder
- A framework for giving feedback that allows you to explore the feedback openly whilst strengthening workplace relationships.
- Beyond the basics, the content looks at creating emotional safety, and creating a ‘feedback culture’ within your team – so that feedback becomes a competitive advantage
For many people, the word ‘feedback’ is very loaded with assumptions, fear, previous negative experiences, and sometimes inexperience. This can stop us from either giving feedback or asking for it – that absence robs you and your team of a valuable resource for improving performance.
- You will learn simple, practical tools to establish a culture of feedback – where feedback is welcomed, and therefore more likely to be embraced.
- You will learn how to manage and respond to feedback from others about you, that you may not agree with.
- You will learn how to build and manage the level of emotional safety whilst also getting to the point in your feedback discussions.
- You will learn how to manage conflict constructively and hold your ground on feedback that is important to you.
- The session will also cover the latest research on the importance of creating a feedback culture in every team.
- This session will be interactive. It includes case studies and further reading references.
The slides include ‘how to’ guides for holding a high-quality feedback conversation.
Learning outcomes:
Attendees will:
- Learn how to become very skilled at giving and receiving feedback – add this valuable asset to your toolkit.
- Dramatically increase the ability of your team to utilise feedback to get better at achieving your team goals.
- Have access to a series of validated practical conversation practices that you can use both when giving and receiving feedback
Suited to:
This is a practical session suited to financial and legal professionals who find themselves managing staff or collaborating with stakeholders, where feedback needs to be given or is being received. For experienced professionals, it will update existing feedback skill sets, and it provides an excellent introduction for those who are looking to give and receive feedback from others for the first time.
This E-Learning includes:
- Recording of the Live Webinar, which can be viewed multiple times
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
- CPD Quiz
- CPD Certificate
CPD Points: 1
Working with Difficult People and Maintaining Professionalism
For our success and well-being, we must have the capacity to deal with difficult people by successfully being able to navigate the aspects of their personality or the issues creating the difficulty. Effectively working with difficult people takes skill, particularly in ongoing situations.
In this session, we explore what promotes and energises difficult behaviour by others (and ourselves at times) and the awareness and skills we need to de-escalate situations and lift conversations to being effective rather than dysfunctional, damaging, or even toxic.
Some areas we consider in this session include how others behave, and why, as well as how you respond and the impact that has on the other person, the situation, and yourself.
We explore the personal and professional angles of working with difficult people and especially focus on how to handle yourself personally and professionally when you work with a difficult person in an ongoing capacity.
This session will arm you with personal confidence, and personal and professional tools that will improve your effectiveness, and it will lighten the load that you may feel about difficult people you work with.
Learning outcomes:
Participants will:
- Understand what ‘difficulty’ in others actually is – beyond the presenting behaviour.
- Learn how to manage your personal boundaries, and ‘keep your cool’ when dealing with difficult people, particularly if this is an ongoing situation.
- Understand the professional boundaries you can put in place to corral the impact of difficult team members, clients, or other stakeholders.
- Learn strategies for keeping the issue or conversation outcome rather than personally focused.
- Learn tactics for personal preparation and repair before and after difficult moments.
- This is a very practical session. It includes live polling and practical strategies you can apply every day
Suited to:
Leaders, Managers, Project Managers, Employees, and anyone who wants to be more focused, and clearer in how they Lead a team, a project, or a piece of work
This is a practical session suited to financial and legal professionals who find themselves managing staff or collaborating with stakeholders. For experienced professionals, it will update existing skill sets with some of the latest thinking and research, and it provides an excellent introduction for those who are looking to understand how to work with difficult people for the first time.
This E-Learning includes:
- Recording of the Live Webinar, which can be viewed multiple times
- PowerPoint Presentation
- Verbatim Transcript, with Searchability
- Supporting Documentation
- CPD Quiz
- CPD Certificate
CPD Points: 1